Form 990 for tax year 2024
Filed by MARYLAND STATE BAR ASSOCIATION INC.
Totals
- Total revenue
- $5,345,644
- Total expenses
- $5,309,031
- Contributions and grants received
- $104,506
- Grants paid
- $0
- Program service revenue
- $4,849,245
- Investment income
- $132,203
- Other revenue
- $259,690
- Total assets, end of year
- $4,417,504
- Total liabilities, end of year
- $2,841,867
- Net assets or fund balances, end of year
- $1,575,637
- 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.
-
1f · All other contributions, gifts and grants
$104,506
-
2a · Program service revenue: MEMBERSHIP DUES
total $3,164,679 · related or exempt $3,164,679
-
2b · Program service revenue: CONTINUING LEGAL EDUCATION
total $643,872 · related or exempt $643,872
-
2c · Program service revenue: LAW OFFICE MGMT. PROGRAM
total $455,898 · related or exempt $455,898
-
2d · Program service revenue: PUBLICATIONS
total $452,985 · related or exempt $285,690 · unrelated business $167,295
-
2e · Program service revenue: OTHER PROGRAMS
total $131,811 · related or exempt $131,811
-
3 · Investment income
total $97,013 · excluded $97,013
-
5 · Royalties
total $259,690 · excluded $259,690
-
7a · Gross sales of assets other than inventory
securities $1,485,131
-
7b · Less cost or other basis and sales expenses
securities $1,449,941
-
7c · Gain or loss
securities $35,190
-
7d · Net gain or loss
total $35,190 · excluded $35,190
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $2,045,905
-
8 · Pension plan contributions
total $87,772
-
9 · Other employee benefits
total $377,910
-
10 · Payroll taxes
total $171,475
-
11c · Fees: accounting
total $292,530
-
11f · Fees: investment management
total $15,265
-
11g · Fees: other
total $607,172
-
12 · Advertising and promotion
total $89,103
-
13 · Office expenses
total $80,361
-
14 · Information technology
total $44,905
-
16 · Occupancy
total $45,993
-
17 · Travel
total $183,316
-
19 · Conferences, conventions and meetings
total $541,213
-
20 · Interest
total $13,528
-
22 · Depreciation, depletion and amortization
total $76,316
-
23 · Insurance
total $15,567
-
24a · Other expenses: PUBLICATIONS
total $356,152
-
24b · Other expenses: BANK, CREDIT CARD & PAY
total $170,001
-
24c · Other expenses: POSTAGE AND MAILING
total $50,174
-
24d · Other expenses: DUES & SUBSCRIPTIONS
total $43,104
-
24e · All other expenses
total $1,269
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,060,107 · end of year $1,597,741
-
4 · Accounts receivable
beginning of year $91,525 · end of year $86,602
-
9 · Prepaid expenses and deferred charges
beginning of year $157,899 · end of year $199,483
-
10a · Land, buildings and equipment: cost or other basis
$547,466
-
10b · Land, buildings and equipment: accumulated depreciation
$248,431
-
10c · Land, buildings and equipment, net
beginning of year $336,486 · end of year $299,035
-
12 · Investments: other securities
beginning of year $1,812,153 · end of year $2,156,890
-
15 · Other assets
beginning of year $85,666 · end of year $77,753
-
17 · Accounts payable and accrued expenses
beginning of year $1,184,580 · end of year $982,875
-
25 · Other liabilities
beginning of year $922,356 · end of year $1,858,992
-
27 · Net assets without donor restrictions
beginning of year $1,324,833 · end of year $1,414,072
-
28 · Net assets with donor restrictions
beginning of year $112,067 · end of year $161,565
Mission and programs · 2024
Mission
THE ORGANIZATION'S MISSION IS TO EFFECTIVELY REPRESENT MARYLAND'S LAWYERS, TO PROVIDE MEMBER SERVICES AND TO PROMOTE PROFESSIONALISM, DIVERSITY IN THE LEGAL PROFESSION, ACCESS TO JUSTICE, SERVICE TO THE PUBLIC, AND RESPECT FOR THE RULE OF LAW.
