Civic Intelligence

Contra Costa County Bar Association

990 • Fiscal year 2016 • EIN 94-2398067

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 03, 2017

2300 Clayton RoadConcord, CA 94520

(925) 686-6900

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

64th percentile

0.35x

Higher debt load relative to assets than 64% of similar nonprofits.

2016 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

13th percentile

0.05x

Higher debt load relative to revenue than 13% of similar nonprofits.

2016 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2016

Net Margin

43rd percentile

2.0%

Higher net margin than 43% of similar nonprofits.

2016 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

18th percentile

$134,875

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2016 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2016

Asset Growth

86th percentile

17%

Faster asset growth than 86% of similar nonprofits.

2016 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

81st percentile

12%

Faster revenue growth than 81% of similar nonprofits.

2016 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Assets

Up

$795,544

Up $117,880 (+17%) from 2015

Net Assets

Up

$519,874

Up $106,132 (+26%) from 2015

Liabilities

Up

$275,670

Up $11,748 (+4.5%) from 2015

Revenue

Up

$5,414,807

Up $596,718 (+12%) from 2015

Expenses

Up

$5,304,715

Up $500,196 (+10%) from 2015

Net Income

Up

$110,092

Up $96,522 (+711%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2010: $787,300Liabilities 2010: $281,876Net Assets 2010: $505,4242010Assets 2011: $641,104Liabilities 2011: $235,279Net Assets 2011: $405,8252011Assets 2012: $515,331Liabilities 2012: $190,022Net Assets 2012: $325,3092012Assets 2013: $658,737Liabilities 2013: $252,802Net Assets 2013: $405,9352013Assets 2014: $690,154Liabilities 2014: $287,403Net Assets 2014: $402,7512014Assets 2015: $677,664Liabilities 2015: $263,922Net Assets 2015: $413,7422015Assets 2016: $795,544Liabilities 2016: $275,670Net Assets 2016: $519,8742016Assets 2017: $973,035Liabilities 2017: $334,370Net Assets 2017: $638,6652017Assets 2018: $1,332,640Liabilities 2018: $307,940Net Assets 2018: $1,024,7002018Assets 2019: $952,537Liabilities 2019: $171,090Net Assets 2019: $781,4472019Assets 2020: $840,308Liabilities 2020: $137,763Net Assets 2020: $702,5452020Assets 2021: $1,011,948Liabilities 2021: $191,092Net Assets 2021: $820,8562021Assets 2022: $909,321Liabilities 2022: $5,072Net Assets 2022: $904,2492022Assets 2023: $927,885Liabilities 2023: $187,415Net Assets 2023: $740,4702023Assets 2024: $677,902Liabilities 2024: $0Net Assets 2024: $677,9022024

Highlighted filing

2016

Assets$795,544
Liabilities$275,670
Net Assets$519,874

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2010: $4,068,344Expenses 2010: $4,095,633Net Income 2010: -$27,2892010Revenue 2011: $4,142,908Expenses 2011: $4,085,247Net Income 2011: $57,6612011Revenue 2012: $4,662,675Expenses 2012: $4,743,191Net Income 2012: -$80,5162012Revenue 2013: $4,439,480Expenses 2013: $4,358,854Net Income 2013: $80,6262013Revenue 2014: $4,518,430Expenses 2014: $4,521,614Net Income 2014: -$3,1842014Revenue 2015: $4,818,089Expenses 2015: $4,804,519Net Income 2015: $13,5702015Revenue 2016: $5,414,807Expenses 2016: $5,304,715Net Income 2016: $110,0922016Revenue 2017: $5,733,843Expenses 2017: $5,633,757Net Income 2017: $100,0862017Revenue 2018: $6,288,659Expenses 2018: $5,879,605Net Income 2018: $409,0542018Revenue 2019: $2,943,483Expenses 2019: $3,335,365Net Income 2019: -$391,8822019Revenue 2020: $722,984Expenses 2020: $806,113Net Income 2020: -$83,1292020Revenue 2021: $948,562Expenses 2021: $852,619Net Income 2021: $95,9432021Revenue 2022: $1,054,234Expenses 2022: $978,566Net Income 2022: $75,6682022Revenue 2023: $963,681Expenses 2023: $1,084,412Net Income 2023: -$120,7312023Revenue 2024: $1,047,641Expenses 2024: $1,290,623Net Income 2024: -$242,9822024

Highlighted filing

2016

Revenue$5,414,807
Expenses$5,304,715
Net Income$110,092
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 3, 2017
Return Version
2016v3.0
Gross Receipts
$5,520,624
Mission and Program Overview

Mission

The cccba's mission is to represent its members and to advocate on their behalf, to educate its members and the general public concerning the law, the legal profession and the judicial system; to facilitate communication both among its members and the general public. The cccba consists of 6 operating departments, along with 20 practice sections and 21 committees. In addition to the various programs, it administers the bar fund and assists the contra costa county superior court by providing volunteer mediators for their fast-track "adr program". The cccba also encourages member participation in a number of volunteer bench programs, a court scholarship program, and an education outreach program.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$482,813$533,732▲ $50,919
Cash and Non-Interest-Bearing Accounts$144,568$223,230▲ $78,662
Prepaid Expenses and Deferred Charges$13,209$18,442▲ $5,233
Land, Buildings, and Equipment, Net$22,053$13,113▼ $8,940
Savings and Temporary Cash Investments$15,021$7,027▼ $7,994
Accounts Receivable-$0-
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$677,664$795,544▲ $117,880
Other Assets Total-$0-
Liabilities
Deferred Revenue$136,491$145,078▲ $8,587
Other Liabilities$117,995$126,558▲ $8,563
Accounts Payable and Accrued Expenses$9,436$4,034▼ $5,402
Total Liabilities$263,922$275,670▲ $11,748
Net Assets / Fund Balance
Unrestricted Net Assets$407,592$515,610▲ $108,018
Temporarily Rstr Net Assets$6,150$4,264▼ $1,886
Total Net Assets Fund Balance$413,742$519,874▲ $106,132
Total Liabilities and Net Assets / Fund Balance$677,664$795,544▲ $117,880

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$9,110$110,862$119,972
Equipment$4,003$40,016$44,019
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
William GreenDir, Criminal Conflict PrgmFT$134,875$134,875
Theresa HurleyExecutive DirectorFT$103,000$103,000

Board Members and Trustees

NameTitle
Nicholas CasperPast-president
Elva HardingPresident
Philip AndersenPresident-Elect
David MarchianoDirector
Dean BarbieriDirector
Dorian PetersDirector
Ericka MckennaDirector
Katherine WengerDirector
Laura RamseyDirector
Mary CareyDirector
Oliver GreenwoodDirector
Renee Welze LivingstonDirector
Steven DerbyDirector
Summer SelleckDirector
Wendy Mcguire CoatsDirector
James WuSecretary
Michelle FerberTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Carmela CaramagnoCrim Conflict CounslPO BOX 784, Benicia, CA 94553$223,901
Charles Hoehn IiiCrim Conflict Counsl3650 MT DIABLO BLVD 225, Lafayette, CA 94549$189,112
Anthony AsheCrim Conflict Counsl201 W RICHMOND AVE SUITE 3, Pt Richmond, CA 94801$151,278
-Crim Conflict Counsl1975 WILLOW PASS ROAD, Bay Point, CA 94565$146,905
Howard WilliamsCrim Conflict Counsl910 COURT STREET, Martinez, CA 94553$143,434
Revenue and Support

Revenue Composition

Contributions and Grants
$4,550,585
Program Service Revenue
$856,231
Investment Income
$3,787
Other Revenue
$4,204
Change in Net Assets
$110,092
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,469,636
Salaries, Compensation, and Employee Benefits$825,579
Grants and Similar Amounts Paid$9,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$422,980
Current Officers, Directors, Trustees, and Key Employees---$237,875
All Other Expenses---$121,803
Other Employee Benefits---$102,403
Occupancy---$78,818
Payroll Taxes---$51,691
Fees for Services Other---$36,658
Information Technology---$24,797
Other Expenses---$22,556
Fees for Services Accounting---$15,304
Office Expenses---$11,623
Insurance---$11,483
Pension Plan Contributions---$10,630
Depreciation Depletion---$8,940
Grants to Domestic Individuals---$6,000
Travel---$4,074
Grants to Domestic Orgs---$3,500
Total Functional Expenses$0$0$0$5,304,715
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
Lobbying activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
County SupervisorSpouse of Board MbrCriminalconflict SvcNo-

