Civic Intelligence

Pasadena Bar Association

990 • Fiscal year 2023 • EIN 95-2543666

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 16, 2024

301 E Colorado Blvd 524Pasadena, CA 91101

(626) 793-1422

Siviq Scores

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

Liabilities / Assets

46th percentile

0.00x

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

46th percentile

0.00x

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Net Margin

30th percentile

-8.6%

Higher net margin than 30% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

83rd percentile

$37,200

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 38.4% of source-year revenue.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Asset Growth

39th percentile

-4.1%

Faster asset growth than 39% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

67th percentile

18%

Faster revenue growth than 67% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$192,873

Down $8,314 (-4.1%) from 2022

Net Assets

Down

$192,873

Down $8,314 (-4.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$96,984

Up $14,872 (+18%) from 2022

Expenses

Up

$105,298

Up $14,260 (+16%) from 2022

Net Income

Up

-$8,314

Up $612 (+6.9%) from 2022

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $44,643Liabilities 2010: $02010Assets 2011: $83,475Liabilities 2011: $0Net Assets 2011: $83,4752011Assets 2012: $159,097Liabilities 2012: $0Net Assets 2012: $159,0972012Assets 2013: $185,057Liabilities 2013: $0Net Assets 2013: $185,0572013Assets 2014: $224,918Liabilities 2014: $0Net Assets 2014: $224,9182014Assets 2015: $245,171Liabilities 2015: $85Net Assets 2015: $245,0862015Assets 2016: $229,902Liabilities 2016: $244Net Assets 2016: $229,6582016Assets 2017: $197,840Liabilities 2017: $0Net Assets 2017: $197,8402017Assets 2018: $200,814Liabilities 2018: $657Net Assets 2018: $200,1572018Assets 2019: $194,851Liabilities 2019: $0Net Assets 2019: $194,8512019Assets 2020: $206,285Liabilities 2020: $8,682Net Assets 2020: $197,6032020Assets 2021: $210,113Liabilities 2021: $0Net Assets 2021: $210,1132021Assets 2022: $201,187Liabilities 2022: $0Net Assets 2022: $201,1872022Assets 2023: $192,873Liabilities 2023: $0Net Assets 2023: $192,8732023Assets 2024: $185,122Liabilities 2024: $36Net Assets 2024: $185,0862024

Highlighted filing

2023

Assets$192,873
Liabilities$0
Net Assets$192,873

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2010: $192,912Expenses 2010: $166,528Net Income 2010: $26,3842010Revenue 2011: $275,751Expenses 2011: $236,919Net Income 2011: $38,8322011Revenue 2012: $310,202Expenses 2012: $234,580Net Income 2012: $75,6222012Revenue 2013: $279,571Expenses 2013: $253,611Net Income 2013: $25,9602013Revenue 2014: $246,260Expenses 2014: $206,400Net Income 2014: $39,8602014Revenue 2015: $224,259Expenses 2015: $204,091Net Income 2015: $20,1682015Revenue 2016: $186,325Expenses 2016: $201,753Net Income 2016: -$15,4282016Revenue 2017: $174,927Expenses 2017: $206,745Net Income 2017: -$31,8182017Revenue 2018: $165,606Expenses 2018: $163,289Net Income 2018: $2,3172018Revenue 2019: $145,597Expenses 2019: $150,903Net Income 2019: -$5,3062019Revenue 2020: $93,775Expenses 2020: $91,023Net Income 2020: $2,7522020Revenue 2021: $95,912Expenses 2021: $83,402Net Income 2021: $12,5102021Revenue 2022: $82,112Expenses 2022: $91,038Net Income 2022: -$8,9262022Revenue 2023: $96,984Expenses 2023: $105,298Net Income 2023: -$8,3142023Revenue 2024: $115,645Expenses 2024: $123,432Net Income 2024: -$7,7872024

Highlighted filing

2023

Revenue$96,984
Expenses$105,298
Net Income-$8,314
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 16, 2024
Return Version
2023v5.1
Gross Receipts
$197,001
Mission and Program Overview

Mission

Primary exempt purpose - to contribute to public welfare through legal expertise; aid in the administration of justice and assist in the improvement of the legal profession.

