2025-10-16T15:47:07-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2024-01-01 940304950 THE BAR ASSOCIATION OF SAN FRANCISCO BARA 4159821600 50 FREMONT STREET 1700 SAN FRANCISCO CA 94105 MICHELLE MEGNA CFO 4159821600 2025-10-16 1 0 MICHAEL LUMSDEN P01262236 4159561500 2025-10-16 2024 2025-03-06 01:10:19Z YOLANDA JACKSON 50 FREMONT STREET 1700 SAN FRANCISCO CA 94105 10055227 0 X WWW.SFBAR.ORG X 1949 CA BASF IS A NONPROFIT VOLUNTARY MEMBERSHIP ORGANIZATION OF ATTORNEYS, LAW STUDENTS, AND LEGAL PROFESSIONALS IN THE SAN FRANCISCO BAY AREA WHICH WORKS TO PROMOTE EQUAL JUSTICE FOR ALL AND OPPOSE DISCRIMINATION IN ALL FORMS, INCLUDING (BUT NOT LIMITED TO) DISCRIMINATION BASED ON RACE, SEX, DISABILITY, AND SEXUAL ORIENTATION. BASF PROVIDES A COLLECTIVE VOICE FOR PUBLIC ADVOCACY, ADVANCES PROFESSIONAL GROWTH AND EDUCATION, AND ATTEMPTS TO ELEVATE THE STANDARDS OF INTEGRITY, HONOR, AND RESPECT IN THE PRACTICE OF LAW. 28 28 86 307 80623 0 0 827088 8517596 8471853 171385 217579 184806 94388 8873787 9610908 100000 0 0 0 6309533 6593764 0 16777 0 2420267 2502619 8829800 9113160 43987 497748 9953390 17135103 3169790 9596263 6783600 7538840 X THE BAR ASSOCIATION OF SAN FRANCISCO CHAMPIONS EQUAL ACCESS TO JUSTICE AND PROMOTES HUMANITY, EXCELLENCE, AND DIVERSITY IN THE LEGAL PROFESSION. WE PROVIDE LEGAL SERVICES TO DISADVANTAGED AND UNDERSERVED INDIVIDUALS IN SAN FRANCISCO. WE CREATE OPPORTUNITIES FOR LEGAL SERVICE IN THE COMMUNITY AND ENCOURAGE PARTICIPATION BY OUR MEMBERS. WE ADVANCE PROFESSIONAL GROWTH AND EDUCATION, AND ELEVATE THE STANDARDS OF INTEGRITY, HONOR, AND RESPECT IN THE PRACTICE OF LAW. WE CULTIVATE DIVERSITY AND EQUALITY IN THE LEGAL PROFESSION, PROVIDE A COLLECTIVE VOICE FOR PUBLIC ADVOCACY, AND PIONEER CONSTRUCTIVE CHANGE IN SOCIETY. 0 0 GENERAL FUND: PROVIDES INFORMATION AND GENERAL SERVICES TO ASSOCIATION MEMBERS AND TO SAN FRANCISCANS-AT-LARGE, INCLUDING:- CONTINUING EDUCATION SEMINARS AND OTHER EVENTS FOR MEMBERS' BENEFIT- ALTERNATIVE DISPUTE RESOLUTION PROGRAMS: MEDIATION, ARBITRATION, AND EARLY SETTLEMENT SERVICES- DIVERSITY SERVICES: PROGRAMS AND EVENTS PROMOTING DIVERSITY IN THE LEGAL PROFESSION- PUBLICATIONS: PRINT AND ELECTRONIC PUBLICATIONS AVAILABLE TO MEMBERS AND OTHER INTERESTED PARTIES- MEMBER DISCOUNTS ON A RANGE OF GOODS AND SERVICES- CONFERENCE CENTER AND MEETING ROOM RENTALS LAWYER REFERRAL AND INFORMATION SERVICE:- PROVIDES REFERRAL SERVICE TO PANELS OF LAWYERS FROM CALL-IN OR ELECTRONIC INQUIRIES FROM THE PUBLIC- MANAGES SUPERIOR COURT CRIMINAL DEFENSE LAWYER ASSIGNMENTS FOR INDIGENT AND DEPENDENCY CASES AND RELATED COURT BILLING PROGRAMS- PROVIDES ATTORNEYS IN SUPPORT OF SAN FRANCISCO COURT SYSTEM AND PUBLIC DEFENDER'S OFFICE CONFLICT INTERVENTION SERVICE PROGRAM:- PROVIDES MEDIATION SERVICES FOR LANDLORD/LOW INCOME TENANT AND/OR COMMERCIAL LEASE DISPUTES WITH THE GOAL OF KEEPING A VULNERABLE POPULATION HOUSED AND FACILITATING COMMERCIAL SPACE LEASING IN SAN FRANCISCO REMAINING PROGRAMS INCLUDE A PROGRAM TO INCREASE DIVERSITY IN THE LEGAL PROFESSION BY SUPPORTING AND ENCOURAGING INCLUSIVE POLICIES, OUTREACH TO UNDERSERVED AREAS FOR RECRUITMENT, AND TO HOST EVENTS CELEBRATING DIVERSITY. OTHER PROGRAMS ARE PRIMARILY SUPPORT FOR THE PROGRAMS MENTIONED ABOVE. 