Form 990 for tax year 2025
Filed by PUBLIC INVESTORS ADVOCATE BAR ASSOC INC.
Totals
- Total revenue
- $786,393
- Total expenses
- $728,234
- Contributions and grants received
- $251,117
- Grants paid
- $0
- Program service revenue
- $515,176
- Investment income
- $11,380
- Other revenue
- $8,720
- Total assets, end of year
- $481,946
- Total liabilities, end of year
- $7,305
- Net assets or fund balances, end of year
- $474,641
- Program services expenses (Part IX)
- $490,461
- Management and general expenses
- $237,773
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $490,461
Program services were 67.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
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.
-
1b · Membership dues
$174,117
-
1f · All other contributions, gifts and grants
$77,000
-
2a · Program service revenue: Advertising Income
total $10,095 · related or exempt $10,095
-
2b · Program service revenue: Bar Journal Income
total $1,002 · related or exempt $1,002
-
2c · Program service revenue: Seminars/Meetings
total $504,079 · related or exempt $504,079
-
3 · Investment income
total $11,380 · related or exempt $11,380
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: Rewards Card
total $8,720 · related or exempt $8,720
-
11e · Other revenue, total
$8,720
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $202,841 · program services $152,131 · management and general $50,710
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $26,766 · program services $20,075 · management and general $6,691
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $10,286 · program services $7,714 · management and general $2,572
-
10 · Payroll taxes
total $16,669 · program services $12,502 · management and general $4,167
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $1,615 · management and general $1,615
-
11c · Fees: accounting
total $6,998 · management and general $6,998
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $4,190 · management and general $4,190
-
13 · Office expenses
total $22,262 · management and general $22,262
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $224,889 · program services $224,889
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $15,900 · program services $15,900
-
23 · Insurance
total $5,550 · management and general $5,550
-
24a · Other expenses: Website Hosting/Maintenance
total $49,358 · management and general $49,358
-
24b · Other expenses: Policy
total $42,000 · program services $42,000
-
24c · Other expenses: Officer Expense
total $34,013 · management and general $34,013
-
24d · Other expenses: Board Meeting
total $22,769 · management and general $22,769
-
24e · All other expenses
total $42,128 · program services $15,250 · management and general $26,878
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $74,645 · end of year $82,924
-
2 · Savings and temporary cash investments
beginning of year $255,816 · end of year $325,987
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $3,294
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $16,000 · end of year $12,766
-
10a · Land, buildings and equipment: cost or other basis
$33,320
-
10b · Land, buildings and equipment: accumulated depreciation
$33,320
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
beginning of year $72,875 · end of year $56,975
-
15 · Other assets
end of year $0
-
17 · Accounts payable and accrued expenses
end of year $1,320
-
25 · Other liabilities
beginning of year $28,647 · end of year $5,985
-
31 · Retained earnings, endowment or other funds
beginning of year $390,689 · end of year $474,641
Mission and programs · 2025
Mission
TO PROMOTE INTERESTS OF THE PUBLIC INVESTOR IN SECURITIES AND ARBITRATION BY PROTECTING PUBLIC INVESTORS FROM ABUSES IN THE ARBITRATION PROCESS.
-
PIABA MEETINGS PROVIDE ASSOCIATION MEMEBERS THE OPPORTUNITY TO REVIEW, DISCUSS AND LEARN HOW CHANGES IN THE SECURITIES MARKETS, FEDERAL AND STATE LEGISLATIVE CHANGES, COURT RULINGS, AND SRO RULE CHANGES IMPACT PUBLIC INVESTORS AND PIABA MEMBERS IN THEIR REPRESENTATION OF INVESTORS.
Expenses $490,461 · Revenue $504,079
As filed on the 2025 return.
Listed in Part VII
-
Jennifer Shaw
Executive Director
- Total calculated
- $204,700
- From this org
- $188,500
- From related orgs
- $0
- Other
- $16,200
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $188,500
- Bonus
- not reported
- Other
- not reported
- Deferred
- $6,450
- Nontaxable benefits
- $9,750
- Filer's total
- $204,700
-
Lance McCardle
Treasurer
- Total calculated
- $0
- Hours/week
- 3
-
Courtney Werning
Vice President
- Total calculated
- $0
- Hours/week
- 15
-
Joshua Kons
Director
- Total calculated
- $0
- Hours/week
- 3
-
Richard Lewins
Director
- Total calculated
- $0
- Hours/week
- 3
-
W Scott Greco
Director
- Total calculated
- $0
- Hours/week
- 3
-
Craig Kuglar
Director
- Total calculated
- $0
- Hours/week
- 3
-
Jason Kane
Director
- Total calculated
- $0
- Hours/week
- 3
-
William Young
Director
- Total calculated
- $0
- Hours/week
- 3
-
Melinda Steuer
Director
- Total calculated
- $0
- Hours/week
- 3
-
Scott Silver
Director
- Total calculated
- $0
- Hours/week
- 3
-
Jon Furgison
Director
- Total calculated
- $0
- Hours/week
- 3
-
August Iorio
Secretary
- Total calculated
- $0
- Hours/week
- 3
-
Adam Gana
Director
- Total calculated
- $0
- Hours/week
- 15
-
Michael Bixby
President
- Total calculated
- $0
- Hours/week
- 15
-
Joe Wojciechowski
Vice President
- Total calculated
- $0
- Hours/week
- 15
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
- 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.
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 11 August 2026
- IRS schema version
- 2025v4.1
- Source object
- 202612239349300146
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