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Nonprofiteer
← UTAH STATE BAR

Form 990 for tax year 2022

Filed by UTAH STATE BAR.

Totals

Total revenue
$8,094,825
Total expenses
$8,158,706
Contributions and grants received
$140,739
Grants paid
$106,900
Program service revenue
$7,677,906
Investment income
$250,269
Other revenue
$25,911
Total assets, end of year
$13,583,212
Total liabilities, end of year
$5,036,788
Net assets or fund balances, end of year
$8,546,424
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.

  • 1f · All other contributions, gifts and grants

    $140,739

  • 2a · Program service revenue: ATTRNY LICENSING & ADMISSIONS

    total $5,759,892 · related or exempt $5,759,892

  • 2b · Program service revenue: CONTINUING LEGAL EDUCATION

    total $1,153,045 · related or exempt $1,153,045

  • 2c · Program service revenue: MANDATORY CLE FUNDS

    total $571,365 · related or exempt $571,365

  • 2d · Program service revenue: BAR JOURNAL ADVERTISING

    total $204,086 · unrelated business $204,086

  • 2e · Program service revenue: OFFICE OF PROF. CONDUCT

    total $31,399 · related or exempt $31,399

  • 2f · All other program service revenue

    total -$41,881 · related or exempt -$41,881

  • 6a · Gross rents

    real property $25,911

  • 6c · Rental income or loss

    real property $25,911

  • 6d · Net rental income or loss

    total $25,911 · excluded $25,911

  • 7a · Gross sales of assets other than inventory

    securities $6,081,000

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

    securities $5,830,731

  • 7c · Gain or loss

    securities $250,269

  • 7d · Net gain or loss

    total $250,269 · excluded $250,269

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $106,900

  • 5 · Compensation of officers, directors and key employees

    total $621,478

  • 7 · Other salaries and wages

    total $3,031,666

  • 8 · Pension plan contributions

    total $216,511

  • 9 · Other employee benefits

    total $306,382

  • 10 · Payroll taxes

    total $245,619

  • 11b · Fees: legal

    total $48,933

  • 11c · Fees: accounting

    total $41,031

  • 11d · Fees: lobbying

    total $62,199

  • 11f · Fees: investment management

    total $22,327

  • 11g · Fees: other

    total $195,629

  • 12 · Advertising and promotion

    total $27,865

  • 13 · Office expenses

    total $405,429

  • 14 · Information technology

    total $376,037

  • 16 · Occupancy

    total $349,062

  • 17 · Travel

    total $247,761

  • 19 · Conferences, conventions and meetings

    total $946,405

  • 20 · Interest

    total $9,512

  • 22 · Depreciation, depletion and amortization

    total $141,952

  • 23 · Insurance

    total $70,388

  • 24a · Other expenses: MEMBER SERVICES

    total $284,350

  • 24b · Other expenses: CREDIT CARD FEES

    total $178,485

  • 24c · Other expenses: TESTING EXPENSES

    total $17,623

  • 24d · Other expenses: CREDIT CARD FEES -JOURNAL

    total $3,170

  • 24e · All other expenses

    total $201,992

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,380,252 · end of year $1,714,733

  • 2 · Savings and temporary cash investments

    beginning of year $3,554,044 · end of year $4,531,538

  • 4 · Accounts receivable

    beginning of year $16,980 · end of year $81,311

  • 9 · Prepaid expenses and deferred charges

    beginning of year $249,664 · end of year $301,735

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

    $5,796,220

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

    $4,269,369

  • 10c · Land, buildings and equipment, net

    beginning of year $1,392,291 · end of year $1,526,851

  • 11 · Investments: publicly traded securities

    beginning of year $5,823,519 · end of year $5,427,044

  • 17 · Accounts payable and accrued expenses

    beginning of year $914,577 · end of year $1,064,974

  • 19 · Deferred revenue

    beginning of year $2,895,316 · end of year $3,961,286

  • 25 · Other liabilities

    beginning of year $11,798 · end of year $10,528

  • 27 · Net assets without donor restrictions

    beginning of year $8,595,059 · end of year $8,546,424

Mission and programs · 2022

Mission

TO REPRESENT LAWYERS IN THE STATE OF UTAH AND SERVE THE PUBLIC AND THE LEGAL PROFESSION BY PROMOTING JUSTICE, PROFESSIONAL EXCELLENCE, CIVILITY, ETHICS, RESPECT FOR AND UNDERSTANDING OF THE LAW.

  • REGULATE ADMISSION OF PERSONS SEEKING TO PRACTICE LAW IN THE STATE OF UTAH THROUGH COLLECTION OF MANDATORY LICENSING FEES, ADMINISTRATION OF BAR EXAMINATIONS, AND CONTINUING LEGAL EDUCATION.

