2024-06-24T10:56:30-05:00 2023-08-31 060903326 WHITTLESEY PC 14 BOBALA RD HOLYOKE MA 01040 990 2022-09-01 042453466 MASSACHUSETTS CONTINUING LEGAL EDUCATION INC MASS 8009666253 10 WINTER PLACE BOSTON MA 02108 MARK S ROTONDO EXECUTIVE DIRECTOR 8009666253 2024-06-24 1 MARK ROTONDO 999009999 0 LISA WILLS P00062479 4135363970 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARK S ROTONDO 10 WINTER PLACE BOSTON MA 02108 7360606 0 X MCLE.ORG X 1969 MA TO PROVIDE COMPREHENSIVE AND HIGHLY PRACTICAL CONTINUING LEGAL EDUCATION. 21 21 36 1730 0 0 227920 809208 4938006 4656597 522484 18034 122400 -124827 5810810 5359012 264902 319518 0 0 2552662 2685440 0 0 197691 2693799 2102855 5511363 5107813 299447 251199 15384426 16069854 1671047 1722193 13713379 14347661 TO PROVIDE COMPREHENSIVE AND HIGHLY PRACTICAL CONTINUING LEGAL EDUCATION. 0 0 3979490 319518 4531770 TO PROVIDE EDUCATIONAL SERVICES FOR PRACTICING ATTORNEYS THROUGH THE USE OF LECTURES, BOOKS, AND VIDEO EQUIPMENT IN A CLASSROOM SETTING AND THROUGH ONLINE SERVICES. 3979490 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 22 0 1 36 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X MARK S ROTONDO 6178961240 10 WINTER PLACE BOSTON MA 02108 JOHN M REILLY ESQ EXE DIRECTOR 37.50 X 279936 0 402602 MARY ANNE JENSEN DIRECTOR OF PUBLICATIONS 37.50 X 148124 0 37304 DANIELLE SIMMONS DIRECTOR OF PROGRAMS 37.50 X 121340 0 11229 SALVATORE RICCIARDONE DIRECTOR OF PHILANTHROPY 37.50 X 118517 0 31460 MARK WOODBURY DIRECTOR OF FINANCE AND FA 37.50 X 105906 0 34424 MICHAEL P SAMS ESQ PRESIDENT 1.00 X X 0 0 0 KATHERINE A HESSE ESQ VICE PRESIDENT 1.00 X X 0 0 0 KENDI E OZMON ESQ TREASURER 1.00 X X 0 0 0 KENDRA L BERARDI ESQ CLERK 0.50 X X 0 0 0 ANNELISE M ARAUJO ESQ TRUSTEE 0.50 X 0 0 0 CHRISTA A ARCOS ESQ TRUSTEE 0.50 X 0 0 0 ROBERT P COOPER ESQ TRUSTEE 0.50 X 0 0 0 CARRIE B RAINEN ESQ TRUSTEE 0.50 X 0 0 0 GABRIEL CHEONG ESQ TRUSTEE 0.50 X 0 0 0 ESSENCE R MCGILL ARZU ESQ TRUSTEE 0.50 X 0 0 0 JACLYN LKUGELL ESQ TRUSTEE 0.50 X 0 0 0 PRASANT DESAI ESQ TRUSTEE 0.50 X 0 0 0 SCOTT E SQUILLANCE ESQ TRUSTEE 0.50 X 0 0 0 HON ALEX MITCHELL MUNEVAR TRUSTEE 0.50 X 0 0 0 PETER M MOLDAVE ESQ TRUSTEE 0.50 X 0 0 0 TERRENCE L PARKER ESQ TRUSTEE 0.50 X 0 0 0 C MAX PERLMAN ESQ TRUSTEE 0.50 X 0 0 0 REBECCA G PONTIKES ESQ TRUSTEE 0.50 X 0 0 0 INGRID C SCHROFFNER ESQ TRUSTEE 0.50 X 0 0 0 SUNILA THOMAS GEORGE ESQ TRUSTEE 0.50 X 0 0 0 MIAN R WANG TRUSTEE 0.50 X 0 0 0 773823 0 517019 5 0 1 0 0 664892 144316 809208 PROGRAM & PUBLICATIONS 900099 4656597 4656597 4656597 134275 134275 42686 170534 -127848 -127848 -127848 