Nonprofit · EIN 04-3293798
MASSACHUSETTS BAR INSTITUTE
Tax-exempt · BOSTON, MA 02111
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $955,566 | $1,464,765 | -$509,199 | $1,323,022 | $18,338,025 | -$17,015,003 |
| August 31, 2024 | 990 | $887,408 | $1,414,836 | -$527,428 | $1,388,926 | $17,894,730 | -$16,505,804 |
| August 31, 2023 | 990 | $808,241 | $1,331,467 | -$523,226 | $1,576,066 | $17,554,442 | -$15,978,376 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $136,953
- Program service revenue
- $468,982
- Investment income
- $0
- Royalties
- $4,631
- Other revenue
- $349,631
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $13,338
- Occupancy
- $329,992
- Travel
- $2,783
- Depreciation
- $96,854
- Program services (functional)
- $984,323
- Management and general (functional)
- $480,442
Balance sheet and other
- Total assets, start of year
- $1,388,926
- Total assets, end of year
- $1,323,022
- Total liabilities, end of year
- $18,338,025
- Net assets, end of year
- -$17,015,003
- Land, buildings and equipment
- $1,190,178
- Net assets without donor restrictions
- -$17,015,003
- Gross unrelated business income
- $12,626
- Gross receipts
- $955,566
- Employees
- 0
- Volunteers
- 14
- Year formed
- 1995
- State of legal domicile
- MA
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.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TERENCE WELSH | PRESIDENT, MBA INSURANCE AGENCY Highest-paid employee | 1 | $0 | $545,158 | $73,563 |
| MARTIN W HEALY | CHIEF OPERATING OFFICER & CHIEF LEGAL COUNSEL Officer | 1 | $0 | $517,625 | $78,811 |
| PATRICIA O WALSH | EXEC. VICE PRESIDENT, MBA INSURANCE AGENCY Highest-paid employee | 1 | $0 | $271,494 | $47,642 |
| JASON SCALLY | DIRECTOR COMMUNICATIONS & MEDIA Highest-paid employee | 1 | $0 | $130,000 | $39,449 |
| LISA FERRARA | DIRECTOR, MEMBERSHIP & PROGRAMS Highest-paid employee | 1 | $0 | $137,000 | $26,297 |
| DON BOTTS | DIRECTOR OF INFORMATION TECHNOLOGY Highest-paid employee | 1 | $0 | $128,800 | $34,295 |
| MARK DOHERTY | DIRECTOR, FISCAL OPERATIONS Officer | 1 | $0 | $117,282 | $0 |
| VICTORIA M SANTORO MAIR | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| MICHAEL H HAYDEN | PRESIDENT-ELECT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| SAMUEL A SEGAL | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| SHAYLA MOMBELEUR | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| MARC A MOCCIA | SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| DENIS SQUILLANTE | EXEC MGT BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| GEORGIA K CRITSLEY | EXEC MGT BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| HON BONNIE H MACLEOD RET | EXEC MGT BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANE EDEN | EXEC MGT BOARD MEMBER Trustee or director | 1 | $0 |
| PAUL J KLEHM | EXEC MGT BOARD MEMBER Trustee or director | 1 | $0 |
| MARISSA N SOTO-ORTIZ | EXEC MGT BOARD MEMBER Trustee or director | 1 | $0 |
| MARSHA V KAZAROSIAN | EXEC MGT BOARD MEMBER Trustee or director | 1 | $0 |
| MARTIN F KANE II | EXEC MGT BOARD MEMBER Trustee or director | 1 | $0 |
| SHAMPAGNE L ROBINSON | EXEC MGT BOARD MEMBER (TO 8/25) Trustee or director | 1 | $0 |
990 for the year ended August 31, 2024: 25 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TERENCE WELSH | PRESIDENT, MBA INSURANCE AGENY Highest-paid employee | 1 | $0 | $550,273 | $69,075 |
| MARTIN W HEALY | CHIEF OPERATING OFFICER & CHIEF LEGAL COUNCIL Officer | 1 | $0 | $500,000 | $76,495 |
| PATRICIA O WALSH | EXEC. VICE PRESIDENT, MBA INSURANCE AGENCY Highest-paid employee | 1 | $0 | $267,735 | $44,515 |
| JASON SCALLY | DIRECTOR COMMUNICATIONS & MEDIA Highest-paid employee | 1 | $0 | $126,700 | $35,748 |
| LISA FERRARA | DIRECTOR, MEMBERSHIP & PROGRAMS Highest-paid employee | 1 | $0 | $130,000 | $23,703 |
| DON BOTTS | DIRECTOR OF INFORMATION TECHNOLOGY Highest-paid employee | 1 | $0 | $125,000 | $28,083 |
| MARK DOHERTY | DIRECTOR, FISCAL OPERATIONS Officer | 1 | $0 | $28,809 | $0 |
| DAMIAN J TURCO | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| DENIS SQUILLANTE | EXEC MGT BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| GEORGIA K CRITSLEY | EXEC MGT BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| HON BONNIE H MACLEOD RET | EXEC MGT BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JANE EDEN | EXEC MGT BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JOHN J VASAPOLLI | EXEC MGT BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARC A MOCCIA | EXEC MGT BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARISSA N SOTO-ORTIZ | EXEC MGT BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARSHA V KAZAROSIAN | EXEC MGT BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARTIN F KANE II | EXEC MGT BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL H HAYDEN | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| PAUL J KLEHM | EXEC MGT BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| PETER ELIKANN | EXEC MGT BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| RUTH A MATTSON | EXEC MGT BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SAMUEL A SEGAL | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| SHAMPAGNE L ROBINSON | EXEC MGT BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SHAYLA MOMBELEUR | SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| VICTORIA M SANTORO MAIR | PRESIDENT-ELECT Trustee or director, Officer | 2 | $0 | $0 | $0 |
