2026-07-14T13:41:24-05:00 2025-08-31 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2024-09-01 237304205 BET TZEDEK BETT 3235495834 3250 WILSHIRE BLVD 13TH FLOOR LOS ANGELES CA 90010 NORMAN BULLOCK CFOO 3235495834 2026-07-14 1 1 KATY BROWN P00650274 9257902600 2026-07-07 2024 2025-03-06 01:10:19Z BET TZEDEK LEGAL SERVICES NORMAN BULLOCK 3250 WILSHIRE BLVD 13TH FLOOR LOS ANGELES CA 90010 24908951 0 X WWW.BETTZEDEK.ORG X 1973 CA PROVIDING FREE LEGAL SERVICES TO THOSE WHO NEED THEM MOST. 58 58 139 1573 0 0 19758026 23815816 9718 1235 633929 926725 -290994 -275116 20110679 24468660 0 0 0 0 14126549 15548793 0 0 1254573 4600675 5304646 18727224 20853439 1383455 3615221 30228552 38234549 7773378 9860445 22455174 28374104 X PROVIDING FREE LEGAL SERVICES TO THOSE WHO NEED THEM MOST. 0 0 16704606 19235 BET TZEDEK IS NATIONALLY RECOGNIZED FOR LEVERAGING STAFF TO RECRUIT, TRAIN AND SUPERVISE VOLUNTEERS, INCLUDING HUNDREDS OF PRO BONO LAWYERS TO INCREASE THE NUMBER OF CLIENTS THE ORGANIZATION SERVES. BET TZEDEK CLIENTS BENEFIT FROM TWO DISTINCT VOLUNTEER GROUPS. THE FIRST ARE COMMUNITY VOLUNTEERS WHO PERFORM INTAKE INTERVIEWS AND OTHER CLIENT SERVICES, INCLUDING UP TO 150 LAW STUDENTS A YEAR. IN FISCAL YEAR 2025, THESE VOLUNTEERS DONATED THOUSANDS OF HOURS OF THEIR TIME, THE VALUE OF WHICH IS ESTIMATED TO BE AROUND $5 MILLION. IN ADDITION TO THE VALUE THAT IN HOUSE VOLUNTEERS PROVIDE OUR COMMUNITIES, BET TZEDEK ALSO PLACES CLIENTS' CASES WITH HUNDREDS OF PRO BONO ATTORNEY AND PARALEGAL VOLUNTEERS AT LAW (CONTINUED ON SCHEDULE O) FIRMS NATIONWIDE. THESE PRO BONO VOLUNTEER HOURS ARE REPORTED TO THE ORGANIZATION AFTER THE END OF EACH YEAR, AND AS A RESULT THE 2024 AMOUNTS WILL BE DISCLOSED IN THE FINANCIAL STATEMENTS FOR THE FISCAL YEAR ENDING AUGUST 31, 2026. WHAT IS AVAILABLE IS THE TOTAL CONTRIBUTION MADE IN CALENDAR YEAR 2024:27,387 HOURS OF SERVICE BY 1,573 VOLUNTEERS, WITH A VALUE ESTIMATED AT OVER $10 MILLION. BET TZEDEK'S EFFORTS IN MARSHALLING VOLUNTEERS AND PRO BONO LAWYERS IN INNOVATIVE AND IMPACTFUL WAYS HAVE RESULTED IN BET TZEDEK RECEIVING THE AMERICAN BAR ASSOCIATION'S "PRO BONO PUBLICO AWARD" FOR ITS HOLOCAUST SURVIVOR JUSTICE NETWORK, A NATIONAL NETWORK OF PRO BONO ATTORNEYS AND SOCIAL WORKERS REPRESENTING SURVIVORS IN THEIR APPLICATION FOR REPARATIONS IN OVER 30 CITIES. BET TZEDEK HAS ALSO RECEIVED THE PRO BONO INSTITUTE'S 2020 CORPORATE PRO BONO "PRO BONO PARTNER AWARD" FOR ITS PRO BONO COLLABORATION WITH THE LAW FIRM OF DAVIS WRIGHT AND TREMAINE, AMAZON AND KIDS IN NEED OF DEFENSE TO SERVE UNDOCUMENTED IMMIGRANT CHILDREN. 