2024-05-15T08:03:53-05:00 2023-06-30 620713250 KRAFTCPAS PLLC 555 GREAT CIRCLE ROAD NASHVILLE TN 37228 990 2022-07-01 620514943 TENNESSEE BAR ASSOCIATION TENN 6153837421 3310 WEST END AVENUE 590 NASHVILLE TN 37203 SHEREE WRIGHT EXECUTIVE DIRECTOR 6153837421 2024-05-15 1 SHEREE WRIGHT 999009999 0 X FRANCES E LEAHY P00713593 6152427351 2024-05-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X SHEREE WRIGHT 3310 WEST END AVENUE 590 NASHVILLE TN 37203 5298267 0 X TBA.ORG X 1881 TN FOSTER EDUCATION, MAINTAIN LEGAL PROFESSION HONOR & ETHICS & PROMOTE RELATIONSHIPS WITH THE PUBLIC 25 25 24 0 76871 0 304682 0 3283578 3277188 322798 193340 694910 1035881 4605968 4506409 0 0 0 0 1915058 2454458 0 0 0 1874077 1772646 3789135 4227104 816833 279305 9447884 10104366 2863526 3111649 6584358 6992717 X TO FOSTER LEGAL EDUCATION, MAINTAIN THE HONOR OF THE LEGAL PROFESSION, CULTIVATE PROFESSIONAL ETHICS AND PROMOTE RELATIONSHIPS WITH THE PUBLIC 0 0 1558595 2697353 THE BAR SERVICES DIVISION ENCOMPASSES GENERAL OPERATIONS OF THE BAR AND OTHER ITEMS NOT CATEGORICALLY SEPARATED INTO ANOTHER DIVISION. GENERALLY INCLUDES WORKSHOPS AND GOVERNANCE MEETINGS. 347469 76871 THE COMMUNICATIONS DIVISION INCORPORATES CONNECTIONS WITH MEMBERS IN PRINT, ONLINE SECTION NEWSLETTERS OR DAILY EMAIL UPDATES TO INFORM OF CURRENT EVENTS, RELEVANT ARTICLES AND CHANGES IN LEGISLATION THAT IMPACT THE LEGAL PROFESSION. 373496 150299 THE MEMBER SERVICES DIVISION REPRESENTS SERVICES THAT ARE PROVIDED AS PART OF MEMBERSHIP WHICH MAY INCLUDE LEGAL RESEARCH ACCESS, AND DISCOUNTED SERVICES, AS WELL AS MEMBERSHIP DEVELOPMENT. 1002971 1311675 THE TBA OFFERS THE OPPORTUNIY FOR ACTIVE INVOLVEMENT VIA SECTIONS, COMMITTEES, DIVISIONS AND GOVERNING GROUPS. THESE GROUPS SERVE A RANGE OF PURPOSES, FROM PROVIDING IN-DEPTH INVOLVEMENT IN A PARTICULAR PRACTICE AREA, TO EDUCATIONAL AND SOCIAL ACTIVITIES TO LEADERSHIP OPPORTUNITIES FOR LEGAL PROFESSIONALS AT EVERY STAGE OF THEIR CAREER. THESE PROGRAMS INCLUDE THE YOUNG LAWYERS DIVISION THAT IS DEDICATED TO SERVING THE PROFESSIONAL NEEDS OF YOUNG LAWYERS AND SERVING THE PUBLIC AS THE "SERVICE ARM OF THE BAR." 1002971 1311675 3282531 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 3 0 1 24 1 1 1 0 0 0 0 0 0 0 X 25 25 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 TN X X DERRICK DISHNER 6153837421 3310 WEST END AVENUE 590 NASHVILLE TN 37203 JOYCELYN A STEVENSON EXEC DIRECTOR (END 11/22) 35.00 5.00 X 235494 0 18235 BARRY KOLAR ASST ED/INTERIM ED 35.00 5.00 X 151250 0 14289 DERRICK DISHNER DIRECTOR OF FINANCE 35.00 5.00 X 94261 0 9078 SHEREE WRIGHT EXEC DIRECTOR (START 7/23) 35.00 5.00 X 0 0 0 SHERIE EDWARDS IMM PAST PRESIDENT (END 6/23) 1.00 0.25 X X 0 0 0 TASHA BLAKNEY PRESIDENT/IMM PAST PRES 1.00 0.25 X X 0 0 0 JIM BARRY PRES ELECT/PRESIDENT 1.00 0.25 X X 0 0 0 EDWARD LANQUIST JR VICE PRESIDENT/PRES ELECT 1.00 X X 0 0 0 HEIDI BARCUS 2ND DIST GOVERNOR/VP 1.00 X X 0 0 0 TERICA SMITH SECRETARY 1.00 0.25 X X 0 0 0 MARY BETH MADDOX TREASURER 1.00 0.25 X X 0 0 0 SEAN AIELLO YLD VP (START 6/23) 1.00 X 0 0 0 AARON CHAPMAN 1ST DISTRICT GOVERNOR 1.00 X 0 0 0 DAVE CLARK DAG CONF (START 6/23) 1.00 X 0 0 0 MARY DOHNER SMITH MIDDLE TN GOVERNOR (END 6/23) 1.00 X 0 0 0 BRITTANY FAITH EAST TN GOVERNOR 1.00 X 0 0 0 JOHN FARRINGER IV 5TH DISTRICT