2013-02-27T08:32:18-06:00 2012-06-30 310800053 CLARK SCHAEFER HACKETT & CO 4449 EASTON WAY SUITE 400 COLUMBUS OH 43219 990 2011-07-01 311106236 THE COLUMBUS BAR ASSOCIATION COLU 6142214112 175 SOUTH THIRD STREET 11TH FLOOR COLUMBUS OH 43215 BRADLEY B WRIGHTSEL 6142214112 2013-02-25 JANE E PFEIFER P00014949 6148852208 2013-02-25 2011 2016-03-07 17:11:31Z BRADLEY B WRIGHTSEL 175 SOUTH THIRD STREET 11TH FLOOR COLUMBUS OH 43215 3228127 0 X WWW.CBALAW.ORG X 1984 OH TO BE THE LEADER IN ADVANCING THE JUSTICE SYSTEM FOR ALL. 15 15 30 2300 289783 110132 0 0 2793661 2709594 103382 310904 24463 35993 2921506 3056491 10050 10620 0 0 2004994 1852183 0 0 0 1223063 1167765 3238107 3030568 -316601 25923 4353193 4098483 2030087 1947616 2323106 2150867 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 2,700 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 25,000 PEOPLE ANNUALLY. COLUMBUS BAR INC. IS 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 3,750 NOTARY PUBLIC APPLICATIONS ANNUALLY. COLUMBUS BAR ASSOCIATION MEMBERS RECEIVE FACT-FILLED PUBLICATIONS INCLUDING COLUMBUS BAR LAWYERS QTRLY, THE DAILY REPORTER 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 15 0 1 30 1 1 1 0 0 0 1 1 0 X 15 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 HONORABLE S L MCINTOSH 1.00 X X 0 0 0 DAVID S BLOOMFIELD JR 1.00 X X 0 0 0 MARK C PETRUCCI 1.00 X X 0 0 0 ROSEMARY EBNER POMEROY 1.00 X 0 0 0 KEITH W SCHNEIDER 1.00 X 0 0 0 ANTHONY M SHARETT 1.00 X 0 0 0 BRADLEY B WRIGHTSEL 1.00 X X 0 0 0 AARON GRANGER 1.00 X 0 0 0 GREGORY TRAVALIO 1.00 X 0 0 0 JAY E MICHAEL 1.00 X 0 0 0 JENNIFER A ADAIR 1.00 X 0 0 0 SANDRA H MCINTOSH 1.00 X 0 0 0 JACK A GUTENBURG 1.00 X 0 0 0 BRIGID E HEID 1.00 X 0 0 0 LISA PIERCE REISZ 1.00 X 0 0 0 JAMEEL S TURNER 1.00 X 0 0 0 JAMES D ABRAMS 1.00 X 0 0 0 STEPHANIE R HANNA 1.00 X 0 0 0 LEEANN M MASSUCCI 1.00 X 0 0 0 FRANK DUFFY 40.00 X 126621 0 27930 JILL SNITCHER MCQUAIN 40.00 X 160062 0 10986 MARION SMITHBERGER 40.00 X 130679 0 34562 BRUCE CAMPBELL 40.00 X 113413 0 10883 530775 0 84361 4 0 1 0 0 MEMBERSHIP DUES 541100 1027074 1027074 CONTINUING LEGAL EDUCA 541100 450865 450865 LAWYER REFERRAL SERVIC 541100 401848 401848 NOTARY PUBLIC 541100 289783 0 289783 ETHICS AND ADMISSIONS 541100 266919 266919 273105 273105 2709594 311218 311218 35993 0 35993 35993 35993 171322 171636 -314 -314 -314 3056491 2419811 289783 346897 10620 325599 1526584 23934 9726 7155 37294 163067 353763 140206 ADMINISTRATIVE EXPENSE 202907 MATERIALS 63400 COMMISSION CLERK AND RE 51342 FOOD SERVICE 49233 65738 3030568 450 450 744625 769353 254673 269925 679995 680907 2024858 1682342 459641 342516 1911187 1853851 123537 11962 179085 169519 4353193 4098483 551045 467650 954450 949625 524592 530341 2030087 1947616 X 2323106 2150867 2323106 2150867 4353193 4098483 X 25923 -198162 X X 0 1 1 X 0 0 1 0 1081873 914430 167443 623948 492449 131499 319037 275463 43574 342516 DEFERRED COMPENSATION PLAN 368403 ACCUMULATED POST-RETIREMENT BENEFITS 161938 530341 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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. THE ASSOCIATION'S U.S. FEDERAL AND CITY OF COLUMBUS INCOME TAX RETURNS PRIOR TO FISCAL YEAR 2008 ARE CLOSED. 1 COLUMBUS BAR FOUNDATION 175 SOUTH 3RD STREET COLUMBUS OH 43215 237150505 501(C)(3) 10500 LAWYERS FOR JUSTICE PROGRAM AND GENERAL 1 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THIS GRANT SUPPORTS THE COLUMBUS BAR ASSOCIATION'S PRO BONO PROGRAM/LAWYERS FOR JUSTICE, AND ALSO THE GENERAL CHARITABLE PURPOSES OF THE COLUMBUS BAR FOUNDATION. THE COLUMBUS BAR FOUNDATION PROVIDES GRANTS AND SUPPORT FOR A VARIETY OF COMMUNITY PROJECTS TO PROMOTE UNDERSTANDING OF THE LAW, THE ROLE OF THE LEGAL PROFESSION AND ACCESS TO JUSTICE FOR ALL. X X 1 1 X X X 0 0 0 FRANK DUFFY 121621 0 5000 0 0 0 11455 0 16475 0 154551 0 0 0 JILL SNITCHER MCQUAIN 150062 0 10000 0 0 0 8774 0 2212 0 171048 0 0 0 MARION SMITHBERGER 125679 0 5000 0 0 0 11492 0 23070 0 165241 0 0 0 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 11 THE CHIEF FINANCIAL OFFICER AND THE EXECUTIVE DIRECTOR REVIEW FORM 990 AND THEN GIVE IT TO THE AUDIT COMMITTEE FOR THEIR REVIEW. AFTER THE AUDIT 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -86,587. EQUITY IN INVESTMENT OF SUBSIDIARY 133,425. DIVIDEND INCOME FROM COLUMBUS BAR SERVICES, INC. -245,000. TOTAL TO FORM 990, PART XI, LINE 5: -198,162. 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 N/A C 133424 482917 1.00000 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 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 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 COLUMBUS BAR SERVICES INC R 496603 FMV COLUMBUS BAR SERVICES INC Q 6600 FMV CBS AGENCY INC R 100095 FMV CBS AGENCY INC Q 196896 FMV OHIO NOTARY ASSOCIATION Q 4179 FMV OHIO NOTARY ASSOCIATION R 50015 FMV