16704606 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 59 0 1 139 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 58 58 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X NORMAN BULLOCK 3235495834 3520 WILSHIRE BLVD 13TH FL LOS ANGELES CA 90010 SAMANTHA L MILLMAN BOARD CHAIR 1.00 X X 0 0 0 LINDA M BURROW TREASURER 1.00 X X 0 0 0 SCOTT PACKMAN SECRETARY 1.00 X X 0 0 0 LUIS LAINER CHAIR EMERITUS 1.00 X X 0 0 0 G CARLA AXELROD DIRECTOR 1.00 X 0 0 0 MATTHEW D BENEDETTO DIRECTOR 1.00 X 0 0 0 ARTHUR H BILGER DIRECTOR 1.00 X 0 0 0 JENNIFER L BRYANT DIRECTOR 1.00 X 0 0 0 ALISHA C BURGIN DIRECTOR 1.00 X 0 0 0 MICHELLE LC CARPENTER DIRECTOR 1.00 X 0 0 0 KIMBERLY K CHEMERINSKY DIRECTOR 1.00 X 0 0 0 VICTOR DE LA CRUZ DIRECTOR 1.00 X 0 0 0 YOUSUF I DHAMEE DIRECTOR 1.00 X 0 0 0 CHRISTINE E ELLICE DIRECTOR 1.00 X 0 0 0 MICHAEL A FIRESTEIN DIRECTOR 1.00 X 0 0 0 ZHANNA FISH DIRECTOR 1.00 X 0 0 0 HON TERRY B FRIEDMAN DIRECTOR 1.00 X 0 0 0 GEOFFREY M GOLD DIRECTOR 1.00 X 0 0 0 GORDON A GREENBERG DIRECTOR 1.00 X 0 0 0 REX HEINKE DIRECTOR 1.00 X 0 0 0 GREGORY D HELMER DIRECTOR 1.00 X 0 0 0 SEAN W JAQUEZ DIRECTOR 1.00 X 0 0 0 RICHARD B JONES DIRECTOR 1.00 X 0 0 0 MOEZ M KABA DIRECTOR 1.00 X 0 0 0 JEFFREY H KINRICH DIRECTOR 1.00 X 0 0 0 KATHERINE H KU DIRECTOR 1.00 X 0 0 0 TARIFA B LADDON DIRECTOR (THRU 2/25) 1.00 X 0 0 0 STANLEY W LEVY DIRECTOR 1.00 X 0 0 0 JASON D LINDER DIRECTOR 1.00 X 0 0 0 JOHN LY DIRECTOR 1.00 X 0 0 0 NEAL R MARDER DIRECTOR 1.00 X 0 0 0 KEVIN S MARKS DIRECTOR 1.00 X 0 0 0 MICHELLE MAYER DIRECTOR (THRU 2/25) 1.00 X 0 0 0 TORREY J MCCLARY DIRECTOR 1.00 X 0 0 0 FRANK E MELTON DIRECTOR 1.00 X 0 0 0 ALEX MENENBERG DIRECTOR 1.00 X 0 0 0 LINDA MICHAELSON DIRECTOR 1.00 X 0 0 0 KENNETH S MILLMAN DIRECTOR 1.00 X 0 0 0 ARIEL A NEUMAN DIRECTOR 1.00 X 0 0 0 AMY E PROCTOR DIRECTOR 1.00 X 0 0 0 JILL RATNER DIRECTOR 1.00 X 0 0 0 HEATHER L RICHARDSON DIRECTOR 1.00 X 0 0 0 REY M RODRIGUEZ DIRECTOR 1.00 X 0 0 0 JENNIFER S ROMANO DIRECTOR 1.00 X 0 0 0 ERIN C ROTGIN DIRECTOR 1.00 X 0 0 0 DAVID J SCHINDLER DIRECTOR 1.00 X 0 0 0 ROBERT M SCHWARTZ DIRECTOR 1.00 X 0 0 0 DAWN SESTITO DIRECTOR 1.00 X 0 0 0 DANIEL L SHALLMAN DIRECTOR 1.00 X 0 0 0 ADAM SIEFF DIRECTOR 1.00 X 0 0 0 ASHLEY M SILBERFELD DIRECTOR 1.00 X 0 0 0 MATTHEW E SLOAN DIRECTOR 1.00 X 0 0 0 GLENN A SONNENBERG DIRECTOR 1.00 X 0 0 0 BENNETT L SPIEGEL DIRECTOR 