Totals
- Total revenue
- $4,380,954
- Total expenses
- $4,610,972
- Contributions and grants received
- $2,164,633
- Grants paid
- $0
- Program service revenue
- $789,357
- Investment income
- $1,319,737
- Other revenue
- $107,227
- Total assets, end of year
- $25,388,452
- Total liabilities, end of year
- $2,097,826
- Net assets or fund balances, end of year
- $23,290,626
- 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.
-
1b · Membership dues
$2,164,633
-
2a · Program service revenue: PUBLIC SERVICES
total $713,687 · related or exempt $713,687
-
2b · Program service revenue: MEETINGS
total $75,670 · related or exempt $75,670
-
3 · Investment income
total $1,157,257 · excluded $1,157,257
-
7a · Gross sales of assets other than inventory
securities $1,224,880
-
7b · Less cost or other basis and sales expenses
securities $1,062,400
-
7c · Gain or loss
securities $162,480
-
7d · Net gain or loss
total $162,480 · excluded $162,480
-
11a · Other revenue: MEMBERS INS./OTHER
total $530,730 · unrelated business $530,730
-
11b · Other revenue: MEMBER BENEFITS
total $45,919 · excluded $45,919
-
11c · Other revenue: ADVERTISING/PUBLICATIONS
total $23,190 · excluded $23,190
-
11d · All other revenue
total -$492,612 · excluded -$492,612
-
11e · Other revenue, total
$107,227
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $821,214
-
7 · Other salaries and wages
total $1,491,883
-
8 · Pension plan contributions
total $186,527
-
9 · Other employee benefits
total $412,929
-
10 · Payroll taxes
total $205,031
-
11g · Fees: other
total $222,453
-
12 · Advertising and promotion
total $72,930
-
13 · Office expenses
total $155,619
-
14 · Information technology
total $148,058
-
16 · Occupancy
total $351,556
-
17 · Travel
total $19,677
-
19 · Conferences, conventions and meetings
total $287,547
-
22 · Depreciation, depletion and amortization
total $32,741
-
23 · Insurance
total $46,505
-
24a · Other expenses: MISCELLANEOUS EXPENSES
total $133,702
-
24b · Other expenses: DUES & SUBSCRIPTIONS
total $22,600
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $20,125 · end of year $10,095
-
2 · Savings and temporary cash investments
beginning of year $2,011,227 · end of year $1,523,232
-
4 · Accounts receivable
beginning of year $72,652 · end of year $74,113
-
7 · Other notes and loans receivable
beginning of year $17,139,585 · end of year $17,648,207
-
9 · Prepaid expenses and deferred charges
beginning of year $214,296 · end of year $174,318
-
10a · Land, buildings and equipment: cost or other basis
$889,486
-
10b · Land, buildings and equipment: accumulated depreciation
$815,696
-
10c · Land, buildings and equipment, net
beginning of year $103,030 · end of year $73,790
-
11 · Investments: publicly traded securities
beginning of year $4,713,108 · end of year $5,129,444
-
15 · Other assets
beginning of year $1,247,865 · end of year $755,253
-
17 · Accounts payable and accrued expenses
beginning of year $560,199 · end of year $528,990
-
19 · Deferred revenue
beginning of year $1,616,498 · end of year $1,568,836
-
27 · Net assets without donor restrictions
beginning of year $23,345,191 · end of year $23,290,626
Mission and programs · 2022
Mission
TO SERVE THE LEGAL PROFESSION AND THE PUBLIC BY PROMOTING THE ADMINISTRATION OF JUSTICE, LEGAL EDUCATION, PROFESSIONAL EXCELLENCE, DIVERSITY AND UNITY IN THE LEGAL PROFESSION AND RESPECT FOR THE LAW.
Activities or mission (Part I)
TO SERVE THE LEGAL PROFESSION AND THE PUBLIC BY PROMOTING THE ADMINISTRATION OF JUSTICE, LEGAL EDUCATION, PROFESSIONAL EXCELLENCE AND RESPECT FOR THE LAW.
-
CULTIVATING THE SCIENCE OF JURISPRUDENCE, PROMOTING REFORM IN THE LAW, FACILITATING THE ADMINISTRATION OF JUSTICE, FURTHERING THE UNIFORMITY OF LEGISLATION THROUGHOUT THE UNION UPHOLDING THE HONOR OF THE PROFESSION OF LAW.
As filed on the 2022 return.
