2015-10-14T13:38:56-05:00 2014-12-31 941254756 HOOD & STRONG LLP 100 FIRST STREET 14TH FLOOR SAN FRANCISCO CA 94105 990 2014-01-01 941334473 SANTA CLARA COUNTY BAR ASSOCIATION SANT 4082872557 31 NORTH SECOND ST 4TH FLOOR SAN JOSE CA 95113 CHRISTINE BURDICK CEO 4082872557 2015-09-23 1 MAGA E KISRIEV P01008919 4157810793 2014 2016-03-07 17:11:31Z CHRISTINE BURDICK 31 NORTH SECOND ST 4TH FLOOR SAN JOSE CA 95113 1157242 0 X WWW.SCCBA.COM X 1968 CA TO SERVE THE LEGAL PROFESSION AND THE GENERAL WELFARE OF THE PEOPLE OF SANTA CLARA COUNTY. 26 26 12 1500 3930 973 0 0 1103444 1148687 664 82 13261 8473 1117369 1157242 0 0 0 0 718023 665047 0 0 0 444680 439893 1162703 1104940 -45334 52302 70543 129161 594091 600407 -523548 -471246 TO SERVE THE LEGAL PROFESSION AND THE GENERAL WELFARE OF THE PEOPLE OF SANTA CLARA COUNTY. 0 0 PROVIDES A LAWYER REFERRAL SERVICE, CONTINUING LEGAL EDUCATION, A MAILING SERVICE, LEGAL DIRECTORY, A FEE ARBITRATION, CLIENT RELATIONS PROGRAM AND PROFESSIONAL AND SERVICE ACTIVITIES. GENERATED MEMBERSHIP DUES, SECTION FEES, SPONSORSHIP INCOME, MODEST MEANS FEES, WEBSITE INCOME, INTEREST INCOME, AND OTHER MISCELLANEOUS INCOME. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 12 1 1 1 0 0 0 0 0 X 26 26 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X CHRISTINE BURDICK 4082872557 31 NORTH SECOND ST 4TH FLOOR SAN JOSE CA 95113 DIANNE SWEENEY PRESIDENT 10.00 X X 0 0 0 JOHN MLNARIK PRESIDENT-ELECT 2.00 X X 0 0 0 NICOLE ISGER SECRETARY 2.00 X X 0 0 0 MATT POPPE TREASURER 2.00 X X 0 0 0 ADAM DAVIS TRUSTEE 2.00 X 0 0 0 RAM FLETCHER TRUSTEE 2.00 X 0 0 0 JILL FOX TRUSTEE 2.00 X 0 0 0 GABRIEL GREGG TRUSTEE 2.00 X 0 0 0 KEVIN HAMMON TRUSTEE 2.00 X 0 0 0 SYLVIA PEREZ-MACDONALD TRUSTEE 2.00 X 0 0 0 CARLOS ORELLANA TRUSTEE 2.00 X 0 0 0 KATE WILSON TRUSTEE 2.00 X 0 0 0 DANA BRODY-BROWN TRUSTEE 2.00 X 0 0 0 LAURIE CHARRINGTON TRUSTEE 2.00 X 0 0 0 CHRISTOPHER DULL TRUSTEE 2.00 X 0 0 0 MINDY MORTON TRUSTEE 2.00 X 0 0 0 STEVE HALEY TRUSTEE 2.00 X 0 0 0 CARMEN ROSAS TRUSTEE 2.00 X 0 0 0 AILEEN CASANAVE TRUSTEE 2.00 X 0 0 0 BRIAN WONG TRUSTEE 2.00 X 0 0 0 LAUREN JONES TRUSTEE 2.00 X 0 0 0 JOHN CLARK TRUSTEE 2.00 X 0 0 0 SHARONROSE CANNISTRACI TRUSTEE 2.00 X 0 0 0 MEGAN OTTOBONI TRUSTEE 2.00 X 0 0 0 ELISA TOLENTINO TRUSTEE 2.00 X 0 0 0 JUAN-CARLOS ORELLANA TRUSTEE 2.00 X 0 0 0 CHRISTINE BURDICK CEO & GENERAL COUNSEL 60.00 X 167769 0 22686 167769 0 22686 1 0 1 0 0 MEMBERSHIP DUES 900099 607133 607133 LUNCHEON/SEMINARS 541100 253315 253315 LAWYER REFERRAL FEES 541100 204931 204931 ARBITRATION