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CALIFORNIA CHANGELAWYERS: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
CALIFORNIA CHANGELAWYERS (EIN 94-3104546)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-09-23
IRS object ID
202102669349301540
Schema version
2020v4.1
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)
Return2021-09-23T16:56:18-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN954557617PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Harrington Group CPAs LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1234 East Colorado Blvd Suite M150AddressLine1Txt
CityPasadenaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91101ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943104546EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1California ChangeLawyersBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCALIBusinessNameControlTxt
Phone4158560780PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1180 Howard Street No 1220AddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonChristopher PunongbayanPersonNm
Person TitleExecutive DirectorPersonTitleTxt
Phone4158560780PhoneNum
Signature2021-09-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstChristopherPersonFirstNm
Person LastPunongbayanPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTonetta L ConnerPreparerPersonNm
PTINP01775198PTIN
Phone6264036801PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerChristopher PunongbayanPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1180 Howard Street No 1220AddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,791,118GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.changelawyers.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1989FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionCalifornia ChangeLawyers is a statewide foundation whose mission is to build a better justice system for all Californians. ChangeLawyers empowers the next generation of lawyers, judges, and activists to create a more diverse legal profession, a fair justice system, and a better California.ActivityOrMissionDesc
Voting Members Governing Body33VotingMembersGoverningBodyCnt
Voting Members Independent33VotingMembersIndependentCnt
Total Employee6TotalEmployeeCnt
Total Volunteers63TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,758,638PYContributionsGrantsAmt
CY Contributions Grants$1,704,953CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$136,105PYInvestmentIncomeAmt
CY Investment Income$37,572CYInvestmentIncomeAmt
PY Other Revenue$223,961PYOtherRevenueAmt
CY Other Revenue$12,127CYOtherRevenueAmt
PY Total Revenue$2,118,704PYTotalRevenueAmt
CY Total Revenue$1,754,652CYTotalRevenueAmt
PY Grants And Similar Paid$734,452PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$987,487CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$722,614PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$545,222CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$250,054CYTotalFundraisingExpenseAmt
PY Other Expenses$306,032PYOtherExpensesAmt
CY Other Expenses$267,360CYOtherExpensesAmt
PY Total Expenses$1,763,098PYTotalExpensesAmt
CY Total Expenses$1,800,069CYTotalExpensesAmt
PY Revenues Less Expenses$355,606PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$45,417CYRevenuesLessExpensesAmt
Total Assets BOY$3,030,347TotalAssetsBOYAmt
Total Assets EOY$3,336,905TotalAssetsEOYAmt
Total Liabilities BOY$377,447TotalLiabilitiesBOYAmt
Total Liabilities EOY$462,606TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,652,900NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,874,299NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionCalifornia ChangeLawyers believes that a state as diverse as California needs a justice system led by advocates of all ethnicities and races. This is why we invest in bright, diverse scholars, to ensure they have the opportunity to become tomorrow's legal changemakers. Our three main grants programs are pipeline grants, fellowships, and scholarships. These allow us to deliver on the original American value, Justice for All. In 2020, California ChangeLawyers invested $ 987,487 in the next generation of lawyers, judges and activists.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$725,539ExpenseAmt
Grant$665,487GrantAmt
