ERIE COUNTY BAR FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ERIE COUNTY BAR FOUNDATION INC (EIN 16-6052602)
- Tax period
- 2011-06-01 to 2012-05-31
- Filed
- 2012-10-10
- IRS object ID
- 201222849349300217
- Schema version
- 2011v1.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-10T11:31:28-05:00 | Timestamp |
| Tax Period End Date | 2012-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 160765486 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUMSDEN & MCCORMICK LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 369 FRANKLIN STREET | AddressLine1 |
| City | BUFFALO | City |
| State | NY | State |
| ZIP Code | 14202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 166052602 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIE COUNTY BAR FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ERIE | NameControl |
| Phone | 7168528687 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 438 MAIN STREET NO 600 | AddressLine1 |
| City | BUFFALO | City |
| State | NY | State |
| ZIP Code | 14202 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATHERINE S BIFARO | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 7168528687 | Phone |
| Date Signed | 2012-10-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES M DUNN JR CPA | Name |
| PTIN | P00029032 | PTIN |
| Phone | 7168563300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KATHERINE S BIFARO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 438 MAIN STREET NO 600 | AddressLine1 |
| City | BUFFALO | City |
| State | NY | State |
| ZIP Code | 14202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 393410 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ERIEBAR.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1957 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | THE FOUNDATION ASSISTS INDIGENT MEMBERS OF THE BAR ASSOCIATION OF ERIE COUNTY BY PROVIDING LOANS, GRANTS, AND COUNSELING TO SUCH MEMBERS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 4 | TotalNbrEmployees |
| Total Nbr Volunteers | 15 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 237941 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 201717 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 5160 | InvestmentIncomePriorYear |
| Investment Income Current Year | 9695 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 243101 | TotalRevenuePriorYear |
| Total Revenue Current Year | 211412 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 123710 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 170619 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 40024 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 40968 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 25036 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 52160 | OtherExpensePriorYear |
| Other Expenses Current Year | 52832 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 215894 | TotalExpensesPriorYear |
| Total Expenses Current Year | 264419 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 27207 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -53007 | RevenuesLessExpensesCY |
| Total Assets BOY | 981462 | TotalAssetsBOY |
| Total Assets EOY | 875278 | TotalAssetsEOY |
| Total Liabilities BOY | 66761 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 70653 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 914701 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 804625 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE FOUNDATION ASSISTS INDIGENT MEMBERS OF THE BAR ASSOCIATION OF ERIE COUNTY BY PROVIDING LOANS, GRANTS, AND COUNSELING TO SUCH MEMBERS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 160619 | Expense |
| Grants | 160619 | Grants |
| Description | GENERAL PROGRAM GRANTS IN AID TO ASSIST INDIGENT MEMBERS OF THE BAR ASSOCIATION OF ERIE COUNTY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 10000 | Expense |
| Grants | 10000 | Grants |
| Description | VOLUNTEER LAWYER PROGRAM - TO PROVIDE LEGAL SERVICES TO THOSE UNABLE TO AFFORD REPRESENTATION. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 11149 | Expense |
| Description | COUNSELING - TO PROVIDE INTERVENTION, MONITORING, AND COUNSELING SERVICES FOR DEPRESSION. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 181768 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 4 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 4 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEIDI MAHON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7168528687 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 438 MAIN STREET SUITE 600 | AddressLine1 |
| City | BUFFALO | City |
| State | NY | State |
| ZIP Code | 14202 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| BRUCE S ZEFTEL | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| ROGER L ROSS | ||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| GREGORY L BROWN | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| AYOKA TUCKER | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| JOEL BROWNSTEIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROBERT N CONVISSAR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PATRICK B CURRAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LENORA FOOTE-BEAVERS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM R HITES | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SUSAN S HOGAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM E LAWSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| THOMAS F KEEFE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TIMOTHY P NOONAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SHARON ANSCOMBE OSGOOD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| HON DONNA M SIWEK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KATHERINE S BIFARO | ||||||
