2024-05-09T08:51:18-05:00 2023-06-30 310800053 CLARK SCHAEFER HACKETT & CO 4449 EASTON WAY SUITE 400 COLUMBUS OH 43219 990 2022-07-01 341671726 CLEVELAND METROPOLITAN BAR FOUNDATION CLEV 2166963525 1375 EAST 9TH STREET FLOOR 2 CLEVELAND OH 44114 REBECCA RUPPERT MCMAHON SECRETARY & CEO 2166963525 2024-05-09 1 REBECCA RUPPERT MCMAHON 999009999 0 JANE E PFEIFER P00014949 6148852208 2024-05-09 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z REBECCA RUPPERT MCMAHON 1375 EAST 9TH STREET FLOOR 2 CLEVELAND OH 44114 1063864 0 X HTTPS://WWW.CLEMETROBAR.ORG X 1990 OH TO SUPPORT PRO-BONO LEGAL ASSISTANCE, PUBLIC LAW RELATED EDUCATION AND (SEE SCHEDULE O) 34 34 0 531 0 0 235471 756883 0 0 60156 223080 -47322 -95510 248305 884453 0 0 0 0 0 87694 50000 53000 180014 249301 310864 299301 451558 -50996 432895 3590053 4251844 9947 166058 3580106 4085786 X SEE SCHEDULE O 0 0 24769 THE 3RS PROGRAM AIMS TO IMPROVE THE UNDERSTANDING OF THE U.S. CONSTITUTION AND OUR JUSTICE SYSTEM THROUGH A UNIQUE CURRICULUM ADDRESSING CONCEPTS APPEARING IN END-OF-YEAR TESTS FOR GOVERNMENT CLASS STUDENTS. IT ALSO HELPS STUDENTS UNDERSTAND THE VITAL IMPORTANCE OF GRADUATION, HIGHER EDUCATION, AND DEVELOPING A PLAN FOR THEIR LIVES FOLLOWING HIGH SCHOOL. 860 STUDENTS WERE SERVED IN THE HYBRID FORMAT. 192 VOLUNTEER LAWYERS, JUDGES, AND LAW STUDENTS TOOK PART IN TEACHING AND MENTORING ACTIVITIES. 33510 THE LOUIS STOKES SCHOLARS PROGRAM IS A WORKFORCE DEVELOPMENT PROGRAM THAT OFFERS AN AMAZING OPPORTUNITY FOR COLLEGE STUDENTS WHO ARE INTERESTED IN LEARNING MORE ABOUT THE LAW AND LEGAL CAREERS. THIS SUMMER PROGRAM IS HANDS-ON AND INTERACTIVE, PROVIDING PARTICIPANTS WITH STIPEND PAID INTERNSHIPS, GROUP LEARNING EXPERIENCES AND SEMINARS FOR PERSONAL DEVELOPMENT AND PROFESSIONAL SKILL BUILDING, MENTORS, TIPS AND RESOURCES FOR HOW TO BE SUCCESSFUL IN COLLEGE, AND AN INTRODUCTION TO LAW SCHOOL FROM THE LSAT (LAW SCHOOL ADMISSIONS TEST) TO ADMISSIONS TO FINANCIAL AID AND CURRICULUM. 28941 THE COUNCIL ON CONSCIOUS INCLUSION (CCI) SIGNIFIES A DEDICATED EFFORT TO INTEGRATE CONSCIOUS INCLUSION INTO EVERY FACET OF THE CMBA'S OPERATION, EFFECTIVELY REPLACING THE PRIOR "INCLUSION & DIVERSITY COMMITTEE." BY BRINGING TOGETHER LEADERS FROM VARIOUS GROUPS FOCUSED ON DEI, LEGAL EDUCATION, AND SYSTEMIC REFORM, CCI CHAMPIONS A COMPREHENSIVE APPROACH TO DIVERSITY, EQUITY, AND INCLUSION. 