Nonprofit · EIN 86-6000294
STATE BAR OF ARIZONA
Tax-exempt · PHOENIX, AZ 85016
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $19,811,588 | $17,998,664 | $1,812,924 | $31,698,842 | $5,473,010 | $26,225,832 |
| December 31, 2023 | 990 | $19,376,543 | $17,870,878 | $1,505,665 | $28,773,235 | $5,404,158 | $23,369,077 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $6,279
- Program service revenue
- $18,550,308
- Investment income
- $449,767
- Royalties
- $214,066
- Net rental income
- $571,434
- Net gain from sales of assets
- -$8,662
- Other revenue
- $805,234
Expenses
- Grants and similar amounts paid
- $301,474
- Compensation of officers, directors and key employees
- $641,316
- Other salaries and wages
- $8,077,981
- Salaries, compensation and benefits (total)
- $10,822,949
- Professional fundraising fees
- $0
- Legal fees
- $33,091
- Accounting fees
- $88,305
- Occupancy
- $816,778
- Travel
- $66,127
- Depreciation
- $646,745
Balance sheet and other
- Total assets, start of year
- $28,773,235
- Total assets, end of year
- $31,698,842
- Total liabilities, end of year
- $5,473,010
- Net assets, end of year
- $26,225,832
- Land, buildings and equipment
- $9,057,078
- Publicly traded securities
- $16,468,094
- Net assets without donor restrictions
- $26,225,832
- Gross unrelated business income
- $1,553,362
- Gross receipts
- $19,913,414
- Employees
- 113
- Volunteers
- 2,268
- Year formed
- 1933
- State of legal domicile
- AZ
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOEL ENGLAND | CEO/EXECUTIVE DIRECTOR Officer | 55 | $221,210 | $40,649 |
| MARET VESSELLA | CHIEF BAR COUNSEL Officer | 55 | $188,975 | $24,128 |
| LORI MAXWELL | CHIEF INFORMATION OFFICER Highest-paid employee | 50 | $169,216 | $23,002 |
| LISA PANAHI | GENERAL COUNSEL Highest-paid employee | 50 | $147,639 | $42,314 |
| AMY REHM | DEPUTY CHIEF BAR COUNSEL Highest-paid employee | 50 | $159,885 | $18,707 |
| ROBERTA TEPPER | CHIEF MEMBER SERVICE OFFICER Highest-paid employee | 50 | $143,271 | $21,282 |
| JESSICA IENNARELLA | CHIEF FINANCIAL OFFICER Officer | 55 | $136,695 | $27,680 |
| CRAIG HENLEY | SENIOR BAR COUNSEL Highest-paid employee | 50 | $134,717 | $19,450 |
| BENJAMIN F TAYLOR II -PRES | (THRU 6/24)/ELECT. GOV.(AS OF 6/24) Trustee or director, Officer | 7.5 | $0 | $0 |
| TED A SCHMIDT -PRES ELECT | (THRU 6/24)/ PRES.(AS OF 6/24) Trustee or director, Officer | 7.5 | $0 | $0 |
| SAMUEL J SAKS -VPTHRU 624 | PRES. ELECT.(AS OF 6/24) Trustee or director, Officer | 7.5 | $0 | $0 |
| DOREEN MCPAUL -SECRETARYTREAS | (THRU 6/24)/ VP(AS OF 6/24) Trustee or director, Officer | 7.5 | $0 | $0 |
