2025-10-17T15:14:10-05:00 2024-12-31 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990 2024-01-01 237315437 MULTNOMAH BAR ASSOCIATION MULT 5032223275 620 SW FIFTH AVENUE 1220 PORTLAND OR 97204 GUY WALDEN EXECUTIVE DIRECTOR 5038545234 2025-10-17 1 0 SANG AHN P00540880 5032270581 2024 2025-03-06 01:10:19Z BRAD KRUPICKA 620 SW FIFTH AVENUE 1220 PORTLAND OR 97204 877961 0 X WWW.MBABAR.ORG X 1906 OR LAWYERS ASSOCIATED FOR JUSTICE, SERVICE, PROFESSIONALISM, EDUCATION AND LEADERSHIP. 15 15 6 280 60361 0 447165 448720 248694 220324 288 167 199222 208750 895369 877961 33638 39029 0 0 523511 542424 0 0 0 420139 406111 977288 987564 -81919 -109603 1476803 1845829 621460 1069393 855343 776436 TO FURTHER THE ADMINISTRATION OF JUSTICE, PROMOTE THE CONTINUING LEGAL EDUCATION OF ATTORNEYS, AND PROVIDE MEMBERS WITH OPPORTUNITIES FOR SOCIAL AND PROFESSIONAL RELATIONSHIPS. 0 0 THE CONTINUING LEGAL EDUCATION PROGRAM FACILITATES AND PROMOTES CONTINUING LEGAL EDUCATION OF LAWYERS. 1,725 INDIVIDUALS REGISTERED FOR ONE OR MORE OF THE 70 SEMINARS PRESENTED BY THE MBA. MBA PROGRAMS AND EVENTS FURTHER COLLEGIALITY OF THE LEGAL COMMUNITY, RAISE AND MAINTAIN DIGNITY AND HONOR OF THE LEGAL PROFESSION, AND PROMOTE SOCIAL AND PROFESSIONAL INTERRELATIONSHIPS OF ASSOCIATION MEMBERS. THE MBA PLANNED AND PRESENTED SEVERAL IN-PERSON SOCIAL/COLLEGIAL EVENTS INCLUDING THE FALL SOCIAL, ANNUAL DINNER, BATTLE OF THE LAWYER BANDS AND BENCH BAR BAGELS EVENT. APPROXIMATELY 840 MEMBERS AND THEIR GUESTS ATTENDED AT LEAST ONE NETWORKING EVENT IN 2024. THE MBA PROVIDED $22,250 IN CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS TO FUND CHARITABLE AND EDUCATIONAL ACTIVITIES WHICH INCREASE ACCESS TO JUSTICE, PROMOTE CIVIC EDUCATION AND FURTHER THE PUBLIC INTEREST. MBA ALSO PROVIDED 12 LSAT SCHOLARSHIPS TO INDIVIDUALS TOTALING $11,388. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 10 0 6 1 1 1 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 X GUY WALDEN 5038545234 620 SW FIFTH AVENUE 1220 PORTLAND OR 97204 BRAD KRUPICKA PRESIDENT (BEG. 6/1/24) 3.00 X X 0 0 0 TERRY WRIGHT PAST PRESIDENT (BEG. 6/1/24) 3.00 X X 0 0 0 AUSTIN BATALDEN SECRETARY (BEG. 6/1/24) 0.20 X X 0 0 0 CHRISTINE HEIN TREASURER (BEG. 6/1/24) 0.20 X X 0 0 0 JUSICE BROOKS BOARD MEMBER 0.20 X 0 0 0 MATTHEW D COLLEY BOARD MEMBER 0.20 X 0 0 0 SHERISA DAVIS-LARRY BOARD MEMBER (TERM ENDED 5/31/24) 0.20 X 0 0 0 NICOLE ELGIN BOARD MEMBER (BEG. 6/1/24) 0.20 X 0 0 0 JOSEPH L FRANCO BOARD MEMBER (BEG. 6/1/24) 0.20 X 0 0 0 HOLLY HAYMAN BOARD MEMBER (BEG. 6/1/24) 0.20 X 0 0 0 ERYN KARPINSKI HOERSTER