Activities or mission (Part I)
REPRESENT MARYLAND'S LAWYERS, PROVIDE MEMBER SERVICES & PROMOTE RESPECT FOR THE RULE OF LAW
-
MSBA DEVELOPS AND PUBLISHES LEGAL CONTENT TO EDUCATE AND SUPPORT MEMBERS IN THEIR PRACTICE. CONTENT INCLUDES, BUT IS NOT LIMITED TO, CONTINUING LEGAL EDUCATION (CLES), COURSEBOOKS AND TREATISES, ELECTRONIC NEWSLETTERS, BLOGS AND ARTICLES, AND THE MARYLAND BAR JOURNAL. MSBA HOSTS APPROXIMATELY 80 LIVE (IN-PERSON OR VIRTUAL) CLES PER YEAR, PUBLISHES 8-12 NEW OR UPDATED COURSEBOOKS OR TREATISES, AND DISTRIBUTES A WEEKLY ELECTRONIC NEWSLETTER CONTAINING 8-10 BLOGS AND ARTICLES. THE MARYLAND BAR JOURNAL IS MSBA'S PREMIER LEGAL CONTENT PUBLICATION, PUBLISHED AND PRINTED 3-4 TIMES PER YEAR.THROUGH THE ACCESS TO JUSTICE COMMISSION, THE MSBA WORKS WITH THE JUDICIARY, CIVIL LEGAL AID ORGANIZATIONS, AND OTHER COMMUNITY ORGANIZATIONS TO IMPROVE ACCESS TO THE JUDICIAL SYSTEM.MSBA ALSO HOSTS AN ELECTRONIC MEMBER DIRECTORY, A COMPREHENSIVE DIRECTORY OF MEMBERS, COURT INFORMATION, AND GOVERNMENT AGENCIES.
-
MSBA IS ORGANIZED INTO SECTIONS TO PROMOTE THE INTERESTS OF PARTICULAR SEGMENTS OF MEMBERSHIP. THE 25+ SECTIONS FOCUS ON LEGAL CONTENT AND EDUCATION FOR THEIR SPECIFIC PRACTICE AREAS AND AFFINITY GROUPS. SECTIONS PROVIDE UPDATES ON LEGISLATIVE AND LEGAL CHANGES IN THEIR RESPECTIVE PRACTICE AREAS, PROVIDE MENTORING AND NETWORKING OPPORTUNITIES, AND PUBLISH BLOGS AND ELECTRONIC NEWSLETTERS TO SUPPORT MEMBERS.
-
MSBA OFFERS AN ANNUAL LEGAL SUMMIT FILLED WITH OVER 70+ EDUCATIONAL SESSIONS RANGING FROM THOUGHT LEADERSHIP TO NUTS & BOLTS SESSIONS ON SPECIFIC AREAS OF THE LAW. THE LEGAL SUMMIT ALSO PROVIDES NETWORKING OPPORTUNITIES AND EXPOSURE TO MSBA LEADERSHIP.