DescCalifornia ChangeLawyers award pipeline grants to organizations that target high school and college-aged students from diverse background who are interested in pursuing a legal career. In addition, California ChangeLawyers awards fellowship grants to legal aid agencies to cover the cost of hiring law students and recent grads from diverse backgrounds. By supporting these organizations, we replace the cycle of inequality with a pipeline of young, bright, eager students with the diverse perspectives required to create a more just California. In 2020, California ChangeLawyers distributed $665,487 in grants, supporting diversity pipeline programs and access to justice initiatives across rural California.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$414,970ExpenseAmt
Grant$322,000GrantAmt
DescCalifornia ChangeLawyers awards scholarships to first and third year law students from diverse backgrounds at California law schools. By supporting the brightest change makers of tomorrow as they begin their pursuit of a legal career, we eliminate the roadblocks that exist in achieving success. In 2020, California ChangeLawyers distributed $322,000 in Diversity scholarships to 54 deserving students.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$150,583ExpenseAmt
DescCalifornia ChangeLawyers is committed to creating a pipeline to positions of power in law and society for diverse, first-generation attorneys. We hosted: educational forums on career pathways; skills trainings; and conversations addressing barriers to inclusion for first-generation professionals such as imposter syndrome and microaggressions. We also hosted convenings with leaders in the Legislature and the Judiciary to share their inspirational stories.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$63,661ExpenseAmt
DescImmigration Legal Fellowship: California ChangeLawyers supported the creation of a new California Immigration Legal Fellowship. The 10 fellows are law graduates or new lawyers being trained to provide much-needed deportation defense legal services for the Central Valley and Central Coast regions of the state.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$63,661TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$1,354,753TotalProgramServiceExpensesAmt
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 Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
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 OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
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 Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document10IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee6EmployeeCnt
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 Members33GoverningBodyVotingMembersCnt
Independent Voting Member33IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
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 OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Frank BittnerBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4158560780PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1180 Howard Street No 1220AddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Eric Casher
President4.00Yes (X)Yes (X)$0$0$0
Jeanne Fugate
Co-Vice President1.00Yes (X)Yes (X)$0$0$0
Mark Selwyn
Co-Vice President1.00Yes (X)Yes (X)$0$0$0
Jeff Guthrie
Treasurer1.00Yes (X)Yes (X)$0$0$0
Marci Rubin
Secretary1.00Yes (X)Yes (X)$0$0$0
Rasha Gerges Shields
Executive Committee Member1.00Yes (X)$0$0$0
Olamide Aboise
Director1.00Yes (X)$0$0$0
Deepak Ahluwalia
Director1.00Yes (X)$0$0$0
Alexis Amezcua
Director1.00Yes (X)$0$0$0
Christine Avalos
Director1.00Yes (X)$0$0$0
Sheila Bapat
Director (Start 7/20)1.00Yes (X)$0$0$0
Adrian Carpenter
Director1.00Yes (X)$0$0$0
Cecilia Chen
Director1.00Yes (X)$0$0$0
Anjan Choudhury
Director1.00Yes (X)$0$0$0
E Carlos Dominguez
Director (Start 7/20)1.00Yes (X)$0$0$0
David Kelly
Director1.00Yes (X)$0$0$0
Kenneth J Langan
Director1.00Yes (X)$0$0$0
Khai LeQuang
Director1.00Yes (X)$0$0$0
Jonathan D Libby
Director1.00Yes (X)$0$0$0
Judge Tam Motomo Schumann
Director (Start 7/20)1.00Yes (X)$0$0$0
Bennie J Mackey II
Director1.00Yes (X)$0$0$0
Damian J Martinez
Director (End 3/20)1.00Yes (X)$0$0$0
Roger Perez
Director1.00Yes (X)$0$0$0
Heather Rosing
Director1.00Yes (X)$0$0$0
Claudia Sanchez Wilson
Director1.00Yes (X)$0$0$0
Christopher A Stecher
Director1.00Yes (X)$0$0$0
Jasmine Singh
Director1.00Yes (X)$0$0$0
Kalpana Srinivasan
Director1.00Yes (X)$0$0$0
Melissa Tidwell
Director1.00Yes (X)$0$0$0
Amy Tovar
Director1.00Yes (X)$0$0$0
Alicia Vaz
Director1.00Yes (X)$0$0$0
Laura R Washington
Director1.00Yes (X)$0$0$0
Grace Yang
Director1.00Yes (X)$0$0$0
Michelle Ybarra
Director1.00Yes (X)$0$0$0
Christopher Punongbayan
Executive Director40.00Yes (X)$168,064$0$13,670
FieldValueIRS element (for citing)
Total Reportable Comp From Org$168,064TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$13,670TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$22,953FundraisingAmt
