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Nonprofit · EIN 03-0196809

VERMONT BAR ASSOCIATION

Tax-exempt · MONTPELIER, VT 05601

Financials

$1.3M$1.2M2022$1.2M$1.3M2023$1.3M$1.3M2024
Revenue Expenses · by fiscal year end
Financials of VERMONT BAR ASSOCIATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990$1,284,187$1,296,384-$12,197$3,027,811$349,419$2,678,392
August 31, 2024990$1,196,172$1,295,873-$99,701$2,817,409$432,566$2,384,843
August 31, 2023990$1,252,248$1,171,515$80,733$2,555,989$414,894$2,141,095
Financial details: 990 for the year ended August 31, 2025

Revenue

Contributions, gifts and grants
$151,255
Program service revenue
$1,099,505
Investment income
$25,801
Net rental income
-$4,325
Other revenue
$7,626

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$269,548
Other salaries and wages
$315,532
Salaries, compensation and benefits (total)
$711,307
Professional fundraising fees
$0
Occupancy
$30,183
Travel
$10,517
Depreciation
$2,121

Balance sheet and other

Total assets, start of year
$2,817,409
Total assets, end of year
$3,027,811
Total liabilities, end of year
$349,419
Net assets, end of year
$2,678,392
Land, buildings and equipment
$38,098
Publicly traded securities
$2,168,206
Net assets without donor restrictions
$510,186
Net assets with donor restrictions
$2,168,206
Gross unrelated business income
$14,185
Gross receipts
$1,298,112
Employees
8
Volunteers
17
Year formed
1878
State of legal domicile
VT

