California Association Of Legal Document Assistants

Granite Bay, CA
Tax-exempt since June 1992
EIN: 94-3117301

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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

$253k (2024)

Expenses

$259k (2024)

Total Assets

$228k (2024)

Total Liabilities

$0 (2024)

Years with multiple filings

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

$253,177

Expenses

$259,363

Net Income

-$6,186

Net Assets

$228,320

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$160,895	63.6%
Program Services	$89,985	35.5%
Investment Income	$1,753	0.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	-$1,716
Other Revenue	$2,260	0.9%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$228,320
Total Liabilities	$0
Net Assets	$228,320

Compensation

Key Employees and Officers	Compensation	Related	Other
Loretta Szudy (Director & Secretary)	$0	$0	$0
Helen Bellamy (Director)	$0	$0	$0
Colleen Marie (Director)	$0	$0	$0
Catherine M Herzog (Director & Treasurer)	$0	$0	$0
Robert Van Steen (Director & President)	$0	$0	$0
Jenni Barei (Director & Vice President)	$0	$0	$0
Jennifer Hughes (Director)	$0	$0	$0
Chester A Ruiz (Director)	$0	$0	$0
Otis Gladney (Director)	$0	$0	$0
Jeannie Bruins (Director)	$0	$0	$0
Rhonda Harrigan (Director)	$0	$0	$0
David Munoz (Director)	$0	$0	$0
Tammara Brown (Director)	$0	$0	$0

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990

Filed on Oct. 17, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$222,636

Expenses

$186,658

Net Income

$35,978

Net Assets

$234,506

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$146,730	65.9%
Program Services	$74,785	33.6%
Investment Income	$740	0.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$381	0.2%
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$234,506
Total Liabilities	$0
Net Assets	$234,506

Compensation

Key Employees and Officers	Compensation	Related	Other
Jeannie Bruins (Director)	$0	$0	$0
Rhonda Harrigan (Director)	$0	$0	$0
Kymberly Lewis (Director)	$0	$0	$0
Otis Gladney (Director)	$0	$0	$0
Chester A Ruiz (Director)	$0	$0	$0
Colleen Marie (Director)	$0	$0	$0
Helen Bellamy (Director)	$0	$0	$0
Loretta Szudy (Director)	$0	$0	$0
Bronwyn Galloway (Director)	$0	$0	$0
Nancy Newlin (Director & Past President)	$0	$0	$0
Catherine M Herzog (Director & Treasurer)	$0	$0	$0
Jenny Barei (Director & Secretary)	$0	$0	$0
Elizabeth Olivera (Director & Vice President)	$0	$0	$0
Robert Van Steen (Director & President)	$0	$0	$0

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990

Filed on Nov. 4, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$206,969

Expenses

$163,183

Net Income

$43,786

Net Assets

$198,528

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$129,845	62.7%
Program Services	$77,060	37.2%
Investment Income	$64	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$198,528
Total Liabilities	$0
Net Assets	$198,528

Compensation

Key Employees and Officers	Compensation	Related	Other
Chester A Ruiz (Director)	$0	$0	$0
Loretta Szudy (Director)	$0	$0	$0
Michelle Dejohnette (Director)	$0	$0	$0
Kymberly Lewis (Director)	$0	$0	$0
Otis Gladney (Director)	$0	$0	$0
Helen Bellamy (Director)	$0	$0	$0
Fabiola Garcia (Director)	$0	$0	$0
Colleen Marie (Director)	$0	$0	$0
Debra Hollis (Director)	$0	$0	$0
Catherine M Herzog (Director & Treasurer)	$0	$0	$0
Jenny Barei (Director & Secretary)	$0	$0	$0
Elizabeth Olivera (Director & Vice President)	$0	$0	$0
Robert Van Steen (Director & President)	$0	$0	$0

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990

Filed on May 29, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$162,251

Expenses

$96,742

Net Income

$65,509

Net Assets

$154,741

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$39,030	24.1%
Investment Income	$61	0.0%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$154,741
Total Liabilities	$0
Net Assets	$154,741

