2023-11-10T17:51:02-06:00 2022-12-31 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2022-01-01 943104546 CALIFORNIA CHANGELAWYERS CALI 4158560780 FOUR EMBARCADERO CENTER 1400 SAN FRANCISCO CA 94111 CHRISTOPHER PUNONGBAYAN EXECUTIVE DIRECTOR 4158560780 2023-11-06 1 CHRISTOPHER PUNONGBAYAN 999009999 0 MICHAEL LUMSDEN P01262236 4159561500 2023-11-06 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X CHRISTOPHER PUNONGBAYAN FOUR EMBARCADERO CENTER 1400 SAN FRANCISCO CA 94111 4727686 0 X WWW.CHANGELAWYERS.ORG X 1989 CA CALIFORNIA CHANGELAWYERS IS A STATEWIDE FOUNDATION WHOSE MISSION IS TO BUILD A BETTER JUSTICE SYSTEM FOR ALL CALIFORNIANS. CHANGELAWYERS EMPOWERS THE NEXT GENERATION OF LAWYERS, JUDGES, AND ACTIVISTS TO CREATE A MORE DIVERSE LEGAL PROFESSION, A FAIR JUSTICE SYSTEM, AND A BETTER CALIFORNIA. 24 24 4 27 0 0 1438109 1825939 0 1132 1342574 1611478 3517 -317 2784200 3438232 1160347 1003738 0 0 655722 657091 0 0 294545 330114 391386 2146183 2052215 638017 1386017 3801326 4232646 586164 223715 3215162 4008931 X TO BUILD A BETTER JUSTICE SYSTEM FOR ALL CALIFORNIANS. 0 0 621605 514443 0 CALIFORNIA CHANGELAWYERS AWARD PIPELINE GRANTS TO ORGANIZATIONS THAT TARGET HIGH SCHOOL AND COLLEGE-AGED STUDENTS FROM DIVERSE BACKGROUNDS WHO ARE INTERESTED IN PURSUING A LEGAL CAREER. IN ADDITION, CALIFORNIA CHANGELAWYERS AWARDS FELLOWSHIP GRANTS TO LEGAL AID AGENCIES TO COVER THE COST OF HIRING LAW STUDENTS AND RECENT GRADS FROM DIVERSE BACKGROUNDS. BY SUPPORTING THESE ORGANIZATIONS, THE ORGANIZATION REPLACES THE CYCLE OF INEQUALITY WITH A PIPELINE OF YOUNG, BRIGHT, EAGER STUDENTS WITH DIVERSE PERSPECTIVES REQUIRED TO CREATE A MORE JUST CALIFORNIA. IN 2022, CALIFORNIA CHANGELAWYERS DISTRIBUTED $514,443 IN GRANTS, SUPPORTING DIVERSITY PIPELINE PROGRAMS AND ACCESS TO JUSTICE INITIATIVES ACROSS RURAL CALIFORNIA. 545180 424174 0 CALIFORNIA CHANGELAWYERS AWARDS SCHOLARSHIPS TO FIRST AND THIRD YEAR LAW STUDENTS FROM DIVERSE BACKGROUNDS AT CALIFORNIA LAW SCHOOLS. BY SUPPORTING THE BRIGHTEST CHANGE MAKERS OF TOMORROW AS THEY BEGIN THEIR PURSUIT OF A LEGAL CAREER, WE ELIMINATE THE ROADBLOCKS THAT EXIST IN ACHIEVING SUCCESS. IN 2022, CALIFORNIA CHANGELAWYERS DISTRIBUTED $424,174 IN DIVERSITY SCHOLARSHIPS AND SIMILAR AID. 252335 22099 1132 THE CALIFORNIA IMMIGRATION LEGAL FELLOWSHIP IS A FIRST OF ITS KIND PROGRAM IN STATE HISTORY WHICH EXPANDS ACCESS TO COUNSEL IN THE MOST UNDERSERVED RURAL REGIONS OF THE STATE. THE LEGAL FELLOWSHIP IS A TWO-YEAR CAPACITY BUILDING AND PROFESSIONAL DEVELOPMENT PROGRAM FOR RECENT LAW GRADUATES TO BECOME DEPORTATION DEFENSE PRACTITIONERS IN THE CENTRAL VALLEY AND CENTRAL COAST REGIONS. THE CURRENT COHORT OF TEN FELLOWS ARE PLACED ACROSS 7 HOST ORGANIZATIONS, MOST OF WHICH HAVE NEVER PROVIDED DEPORTATION DEFENSE SERVICES TO THEIR COMMUNITIES. THIS INAUGURAL COHORT STARTED IN JANUARY 2021, AND HAS SIGNIFICANTLY INCREASED THE NUMBER OF QUALIFIED IMMIGRATION ATTORNEYS DEFENDING CALIFORNIA RESIDENTS AGAINST FAMILY SEPARATION. 