2026-04-20T15:48:06-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-07-01 621584777 TENNESSEE LEGAL COMMUNITY FOUNDATION TENN 6153837421 3010 POSTON AVE NASHVILLE TN 37203 SHEREE WRIGHT EXECUTIVE DIRECTOR 6153837421 2026-04-15 1 1 KERRI N BOGDA P00760402 7177404863 2026-04-15 2024 2025-03-06 01:10:19Z X SHEREE WRIGHT 3010 POSTON AVE NASHVILLE TN 37203 1820053 0 X TBA.ORG X 1994 TN PROVIDE CLE FOR MEMBERS OF THE TN LEGAL COMMUNITY AND INCREASE PUBLIC ACCESS TO OUR JUSTICE SYSTEM 5 5 0 5 0 0 36528 10775 1641010 1640240 110356 169038 -6771 -8007 1781123 1812046 6400 20375 0 0 0 0 0 0 0 1721642 1683087 1728042 1703462 53081 108584 7848020 9272662 2795382 4240506 5052638 5032156 THE TENNESSEE LEGAL COMMUNITY FOUNDATION IS A 501(C)(3) NONPROFIT THAT PROVIDES CONTINUING LEGAL EDUCATION FOR MEMBERS OF THE TENNESSEE LEGAL COMMUNITY AND WORKS TO INCREASE THE PUBLIC'S ACCESS TO OUR JUSTICE SYSTEM. 0 0 1260089 16000 1352970 THE FOUNDATION'S PRIMARY PURPOSE IS TO EDUCATE THE PUBLIC ON THE GENERAL CONCEPTS AND PROCEDURES OF THE UNITED STATES LEGAL SYSTEM. THIS PURPOSE IS ACCOMPLISHED BY OFFERING CLASSES AND CONFERENCES TO THE COMMUNITY ON MANY LEGAL TOPICS, AS WELL AS EDUCATING THE LEGAL COMMUNITY. 168039 4375 279304 LEADERSHIP LAW AIMS TO SERVE THE LEGAL PROFESSION BY EQUIPPING PARTICIPANTS WITH THE VISION, KNOWLEDGE, AND SKILLS NECESSARY TO SERVE AS LEADERS IN THE PROFESSION AND IN THE COMMUNITY AS A WHOLE. ELIGIBLE CANDIDATES WILL BE TENNESSEE LAWYERS WITH 5-15 YEARS OF EXPERIENCE BY THE TIME OF NOMINATION, CALCULATED FROM THE YEAR IN WHICH THEY WERE LICENSED. THE GOALS OF LEADERSHIP LAW ARE TO NURTURE EFFECTIVE LEADERSHIP WITH RESPECT TO ETHICAL, PROFESSIONAL, AND COMMUNITY SERVICE ISSUES, TO BUILD RELATIONSHIPS AMONG LEGAL LEADERS FROM ACROSS THE STATE AND FROM ACROSS DISCIPLINES WITHIN THE PROFESSION, TO RAISE THE LEVEL OF AWARENESS AMONG LAWYERS REGARDING THE BROAD RANGE OF ISSUES FACING THE LEGAL PROFESSION, AND TO ENHANCE THE DIVERSITY OF LEADERS WITHIN THE LEGAL PROFESSION AND THE COMMUNITY AS A WHOLE. 98504 7966 THE YOUNG LAWYERS DIVISION (YLD) IS COMPRISED OF LAWYERS IN THEIR FIRST TEN YEARS OF PRACTICE OR UNDER 36 YEARS OF AGE. IT IS DEDICATED TO SERVING THE PROFESSIONAL NEEDS OF YOUNG LAWYERS AND SERVING THE PUBLIC AS THE "SERVICE ARM OF THE BAR." 1526632 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 1 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 TN X DERRICK DISHNER 6153837421 3010 POSTON AVE NASHVILLE TN 37203 JIM BARRY CHAIR 0.25 1.00 X X 0 0 0 ED LANQUIST JR VICE CHAIR 0.25 1.00 X X 0 0 0 MARY BETH MADDOX TREASURER 0.25 1.00 X X 0 0 0 TERICA SMITH SECRETARY 0.25 1.00 X X 0 0 0 HEIDI BARCUS TRUSTEE 0.25 X 0 0 0 SHEREE WRIGHT EXECUTIVE DIRECTOR 5.00 35.00 X 0 242358 22452 DERRICK DISHNER DIRECTOR OF FINANCE 5.00 35.00 X 0 108316 21343 0 350674 43795 0 0 1 0 0 2850 2500 5425 10775 LEGAL EDUCATION 611430 1352970 1352970 TBALL 611430 279304 279304 LEASING INCOME 611430 7966 7966 1640240 169038 169038 0 2500 8007 -8007 -8007 1812046 1640240 0 161031 16000 16000 4375 4375 17955 17955 2856 2856 17201 17201 26 26 22305 22305 24878 24700 178 32170 32170 96966 96966 21266 21266 338457 338457 53314 53314 934840 859540 75300 12180 12180 CLE FILING FEES 64149 64149 MATERIAL - ONLINE COURS 28493 28493 BAD DEBT EXPENSE 10000 10000 FELLOWS OF TBA EXPENSES 6031 6031 1703462 1526632 176830 0 1749503 964180 20688 40860 22698 3963476 24091 4668 3939385 6032301 4325197 0 21202 7848020 9272662 44876 43852 8145 3426 2742361 4193228 2795382 4240506 X 4881597 4864753 171041 167403 5052638 5032156 7848020 9272662 108584 108641 -237707 0 X X 0 1 X 1 0 X 20800 33850 36528 10775 101953 1458759 1586481 1589397 1641010 1640240 7915887 1479559 1586481 1623247 1677538 1651015 8017840 0 0 0 8017840 449938 210590 82799 168084 169038 1080449 449938 210590 82799 168084 169038 1080449 5410 5410 1929497 1802481 1706046 1845622 1820053 9103699 0.88070 0.89720 0.11870 0.10110 X 2100000 2100000 1840839 1454 1839385 22637 22637 0 3939385 RAYMOND JAMES BROKERAGE 4325197 F 4325197 DUE