San Joaquin County Bar Association

Stockton, CA
Tax-exempt since June 1970
EIN: 94-1480159

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Type of Nonprofit

Designated as a 501(c)(6) Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Revenue

$787k (2024)

Expenses

$715k (2024)

Total Assets

$892k (2024)

Total Liabilities

$211k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$786,989

Expenses

$714,936

Net Income

$72,053

Net Assets

$681,351

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$620,028	78.8%
Investment Income	$6,265	0.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$12,195	1.5%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$148,501	18.9%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$37,826	5.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$340,430	47.6%

Assets/Debt
Total Assets	$892,292
Total Liabilities	$210,941
Net Assets	$681,351

Compensation

Key Employees and Officers	Compensation	Related	Other
Susan M Bartman (Executive Dir.)	$129,135	$0	$0
Melissa Giannecchini (Director)	$0	$0	$0
Sean Geddes (Past President)	$0	$0	$0
Antoinette Duron (Director)	$0	$0	$0
Jeff Silva (Director)	$0	$0	$0
Rebecca Diel (President)	$0	$0	$0
Melissa Dougherty (Secretary)	$0	$0	$0
Lisa Mann (Director)	$0	$0	$0
Monica Souza (Director)	$0	$0	$0
Sherri Lira (Director)	$0	$0	$0
Brian Lafferty (Director)	$0	$0	$0
Denise Pereira (President Elect)	$0	$0	$0
Jannette Rossell (Treasurer)	$0	$0	$0
Patrick Piggott (Director)	$0	$0	$0

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990

Filed on July 16, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$840,135

Expenses

$707,213

Net Income

$132,922

Net Assets

$609,298

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$728,175	86.7%
Investment Income	$856	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$5,969	0.7%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$105,135	12.5%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$122,058	17.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$248,504	35.1%

Assets/Debt
Total Assets	$896,233
Total Liabilities	$286,935
Net Assets	$609,298

Compensation

Key Employees and Officers	Compensation	Related	Other
Susan M Bartman (Executive Dir.)	$122,058	$0	$0
Jonathan E Garzoli (Past President)	$0	$0	$0
Sean Geddes (President)	$0	$0	$0
Antoinette Duron (Director)	$0	$0	$0
Jeff Silva (Director)	$0	$0	$0
Rebecca Diel (President Elect)	$0	$0	$0
Melissa Dougherty (Secretary)	$0	$0	$0
Gabrielle Tetreault (Director)	$0	$0	$0
Sasha Sloup (Director)	$0	$0	$0
Sherri Lira (Director)	$0	$0	$0
Brian Lafferty (Director)	$0	$0	$0
Denise Pereira (Director)	$0	$0	$0
Jannette Rossell (Treasurer)	$0	$0	$0
Patrick Piggott (Director)	$0	$0	$0

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990

Filed on July 23, 2024

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Fiscal Year Ending Dec.
2022

Revenue

$742,574

Expenses

$644,618

Net Income

$97,956

Net Assets

$476,376

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$658,535	88.7%
Investment Income	$308	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$4,670	0.6%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$79,061	10.6%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$98,153	15.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$294,185	45.6%

Assets/Debt
Total Assets	$832,416
Total Liabilities	$356,040
Net Assets	$476,376

Compensation

Key Employees and Officers	Compensation	Related	Other
Susan M Bartman (Executive Dir.)	$98,153	$0	$0
Jonathan E Garzoli (President)	$0	$0	$0
Sean Geddes (President Elect)	$0	$0	$0
Joshua Hunsucker (Director)	$0	$0	$0
Jeff Silva (Director)	$0	$0	$0
Anna Y Maples (Past President)	$0	$0	$0
Melissa Dougherty (Director)	$0	$0	$0
Gabrielle Tetreault (Director)	$0	$0	$0
Sasha Sloup (Director)	$0	$0	$0
Trina Cervantes (Director)	$0	$0	$0
Brian Lafferty (Director)	$0	$0	$0
Denise Pereira (Director)	$0	$0	$0
Jannette Rossell (Treasurer)	$0	$0	$0
Rebecca Diel (Secretary)	$0	$0	$0

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990

Filed on July 20, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$608,454

Expenses

$543,920

Net Income

$64,534

Net Assets

$378,420

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$544,268	89.5%
Investment Income	$2,611	0.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$2,314
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$63,889	10.5%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$98,437	18.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$236,875	43.5%