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Section Accounts$122,294
Temporary Restricted Funds$4,264
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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, Part VI, Line 4: Description of Significant Changes to Organizational Documents

The organizational documents were amended to reflect recent changes in non-profit law, facilitate communications between the organization, board of directors and members, and to update the rights and obligations of the organization's directors, officers, and members.

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

Members of the contra costa county bar association are attorneys licensed by the california state bar who practice law in contra costa county. The cccba membership also includes law students, judges, retired attorneys, legal support staff and affiliates.

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

The executive director and governing body are provided with preliminary copy of the form 990 and all schedules to include comments and overviews from the certified public accountant. The accountant subsequently attends a regularly scheduled board meeting to address any questions or concerns the board members have regarding this draft return. The board approves the return and authorizes the accountant to finalize the return.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

The cccba has a conflict of interest policy which defines the conflict of interest and identifies classes of individuals covered by the policy which include officers, directors, and the executive director. In january of each calendar year, persons covered by this policy will complete a form to disclose or update their interest that could give rise to conflicts of interest, such as a list of family members, substantial business or investment holders, and other transactions or affiliations with businesses, organizations or family members. For each interest disclosed to the president, the president will determine whether to: (a) take no action; (b) assure full disclosure to the board of directors and other individuals covered by this policy; (c) ask the person to recuse him/herself from participation in related discussions or decisions within the cccba; or, (d) ask the person to resign from his or her position within the cccba. The cccba's executive director will monitor proposed or ongoing transactions for conflicts of interest and disclose them to the president in order to deal with potential or actual conflicts, whether discovered before or after the transaction has occured.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

COMPENSATION OF THE EXECUTIVE DIRECTOR IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. THE FINANCE COMMITTEE SHALL annually evaluate the Executive Director on his/her performance, and ask for his/her input on matters of performance and compensation. The FINANCE COMMITTEE will obtain research and information to make a recommendation to the full board for the compensation (salary and benefits) of the Executive Director (and other highly compensated employees or consultants) based on a review of COMPARABLE data to include salary and benefit compensation studies by independent sources, written job offers for positions at similar organizations, documented telephone calls about similar positions at both nonprofit and for-profit organizations, and information obtained from the IRS Form 990 filings of similar organizations. To approve the compensation for the Executive Director (and other highly compensated employees and consultants) the board will document how it reached its decisions, including the data on which it relied, in minutes of the meeting during which the compensation was approved.

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

Governing documents, policies and financial statement are available to the general public, upon request, at the organization's main office.

Filing and Contact Details

Filer

Filer Name
Contra Costa County Bar Association
EIN
94-2398067
Phone
9256866900
Address
2300 CLAYTON ROAD, CONCORD, CA 94520

Signing Officer

Name
Theresa Hurley
Title
Executive Director
Signed
2017-08-03
Discuss with paid preparer
Yes

Organization Details

Formed
1976
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
17
Employees
13
Volunteers
94

Preparer

Firm
Arlene K Mose CPA
Address
367 Civic Drive Suite 12, Pleasant Hill, CA 94523-1935
Preparer
Arlene K Mose CPA
Phone
9256800110
Supplemental Narrative

Additional Explanations

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

Other program services 4: lawyer publication & directory- a monthly publication is produced for all cccba members which features articles of interest to practicing attorneys. A community directory is also available and posted on the association's website. This is compiled to assist consumers in navigating through the legal system and finding the appropriate legal and social services for their needs. This resource guide includes all public agencies dealing with children's services, consumer issues, criminal justice, disability and health care, family law, domestic violence, housing, immigration, labor and employment, low income issues, mental health issues, senior services, veterans services, legal referrals and complaints.