97264 LAW DAY, CLEVELAND HOMELESS LEGAL ASSISTANCE, REACH OUT FOR NON-PROFITS, SUMMER LEGAL ADVENTURE, TLC AT CMSD, VOLUNTEER LAWYERS FOR ART, AND JUSTICE FOR ALL. 97264 184484 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 17 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 34 34 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 X REBECCA RUPPERT MCMAHON 2166963525 1375 EAST 9TH STREET FLOOR 2 CLEVELAND OH 44114 LEE ANN O'BRIEN IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 LARRY ZUKERMAN PRESIDENT 1.00 1.00 X X 0 0 0 MEREDITH SHOOP PRESIDENT-ELECT 1.00 X X 0 0 0 PAUL CAPKA VICE PRESIDENT OF FINANCE 1.00 X X 0 0 0 ADRIAN THOMPSON DIRECTOR 1.00 1.00 X 0 0 0 ASHLEY JONES DIRECTOR 1.00 X 0 0 0 BRENT SHELLEY DIRECTOR 1.00 X 0 0 0 CASSANDRA HADDOCK DIRECTOR 1.00 X 0 0 0 EDWARD CHYUN DIRECTOR 1.00 X 0 0 0 ERIC LEVASSEUR DIRECTOR 1.00 X 0 0 0 FRANK WARDEGA DIRECTOR 1.00 X 0 0 0 HON JOHN RUSSO DIRECTOR 1.00 1.00 X 0 0 0 JAMES YOUNG DIRECTOR 1.00 X 0 0 0 JEFFREY LAUDERDALE DIRECTOR 1.00 X 0 0 0 KARL BEKENY DIRECTOR 1.00 X 0 0 0 KELLY ALBIN DIRECTOR 1.00 X 0 0 0 KENNETH LUCHESI DIRECTOR 1.00 X 0 0 0 LAWRENCE ACTON DIRECTOR 1.00 X 0 0 0 LORENA SHEETS DIRECTOR 1.00 X 0 0 0 LOUISE DEMPSEY DIRECTOR 1.00 X 0 0 0 MAJEED MAKHLOUF DIRECTOR 1.00 X 0 0 0 MARGARET JORDAN DIRECTOR 1.00 X 0 0 0 MATTHEW KUCHARSON DIRECTOR 1.00 X 0 0 0 MICHAEL TUCKER DIRECTOR 1.00 X 0 0 0 MIRA AFTIM DIRECTOR 1.00 X 0 0 0 MORGAN HELGREEN DIRECTOR 1.00 X 0 0 0 RACHAEL MAUK DIRECTOR 1.00 X 0 0 0 RICHARD ZEIGER DIRECTOR 1.00 X 0 0 0 SCOTT LEWIS DIRECTOR 1.00 X 0 0 0 SONALI WILSON DIRECTOR 1.00 X 0 0 0 STEVEN DAY DIRECTOR 1.00 X 0 0 0 STUART SCOTT DIRECTOR 1.00 X 0 0 0 TERA COLEMAN DIRECTOR 1.00 X 0 0 0 THOMAS HAREN DIRECTOR 1.00 X 0 0 0 REBECCA RUPPERT MCMAHON SECRETARY & CEO 2.00 38.00 X 0 194484 36155 DAVID MECHENBIER CFO 2.00 38.00 X 0 114635 25960 0 309119 62115 0 0 1 0 0 160105 596778 756883 66687 66687 197763 41370 156393 156393 156393 42531 160105 138041 -95510 -95510 884453 0 0 127570 87694 87694 53000 53000 21265 21265 54583 54583 6115 6115 AGGREGATED PROGRAMS 123552 92927 30625 LOUIS STOKES SCHOLARS 33510 33510 3R'S PROGRAM 24769 24769 OHIO MOCK TRIAL 19654 19654 27416 13624 5097 8695 451558 184484 87060 180014 226286 416780 600731 928047 25322 85208 6040 2834 2731674 2818975 3590053 4251844 5737 162752 4210 3306 9947 166058 X 577716 440358 3002390 3645428 3580106 4085786 3590053 4251844 432895 72785 0 X X 0 1 X 1 0 X X 1 CLEVELAND METROPOLITAN BAR ASSOCIATION 262052191 10 1 0 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 2: THE FOUNDATION SUPPORTS CLEVELAND METROPOLITAN BAR ASSOCIATION, A TRADE ASSOCIATION THAT IS TAX-EXEMPT UNDER CODE SECTION 501(C)(6). SINCE THE ASSOCIATION IS NOT A SECTION 501(C)(3) ORGANIZATION, IT DOES NOT HAVE A DETERMINATION LETTER FROM THE IRS ABOUT ITS PUBLIC CHARITY STATUS UNDER SECTIONS 509(A)(1) OR (A)(2). HOWEVER, THE ASSOCIATION ANNUALLY PERFORMS THE PUBLIC SUPPORT TEST UNDER SECTION 509(A)(2) AND INFORMS THE FOUNDATION THAT IS HAS PASSED THE TESTS UNDER THAT CODE SECTION. PART IV, SECTION A, LINE 3B: AS STATED ABOVE, CLEVELAND METROPOLITAN BAR ASSOCIATION, THE SUPPORTED ORGANIZATION, ANNUALLY PERFORMS THE PUBLIC SUPPORT TESTS UNDER SECTION 509(A)(2) AND INFORMS THE FOUNDATION THAT IT HAS PASSED THE TEST. PART IV, SECTION A, LINE 3C: THE FOUNDATION AND CLEVELAND METROPOLITAN BAR ASSOCIATION SHARE EMPLOYEES AND MANY ADMINISTRATIVE FUNCTIONS INCLUDING ACCOUNTING SERVICES. BECAUSE OF THIS CLOSE CONNECTION BETWEEN THE 2 ORGANIZATIONS, THE FOUNDATION KNOWS ITS SUPPORT IS USED EXCLUSIVELY FOR SECTION 170(C)(2)(B) PURPOSES. ADDITIONALLY, THE SECRETARY OF THE ASSOCIATION ALSO SERVES AS THE SECRETARY OF THE FOUNDATION, THEREBY PROVIDING ADDITIONAL OVERSIGHT. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2865983 5000 -306842 115000 2449141 3307772 40000 -425807 55982 2865983 2698665 77550 636012 104455 3307772 2508292 71573 209539 90739 2698665 2472304 35988 2508292 0.19099 0.80901 0.00000 0 0 0 PART V, LINE 4: INCOME FROM ENDOWMENTS IS UNRESTRICTED, BUT IS INTENDED TO SUPPORT CMBA PROGRAMS. 1 LIGHTHOUSE COUNSEL INC 381 RIVERSIDE DR STE 190 FRANKLIN TN 37064 SEE PART IV FOR DETAILS 0 0 27000 -27000 GRANTS PLUS LLC 1422 EUCLID AVE STE 650 CLEVELAND OH 44115 SEE PART IV FOR DETAILS 0 0 26000 -26000 53000 -53000 ROCK THE BAR 145000 115575 29425 30420 57927 9090 25973 HALLOWEEN RUN 57636 44530 13106 965 13666 202636 160105 42531 30420 57927 10055 39639 138041 -95510 SCHEDULE G, PART I, LINE 2B(II): PLANNING, MANAGEMENT AND PREPARATION OF MATERIALS ALONG WITH CONSULTING AND ADVICE ON FUTURE SOLICITATIONS. 0 0 0 0 0 0 0 0 0 REBECCA RUPPERT MCMAHON SECRETARY & CEO 0 194484 0 0 0 0 0 19053 0 17102 0 230639 0 0 FORM 990, PART I, LINE 1: PUBLIC SERVICE PROGRAMS AIMED AT ACHIEVING JUSTICE FOR ALL IN THE COMMUNITY OF GREATER CLEVELAND. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER, THE SECRETARY, AND THE FINANCE COMMITTEE PRIOR TO FILING. THE SECRETARY 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 & NOMINATING COMMITTEE REVIEW ALL FORMS ANNUALLY. THE GOVERNANCE & NOMINATING COMMITTEE PROVIDES AN ANNUAL OVERVIEW OF THE CONFLICTS POLICY FOR THE BOARD AND PROMOTES THE 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 C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. IT DOES NOT MAKE ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. IT HAS A CONFLICT OF INTEREST POLICY. FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CLEVELAND METROPOLITAN BAR ASSOCIATION 1375 E 9TH STREET 2ND FLOOR CLEVELAND OH 44114 262052191 ASSOCIATION OH 501(C)(6) N/A N/A 0 CLEVELAND BAR INSURANCE AGENCY INC 1375 E 9TH STREET 2ND FLOOR CLEVELAND OH 44114 341830669 INSURANCE SALES OH N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 CLEVELAND METROPOLITAN BAR ASSOCIATION O 227225 FMV CLEVELAND METROPOLITAN BAR ASSOCIATION P 50000 FMV