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 46 0 1 86 1 1 1 0 0 0 1 1 0 0 0 X 28 28 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X MICHELLE MEGNA 4159821600 50 FREMONT STREET SUITE 1700 SAN FRANCISCO CA 94105 TERESA JOHNSON PRESIDENT 5.00 1.00 X X 0 0 0 CHARLES JUNG PRESIDENT ELECT 5.00 1.00 X X 0 0 0 PEGGY OTUM TREASURER 5.00 1.00 X X 0 0 0 COLIN T KEMP SECRETARY 5.00 1.00 X X 0 0 0 JEFFREY BROWNING DIRECTOR 1.00 0.00 X 0 0 0 LIN CHAN DIRECTOR 1.00 0.00 X 0 0 0 ERIN CONNELL DIRECTOR 1.00 0.00 X 0 0 0 MARK CONRAD DIRECTOR 1.00 0.00 X 0 0 0 NESLIHAN DORAN-CIVAN DIRECTOR 1.00 0.00 X 0 0 0 MATTHEW GLUCK DIRECTOR 1.00 0.00 X 0 0 0 JENNIFER GRACE DIRECTOR 1.00 0.00 X 0 0 0 ROB HARRINGTON DIRECTOR 1.00 0.00 X 0 0 0 LAURA HURTADO DIRECTOR 1.00 0.00 X 0 0 0 ADAM KAPLAN DIRECTOR 1.00 0.00 X 0 0 0 DEANNA KWONG DIRECTOR 1.00 0.00 X 0 0 0 LINDSAY LLEWELLYN DIRECTOR 1.00 0.00 X 0 0 0 CONSTANCE NORTON DIRECTOR 1.00 0.00 X 0 0 0 CATHERINE ONGIRI DIRECTOR 1.00 0.00 X 0 0 0 MARI OVERBECK DIRECTOR 1.00 0.00 X 0 0 0 TONY SCHOENBERG DIRECTOR 1.00 0.00 X 0 0 0 RANI SINGH DIRECTOR 1.00 0.00 X 0 0 0 DEMETRIA VONG-SPILLAN DIRECTOR 1.00 0.00 X 0 0 0 ALLISON WANG DIRECTOR 1.00 0.00 X 0 0 0 COLIN WEST DIRECTOR 1.00 0.00 X 0 0 0 SARAH HOFFMAN BARRISTER'S CLUB PRESIDENT 5.00 0.00 X 0 0 0 JOSEPH BLAKE WINSTON IV BARRISTER'S CLUB PRESIDENT-ELECT 5.00 0.00 X 0 0 0 ANTHONY GUZMAN BARRISTER'S CLUB TREASURER 5.00 0.00 X 0 0 0 JACQUELINE SIMONOVICH BARRISTER'S CLUB SECRETARY 5.00 0.00 X 0 0 0 YOLANDA JACKSON EXECUTIVE DIRECTOR & GENERAL COUNSEL 35.00 15.00 X 329656 0 11109 STEVEN MACIEL CFO (THROUGH 11/2024) 35.00 15.00 X 185256 0 2966 MICHELLE MEGNA CFO (START 12/2024) 35.00 15.00 X 9103 0 0 JULIE TRAUN DIRECTOR OF COURT PROGRAMS, LRIS 35.00 0.00 X 179209 0 17170 ZABRINA ALEGUIRE DEPENDENCY REPRESENTATION PROG MGR 35.00 0.00 X 171044 0 6375 BRUCE KEPPLER INFORMATION TECHNOLOGY DIRECTOR 35.00 0.00 X 133125 0 40461 GIANG NGUYEN CONTROLLER 35.00 0.00 X 118911 0 15647 RAQUEL CABADING CLE DIRECTOR 35.00 0.00 X 116512 0 5786 CARMEN YUEN HUMAN RESOURCES DIRECTOR 35.00 0.00 X 107461 0 27617 1350277 0 127131 12 0 1 0 0 327088 500000 827088 REFERRALS AND OTHER FEES 541100 4635918 4635918 MEMBERSHIP DUES 541100 1743392 1743392 EXP REIMB FROM AFFILIATE 561000 1194028 1194028 CONTINUING ED/EVENTS/CONFERENCES 541100 816688 816688 PUBLICATIONS 541100 81172 549 80623 655 655 8471853 147298 147298 85631 85631 514600 444319 70281 70281 70281 MISCELLANEOUS REVENUE 900099 8757 8757 8757 9610908 8391230 80623 311967 734470 4757371 160600 526771 414552 332364 77452 16777 31476 135293 47039 121490 153748 714123 22762 380663 80572 100663 42788 REPAIRS & MAINTENANCE 68974 RECRUITING 54399 PRINTING & PUBLICATIONS 27794 DUES & SUBSCRIPTIONS 