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Nonprofiteer
← PHILADELPHIA BAR ASSOCIATION

Form 990 for tax year 2023

Filed by PHILADELPHIA BAR ASSOCIATION.

Totals

Total revenue
$3,665,455
Total expenses
$3,683,239
Contributions and grants received
$0
Grants paid
$25,000
Program service revenue
$2,870,888
Investment income
$200,135
Other revenue
$594,432
Total assets, end of year
$4,274,124
Total liabilities, end of year
$1,245,552
Net assets or fund balances, end of year
$3,028,572
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.

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $1,599,437 · related or exempt $1,599,437

  • 2b · Program service revenue: LAWYER REFERRAL SERVICE

    total $503,148 · related or exempt $503,148

  • 2c · Program service revenue: CLE PROGRAMS

    total $429,311 · related or exempt $429,311

  • 2d · Program service revenue: MEETING SERVICES

    total $219,252 · related or exempt $219,252

  • 2e · Program service revenue: EDUCATION PROGRAMS

    total $119,740 · related or exempt $119,740

  • 3 · Investment income

    total $73,960 · excluded $73,960

  • 5 · Royalties

    total $395,000 · excluded $395,000

  • 7a · Gross sales of assets other than inventory

    securities $1,259,671

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

    securities $1,133,496

  • 7c · Gain or loss

    securities $126,175

  • 7d · Net gain or loss

    total $126,175 · excluded $126,175

  • 11a · Other revenue: OTHER INCOME

    total $199,432 · related or exempt $199,432

  • 11e · Other revenue, total

    $199,432

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $25,000

  • 5 · Compensation of officers, directors and key employees

    total $438,418

  • 7 · Other salaries and wages

    total $1,271,192

  • 8 · Pension plan contributions

    total $63,481

  • 9 · Other employee benefits

    total $133,791

  • 10 · Payroll taxes

    total $120,420

  • 11g · Fees: other

    total $159,052

  • 13 · Office expenses

    total $145,453

  • 14 · Information technology

    total $118,617

  • 16 · Occupancy

    total $55,000

  • 17 · Travel

    total $1,750

  • 19 · Conferences, conventions and meetings

    total $348,573

  • 22 · Depreciation, depletion and amortization

    total $49,852

  • 23 · Insurance

    total $52,087

  • 24a · Other expenses: OTHER MEMBER SERVICES

    total $290,746

  • 24b · Other expenses: EDUCATION PROGRAMS

    total $248,763

  • 24c · Other expenses: CLE PROGRAMS

    total $88,049

  • 24d · Other expenses: LAWYER REFERRAL SERVICE

    total $39,273

  • 24e · All other expenses

    total $33,722

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $487,926 · end of year $241,257

  • 4 · Accounts receivable

    beginning of year $222,655 · end of year $230,093

  • 9 · Prepaid expenses and deferred charges

    beginning of year $63,441 · end of year $76,696

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

    $269,885

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

    $101,899

  • 10c · Land, buildings and equipment, net

    beginning of year $205,721 · end of year $167,986

  • 11 · Investments: publicly traded securities

    beginning of year $2,552,212 · end of year $2,937,220

  • 15 · Other assets

    beginning of year $1,112,949 · end of year $620,872

  • 17 · Accounts payable and accrued expenses

    beginning of year $333,796 · end of year $334,461

  • 19 · Deferred revenue

    beginning of year $402,113 · end of year $290,219

  • 25 · Other liabilities

    beginning of year $1,112,949 · end of year $620,872

  • 27 · Net assets without donor restrictions

    beginning of year $2,796,046 · end of year $3,028,572

Mission and programs · 2023

Mission

THE MISSION OF THE PHILADELPHIA BAR ASSOCIATION IS TO SERVE THE PROFESSION AND THE PUBLIC BY PROMOTING JUSTICE, PROFESSIONAL EXCELLENCE AND RESPECT FOR THE RULE OF LAW. IN DOING SO, THE ASSOCIATION STRIVES TO FOSTER UNDERSTANDING OF, INVOLVEMENT IN AND ACCESS TO THE JUSTICE SYSTEM.

Activities or mission (Part I)

TO PROMOTE JUSTICE, PROFESSIONAL EXCELLENCE AND RESPECT FOR THE RULE OF LAW.

  • LAWYER REFERRAL SERVICE - PROVIDES LEGAL ADVICE TO THE GENERAL PUBLIC IN ORDER TO DETERMINE IF LITIGATION IS APPROPRIATE & REFER INDIVIDUALS TO QUALIFIED ATTORNEYS IF NECESSARY.

