2024-11-04T16:46:33-05:00 2023-12-31 465555252 Build Advisory Corporation 811 W 7th ST 12th Floor Los Angeles CA 90017 990 2023-01-01 943117301 Calif Assoc of Legal Document Assistants CALI PO Box 2582 Granite Bay CA 957462751 Robert Van Steen Director & Pres 4089739004 2024-11-04 true true Kamilah Zadi CRTP P03008917 4159523695 2024-11-04 2023 2024-10-15 13:58:12Z CALDA Robert Van Steen 227060 false X calda.org X 1988 CA CALDA is focused on helping the public become aware of the Legal Document Assistant profession as distinct from the Paralegal profession. CALDA is committed to the continuing legal education of its members and to elevating the ethical standards of the LDA profession. 14 14 0 14 0 0 129845 146730 77060 74785 64 740 381 206969 222636 0 3510 0 0 0 0 159673 186658 163183 186658 43786 35978 198528 234506 0 198528 234506 CALDA is focused on helping the public become aware of the Legal Document Assistant profession as distinct from the Paralegal profession. CALDA is committed to the continuing legal education of its members and to elevating the ethical standards of the LDA profession. false false In 2023, CALDA continued to see steady growth, engagement within the membership, and involvement with the public. While hosting over 70 virtual events, in-person seminars were once again enjoyed with one each held in Northern and Southern California. The fourth annual virtual conference reached record attendance with over 150 registrants and 20 hours of continuing legal education offered. To raise public awareness of the profession and the role of CALDA, the association made a concerted effort to participate in events attended by attorneys, paralegals, county clerks and recorders, and students. New informational materials were created and provided to County Law Libraries and courts upon request for distribution to pro per patrons. The biggest cause for celebration in 2023 was CALDAs involvement in the passage of AB-690 which extends the sunset clause of the code that governs Legal Document Assistants until 2030. false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 3 0 0 false false false false false false false false X 14 14 false false false false true true false true true false true true true true true true false false false false false X Catherine M Herzog 4089739004 PO Box 2582 Granite Bay CA 957462751 X Jeannie Bruins Director 1.00 0.00 X 0 0 0 Rhonda Harrigan Director 1.00 0.00 X 0 0 0 Kymberly Lewis Director 1.00 0.00 X 0 0 0 Otis Gladney Director 1.00 0.00 X 0 0 0 Chester A Ruiz Director 1.00 0.00 X 0 0 0 Colleen Marie Director 1.00 0.00 X 0 0 0 Helen Bellamy Director 1.00 0.00 X 0 0 0 Loretta Szudy Director 1.00 0.00 X 0 0 0 Bronwyn Galloway Director 1.00 0.00 X 0 0 0 Nancy Newlin Director & Past President 1.00 0.00 X X 0 0 0 Catherine M Herzog Director & Treasurer 1.00 0.00 X X 0 0 0 Jenny Barei Director & Secretary 1.00 0.00 X X 0 0 0 Elizabeth Olivera Director & Vice President 1.00 0.00 X X 0 0 0 Robert Van Steen Director & President 1.00 0.00 X X 0 0 0 0 0 0 0 false false false 146730 146730 Annual conference 900099 28285 28285 Professional seminars 900099 24765 24765 Certifications 900099 21735 21735 74785 740 740 4805 4424 381 381 222636 75166 0 740 X 80500 1800 26500 11200 57757 1247 Bank charges and fees 7654 7654 186658 0 0 0 196216 139403 92791 2312 2312 198528 234506 0 0 X 198528 234506 198528 234506 198528 234506 35978 0 X false false false false false Members or stockholder classes and rights Part VI line 6 CALDA has one class of members. Members elect the directors and officers and have no other governance rights. Member election for additional members Part VI line 7a CALDA has one class of members. Members elect the directors and officers and have no other governance rights. Form 990 governing body review Part VI line 11 The Form 990 is prepared by a tax consultancy with oversight from CALDA management. The President and the Treasurer review the draft prior to circulating the Form 990 to all members of the Board. Conflict of interest policy compliance Part VI line 12c CALDA Board members and officers are required to disclose any actual or potential conflicts of interest as they arise, and certify annually that any actual or potential conflicts of interest have been disclosed. Governing documents etc available to public Part VI line 19 CALDAs bylaws are available to the public at www.calda.org under the Our Board tab along with its Code of Ethical Standards. Explanation of other changes in net assets or fund balances Part XI line 9 Inventory/COGS adjustment, -4,424 List of other fees for services expenses Part IX line 11g Instructor expense, Certified Estate Planner course.