Listed in Part VII
-
Damian J TurcoDAMIAN J TURCO
PRESIDENT-ELECT
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Grace V B GarciaGRACE V B GARCIA
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Michael H HaydenMICHAEL H HAYDEN
TREASURER
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Samuel A SegalSAMUEL A SEGAL
SECRETARY
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Victoria M Santoro MairVICTORIA M SANTORO MAIR
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Anthony J BenedettiANTHONY J BENEDETTI
EXEC MGT BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Denis SquillanteDENIS SQUILLANTE
EXEC MGT BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Georgia K CritsleyGEORGIA K CRITSLEY
EXEC MGT BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Hon Bonnie H MacLeod RetHON BONNIE H MACLEOD RET
EXEC MGT BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Jane EdenJANE EDEN
EXEC MGT BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
John J VasapolliJOHN J VASAPOLLI
EXEC MGT BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Marc A MocciaMARC A MOCCIA
EXEC MGT BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Marissa N Soto-OrtizMARISSA N SOTO-ORTIZ
EXEC MGT BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Marsha V KazarosianMARSHA V KAZAROSIAN
EXEC MGT BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Martin F Kane IIMARTIN F KANE II
EXEC MGT BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Peter ElikannPETER ELIKANN
EXEC MGT BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Shampagne L RobinsonSHAMPAGNE L ROBINSON
EXEC MGT BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Shayla MombeleurSHAYLA MOMBELEUR
EXEC MGT BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Martin W HealyMARTIN W HEALY
CHIEF OPERATING OFFICER & CHIEF LEGAL COUNSEL
- Total calculated
- $575,759
- From this org
- $500,001
- From related orgs
- $0
- Other
- $75,758
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $500,001
- Bonus
- $0
- Other
- $0
- Deferred
- $47,111
- Nontaxable benefits
- $28,647
- Filer's total
- $575,759
-
Mark DohertyMARK DOHERTY
DIRECTOR, FISCAL OPERATION
- Total calculated
- $161,994
- From this org
- $138,403
- From related orgs
- $0
- Other
- $23,591
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $138,403
- Bonus
- $0
- Other
- $0
- Deferred
- $10,379
- Nontaxable benefits
- $13,212
- Filer's total
- $161,994
-
Terence WelshTERENCE WELSH
PRESIDENT, MBA INSURANCE A
- Total calculated
- $622,533
- From this org
- $0
- From related orgs
- $550,273
- Other
- $72,260
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $0 + $550,273 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $50,016 related
- Nontaxable benefits
- $0 + $22,244 related
- Filer's total
- $0 + $622,533 related
-
Patricia O WalshPATRICIA O WALSH
EXEC. VICE PRESIDENT, MBA
- Total calculated
- $314,859
- From this org
- $0
- From related orgs
- $267,735
- Other
- $47,124
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $0 + $267,735 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $28,272 related
- Nontaxable benefits
- $0 + $18,852 related
- Filer's total
- $0 + $314,859 related
-
Lisa FerraraLISA FERRARA
DIRECTOR, MEMBERSHIP & PROGRAMS
- Total calculated
- $155,809
- From this org
- $130,000
- From related orgs
- $0
- Other
- $25,809
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $130,000
- Bonus
- $0
- Other
- $0
- Deferred
- $14,300
- Nontaxable benefits
- $11,509
- Filer's total
- $155,809
-
Don BottsDON BOTTS
DIRECTOR OF INFORMATION TE
- Total calculated
- $150,782
- From this org
- $120,192
- From related orgs
- $0
- Other
- $30,590
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $120,192
- Bonus
- $0
- Other
- $0
- Deferred
- $16,828
- Nontaxable benefits
- $13,762
- Filer's total
- $150,782
-
Jason ScallyJASON SCALLY
DIRECTOR COMMUNICATIONS &
- Total calculated
- $165,229
- From this org
- $126,700
- From related orgs
- $0
- Other
- $38,529
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $126,700
- Bonus
- $0
- Other
- $0
- Deferred
- $13,943
- Nontaxable benefits
- $24,586
- Filer's total
- $165,229
-
Lee ConstantineLEE CONSTANTINE
DIRECTOR OF POLICY & OPERA
- Total calculated
- $159,942
- From this org
- $121,875
- From related orgs
- $0
- Other
- $38,067
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $121,875
- Bonus
- $0
- Other
- $0
- Deferred
- $13,145
- Nontaxable benefits
- $24,922
- Filer's total
- $159,942
-
Elizabeth O'NeilELIZABETH O'NEIL
DIRECTOR, COMMUNITY & PUBLIC SERVICES
- Total calculated
- $138,009
- From this org
- $115,000
- From related orgs
- $0
- Other
- $23,009
- Hours/week
- 40 + 1 related
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 · Compensation committee
- 3 · Written employment contract
- 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.
-
MASSACHUSETTS BAR INSTITUTE INC
501(C)(3) · DEVELOP AND DELIVER EDUCATIONAL PROGRAMS · MA · controlled entity
Directly controlled by MASSACHUSETTS BAR ASSOCIATION INC
-
MASSACHUSETTS BAR FOUNDATION INC
501(C)(3) · COLLECT AND DISTRIBUTE FUNDS TO PROGRAMS THROUGHOUT MASSACHUSETTS · MA
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
MBA INSURANCE AGENCY INC
C · BROKER OF PROFESSIONAL LIABILITY INSURANCE · MA · 100% owned · controlled entity
Directly controlled by MASSACHUSETTS BAR ASSOCIATION INC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 12 June 2024
- IRS schema version
- 2022v5.0
- Source object
- 202401649349300730
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