Other Changes In Net Assets Or Fund Balances - Other Decreases

Prior year depreciation = -$3960

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IRS990/Form990PartVIISectionAGrp/TitleTxt16PAST-PRESIDENT
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IRS990/MissionDesc0THE CCCBA'S MISSION IS TO REPRESENT ITS MEMBERS AND TO ADVOCATE ON THEIR BEHALF, TO EDUCATE ITS MEMBERS AND THE GENERAL PUBLIC CONCERNING THE LAW, THE LEGAL PROFESSION AND THE JUDICIAL SYSTEM; TO FACILITATE COMMUNICATION BOTH AMONG ITS MEMBERS AND THE GENERAL PUBLIC. THE CCCBA CONSISTS OF 6 OPERATING DEPARTMENTS, ALONG WITH 20 PRACTICE SECTIONS AND 21 COMMITTEES. IN ADDITION TO THE VARIOUS PROGRAMS, IT ADMINISTERS THE BAR FUND AND ASSISTS THE CONTRA COSTA COUNTY SUPERIOR COURT BY PROVIDING VOLUNTEER MEDIATORS FOR THEIR FAST-TRACK "ADR PROGRAM". THE CCCBA ALSO ENCOURAGES MEMBER PARTICIPATION IN A NUMBER OF VOLUNTEER BENCH PROGRAMS, A COURT SCHOLARSHIP PROGRAM, AND AN EDUCATION OUTREACH PROGRAM.
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IRS990/ProgSrvcAccomActy2Grp/Desc0LAWYER PUBLICATION & DIRECTORY- A MONTHLY PUBLICATION IS PRODUCED FOR ALL CCCBA MEMBERS WHICH FEATURES ARTICLES OF INTEREST TO PRACTICING ATTORNEYS. A COMMUNITY DIRECTORY IS ALSO AVAILABLE AND POSTED ON THE ASSOCIATION'S WEBSITE. THIS IS COMPILED TO ASSIST CONSUMERS IN NAVIGATING THROUGH THE LEGAL SYSTEM AND FINDING THE APPROPRIATE LEGAL AND SOCIAL SERVICES FOR THEIR NEEDS. THIS RESOURCE GUIDE INCLUDES ALL PUBLIC AGENCIES DEALING WITH CHILDREN'S SERVICES, CONSUMER ISSUES, CRIMINAL JUSTICE, DISABILITY AND HEALTH CARE, FAMILY LAW, DOMESTIC VIOLENCE, HOUSING, IMMIGRATION, LABOR AND EMPLOYMENT, LOW INCOME ISSUES, MENTAL HEALTH ISSUES, SENIOR SERVICES, VETERANS SERVICES, LEGAL REFERRALS AND COMPLAINTS.

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.00$0.68$1.05$1.29$0.24
2023Detailed filing. Detailed filing data is available for this year.$0.93$0.19$0.74$0.96$1.08$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.91$0.01$0.90$1.05$0.98$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.01$0.19$0.82$0.95$0.85$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.84$0.14$0.70$0.72$0.81$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.95$0.17$0.78$2.94$3.34$0.39
2018Detailed filing. Detailed filing data is available for this year.$1.33$0.31$1.02$6.29$5.88$0.41
2017Detailed filing. Detailed filing data is available for this year.$0.97$0.33$0.64$5.73$5.63$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.80$0.28$0.52$5.41$5.30$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.68$0.26$0.41$4.82$4.80$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.69$0.29$0.40$4.52$4.52$0.00
2013Summary only. Only limited summary data is available for this year.$0.66$0.25$0.41$4.44$4.36$0.08
2012Summary only. Only limited summary data is available for this year.$0.52$0.19$0.33$4.66$4.74$0.08
2011Summary only. Only limited summary data is available for this year.$0.64$0.24$0.41$4.14$4.09$0.06
2010Summary only. Only limited summary data is available for this year.$0.79$0.28$0.51$4.07$4.10$0.03
Peer Organizations

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