Form 990 for tax year 2023

Totals

Total revenue

$9,145,065

Total expenses

$9,394,780

Contributions and grants received

$34,701

Grants paid

$17,855

Program service revenue

$7,847,769

Investment income

$431,248

Other revenue

$831,347

Total assets, end of year

$19,926,795

Total liabilities, end of year

$5,686,410

Net assets or fund balances, end of year

$14,240,385

Program services expenses (Part IX)

$5,503,951

Management and general expenses

$3,890,829

Fundraising expenses

$0

Program service expenses (Part III)

$5,503,951

Program services were 58.6% 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.

Mission and programs · 2023

• CONTINUING LEGAL EDUCATION:THE CONTINUING LEGAL EDUCATION DEPARTMENT PROVIDES QUALITY LEARNING EXPERIENCES THAT MEET THE COMPETENCY NEEDS AND NORTH CAROLINA STATE BAR REGULATORY REQUIREMENTS FOR ATTORNEYS AND PARALEGALS. OUR EDUCATIONAL PROGRAMS ARE PRODUCED, RECORDED AND MADE AVAILABLE IN VARIOUS FORMATS INCLUDING LIVE IN-PERSON, WEBCAST, AND ON-DEMAND. HOUSED WITHIN THE DEPARTMENT IS OUR PUBLICATIONS DIVISION, WHICH PROVIDES A HOST OF PROFESSIONAL PRINT AND ELECTRONIC MATERIAL INCLUDING ATTORNEY DESKBOOKS, GUIDES AND PRACTICE MANUALS.

  Expenses $2,187,216 · Revenue $3,557,559

• MEMBERSHIP:THE MEMBERSHIP DEPARTMENT WORKS TO INFLUENCE THE CREATION AND DELIVERY OF MEMBER VALUE AND COMMUNICATE THAT VALUE TO MEMBERS AND POTENTIAL MEMBERS. ITS GOAL IS TO PROVIDE LAWYERS, JUDGES, PARALEGALS AND LAW STUDENTS WITH PRODUCTS, RESOURCES AND EXPERIENCES THAT WILL GUIDE AND SUPPORT THEM AT EVERY STAGE OF THEIR PROFESSIONAL JOURNEY. THIS DEPARTMENT ALSO PARTNERS WITH OUTSIDE VENDORS TO PROVIDE A RANGE OF DISCOUNTS ON PROFESSIONAL AND PERSONAL PRODUCTS AND SERVICES.

  Expenses $1,589,387 · Revenue $3,349,157

• COMMUNITIESTHE COMMUNITIES DEPARTMENT STRIVES TO ACCELERATE ENGAGEMENT, INTERCONNECTEDNESS, AND SHARED EXPERIENCES WITHIN GROUPS OF MEMBERS WITH COMMON INTERESTS. TO ACCOMPLISH THIS GOAL, THE DEPARTMENT PROVIDES A PATHWAY TO ENGAGEMENT THROUGH 43 COMMUNITIES (4 DIVISIONS, 8 COMMITTEES, AND 31 SECTIONS). THESE COMMUNITIES ARE GROUPED BASED ON PRACTICE AREA, AGE, YEARS IN PRACTICE, AND PROFESSIONAL INTERESTS. THE RESOURCES PROVIDED RANGE FROM LEADERSHIP OPPORTUNITIES TO SOCIAL AND EDUCATIONAL EVENTS TO INFORMATION SHARING THROUGH CONNECTED PLATFORMS.