General & educational meetings for members and interest non-members. General meetings highlight areas of law and how they relate to the professional. Monthly bar communications of upcoming events, announcements concerning the profession, and educational

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$102,613$192,873▲ $90,260
Investments in Publicly Traded Securities$98,574--
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$201,187$192,873▼ $8,314
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$201,187$192,873▼ $8,314
Total Net Assets Fund Balance$201,187$192,873▼ $8,314
Total Liabilities and Net Assets / Fund Balance$201,187$192,873▼ $8,314

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$41,310$41,310
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Michelle PaniaguaExec. DirectorPT$37,200$37,200

Board Members and Trustees

NameTitle
MICHAEL O'CONNORPresident
Brittany DukePresident-elect
Kristen HowardVice President
Alexandra SmyserTrustee
Joseph LeeTrustee
Kristen JonesTrustee
Kristen TerranovaTrustee
Lucy VartanianTrustee
Nicholas EverettTrustee
Dean RallisAdvisor
Ramit MizrahiSecretary
Griffin LeeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$23,952
Program Service Revenue
$47,742
Investment Income
$25,290
Other Revenue
$0
Change in Net Assets
$-8,314
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$65,027
Salaries, Compensation, and Employee Benefits$40,271
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$37,200--$37,200
Conferences and Meetings$29,195--$29,195
Occupancy-$14,728-$14,728
Payroll Taxes$3,071--$3,071
Insurance-$3,063-$3,063
All Other Expenses$1,860$882-$2,742
Office Expenses$108$1,780-$1,888
Other Expenses$1,400$3,536-$1,400
Fees for Service Investment Mgmnt Fees-$1,241-$1,241
Total Functional Expenses$80,068$25,230$0$105,298
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
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Other officer compensation reviewed
No
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 B, Line 11B

A designated board member reviews the return prior to filing.

Form 990, Part VI, Section C, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Pasadena Bar Association
EIN
95-2543666
Phone
6267931422
Address
301 E COLORADO BLVD 524, PASADENA, CA 91101

Signing Officer

Name
Dean Rallis
Title
President
Phone
6267931422
Signed
2024-08-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
MICHAEL O'CONNOR
Formed
1917
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
1
Volunteers
0

Preparer

Firm
Lucas Horsfall Murphy & Pindroh Llp
Address
299 N EUCLID AVENUE 2ND FLOOR, PASADENA, CA 91101
Preparer
Ariel E Drachenberg
Phone
6267445100
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Website: program service expenses 1,226. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,226. Special event expense : program service expenses 634. Management and general expenses 0. Fundraising expenses 0. Total expenses 634. Bulletin/e-news: program service expenses 0. Management and general expenses 582. Fundraising expenses 0. Total expenses 582. Tech support: program service expenses 0. Management and general expenses 300. Fundraising expenses 0. Total expenses 300.

