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Nonprofiteer
← PHILADELPHIA BAR ASSOCIATION

Form 990 for tax year 2022

Filed by PHILADELPHIA BAR ASSOCIATION.

Totals

Total revenue
$3,301,916
Total expenses
$3,568,422
Contributions and grants received
$0
Grants paid
$75,000
Program service revenue
$2,584,545
Investment income
$115,126
Other revenue
$602,245
Total assets, end of year
$4,644,904
Total liabilities, end of year
$1,848,858
Net assets or fund balances, end of year
$2,796,046
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 $1,600,351 · related or exempt $1,600,351

  • 2b · Program service revenue: CLE PROGRAMS

    total $347,957 · related or exempt $347,957

  • 2c · Program service revenue: LAWYER REFERRAL SERVIC

    total $311,475 · related or exempt $311,475

  • 2d · Program service revenue: MEETING SERVICES

    total $202,022 · related or exempt $202,022

  • 2e · Program service revenue: EDUCATION PROGRAMS

    total $122,740 · related or exempt $122,740

  • 3 · Investment income

    total $64,615 · excluded $64,615

  • 5 · Royalties

    total $402,500 · excluded $402,500

  • 7a · Gross sales of assets other than inventory

    securities $690,311

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

    securities $639,800

  • 7c · Gain or loss

    securities $50,511

  • 7d · Net gain or loss

    total $50,511 · excluded $50,511

  • 11a · Other revenue: OTHER INCOME

    total $199,745 · related or exempt $199,745

  • 11e · Other revenue, total

    $199,745

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $75,000

  • 5 · Compensation of officers, directors and key employees

    total $428,266

  • 7 · Other salaries and wages

    total $1,287,793

  • 8 · Pension plan contributions

    total $58,505

  • 9 · Other employee benefits

    total $139,655

  • 10 · Payroll taxes

    total $119,853

  • 11g · Fees: other

    total $65,689

  • 13 · Office expenses

    total $148,822

  • 14 · Information technology

    total $95,152

  • 16 · Occupancy

    total $165,410

  • 17 · Travel

    total $1,385

  • 19 · Conferences, conventions and meetings

    total $313,505

  • 22 · Depreciation, depletion and amortization

    total $38,576

  • 23 · Insurance

    total $51,114

  • 24a · Other expenses: OTHER MEMBER SERVICES

    total $259,778

  • 24b · Other expenses: EDUCATION PROGRAMS

    total $213,223

  • 24c · Other expenses: CLE PROGRAMS

    total $47,599

  • 24d · Other expenses: LAWYER REFERRAL SERVICE

    total $32,805

  • 24e · All other expenses

    total $26,292

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,148,888 · end of year $487,926

  • 4 · Accounts receivable

    beginning of year $226,550 · end of year $222,655

  • 9 · Prepaid expenses and deferred charges

    beginning of year $125,333 · end of year $63,441

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

    $257,767

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

    $52,046

  • 10c · Land, buildings and equipment, net

    beginning of year $129,383 · end of year $205,721

  • 11 · Investments: publicly traded securities

    beginning of year $2,742,446 · end of year $2,552,212

  • 15 · Other assets

    beginning of year $0 · end of year $1,112,949

  • 17 · Accounts payable and accrued expenses

    beginning of year $300,101 · end of year $333,796

  • 19 · Deferred revenue

    beginning of year $458,133 · end of year $402,113

  • 25 · Other liabilities

    beginning of year $0 · end of year $1,112,949

  • 27 · Net assets without donor restrictions

    beginning of year $3,614,366 · end of year $2,796,046

Mission and programs · 2022

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

Listed in Part VII

  • WESLEY R PAYNE IV

    CHANCELLOR

    Total calculated
    $0
    Hours/week
    20

  • MARC J ZUCKER

    CHANCELLOR-ELECT

    Total calculated
    $0
    Hours/week
    10

  • JENNIFER S COATSWORTH

    VICE CHANCELLOR

    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

    CHAIR

    Total calculated
    $0
    Hours/week
    5

  • RYAN BECKER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • ERNEST HOLTZHEIMER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • ERIN LAMB

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • NIPUN J PATEL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • ANDRE J WEBB

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • WINSTON Z YUAN

    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

  • ARLY SMITH-PEARSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • P MICHAEL JONES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • MELISSA RUTH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • EVAN T MILLER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • MARISSA BLUESTINE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • SUSAN PEARLSTEIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • MAUREEN FARRELL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • GEORGE A DONNELLY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • WINIFRED BRANTON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • BRIAN G WELSH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • JAMES R MALONE JR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • MARK MAZZANTI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • LAUREN P MCKENNA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • RILEY H ROSS III

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • BRENDA MARRERO

    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

  • ABRAHAM C REICH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • BUTLER BUCHANAN III

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • DEBBY FREEDMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • ALBERT S DANDRIDGE III

    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
    $242,371
    From this org
    $198,341
    From related orgs
    $0
    Other
    $44,030
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $198,341
    Bonus
    $0
    Other
    $0
    Deferred
    $13,325
    Nontaxable benefits
    $30,705
    Filer's total
    $242,371

  • SUSAN KNIGHT

    CFO/DIRECTOR OF ADMINISTRATION

    Total calculated
    $185,895
    From this org
    $167,744
    From related orgs
    $0
    Other
    $18,151
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $167,744
    Bonus
    $0
    Other
    $0
    Deferred
    $16,897
    Nontaxable benefits
    $1,254
    Filer's total
    $185,895

  • RUTHELLEN LANDAU

    DIRECTOR OF LAW AND POLICY

    Total calculated
    $143,341
    From this org
    $142,191
    From related orgs
    $0
    Other
    $1,150
    Hours/week
    35

  • TARA D PHOENIX

    DIR OF CLE/ASSOC DIR OFFICE OF DIVERSITY

    Total calculated
    $142,703
    From this org
    $123,242
    From related orgs
    $0
    Other
    $19,461
    Hours/week
    35

  • WESLEY R TERRY

    WEB MANAGER

    Total calculated
    $116,041
    From this org
    $106,885
    From related orgs
    $0
    Other
    $9,156
    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
2022
Filed
12 May 2023
IRS schema version
2022v5.0
Source object
202301329349304585

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