GOVERNOR 1.00 X 0 0 0 CHANCELLOR PAMELA FLEENOR PRES TN JUDICIAL CONF (END 6/23) 1.00 X 0 0 0 SHELLEY GARDNER PUBLIC DEF CONF (END 6/23) 1.00 X 0 0 0 CHARLOTTE KNIGHT GRIFFIN SPEAKER OF THE HOD 1.00 X 0 0 0 KIM HELPER DAG CONF (END 6/23) 1.00 X 0 0 0 BEN JONES 2ND DIST GOVERNOR (START 6/23) 1.00 X 0 0 0 BILLY LESLIE MIDDLE TN GOVERNOR 1.00 X 0 0 0 DAVID MCDOWELL EAST TN GOVERNOR (START 6/23) 1.00 X 0 0 0 JUDGE CREED MCGINLEY WEST TN GOVERNOR (END 6/23) 1.00 X 0 0 0 RACHEL MOSES 4TH DISTRICT GOVERNOR 1.00 X 0 0 0 KIM NELSON PUBLIC DEF CONF (START 6/23) 1.00 X 0 0 0 CHANCELLOR WILL PERRY WEST TN GOVERNOR 1.00 X 0 0 0 ANDREW ROSKIND EAST TN GOVERNOR (END) 6/23 1.00 X 0 0 0 JUDGE VALERIE SMITH PRES TN JUDICIAL CONF (START 6/23) 1.00 X 0 0 0 FRANK THACHER III 8TH DISTRICT GOVERNOR 1.00 X 0 0 0 QUINTON THOMPSON YLD PRESIDENT 1.00 X 0 0 0 CHRISTOPHER VARNER 3RD DISTRICT GOVERNOR 1.00 X 0 0 0 DAVID VEILE 6TH DISTRICT GOVERNOR 1.00 X 0 0 0 MATTHEW WILLIS 7TH DISTRICT GOVERNOR 1.00 X 0 0 0 AMY WILLOUGHBY BRYANT 5TH DISTRICT GOVERNOR 1.00 X 0 0 0 DEBORAH YEOMANS-BARTON EAST TN GOVERNOR (END 6/23) 1.00 X 0 0 0 481005 0 41602 2 0 1 0 0 BAR SERVICES 541100 2697353 2697353 SECT, DIVISION, ETC 541100 223680 223680 MEMBERS SERVICES 541100 150299 150299 MEETINGS AND TRAVEL PR 611710 128985 128985 ADVERTISING 541800 76871 76871 3277188 191614 191614 92804 92804 793584 791858 1726 1726 1726 REIMBURSEMENT FOR EXPE 541100 920219 920219 OTHER INCOME 541990 22858 22858 943077 4506409 4236198 76871 193340 464310 308610 155700 1663416 1510048 153368 143228 130894 12334 34449 29574 4875 149055 131427 17628 22183 22183 17849 17849 164155 139097 25058 92019 86434 5585 100000 100000 133070 133070 251984 251984 244229 244229 46327 46327 17534 17534 MISCELLANEOUS EXPENSE 350234 350234 ADMINISTRATIVE FEES 333062 333062 4227104 3282531 944573 0 3346429 3566731 14185 10106 2816135 2788904 75352 62720 736194 669928 100179 66266 2953262 3121770 152752 142342 335117 9447884 10104366 395384 393004 2335842 2351585 132300 367060 2863526 3111649 X 6584358 6992717 6584358 6992717 9447884 10104366 279305 129054 0 X X 0 1 X 1 0 0 0 1 2921032 274711 274711 457406 -182695 736194 669928 66266 66266 DEFERRED COMPENSATION 152752 OPERATING LEASE LIABILITY, NET OF CURRENT PORTION 214308 367060 X PART X, LINE 2: DEFERRED COMPENSATION REPRESENTS AMOUNTS DEFERRED FOR CERTAIN EMPLOYEES UNDER A PREVIOUSLY ACTIVE NON-QUALIFIED DEFERRED COMPENSATION PLAN. THE PLAN WAS SUSPENDED EFFECTIVE JANUARY 1, 1998. THE LIABILITY INCLUDES AMOUNTS OF COMPENSATION DEFERRED, INVESTMENT EARNINGS AND CHANGES IN MARKET VALUE. AS OF JUNE 30, 2023 AND 2022, THE ASSETS OF THE PLAN ARE INVESTMENT IN EQUITY MUTUAL FUNDS OF $152,752 AND $132,300, RESPECTIVELY. THE ASSOCIATION DID NOT PAY ANY DISTRIBUTIONS TO PLAN PARTICPANTS DURING EITHER 2023 OR 2022. NET INVESTMENT EARNINGS ARE NOT RECORDED AS REVENUE OF THE ASSOCIATION BUT ARE RECORDED AS INCREASES TO THE DEFERRED COMPENSATION LIABILITY SINCE ALL INVESTMENT EARNINGS ARE VESTED TO THE PARTICIPANTS IN THE NON-QUALIFIED PLAN. PART X - FASB ASC 740 FOOTNOTE THE BAR IS OPERATED AS A TAX-EXEMPT ORGANIZATION AS DESCRIBED UNDER SECTION 501(C) (6) OF THE INTERNAL REVENUE CODE AND IS THEREFORE EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THE BAR IS TAXABLE FOR