Assets/Debt
Total Assets	$454,735
Total Liabilities	$76,315
Net Assets	$378,420

Compensation

Key Employees and Officers	Compensation	Related	Other
Susan M Bartman (Executive Dir.)	$4,241	$0	$0
Jonathan E Garzoli (President)	$0	$0	$0
Sean Geddes (President Elect)	$0	$0	$0
Anna Y Maples (Past President)	$0	$0	$0
Jannette Rossell (Treasurer)	$0	$0	$0
Rebecca Diel (Secretary)	$0	$0	$0

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990

Filed on Sept. 16, 2022

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Fiscal Year Ending Dec.
2020

Revenue

$602,996

Expenses

$552,323

Net Income

$50,673

Net Assets

$313,886

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$523,356	86.8%
Investment Income	$425	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$368
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$79,583	13.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$91,071	16.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$252,394	45.7%

Assets/Debt
Total Assets	$399,933
Total Liabilities	$86,047
Net Assets	$313,886

Compensation

Key Employees and Officers	Compensation	Related	Other
Robert Oaks (Executive Dir.)	$91,071	$0	$0
Anna Maples (President)	$0	$0	$0
Jonathan Garzoli (President Elect)	$0	$0	$0
Armanda Villapudua (Imm. Past Pres.)	$0	$0	$0
Trina Cervantes (Treasurer)	$0	$0	$0
Rebecca Diel (Secretary)	$0	$0	$0

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990

Filed on Aug. 31, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$645,337

Expenses

$542,483

Net Income

$102,854

Net Assets

$300,961

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$582,374	90.2%
Investment Income	$506	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$39	0.0%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$62,418	9.7%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$98,594	18.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$251,738	46.4%

Assets/Debt
Total Assets	$342,527
Total Liabilities	$41,566
Net Assets	$300,961

Compensation

Key Employees and Officers	Compensation	Related	Other
Robert Oakes (Executive Dir.)	$98,594	$0	$0
Armando Villapudua (President)	$0	$0	$0
Anna Maples (President Elect)	$0	$0	$0
Heather Rubino (Imm. Past Pres.)	$0	$0	$0
Spencer Sinclair (Treasurer)	$0	$0	$0
Sean Geddes (Secretary)	$0	$0	$0

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990

Filed on Oct. 22, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$610,599

Expenses

$553,196

Net Income

$57,403

Net Assets

$198,107

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$359	0.1%
Program Services	$578,994	94.8%
Investment Income	$394	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$216
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$31,068	5.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$62,683	11.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$177,790	32.1%

Assets/Debt
Total Assets	$254,746
Total Liabilities	$56,639
Net Assets	$198,107

Compensation

Key Employees and Officers	Compensation	Related	Other
Ralph Womack (Interim E.D.)	$42,670	$0	$0
Rebekah Burr Siegel (Executive Dir.)	$11,551	$0	$0
Robert Oakes (Executive Dir.)	$8,462	$0	$0
Armando Villapudua (Board Member)	$0	$0	$0
Russell Humphrey (Board Member)	$0	$0	$0
Anna Maples (Board Member)	$0	$0	$0
Katie Limas (Board Member)	$0	$0	$0
Leah Gillis (Board Member)	$0	$0	$0
Heather Rubino (President Elect)	$0	$0	$0
Jonathan Garzoli (Secretary)	$0	$0	$0
Gene Eacret (Board Member)	$0	$0	$0
Lance Jacot (Board Member)	$0	$0	$0
Michael Norton (President)	$0	$0	$0
Erin Guy Castillo (Past President)	$0	$0	$0
Adam Grace (Treasurer)	$0	$0	$0
Rebecca Sem (Board Member)	$0	$0	$0

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990

Filed on Nov. 14, 2019

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Fiscal Year Ending Dec.
2017

Revenue

$465,453

Expenses

$524,446

Net Income

-$58,993

Net Assets

$140,704

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$477,934	> 100%
Investment Income	$461	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$22,873
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$9,931	2.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$239,256	45.6%

Assets/Debt
Total Assets	$141,694
Total Liabilities	$990
Net Assets	$140,704

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Revenue

$500,097

Expenses

$545,674

Net Income

-$45,577

Net Assets

$199,697

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$504,173	> 100%
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$4,076
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$70,000	12.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$111,827	20.5%

