NEW YORK STATE BAR ASSOCIATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- NEW YORK STATE BAR ASSOCIATION (EIN 14-0923640)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-04
- IRS object ID
- 202331249349301033
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-04T11:04:59-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141442607 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BST & CO CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 BRITISH AMERICAN BLVD | AddressLine1Txt |
| City | LATHAM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 140923640 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW YORK STATE BAR ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEWY | BusinessNameControlTxt |
| Phone | 5184633200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ELK STREET | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12207 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOMENICK NAPOLETANO ESQ | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5184633200 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DOMENICK | PersonFirstNm |
| Person Last | NAPOLETANO ESQ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUDY A CAHEE | PreparerPersonNm |
| PTIN | P00281935 | PTIN |
| Phone | 5184596700 | PhoneNum |
| Preparation | 2023-05-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SHERRY LEVIN WALLACH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ELK STREET | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $28,644,708 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | HTTPS://NYSBA.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1877 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO CULTIVATE THE SCIENCE OF JURISPRUDENCE... (SEE PAGE 2, PART III, LINE 1 FOR COMPLETE MISSION) | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 91 | TotalEmployeeCnt |
| Total Volunteers | 27 | TotalVolunteersCnt |
| Total Gross UBI | $274,914 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,516,457 | PYContributionsGrantsAmt |
| CY Contributions Grants | $162,724 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $18,367,922 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $18,054,364 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,350,256 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,564,219 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $23,234,635 | PYTotalRevenueAmt |
| CY Total Revenue | $19,781,307 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $81,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $144,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,810,896 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,374,558 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,529,694 | PYOtherExpensesAmt |
| CY Other Expenses | $9,562,627 | CYOtherExpensesAmt |
| PY Total Expenses | $15,422,090 | PYTotalExpensesAmt |
| CY Total Expenses | $18,081,185 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,812,545 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,700,122 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $69,008,454 | TotalAssetsBOYAmt |