1.00 X 0 0 0 ALBERT STEMP DIRECTOR (THRU 2/25) 1.00 X 0 0 0 LAURA A STOLL DIRECTOR 1.00 X 0 0 0 MARY ANN TODD DIRECTOR 1.00 X 0 0 0 ADAM S UMANOFF DIRECTOR 1.00 X 0 0 0 LEAH E WEIL DIRECTOR 1.00 X 0 0 0 ALEX M WEINGARTEN DIRECTOR 1.00 X 0 0 0 RYAN K YAGURA DIRECTOR (THRU 2/25) 1.00 X 0 0 0 SAM S YEBRI DIRECTOR 1.00 X 0 0 0 DIEGO J CARTAGENA CEO 40.00 X 271084 0 23588 LAURA L NELSON CFO 40.00 X 149551 0 23708 NORMAN BULLOCK CFOO 40.00 X 3000 0 0 VINCENT CUMMINGS VP OF EXTERNAL AFFAIRS 40.00 X 215520 0 29221 LAKESH M BAKER VP OF HUMAN RESOURCES 40.00 X 187750 0 34254 TZUNG-LIN FU VP OF COMPLIANCE 40.00 X 166488 0 25813 WEIJU JESSICA KO CONTROLLER 40.00 X 158285 0 16212 ERIKSON R ALBRECHT DIRECTING ATTORNEY 40.00 X 144461 0 28653 MARY T ROSS DIRECTING ATTORNEY 40.00 X 136702 0 25992 YOLANDE P ERICKSON ATTORNEY III 40.00 X 132262 0 19364 MATTHEW DECAROLIS ATTORNEY III 40.00 X 134222 0 8767 1699325 0 235572 29 0 1 0 ROBERT HALF INC 3001 BISHOP DRIVE SUITE 140 SAN RAMON CA 94583 VARIOUS TEMPORARY WORKERS 688959 INTERCONTINENTAL HOTEL (HANJIN INT'L COR 900 WILSHIRE BLVD LOS ANGELES CA 90017 GALA - VENUE & FOOD COSTS 256051 IT PROS MANAGEMENT GROUP INC 9205 WEST RUSSELL ROAD SUITE 240 LAS VEGAS NV 89148 IT CONSULTANT AND SUPPORT 235177 NETDOCS 2500 W EXECUTIVE PKWY 300 LEHI UT 84048 SOFTWARE 126342 THAT'S YOUR BALLGAME 147 N VISTA ST LOS ANGELES CA 90036 GALA - EVENT PRODUCTION 118610 6 2167602 13107448 8540766 341594 23815816 PROGRAM SERVICE FEES 541100 1235 1235 1235 926725 926725 147175 2167602 440291 -293116 -293116 MISCELLANEOUS 900099 18000 18000 18000 24468660 19235 0 633609 1431963 506326 752145 173492 10901917 9522855 907304 471758 819385 693900 88188 37297 1544358 1340422 126987 76949 851170 698623 108563 43984 57149 57149 77805 30376 3179 44250 6604 6604 26747 26747 1712340 1419197 182425 110718 195290 76242 7980 111068 1358624 1165608 97215 95801 682443 586901 61420 34122 164782 142736 14173 7873 57056 49068 5135 2853 14360 12351 1291 718 124592 107150 11212 6230 TEMPORARY LABOR 731771 234166 497605 PROFESSIONAL DUES 65865 25714 2691 37460 BOOKS/RESEARCH MATERIAL 29218 29218 20853439 16704606 2894260 1254573 842493 853388 4008676 9098584 3259726 4799925 225522 288959 368002 347657 34705 20345 17207541 19022810 4649889 4150538 30228552 38234549 1518067 1949699 1372305 3484888 4883006 4425858 7773378 9860445 X 14567071 19515543 7888103 8858561 22455174 28374104 30228552 38234549 X 3615221 1103709 1200000 X 0 1 X 1 1 1 