2026-03-03T12:24:17-06:00 2025-08-31 050409384 KAHN LITWIN RENZA & CO LTD 951 NORTH MAIN STREET PROVIDENCE RI 02904 990 2024-09-01 041589785 MASSACHUSETTS BAR ASSOCIATION MASS 6173380500 20 WEST STREET BOSTON MA 021111218 MARC MOCCIA CURRENT TREASURER 6173380500 2026-03-02 1 1 PATRICK J MARTIN P00283486 4012742001 2026-03-02 2024 2025-03-06 01:10:19Z MARC MOCCIA 20 WEST STREET BOSTON MA 021111218 6327852 0 X WWW.MASSBAR.ORG X 1911 MA TO SERVE THE LEGAL PROFESSION AND THE PUBLIC BY PROMOTING THE ADMINISTRATION OF JUSTICE, LEGAL EDUCATION, PROFESSIONAL EXCELLENCE AND RESPECT FOR THE LAW. 14 14 62 14 514427 0 2092308 2102302 769258 860961 1106302 1128615 536053 377529 4503921 4469407 0 0 0 0 2820170 2788128 0 0 0 1601760 1631696 4421930 4419824 81991 49583 25737880 25595374 1923989 1842224 23813891 23753150 TO SERVE THE LEGAL PROFESSION AND THE PUBLIC BY PROMOTING THE ADMINISTRATION OF JUSTICE, LEGAL EDUCATION, PROFESSIONAL EXCELLENCE, DIVERSITY AND UNITY IN THE LEGAL PROFESSION AND RESPECT FOR THE LAW. 0 0 2951554 860961 CULTIVATING THE SCIENCE OF JURISPRUDENCE, PROMOTING REFORM IN THE LAW, FACILITATING THE ADMINISTRATION OF JUSTICE, FURTHERING THE UNIFORMITY OF LEGISLATION THROUGHOUT THE UNION UPHOLDING THE HONOR OF THE PROFESSION OF LAW. 2951554 0 0 0 1 0 0 0 0 0 1 0 0 0 0 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 1 1 0 1 7 0 62 1 1 1 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 MA X X MARK DOHERTY DIRECTOR FISCAL OPERATIONS 6173380500 20 WEST STREET BOSTON MA 021111218 VICTORIA M SANTORO MAIR PRESIDENT 2.00 2.00 X X 0 0 0 MICHAEL H HAYDEN PRESIDENT- ELECT 2.00 2.00 X X 0 0 0 SAMUEL A SEGAL VICE PRESIDENT 2.00 2.00 X X 0 0 0 SHAYLA MOMBELEUR TREASURER 2.00 2.00 X X 0 0 0 MARC A MOCCIA SECRETARY 2.00 2.00 X X 0 0 0 DENIS SQUILLANTE EXEC MGT BOARD MEMBER 1.00 1.00 X 0 0 0 GEORGIA K CRITSLEY EXEC MGT BOARD MEMBER 1.00 1.00 X 0 0 0 HON BONNIE H MACLEOD RET EXEC MGT BOARD MEMBER 1.00 1.00 X 0 0 0 JANE EDEN EXEC MGT BOARD MEMBER 1.00 1.00 X 0 0 0 PAUL J KLEHM EXEC MGT BOARD MEMBER 1.00 1.00 X 0 0 0 MARISSA N SOTO-ORTIZ EXEC MGT BOARD MEMBER 1.00 1.00 X 0 0 0 MARSHA V KAZAROSIAN EXEC MGT BOARD MEMBER 1.00 1.00 X 0 0 0 MARTIN F KANE II EXEC MGT BOARD MEMBER 1.00 1.00 X 0 0 0 SHAMPAGNE ROBINSON EXEC MGT BOARD MEMBER (TO 8/25) 1.00 1.00 X 0 0 0 MARTIN W HEALY CHIEF OPERATING OFFICER & CHIEF LEGAL COUNSEL 40.00 1.00 X 517625 0 78811 MARK DOHERTY DIRECTOR, FISCAL OPERATIONS 40.00 1.00 X 117282 0 0 PATRICIA O WALSH EXEC. VICE PRESIDENT, MBA INSURANCE AGENCY 40.00 1.00 X 271494 0 47642 LISA FERRARA DIRECTOR, MEMBERSHIP & PROGRAMS 40.00 1.00 X 137000 0 26297 DON BOTTS DIRECTOR OF INFORMATION TECHNOLOGY 40.00 1.00 X 128800 0 34295 JASON SCALLY DIRECTOR COMMUNICATIONS & MEDIA 40.00 1.00 X 130000 0 39449 TERENCE WELSH PRESIDENT, MBA INSURANCE AGENCY 40.00 1.00 X 545158 0 73563 1847359 0 300057 7 0 1 0 0 2102302 2102302 PUBLIC SERVICES 611710 830201 830201 MEETINGS 611710 30760 30760 860961 826311 826311 2160749 