The Bar Association of San Francisco

Nonprofit profile at a glance

EIN
940304950
IRS 990 coverage
2013–2024
Forms available
Form 990 2024
Location
San Francisco, CA, USA
Phone
4159821600
Rating confidence
Limited

Official website

Reported finances

Revenue
$9,610,908
Expenses
$9,113,160
Assets
$17,135,103
Liabilities
$9,596,263

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

37 people listed

Executive titles in this filing

  • TERESA JOHNSON (PRESIDENT)
  • CHARLES JUNG (PRESIDENT ELECT)
  • SARAH HOFFMAN (BARRISTER'S CLUB PRESIDENT)
  • JOSEPH BLAKE WINSTON IV (BARRISTER'S CLUB PRESIDENT-ELECT)
  • YOLANDA JACKSON (EXECUTIVE DIRECTOR & GENERAL COUNSEL)

Highest reported compensation

  • YOLANDA JACKSON (EXECUTIVE DIRECTOR & GENERAL COUNSEL): $340,765 total reported compensation
  • JULIE TRAUN (DIRECTOR OF COURT PROGRAMS, LRIS): $196,379 total reported compensation
  • STEVEN MACIEL (CFO (THROUGH 11/2024)): $188,222 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The bar association of san francisco champions equal access to justice and promotes humanity, excellence, and diversity in the legal profession. We provide legal services to disadvantaged and underserved individuals in san francisco. We create opportunities for legal service in the community and encourage participation by our members. We advance professional growth and education, and elevate the standards of integrity, honor, and respect in the practice of law. We cultivate diversity and equality in the legal profession, provide a collective voice for public advocacy, and pioneer constructive change in society.

What it reported doing in 2024

General fund: provides information and general services to association members and to san franciscans-at-large, including:- continuing education seminars and other events for members' benefit- alternative dispute resolution programs: mediation, arbitration, and early settlement services- diversity services: programs and events promoting diversity in the legal profession- publications: print and electronic publications available to members and other interested parties- member discounts on a range of goods and services- conference center and meeting room rentals

Operating model

Revenue model
Other-operating. 90% of the money available for current operations came from other operating revenue.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: NotEnoughData
  • Transparency & Controls: 85
  • Accountability: 100
  • Sustainability: 46
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 3 of 6 controls in place; rating input score 50
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Pass
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 5.2%; rating input score 51; 51st percentile among comparable filings
  • Total-asset coverage ratio: 1.88; rating input score 60; 60th percentile among comparable filings
  • Liabilities to assets ratio: 0.56; rating input score 18; 18th percentile among comparable filings
  • Officer compensation ratio: 16.2%; rating input score 17; 17th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 3.2% per year; rating input score 100; 28th percentile among comparable filings
  • Asset growth: 9.4% per year; rating input score 100; 56th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: 28 of 28 board members independent · 9 of 9 filing controls reported
  • Programs: 4 filed program accomplishments
  • Leadership: top reported pay $341K · 37 people listed · 3 of 6 pay-setting controls reported
  • Consistency: 13 of 13 current checks pass
  • Schedules: 7 filed schedules · includes major donors, executive pay, and related organizations
  • Filing history: 11 filing years from 2013 to 2024
  • Contacts: How to reach this organization
  • Money network: 9 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Sustainability: Operating margin scored 51/100.
  • High — Sustainability: Officer compensation ratio scored 17/100.
  • High — Sustainability: Liabilities to assets ratio scored 18/100.