2026-02-09T10:14:21-06:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2024-07-01 411112298 MINNESOTA STATE BAR ASSOCIATION MINN 6123331183 33 SOUTH 6TH STREET 4540 MINNEAPOLS MN 55402 CHERYL DALBY CHIEF EXECUTIVE OFFICER 6123331183 2026-01-28 1 1 ANN NEIL P01817922 6123764500 2026-01-28 2024 2025-03-06 01:10:19Z CHERYL DALBY 33 SOUTH 6TH STREET 4540 MINNEAPOLS MN 55402 6144232 0 X WWW.MNBARS.ORG X 1973 MN PROMOTE THE STUDY & UNDERSTANDING OF LAW AMONG MEMBERS OF THE BAR & GENERAL PUBLIC 16 16 49 200 302337 0 986437 17797 5386674 5374900 661332 322704 46527 35745 7080970 5751146 0 391253 0 0 2216702 2445629 0 0 0 3697325 3341394 5914027 6178276 1166943 -427130 7368268 8425089 3131654 4449823 4236614 3975266 MINNESOTA STATE BAR ASSOCIATION PROMOTES THE HIGHEST STANDARDS OF EXCELLENCE AND INCLUSION WITHIN THE LEGAL PROFESSION, PROVIDES VALUED RESOURCES TO ITS MEMBERS, AND STRIVES TO IMPROVE THE LAW AND THE EQUAL ADMINISTRATION OF JUSTICE FOR ALL. 0 0 BENCH & BAR IS MSBA'S PREMIER PUBLICATION, PROVIDING MEMBERS WITH MONTHLY UPDATES ON DEVELOPMENTS IN THE LAW, ISSUES FACING THE PROFESSION, PRACTICE TIPS, ANALYSIS, AND COMMENTARY. MSBA ALSO PROVIDES MANY ONLINE SERVICES FOR ITS MEMBERS, INCLUDING PRACTICE TOOLS FOR RESEARCH, CURRENT INFORMATION ON LEGISLATION, COURT DECISIONS, AND ETHICS; AND LINKS TO PROFESSIONAL AND SOCIAL MEDIA CONNECTIONS. SECTION INVOLVEMENT AND EDUCATION: MSBA PROVIDES EDUCATION PROGRAMMING THROUGHOUT THE YEAR, WITH MOST THROUGH ITS PRACTICE AREA SECTIONS,. PROGRAMS INCLUDE CONTINUING LEGAL EDUCATION (CLE) SEMINARS THAT ARE DELIVERED IN-PERSON, ONLINE, AND RECORDED FOR LATER ON-DEMAND VIEWING. IN ADDITION TO THESE CLE PROGRAMS, MSBA RUNS REGULAR BUSINESS MEETINGS, TRAININGS, SOCIAL EVENTS, AND OTHER ACTIVITIES FOR MEMBERS. THE ASSOCATION PROVIDES THE SERVICE OF COLLECTING DUES FOR VARIOUS OTHER ORGANIZATIONS. SUCH DUES ARE COLLECTED WITH THE ASSOCIATION'S DUES, AND ARE SUBSEQUENTLY FORWARDED TO THE APPROPRIATE ORGANIZATIONS. DUES COLLECTED FOR/REMITTED TO: DISTRICTS $1,414,700, MN STATE BAR FOUNDATION $54,725. 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 23 0 1 49 1 1 1 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MN X PAULA SCHULZE 6123331183 33 SOUTH SIXTH STREET 4540 MINNEAPOLIS MN 55402 SAMUEL J EDMUNDS PRESIDENT, BOARD MEMBER 24.00 0.00 X X 0 0 0 TOM PACK PRESIDENT-ELECT, BOARD MEMBER 15.00 0.00 X X 0 0 0 NICOLE KETTWICK SECRETARY, BOARD MEMBER 7.00 0.00 X X 0 0 0 KENYA BODDEN TREASURER, BOARD MEMBER 7.00 1.00 X X 0 0 0 LANDON ASCHEMAN BOARD MEMBER 0.50 1.00 X 0 0 0 CARYN A BOISEN BOARD MEMBER 0.50 0.50 X 0 0 0 CAMILLE BRYANT BOARD MEMBER 0.50 0.00 X 0 0 0 SARAH SOUCIE EYBERG BOARD MEMBER 0.50 0.00 X 0 0 0 LEANNE FUITH BOARD MEMBER 0.50 0.00 X 0 0 0 MICHELLE GIBBONS BOARD MEMBER 0.50 0.00 X 0 0 0 CHARLES MACLEAN BOARD MEMBER 0.50 0.00 X 0 0 0 BROOK MALLAK BOARD MEMBER 0.50 0.00 X 0 0 0 CHRISTA MOSENG BOARD MEMBER 0.50 0.00 X 0 0 0 VERONICA NEWCOMER BOARD MEMBER 0.50 0.00 X 0 0 0 CARRIE OSOWSKI BOARD MEMBER 0.50 0.00 X 0 0 0 GARRET PREHATNEY BOARD MEMBER 0.50 0.00 X 0 0 0 MATTHEW RALPH BOARD MEMBER 0.50 0.00 X 0 0 0 MAXWELL RIEBEL BOARD MEMBER 0.50 0.00 X 0 0 0 REGINALD SNELL BOARD MEMBER 0.50 0.50 X 0 0 0 JESSIE L SOGGE BOARD MEMBER 0.50 0.00 X 0 0 0 BRANDON VAUGHN BOARD MEMBER 0.50 