2024-07-15T12:14:22-05:00 2023-08-31 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990 2022-09-01 591546854 SARASOTA COUNTY BAR ASSOCIATION INC SARA 9418618180 PO BOX 507 SARASOTA FL 34230 JAY CASTLE TREASURER 9418618180 2024-07-10 1 JAY CASTLE 999009999 1 REBECCA U STONER P00585910 9413654617 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z AMANDA KISON PO BOX 507 SARASOTA FL 34230 378089 0 X WWW.SARASOTABAR.COM X 1960 FL AS A LEADER OF THE LOCAL LEGAL COMMUNITY, THE SARASOTA COUNTY BAR ASSOCIATION ADVANCES PROFESSIONALISM, PROMOTES PRACTICE AREA DEVELOPMENT, AND FOSTERS FELLOWSHIP. 14 14 2 965 40052 0 0 0 248140 283881 208 2341 23257 45591 271605 331813 0 0 0 0 99207 109672 0 0 0 110491 195539 209698 305211 61907 26602 553758 574940 31198 25778 522560 549162 X THE MISSION OF THE SARASOTA COUNTY BAR ASSOCIATION, INC., IS TO SERVE OUR MEMBERSHIP BY ADVANCING PROFESSIONALISM, PROMOTING PRACTICE DEVELOPMENT, AND FOSTERING FELLOWSHIP. 0 0 A MOCK TRIAL PRESENTATION FOR APPROXIMATELY 200 HIGH SCHOOL STUDENTS INVOLVING OVER 100 MEMBER VOLUNTEERS AND A MOCK TRIAL COMPETITION FOR HIGH SCHOOL STUDENTS. CONTINUING LEGAL EDUCATION: EDUCATIONAL OPPORTUNITIES ARE OFFERED TO MEMBERS AT MONTHLY PRACTICE AREA SECTION MEETINGS; TOPICS WITH A FOCUS ON ETHICS & PROFESSIONALISM ARE PRESENTED TO MEMBERS AND OCCASIONALLY TO LEGAL SUPPORT STAFF; WORKSHOPS WITH JUDGES AND OTHER COURT PERSONNEL TO IMPROVE THE ADMINISTRATION OF JUSTICE ARE OFFERED THROUGHOUT THE YEAR. LUNCHEONS, DINNERS, BANQUETS, SOCIALS: OPPORTUNITIES TO IMPROVE COLLEGIALITY AMONG MEMBERS, JUDICIARY, AND OTHER CONSTITUTIONAL OFFICERS, ALONG WITH PROMOTING PRACTICE DEVELOPMENT, ARE PROVIDED BY OFFERING A VARIETY OF FUNCTIONS DURING THE YEAR. EVENTS ARE OFTEN OPEN TO OTHER BUSINESS PROFESSIONALS. LAW AND SARASOTA: A COLLABORATIVE EFFORT BETWEEN THE SCBA AND THE EDUCATION CHANNEL, "LAW AND SARASOTA" IS A SERIES OF 30 MINUTE TELEVISED PROGRAMS, AIRING AT LEAST TWENTY TIMES DURING A PERIOD OF NINE MONTHS ABOUT LEGAL TOPICS OF INTEREST TO THE CITIZENS OF SARASOTA; DIVERSITY SCHOLARSHIP PROGRAM: IN 2007, THE SCBA CREATED A DIVERSITY SCHOLARSHIP FUND IN PARTNERSHIP WITH THE COMMUNITY FOUNDATION OF SARASOTA COUNTY TO PROVIDE SCHOLARSHIPS OF UP TO $5,000 TO QUALIFIED LAW STUDENTS OF DIVERSE BACKGROUNDS. STUDENTS ARE SELECTED FROM FLORIDA LAW SCHOOLS BY THE SCBA COUNCIL FOR DIVERSITY AND INCLUSION. ELIGIBILITY IS BASED ON NEED, MERIT AND QUALIFYING CRITERIA. CANDIDATES INTERVIEW WITH AREA LAW FIRMS AND/OR GOVERNMENTAL AGENCIES THAT HAVE AGREED TO EMPLOY THE STUDENT FOR 10 WEEK SUMMER INTERNSHIPS. ONCE APPROVED, SUCCESSFUL APPLICATIONS ARE REFERRED TO THE COMMUNITY FOUNDATION WHO AWARDS THE SCHOLARSHIP TO THE STUDENT'S LAW SCHOOL TO FURTHER HIS/HER LEGAL EDUCATION. ADDITIONALLY, SCBA AWARDED A $1,000 SCHOLARSHIP TO A BOOKER LAW ACADEMY HIGH SCHOOL STUDENT. 