2024-11-14T14:12:44-06:00 2024-06-30 161092347 MENGEL METZGER BARR & CO LLP 100 CHESTNUT STREET SUITE 1200 ROCHESTER NY 14604 990 2023-07-01 160834505 MONROE COUNTY BAR ASSOCIATION MONR 5855461817 255 EAST AVENUE 305 ROCHESTER NY 14604 PAUL LECLAIR ESQ TREASURER 5855461817 2024-11-15 1 1 JACQUELINE B LEE CPA P00842765 5854231860 2024-11-14 2023 2024-10-15 13:58:12Z CASSANDRA RICH ESQ 255 EAST AVENUE 305 ROCHESTER NY 14604 795127 0 X WWW.MCBA.ORG X 1892 NY TO IMPROVE THE QUALITY AND ACCESSIBILITY OF JUSTICE; PROMOTE RESPECT FOR AND UNDERSTANDING OF THE LAW; ENHANCE PROFESSIONAL GROWTH; PROMOTE FULFILLMENT, EXCELLENCE, COLLEGIALITY AND DIVERSITY AMONG ITS MEMBERS; AND SERVE AS THE VOICE OF THE PROFESSION. 20 20 6 27 27897 0 37200 28250 673255 683585 11481 28082 -23747 -11216 698189 728701 0 0 0 0 479639 505791 0 0 0 233422 208699 713061 714490 -14872 14211 1376409 1317495 608078 502097 768331 815398 TO IMPROVE THE QUALITY AND ACCESSIBILITY OF JUSTICE; PROMOTE RESPECT FOR AND UNDERSTANDING OF THE LAW; ENHANCE PROFESSIONAL GROWTH; PROMOTE FULFILLMENT, EXCELLENCE, COLLEGIALITY AND DIVERSITY AMONG ITS MEMBERS; AND SERVE AS THE VOICE OF THE PROFESSION. 0 0 ATTORNEY DIRECTORY - THE BAR PRODUCES AN ATTORNEY DIRECTORY OF ALL ATTORNEYS WITHIN THE DISTRICT FOR SALE TO MEMBERS AND NON-MEMBERS. THIS IS A RESOURCE OF INFORMATION THAT BENEFITS THE LEGAL PROFESSION AS A WHOLE. APPROXIMATELY 965 CLIENTS WERE SERVED. LAWYER REFERRAL SERVICE - ASSISTS PUBLIC BY ACTING AS A LIAISON BETWEEN THE PUBLIC AND ATTORNEY, FINDS A SUITABLE ATTORNEY FOR THE INDIVIDUAL'S SITUATION, PROVIDES ATTORNEY CONTACT INFORMATION TO THE INDIVIDUAL, AND NOTIFIES THE ATTORNEY. 1,307 CLIENTS SERVED. COMMITTEES - APPROXIMATELY TWO DOZEN COMMITTEES FOCUS ON VARIETY OF LEGAL AREAS/ISSUES. 0 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 1 1 0 6 1 1 1 0 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X KATHY FICO 5855461817 255 EAST AVENUE NO 305 ROCHESTER NY 14604 LAURA SMALLEY ESQ TREASURER - RESIGNED DURING YEAR 1.00 1.00 X X 0 0 0 BRADLEY KAMMHOLZ ESQ IMMEDIATE PAST PRESIDENT - RESIGNED DURING YEAR 1.00 1.00 X X 0 0 0 SIDDHARTH BAHL ESQ TRUSTEE - RESIGNED DURING YEAR 1.00 X 0 0 0 NICOLE BLACK ESQ TRUSTEE - RESIGNED DURING YEAR 1.00 X 0 0 0 MEREDITH LAMB ESQ TRUSTEE - RESIGNED DURING YEAR 1.00 X 0 0 0 LANGSTON MCFADDEN ESQ IMMEDIATE PAST PRESIDENT 1.00 1.00 X X 0 0 0 JENNIFER SCHAUERMAN ESQ TRUSTEE - RESIGNED DURING YEAR 1.00 X 0 0 0 CHRISTIN CORNETTA ESQ TRUSTEE 1.00 X 0 0 0 SANJEV DEVABHAKTUNU ESQ TRUSTEE 1.00 X 0 0 0 NINTERETSE JEAN PIERRE ESQ TRUSTEE 1.00 X 0 0 0 KATERINA KRAMARCHYK ESQ TRUSTEE - RESIGNED DURING YEAR 1.00 X 0 0 0 ADRIAN NEIL ESQ TRUSTEE 1.00 X 0 0 0 HON CHARLES SCHIANO TRUSTEE 1.00 X 0 0 0 DAVID TENNANT ESQ TRUSTEE 1.00 X 0 0 0 CASSANDRA RICH ESQ PRESIDENT 2.00 2.00 X X 0 0 0 SAREER FAZILI ESQ PRESIDENT ELECT 2.00 2.00 X X 0 0 0 MARITZA BUITRAGO ESQ TRUSTEE 1.00 X 0 0 0 HON MAIJA DIXON ESQ TRUSTEE 1.00 X 0 0 0 RITA NISCHAL ESQ TRUSTEE 1.00 X 0 0 0 DANIELLE WILD ESQ TRUSTEE 1.00 X 0 0 0 PAUL LECLAIR ESQ TREASURER - JOINED DURING YEAR 1.00 1.00 X X 0 0 0 JESSICA CLEMENTE ESQ TRUSTEE - JOINED DURING YEAR 1.00 X 0 0 0 JAMES HINMAN ESQ TRUSTEE - JOINED DURING YEAR 1.00 X 0 0 0 MAURA MCGUIRE ESQ TRUSTEE - JOINED DURING YEAR 1.00 X 0 0 0 BRIAN CUMMINGS ESQ TRUSTEE - JOINED DURING YEAR 1.00 X 0 0 0 KELLY GUSMANO ESQ TRUSTEE - JOINED DURING YEAR 1.00 X 0 0 0 ERIN ELMOUJI ESQ SECRETARY - JOINED DURING YEAR 1.00 X X 0 0 0 KEVIN F RYAN ESQ EXECUTIVE DIRECTOR 30.00 26.00 X 127670 0 18622 127670 0 18622 1 0 0 0 0 28250 28250 MEMBERSHIP DUES 541900 296950 296950 ADMINISTRATION 541900 219505 213230 6275 LAWYER REFERRAL SERVIC 541100 82530 82530 ATTORNEY DIRECTORY 541100 44103 37356 6747 COMMITTEES 541100 25177 25177 15320 445 14875 683585 13073 13073 58999 43990 15009 15009 15009 11220 28250 22436 -11216 -11216 728701 655688 27897 16866 136616 316569 7051 10526 35029 12000 3144 3714 10111 39260 58952 6413 16142 7605 TAXES AND FEES 196 ATTORNEY DIRECTORY 16414 MEMBERSHIP DEVELOPMENT 11127 BAR CENTER OPERATIONS 7200 16421 714490 212389 98570 2193 1646 5009 18093 13484 21531 138623 115561 34479 23062 261154 294094 239819 265221 607882 595278 1376409 1317495 42980 35514 199262 138019 365836 328564 608078 502097 X 767206 814148 1125 1250 768331 815398 1376409 1317495 14211 32856 0 X X 1 X 0 1 0 17906 4973 12933 120717 110588 10129 23062 274.00 ISHARES CORE S&P 500 ETF 149941 F 1,600.00 VANGUARD TOTAL BOND MARKET ETF 115280 F 265221 DUE FROM RELATED PARTY, NET 266824 RIGHT-OF-USE ASSETS 328454 595278 OPERATING LEASE LIABILITIES 321525 FINANCE LEASE LIABILITIES 7039 328564 X 783993 32856 22436 55292 728701 0 728701 736926 22436 22436 714490 0 714490 PART X, LINE 2: 501(C)(6) OF THE INTERNAL REVENUE CODE. THE CENTER FOR EDUCATION AND THE FOUNDATION ARE NOT-FOR-PROFIT CORPORATIONS EXEMPT FROM INCOME TAXES AS ORGANIZATIONS QUALIFIED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE CENTER FOR EDUCATION AND THE FOUNDATION HAVE ALSO BEEN CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS ENTITIES THAT ARE NOT PRIVATE FOUNDATIONS. THE BAR, CENTER FOR EDUCATION, AND FOUNDATION FILE TAX RETURNS IN VARIOUS JURISDICTIONS AND ARE SUBJECT TO POTENTIAL EXAMINATION BY TAXING AUTHORITIES. THEIR CURRENT AND PRIOR THREE YEARS TAX RETURNS REMAIN SUBJECT TO REVIEW BY TAXING AUTHORITIES. MANAGEMENT BELIEVES IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT HAS NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE ASSOCIATION PAID APPROXIMATELY $117 IN INCOME TAX ON UNRELATED BUSINESS INCOME DURING THE YEAR ENDED JUNE 30, 2024. THE ASSOCIATION DID NOT MAKE ANY INCOME TAX PAYMENTS ON UNRELATED BUSINESS INCOME FOR THE YEAR ENDED JUNE 30, 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 22,436. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 22,436. HOLIDAY PARTY 19385 13250 6135 9962 666 LAW DAY 10760 7250 3510 5120 529 1 7750 7750 3123 37895 28250 9645 15082 3123 1195 19400 -9755 THE MONROE COUNTY BAR CENTER FOR EDUCATION CORPORATE MEMBER OF THE MONROE COUNTY BAR CENTER FOR EDUCATION 150000 MANAGEMENT FEES FOR SERVICES PROVIDED TO THE MONROE COUNTY BAR CENTER FOR EDUCATION. 0 FOUNDATION OF THE MONROE COUNTY BAR ORGANIZATION CONTROLLED BY MONROE COUNTY BAR ASSOCIATION 42500 MANAGEMENT FEES 0 FORM 990, PART VI, SECTION A, LINE 6 THE MONROE COUNTY BAR ASSOCIATION HAS REGULAR MEMBERS AND AFFILIATE MEMBERS WHO PAY DUES AS REQUIRED BY THE ASSOCIATION, AS DETERMINED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7A ONLY REGULAR MEMBERS CAN VOTE TO ELECT THE BOARD OF TRUSTEES OR SERVE AS AN ELECTED OFFICER OR TRUSTEE OF THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7B THE MONROE COUNTY BAR ASSOCIATION REQUIRES APPROVAL OF ITS MEMBERS TO AMEND ITS CERTIFICATE OF INCORPORATION, MERGE OR CONSOLIDATE, DISSOLVE, AND/OR SELL OF ALL OR SUBSTANTIALLY ALL OF THE CORPORATION'S ASSETS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS GIVEN TO THE TREASURER, EXECUTIVE DIRECTOR AND BUSINESS MANAGER FOR REVIEW AND APPROVAL. THE RETURNS ARE THEN REVIEWED BY THE FINANCE COMMITTEE AND AUDIT COMMITTEE AND THEN DISTRIBUTED TO THE FULL BOARD OF TRUSTEES PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES REVIEWS AND CONDUCTS FOLLOW-UP ON ANY CONFLICTS WHICH MAY ARISE. FORM 990, PART VI, SECTION B, LINE 15A AN EXECUTIVE SESSION IS HELD WHEREBY THE CONFERENCE OF METROPOLITAN OF BAR ASSOCIATION'S EXECUTIVE COMPENSATION SURVEY RESULTS ARE REVIEWED. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII THE AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OR REVIEW. THIS IS THE SAME PROCESS AS IN THE PRIOR YEAR. FOUNDATION OF THE MONROE COUNTY BAR 255 EAST AVENUE SUITE 305 ROCHESTER NY 14604 166073110 TO IMPROVE THE ADMINISTRATION OF JUSTICE NY 501(C)(3) LINE 10 MONROE COUNTY BAR ASSOCIATION 1 MONROE COUNTY BAR CENTER FOR EDUCATION ONE WEST MAIN STREET 10TH FLOOR ROCHESTER NY 14614 161601349 SUPPORTING AND CONDUCTING CHARITABLE EDUCATIONAL ACTIVITIES OF THE BAR NY 501(C)(3) LINE 12D, III-O MONROE COUNTY BAR ASSOCIATION 1 PRE-TRIAL SERVICES CORPORATION 255 EAST AVENUE SUITE 305 ROCHESTER NY 14604 160976225 PROVIDES INTERVENTION AND ALTERNATIVES TO DETENTION FOR PERSONS ACCUSED NY 501(C)(3) LINE 7 MONROE COUNTY BAR ASSOCIATION 1 0 0 1 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 MONROE COUNTY BAR CENTER FOR EDUCATION L 150000 FMV MONROE COUNTY BAR CENTER FOR EDUCATION D 266869 COST