0.50 X 0 0 0 CHERYL DALBY CEO 40.00 0.00 X 228255 0 38092 TIM GIVING DIRECTOR OF FINANCE 26.00 14.00 X 91037 0 24525 PAULA SCHULZE SENIOR DIRECTOR OF ADMINISTRATION 22.00 18.00 X 137121 0 24142 JOSEPH SATTER SENIOR DIRECTOR OF COMMUNICATIONS 28.00 12.00 X 133266 0 23391 NANCY MISCHEL SENIOR DIRECTOR OF POLICY 38.00 2.00 X 146453 0 21002 JENNIFER CARTER SENIOR DIRECTOR OF LEGAL PRACTICE TECHNOLOGY 36.00 4.00 X 103768 0 28957 839900 0 160109 6 0 1 0 THE LAW OFFICE OF BRYAN LAKE 4219 26TH AVENUE S MINNEAPOLIS MN 55406 LOBBYIST 139200 GREINER CONSTRUCTION 121 SOUTH 8TH STREET SUITE 1200 MINNEAPOLIS MN 55402 GENERAL CONTRACTOR 113628 2 5000 12797 17797 MEMBERSHIP DUES 900099 4396562 4396562 PUBLICATION REVENUE 541800 278597 8052 270545 OTHER MEMBER SERVICES 900099 266536 234744 31792 OTHER PROGRAMS 900099 233171 233171 CERTIFICATION PROGRAMS 900099 117406 117406 82628 82628 5374900 284308 284308 24625 24625 431482 393086 38396 38396 38396 MISCELLANEOUS GENERAL 900099 11120 11120 11120 5751146 5072563 302337 358449 391253 434376 1518413 123401 219501 149938 23822 11617 400208 231671 171826 1385 48978 1469424 112365 25354 OTHER EXPENSES 281731 MEMBER SERVICES 269969 TECHNOLOGY 162678 LICENSE FEES 130366 6178276 2428671 4311088 986437 0 72479 85655 212973 122571 3677416 3382134 269354 295282 2704824 2988490 693530 622003 7368268 8425089 576422 1534623 1703846 2121279 149900 149900 701486 644021 3131654 4449823 X 4236614 3975266 4236614 3975266 7368268 8425089 -427130 165782 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 2825614 139200 14888 154088 162719 0 1447776 1330878 116898 2229640 2051256 178384 295282 RIGHT OF USE ASSET 622003 622003 LEASE LIABILITY 644021 644021 X PART X, LINE 2: THE MSBA IS CLASSIFIED AS A TAX-EXEMPT ASSOCIATION UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE AND IS SUBJECT TO FEDERAL AND STATE INCOME TAX ONLY ON NET UNRELATED BUSINESS INCOME. THE ASSOCIATION REVIEWS INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN INCOME TAX RETURNS TO DETERMINE IF THERE ARE ANY INCOME TAX UNCERTAINTIES. THIS INCLUDES POSITIONS THAT THE ENTITY IS EXEMPT FROM INCOME TAXES OR NOT SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME. THE ASSOCIATION RECOGNIZES TAX BENEFITS FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES. MSBA AND CLE FILE INFORMATIONAL RETURNS AS TAX EXEMPT ORGANIZATIONS. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE IRS. THE ASSOCIATION HAS IDENTIFIED NO INCOME TAX UNCERTAINTIES. 0 HENNEPIN COUNTY BAR ASSOCIATION 33 SOUTH 6TH STREET SUITE 4540 MINNEAPOLIS MN 55402 416084117 501C6 293440 0 N/A N/A GENERAL SUPPORT RAMSEY COUNTY BAR ASSOCIATION 33 SOUTH 6TH STREET SUITE 4540 MINNEAPOLIS MN 55402 416024778 501C6 97813 0 N/A N/A GENERAL SUPPORT 0 2 X X X 0 0 0 CHERYL DALBY CEO 228255 0 0 0 0 0 25705 0 12387 0 266347 0 0 0 NANCY MISCHEL SENIOR DIRECTOR OF POLICY 146453 0 0 0 0 0 14596 0 6406 0 167455 0 0 0 PAULA SCHULZE SENIOR DIRECTOR OF ADMINISTRATION 137121 0 0 0 0 0 15298 0 8844 0 161263 0 0 0 JOSEPH SATTER SENIOR DIRECTOR OF COMMUNICATIONS 133266 0 0 0 0 0 14571 0 8820 0 156657 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE, CONSISTING OF THE FOUR MSBA OFFICERS, MAY EXERCISE THE POWERS AND FUNCTIONS OF THE BOARD OF GOVERNORS BETWEEN MEETINGS OF THE