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended August 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
ROBERT PAOLINIEXECUTIVE DIRECTOR
Officer
40$150,000$17,249
LISA M MAXFIELDASSOCIATE EXECUTIVE DIRECT
Officer
40$91,620$10,679
JESSICA BULLOCK ESQBOARD MEMBER
Trustee or director
1$0$0
KATHERINE M LAMSON ESQSECRETARY
Trustee or director, Officer
1$0$0
MATTHEW F VALERIO ESQTREASURER
Trustee or director, Officer
1$0$0
RICHARD T CASSIDY ESQBOARD MEMBER
Trustee or director
1$0$0
JORDANA M LEVINE ESQBOARD MEMBER
Trustee or director
1$0$0
JOSHUA R DIAMOND ESQPRESIDENT
Trustee or director, Officer
1$0$0
JUDITH LILLIAN DILLON ESQPAST-PRESIDENT
Trustee or director, Officer
1$0$0
ALFONSO VILLEGAS ESQBOARD MEMBER
Trustee or director
1$0$0
TIMOTHY TOMASIBOARD MEMBER
Trustee or director
1$0$0
JUSTIN BROWN ESQBOARD MEMBER
Trustee or director
1$0$0
LISA M CAMPION ESQPRESIDENT-ELECT
Trustee or director, Officer
1$0$0
RYAN M LONG ESQBOARD MEMBER
Trustee or director
1$0$0
AMY E PALMER-ELLIS ESQBOARD MEMBER
Trustee or director
1$0$0
4 more people on this return
NameTitleHours / weekCompensation
BREANNA WEAVER ESQBOARD MEMBER
Trustee or director
1$0
ELIZABETH H MILLER ESQBOARD MEMBER
Trustee or director
1$0
KEITH A ROBERTSBOARD MEMBER
Trustee or director
1$0
KATHY Z ZHOUBOARD MEMBER
Trustee or director
1$0
990 for the year ended August 31, 2024: 21 people
NameTitleHours / weekCompensation
ROBERT PAOLINIEXECUTIVE DIRECTOR
Officer
40$111,775
LISA M MAXFIELDASSOCIATE EXECUTIVE DIRECTOR
Officer
40$91,708
JESSICA BULLOCK ESQBOARD MEMBER
Trustee or director
1$0
EDWARD J TYLER III ESQSECRETARY
Trustee or director, Officer
1$0
MATTHEW F VALERIO ESQTREASURER
Trustee or director, Officer
1$0
RICHARD T CASSIDY ESQBOARD MEMBER
Trustee or director
1$0
KATHERINE M LAMSON ESQBOARD MEMBER
Trustee or director
1$0
ANDREW D MANITSKY ESQPAST-PRESIDENT
Trustee or director
1$0
JORDANA M LEVINE ESQBOARD MEMBER
Trustee or director
1$0
PAMELA L EATON ESQBOARD MEMBER
Trustee or director
1$0
JOSHUA R DIAMOND ESQPRESIDENT-ELECT
Trustee or director, Officer
1$0
KEVIN A LUMPKIN ESQBOARD MEMBER
Trustee or director
1$0
JUDITH LILLIAN DILLON ESQPRESIDENT
Trustee or director, Officer
1$0
JAMES M RODGERS ESQBOARD MEMBER
Trustee or director
1$0
ALFONSO VILLEGAS ESQBOARD MEMBER
Trustee or director
1$0
TIMOTHY TOMASIBOARD MEMBER
Trustee or director
1$0
JUSTIN BROWN ESQBOARD MEMBER
Trustee or director
1$0
LISA M CAMPION ESQBOARD MEMBER
Trustee or director
1$0
RYAN M LONG ESQBOARD MEMBER
Trustee or director
1$0
AMY E PALMER-ELLIS ESQBOARD MEMBER
Trustee or director
1$0
BREANNA WEAVER ESQBOARD MEMBER
Trustee or director
1$0
990 for the year ended August 31, 2023: 19 people
NameTitleHours / weekCompensation
LISA M MAXFIELDCFO
Officer
40$104,613
ROBERT PAOLINIEXECUTIVE DIRECTOR
Officer
40$82,189
JESSICA BULLOCK ESQBOARD MEMBER
Trustee or director
1$0
EDWARD J TYLER III ESQSECRETARY
Trustee or director, Officer
1$0
MATTHEW F VALERIO ESQTREASURER
Trustee or director, Officer
1$0
RICHARD T CASSIDY ESQBOARD MEMBER
Trustee or director
1$0
KATHERINE M LAMSON ESQBOARD MEMBER
Trustee or director
1$0
ROBERT E FLETCHER ESQPAST - PRESIDENT
Trustee or director, Officer
1$0
ANDREW D MANITSKY ESQPRESIDENT
Trustee or director, Officer
1$0
JORDANA M LEVINE ESQBOARD MEMBER
Trustee or director
1$0
PAMELA L EATON ESQBOARD MEMBER
Trustee or director
1$0
JOSHUA R DIAMOND ESQBOARD MEMBER
Trustee or director
1$0
KEVIN A LUMPKIN ESQBOARD MEMBER
Trustee or director
1$0
JUDITH LILLIAN DILLON ESQPRESIDENT-ELECT
Trustee or director, Officer
1$0
JAMES M RODGERS ESQBOARD MEMBER
Trustee or director
1$0
ALFONSO VILLEGASBOARD MEMBER
Trustee or director
1$0
ERIN GALLIVANBOARD MEMBER
Trustee or director
1$0
TIMOTHY TOMASIBOARD MEMBER
Trustee or director
1$0
JUSTIN BROWNBOARD MEMBER
Trustee or director
1$0

Address and contacts

Address (IRS master file)
PO BOX 100, MONTPELIER, VT 05601-0100
Principal officer (990 for 2024)
LISA MAXFIELD, PO BOX 100 35 COURT STREET, MONTPELIER, VT 056010100
Signed the 990
LISA MAXFIELD CFO, ASSOCIATE EXECUTIVE DIRECTOR
Phone
(802) 223-2020
Return prepared by
SULLIVAN POWERS & CO

Mission

TO FOSTER RESPECT FOR THE RULE OF LAW BY CULTIVATING THE SCIENCE OF JURISPRUDENCE, PROMOTING REFORM IN THE LAW, FACILITATING THE ADMINISTRATION OF JUSTICE, ELEVATING THE STANDARDS OF THE LEGAL PROFESSION, CHERISHING A COLLEGIAL SPIRIT IN THE LEGAL PROFESSION AND PERPETUATING THE MEMORY OF ITS MEMBERS. THE VERMONT BAR ASSOCIATION, FOUNDED IN 1878, IS A VERMONT NON-FOR-PROFIT CORPORATION, THE MEMBERS OF WHICH ARE ATTORNEYS LICENSED TO PRACTICE IN THE STATE OF VERMONT. THE BAR ASSOCIATION CURRENTLY SERVES APPROXIMATELY 2200 MEMBERS. ITS PURPOSE IS TO ASSIST THE MEMBERS IN IMPROVING THE PRACTICE OF LAW, TO CULTIVATE THE SCIENCE OF JURISPRUDENCE, TO PROMOTE REFORM IN THE LAW, TO FACILITATE THE ADMINISTRATION OF JUSTICE, TO ELEVATE THE STANDARDS OF THE LEGAL PROFESSION, TO CHERISH A COLLEGIAL SPIRIT AMONG ITS MEMBERS, AND TO PERPETUATE THEIR MEMORY. THE BAR ASSOCIATION FOCUSES ON PROFESSIONALISM AND EDUCATION OF ITS MEMBERS BY PROVIDING MANY CONTINUING LEGAL EDUCATION PROGRAMS.