| KELSI LANE -ELECT GOVTHRU | 6/24)/ SECR./TREAS. (AS OF 6/24) Trustee or director, Officer | 7.5 | $0 | $0 |
| DAVID J JOHNS | ELECTED GOVERNOR Trustee or director | 5 | $0 | $0 |
| HENRY EDWARD WHITMER | ELECTED GOVERNOR (THRU 11/24) Trustee or director | 5 | $0 | $0 |
24 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PRESTON L POLLOCK | ELECTED GOVERNOR Trustee or director | 5 | $0 |
| D CHRISTOPHER RUSSELL | ELECTED GOVERNOR Trustee or director | 5 | $0 |
| LETICIA MARQUEZ | ELECTED GOVERNOR (THRU 6/24) Trustee or director | 5 | $0 |
| LOUIS FIDEL | ELECTED GOVERNOR (AS OF 6/24) Trustee or director | 5 | $0 |
| HEATHER BAKER-MUSHKATEL | ELECTED GOVERNOR Trustee or director | 5 | $0 |
| JENA DECKER XU | ELECTED GOVERNOR Trustee or director | 5 | $0 |
| ROBERT J MCWHIRTER | ELECTED GOVERNOR Trustee or director | 5 | $0 |
| JESSICA S SANCHEZ ELECTED | GOVERNOR/EX-OFFICIO (THRU 6/11)) Trustee or director | 5 | $0 |
| CHLOE WOODS | ELECTED GOVERNOR (AS OF 6/24) Trustee or director | 5 | $0 |
| DIANDRA DAY BENALLY | ELECTED GOVERNOR Trustee or director | 5 | $0 |
| JIMMIE DEE SMITH | ELECTED GOVERNOR Trustee or director | 5 | $0 |
| DENNIS M FITZGIBBONS | ELECTED GOVERNOR Trustee or director | 5 | $0 |
| SANDRA BENSLEY | DISTRICT GOVERNER (THRU 6/24) Trustee or director | 5 | $0 |
| AMY HERNANDEZ | DISTRICT GOVERNOR (AS OF 6/24) Trustee or director | 5 | $0 |
| DAVID B ROSENBAUM | DISTRICT GOVERNER Trustee or director | 5 | $0 |
| JOHN W MOODY | DISTRICT GOVERNER Trustee or director | 5 | $0 |
| DAVID K BYERS | AT-LARGE GOVERNOR Trustee or director | 5 | $0 |
| MIKE BAUMSTARK | AT-LARGE GOVERNOR Trustee or director | 5 | $0 |
| CEDRIC R DAVE | PUBLIC GOVERNOR Trustee or director | 5 | $0 |
| MIGNONNE HOLLIS | PUBLIC GOVERNOR Trustee or director | 5 | $0 |
| CORTEZ W SMITH | PUBLIC GOVERNOR Trustee or director | 5 | $0 |
| ROBYN M AUSTIN | PUBLIC GOVERNOR Trustee or director | 5 | $0 |
| ELIZABETH SCHMITT | YLD DIVISION PRESIDENT (THRU 6/24) Trustee or director | 5 | $0 |
| CHRISTINA POLETTI | YLD DIVISION PRESIDENT (AS OF 6/24) Trustee or director | 5 | $0 |
990 for the year ended December 31, 2023: 41 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOEL ENGLAND | CEO/EXECUTIVE DIRECTOR Officer | 55 | $200,679 | $36,578 |
| MARET VESSELLA | CHIEF BAR COUNSEL Officer | 55 | $185,115 | $21,786 |
| KATHY GERHART | CFO (THRU 12/23) Officer | 55 | $170,127 | $21,209 |
| LORI MAXWELL | CHIEF INFORMATION OFFICER Highest-paid employee | 50 | $164,887 | $21,623 |
| LISA PANAHI | GENERAL COUNSEL Highest-paid employee | 50 | $140,495 | $40,122 |
| AMY REHM | DEPUTY CHIEF BAR COUNSEL Highest-paid employee | 50 | $156,479 | $16,875 |