| EXECUTIVE DIRECTOR | 8.00 | X | 15556 | 108233 | 5363 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 15556 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 108233 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 5363 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 201717 | AllOtherContributions |
| Total Contributions | 201717 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17865 | TotalRevenueColumn |
| Exclusion | $17,865 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 173828 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 181998 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -8170 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -8170 | TotalRevenueColumn |
| Exclusion | -$8,170 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 211412 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $9,695 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10000 | Total |
| Program Services | 10000 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160619 | Total |
| Program Services | 160619 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14637 | Total |
| Management And General | 14637 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21467 | Total |
| Management And General | 9252 | ManagementAndGeneral |
| Fundraising | 12215 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2100 | Total |
| Management And General | 2100 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2764 | Total |
| Management And General | 1830 | ManagementAndGeneral |
| Fundraising | 934 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2428 | Total |
| Management And General | 2428 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18352 | Total |
| Program Services | 11149 | ProgramServices |
| Management And General | 7203 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10161 | Total |
| Management And General | 4290 | ManagementAndGeneral |
| Fundraising | 5871 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14071 | Total |
| Management And General | 14071 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3281 | Total |
| Management And General | 510 | ManagementAndGeneral |
| Fundraising | 2771 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1065 | Total |
| Management And General | 1065 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| UNCOLLECTED PLEDGES | 3245 | 3245 | |
| AWARDS | 229 | 229 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 264419 | Total |
| Program Services | 181768 | ProgramServices |
| Management And General | 57615 | ManagementAndGeneral |
| Fundraising | 25036 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 117271 | BOY |
| EOY | 111418 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5112 | BOY |
| EOY | 5275 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3142 | BOY |
| EOY | 3139 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47395 | BOY |
| EOY | 43617 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 760365 | BOY |
| EOY | 664205 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48177 | BOY |
| EOY | 47624 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 981462 | BOY |
| EOY | 875278 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24352 | BOY |
| EOY | 28552 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42409 | BOY |
| EOY | 42101 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66761 | BOY |
| EOY | 70653 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 526586 | BOY |
| EOY | 450745 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88115 | BOY |
| EOY | 53880 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 300000 | BOY |
| EOY | 300000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 914701 | BOY |
| EOY | 804625 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 981462 | BOY |
| EOY | 875278 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -53007 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -57069 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 303590 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 230662 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 238630 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 237941 | CurrentTaxYearMinus1Year |
| Current Tax Year | 201717 | CurrentTaxYear |
| Total | 1212540 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 303590 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 230662 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 238630 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 237941 | CurrentTaxYearMinus1Year |
| Current Tax Year | 201717 | CurrentTaxYear |
| Total | 1212540 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 1212540 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 29161 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20915 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17580 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19541 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17865 | CurrentTaxYear |
| Total | 105062 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 29161 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20915 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17580 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19541 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17865 | CurrentTaxYear |
| Total | 105062 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 445 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 425 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 75 | CurrentTaxYearMinus2Years |