BOARD; HOWEVER, IT SHALL DO SO (I) ONLY WITH RESPECT TO EMERGENCY MATTERS, (II) UPON A FINDING BE THREE MEMBERS OF THE EXECUTIVE COMMITTEE THAT ACTION WITH REFERENCE TO AN IMPORTANT MATTER SHOULD BE TAKEN BY THE ORGANIZATION, AND (III) THAT SUCH ACTION CANNOT REASONABLY BE TAKEN BY THE BOARD ITSELF WITHIN THE REQUISITE TIME. THE EXECUTIVE COMMITTEE SHALL NOT UNREASONABLY MODIFY ANY ACTION TAKEN BY THE BOARD OR ACT IN A MANNER INCONSISTENT WITH AN ACTION OF THE BOARD OR ASSEMBLY. ADDITIONAL INFORMATION IS IN THE ORGANIZATION'S BYLAWS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS REGULAR MEMBERS, RETIRED MEMBERS, EMERITUS MEMBERS, AND ASSOCIATE MEMBERS. THE ORGANIZATION'S BYLAWS DEFINE THE SEPARATE CLASSES OF MEMBERSHIP AND THE RIGHTS, PRIVILEGES, AND RESPONSIBILITIES OF EACH CLASS. FORM 990, PART VI, SECTION A, LINE 7A THE ASSOCIATION'S BYLAWS, WHICH ARE POSTED ON THE ORGANIZATION'S WEBSITE, DETAIL THE ASSOCIATION'S STRUCTURE, INCLUDING THE REPRESENTATION IN THE ASSOCIATION'S ASSEMBLY, BOARD OF GOVERNORS, SECTIONS, COMMITTEES, AND EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE AND BOARD OF GOVERNORS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST ARE MANAGED THROUGH THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER AND BOARD OF GOVERNORS, AS DESCRIBED IN THE WRITTEN POLICY, WHICH IS POSTED ON MSBA'S WEBSITE. THE CONFLICT OF INTEREST POLICIES APPLY TO THE BOARD OF GOVERNORS AND STAFF IN INSTANCES IN WHICH THEIR IMPARTIALITY OR LOYALTY TO THE INTERESTS OF THE ASSOCIATION OR THE PUBLIC INTEREST IN A MATTER INVOLVING OR PENDING BEFORE THE ASSOCIATION BEECAUSE OF A PERSONAL INTEREST, ANOTHER OFFICE OR POSITION HELD BY THE OFFICER, OR THE INTERESTS OF A CLIENT, ARE IN CONFLICT. ANY CONFLICT OF INTEREST SHOULD BE DISCLOSED TO THE BOARD OF GOVERNORS AND THE INDIVIDUAL SHOULD RECUSE HERSELF OR HIMSELF FROM PRESIDING ON ANY CONSIDERATION OF THE MATTER OR FROM PARTICIPATING IN ANY VOTE ON THE MATTER. ACTIONS TAKEN BY THE BOARD OF GOVERNORS WITH RESPECT TO ANY DISCLOSED CONFLICTS OF INTEREST ARE DOCUMENTED WITHIN THE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS A JOINT COORDINATING COMMITTEE THAT DETERMINES AND APPROVES COMPENSATION AND BENEFITS FOR ALL EMPLOYEES. THE COMMITTEE USES COMPENSATION SURVEYS TO SUPPORT ITS DETERMINATION OF EXECUTIVE COMPENSATION AND BENEFITS AND RECORDS MEETING MINUTES OF THEIR DELIBERATION AND DECISIONS AROUND EXECUTIVE COMPENSATION AND BENEFITS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON WRITTEN REQUEST. THE MSBA'S GOVERNING DOCUMENTS, INCLUDING ITS ARTICLES OF INCORPORATION, BYLAWS, AND ORGANIZATIONAL STRUCTURE ARE ON MSBA'S WEBSITE. MINNESOTA CONTINUING LEGAL EDUCATION 2550 UNIVERSITY AVENUE WEST 160S ST PAUL MN 55114 611571924 CONTINUING LEGAL EDUCATION MN 501(C)(3) LINE 11 MINNESOTA STATE BAR ASSOCIATION 1 MINNESOTA STATE BAR FOUNDATION 33 SOUTH 6TH STREET SUITE 4540 MINNEAPOLIS MN 55402 416023581 AWARD GRANT MONIES TO LAW-RELATED CHARITABLE ORGANIZATIONS MN 501(C)(3) LINE 7 N/A 0 AMICUS SOCIETY 33 SOUTH 6TH STREET SUITE 4540 MINNEAPOLIS MN 55402 411449176 SUPPORT FOR VOLUNTEER ATTORNEYS MN 501(C)(3) LINE 7 MINNESOTA STATE BAR ASSOCIATION 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 NO TRANSACTIONS WITH RELATED ORGANIZATIONS EXCEEDED REPORTING THRESHOLDS