| Total Assets EOY | $66,247,700 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $15,911,989 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,306,351 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $53,096,465 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $47,941,349 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE NEW YORK STATE BAR ASSOCIATION WAS CREATED TO CULTIVATE THE SCIENCE OF JURISPRUDENCE, PROMOTE REFORM IN THE LAW, FACILITATE THE ADMINISTRATION OF JUSTICE, AND ELEVATE THE STANDARD OF INTEGRITY, HONOR, PROFESSIONAL SKILL, AND COURTESY IN THE LEGAL PROFESSION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | ASSOCIATION EDUCATIONAL PROGRAMS: THE ASSOCIATION SPONSORS HUNDREDS OF CONTINUING LEGAL EDUCATION (CLE) PROGRAMS AND SEMINARS THROUGHOUT THE YEAR WHICH ARE AVAILABLE TO BOTH MEMBERS AND THE PUBLIC. CLE PROGRAMS, WHICH ARE HELD AT FACILITIES ACROSS THE STATE, PROVIDE ATTENDEES WITH SPECIFIC KNOWLEDGE AND TRAINING IN SUBJECT AREAS UTILIZED BY ATTORNEYS WORKING IN EDUCATION, THE PUBLIC SECTOR, THE CORPORATE ENVIRONMENT, AND IN PRIVATE PRACTICE. CLE PROGRAMS INCLUDE VARIOUS PUBLICATIONS, ONLINE PROGRAMS, LIVE PROGRAMS, TELECONFERENCES, RECORDED PROGRAMS, WEBINARS, AND WEBCASTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ASSOCIATION PROGRAMS: THE ASSOCIATION'S OTHER PROGRAM SERVICES INCULDE SPECIALIZED PROGRAMS IN GOVERNMENTAL RELATIONS, LAWYER ASSISTANCE, LAWYER REFERRAL AND INFORMATION SERVICES, PRACTICE MANAGEMENT SERVICES, AND PROGRAMS TO SUPPORT ATTORNEYS IN PRO-BONO WORK, THE LOCAL BAR ASSOCIATION, AND IN THE AREA OF LAW, YOUTH AND CITIZENSHIP. THE ASSOCIATION ALSO PUBLISHES THE NYSBA JOURNAL, THE STATE BAR NEWS, AND OTHER PUBLICATIONS WITH SUBSTANTIVE ARTICLES ON TIMELY LEGAL TOPICS, LEGISLATIVE ACTIONS, AND PUBLIC POLICY ISSUES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSOCIATION SECTIONS AND COMMITTEES: THE ASSOCIATION SPONSORS AND SUPPORTS VARIOUS MEMBERSHIP SECTIONS AND COMMITTEES WHICH ARE INTENDED TO ENHANCE CAREER ADVANCEMENT OPPORTUNITIES FOR ASSOCIATION MEMBERS AND FURTHER THE ASSOCIATION'S MISSION. SECTIONS INCLUDE ANTITRUST, BUSINESS LAW, LITIGATION, FAMILY LAW, INTERNATIONAL, ELDER LAW, ENVIRONMENTAL LAW, CRIMINAL JUSTICE, INTELLECTUAL PROPERTY, LABOR AND EMPLOYMENT LAW, MUNICIPAL LAW, REAL PROPERTY LAW, TAX, TRUSTS AND ESTATES, AND OTHER SECTIONS. COMMITTEES INCLUDE VARIOUS SUBJECT AREAS OF INTEREST TO MEMBERS, INCLUDING SPECIAL COMMITTEES AND TASK FORCES WITH DEFINED TASKS AND GOALS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 104 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 91 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTIN M O'BRIEN CPA | PersonNm |
| Phone | 5184875510 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ELK STREET | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| T ANDREW BROWN ESQ | |||||||||
| IMMEDIATE PAST PRESIDENT | 4.00 | Yes (X) | $48,126 | $0 | $0 | ||||
| SHERRY LEVIN WALLACH ESQ | |||||||||
| PRESIDENT | 20.00 | Yes (X) | $63,565 | $0 | $0 | Yes (X) | |||
| TAA R GRAYS ESQ | |||||||||
| SECRETARY | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| DOMENICK NAPOLETANO ESQ | |||||||||
| TREASURER | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| MICHAEL J MCNAMARA ESQ | |||||||||
| VP 1ST DISTRICT | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| DIANA S SEN ESQ | |||||||||
| VP 1ST DISTRICT | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAULINE YEUNG-HA ESQ | |||||||||
| VP 2ND DISTRICT | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| ELENA DEFIO KEAN ESQ | |||||||||
| VP 3RD DISTRICT | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| NANCY SCIOCCHETTI ESQ | |||||||||
| VP 4TH DISTRICT | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| HON JAMES P MURPHY | |||||||||
| VP 5TH DISTRICT | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD C LEWIS ESQ | |||||||||
| PRESIDENT-ELECT | 4.00 | Yes (X) | $18,750 | $0 | $0 | Yes (X) | |||
| MARK J MORETTI ESQ | |||||||||
| VP 7TH DISTRICT | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| KATHLEEN MARIE SWEET ESQ | |||||||||