| Total | 945 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 333196 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 252002 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 256285 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 257482 | CurrentTaxYearMinus1Year |
| Current Tax Year | 219582 | CurrentTaxYear |
| Total | 1318547 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.91960 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.91460 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.07970 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.08440 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 388115 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -24235 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 10000 | GrantsOrScholarships |
| End Of Year Balance | 353880 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 352097 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 46264 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 10246 | GrantsOrScholarships |
| End Of Year Balance | 388115 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 343720 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 30877 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 22500 | GrantsOrScholarships |
| End Of Year Balance | 352097 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 372888 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -29168 | InvestmentEarningsOrLosses |
| End Of Year Balance | 343720 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| PREPAID EXPENSES | 398 |
| CASH SURRENDER VALUE LIFE INSURANCE | 5125 |
| DEFERRED COMPENSATION - MARKETABLE SECURITIES | 42101 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 47624 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED COMPENSATION | Description |
| Amount | $42,101 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 42101 | TotalOfAmounts |
| Total Revenue | 211412 | TotalRevenue |
| Total Expenses | 264419 | TotalExpenses |
| Excess Or Deficit For Year | -53007 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -57069 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -57069 | TotalAdjustments |
| Excess Or Deficit Per FS | -110076 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 151915 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -57069 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -57069 | RevenueNotRptdF990 |
| Revenue Subtotal | 208984 | RevenueSubtotal |
| Investment Expenses Not Included | 2428 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2428 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 211412 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 261991 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 261991 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 2428 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 2428 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 264419 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | Identifier |
| Return Reference | PART V, LINE 4: | ReturnReference |
| Explanation | ENDOWMENT FUNDS ARE RESTRICTED TO FUND THE VOLUNTEER LAWYERS PROGRAM. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ERIE COUNTY BAR ASSOCIATION VOLUNTEER LAWYERS PROJECT INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 237 MAIN STREET SUITE 1000 | AddressLine1 |
| City | BUFFALO | City |
| State | NY | State |
| ZIP Code | 14203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 161337417 | EINOfRecipient |
| IRC Section | 501(C)3 | IRCSection |
| Amount Of Cash Grant | 10000 | AmountOfCashGrant |
| Method Of Valuation | FMV | MethodOfValuation |
| Purpose Of Grant | TO PROVIDE PRO BONO LEGAL SERVICES TO THOSE IN NEED. | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | CASH ASSISTANCE AND COUNSELING TO PROVIDE STABILITY TO INDIGIENT MEMBERS OF THE BAR ASSOCIATION OF ERIE COUNTY. | TypeOfGrant |
| Number Of Recipients | 34 | NumberOfRecipients |
| Amount Of Cash Grant | 160619 | AmountOfCashGrant |
| Method Of Valuation | FMV | MethodOfValuation |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: A MAJOR PURPOSE OF THE FOUNDATION IS TO ASSIST ATTORNEYS AND THEIR FAMILIES WHO ARE IN FINANCIAL NEED THROUGH THE FORM OF LOANS AND GRANTS. GRANTEES ARE THOROUGHLY SCREENED BEFORE A DECISION BY THE BOARD IS MADE TO PROVIDE ASSISTANCE. COUNSELING IS PROVIDED AS A PART OF THE GRANT-IN-AID PROCESS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A BOARD MEMBER OF THE ERIE COUNTY BAR FOUNDATION PERFORMS AN IN-DEPTH REVIEW OF THE FORM 990 BEFORE IT IS FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | AT EACH BOARD MEETING, A LIST OF CONFLICTS IS INCLUDED ON A DISCLOSURE STATEMENT. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE DIRECTOR MAKES RECOMMENDATIONS FOR STAFF COMPENSATION TO THE FINANCE COMMITTEE BASED ON SEVERAL FACTORS SPECIFIC TO THE ORGANIZATION. THE FINANCE COMMITTEE APPROVES THE FIGURES AND DISCLOSES THEIR DECISION TO THE BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL OF THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -57,069. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BAR ASSOCIATION OF ERIE COUNTY | |||||||||||
| 438 MAIN ST SUITE 600 | BUFFALO | NY | 14202 | 160341905 | TO PROMOTE REFORM IN LAW AND CULTIVATE THE SCIENCE OF JURISPRUDENCE. | NY | 501(C)6 | N/A | 0 | ||
| ERIE INSTITUTE OF LAW | |||||||||||
| 438 MAIN ST SUITE 600 | BUFFALO | NY | 14202 | 161438455 | TO PROVIDE CONTINUING LEGAL EDUCATION TO BAR ASSOC OF ERIE COUNTY MEMBERS | NY | 501(C)3 | 0 | 9 | BAR ASSOCIATION OF ERIE COUNTY | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| BAR ASSOCIATION OF ERIE COUNTY | ||
| C | 1290 | FMV |
| BAR ASSOCIATION OF ERIE COUNTY | ||
| M | 14071 | FMV |
| BAR ASSOCIATION OF ERIE COUNTY | ||
| N | 38899 | FMV |
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