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
RAPHAEL SANTINI
PRESIDENT
- Total calculated
- $0
- Hours/week
- 10
-
MARISA TRASATTI
PRESIDENT ELECT
- Total calculated
- $0
- Hours/week
- 1
-
JASON DELOACH
IMM PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
NATASHA DARTIGUE
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
JOHNINE CLARK
PARLIMENTARIAN
- Total calculated
- $0
- Hours/week
- 1
-
WM CARL ISLER
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
AMY ASKEW
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
ANDREW STONE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
BEATRICE THOMAS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
BRYAN SAXTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
BUFFY GIDDENS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
CHARLES JONES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
CHRISTINE DIXON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
CONNIE KRATOVIL-LAVELLE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
CYNTHIA LEPPERT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
DAWINDER SIDHU
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
DONALD QUINN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
ELISSA LEVAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
ELSA SMITH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
ERICA SUTER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
GWEN-MARIE DAVIS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
HARRY S JOHNSON
ABA DELEGATE
- Total calculated
- $0
- Hours/week
- 1
-
HON LARA WEATHERSBEE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
HON MYSHALA MIDDLETON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JAMES ASTRACHAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JAMES BELL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JAMES MOTSAY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JAMES ROBINSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JASMINE ENGLAND-CAESAR
YLS REPRESENTATIVE
- Total calculated
- $0
- Hours/week
- 1
-
JEREMY SCHOLTES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JESSICA MARKHAM
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JESSICA QUINCOSA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JODI CAVANAUGH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
KAYLA VOSSLER
YLS REPRESENTATIVE
- Total calculated
- $0
- Hours/week
- 1
-
KYLE ANTHONY
YLS REPRESENTATIVE
- Total calculated
- $0
- Hours/week
- 1
-
LASHANTA HARRIS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
LAURA NOVELLO FUGGITTI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
LISA SETTLES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
MARLA ZIDE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
MEREDITH CAMILLE HILL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL ADAMS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
MICHELLE DAUGHERTY SIRI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
MORGAN LEIGH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
NANCY COURSON COOKE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
NATASHA NAZARETH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
NICOLE LOVE-KELLY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
NIVEA OHRI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
PENNY SOMER-GREIF
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
RICHARD SHERMANSKI JR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
RIMA KIKANI
YSL CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT FRANK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
SAMANTHA DOS SANTOS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
SAMANTHA RODIER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
SUZANNE VETTER BURNETT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
TERRI LOWERY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
THOMAS DOLINA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
THOMAS MULINAZZI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
TYLER NOWICKI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
WILLIAM CARLSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
ANNA S SHOLL
EXECUTIVE DIRECTOR
- Total calculated
- $226,280
- From this org
- $214,075
- From related orgs
- $0
- Other
- $12,205
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $214,075
- Bonus
- $0
- Other
- $0
- Deferred
- $10,675
- Nontaxable benefits
- $1,530
- Filer's total
- $226,280
-
REENA SHAH
EXEC. DIR. A2J
- Total calculated
- $179,906
- From this org
- $154,900
- From related orgs
- $0
- Other
- $25,006
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $154,900
- Bonus
- $0
- Other
- $0
- Deferred
- $17,406
- Nontaxable benefits
- $7,600
- Filer's total
- $179,906
-
PATRICIA STOCKLAND
CHIEF CONTENT OFFICER
- Total calculated
- $179,400
- From this org
- $151,711
- From related orgs
- $0
- Other
- $27,689
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $151,711
- Bonus
- $0
- Other
- $0
- Deferred
- $23,400
- Nontaxable benefits
- $4,289
- Filer's total
- $179,400
-
JESSE K MILLER
CHIEF MARKETING OFFICER
- Total calculated
- $133,153
- From this org
- $125,975
- From related orgs
- $0
- Other
- $7,178
- Hours/week
- 45
-
SHAOLI S SARKAR
ADVOCACY DIRECTOR
- Total calculated
- $146,165
- From this org
- $121,772
- From related orgs
- $0
- Other
- $24,393
- Hours/week
- 45
-
LISA CAPLAN
DIR LAWYER ASST PROGRAM
- Total calculated
- $123,925
- From this org
- $104,139
- From related orgs
- $0
- Other
- $19,786
- Hours/week
- 45
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 · Travel for companions
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
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
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.
-
501(C)(3) · PROVIDE LEGAL SERVICES TO THE POOR AND UNDER-REPRESENTED IN MD · MD
-
501(C)(3) · TO PROVIDE FREE CIVIL LEGAL SERVICES TO LOW-INCOME INDIVIDUALS · MD
-
501(C)(3) · TO PROMOTE THE STUDY OF LAW AND CONTINUING EDUCATION OF LAWYERS · MD
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 14 May 2026
- IRS schema version
- 2024v5.5
- Source object
- 202601359349302260
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