990 for the year ended August 31, 2023: 27 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TERENCE WELSH | PRESIDENT, MBA INSURANCE A Highest-paid employee | 1 | $0 | $550,273 | $72,260 |
| MARTIN W HEALY | CHIEF OPERATING OFFICER & CHIEF LEGAL COUNSEL Officer | 1 | $0 | $500,000 | $75,758 |
| PATRICIA O WALSH | EXEC. VICE PRESIDENT, MBA Highest-paid employee | 1 | $0 | $267,735 | $47,124 |
| JASON SCALLY | DIRECTOR COMMUNICATIONS & Highest-paid employee | 1 | $0 | $126,700 | $38,529 |
| MARK DOHERTY | DIRECTOR, FISCAL OPERATION Officer | 1 | $0 | $138,403 | $23,591 |
| LEE CONSTANTINE | DIRECTOR OF POLICY & OPERA Highest-paid employee | 1 | $0 | $121,875 | $38,067 |
| LISA FERRARA | DIRECTOR, MEMBERSHIP & PROGRAMS Highest-paid employee | 1 | $0 | $130,000 | $25,809 |
| DON BOTTS | DIRECTOR OF INFORMATION TE Highest-paid employee | 1 | $0 | $120,193 | $30,590 |
| ELIZABETH O'NEIL | DIRECTOR, COMMUNITY & PUBLIC SERVICES Highest-paid employee | 1 | $0 | $115,000 | $23,009 |
| DAMIAN J TURCO | PRESIDENT-ELECT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| GRACE V B GARCIA | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| MICHAEL H HAYDEN | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| SAMUEL A SEGAL | SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| VICTORIA M SANTORO MAIR | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| ANTHONY J BENEDETTI | EXEC MGT BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DENIS SQUILLANTE | EXEC MGT BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| GEORGIA K CRITSLEY | EXEC MGT BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| HON BONNIE H MACLEOD RET | EXEC MGT BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JANE EDEN | EXEC MGT BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JOHN J VASAPOLLI | EXEC MGT BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARC A MOCCIA | EXEC MGT BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARISSA N SOTO-ORTIZ | EXEC MGT BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARSHA V KAZAROSIAN | EXEC MGT BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARTIN F KANE II | EXEC MGT BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| PETER ELIKANN | EXEC MGT BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SHAMPAGNE L ROBINSON | EXEC MGT BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SHAYLA MOMBELEUR | EXEC MGT BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 20 WEST ST, BOSTON, MA 02111-1204
- In care of
- % JAMES S DILDAY
- Principal officer (990 for 2024)
- MARC MOCCIA, 20 WEST STREET, BOSTON, MA 021111218
- Signed the 990
- MARC MOCCIA, CURRENT TREASURER
- Phone
- (617) 338-0500
- Website
- WWW.MASSBAR.ORG
- Return prepared by
- KAHN LITWIN RENZA & CO LTD
Mission
THE INSTITUTE DEVELOPS AND DELIVERS EDUCATIONAL PROGRAMS; PUBLISHES SCHOLARLY PUBLICATIONS; DEVELOPS AND IMPLEMENTS COMMUNITY AND PUBLIC SERVICE PROGRAMS; AND PROMOTES THE ADMINISTRATION OF JUSTICE AND RESPECT FOR THE LAW.
Program accomplishments
- EDUCATIONAL SEMINARS AND CONFERENCESExpenses $612,732 · revenue $286,960
- PUBLICATIONSExpenses $186,881 · revenue $87,522
- PUBLIC SERVICESExpenses $184,710 · revenue $86,505
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 04-3293798
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1996
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B64Z)
- Assets (IRS master file)
- $1,323,022
- Income (IRS master file)
- $955,566
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $955,566 | $1,464,765 | $1,323,022 | XML |
| 990-T | August 2025 | – | – | – | IRS |
| 990 | August 2024 | $887,408 | $1,414,836 | $1,388,926 | XML |
| 990-T | August 2024 | – | – | – | IRS |
| 990 | August 2023 | $808,241 | $1,331,467 | $1,576,066 | XML |
| 990-T | August 2023 | – | – | – | IRS |
| 990 | August 2022 | $718,705 | $1,135,432 | $1,678,923 | IRS |
| 990-T | August 2022 | – | – | – | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990-T | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 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 04-3293798).
Questions about MASSACHUSETTS BAR INSTITUTE
- What is the EIN of MASSACHUSETTS BAR INSTITUTE?
- The employer identification number (EIN) of MASSACHUSETTS BAR INSTITUTE is 04-3293798.
- Is MASSACHUSETTS BAR INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to MASSACHUSETTS BAR INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does MASSACHUSETTS BAR INSTITUTE 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 MASSACHUSETTS BAR INSTITUTE 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 MASSACHUSETTS BAR INSTITUTE 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 MASSACHUSETTS BAR INSTITUTE?
- The 990 for the year ended August 31, 2025 names MARC MOCCIA.
- Who are the officers and directors of MASSACHUSETTS BAR INSTITUTE?
- The 990 for the year ended August 31, 2025 lists 21 people; 0 received compensation from the organization.
- How much revenue does MASSACHUSETTS BAR INSTITUTE have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $955,566, expenses of $1,464,765 and total assets of $1,323,022 at year end.
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