Totals
- Total revenue
- $808,241
- Total expenses
- $1,331,467
- Contributions and grants received
- $124,361
- Grants paid
- $0
- Program service revenue
- $334,035
- Investment income
- $0
- Other revenue
- $349,845
- Total assets, end of year
- $1,576,066
- Total liabilities, end of year
- $17,554,442
- Net assets or fund balances, end of year
- -$15,978,376
- Program services expenses (Part IX)
- $880,101
- Management and general expenses
- $451,366
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $880,101
Program services were 66.1% 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.
-
1f · All other contributions, gifts and grants
$124,361
-
2a · Program service revenue: EDUCATIONAL SEMINARS
total $208,414 · related or exempt $200,914 · unrelated business $7,500
-
2b · Program service revenue: LAWYER REFERRAL FEES A
total $74,955 · related or exempt $74,955
-
2c · Program service revenue: PUBLICATIONS
total $48,906 · related or exempt $48,906
-
2d · Program service revenue: SUBSCRIPTION INCOME
total $1,760 · unrelated business $1,760
-
5 · Royalties
total $4,845 · unrelated business $4,845
-
11a · Other revenue: ACILITY EXPENSE REIMBU
total $345,000 · excluded $345,000
-
11e · Other revenue, total
$345,000
Functional expenses
Part IX, the statement of functional expenses.
-
11c · Fees: accounting
total $11,400 · program services $7,535 · management and general $3,865
-
12 · Advertising and promotion
total $3,104 · program services $2,052 · management and general $1,052
-
13 · Office expenses
total $86,070 · program services $56,893 · management and general $29,177
-
14 · Information technology
total $18,134 · program services $11,987 · management and general $6,147
-
16 · Occupancy
total $329,569 · program services $217,845 · management and general $111,724
-
17 · Travel
total $9,989 · program services $6,603 · management and general $3,386
-
19 · Conferences, conventions and meetings
total $137,599 · program services $90,953 · management and general $46,646
-
20 · Interest
total $60,000 · program services $39,660 · management and general $20,340
-
21 · Payments to affiliates
total $464,004 · program services $306,707 · management and general $157,297
-
22 · Depreciation, depletion and amortization
total $133,292 · program services $88,106 · management and general $45,186
-
23 · Insurance
total $14,805 · program services $9,786 · management and general $5,019
-
24a · Other expenses: MISCELLANEOUS EXPENSE
total $63,076 · program services $41,693 · management and general $21,383
-
24b · Other expenses: DUES AND SUBSCRIPTIONS
total $425 · program services $281 · management and general $144
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $120,405 · end of year $106,197
-
4 · Accounts receivable
beginning of year $5,000 · end of year $34,000
-
9 · Prepaid expenses and deferred charges
beginning of year $44,171 · end of year $38,122
-
10a · Land, buildings and equipment: cost or other basis
$6,257,801
-
10b · Land, buildings and equipment: accumulated depreciation
$4,860,054
-
10c · Land, buildings and equipment, net
beginning of year $1,509,347 · end of year $1,397,747
-
17 · Accounts payable and accrued expenses
beginning of year $100,174 · end of year $58,302
-
23 · Secured mortgages and notes payable
beginning of year $17,033,899 · end of year $17,496,140
-
27 · Net assets without donor restrictions
beginning of year -$15,455,150 · end of year -$15,978,376
Mission and programs · 2022
Mission
THE INSTITUTE DEVELOPS AND DELIVERS EDUCATIONAL PROGRAMS; PUBLISHES SCHOLARLY PUBLICATIONS; DEVELOPS AND IMPLEMENTS COMMUNITY AND PUBLIC SERVICE PROGRAMS; AND PROMOTES THE ADMINISTRATION OF JUSTICE AND RESPECT FOR THE LAW.
-
EDUCATIONAL SEMINARS AND CONFERENCES
Expenses $544,453 · Revenue $210,174
-
PUBLICATIONS
Expenses $132,529 · Revenue $48,906
-
PUBLIC SERVICES
Expenses $203,119 · Revenue $74,955
As filed on the 2022 return.
