San Mateo County Bar Association is located in Redwood City, CA. The organization was established in 1968. According to its NTEE Classification (I03) the organization is classified as: Professional Societies & Associations, under the broad grouping of Crime & Legal-Related and related organizations. As of 06/2022, San Mateo County Bar Association employed 23 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. San Mateo County Bar Association is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 06/2022, San Mateo County Bar Association generated $22.1m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 0.9% each year. All expenses for the organization totaled $21.6m during the year ending 06/2022. While expenses have increased by 2.4% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
PROMOTE THE HONOR AND DIGNITY OF THE LEGAL PROFESSION, TO EDUCATE ITS MEMBERS, (CONTINUED ON SCH O)
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE PRIVATE DEFENDER PROGRAM (PDP) WAS ESTABLISHED IN 1968. THE COUNTY OF SAN MATEO (THE COUNTY) DOES NOT HAVE A TRADITIONAL PUBLIC DEFENDER'S OFFICE AND SO THE COUNTY HAS CONTRACTED WITH THE ASSOCIATION TO PROVIDE INDIGENT CRIMINAL DEFENSE. THE PDP DELIVERS HIGH QUALITY LEGAL SERVICES TO CLIENTS OTHERWISE UNABLE TO HIRE COUNSEL AND IT DOES SO AT SUBSTANTIAL SAVINGS TO THE TAXPAYERS OF SAN MATEO COUNTY. PROVIDED LEGAL REPRESENTATION TO OVER 20,000 INDIVIDUALS WHO COULD NOT AFFORD THEIR OWN ATTORNEY IN ADULT CRIMINAL, MENTAL HEALTH, CHILD DEPENDENCY,AND JUVENILE CRIMINAL MATTERS.
PROVIDES MEMBERS WITH MULTIPLE OPPORTUNITIES FOR MANDATORY CONTINUING LEGAL EDUCATION (MCLE) AND NETWORKING. OFFERS A VARIETY OF MEMBERSHIP BENEFITS THROUGH PARTNERSHIPS WITH VARIOUS LOCAL BUSINESSES. MEMBERS ARE ABLE TO TAKE ADVANTAGE OF A RANGE OF MEMBER BENEFITS WHICH PRODUCE REVENUE FOR THE ASSOCIATION. THE MOST POPULAR BENEFIT IS THE COURT CARD KEY. ATTORNEYS WHO HAVE BEEN MEMBERS FOR AT LEAST TWO CONSECUTIVE YEARS ARE ELIGIBLE, FOR A NOMINAL FEE, TO APPLY FOR CARD KEY ACCESS TO THE SAN MATEO COUNTY SUPERIOR COURT, WHICH ALLOWS THEM TO BYPASS THE SECURITY SCREENING BY USING THE EMPLOYEE ENTRANCE. (CONTINUED ON SCHEDULE O)MEMBERS ALSO HAVE THE OPPORTUNITY TO UTILIZE ACCOUNTS OPENED BY THE ASSOCIATION TO GAIN EVEN LARGER DISCOUNTS WITH COMPANIES SUCH AS OFFICE DEPOT AND FEDERAL EXPRESS.
THE ASSOCIATION'S LAWYER REFERRAL SERVICE (LRS) IS A STATE BAR OF CALIFORNIA CERTIFIED PROGRAM (CERTIFICATE NO. 0039). FOR A NOMINAL FEE OF $35, THE LRS WILL PROVIDE CALLERS WITH THE NAME OF AN ATTORNEY WHO WILL PROVIDE UP TO A 30-MINUTE CONSULTATION. THE CONSULTATION IS AN OPPORTUNITY FOR THE PROSPECTIVE CLIENT TO EXPLAIN THE GENERAL NATURE OF THE LEGAL PROBLEM AND FOR THE ATTORNEY TO EXPLAIN HIS OR HER FEE STRUCTURE AND DETERMINE IF THE CASE IS ONE HE OR SHE WISHES TO PURSUE. ONCE THE ATTORNEY TAKES A CASE, THE ATTORNEY WILL PAY THE SMCBA 15% OF ALL PROCEEDS RECEIVED FROM THE CLIENTS IN EXCESS OF $100. THE SERVICE ALSO PROVIDES WILLS AT NO COSTS TO SENIOR CITIZENS, FREE WORKERS' COMPENSATION REFERRALS TO ATTORNEYS WHO CAN ASSIST LOW INCOME CLIENTS WITH FAMILY LAW AND CRIMINAL LAW MATTERS, (CONTINUED ON SCHEDULE O)AND FEE WAIVERS FOR THE PUBLIC IN ACCESSING LEGAL SERVICES, TO PROVIDE AND RECONGNIZE PUBLIC SERVICE AS IT RELATES TO THE THIS MISSION, AND TO ADVANCE THE FAIR AND EFFECTIVE ADMINISTRATION OF JUSTICE FOR ALL.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Monical Castillo President | OfficerTrustee | 3 | $0 |
Laura M Mazza Vice President | OfficerTrustee | 3 | $0 |
Kathleen A Durrans Immediate Past President | Trustee | 3 | $0 |
Paul Wilkins Treasurer | OfficerTrustee | 40 | $216,940 |
H Yvonne Seeley Secretary | OfficerTrustee | 3 | $0 |
Angelica Ayar Director (start 01/22) | Trustee | 3 | $0 |
Vendor Name (Service) | Service Year | Compensation |
---|---|---|
Eric M Hove Attorney | 6/29/22 | $366,285 |
Gabriela Guraiib Attorney | 6/29/22 | $267,079 |
Law Office Of Joe Goethals Attorney | 6/29/22 | $271,055 |
Ross B Green Attorney | 6/29/22 | $235,374 |
Esther Aguayo Attorney | 6/29/22 | $247,416 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $0 |
Related organizations | $0 |
Government grants | $0 |
All other contributions, gifts, grants, and similar amounts not included above | $1,460 |
Noncash contributions included in lines 1a–1f | $0 |
Total Revenue from Contributions, Gifts, Grants & Similar | $1,460 |
Total Program Service Revenue | $21,787,043 |
Investment income | $15,600 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $322,685 |
Net Gain/Loss on Asset Sales | -$40,831 |
Net Income from Fundraising Events | $0 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $22,104,212 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $9,500 |
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $1,463,189 |
Compensation of current officers, directors, key employees. | $0 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $1,621,973 |
Pension plan accruals and contributions | $85,757 |
Other employee benefits | $427,783 |
Payroll taxes | $190,221 |
Fees for services: Management | $0 |
Fees for services: Legal | $31,524 |
Fees for services: Accounting | $213,967 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $0 |
Fees for services: Other | $874,573 |
Advertising and promotion | $14,531 |
Office expenses | $283,115 |
Information technology | $235,354 |
Royalties | $0 |
Occupancy | $125,961 |
Travel | $8,802 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $6,203 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $50,200 |
Insurance | $88,831 |
All other expenses | $38,861 |
Total functional expenses | $21,592,189 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $2,757,233 |
Savings and temporary cash investments | $6,047,331 |
Pledges and grants receivable | $0 |
Accounts receivable, net | $888,166 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $133,554 |
Net Land, buildings, and equipment | $2,282,536 |
Investments—publicly traded securities | $0 |
Investments—other securities | $109,300 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $1,000 |
Total assets | $12,219,120 |
Accounts payable and accrued expenses | $2,389,371 |
Grants payable | $0 |
Deferred revenue | $2,132,983 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $58,038 |
Total liabilities | $4,580,392 |
Net assets without donor restrictions | $7,637,678 |
Net assets with donor restrictions | $1,050 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $12,219,120 |