| VP 8TH DISTRICT | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| HON ADAM SEIDEN | |||||||||
| VP 9TH DISTRICT | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL A MARKOWITZ ESQ | |||||||||
| VP 10TH DISTRICT | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID LOUIS COHEN ESQ | |||||||||
| VP 11TH DISTRICT | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL A MARINACCIO ESQ | |||||||||
| VP 12TH DISTRICT | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| ORIN J COHEN ESQ | |||||||||
| VP 13TH DISTRICT | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| GREGORY K ARENSON ESQ | |||||||||
| MEMBER-AT-LARGE | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| LAUREN E SHARKEY ESQ | |||||||||
| MEMBER-AT-LARGE | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| SIMEON H BAUM ESQ | |||||||||
| MEMBER-AT-LARGE | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| VIOLET E SAMUELS ESQ RN | |||||||||
| MEMBER-AT-LARGE | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| SARAH E GOLD ESQ | |||||||||
| MEMBER-AT-LARGE | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| LAMARR J JACKSON ESQ | |||||||||
| MEMBER-AT-LARGE | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTOPHER R RIANO ESQ | |||||||||
| MEMBER-AT-LARGE | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| RONALD C MINKOFF ESQ | |||||||||
| MEMBER-AT-LARGE | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS J MARONEY ESQ | |||||||||
| MEMBER-AT-LARGE | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| MIRNA M SANTIAGO ESQ | |||||||||
| MEMBER-AT-LARGE | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| KAYLIN L WHITTINGHAM ESQ | |||||||||
| MEMBER-AT-LARGE | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL R MAY ESQ | |||||||||
| VICE-PRESIDENT, SIXTH DISTRICT | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAMELA MCDEVITT ESQ | |||||||||
| EXECUTIVE DIRECTOR | 40.00 | $357,097 | $0 | $35,444 | Yes (X) | 2.00 | |||
| PAULA DOYLE | |||||||||
| SENIOR DIRECTOR - HR | 35.00 | $169,989 | $0 | $39,711 | Yes (X) | ||||
| KRISTIN M O'BRIEN | |||||||||
| SENIOR DIRECTOR - FINANCE | 35.00 | $158,121 | $0 | $39,347 | Yes (X) | ||||
| KATHLEEN M BAXTER | |||||||||
| GENERAL COUNSEL | 35.00 | $158,516 | $0 | $39,371 | Yes (X) | ||||
| DAVID P MIRANDA ESQ | |||||||||
| GENERAL COUNSEL | 35.00 | $195,672 | $0 | $14,231 | Yes (X) | ||||
| KATHERINE SUCHOCKI | |||||||||
| SENIOR DIRECTOR - CLE | 35.00 | $146,370 | $0 | $11,593 | Yes (X) | ||||
| GERARD MCAVEY | |||||||||
| DIRECTOR OF MARKETING | 35.00 | $147,500 | $0 | $27,316 | Yes (X) | ||||
| SUSAN DESANTIS | |||||||||
| CHIEF COMMUNICATIONS STRAT | 35.00 | $133,550 | $0 | $27,316 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,597,256 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $234,329 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FONTEVA LLC | |||||
| PO BOX 936929 | ATLANTA | GA | 31193 | APP DEVELOPMENT | $441,829 |
| LOEB & LOEB LLP | |||||
| 345 PARK AVENUE | NEW YORK | NY | 10154 | LEGAL SERVICES | $299,944 |
| MARATHON STRATEGIES LLC | |||||
| 38 EAST 29TH STREET 4TH FLOOR | NEW YORK | NY | 10016 | PUBLIC RELATIONS | $195,894 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $162,724 | RelatedOrganizationsAmt |
| Total Contributions | $162,724 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 541900 | $10,172,131 | $10,172,131 |
| ADMIN FEES/ROYALTIES | 525990 | $2,310,597 | $2,310,597 |
| CONTINUING EDUCATION | 611600 | $2,291,576 | $2,291,576 |
| BOOKS/PUBLICATIONS | 541900 | $1,161,298 | $1,161,298 |
