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BET TZEDEK: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
BET TZEDEK (EIN 23-7304205)
Tax period
2024-09-01 to 2025-08-31
Filed
2026-07-14
IRS object ID
202621959349301662
Schema version
2024v5.5
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-07-14T13:41:24-05:00ReturnTs
Tax Period End2025-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN946214841PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ARMANINO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line112657 ALCOSTA BLVD STE 500AddressLine1Txt
CitySAN RAMONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP945834600ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237304205EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BET TZEDEKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBETTBusinessNameControlTxt
Phone3235495834PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13250 WILSHIRE BLVD 13TH FLOORAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90010ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNORMAN BULLOCKPersonNm
Person TitleCFOOPersonTitleTxt
Phone3235495834PhoneNum
Signature2026-07-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKATY BROWNPreparerPersonNm
PTINP00650274PTIN
Phone9257902600PhoneNum
Preparation2026-07-07PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1BET TZEDEK LEGAL SERVICESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerNORMAN BULLOCKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13250 WILSHIRE BLVD 13TH FLOORAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90010ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$24,908,951GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BETTZEDEK.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1973FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionPROVIDING FREE LEGAL SERVICES TO THOSE WHO NEED THEM MOST.ActivityOrMissionDesc
Voting Members Governing Body58VotingMembersGoverningBodyCnt
Voting Members Independent58VotingMembersIndependentCnt
Total Employee139TotalEmployeeCnt
Total Volunteers1573TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$19,758,026PYContributionsGrantsAmt
CY Contributions Grants$23,815,816CYContributionsGrantsAmt
PY Program Service Revenue$9,718PYProgramServiceRevenueAmt
CY Program Service Revenue$1,235CYProgramServiceRevenueAmt
PY Investment Income$633,929PYInvestmentIncomeAmt
CY Investment Income$926,725CYInvestmentIncomeAmt
PY Other Revenue-$290,994PYOtherRevenueAmt
CY Other Revenue-$275,116CYOtherRevenueAmt
PY Total Revenue$20,110,679PYTotalRevenueAmt
CY Total Revenue$24,468,660CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$14,126,549PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$15,548,793CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,254,573CYTotalFundraisingExpenseAmt
PY Other Expenses$4,600,675PYOtherExpensesAmt
CY Other Expenses$5,304,646CYOtherExpensesAmt
PY Total Expenses$18,727,224PYTotalExpensesAmt
CY Total Expenses$20,853,439CYTotalExpensesAmt
PY Revenues Less Expenses$1,383,455PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,615,221CYRevenuesLessExpensesAmt
Total Assets BOY$30,228,552TotalAssetsBOYAmt
Total Assets EOY$38,234,549TotalAssetsEOYAmt
Total Liabilities BOY$7,773,378TotalLiabilitiesBOYAmt
Total Liabilities EOY$9,860,445TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$22,455,174NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$28,374,104NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionPROVIDING FREE LEGAL SERVICES TO THOSE WHO NEED THEM MOST.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$16,704,606ExpenseAmt
Revenue$19,235RevenueAmt
