2026-08-12T09:30:45-05:00 2025-12-31 821894023 RITZ & ASSOCIATES PA 110 CHESHIRE LANE SUITE 390 MINNETONKA MN 55305 990 2025-01-01 411680234 MERITAS INC MERI 6123398680 3800 AMERICAN BLVD W SUITE 995 BLOOMINGTON MN 55431 SONA PANCHOLY PRESIDENT 6123398680 2026-08-12 1 BRIAN WAGNER P01883681 9528971477 2026-08-12 2025 2025-03-06 01:10:19Z SONA PANCHOLY 3800 AMERICAN BLVD W SUITE 995 BLOOMINGTON MN 55431 4724688 0 X WWW.MERITAS.ORG X 1990 MN MERITAS IS A GLOBAL NETWORK OF INDEPENDENT LAW FIRMS. SEE SCHEDULE O FOR ADDITIONAL INFORMATION. 22 22 14 0 0 0 0 0 4299936 4527665 136198 119493 28329 77530 4464463 4724688 0 0 0 0 1822707 1838315 0 0 0 2452849 2715692 4275556 4554007 188907 170681 5687080 5970159 2101042 2213440 3586038 3756719 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 15 0 1 14 1 0 0 0 0 0 0 0 0 X 22 22 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 93063 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 HANS HELWIG DIRECTOR 0.00 X 0 0 0 CAL WATSON DIRECTOR 0.00 X 0 0 0 JEFFREY LIM DIRECTOR 0.00 X 0 0 0 MINDY MORTON DIRECTOR 0.00 X 0 0 0 URMAS USTAV DIRECTOR 0.00 X 0 0 0 ADELINA VILLALOBOS DIRECTOR 0.00 X 0 0 0 JON WOODALL DIRECTOR 0.00 X 0 0 0 GARY COPELOVITZ DIRECTOR 0.00 X 0 0 0 ANDREW DEAVER DIRECTOR 0.00 X 0 0 0 JENNIFER DIBELLA DIRECTOR 0.00 X 0 0 0 AMY EBELING DIRECTOR 0.00 X 0 0 0 TANIA FERREIRA OSORIO DIRECTOR 0.00 X 0 0 0 JOSEPH KELLEHER 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 CHAKRAPANI MISRA DIRECTOR 0.00 X 0 0 0 KOWIT SOMWALYA DIRECTOR 0.00 X 0 0 0 MELISSA PENA VICE CHAIR NON VOTING 0.00 X 0 0 0 ALBERTO ESTRELLA VICE CHAIR NON VOTING 0.00 X 0 0 0 JONATHAN POLIN VICE CHAIR NON VOTING 0.00 X 0 0 0 GIL SELINGER VICE CHAIR NON VOTING 0.00 X 0 0 0 SONA PANCHOLY PRESIDENT 40.00 X 295143 0 24580 KIMBERLY HEINRICH VP OF GLOBAL MKTING & ENGAGEMENT 40.00 X 189095 0 24818 PAUL WEBB REGIONAL DIRECTOR 40.00 X 139583 0 24975 GENE YOCUM CONTROLLER 40.00 X 107772 0 32955 KRYSTLE DAHL COMMUNICATIONS MANAGER 40.00 X 107345 0 28368 932001 0 135696 5 0 1 0 QUENTIN VAILE 53 NECTON ROAD WHEATHAMPSTEAD ST ALBANS HERTFORDSHIRE UK AL48AT MEMBER RELATIONS 189872 1 MEMBERSHIP DUES 3758656 3758656 MEMBERSHIP MEETING 769009 769009 4527665 119493 119493 SPONSORSHIPS 67875 67875 ALERUS REWARDS REDEMPT 9650 9650 BENEFITS FORFEITURE 5 5 77530 4724688 4605195 0 119493 X 1195603 289301 33381 215182 104848 10449 658762 103497 208499 433130 51912 247680 7169 18597 MEETINGS 842524 STRATEGIC PLANNING 86998 MEMBERSHIP SVCS RETENTI 35893 EMPLOYEE TRAINING & EDU 10582 4554007 249753 256260 3873995 4160748 1232353 1191689 227617 235343 528157 467239 12227 60918 91135 65201 5687080 5970159 127427 126854 1875384 2015494 98231 71092 2101042 2213440 X 3586038 3756719 3586038 3756719 5687080 5970159 170681 0 X 1 X 0 1 0 0 0 0 3758656 6802 3160 3642 86990 85574 1416 434365 378505 55860 60918 CURRENT PORTION OF LONG-TERM LEASE LIABILITY 29123 LONG-TERM LEASE LIABILITY 41969 71092 EUROPE & MIDDLE EAST 0 2 PROGRAM SERVICES MARKETING & BUS. DEV. 172182 LATIN AMERICA & CARIBBEAN 0 1 PROGRAM SERVICES MARKETING & BUS. DEV. 55451 ASIA 0 1 PROGRAM SERVICES MARKETING & BUS. DEV. 99205 AFRICA 0 1 PROGRAM SERVICES MARKETING & BUS. DEV. 42726 AUSTRALIA & NEW ZEALAND 0 1 PROGRAM SERVICES MARKETING & BUS. DEV. 82886 0 6 0 0 0 6 452450 0 452450 0 0 0 0 0 0 X X 0 0 0 SONA PANCHOLY PRESIDENT 295143 0 0 0 0 0 10330 0 14250 0 319723 0 0 0 KIMBERLY HEINRICH VP OF GLOBAL MKTING & ENGAGEMENT 181595 0 7500 0 0 0 6356 0 18462 0 213913 0 0 0 PAUL WEBB REGIONAL DIRECTOR 134583 0 5000 0 0 0 3967 0 21008 0 164558 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 505,233. OTHER 153,529.