X 12865881 14559431 17987350 20958026 23815816 90186504 12865881 14559431 17987350 20958026 23815816 90186504 90186504 332932 601912 497908 635988 926725 2995465 93181969 832668 0.96790 0.97040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6604 6604 20846835 20853439 1000000 250000 0 0 843635 1000000 1000000 1000000 3843635 5765453 10151 2329 3995 6604 23079 210909 250000 250000 250000 960909 1441364 14139606 1558621 1636757 558621 16776363 12027983 534974 2111623 534974 14139606 11073828 499358 954155 499358 12027983 12563144 1055094 -2089316 455094 11073828 9653549 1358839 1929595 378839 12563144 0.66420 0.30750 0.02830 0 0 50787 40378 10409 317215 307279 9936 20345 RIGHT OF USE LEASE ASSETS 4150538 4150538 RIGHT OF USE LIABILITIES 4425858 4425858 30151578 1103709 4605956 5709665 24441913 26747 26747 24468660 25432648 4605956 4605956 20826692 26747 26747 20853439 PART V, LINE 4: THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE ORGANIZATION MUST HOLD IN PERPETUITY OR FOR A DONOR-SPECIFIED PERIOD(S) AS WELL AS BOARD-DESIGNATED FUNDS. UNDER THIS POLICY, AS APPROVED BY THE BOARD OF TRUSTEES, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO PRODUCE TOTAL RETURNS (NET OF INFLATION) IN EXCESS OF THE ENDOWMENT SPEND-OUT RATE, THUS ALLOWING FOR REAL GROWTH OF ENDOWMENT ASSETS WHILE ASSUMING A MODERATE LEVEL OF INVESTMENT RISK. PART XI LINE 2B AND PART XII LINE 2A: NATIONALLY RECOGNIZED FOR ITS PRO BONO MODEL, BET TZEDEK LEVERAGES THE DONATED SERVICES OF THOUSANDS OF VOLUNTEERS TO DRAMATICALLY INCREASE THE IMPACT OF ITS STAFF'S WORK. DONATED SERVICES AND USE OF FACILITIES IN THE AMOUNT OF $4,606,175 IS COMPRISED OF $452,086 IN DONATED LEGAL SERVICES AND $4,154,089 IN DONATED VOLUNTEER HOURS. DONATED SERVICES ARE COMPRISED OF IN-KIND SUPPORT FOR CONTRIBUTED PROFESSIONAL SERVICES OF VOLUNTEER ATTORNEYS, PARALEGALS AND LAW CLERKS FOR SERVICES RECEIVED FROM THE EXTERNAL AND INTERNAL LEGAL PROFESSIONALS BASED ON THE FISCAL YEAR. DONATED SERVICES ARE VALUED AT RATES NORMALLY CHARGED BY THE VOLUNTEERS FOR SIMILAR SERVICES. IN FISCAL YEAR 2025, BET TZEDEK RECEIVED 27,387 HOURS OF DONATED SERVICES THAT WERE PROVIDED AS PART OF CASE WORK OVERSEEN BY BET TZEDEK ATTORNEYS, PARALEGALS, AND LAW STUDENTS. ANNUAL DINNER GALA 2314777 2167602 147175 199020 123248 98764 2314777 2167602 147175 199020 123248 98764 421032 -273857 X X X 0 0 0 0 0 0 0 1 0 DIEGO J CARTAGENA CEO 249084 0 22000 0 0 0 13700 0 9888 0 294672 0 0 0 VINCENT