BOARD MEMBER (TERM ENDED 5/31/24) 0.20 X 0 0 0 HANSARY LAFOREST BOARD MEMBER 0.20 X 0 0 0 JILL R MALLERY BOARD MEMBER (BEG. 6/1/24) 0.20 X 0 0 0 TANIA MANNERS BOARD MEMBER 0.20 X 0 0 0 AMANDA NADELL BOARD MEMBER 0.20 X 0 0 0 ANAIAH PALMER BOARD MEMBER (BEG. 6/1/24) 0.20 X 0 0 0 TIM RESCH BOARD MEMBER (TERM ENDED 5/31/24) 0.20 X 0 0 0 MAXINE TUAN BOARD MEMBER (TERM ENDED 5/31/24) 0.20 X 0 0 0 SHALINI VIVEK BOARD MEMBER (TERM ENDED 5/31/24) 0.20 X 0 0 0 EMERY WANG BOARD MEMBER 0.20 X 0 0 0 GUY WALDEN EXECUTIVE DIRECTOR 40.00 1.00 X 122620 0 14669 122620 0 14669 1 0 0 0 0 448720 448720 MEETINGS 611430 109393 109393 CONTINUING LEGAL EDUCA 611430 101176 101176 COMMITTEE INCOME 900099 9755 9755 220324 167 167 148389 148389 ADVERTISING 541800 60361 60361 60361 877961 220324 60361 148556 24029 15000 137289 305129 14773 46205 39028 47831 40940 56568 98600 3610 7998 DIRECT PROGRAM EXPENSES 39602 MEMBERSHIP EXPENSES 35433 EXPENSES RELATED TO UBI 33072 COMMITTEE EXPENSES 14260 28197 987564 328934 377684 403136 353319 27063 27824 45070 46895 170498 155044 13064 15454 620952 651664 38584 372989 1476803 1845829 38179 45569 320682 353583 262599 670241 621460 1069393 X 855343 776436 855343 776436 1476803 1845829 -109603 30696 0 X X 1 X 0 1 0 0 1 0 3811 3811 0 88272 78818 9454 78415 72415 6000 15454 OPERATING LEASE RIGHT-OF-USE ASSETS 372989 372989 MEDICAL PREMIUM PAYABLE 282610 OPERATING LEASE LIABILITIES 387631 670241 X PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC TOPIC 740 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE COMBINED FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC. 1 POWERSCORE TEST PREPARATION 57 HASELL STREET CHARLESTON SC 29401 300236931 10865 0 SCHOLARSHIPS FOR LSAT PREPARATION COURSE TUITION FOR 10 LAW SCHOOL APPLICANTS 0 1 ANDY ESSA 1 15000 FELLOWSHIP STIPEND PART I, LINE 2: THE ORGANIZATION FOLLOWS UP PERIODICALLY WITH RECIPIENT ORGANIZATION, ENSURING THE FUNDS ARE SPENT PROPERLY. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE CONSISTS OF THE BOARD OFFICERS AND MAY ALSO INCLUDE AT-LARGE BOARD DIRECTORS IF SELECTED BY THE PRESIDENT. IT MAY ACT ON BEHALF OF THE BOARD IN CONNECTION WITH ROUTINE ACTIONS AND TIME SENSITIVE MATTERS REQUIRING A DECISION BEFORE THE NEXT REGULARLY SCHEDULED BOARD MEETING. THE IMMEDAITE PAST PRESIDENT ONLY VOTES IN ORDER TO BREAK A TIE VOTE. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS ELECT THE MEMBERS OF THE GOVERNING BODY AND APPROVE CHANGES TO BYLAWS. FORM 990, PART VI, SECTION A, LINE 7A ANY MEMBER OF THE ASSOCIATION MAY BE NOMINATED TO SERVE ON THE BOARD BY FILING WITH THE ASSOCIATION BY NO LATER THAN MARCH 1 A NOMINATING PETITION ENDORSED BY THE NOMINEE AND AT LEAST TEN OTHER MEMBERS OF THE ASSOCIATION. THE SLATE OF CANDIDATES NOMINATED BY THE NOMINATING COMMITTEE AND BY PETITION IS SENT TO THE MEMBERSHIP OF THE ASSOCIATION AT LEAST 60 DAYS PRIOR TO THE MAY ANNUAL MEETING. AT LEAST 30 DAYS PRIOR TO THE ANNUAL MEETING, BALLOTS CONTAINING THE NAMES OF ALL NOMINEES FOR EACH DIRECTOR IS SENT TO THE MEMBERSHIP WITH THE REQUIREMENT THAT THEY BE RETURNED AT LEAST 20 DAYS PRIOR TO THE ANNUAL MEETING. THE FOUR PERSONS RECEIVING THE HIGHEST NUMBER OF VOTES FOR DIRECTOR ARE DECLARED DULY ELECTED. THE BOARD MAY OPT NOT TO SEND BALLOTS IF THERE ARE NOT MORE NOMINEES THAN OPEN POSITIONS, IN WHICH EVENT THE UNCONTESTED NOMINEES ARE DECLARED ELECTED. FORM 990, PART VI, SECTION A, LINE 7B IN THE INSTANCE WHERE THE GOVERNING BODY VOTES TO RAISE DUES BY MORE THAN $10, A MAJORITY OF LAWYER MEMBERS MUST VOTE IN FAVOR OF IT (PROVIDED A QUORUM IS MET). FORM 990, PART VI, SECTION B, LINE 11B THE MBA EXECUTIVE DIRECTOR AND MBA PRESIDENT WILL REVIEW THE 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY IS REVIEWED AT LEAST ONCE A YEAR WITH THE BOARD. BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST THAT ARISE. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE CONDUCTS THE ANNUAL, CONFIDENTIAL EVALUATION OF THE EXECUTIVE DIRECTOR, WHICH IS LED BY THE IMMEDIATE PAST PRESIDENT. BOARD MEMBERS SUBMIT A CONFIDENTIAL APPRAISAL FORM BY OCTOBER AND CONSIDERS OTHER INFORMATION SUCH AS THE EXECUTIVE DIRECTOR'S SELF-EVALUATION, ANY SPECIFIC GOALS SET FOR THE EXECUTIVE DIRECTOR YEAR AND PAST WRITTEN REVIEWS. INFORMAL INPUT FROM COMMITTEE CHAIRS, STAFF AND OTHERS MAY ALSO BE SOUGHT. THE EXECUTIVE COMMITTEE MEETS BEFORE OCTOBER 31 TO REVIEW THE COMPLETED APPRAISAL FORMS, SUMMARY, DRAFT EVALUATION AND APPROVE A WRITTEN EVALUATION. THE PAST PRESIDENT AND/OR THE PRESIDENT HOLD A MEETING WITH THE EXECUTIVE DIRECTOR TO REVIEW THE SUMMARY EVALUATION, DISCUSS PERFORMANCE EXPECTATIONS FOR THE COMING YEAR AND ADDRESS CONCERNS ABOUT PERFORMANCE. AFTER COMPLETION OF THE APPRAISAL PROCESS, THE PAST PRESIDENT AND/OR PRESIDENT DISCUSS THE BOARD'S REVIEW AND DECISIONS REGARDING THE COMPENSATION PACKAGE WITH THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. MULTNOMAH BAR FOUNDATION 620 SW FIFTH AVENUE SUITE 1220 PORTLAND OR 97204 202738888 TO INCREASE THE PUBLIC'S UNDERSTANDING OF THE LEGAL SYSTEM. OR 501(C)(3) LINE 7 MULTNOMAH BAR ASSOCIATION 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0