DescBET TZEDEK IS NATIONALLY RECOGNIZED FOR LEVERAGING STAFF TO RECRUIT, TRAIN AND SUPERVISE VOLUNTEERS, INCLUDING HUNDREDS OF PRO BONO LAWYERS TO INCREASE THE NUMBER OF CLIENTS THE ORGANIZATION SERVES. BET TZEDEK CLIENTS BENEFIT FROM TWO DISTINCT VOLUNTEER GROUPS. THE FIRST ARE COMMUNITY VOLUNTEERS WHO PERFORM INTAKE INTERVIEWS AND OTHER CLIENT SERVICES, INCLUDING UP TO 150 LAW STUDENTS A YEAR. IN FISCAL YEAR 2025, THESE VOLUNTEERS DONATED THOUSANDS OF HOURS OF THEIR TIME, THE VALUE OF WHICH IS ESTIMATED TO BE AROUND $5 MILLION. IN ADDITION TO THE VALUE THAT IN HOUSE VOLUNTEERS PROVIDE OUR COMMUNITIES, BET TZEDEK ALSO PLACES CLIENTS' CASES WITH HUNDREDS OF PRO BONO ATTORNEY AND PARALEGAL VOLUNTEERS AT LAW (CONTINUED ON SCHEDULE O) FIRMS NATIONWIDE. THESE PRO BONO VOLUNTEER HOURS ARE REPORTED TO THE ORGANIZATION AFTER THE END OF EACH YEAR, AND AS A RESULT THE 2024 AMOUNTS WILL BE DISCLOSED IN THE FINANCIAL STATEMENTS FOR THE FISCAL YEAR ENDING AUGUST 31, 2026. WHAT IS AVAILABLE IS THE TOTAL CONTRIBUTION MADE IN CALENDAR YEAR 2024:27,387 HOURS OF SERVICE BY 1,573 VOLUNTEERS, WITH A VALUE ESTIMATED AT OVER $10 MILLION. BET TZEDEK'S EFFORTS IN MARSHALLING VOLUNTEERS AND PRO BONO LAWYERS IN INNOVATIVE AND IMPACTFUL WAYS HAVE RESULTED IN BET TZEDEK RECEIVING THE AMERICAN BAR ASSOCIATION'S "PRO BONO PUBLICO AWARD" FOR ITS HOLOCAUST SURVIVOR JUSTICE NETWORK, A NATIONAL NETWORK OF PRO BONO ATTORNEYS AND SOCIAL WORKERS REPRESENTING SURVIVORS IN THEIR APPLICATION FOR REPARATIONS IN OVER 30 CITIES. BET TZEDEK HAS ALSO RECEIVED THE PRO BONO INSTITUTE'S 2020 CORPORATE PRO BONO "PRO BONO PARTNER AWARD" FOR ITS PRO BONO COLLABORATION WITH THE LAW FIRM OF DAVIS WRIGHT AND TREMAINE, AMAZON AND KIDS IN NEED OF DEFENSE TO SERVE UNDOCUMENTED IMMIGRANT CHILDREN.Desc
Total Program Service Expenses$16,704,606TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document59IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee139EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members58GoverningBodyVotingMembersCnt
Independent Voting Member58IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NORMAN BULLOCKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3235495834PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13520 WILSHIRE BLVD 13TH FLAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90010ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (73 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
SAMANTHA L MILLMAN
BOARD CHAIR1.00Yes (X)Yes (X)$0$0$0
LINDA M BURROW
TREASURER1.00Yes (X)Yes (X)$0$0$0
SCOTT PACKMAN
SECRETARY1.00Yes (X)Yes (X)$0$0$0
LUIS LAINER
CHAIR EMERITUS1.00Yes (X)Yes (X)$0$0$0
G CARLA AXELROD
DIRECTOR1.00Yes (X)$0$0$0
MATTHEW D BENEDETTO
DIRECTOR1.00Yes (X)$0$0$0
ARTHUR H BILGER
DIRECTOR1.00Yes (X)$0$0$0
JENNIFER L BRYANT
DIRECTOR1.00Yes (X)$0$0$0
ALISHA C BURGIN
DIRECTOR1.00Yes (X)$0$0$0
MICHELLE LC CARPENTER
DIRECTOR1.00Yes (X)$0$0$0
KIMBERLY K CHEMERINSKY
DIRECTOR1.00Yes (X)$0$0$0
VICTOR DE LA CRUZ
DIRECTOR1.00Yes (X)$0$0$0
YOUSUF I DHAMEE
DIRECTOR1.00Yes (X)$0$0$0
CHRISTINE E ELLICE
DIRECTOR1.00Yes (X)$0$0$0
MICHAEL A FIRESTEIN
DIRECTOR1.00Yes (X)$0$0$0
ZHANNA FISH
DIRECTOR1.00Yes (X)$0$0$0
HON TERRY B FRIEDMAN
DIRECTOR1.00Yes (X)$0$0$0
GEOFFREY M GOLD
DIRECTOR1.00Yes (X)$0$0$0
GORDON A GREENBERG
DIRECTOR1.00Yes (X)$0$0$0
REX HEINKE
DIRECTOR1.00Yes (X)$0$0$0
GREGORY D HELMER
DIRECTOR1.00Yes (X)$0$0$0
SEAN W JAQUEZ
DIRECTOR1.00Yes (X)$0$0$0
RICHARD B JONES
DIRECTOR1.00Yes (X)$0$0$0
MOEZ M KABA
DIRECTOR1.00Yes (X)$0$0$0
JEFFREY H KINRICH
DIRECTOR1.00Yes (X)$0$0$0
KATHERINE H KU
DIRECTOR1.00Yes (X)$0$0$0
TARIFA B LADDON
DIRECTOR (THRU 2/25)1.00Yes (X)$0$0$0
STANLEY W LEVY
DIRECTOR1.00Yes (X)$0$0$0
JASON D LINDER
DIRECTOR1.00Yes (X)$0$0$0
JOHN LY
DIRECTOR1.00Yes (X)$0$0$0
NEAL R MARDER
DIRECTOR1.00Yes (X)$0$0$0
KEVIN S MARKS
DIRECTOR1.00Yes (X)$0$0$0
MICHELLE MAYER
DIRECTOR (THRU 2/25)1.00Yes (X)$0$0$0
TORREY J MCCLARY
DIRECTOR1.00Yes (X)$0$0$0
FRANK E MELTON
DIRECTOR1.00Yes (X)$0$0$0
ALEX MENENBERG