Related Organizations$529,768RelatedOrganizationsAmt
All Other Contributions$1,152,232AllOtherContributionsAmt
Total Contributions$1,704,953TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$44,600TotalRevenueColumnAmt
Exclusion$44,600ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$29,318SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$36,346SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$7,028SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$7,028TotalRevenueColumnAmt
Exclusion-$7,028ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$120FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$22,953ContriRptFundraisingEventAmt
Fundraising Direct Expenses$120FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
Misc income900099$10,576$10,576
Cy Pres Awards900099$1,551$1,551
FieldValueIRS element (for citing)
Other Revenue Total$12,127OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,754,652TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$49,699ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$665,487TotalAmt
Program Services$665,487ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$322,000TotalAmt
Program Services$322,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$181,734TotalAmt
Program Services$60,518ProgramServicesAmt
Management And General$60,699ManagementAndGeneralAmt
Fundraising$60,517FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$288,020TotalAmt
Program Services$155,657ProgramServicesAmt
Management And General$26,532ManagementAndGeneralAmt
Fundraising$105,831FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$39,666TotalAmt
Program Services$18,074ProgramServicesAmt
Management And General$4,354ManagementAndGeneralAmt
Fundraising$17,238FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$35,802TotalAmt
Program Services$15,599ProgramServicesAmt
Management And General$8,640ManagementAndGeneralAmt
Fundraising$11,563FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$30,300TotalAmt
Program Services$24,552ProgramServicesAmt
Management And General$2,887ManagementAndGeneralAmt
Fundraising$2,861FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$44,538TotalAmt
Management And General$44,538ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$6,075TotalAmt
Management And General$6,075ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,492TotalAmt
Program Services$623ProgramServicesAmt
Fundraising$869FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$23,421TotalAmt
Program Services$10,237ProgramServicesAmt
Management And General$2,545ManagementAndGeneralAmt
Fundraising$10,639FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$28,417TotalAmt
Program Services$16,477ProgramServicesAmt
Management And General$3,552ManagementAndGeneralAmt
Fundraising$8,388FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$76,193TotalAmt
Program Services$35,354ProgramServicesAmt
Management And General$13,809ManagementAndGeneralAmt
Fundraising$27,030FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,891TotalAmt
Program Services$2,135ProgramServicesAmt
Management And General$1,393ManagementAndGeneralAmt
Fundraising$363FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$30,341TotalAmt
Program Services$24,660ProgramServicesAmt
Management And General$4,779ManagementAndGeneralAmt
Fundraising$902FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$7,954TotalAmt
Management And General$7,954ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Dues, lic., & svc. fees$9,481$2,280$6,348$853
Miscellaneous$5,257$1,100$1,157$3,000

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,800,069TotalAmt
Program Services$1,354,753ProgramServicesAmt
Management And General$195,262ManagementAndGeneralAmt
Fundraising$250,054FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$85,773BOYAmt
EOY$75,694EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$845,793BOYAmt
EOY$1,221,897EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$455,671BOYAmt
EOY$558,828EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$21,148BOYAmt
EOY$20,383EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,607,217BOYAmt
EOY$1,446,933EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$10,237BOYAmt
EOY$8,661EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$4,508BOYAmt
EOY$4,509EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,030,347BOYAmt
EOY$3,336,905EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$17,311BOYAmt
EOY$10,629EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$360,136BOYAmt
EOY$352,177EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$99,800EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$377,447BOYAmt
