2024-05-15T08:04:22-05:00 2023-06-30 620713250 KRAFTCPAS PLLC 555 GREAT CIRCLE ROAD NASHVILLE TN 37228 990 2022-07-01 621584777 TENNESSEE LEGAL COMMUNITY FOUNDATION TENN 6153837421 3310 WEST END AVE 590 NASHVILLE TN 37203 SHEREE WRIGHT EXECUTIVE DIRECTOR 6153837421 2024-05-15 1 SHEREE WRIGHT 999009999 0 X FRANCES E LEAHY P00713593 6152427351 2024-05-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X SHEREE WRIGHT 3310 WEST END AVE 590 NASHVILLE TN 37203 1716646 0 X TBA.ORG X 1994 TN PROVIDE CLE FOR MEMBERS OF THE TN LEGAL COMMUNITY AND INCREASE PUBLIC ACCESS TO OUR JUSTICE SYSTEM 6 6 0 6 0 0 0 33850 1586481 1589397 5335483 82799 112332 -12401 7034296 1693645 0 4975 0 0 0 0 0 0 2477 1549510 1540961 1549510 1545936 5484786 147709 7123085 7472985 2849701 2821832 4273384 4651153 THE TENNESSEE LEGAL COMMUNITY FOUNDATION IS A 501(C)(3) NONPROFIT THAT PROVIDES CONTINUING LEGAL EDUCATION FOR MEMBERS OF THE TENNESSEE LEGAL COMMUNITY AND WORKS TO INCREASE THE PUBLIC'S ACCESS TO OUR JUSTICE SYSTEM. 0 0 1416716 1000 1509469 THE FOUNDATION'S PRIMARY PURPOSE IS TO EDUCATE THE PUBLIC ON THE GENERAL CONCEPTS AND PROCEDURES OF THE UNITED STATES LEGAL SYSTEM. THIS PURPOSE IS ACCOMPLISHED BY OFFERING CLASSES AND CONFERENCES TO THE COMMUNITY ON MANY LEGAL TOPICS. 63954 3975 79928 LEADERSHIP LAW AIMS TO SERVE THE LEGAL PROFESSION BY EQUIPPING PARTICIPANTS WITH THE VISION, KNOWLEDGE, AND SKILLS NECESSARY TO SERVE AS LEADERS IN THE PROFESSION AND IN THE COMMUNITY AS A WHOLE. ELIGIBLE CANDIDATES WILL BE TENNESSEE LAWYERS WITH 5-15 YEARS OF EXPERIENCE BY THE TIME OF NOMINATION, CALCULATED FROM THE YEAR IN WHICH THEY WERE LICENSED. THE GOALS OF LEADERSHIP LAW ARE TO NURTURE EFFECTIVE LEADERSHIP WITH RESPECT TO ETHICAL, PROFESSIONAL, AND COMMUNITY SERVICE ISSUES, TO BUILD RELATIONSHIPS AMONG LEGAL LEADERS FROM ACROSS THE STATE AND FROM ACROSS DISCIPLINES WITHIN THE PROFESSION, TO RAISE THE LEVEL OF AWARENESS AMONG LAWYERS REGARDING THE BROAD RANGE OF ISSUES FACING THE LEGAL PROFESSION, AND TO ENHANCE THE DIVERSITY OF LEADERS WITHIN THE LEGAL PROFESSION AND THE COMMUNITY AS A WHOLE. 1480670 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 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 X 6 6 0 1 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 0 1 0 TN X DERRICK DISHNER 6153837421 3310 WEST END AVE 590 NASHVILLE TN 37203 JOYCELYN A STEVENSON EXEC DIRECTOR (END 11/22) 5.00 35.00 X 0 235494 18235 BARRY KOLAR ASST ED/INTERIM ED 5.00 35.00 X 0 151250 14289 DERRICK DISHNER DIRECTOR OF FINANCE 5.00 35.00 X 0 94261 9078 SHEREE WRIGHT EXEC DIRECTOR (START 7/23) 5.00 35.00 X 0 0 0 SHERIE EDWARDS CHAIR 0.25 1.00 X X 0 0 0 TASHA BLAKNEY VICE CHAIR 0.25 1.00 X X 0 0 0 TERICA SMITH SECRETARY 0.25 1.00 X X 0 0 0 MARY BETH MADDOX TREASURER 0.25 1.00 X X 0 0 0 MATTHEW EVANS GENERAL COUNSEL 0.25 X 0 0 0 JIM BARRY TRUSTEE 0.25 1.00 X 0 0 0 0 481005 41602 0 0 1 0 0 4150 29700 33850 LEGAL EDUCATION 611430 1310309 1310309 TBALL 611430 279088 279088 1589397 82799 82799 10600 29700 23001 -12401 -12401 1693645 1589397 0 70398 1000 1000 3975 3975 2501 2501 4209 4209 34853 34853 25322 22711 134 2477 30148 30148 92804 92804 17730 17730 270265 270265 53164 53164 920219 920219 1892 1892 CLE FILING FEES 55000 55000 MATERIAL - ONLINE COURS 24570 24570 FELLOWS OF TBA EXPENSES 5503 5503 TAXES AND LICENSES 2781 2781 1545936 1480670 62789 2477 1599277 1689621 16959 0 3000 1270 19797 52097 122310 115351 6973 6959 5477079 5723038 7123085 7472985 32073 27529 1493 5399 2816135 2788904 2849701 