| SECTION PROGRAMS | 812900 | $826,895 | $826,895 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,291,867 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,016,953 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $274,914 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $18,054,364 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,891,670 | TotalRevenueColumnAmt |
| Exclusion | $1,891,670 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,423,950 | SecuritiesAmt |
| Other | $112,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,402,016 | SecuritiesAmt |
| Other | $461,385 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,934 | SecuritiesAmt |
| Other | -$349,385 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$327,451 | TotalRevenueColumnAmt |
| Exclusion | -$327,451 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,781,307 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,779,450 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $274,914 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,564,219 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,000 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,000 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,825,303 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,896,911 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,922 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $957,461 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $454,961 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,104 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,685,594 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,161 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,416,342 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $602,794 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $420,623 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,072,904 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $595,798 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236,404 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| OTHER EXPENSES | $493,079 |
| EQUIPMENT CONTRACTS | $351,407 |
| BUILDING MAINT/REPAIRS | $131,884 |
| AWARDS | $117,533 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,081,185 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,901,725 | BOYAmt |
| EOY | $5,743,627 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,959,000 | BOYAmt |
| EOY | $5,445,276 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $912,080 | BOYAmt |
| EOY | $989,877 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $664,392 | BOYAmt |
| EOY | $1,754,912 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,235,620 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,976,266 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,306,119 | BOYAmt |
| EOY | $5,259,354 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,265,138 | BOYAmt |
| EOY | $46,903,974 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $150,680 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,008,454 | BOYAmt |
| EOY | $66,247,700 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $861,399 | BOYAmt |
| EOY | $789,640 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,095,477 | BOYAmt |
| EOY | $6,167,778 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,955,113 | BOYAmt |
| EOY | $11,348,933 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,911,989 | BOYAmt |
| EOY | $18,306,351 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,096,465 | BOYAmt |
| EOY | $47,941,349 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,096,465 | BOYAmt |
