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← NEW YORK STATE BAR ASSOCIATION

Form 990 for tax year 2022

Filed by NEW YORK STATE BAR ASSOCIATION.

Totals

Total revenue
$19,781,307
Total expenses
$18,081,185
Contributions and grants received
$162,724
Grants paid
$144,000
Program service revenue
$18,054,364
Investment income
$1,564,219
Other revenue
$0
Total assets, end of year
$66,247,700
Total liabilities, end of year
$18,306,351
Net assets or fund balances, end of year
$47,941,349
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.

  • 1d · Related organizations

    $162,724

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $10,172,131 · related or exempt $10,172,131

  • 2b · Program service revenue: ADMIN FEES/ROYALTIES

    total $2,310,597 · related or exempt $2,310,597

  • 2c · Program service revenue: CONTINUING EDUCATION

    total $2,291,576 · related or exempt $2,291,576

  • 2d · Program service revenue: BOOKS/PUBLICATIONS

    total $1,161,298 · related or exempt $1,161,298

  • 2e · Program service revenue: SECTION PROGRAMS

    total $826,895 · related or exempt $826,895

  • 2f · All other program service revenue

    total $1,291,867 · related or exempt $1,016,953 · unrelated business $274,914

  • 3 · Investment income

    total $1,891,670 · excluded $1,891,670

  • 7a · Gross sales of assets other than inventory

    securities $8,423,950 · other assets $112,000

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

    securities $8,402,016 · other assets $461,385

  • 7c · Gain or loss

    securities $21,934 · other assets -$349,385

  • 7d · Net gain or loss

    total -$327,451 · excluded -$327,451

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $124,000

  • 2 · Grants to domestic individuals

    total $20,000

  • 5 · Compensation of officers, directors and key employees

    total $1,825,303

  • 7 · Other salaries and wages

    total $4,896,911

  • 8 · Pension plan contributions

    total $239,922

  • 9 · Other employee benefits

    total $957,461

  • 10 · Payroll taxes

    total $454,961

  • 11f · Fees: investment management

    total $248,104

  • 11g · Fees: other

    total $2,685,594

  • 12 · Advertising and promotion

    total $190,161

  • 13 · Office expenses

    total $1,416,342

  • 16 · Occupancy

    total $602,794

  • 17 · Travel

    total $420,623

  • 19 · Conferences, conventions and meetings

    total $2,072,904

  • 22 · Depreciation, depletion and amortization

    total $595,798

  • 23 · Insurance

    total $236,404

  • 24a · Other expenses: OTHER EXPENSES

    total $493,079

  • 24b · Other expenses: EQUIPMENT CONTRACTS

    total $351,407

  • 24c · Other expenses: BUILDING MAINT/REPAIRS

    total $131,884

  • 24d · Other expenses: AWARDS

    total $117,533

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,901,725 · end of year $5,743,627

  • 2 · Savings and temporary cash investments

    beginning of year $5,959,000 · end of year $5,445,276

  • 4 · Accounts receivable

    beginning of year $912,080 · end of year $989,877

  • 9 · Prepaid expenses and deferred charges

    beginning of year $664,392 · end of year $1,754,912

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

    $9,235,620

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

    $3,976,266

  • 10c · Land, buildings and equipment, net

    beginning of year $2,306,119 · end of year $5,259,354

  • 11 · Investments: publicly traded securities

    beginning of year $54,265,138 · end of year $46,903,974

  • 15 · Other assets

    beginning of year $0 · end of year $150,680

  • 17 · Accounts payable and accrued expenses

    beginning of year $861,399 · end of year $789,640

  • 19 · Deferred revenue

    beginning of year $6,095,477 · end of year $6,167,778

  • 25 · Other liabilities

    beginning of year $8,955,113 · end of year $11,348,933

  • 27 · Net assets without donor restrictions

    beginning of year $53,096,465 · end of year $47,941,349

Mission and programs · 2022

Mission

THE NEW YORK STATE BAR ASSOCIATION WAS CREATED TO CULTIVATE THE SCIENCE OF JURISPRUDENCE, PROMOTE REFORM IN THE LAW, FACILITATE THE ADMINISTRATION OF JUSTICE, AND ELEVATE THE STANDARD OF INTEGRITY, HONOR, PROFESSIONAL SKILL, AND COURTESY IN THE LEGAL PROFESSION.

