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Nonprofiteer
← BAR ASSOCIATION OF SAN FRANCISCO

Form 990 for tax year 2023

Filed by BAR ASSOCIATION OF SAN FRANCISCO.

Totals

Total revenue
$8,873,787
Total expenses
$8,829,800
Contributions and grants received
$0
Grants paid
$100,000
Program service revenue
$8,517,596
Investment income
$171,385
Other revenue
$184,806
Total assets, end of year
$9,953,390
Total liabilities, end of year
$3,169,790
Net assets or fund balances, end of year
$6,783,600
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: REFERRALS AND OTHER FEES

    total $4,773,541 · related or exempt $4,773,541

  • 2b · Program service revenue: MEMBERSHIP DUES

    total $1,739,435 · related or exempt $1,739,435

  • 2c · Program service revenue: EXP REIMB FROM AFFILIATE

    total $1,036,358 · related or exempt $1,036,358

  • 2d · Program service revenue: CONTINUING ED/EVENTS/CONFERENCES

    total $847,618 · related or exempt $847,618

  • 2e · Program service revenue: PUBLICATIONS

    total $117,445 · related or exempt $48,640 · unrelated business $68,805

  • 2f · All other program service revenue

    total $3,199 · related or exempt $3,199

  • 3 · Investment income

    total $134,833 · excluded $134,833

  • 5 · Royalties

    total $149,400 · excluded $149,400

  • 7a · Gross sales of assets other than inventory

    securities $36,552

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $36,552

  • 7d · Net gain or loss

    total $36,552 · excluded $36,552

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $35,406 · excluded $35,406

  • 11e · Other revenue, total

    $35,406

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $100,000

  • 5 · Compensation of officers, directors and key employees

    total $738,497

  • 7 · Other salaries and wages

    total $4,547,859

  • 8 · Pension plan contributions

    total $111,725

  • 9 · Other employee benefits

    total $520,382

  • 10 · Payroll taxes

    total $391,070

  • 11b · Fees: legal

    total $554,892

  • 11c · Fees: accounting

    total $32,845

  • 11f · Fees: investment management

    total $30,761

  • 11g · Fees: other

    total $181,966

  • 12 · Advertising and promotion

    total $38,844

  • 13 · Office expenses

    total $114,713

  • 14 · Information technology

    total $113,898

  • 16 · Occupancy

    total $594,326

  • 17 · Travel

    total $32,767

  • 19 · Conferences, conventions and meetings

    total $345,470

  • 20 · Interest

    total $83,663

  • 22 · Depreciation, depletion and amortization

    total $96,473

  • 23 · Insurance

    total $44,475

  • 24a · Other expenses: REPAIRS & MAINTENANCE

    total $54,981

  • 24b · Other expenses: PRINTING & PUBLICATIONS

    total $27,987

  • 24c · Other expenses: RECRUITING

    total $24,982

  • 24d · Other expenses: DUES & SUBSCRIPTIONS

    total $19,212

  • 24e · All other expenses

    total $28,012

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $889,266 · end of year $757,936