48022 43022 0 CALIFORNIA CHANGELAWYERS IS COMMITTED TO CREATING A PIPELINE TO ATTORNEYS. WE HOST: EDUCATIONAL FORUMS ON CAREER PATHWAYS; SKILLS TRAININGS; AND CONVERSATIONS ADDRESSING BARRIERS TO INCLUSION FOR FIRST-GENERATION PROFESSIONALS SUCH AS IMPOSTER SYNDROME AND MICROAGGRESSIONS. WE ALSO HOSTED CONVENING WITH LEADERS IN THE LEGISLATURE AND THE JUDICIARY TO SHARE THEIR INSPIRATIONAL STORIES. 48022 43022 0 1467142 1 1 0 1 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 8 0 1 4 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X CHRISTOPHER PUNONGBAYAN 4158560780 FOUR EMBARCADERO CENTER SUITE 1400 SAN FRANCISCO CA 94111 JEANNE FUGATE PRESIDENT 4.00 X X 0 0 0 MARK SELWYN CO-VICE PRESIDENT 1.00 X X 0 0 0 MARCI RUBIN CO-VICE PRESIDENT 1.00 X X 0 0 0 ROGER PEREZ TREASURER 1.00 X X 0 0 0 RASHA GERGES SHIELDS SECRETARY 1.00 X X 0 0 0 ALEXIS AMEZCUA MEMBER-AT-LARGE 1.00 X 0 0 0 BENNIE J MACKEY II MEMBER-AT-LARGE 1.00 X 0 0 0 OLAMIDE ABIOSE DIRECTOR 1.00 X 0 0 0 DEEPAK AHLUWALIA DIRECTOR 1.00 X 0 0 0 CHRISTINE AVALOS DIRECTOR THROUGH 9/2022 1.00 X 0 0 0 SHEILA BAPAT DIRECTOR 1.00 X 0 0 0 TERESA BECK DIRECTOR 1.00 X 0 0 0 PURDEY CASTLE DIRECTOR 1.00 X 0 0 0 CECILIA CHEN DIRECTOR 1.00 X 0 0 0 ANJAN CHOUDHURY DIRECTOR THROUGH 4/2022 1.00 X 0 0 0 WILL HANEY DIRECTOR 1.00 X 0 0 0 DAVID KELLY DIRECTOR 1.00 X 0 0 0 KENNETH J LANGAN DIRECTOR 1.00 X 0 0 0 JONATHAN D LIBBY DIRECTOR 1.00 X 0 0 0 CLAUDIA SANCHEZ WILSON DIRECTOR 1.00 X 0 0 0 HON TAM NOMOTO SCHUMANN DIRECTOR 1.00 X 0 0 0 JASMINE SINGH DIRECTOR 1.00 X 0 0 0 CHRISTOPHER A STECHER DIRECTOR 1.00 X 0 0 0 KALPANA SRINIVASAN DIRECTOR THROUGH 2/2022 1.00 X 0 0 0 AMY TOVAR DIRECTOR 1.00 X 0 0 0 ALICIA VAZ DIRECTOR 1.00 X 0 0 0 MICHELLE YBARRA DIRECTOR 1.00 X 0 0 0 CHRISTOPHER PUNONGBAYAN EXECUTIVE DIRECTOR 40.00 X 210913 0 29528 JASJIT SINGH DIRECTOR OF PROGRAMS 40.00 X 135625 0 9096 346538 0 38624 2 0 1 0 0 8243 426172 1391524 9850 1825939 CY PRES AWARDS 541100 1132 1132 1132 1393069 1393069 1488380 1269971 218409 218409 218409 9992 8243 19483 -9491 -9491 MISCELLANEOUS REVENUE 900099 9174 9174 9174 3438232 1132 0 1611161 598332 598332 405406 405406 240441 118923 38374 83144 329671 169391 48153 112127 48639 17382 12465 18792 38340 19464 6140 12736 40433 40433 