Skip to content
Nonprofiteer
← PHILADELPHIA BAR ASSOCIATION

Form 990 for tax year 2024

Filed by PHILADELPHIA BAR ASSOCIATION.

Totals

Total revenue
$4,061,931
Total expenses
$3,893,292
Contributions and grants received
$0
Grants paid
$83,473
Program service revenue
$3,281,016
Investment income
$243,793
Other revenue
$537,122
Total assets, end of year
$4,598,003
Total liabilities, end of year
$1,289,535
Net assets or fund balances, end of year
$3,308,468
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% 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.

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $1,540,357 · related or exempt $1,540,357

  • 2b · Program service revenue: LAWYER REFERRAL SERVICE

    total $610,799 · related or exempt $610,799

  • 2c · Program service revenue: CLE PROGRAMS

    total $534,825 · related or exempt $534,825

  • 2d · Program service revenue: MEETING SERVICES

    total $415,290 · related or exempt $415,290

  • 2e · Program service revenue: EDUCATION PROGRAMS

    total $179,745 · related or exempt $179,745

  • 3 · Investment income

    total $78,655 · excluded $78,655

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $395,000 · excluded $395,000

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $1,275,641

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

    securities $1,110,503

  • 7c · Gain or loss

    securities $165,138

  • 7d · Net gain or loss

    total $165,138 · excluded $165,138

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: OTHER INCOME

    total $142,122 · related or exempt $142,122

  • 11e · Other revenue, total

    $142,122

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $38,500

  • 2 · Grants to domestic individuals

    total $44,973

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $473,077

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $1,386,801

  • 8 · Pension plan contributions

    total $76,691

  • 9 · Other employee benefits

    total $121,628

  • 10 · Payroll taxes

    total $134,346

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $19,100

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $43,539

  • 11g · Fees: other

    total $141,158

  • 12 · Advertising and promotion

    total $60,234

  • 13 · Office expenses

    total $132,370

  • 14 · Information technology

    total $186,184

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $137,119

  • 17 · Travel

    total $16,739

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $188,324

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $73,479

  • 23 · Insurance

    total $57,243

  • 24a · Other expenses: OTHER MEMBER SERVICES

    total $368,997

  • 24b · Other expenses: EDUCATION PROGRAMS

    total $81,816

  • 24c · Other expenses: CLE PROGRAMS

    total $53,074

  • 24d · Other expenses: COMMITTEE ACTIVITIES

    total $35,054

  • 24e · All other expenses

    total $22,846

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $241,257 · end of year $217,487

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $317,162

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $230,093 · end of year $144,491

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $76,696 · end of year $73,002

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

    $288,005

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

    $158,228

  • 10c · Land, buildings and equipment, net

    beginning of year $167,986 · end of year $129,777

  • 11 · Investments: publicly traded securities

    beginning of year $2,937,220 · end of year $3,143,000

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $620,872 · end of year $573,084

  • 17 · Accounts payable and accrued expenses

    beginning of year $334,461 · end of year $330,304

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $290,219 · end of year $386,147

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $620,872 · end of year $573,084

  • 27 · Net assets without donor restrictions

    beginning of year $3,028,572 · end of year $3,308,468

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2024

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.

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Harvey L Hurdle Jr

    EXECUTIVE DIRECTOR

    Total calculated
    $269,691
    From this org
    $218,681
    From related orgs
    $0
    Other
    $51,010
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $209,982
    Bonus
    $8,699
    Other
    $0
    Deferred
    $16,964
    Nontaxable benefits
    $34,046
    Filer's total
    $269,691
  • Susan Knight

    CFO/DIRECTOR OF ADMINISTRATION

    Total calculated
    $203,386
    From this org
    $183,554
    From related orgs
    $0
    Other
    $19,832
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $176,651
    Bonus
    $6,903
    Other
    $0
    Deferred
    $18,578
    Nontaxable benefits
    $1,254
    Filer's total
    $203,386
  • Tara D Phoenix

    Dir OF CLE/Assoc Dir Office of

    Total calculated
    $157,058
    From this org
    $135,863
    From related orgs
    $0
    Other
    $21,195
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $130,589
    Bonus
    $5,274
    Other
    $0
    Deferred
    $10,284
    Nontaxable benefits
    $10,911
    Filer's total
    $157,058
  • Wesley R Terry

    WEB MANAGER

    Total calculated
    $134,876
    From this org
    $124,312
    From related orgs
    $0
    Other
    $10,564
    Hours/week
    35
  • Rachel Kipp

    DirECTOR of Comm. and MKTNG

    Total calculated
    $134,180
    From this org
    $105,578
    From related orgs
    $0
    Other
    $28,602
    Hours/week
    35
  • Andrea Morris Tracey

    Dir. of Member SVCS & OUTREACH

    Total calculated
    $128,135
    From this org
    $101,749
    From related orgs
    $0
    Other
    $26,386
    Hours/week
    35
  • Gabriella Fontan Venson

    Director of Law and Policy

    Total calculated
    $107,990
    From this org
    $106,736
    From related orgs
    $0
    Other
    $1,254
    Hours/week
    35
  • Jennifer S Coatsworth

    CHANCELLOR

    Total calculated
    $0
    Hours/week
    20
  • Dino Privitera

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    5
  • Ryan Becker

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Katayun Jaffari

    CHANCELLOR-ELECT

    Total calculated
    $0
    Hours/week
    10
  • Stephen T Kulp

    CHAIR

    Total calculated
    $0
    Hours/week
    5
  • Josh Jt Byrne

    BOARD MEMBER

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

    ASSISTANT SECRETARY

    Total calculated
    $0
    Hours/week
    5
  • William S Braveman

    BOARD MEMBER

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

    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

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Deborah R Gross

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Hillary Ladov

    BOARD MEMBER

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

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    3
  • Meredith Zeitzer

    BOARD MEMBER

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

    BOARD MEMBER

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

    BOARD MEMBER

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

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Danielle Banks

    BOARD MEMBER

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

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Ezra Wohlgelernter

    Vice Chancellor

    Total calculated
    $0
    Hours/week
    10
  • Deborah A Winokur

    Secretary

    Total calculated
    $0
    Hours/week
    5
  • Erin Lamb

    TREASURER

    Total calculated
    $0
    Hours/week
    5
  • Arly Smith-Pearson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Shahirah Brown

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Abel Garza

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Jahlee Hatchett

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Jordan Freeman

    YLD Chair

    Total calculated
    $0
    Hours/week
    5
  • Joyce Olaide Adelugba

    YLD CHAIR ELECT

    Total calculated
    $0
    Hours/week
    5
  • Harris J Chernow

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Eleni P Belisonzi

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Rebecca Levin Nayak

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Robert M Maxwell

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Thomas J Powers

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Robert M Careless

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Kathleen Kirkpatrick

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Chloe C Murray

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Caitlin M Sullivan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Hon Erin L Young

    BOARD MEMBER

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

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Niki Ingram

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Riley H Ross III

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Hon A Michael Snyder

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Hon Sandra M Moss

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Rochelle M Fedullo

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3
  • Daniella Price

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

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
2024
Filed
20 February 2025
IRS schema version
2024v5.1
Source object
202511609349301221

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.