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← BOSTON BAR ASSOCIATION

Form 990 for tax year 2022

Filed by BOSTON BAR ASSOCIATION.

Totals

Total revenue
$4,935,255
Total expenses
$5,086,009
Contributions and grants received
$3,373,488
Grants paid
$66,480
Program service revenue
$1,352,841
Investment income
$50,330
Other revenue
$158,596
Total assets, end of year
$8,433,676
Total liabilities, end of year
$4,042,498
Net assets or fund balances, end of year
$4,391,178
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.

  • 1b · Membership dues

    $3,231,616

  • 1f · All other contributions, gifts and grants

    $141,872

  • 2a · Program service revenue: BEACON AWARDS

    total $465,245 · related or exempt $465,245

  • 2b · Program service revenue: CONTRACTED SERVICES

    total $360,000 · related or exempt $360,000

  • 2c · Program service revenue: CONTINUING LEGAL SERVI

    total $326,557 · related or exempt $326,557

  • 2d · Program service revenue: REFERRAL SERVICE FEES

    total $143,154 · related or exempt $143,154

  • 2e · Program service revenue: PROGRAM SPONSORSHIPS

    total $48,949 · related or exempt $47,449 · unrelated business $1,500

  • 2f · All other program service revenue

    total $8,936 · related or exempt $8,936

  • 3 · Investment income

    total $50,231 · excluded $50,231

  • 5 · Royalties

    total $96,790 · unrelated business $96,790

  • 7a · Gross sales of assets other than inventory

    securities $182,336

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

    securities $182,237

  • 7c · Gain or loss

    securities $99

  • 7d · Net gain or loss

    total $99 · excluded $99

  • 11a · Other revenue: MEMBER BENEFITS

    total $60,135 · unrelated business $58,154 · excluded $1,981

  • 11b · Other revenue: MORTGAGE INCOME

    total $1,671 · excluded $1,671

  • 11e · Other revenue, total

    $61,806

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $66,480

  • 7 · Other salaries and wages

    total $2,854,628

  • 9 · Other employee benefits

    total $286,175

  • 10 · Payroll taxes

    total $224,385

  • 11c · Fees: accounting

    total $39,225

  • 11f · Fees: investment management

    total $2,116

  • 11g · Fees: other

    total $81,045

  • 13 · Office expenses

    total $28,550

  • 14 · Information technology

    total $279,797

  • 16 · Occupancy

    total $348,412

  • 19 · Conferences, conventions and meetings

    total $381,661

  • 22 · Depreciation, depletion and amortization

    total $164,549

  • 23 · Insurance

    total $28,963

  • 24a · Other expenses: TAXES

    total $73,978

  • 24b · Other expenses: PRINTED MATERIALS AND M

    total $96,868

  • 24c · Other expenses: OTHER PERSONNEL EXPENSE

    total $60,513

  • 24d · Other expenses: MISCELLANEOUS

    total $35,084

  • 24e · All other expenses

    total $33,580

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $129,063 · end of year $353,192

