OHIO STATE BAR ASSOCIATION: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
OHIO STATE BAR ASSOCIATION (EIN 31-4271520)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-02-03
IRS object ID
202000349349300105
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-02-03T08:35:09-06:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN310800053PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLARK SCHAEFER HACKETT & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14449 EASTON WAY SUITE 400AddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43219ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN314271520EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OHIO STATE BAR ASSOCIATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOHIOBusinessNameControlTxt
Phone6144872050PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 16562AddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43216ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARY AMOS AUGSBURGERPersonNm
Person TitleCEOPersonTitleTxt
Phone6144872050PhoneNum
Signature2020-01-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJANE E PFEIFERPreparerPersonNm
PTINP00014949PTIN
Phone6148852208PhoneNum
Preparation2020-01-09PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address74.121.64.228IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-01-09IPDt
IP Tm07:31:59IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id43193D7E285FBB46672E0D2F2EDCC06EAB8A5FE8AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARY AMOS AUGSBURGERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11700 LAKE SHORE DRIVEAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43204ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$21,413,144GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.OHIOBAR.ORGWebsiteAddressTxt
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Formation1880FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionTO PROMOTE JUSTICE AND ADVANCE THE INTERESTS OF THE LEGAL PROFESSION.ActivityOrMissionDesc
Voting Members Governing Body24VotingMembersGoverningBodyCnt
Voting Members Independent24VotingMembersIndependentCnt
Total Employee78TotalEmployeeCnt
Total Volunteers1125TotalVolunteersCnt
Total Gross UBI$112,597TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$49,769PYContributionsGrantsAmt
CY Contributions Grants$143,239CYContributionsGrantsAmt
PY Program Service Revenue$9,238,642PYProgramServiceRevenueAmt
CY Program Service Revenue$8,904,985CYProgramServiceRevenueAmt
PY Investment Income$2,033,591PYInvestmentIncomeAmt
CY Investment Income$1,577,017CYInvestmentIncomeAmt
PY Other Revenue$440,301PYOtherRevenueAmt
CY Other Revenue$417,733CYOtherRevenueAmt
PY Total Revenue$11,762,303PYTotalRevenueAmt
CY Total Revenue$11,042,974CYTotalRevenueAmt
PY Grants And Similar Paid$75,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$148,507CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$4,892,792PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,995,501CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$5,646,728PYOtherExpensesAmt
CY Other Expenses$5,646,631CYOtherExpensesAmt
PY Total Expenses$10,614,520PYTotalExpensesAmt
CY Total Expenses$10,790,639CYTotalExpensesAmt
PY Revenues Less Expenses$1,147,783PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$252,335CYRevenuesLessExpensesAmt
Total Assets BOY$22,991,412TotalAssetsBOYAmt
Total Assets EOY$23,146,425TotalAssetsEOYAmt