12464 12464 125176 64303 55889 4984 240 240 19360 3515 6304 9541 14482 1441 10542 2499 108809 54893 17580 36336 22700 3977 17850 873 996 996 11522 11522 PRINTING & PUBLICATIONS 15473 3746 11727 LICENSES & DUES 6235 5115 1120 13496 5000 6950 1546 2052215 1467142 290528 294545 123 1500 1283783 2223667 171449 159450 5238 4787 23629 21516 2312596 1677466 4508 144260 3801326 4232646 50664 81988 535500 0 0 141727 586164 223715 X 2608761 2913057 606401 1095874 3215162 4008931 3801326 4232646 1386017 -592248 0 X 0 1 X 1 0 X 1272046 1193915 1175185 1438109 1825939 6905194 1272046 1193915 1175185 1438109 1825939 6905194 411942 6493252 71451 628287 574368 1127242 1393069 3794417 35125 223961 12127 3965 9174 284352 10983963 1132 0.59120 0.68820 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 35,125. 2019 AMOUNT: $ 223,961. 2020 AMOUNT: $ 12,127. 2021 AMOUNT: $ 3,965. 2022 AMOUNT: $ 9,174. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 98 98 2039653 2039751 251988 62997 0 0 238155 24003 256951 251988 771097 1156646 1622 5115 192 98 7027 59539 60001 64238 62997 246775 370163 2312596 2312596 2108775 203821 2312596 1897654 297578 86457 2108775 1692282 289141 83769 1897654 1870446 -94052 84112 1692282 1.00000 0.00000 0.00000 0 0 0 LEASE LIABILITY 141727 141727 X PART V, LINE 4: THE FUNDS ARE HELD IN RESERVE AND USED TO SUPPORT THE ORGANIZATION'S LONG TERM FINANCIAL HEALTH. FUNDS ARE TRANSFERRED TO OPERATING ACCOUNTS AND INCLUDED IN THE ANNUAL BUDGET. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA ("U.S. GAAP") PROVIDE ACCOUNTING GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY CHANGELAWYERS IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. RECEPTION 18235 8243 9992 8225 9491 1767 18235 8243 9992 8225 9491 1767 19483 -9491 1 ALLIANCE FOR CHILDREN'S RIGHTS 3333 WILSHIRE BOULEVARD SUITE 550 LOS ANGELES CA 90010 954358213 501(C)(3) 7536 0 GENERAL SUPPORT ASIAN AMERICANS ADVANCING JUSTICE LOS ANGELES 1145 WILSHIRE BOULEVARD LOS ANGELES CA 90017 953854152 501(C)(3) 11359 0 GENERAL SUPPORT BAY AREA LEGAL AID 1735 TELEGRAPH AVENUE OAKLAND CA 94612 941631316 501(C)(3) 7733 0 GENERAL SUPPORT BET TZEDEK 3250 WILSHIRE BOULEVARD 13TH FLOOR LOS ANGELES CA 90010 237304205 501(C)(3) 14869 0 GENERAL SUPPORT CALIFORNIA RURAL LEGAL ASSISTANCE INC 1430 FRANKLIN STREET 103 OAKLAND CA 94612 952428657 501(C)(3) 35317 0 GENERAL SUPPORT CENTRAL CALIFORNIA LEGAL SERVICES 2115 KERN STREET 200 FRESNO CA 93721 941631809 501(C)(3) 20312 0 GENERAL SUPPORT COMMUNITY LEGAL AID SOCAL 2101 NORTH TUSTIN AVENUE SANTA ANA CA 92705 951994337 501(C)(3) 12624 0 GENERAL SUPPORT DISABILITY RIGHTS