DIRECTOR1.00Yes (X)$0$0$0
LINDA MICHAELSON
DIRECTOR1.00Yes (X)$0$0$0
KENNETH S MILLMAN
DIRECTOR1.00Yes (X)$0$0$0
ARIEL A NEUMAN
DIRECTOR1.00Yes (X)$0$0$0
AMY E PROCTOR
DIRECTOR1.00Yes (X)$0$0$0
JILL RATNER
DIRECTOR1.00Yes (X)$0$0$0
HEATHER L RICHARDSON
DIRECTOR1.00Yes (X)$0$0$0
REY M RODRIGUEZ
DIRECTOR1.00Yes (X)$0$0$0
JENNIFER S ROMANO
DIRECTOR1.00Yes (X)$0$0$0
ERIN C ROTGIN
DIRECTOR1.00Yes (X)$0$0$0
DAVID J SCHINDLER
DIRECTOR1.00Yes (X)$0$0$0
ROBERT M SCHWARTZ
DIRECTOR1.00Yes (X)$0$0$0
DAWN SESTITO
DIRECTOR1.00Yes (X)$0$0$0
DANIEL L SHALLMAN
DIRECTOR1.00Yes (X)$0$0$0
ADAM SIEFF
DIRECTOR1.00Yes (X)$0$0$0
ASHLEY M SILBERFELD
DIRECTOR1.00Yes (X)$0$0$0
MATTHEW E SLOAN
DIRECTOR1.00Yes (X)$0$0$0
GLENN A SONNENBERG
DIRECTOR1.00Yes (X)$0$0$0
BENNETT L SPIEGEL
DIRECTOR1.00Yes (X)$0$0$0
ALBERT STEMP
DIRECTOR (THRU 2/25)1.00Yes (X)$0$0$0
LAURA A STOLL
DIRECTOR1.00Yes (X)$0$0$0
MARY ANN TODD
DIRECTOR1.00Yes (X)$0$0$0
ADAM S UMANOFF
DIRECTOR1.00Yes (X)$0$0$0
LEAH E WEIL
DIRECTOR1.00Yes (X)$0$0$0
ALEX M WEINGARTEN
DIRECTOR1.00Yes (X)$0$0$0
RYAN K YAGURA
DIRECTOR (THRU 2/25)1.00Yes (X)$0$0$0
SAM S YEBRI
DIRECTOR1.00Yes (X)$0$0$0
DIEGO J CARTAGENA
CEO40.00Yes (X)$271,084$0$23,588
LAURA L NELSON
CFO40.00Yes (X)$149,551$0$23,708
NORMAN BULLOCK
CFOO40.00Yes (X)$3,000$0$0
VINCENT CUMMINGS
VP OF EXTERNAL AFFAIRS40.00$215,520$0$29,221Yes (X)
LAKESH M BAKER
VP OF HUMAN RESOURCES40.00$187,750$0$34,254Yes (X)
TZUNG-LIN FU
VP OF COMPLIANCE40.00$166,488$0$25,813Yes (X)
WEIJU JESSICA KO
CONTROLLER40.00$158,285$0$16,212Yes (X)
ERIKSON R ALBRECHT
DIRECTING ATTORNEY40.00$144,461$0$28,653Yes (X)
MARY T ROSS
DIRECTING ATTORNEY40.00$136,702$0$25,992Yes (X)
YOLANDE P ERICKSON
ATTORNEY III40.00$132,262$0$19,364Yes (X)
MATTHEW DECAROLIS
ATTORNEY III40.00$134,222$0$8,767Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,699,325TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$235,572TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K29IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ROBERT HALF INC
3001 BISHOP DRIVE SUITE 140SAN RAMONCA94583VARIOUS TEMPORARY WORKERS$688,959
INTERCONTINENTAL HOTEL (HANJIN INT'L COR
900 WILSHIRE BLVDLOS ANGELESCA90017GALA - VENUE & FOOD COSTS$256,051
IT PROS MANAGEMENT GROUP INC
9205 WEST RUSSELL ROAD SUITE 240LAS VEGASNV89148IT CONSULTANT AND SUPPORT$235,177
NETDOCS
2500 W EXECUTIVE PKWY 300LEHIUT84048SOFTWARE$126,342
THAT'S YOUR BALLGAME
147 N VISTA STLOS ANGELESCA90036GALA - EVENT PRODUCTION$118,610
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K6CntrctRcvdGreaterThan100KCnt
Fundraising$2,167,602FundraisingAmt
Government Grants$13,107,448GovernmentGrantsAmt
All Other Contributions$8,540,766AllOtherContributionsAmt
Noncash Contributions$341,594NoncashContributionsAmt
Total Contributions$23,815,816TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAM SERVICE FEESDesc
Business541100BusinessCd
Total Revenue Column$1,235TotalRevenueColumnAmt
Related Or Exempt Func Income$1,235RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,235TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$926,725TotalRevenueColumnAmt
Exclusion$926,725ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$147,175FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$2,167,602ContriRptFundraisingEventAmt
Fundraising Direct Expenses$440,291FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$293,116TotalRevenueColumnAmt
Exclusion-$293,116ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$18,000TotalRevenueColumnAmt
Related Or Exempt Func Income$18,000RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$18,000OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$24,468,660TotalRevenueColumnAmt
Related Or Exempt Func Income$19,235RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$633,609ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,431,963TotalAmt