| ROBERTA TEPPER | CHIEF MEMBER SERVICE OFFICER Highest-paid employee | 50 | $140,223 | $19,940 |
| CRAIG HENLEY | SENIOR BAR COUNSEL Highest-paid employee | 50 | $132,272 | $16,320 |
| JESSICA IENNARELLA | CFO (AS OF 12/23) Officer | 55 | $118,735 | $23,965 |
| JESSICA S SANCHEZ | PRESIDENT (THRU 6/23) Trustee or director, Officer | 7.5 | $0 | $0 |
| BENJAMIN F TAYLOR II | PRES(AS OF 6/23)/ PRES.-ELECT(THRU 6/23) Trustee or director, Officer | 7.5 | $0 | $0 |
| TED A SCHMIDT | PRES-ELECT(AS OF 6/23)/VP (THRU 6/23) Trustee or director, Officer | 7.5 | $0 | $0 |
| SAMUEL J SAKS | VP(AS OF 6/23)/TREAS/SEC(THRU 6/23) Trustee or director, Officer | 7.5 | $0 | $0 |
| DOREEN MCPAUL | SECRETARY/TREASURER (AS OF 6/23) Trustee or director, Officer | 7.5 | $0 | $0 |
| ERIC M RUCHENSKY | ELECTED GOVERNOR (THRU 6/23) Trustee or director | 5 | $0 | $0 |
| SHARON A FLACK | ELECTED GOVERNOR (THRU 6/23) Trustee or director | 5 | $0 | $0 |
| D CHRISTOPHER RUSSELL | ELECTED GOVERNOR Trustee or director | 5 | $0 | $0 |
| SANDRA BENSLEY | DISTRICT GOVERNER Trustee or director | 5 | $0 | $0 |
| LETICIA MARQUEZ | ELECTED GOVERNOR Trustee or director | 5 | $0 | $0 |
| DIANDRA DAY BENALLY | ELECTED GOVERNOR Trustee or director | 5 | $0 | $0 |
| KELSI LANE | ELECTED GOVERNOR Trustee or director | 5 | $0 | $0 |
| ROBERT J MCWHIRTER | ELECTED GOVERNOR Trustee or director | 5 | $0 | $0 |
| JOHN W MOODY | DISTRICT GOVERNER Trustee or director | 5 | $0 | $0 |
| DAVID B ROSENBAUM | DISTRICT GOVERNER Trustee or director | 5 | $0 | $0 |
| JIMMIE DEE SMITH | ELECTED GOVERNOR Trustee or director | 5 | $0 | $0 |
| DENNIS M FITZGIBBONS | ELECTED GOVERNOR Trustee or director | 5 | $0 | $0 |
| ROBYN M AUSTIN | PUBLIC GOVERNOR Trustee or director | 5 | $0 | $0 |
| MIGNONNE HOLLIS | PUBLIC GOVERNOR Trustee or director | 5 | $0 | $0 |
| JONATHAN F MARTONE | PUBLIC GOVERNOR (THRU 6/23) Trustee or director | 5 | $0 | $0 |
| DAVID K BYERS | AT-LARGE GOVERNOR Trustee or director | 5 | $0 | $0 |
| DOREEN MCPAUL | AT-LARGE GOVERNOR (THRU 6/23) Trustee or director | 5 | $0 | $0 |
| NICHOLAS JAMES BROWN | YLD DIVISION PRESIDENT (THRU 6/23) Trustee or director | 5 | $0 | $0 |
| ELIZABETH SCHMITT | YLD DIVISION PRESIDENT Trustee or director | 5 | $0 | $0 |
| JENA DECKER XU | ELECTED GOVERNOR Trustee or director | 5 | $0 | $0 |
| PRESTON L POLLOCK | ELECTED GOVERNOR Trustee or director | 5 | $0 | $0 |
| CEDRIC R DAVE | PUBLIC GOVERNOR Trustee or director | 5 | $0 | $0 |
| MIKE BAUMSTARK | AT-LARGE GOVERNOR Trustee or director | 5 | $0 | $0 |
| HEATHER BAKER-MUSHKATEL | ELECTED GOVERNOR Trustee or director | 5 | $0 | $0 |
| DAVID J JOHNS | ELECTED GOVERNOR Trustee or director | 5 | $0 | $0 |