1714819 1831060 -116241 -116241 -116241 MISCELLANEOUS INCOME 900099 3021 3021 3021 5359012 4531770 0 18034 210170 210170 109348 109348 166754 128401 38353 1971978 1533172 330450 108356 111511 85863 18957 6691 286496 220600 46742 19154 148701 114500 25279 8922 32755 32755 24233 24233 40435 15269 25166 354273 270328 67156 16789 160357 120267 32072 8018 42902 42902 29945 22459 7486 595220 297610 267849 29761 56222 17855 38367 PROGRAM EXPENSES 766513 766513 5107813 3979490 930632 197691 262957 298615 4006349 4955830 105420 101168 503911 346803 413663 304839 121129 91076 11412061 6730636 4916902 4681425 4955151 5200619 98944 89479 15384426 16069854 426878 512684 760906 763902 483263 445607 1671047 1722193 X 8475738 9040898 5237641 5306763 13713379 14347661 15384426 16069854 251199 383083 0 X X 0 1 X 1 0 X 141970 110642 647902 227920 809208 1937642 5012996 4854320 4530635 4673104 4356597 23427652 5154966 4964962 5178537 4901024 5165805 25365294 0 0 0 25365294 523864 248636 1198100 235465 134275 2340340 523864 248636 1198100 235465 134275 2340340 5678830 5213598 6376637 5136489 5300080 27705634 0.91550 0.90080 0.08450 0.09920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4955151 129749 161831 46012 5200619 5636843 227928 -708908 200712 4955151 4774551 136410 907656 181774 5636843 4218871 235957 489493 169770 4774551 3967278 274316 137530 160253 4218871 1.00000 1 0 368197 368197 2531729 1945612 586117 6754616 3188568 3566048 1168046 1020999 147047 589473 575457 14016 4681425 5593111 383083 383083 5210028 148984 148984 5359012 4958829 0 4958829 148984 148984 5107813 PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED TO RENTAL INCOME -170,534. GRANTS AND OTHER ASSISTANCE NETTED TO PROGRAM INCOME 319,518. PART XII, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED TO RENTAL INCOME -170,534. GRANTS AND OTHER ASSISTANCE NETTED TO PROGRAM INCOME 319,518. 1 COMMUNITY LEGAL AID INC 370 MAIN STREET WORCESTER MA 01608 042446242 501(C)3 0 41236 OTHER VOUCHERS & RESEARCH TOOLS ACCESS TO JUSTICE GREATER BOSTON LEGAL SERVICES 197 FRIEND STREET BOSTON MA 02114 042103907 501(C)3 0 13545 OTHER VOUCHERS & RESEARCH TOOLS ACCESS TO JUSTICE CPCS CHILDREN & FAMILY LAW 44 BROMFIELD STREET BOSTON MA 02114 0 13650 OTHER PROGRAM VOUCHERS ACCESS TO JUSTICE METROWEST LEGAL SERVICES 63 FOUNTAIN STREET FRAMINGHAM MA 01702 043177488 501(C)3 0 14958 OTHER VOUCHERS & RESEARCH TOOLS ACCESS TO JUSTICE NORTHEAST LEGAL AID 181 UNION STREET LYNN MA 01901 237381007 501(C)3 0 23781 OTHER VOUCHERS & RESEARCH TOOLS ACCESS TO JUSTICE SO COASTAL COUNTIES LEGAL SERVICES 