THE STATE EXCISE TAXES RELATED TO UNRELATED BUSINESS INCOME ACTIVITY. THE BAR FILES A FEDERAL FORM 990 FOR ORGANIZATIONS EXEMPT FROM INCOME TAX AND FORM 990-T, AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN. IN ADDITION, THE BAR FILES A TENNESSEE FRANCHISE AND EXCISE TAX RETURN. MANAGEMENT PERFORMS AN EVALUATION OF ALL INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE ASSOCIATION'S INCOME TAX RETURNS TO DETERMINE WHETHER THE INCOME TAX POSITIONS MEET A "MORE LIKELY THAN NOT" STANDARD OF BEING SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS PERFORMED ITS EVALUATION OF ALL INCOME TAX POSITIONS TAKEN ON ALL OPEN INCOME TAX RETURNS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE "MORE LIKELY THAN NOT" STANDARD. ACCORDINGLY, THERE WERE NO PROVISIONS FOR INCOME TAXES, PENALTIES OR INTEREST RECEIVABLE OR PAYABLE RELATING TO UNCERTAIN INCOME TAX POSITIONS IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. X X X X X 0 0 0 JOYCELYN A STEVENSON EXEC DIRECTOR (END 11/22) 225494 0 10000 0 0 0 18235 0 0 0 253729 0 0 0 BARRY KOLAR ASST ED/INTERIM ED 139324 0 11926 0 0 0 14289 0 0 0 165539 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 ANY MEMBER OF THE LEGAL PROFESSION IN GOOD STANDING IS ELIGIBLE FOR MEMBERSHIP IN THE ASSOCIATION. THERE IS ALSO A CATEGORY FOR NON-VOTING LAW STUDENT MEMBERS IN WHICH ANY LAW STUDENT IS ELIGIBLE TO BECOME A STUDENT MEMBER. FORM 990, PART VI, SECTION A, LINE 7A THE NINE DISTRICT GOVERNORS OF THE THREE GRAND DIVISION GOVERNORS SHALL BE ELECTED BY VOTING MEMBERS FOR THEIR RESPECTIVE DISTRICTS OF GRAND DIVISIONS. A VACANCY IN THE OFFICE OF GOVERNOR MAY BE FILLED BY APPOINTMENT OF THE BOARD OF GOVERNORS. THE APPOINTEE SERVES UNTIL THE NEXT ANNUAL ELECTION. FORM 990, PART VI, SECTION B, LINE 11B THE ASSOCIATION'S FORM 990 IS PREPARED BY AN ACCOUNTING FIRM, REVIEWED BY THE EXECUTIVE DIRECTOR AND FINANCE DIRECTOR AND FORWARDED TO THE TREASURER, ASSISTANT TREASURER, AND TAX COUNSEL, IF ANY, FOR REVIEW. THE FORM 990 IS PROVIDED TO MEMBERS OF THE GOVERNING BODY UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C THE ASSOCIATION REQUIRES EMPLOYEES TO READ AND COMPLETE A CONFLICT OF INTEREST FORM WHEN HIRED AND THE FORM IS UPDATED AS NEEDED. FORM 990, PART VI, SECTION B, LINE 15 THE TBA OPERATIONS COMMITTEE AND EXECUTIVE COMMITTEE ANNUALLY CONDUCTS A PERFORMANCE EVALUATION OF TBA EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES. ALL INDIVIDUALS INVOLVED ARE INDEPENDENT. COMPENSATION RECOMMENDATIONS ARE BASED ON INDEPENDENTLY CONDUCTED SLARY COMPARABILITY STUDIES. THE ENTIRE PROCESS IS DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE TBA MAKES ITS BYLAWS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. THE ORGANIZATION'S FORM 990 IS AVAILABLE ON OTHER WEBSITES. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. TENNESSEE LEGAL COMMUNITY FOUNDATION 3310 WEST END AVE 590 NASHVILLE TN 37203 621584777 SPONSORING LAW RELATED EDUCATION TN 501 (C) (3) LINE 10 N/A 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 TENNESSEE LEGAL COMMUNITY FOUNDATION E 1742122 BALANCE OF LOAN TENNESSEE LEGAL COMMUNITY FOUNDATION O 469931 EXPENSE ALLOCATION TENNESSEE LEGAL COMMUNITY FOUNDATION P 375000 EXPENSE ALLOCATION TENNESSEE LEGAL COMMUNITY FOUNDATION S 168105 EXPENSE ALLOCATION