CUMMINGS VP OF EXTERNAL AFFAIRS 195520 0 20000 0 0 0 11011 0 18210 0 244741 0 0 0 LAKESH M BAKER VP OF HUMAN RESOURCES 167750 0 20000 0 0 0 9581 0 24673 0 222004 0 0 0 TZUNG-LIN FU VP OF COMPLIANCE 156488 0 10000 0 0 0 8874 0 16939 0 192301 0 0 0 WEIJU JESSICA KO CONTROLLER 143285 0 15000 0 0 0 2563 0 13649 0 174497 0 0 0 LAURA L NELSON CFO 149551 0 0 0 0 0 7812 0 15896 0 173259 0 0 0 ERIKSON R ALBRECHT DIRECTING ATTORNEY 129461 0 15000 0 0 0 7408 0 21245 0 173114 0 0 0 MARY T ROSS DIRECTING ATTORNEY 126702 0 10000 0 0 0 2125 0 23867 0 162694 0 0 0 YOLANDE P ERICKSON ATTORNEY III 132262 0 0 0 0 0 0 0 19364 0 151626 0 0 0 PART I, LINE 7 THE EXECUTIVE COMMITTEE DETERMINED BONUSES TO EMPLOYEES AT THEIR DISCRETION. X 1657 341375 PUBLICLY TRADED EXCHANGE X OFFICE SUPPLIES 18 219 FMV 0 0 1 0 PART I, COLUMN (B): THIS NUMBER REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED, NOT THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 2 SAMANTHA L. MILLMAN AND KENNETH S. MILLMAN HAVE A BUSINESS AND FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 3 NORMAN BULLOCK WORKED AS INTERIM CFO THROUGH ROBERT HALF, WHICH PAID HIM $186,685 FOR HIS SERVICES TO BET TZEDEK DURING CALENDAR YEAR 2024. FORM 990, PART VI, SECTION B, LINE 11B BET TZEDEK'S AUDIT COMMITTEE MEETS WITH THE CEO AND CFO TO DISCUSS THE DRAFT OF THE FORM 990. ONCE ACCEPTED, THE FORM IS MADE AVAILABLE TO THE ENTIRE BOARD OF DIRECTORS FOR REVIEW. THE RETURN IS THEN ELECTRONICALLY FILED. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE AND GOVERNANCE COMMITTEES, WITH INPUT FROM SENIOR MANAGEMENT, MONITOR THE CONFLICT OF INTEREST POLICY ON AN ONGOING BASIS. EACH SEPTEMBER, AT THE START OF THE ORGANIZATION'S FISCAL YEAR, EACH BOARD MEMBER IS ASKED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY. THE CONFLICT OF INTEREST POLICY ARTICULATES WHEN A BOARD MEMBER MUST DISCLOSE A CONFLICT OF INTEREST AND RECUSE THEMSELVES FROM ANY BOARD DISCUSSION OR DECISION-MAKING PROCESS RELATED TO THAT INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS DETERMINES THE COMPENSATION OF THE ORGANIZATION'S CEO BY USING INDEPENDENT COMPENSATION CONSULTANTS AND OTHER ORGANIZATION'S 990S. THE ORGANIZATION GETS ALL APPROVALS FROM THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 BET TZEDEK MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND INFORMATIONAL RETURNS AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 9: RECOGNITION OF PRIOR YEAR CONTRIBUTION 1,200,000.