21 SOUTH SIXTH STREET NEW BEDFORD MA 02740 043330208 501(C)3 0 14854 OTHER VOUCHERS & RESEARCH TOOLS ACCESS TO JUSTICE VOLUNTEER LAWYERS PROJECT 7 WINTHROP SQ BOSTON MA 02110 222486215 501(C)3 0 73485 OTHER VOUCHERS & RESEARCH TOOLS ACCESS TO JUSTICE WOMEN'S BAR ASSOC OF MA 105 CHAUNCY STREET BOSTON MA 02111 000078154 0 9646 OTHER PROGRAM VOUCHERS ACCESS TO JUSTICE DE NOVO CENTER FOR JUSTICE AND HEALING 47 THORNDIKE STREET CAMBRIDGE MA 02141 042470335 3 0 5015 VOUCHERS AND RESEARCH TOOLS ACCESS TO JUSTICE 7 2 MCLE PROGRAM SCHOLARSHIP 74 27936 OTHER PROGRAM REGISTRATION FEE OFFSETS NEW LAWYER PRICE SUBSIDY 515 81412 OTHER DISCOUNT ON PRODUCTS AND PROGRAMS PART I, LINE 2: ALL VOUCHERS, SUBSCRIPTIONS AND SCHOLARSHIPS AWARDED AND REDEEMED ARE TRACKED IN MCLE'S DATABASE PART II, LINE 1 VOUCHERS ALLOWING BEARER TO ATTEND MCLE PROGRAMS AND WEBCASTS ARE PROVIDED TO 16 LEGAL SERVICES AND PROBONO ORGANIZATIONS IN MASSACHUSETTS. THE VALUE OF THE VOUCHERS IS CALCULATED AS AVEARGE REGISTRATION FEE ($217 FOR FOR FY 2023) X NUMBER OF VOUCHERS MINUS VOUCHER COPAY AMOUNT ($35 FOR FY 2023) X NUMBER OF VOUCHERS PART II LINE 1 FREE SUBSCRIPTIONS TO THE MCLE ONLINEPASS, AN EDUCATIONAL AND RESEARCH DATABASE, IS PROVIDED TO 18 LEGAL SERVICE ORGANIZATIONS IN MASSACHUSETTS. THE VALUE OF THE SUBSCRIPTION FOR EACH ORGANIZATION IS CALCULATED AS BASE SUBSCRIPTION FEE ($895) + NUMBER OF LICENSED ATTORNEYS ON THE ORGANIZATION'S STAFF X PER LAWYER FEE ($115) PART III LINE, LINE 2 LAWYERS NEWLY ADMITTED TO THE BAR RECEIVE A PRICE EQUAL TO 50% OF THE LIST PRICE FOR MCLE PRODUCTS AND PROGRAMS X X 0 0 0 0 0 0 0 0 0 JOHN M REILLY ESQ EXE DIRECTOR 279936 0 0 0 0 0 388442 0 14160 0 682538 0 0 0 MARY ANNE JENSEN DIRECTOR OF PUBLICATIONS 148124 0 0 0 0 0 11063 0 26241 0 185428 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C MCLE MONITORS AND ENFORCES COMPLIANCE WITH THEIR CONFLICT OF INTEREST POLICY BY REQUIRING ALL BOARD OF DIRECTOR MEMBERS AND EMPLOYEES TO SIGN AN ANNUAL DISCLOSURE STATEMENT IDENTIFYING KNOWN CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE REVIEWS AND APPROVES THE EXECUTIVE DIRECTOR'S ANNUAL SALARY. THE COMPENSATION IS REVIEWED AND APPROVED BY REVIEWING THE EXECUTIVE DIRECTOR'S PERFORMANCE AND USING DATA AS TO COMPARABLE COMPENSATION FOR FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGINIZATIONS FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE MASSACHUSETTS SECRETARY OF STATE AND ATTORNEY GENERAL'S WEBSITES FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT OR INDEPENDENT ACCOUNTANT SELECTION PROCESS DURING THE YEAR.