TO AFFILIATE 1071106 NOTE PAYABLE TO AFFILIATE 3122122 4193228 X 1718827 108641 8007 116648 1602179 17201 192666 209867 1812046 1501602 8007 8007 1493595 17201 192666 209867 1703462 PART X, LINE 2: THE FOUNDATION IS OPERATED AS A TAX-EXEMPT ORGANIZATION AS DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS THEREFORE EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THE FOUNDATION FILES A FEDERAL FORM 990 FOR ORGANIZATIONS EXEMPT FROM INCOME TAX. MANAGEMENT PERFORMS AN EVALUATION OF ALL INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE FOUNDATION'S INCOME TAX RETURNS TO DETERMINE WHETHER THE INCOME TAX POSITIONS MEET A "MORE LIKELY THAN NOT" STANDARD OF BEING SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS PERFORMED ITS EVALUATION OF ALL INCOME TAX POSITIONS TAKEN ON ALL OPEN INCOME TAX RETURNS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE "MORE LIKELY THAN NOT" STANDARD. ACCORDINGLY, THERE WERE NO PROVISIONS FOR INCOME TAXES, PENALTIES OR INTEREST RECEIVABLE OR PAYABLE RELATING TO UNCERTAIN INCOME TAX POSITIONS IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EVENT EXPENSES 8,007. PART XI, LINE 4B - OTHER ADJUSTMENTS: REIMBURSED EXPENSES 192,666. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EVENT EXPENSES 8,007. PART XII, LINE 4B - OTHER ADJUSTMENTS: REIMBURSED EXPENSES 192,666. 0 WEST TENNESSEE LEGAL SERVICES 210 WEST MAIN STREET JACKSON TN 38301 581326791 501(C)(3) 10500 0 2024 ANDY BRANHAM GRANT 1 0 0 0 0 0 0 0 0 0 SHEREE WRIGHT EXECUTIVE DIRECTOR 0 227004 0 15354 0 0 0 21984 0 468 0 264810 0 0 PART I, LINE 3 THE ORGANIZATION'S EXECUTIVE DIRECTOR IS PAID BY A RELATED ORGANIZATION, TENNESSEE BAR ASSOCIATION. TENNESSEE BAR ASSOCIATION USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE EXECUTIVE DIRECTOR: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 3 THE FOUNDATION IS FINANCIALLY INTERRELATED WITH THE BAR. THE FOUNDATION UTILIZES BAR PERSONNEL TO PROVIDE SUBSTANTIALLY ALL MANAGEMENT AND GENERAL ADMINISTRATIVE SERVICES. DURING THE YEAR ENDED JUNE 30, 2025, THE FOUNDATION INCURRED CHARGES AS "PAYMENTS TO AFFILIATES" FOR SERVICES BY THE BAR OF $934,840. SUCH SERVICES INCLUDED FUNDRAISING, BUILDING MANAGEMENT, ACCOUNTING, AND OTHER GENERAL AND ADMINISTRATIVE TASKS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES SHALL BE ELECTED BY THE BOARD OF GOVERNORS OF THE TENNESSEE BAR ASSOCIATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN ACCOUNTING FIRM, REVIEWED BY THE EXECUTIVE DIRECTOR AND FINANCE DIRECTOR AND FORWARDED TO THE TREASURER, ASSISTANT TREASURER, AND TAX COUNSEL, IF ANY, FOR REVIEW. THE FORM 990 IS PROVIDED TO THE MEMBERS OF THE GOVERNING BODY UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST DISCLOSURE ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 AT THE PRESENT TIME, THE FOUNDATION DOES NOT HAVE EMPLOYEES BUT RATHER CONTRACTS WITH ANOTHER RELATED TAX EXEMPT ORGANIZATION, TENNESSEE BAR ASSOCIATION TO PERFORM ITS FUNCTIONS. THE CONTRACT VALUE IS BASED ON THE ESTIMATED COST OF THE RELATED ORGANIZATION, AND THE CONTRACT IS SUBJECT TO A REVIEW BY THE BOARD OF TRUSTEES FOR APPROVAL. TENNESSEE BAR ASSOCIATION OPERATIONS COMMITTEE AND EXECUTIVE COMMITTEE ANNUALLY CONDUCTS A PERFORMANCE EVALUATION OF TBA EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES. ALL INDIVIDUALS INVOLVED ARE INDEPENDENT. COMPENSATION RECOMMENDATIONS ARE BASED ON INDEPENDENTLY CONDUCTED SALARY COMPARABILITY STUDIES. THE ENTIRE PROCESS IS DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 TENNESSEE LEGAL COMMUNITY FOUNDATION MAKES ITS BYLAWS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT OR SELECTION PROCESS FROM THE PREVIOUS YEAR. TENNESSEE BAR ASSOCIATION 3010 POSTON AVE NASHVILLE TN 37203 620514943 LEGAL EDUCATION TN 501(C)(6) N/A 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 TENNESSEE BAR ASSOCIATION D 3122122 BALANCE OF LOAN TENNESSEE BAR ASSOCIATION R 454932 EXPENSE ALLOCATION TENNESSEE BAR ASSOCIATION Q 375000 EXPENSE ALLOCATION TENNESSEE BAR ASSOCIATION O 576874 EXPENSE ALLOCATION