| HENRY EDWARD WHITMER | ELECTED GOVERNOR Trustee or director | 5 | $0 | $0 |
| CORTEZ W SMITH | PUBLIC GOVERNOR Trustee or director | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4201 N 24TH ST STE 100, PHOENIX, AZ 85016-6266
- Principal officer (990 for 2024)
- JOEL F ENGLAND, 4201 N 24TH ST 100, PHOENIX, AZ 850166266
- Signed the 990
- JESSICA IENNARELLA, CFO
- Phone
- (602) 252-4804
- Website
- HTTPS://WWW.AZBAR.ORG/
- Return prepared by
- EIDE BAILLY LLP
Mission
THE STATE BAR OF ARIZONA IS A PRIVATE, NON-PROFIT ORGANIZATION THAT EXISTS TO SERVE AND PROTECT THE PUBLIC WITH RESPECT TO THE PROVISION OF LEGAL SERVICES AND ACCESS TO JUSTICE. CONSISTENT WITH THESE GOALS, THE STATE BAR OF ARIZONA SEEKS TO IMPROVE THE (CONT'D ON SCH O) ADMINISTRATION OF JUSTICE AND THE COMPETENCY, ETHICS, AND PROFESSIONALISM OF LAWYERS PRACTICING IN ARIZONA.
Program accomplishments
- REGULATORY - PURSUANT TO RULE 32 OF THE SUPREME COURT OF ARIZONA, THE STATE BAR OF ARIZONA ASSISTS THE COURT WITH THE REGULATION AND DISCIPLINE OF PERSONS ENGAGED IN THE PRACTICE OF LAW. THE STATE BAR RECEIVES, SCREENS, AND INVESTIGATES COMPLAINTS AGAINST ATTORNEYS, WHICH MAY BE DISMISSED, REQUIRE REMEDIAL ACTION OR LEAD TO MORE FORMAL PROCEEDINGS RESULTING IN VARIOUS FORMS OF DISCIPLINE.
- COMPLIANCE - PURSUANT TO RULE 32 OF THE SUPREME COURT OF ARIZONA, THE STATE BAR IS CHARGED WITH ENSURING THE COMPETENCY OF LAWYERS. CONSISTENT WITH RULE 44, LEGAL SPECIALIZATION, THE STATE BAR ADMINISTERS A PROGRAM THROUGH THE BOARD OF LEGAL SPECIALIZATION IN ORDER TO IMPROVE THE QUALITY OF LEGAL SERVICES. ADDITIONALLY, IN ACCORDANCE WITH RULE 45, MANDATORY CONTINUING LEGAL EDUCATION, THE STATE BAR ENSURES ACTIVE MEMBERS COMPLETE REQUIRED CONTINUING LEGAL EDUCATION ON AN ANNUAL BASIS. THE STATE BAR ALSO ASSISTS IN PROCESSING PRO HAC VICE ADMISSIONS UNDER RULE 39 AND PROCESSES IN HOUSE COUNSEL REGISTRATIONS UNDER RULE 38.
- PROFESSIONAL DEVELOPMENT - PURSUANT TO RULE 32 OF THE SUPREME COURT OF ARIZONA, THE STATE BAR IS TO CONDUCT EDUCATIONAL PROGRAMS REGARDING SUBSTANTIVE LAW, BEST PRACTICES, PROCEDURE AND ETHICS AND PROVIDE FORUMS FOR DISCUSSION REGARDING THE ADMINISTRATION OF JUSTICE AND PRACTICE OF LAW. THE STATE BAR IS ALSO RESPONSIBLE FOR FOSTERING IDEALS OF INTEGRITY, LEARNING, COMPETENCE, AND PUBLIC SERVICE AMONG ATTORNEYS AND SERVE THE PROFESSIONAL NEEDS OF ITS MEMBERS. THE STATE BAR FOSTERS PROFESSIONAL DEVELOPMENT OF ATTORNEYS THROUGH OPPORTUNITIES TO SERVE ON ADVISORY GROUPS, COMMITTEES, SECTIONS, AND TASK FORCES, AND BY PROVIDING CONTINUING LEGAL EDUCATION, PRACTICE MANAGEMENT ASSISTANCE, LEGAL RESOURCES AND VARIOUS OTHER MEMBER SERVICES.
