Civic Intelligence

Sacramento County Bar Association

EIN 94-1359485 • 501(c)6 • Sacramento, CA

Profile

The sacramento county bar association's mission is to promote justice and enhance diversity, with an emphasis on the sacramento region's community and legal profession.

8950 Cal Center Drive Ste 346Sacramento, CA 95826

n/A

Siviq Scores

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

Liabilities / Assets

77th percentile

0.28x

Higher debt load relative to assets than 77% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.30x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Net Margin

14th percentile

-13%

Higher net margin than 14% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$130,918

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 19.3% of source-year revenue.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Asset Growth

19th percentile

-11%

Faster asset growth than 19% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

56%

Faster revenue growth than 93% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$721,384

Down $87,620 (-11%) from 2023

Liabilities

Down

$204,662

Down $81,161 (-28%) from 2023

Net Assets

Down

$516,722

Down $6,459 (-1.2%) from 2023

Revenue

Up

$676,977

Up $243,306 (+56%) from 2023

Expenses

Up

$764,202

Up $132,724 (+21%) from 2023

Net Income

Up

-$87,225

Up $110,582 (+56%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $410,161Liabilities 2010: $172Net Assets 2010: $409,9892010Assets 2011: $477,297Liabilities 2011: $284Net Assets 2011: $477,0132011Assets 2012: $489,221Liabilities 2012: $26,945Net Assets 2012: $462,2762012Assets 2013: $435,642Liabilities 2013: $23,971Net Assets 2013: $411,6712013Assets 2014: $466,434Liabilities 2014: $25,553Net Assets 2014: $440,8812014Assets 2015: $426,858Liabilities 2015: $9,715Net Assets 2015: $417,1432015Assets 2016: $381,877Liabilities 2016: $8,941Net Assets 2016: $372,9362016Assets 2017: $323,222Liabilities 2017: $11,319Net Assets 2017: $311,9032017Assets 2018: $312,104Liabilities 2018: $8,893Net Assets 2018: $303,2112018Assets 2019: $158,563Liabilities 2019: $32,581Net Assets 2019: $125,9822019Assets 2020: $248,435Liabilities 2020: $89,351Net Assets 2020: $159,0842020Assets 2021: $553,942Liabilities 2021: $92,756Net Assets 2021: $461,1862021Assets 2022: $723,333Liabilities 2022: $10,094Net Assets 2022: $713,2392022Assets 2023: $809,004Liabilities 2023: $285,823Net Assets 2023: $523,1812023Assets 2024: $721,384Liabilities 2024: $204,662Net Assets 2024: $516,7222024

Highlighted filing

2024

Assets$721,384
Liabilities$204,662
Net Assets$516,722

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2010: $793,906Expenses 2010: $711,751Net Income 2010: $82,1552010Revenue 2011: $795,226Expenses 2011: $728,202Net Income 2011: $67,0242011Revenue 2012: $701,965Expenses 2012: $716,702Net Income 2012: -$14,7372012Revenue 2013: $700,569Expenses 2013: $751,174Net Income 2013: -$50,6052013Revenue 2014: $715,402Expenses 2014: $686,192Net Income 2014: $29,2102014Revenue 2015: $835,979Expenses 2015: $859,717Net Income 2015: -$23,7382015Revenue 2016: $994,041Expenses 2016: $1,038,248Net Income 2016: -$44,2072016Revenue 2017: $968,640Expenses 2017: $1,029,673Net Income 2017: -$61,0332017Revenue 2018: $1,093,765Expenses 2018: $1,102,457Net Income 2018: -$8,6922018Revenue 2019: $968,228Expenses 2019: $1,145,457Net Income 2019: -$177,2292019Revenue 2020: $615,033Expenses 2020: $545,239Net Income 2020: $69,7942020Revenue 2021: $615,144Expenses 2021: $313,042Net Income 2021: $302,1022021Revenue 2022: $664,944Expenses 2022: $413,898Net Income 2022: $251,0462022Revenue 2023: $433,671Expenses 2023: $631,478Net Income 2023: -$197,8072023Revenue 2024: $676,977Expenses 2024: $764,202Net Income 2024: -$87,2252024