990 for the year ended August 31, 2025

Program accomplishments

  • CONTINUING LEGAL EDUCATION - LICENSED ATTORNEYS IN VERMONT ARE REQUIRED TO COMPLETE 20 HOURS OF MANDATORY CONTINUING LEGAL EDUCATION EVERY TWO YEARS. THE ASSOCIATION OFFERS LIVE SEMINARS, TELESEMINARS, WEBINARS AND VIDEO REPLAYS ON THE LATEST DEVELOPMENTS AS WELL AS STANDARD CORE CURRICULA IN MANY AREAS OF SUBSTANTIVE LAW, ECONOMICS OF PRACTICE, LAW OFFICE MANAGEMENT, TECHNOLOGY, ETHICS AND OTHER AREAS.
  • THE VERMONT BAR JOURNAL - A QUARTERLY MAGAZINE CONTAINING SCHOLARLY SUBSTANTIVE ARTICLES, REVIEWS AND COLUMNS OF INTEREST TO ALL LEGAL PROFESSIONALS. IT OFFERS PRACTICE TOOLS, PROFILES, INTERVIEWS AND OTHER ENTERTAINING AND EDUCATIONAL INFORMATION AS WELL AS CLASSIFIEDS AND ANNOUNCEMENTS.
  • YOUNG LAWYERS SECTION - A SECTION OF THE VERMONT BAR ASSOCIATION FOR ATTORNEYS WHO HAVE PRACTICES TEN YEARS OR LESS AND/OR ARE 37 YEARS OF AGE AND UNDER. THE YOUNG LAWYERS SECTION SPONSORS A MID-WINTER MEETING EACH YEAR IN MONTREAL, BUT IN 2021, THE MEETING WAS HELD VIRTUALLY DUE TO THE PANDEMIC.
  • DIRECTORY/WEBSITE - THE VERMONT BAR ASSOCIATION DIRECTORY IS A COMPREHENSIVE LISTING OF VERMONT LICENSED ATTORNEYS AND JUDGES, ALONG WITH THEIR MAILING ADDRESSES, PHONE AND FAX NUMBERS, AND ELECTRONIC ADDRESSES. IT ALSO CONTAINS A COMPLETE LISTING OF THE VERMONT COURT SYSTEM AND LOCAL, STATE AND FEDERAL OFFICES FREQUENTLY CONTACTED BY MEMBERS OF THE LEGAL PROFESSION. A COPY IS DISTRIBUTED TO EVERY MEMBER FREE OF CHARGE.LAWYER REFERRAL SERVICE - A PUBLIC SERVICE OF THE VERMONT BAR ASSOCIATION THAT PROVIDES REFERRALS TO INDIVIDUALS SEEKING AN ATTORNEY.MEETINGS - THE VERMONT BAR ASSOCIATION SPONSORS TWO MEETINGS EACH YEAR, THE ANNUAL AND MID-YEAR MEETING, AT WHICH CONTINUING LEGAL EDUCATION SEMINARS ARE OFFERED TOGETHER WITH SOCIAL EVENTS.MEMBERSHIP - MEMBERSHIP IN THE VERMONT BAR ASSOCIATION IS VOLUNTARY. THE MEMBERSHIP PROGRAM TRACKS ALL EXPENSES RELATING TO MEMBERSHIP SUCH AS THE DUES MAILING, PRINTING AND POSTAGE COSTS FOR NOTICES TO ATTORNEYS, ETC. LOBBYING - LOBBYING FOR THE VERMONT BAR ASSOCIATION IS UNDER THE DIRECTION OF ITS EXECUTIVE DIRECTOR. THE ASSOCIATION TRACKS, REPORTS AND TESTIFIES ON LEGISLATION OF IMPORTANCE TO VERMONT LICENSED ATTORNEYS.CASEMAKER - THE VERMONT BAR ASSOCIATION OFFERS ITS MEMBERS ON-LINE LEGAL RESEARCH THROUGH OUR WEB PORTAL.LEGAL ACCESS COORDINATOR - THE COORDINATOR IDENTIFIES AND UNIFIES PRO BONO EFFORTS THROUGHOUT VERMONT, PUBLICIZING AND PROMOTING THE WORK OF PRO BONO ATTORNEYS, RECRUITING AND PROVIDING TRAINING FOR PRO BONO ATTORNEYS IN AREAS OF NEED, AND COORDINATING WITH EXISTING ACCESS TO JUSTICE PROGRAMS AND PROJECTS. THE LEGAL ACCESS COORDINATOR ALSO PROVIDES SUPPORT SERVICES FOR THE RUTLAND COUNTY PILOT PROJECT AND THE COUNTY LEGAL ASSISTANCE PROJECTS. RUTLAND COUNTY PILOT PROJECT - THE RUTLAND COUNTY PILOT PROJECT IS A VERMONT BAR FOUNDATION FUNDED PROJECT UNDER WHICH MEMBERS OF THE PRIVATE BAR PROVIDE LEGAL SERVICE TO LOW-INCOME PRO SE LITIGANTS IN SPECIFIC CASES IN SUPERIOR, FAMILY AND PROBATE COURTS IN RUTLAND COUNTY. PARTICIPATING ATTORNEYS RECEIVE A REDUCED FEE ($60 PER HOUR) TO REPRESENT ELIGIBLE CLIENTS IN LANDLORD/TENANT, FORECLOSURE AND COLLECTION CASES IN