Totals
- Total revenue
- $887,408
- Total expenses
- $1,414,836
- Contributions and grants received
- $135,449
- Grants paid
- $0
- Program service revenue
- $403,830
- Investment income
- $0
- Other revenue
- $348,129
- Total assets, end of year
- $1,388,926
- Total liabilities, end of year
- $17,894,730
- Net assets or fund balances, end of year
- -$16,505,804
- Program services expenses (Part IX)
- $950,770
- Management and general expenses
- $464,066
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $950,770
Program services were 67.2% 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
$135,449
-
2a · Program service revenue: EDUCATIONAL SEMINARS
total $267,339 · related or exempt $259,839 · unrelated business $7,500
-
2b · Program service revenue: PUBLICATIONS
total $85,751 · related or exempt $85,751
-
2c · Program service revenue: LAWYER REFERRAL FEES A
total $49,475 · related or exempt $49,475
-
2d · Program service revenue: SUBSCRIPTION INCOME
total $1,265 · unrelated business $1,265
-
5 · Royalties
total $3,129 · unrelated business $3,129
-
11a · Other revenue: FACILITY EXPENSE REIMB
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 $12,450 · program services $8,366 · management and general $4,084
-
12 · Advertising and promotion
total $4,995 · program services $3,357 · management and general $1,638
-
13 · Office expenses
total $103,341 · program services $69,445 · management and general $33,896
-
14 · Information technology
total $16,486 · program services $11,079 · management and general $5,407
-
16 · Occupancy
total $340,248 · program services $228,647 · management and general $111,601
-
17 · Travel
total $1,667 · program services $1,120 · management and general $547
-
19 · Conferences, conventions and meetings
total $211,853 · program services $142,365 · management and general $69,488
-
20 · Interest
total $60,000 · program services $40,320 · management and general $19,680
-
21 · Payments to affiliates
total $464,004 · program services $311,811 · management and general $152,193
-
22 · Depreciation, depletion and amortization
total $125,035 · program services $84,024 · management and general $41,011
-
23 · Insurance
total $13,167 · program services $8,848 · management and general $4,319
-
24a · Other expenses: MISCELLANEOUS EXPENSE
total $60,825 · program services $40,874 · management and general $19,951
-
24b · Other expenses: DUES AND SUBSCRIPTIONS
total $765 · program services $514 · management and general $251
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $106,197 · end of year $70,472
-
4 · Accounts receivable
beginning of year $34,000 · end of year $1,000
-
9 · Prepaid expenses and deferred charges
beginning of year $38,122 · end of year $40,819
-
10a · Land, buildings and equipment: cost or other basis
$6,261,723
-
10b · Land, buildings and equipment: accumulated depreciation
$4,985,088
-
10c · Land, buildings and equipment, net
beginning of year $1,397,747 · end of year $1,276,635
-
17 · Accounts payable and accrued expenses
beginning of year $58,302 · end of year $63,102
-
25 · Other liabilities
beginning of year $17,496,140 · end of year $17,831,628
-
27 · Net assets without donor restrictions
beginning of year -$15,978,376 · end of year -$16,505,804
Mission and programs · 2023
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 $625,333 · Revenue $259,839
-
PUBLICATIONS
Expenses $206,370 · Revenue $85,751
-
PUBLIC SERVICES
Expenses $119,067 · Revenue $49,475
As filed on the 2023 return.
Listed in Part VII
-
Damian J TurcoDAMIAN J TURCO
CHAIR
- Total calculated
- $0
- Hours/week
- 2 + 2 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
-
Michael H HaydenMICHAEL H HAYDEN
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Paul J KlehmPAUL J KLEHM
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
-
Ruth A MattsonRUTH A MATTSON
EXEC MGT BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Samuel A SegalSAMUEL A SEGAL
TREASURER
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Shampagne L RobinsonSHAMPAGNE L ROBINSON
EXEC MGT BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Shayla MombeleurSHAYLA MOMBELEUR
SECRETARY
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Victoria M Santoro MairVICTORIA M SANTORO MAIR
PRESIDENT-ELECT
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Mark DohertyMARK DOHERTY
DIRECTOR, FISCAL OPERATIONS
- Total calculated
- $28,809
- From this org
- $0
- From related orgs
- $28,809
- Other
- $0
- Hours/week
- 1 + 40 related
-
Martin W HealyMARTIN W HEALY
CHIEF OPERATING OFFICER & CHIEF LEGAL COUNCIL
- Total calculated
- $576,495
- From this org
- $0
- From related orgs
- $500,000
- Other
- $76,495
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $500,000 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $50,246 related
- Nontaxable benefits
- $0 + $26,249 related
- Filer's total
- $0 + $576,495 related
-
Don BottsDON BOTTS
DIRECTOR OF INFORMATION TECHNOLOGY
- Total calculated
- $153,083
- From this org
- $0
- From related orgs
- $125,000
- Other
- $28,083
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $125,000 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $13,040 related
- Nontaxable benefits
- $0 + $15,043 related
- Filer's total
- $0 + $153,083 related
-
Jason ScallyJASON SCALLY
DIRECTOR COMMUNICATIONS & MEDIA
- Total calculated
- $162,448
- From this org
- $0
- From related orgs
- $126,700
- Other
- $35,748
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $126,700 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $13,434 related
- Nontaxable benefits
- $0 + $22,314 related
- Filer's total
- $0 + $162,448 related
-
Lisa FerraraLISA FERRARA
DIRECTOR, MEMBERSHIP & PROGRAMS
- Total calculated
- $153,703
- From this org
- $0
- From related orgs
- $130,000
- Other
- $23,703
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $130,000 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $13,154 related
- Nontaxable benefits
- $0 + $10,549 related
- Filer's total
- $0 + $153,703 related
-
Patricia O WalshPATRICIA O WALSH
EXEC. VICE PRESIDENT, MBA INSURANCE AGENCY
- Total calculated
- $312,250
- From this org
- $0
- From related orgs
- $267,735
- Other
- $44,515
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $267,735 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $27,638 related
- Nontaxable benefits
- $0 + $16,877 related
- Filer's total
- $0 + $312,250 related
-
Terence WelshTERENCE WELSH
PRESIDENT, MBA INSURANCE AGENY
- Total calculated
- $619,348
- From this org
- $0
- From related orgs
- $550,273
- Other
- $69,075
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $550,273 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $48,515 related
- Nontaxable benefits
- $0 + $20,560 related
- Filer's total
- $0 + $619,348 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
- 2023
- Filed
- 13 June 2025
- IRS schema version
- 2023v6.0
- Source object
- 202541679349300324
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