Total Liabilities BOY$3,648,536TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,237,268TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$19,342,876NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$19,909,157NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE OHIO STATE BAR ASSOCIATION (THE "ASSOCIATION") IS AN UNINCORPORATED VOLUNTARY NON-PROFIT ORGANIZATION. THE ASSOCIATION WAS FORMED TO PROMOTE JUSTICE AND ADVANCE THE INTERESTS OF THE LEGAL PROFESSION.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescCONTINUING LEGAL EDUCATION: THE OHIO STATE BAR ASSOCIATION (OSBA) PROVIDES LIVE SEMINARS, SELF-STUDY CLE, AND PUBLICATIONS TO OSBA MEMBERS, OHIO LAWYERS AND RELATED PROFESSIONALS. OSBA, THROUGH ITS CONTINUING LEGAL EDUCATION PROGRAM ALSO PRODUCES OVER 115 PROGRAMS ANNUALLY AND ADMINISTERS OVER 300 PRESENTATIONS AROUND THE STATE. THE OSBA ALSO HOLDS ANNUAL MEETINGS IN EACH OF ITS 18 DISTRICTS. VIDEO PROGRAMS ARE ALSO OFFERED TO OVER 35 LOCAL BAR ASSOCIATIONS FOR REPLAYS UTILIZING THEIR MEMBERS AS COMMENTATORS. NEARLY 100 LIVE PRESENTATIONS ARE ALSO VIDEOTAPED FOR FURTHER REPURPOSING THROUGH SELF-STUDY CLE AND PODCAST DOWNLOADS. THROUGH THE USE OF ITS STATE-OF-THE-ART BROADCAST STUDIO, THE OSBA PROVIDES AN INTERACTIVE FORMAT STREAMING 60-MINUTE WEBCASTS WEEKLY. THE CONTINUING LEGAL EDUCATION PROGRAM PROVIDES EDUCATIONAL OPPORTUNITIES FOR MEMBERS AT THE OSBA ALL-OHIO LEGAL FORUM, AS WELL AS THROUGH A VARIETY OF OTHER EVENTS, INCLUDING THE MIDWEST LABOR AND EMPLOYMENT LAW CONFERENCE, THE ADVANCED PROBATE LAW SEMINAR, THE CORPORATE COUNSEL INSTITUTE, AND THE OSBA LEGAL TECHNOLOGY AND PRACTICE MANAGEMENT CONFERENCE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescPUBLICATIONS: THE OHIO STATE BAR ASSOCIATION (OSBA) PUBLISHES A VARIETY OF DIFFERENT REPORTS, MAGAZINES, NEWSLETTERS, AND OTHER INFORMATIONAL RESOURCES INCLUDING SOCIAL MEDIA. OSBA PUBLISHES THE OHIO STATE BAR ASSOCIATION REPORT AS A BIWEEKLY, PRINT, AND DAILY EMAIL RESOURCE. THIS REPORT PROVIDES A SIGNIFICANT AMOUNT OF INFORMATION, CASES RELEASED FROM THE OHIO SUPREME COURT AND SELECTED CASES FROM THE OHIO APPELLATE COURTS. OSBA ALSO PUBLISHES THE OHIO LAWYER. THIS QUARTERLY MAGAZINE FEATURES ARTICLES ON LEGAL ISSUES AND TRENDS TO HELP LAWYERS STAY CURRENT AND SHARE IN-DEPTH INFORMATION ON THE LATEST LEGAL DEVELOPMENTS WITH THEIR COLLEAGUES AROUND THE STATE. ADDITIONAL PUBLICATIONS BY THE OSBA INCLUDE A VARIETY OF DIFFERENT PAPER AND ELECTRONIC NEWSLETTERS. SOME OF THE NEWSLETTERS PUBLISHED BY THE OSBA INCLUDE THE PARALEGAL/LEGAL ASSISTANT NEWS, SECTION NEWSLETTERS, AND SPECIAL PUBLICATIONS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescMEMBERSHIP SERVICES: THE OHIO STATE BAR ASSOCIATION (OSBA) PROVIDES A VARIETY OF PROGRAMS DESIGNED TO IMPROVE AND ENHANCE THE LEGAL PROFESSION AND THE LEGAL SERVICES AVAILABLE TO THE PUBLIC. THE MEMBERSHIP SERVICES DEPARTMENT IS RESPONSIBLE FOR RECRUITING AND RETAINING OSBA MEMBERS. THE MEMBERSHIP SERVICES DEPARTMENT IS ALSO RESPONSIBLE FOR THE MEMBERSHIP SERVICES CENTER WHERE CALLS FROM CONSUMERS OF LEGAL SERVICES, LAWYERS, AND MEMBERS OF THE OSBA ARE DIRECTED FOR INFORMATION, REFERRAL, AND/OR SERVICE.Desc
FieldValueIRS element (for citing)
Described In Section501c30DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign ActyYes (1)PoliticalCampaignActyInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document62IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee78EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible ContributionsYes (1)NondeductibleContributionsInd