  • 2 · Savings and temporary cash investments

    beginning of year $79,890 · end of year $107,701

  • 4 · Accounts receivable

    beginning of year $1,072,548 · end of year $1,372,490

  • 9 · Prepaid expenses and deferred charges

    beginning of year $193,965 · end of year $264,970

  • 10a · Land, buildings and equipment: cost or other basis

    $3,343,546

  • 10b · Land, buildings and equipment: accumulated depreciation

    $2,993,780

  • 10c · Land, buildings and equipment, net

    beginning of year $435,600 · end of year $349,766

  • 11 · Investments: publicly traded securities

    beginning of year $5,329,706 · end of year $5,897,100

  • 15 · Other assets

    beginning of year $2,408,590 · end of year $1,203,427

  • 17 · Accounts payable and accrued expenses

    beginning of year $914,810 · end of year $924,963

  • 19 · Deferred revenue

    beginning of year $666,074 · end of year $963,880

  • 23 · Secured mortgages and notes payable

    beginning of year $1,490,822 · end of year $974,484

  • 25 · Other liabilities

    beginning of year $1,036,015 · end of year $306,463

  • 27 · Net assets without donor restrictions

    beginning of year $6,301,844 · end of year $6,783,600

Mission and programs · 2023

Mission

THE BAR ASSOCIATION OF SAN FRANCISCO CHAMPIONS EQUAL ACCESS TO JUSTICE AND PROMOTES HUMANITY, EXCELLENCE, AND DIVERSITY IN THE LEGAL PROFESSION. WE PROVIDE LEGAL SERVICES TO DISADVANTAGED AND UNDERSERVED INDIVIDUALS IN SAN FRANCISCO. WE CREATE OPPORTUNITIES FOR LEGAL SERVICE IN THE COMMUNITY AND ENCOURAGE PARTICIPATION BY OUR MEMBERS. WE ADVANCE PROFESSIONAL GROWTH AND EDUCATION, AND ELEVATE THE STANDARDS OF INTEGRITY, HONOR, AND RESPECT IN THE PRACTICE OF LAW. WE CULTIVATE DIVERSITY AND EQUALITY IN THE LEGAL PROFESSION, PROVIDE A COLLECTIVE VOICE FOR PUBLIC ADVOCACY, AND PIONEER CONSTRUCTIVE CHANGE IN SOCIETY.

Activities or mission (Part I)

BASF IS A NONPROFIT VOLUNTARY MEMBERSHIP ORGANIZATION OF ATTORNEYS, LAW STUDENTS, AND LEGAL PROFESSIONALS IN THE SAN FRANCISCO BAY AREA WHICH WORKS TO PROMOTE EQUAL JUSTICE FOR ALL AND OPPOSE DISCRIMINATION IN ALL FORMS, INCLUDING (BUT NOT LIMITED TO) DISCRIMINATION BASED ON RACE, SEX, DISABILITY, AND SEXUAL ORIENTATION. BASF PROVIDES A COLLECTIVE VOICE FOR PUBLIC ADVOCACY, ADVANCES PROFESSIONAL GROWTH AND EDUCATION, AND ATTEMPTS TO ELEVATE THE STANDARDS OF INTEGRITY, HONOR, AND RESPECT IN THE PRACTICE OF LAW.

  • GENERAL FUND: PROVIDES INFORMATION AND GENERAL SERVICES TO ASSOCIATION MEMBERS AND TO SAN FRANCISCANS-AT-LARGE, INCLUDING:- CONTINUING EDUCATION SEMINARS AND OTHER EVENTS FOR MEMBERS' BENEFIT- ALTERNATIVE DISPUTE RESOLUTION PROGRAMS: MEDIATION, ARBITRATION, AND EARLY SETTLEMENT SERVICES- DIVERSITY SERVICES: PROGRAMS AND EVENTS PROMOTING DIVERSITY IN THE LEGAL PROFESSION- PUBLICATIONS: PRINT AND ELECTRONIC PUBLICATIONS AVAILABLE TO MEMBERS AND OTHER INTERESTED PARTIES- MEMBER DISCOUNTS ON A RANGE OF GOODS AND SERVICES- CONFERENCE CENTER AND MEETING ROOM RENTALS

  • LAWYER REFERRAL AND INFORMATION SERVICE:- PROVIDES REFERRAL SERVICE TO PANELS OF LAWYERS FROM CALL-IN OR ELECTRONIC INQUIRIES FROM THE PUBLIC- MANAGES SUPERIOR COURT CRIMINAL DEFENSE LAWYER ASSIGNMENTS FOR INDIGENT AND DEPENDENCY CASES AND RELATED COURT BILLING PROGRAMS- PROVIDES ATTORNEYS IN SUPPORT OF SAN FRANCISCO COURT SYSTEM AND PUBLIC DEFENDER'S OFFICE

  • CONFLICT INTERVENTION SERVICE PROGRAM:- PROVIDES MEDIATION SERVICES FOR LANDLORD/LOW INCOME TENANT AND/OR COMMERCIAL LEASE DISPUTES WITH THE GOAL OF KEEPING A VULNERABLE POPULATION HOUSED AND FACILITATING COMMERCIAL SPACE LEASING IN SAN FRANCISCO