| EOY | $47,941,349 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,008,454 | BOYAmt |
| EOY | $66,247,700 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,700,122 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$9,172,120 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $2,316,882 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
| Dues Assessments | $10,172,131 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $116,836 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $116,836 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $203,443 | AggregateReportedDuesNtcAmt |
| Taxable | -$86,607 | TaxableAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III-B, LINE 2A | FormAndLineReferenceDesc |
| Explanation | THE ASSOCIATION'S 2021 LOBBYING EXPENSES, WHICH WERE BUDGETED TO APPROXIMATE 2% OF TOTAL DUES REVENUE, WERE PRINCIPALLY COMPRISED OF AN ALLOCATION OF COMPENSATION AND RELATED BENEFIT COSTS. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $283,250 | OtherCostOrOtherBasisAmt |
| Book Value | $283,250 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,465,320 | OtherCostOrOtherBasisAmt |
| Depreciation | $786,389 | DepreciationAmt |
| Book Value | $3,678,931 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,006,400 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,776,946 | DepreciationAmt |
| Book Value | $1,229,454 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,480,650 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,412,931 | DepreciationAmt |
| Book Value | $67,719 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,259,354 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED PENSION OBLIGATIONS | $303,263 |
| ACCRUED POSTRETIREMENT BENEFITS | $6,214,759 |
| OTHER DEFERRED AND UNEARNED ITEMS | $1,094,175 |
| LEASE LIABILITIES | $150,795 |
| DUE TO RELATED PARTY | $3,585,941 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $11,348,933 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,821,083 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$9,172,120 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $460,000 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$8,712,120 | RevenueNotReportedAmt |
| Revenue Subtotal | $19,533,203 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $248,104 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $248,104 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $19,781,307 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $18,293,081 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $460,000 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $460,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $17,833,081 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $248,104 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $248,104 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $18,081,185 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | WHEN INCOME TAX RETURNS ARE FILED, SOME TAX POSITIONS TAKEN ARE HIGHLY CERTAIN TO BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHER TAX POSITIONS ARE SUBJECT TO UNCERTAINTY ABOUT THE TECHNICAL MERITS OF THE POSITION OR THE AMOUNT OF THE POSITION'S TAX BENEFIT THAT WOULD BE ULTIMATELY SUSTAINED. THE PORTION OF THE BENEFITS ASSOCIATED WITH THE TAX POSITIONS TAKEN THAT EXCEEDS THE AMOUNT MEASURED AS PREVIOUSLY DESCRIBED IS REFLECTED AS A LIABILITY FOR UNRECOGNIZED TAX BENEFITS IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION AND INCLUDES, WHERE APPLICABLE, ACCRUED INTEREST AND/OR PENALTIES ATTRIBUTABLE TO THE UNRECOGNIZED TAX BENEFITS. THE ASSOCIATION RECOGNIZES