Program Services$506,326ProgramServicesAmt
Management And General$752,145ManagementAndGeneralAmt
Fundraising$173,492FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$10,901,917TotalAmt
Program Services$9,522,855ProgramServicesAmt
Management And General$907,304ManagementAndGeneralAmt
Fundraising$471,758FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$819,385TotalAmt
Program Services$693,900ProgramServicesAmt
Management And General$88,188ManagementAndGeneralAmt
Fundraising$37,297FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,544,358TotalAmt
Program Services$1,340,422ProgramServicesAmt
Management And General$126,987ManagementAndGeneralAmt
Fundraising$76,949FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$851,170TotalAmt
Program Services$698,623ProgramServicesAmt
Management And General$108,563ManagementAndGeneralAmt
Fundraising$43,984FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$57,149TotalAmt
Program Services$57,149ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$77,805TotalAmt
Program Services$30,376ProgramServicesAmt
Management And General$3,179ManagementAndGeneralAmt
Fundraising$44,250FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$6,604TotalAmt
Program Services$6,604ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$26,747TotalAmt
Management And General$26,747ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,712,340TotalAmt
Program Services$1,419,197ProgramServicesAmt
Management And General$182,425ManagementAndGeneralAmt
Fundraising$110,718FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$195,290TotalAmt
Program Services$76,242ProgramServicesAmt
Management And General$7,980ManagementAndGeneralAmt
Fundraising$111,068FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,358,624TotalAmt
Program Services$1,165,608ProgramServicesAmt
Management And General$97,215ManagementAndGeneralAmt
Fundraising$95,801FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$682,443TotalAmt
Program Services$586,901ProgramServicesAmt
Management And General$61,420ManagementAndGeneralAmt
Fundraising$34,122FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$164,782TotalAmt
Program Services$142,736ProgramServicesAmt
Management And General$14,173ManagementAndGeneralAmt
Fundraising$7,873FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$57,056TotalAmt
Program Services$49,068ProgramServicesAmt
Management And General$5,135ManagementAndGeneralAmt
Fundraising$2,853FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$14,360TotalAmt
Program Services$12,351ProgramServicesAmt
Management And General$1,291ManagementAndGeneralAmt
Fundraising$718FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$124,592TotalAmt
Program Services$107,150ProgramServicesAmt
Management And General$11,212ManagementAndGeneralAmt
Fundraising$6,230FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
TEMPORARY LABOR$731,771$234,166$497,605
PROFESSIONAL DUES$65,865$25,714$2,691$37,460
BOOKS/RESEARCH MATERIAL$29,218$29,218

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$20,853,439TotalAmt
Program Services$16,704,606ProgramServicesAmt
Management And General$2,894,260ManagementAndGeneralAmt
Fundraising$1,254,573FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$842,493BOYAmt
EOY$853,388EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,008,676BOYAmt
EOY$9,098,584EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,259,726BOYAmt
EOY$4,799,925EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$225,522BOYAmt
EOY$288,959EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$368,002LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$347,657LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$34,705BOYAmt
EOY$20,345EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$17,207,541BOYAmt
EOY$19,022,810EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$4,649,889BOYAmt
