2024-11-06T10:17:21-06:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 4501 TAMIAMI TRAIL NORTH SUITE 200 NAPLES FL 341033548 990 2023-07-01 591539262 COLLIER COUNTY BAR ASSOCIATION INC COLL 2392528711 3315 EAST TAMIAMI TRAIL 505 NAPLES FL 34112 JAMIE SCHWINGHAMER TREASURER 2392528711 2024-10-25 1 0 AMELIA COOPER P00437898 2392628686 2024-10-25 2023 2024-10-15 13:58:12Z JAMIE SCHWINGHAMER 3315 EAST TAMIAMI TRAIL 505 NAPLES FL 34112 505188 0 X WWW.COLLIERCOUNTYBAR.ORG X 1974 FL TO ADVANCE THE LEGAL PROFESSION WITHIN COLLIER COUNTY, FLORIDA. 11 11 6 12 33228 0 366046 262473 166747 239511 201 2980 923 224 533917 505188 1000 100 0 0 260986 271746 0 0 0 306153 246883 568139 518729 -34222 -13541 471162 424126 242153 208658 229009 215468 X TO ADVANCE THE LEGAL PROFESSION WITHIN COLLIER COUNTY, FLORIDA; TO IMPROVE BUSINESS CONDITIONS UNDER WHICH THE ATTORNEYS OF COLLIER COUNTY PRACTICE; TO PROMOTE IMPROVEMENTS IN THE ADMINISTRATION OF JUSTICE AND THE COURTS WITHIN; CONTINUED ON SCHEDULE OCOLLIER COUNTY, FLORIDA TO PROMOTE THE OBSERVANCE OF LEGAL ETHICS BY ATTORNEYS AND JUDGES WITHIN COLLIER COUNTY, FLORIDA; TO PROMOTE AND ENCOURAGE HIGH STANDARDS OF INTEGRITY, HONOR AND COURTESY IN THE LEGAL PROFESSION; TO PROMOTE AND FACILITATE CONTINUING LEGAL EDUCATION FOR ITS MEMBERS; TO PROMOTE AND ENCOURAGE THE PROVISION OF LEGAL AND FINANCIAL AID TO THE INDIGENT WITHIN COLLIER COUNTY, FLORIDA; TO PROMOTE A BETTER UNDERSTANDING BETWEEN THE GENERAL PUBLIC AND THE LEGAL PROFESSION; AND TO CARRY OUT ANY OTHER RELATED OR CORRESPONDING CHARITABLE PURPOSES, INCLUDING THE DISTRIBUTION OF ITS FUNDS FOR SUCH PURPOSES. 0 0 LAWYERS REFERRAL SERVICE- THIS PROGRAM PROVIDES A REFERRAL SERVICE TO THE COMMUNITY AND FOR THOSE MEMBERS OF THE COLLIER COUNTY BAR ASSOCIATION (CCBA) WHO PAY DUES TO BE MEMBERS OF THIS PROGRAM. THE REFERRED CLIENT PAYS THE CCBA A FLAT FEE OF $50 FOR EACH REFERRAL. THE ATTORNEY IS ALSO REQUIRED TO PAY 10% OF THE TOTAL FEE GENERATED FROM THE REFERRAL. DURING THE YEAR OVER 7,800 REFERRALS WERE MADE, OF THOSE APPROXIMATELY 2,000 CLIENTS WERE PLACED. REVENUE TO THE PROGRAM WAS GENERATED AS FOLLOWS:DUES $ 3,700FEES $ 27,450COMMISSIONS $ 42,829TOTAL REVENUES $ 73,979 PRACTICE SECTIONS - FAMILY LAW, REAL ESTATE, TRUST AND ESTATES, TRIAL, ALTERNATIVE DISPUTE RESOLUTION, AND YOUNG LAWYERS. THIS PROGRAM PROVIDES CONTINUING LEGAL EDUCATION TO THE MEMBERS OF THE CCBA AND FOSTERS GOOD COMMUNITY RELATIONS. SEMINARS SPONSORED BY THE GROUP BENEFITTED NEARLY 800 MEMBERS. NEWSLETTER- THE NEWSLETTER PROVIDES MEMBERS OF THE CCBA WITH CURRENT INFORMATION ABOUT THE CCBA, COURT SCHEDULES, NEW FILING REQUIREMENTS, EDUCATIONAL ARTICLES, ETC. THE NEWSLETTER IS PUBLISHED TEN TIMES EACH YEAR WITH EIGHT HUNDRED COPIES DISTRIBUTED EACH ISSUE, APPROXIMATELY 300 OF WHICH ARE SENT VIA E-MAIL. REVENUE IN THE AMOUNT OF $33,228 WAS GENERATED FROM THE SALE OF ADVERTISING IN THE NEWSLETTER. 