  • 2 · Savings and temporary cash investments

    beginning of year $2,936,450 · end of year $1,282,635

  • 4 · Accounts receivable

    beginning of year $55,803 · end of year $40,027

  • 7 · Other notes and loans receivable

    beginning of year $41,983 · end of year $10,812

  • 9 · Prepaid expenses and deferred charges

    beginning of year $138,179 · end of year $148,329

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

    $3,590,012

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

    $1,759,735

  • 10c · Land, buildings and equipment, net

    beginning of year $1,994,826 · end of year $1,830,277

  • 11 · Investments: publicly traded securities

    end of year $1,591,012

  • 14 · Intangible assets

    beginning of year $221,491 · end of year $164,728

  • 15 · Other assets

    beginning of year $615,080 · end of year $3,012,664

  • 17 · Accounts payable and accrued expenses

    beginning of year $569,203 · end of year $584,008

  • 19 · Deferred revenue

    beginning of year $562,436 · end of year $592,169

  • 25 · Other liabilities

    beginning of year $520,011 · end of year $2,866,321

  • 27 · Net assets without donor restrictions

    beginning of year $4,481,225 · end of year $4,391,178

Mission and programs · 2022

Mission

TO ADVANCE THE HIGHEST STANDARDS OF EXCELLENCE FOR THE LEGAL PROFESSION, TO FACILITATE ACCESS TO JUSTICE, AND TO SERVE THE COMMUNITY AT LARGE. IN SUPPORT OF THIS MISSION, THE ASSOCIATION WILL STRIVE TO 1) FOSTER AN INCLUSIVE COMMUNITY OF LAWYERS BY IMPROVING THE QUALITY OF LIFE OF LAWYERS AS PEOPLE, AS MEMBERS OF A PROFESSION WITH LONGSTANDING VALUES AND TRADITIONS, AND AS CITIZEN-LAWYERS, 2) SERVE INDIVIDUAL MEMBERS AND PROVIDE THEM WITH THE TOOLS, RELATIONSHIPS, OPPORTUNITIES AND RESOURCES TO DEVELOP SUCCESSFUL CAREERS AND PRACTICES, 3) SERVE LAW FIRMS, IN-HOUSE LAW DEPARTMENTS, NON-PROFITS AND PUBLIC AGENCIES IN AND CLOSELY CONNECTED TO THE LEGAL PROFESSION, 4) INCREASE ACCESS TO JUSTICE FOR ALL, PROVIDE FOR THE FAIR AND EFFICIENT ADMINISTRATION OF JUSTICE, AND ENHANCE THE QUALITY OF THE LAW, 5) ENSURE THAT THE GOVERNANCE STRUCTURE, CAPACITY AND OPERATIONS OF THE ASSOCIATION ARE DYNAMIC AND SUITED TO THE TASK OF ACCOMPLISHING THE ASSOCIATION'S GOALS AND OBJECTIVES.

Activities or mission (Part I)

TO ADVANCE THE HIGHEST STANDARDS OF EXCELLENCE FOR THE LEGAL PROFESSION, TO FACILITATE ACCESS TO JUSTICE, AND TO SERVE THE COMMUNITY AT LARGE.

  • COMMUNICATIONS: HELPS THE BOSTON BAR ASSOCIATION IDENTIFY OPPORTUNITIES FOR STRATEGIC RELATIONSHIPS AND DEVELOPS TOOLS AND TACTICS FOR IMPLEMENTATION; FORMULATES MESSAGE DEVELOPMENT, CONSISTENT WITH THE BBA'S MISSION, ACROSS A VARIETY OF PLATFORMS; COUNSELS LEADERS TO COMMUNICATE WITH PRECISION, SPEED, AND CLARITY; COACHES LAWYERS AND OTHER MEMBERS OF THE LEGAL COMMUNITY TO USE A WIDE VARIETY OF COMMUNICATIONS PLATFORMS, INCLUDING NEW MEDIA, WITH CONFIDENCE AND INTEGRITY

  • GOVERNMENT RELATIONS: ADVISE ASSOCIATION LEADERSHIP AND MEMBERSHIP OF PUBLIC POLICY DEVELOPMENTS OF INTEREST TO THE BAR AND OF SIGNIFICANCE TO THE ADMINISTRATION OF JUSTICE.

  • COMMUNITY SERVICE: THE ROLE OF THE BBA IN SERVICE TO THE COMMUNITY IS PRIMARILY IN-KIND. STAFF OF THE BBA MANAGE AND ADMINISTER THE IOLTA GRANTS PROGRAM WHICH INCLUDES RECRUITING PROSPECTIVE GRANTEES, DISTRIBUTING RFPS, REVIEWING APPLICATIONS AND MAKING RECOMMENDATIONS TO THE BBF BOARD OF TRUSTEES. STAFF COMMUINICATE AND WORK WITH THE GRANTEES THROUGHOUT THE GRANT CYCLE. STAFF ALSO ACT AS LIAISON TO THE IOLTA COMMITTEE. THE BBA STAFF PROVIDE THE STAFFING FOR THE PLANNING AND MANAGEMENT OF THE ADAM'S BENEFIT, THE LARGEST FUNDRAISING ACTIVITY OF THE BBF. THESE FUNDS SUPPORT THE GRANTING TO COMMUNITY ORGANIZATIONS THROUGHOUT BOSTON.