Highlighted filing

2024

Revenue$676,977
Expenses$764,202
Net Income-$87,225

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.72$0.20$0.52$0.68$0.76$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.81$0.29$0.52$0.43$0.63$0.20
2022Detailed filing. Detailed filing data is available for this year.$0.72$0.01$0.71$0.66$0.41$0.25
2021Detailed filing. Detailed filing data is available for this year.$0.55$0.09$0.46$0.62$0.31$0.30
2020Detailed filing. Detailed filing data is available for this year.$0.25$0.09$0.16$0.62$0.55$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.16$0.03$0.13$0.97$1.15$0.18
2018Detailed filing. Detailed filing data is available for this year.$0.31$0.01$0.30$1.09$1.10$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.32$0.01$0.31$0.97$1.03$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.38$0.01$0.37$0.99$1.04$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.43$0.01$0.42$0.84$0.86$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.47$0.03$0.44$0.72$0.69$0.03
2013Summary only. Only limited summary data is available for this year.$0.44$0.02$0.41$0.70$0.75$0.05
2012Summary only. Only limited summary data is available for this year.$0.49$0.03$0.46$0.70$0.72$0.01
2011Summary only. Only limited summary data is available for this year.$0.48$0.00$0.48$0.80$0.73$0.07
2010Summary only. Only limited summary data is available for this year.$0.41$0.00$0.41$0.79$0.71$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.0
Gross Receipts
$676,977
Mission and Program Overview

Mission

Promote the practice of law

The sacramento county bar association's mission is to promote justice and enhance diversity, with an emphasis on the sacramento region's community and legal profession.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$551,807$569,836▲ $18,029
Cash and Non-Interest-Bearing Accounts$255,015$141,728▼ $113,287
Accounts Receivable-$3,375-
Prepaid Expenses and Deferred Charges-$2,985-
Land, Buildings, and Equipment, Net$2,182--
Total Assets$809,004$721,384▼ $87,620
Other Assets Total-$3,460-
Liabilities
Other Liabilities$285,823$192,130▼ $93,693
Accounts Payable and Accrued Expenses-$12,532-
Total Liabilities$285,823$204,662▼ $81,161
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$523,181$516,722▼ $6,459
Total Net Assets Fund Balance$523,181$516,722▼ $6,459
Total Liabilities and Net Assets / Fund Balance$809,004$721,384▼ $87,620

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$196,840$196,840
Equipment-$25,494$25,494
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Terri ShettleExecutive DiFT$113,665$17,253$130,918

Board Members and Trustees

NameTitle
Conner OlsonPresident
Alberto RosasMember at La
Amber BellanteMember at La
Angela LaiMember at La
Annette RoseMember at La
Daniel GlassMember at La
Dustin AmreinMember at La
Elierzer CohenMember at La
Gayle EskridgeMember at La
Heather TiffeeMember at La
J Edward BrooksMember at La
Jennifer MouzisMember at La
John OrcuttMember at La
Justin WardMember at La
Larenda DelainiMember at La
Leon DixsonMember at La
Mauriah ConwayMember at La
Michael VargasMember at La
My TienMember at La
Paul HoybjergMember at La
Rosie DhillonMember at La
Sean MccoyMember at La
Shari CovingtonMember at La
Tara CrabillMember at La
Tatum KennedyMember at La
Victoria BoeschMember at La
Ben CodogSecretary
Brittany BerzinTreasurer
Angelina RayVice Presid
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$660,643
Investment Income
$16,334
Other Revenue
$0
Change in Net Assets
$-87,225
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$383,948
Salaries, Compensation, and Employee Benefits$370,016
Grants and Similar Amounts Paid$10,238
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$183,060
Other Salaries and Wages---$175,340
Current Officers, Directors, Trustees, and Key Employees---$130,918
Fees for Services Other---$62,972
Fees for Services Accounting---$37,451
Other Employee Benefits---$31,935
Occupancy---$26,000
Payroll Taxes---$24,675
Office Expenses---$17,478
All Other Expenses---$14,214
Grants to Domestic Individuals---$10,238
Pension Plan Contributions---$7,148
Other Expenses---$5,897
Depreciation Depletion---$2,182
Insurance---$859
Travel---$85
Total Functional Expenses$0$0$0$764,202
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Membership Dues$120,192
Fee Arbitration$44,387
Credit Cards$12,888
Diverity Fellowship$11,727
Other Curent Liabilities$2,648
Payroll Tax$288
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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
No
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, Page 6, Part VI, Line 6

Members are attorneys who are current with their membership dues.

Form 990, Page 6, Part VI, Line 7A

Members vote to elect the officers and board members of the association who in turn govern the association.

Form 990, Page 6, Part VI, Line 11B

The annual form 990 and related state filings are reviewed by the executive committe of the board prior to filing.

Form 990, Page 6, Part VI, Line 12C

The association's conflict of interest policy is reviewed annually. All new employees and board members, as well as, returning employees and board members are required to comply with the policy.

Form 990, Page 6, Part VI, Line 15A

Review of the executive director's employment and compensation is done by the executive committee of the board of directors of which the executive director does not have a vote.

Form 990, Page 6, Part VI, Line 19

Currently informational documents are available upon request. The board has discussed and has plans to post future information and tax returns on its website.

