2024-03-06T08:14:30-06:00 2023-06-30 341912961 COHEN & COMPANY LTD OFFICES LISTED AT WWWCOHENCPACOM OH 44115 990 2022-07-01 273063903 CALIFORNIA ALTERNATIVE INVESTMENTS ASSOCIATION CALI 4153699646 9595 WILSHIRE BLVD 9TH FL BEVERLY HILLS CA 90212 GHUFRAN RIZVI PRESIDENT 4153699646 2024-02-27 1 GHUFRAN RIZVI 999009999 0 CHAD M SHIELDS P01775546 8002291099 2024-02-27 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z GHUFRAN RIZVI 9595 WILSHIRE BLVD 9TH FL BEVERLY HILLS CA 90212 243726 0 X WWW.CALALTS.ORG X 2010 CA THE CALIFORNIA ALTERNATIVE INVESTMENTS ASSOCIATION (CALALTS) IS A NON-PROFIT, MEMBER BASED ORGANIZATION FOUNDED TO FOSTER THE GROWTH AND DEVELOPMENT OF THOSE WITHIN THE ALTERNATIVE INVESTMENTS INDUSTRY IN CALIFORNIA THROUGH KNOWLEDGE SHARING, THOUGHT-LEADERSHIP, ADVOCACY OF SOUND BUSINESS PRACTICES, EVENTS, RESOURCES, AND EDUCATIONAL PROGRAMS. 7 7 0 0 0 0 102398 107673 30467 136053 0 0 0 0 132865 243726 0 0 0 0 0 0 0 0 0 123221 167918 123221 167918 9644 75808 112580 188227 161 0 112419 188227 X THE CALIFORNIA ALTERNATIVE INVESTMENTS ASSOCIATION (CALALTS) IS A NON-PROFIT, MEMBER BASED ORGANIZATION FOUNDED TO FOSTER THE GROWTH AND DEVELOPMENT OF THOSE WITHIN THE ALTERNATIVE INVESTMENTS INDUSTRY IN CALIFORNIA THROUGH KNOWLEDGE SHARING, THOUGHT-LEADERSHIP, ADVOCACY OF SOUND BUSINESS PRACTICES, EVENTS, RESOURCES, AND EDUCATIONAL PROGRAMS. 0 0 45414 44975 CALALTS HAS BEEN OFFERING INDUSTRY EDUCATIONAL AND NETWORKING EVENTS, FEATURING TOPICAL DISCUSSION ON MATTERS INCLUDING REGULATION, BEST PRACTICES, ECONOMIC OUTLOOK, PORTFOLIO CONSTRUCTION, AND RISK MANAGEMENT. DURING THE YEAR, CALALTS HOSTED AN INPERSON EDUCATIONAL AND NETWORKING EVENT AND OVER 25 VIRTUAL EVENTS/MEETINGS, THAT SERVED MORE THAN 1,000 ATTENDEES. 38821 31500 CALALTS CONTINUES TO INVEST IN THE WEBSITE ENHANCEMENTS AND COMMUNICATION DESIGNED TO SERVE OVER 4,000 INDIVIDUALS INCLUDING ITS MEMBERSHIP AND NONMEMBERS WITHIN THE ALTERNATIVE INDUSTRY. COMMUNICATION EFFORTS, IN THE FORM OF WEBSITE, EMAIL, WEBINAR, AND SOCIAL MEDIA ANNOUNCEMENT, FOCUS ON PROMOTING THE MISSION OF THE ORGANIZATION WITH THE PUBLIC, CALALTS EVENTS THAT ARE OPEN TO BOTH MEMBERS AND NONMEMBERS, AND SUPPORT INDUSTRYRELATED EVENT ANNOUNCEMENTS. IN AN EFFORT TO CREATE NETWORKING OPPORTUNITIES, FIVE NEW INPERSON NETWORKING EVENTS WERE ADDED. 199 0 CALALTS CONTINUES TO OFFER FREE MONTHLY EDUCATIONAL WEBINARS TO ITS MEMBERS AND MEMBERS OF THE ALTERNATIVE INDUSTRY. WE NOW PROMOTE 25+ EVENTS/MEETINGS ANNUALLY. 84434 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 CA X KAREN DARDICK 4107710001 2510 E WILLOW ST UNIT 208 SIGNAL HILL CA 90755 X ROBIN FINK DIRECTOR 2.00 X 0 0 0 RYAN ROSEN DIRECTOR 2.00 X 0 0 0 MICHELLE BERGREN TREASURER 2.00 X 0 0 0 RACHEL BREWSTER DIRECTOR 2.00 X 0 0 0 MARC WOLF CHAIRMAN OF THE BOARD 2.00 X 0 0 0 SASHA BURSTEIN SECRETARY 2.00 X 0 0 0 VINCE CALCAGNO 1ST VICE PRESIDENT 2.00 X 0 0 0 GJUFRAN RIZVI PRESIDENT 2.00 X 0 0 0 0 0 0 0 0 0 0 0 107673 107673 ALRSLA EVENT INCOME 900099 67078 67078 EVENT SPONSORSHIPS 900099 39250 39250 WINE EVENT INCOME 900099 29725 29725 136053 243726 136053 0 0 45756 45756 720 720 4265 4265 1760 1760 2907 2907 EVENT EXPENSES 72674 72674 ADMIN 15840 15840 OUTSIDE SERVICES 13775 11760 2015 MERCHANT PROCESSING 5260 5260 4961 4961 167918 84434 83484 0 107580 188227 5000 0 112580 188227 161 0 161 0 X 0 0 0 0 112419 188227 112419 188227 112580 188227 75808 0 X 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 AS OF JULY, 1 2022 THE ORGANIZATION CONTRACTED WITH A BOOKKEEPER, A SOCIAL MEDIA PROVIDER, OPERATIONS ASSISTANT AND AN OPERATIONS ADMINISTRATOR. THESE GROUPS COMBINED PROVIDE MANAGEMENT AND ADMINISTRATIVE SERVICES. SUCH SERVICES ARE ESTIMATED TO BE 40 HOURS PER WEEK. THE ORGANIZATION PAID A TOTAL OF $74,436 FOR THE SERVICES FOR THE FISCAL YEAR ENDING JUNE 30, 2023. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD HAS THE ABILITY TO ELECT CERTAIN DIRECTORS IN ACCORDANCE WITH OUR BYLAWS. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD HAS THE ABILITY TO ELECT CERTAIN DIRECTORS IN ACCORDANCE WITH OUR BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FINAL FORM 990 IS AVAILABLE TO THE BOARD OF DIRECTORS UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC