2024-05-08T12:48:33-05:00 2023-06-30 310800053 CLARK SCHAEFER HACKETT & CO 4449 EASTON WAY SUITE 400 COLUMBUS OH 43219 990 2022-07-01 262052191 CLEVELAND METROPOLITAN BAR ASSOCIATION CLEV 2166963525 1375 E 9TH ST 2ND FL CLEVELAND OH 44114 REBECCA RUPPERT MCMAHON CEO 2166963525 2024-05-07 1 REBECCA RUPPERT MCMAHON 999009999 0 JANE E PFEIFER P00014949 6148852208 2024-05-07 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z REBECCA RUPPERT MCMAHON 1375 E 9TH ST 2ND FL CLEVELAND OH 44114 3225634 0 X WWW.CLEMETROBAR.ORG X 2008 OH TO PROMOTE THE RULE OF LAW AND THE LEGAL PROFESSION BY SUPPORTING, EMPOWERING AND CELEBRATING OUR MEMBERS AND THE COMMUNITY. 32 32 34 531 174609 8006 72039 13470 2230429 2028770 278 9025 441591 846654 2744337 2897919 0 0 0 0 1523409 1453554 0 0 0 1158694 1346843 2682103 2800397 62234 97522 1930816 2469567 1157353 1598582 773463 870985 X SEE SCHEDULE O. 0 0 COMMITTEES: CMBA ASSISTS THE SUPREME COURT OF OHIO IN THE ADMINISTRATION OF THE LEGAL PROFESSION THROUGH THE WORK OF SEVERAL MEMBER COMMITTEES: THE CERTIFIED GRIEVANCE COMMITTEE INVESTIGATED NEARLY 200 ALLEGATIONS OF ETHICAL MISCONDUCT BY LAWYERS; THE BAR ADMISSIONS COMMITTEE CONDUCTED 250 CHARACTER AND FITNESS INTERVIEWS OF BAR APPLICANTS; AND THE UNAUTHORIZED PRACTICE OF LAW COMMITTEE INVESTIGATED ALLEGATIONS OF NON-LAWYERS PRACTICING LAW. EVENTS & PROGRAMS: CMBA HOSTS A VARIETY OF ANNUAL EVENTS AND PROGRAMS FOR THE BENEFIT OF ITS 4700 MEMBERS. EVENTS INCLUDE A SUMMERTIME ANNUAL MEETING, GOLF OUTING, BENCH-BAR MEMORIAL PROGRAM AND A NEW LAWYERS RECEPTION. CMBA ALSO OPERATES 15 CIVICS EDUCATION, PRO BONO AND WORKFORCE DEVELOPMENT PROGRAMS DESIGNED TO PROMOTE THE RULE OF LAW, INCREASE ACCESS TO JUSTICE AND ADVANCE THE NEXT GENERATION OF LEGAL PROFESSIONALS. CONTINUING LEGAL EDUCATION: CMBA ANNUALLY HOSTS APPROXIMATELY 150 CONTINUING LEGAL EDUCATION PROGRAMS, BOTH IN-PERSON AND VIRTUALLY. PROGRAMS ARE ALSO MADE AVAILABLE THROUGH AN ON-DEMAND PLATFORM. MORE THAN 10,000 INDIVIDUALS ATTENDED CMBA PROGRAMS IN THE 2022-23 FISCAL YEAR. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 13 0 1 34 1 1 1 0 0 0 1 1 0 0 0 X 32 32 0 0 0 0 1 1 1 1 0 0 0 0 1 1 1 1 0 1 0 1 1 X REBECCA RUPPERT MCMAHON 2166963525 1375 E 9TH ST 2ND FL CLEVELAND OH 44114 REBECCA RUPPERT MCMAHON SECRETARY & CEO 38.00 2.00 X 194484 0 36155 DAVID MECHENBIER CFO 38.00 2.00 X 114635 0 25960 ROSALINA FINI IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 ADRIAN THOMPSON PRESIDENT 1.00 1.00 X X 0 0 0 HON JOHN RUSSO PRESIDENT-ELECT 1.00 1.00 X X 0 0 0 JENNIFER HIMMELEIN VICE PRESIDENT 1.00 X X 0 0 0 AWATEF ASSAD VP OF DIVERSITY & INCLUSION 1.00 X X 0 0 0 DR TAMI BOLDER TREASURER 1.00 X X 0 0 0 ALLISON SMITH NEWSOME DIRECTOR 1.00 X 0 0 0 BRAD WOLFE DIRECTOR 1.00 X 0 0 0 BRUCE HENNES DIRECTOR 1.00 X 0 0 0 CARLA TRICARICHI DIRECTOR 1.00 X 0 0 0 CAROLYN BROERING-JACOBS DIRECTOR 1.00 X 0 0 0 DAVID VALENT DIRECTOR 1.00 X 0 0 0 DENNIS MEDICA DIRECTOR 1.00 X 0 0 0 E MARK YOUNG DIRECTOR 1.00 X 0 0 0 HON JOAN SYNENBERG DIRECTOR 1.00 X 0 0 0 HON SHERRIE MIDAY DIRECTOR (TERMED 11/22) 1.00 X 0 0 0 INDIA PIERCE LEE DIRECTOR 1.00 X 0 0 0 JOHN MITCHELL DIRECTOR 1.00 X 0 0 0 JOHN SLAGTER DIRECTOR 1.00 X 0 0 0 JOSEPH SIMMS DIRECTOR 1.00 X 0 0 0 KATHRYN HALL DIRECTOR 1.00 X 0 0 0 KHALILAH LAWSON DIRECTOR 1.00 X 0 0 0 KYLEIGH WEINFURTNER DIRECTOR 1.00 X 0 0 0 LARRY ZUKERMAN DIRECTOR 1.00 1.00 X 0 0 0 LEE FISHER DIRECTOR (TERMED 12/22) 1.00 X 0 0 0 MAG KIRA SANDRA KRIVOSH DIRECTOR 1.00 X 0 0 0 MELANIE SHAKARIAN DIRECTOR 1.00 X 0 0 0 NICHOLAS DICELLO DIRECTOR 1.00 X 0 0 0 RENUKA RAMAN DIRECTOR 1.00 X 0 0 0 ROBIN WILSON DIRECTOR 1.00 X 0 0 0 ROSE MARIE FIORE DIRECTOR 1.00 X 0 0 0 SARAH MCFARLANE POLLY DIRECTOR 1.00 X 0 0 0 SUSAN EVANS DIRECTOR 1.00 X 0 0 0 VINCENT SCEBBI DIRECTOR 1.00 X 0 0 0 309119 0 62115 2 0 1 0 OPTIMA 1375 LLC PO BOX 603680 CHARLOTTE NC 28260 BUILDING RENT & UTILITIES 317334 1 13470 13470 MEMBERSHIP DUES 541100 1067100 1067100 SEMINARS 541100 521230 521230 PUBLICATIONS 541800 263235 263235 LAWYER REFERRAL SERVIC 541100 114294 114294 PROGRAM INCOME 541100 43725 43725 19186 19186 2028770 9025 9025 208290 294256 -85966 -85966 -85966 26250 13470 33459 -7209 -7209 REIMBURSEMENT INCOME 541100 501994 501994 MISCELLANEOUS 900099 305716 305716 OHIO NOTARY 541100 132119 134779 -2660 939829 2897919 2402308 174609 307532 371234 1001038 33312 47970 10053 42875 78883 160024 148191 231732 7804 1062 90990 10224 COMMUNITY PROGRAMS 158906 MEALS 121942 PRINTING / COPYING 99677 SPEAKERS & AWARDS 25484 158996 2800397 250 250 1243896 1315777 267777 331538 66159 71696 942034 753419 231555 188615 14213 14213 400 400 106566 93821 0 453257 1930816 2469567 305304 328286 806760 716583 37207 27256 8082 526457 1157353 1598582 X 773463 870985 773463 870985 1930816 2469567 97522 0 X X 0 1 X 1 0 0 0 0 1067100 10053 15975 26028 32013 -5985 301186 271046 30140 617548 469723 147825 23300 12650 10650 188615 OPERATING RIGHT-OF-USE ASSET 453257 453257 INTERCOMPANY PAYABLE 20928 FINANCE LEASE 46749 OPERATING LEASE 458780 526457 GOLF OUTING 39720 13470 26250 15107 18352 39720 13470 26250 15107 18352 33459 -7209 X X 0 0 0 REBECCA RUPPERT MCMAHON SECRETARY & CEO 194484 0 0 0 0 0 19053 0 17102 0 230639 0 0 0 FORM 990, PART III, LINE 1: TO PROMOTE THE RULE OF LAW AND THE LEGAL PROFESSION BY SUPPORTING, EMPOWERING AND CELEBRATING OUR MEMBERS AND THE COMMUNITY. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE CLEVELAND METROPOLITAN BAR ASSOCIATION INCLUDE REGULAR MEMBERS, RETIRED MEMBERS, HONORARY MEMBERS, LAW STUDENT MEMBERS AND AFFILIATE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A ANNUALLY, FOLLOWING AN OPEN CALL FOR CANDIDATES AND AN INTERVIEW PROCESS, THE NOMINATING COMMITTEE ISSUES A REPORT RECOMMENDING THE APPOINTMENT OF CANDIDATES FOR SIX OPEN BOARD SEATS. THE REPORT IS