2025-10-06T08:42:07-05:00 2024-12-31 821894023 RITZ & ASSOCIATES PA 3601 MINNESOTA DRIVE SUITE 510 BLOOMINGTON MN 55435 990 2024-01-01 411680234 MERITAS INC MERI 6123398680 3800 AMERICAN BLVD W SUITE 995 BLOOMINGTON MN 55431 SONA PANCHOLY PRESIDENT 6123398680 2025-10-06 1 0 CHRISTOPHER RITZ P00738631 9528971477 2025-10-06 2024 2025-03-06 01:10:19Z SONA PANCHOLY 3800 AMERICAN BLVD W SUITE 995 BLOOMINGTON MN 55431 4464463 0 X WWW.MERITAS.ORG X 1990 MN MERITAS IS A GLOBAL NETWORK OF INDEPENDENT LAW FIRMS. SEE SCHEDULE O FOR ADDITIONAL INFORMATION. 22 21 12 0 0 0 0 0 4376930 4299936 83833 136198 211143 28329 4671906 4464463 0 0 0 0 1657166 1822707 0 0 0 2815275 2452849 4472441 4275556 199465 188907 5463855 5687080 2066724 2101042 3397131 3586038 X SEE SCHEDULE O 0 0 MEMBER MEETINGS: THE PRIMARY GOAL OF MEMBER MEETINGS IS TO BUILD RELATIONSHIPS. BY DOING SO, THE ORGANIZATION ACHIEVES ITS OVERALL GOAL OF BUILDING TRUST BETWEEN ITS MEMBERS SUCH THAT LEGAL WORK CAN BE REFERRED WITH CONFIDENCE ACROSS ALL REGIONS OF THE NETWORK. A SECONDARY GOAL IS TO PROVIDE A FORUM FOR THE EDUCATION OF MEMBERS ON VARIOUS LEGAL ISSUES, MARKETING TRENDS, BUSINESS DEVELOPMENT TECHNIQUES AND FIRM MANAGEMENT. MARKETING: MARKETING AT MERITAS INCLUDES THE MERITAS WEBSITE, A FIRM MANAGEMENT CONTENT PROGRAM, TRADESHOW APPEARANCES AND SPONSORSHIPS AS WELL AS PUBLICATIONS. THE OBJECTIVE OF MARKETING IS TO CREATE AWARENESS OF THE MERITAS ORGANIZATION AMONG PROSPECTIVE CLIENTS OF MERITAS FIRMS. REGIONAL MEMBER SUPPORT: REGIONAL MEMBER SUPPORT INVOLVES THE DEVELOPMENT AND MANAGEMENT OF INITIATIVES THAT FACILITATE MEMBER ENGAGEMENT, LEADERSHIP AND PLANNING AND THE SHARING OF INFORMATION AND BEST PRACTICES. MEMBER FIRMS ARE SUPPORTED THROUGH THE PLANNING, EXECUTION AND FOLLOW-UP OF THESE REGIONAL INITIATIVES. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 1 12 1 0 0 0 0 0 0 0 0 X 22 21 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 1 0 0 0 MN X GENE YOCUM 6123398680 3800 AMERICAN BLVD W STE 995 BLOOMINGTON MN 55431 LUCA CITTON CHAIRMAN OF THE BOARD 10.00 X 90460 0 0 MICHAEL BAIER DIRECTOR 0.00 X 0 0 0 ALICIA GUTIERREZ DIRECTOR 0.00 X 0 0 0 JINARO KIBET DIRECTOR 0.00 X 0 0 0 LEONIDAS PRIETO DIRECTOR 0.00 X 0 0 0 KOWIT SOMWAIYA DIRECTOR 0.00 X 0 0 0 CAL WATSON DIRECTOR 0.00 X 0 0 0 ALBERTO ESTRELLA DIRECTOR 0.00 X 0 0 0 PETER JAARI DIRECTOR 0.00 X 0 0 0 KWADWO NTRAKWAH DIRECTOR 0.00 X 0 0 0 CRAIG PARRY DIRECTOR 0.00 X 0 0 0 FABIANA SOLANO DIRECTOR 0.00 X 0 0 0 DREW DILLWORTH DIRECTOR 0.00 X 0 0 0 ALEX DOBREV DIRECTOR 0.00 X 0 0 0 ESTHER DOMINGUEZ DIRECTOR 0.00 X 0 0 0 MATT EVANS DIRECTOR 0.00 X 0 0 0 ANDREW LAMBROS DIRECTOR 0.00 X 0 0 0 DAVID REID DIRECTOR 0.00 X 0 0 0 EMMA RICHMOND DIRECTOR 0.00 X 0 0 0 JUDITH WALLACE DIRECTOR 0.00 X 0 0 0 PHILIP WONG DIRECTOR 0.00 X 0 0 0 AMANDA ESCH DIRECTOR 0.00 X 0 0 0 SONA PANCHOLY PRESIDENT 40.00 X 283791 0 24229 KIMBERLY HEINRICH DIR OF GLOBAL MKTING 40.00 X 180448 0 27283 KIM GENDRON REGIONAL DIRECTOR 40.00 X 153891 0 6205 COREY GARVER LEGAL TECH ADVISOR 40.00 X 112750 0 15558 GENE YOCUM CONTROLLER 40.00 X 103997 0 38289 KRYSTAL DAHL COMMUNICATIONS MANAGER 40.00 X 102831 0 33671 1028168 0 145235 6 0 1 0 QUENTIN VAILE 53 NECTON ROAD WHEATHAMPSTEAD ST ALBANS HERTFORDSHIRE UK AL48AT MEMBER RELATIONS 174183 1 MEMBERSHIP DUES 3552045 3552045 MEMBERSHIP MEETING 