Civic Intelligence

Monterey County Bar Association

EIN 94-2655050 • 501(c)6 • Seaside, CA

Profile

Promote the common interest available through association and to enhance the general quality of the legal services provided to the general public.

2620 Colonel Durham StreetSeaside, CA 93955

montereycountybar.org

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

50th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

82nd percentile

22%

Higher net margin than 82% of similar nonprofits.

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

Top Officer Pay

98th percentile

$73,717

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 67.3% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

72nd percentile

11%

Faster asset growth than 72% of similar nonprofits.

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

Revenue Growth

42nd percentile

-3.2%

Faster revenue growth than 42% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$366,148

Up $48,445 (+15%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$366,148

Up $48,445 (+15%) from 2024

Operations
Liabilities / Revenue50th percentileNet Margin82nd percentile

Revenue

Up

$219,862

Up $35,789 (+19%) from 2024

Expenses

Up

$171,417

Up $27,626 (+19%) from 2024

Net Income

Up

$48,445

Up $8,163 (+20%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

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

$400K$200K$0-$200KAssets 2011: $249,084Liabilities 2011: $21,2672011Assets 2012: $196,980Liabilities 2012: $19,7612012Assets 2013: $168,337Liabilities 2013: $21,569Net Assets 2013: $146,7682013Assets 2014: $120,251Liabilities 2014: $17,986Net Assets 2014: $102,2652014Assets 2015: $47,020Liabilities 2015: $30,666Net Assets 2015: $16,3542015Assets 2016: $2,215Liabilities 2016: $439Net Assets 2016: $1,7762016Assets 2017: $47,632Liabilities 2017: $121,728Net Assets 2017: -$74,0962017Assets 2018: $184,365Liabilities 2018: $24,039Net Assets 2018: $160,3262018Assets 2019: $193,849Liabilities 2019: $544Net Assets 2019: $193,3052019Assets 2020: $203,112Liabilities 2020: $40,458Net Assets 2020: $162,6542020Assets 2021: $234,502Liabilities 2021: $21,122Net Assets 2021: $213,3802021Assets 2022: $225,075Liabilities 2022: $0Net Assets 2022: $225,0752022Assets 2023: $285,730Liabilities 2023: $8,332Net Assets 2023: $277,3982023Assets 2024: $317,703Liabilities 2024: $0Net Assets 2024: $317,7032024Assets 2025: $366,148Liabilities 2025: $0Net Assets 2025: $366,1482025

Highlighted filing

2025

Assets$366,148
Liabilities$0
Net Assets$366,148
Open 2025 Filing

Operations Trend

Revenue Growth42nd percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $160,975Expenses 2011: $134,659Net Income 2011: $26,3162011Revenue 2012: $137,691Expenses 2012: $188,289Net Income 2012: -$50,5982012Revenue 2013: $147,348Expenses 2013: $177,799Net Income 2013: -$30,4512013Revenue 2014: $135,192Expenses 2014: $179,695Net Income 2014: -$44,5032014Revenue 2015: $109,543Expenses 2015: $203,075Net Income 2015: -$93,5322015Revenue 2016: $168,816Expenses 2016: $183,394Net Income 2016: -$14,5782016Revenue 2017: $154,287Expenses 2017: $230,159Net Income 2017: -$75,8722017Revenue 2018: $287,204Expenses 2018: $52,782Net Income 2018: $234,4222018Revenue 2019: $131,937Expenses 2019: $98,958Net Income 2019: $32,9792019Revenue 2020: $95,099Expenses 2020: $125,750Net Income 2020: -$30,6512020Revenue 2021: $172,387Expenses 2021: $121,661Net Income 2021: $50,7262021Revenue 2022: $144,215Expenses 2022: $132,520Net Income 2022: $11,6952022Revenue 2023: $190,167Expenses 2023: $137,844Net Income 2023: $52,3232023Revenue 2024: $184,073Expenses 2024: $143,791Net Income 2024: $40,2822024Revenue 2025: $219,862Expenses 2025: $171,417Net Income 2025: $48,4452025

