Nonprofit · EIN 94-3117301
CALIFORNIA ASSOCIATION OF LEGAL DOCUMENT ASSISTANTS
Tax-exempt · GRANITE BAY, CA 95746
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $253,177 | $259,363 | -$6,186 | $228,320 | $0 | $228,320 |
| December 31, 2023 | 990 | $222,636 | $186,658 | $35,978 | $234,506 | $0 | $234,506 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $160,895
- Membership dues
- $160,895
- Program service revenue
- $89,985
- Investment income
- $1,753
- Net income from sales of inventory
- -$1,716
- Other revenue
- $544
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $1,635
Balance sheet and other
- Total assets, start of year
- $234,506
- Total assets, end of year
- $228,320
- Total liabilities, end of year
- $0
- Net assets, end of year
- $228,320
- Publicly traded securities
- $2,312
- Gross receipts
- $257,223
- Employees
- 0
- Volunteers
- 13
- Year formed
- 1988
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Loretta Szudy | Director & Secretary Trustee or director, Officer | 1 | $0 |
| Helen Bellamy | Director Trustee or director | 1 | $0 |
| Colleen Marie | Director Trustee or director | 1 | $0 |
| Catherine M Herzog | Director & Treasurer Trustee or director, Officer | 1 | $0 |
| Robert Van Steen | Director & President Trustee or director, Officer | 1 | $0 |
| Jenni Barei | Director & Vice President Trustee or director, Officer | 1 | $0 |
| Jennifer Hughes | Director Trustee or director | 1 | $0 |
| Chester A Ruiz | Director Trustee or director | 1 | $0 |
| Otis Gladney | Director Trustee or director | 1 | $0 |
| Jeannie Bruins | Director Trustee or director | 1 | $0 |
| Rhonda Harrigan | Director Trustee or director | 1 | $0 |
| David Munoz | Director Trustee or director | 1 | $0 |
| Tammara Brown | Director Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jeannie Bruins | Director Trustee or director | 1 | $0 |
| Rhonda Harrigan | Director Trustee or director | 1 | $0 |
| Kymberly Lewis | Director Trustee or director | 1 | $0 |
| Otis Gladney | Director Trustee or director | 1 | $0 |
| Chester A Ruiz | Director Trustee or director | 1 | $0 |
| Colleen Marie | Director Trustee or director | 1 | $0 |
| Helen Bellamy | Director Trustee or director | 1 | $0 |
| Loretta Szudy | Director Trustee or director | 1 | $0 |
| Bronwyn Galloway | Director Trustee or director | 1 | $0 |
| Nancy Newlin | Director & Past President Trustee or director, Officer | 1 | $0 |
| Catherine M Herzog | Director & Treasurer Trustee or director, Officer | 1 | $0 |
| Jenny Barei | Director & Secretary Trustee or director, Officer | 1 | $0 |
| Elizabeth Olivera | Director & Vice President Trustee or director, Officer | 1 | $0 |
| Robert Van Steen | Director & President Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2582, GRANITE BAY, CA 95746-2582
- In care of
- % ROBERT VAN STEEN
- Principal officer (990 for 2024)
- Robert Van Steen, PO Box 2582, Granite Bay, CA 957462751
- Signed the 990
- ROBERT VAN STEEN, Director & President
- Phone
- (408) 973-9004
- Website
- calda.org
- Return prepared by
- Build Advisory
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3117301 or by the name CALIFORNIA ASSOCIATION OF LEGAL DOCUMENT ASSISTANTS.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
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.
Program accomplishments
- CALDA had a remarkable year in 2024, marked with growth, professional development initiatives, and the return of meeting in person for our Annual Conference. Celebrating the 25th anniversary of the law acknowledging LDAs as a California profession, we gathered over 120 LDAs, exhibitors, and speakers for a 3-day conference in San Diego. To keep our membership connected and informed, we also hosted over 70 virtual educational and networking events. Along with a push to provide CALDA branded literature to more county law libraries and courts, in 2024 we brought our message to related professional associations by participating in their annual conferences. Our membership finally passed the 500-member mark and new chapters were instituted in San Diego and Northern California.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 94-3117301
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1992
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $228,320
- Income (IRS master file)
- $257,223
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $253,177 | $259,363 | $228,320 | IRS |
| 990 | December 2023 | $222,636 | $186,658 | $234,506 | XML |
| 990 | December 2022 | $206,969 | $163,183 | $198,528 | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | September 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-3117301).
Questions about CALIFORNIA ASSOCIATION OF LEGAL DOCUMENT ASSISTANTS
- What is the EIN of CALIFORNIA ASSOCIATION OF LEGAL DOCUMENT ASSISTANTS?
- The employer identification number (EIN) of CALIFORNIA ASSOCIATION OF LEGAL DOCUMENT ASSISTANTS is 94-3117301.
- Is CALIFORNIA ASSOCIATION OF LEGAL DOCUMENT ASSISTANTS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1992.
- Are donations to CALIFORNIA ASSOCIATION OF LEGAL DOCUMENT ASSISTANTS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CALIFORNIA ASSOCIATION OF LEGAL DOCUMENT ASSISTANTS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CALIFORNIA ASSOCIATION OF LEGAL DOCUMENT ASSISTANTS due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CALIFORNIA ASSOCIATION OF LEGAL DOCUMENT ASSISTANTS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of CALIFORNIA ASSOCIATION OF LEGAL DOCUMENT ASSISTANTS?
- The 990 for the year ended December 31, 2024 names Robert Van Steen.
- Who are the officers and directors of CALIFORNIA ASSOCIATION OF LEGAL DOCUMENT ASSISTANTS?
- The 990 for the year ended December 31, 2024 lists 13 people; 0 received compensation from the organization.
- How much revenue does CALIFORNIA ASSOCIATION OF LEGAL DOCUMENT ASSISTANTS have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $253,177, expenses of $259,363 and total assets of $228,320 at year end.
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