747891 747891 4299936 136198 136198 SPONSORSHIPS 28125 28125 BENEFITS FORFEITURE 204 204 28329 4464463 4328265 0 136198 X 1173403 459879 15492 72719 101214 8211 30160 512118 103497 139627 389789 48216 227809 18926 11424 MEETINGS 705276 STRATEGIC PLANNING 160380 MEMBERSHIP SVCS RETENTI 42026 CONFERENCES/TRADESHOWS 40806 14584 4275556 446349 249753 3327417 3873995 1392354 1232353 150593 227617 472296 460069 31153 12227 115989 91135 5463855 5687080 152021 127427 1791231 1875384 123472 98231 2066724 2101042 X 3397131 3586038 3397131 3586038 5463855 5687080 188907 0 X 1 X 0 1 0 0 0 0 3552045 6802 1853 4949 86990 79712 7278 378504 378504 0 12227 CURRENT PORTION OF LONG-TERM LEASE LIABILITY 27140 LONG-TERM LEASE LIABILITY 71091 98231 NORTH AMERICA (CANADA) 0 0 PROGRAM SERVICES MARKETING & BUS. DEV. 23239 EUROPE 0 2 PROGRAM SERVICES MARKETING & BUS. DEV. 178576 CENTRAL AMERICA/CARIBBEAN 0 1 PROGRAM SERVICES MARKETING & BUS. DEV. 72423 EAST ASIA AND THE PACIFIC 0 2 PROGRAM SERVICES MARKETING & BUS. DEV. 204271 AFRICA 0 1 PROGRAM SERVICES MARKETING & BUS. DEV. 42942 0 6 0 0 0 6 521451 0 521451 0 0 0 0 0 0 X X 0 0 0 SONA PANCHOLY PRESIDENT 283791 0 0 0 0 0 9933 0 14296 0 308020 0 0 0 KIMBERLY HEINRICH DIR OF GLOBAL MKTING 172948 0 7500 0 0 0 6053 0 21230 0 207731 0 0 0 KIM GENDRON REGIONAL DIRECTOR 151391 0 2500 0 0 0 5299 0 906 0 160096 0 0 0 FORM 990 PART I LINE 1 FOUNDED IN 1990, MERITAS, INC. IS A GLOBAL ALLIANCE OF INDEPENDENT LAW FIRMS WORKING COLLABORATIVELY TO PROVIDE BUSINESSES WITH QUALIFIED LEGAL EXPERTISE AND LAW FIRMS WITH A SAFE PLACE TO REFER CLIENTS. MERITAS IS THE ONLY LAW FIRM ALLIANCE WITH AN ESTABLISHED AND COMPREHENSIVE MEANS OF MONITORING AND ENHANCING THE QUALITY OF ITS MEMBERS' FIRMS. MERITAS MEMBERSHIP IS EXTENDED BY INVITATION ONLY, AND FIRMS ARE REGULARLY ASSESSED FOR THE BREADTH OF THEIR PRACTICE EXPERTISE AND CLIENT SATISFACTION. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IS LIMITED TO LAW FIRMS WHOSE LAWYERS ARE ELIGIBLE TO PRACTICE LAW IN THEIR RESPECTIVE JURISDICTIONS, AND A FIRM BECOMES A MEMBER BY BEING INVITED TO APPLY AND DEMONSTRATING THEY MEET MERITAS QUALIFICATIONS AND STANDARDS. FORM 990, PART VI, SECTION A, LINE 7A MEMBER FIRMS EXERCISE THEIR VOTING RIGHTS AT LEAST ONCE A YEAR WHEN THEY VOTE TO ELECT MEMBERS TO ITS BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B BOARD COMMITTEES ARE COMPRISED OF MEMBERS, SOME OF WHOM ARE NOT PART OF THE BOARD OF DIRECTORS. COMMITTEES HAVE THE RIGHT TO MAKE THE DECISIONS OUTLINED IN THEIR COMMITTEE CHARTERS. FORM 990, PART VI, SECTION B, LINE 11B THE PROCESS USED BY THE ORGANIZATION TO REVIEW THIS FORM 990: THE GOVERNING BODY DELEGATED THE REVIEW OF THE 990 TO THE FINANCE COMMITTEE. THIS FORM 990 WAS SENT ELECTRONICALLY TO THE FINANCE COMMITTEE FOR REVIEW WITH FINAL APPROVAL GIVEN AT THE FINANCE COMMITTEE MEETING. A COPY OF THE 990 WILL BE SENT TO THE BOARD AFTER IT IS APPROVED BY THE FINANCE COMMITTEE, BUT PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST DISCLOSURE FORMS ARE COMPLETED EACH YEAR FOR NEW BOARD OF DIRECTOR MEMBERS, OFFICERS AND DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC: ALL BYLAWS AND POLICIES ARE AVAILABLE TO THE GENERAL MEMBERSHIP VIA THE "MEMBERS ONLY" PORTAL OF THE WEBSITE. FORM 990, PART IX, LINE 11G REGIONAL CONTRACT SERVICES 476,073. OTHER 36,045.