  • SECTIONS - THE BOSTON BAR ASSOCIATION HELD APPROXIMATELY 205 BROWN BAG MEETINGS IN A VARIETY OF PRACTICE AREAS. THESE 1 TO 1.5 HOUR PROGRAMS FEATURE ONE OR TWO EXPERT SPEAKERS. PROGRAMS VARY IN STRUCTURE AND SUBSTANCE TO REACH THE DESIRED TARGET AUDIENCE, WHICH CAN BE EITHER NOVICE OR VERY EXPERIENCED. BROWN BAG MEETINGS CAN BE PLANNED QUICKLY, CREATING AN IDEAL FORUM TO DISCUSS VERY CURRENT 'HOT TOPICS AND LEGISLATION.

  • CONTINUING LEGAL EDUCATION: THE BOSTON BAR ASSOCIATION HELD APPROXIMATELY 30 CONTINUING LEGAL EDUCATION PROGRAMS AND CONFERENCES IN A VARIETY OF PRACTICE AREAS. THESE SEMINARS AND CONFERENCES COVER IN-DEPTH SUBJECTS DESIGNED TO PROVIDE PRACTITIONERS A COMPREHENSIVE OVERVIEW ON SPECIFIC AREAS OF LAW AND OFTEN INCLUDE A NETWORKING COMPONENT. CLE PROGRAMS ARE ALWAYS ACCOMPANIED BY WRITTEN MATERIALS. CLE PROGRAMS ARE ALWAYS AVAILABLE TO NON-BBA MEMBERS AND ARE PROVIDED TO MEMBERS AT A DISCOUNTED PRICE. BBA CLE PROGRAMS WELCOME OVER 1,500 ATTENDEES AT THE LIVE PROGRAMS, AND ARE VIEWED BY ANOTHER 1,155 PEOPLE ONLINE VIA LEARN ONLINE. THE MAIN OBJECTIVE OF THE BBA CLE PROGRAM IS TO FULFILL PART OF THE ORGANIZATION'S MISSION TO ADVANCE THE HIGHEST STANDARDS OF EXCELLENCE FOR THE LEGAL PROFESSION BY PROVIDING MEMBERS WITH THE TOOLS, RELATIONSHIPS, OPPORTUNITIES AND RESOURCES TO DEVELOP SUCCESSFUL CAREERS AND PRACTICES. CLE DOES THIS THROUGH EDUCATION. OUR CLE PROGRAMS ARE ALSO A GREAT PLATFORM TO ALLOW OUR MEMBERS TO SPEAK OR PRESENT ON A SPECIFIC TOPIC.

  • EVENTS - THE BBA AND BBF EVENTS BRING TOGETHER NOT ONLY THE BOSTON LEGAL COMMUNITY, BUT ALSO OUR BUSINESS COMMUNITIES, LEGISLATORS AND JUDGES IN A CONGENIAL ATMOSPHERE. THEY PROVIDE A FORUM FOR HONORING LAWYERS, LEGISLATORS, JUDGES, LAW FIRMS AND CORPORATIONS WHOSE PUBLIC SERVICE CONTRIBUTIONS ARE EXCEPTIONAL.

  • LAWYER REFERRAL SERVICE - THE BOSTON BAR ASSOCIATION LAWYER REFERRAL SERVICE (LRS) HELPS CLIENTS WITH SPECIFIC LEGAL PROBLEMS FIND THE RIGHT LEGAL RESOURCE TO ADDRESS THEIR UNIQUE NEEDS. THE LRS RECEIVED APPROXIMATELY 3,500 CALLS FROM PEOPLE SEEKING LEGAL ASSISTANCE. THE OBJECTIVE OF THE LRS IS TO HELP MEMBERS OF THE PUBLIC FIND THE APPROPRIATE RESOURCES AVAILABLE WHETHER IT BE AN ATTORNEY WHO SPECIALIZES IN THEIR LEGAL NEEDS, OR AN ATTORNEY WHO WILL HELP LOW-INCOME INDIVIDUALS WITH REDUCED FEE OR PRO BONO ASSISTANCE.