Compensation

Key Employees and Officers	Compensation	Other
Jenny Barei (Director & Secretary)	$0	$0
Jeri Blatt (Director)	$0	$0
Debra Hollis (Director)	$0	$0
Colleen Marie (Director)	$0	$0
Nancy Newlin (Director)	$0	$0
Catherine M Herzog (Director & Treasurer)	$0	$0
Loretta Szudy (Director)	$0	$0
Robert Van Steen (Director & President)	$0	$0
Jim Wilroy (Director & Vice President)	$0	$0

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990-EZ

Filed on Oct. 27, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$137,255

Expenses

$107,728

Net Income

$29,527

Net Assets

$76,603

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,000	0.7%
Program Services	$34,370	25.0%
Investment Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$85,463
Total Liabilities	$8,860
Net Assets	$76,603

Compensation

Key Employees and Officers	Compensation	Other
Jenny Barei (Director & Secretary)	$0	$0
Jeri Blatt (Director)	$0	$0
Lisa Castillo (Director)	$0	$0
Catherine Herzog (Director)	$0	$0
Debra Hollis (Director)	$0	$0
Joshua Lee (Director)	$0	$0
Carol Ludow (Director)	$0	$0
Colleen Marie (Director)	$0	$0
Nancy Newlin (Director)	$0	$0
Carlo Perez (Director)	$0	$0
Sofia Sanchez (Director & Treasurer)	$0	$0
Loretta Szudy (Director)	$0	$0
Jim Wilroy (Director & Vice President)	$0	$0

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990-EZ

Filed on Sept. 2, 2021

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$17,857

Expenses

$53,621

Net Income

-$35,764

Net Assets

$49,387

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$7,783	43.6%
Investment Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$49,387
Total Liabilities	$0
Net Assets	$49,387

Compensation

Key Employees and Officers	Compensation	Other
Carol Ludlow (Director & President)	$0	$0
Ian Duncan (Director & Vice President)	$0	$0
Debbie Hollis (Director & Secretary)	$0	$0
Sofia Sanchez (Director & Treasurer)	$0	$0
Catherine Herzog (Director)	$0	$0
Robert Van Steen (Director)	$0	$0
Elizabeth Olivera (Director)	$0	$0
Jim Wilroy (Director)	$0	$0
Jeri Blatt (Director)	$0	$0
Lisa Castillo (Director)	$0	$0
Dane Gambill (Director)	$0	$0
Michael Mendenhall (Director)	$0	$0

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990-EZ

Filed on Feb. 6, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2019

Revenue

$124,554

Expenses

$105,107

Net Income

$19,447

Net Assets

$85,151

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$49,776	40.0%
Investment Income	$101	0.1%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$3,555	2.9%
Other Revenue	$658	0.5%

Assets/Debt
Total Assets	$85,151
Total Liabilities	$0
Net Assets	$85,151

Compensation

Key Employees and Officers	Compensation	Other
Nancy Newlin (Director & President)	$0	$0
Ian Duncan (Director & Vice President)	$0	$0
Debbie Hollis (Director & Secretary)	$0	$0
Carol Ludlow (Director & Treasurer)	$0	$0
Carol Perez (Director)	$0	$0
Robert Van Steen (Director)	$0	$0
Elizabeth Olivera (Director)	$0	$0
Angela Grijalva (Director)	$0	$0
Jeri Blatt (Director)	$0	$0
Lisa Castillo (Director)	$0	$0
Dane Gambill (Director)	$0	$0

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990-EZ

Filed on Oct. 9, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2018

Revenue

$67,000

Expenses

$68,587

Net Income

-$1,587

Net Assets

$65,704

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$43	0.1%
Net Fundraising	$235	0.4%
Sales of Assets	$0
Net Inventory Sales	$3,542	5.3%
Other Revenue	$0

Assets/Debt
Total Assets	$65,704
Total Liabilities	$0
Net Assets	$65,704

Compensation

Key Employees and Officers	Compensation	Other
Jeri Blatt (Public Relation)	$0	$0
Connie Crockett (Vice President)	$0	$0
Jeannie Bruins (Secretary)	$0	$0
Carol Ludlow (Treasurer)	$0	$0
Cindy Elwell (Membership)	$0	$0
Nancy Newlin (President)	$0	$0
Carlo Perez (Education Chair)	$0	$0
Debra Hollis (Prof Stds Chair)	$0	$0
Phuong Luong (Public Relation)	$0	$0
Rob Vansteen (Events Chair)	$0	$0
Jim Wilroy (Legislation Ch)	$0	$0
Angela Grijalva (Newsletter)	$0	$0

