Civic Intelligence

Ventura County Bar Association Inc

EIN 23-7165269 • 501(c)6 • Ventura, CA

Profile

Promote legal excellence, high ethical standards, and professional conduct in the practice of law; to improve access to legal services for all people in ventura county; and to work to improve the administration of justice

4475 Market St BVentura, CA 93003
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

54th percentile

0.00x

Higher debt load relative to assets than 54% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

56th percentile

0.00x

Higher debt load relative to revenue than 56% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

65th percentile

8.5%

Higher net margin than 65% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

96th percentile

$94,194

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 25.7% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

68th percentile

8.5%

Faster asset growth than 68% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

21st percentile

-26%

Faster revenue growth than 21% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$403,867

Up $31,655 (+8.5%) from 2023

Liabilities

Up

$1,798

Up $343 (+24%) from 2023

Net Assets

Up

$402,069

Up $31,312 (+8.4%) from 2023

Operations
Liabilities / Revenue56th percentileNet Margin65th percentile

Revenue

Down

$367,220

Down $130,559 (-26%) from 2023

Expenses

Up

$335,908

Up $9,175 (+2.8%) from 2023

Net Income

Down

$31,312

Down $139,734 (-82%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0-$200KAssets 2015: $54,102Liabilities 2015: $70,746Net Assets 2015: -$16,6442015Assets 2016: $62,588Liabilities 2016: $88,834Net Assets 2016: -$26,2462016Assets 2017: $99,871Liabilities 2017: $82,865Net Assets 2017: $17,0062017Assets 2018: $31,322Liabilities 2018: $27,187Net Assets 2018: $4,1352018Assets 2019: $60,322Liabilities 2019: $2,698Net Assets 2019: $57,6242019Assets 2020: $97,010Liabilities 2020: $1,214Net Assets 2020: $95,7962020Assets 2021: $172,173Liabilities 2021: $2,742Net Assets 2021: $169,4312021Assets 2022: $200,825Liabilities 2022: $1,114Net Assets 2022: $199,7112022Assets 2023: $372,212Liabilities 2023: $1,455Net Assets 2023: $370,7572023Assets 2024: $403,867Liabilities 2024: $1,798Net Assets 2024: $402,0692024

Highlighted filing

2024

Assets$403,867
Liabilities$1,798
Net Assets$402,069
Open 2024 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2015: $445,383Expenses 2015: $497,680Net Income 2015: -$52,2972015Revenue 2016: $457,029Expenses 2016: $466,629Net Income 2016: -$9,6002016Revenue 2017: $498,749Expenses 2017: $460,589Net Income 2017: $38,1602017Revenue 2018: $425,221Expenses 2018: $438,092Net Income 2018: -$12,8712018Revenue 2019: $417,226Expenses 2019: $363,737Net Income 2019: $53,4892019Revenue 2020: $320,816Expenses 2020: $282,644Net Income 2020: $38,1722020Revenue 2021: $374,304Expenses 2021: $301,138Net Income 2021: $73,1662021Revenue 2022: $378,698Expenses 2022: $348,418Net Income 2022: $30,2802022Revenue 2023: $497,779Expenses 2023: $326,733Net Income 2023: $171,0462023Revenue 2024: $367,220Expenses 2024: $335,908Net Income 2024: $31,3122024

Highlighted filing

2024

Revenue$367,220
Expenses$335,908
Net Income$31,312
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$403,867
Liabilities
$1,798
Net assets
$402,069
Revenue
$367,220
Expenses
$335,908
Net income
$31,312
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.04$0.02$4.02$3.67$3.36$0.31
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.72$0.01$3.71$4.98$3.27$1.71
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$0.01$2.00$3.79$3.48$0.30
2021Detailed filing. Detailed filing data is available for this year.$1.72$0.03$1.69$3.74$3.01$0.73
2020Detailed filing. Detailed filing data is available for this year.$0.97$0.01$0.96$3.21$2.83$0.38
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.03$0.58$4.17$3.64$0.53
2018Detailed filing. Detailed filing data is available for this year.$0.31$0.27$0.04$4.25$4.38$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.83$0.17$4.99$4.61$0.38
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.89$0.26$4.57$4.67$0.10
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.71$0.17$4.45$4.98$0.52
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 28, 2022
Return Version
2021v4.1
Gross Receipts
$374,304
Mission and Program Overview