THE TAX BENEFITS FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE-LIKELY-THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT HAS CONCLUDED THAT THE ASSOCIATION HAS NOT TAKEN ANY MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT IN ITS FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICE ACTIVITIES SEE PAGE 2, LINE 4C | SPRING MEETING OF THE ASSOCIATION'S INTERNATIONAL SECTION (REVENUE OF $76,476) | $130,754 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICE ACTIVITIES SEE PAGE 2, LINE 4C | FALL MEETING OF THE ASSOCIATION'S INTERNATIONAL SECTION (REVENUE OF $160,330) | $148,939 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $279,693 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $279,693 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| PART 1, LINE 3 | THE ASSOCIATION'S ACTIVITIES OUTSIDE THE UNITED STATES WERE LIMITED TO MEETINGS OF THE ASSOCIATION'S INTERNATIONAL SECTION AND OTHER SECTIONS. NO GRANTMAKING, FUNDRAISING OR OTHER BUSINESS ACTIVITIES WERE CONDUCTED OUTSIDE THE UNITED STATES. THE ASSOCIATION HAS NO OFFICES AND NO EMPLOYEES OUTSIDE THE UNITED STATES. EXPENDITURES PRESENTED ON PART I, LINE 3(F) PRINCIPALLY REFLECT TOTAL MEETING COSTS. GENERALLY, SECTION MEMBERS (OR THEIR EMPLOYERS) PAY A REGISTRATION FEE FOR ASSOCIATION MEETINGS WHICH COVERS SUBSTANTIALLY ALL FACILITY AND PROGRAM RELATED COSTS, THE ASSOCIATION ALSO RECORDS, AT TIMES, REVENUE FROM CORPORATE AND OTHER SPONSORSHIPS AT ITS SECTION MEETINGS |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NEW YORK BAR FOUNDATION (SEE SCHEDULE R) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ELK STREET | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 146029915 | RecipientEIN |
| IRC Section | 3 | IRCSectionDesc |
| Cash Grant | $124,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | VARIOUS PROGRAM RELATED ASSOCIATION SECTION GRANTS. | PurposeOfGrantTxt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| ENVIRONMENTAL AND ENERGY LAW SECTION DIVERSITY AND INCLUSION SCHOLARSHIPS | 2 | $15,000 |
| ELDER LAW & SPECIAL NEEDS SECTION LEGAL ASSISTANCE SCHOLARSHIPS | 2 | $5,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ASSOCIATION MAINTAINS DETAILED RECORDS AND OTHER DOCUMENTATION IN SUPPORT OF PROGRAM GRANT AWARDS AND RELATED FUNDING. THESE RECORDS INCLUDE SUPPORT OF THE SELECTION CRITERIA, THE AMOUNT OF THE AWARD, AND THE MONITORING OF PROGRAM RESULTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PAMELA MCDEVITT ESQ | ||||||||||||||
| EXECUTIVE DIRECTOR | $357,097 | $0 | $0 | $0 | $0 | $0 | $18,300 | $0 | $17,144 | $0 | $392,541 | $0 | $0 | $0 |
| DAVID P MIRANDA ESQ | ||||||||||||||
| GENERAL COUNSEL | $195,672 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $14,231 | $0 | $209,903 | $0 | $0 | $0 |
| PAULA DOYLE | ||||||||||||||
| SENIOR DIRECTOR - HR | $169,989 | $0 | $0 | $0 | $0 | $0 | $10,199 | $0 | $29,512 | $0 | $209,700 | $0 | $0 | $0 |
| KATHLEEN M BAXTER | ||||||||||||||
| GENERAL COUNSEL | $158,516 | $0 | $0 | $0 | $0 | $0 | $9,511 | $0 | $29,860 | $0 | $197,887 | $0 | $0 | $0 |
| KRISTIN M O'BRIEN | ||||||||||||||
| SENIOR DIRECTOR - FINANCE | $158,121 | $0 | $0 | $0 | $0 | $0 | $9,487 | $0 | $29,860 | $0 | $197,468 | $0 | $0 | $0 |
| GERARD MCAVEY | ||||||||||||||
| DIRECTOR OF MARKETING | $147,500 | $0 | $0 | $0 | $0 | $0 | $8,013 | $0 | $19,303 | $0 | $174,816 | $0 | $0 | $0 |
| SUSAN DESANTIS | ||||||||||||||
| CHIEF COMMUNICATIONS STRAT | $133,550 | $0 | $0 | $0 | $0 | $0 | $8,013 | $0 | $19,303 | $0 | $160,866 | $0 | $0 | $0 |
| KATHERINE SUCHOCKI | ||||||||||||||