RUTLAND SUPERIOR COURT; IN CHILD SUPPORT CONTEMPT CASES IN RUTLAND FAMILY COURT; AND IN INVOLUNTARY GUARDIANSHIP CASES IN RUTLAND DISTRICT AND FAIR HAVEN DISTRICT PROBATE COURTS. SCREENING FOR ELIGIBILITY IS DONE BY VERMONT LEGAL AID IN BURLINGTON. ATTORNEY COMPENSATION IS GENERALLY CAPPED AT 5 HOURS FOR SUPERIOR COURT CASES, AND AT 3 HOURS FOR INVOLUNTARY GUARDIANSHIP AND FAMILY COURT CASES. COUNTY LEGAL ASSISTANCE PROJECTS - THE COUNTY LEGAL ASSISTANCE PROJECTS ARE MODELED AFTER THE BENNINGTON COUNTY LEGAL ASSISTANCE PROJECT AND THE RUTLAND COUNTY PILOT PROJECT. THEY WILL OPERATE IN MUCH THE SAME MANNER AS THEIR PREDECESSORS AND THEY WILL USE FORMS, LITERATURE AND PROCEDURES DEVELOPED FOR THOSE PROJECTS. THE ADDISON, WINDHAM, WINDSOR, BENNINGTON, WASHINGTON AND FRANKLIN/GRAND ISLE COUNTY LEGAL ASSISTANCE PROJECTS SEEK TO PROVIDE REPRESENTATION TO INDIGENT AND LOW-INCOME LITIGANTS LIMITED TO THE FOLLOWING LEGAL AREAS (CHILD SUPPORT CONTEMPT/MODIFICATION; LANDLORD/TENANT DISPUTES; COLLECTION AND FORECLOSURE MATTERS; COLLECTION MATTERS; AND INVOLUNTARY GUARDIANSHIP CASES). ABA CATALYST - THE VERMONT BAR ASSOCIATION AND THE VERMONT LAW SCHOOL HAVE PARTNERED ON A VIRTUAL LAWYER INCUBATOR PILOT PROJECT TO TEST A MODEL OF ENCOURAGING NEW LAWYERS TO ESTABLISH LAW PRACTICES IN UNDERSERVED AREAS OF VERMONT. AN IMPORTANT GOAL OF THE PROJECT WILL BE TO USE THE SKILLS AND ENTHUSIASM OF THESE YOUNG LAWYERS TO PROVIDE LEGAL SERVICES TO LOW INCOME CLIENTS THROUGH PRO BONO AND LOW BONO REPRESENTATION. NEW ATTORNEYS WILL LEARN HOW TO MELD SERVICES FOR POORER CLIENTS INTO A PRACTICE THAT STILL ENABLES THE ATTORNEY TO MAKE A DECENT LIVING WHILE SERVICING THEIR COMMUNITIES.VICTIMS OF CRIME ACT (VOCA) GRANT - THIS IS A REIMBURSEMENT GRANT BETWEEN THE VERMONT CRIME VICTIMS SERVICES AND THE VERMONT BAR ASSOCIATION TO PROVIDE DIRECT SERVICES TO VICTIMS OF ALL TYPES OF CRIMES. VICTIMS ARE REFERRED TO THE GRANT PROGRAM AND OUR LEGAL ACCESS COORDINATE FINDS ATTORNEYS TO ASSIST THEM AT A REDUCED FEE. THE ATTORNEY IS REIMBURSED THROUGH GRANT MONIES.CLIENT SECURITY FUND - THE CLIENT SECURITY FUND IS INTENDED TO BE USED TO SATISFY LOSSES TO CLIENTS OF LAWYERS WHO MISHANDLE CLIENT TRUST FUNDS. THE ASSOCIATION HAS ENACTED A $30,000 MAXIMUM AMOUNT PAYABLE PER CASE. THE FUND WAS CREATED THROUGH CONTRIBUTIONS AND DUES ASSESSMENTS. THERE WERE NO CLAIMS PAID OUT IN FISCAL YEAR 2021.ADULT INVOLUNTARY GUARDIANSHIPS - THIS IS A GRANT FROM THE VERMONT SUPREME COURT TO ENABLE THE VBA TO PROVIDE LOW BONO ATTORNEY REPRESENTATION TO RESPONDENTS IN ADULT INVOLUNTARY GUARDIANSHIP PROCEEDINGS.POST ADOPTION CONTRACT AGREEMENTS - THIS IS A GRANT FROM THE VERMONT SUPREME COURT TO ENABLE THE VBA TO PROVIDE LOW BONO ATTORNEY REPRESENTATION TO FINANCIALLY NEEDY ADOPTIVE PARENTS ENTERING INTO POST ADOPTIVE CONTRACT AGREEMENTS.BANK OF AMERICA GRANT - THIS IS A GRANT FROM BANK OF AMERICA TO ENABLE THE VBA TO ASSIST IN THE FORECLOSURE MEDIATION PROJECT. THESE GRANT FUNDS WILL BE USED TO PREVENT FORECLOSURE IN THE CONTEXT OF THE FORECLOSURE MEDIATION OPPORTUNITIES AFFORDED ELIGIBLE DEFENDANTS IN FORECLOSURE ACTIONS.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990 on file
2023August 31, 2024January 15, 2025990 on file