FEES 541100 47816 47816 SPONSORSHIP INCOME 900099 19202 19202 16290 16290 1148687 82 82 WEBSITE/ ADVERTISING 900099 6143 4343 1800 MAILING SERVICE 541900 2130 2130 MATERIAL PURCHASES 900099 200 200 8473 1157242 1153230 3930 82 190455 352719 13340 65620 42913 8955 50 34324 17320 156550 14057 103835 8673 12600 7370 BANK FEES 22834 COMMITTEE ALLOCATIONS 17748 35577 1104940 13685 4773 79767 2507 2344 21621 9510 223752 203622 32730 20130 0 12637 70543 129161 108136 96625 379151 405612 75000 75000 31804 23170 594091 600407 X -523548 -471246 -523548 -471246 70543 129161 52302 0 X 0 0 0 0 1 0 223752 203622 20130 20130 DEPOSITS 12637 12637 DEFERRED RENT 12460 EMPLOYEE BENEFITS 10710 23170 X X X 0 0 0 CHRISTINE BURDICK CEO & GENERAL COUNSEL 161744 0 2000 0 4025 0 8312 0 14374 0 190455 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 EACH MEMBER OF THE ORGANIZATION MAY CAST A VOTE TO ELECT THE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERSHIP ELECTS THE OFFICERS AND TRUSTEES OF THE GOVERNING BODY. IN ADDITION, THE GOVERNING BODY CONSISTS OF CERTAIN AFFILIATED ORGANIZATION TRUSTEES. THOSE POSITIONS ARE FILLED BY THE PRESIDENT OF THE AFFILIATED ORGANIZATION OR HIS/HER DESIGNEE. FORM 990, PART VI, SECTION B, LINE 11 THE TAXPAYER'S ACCOUNTING FIRM FORWARDED THE FORM 990 TO THE ACCOUNTING MANAGER. UPON REVIEW, THE ACCOUNTING MANAGER FORWARDED THE FORM 990 TO THE CHIEF EXECUTIVE OFFICER. THE CHIEF EXECUTIVE OFFICER REVIEWED THE FORM 990 AND MADE A COMPLETE COPY OF THE FORM 990 AVAILABLE TO THE BOARD EXECUTIVE COMMITTEE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE GENERAL COUNSEL IS RESPONSIBLE FOR THE OVERSIGHT AND REVIEW OF THE SANTA CLARA COUNTY BAR ASSOCIATION'S CONFLICT OF INTEREST POLICY FOR ITS OFFICERS AND DIRECTORS. IN ADDITION, THE EXECUTIVE COMMITTEE REVIEWS ANY POTENTIAL CONFLICTS AND THEN REFERS THEM TO THE BOARD OF TRUSTEES FOR ACTION, IF NECESSARY. UNTIL THE CONFLICT IS RESOLVED, THE DIRECTOR OR OFFICER WILL NOT PARTICIPATE IN THE DELIBERATIONS AND DECISIONS IN THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT OBTAINS COMPARABLE DATA AND PRESENTS TO THE EXECUTIVE COMMITTEE OF NINE MEMBERS: FOUR ELECTED OFFICERS AND FIVE BOARD MEMBERS WHO ARE RESPONSIBLE FOR SETTING THE EXECUTIVE DIRECTOR'S COMPENSATION. OTHER KEY EMPLOYEES' COMPENSATION IS SET BY THE CEO WITHIN THE BUDGET APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST, AND THEY ARE ON THE ORGANIZATION'S WEBSITE WITH THE POSTING OF THE BOARD'S AGENDA PACKETS THAT ARE AVAILABLE FOR ALL MEMBERS.