| SENIOR DIRECTOR - CLE | $146,370 | $0 | $0 | $0 | $0 | $0 | $8,782 | $0 | $2,811 | $0 | $157,963 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE ASSOCIATION'S WRITTEN TRAVEL AND EXPENSE POLICIES FOR THE PRESIDENT, PRESIDENT-ELECT, AND EXECUTIVE DIRECTOR PROVIDE FOR CERTAIN ADDITIONAL REIMBURSEMENTS IN RECOGNITION OF THESE INDIVIDUALS' SIGNIFICANT TRAVEL REQUIREMENTS WHILE INVOLVED IN ASSOCIATION MATTERS. WITH RESPECT TO FIRST CLASS TRAVEL, THESE INDIVIDUALS ARE ENTITLED TO SUCH UPGRADES, BUT ONLY IF THE FLIGHT EXCEEDS 3 HOURS, AND BUSINESS CLASS TRAVEL IS NOT OTHERWISE AVAILABLE. WITH RESPECT TO TRAVEL FOR COMPANIONS, THE ASSOCIATION'S POLICIES ALLOW REIMBURSEMENT FOR CERTAIN SPOUSAL TRAVEL, BUT SUCH REIMBURSEMENT IS LIMITED TO THE PRESIDENT, PRESIDENT-ELECT, AND EXECUTIVE DIRECTOR. WITH RESPECT TO REPORTABLE COMPENSATION, THE GENERAL POLICY OF THE ASSOCIATION IS NOT TO COMPENSATE OFFICERS OR DIRECTORS FOR THEIR ASSOCIATION RELATED WORK EFFORTS. HOWEVER, DURING THEIR TENURE, THE PRESIDENT AND PRESIDENT-ELECT, IN ADDITION TO EXTENSIVE TRAVEL ON BEHALF OF THE ASSOCIATION, HAVE CONSIDERABLE WORK RESPONSIBILITIES RELATED TO THEIR RESPECTIVE OFFICES. THIS COMMITMENT OF TIME AND EFFORT SIGNIFICANTLY REDUCES THEIR ABILITY TO ENGAGE IN THE NORMAL PRACTICE OF LAW. THE EXTENT OF THEIR ASSOCIATION WORK HAS A SIMILAR IMPACT ON THEIR IMMEDIATE SUPPORT STAFF, REGARDLESS OF THE PRACTICE SETTING. THIS COMMITMENT OF TIME BY THE PRESIDENT AND PRESIDENT-ELECT HAS SIGNIFICANT NEGATIVE FINANCIAL IMPLICATIONS TO THEIR PRACTICE. TO AMELIORATE A PORTION OF THE FINANCIAL IMPACT OF SERVING AS PRESIDENT AND PRESIDENT-ELECT, AND TO HELP ENSURE THAT IN THE FUTURE THESE OFFICES REMAIN ATTAINABLE FOR SMALL FIRM PRACTICIONERS, IN ACCORDANCE WITH THE ASSOCIATION'S BY-LAWS, THE PRESIDENT AND PRESIDENT-ELECT ARE ELLIGIBLE FOR AN ANNUAL NON-EMPLOYEE STIPEND OF $75,000 AND $37,500, RESPECTIVELY DURING THEIR TERMS IN OFFICE. AS DISCLOSED UNDER PART VII OF FORM 990, THE TOTAL AMOUNT PAID UNDER THIS POLICY AMOUNTED TO $130,441 DURING 2022. (THESE STIPENDS ARE REPORTED UNDER BOTH FORM 990, SCHEDULE J AND UNDER FORM 990, PART IX, LINE 5.) | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI | NO KEY EMPLOYEE OR HIGHLY COMPENSATED EMPLOYEES ARE RELATED TO EACH OTHER THROUGH FAMILY OR BUSINESS RELATIONSHIPS. HOWEVER, CERTAIN MEMBERS OF THE ASSOCIATION'S 30 MEMBER EXECUTIVE COMMITTEE MAY, AT TIMES, SHARE BUSINESS RELATIONSHIPS THROUGH A PARTNERSHIP AFFILIATION WITH VARIOUS LAW FIRMS WITH WHOM THEY ARE EMPLOYED, ARE PARTNERS, OR OTHERWISE AFFILIATED. IN ADDITION, ONE OFFICER OF THE ASSOCIATION ALSO SERVES AS AN UNPAID DIRECTOR OF THE NEW YORK BAR FOUNDATION, A 501(C)(3) ORGANIZATION RELATED TO THE ASSOCIATION (SEE SCHEDULE R). ALSO, IN 2022 TWO DIRECTORS OF THE ASSOCIATION ALSO SERVED ON THE NEW YORK BAR FOUNDATION'S BOARD. THESE RELATIONSHIPS EXIST IN THE NORMAL COURSE, WITHOUT EITHER CONTROL OR ANY DIRECT OR INDIRECT INTEREST ON THE PART OF THESE INDIVIDUALS. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ASSOCIATION HAD APPROXIMATELY 57,100 MEMBERS AS OF DECEMBER 31, 2022. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS OF THE ASSOCIATION ELECT REPRESENTATIVES TO THE 300 MEMBER HOUSE OF DELEGATES. THE ASSOCIATION IS GOVERNED BY A 300 MEMBER HOUSE OF DELEGATES, WHICH IS COMPRISED OF MEMBERS REPRESENTING THE 13 JUDICIAL DISTRICTS OF NEW YORK STATE, AS WELL AS THE ASSOCIATION'S 28 SECTIONS. THE 30 MEMBER EXECUTIVE COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE ASSOCIATION AND, AS SUCH, IS CONSTRUED TO BE ITS GOVERNING BODY FOR FORM 990 REPORTING PURPOSES. |