1858445 302304 302304 302304 MEMBERS INS./OTHER 524298 514427 514427 MEMBER BENEFITS 524298 50620 50620 ADVERTISING/PUBLICATIONS 541800 17267 17267 -204785 -204785 377529 4469407 860961 514427 991717 586405 1456412 177962 378556 188793 5232 30518 27630 328673 71030 161001 169374 358068 16833 287397 23491 45317 MISCELLANEOUS EXPENSES 83012 DUES & SUBSCRIPTIONS 24120 4419824 95 95 751089 661975 41019 52203 18026498 18419053 156788 164230 909763 865326 55632 44437 6008016 5759423 698743 493958 25737880 25595374 476782 501106 1447207 1341118 1923989 1842224 X 23813891 23753150 23813891 23753150 25737880 25595374 49583 -110324 0 X X 0 1 X 1 0 0 0 1 2102302 234743 -51154 183589 231253 -47664 909763 865326 44437 44437 X PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THAT THE ASSOCIATION OPERATES IN A MANNER CONSISTENT WITH ITS TAX-EXEMPT STATUS AT BOTH THE STATE AND FEDERAL LEVEL. THE ASSOCIATION ANNUALLY FILES THE IRS FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, REPORTING VARIOUS INFORMATION THAT THE IRS USES TO MONITOR THE ACTIVITIES OF TAX-EXEMPT ENTITIES. THESE TAX RETURNS ARE SUBJECT TO REVIEW BY THE TAXING AUTHORITIES, GENERALLY FOR A PERIOD OF THREE YEARS AFTER THEY WERE FILED. THE ASSOCIATION CURRENTLY HAS NO TAX EXAMINATIONS IN PROGRESS. X X X 0 0 0 TERENCE WELSH PRESIDENT, MBA INSURANCE AGENCY 545158 0 0 0 0 0 50928 0 22635 0 618721 0 0 0 MARTIN W HEALY CHIEF OPERATING OFFICER & CHIEF LEGA 517625 0 0 0 0 0 49635 0 29176 0 596436 0 0 0 PATRICIA O WALSH EXEC. VICE PRESIDENT, MBA INSURANCE 271494 0 0 0 0 0 28337 0 19305 0 319136 0 0 0 JASON SCALLY DIRECTOR COMMUNICATIONS & MEDIA 130000 0 0 0 0 0 14306 0 25143 0 169449 0 0 0 LISA FERRARA DIRECTOR, MEMBERSHIP & PROGRAMS 137000 0 0 0 0 0 14590 0 11707 0 163297 0 0 0 DON BOTTS DIRECTOR OF INFORMATION TECHNOLOGY 128800 0 0 0 0 0 14036 0 20259 0 163095 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY, IT IS REVIEWED BY THE GOVERNING BODY OR BY A REPRESENTATIVE APPOINTED BY THE GOVERNING BODY AND THEN APPROVED FOR RELEASE. FORM 990, PART VI, SECTION B, LINE 12C TO IMPLEMENT THIS PRINCIPLE, THE MBA HAS ESTABLISHED CLEAR GUIDELINES FOR THE CONFLICT OF INTEREST POLICY THAT OFFICERS, DIRECTORS OR TRUSTEES, AND KEY EMPLOYEES MUST FOLLOW. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION REVIEW FOR THE CHIEF OPERATING OFFICER INCLUDES THE FOLLOWING: REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS; NO MEMBERS OF THE BOARD HAVE A CONFLICT OF INTEREST WITH THE EXECUTIVE DIRECTOR; AND DOCUMENTATION OF THE DECISION MAKING PROCESS IS MAINTAINED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIALS STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND THROUGH THE PUBLISHING OF PRINTED REPORTS. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A BUDGET & FINANCE COMMITTEE WHOSE PURPOSE IS THE OVERSIGHT AND REVIEW OF THE AUDITED FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. 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