  • REMAINING PROGRAMS INCLUDE A PROGRAM TO INCREASE DIVERSITY IN THE LEGAL PROFESSION BY SUPPORTING AND ENCOURAGING INCLUSIVE POLICIES, OUTREACH TO UNDERSERVED AREAS FOR RECRUITMENT, AND TO HOST EVENTS CELEBRATING DIVERSITY. OTHER PROGRAMS ARE PRIMARILY SUPPORT FOR THE PROGRAMS MENTIONED ABOVE.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • VIDHYA PRABHAKARAN

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5 + 1 related

  • TERESA L JOHNSON

    PRESIDENT ELECT

    Total calculated
    $0
    Hours/week
    5 + 1 related

  • CHARLES JUNG

    TREASURER

    Total calculated
    $0
    Hours/week
    5 + 1 related

  • PEGGY OTUM

    SECRETARY

    Total calculated
    $0
    Hours/week
    5 + 1 related

  • ERIN CONNELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NESLIHAN DORAN-CIVAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NATHANIEL DUNN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MATTHEW GLUCK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JENNIFER GRACE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LAURA HURTADO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ADAM KAPLAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ELINOR LEARY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LINDSAY LLEWELLYN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KATHERINE LUBIN BENSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PAUL MOORE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CONSTANCE NORTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CATHERINE ONGIRI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID RIZK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TONY SCHOENBERG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHARLES CHUCK THOMPSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KHARI TILLERY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DEMETRIA VONG-SPILLAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ALLISON WANG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • COLIN WEST

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • COURTNEY BROWN

    BARRISTER'S CLUB PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • SARAH HOFFMAN

    BARRISTER'S CLUB PRESIDENT ELECT

    Total calculated
    $0
    Hours/week
    5

  • SYDNEY ALLEN

    BARRISTER'S CLUB TREASURER

    Total calculated
    $0
    Hours/week
    5

  • JOSEPH BLAKE WINSTON IV

    BARRISTER'S CLUB SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • YOLANDA JACKSON

    EXECUTIVE DIRECTOR & GENERAL COUNSEL

    Total calculated
    $359,568
    From this org
    $348,456
    From related orgs
    $0
    Other
    $11,112
    Hours/week
    35 + 15 related

    Schedule J breakdown matched by us

    Base
    $348,456
    Bonus
    $0
    Other
    $0
    Deferred
    $9,900
    Nontaxable benefits
    $1,212
    Filer's total
    $359,568

  • STEVE MACIEL

    CHIEF FINANCIAL OFFICER

    Total calculated
    $190,851
    From this org
    $182,077
    From related orgs
    $0
    Other
    $8,774
    Hours/week
    35 + 15 related

    Schedule J breakdown matched by us

    Base
    $182,077
    Bonus
    $0
    Other
    $0
    Deferred
    $5,507
    Nontaxable benefits
    $3,267
    Filer's total
    $190,851

  • JULIE TRAUN

    DIRECTOR OF COURT PROGRAMS, LRIS

    Total calculated
    $188,078
    From this org
    $171,731
    From related orgs
    $0
    Other
    $16,347
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $171,731
    Bonus
    $0
    Other
    $0
    Deferred
    $5,287
    Nontaxable benefits
    $11,060
    Filer's total
    $188,078

  • BRUCE KEPPLER

    DIRECTOR OF INFORMATION TECHNOLOGY

    Total calculated
    $163,947
    From this org
    $129,152
    From related orgs
    $0
    Other
    $34,795
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $129,152
    Bonus
    $0
    Other
    $0
    Deferred
    $4,292
    Nontaxable benefits
    $30,503
    Filer's total
    $163,947

  • LISA HANDLEY

    DEPUTY EXECUTIVE DIRECTOR

    Total calculated
    $172,115
    From this org
    $146,053
    From related orgs
    $0
    Other
    $26,062
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $146,053
    Bonus
    $0
    Other
    $0
    Deferred
    $4,633
    Nontaxable benefits
    $21,429
    Filer's total
    $172,115

  • GIANG NGUYEN

    CONTROLLER

    Total calculated
    $128,425
    From this org
    $114,722
    From related orgs
    $0
    Other
    $13,703
    Hours/week
    35

  • CARMEN YUEN

    DIRECTOR OF HUMAN RESOURCES

    Total calculated
    $112,683
    From this org
    $109,116
    From related orgs
    $0
    Other
    $3,567
    Hours/week
    35

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202413199349317261

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