2024-02-14T16:35:18-06:00 2023-06-30 161092347 MENGEL METZGER BARR & CO LLP 100 CHESTNUT STREET SUITE 1200 ROCHESTER NY 14604 990 2022-07-01 160834505 MONROE COUNTY BAR ASSOCIATION MONR 5855461817 255 EAST AVENUE 305 ROCHESTER NY 14604 PAUL LECLAIR ESQ TREASURER 5855461817 2023-11-15 1 PAUL LECLAIR ESQ XXX-XX-XXXX 1 JACQUELINE B LEE CPA P00842765 5854231860 2024-01-29 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LANGSTON MCFADDEN ESQ 255 EAST AVENUE 305 ROCHESTER NY 14604 779119 0 X WWW.MCBA.ORG X 1892 NY TO IMPROVE THE QUALITY AND ACCESSIBILITY OF JUSTICE; PROMOTE RESPECT FOR AND UNDERSTANDING OF THE LAW; ENHANCE PROFESSIONAL GROWTH; PROMOTE FULFILLMENT, EXCELLENCE, COLLEGIALITY AND DIVERSITY AMONG ITS MEMBERS; AND SERVE AS THE VOICE OF THE PROFESSION. 21 21 7 27 29728 2461 157482 37200 619737 673255 18189 11481 -15930 -23747 779478 698189 0 0 0 0 429544 479639 0 0 0 209070 233422 638614 713061 140864 -14872 1001689 1376409 253353 608078 748336 768331 TO IMPROVE THE QUALITY AND ACCESSIBILITY OF JUSTICE; PROMOTE RESPECT FOR AND UNDERSTANDING OF THE LAW; ENHANCE PROFESSIONAL GROWTH; PROMOTE FULFILLMENT, EXCELLENCE, COLLEGIALITY AND DIVERSITY AMONG ITS MEMBERS; AND SERVE AS THE VOICE OF THE PROFESSION. 0 0 ATTORNEY DIRECTORY - THE BAR PRODUCES AN ATTORNEY DIRECTORY OF ALL ATTORNEYS WITHIN THE DISTRICT FOR SALE TO MEMBERS AND NON-MEMBERS. THIS IS A RESOURCE OF INFORMATION THAT BENEFITS THE LEGAL PROFESSION AS A WHOLE. APPROXIMATELY 1455 CLIENTS WERE SERVED. LAWYER REFERRAL SERVICE - ASSISTS PUBLIC BY ACTING AS A LIAISON BETWEEN THE PUBLIC AND ATTORNEY, FINDS A SUITABLE ATTORNEY FOR THE INDIVIDUAL'S SITUATION, PROVIDES ATTORNEY CONTACT INFORMATION TO THE INDIVIDUAL, AND NOTIFIES THE ATTORNEY. 1,394 CLIENTS SERVED. COMMITTEES - APPROXIMATELY TWO DOZEN COMMITTEES FOCUS ON VARIETY OF LEGAL AREAS/ISSUES. 0 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 1 1 0 7 1 1 1 0 0 0 0 0 0 0 X 21 21 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X KATHY FICO 5855461817 255 EAST AVENUE NO 305 ROCHESTER NY 14604 JILL PAPERNO ESQ IMMEDIATE PAST PRESIDENT - RESIGNED DURING YEAR 1.00 2.00 X X 0 0 0 ELIZABETH NICOLAS ESQ TRUSTEE - RESIGNED DURING YEAR 1.00 1.00 X 0 0 0 FERNANDO SANTIAGO ESQ TRUSTEE - RESIGNED DURING YEAR 1.00 1.00 X 0 0 0 LAURA SMALLEY ESQ TREASURER 1.00 1.00 X X 0 0 0 HON ELIZABETH WOLFORD TRUSTEE - RESIGNED DURING YEAR 1.00 1.00 X 0 0 0 MAGGIE ROBB ESQ TRUSTEE - RESIGNED DURING YEAR 1.00 1.00 X 0 0 0 BRADLEY KAMMHOLZ ESQ IMMEDIATE PAST PRESIDENT 1.00 1.00 X X 0 0 0 SIDDHARTH BAHL ESQ TRUSTEE 1.00 X 0 0 0 NICOLE BLACK ESQ TRUSTEE 1.00 X 0 0 0 MEREDITH LAMB ESQ TRUSTEE 1.00 X 0 0 0 LANGSTON MCFADDEN ESQ PRESIDENT 2.00 2.00 X X 0 0 0 JENNIFER SCHAUERMAN ESQ TRUSTEE 1.00 X 0 0 0 CHRISTIN CORNETTA ESQ TRUSTEE 1.00 X 0 0 0 SANJEV DEVABHAKTUNU ESQ TRUSTEE 1.00 X 0 0 0 NINTERETSE JEAN PIERRE ESQ TRUSTEE 1.00 X 0 0 0 