Filing and Contact Details

Filer

Filer Name
Sacramento County Bar Association
EIN
94-1359485
Phone
9165643780
Address
8950 CAL CENTER DRIVE STE 346, SACRAMENTO, CA 95826

Signing Officer

Name
Brittany Berzin
Title
Treasurer
Phone
9165643780
Signed
2025-11-10

Organization Details

Principal Officer
Conner Olson
Formed
1949
Legal Domicile
CA
Voting Board Members
29
Independent Board Members
29
Employees
5
Volunteers
29

Preparer

Firm
CPA Corporation
Address
1420 ROCKY RIDGE DR STE 130, ROSEVILLE, CA 95661-2834
Preparer
William Simi
Phone
9167828500
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

Scba is a nonprofit business association serving the legal community in and around sacramento county. The association, which was started in 1919, is made up of two dozen sections, divisions, and committees that offer programs to help attorneys achieve specialization and subject-matter expertise in a variety of practice areas. Additionally, scba partners with affiliate bar associations and organizations that add to the dynamic sacramento legal community. The scba staff - a small 4-person team - organizes events, supports educational programming for lawyers, and provides administrative support to the scba executive committee and board of directors. The office is tasked with weekly communications to the membership and other efforts as necessary. As a member services organization, the scba is committed to providing benefits that add value to the members and to the legal community as a whole. Service accomplishment during the year ended december 31,2024 included: 1.maintained regular monthly meetings with directors. 2.continued to organize and present regular subject matter programs to help attorneys achieve continuing education credits. 3.provided fee arbitration services to the public. 4.continued to educate and inspire youth through partnership with sacramento county bar foundation on kids law day. 5.established a scholarship for law students. 6.maintained position as a bridge between the bar (attorneys in the region) with the bench (judicial officers). 7.conducted successful bench bar reception and annual meeting events, highlighting judge of the year and distinguished attorney of the year, and generating revenue for the scba. 8.surpassed 1700 members. 9.hired an executive director to continue enhancing organizational support and operations.

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IRS990/Desc0SCBA IS A NONPROFIT BUSINESS ASSOCIATION SERVING THE LEGAL COMMUNITY IN AND AROUND SACRAMENTO COUNTY. THE ASSOCIATION, WHICH WAS STARTED IN 1919, IS MADE UP OF TWO DOZEN SECTIONS, DIVISIONS, AND COMMITTEES THAT OFFER PROGRAMS TO HELP ATTORNEYS ACHIEVE SPECIALIZATION AND SUBJECT-MATTER EXPERTISE IN A VARIETY OF PRACTICE AREAS. ADDITIONALLY, SCBA PARTNERS WITH AFFILIATE BAR ASSOCIATIONS AND ORGANIZATIONS THAT ADD TO THE DYNAMIC SACRAMENTO LEGAL COMMUNITY. THE SCBA STAFF - A SMALL 4-PERSON TEAM - ORGANIZES EVENTS, SUPPORTS EDUCATIONAL PROGRAMMING FOR LAWYERS, AND PROVIDES ADMINISTRATIVE SUPPORT TO THE SCBA EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS. THE OFFICE IS TASKED WITH WEEKLY COMMUNICATIONS TO THE MEMBERSHIP AND OTHER EFFORTS AS NECESSARY. AS A MEMBER SERVICES ORGANIZATION, THE SCBA IS COMMITTED TO PROVIDING BENEFITS THAT ADD VALUE TO THE MEMBERS AND TO THE LEGAL COMMUNITY AS A WHOLE. SERVICE ACCOMPLISHMENT DURING THE YEAR ENDED DECEMBER 31,2024 INCLUDED: 1.MAINTAINED REGULAR MONTHLY MEETINGS WITH DIRECTORS. 2.CONTINUED TO ORGANIZE AND PRESENT REGULAR SUBJECT MATTER PROGRAMS TO HELP ATTORNEYS ACHIEVE CONTINUING EDUCATION CREDITS. 3.PROVIDED FEE ARBITRATION SERVICES TO THE PUBLIC. 4.CONTINUED TO EDUCATE AND INSPIRE YOUTH THROUGH PARTNERSHIP WITH SACRAMENTO COUNTY BAR FOUNDATION ON KIDS LAW DAY. 5.ESTABLISHED A SCHOLARSHIP FOR LAW STUDENTS. 6.MAINTAINED POSITION AS A BRIDGE BETWEEN THE BAR (ATTORNEYS IN THE REGION) WITH THE BENCH (JUDICIAL OFFICERS). 7.CONDUCTED SUCCESSFUL BENCH BAR RECEPTION AND ANNUAL MEETING EVENTS, HIGHLIGHTING JUDGE OF THE YEAR AND DISTINGUISHED ATTORNEY OF THE YEAR, AND GENERATING REVENUE FOR THE SCBA. 8.SURPASSED 1700 MEMBERS. 9.HIRED AN EXECUTIVE DIRECTOR TO CONTINUE ENHANCING ORGANIZATIONAL SUPPORT AND OPERATIONS.
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