Listed in Part VII
-
Damian J TurcoDAMIAN J TURCO
PRESIDENT-ELECT
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Grace V B GarciaGRACE V B GARCIA
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Michael H HaydenMICHAEL H HAYDEN
TREASURER
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Samuel A SegalSAMUEL A SEGAL
SECRETARY
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Victoria M Santoro MairVICTORIA M SANTORO MAIR
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Anthony J BenedettiANTHONY J BENEDETTI
EXEC MGT BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Denis SquillanteDENIS SQUILLANTE
EXEC MGT BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Georgia K CritsleyGEORGIA K CRITSLEY
EXEC MGT BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Hon Bonnie H MacLeod RetHON BONNIE H MACLEOD RET
EXEC MGT BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Jane EdenJANE EDEN
EXEC MGT BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
John J VasapolliJOHN J VASAPOLLI
EXEC MGT BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Marc A MocciaMARC A MOCCIA
EXEC MGT BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Marissa N Soto-OrtizMARISSA N SOTO-ORTIZ
EXEC MGT BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Marsha V KazarosianMARSHA V KAZAROSIAN
EXEC MGT BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Martin F Kane IIMARTIN F KANE II
EXEC MGT BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Peter ElikannPETER ELIKANN
EXEC MGT BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Shampagne L RobinsonSHAMPAGNE L ROBINSON
EXEC MGT BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Shayla MombeleurSHAYLA MOMBELEUR
EXEC MGT BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Martin W HealyMARTIN W HEALY
CHIEF OPERATING OFFICER & CHIEF LEGAL COUNSEL
- Total calculated
- $575,758
- From this org
- $0
- From related orgs
- $500,000
- Other
- $75,758
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $500,000 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $47,111 related
- Nontaxable benefits
- $0 + $28,647 related
- Filer's total
- $0 + $575,758 related
-
Mark DohertyMARK DOHERTY
DIRECTOR, FISCAL OPERATION
- Total calculated
- $161,994
- From this org
- $0
- From related orgs
- $138,403
- Other
- $23,591
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $138,403 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $10,379 related
- Nontaxable benefits
- $0 + $13,212 related
- Filer's total
- $0 + $161,994 related
-
Terence WelshTERENCE WELSH
PRESIDENT, MBA INSURANCE A
- Total calculated
- $622,533
- From this org
- $0
- From related orgs
- $550,273
- Other
- $72,260
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $550,273 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $50,016 related
- Nontaxable benefits
- $0 + $22,244 related
- Filer's total
- $0 + $622,533 related
-
Patricia O WalshPATRICIA O WALSH
EXEC. VICE PRESIDENT, MBA
- Total calculated
- $314,859
- From this org
- $0
- From related orgs
- $267,735
- Other
- $47,124
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $267,735 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $28,272 related
- Nontaxable benefits
- $0 + $18,852 related
- Filer's total
- $0 + $314,859 related
-
Lisa FerraraLISA FERRARA
DIRECTOR, MEMBERSHIP & PROGRAMS
- Total calculated
- $155,809
- From this org
- $0
- From related orgs
- $130,000
- Other
- $25,809
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $130,000 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $14,300 related
- Nontaxable benefits
- $0 + $11,509 related
- Filer's total
- $0 + $155,809 related
-
Don BottsDON BOTTS
DIRECTOR OF INFORMATION TE
- Total calculated
- $150,783
- From this org
- $0
- From related orgs
- $120,193
- Other
- $30,590
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $120,193 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $16,828 related
- Nontaxable benefits
- $0 + $13,762 related
- Filer's total
- $0 + $150,783 related
-
Jason ScallyJASON SCALLY
DIRECTOR COMMUNICATIONS &
- Total calculated
- $165,229
- From this org
- $0
- From related orgs
- $126,700
- Other
- $38,529
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $126,700 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $13,943 related
- Nontaxable benefits
- $0 + $24,586 related
- Filer's total
- $0 + $165,229 related
-
Lee ConstantineLEE CONSTANTINE
DIRECTOR OF POLICY & OPERA
- Total calculated
- $159,942
- From this org
- $0
- From related orgs
- $121,875
- Other
- $38,067
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $121,875 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $13,145 related
- Nontaxable benefits
- $0 + $24,922 related
- Filer's total
- $0 + $159,942 related
-
Elizabeth O'NeilELIZABETH O'NEIL
DIRECTOR, COMMUNITY & PUBLIC SERVICES
- Total calculated
- $138,009
- From this org
- $0
- From related orgs
- $115,000
- Other
- $23,009
- Hours/week
- 1 + 40 related
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
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
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.
-
501(C)(6) · PROMOTE THE LAW TO BOTH THE PUBLIC AND LEGAL PROFESSION. · MA
-
MASSACHUSETTS BAR FOUNDATION INC
501(C)(3) · COLLECT AND DISTRIBUTE FUNDS TO PROGRAMS THROUGHOUT MASSACHUSETTS · MA
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
MBA INSURANCE AGENCY INC
C · BROKER OF PROFESSIONAL LIABILITY INSURANCE · MA
Directly controlled by MASSACHUSETTS BAR ASSOCIATION
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 6 June 2024
- IRS schema version
- 2022v5.0
- Source object
- 202441589349300419
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