EOY$4,150,538EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$30,228,552BOYAmt
EOY$38,234,549EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,518,067BOYAmt
EOY$1,949,699EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,372,305BOYAmt
EOY$3,484,888EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,883,006BOYAmt
EOY$4,425,858EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,773,378BOYAmt
EOY$9,860,445EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$14,567,071BOYAmt
EOY$19,515,543EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,888,103BOYAmt
EOY$8,858,561EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$22,455,174BOYAmt
EOY$28,374,104EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$30,228,552BOYAmt
EOY$38,234,549EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$3,615,221ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,103,709NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$1,200,000OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12,865,881CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,559,431CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,987,350CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$20,958,026CurrentTaxYearMinus1YearAmt
Current Tax Year$23,815,816CurrentTaxYearAmt
Total$90,186,504TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12,865,881CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,559,431CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,987,350CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$20,958,026CurrentTaxYearMinus1YearAmt
Current Tax Year$23,815,816CurrentTaxYearAmt
Total$90,186,504TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$90,186,504PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$332,932CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$601,912CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$497,908CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$635,988CurrentTaxYearMinus1YearAmt
Current Tax Year$926,725CurrentTaxYearAmt
Total$2,995,465TotalAmt
FieldValueIRS element (for citing)
Total Support$93,181,969TotalSupportAmt
Gross Receipts Rltd Activities$832,668GrossReceiptsRltdActivitiesAmt
Public Support CY1700.96790PublicSupportCY170Pct
Public Support PY1700.97040PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$6,604FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$6,604FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$20,846,835FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$20,853,439FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$843,635CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$3,843,635TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$5,765,453LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$10,151CurrentYearMinus3Amt
Current Year Minus2$2,329CurrentYearMinus2Amt
Current Year Minus1$3,995CurrentYearMinus1Amt
Current Year$6,604CurrentYearAmt
Total$23,079TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$210,909CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$960,909TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,441,364GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,139,606BeginningYearBalanceAmt
Contributions$1,558,621ContributionsAmt
Investment Earnings Or Losses$1,636,757InvestmentEarningsOrLossesAmt
Other Expenditures$558,621OtherExpendituresAmt
End Year Balance$16,776,363EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,027,983BeginningYearBalanceAmt
Contributions$534,974ContributionsAmt
Investment Earnings Or Losses$2,111,623InvestmentEarningsOrLossesAmt
Other Expenditures$534,974OtherExpendituresAmt
End Year Balance$14,139,606EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,073,828BeginningYearBalanceAmt
Contributions$499,358ContributionsAmt
Investment Earnings Or Losses$954,155InvestmentEarningsOrLossesAmt
Other Expenditures$499,358OtherExpendituresAmt
End Year Balance$12,027,983EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,563,144BeginningYearBalanceAmt
Contributions$1,055,094ContributionsAmt
Investment Earnings Or Losses-$2,089,316InvestmentEarningsOrLossesAmt
Other Expenditures$455,094OtherExpendituresAmt
End Year Balance$11,073,828EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,653,549BeginningYearBalanceAmt
Contributions$1,358,839ContributionsAmt
Investment Earnings Or Losses$1,929,595InvestmentEarningsOrLossesAmt
Other Expenditures$378,839OtherExpendituresAmt
End Year Balance$12,563,144EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.66420BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.30750PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.02830TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$50,787OtherCostOrOtherBasisAmt
Depreciation$40,378DepreciationAmt
Book Value$10,409BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$317,215OtherCostOrOtherBasisAmt
Depreciation$307,279DepreciationAmt
Book Value$9,936BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$20,345TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescRIGHT OF USE LEASE ASSETSDesc
Book Value$4,150,538BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$4,150,538TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescRIGHT OF USE LIABILITIESDesc
Amt$4,425,858Amt
FieldValueIRS element (for citing)
Total Liability$4,425,858TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$30,151,578TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,103,709NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$4,605,956DonatedServicesAndUseFcltsAmt
Revenue Not Reported$5,709,665RevenueNotReportedAmt
Revenue Subtotal$24,441,913RevenueSubtotalAmt
Investment Expenses Not Incld$26,747InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$26,747RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$24,468,660TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$25,432,648TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$4,605,956DonatedServicesUseFcltsAmt
Expenses Not Reported$4,605,956ExpensesNotReportedAmt
Expenses Subtotal$20,826,692ExpensesSubtotalAmt
Investment Expenses Not Incld2$26,747InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$26,747ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$20,853,439TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE ORGANIZATION MUST HOLD IN PERPETUITY OR FOR A DONOR-SPECIFIED PERIOD(S) AS WELL AS BOARD-DESIGNATED FUNDS. UNDER THIS POLICY, AS APPROVED BY THE BOARD OF TRUSTEES, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO PRODUCE TOTAL RETURNS (NET OF INFLATION) IN EXCESS OF THE ENDOWMENT SPEND-OUT RATE, THUS ALLOWING FOR REAL GROWTH OF ENDOWMENT ASSETS WHILE ASSUMING A MODERATE LEVEL OF INVESTMENT RISK.
PART XI LINE 2B AND PART XII LINE 2A:NATIONALLY RECOGNIZED FOR ITS PRO BONO MODEL, BET TZEDEK LEVERAGES THE DONATED SERVICES OF THOUSANDS OF VOLUNTEERS TO DRAMATICALLY INCREASE THE IMPACT OF ITS STAFF'S WORK. DONATED SERVICES AND USE OF FACILITIES IN THE AMOUNT OF $4,606,175 IS COMPRISED OF $452,086 IN DONATED LEGAL SERVICES AND $4,154,089 IN DONATED VOLUNTEER HOURS. DONATED SERVICES ARE COMPRISED OF IN-KIND SUPPORT FOR CONTRIBUTED PROFESSIONAL SERVICES OF VOLUNTEER ATTORNEYS, PARALEGALS AND LAW CLERKS FOR SERVICES RECEIVED FROM THE EXTERNAL AND INTERNAL LEGAL PROFESSIONALS BASED ON THE FISCAL YEAR. DONATED SERVICES ARE VALUED AT RATES NORMALLY CHARGED BY THE VOLUNTEERS FOR SIMILAR SERVICES. IN FISCAL YEAR 2025, BET TZEDEK RECEIVED 27,387 HOURS OF DONATED SERVICES THAT WERE PROVIDED AS PART OF CASE WORK OVERSEEN BY BET TZEDEK ATTORNEYS, PARALEGALS, AND LAW STUDENTS.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1ANNUAL DINNER GALAEvent1Nm
Gross Receipts Event1$2,314,777GrossReceiptsEvent1Amt