Highlighted filing

2025

Revenue$219,862
Expenses$171,417
Net Income$48,445
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$366,148
Liabilities
$0
Net assets
$366,148
Revenue
$219,862
Expenses
$171,417
Net income
$48,445
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$2.20$1.71$0.48
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.18$0.00$3.18$1.84$1.44$0.40
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.86$0.08$2.77$1.90$1.38$0.52
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$0.00$2.25$1.44$1.33$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.21$2.13$1.72$1.22$0.51
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.40$1.63$0.95$1.26$0.31
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.01$1.93$1.32$0.99$0.33
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.84$0.24$1.60$2.87$0.53$2.34
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$1.22$0.74$1.54$2.30$0.76
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.00$0.02$1.69$1.83$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.47$0.31$0.16$1.10$2.03$0.94
2014Detailed filing. Detailed filing data is available for this year.$1.20$0.18$1.02$1.35$1.80$0.45
2013Detailed filing. Detailed filing data is available for this year.$1.68$0.22$1.47$1.47$1.78$0.30
2012Summary only. Only limited summary data is available for this year.$1.97$0.20$1.38$1.88$0.51
2011Summary only. Only limited summary data is available for this year.$2.49$0.21$1.61$1.35$0.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 16, 2026
Return Version
2025v4.0
Gross Receipts
$466,608
Mission and Program Overview

Mission

Promote the common interest available through association and to enhance the general quality of the legal services provided to the general public.

This association is organized to promote the common interest and to enhance the general quality of the legal services provided to the general public through continued legal education, social and professional networking opportunities, community assistance in finding an attorney, an on-line directory of members provided to the community, fee arbitration services provided to the community, working with judges and court personnel on court administration improvement projects, and other activities as are consistent with the organization's purpose, as determined by the board of directors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$210,154$211,060▲ $906
Cash and Non-Interest-Bearing Accounts$76,568$113,064▲ $36,496
Land, Buildings, and Equipment, Net-$2,222-
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-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$317,703$366,148▲ $48,445
Other Assets Total$30,981$39,802▲ $8,821
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$317,703$366,148▲ $48,445
Total Net Assets Fund Balance$317,703$366,148▲ $48,445
Total Liabilities and Net Assets / Fund Balance$317,703$366,148▲ $48,445

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,222$1,583$3,805
Equipment-$1,028$1,028
Other Assets Org$39,802--
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Laura ElkingtonExec. DirectorFT$75,302$75,302
Daisy Morales AlvaradoLrs EmployeePT$30,597$30,597
Adriana CabelloLrs Employee-$62$62

Board Members and Trustees

NameTitle
Kelly SutherlandPast President
Elizabeth R LeitzingerPresident
Katherine DorsetPresident Elect
Charlie MullaneyDirector
Cindy NegreteDirector
Isaac AdamsDirector
Jessica Shillings-barreraDirector
Judge Stephanie HulseyDirector
Kari RawlingsDirector
Lana M NassouraDirector
Marco LucidoDirector
Maren ChristensenDirector
Patricia SosaDirector
Patrick CaseyDirector
Peter Brazil EsqDirector
Thaddeus HoffmeisterDirector
Thomas WorthingtonDirector
Joe CisnerosSecretary
Jennifer KuyperTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$148,442
Investment Income
$971
Other Revenue
$70,449
Change in Net Assets
$48,445
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$125,681
Other Expenses$45,736
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$108,765
Payroll Taxes---$9,037
Fees for Services Other---$7,605
Pension Plan Contributions---$6,636
All Other Expenses---$4,223
Other Expenses---$3,165
Office Expenses---$2,483
Occupancy---$2,100
Conferences and Meetings---$1,654
Travel---$1,613
Insurance---$1,593
Fees for Services Accounting---$1,525
Other Salaries and Wages---$1,243
Depreciation Depletion---$555
Total Functional Expenses$0$0$0$171,417
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$88,741
Fundraising Direct Expenses$38,047
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fenton Lunch$31,251$31,251-$31,251
Gibson Dinner$26,702$26,702-$26,702
Total Events$85,081$85,081$33,847$51,234
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Organization has regular members, associate members, and honorary members.”

Form 990, Part VI, Section B, Line 11B

“Cpa who helps prepare the 990 tax return presents the return to the executive committee. The executive committee presents to the full board for approval prior to filing.”

Form 990, Part VI, Section B, Line 15A

“Finance committee reviews wages.”

Form 990, Part VI, Section B, Line 15B

“The association shall not pay any compensation to any director or officer for services rendered to the association as a director or officer, except that directors and officers may be reimbursed for expenses incurred in the performance of their duties to the association.”

Form 990, Part VI, Section C, Line 19

“Governing documents, policies, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Monterey County Bar Association
EIN
94-2655050
Phone
8315825400
Address
2620 COLONEL DURHAM STREET, SEASIDE, CA 93955

Signing Officer

Name
Patrick Casey
Title
Treasurer
Signed
2026-03-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elizabeth R Leitzinger
Legal Domicile
CA
Voting Board Members
19
Independent Board Members
19
Employees
4

Preparer

Firm
Rina R Tringali CPA Cfe
Address
550 FIGUEROA ST STE E, MONTEREY, CA 93940
Preparer
Rina R Tringali CPA Cfe
Phone
8313724272
Raw XML AppendixShowing 400 of 501 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.

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