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 2 1 1 1 0 0 0 0 0 0 0 X 14 14 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X HOLLY LIPPS EXECUTIVE DIRECTOR 9418618180 2002 RINGLING BLVD ROOM 105 SARASOTA FL 34237 JAY CASTLE DIRECTOR 1.00 X 0 0 0 SARA CASTRO DIRECTOR 1.00 X 0 0 0 JASON GASKILL DIRECTOR 1.00 X 0 0 0 AMANDA KING DIRECTOR 1.00 X 0 0 0 ALAN PEREZ DIRECTOR 1.00 X 0 0 0 CYNTHIA RIDDELL DIRECTOR 1.00 X 0 0 0 MICHELE STEPHEN DIRECTOR 1.00 X 0 0 0 TAMARA WILLIAMS DIRECTOR 1.00 X 0 0 0 CAROLEEN BREJ YLD PRESIDENT 1.00 X 0 0 0 ERIN ITTS SOUTH COUNTY PRESIDENT 1.00 X 0 0 0 BRYAN KESSLER TREASURER/SECRETARY 1.00 X X 0 0 0 NEIL T LYONS PRESIDENT 1.00 X X 0 0 0 AMANDA R KISON PRESIDENT-ELECT 1.00 X X 0 0 0 DANA KEANE IMM PAST PRESIDENT 1.00 X X 0 0 0 HOLLY L LIPPS EXEC DIRECTOR 40.00 X 88510 0 0 88510 0 0 0 0 0 0 0 MEMBER DUES 900099 139040 139040 MEETINGS 900099 91798 91798 SOUTH COUNTY DIVISION 900009 21495 21495 YOUNG LAWYER DIVISION 900099 18246 18246 SECTION EVENTS 900099 7941 7941 5361 5361 283881 2341 2341 51815 46276 5539 5539 ADVERTISING INCOME 841800 39291 39291 SALE OF MEMBERSHIP LIS 541860 761 761 40052 331813 283881 40052 7880 97113 5198 7361 12075 52599 13928 2977 78100 777 7655 DOCKET 11460 BOARD EXPENSES 3055 TROPHYS & AWARDS 1542 MEMBER & JUDICIAL SURVE 384 10987 305211 141145 157761 404541 406881 1958 2789 4799 6971 17754 17216 1315 538 553758 574940 3938 14553 27260 11225 31198 25778 X 522560 549162 522560 549162 553758 574940 26602 0 X 0 0 0 0 1 0 17754 17216 538 538 PATH TO UNITY 27845 27845 15694 RETIREMENTS 14915 14915 15784 1 7090 7090 8334 49850 49850 39812 39812 10038 FORM 990, PART I, LINE 6 VOLUNTEERS DEVELOP, ORGANIZE, AND EXECUTE MEETING TOPICS OF 8 PRACTICE SECTIONS, SERVE IN LEADERSHIP POSITIONS WITHIN THE YOUNG LAWYERS DIVISION, SOUTH COUNTY DIVISION, AND COUNCIL FOR DIVERSITY AND INCLUSION WHERE SPECIAL PROJECTS AND NETWORKING EVENTS ARE PRESENTED, WRITE ARTICLES FOR 10 ISSUES OF THE DOCKET, PLAN AND SPEAK AT CONTINUING LEGAL EDUCATION PROGRAMS FOR MEMBERS, AND FACILITATE MOCK TRIAL PROGRAM FOR APPROXIMATELY 200 HIGH SCHOOL STUDENTS DURING LAW WEEK. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS CAROLEEN BREJ AND AMANDA KISON WORK AT THE SAME FIRM. BOARD MEMBERS MICHELE STEPHAN AND TAMARA WILLIAMS WORK AT THE SAME FIRM. FORM 990, PART VI, SECTION A, LINE 6 ACTIVE: INDIVIDUALS WHO ARE MEMBERS IN GOOD STANDING WITH THE FLORIDA BAR AND WHO ACTIVELY PRACTICE AND MAINTAIN AN OFFICE FOR THE PRACTICE OF LAW WITHIN THE 12TH JUDICIAL CIRCUIT OR WITHIN CHARLOTTE COUNTY, FLORIDA; OR MAINTAINS HIS OR HER PERMANENT LEGAL RESIDENCY WITHIN THE 12TH JUDICIAL CIRCUIT OR CHARLOTTE COUNTY, FLORIDA; JUDGES OF ANY FLORIDA COURT; PUBLIC SERVANTS AS DESIGNATED BY THE BOARD OF DIRECTORS; STUDENT: INDIVIDUALS ENROLLED AND CURRENTLY ATTENDING LAW SCHOOL, AND LAW SCHOOL GRADUATES WHO ARE ACTIVELY SEEKING ADMISSION TO THE FLORIDA BAR AND HAVE RECEIVED THEIR JURIS DOCTORATE WITHIN THE PREVIOUS TWO (2) YEARS. (LAW STUDENT MEMBERSHIP TERMINATES AFTER ADMISSION TO THE FLORIDA BAR; RETIRED: INDIVIDUAL WHO EITHER IS (1) "INACTIVE OR "RETIRED" FROM THE FLORIDA BAR PURSUANT TO RULES REGULATING THE FLORIDA BAR 1-3.2 (C) OR RULE 1-3.5, AND AT THE TIME OF ELECTING SUCH STATUS, WAS AN ACTIVE SCBA OR JUDICIAL BRANCH MEMBER; OR (2) NOT A MEMBER OF THE FLORIDA BAR, WAS A MEMBER OF THE BAR OF ONE OR MORE FOREIGN JURISDICTIONS, HAS RETIRED IN GOOD STANDING FROM THE ACTIVE PRACTICE OF LAW IN EACH OF THOSE FOREIGN JURISDICTIONS, AND MAINTAINS HIS OR HER PERMANENT LEGAL RESIDENCE WITHIN THE 12TH JUDICIAL CIRCUIT OR CHARLOTTE COUNTY, FLORIDA. FORM 990, PART VI, SECTION A, LINE 7A YES. ACTIVE MEMBERS ARE ENCOURAGED TO CONTACT THE GOVERNANCE COMMITTEE IF INTERESTED IN SERVING IN A LEADERSHIP POSITION, AND A LEADERSHIP APPLICATION IS DISTRIBUTED ELECTRONICALLY AND PUBLISHED IN THE NEWSLETTER. THE GOVERNANCE COMMITTEE IS CHARGED WITH CREATING A SLATE OF OFFICERS, BUT ANY ACTIVE MEMBER MAY CONTEST THE NOMINEE FOR A POSITION BY SUBMITTING A PETITION FOR A CONTESTED ELECTION SIGNED BY 40 ACTIVE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B ACTIVE MEMBERS APPROVE CHANGES TO CLASSES OF MEMBERSHIP AND ELECT OFFICERS AND DIRECTORS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B ANNUALLY, THE COMPLETED 990 FORM IS SENT BY EMAIL TO ALL OFFICERS AND DIRECTORS OF THE ORGANIZATION FOR REVIEW AND IS FORMALLY APPROVED BY THE BOARD DURING ITS NEXT REGULARLY SCHEDULED MEETING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL OFFICERS AND DIRECTORS SIGN A CONFLICT-OF-INTEREST POLICY; CARE AND ATTENTION TO POTENTIAL CONFLICTS IS MONITORED BY THE ORGANIZATION'S EXECUTIVE DIRECTOR AND ITS OFFICERS. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY, THE BOARD OF DIRECTORS MEETS IN EXECUTIVE SESSION TO REVIEW THE EXECUTIVE DIRECTOR'S COMPENSATION. RESEARCH IS ALSO CONDUCTED TO DETERMINE APPROPRIATE SALARY LEVEL. THERE ARE NO OTHER OFFICERS OR KEY EMPLOYEES WHO RECEIVE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.