CALIFORNIA 1831 K STREET SACRAMENTO CA 95811 942505916 501(C)(3) 49726 0 GENERAL SUPPORT FOR THE PEOPLE 6125 FRANKLIN STREET SUITE 1200 OAKLAND CA 94612 833317244 501(C)(3) 20000 0 GENERAL SUPPORT GREATER BAKERSFIELD LEGAL ASSISTANCE INC 615 CALIFORNIA AVENUE BAKERSFIELD CA 93304 952829257 501(C)(3) 8230 0 GENERAL SUPPORT INLAND COUNTIES LEGAL SERVICES 1040 IOWA AVENUE SUITE 106 RIVERSIDE CA 925072106 956124556 501(C)(3) 30346 0 GENERAL SUPPORT INNER CITY LAW CENTER 1309 EAST 7TH STREET LOS ANGELES CA 90021 953697572 501(C)(3) 10188 0 GENERAL SUPPORT LEGAL AID AT WORK 180 MONTEREY STREET SUITE 600 SAN FRANCISCO CA 94104 942783401 501(C)(3) 7718 0 GENERAL SUPPORT LEGAL AID FOUNDATION OF LOS ANGELES 1550 WEST 8TH STREET LOS ANGELES CA 90017 951684067 501(C)(3) 19292 0 GENERAL SUPPORT LEGAL AID SOCIETY OF SAN DIEGO 110 SOUTH EUCLID AVENUE SAN DIEGO CA 92114 951869806 501(C)(3) 13427 0 GENERAL SUPPORT LEGAL SERVICES OF NORTHERN CALIFORNIA 517 12TH STREET SACRAMENTO CA 95814 941384659 501(C)(3) 20301 0 GENERAL SUPPORT NEIGHBORHOOD LEGAL SERVICES OF LOS ANGELES COUNTY 1102 EAST CHEVY CHASE DRIVE GLENDALE CA 91205 952408642 501(C)(3) 15579 0 GENERAL SUPPORT PRISON LAW OFFICE 1917 FIFTH STREET BERKELEY CA 94710 942495939 501(C)(3) 7663 0 GENERAL SUPPORT PUBLIC ADVOCATES INC 131 STEUART STREET SUITE 300 SAN FRANCISCO CA 94105 237103042 501(C)(3) 5633 0 GENERAL SUPPORT PUBLIC COUNSEL 610 SOUTH ARDMORE AVENUE LOS ANGELES CA 90015 237105149 501(C)(3) 20207 0 GENERAL SUPPORT PUBLIC LAW CENTER 601 CIVIC CENTER DRIVE WEST SANTA ANA CA 92701 953709253 501(C)(3) 11026 0 GENERAL SUPPORT 21 0 1L LAW STUDENT SCHOLARSHIPS 31 236981 3L LAW STUDENT SCHOLARSHIP 28 148425 ANJAN CHOUDHURY MEMORIAL SCHOLARSHIP 2 20000 PART I, LINE 2: TO RECEIVE ITS GRANT, A GRANTEE MUST SIGN A GRANT CONDITION FORM, WHICH OUTLINES THE ALLOWABLE USES OF FUNDS. THE FORM ALSO SETS FORTH REPORTING REQUIREMENTS, BY WHICH THE GRANTEE MUST SUBMIT A WRITTEN REPORT, TYPICALLY DUE A MONTH AFTER THE GRANT TERM HAS ENDED, DOCUMENTING HOW THE GRANT WAS USED, THE DEMOGRAPHICS OF THOSE SERVED, AND THE IMPACT OF THE GRANT ON THE COMMUNITY. A GRANTEE IS ALSO REQUIRED TO PROVIDE ANY DOCUMENTATION REASONABLY REQUESTED, INCLUDING FINANCIALS, AND ACCOMMODATE REASONABLE SITE VISITS DURING THE YEAR, IN WHICH THE GRANTS FUNDS ARE USED BY THE GRANTEE. GRANTEES THAT RECEIVE TWO-YEAR GRANTS MUST SUBMIT A WRITTEN REPORT DOCUMENTING USE OF THE FUNDS IN COMPLIANCE WITH THE GRANT CONDITIONS FORM PRIOR TO RECEIVING THE SECOND YEAR OF FUNDING. PROGRAM STAFF ENSURES COMPLIANCE WITH THESE REQUIREMENTS AND REVIEWS ALL GRANT REPORTS. ON OCCASION, STAFF