IRS record

EIN
03-0196809
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1971
Accounting year ends
August
Files
Form 990 or 990-EZ
Assets (IRS master file)
$3,027,811
Income (IRS master file)
$1,298,112

Filing history

FormYear endedRevenueExpensesAssetsReturn
990August 2025$1,284,187$1,296,384$3,027,811XML
990August 2024$1,196,172$1,295,873$2,817,409XML
990August 2023$1,252,248$1,171,515$2,555,989XML
990August 2022$1,056,187$984,314$2,256,060IRS
990August 2021–––IRS
990August 2020–––IRS
990August 2019–––IRS
990August 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 03-0196809).

Questions about VERMONT BAR ASSOCIATION

What is the EIN of VERMONT BAR ASSOCIATION?
The employer identification number (EIN) of VERMONT BAR ASSOCIATION is 03-0196809.
Is VERMONT BAR ASSOCIATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1971.
Are donations to VERMONT BAR ASSOCIATION tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does VERMONT BAR ASSOCIATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of VERMONT BAR ASSOCIATION due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did VERMONT BAR ASSOCIATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended August 2025.
Who is the principal officer of VERMONT BAR ASSOCIATION?
The 990 for the year ended August 31, 2025 names LISA MAXFIELD.
Who are the officers and directors of VERMONT BAR ASSOCIATION?
The 990 for the year ended August 31, 2025 lists 19 people; 2 received compensation from the organization, the highest $150,000 (ROBERT PAOLINI, EXECUTIVE DIRECTOR).
How much revenue does VERMONT BAR ASSOCIATION have?
On its 990 for the year ended August 31, 2025 it reported revenue of $1,284,187, expenses of $1,296,384 and total assets of $3,027,811 at year end.

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