2018-04-04T14:25:24-05:00 2017-06-30 310800053 Clark Schaefer Hackett & Co 4449 Easton Way Suite 400 Columbus OH 43219 990 2016-07-01 311106236 The Columbus Bar Association COLU 6142214112 175 South Third Street 11th Floor Columbus OH 43215 Lisa Pierce Reisz PRESIDENT 6142214112 2018-04-03 1 Jane E Pfeifer P00014949 6148852208 2018-04-02 74.62.104.2 2018-04-03 16:48:56 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 5A179337D42813462D6C3CA42B6BCA8787F5A620 2016 2021-01-29 14:40:06Z Lisa Pierce Reisz 175 South Third Street 11th Floor Columbus OH 43215 2761318 0 X WWW.CBALAW.ORG X 1984 OH TO BE THE LEADER IN ADVANCING THE JUSTICE SYSTEM FOR ALL. 16 15 22 1910 374060 138524 0 0 2541512 2480505 127510 257169 35893 23644 2704915 2761318 2100 15 0 0 1691974 1636170 0 0 0 1369984 1285156 3064058 2921341 -359143 -160023 4213468 4258218 3000368 3147179 1213100 1111039 X THE COLUMBUS BAR ASSOCIATION STRIVES TO BE THE LEADER IN PROVIDING EXCELLENT, INNOVATIVE AND COST EFFECTIVE SERVICES TO MEMBERS OF THE LEGAL PROFESSION AND THE GENERAL PUBLIC IN CENTRAL OHIO. THROUGH THE ACTIVE INVOLVEMENT OF A BROAD AND DIVERSE MEMBERSHIP, WE WILL FOCUS ON PROFESSIONALISM, EDUCATION, ADVOCACY AND COMMUNITY SERVICE IN ORDER TO ADVANCE THE JUSTICE SYSTEM FOR ALL. 0 0 THE COLUMBUS BAR ASSOCIATION OFFERS CONTINUING LEGAL EDUCATION FOR ATTORNEYS AND OTHER LAW OFFICE PERSONNEL. APPROXIMATELY 3,800 INDIVIDUALS PARTICIPATED IN THE PROGRAMS. THE COLUMBUS BAR ASSOCIATION LAWYER REFERRAL SERVICE MAKES REFERRALS TO GENERAL PRACTITIONERS AS WELL AS LAWYERS WHO CONCENTRATE THEIR PRACTICE ONLY IN ONE AREA OF LAW. THE LAWYER REFERRAL SERVICE TALKS TO APPROXIMATELY 15,000 PEOPLE ANNUALLY. COLUMBUS BAR INC. IS A PROGRAM THAT PROVIDES AN OPPORTUNITY FOR EIGHT ENTREPRENEURAL-MINDED, AMBITIOUS AND RESOURCEFUL NEW ATTORNEYS WANTING TO ESTABLISH THEIR OWN SOLO PRACTICE IN THE COLUMBUS AREA. THROUGH COLUMBUS BAR INC, PARTICIPATING NEW LAWYERS WILL GAIN VALUABLE EXPERIENCE AND ONGOING EDUCATION TO HELP BUILD THEIR PROFESSIONAL CAREER, DEVELOP SOUND BUSINESS MANAGEMENT SKILLS AND ENGENDER HIGH ETHICAL STANDARDS. IN ADDITION, THE ASSOCIATION PROCESSES APPROXIMATELY 3,500 NOTARY PUBLIC APPLICATIONS ANNUALLY. COLUMBUS BAR ASSOCIATION MEMBERS RECEIVE FACT-FILLED PUBLICATIONS INCLUDING COLUMBUS BAR LAWYERS QTRLY, THE DAILY REPORTER, BUSINESS FIRST AND COLUMBUS BAR TODAY. THESE PUBLICATIONS PROVIDE INFORMATION ABOUT THE COLUMBUS LEGAL COMMUNITY. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 14 0 1 22 1 1 1 0 0 0 1 1 0 X 16 15 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 1 0 X FRANK DUFFY 6142214112 175 SOUTH THIRD STREET COLUMBUS OH 43215 BRIGID E HEID President 1.00 X X 0 0 0 LISA PIERCE REISZ President-elect 1.00 X X 0 0 0 JAY E MICHAEL Immediate Past President 1.00 X X 0 0 0 SAMUEL A PEPPERS III Secretary/Treasurer 1.00 X X 0 0 0 MARK C COLLINS GOVERNOR 1.00 X 0 0 0 JILL SNITCHER MCQUAIN EXECUTIVE DIRECTOR 40.00 X X 173017 0 19202 James Arnold GOVERNOR 1.00 X 0 0 0 Eimear Bahnson GOVERNOR 1.00 X 0 0 0 Robert D Erney GOVERNOR 1.00 X 0 0 0 Amy Beth Koorn GOVERNOR 1.00 X 0 0 0 Lorie McCaughan GOVERNOR 1.00 X 0 0 0 Charles Schneider GOVERNOR 1.00 X 0 0 0 Luke Fedlam GOVERNOR 1.00 X 0 0 0 David Martin GOVERNOR 1.00 X 0 0 0 Dave Thomas GOVERNOR 1.00 X 0 0 0 Elizabeth Zuercher GOVERNOR 1.00 X 0 0 0 Frank Duffy Chief Financial Officer 40.00 X 138560 0 38994 Marion Smithburger Assistant Executive Direct 40.00 X 135977 0 48705 Lori Brown CHIEF COUNSEL 1.00 X 100225 0 2237 547779 0 109138 4 0 1 0 0 MEMBERSHIP DUES 541100 948407 948407 CONTINUING LEGAL EDUCA 541100 468325 468325 NOTARY PUBLIC 541100 374060 374060 ETHICS AND ADMISSIONS 541100 291635 291635 LAWYER REFERRAL SERVIC 541100 227830 227830 170248 170248 2480505 