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Nonprofiteer
← MARYLAND STATE BAR ASSOCIATION INC

Form 990 for tax year 2022

Filed by MARYLAND STATE BAR ASSOCIATION INC.

Totals

Total revenue
$5,095,991
Total expenses
$5,551,444
Contributions and grants received
$26,161
Grants paid
$0
Program service revenue
$4,879,853
Investment income
-$56,359
Other revenue
$246,336
Total assets, end of year
$3,274,842
Total liabilities, end of year
$1,756,916
Net assets or fund balances, end of year
$1,517,926
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $26,161

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $3,025,618 · related or exempt $3,025,618

  • 2b · Program service revenue: PUBLICATIONS

    total $649,500 · related or exempt $525,945 · unrelated business $123,555

  • 2c · Program service revenue: CONTINUING LEGAL EDUCATION

    total $635,275 · related or exempt $635,275

  • 2d · Program service revenue: LAW OFFICE MGMT. PROGRAM

    total $456,826 · related or exempt $456,826

  • 2e · Program service revenue: OTHER PROGRAMS

    total $112,634 · related or exempt $112,634

  • 3 · Investment income

    total $34,021 · excluded $34,021

  • 5 · Royalties

    total $246,336 · excluded $246,336

  • 7a · Gross sales of assets other than inventory

    securities $2,119,684 · other assets $150

  • 7b · Less cost or other basis and sales expenses

    securities $2,210,214 · other assets $0

  • 7c · Gain or loss

    securities -$90,530 · other assets $150

  • 7d · Net gain or loss

    total -$90,380 · excluded -$90,380

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $1,809,571

  • 8 · Pension plan contributions

    total $75,674

  • 9 · Other employee benefits

    total $276,309

  • 10 · Payroll taxes

    total $134,828

  • 11c · Fees: accounting

    total $290,830

  • 11f · Fees: investment management

    total $133,573

  • 11g · Fees: other

    total $1,067,202

  • 12 · Advertising and promotion

    total $172,934

  • 13 · Office expenses

    total $44,573

  • 14 · Information technology

    total $16,928

  • 16 · Occupancy

    total $66,648

  • 17 · Travel

    total $163,914

  • 19 · Conferences, conventions and meetings

    total $709,961

  • 20 · Interest

    total $11,810

  • 22 · Depreciation, depletion and amortization

    total $11,586

  • 23 · Insurance

    total $12,981

  • 24a · Other expenses: PUBLICATIONS

    total $401,339

  • 24b · Other expenses: POSTAGE AND MAILING

    total $80,343

  • 24c · Other expenses: DUES & SUBSCRIPTIONS

    total $43,446

  • 24d · Other expenses: PAYROLL SERVICES

    total $20,406

  • 24e · All other expenses

    total $6,588

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,216,020 · end of year $854,465

  • 4 · Accounts receivable

    beginning of year $139,903 · end of year $131,786

  • 9 · Prepaid expenses and deferred charges

    beginning of year $105,296 · end of year $107,125

  • 10a · Land, buildings and equipment: cost or other basis

    $177,401

  • 10b · Land, buildings and equipment: accumulated depreciation

    $147,351

  • 10c · Land, buildings and equipment, net

    beginning of year $41,637 · end of year $30,050

  • 12 · Investments: other securities

    beginning of year $1,764,194 · end of year $2,000,666

  • 15 · Other assets

    beginning of year $733,910 · end of year $150,750

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,243,669 · end of year $930,524

  • 25 · Other liabilities

    beginning of year $974,051 · end of year $826,392

  • 27 · Net assets without donor restrictions

    beginning of year $1,646,929 · end of year $1,369,888

  • 28 · Net assets with donor restrictions

    beginning of year $136,311 · end of year $148,038

Mission and programs · 2022

Mission

THE ORGANIZATION'S MISSION IS TO EFFECTIVELY REPRESENT MARYLAND'S LAWYERS, TO PROVIDE MEMBER SERVICES AND TO PROMOTE PROFESSIONALISM, DIVERSITY IN THE LEGAL PROFESSION, ACCESS TO JUSTICE, SERVICE TO THE PUBLIC, AND RESPECT FOR THE RULE OF LAW.