Nondeductible Contri DisclYes (1)NondeductibleContriDisclInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members24GoverningBodyVotingMembersCnt
Independent Voting Member24IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KEN HEINTZBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6144872050PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11700 LAKE SHORE DRIVEAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43204ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
ROBIN G WEAVER
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
ELENI A DRAKATOS
PRESIDENT-ELECT1.00Yes (X)Yes (X)$1,547$0$0
RANDALL M COMER
IMMEDIATE PAST PRESIDENT1.00Yes (X)$8,138$0$0
MICHAEL L BARR
GOVERNOR1.00Yes (X)$645$0$0
DAVID S BLOOMFIELD JR
GOVERNOR1.00Yes (X)$903$0$0
BRIAN C CONAWAY
GOVERNOR1.00Yes (X)$0$0$0
STUART W CORDELL
GOVERNOR1.00Yes (X)$0$0$0
FREDERICK C FISHER
GOVERNOR1.00Yes (X)$714$0$0
GREGORY R FLAX
GOVERNOR1.00Yes (X)$0$0$0
MICHAEL J FRANTZ JR
GOVERNOR1.00Yes (X)$0$0$0
ROBERT B FRANZ
GOVERNOR1.00Yes (X)$0$0$0
DANIEL R GRIFFITH
GOVERNOR1.00Yes (X)$0$0$0
WILLIAM R GROVES
GOVERNOR1.00Yes (X)$0$0$0
DON W HUMPHREY JR
GOVERNOR1.00Yes (X)$0$0$0
AMY B IKERD
GOVERNOR1.00Yes (X)$0$0$0
MICHELLE L KRANZ
GOVERNOR1.00Yes (X)$0$0$0
AMANDA M LEFFLER
GOVERNOR1.00Yes (X)$859$0$0
DAVID H LEFTON
GOVERNOR1.00Yes (X)$0$0$0
KATHLEEN S LENSKI
GOVERNOR1.00Yes (X)$0$0$0
ANDREW P LYCANS
GOVERNOR1.00Yes (X)$0$0$0
VICTOR H PEREZ
GOVERNOR1.00Yes (X)$0$0$0
LAWRENCE J SCANLON
GOVERNOR1.00Yes (X)$0$0$0
KATHLEEN A STONEMAN
GOVERNOR1.00Yes (X)$0$0$0
DEAN L WILSON
GOVERNOR1.00Yes (X)$0$0$0
PAULA HICKS-HUDSON
GOVERNOR1.00Yes (X)$0$0$0
DENISE L MOODY
GOVERNOR1.00Yes (X)$0$0$0
MARY AMOS AUGSBURGER
CEO/SECRETARY40.00Yes (X)$244,817$0$51,844
KEN HEINTZ
COO/CFO/TREASURER40.00Yes (X)$167,667$0$45,224
J DESIREE BLANKENSHIP
GENERAL COUNSEL40.00$166,202$0$44,804Yes (X)
THOMAS T BOOK
DIRECTOR OF POLICY & GOV.40.00$173,401$0$44,760Yes (X)
MICHAEL K MURDOCK
IT DIRECTOR40.00$138,606$0$13,822Yes (X)
ROBIN MCGUIRE ROSE
DEPUTY GENERAL COUNSEL40.00$122,694$0$12,226Yes (X)
FRANCIS WELLINGTON
DIRECTOR OF CLE40.00$121,860$0$12,847Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,148,053TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$225,527TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K8IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CB RICHARD ELLIS
200 CIVIC CENTER DRIVE 14TH FLOORCOLUMBUSOH43215BUILDING MAINTENANCE/PROPERTY DEVELOPMEN$501,335
CARDINAL SOLUTIONS
401 N FRONT STREET SUITE 210COLUMBUSOH43215WEBSITE DEVELOPER$468,168
QWEST ASSOCIATES
2575 US HIGHWAY 42 SWLONDONOH43140BUILDING CONTRACTOR$206,394
INXPO
770 N HALSTEAD STREET SUITE 6SCHICAGOIL60642LEARNING MANAGEMENT SYSTEM$116,750
EPISERVER
542A AMHERST STREET ROUTE 101ANASHUANH03063MARKETING / CUSTOMER ENGAGEMENT$114,165
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
All Other Contributions$143,239AllOtherContributionsAmt
Total Contributions$143,239TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBERSHIP DUES900099$5,235,525$5,235,525
CONTINUING LEGAL EDUCATION611600$3,046,224$3,046,224
FORUM AND DISTRICT MEETINGS900099$329,877$329,877
PROFESSIONAL DISCIPLINE900099$105,326$105,326
SECTION DUES900099$96,830$96,830

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$91,203TotalRevenueColumnAmt
Related Or Exempt Func Income$91,203RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$8,904,985TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,584,168TotalRevenueColumnAmt
