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Nonprofiteer
← PENNSYLVANIA BAR ASSOCIATION

Form 990 for tax year 2025

Filed by PENNSYLVANIA BAR ASSOCIATION.

Totals

Total revenue
$16,996,412
Total expenses
$15,146,516
Contributions and grants received
$791,197
Grants paid
$27,326
Program service revenue
$12,306,582
Investment income
$2,641,646
Other revenue
$1,256,987
Total assets, end of year
$25,205,831
Total liabilities, end of year
$5,425,667
Net assets or fund balances, end of year
$19,780,164
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

    $108,818

  • 1f · All other contributions, gifts and grants

    $682,379

  • 2a · Program service revenue: COURSE REGISTRATIONS, NET

    total $5,423,530 · related or exempt $5,423,530

  • 2b · Program service revenue: MEMBERSHIPS

    total $4,487,170 · related or exempt $4,487,170

  • 2c · Program service revenue: MEETINGS

    total $1,286,045 · related or exempt $1,286,045

  • 2d · Program service revenue: ADMINISTRATION

    total $735,380 · related or exempt $735,380

  • 2e · Program service revenue: PUBLICATIONS/ADVERTISING

    total $374,457 · related or exempt $284,339 · unrelated business $90,118

  • 3 · Investment income

    total $457,952 · excluded $457,952

  • 7a · Gross sales of assets other than inventory

    securities $5,769,298 · other assets $3,454,358

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

    securities $5,382,380 · other assets $1,657,582

  • 7c · Gain or loss

    securities $386,918 · other assets $1,796,776

  • 7d · Net gain or loss

    total $2,183,694 · excluded $2,183,694

  • 11a · Other revenue: EARNED RETENTION CREDIT

    total $854,417 · excluded $854,417

  • 11b · Other revenue: MISCELLANEOUS INCOME

    total $402,570 · unrelated business $13,671 · excluded $388,899

  • 11e · Other revenue, total

    $1,256,987

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $5,300

  • 2 · Grants to domestic individuals

    total $22,026

  • 5 · Compensation of officers, directors and key employees

    total $316,144

  • 7 · Other salaries and wages

    total $6,213,426

  • 8 · Pension plan contributions

    total $348,405

  • 9 · Other employee benefits

    total $976,312

  • 10 · Payroll taxes

    total $474,060

  • 11b · Fees: legal

    total $6,188

  • 11c · Fees: accounting

    total $37,184

  • 11f · Fees: investment management

    total $33,339

  • 11g · Fees: other

    total $101,096

  • 13 · Office expenses

    total $946,029

  • 14 · Information technology

    total $903,201

  • 15 · Royalties

    total $74,742

  • 16 · Occupancy

    total $780,665

  • 17 · Travel

    total $171,946

  • 19 · Conferences, conventions and meetings

    total $2,062,199

  • 20 · Interest

    total $12

  • 22 · Depreciation, depletion and amortization

    total $401,351

  • 23 · Insurance

    total $110,839

  • 24a · Other expenses: UBIT TAX

    total $4,934

  • 24b · Other expenses: EDUCATION

    total $454,189

  • 24c · Other expenses: COMMITTEE EXPENSES

    total $316,643

  • 24d · Other expenses: COMMUNICATIONS

    total $310,484

  • 24e · All other expenses

    total $75,802

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,125,497 · end of year $1,907,128