19124 91895 9113160 757936 1311896 107701 42930 1372490 1438334 264970 295452 1920101 1642270 349766 277831 5897100 6070298 1203427 7698362 9953390 17135103 924963 872855 963880 1091915 974484 1055057 306463 6576436 3169790 9596263 X 6783600 7538840 6783600 7538840 9953390 17135103 497748 257492 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1337219 1129776 207443 582882 512494 70388 277831 DUE FROM RELATED ORGANIZATION 1221037 OPERATING LEASE, RIGHT-OF-USE ASSETS 6477325 7698362 OPERATING LEASE LIABILITIES 6576436 6576436 X PART X, LINE 2: BASF AND JDC ARE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTIONS 501(C)(6) AND 501(C)(3), RESPECTIVELY, OF THE INTERNAL REVENUE CODE AND SECTIONS 23701E AND 23701D, RESPECTIVELY, OF THE CALIFORNIA REVENUE AND TAXATION CODE EXCEPT TO THE EXTENT OF UNRELATED BUSINESS TAXABLE INCOME AS DEFINED UNDER INTERNAL REVENUE CODE SECTIONS 511 THROUGH 515. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THESE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION HAS NO UNRECOGNIZED TAX BENEFITS OR UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2024 OR 2023. X X X X X X 1 RYLAND CONSULTING LLC 382 FREDERICK STREET SAN FRANCISCO CA 94117 FUNDRAISING/GRANT WRITING 0 1956524 16777 1939747 1956524 16777 1939747 X X X 0 0 0 YOLANDA JACKSON EXECUTIVE DIRECTOR & GENERAL COUNSEL 329656 0 0 0 0 0 9867 0 1242 0 340765 0 0 0 JULIE TRAUN DIRECTOR OF COURT PROGRAMS, LRIS 172156 0 7053 0 0 0 5501 0 11669 0 196379 0 0 0 STEVEN MACIEL CFO (THROUGH 11/2024) 170611 0 0 0 14645 0 0 0 2966 0 188222 0 0 0 ZABRINA ALEGUIRE DEPENDENCY REPRESENTATION PROG MGR 171044 0 0 0 0 0 5139 0 1236 0 177419 0 0 0 BRUCE KEPPLER INFORMATION TECHNOLOGY DIRECTOR 133125 0 0 0 0 0 4463 0 35998 0 173586 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONLY ONE CLASS OF MEMBER (AS DEFINED BY THE FORM 990 INSTRUCTIONS) WITH THE RIGHT TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE: ATTORNEY MEMBERS. ATTORNEY MEMBERS ARE ATTORNEYS WHO ARE ADMITTED TO PRACTICE BEFORE THE SUPREME COURT OF THE UNITED STATES, OR BEFORE THE COURTS OF THE UNITED STATES LOCATED IN THE STATE OF CALIFORNIA, OR BEFORE THE COURT OF LAST RESORT OF ANY STATE, TERRITORY OR POSSESSION OF THE UNITED STATES OR OF ANY FOREIGN COUNTRY. FORM 990, PART VI, SECTION A, LINE 7A EACH YEAR, THE NOMINATING COMMITTEE (WHICH CONSISTS OF 12 ATTORNEY MEMBERS) NOMINATES ONE PERSON FOR EACH VACANT POSITION ON THE BOARD OF DIRECTORS. OTHER NOMINATIONS FOR DIRECTORS MAY ALSO BE MADE IN WRITING, SIGNED BY AT LEAST 1% OF THE ATTORNEY MEMBERS, AND FILED WITH THE SECRETARY. IF THERE IS ONE NOMINEE FOR ANY POSITION ON THE BOARD, THEN SUCH NOMINEE WILL BE DEEMED ELECTED. IF THERE IS MORE THAN ONE NOMINEE FOR ANY POSITION ON THE BOARD, AN ELECTION SHALL BE HELD BY WRITTEN BALLOT OF THE ATTORNEY MEMBERS OF THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7B NEW BYLAWS OF THE ASSOCIATION MAY BE ADOPTED OR THE CURRENT BYLAWS AMENDED OR REPEALED BY THE AFFIRMATIVE VOTE OF A MAJORITY OF THE ATTORNEY MEMBERS REPRESENTED AND VOTING AT A DULY HELD MEETING AT WHICH A QUORUM IS PRESENT OR VIA WRITTEN BALLOT. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX PREPARER IN CONJUNCTION WITH THE ORGANIZATION'S ACCOUNTING AND FINANCE DEPARTMENT. A DRAFT FORM 990 IS THEN REVIEWED BY THE CFO, AND APPROPRIATE UPDATES AND REVISIONS ARE MADE. THEREAFTER, THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. THE FORM 990 IS ALSO MADE AVAILABLE TO BOARD MEMBERS FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, AND MANAGEMENT PERSONNEL WITH RESPONSIBILITY FOR AUTHORIZING CONTRACTS, SIGNING CHECKS, AND APPROVING VENDOR INVOICES ARE REQUIRED TO COMPLETE ANNUAL CONFLICT OF INTEREST DISCLOSURE FORMS, AND HAVE A CONTINUING OBLIGATION TO REPORT POTENTIAL OR ACTUAL CONFLICTS WHEN THEY ARISE. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS TASKED WITH MONITORING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS IN CONNECTION THEREWITH TO THE EXECUTIVE COMMITTEE, AND AFTER ANY DISCUSSION WITH THE CONFLICTED INDIVIDUAL, HE OR SHE SHALL LEAVE THE EXECUTIVE COMMITTEE MEETING WHILE THE MEMBERS OF THE EXECUTIVE COMMITTEE DECIDE IF A CONFLICT OF INTEREST EXISTS AND/OR WHETHER THE EXECUTIVE COMMITTEE WISHES TO SEEK INPUT FROM THE ENTIRE BOARD. IF THE CONFLICTED INDIVIDUAL IS A MEMBER OF THE EXECUTIVE COMMITTEE, SUCH PERSON SHALL LEAVE THE MEETING AND THE MATTER SHALL BE DECIDED BY THE REMAINING MEMBERS. THE RECORDINGS OF THE PROCEEDINGS ARE DOCUMENTED IN THE MINUTES OF THE MEETINGS OF THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY THE BOARD OF DIRECTORS, WHO UTILIZE COMPARABLE DATA AND COMPENSATION SURVEYS WHEN MAKING THE DECISION. ANY ANNUAL INCREASES ARE ALSO APPROVED BY THE BOARD. EACH DELIBERATION AND DECISION IS CONTEMPORANEOUSLY SUBSTANTIATED. COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION IS ALSO DETERMINED BY THE BOARD OF DIRECTORS, WHO UTILIZE COMPARABLE DATA AND COMPENSATION SURVEYS WHEN MAKING THE DECISION. ANY ANNUAL INCREASE IS APPROVED BY THE BOARD, UNLESS THE PERCENTAGE IS IN-LINE WITH ALL OTHER EMPLOYEES IN THE ORGANIZATION. THE DELIBERATION AND DECISION IS CONTEMPORANEOUSLY SUBSTANTIATED. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING/ORGANIZING DOCUMENTS ARE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE. THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO MEMBERS AND SELECT OTHERS ON REQUEST. THE CONFLICT OF INTEREST POLICY IS NOT MADE AVAILABLE TO THE PUBLIC. THE JUSTICE & DIVERSITY CENTER OF THE BASF 50 FREMONT STREET SUITE 1700 SAN FRANCISCO CA 94105 942931349 PRO BONO LEGAL AND EDUCATIONAL SERVICES CA 501(C)(3) 7 BAR ASSOCIATION OF SAN FRANCISCO 1 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 JUSTICE & DIVERSITY CENTER OF THE BASF (JDC) D 1221037 BOOK VALUE JUSTICE & DIVERSITY CENTER OF THE BASF (JDC) N 262713 BOOK VALUE JUSTICE & DIVERSITY CENTER OF THE BASF (JDC) O 1146852 BOOK VALUE JUSTICE & DIVERSITY CENTER OF THE BASF (JDC) Q 2199108 BOOK VALUE