  • CONTINUING LEGAL EDUCATION, SECTION PROGRAMS, MEETING SERVICES - PROVIDE REQUIRED SEMINARS & COURSES TO AREA ATTORNEYS TO PROMOTE THE EXCHANGE OF IDEAS AMONG PROFESSIONALS IN A VARIETY OF LEGAL DISCIPLINES.

  • WEBSITE AND LEGAL PUBLICATIONS - PROVIDE REGIONAL LEGAL INFORMATION TO MEMBER ATTORNEYS.

  • THE ASSOCIATION CONTRIBUTES TO PHILADELPHIA VIP, A 501(C)(3) PRO BONO LAW ORGANIZATION.

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

Listed in Part VII

  • Wesley R Payne IV

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Marc J Zucker

    CHANCELLOR

    Total calculated
    $0
    Hours/week
    20
  • Jennifer S Coatsworth

    CHANCELLOR-ELECT

    Total calculated
    $0
    Hours/week
    10
  • Michael J Stackow

    SECRETARY

    Total calculated
    $0
    Hours/week
    5
  • Diane Penneys Edelman

    ASSISSTANT SECRETARY

    Total calculated
    $0
    Hours/week
    5
  • Matthew S Olesh

    TREASURER

    Total calculated
    $0
    Hours/week
    5
  • Dino Privitera

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    5
  • Kristine L Calalang

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Ryan Becker

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Katayun Jaffari

    VICE CHANCELLOR

    Total calculated
    $0
    Hours/week
    10
  • Bethany R Nikitenko

    CHAIR

    Total calculated
    $0
    Hours/week
    5
  • Stephen T Kulp

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    3
  • Josh Jt Byrne

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Jennifer Gomez Hardy

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Lauren M Banton

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Melanie J Foreman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Damaris L Garcia

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Denise M Mandi

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Angella Middleton

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Scott S Small

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Ying Zhou

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • William S Braveman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Anjelica N Hendricks

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Stephen T Kulp

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Bethany R Nikitenko

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Todd W Nothstein

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Nan Sato

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Helen Casale

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Abraham C Reich

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Melissa Ruth

    YTD CHAIR

    Total calculated
    $0
    Hours/week
    5
  • Deborah R Gross

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Tianna K Kalogerakis

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Hillary Ladov

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Vikram A Patel

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Jordan J Freeman

    YLD CHAIR ELECT

    Total calculated
    $0
    Hours/week
    5
  • Terrance J Reilly

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Meredith Zeitzer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Aneesah El-Amin-Jaamia

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Mark Mazzanti

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Marguerite C Weese

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Mary Kate Kalinich

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Natalie Klyashtorny

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Lawrence J Beaser

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Meredith S Auten

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Kelly J Fox

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Kristine L Calalang

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Ilya A Lipin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Wesley R Payne IV

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Danielle Banks

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Helen Casale

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Leonard A Bernstein

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Jonathan I Aronchick

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Mary Lemieux-Fillery

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Harvey L Hurdle Jr

    EXECUTIVE DIRECTOR

    Total calculated
    $247,155
    From this org
    $204,291
    From related orgs
    $0
    Other
    $42,864
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $204,291
    Bonus
    $0
    Other
    $0
    Deferred
    $13,725
    Nontaxable benefits
    $29,139
    Filer's total
    $247,155
  • Susan Knight

    CFO/DIRECTOR OF ADMINISTRA

    Total calculated
    $191,263
    From this org
    $172,624
    From related orgs
    $0
    Other
    $18,639
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $172,624
    Bonus
    $0
    Other
    $0
    Deferred
    $17,385
    Nontaxable benefits
    $1,254
    Filer's total
    $191,263
  • Andrew J McGinley

    DIRECTOR OF LAW AND POLICY

    Total calculated
    $126,731
    From this org
    $119,921
    From related orgs
    $0
    Other
    $6,810
    Hours/week
    35
  • Tara D Phoenix

    DIR OF CLE/ASSOC DIR OFFIC

    Total calculated
    $145,874
    From this org
    $126,749
    From related orgs
    $0
    Other
    $19,125
    Hours/week
    35
  • Wesley R Terry

    WEB MANAGER

    Total calculated
    $126,457
    From this org
    $116,480
    From related orgs
    $0
    Other
    $9,977
    Hours/week
    35

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 · Written employment contract

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

Provenance

Return type
form_990
Tax year
2023
Filed
16 April 2024
IRS schema version
2023v5.0
Source object
202431079349300713

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