Assets/Debt
Total Assets	$199,697
Total Liabilities	$0
Net Assets	$199,697

Compensation

Key Employees and Officers	Compensation	Related	Other
Rebekah Burr Siegel (Executive Director)	$70,000	$0	$0
Erin Guy Castillo (President)	$0	$0	$0
James Morris (Past President/Board Membe)	$0	$0	$0
Nelson Bahler (Treasurer)	$0	$0	$0
Russell Humphrey (Board Member)	$0	$0	$0
Lance Jacot (Board Member)	$0	$0	$0
Lisa Miles Fugazi (Board Member)	$0	$0	$0
Zoey Merrill (Board Member)	$0	$0	$0
Cheryl Jacobsen (Secretary)	$0	$0	$0
Mia Brown (Board Member)	$0	$0	$0
Clifford Stevens (Board Member)	$0	$0	$0
Alan Coon (Board Member)	$0	$0	$0
Michael Norton (President Elect)	$0	$0	$0
Heather Rubino (Secretary)	$0	$0	$0

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990

Filed on Oct. 10, 2017

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Fiscal Year Ending Dec.
2015

Revenue

$513,339

Expenses

$513,959

Net Income

-$620

Net Assets

$245,274

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$508,567	99.1%
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$4,772	0.9%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$70,000	13.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$115,248	22.4%

Assets/Debt
Total Assets	$255,521
Total Liabilities	$10,247
Net Assets	$245,274

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$507,340

Expenses

$496,625

Net Income

$10,715

Net Assets

$245,894

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$502,172	99.0%
Investment Income	$83	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$4,992	1.0%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$93	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$68,223	13.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$97,640	19.7%

Assets/Debt
Total Assets	$335,334
Total Liabilities	$89,440
Net Assets	$245,894

Compensation

Key Employees and Officers	Compensation	Related	Other
Rebekah Burr Siegel (Executive Director)	$68,223	$0	$0
Michael Belden (Board Member)	$0	$0	$0
Erin Guy Castillo (Board Member)	$0	$0	$0
Jenny Dennis (Board Member)	$0	$0	$0
James Morris (Board Member)	$0	$0	$0
Clifford Stevens (Board Member)	$0	$0	$0
David Wellenbrock (Board Member)	$0	$0	$0
Alan Jose (Past President/Board Membe)	$0	$0	$0
Mia Brown (Board Member)	$0	$0	$0
Cheryl Jacobsen (Board Member)	$0	$0	$0
Michael Mulvihill (President)	$0	$0	$0
Moses Zapien (President Elect)	$0	$0	$0
Allison Lafferty (Secretary)	$0	$0	$0

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990

Filed on Nov. 16, 2015

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Fiscal Year Ending Dec.
2013

Revenue

$477,703

Expenses

$495,033

Net Income

-$17,330

Net Assets

$235,179

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$470,221	98.4%
Investment Income	$152	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$225	0.0%
Net Fundraising	$4,160	0.9%
Sales of Assets	$0
Net Inventory Sales	$150	0.0%
Other Revenue	$2,795	0.6%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$63,862	12.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$146,869	29.7%

Assets/Debt
Total Assets	$303,009
Total Liabilities	$67,830
Net Assets	$235,179

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$511,700

Expenses

$443,112

Net Income

$68,588

Net Assets

$266,009

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,247	0.2%
Program Services	$488,798	95.5%
Investment Income	$211	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$75	0.0%
Net Fundraising	$9,253	1.8%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$12,116	2.4%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$53,694	12.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$139,458	31.5%

Assets/Debt
Total Assets	$328,074
Total Liabilities	$62,065
Net Assets	$266,009

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$491,841

Expenses

$461,622

Net Income

$30,219

Net Assets

$197,421

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,668	0.3%
Program Services	$481,224	97.8%
Investment Income	$15	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$640	0.1%
Net Fundraising	$5,050	1.0%
Sales of Assets	$0
Net Inventory Sales	$50	0.0%
Other Revenue	$3,194	0.6%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$52,293	11.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$147,528	32.0%

Assets/Debt
Total Assets	$249,306
Total Liabilities	$51,885
Net Assets	$197,421

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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San Joaquin County Bar Association

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $787k (2024)

Expenses $715k (2024)

Total Assets $892k (2024)

Total Liabilities $211k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Revenue

$787k (2024)

Expenses

$715k (2024)

Total Assets

$892k (2024)

Total Liabilities

$211k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004