  • 2 · Savings and temporary cash investments

    beginning of year $5,544,110 · end of year $5,707,873

  • 4 · Accounts receivable

    beginning of year $86,896 · end of year $84,179

  • 9 · Prepaid expenses and deferred charges

    beginning of year $926,505 · end of year $1,228,209

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

    $6,799,195

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

    $4,196,494

  • 10c · Land, buildings and equipment, net

    beginning of year $4,410,282 · end of year $2,602,701

  • 11 · Investments: publicly traded securities

    beginning of year $7,784,616 · end of year $12,279,211

  • 15 · Other assets

    beginning of year $898,204 · end of year $1,396,530

  • 17 · Accounts payable and accrued expenses

    beginning of year $683,685 · end of year $655,840

  • 19 · Deferred revenue

    beginning of year $2,950,220 · end of year $3,453,065

  • 25 · Other liabilities

    beginning of year $805,678 · end of year $1,316,762

  • 27 · Net assets without donor restrictions

    beginning of year $17,262,797 · end of year $19,724,494

  • 28 · Net assets with donor restrictions

    beginning of year $73,730 · end of year $55,670

Mission and programs · 2025

Mission

THE PENNSYLVANIA BAR ASSOCIATION IS A NON-PROFIT CORPORATION COMMITTED TO ADVANCING THE SCIENCE OF JURISPRUDENCE; TO PROMOTE THE ADMINISTRATION OF JUSTICE; TO SEE THAT NO ONE, ON ACCOUNT OF POVERTY, IS DENIED HIS OR HER LEGAL RIGHTS; TO SECURE PROPER LEGISLATION; TO ENCOURAGE THROUGH LEGAL EDUCATION; TO UPHOLD THE HONOR AND DIGNITY OF THE BAR; TO PROMOTE DIVERSITY THROUGHOUT THE PROFESSION AND TO PERPETUATE THE HISTORY OF THE PROFESSION AND THE MEMORY OF ITS MEMBERS. THE PENNSYLVANIA BAR ASSOCIATION MAINTAINS COMMITTEES THAT STUDY ISSUES OF INTEREST TO THE LEGAL PROFESSION, CARRY OUT SPECIAL ASSIGNMENTS, PROVIDE ADVISORY ETHICS OPINIONS AND MONITOR THE ACTIVITIES OF LAW-RELATED INSTITUTIONS AND AGENCIES.

Activities or mission (Part I)

PROMOTE JUSTICE, RESPECT FOR THE RULE OF LAW, PROF. EXCELLENCE, & BETTERMENT OF THE LEGAL PROFESSION

  • PBA OFFERS MEMBERS ACCESS TO PRODUCTS AND SERVICES THAT ARE DESIGNED TO HELP THEM BETTER MANAGE THEIR PRACTICES AND PROVIDE SOME OF THE BASIC ELEMENTS NEEDED TO OPERATE A BUSINESS. THESE BENEFITS RANGE FROM GROUP INSURANCE PRODUCTS AND MANAGEMENT CONSULTING SERVICES TO ONLINE LEGAL RESEARCH AND COURT OPINIONS.DURING THE 2025 YEAR, THE ASSOCIATION HAD 6,791 NON-PAYING MEMBERS AND 14,180 PAYING MEMBERS.

  • THE PBA PROVIDES MEMBERS WITH SEVERAL AWARD WINNING PUBLICATIONS AND OTHER INFORMATION RESOURCES TO HELP THEM STAY INFORMED OF DEVELOPMENTS AND TRENDS IN THE LAW THAT AFFECT THEIR PRACTICES. THE PUBLICATIONS INCLUDE A BIWEEKLY NEWSPAPER, A BIWEEKLY E-NEWSLETTER, A BIMONTHLY MAGAZINE, AND A SCHOLARLY PUBLICATION THAT IS PRODUCED ON A QUARTERLY BASIS.

  • PBA PROVIDES CONTINUING LEGAL EDUCATION (CLE) TO LAWYERS THAT ARE TIMELY AND OF THE HIGHEST QUALITY FOR LAWYERS IN EVERY AREA OF PRACTICE AND AT EVERY LEVEL OF EXPERIENCE. THESE CLE OPPORTUNITIES INCLUDE LIVE PROGRAMMING, WEBCASTS, WEBINARS, ON-DEMAND AND SIMULCASTS.THE PBA ALSO PRODUCES A NUMBER OF MEETINGS AND EDUCATIONAL CONFERENCES FOR MEMBERS EACH YEAR. THESE RANGE FROM MEETINGS OF SECTIONS AND COMMITTEES THAT PROVIDE EDUCATION AND UPDATES IN SPECIFIC AREAS OF LAW TO MEETINGS OF PBA GOVERNING BODIES WHERE ASSOCIATION POLICIES ARE DEVELOPED ON TOPICS FROM THOSE IMPACTING MEMBERS' PRACTICES TO IMPROVING THE LAW FOR THE CITIZENS OF PENNSYLVANIA.