Activities or mission (Part I)

REPRESENT MARYLAND'S LAWYERS, PROVIDE MEMBER SERVICES & PROMOTE RESPECT FOR THE RULE OF LAW

  • THE ASSOCIATION PUBLISHES PRINT AND ELECTRONIC LAW JOURNALS. "THE MARYLAND BAR JOURNAL" IS IS PUBLISHED BI-MONTHLY AND EACH ISSUE IS DEVOTED TO A LEGAL THEME. THE JOURNAL KEEPS MEMBERS ABREAST OF LEGAL TRENDS AND INFORMED ABOUT UPDATES AND CHANGES IN THE LAW. "THE LAWYERS MANUAL" IS THE MOST COMPREHENSIVE LAWYER AND JUDGE DIRECTORY IN MARYLAND WHICH ALSO INCLUDES A COMPLETE DIRECTORY OF GOVERNMENT AGENCIES.THE ASSOCIATION OFFERS A SERIES OF TWENTY-FOUR EASY-TO-READ GUIDES DESIGNED TO INFORM THE PUBLIC ABOUT COMMON LEGAL PROBLEMS. "MSBA BAR BRIEF" IS THE ELECTRONIC MONTHLY NEWSLETTER KEEPING MEMBERS ABREAST OF THE LATEST ASSOCIATION NEWS AND ISSUES, CALENDAR OF EVENTS, MEETINGS, LAW PRACTICE TIPS, AND ALERTS ON BREAKING NEWS THAT MARYLAND ATTORNEYS NEED TO KNOW.

  • THE ASSOCIATION IS ORGANIZED IN SECTIONS, TO PROMOTE THE INTERESTS OF PARTICULAR SEGMENTS OF THE MEMBERSHIP. THE THIRTY SECTIONS KEEP THE MEMBERSHIP INFORMED OF LEGISLATIVE ISSUES AND NEW DEVELOPMENTS IN VARIOUS FIELDS. IN ADDITION TO NETWORKING AND MENTORING OPPORTUNITIES, SECTIONS OFFER TIMELY PUBLICATIONS, SERVICES, AND MOST IMPORTANTLY, A COLLECTIVE VOICE TO IMPROVE THE PRACTICE OF LAW FOR MEMBERS AND THEIR CLIENTS.

  • THE ASSOCIATION'S ANNUAL AND MID-YEAR MEETINGS OFFER AN OPPORTUNITY TO EXCHANGE IDEAS WITH COLLEAGUES AND SHARPEN THEIR SKILLS THROUGH INSTRUCTIONAL SESSIONS AND PRESENTATIONS BY PROMINENT MEMBERS OF THE PROFESSION.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jason Deloach

    PRESIDENT

    Total calculated
    $0
    Hours/week
    10
  • Raphael Santini

    PRESIDENT ELECT

    Total calculated
    $0
    Hours/week
    1
  • Wm Carl Isler

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Marisa Trasatti

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • David P Shapiro

    IMMED PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • Harry S Johnson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Carl S Silverman

    PARLIMENTARIAN

    Total calculated
    $0
    Hours/week
    1
  • Gary Norman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Hon Anthony Vittoria

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Cynthia Leppert

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • James Robinson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Samuel Pulver

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • James Astrachan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Hon Myshala Middleton

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Hon Monise A Brown

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Benjamin Rupert

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Kimberly Lewis

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Laura Novello Fuggitti

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Shuaa Tajammul

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Scott Mirsky

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Dawinder Sidhu

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Natasha Nazareth

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Anne Coventry

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Pilar Nichols

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Jessica Markham

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Hon Kemp Hammond

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Marla Zide

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Stanford Gann Jr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Sean Elavia

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Krystle Acevedo Howard

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Daivd Coaxum

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Hon Lara Weathersbee

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Samantha Zanger Smith

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Terri Lowery

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Beatrice Thomas

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Ryan Dietrich

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Katilin Corey

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Lauren Lake

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Christian Noble

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Jasmine England-Caesar

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Kayla Vossler

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Anna S Sholl

    EXECUTIVE DIRECTOR

    Total calculated
    $204,573
    From this org
    $189,012
    From related orgs
    $0
    Other
    $15,561
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $189,012
    Bonus
    $0
    Other
    $0
    Deferred
    $5,670
    Nontaxable benefits
    $9,891
    Filer's total
    $204,573
  • Reena Shah

    EXEC. DIR. A2J

    Total calculated
    $162,963
    From this org
    $134,763
    From related orgs
    $0
    Other
    $28,200
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $134,763
    Bonus
    $0
    Other
    $0
    Deferred
    $4,043
    Nontaxable benefits
    $24,157
    Filer's total
    $162,963
  • Shaoli Katana

    ADVOCACY DIRECTOR

    Total calculated
    $110,895
    From this org
    $109,596
    From related orgs
    $0
    Other
    $1,299
    Hours/week
    45
  • Patricia Stockland

    CHIEF CONTENT OFFICER

    Total calculated
    $170,484
    From this org
    $144,135
    From related orgs
    $0
    Other
    $26,349
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $144,135
    Bonus
    $0
    Other
    $0
    Deferred
    $4,324
    Nontaxable benefits
    $22,025
    Filer's total
    $170,484

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Travel for companions
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202401369349309625

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