Activities or mission (Part I)

TO CULTIVATE THE SCIENCE OF JURISPRUDENCE... (SEE PAGE 2, PART III, LINE 1 FOR COMPLETE MISSION)

  • ASSOCIATION EDUCATIONAL PROGRAMS: THE ASSOCIATION SPONSORS HUNDREDS OF CONTINUING LEGAL EDUCATION (CLE) PROGRAMS AND SEMINARS THROUGHOUT THE YEAR WHICH ARE AVAILABLE TO BOTH MEMBERS AND THE PUBLIC. CLE PROGRAMS, WHICH ARE HELD AT FACILITIES ACROSS THE STATE, PROVIDE ATTENDEES WITH SPECIFIC KNOWLEDGE AND TRAINING IN SUBJECT AREAS UTILIZED BY ATTORNEYS WORKING IN EDUCATION, THE PUBLIC SECTOR, THE CORPORATE ENVIRONMENT, AND IN PRIVATE PRACTICE. CLE PROGRAMS INCLUDE VARIOUS PUBLICATIONS, ONLINE PROGRAMS, LIVE PROGRAMS, TELECONFERENCES, RECORDED PROGRAMS, WEBINARS, AND WEBCASTS.

  • OTHER ASSOCIATION PROGRAMS: THE ASSOCIATION'S OTHER PROGRAM SERVICES INCULDE SPECIALIZED PROGRAMS IN GOVERNMENTAL RELATIONS, LAWYER ASSISTANCE, LAWYER REFERRAL AND INFORMATION SERVICES, PRACTICE MANAGEMENT SERVICES, AND PROGRAMS TO SUPPORT ATTORNEYS IN PRO-BONO WORK, THE LOCAL BAR ASSOCIATION, AND IN THE AREA OF LAW, YOUTH AND CITIZENSHIP. THE ASSOCIATION ALSO PUBLISHES THE NYSBA JOURNAL, THE STATE BAR NEWS, AND OTHER PUBLICATIONS WITH SUBSTANTIVE ARTICLES ON TIMELY LEGAL TOPICS, LEGISLATIVE ACTIONS, AND PUBLIC POLICY ISSUES.

  • ASSOCIATION SECTIONS AND COMMITTEES: THE ASSOCIATION SPONSORS AND SUPPORTS VARIOUS MEMBERSHIP SECTIONS AND COMMITTEES WHICH ARE INTENDED TO ENHANCE CAREER ADVANCEMENT OPPORTUNITIES FOR ASSOCIATION MEMBERS AND FURTHER THE ASSOCIATION'S MISSION. SECTIONS INCLUDE ANTITRUST, BUSINESS LAW, LITIGATION, FAMILY LAW, INTERNATIONAL, ELDER LAW, ENVIRONMENTAL LAW, CRIMINAL JUSTICE, INTELLECTUAL PROPERTY, LABOR AND EMPLOYMENT LAW, MUNICIPAL LAW, REAL PROPERTY LAW, TAX, TRUSTS AND ESTATES, AND OTHER SECTIONS. COMMITTEES INCLUDE VARIOUS SUBJECT AREAS OF INTEREST TO MEMBERS, INCLUDING SPECIAL COMMITTEES AND TASK FORCES WITH DEFINED TASKS AND GOALS.

As filed on the 2022 return.

Listed in Part VII

  • T ANDREW BROWN ESQ

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $48,126
    From this org
    $48,126
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • SHERRY LEVIN WALLACH ESQ

    PRESIDENT

    Total calculated
    $63,565
    From this org
    $63,565
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

  • TAA R GRAYS ESQ

    SECRETARY

    Total calculated
    $0
    Hours/week
    10

  • DOMENICK NAPOLETANO ESQ

    TREASURER

    Total calculated
    $0
    Hours/week
    10

  • MICHAEL J MCNAMARA ESQ

    VP 1ST DISTRICT

    Total calculated
    $0
    Hours/week
    4

  • DIANA S SEN ESQ

    VP 1ST DISTRICT

    Total calculated
    $0
    Hours/week
    4

  • PAULINE YEUNG-HA ESQ

    VP 2ND DISTRICT

    Total calculated
    $0
    Hours/week
    4

  • ELENA DEFIO KEAN ESQ

    VP 3RD DISTRICT

    Total calculated
    $0
    Hours/week
    4

  • NANCY SCIOCCHETTI ESQ

    VP 4TH DISTRICT

    Total calculated
    $0
    Hours/week
    4

  • HON JAMES P MURPHY

    VP 5TH DISTRICT

    Total calculated
    $0
    Hours/week
    4

  • RICHARD C LEWIS ESQ

    PRESIDENT-ELECT

    Total calculated
    $18,750
    From this org
    $18,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • MARK J MORETTI ESQ

