2012-03-13T13:11:30-05:00 2011-06-30 CLARK SCHAEFER HACKETT & CO 150 E CAMPUS VIEW BLVD SUITE 100 COLUMBUS OH 43235 990 2010-07-01 311106236 THE COLUMBUS BAR ASSOCIATION COLU 6142214112 175 SOUTH THIRD STREET 11TH FLOOR COLUMBUS OH 43215 DAVID S BLOOMFIELD JR 6142214112 2012-03-01 JANE E PFEIFER 6148852208 2012-03-01 2010 2016-02-24 21:20:13Z DAVID S BLOOMFIELD JR 175 SOUTH THIRD STREET 11TH FLOOR COLUMBUS OH 43215 3232418 0 X WWW.CBALAW.ORG X 1984 OH TO BE THE LEADER IN ADVANCING THE JUSTICE SYSTEM FOR ALL. 15 15 34 1200 321971 95365 0 0 3133612 2793661 -6542 103382 19079 24463 3146149 2921506 135300 10050 0 0 1959236 2004994 0 0 0 1274419 1223063 3368955 3238107 -222806 -316601 4359234 4353193 2087203 2030087 2272031 2323106 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. 1 0 THE COLUMBUS BAR ASSOCIATION OFFERS CONTINUING LEGAL EDUCATION FOR ATTORNEYS AND OTHER LAW OFFICE PERSONNEL. APPROXIMATELY 2,313 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 ENTREPRENEURIAL-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 3,531 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 16 0 1 34 1 1 1 0 0 0 0 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 ELIZABETH J WATTERS 1.00 X X 0 0 0 HONORABLE S L MCINTOSH 1.00 X X 0 0 0 DAVID S BLOOMFIELD JR 1.00 X X 0 0 0 KENNETH R COOKSON 1.00 X 0 0 0 MARK C PETRUCCI 1.00 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 ALEXANDER LAGUSCH 40.00 X X 331340 0 41051 FRANK DUFFY 40.00 X X 124174 0 12933 JILL SNITCHER MCQUIAN 40.00 X X 103282 0 8401 MARION SMITHBERGER 40.00 X 124302 0 23743 BRUCE CAMPBELL 40.00 X 105858 0 10042 788956 0 96170 5 0 1 0 0 MEMBERSHIP DUES 541100 1035480 1035480 LAWYER REFERRAL SERVIC 541100 471210 471210 CONTINUING LEGAL EDUCA 541100 448493 448493 NOTARY PUBLIC 541100 321971 321971 ETHICS AND ADMISSIONS 541100 251822 251822 264685 264685 2793661 54806 54806 24463 24463 24463 24463 359488 310912 48576 48576 48576 2921506 2471690 321971 127845 10050 885126 1119868 19640 10000 25149 9572 31283 170707 356937 203977 ADMINISTRATIVE EXPENSE 158362 MATERIALS 71480 COMMISSION CLERK AND RE 49854 FOOD SERVICE 46020 FEDERAL INCOME TAX EXPE 37809 32273 3238107 450 450 1105303 744625 151342 254673 619123 679995 2586272 2126631 510963 459641 1605271 1911187 182860 123537 183922 179085 4359234 4353193 428615 551045 1028326 954450 630262 524592 2087203 2030087 X 2272031 2323106 2272031 2323106 4359234 4353193 X -316601 367676 X X 0 1 1 X 0 0 1 0 1081873 874220 207653 953742 771409 182333 550657 481002 69655 459641 DEFERRED COMPENSATION PLAN 352500 ACCUMULATED POST-RETIREMENT BENEFITS 172092 524592 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ASSOCIATION ADOPTED THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ON JULY 1, 2009. 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, OHIO JURISDICTIONS. THE ASSOCIATION'S U.S. FEDERAL INCOME TAX RETURNS AND CITY OF COLUMBUS, OHIO INCOME TAX RETURNS PRIOR TO FISCAL YEAR 2007 ARE CLOSED. 1 COLUMBUS BAR FOUNDATION 175 SOUTH 3RD STREET COLUMBUS OH 43215 237150505 501(C)(3) 10000 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 1 0 ALEXANDER LAGUSCH 324840 0 6500 0 0 0 24168 0 16883 0 372391 0 0 0 PART I, LINE 1A ALEXANDER LAGUSCH'S WIFE ATTENDED THE ABA ANNUAL MEETING AND THE ASSOCIATION COVERED THE COST OF TRAVEL. THE BENEFIT WAS THEN ADDED TO ALEXANDER'S W-2 INCOME. PART I, LINE 4B ALEXANDER LAGUSCH RECEIVED $24,168 IN DEFERRED COMPENSATION AND $5,225 IN POST RETIREMENT HEALTH BENEFITS FROM THE ORGANIZATION. NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 COLUMBUS BAR INC. IS AN OPPORTUNITY FOR EIGHT ENTREPRENEURIAL-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. 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 BY USING COMPARABILITY DATA FOR OTHER LIKE-SIZE BAR ASSOCIATIONS. 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 GAINS ON INVESTMENTS: 226,999. EQUITY IN INVESTMENT OF SUBSIDIARY 140,677. TOTAL TO FORM 990, PART XI, LINE 5: 367,676. FORM 990, PART XI, LINE 2C: THE PROCESS HAS NOT CHANGED SINCE THE FILING OF THE LAST 990. 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