Exclusion$1,584,168ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$259,774TotalRevenueColumnAmt
Exclusion$259,774ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$14,314RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$40,385RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$26,071RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$26,071TotalRevenueColumnAmt
Unrelated Business Revenue-$26,071UnrelatedBusinessRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$10,322,634SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$10,329,785SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$7,151SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$7,151TotalRevenueColumnAmt
Exclusion-$7,151ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADVERTISING541800$138,668$138,668
OTHER MISCELLANEOUS900099$45,362$45,362
FieldValueIRS element (for citing)
Other Revenue Total$184,030OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,042,974TotalRevenueColumnAmt
Related Or Exempt Func Income$8,950,347RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$112,597UnrelatedBusinessRevenueAmt
Exclusion$1,836,791ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$148,507TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$522,356TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,474,684TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$716,353TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$282,108TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$240,622TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$136,321TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$55,941TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$270,541TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$940,213TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$603,244TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$386,415TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$994,832TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$3TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$549,161TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$36,750TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
PUBLICATIONS$998,380
SECTION PROGRAM$130,184
MEMBERSHIP AND PR$114,421
MISCELLANEOUS$98,529

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$91,074TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$10,790,639TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$130BOYAmt
EOY$130EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$312,923BOYAmt
EOY$1,034,530EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$172,789BOYAmt
EOY$182,855EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$192,879BOYAmt
EOY$220,230EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$135,173BOYAmt
EOY$216,675EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$10,700,600LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$7,435,728LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,175,547BOYAmt
EOY$3,264,872EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$13,993,205BOYAmt
EOY$12,782,936EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,634,194BOYAmt
EOY$2,708,690EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$2,004,200BOYAmt
EOY$2,203,141EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$370,372BOYAmt
EOY$532,366EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$22,991,412BOYAmt
EOY$23,146,425EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$804,870BOYAmt
EOY$671,922EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$2,500,460BOYAmt