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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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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5ADVISOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6EXEC. DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt24185
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3631
IRS990/ProgSrvcAccomActy2Grp/Desc0THE FAMILY LAW SECTION OF THE PASADENA BAR ASSOCIATION MEETS ONCE A MONTH TO PROVIDE MANDATORY CONTINUING LEGAL EDUCATION FOR ATTORNEYS THAT PRACTICE IN THE FAMILY LAW AREA. SPEAKERS ARE WELL KNOWN JUDGES AND ATTORNEYS WHO PRACTICE IN THAT FIELD. THE MEETINGS ARE WELL ATTENDED AND ALSO PROVIDE THE OPPORTUNITY TO NETWORK.
IRS990/ProgSrvcAccomActy3Grp/Desc0THE LABOR & EMPLOYMENT SECTION OF THE PASADENA BAR ASSOCIATION MEETS ONCE A MONTH TO PROVIDE MANDATORY CONTINUING LEGAL EDUCATION FOR ATTORNEYS THAT PRACTICE IN THE LABOR & EMPLOYMENT AREA. SPEAKERS ARE WELL KNOWN JUDGES AND ATTORNEYS WHO PRACTICE IN THAT FIELD. THE MEETINGS ARE WELL ATTENDED AND ALSO PROVIDE THE OPPORTUNITY TO NETWORK.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt019593
IRS990/ProgSrvcAccomActyOtherGrp/Desc0VARIOUS OTHER PROGRAM SERVICES THAT ARE PROVIDED BY THE PASADENA BAR ASSOCIATION.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt048840
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt047742
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt024327
IRS990/PYGrantsAndSimilarPaidAmt02500
IRS990/PYInvestmentIncomeAmt02788
IRS990/PYOtherExpensesAmt048288
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt054997
IRS990/PYRevenuesLessExpensesAmt0-8926
IRS990/PYSalariesCompEmpBnftPaidAmt040250
IRS990/PYTotalExpensesAmt091038
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt082112
IRS990/ReconcilationRevenueExpnssAmt0-8314
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/DuesAssessmentsAmt023952
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt041310
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt041310
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DESIGNATED BOARD MEMBER REVIEWS THE RETURN PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WEBSITE: PROGRAM SERVICE EXPENSES 1,226. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,226. SPECIAL EVENT EXPENSE : PROGRAM SERVICE EXPENSES 634. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 634. BULLETIN/E-NEWS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 582. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 582. TECH SUPPORT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 300. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 300.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0201187
IRS990/TotalAssetsEOYAmt0192873
IRS990/TotalAssetsGrp/BOYAmt0201187
IRS990/TotalAssetsGrp/EOYAmt0192873
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt023952
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt025230
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt080068
IRS990/TotalFunctionalExpensesGrp/TotalAmt0105298
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0201187
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0192873
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt048840
IRS990/TotalOtherProgSrvcRevenueAmt047742
IRS990/TotalProgramServiceExpensesAmt080068
IRS990/TotalProgramServiceRevenueAmt047742
IRS990/TotalReportableCompFromOrgAmt037200
IRS990/TotalRevenueGrp/ExclusionAmt02870
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt070162
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt096984
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0201187
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0192873
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0301 E COLORADO BLVD 524
IRS990/USAddress/CityNm0PASADENA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091101
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.PASADENABAR.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DEAN RALLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06267931422
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PASADENA BAR ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0PASA
ReturnHeader/Filer/EIN0952543666
ReturnHeader/Filer/PhoneNum06267931422
ReturnHeader/Filer/USAddress/AddressLine1Txt0301 E COLORADO BLVD 524
ReturnHeader/Filer/USAddress/CityNm0PASADENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091101
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954659692
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUCAS HORSFALL MURPHY & PINDROH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0299 N EUCLID AVENUE 2ND FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PASADENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091101
ReturnHeader/PreparerPersonGrp/PhoneNum06267445100
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ARIEL E DRACHENBERG
ReturnHeader/ReturnTs02024-10-15T16:37:56-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.85$0.00$1.85$1.16$1.23$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.97$1.05$0.08
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$0.00$2.01$0.82$0.91$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.10$0.00$2.10$0.96$0.83$0.13
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.06$0.09$1.98$0.94$0.91$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$0.00$1.95$1.46$1.51$0.05
2018Summary only. Only limited summary data is available for this year.$2.01$0.01$2.00$1.66$1.63$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.00$1.98$1.75$2.07$0.32
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.00$2.30$1.86$2.02$0.15
2015Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$2.24$2.04$0.20
2014Summary only. Only limited summary data is available for this year.$2.25$0.00$2.25$2.46$2.06$0.40
2013Summary only. Only limited summary data is available for this year.$1.85$0.00$1.85$2.80$2.54$0.26
2012Summary only. Only limited summary data is available for this year.$1.59$0.00$1.59$3.10$2.35$0.76
2011Summary only. Only limited summary data is available for this year.$0.83$0.00$0.83$2.76$2.37$0.39
2010Summary only. Only limited summary data is available for this year.$0.45$0.00$1.93$1.67$0.26