KATERINA KRAMARCHYK ESQ TRUSTEE 1.00 X 0 0 0 ADRIAN NEIL ESQ TRUSTEE 1.00 X 0 0 0 HON CHARLES SCHIANO TRUSTEE 1.00 X 0 0 0 DAVID TENNANT ESQ TRUSTEE 1.00 X 0 0 0 CASSANDRA RICH ESQ PRESIDENT ELECT - JOINED DURING YEAR 2.00 2.00 X X 0 0 0 SAREER FAZILI ESQ SECRETARY - JOINED DURING YEAR 1.00 X X 0 0 0 MARITZA BUITRAGO ESQ TRUSTEE - JOINED DURING YEAR 1.00 X 0 0 0 HON MAIJA DIXON ESQ TRUSTEE - JOINED DURING YEAR 1.00 X 0 0 0 RITA NISCHAL ESQ TRUSTEE - JOINED DURING YEAR 1.00 X 0 0 0 DANIELLE WILD ESQ TRUSTEE - JOINED DURING YEAR 1.00 X 0 0 0 LORI O'BRIEN ESQ SECRETARY - RESIGNED DURING YEAR 1.00 X X 0 0 0 KEVIN F RYAN ESQ EXECUTIVE DIRECTOR 30.00 26.00 X 117994 0 19533 117994 0 19533 1 0 0 0 0 26200 11000 37200 MEMBERSHIP DUES 541900 284215 284215 ADMINISTRATION 541900 221037 214567 6470 ATTORNEY DIRECTORY 541100 66566 56383 10183 LAWYER REFERRAL SERVIC 541100 63374 63374 COMMITTEES 541100 22760 22760 15303 2228 13075 673255 11558 11558 47286 47363 -77 -77 -77 9820 26200 33567 -23747 -23747 698189 643527 29728 -12266 137527 281625 16842 11507 32138 10000 2848 4327 8315 40818 59662 6293 17597 7559 SECTIONS 25520 ATTORNEY DIRECTORY 22227 MEMBERSHIP DEVELOPMENT 9758 BAR CENTER OPERATIONS 7380 11118 713061 222629 212389 2377 2193 23964 5009 19708 13484 136209 101730 48664 34479 245176 261154 212113 239819 227058 607882 1001689 1376409 35990 42980 214299 199262 3064 365836 253353 608078 X 746836 767206 1500 1125 748336 768331 1001689 1376409 -14872 34867 0 X X 1 X 0 1 0 17906 2984 14922 118303 98746 19557 34479 313.00 ISHARES CORE S&P 500 ETF 139507 F 1,380.00 VANGUARD TOTAL BOND MARKET ETF 100312 F 239819 DUE FROM RELATED PARTY, NET 242046 RIGHT-OF-USE ASSETS 365836 607882 OPERATING LEASE LIABILITIES 365836 365836 X 766623 34867 33567 68434 698189 0 698189 746628 33567 33567 713061 0 713061 PART X, LINE 2: THE BAR IS A NON-PROFIT CORPORATION EXEMPT FROM INCOME TAXES AS A CORPORATION QUALIFIED UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. THE CENTER FOR EDUCATION AND THE FOUNDATION ARE NOT-FOR-PROFIT CORPORATIONS EXEMPT FROM INCOME TAXES AS ORGANIZATIONS QUALIFIED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE CENTER FOR EDUCATION AND THE FOUNDATION HAVE ALSO BEEN CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS ENTITIES THAT ARE NOT PRIVATE FOUNDATIONS. WITH FEW EXCEPTIONS, THE BAR, CENTER FOR EDUCATION, AND FOUNDATION ARE NOT SUBJECT TO U.S. FEDERAL OR STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS ENDED PRIOR TO JUNE 30, 2020. THE TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2020 THROUGH JUNE 30, 2023 ARE STILL SUBJECT TO POTENTIAL AUDIT BY THE IRS AND TAX AUTHORITIES IN NEW YORK STATE. MANAGEMENT BELIEVES IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT HAS NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE ASSOCIATION DID NOT MAKE ANY INCOME TAX PAYMENTS ON UNRELATED BUSINESS INCOME FOR THE YEAR ENDED JUNE 30, 2023. THE ASSOCIATION PAID APPROXIMATELY $900 IN INCOME TAX ON UNRELATED BUSINESS INCOME DURING THE YEAR ENDED JUNE 30, 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 33,567. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 33,567. HOLIDAY PARTY 16445 10750 5695 14131 430 LAW DAY 10800 8250 2550 14142 235 1 7200 7200 1743 1043 34445 26200 8245 30016 1708 31724 -23479 THE MONROE COUNTY BAR CENTER FOR EDUCATION CORPORATE MEMBER OF THE MONROE COUNTY BAR CENTER FOR EDUCATION 150000 MANAGEMENT FEES FOR SERVICES PROVIDED TO THE MONROE COUNTY BAR CENTER FOR EDUCATION. 0 FOUNDATION OF THE MONROE COUNTY BAR ORGANIZATION CONTROLLED BY MONROE COUNTY BAR ASSOCIATION 42500 MANAGEMENT FEES 0 FORM 990, PART VI, SECTION A, LINE 6 THE MONROE COUNTY BAR ASSOCIATION HAS REGULAR MEMBERS AND AFFILIATE MEMBERS WHO PAY DUES AS REQUIRED BY THE ASSOCIATION, AS DETERMINED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7A ONLY REGULAR MEMBERS CAN VOTE TO ELECT THE BOARD OF TRUSTEES OR SERVE AS AN ELECTED OFFICER OR TRUSTEE OF THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7B THE MONROE COUNTY BAR ASSOCIATION REQUIRES APPROVAL OF ITS MEMBERS TO AMEND ITS CERTIFICATE OF INCORPORATION, MERGE OR CONSOLIDATE, DISSOLVE, AND/OR SELL OF ALL OR SUBSTANTIALLY ALL OF THE CORPORATION'S ASSETS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS GIVEN TO THE TREASURER, EXECUTIVE DIRECTOR AND BUSINESS MANAGER FOR REVIEW AND APPROVAL. THE RETURNS ARE THEN REVIEWED BY THE FINANCE COMMITTEE AND AUDIT COMMITTEE AND THEN DISTRIBUTED TO THE FULL BOARD OF TRUSTEES PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES REVIEWS AND CONDUCTS FOLLOW-UP ON ANY CONFLICTS WHICH MAY ARISE. FORM 990, PART VI, SECTION B, LINE 15A AN EXECUTIVE SESSION IS HELD WHEREBY THE CONFERENCE OF METROPOLITAN OF BAR ASSOCIATION'S EXECUTIVE COMPENSATION SURVEY RESULTS ARE REVIEWED. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII THE AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OR REVIEW. THIS IS THE SAME PROCESS AS IN THE PRIOR YEAR. FOUNDATION OF THE MONROE COUNTY BAR 255 EAST AVENUE SUITE 305 ROCHESTER NY 14604 166073110 TO IMPROVE THE ADMINISTRATION OF JUSTICE NY 501(C)(3) LINE 10 MONROE COUNTY BAR ASSOCIATION 1 MONROE COUNTY BAR CENTER FOR EDUCATION ONE WEST MAIN STREET 10TH FLOOR ROCHESTER NY 14614 161601349 SUPPORTING AND CONDUCTING CHARITABLE EDUCATIONAL ACTIVITIES OF THE BAR NY 501(C)(3) LINE 12D, III-O MONROE COUNTY BAR ASSOCIATION 1 PRE-TRIAL SERVICES CORPORATION 255 EAST AVENUE SUITE 305 ROCHESTER NY 14604 160976225 PROVIDES INTERVENTION AND ALTERNATIVES TO DETENTION FOR PERSONS ACCUSED NY 501(C)(3) LINE 7 MONROE COUNTY BAR ASSOCIATION 1 0 0 1 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 MONROE COUNTY BAR CENTER FOR EDUCATION L 150000 FMV MONROE COUNTY BAR CENTER FOR EDUCATION D 213021 COST