EOY$2,192,394EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$9,012BOYAmt
EOY$3,019EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$334,194BOYAmt
EOY$369,933EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,648,536BOYAmt
EOY$3,237,268EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$18,651,108BOYAmt
EOY$19,248,691EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$691,768BOYAmt
EOY$660,466EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$19,342,876BOYAmt
EOY$19,909,157EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$22,991,412BOYAmt
EOY$23,146,425EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$252,335ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$313,946NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Section527 Political Org Section527PoliticalOrgGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1OHIO LAWPACBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11700 LAKE SHORE DRIVEAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43204ZIPCd
FieldValueIRS element (for citing)
EIN316321625EIN
Contributions Rcvd Dlvr$68,391ContributionsRcvdDlvrAmt
FieldValueIRS element (for citing)
Substantially All Dues Nonded0SubstantiallyAllDuesNondedInd
Only In House Lobbying0OnlyInHouseLobbyingInd
Agree Carryover Prior Year0AgreeCarryoverPriorYearInd
Dues Assessments$5,235,525DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY$469,804NonDeductibleLbbyngPltclCYAmt
Non Deductible Lbbyng Pltcl Tot$469,804NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc$261,776AggregateReportedDuesNtcAmt
Carried Over$208,028CarriedOverAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE C, PART I-CFormAndLineReferenceDesc
ExplanationTHE ASSOCIATION OPERATES A POLITICAL ACTION COMMITTEE CALLED THE OHIO LAWPAC.ExplanationTxt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$880,927OtherCostOrOtherBasisAmt
Book Value$880,927BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,155,637OtherCostOrOtherBasisAmt
Depreciation$3,260,908DepreciationAmt
Book Value$1,894,729BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,552,826OtherCostOrOtherBasisAmt
Depreciation$4,064,860DepreciationAmt
Book Value$487,966BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$111,210OtherCostOrOtherBasisAmt
Depreciation$109,960DepreciationAmt
Book Value$1,250BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,264,872TotalBookValueLandBuildingsAmt

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

FieldValueIRS element (for citing)
Book Value$2,338,757BookValueAmt
Method ValuationCMethodValuationCd

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescDEFERRED COMPENSATION AGREEMENTSDesc
Book Value$369,933BookValueAmt
Method ValuationCMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$2,708,690TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescOBLIGATIONS UNDER DEFERRED COMPENSATION AGREEMENTSDesc
Amt$369,933Amt
FieldValueIRS element (for citing)
Total Liability$369,933TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$11,397,305TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$313,946NetUnrealizedGainsInvstAmt
Revenue Not Reported$313,946RevenueNotReportedAmt
Revenue Subtotal$11,083,359RevenueSubtotalAmt
Other Revenues Not Included-$40,385OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$40,385RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$11,042,974TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$10,831,024TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$10,831,024ExpensesSubtotalAmt