CIRCULATED TO ALL CMBA MEMBERS VIA EMAIL OR OTHER MEANS. CANDIDATES WHO ARE NOT RECOMMENDED BY THE NOMINATING COMMITTEE HAVE 7 DAYS TO CHALLENGE THE NOMINATING COMMITTEE'S RECOMMENDATION BY SUBMITTING A PETITION CHALLENGING THE RECOMMENDED CANDIDATES. THE PETITION MUST BE SUPPORTED BY THE SIGNATURES OF 15 MEMBERS OF THE CMBA. UPON RECEIPT OF A TIMELY PETITION, AN ELECTION SHALL BE CONDUCTED. ALL PETITIONING CANDIDATES AND ALL NOMINATING COMMITTEE RECOMMENDED CANDIDATES SHALL BE LISTED ON THE BALLOT UNLESS A CANDIDATE WITHDRAWS HIS/HER NAME FROM CONSIDERATION. ALL CMBA MEMBERS SHALL HAVE 7 DAYS TO VOTE BY MAIL, EMAIL OR OTHER MEANS APPROVED BY THE BOARD OF DIRECTORS. CANDIDATES RECEIVING THE MOST VOTES IN THE ELECTION SHALL FILL THE OPEN SEATS. A RUNOFF ELECTION SHALL BE HELD WITHIN 7 DAYS IN ANY RACE THAT RESULTS IN A TIE. FORM 990, PART VI, SECTION A, LINE 7B THE CODE OF REGULATIONS MAY BE AMENDED BY THE AFFIRMATIVE VOTE OF A MAJORITY OF THE MEMBERS VOTING AT A MEETING, IF THE BOARD OF DIRECTORS ELECTS TO ADDRESS SUCH MATTER AT A MEETING, OR BY THE AFFIRMATIVE VOTE OF A MAJORITY OF THE MEMBERS VOTING BY MAIL, EMAIL OR OTHER MEANS APPROVED BY THE BOARD OF DIRECTORS; PROVIDED HOWEVER, THAT IN EITHER EVENT THE TEXT OF ANY SUCH PROPOSED AMENDMENT SHALL BE SENT TO THE MEMBERSHIP AT LEAST THIRTY DAYS PRECEDING THE DATE OF THE PROPOSED VOTE ON SUCH AMENDMENT. FORM 990, PART VI, SECTION A, LINE 8B THE BOARD'S MINUTES AND ACTIONS ARE REVIEWED AND APPROVED EACH MONTH. THE EXECUTIVE COMMITTEE'S ACTIONS ARE REPORTED AT BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM IS REVIEWED BY THE CMBA FISCAL POLICY COMMITTEE, CHIEF FINANCIAL OFFICER, THE CHIEF EXECUTIVE OFFICER AND THE CMBA TREASURER PRIOR TO FILING. THE CHIEF EXECUTIVE SIGNS THE FORM. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SIGN A FORM ANNUALLY DISCLOSING ANY INTEREST WHICH MIGHT GIVE RISE TO CONFLICTS. STAFF AND THE GOVERNANCE COMMITTEE REVIEW ALL FORMS ANNUALLY. THE GOVERNANCE COMMITTEE PROVIDES AN ANNUAL OVERVIEW OF THE CONFLICTS POLICY FOR THE BOARD AND PROMOTES A CULTURE OF OPEN DISCUSSION/CANDOR AMONG THE BOARD MEMBERS ABOUT THE POTENTIAL FOR CONFLICTS AND WHAT TO DO IF THERE IS A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD'S COMPENSATION COMMITTEE DETERMINES THE CHIEF EXECUTIVE'S COMPENSATION ON AN ANNUAL BASIS AND IT IS APPROVED BY THE EXECUTIVE COMMITTEE AND BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CLEVELAND METROPOLITAN BAR FOUNDATION 1375 E 9TH ST SECOND FLOOR CLEVELAND OH 44114 341671726 SUPPORT LAW OH 501(C)(3) LINE 12A, I CLEVELAND METROPOLITAN BAR ASSOCIATION 1 CLEVELAND BAR INSURANCE AGENCY INC 1375 E 9TH ST SECOND FLOOR CLEVELAND OH 44114 341830669 INSURANCE SALES OH N/A C 5194 15173 0.98000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 CLEVELAND METROPOLITAN BAR FOUNDATION O 227225 FMV CLEVELAND METROPOLITAN BAR FOUNDATION Q 50000 FMV