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

Listed in Part VII

  • Suma V Nair

    TREASUER

    Total calculated
    $0
    Hours/week
    2
  • Mark H Burak

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • William J Rocha

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Deborah J Manus

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Luke Cadigan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Matthew Vp McTygue

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2
  • Chinh H Pham

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2
  • Philip Y Brown

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Yvonne W Chan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Kate R Cook

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Katherine J Fick

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Stephen P Hall

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • John Hayes

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Christopher E Hart

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Liliana Ibara

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Shiva Karimi

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Garret D Lee

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Ingrid S Martin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Nigel W Long

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Melissa Sampson McMorrow

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Marc A Rubenstein

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Andrew P Strehle

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Robin A Walker

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Hannah Laws Kilson

    PRESIDENT ELECT

    Total calculated
    $0
    Hours/week
    1
  • Mark C Fleming

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • David M Friedman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Miranda Hooker

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Yalonda Taliss Howze

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Matthew J Lawlor Esq

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Mark Tan Lee

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • David J Nagle Esq

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Angela Onwuachi-Willig

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Kevin Prussia

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Barbara A Robb

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Joanna G Allison Esq

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Richard M Page Jr

    EXECUTIVE DIRECTOR

    Total calculated
    $372,024
    From this org
    $357,111
    From related orgs
    $0
    Other
    $14,913
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $357,111
    Bonus
    $0
    Other
    $0
    Deferred
    $9,150
    Nontaxable benefits
    $5,763
    Filer's total
    $372,024
  • Heather Leary

    CHIEF OPERATING OFFICER

    Total calculated
    $251,636
    From this org
    $230,817
    From related orgs
    $0
    Other
    $20,819
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $230,817
    Bonus
    $0
    Other
    $0
    Deferred
    $6,925
    Nontaxable benefits
    $13,894
    Filer's total
    $251,636
  • Sara Mackey

    DIR. OF PROFESSIONAL DEVELOPMENT

    Total calculated
    $157,067
    From this org
    $151,199
    From related orgs
    $0
    Other
    $5,868
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $151,199
    Bonus
    $0
    Other
    $0
    Deferred
    $4,536
    Nontaxable benefits
    $1,332
    Filer's total
    $157,067
  • Alex Burns

    DIR. OF FINANCE & ADMINISTRATION

    Total calculated
    $169,502
    From this org
    $149,951
    From related orgs
    $0
    Other
    $19,551
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $149,951
    Bonus
    $0
    Other
    $0
    Deferred
    $4,499
    Nontaxable benefits
    $15,052
    Filer's total
    $169,502
  • Mike Avitzur

    DIR. OF GOVERNMENT RELATIONS

    Total calculated
    $162,501
    From this org
    $143,218
    From related orgs
    $0
    Other
    $19,283
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $143,218
    Bonus
    $0
    Other
    $0
    Deferred
    $4,297
    Nontaxable benefits
    $14,986
    Filer's total
    $162,501
  • Chris Lavancher

    DATABASE & IS MANAGER

    Total calculated
    $152,475
    From this org
    $134,527
    From related orgs
    $0
    Other
    $17,948
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $134,527
    Bonus
    $0
    Other
    $0
    Deferred
    $4,036
    Nontaxable benefits
    $13,912
    Filer's total
    $152,475

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 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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.

  • BOSTON BAR FOUNDATION

    501(C)(3) · LEGAL SERVICES FOR UNDERSERVED, SUPPORT COMMUNITY OUTREACH PROGRAMS · MA · controlled entity

    Directly controlled by BOSTON BAR ASSOCIATION

Provenance

Return type
form_990
Tax year
2022
Filed
17 June 2024
IRS schema version
2022v5.0
Source object
202431769349300338

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