Other Expenses Not Included-$40,385OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt-$40,385ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$10,790,639TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART XI, LINE 4B - OTHER ADJUSTMENTS:RENTAL EXPENSES -40,385.
PART XII, LINE 4B - OTHER ADJUSTMENTS:RENTAL EXPENSES -40,385.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
OHIO CENTER FOR LAW-RELATED EDUCATION
1700 LAKE SHORE DRIVECOLUMBUSOH43204311124428501(C)(3)$45,000SUPPORTS OSBA'S MISSION
OHIO LAWYERS ASSISTANCE PROGRAM INC
1700 LAKE SHORE DRIVECOLUMBUSOH43204341675796501(C)(3)$50,000SUPPORTS OSBA'S MISSION
OHIO ACCESS TO JUSTICE FOUNDATION
10 W BROAD ST NO 950COLUMBUSOH43215464044686501(C)(3)$17,500SUPPORTS OSBA'S MISSION
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationOSBA PROVIDES UNRESTRICTED GRANTS TO PRE-SELECTED IRC SEC. 501(C)(3) PUBLIC CHARITIES WHOSE MISSION IS CONSISTENT WITH OSBA'S MISSION. AS SUCH, IT DOES NOT MONITOR THE USE OF THESE FUNDS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MARY AMOS AUGSBURGER
CEO/SECRETARY$238,587$0$575$0$5,655$0$24,558$0$27,286$0$296,661$0$0$0
KEN HEINTZ
COO/CFO/TREASURER$166,345$0$290$0$1,032$0$17,982$0$27,242$0$212,891$0$0$0
J DESIREE BLANKENSHIP
GENERAL COUNSEL$164,999$0$575$0$628$0$17,518$0$27,286$0$211,006$0$0$0
THOMAS T BOOK
DIRECTOR OF POLICY & GOV.$165,036$0$575$0$7,790$0$17,518$0$27,242$0$218,161$0$0$0
MICHAEL K MURDOCK
IT DIRECTOR$136,344$0$1,875$0$387$0$13,822$0$0$0$152,428$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1ATRAVEL FOR COMPANIONS: ALL MEMBERS OF THE BOARD OF GOVERNORS ARE PERMITTED TO BRING THEIR SPOUSE OR GUEST WITH THEM TO THE REQUIRED BOARD MEETINGS AND CONFERENCES. THE ORGANIZATION REIMBURSES BOARD MEMBERS FOR TRAVEL FOR COMPANIONS AND REPORTS THESE AMOUNTS ON FORM 1099. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: THE OHIO STATE BAR ASSOCIATION PAYS HEALTH OR SOCIAL CLUB DUES FOR MS. AUSBURGER AND MR. BOOK IN CONNECTION WITH THEIR DUTIES FOR THE OHIO STATE BAR ASSOCIATION. DUES FOR THESE INDIVIDUALS WERE APPROVED THROUGH THE APPROVAL OF THE 2019 BUDGET BY THE ORGANIZATION'S BOARD. THE DUES WERE PAID UNDER AN ACCOUNTABLE PLAN ARRANGEMENT. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: THE CEO, PRESIDENT AND PRESIDENT-ELECT RECEIVE REIMBURSEMENT FOR COMPANION TRAVEL EXPENSES THAT ARE GROSSED UP TO INCLUDE THE TAX EFFECT OF THE PAYMENT. THE ENTIRE AMOUNT, INCLUDING THE GROSS UP, IS REPORTED ON FORM 1099 AND FORM W-2 FOR THESE INDIVIDUALS.
PART I, LINE 4BMARY AUGSBURGER AND KEN HEINTZ PARTICIPATED IN A 457(B) NON-QUALIFIED PLAN. THE ORGANIZATION MADE NO CONTRIBUTIONS TO THEIR ACCOUNTS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6ANY PERSON DULY ADMITTED TO THE PRACTICE OF LAW, AND NOT PROHIBITED FROM BEING ADMITTED TO THE PRACTICE OF LAW IN OHIO, MAY BECOME A REGULAR MEMBER OF THE ASSOCIATION. MEMBERS MUST FIRST APPLY FOR MEMBERSHIP TO THE ASSOCIATION THROUGH A WRITTEN APPLICATION PROCESS. REGULAR MEMBERS HAVE LIMITED RIGHTS TO VOTE ON CERTAIN ISSUES REGARDING THE GOVERNANCE OF THE ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 7ATHE PRESIDENT-ELECT IS ELECTED BY THE REGULAR MEMBERS OF THE ASSOCIATION VIA ELECTRONIC AND MAIL BALLOT IN APRIL OR MAY BEFORE THE COMMENCEMENT OF THE CURRENT PRESIDENT'S TERM OF OFFICE. THE REGULAR MEMBERS OF THE ASSOCIATION ALSO ELECT REPRESENTATIVES FOR EACH DISTRICT TO SERVE ON THE BOARD OF GOVERNORS AND THE COUNCIL OF DELEGATES.