EOY$462,606EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,091,444BOYAmt
EOY$2,222,554EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$561,456BOYAmt
EOY$651,745EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,652,900BOYAmt
EOY$2,874,299EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,030,347BOYAmt
EOY$3,336,905EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$45,417ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$266,816NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

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$1,114,802CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,646,613CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,306,846CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,758,638CurrentTaxYearMinus1YearAmt
Current Tax Year$1,704,953CurrentTaxYearAmt
Total$7,531,852TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,114,802CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,646,613CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,306,846CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,758,638CurrentTaxYearMinus1YearAmt
Current Tax Year$1,704,953CurrentTaxYearAmt
Total$7,531,852TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,136,198SubstantialContributorsTotAmt
Public Support Total170$6,395,654PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$199,231CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$208,838CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$86,762CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$136,105CurrentTaxYearMinus1YearAmt
Current Tax Year$37,572CurrentTaxYearAmt
Total$668,508TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$35,125CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$223,961CurrentTaxYearMinus1YearAmt
Current Tax Year$12,127CurrentTaxYearAmt
Total$271,213TotalAmt
FieldValueIRS element (for citing)
Total Support$8,471,573TotalSupportAmt
Public Support CY1700.75500PublicSupportCY170Pct
Public Support PY1700.83180PublicSupportPY170Pct
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 Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$3,270FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,845FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$5,115FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,794,954FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,800,069FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$240,003FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$60,001FilingOrganizationsTotalAmt

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 Minus1$238,155CurrentYearMinus1Amt
Current Year$240,003CurrentYearAmt
Total$478,158TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$717,237LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus1$1,622CurrentYearMinus1Amt
Current Year$5,115CurrentYearAmt
Total$6,737TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus1$59,539CurrentYearMinus1Amt
Current Year$60,001CurrentYearAmt
Total$119,540TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$179,310GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year$3,270CurrentYearAmt
Total$3,270TotalAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,897,654BeginningYearBalanceAmt
Investment Earnings Or Losses$297,578InvestmentEarningsOrLossesAmt
Other Expenditures$86,457OtherExpendituresAmt
End Year Balance$2,108,775EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,692,282BeginningYearBalanceAmt
Investment Earnings Or Losses$289,141InvestmentEarningsOrLossesAmt
Other Expenditures$83,769OtherExpendituresAmt
End Year Balance$1,897,654EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,870,446BeginningYearBalanceAmt
Investment Earnings Or Losses-$94,052InvestmentEarningsOrLossesAmt
Other Expenditures$84,112OtherExpendituresAmt
End Year Balance$1,692,282EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,727,907BeginningYearBalanceAmt
Investment Earnings Or Losses$291,049InvestmentEarningsOrLossesAmt
Other Expenditures$83,010OtherExpendituresAmt
Administrative Expenses$65,500AdministrativeExpensesAmt
End Year Balance$1,870,446EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,714,086BeginningYearBalanceAmt
Investment Earnings Or Losses$98,137InvestmentEarningsOrLossesAmt
Other Expenditures$84,316OtherExpendituresAmt
End Year Balance$1,727,907EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4:These funds are held in reserve and used to support the organization's long term financial health. Funds are transferred to operating accounts and included in the annual budget based on an allocation calculated as 4.75% of the average year-end balance from the prior three years.
