2025-03-10T16:44:25-05:00 2024-06-30 331756852 COHEN & CO ADVISORY LLC OFFICES LISTED AT WWWCOHENCOCOM OH 44115 990 2023-07-01 273063903 CALIFORNIA ALTERNATIVE INVESTMENTS ASSOCIATION CALI 4153699646 9301 WILSHIRE BLVD 611 BEVERLY HILLS CA 90210 GHUFRAN RIZVI PRESIDENT 4153699646 2025-02-27 1 0 CHAD M SHIELDS P01775546 8002291099 2025-02-27 2023 2025-03-06 01:10:19Z X GHUFRAN RIZVI 9301 WILSHIRE BLVD 611 BEVERLY HILLS CA 90210 282616 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 107673 134404 136053 148212 0 0 0 0 243726 282616 0 0 0 0 0 0 0 0 0 167918 235035 167918 235035 75808 47581 188227 235808 0 0 188227 235808 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 45658 41800 CALALTS HAS BEEN OFFERING INDUSTRY EDUCATIONAL AND NETWORKING EVENTS FEATURING TOPICAL DISCUSSION OF MATTERS INCLUDING REGULATION, BEST PRACTICES, ECONOMIC OUTLOOK, PORTFOLIO CONSTRUCTION, AND RISK MANAGEMENT. DURING THE YEAR CALALTS HOSTED VARIOUS IN PERSON EDUCATIONAL AND NETWORKING EVENTS AND OVER 20 VIRTUAL EVENTS/MEETINGS THAT SUPPORTED MORE THAN 1000 ATTENDEES. 3300 2500 CALALTS CONTINUES TO INVEST IN TECHNOLOGICAL ENHANCEMENTS AND COMMUNICATION TOOLS DESIGNED TO SERVE OUR 4,000 PLUS COMMUNITY INCLUDING BOTH MEMBERS AND NONMEMBERS WITHIN THE ALTERNATIVE INVESTMENT INDUSTRY. CALALTS COMMUNICATES VIA A VARIOUS MONTHLY NEWSLETTERS, SOCIAL MEDIA POSTS WITH EVERYTHING FOCUSED ON PROMOTING THE ORGANIZATION'S MISSION TO THE PUBLIC AND SUPPORT INDUSTRY RELATED EVENT ANNOUNCEMENTS. IN AN EFFORT TO CREATE VARIOUS NETWORKING/EDUCATIONAL OPPORTUNITIES, CALALTS OFFERS IN PERSON AND VIRTUAL EDUCATIONAL AND NETWORKING EVENTS AND SHARES NUMEROUS THOUGHT LEADERSHIP TOPICS THROUGHOUT THE YEAR. 67670 41000 CALALTS CONTINUES TO OFFER FREE MONTHLY EDUCATIONAL WEBINARS AS WELL AS AT LEAST QUARTERLY IN PERSON EVENTS. 62912 62912 116628 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 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 HOWARD NURTHMAN DIRECTOR 2.00 X 0 0 0 DAVID BRADLEY DIRECTOR 2.00 X 0 0 0 LILLY PALMER DIRECTOR 2.00 X 0 0 0 ROBERT KLEIN DIRECTOR 2.00 X 0 0 0 ART ZWICKEL DIRECTOR 2.00 X 0 0 0 JIM BOSWELL 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 ANGELA TY 1ST VICE PRESIDENT 2.00 X 0 0 0 GHUFRAN RIZVI PRESIDENT 2.00 X 0 0 0 0 0 0 0 0 0 0 0 134404 134404 ALTS LA 900099 97663 97663 WINE EVENT INCOME 900099 31800 31800 SPECIAL EVENT INCOME 900099 10000 10000 ALTSSV 900099 6249 6249 EVENT SPONSORSHIPS 900099 2500 2500 148212 282616 148212 0 0 52680 52680 731 731 8745 8745 2869 2869 2663 2663 EVENT EXPENSES 116628 116628 ADMIN 17280 17280 OUTSIDE SERVICES 14445 14445 MERCHANT PROCESSING 10114 10114 8880 8880 235035 116628 118407 0 188227 235808 188227 235808 0 0 X 0 0 0 0 188227 235808 188227 235808 188227 235808 47581 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 $84,405 FOR THE SERVICES FOR THE FISCAL YEAR ENDING JUNE 30, 2024. 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