Charitable Contri Event1$2,167,602CharitableContriEvent1Amt
Gross Revenue Event1$147,175GrossRevenueEvent1Amt
Rent Facility Costs Event1$199,020RentFacilityCostsEvent1Amt
Entertainment Event1$123,248EntertainmentEvent1Amt
Other Direct Expenses Event1$98,764OtherDirectExpensesEvent1Amt
Gross Receipts Total$2,314,777GrossReceiptsTotalAmt
Charitable Contributions Tot$2,167,602CharitableContributionsTotAmt
Gross Revenue Total Events$147,175GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$199,020RentFcltyCostsTotalEventsAmt
Entertainment Total Events$123,248EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$98,764OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$421,032DirectExpenseSummaryEventsAmt
Net Income Summary-$273,857NetIncomeSummaryAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DIEGO J CARTAGENA
CEO$249,084$0$22,000$0$0$0$13,700$0$9,888$0$294,672$0$0$0
VINCENT CUMMINGS
VP OF EXTERNAL AFFAIRS$195,520$0$20,000$0$0$0$11,011$0$18,210$0$244,741$0$0$0
LAKESH M BAKER
VP OF HUMAN RESOURCES$167,750$0$20,000$0$0$0$9,581$0$24,673$0$222,004$0$0$0
TZUNG-LIN FU
VP OF COMPLIANCE$156,488$0$10,000$0$0$0$8,874$0$16,939$0$192,301$0$0$0
WEIJU JESSICA KO
CONTROLLER$143,285$0$15,000$0$0$0$2,563$0$13,649$0$174,497$0$0$0
LAURA L NELSON
CFO$149,551$0$0$0$0$0$7,812$0$15,896$0$173,259$0$0$0
ERIKSON R ALBRECHT
DIRECTING ATTORNEY$129,461$0$15,000$0$0$0$7,408$0$21,245$0$173,114$0$0$0
MARY T ROSS
DIRECTING ATTORNEY$126,702$0$10,000$0$0$0$2,125$0$23,867$0$162,694$0$0$0
YOLANDE P ERICKSON
ATTORNEY III$132,262$0$0$0$0$0$0$0$19,364$0$151,626$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 7FormAndLineReferenceDesc
ExplanationTHE EXECUTIVE COMMITTEE DETERMINED BONUSES TO EMPLOYEES AT THEIR DISCRETION.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1657ContributionCnt
Noncash Contributions Rpt F990$341,375NoncashContributionsRptF990Amt
Method Of Determining RevenuesPUBLICLY TRADED EXCHANGEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescOFFICE SUPPLIESDesc
Contribution18ContributionCnt
Noncash Contributions Rpt F990$219NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHIS NUMBER REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED, NOT THE NUMBER OF CONTRIBUTIONS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2SAMANTHA L. MILLMAN AND KENNETH S. MILLMAN HAVE A BUSINESS AND FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION A, LINE 3NORMAN BULLOCK WORKED AS INTERIM CFO THROUGH ROBERT HALF, WHICH PAID HIM $186,685 FOR HIS SERVICES TO BET TZEDEK DURING CALENDAR YEAR 2024.
FORM 990, PART VI, SECTION B, LINE 11BBET TZEDEK'S AUDIT COMMITTEE MEETS WITH THE CEO AND CFO TO DISCUSS THE DRAFT OF THE FORM 990. ONCE ACCEPTED, THE FORM IS MADE AVAILABLE TO THE ENTIRE BOARD OF DIRECTORS FOR REVIEW. THE RETURN IS THEN ELECTRONICALLY FILED.
FORM 990, PART VI, SECTION B, LINE 12CTHE EXECUTIVE AND GOVERNANCE COMMITTEES, WITH INPUT FROM SENIOR MANAGEMENT, MONITOR THE CONFLICT OF INTEREST POLICY ON AN ONGOING BASIS. EACH SEPTEMBER, AT THE START OF THE ORGANIZATION'S FISCAL YEAR, EACH BOARD MEMBER IS ASKED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY. THE CONFLICT OF INTEREST POLICY ARTICULATES WHEN A BOARD MEMBER MUST DISCLOSE A CONFLICT OF INTEREST AND RECUSE THEMSELVES FROM ANY BOARD DISCUSSION OR DECISION-MAKING PROCESS RELATED TO THAT INTEREST.
FORM 990, PART VI, SECTION B, LINE 15ATHE BOARD OF DIRECTORS DETERMINES THE COMPENSATION OF THE ORGANIZATION'S CEO BY USING INDEPENDENT COMPENSATION CONSULTANTS AND OTHER ORGANIZATION'S 990S. THE ORGANIZATION GETS ALL APPROVALS FROM THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION C, LINE 19BET TZEDEK MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND INFORMATIONAL RETURNS AVAILABLE UPON WRITTEN REQUEST.
FORM 990, PART XI, LINE 9:RECOGNITION OF PRIOR YEAR CONTRIBUTION 1,200,000.