Mission

Promote legal excellence, high

Promote legal excellence, high ethical standards, and professional conduct in the practice of law; to improve access to legal services for all people in ventura county; and to work to improve the administration of justice

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$77,367$156,639▲ $79,272
Savings and Temporary Cash Investments$14,642$14,642→ $0
Land, Buildings, and Equipment, Net$2,739$614▼ $2,125
Accounts Receivable$2,262$278▼ $1,984
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$97,010$172,173▲ $75,163
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$1,214$2,742▲ $1,528
Total Liabilities$1,214$2,742▲ $1,528
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$95,796$169,431▲ $73,635
Total Net Assets Fund Balance$95,796$169,431▲ $73,635
Total Liabilities and Net Assets / Fund Balance$97,010$172,173▲ $75,163

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$614$111,480$112,094
Other Land Buildings-$16,327$16,327
Compensation and Service Providers
Top Officer Pay96th percentile

Board Members and Trustees

NameTitle
Douglas GoldwaterPast-President
Kathryn ClunenPresident
Marc AndersonPresident Elect
Brian IsraelDirector
Carla HartleyDirector
Damon JenkinsDirector
Guillermo Bert PartidaDirector
H Frederick SeigenfeldDirector
Joshua HopstoneDirector
Kata KimDirector
Kymberley PeckDirector
Lauren WoodDirector
Linda AshDirector
Louis KreuzerDirector
Margaret CoyleDirector
Rabiah RahmanDirector
Rachel ColemanDirector
Sasha CollinsDirector
Stephanie JohnsonDirector
Trevor QuirkDirector
Vanessa FrankDirector
Sandra RubioExecutive Director
Jacquelyn RuffinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$30,205
Program Service Revenue
$344,084
Investment Income
$15
Other Revenue
$0
Change in Net Assets
$73,166
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$161,905
Other Expenses$139,233
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$148,733
All Other Expenses---$29,618
Occupancy---$14,846
Payroll Taxes---$13,172
Other Expenses---$6,680
Depreciation Depletion---$2,126
Office Expenses---$1,970
Insurance---$1,488
Fees for Services Accounting---$1,150
Total Functional Expenses$0$0$0$301,138
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Ventura County Bar Association Inc
EIN
23-7165269
Phone
8056507599
Address
4475 Market St B, Ventura, CA 93003

Signing Officer

Name
Kathryn Clunen
Title
President
Signed
2022-11-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathryn Clunen
Formed
1968
Legal Domicile
CA
Voting Board Members
22
Independent Board Members
22
Employees
5
Volunteers
200

Preparer

Firm
Lucove Say & Co Certified Public Accountants
Address
23901 Calabasas Rd Ste 2085, Calabasas, CA 91302
Preparer
Donald LucoveCPA
Phone
8182244411
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“OTHER PROGRAM SERVICES 4: organized continuing education programs and committee discussion groups”

Pt VI, Line 15A

“The executive committee reviews salary surveys for comparable organizations and negotiates the executive directors salary. The board approves the salary and the approval is recorded in the board minutes. Governance documents are available on-line. The financial statements and conflict of interest policy are available on request.”

Raw XML AppendixShowing 400 of 495 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/ActivityOrMissionDesc0PROMOTE LEGAL EXCELLENCE, HIGH ETHICAL STANDARDS, AND PROFESSIONAL CONDUCT IN THE PRACTICE OF LAW; TO IMPROVE ACCESS TO LEGAL SERVICES FOR ALL PEOPLE IN VENTURA COUNTY; AND TO WORK TO IMPROVE THE ADMINISTRATION OF JUSTICE
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IRS990/BooksInCareOfDetail/PersonNm0Sandra Rubio
IRS990/BooksInCareOfDetail/PhoneNum08056507599
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04475 Market St
IRS990/BooksInCareOfDetail/USAddress/CityNm0Ventura
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
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IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt030205
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IRS990/CYOtherExpensesAmt0139233
IRS990/CYOtherRevenueAmt00
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IRS990/CYTotalExpensesAmt0301138
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IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0374304
IRS990/DecisionsSubjectToApprovaInd0false
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IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt02126
IRS990/Desc0PROVIDED APPROXIMATELY 677 ATTORNEY REFERRALS TO THE PUBLIC
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd0true
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IRS990/FeesForServicesAccountingGrp/TotalAmt01150
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IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
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