AND/OR BOARD MEMBERS MAKE SITE VISITS TO A GRANTEE AND/OR REQUEST A GRANTEE TO MAKE AN IN-PERSON PRESENTATION TO THE BOARD. X X 0 0 0 0 0 0 0 0 0 CHRISTOPHER PUNONGBAYAN EXECUTIVE DIRECTOR 210913 0 0 0 0 0 0 0 29528 0 240441 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX ACCOUNTANT IN CONJUNCTION WITH THE ORGANIZATION'S ACCOUNTING AND FINANCE STAFF. THE DRAFT FORM 990 IS THEN REVIEWED BY THE EXECUTIVE DIRECTOR; ADJUSTMENTS ARE MADE, AS NECESSARY. A COMPLETE COPY OF THE FORM 990 IS THEN PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY ("CIP") WHICH APPLIES TO "INTERESTED PERSONS", DEFINED AS ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF THE COMMITTEE WITH BOARD DELEGATED POWERS, WHO HAS A DIRECT, OR INDIRECT MATERIAL FINANCIAL INTEREST, AS DS DEFINED IN THE CIP. ALL NEW MEMBERS OF THE BOARD OF DIRECTORS ARE PRESENTED WITH A COPY OF THE CIP WHEN THEIR FIRST BOARD TERM BEGINS. BOARD MEMBERS ARE REQUIRED TO SIGN THE CIP'S ANNUAL AFFIRMATION AND DISCLOSURE STATEMENT, UPON JOINING THE BOARD AND EVERY YEAR THEREAFTER, THAT THEY REMAIN ON THE BOARD. THE EXECUTIVE DIRECTOR KEEPS RECORD OF THE SIGNED AFFIRMATION AND DISCLOSURE STATEMENT AND ANY DISCLOSURES BY INTEREST PERSONS. SHOULD AN POTENTIAL OR ACTUAL CONFLICT OF INTEREST ARISE, DISINTERESTED MEMBERS OF THE BOARD OF DIRECTORS SHALL VOTE ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 EACH YEAR, THE PERSONNEL COMMITTEE (WHICH IS MADE UP EXCLUSIVELY OF INDEPENDENT BOARD MEMBERS) CONDUCTS A PERFORMANCE EVALUATION FOR THE EXECUTIVE DIRECTOR AND MAKES A RECOMMENDATION REGARDING A COMPENSATION PACKAGE. THE COMMITTEE SOLICITS INPUT REGARDING THE EXECUTIVE DIRECTOR'S PERFORMANCE FROM THE BOARD MEMBERS AND OTHERS OUTSIDE THE BOARD. THE COMMITTEE REVIEWS COMPARABILITY DATA REGARDING EXECUTIVE DIRECTOR SALARIES FROM A NUMBER OF SOURCES, INCLUDING THE CENTER FOR NON-PROFIT MANAGEMENT AND OTHER NATIONAL SURVEYS. IN ITS DELIBERATIONS, THE COMMITTEE ALSO WEIGHS THE DESIRE TO REWARD EXCELLENCE, ENCOURAGE RETENTION, AND AVOID REPLACEMENT COSTS. THE COMMITTEE PRESENTS ITS EVALUATION AND SALARY RECOMMENDATION TO THE FULL BOARD OF DIRECTORS, WHICH APPROVES ANY ADJUSTMENTS TO THE EXECUTIVE DIRECTOR'S COMPENSATION PACKAGE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. ALSO, A SUMMARY FINANCIAL STATEMENT IS INCLUDED IN THE ANNUAL REPORT. CAL BAR AFFINITY INC 700 S FLOWER STREET SUITE 100 LOS ANGELES CA 90017 844066218 ADMINISTER AFFINITY AND INSURANCE PROGRAMS CA CALIFORNIA CHANGELAWYERS C 2114994 987196 1.00000 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 1 0 0 CAL BAR AFFINITY INC F 1358487 BOOK VALUE