FORM 990, PART VI, SECTION A, LINE 7BTHE COUNCIL OF DELEGATES CONSIDERS AND ACTS UPON ALL RESOLUTIONS BEFORE IT RELATIVE TO THE PROMOTION OF THE PURPOSES OF THE ASSOCIATION SUBMITTED TO THE COUNCIL BY ANY OF ITS MEMBERS, BY AN ASSOCIATION MEMBER, OR BY ANY LOCAL BAR ASSOCIATION OF THE STATE.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. OSBA GENERAL COUNSEL, CFO, AND CEO REVIEW THE FORM 990 AND SUBMIT IT TO THE AUDIT COMMITTEE FOR CONSIDERATION. THE FORM 990 IS THEN TYPICALLY SUBMITTED TO THE FULL BOARD OF GOVERNORS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE OHIO STATE BAR ASSOCIATION (OSBA) HAS TWO SEPARATE CONFLICT OF INTEREST POLICIES. UNDER THE BOARD OF GOVERNORS' CONFLICT OF INTEREST POLICY, BOARD MEMBERS WILL ANNUALLY RECEIVE A COPY OF THE CONFLICT OF INTEREST POLICY AND ARE REQUIRED TO SUBMIT CONFLICT OF INTEREST DISCLOSURES ANNUALLY. THE DISCLOSURES ARE THEN REVIEWED BY THE COORDINATING COMMITTEE. ANY CONFLICTS OF INTEREST ARE REVIEWED BY THE ENTIRE BOARD OF GOVERNORS. UNDER THE EMPLOYEES' CONFLICT OF INTEREST POLICY, ALL EMPLOYEES COVERED BY THE POLICY WILL, ON AN ANNUAL BASIS, DISCLOSE OR UPDATE TO THE CEO ON A FORM PROVIDED BY THE OSBA THAT THEIR INTEREST THAT COULD GIVE RISE TO CONFLICTS OF INTEREST, SUCH AS A LIST OF FAMILY MEMBERS, SUBSTANTIAL BUSINESS INVESTMENT HOLDINGS, AND OTHER TRANSACTIONS OR AFFILIATIONS WITH BUSINESS AND OTHER ORGANIZATIONS OR THOSE OF FAMILY MEMBERS.
FORM 990, PART VI, SECTION B, LINE 15THE POLICY FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S CEO IS AS FOLLOWS: THE PRIMARY EVALUATORS OF THE CEO'S PERFORMANCE ARE THE PRESIDENT AND THE PRESIDENT-ELECT. IN THE SPRING, THE PRESIDENT AND PRESIDENT-ELECT MEET WITH MEMBERS OF THE BOARD OF GOVERNORS COORDINATING COMMITTEE TO COMPLETE THE REVIEW OF THE CEO. THIS INCLUDES, BUT IS NOT LIMITED TO, RECEIVING INPUT ON WHETHER GOALS WERE ACCOMPLISHED AND WHETHER SUCH ALIGNED WITH ACHIVEMENTS. THE PRESIDENT AND PRESIDENT-ELECT THEN MAKE A SALARY ADJUSTMENT RECOMMENDATION TO THE FULL BOARD AT THE JUNE MEETING. ONCE THE BOARD DECIDES ON THE CEO'S COMPENSATION FOR THE YEAR, THE PRESIDENT SETS FORTH THE DETAILS IN A LETTER TO THE CEO AT HIS/HER HOME ADDRESS. IN DETERMINING THE COMPENSATION OF THE CEO, THE PRESIDENT AND BOARD MUST AT LEAST ONCE EVERY THREE YEARS ENAGAGE AN OUTSIDE ORGANIZATION TO CONDUCT AN EXECUTIVE COMPENSATION REVIEW FOR THE CEO. SUCH REVIEW SHOULD COMPARE THE SALARY AND TOTAL COMPENSATION OF THE OSBA CEO WITH COMPETITIVE MARKET DATA OF NON-PROFIT MEMBERSHIP ORGANIZATIONS WITH OPERATING BUDGETS OF A SIZE SIMILAR TO OSBA'S. IN 2018, OSBA CONTRACTED WITH A THIRD PARTY CONSULTANT TO PERFORM A COMPREHENSIVE COMPENSATION STUDY FOR THE CEO. THE PROCESS FOR DETERMINING THE COMPENSATION OF EMPLOYEES OTHER THAN THE CEO IS AS FOLLOWS: EACH YEAR, ALL SUPERVISING EMPLOYEES MUST HOLD AN ANNUAL PERFORMANCE REVIEW WITH EACH EMPLOYEE