178003 178003 23644 0 23644 23644 23644 79166 0 79166 79166 79166 2761318 2106445 374060 280813 15 369773 1266397 26359 31256 148655 309812 166657 FEDERAL INCOME TAX EXPE 50523 ADMINISTRATIVE EXPENSE 374328 MATERIALS 74268 COMMISSION CLERK AND RE 50469 52829 2921341 450 450 504475 649295 343228 383651 954071 1085395 2558033 2119217 604987 438816 1725210 1562231 -61587 -4789 142634 143169 4213468 4258218 758648 690477 854587 1003531 600000 550000 787133 903171 3000368 3147179 X 1213100 1111039 1213100 1111039 4213468 4258218 X -160023 1164 56798 X X 0 1 X 1 0 0 1 0 1515722 1217526 298196 692806 613788 79018 349505 287903 61602 438816 DEFERRED COMPENSATION PLAN 774538 ACCUMULATED POST-RETIREMENT BENEFITS 128633 903171 X Part X, Line 2: The Association continually evaluates expiring statutes of limitations, audits, proposed settlements, changes in tax law and new authoritative rulings. The Association recognizes accrued interest and penalties associated with uncertain tax provisions as part of the income tax provision. The Association files income tax returns in the U.S. federal and City of Columbus jurisdictions. X X 1 1 X X X 0 1 0 JILL SNITCHER MCQUAIN EXECUTIVE DIRECTOR 173017 0 0 0 0 0 16463 0 2739 0 192219 0 0 0 Frank Duffy Chief Financial Officer 138560 0 0 0 0 0 12315 0 26679 0 177554 0 0 0 Marion Smithburger Assistant Executive Direct 135977 0 0 0 0 0 12239 0 36466 0 184682 0 0 0 Part I, Line 4b Marion Smithberger and Frank Duffy participate in a non-qualified deferred compensation plan. Each eligible participant is allowed to contribute the lesser of $16,500 or 33 1/3% of their compensation for each calendar year. Form 990, Part VI, Section A, line 6 THE ORGANIZATION HAS MEMBERS. Form 990, Part VI, Section A, line 7a THE MEMBERS ELECT OTHER MEMBERS FOR THE GOVERNING BODY ON AN ANNUAL BASIS. Form 990, Part VI, Section A, line 7b CHANGES TO THE CODE OF REGULATIONS ARE SUBJECT TO THE APPROVAL OF THE MEMBERS. Form 990, Part VI, Section A, line 8b THIS IS NOT APPLICABLE. THERE ARE NOT ANY SUCH COMMITTEES. Form 990, Part VI, Section B, line 11b THE CHIEF FINANCIAL OFFICER AND THE EXECUTIVE DIRECTOR REVIEW FORM 990 AND THEN GIVE IT TO THE FINANCE COMMITTEE FOR THEIR REVIEW. AFTER THE FINANCE COMMITTEE HAS REVIEWED FORM 990, IT IS GIVEN TO THE BOARD FOR REVIEW. Form 990, Part VI, Section B, line 12c EACH MEMBER OF THE BOARD AND EACH MEMBER OF COLUMBUS BAR ASSOCIATION'S EXECUTIVE MANAGEMENT SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: (A) HAS RECEIVED A COPY OF THE POLICY; (B) HAS READ AND UNDERSTANDS THE POLICY; AND (C) HAS AGREED TO COMPLY WITH THE POLICY. Form 990, Part VI, Section B, line 15 THE COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICIALS, OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED BY THE BOARD OF DIRECTORS. Form 990, Part VI, Section C, line 19 THE ORGANIZATION PROVIDES THE DOCUMENTS UPON REQUEST. Form 990, Part XI, line 9: EQUITY IN INVESTMENT OF SUBSIDIARY 160,798. DIVIDEND INCOME FROM COLUMBUS BAR SERVICES, INC. -104,000. Form 990, Part XII, Line 2c: FORM 990, PART XI, LINE 2C: THE PROCESS HAS NOT CHANGED SINCE THE FILING OF THE LAST 990. COLUMBUS BAR SERVICES INC 175 S THIRD STREET COLUMBUS OH 43215 311103991 ADMIN. SERVICES FOR MEMBERS OF THE COLUMBUS BAR ASSOC. OH COLUMBUS BAR ASSOCIATION C 234979 369479 1.00000 1 CBS AGENCY INC 175 S THIRD STREET COLUMBUS OH 43215 311241428 TO ACT AS AN INSURANCE AGENCY FOR PLANS SPONSORED BY THE ASSOCIATION OH COLUMBUS BAR SERVICES INC C 63631 285418 1 OHIO NOTARY ASSOCIATION INC 175 S THIRD STREET COLUMBUS OH 43215 311626947 PROVIDES SERVICES TO NOTARIES PUBLIC THROUGHOUT THE STATE OF OHIO OH COLUMBUS BAR SERVICES INC C 1 70 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 1 0 0