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • MICHAEL JMCDONALDLEFT 525

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    12 + 0.25 related
  • NANCY CONRAD

    PRESIDENT/IMMEDIATEPASTPRESIDENT

    Total calculated
    $16,875
    From this org
    $16,875
    From related orgs
    $0
    Other
    $0
    Hours/week
    12
  • KRISTEN B HAMILTON

    PRESIDENT ELECT /PRESIDENT

    Total calculated
    $23,625
    From this org
    $23,625
    From related orgs
    $0
    Other
    $0
    Hours/week
    20 + 0.5 related
  • JAMES R ANTONIONO

    V. PRESIDENT/PRESIDENT ELECT

    Total calculated
    $0
    Hours/week
    12
  • SAMUEL G ENCARNACION

    VICE-PRESIDENT(JOIN 5/25)

    Total calculated
    $0
    Hours/week
    12
  • JAMES A WELLS LEFT 525

    CHAIR, HOUSE OF DELEGATES

    Total calculated
    $0
    Hours/week
    8
  • PHILIP H YOON JOIN 525

    CHAIR, HOUSE OF DELEGATES

    Total calculated
    $0
    Hours/week
    8
  • JACQUELINE B MARTINEZ

    SECRETARY (LEFT 5/25)

    Total calculated
    $0
    Hours/week
    8
  • NORRIS E BENNS JR

    SECRETARY (JOIN 5/25)

    Total calculated
    $0
    Hours/week
    8
  • KELLY MROZ

    TREASURER

    Total calculated
    $0
    Hours/week
    8
  • JENNIFER GALLOWAY LEFT 525

    IMMEDIATE PAST CHAIR YLD

    Total calculated
    $0
    Hours/week
    5
  • MELISSA MERCHANT-CALVERT

    CHAIR/IMMEDICATE PAST CHAIR YLD

    Total calculated
    $0
    Hours/week
    5
  • ADRIANNE PETERS SIPES

    CHAIR, YLD

    Total calculated
    $0
    Hours/week
    5
  • SCHAWNNE KILGUS JOIN 525

    CHAIR-ELECT, YLD

    Total calculated
    $0
    Hours/week
    5
  • TYESHA C MILEY

    GOVERNOR

    Total calculated
    $0
    Hours/week
    5
  • RILEY H ROSS III

    GOVERNOR

    Total calculated
    $0
    Hours/week
    5
  • TIFFANY L CUMMINGS

    GOVERNOR

    Total calculated
    $0
    Hours/week
    5
  • PAUL D EDGER

    GOVERNOR

    Total calculated
    $0
    Hours/week
    5
  • MAUREEN SUZANNE KROLL

    GOVERNOR

    Total calculated
    $0
    Hours/week
    5
  • CHERYL L AUSTIN

    GOVERNOR (LEFT 5/25)

    Total calculated
    $0
    Hours/week
    5
  • CAROL A SHELLY

    GOVERNOR

    Total calculated
    $0
    Hours/week
    5
  • ERIC PROCK

    GOVERNOR (LEFT 5/25)

    Total calculated
    $0
    Hours/week
    5
  • ARMIN FELDMAN

    GOVERNOR (JOIN 5/25)

    Total calculated
    $0
    Hours/week
    5
  • RODNEY R AKERS

    GOVERNOR

    Total calculated
    $0
    Hours/week
    5
  • TINA FRYLING

    GOVERNOR

    Total calculated
    $0
    Hours/week
    5
  • SEAN P MCDONOUGH

    GOVERNOR (LEFT 5/25)

    Total calculated
    $0
    Hours/week
    5
  • HILLARY A MADDEN

    GOVERNOR (JOIN 5/25)