WHO REPORTS TO THEM. FOLLOWING THE PERFORMANCE REVIEW, THE SUPERVISORS MAKE SALARY ADJUSTMENT RECOMMENDATIONS TO THEIR SUPERVISORS FOR EACH OF HIS OR HER DIRECT REPORTS. THE RECOMMENDATION IS BASED ON 1) THE PERFORMANCE OF THE EMPLOYEE, 2) THE INCREASE OR DECREASE IN THE CONSUMER PRICE INDEX AS REPORTED VIA THE US GOVERNMENT WEBSITE, 3) CURRENT ECONOMIC CONDITIONS IN COLUMBUS, AND, IN THE CASE OF EXECUTIVE STAFF, THE USA, 4) TO THE EXTENT THEY ARE AVAILABLE AND APPLICABLE, COMPARABLE SALARIES AND OTHER FORMS OF COMPENSATION, 5) OTHER FACTORS AS MAY BE APPROPRIATE. THE CEO AND ASSISTANT EXECUTIVE DIRECTORS REVIEW ALL OF THE SALARIES (EXCEPT THOSE OF THE ASSISTANT EXECUTIVE DIRECTORS) AND DETERMINE WHETHER MODIFICATIONS ARE WARRANTED. TO SET SALARIES, THE OSBA HIRES AN INDEPENDENT CONSULTANT TO PROVIDE COMPARABILITY DATA FOR ALL INDUSTRY, INCLUDING NON-PROFITS. AT THE APRIL OR JUNE MEETING OF THE OSBA BOARD OF GOVERNORS, THE CEO SUBMITS A BUDGET REQUEST FOR THE TOTAL DOLLARS NEEDED FOR COMPENSATION FOR THE FOLLOWING CALENDAR YEAR.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. IT MAKES ITS TAX RETURN AVAILABLE UPON REQUEST. A TREASURER'S REPORT IS ALSO PUBLISHED ONCE A YEAR.
PART XII, LINE 2CTHE ORGANIZATION HAS A COMMITTEE THAT OVERSEES THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTS AN INDEPENDENT ACCOUNTANT. THE PROCESS BY WHICH THE ORGANIZATION OVERSEES THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED SINCE THE PREVIOUS YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
OHIO LAWPAC
1700 LAKE SHORE DRIVECOLUMBUSOH43204316321625POLITICAL ACTION COMMITTEEOH527N/AOHIO STATE BAR ASSOCIATIONYes (1)
OHIO STATE LEGAL SERVICES ASSOCIATION
555 BUTTLES AVENUECOLUMBUSOH43215310718185EQUAL ACCESS TO JUSTICEOH501(C)(3)LINE 7OHIO STATE BAR ASSOCIATIONYes (1)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
OHIO BAR LIABILITY INSURANCE COMPANY
1650 LAKE SHORE DRIVECOLUMBUSOH43204310947214INSURANCEOHOHIO STATE BAR ASSOCIATIONC1.00000Yes (1)
1650 LAKE SHORE INC
1650 LAKE SHORE DRIVECOLUMBUSOH43204311394604REAL ESTATEOHOHIO BAR LIABILITY INSURANCE COMPANYC1.00000Yes (1)
OSBA4PRO LLC
1700 LAKE SHORE DRIVECOLUMBUSOH43204465362825REAL ESTATE HOLDINGSOHOHIO STATE BAR ASSOCIATIONC1.00000Yes (1)
NDR4OSBA LLC
1700 LAKE SHORE DRIVECOLUMBUSOH43204463190023ADVERTISING CO-OP HOLDINGSOHOHIO STATE BAR ASSOCIATIONC1.00000Yes (1)
OBLIC HOLDINGS LLC
1650 LAKE SHORE DRIVECOLUMBUSOH43204465150262INSURANCEOHOHIO BAR LIABILITY INSURANCE COMPANYC1.00000Yes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related OrganizationYes (1)DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1OHIO BAR LIABILITY INSURANCE COMPANYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeFTransactionTypeTxt
Involved$1,100,000InvolvedAmt
Method Of Amount DeterminationCASHMethodOfAmountDeterminationTxt

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