Part X, Line 2:ChangeLawyers is exempt from taxation under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d and is considered by the IRS to be an organization other than a private foundation. Generally accepted accounting principles provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax position and believes that all of the positions taken by ChangeLawyers in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. ChangeLawyers returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1ReceptionEvent1Nm
Gross Receipts Event1$23,073GrossReceiptsEvent1Amt
Charitable Contri Event1$22,953CharitableContriEvent1Amt
Gross Revenue Event1$120GrossRevenueEvent1Amt
Other Direct Expenses Event1$120OtherDirectExpensesEvent1Amt
Gross Receipts Total$23,073GrossReceiptsTotalAmt
Charitable Contributions Tot$22,953CharitableContributionsTotAmt
Gross Revenue Total Events$120GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$120OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$120DirectExpenseSummaryEventsAmt
Net Income Summary$0NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (30 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ABA Fund for Justice and Education--JIOP
321 N Clark StChicagoIL60654366110299501(C)(3)$10,000Diversity Pipeline
Alliance for Children's Rights
3333 Wilshire Boulevard Suite 550Los AngelesCA90010954358213501(C)(3)$5,565Legal Services
Asian Americans Advancing Justice Los Angeles
1145 Wilshire BoulevardLos AngelesCA90017953854152501(C)(3)$11,197Legal Services
Bay Area Legal Aid
1735 Telegraph AvenueOaklandCA94612941631316501(C)(3)$5,665Legal Services
Bet Tzedek Legal Services
3250 Wilshire Boulevard Suite 1300Los AngelesCA90010237304205501(C)(3)$8,573Legal Services
CAIR-SFBA
3160 De La Cruz Blvd Suite 110Santa ClaraCA95054770411194501(C)(3)$10,000Summer Fellowship
California Indian Law Association Inc
1446 Butler Ave Unit 12Los AngelesCA90025100773520501(C)(3)$7,500Diversity Pipeline
California Rural Legal Assistance Inc
1430 Franklin Street Suite 103OaklandCA94612952428657501(C)(3)$22,425Legal Services
Center for Youth Development through Law
2120 University AveBerkeleyCA94704943310546501(C)(3)$10,000Diversity Pipeline
Central California Legal Services
2115 Kern Street Suite 200FresnoCA93721941631809501(C)(3)$12,575Legal Services
Centro Legal De La Raza
3400 E 12th StOaklandCA94601237181456501(C)(3)$12,500Diversity Pipeline
Community Legal Aid SoCal
2101 North Tustin AvenueSanta AnaCA92705951994337501(C)(3)$8,662Legal Services
Court Appointed Special Advocates of Imperial County
229 S 8th St Suite BEl CentroCA92243330632963501(C)(3)$7,500Diversity Pipeline
Disability Rights California
1831 K StreetSacramentoCA95811942505916501(C)(3)$31,041Legal Services
Equal Justice Works
1730 M Street NW Suite 800WashingtonDC20036521469738501(C)(3)$65,000Legal Fellowship
For the People
1904 Franklin StOaklandCA94612833317244501(C)(3)$20,000Summer Fellowship
Greater Bakersfield Legal Assistance
615 California AvenueBakersfieldCA93304952829257501(C)(3)$6,058Legal Services
Inland Counties Legal Services
1040 Iowa Ave Suite 106RiversideCA92507956124556501(C)(3)$16,696Legal Services
Justice and Diversity Center of the Bar Association of San Francisco
301 Battery St 3rd FloorSan FranciscoCA94111942931349501(C)(3)$80,000Year Long Fellowship
Legal Aid at Work
180 Montgomery Street Suite 600San FranciscoCA94104940278340501(C)(3)$5,005Legal Services
Legal Aid Foundation of Los Angeles
1550 W 8th StreetLos AngelesCA90017951684067501(C)(3)$11,991Legal Services
Legal Aid Society of San Diego
110 South Euclid AvenueSan DiegoCA92114951869806501(C)(3)$9,079Legal Services
Legal Services of Northern California
517 12th StreetSacramentoCA95814941384659501(C)(3)$13,380Legal Services
Neighborhood Legal Services
1102 East Chevy Chase DriveGlendaleCA91205952408642501(C)(3)$9,266Legal Services
Prison Law Office
1917 Fifth StreetBerkeleyCA94710942495939501(C)(3)$5,056Legal Services
Public Counsel
610 South Ardmore AvenueLos AngelesCA90005237105149501(C)(3)$13,338Legal Services
Public Law Center
601 Civic Center Drive WestSanta AnaCA92701953709253501(C)(3)$6,625Legal Services
Root & Rebound
1730 Franklin St Suite 300OaklandCA94612463876220501(C)(3)$10,000Diversity Pipeline
UC Regents
10889 Wilshire Blvd Suite 700Los AngelesCA90095956006143501(C)(3)$12,500Diversity Pipeline
UnCommon Law
220 4th St Suite 103OaklandCA94607461538094501(C)(3)$80,000Year Long Fellowship
FieldValueIRS element (for citing)
Total501c3 Org30Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
Law School Scholarship26$195,000
Bar Exam Scholarship26$125,000
Undergraduate Scholarships2$2,000