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990-EZ

Filed on Nov. 6, 2018

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

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Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2017

Revenue

$66,955

Expenses

$68,279

Net Income

-$1,324

Net Assets

$67,291

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$27	0.0%
Net Fundraising	-$768
Sales of Assets	$0
Net Inventory Sales	$3,516	5.3%
Other Revenue	$0

Assets/Debt
Total Assets	$67,291
Total Liabilities	$0
Net Assets	$67,291

990-EZ

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

PDF

Fiscal Year Ending Sept.
2016

Revenue

$74,258

Expenses

$51,760

Net Income

$22,498

Net Assets

$68,615

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$43	0.1%
Net Fundraising	$14,442	19.4%
Sales of Assets	$0
Net Inventory Sales	$388	0.5%
Other Revenue	$0

Assets/Debt
Total Assets	$69,365
Total Liabilities	$750
Net Assets	$68,615

990-EZ

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

PDF

Fiscal Year Ending Sept.
2015

Revenue

$49,035

Expenses

$41,386

Net Income

$7,649

Net Assets

$46,117

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$27	0.1%
Net Fundraising	$6,920	14.1%
Sales of Assets	$0
Net Inventory Sales	$284	0.6%
Other Revenue	$0

Assets/Debt
Total Assets	$46,117
Total Liabilities	$0
Net Assets	$46,117

990-EZ

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

PDF

Fiscal Year Ending Sept.
2014

Revenue

$41,615

Expenses

$31,252

Net Income

$10,363

Net Assets

$38,468

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$4	0.0%
Net Fundraising	$121	0.3%
Sales of Assets	$0
Net Inventory Sales	$1,136	2.7%
Other Revenue	$0

Assets/Debt
Total Assets	$38,468
Total Liabilities	$0
Net Assets	$38,468

990-EZ

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

PDF

Fiscal Year Ending Sept.
2013

Revenue

$26,035

Expenses

$33,486

Net Income

-$7,451

Net Assets

$28,105

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$283	1.1%
Program Services	$0
Investment Income	$10	0.0%
Net Fundraising	-$7,781
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$28,105
Total Liabilities	$0
Net Assets	$28,105

990-EZ

Filed on Jan. 31, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2012

Revenue

$33,502

Expenses

$31,714

Net Income

$1,788

Net Assets

$35,556

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$250	0.7%
Program Services	$0
Investment Income	$0
Net Fundraising	$1,832	5.5%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$35,556
Total Liabilities	$0
Net Assets	$35,556

990-EZ

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

PDF

Fiscal Year Ending Sept.
2011

Revenue

$37,074

Expenses

$23,985

Net Income

$13,089

Net Assets

$33,768

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$365	1.0%
Program Services	$0
Investment Income	$0
Net Fundraising	$8,047	21.7%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$33,768
Total Liabilities	$0
Net Assets	$33,768

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

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Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated January 26, 2026

California Association Of Legal Document Assistants

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $253k (2024)

Expenses $259k (2024)

Total Assets $228k (2024)

Total Liabilities $0 (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 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending Sept. 2018

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending Sept. 2017

Extracted Financial Data

Extracted Financial Data from 990-EZ

Document Links

990-EZ

Fiscal Year Ending Sept. 2016

Extracted Financial Data

Extracted Financial Data from 990-EZ

Document Links

990-EZ

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from 990-EZ

Document Links

990-EZ

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from 990-EZ

Document Links

990-EZ

Fiscal Year Ending Sept. 2013

Extracted Financial Data

Extracted Financial Data from 990-EZ

Revenue

$253k (2024)

Expenses

$259k (2024)

Total Assets

$228k (2024)

Total Liabilities

$0 (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 Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2006

Fiscal Year Ending Sept.
2005

Fiscal Year Ending March
2005