    Total calculated
    $0
    Hours/week
    5
  • STEPHANIE F LATIMORE

    GOVERNOR

    Total calculated
    $0
    Hours/week
    5
  • RICHARD MANILLA

    GOVERNOR

    Total calculated
    $0
    Hours/week
    5
  • CHRISTOPHER G GVOZDICH

    GOVERNOR (LEFT 5/25)

    Total calculated
    $0
    Hours/week
    5 + 0.5 related
  • KRYSTAL TIFFANY EDWARDS

    GOVERNOR (JOIN 5/25)

    Total calculated
    $0
    Hours/week
    5
  • JEFFREY SCOTT DUBOIS

    GOVERNOR (LEFT 5/25)

    Total calculated
    $0
    Hours/week
    5
  • DANIEL C MCKENRICK

    GOVERNOR (JOIN 5/25)

    Total calculated
    $0
    Hours/week
    5
  • MATTHEW M HAAR

    GOVERNOR (LEFT 5/25)

    Total calculated
    $0
    Hours/week
    5
  • ALLEN D ADRASCIK

    GOVERNOR (JOIN 5/25)

    Total calculated
    $0
    Hours/week
    5
  • GABRIELA G RAFUL

    GOVERNOR (JOIN 5/25)

    Total calculated
    $0
    Hours/week
    5
  • MATTHEW HOLLIDAY

    EXECUTIVE DIRECTOR

    Total calculated
    $274,511
    From this org
    $248,415
    From related orgs
    $0
    Other
    $26,096
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $247,292
    Bonus
    $0
    Other
    $1,123
    Deferred
    $14,991
    Nontaxable benefits
    $11,105
    Filer's total
    $274,511
  • WILLIAM R CHRISTMAN III

    DEPUTY EXECUTIVE DIRECTOR

    Total calculated
    $249,482
    From this org
    $205,658
    From related orgs
    $0
    Other
    $43,824
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $205,658
    Bonus
    $0
    Other
    $0
    Deferred
    $13,087
    Nontaxable benefits
    $30,737
    Filer's total
    $249,482
  • TERRY RODGERS

    DIRECTOR OF IT

    Total calculated
    $189,125
    From this org
    $167,770
    From related orgs
    $0
    Other
    $21,355
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $167,770
    Bonus
    $0
    Other
    $0
    Deferred
    $10,244
    Nontaxable benefits
    $11,111
    Filer's total
    $189,125
  • LISA L HOGAN

    DIRECTOR OF FINANCE

    Total calculated
    $198,427
    From this org
    $165,090
    From related orgs
    $0
    Other
    $33,337
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $165,090
    Bonus
    $0
    Other
    $0
    Deferred
    $10,500
    Nontaxable benefits
    $22,837
    Filer's total
    $198,427
  • CLAIR PAPIEREDIN

    DIR. OF CONTENT DEVELOPMENT

    Total calculated
    $166,689
    From this org
    $146,313
    From related orgs
    $0
    Other
    $20,376
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $146,313
    Bonus
    $0
    Other
    $0
    Deferred
    $9,129
    Nontaxable benefits
    $11,247
    Filer's total
    $166,689
  • ERIKA BLOOOM

    DIRECTOR OF CONTENT DELIVERY

    Total calculated
    $176,361
    From this org
    $144,432
    From related orgs
    $0
    Other
    $31,929
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $144,432
    Bonus
    $0
    Other
    $0
    Deferred
    $9,092
    Nontaxable benefits
    $22,837
    Filer's total
    $176,361

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 · 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

The filer's explanations (Part III)

PART I, LINE 1B
THE BOARD AND OFFICERS FOLLOW A WRITTEN EXPENSE POLICY. THE TREASURER APPROVES THE EXECUTIVE DIRECTOR'S EXPENSES. THE WRITTEN POLICY DETAILS TO WHICH EVENTS TRAVEL COMPANIONS FOR EXECUTIVE OFFICERS ARE ALLOWED.

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.

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.

Provenance

Return type
form_990
Tax year
2025
Filed
30 April 2026
IRS schema version
2025v4.1
Source object
202611279349301751

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