- ACCESS TO JUSTICE: PURSUANT TO RULE 32 OF THE SUPREME COURT OF ARIZONA, THE STATE BAR MISSION INCLUDES ACCESS TO JUSTICE, WHICH INVOLVES EFFORTS TO IMPROVE ACCESS TO OUR LEGAL SYSTEM FOR ALL ARIZONIANS. THE BAR CARRIES OUT THIS TASK THROUGH ITS PUBLIC SERVICE CENTER BY SUPPORTING VARIOUS LEGAL AID ORGANIZATIONS, ASSISTING WITH ACCESS TO ATTORNEYS, WORKING TO EDUCATE THE PUBLIC ABOUT THE LEGAL PROCESS, AND BY SUPPORTING THE SUPREME COURT'S ACCESS TO JUSTICE COMMISSION.PUBLICATIONS: (1) ARIZONA ATTORNEY - MONTHLY MAGAZINE WITH SUBSTANTIVEARTICLES ABOUT LEGAL ISSUES AND TOPICS THAT AFFECT THE LEGALPROFESSION; (2) ELEGAL - SERIES OF ELECTRONIC NEWSLETTERS UPDATINGMEMBERS ON LEGAL NEWS, ISSUES, ETHICS OPINIONS AND COURT CASESTHE CLIENT PROTECTION FUND OF THE STATE BAR OF ARIZONA IS A TRUST AND, AS SUCH, IS TECHNICALLY A SEPARATE LEGAL ENTITY FROM THE STATE BAR OF ARIZONA. HOWEVER, BECAUSE THE STATE BAR HAS AN ADMINISTRATIVE ROLE, IT IS INCLUDED IN THE STATE BAR'S FEDERAL INCOME TAX REPORTING. THE CLIENT PROTECTION FUND EXISTS TO PROMOTE THE PUBLIC CONFIDENCE IN THE ADMINISTRATION OF JUSTICE AND THE INTEGRITY OF THE LEGAL PROFESSION BY REIMBURSING LOSSES CAUSED BY THE DISHONEST CONDUCT OF LAWYERS ADMITTED AND LICENSED TO PRACTICE IN ARIZONA. IN 2024 THE ORGANIZATION PROVIDED ASSISTANCE TO 22 CLAIMS FILED WITH THE FUND.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 86-6000294
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1988
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $31,698,842
- Income (IRS master file)
- $19,913,414
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $19,811,588 | $17,998,664 | $31,698,842 | XML |
| 990 | December 2023 | $19,376,543 | $17,870,878 | $28,773,235 | XML |
| 990 | December 2022 | $19,177,045 | $17,401,841 | $25,674,316 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 86-6000294).
Questions about STATE BAR OF ARIZONA
- What is the EIN of STATE BAR OF ARIZONA?
- The employer identification number (EIN) of STATE BAR OF ARIZONA is 86-6000294.
- Is STATE BAR OF ARIZONA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1988.
- Are donations to STATE BAR OF ARIZONA tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does STATE BAR OF ARIZONA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of STATE BAR OF ARIZONA due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did STATE BAR OF ARIZONA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of STATE BAR OF ARIZONA?
- The 990 for the year ended December 31, 2024 names JOEL F ENGLAND.
- Who are the officers and directors of STATE BAR OF ARIZONA?
- The 990 for the year ended December 31, 2024 lists 39 people; 8 received compensation from the organization, the highest $221,210 (JOEL ENGLAND, CEO/EXECUTIVE DIRECTOR).
- How much revenue does STATE BAR OF ARIZONA have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $19,811,588, expenses of $17,998,664 and total assets of $31,698,842 at year end.
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