| FORM 990, PART VI, SECTION A, LINE 7B | CERTAIN GOVERNANCE DECISIONS OF THE ASSOCIATION EXECUTIVE COMMITTEE ARE SUBJECT TO APPROVAL BY THE ASSOCIATION'S MEMBERS AND/OR HOUSE OF DELEGATES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE PREPARER/CPA REVIEWED A COPY OF THE FORM 990 AND ITS RELATED DOCUMENTS WITH THE ASSOCIATION'S FINANCE COMMITTEE PRIOR TO ITS FILING. THE MEMBERS OF THE ASSOCIATION'S EXECUTIVE COMMITTEE WERE ALSO PROVIDED A COPY OF THE FORM 990 DOCUMENTS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ASSOCIATION HAS A FORMAL RECORDS MANAGEMENT POLICY AND FORMAL CONFLICT OF INTEREST AND WHISTLEBLOWER POLICIES. IN ADDITION, THE ASSOCIATION MONITORS AND ENFORCES CONFLICTS OF INTEREST THROUGH PERIODIC CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRES AND A REQUIREMENT FOR CONTINUING DISCLOSURE. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR THE ASSSOCIATION'S KEY EMPLOYEE AND ITS HIGHLY COMPENSATED EMPLOYEES IS REVIEWED AND APPROVED BY THE ASSOCIATION'S FINANCE AND COMPENSATION COMMITTEES, ALL COMPRISED OF INDEPENDENT PERSONS, UTILIZING OBJECTIVE AND SUBJECTIVE EVALUATION FACTORS, INCLUDING CERTAIN COMPARABILITY DATA. BOTH COMMITTEES MAINTAIN CONTEMPORANEOUS MINUTES IN SUPPORT OF SALARY RELATED DELIBERATIONS AND DECISIONS. WITH RESPECT TO THE PAYMENT OF STIPENDS TO CERTAIN OFFICERS (SEE SCHEDULE J, PART III), COMPENSATION LEVELS ARE SET BY THE FINANCE COMMITTEE AND RATIFIED INTO THE ASSSOCIATION'S BY-LAWS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES, FINANCIAL STATEMENTS AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST AND AS MAY BE REQUIRED UNDER APPLICABLE LAW. |
| FORM 990, PARTS V AND VII / SUPPLEMENTAL INFORMATION ON REIMBURSED COSTS | THE ASSOCIATION EMPLOYS TWO INDIVIDUALS WHOSE SALARIES AND RELATED BENEFIT COSTS ARE REIMBURSED BY THE NEW YORK BAR FOUNDATION (A RELATED ORGANIZATION). THESE TRANSACTIONS, WHICH ARE REIMBURSED PURSUANT TO AN AGREEMENT BETWEEN THE ASSOCIATION AND FOUNDATION, ARE REPORTED UNDER SCHEDULE R AS REIMBURSED COSTS OF $405,409 (SALARIES OF $202,970, TOTAL BENEFIT COSTS OF $103,908, AND TOTAL FIXED COSTS OF $98,531). REIMBURSED COSTS ARE CONSTRUED TO BE EXPENSES OF THE FOUNDATION AND, AS SUCH, THESE COSTS ARE NOT REPORTED AS AN EXPENSE ON THE ASSOCIATION'S FINANCIAL STATEMENTS AND FORM 990. |
| FORM 990, PART IX, LINE 11G | FEES FOR SERVICES 2,685,594. |
| FORM 990, PART XI, LINE 9: | PENSION RELATED GAIN 2,316,882. |
| FORM 990, SUPPLEMENTAL INFORMATION | IN AUGUST 2022, THE NEW YORK BAR ASSOCIATION EXECUTED AN AGREEMENT FOR THE PURCHASE OF THE BUILDING LOCATED AT ONE ELK STREET IN ALBANY, NY FROM THE NEW YORK STATE BAR FOUNDATION. THE PAYABLE FROM THE SALE WAS $3,597,109. FURTHER DETAILS ARE REPORTED ON SCHEDULE R. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NEW YORK BAR FOUNDATION (TNYBF) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ELK STREET | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 146029915 | EIN |
| Primary Activities | TO ADVANCE LEGAL RESEARCH AND EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | SEC 170(B)1-A,VI | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | Yes (1) | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SECTION FUNDED GRANTS PAID TO TNYBF | ||
| B | $162,724 | AS APPROVED BY NYSBA |
| TNYBF GRANTS AND PROGRAM SERVICES RECEIVED BY NYSBA | ||
| C | $124,000 | ACTUAL GRANTS RECEIVED |
| TNYBF REIMBIMBURSEMENT OF SALARIES & EXP ADVANCED BY NYSBA | ||
| Q | $405,409 | ACTUAL COSTS |
| PURCHASE OF BUILDING FROM THE NEW YORK STATE BAR FOUNDATION | ||
| H | $3,850,000 | APPRAISED VALUE |
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