  • REGULATE AND DISCIPLINE ATTORNEYS PRACTICING LAW IN THE STATE OF UTAH THROUGH THE INVESTIGATION OF COMPLAINTS AND PROSECUTING CASES WHERE APPROPRIATE.

  • PROMOTE PROFESSIONALISM AND COMPETENCE IN THE PRACTICE OF LAW PROVIDING EDUCATIONAL OPPORTUNITIES TO ATTORNEYS BY MEANS OF SEMINARS AND ANNUAL CONFERENCES.

  • PROMOTE LOW COST AND/OR FREE LEGAL SERVICES TO THE PUBLIC, ALTERNATIVE DISPUTE AVENUES, AND PRO BONO SERVICES. REGULATE AND APPROVE CONTINUING LEGAL EDUCATION PRESENTED WITHIN THE STATE OF UTAH.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • BILLY LEE WALKER

    CHIEF DISCIP

    Total calculated
    $245,341
    From this org
    $197,012
    From related orgs
    $0
    Other
    $48,329
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $194,105
    Bonus
    $2,907
    Other
    not reported
    Deferred
    $19,701
    Nontaxable benefits
    $28,628
    Filer's total
    $245,341

  • ELIZABETH WRIGHT

    EXECUTIVE DI

    Total calculated
    $213,656
    From this org
    $163,000
    From related orgs
    $0
    Other
    $50,656
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,000
    Bonus
    not reported
    Other
    not reported
    Deferred
    $16,500
    Nontaxable benefits
    $34,156
    Filer's total
    $213,656

  • CHRISTINE GREENWOOD

    ETHICS & DIS

    Total calculated
    $159,466
    From this org
    $134,512
    From related orgs
    $0
    Other
    $24,954
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,094
    Bonus
    $1,418
    Other
    not reported
    Deferred
    $9,479
    Nontaxable benefits
    $15,475
    Filer's total
    $159,466

  • SYDNIE KUHRE

    MCLE BOARD D

    Total calculated
    $156,761
    From this org
    $115,617
    From related orgs
    $0
    Other
    $41,144
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $109,655
    Bonus
    $5,962
    Other
    not reported
    Deferred
    $12,999
    Nontaxable benefits
    $28,145
    Filer's total
    $156,761

  • NANCY SYLVESTER

    GENERAL COUN

    Total calculated
    $149,798
    From this org
    $120,104
    From related orgs
    $0
    Other
    $29,694
    Hours/week
    40

  • DAVID CLARK

    IT DIRECTOR

    Total calculated
    $143,060
    From this org
    $109,246
    From related orgs
    $0
    Other
    $33,814
    Hours/week
    40

  • SHARADEE FLEMING

    OFFICE OF PR

    Total calculated
    $138,746
    From this org
    $113,645
    From related orgs
    $0
    Other
    $25,101
    Hours/week
    40

  • LAUREN STOUT

    FINANCE DIRE

    Total calculated
    $135,432
    From this org
    $118,120
    From related orgs
    $0
    Other
    $17,312
    Hours/week
    40

  • KATIE WOODS

    PRESIDENT

    Total calculated
    $9,000
    From this org
    $9,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • HEATHER THUET

    FORMER PRESI

    Total calculated
    $6,000
    From this org
    $6,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $6,000
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $6,000

  • ERIK CHRISTIANSEN

    PRESIDENT EL

    Total calculated
    $3,000
    From this org
    $3,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • TOM BAYLES

    COMMISSIONER

    Total calculated
    $0
    Hours/week
    1

  • TRACI GUNDERSEN

    COMMISSIONER

    Total calculated
    $0
    Hours/week
    1

  • MATT HANSEN

    COMMISSIONER

    Total calculated
    $0
    Hours/week
    1

  • RICK HOFFMAN

    COMMISSIONER

    Total calculated
    $0
    Hours/week
    1

  • GREG HOOLE

    COMMISSIONER

    Total calculated
    $0
    Hours/week
    1

  • CHRYSTAL MANCUSO-SMITH

    COMMISSIONER

    Total calculated
    $0
    Hours/week
    1

  • MARTY MOORE

    COMMISSIONER

    Total calculated
    $0
    Hours/week
    1

  • MARK MORRIS

    COMMISSIONER

    Total calculated
    $0
    Hours/week
    1

  • ANDREW MORSE

    COMMISSIONER

    Total calculated
    $0
    Hours/week
    1

  • SHAWN NEWELL

    COMMISSIONER

    Total calculated
    $0
    Hours/week
    1

  • CARA TANGARO

    COMMISSIONER

    Total calculated
    $0
    Hours/week
    1

  • TYLER YOUNG

    COMMISSIONER

    Total calculated
    $0
    Hours/week
    1

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

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
2022
Filed
19 January 2024
IRS schema version
2022v5.0
Source object
202420329349301702

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