  Expenses $1,150,350 · Grants $17,855 · Revenue $689,085

• CENTER FOR PRACTICE MANAGEMENT:THE CENTER FOR PRACTICE MANAGEMENT (CPM) IS A PRACTICE MANAGEMENT ASSISTANCE PROGRAM DESIGNED TO PROVIDE FREE, CONFIDENTIAL HELP TO MEMBER ATTORNEYS WITH TECHNOLOGY, MARKETING, MANAGEMENT AND FINANCE. CPM HAS BEEN DESIGNED AND IMPLEMENTED AS AN ALTERNATIVE TO HIGH-PRICED PRIVATE CONSULTANTS FOR NCBA MEMBERS. THE SERVICES OFFERED CAN BENEFIT ALL NCBA MEMBERS BUT ARE OF PARTICULAR IMPORTANCE FOR THE SIZABLE PORTION OF NCBA MEMBERS WHO WORK IN LAW FIRMS WITH FEWER THAN 10 ATTORNEYS AND WITHOUT PROFESSIONAL MANAGERIAL STAFF.GOVERNMENTAL AFFAIRS:THE OFFICE OF GOVERNMENTAL AFFAIRS (OGA) SERVES THE MEMBERSHIP OF THE NORTH CAROLINA BAR ASSOCIATION (ASSOCIATION) AT EVERY TURN OF THE LEGISLATIVE PROCESS. THE OGA TEAM PERFORMS AS AN EXPERIENCED AND EFFECTIVE ADVOCATE FOR ATTORNEYS THROUGHOUT NORTH CAROLINA ON A VARIETY OF LEGAL ISSUES BY ORGANIZING AND DIRECTING THE LOBBYING EFFORTS FOR THE ASSOCIATION. THE OGA ADVOCATES FOR THE PASSAGE OF ALL LEGISLATIVE PROPOSALS OR POSITIONS ADOPTED BY THE ASSOCIATION. THE OGA ALSO PROVIDES INFORMATION TO MEMBERS AND LEGISLATORS ABOUT PENDING LEGISLATION THAT MAY BE OF INTEREST TO AN ASSOCIATION SECTION OR COMMITTEE OR OF CONCERN TO THE PUBLIC, THE BENCH, OR THE BAR AS A WHOLE. MARKETING:THE MARKETING DEPARTMENT OVERSEES THE MARKETING OPERATIONS OF THE NCBA AND THE NORTH CAROLINA BAR FOUNDATION, INCLUDING OUR SOCIAL NETWORKING MESSAGING WITH SPECIFIC EMPHASIS ON FACEBOOK, TWITTER, LINKEDIN AND INSTAGRAM. LAWYER REFERRAL SERVICE:THE NORTH CAROLINA LAWYER REFERRAL SERVICE (LRS) IS A SERVICE OF THE NORTH CAROLINA BAR ASSOCIATION THAT PROVIDES FREE ATTORNEY REFERRALS TO MEMBERS OF THE PUBLIC. ATTORNEYS WHO ARE MEMBERS OF THE LRS AGREE TO PROVIDE CALLERS WITH AN INITIAL 30-MINUTE CONSULTATION FOR NO MORE THAN $50. APPROXIMATELY 25,000 REFERRALS ARE MADE YEARLY.ANNUAL MEETING:THE ANNUAL MEETING IS HELD EVERY JUNE IN A LOCATION DETERMINED BY THE BOARD OF GOVERNORS AS REQUIRED IN THE BY-LAWS OF THE ORGANIZATION. ALL MEMBERS OF THE ASSOCIATION ARE NOTIFIED MONTHS IN ADVANCE AND ARE ENCOURAGED TO ATTEND AND BENEFIT FROM THE EDUCATIONAL AND NETWORKING OPPORTUNITIES PROVIDED THROUGH THE MEETING. THE ELECTION OF OFFICERS, CHANGES IN BY-LAWS, AND APPROVAL OF THE DUES STRUCTURE ARE ACCOMPLISHED AT THE GENERAL SESSION.COMMUNICATIONS:THE EXTERNAL AFFAIRS AND COMMUNICATIONS DEPARTMENT OF THE NORTH CAROLINA BAR ASSOCIATION IS RESPONSIBLE FOR CONVEYING THE ACTIONS AND ACCOMPLISHMENTS OF THE NCBA TO OUR MEMBERS AND THE GENERAL PUBLIC. COMMUNICATIONS ARE DISTRIBUTED THROUGH THE WEEKLY ELECTRONIC NEWSLETTER, E-BAR; THROUGH THE OFFICIAL BLOG OF THE NCBA AND ITS COMMUNITIES, NCBARBLOG; VIA EMAIL THROUGH THE ASSOCIATION MANAGEMENT SYSTEM; AND THROUGH THE QUARTERLY DIGITAL MAGAZINE NORTH CAROLINA LAWYER, WHICH IS POSTED ON THE NCBA WEBSITE. THE DEPARTMENT ALSO WORKS CLOSELY WITH THE MARKETING DEPARTMENT TO SUPPORT SOCIAL MEDIA CONTENT AND DISTRIBUTION AND PROVIDES EXTENSIVE CONTENT AND EDITORIAL SUPPORT FOR THE WEBSITES OF THE NCBA AND THE NORTH CAROLINA BAR FOUNDATION.

  Expenses $576,998 · Revenue $486,185

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

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

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.

• NORTH CAROLINA BAR FOUNDATION

  501(c)(3) · Foster and Support Statewide Public Service and Pro Bono Programs · NC

Provenance

Return type

form_990

Tax year

2023

Filed

8 November 2024

IRS schema version

2023v5.1

Source object

202403139349301730

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