    VP 7TH DISTRICT

    Total calculated
    $0
    Hours/week
    4

  • KATHLEEN MARIE SWEET ESQ

    VP 8TH DISTRICT

    Total calculated
    $0
    Hours/week
    4

  • HON ADAM SEIDEN

    VP 9TH DISTRICT

    Total calculated
    $0
    Hours/week
    4

  • MICHAEL A MARKOWITZ ESQ

    VP 10TH DISTRICT

    Total calculated
    $0
    Hours/week
    4

  • DAVID LOUIS COHEN ESQ

    VP 11TH DISTRICT

    Total calculated
    $0
    Hours/week
    4

  • MICHAEL A MARINACCIO ESQ

    VP 12TH DISTRICT

    Total calculated
    $0
    Hours/week
    4

  • ORIN J COHEN ESQ

    VP 13TH DISTRICT

    Total calculated
    $0
    Hours/week
    4

  • GREGORY K ARENSON ESQ

    MEMBER-AT-LARGE

    Total calculated
    $0
    Hours/week
    4

  • LAUREN E SHARKEY ESQ

    MEMBER-AT-LARGE

    Total calculated
    $0
    Hours/week
    4

  • SIMEON H BAUM ESQ

    MEMBER-AT-LARGE

    Total calculated
    $0
    Hours/week
    4

  • VIOLET E SAMUELS ESQ RN

    MEMBER-AT-LARGE

    Total calculated
    $0
    Hours/week
    4

  • SARAH E GOLD ESQ

    MEMBER-AT-LARGE

    Total calculated
    $0
    Hours/week
    4

  • LAMARR J JACKSON ESQ

    MEMBER-AT-LARGE

    Total calculated
    $0
    Hours/week
    4

  • CHRISTOPHER R RIANO ESQ

    MEMBER-AT-LARGE

    Total calculated
    $0
    Hours/week
    4

  • RONALD C MINKOFF ESQ

    MEMBER-AT-LARGE

    Total calculated
    $0
    Hours/week
    4

  • THOMAS J MARONEY ESQ

    MEMBER-AT-LARGE

    Total calculated
    $0
    Hours/week
    4

  • MIRNA M SANTIAGO ESQ

    MEMBER-AT-LARGE

    Total calculated
    $0
    Hours/week
    4

  • KAYLIN L WHITTINGHAM ESQ

    MEMBER-AT-LARGE

    Total calculated
    $0
    Hours/week
    4

  • MICHAEL R MAY ESQ

    VICE-PRESIDENT, SIXTH DISTRICT

    Total calculated
    $0
    Hours/week
    4

  • PAMELA MCDEVITT ESQ

    EXECUTIVE DIRECTOR

    Total calculated
    $392,541
    From this org
    $357,097
    From related orgs
    $0
    Other
    $35,444
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $357,097
    Bonus
    $0
    Other
    $0
    Deferred
    $18,300
    Nontaxable benefits
    $17,144
    Filer's total
    $392,541

  • PAULA DOYLE

    SENIOR DIRECTOR - HR

    Total calculated
    $209,700
    From this org
    $169,989
    From related orgs
    $0
    Other
    $39,711
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $169,989
    Bonus
    $0
    Other
    $0
    Deferred
    $10,199
    Nontaxable benefits
    $29,512
    Filer's total
    $209,700

  • KRISTIN M O'BRIEN

    SENIOR DIRECTOR - FINANCE

    Total calculated
    $197,468
    From this org
    $158,121
    From related orgs
    $0
    Other
    $39,347
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $158,121
    Bonus
    $0
    Other
    $0
    Deferred
    $9,487
    Nontaxable benefits
    $29,860
    Filer's total
    $197,468

  • KATHLEEN M BAXTER

    GENERAL COUNSEL

    Total calculated
    $197,887
    From this org
    $158,516
    From related orgs
    $0
    Other
    $39,371
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $158,516
    Bonus
    $0
    Other
    $0
    Deferred
    $9,511
    Nontaxable benefits
    $29,860
    Filer's total
    $197,887

  • DAVID P MIRANDA ESQ

    GENERAL COUNSEL

    Total calculated
    $209,903
    From this org
    $195,672
    From related orgs
    $0
    Other
    $14,231
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $195,672
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $14,231
    Filer's total
    $209,903