0 1 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 6 1 1 1 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 0 0 1 0 0 FL X LISA TERWILLIGER 2392528711 3315 EAST TAMIAMI TRAIL 505 NAPLES FL 34112 EDWARD LARSEN IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 RACHEL KERLEK PRESIDENT 2.00 X X 0 0 0 CHRISTOPHER DONOVAN PRESIDENT ELECT 1.00 X X 0 0 0 JAMIE SCHWINGHAMER TREASURER 1.00 X X 0 0 0 CHARLES WHITTINGTON SECRETARY 1.00 X X 0 0 0 HILDA CENECHARLES DIRECTOR 1.00 X 0 0 0 RACHAEL LOUKONEN DIRECTOR 1.00 X 0 0 0 DONNA MARSHALL DIRECTOR 1.00 X 0 0 0 SABSINA KARIMI DIRECTOR 1.00 X 0 0 0 MICHAEL SNEERINGER DIRECTOR 1.00 X 0 0 0 JAMES STEWART DIRECTOR 1.00 X 0 0 0 LISA TERWILLIGER EXECUTIVE DIRECTOR 40.00 X 123920 0 7523 123920 0 7523 1 0 0 0 0 151760 94263 16450 262473 MEMBER FUNCTIONS 900099 125550 125550 LAWYER REFERRAL SERVIC 900099 73979 73979 NEWSLETTER ADVERTISING 513190 33228 33228 SEMINARS 900099 5485 5485 FEE REVENUE 900099 1224 1224 45 45 239511 2980 2980 COPYING & POSTAGE 900099 224 224 224 505188 206283 33228 3204 100 132911 92234 2913 26183 17505 2336 2232 20271 11793 309 1575 74672 1695 5881 NEWSLETTER EXPENSES 48383 LAW LIBRARY 43834 DCA DINNER EXPENSE 20944 DUES AND MEMBERSHIPS 8114 4844 518729 106899 63082 362423 315119 1733 4466 55 55 45775 4371 52 41404 471162 424126 42679 34434 179959 166404 19515 7820 242153 208658 X 0 0 0 0 229009 215468 229009 215468 471162 424126 -13541 0 X X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 41140 1371 39769 4635 3000 1635 41404 DUE TO FOUNDATION 7820 7820 FORM 990, PART VI, SECTION A, LINE 6 THE CCBA HAS FIVE CLASSES OF MEMBERSHIP: REGULAR - MEMBERS WHO ARE ATTORNEYS REGISTERED WITH THE FLORIDA BAR; AFFILIATES - MEMBERS WHO ARE NON-FLORIDA ATTORNEYS OR MEMBERS OF RELATED PROFESSIONS; HONORARY - MEMBERS WHO ARE JUDGES OR WHO HAVE SERVED 50 YEARS OR MORE AS FLORIDA BAR ATTORNEYS; LAW STUDENTS - CURRENT STUDENTS IN ANY US LAW SCHOOL; GOVERNMENT - MEMBERS WHO WORK FOR LOCAL OR STATE GOVERNMENT. FORM 990, PART VI, SECTION A, LINE 7A REGULAR AND GOVERNMENT MEMBERS VOTE EACH SPRING TO ELECT THE NEW DIRECTORS FOR OUR BOARD TO FILL OPENINGS BY THOSE LEAVING OR MOVING INTO OFFICER POSITIONS. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENTS TO OUR BYLAWS ARE SUBJECT TO APPROVAL BY OUR REGULAR AND GOVERNMENT MEMBERS. THIS HAPPENS RARELY, BUT WHEN IT DOES, MEMBERS ARE GIVEN NOTICE THAT A VOTE WILL TAKE PLACE AT AN UPCOMING MEETING. THOSE IN ATTENDANCE VOTE TO APPROVE OR DENY THE AMENDMENT. FORM 990, PART VI, SECTION B, LINE 11B OFFICERS, ESPECIALLY THE TREASURER, WILL BE GIVEN THE OPPORTUNITY TO REVIEW THE FORM BEFORE IT IS FILED. THEY WILL MAKE THEIR RECOMMENDATIONS TO THE ENTIRE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD IS REQUIRED TO READ AND ACKNOWLEDGE THE CONFLICT OF INTEREST STATEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD PERFORMS A COMPARABILITY SURVEY WHEN DETERMINING THE TOP MANAGEMENT OFFICIAL'S SALARY. PERFORMANCE IS ALSO CONSIDERED IN DETERMINING THE SALARY. THE LAST PERFORMANCE REVIEW WAS DONE IN 2023. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE FOR PUBLIC INSPECTION UPON WRITTEN REQUEST. PART XII LINE 1 THE ASSOCIATION USES THE MODIFIED CASH BASIS OF ACCOUNTING. COLLIER COUNTY BAR FOUNDATION INC 3315 TAMIAMI TRAIL EAST SUITE 505 NAPLES FL 34112 650268501 ENCOURAGE AND PROMOTE EDUCATION AND COMMUNITY AWARENESS OF THE LAW FL 501(C)(3) LINE 7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0