2821832 X 4120878 4490221 152506 160932 4273384 4651153 7123085 7472985 X 147709 240060 -10000 X X 0 1 X 1 0 X 25396 9930 20800 33850 89976 1250157 1715266 1458759 1586481 1589397 7600060 1275553 1725196 1479559 1586481 1623247 7690036 0 0 0 7690036 126 449938 210590 82799 743453 126 449938 210590 82799 743453 6745 10645 5410 22800 1282298 1735967 1929497 1802481 1706046 8456289 0.90940 0.91200 0.08790 0.08170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22637 20791 1846 99673 94560 5113 6959 RAYMOND JAMES BROKERAGE 5723038 F 5723038 X 1755045 240060 23001 263061 1491984 2501 199160 201661 1693645 1377276 -176159 -176159 1553435 2501 -10000 -7499 1545936 PART X, LINE 2: THE FOUNDATION IS OPERATED AS A TAX-EXEMPT ORGANIZATION AS DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS THEREFORE EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THE FOUNDATION FILES A FEDERAL FORM 990 FOR ORGANIZATIONS EXEMPT FROM INCOME TAX. MANAGEMENT PERFORMS AN EVALUATION OF ALL INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE FOUNDATION'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 FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EVENT EXPENSES 23,001. PART XI, LINE 4B - OTHER ADJUSTMENTS: REIMBURSED EXPENSES 199,160. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EVENT EXPENSES 23,001. REIMBURSED EXPENSES -199,160. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANT ACCRUAL TIMING DIFFERENCE -10,000. CORPORATE COUNSEL GALA 40300 29700 10600 23001 40300 29700 10600 23001 23001 -12401 0 0 0 0 0 0 0 0 0 JOYCELYN A STEVENSON EXEC DIRECTOR (END 11/22) 0 225494 0 10000 0 0 0 18235 0 0 0 253729 0 0 BARRY KOLAR ASST ED/INTERIM ED 0 139324 0 11926 0 0 0 14289 0 0 0 165539 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE FOUNDATION IS FINANCIALLY INTERRELATED WITH THE BAR. THE FOUNDATION UTILIZES BAR PERSONNEL TO PROVIDE SUBSTANTIALLY ALL MANAGEMENT AND GENERAL ADMINISTRATIVE SERVICES. DURING THE YEAR ENDED JUNE 30, 2023, THE FOUNDATION INCURRED CHARGES AS "PAYMENTS TO AFFILIATES" FOR SERVICES BY THE BAR OF $920,219. SUCH SERVICES INCLUDED FUNDRAISING, BUILDING MANAGEMENT, ACCOUNTING, AND OTHER GENERAL AND ADMINISTRATIVE TASKS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES SHALL BE ELECTED BY THE BOARD OF GOVERNORS OF THE TENNESSEE BAR ASSOCIATION. FORM 990, PART VI, SECTION B, LINE 11B THE 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 THE MEMBERS OF THE GOVERNING BODY UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST DISCLOSURE ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15B AT THE PRESENT TIME, THE FOUNDATION DOES NOT HAVE EMPLOYEES BUT RATHER CONTRACTS WITH ANOTHER RELATED TAX EXEMPT ORGANIZATION TO PERFORM ITS FUNCTIONS. THE CONTRACT VALUE IS BASED ON THE ESTIMATED COST OF THE RELATED ORGANIZATION, AND THE CONTRACT IS SUBJECT TO A REVIEW BY THE BOARD OF TRUSTEES FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 TENNESSEE LEGAL COMMUNITY FOUNDATION MAKES ITS BYLAWS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: GRANT ACCRUAL TIMING DIFFERENCE -10,000. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. TENNESSEE BAR ASSOCIATION 3310 WEST END AVENUE NASHVILLE TN 37203 620514943 LEGAL EDUCATION TN 501(C)(6) N/A 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 TENNESSEE BAR ASSOCIATION D 1742122 BALANCE OF LOAN TENNESSEE BAR ASSOCIATION R 168105 EXPENSE ALLOCATION TENNESSEE BAR ASSOCIATION Q 375000 EXPENSE ALLOCATION TENNESSEE BAR ASSOCIATION O 469931 EXPENSE ALLOCATION