  • KATHERINE SUCHOCKI

    SENIOR DIRECTOR - CLE

    Total calculated
    $157,963
    From this org
    $146,370
    From related orgs
    $0
    Other
    $11,593
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $146,370
    Bonus
    $0
    Other
    $0
    Deferred
    $8,782
    Nontaxable benefits
    $2,811
    Filer's total
    $157,963

  • GERARD MCAVEY

    DIRECTOR OF MARKETING

    Total calculated
    $174,816
    From this org
    $147,500
    From related orgs
    $0
    Other
    $27,316
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $147,500
    Bonus
    $0
    Other
    $0
    Deferred
    $8,013
    Nontaxable benefits
    $19,303
    Filer's total
    $174,816

  • SUSAN DESANTIS

    CHIEF COMMUNICATIONS STRAT

    Total calculated
    $160,866
    From this org
    $133,550
    From related orgs
    $0
    Other
    $27,316
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $133,550
    Bonus
    $0
    Other
    $0
    Deferred
    $8,013
    Nontaxable benefits
    $19,303
    Filer's total
    $160,866

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

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART I, LINE 1A
THE ASSOCIATION'S WRITTEN TRAVEL AND EXPENSE POLICIES FOR THE PRESIDENT, PRESIDENT-ELECT, AND EXECUTIVE DIRECTOR PROVIDE FOR CERTAIN ADDITIONAL REIMBURSEMENTS IN RECOGNITION OF THESE INDIVIDUALS' SIGNIFICANT TRAVEL REQUIREMENTS WHILE INVOLVED IN ASSOCIATION MATTERS. WITH RESPECT TO FIRST CLASS TRAVEL, THESE INDIVIDUALS ARE ENTITLED TO SUCH UPGRADES, BUT ONLY IF THE FLIGHT EXCEEDS 3 HOURS, AND BUSINESS CLASS TRAVEL IS NOT OTHERWISE AVAILABLE. WITH RESPECT TO TRAVEL FOR COMPANIONS, THE ASSOCIATION'S POLICIES ALLOW REIMBURSEMENT FOR CERTAIN SPOUSAL TRAVEL, BUT SUCH REIMBURSEMENT IS LIMITED TO THE PRESIDENT, PRESIDENT-ELECT, AND EXECUTIVE DIRECTOR. WITH RESPECT TO REPORTABLE COMPENSATION, THE GENERAL POLICY OF THE ASSOCIATION IS NOT TO COMPENSATE OFFICERS OR DIRECTORS FOR THEIR ASSOCIATION RELATED WORK EFFORTS. HOWEVER, DURING THEIR TENURE, THE PRESIDENT AND PRESIDENT-ELECT, IN ADDITION TO EXTENSIVE TRAVEL ON BEHALF OF THE ASSOCIATION, HAVE CONSIDERABLE WORK RESPONSIBILITIES RELATED TO THEIR RESPECTIVE OFFICES. THIS COMMITMENT OF TIME AND EFFORT SIGNIFICANTLY REDUCES THEIR ABILITY TO ENGAGE IN THE NORMAL PRACTICE OF LAW. THE EXTENT OF THEIR ASSOCIATION WORK HAS A SIMILAR IMPACT ON THEIR IMMEDIATE SUPPORT STAFF, REGARDLESS OF THE PRACTICE SETTING. THIS COMMITMENT OF TIME BY THE PRESIDENT AND PRESIDENT-ELECT HAS SIGNIFICANT NEGATIVE FINANCIAL IMPLICATIONS TO THEIR PRACTICE. TO AMELIORATE A PORTION OF THE FINANCIAL IMPACT OF SERVING AS PRESIDENT AND PRESIDENT-ELECT, AND TO HELP ENSURE THAT IN THE FUTURE THESE OFFICES REMAIN ATTAINABLE FOR SMALL FIRM PRACTICIONERS, IN ACCORDANCE WITH THE ASSOCIATION'S BY-LAWS, THE PRESIDENT AND PRESIDENT-ELECT ARE ELLIGIBLE FOR AN ANNUAL NON-EMPLOYEE STIPEND OF $75,000 AND $37,500, RESPECTIVELY DURING THEIR TERMS IN OFFICE. AS DISCLOSED UNDER PART VII OF FORM 990, THE TOTAL AMOUNT PAID UNDER THIS POLICY AMOUNTED TO $130,441 DURING 2022. (THESE STIPENDS ARE REPORTED UNDER BOTH FORM 990, SCHEDULE J AND UNDER FORM 990, PART IX, LINE 5.)

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

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.

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2023
IRS schema version
2022v5.0
Source object
202331249349301033

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