2011-02-23T09:12:16-06:00 2010-06-30 CLARK SCHAEFER HACKETT & CO 150 E CAMPUS VIEW BLVD SUITE 100 COLUMBUS OH 43235 990 2009-07-01 311106236 THE COLUMBUS BAR ASSOCIATION COLU 6142214112 175 SOUTH THIRD STREET 11TH FLOOR COLUMBUS OH 43215 STEPHEN L MCINTOSH 6142214112 2011-02-09 1 Jane E Pfeifer 6148852208 2011-02-09 2009 2016-02-24 21:20:13Z STEPHEN L MCINTOSH 175 SOUTH THIRD STREET 11TH FLOOR COLUMBUS OH 43215 3806877 0 X WWW.CBALAW.ORG X 1984 OH TO BE THE LEADER IN ADVANCING THE JUSTICE SYSTEM FOR ALL. 15 15 31 1200 290514 104359 0 3026512 3133612 31472 -6542 34283 19079 3092267 3146149 31000 135300 0 1865595 1959236 0 0 1340401 1274419 3236996 3368955 -144729 -222806 4134889 4359234 2068502 2087203 2066387 2272031 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 2,200 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. THE ASSOCIATION PROCESSES APPROXIMATELY 3,200 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 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 0 1 16 0 1 31 1 1 1 0 0 0 0 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 KATHLEEN M TRAFFORD 1.00 X X 0 0 0 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 DAVID T PATTERSON 1.00 X 0 0 0 MARK C PETRUCCI 1.00 X 0 0 0 JAMES E PHILLIPS 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 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 GUTTENBERG 1.00 X 0 0 0 DAWN HAYS 1.00 X 0 0 0 ALEXANDER LAGUSCH 40.00 X X 215775 0 41785 FRANK DUFFY 40.00 X X 118520 0 14017 MARION SMITHBERGER 40.00 X 129906 0 23138 JILL SNITCHER MCQUIAN 40.00 X 97894 0 11264 BRUCE CAMPBELL 40.00 X 106600 0 9468 570801 0 88408 4 0 1 0 0 MEMBERSHIP DUES 541100 1016112 1016112 LAWYER REFERRAL SERVIC 541100 805196 805196 CONTINUING LEGAL EDUCA 541100 419496 419496 NOTARY PUBLIC 541100 290514 290514 ETHICS AND ADMISSIONS 541100 271537 271537 330757 330757 3133612 37257 37257 19079 19079 19079 19079 616929 660728 -43799 -43799 -43799 3146149 2818378 290514 37257 135300 768367 1190869 49262 9804 51415 331218 200283 ADMINISTRATIVE EXPENSE 224520 PRINTING 133118 MATERIALS 75526 MAILING 46124 COMMISSION CLERK AND RE 44768 108381 3368955 449 450 909186 1105303 249969 151342 607221 619123 2433011 1922048 646088 510963 1420722 1605271 118329 182860 182925 183922 4134889 4359234 433035 428615 951923 1028326 683544 630262 2068502 2087203 X 2066387 2272031 2066387 2272031 4134889 4359234 X 0 1 1 X 0 0 1 0 1078989 834315 244674 816538 631563 184975 537484 456170 81314 510963 DEFERRED COMPENSATION PLAN 458195 ACCUMULATED POST-RETIREMENT BENEFITS 172067 630262 Part X: Description of Uncertain Tax Positions Under FIN 48: 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 2006 are closed. 1 Columbus Bar Foundation 175 South 3rd Street Columbus OH 43215 237150505 501(c)(3) 145300 LAWYERS FOR JUSTICE PROGRAM AND GENERAL AMERICAN RED CROSS 2025 E STREET NW WASHINGTON DC 20006 530196605 501(c)(3) 5000 HAITIAN RELIEF 2 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. Other Information: Part IV: SCHEDULE I, PART II: THE SUM OF THE TWO CONTRIBUTIONS DO NOT AGREE WITH THE EXPENSE REPORTED ON FORM 990 PART IX. THE DIFFERENCE IS $15,000 THAT WAS ACCRUED AND EXPENSED IN ANOTHER PERIOD. X X 1 1 X X X X 0 1 0 ALEXANDER LAGUSCH 215775 0 0 0 0 0 26590 0 15195 0 257560 0 0 0 MARION SMITHBERGER 129906 0 0 0 0 0 12507 0 10631 0 153044 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 4a ALEXANDER LAGUSCH RECEIVED $113,646 FROM A 457 (f) PLAN THAT WAS THEN ADDED TO HIS W-2 FOR CALENDAR YEAR 2010. There are four individuals that hold key positions with the Organization that participate in a 457(b) plan. 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 PERSONS: (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 2C: THE PROCESS HAS NOT CHANGED SINCE THE FILING OF THE LAST 990. COLUMBUS BAR FOUNDATION 175 S THIRD STREET SUITE 1100 COLUMBUS OH 43215 237150505 TO SUPPORT THE CHARITABLE MISSION OF THE COLUMBUS BAR ASSOCIATION OH 501(C)(3) 509 (a)(1) N/A 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 151531 592619 1.00000 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 COLUMBUS BAR SERVICES INC D 2906 COLUMBUS BAR FOUNDATION B 145300