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationTo receive its grant, a grantee must sign a Grant Condition Form, which outlines the allowable uses of funds. The form also sets forth reporting requirements, by which the grantee must submit a written report, typicaly due a month after the grant term has ended, documenting how the grant was used, the demographics of those served, and the impact of the grant on the community. A grantee is also required to provide any documentation reasonably requested, including financials, and accommodate reasonable site visits during the year, in which the grant funds are used by the grantee. Grantees that receive two-year grants must submit a written report documenting use of the funds in compliance with the Grant Conditions Form prior to receiving the second year of funding. Program staff ensures compliance with these requirements and reviews all grant reports. On occasion, staff and/or Board members make site visits to a grantee and/or request a grantee to make an in-person presentation to the Board.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
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 Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonChristopher PunongbayanPersonNm
TitleExecutive DirectorTitleTxt
Base Compensation Filing Org$168,064BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$13,670NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$181,734TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, line 11bThe Executive Director and accounting consultant provide all related information to the CPA firm retained to conduct the annual audit and prepare tax forms. After the CPAs prepare a first draft of Form 990, the Executive Director and accounting consultant carefully review the completed Form 990 and provide the CPAs with any corrections, edits or changes. Once the Executive Director and accounting consultant have completed their review, a second Form 990 draft is circulated to all the Board members. The President and Audit Committee Chair are asked to carefully review the Form 990 and provide feedback. After the Form 990 draft is considered final, the President and Audit Committee Chair, on behalf of the Board, are asked to sign the confirmation form that is sent to the CPAs and allows them to finalize the Form 990.
Form 990, Part VI, Section B, line 12cThe organization's Conflict of Interest Policy, ("CIP"), applies to "interested persons, defined as any director, principal officer, or member of a committee with Board delegated powers, who has a direct, or indirect, material financial interest, as defined in the CIP". All new members of the Board of Directors are presented with a copy of the CIP when their first Board terms begins. Board members are required to sign the CIP's Annual Affirmation and Disclosure Statement, upon joining the Board and every year thereafter, that they remain on the Board. The Executive Director keeps a record of the signed Affirmation and Disclosure Statements and any disclosures by interested persons. The CIP sets forth the process for handling any potential conflicts as well as violations of the Policy.
Form 990, Part VI, Section B, line 15Each year, the Personnel Committee, which is made up exclusively of Board members, conduct a performance evaluation for the Executive Director and makes a recommendation regarding a compensation package. The Committee solicits input regarding the Executive Director's performance from Board members and others outside the Board. The Committee reviews comparability data regarding executive director salaries from a number of sources, including the Center for Non-Profit Management and other national surveys. In its deliberations, the Committee also weighs the desire to reward excellence, encourage retention, and avoid replacement costs. The Committee presents its evaluation and salary recommendation to the full Board of Directors, which approves any adjustments to the Executive Director's compensation package.
Form 990, Part VI, Section C, line 19The Organization's governing documents, conflict of interest policy, and financial statements are available to the public upon request. Also, a summary financial statement is included in the annual report.

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Cal Bar Affinity IncBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1180 Howard StAddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd
FieldValueIRS element (for citing)
EIN844066218EIN
Primary ActivitiesSupport California ChangeLawyersPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1California ChangeLawyersBusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeCEntityTypeTxt
Share Of Total Income$1,801,231ShareOfTotalIncomeAmt
Share Of EOY Assets$929,599ShareOfEOYAssetsAmt
Ownership1.00000OwnershipPct
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (1)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related OrganizationYes (1)DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Cal Bar Affinity IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeFTransactionTypeTxt
Involved$529,768InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt