2023-11-13T11:52:44-06:00 2023-06-30 561131459 Stancil PC 4909 Windy Hill Drive Raleigh NC 27609 990 2022-07-01 560583941 North Carolina Bar Association NORT 9196770561 8000 Weston Parkway Cary NC 275132153 JASON M HENSLEY Executive Director/Secretary 9196770561 2023-11-13 1 JASON HENSLEY 999009999 0 Nicholas Lombardi Jr P00741321 9198721260 2023-10-31 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JASON M HENSLEY 8000 Weston Parkway Cary NC 275132153 9855032 0 X www.ncbar.org X 1899 NC THE NORTH CAROLINA BAR ASSOCIATION IS ORGANIZED FOR THE PURPOSES OF PROMOTING AND IMPROVING THE ADMINISTRATION OF JUSTICE IN NORTH CAROLINA; FOSTERING AND ENCOURAGING LAW REFORM WHEN IN THE PUBLIC INTEREST; ADVANCING THE SCIENCE OF JURISPRUDENCE IN ALL ITS ASPECTS; MAINTAINING THE HONOR AND INTEGRITY OF THE PROFESSION OF LAW; PROMOTING THE STUDY OF LAW AND THE CONTINUING EDUCATION OF LAWYERS; IMPROVING THE STANDARDS OF THE SERVICE OF THE ASSOCIATION TO THE GENERAL PUBLIC; FOSTERING AND PROTECTING THE INTERESTS OF THE LAWYER; AND PROVIDING A MEANS OF ORGANIZATION THROUGH WHICH ITS MEMBERS MAY PURSUE THESE AND OTHER COMMON OBJECTIVES. 33 33 59 500 165767 118895 21484 32841 7793830 8062738 283903 372699 716330 811010 8815547 9279288 27700 16358 0 0 4743418 4976487 0 0 0 2909649 3435936 7680767 8428781 1134780 850507 15478777 16385766 2721042 2509101 12757735 13876665 X THE NORTH CAROLINA BAR ASSOCIATION IS ORGANIZED FOR THE PURPOSES OF PROMOTING AND IMPROVING THE ADMINISTRATION OF JUSTICE IN NORTH CAROLINA; FOSTERING AND ENCOURAGING LAW REFORM WHEN IN THE PUBLIC INTEREST; ADVANCING THE SCIENCE OF JURISPRUDENCE IN ALL ITS ASPECTS; MAINTAINING THE HONOR AND INTEGRITY OF THE PROFESSION OF LAW; PROMOTING THE STUDY OF LAW AND THE CONTINUING EDUCATION OF LAWYERS; IMPROVING THE STANDARDS OF THE SERVICE OF THE ASSOCIATION TO THE GENERAL PUBLIC; FOSTERING AND PROTECTING THE INTERESTS OF THE LAWYER; AND PROVIDING A MEANS OF ORGANIZATION THROUGH WHICH ITS MEMBERS MAY PURSUE THESE AND OTHER COMMON OBJECTIVES. 0 0 1922225 3579274 CONTINUING LEGAL EDUCATION:THE CONTINUING LEGAL EDUCATION DEPARTMENT PROVIDES QUALITY LEARNING EXPERIENCES THAT MEET THE COMPETENCY NEEDS AND NORTH CAROLINA STATE BAR REGULATORY REQUIREMENTS FOR ATTORNEYS AND PARALEGALS. OUR EDUCATIONAL PROGRAMS ARE PRODUCED, RECORDED AND MADE AVAILABLE IN VARIOUS FORMATS INCLUDING LIVE IN-PERSON, WEBCAST, AND ON-DEMAND. HOUSED WITHIN THE DEPARTMENT IS OUR PUBLICATIONS DIVISION, WHICH PROVIDES A HOST OF PROFESSIONAL PRINT AND ELECTRONIC MATERIAL INCLUDING ATTORNEY DESKBOOKS, GUIDES AND PRACTICE MANUALS. 1308209 3557742 MEMBERSHIP:THE MEMBERSHIP DEPARTMENT WORKS TO INFLUENCE THE CREATION AND DELIVERY OF MEMBER VALUE AND COMMUNICATE THAT VALUE TO MEMBERS AND POTENTIAL MEMBERS. ITS GOAL IS TO PROVIDE LAWYERS, JUDGES, PARALEGALS AND LAW STUDENTS WITH PRODUCTS, RESOURCES AND EXPERIENCES THAT WILL GUIDE AND SUPPORT THEM AT EVERY STAGE OF THEIR PROFESSIONAL JOURNEY. THIS DEPARTMENT ALSO PARTNERS WITH OUTSIDE VENDORS TO PROVIDE A RANGE OF DISCOUNTS ON PROFESSIONAL AND PERSONAL PRODUCTS AND SERVICES. 1054141 16358 723145 COMMUNITIESTHE COMMUNITIES DEPARTMENT STRIVES TO ACCELERATE ENGAGEMENT, INTERCONNECTEDNESS, AND SHARED EXPERIENCES WITHIN GROUPS OF MEMBERS WITH COMMON INTERESTS. TO ACCOMPLISH THIS GOAL, THE DEPARTMENT PROVIDES A PATHWAY TO ENGAGEMENT THROUGH 43 COMMUNITIES (4 DIVISIONS, 8 COMMITTEES, AND 31 SECTIONS). THESE COMMUNITIES ARE GROUPED BASED ON PRACTICE AREA, AGE, YEARS IN PRACTICE, AND PROFESSIONAL INTERESTS. THE RESOURCES PROVIDED RANGE FROM LEADERSHIP OPPORTUNITIES TO SOCIAL AND EDUCATIONAL EVENTS TO INFORMATION SHARING THROUGH CONNECTED PLATFORMS. 534284 383844 CENTER FOR PRACTICE MANAGEMENT:THE CENTER FOR PRACTICE MANAGEMENT (CPM) IS A PRACTICE MANAGEMENT ASSISTANCE PROGRAM DESIGNED TO PROVIDE FREE, CONFIDENTIAL HELP TO MEMBER ATTORNEYS WITH TECHNOLOGY, MARKETING, MANAGEMENT AND FINANCE. CPM HAS BEEN DESIGNED AND IMPLEMENTED AS AN ALTERNATIVE TO HIGH-PRICED PRIVATE CONSULTANTS FOR NCBA MEMBERS. THE SERVICES OFFERED CAN BENEFIT ALL NCBA MEMBERS BUT ARE OF PARTICULAR IMPORTANCE FOR THE SIZABLE PORTION OF NCBA MEMBERS WHO WORK IN LAW FIRMS WITH FEWER THAN 10 ATTORNEYS AND WITHOUT PROFESSIONAL MANAGERIAL STAFF.GOVERNMENTAL AFFAIRS:THE OFFICE OF GOVERNMENTAL AFFAIRS (OGA) SERVES THE MEMBERSHIP OF THE NORTH CAROLINA BAR ASSOCIATION (ASSOCIATION) AT EVERY TURN OF THE LEGISLATIVE PROCESS. THE OGA TEAM PERFORMS AS AN EXPERIENCED AND EFFECTIVE ADVOCATE FOR ATTORNEYS THROUGHOUT NORTH CAROLINA ON A VARIETY OF LEGAL ISSUES BY ORGANIZING AND DIRECTING THE LOBBYING EFFORTS FOR THE ASSOCIATION. THE OGA ADVOCATES FOR THE PASSAGE OF ALL LEGISLATIVE PROPOSALS OR POSITIONS ADOPTED BY THE ASSOCIATION. THE OGA ALSO PROVIDES INFORMATION TO MEMBERS AND LEGISLATORS ABOUT PENDING LEGISLATION THAT MAY BE OF INTEREST TO AN ASSOCIATION SECTION OR COMMITTEE OR OF CONCERN TO THE PUBLIC, THE BENCH, OR THE BAR AS A WHOLE. MARKETING:THE MARKETING DEPARTMENT OVERSEES THE MARKETING OPERATIONS OF THE NCBA AND THE NORTH CAROLINA BAR FOUNDATION, INCLUDING OUR SOCIAL NETWORKING MESSAGING WITH SPECIFIC EMPHASIS ON FACEBOOK, TWITTER, LINKEDIN AND INSTAGRAM. LAWYER REFERRAL SERVICE:THE NORTH CAROLINA LAWYER REFERRAL SERVICE IS A SERVICE OF THE NORTH CAROLINA BAR ASSOCIATION THAT PROVIDES FREE ATTORNEY REFERRALS TO MEMBERS OF THE PUBLIC. ATTORNEYS WHO ARE MEMBERS OF THE LRS AGREE TO PROVIDE CALLERS WITH AN INITIAL 30-MINUTE CONSULTATION FOR NO MORE THAN $50. APPROXIMATELY 30,000 REFERRALS ARE MADE YEARLY.ANNUAL MEETING:THE ANNUAL MEETING IS HELD EVERY JUNE IN A LOCATION DETERMINED BY THE BOARD OF GOVERNORS AS REQUIRED IN THE BY-LAWS OF THE ORGANIZATION. ALL MEMBERS OF THE ASSOCIATION ARE NOTIFIED MONTHS IN ADVANCE AND ARE ENCOURAGED TO ATTEND AND BENEFIT FROM THE EDUCATIONAL AND NETWORKING OPPORTUNITIES PROVIDED THROUGH THE MEETING. THE ELECTION OF OFFICERS, CHANGES IN BY-LAWS, AND APPROVAL OF THE DUES STRUCTURE ARE ACCOMPLISHED AT THE GENERAL SESSION.COMMUNICATIONS:THE EXTERNAL AFFAIRS AND COMMUNICATIONS DEPARTMENT OF THE NORTH CAROLINA BAR ASSOCIATION IS RESPONSIBLE FOR CONVEYING THE ACTIONS AND ACCOMPLISHMENTS OF THE NCBA TO OUR MEMBERS AND THE GENERAL PUBLIC. COMMUNICATIONS ARE DISTRIBUTED THROUGH THE WEEKLY ELECTRONIC NEWSLETTER, E-BAR; THROUGH THE OFFICIAL BLOG OF THE NCBA AND ITS COMMUNITIES, NCBARBLOG; VIA EMAIL THROUGH THE ASSOCIATION MANAGEMENT SYSTEM; AND THROUGH THE QUARTERLY DIGITAL MAGAZINE NORTH CAROLINA LAWYER, WHICH IS POSTED ON THE NCBA WEBSITE. THE DEPARTMENT ALSO WORKS CLOSELY WITH THE MARKETING DEPARTMENT TO SUPPORT SOCIAL MEDIA CONTENT AND DISTRIBUTION AND PROVIDES EXTENSIVE CONTENT AND EDITORIAL SUPPORT FOR THE WEBSITES OF THE NCBA AND THE NORTH CAROLINA BAR FOUNDATION. 534284 383844 4818859 0 1 0 1 0 0 0 0 0 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 24 0 1 59 1 1 1 0 0 0 0 0 0 0 X 33 33 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 X JASON M HENSLEY 9196770561 8000 WESTON PARKWAY CARY NC 275132153 CLAYTON D MORGAN PRESIDENT 20.00 1.00 X X 8000 0 0 PATTI RAMSEUR PRESIDENT-ELECT & TREASURER 10.00 1.00 X X 5000 0 0 JONATHAN HEYL IMMEDIATE PAST PRESIDENT 1.00 1.00 X X 0 0 0 ASSOCIATE JUSTICE ANITA EARLS VICE PRESIDENT 1.00 1.00 X X 0 0 0 JUDGE JIMMY L MYERS VICE PRESIDENT 1.00 1.00 X X 0 0 0 JUDGE A GRAHAM SHIRLEY II VICE PRESIDENT 1.00 1.00 X X 0 0 0 JUDGE JOE L WEBSTER VICE PRESIDENT 1.00 1.00 X X 0 0 0 ASST DEAN ROBERT BIRRENKOTT VICE PRESIDENT 1.00 1.00 X X 0 0 0 RICHARD M THIGPEN VICE PRESIDENT 1.00 1.00 X X 0 0 0 JUDGE RICHARD L DOUGHTON SENIOR LAWYERS DIVISION CHAIR 1.00 1.00 X 0 0 0 LISA WILLIFORD YOUNG LAWYERS DIVISION CHAIR 1.00 1.00 X 0 0 0 TAWANDA FOSTER ARTIS BOARD MEMBER 1.00 X 0 0 0 VINCENT D CHILDRESS JR BOARD MEMBER 1.00 X 0 0 0 BENJAMIN R EDWARDS BOARD MEMBER 1.00 1.00 X 0 0 0 CASEY N FERRI BOARD MEMBER 1.00 1.00 X 0 0 0 NIYA FONVILLE BOARD MEMBER 1.00 X 0 0 0 RASHAD L MORGAN BOARD MEMBER 1.00 1.00 X 0 0 0 JERRY H WALTERS JR BOARD MEMBER 1.00 X 0 0 0 ALISON ASHE-CARD BOARD MEMBER 1.00 X 0 0 0 CLARA COTTRELL BOARD MEMBER 1.00 X 0 0 0 BROOKS F JAFFA BOARD MEMBER 1.00 X 0 0 0 S CAMILLE PAYTON BOARD MEMBER 1.00 X 0 0 0 SCOTT A SCHAAF BOARD MEMBER 1.00 X 0 0 0 REBECCA L SMITHERMAN BOARD MEMBER 1.00 X 0 0 0 PATRICK B WEEDE BOARD MEMBER 1.00 X 0 0 0 BENJAMIN W BALDWIN BOARD MEMBER 1.00 X 0 0 0 HEIDI BLOOM BOARD MEMBER 1.00 X 0 0 0 LARISSA MANON MERVIN BOARD MEMBER 1.00 X 0 0 0 SIDNEY O MINTER BOARD MEMBER 1.00 X 0 0 0 WILL ODEN BOARD MEMBER 1.00 X 0 0 0 ASHLEY RUSHER BOARD MEMBER 1.00 X 0 0 0 MONICA WEBB-SHACKLEFORD BOARD MEMBER 1.00 X 0 0 0 JASON M HENSLEY EXECUTIVE DIRECTOR & SECRETARY 40.00 20.00 X 355271 0 55458 VADDRICK PARKER SENIOR DIRECTOR OF MEMBERSHIP EXPERIENCE 45.00 X 211818 0 40018 ASHLEY MILLS SENIOR DIRECTOR OF OPERATIONS 27.00 23.00 X 182232 0 35983 KIM BART MULLIKIN SENIOR DIRECTOR OF FOUNDATION 7.00 43.00 X 0 165704 32258 VIRGINIA CRAIG DIRECTOR OF FINANCE AND ACCOUNTING 35.00 5.00 X 146490 0 29249 MARK BRYANT DIRECTOR OF INFORMATION TECHNOLOGY 40.00 X 145124 0 30623 RUSSELL RAWLINGS DIRECTOR OF COMMUNICATIONS 34.00 6.00 X 140444 0 28117 ERIN ROBBINS DIRECTOR OF MARKETING 32.00 8.00 X 144733 0 32934 JEREMIAH HAMM CONTROLLER 34.00 6.00 X 124105 0 27867 1463217 165704 312507 9 0 1 0 0 32841 32841 MEMBERSHIP DUES 900099 4280887 4280887 CONTINUING LEGAL EDUCA 611430 3579274 3579274 LAWYER REFERRAL SERVIC 900099 106837 106837 ANNUAL MEETING 900099 58940 58940 ADVERTISING 541800 36800 36800 8062738 273721 273721 674722 572049 3695 102673 -3695 98978 98978 SPONSORSHIPS 900099 232054 232054 MANAGEMENT FEE 900099 213000 213000 OTHER ROYALTIES 525990 212862 212862 153094 5067 128967 19060 811010 9279288 8244005 165767 836675 16358 16358 1733430 974482 758948 2272892 1277751 995141 231065 129898 101167 473957 266444 207513 265143 149055 116088 23575 23575 72000 72000 22046 22046 96298 23181 73117 51228 51228 136885 69504 67381 588915 218762 370153 308289 141819 166470 887836 772951 114885 73926 73926 314250 167687 146563 21423 21423 INCOME TAX EXPENSE 31938 0 31938 CLE CREDIT HOUR FEES 212421 212421 BANK AND CREDIT CARD FE 174796 174796 MEMBER BENEFIT EXPENSES 115107 115107 305003 86285 218718 8428781 4818859 3609922 0 503684 227905 8193420 8292294 97113 66447 272587 255520 1893125 1147339 907576 745786 3946079 4369932 1558318 1558318 0 869564 15478777 16385766 960085 885853 1743689 743143 17268 880105 2721042 2509101 X 12757735 13876665 12757735 13876665 15478777 16385766 850507 268423 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 4280887 155750 155750 130139 25611 467609 318640 148969 1404963 808146 596817 20553 20553 0 745786 1919 INVESTMENTS 4369932 F 4369932 Operating ROU Asset 869564 869564 OPERATING LEASE LIABILITIES 873359 UNEXPENDED GRANTS 6746 880105 X 9529361 268423 268423 9260938 22046 -3696 18350 9279288 8410431 3696 3696 8406735 22046 22046 8428781 Part X, Line 2: THE ASSOCIATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION AND IS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(6). IT DOES, HOWEVER, RECEIVE INCOME, WHICH IS DEEMED TO BE UNRELATED TO ITS TAX EXEMPT PURPOSE. UNRELATED BUSINESS INCOME EXCEEDED THE SPECIFIC DEDUCTION ALLOWED, AND THEREFORE, A PROVISION FOR FEDERAL AND STATE INCOME TAXES WAS REQUIRED FOR THE YEARS ENDED JUNE 30, 2023 AND 2022 IN THE AMOUNT OF $31,938 AND $24,585, RESPECTIVELY. THE ASSOCIATION IS NOT CURRENTLY UNDER EXAMINATION BY THE INTERNAL REVENUE SERVICE OR THE STATE OF NORTH CAROLINA. Part XI, Line 4b - Other Adjustments: Loss on Fixed Asset Disposal -3,696. Part XII, Line 2d - Other Adjustments: Loss on Disposal of Fixed Assets 3,696. 1 EDUCATIONAL SCHOLARSHIPS 13 16358 Part I, Line 2: ALL SCHOLARSHIPS AWARDED ARE NEED-BASED WHICH REQUIRE THE APPLICANT TO SUBMIT FINANCIAL INFORMATION ABOUT THEIR PERSONAL AND FAMILY FINANCES. VOLUNTEER COMMITTEES REVIEW ALL APPLICATIONS TO INSURE COMPLIANCE WITH OUR GUIDELINES AND POLICIES. VOLUNTEER COMMITTEE MEMBERS MAY NOT REVIEW/APPROVE APPLICATIONS OF ANYONE RELATED TO THEM. X X X X 0 0 0 JASON M HENSLEY EXECUTIVE DIRECTOR & SECRETARY 355271 0 0 0 0 0 42133 0 13325 0 410729 0 0 0 VADDRICK PARKER SENIOR DIRECTOR OF MEMBERSHIP EXPERI 211818 0 0 0 0 0 28419 0 11599 0 251836 0 0 0 ASHLEY MILLS SENIOR DIRECTOR OF OPERATIONS 182232 0 0 0 0 0 24666 0 11317 0 218215 0 0 0 KIM BART MULLIKIN SENIOR DIRECTOR OF FOUNDATION 0 165704 0 0 0 0 0 22061 0 10197 0 197962 0 0 ERIN ROBBINS DIRECTOR OF MARKETING 144733 0 0 0 0 0 19891 0 13043 0 177667 0 0 0 MARK BRYANT DIRECTOR OF INFORMATION TECHNOLOGY 145124 0 0 0 0 0 19306 0 11317 0 175747 0 0 0 VIRGINIA CRAIG DIRECTOR OF FINANCE AND ACCOUNTING 146490 0 0 0 0 0 19052 0 10197 0 175739 0 0 0 RUSSELL RAWLINGS DIRECTOR OF COMMUNICATIONS 140444 0 0 0 0 0 17920 0 10197 0 168561 0 0 0 JEREMIAH HAMM CONTROLLER 124105 0 0 0 0 0 16550 0 11317 0 151972 0 0 0 Form 990, Part VI, Section A, line 6 THE ORGANIZATION'S BOARD OF GOVERNORS CONSIST OF MEMBERS AND EXECUTIVE COMMITTEE MEMBERS. REGULAR MEMBERS, SUSTAINING MEMBERS, AND MEMBERS EMERITUS HAVE VOTING RIGHTS AT THE ANNUAL MEETING AND ELECT MEMBERS TO THE BOARD. Form 990, Part VI, Section A, line 7a REGULAR MEMBERS, SUSTAINING MEMBERS, AND MEMBERS EMERITUS ELECT MEMBERS TO THE BOARD AT THE ANNUAL MEETING. IF THERE IS A VACANCY DURING THE YEAR, THE BOARD CAN FILL THE POSITION WITHOUT CALLING A SPECIAL MEETING OF THE MEMBERS. Form 990, Part VI, Section A, line 7b IF THERE ARE DECISIONS TO BE MADE AT THE TIME OF THE ANNUAL MEETING, THE REGULAR MEMBERS, SUSTAINING MEMBERS, AND MEMBERS EMERITUS MAY VOTE ON THEM. OTHERWISE, DURING THE YEAR, THE BOARD HOLDS OTHER MEETINGS AND ALL OF THE BOARD MEMBERS ARE ALLOWED TO VOTE. Form 990, Part VI, Section B, line 11b THE FORM 990 IS REVIEWED BY THE AUDIT & FINANCE COMMITTEE, WHO ARE ALL BOARD MEMBERS. Form 990, Part VI, Section B, line 12c A COPY OF THE CONFLICT OF INTEREST POLICY IS SENT ANNUALLY TO ALL STAFF MEMBERS AND LEADERS. THE EXECUTIVE DIRECTOR REPORTS ANY KNOWN CONFLICTS OF INTEREST TO THE EXECUTIVE COMMITTEE. Form 990, Part VI, Section B, line 15 ALL EMPLOYEES ARE EVALUATED ANNUALLY, AND THEIR PERFORMANCE AND A SALARY ADJUSTMENT, IF ANY, ARE DISCUSSED IN A MEETING OF THE TALENT DEVELOPMENT COMMITTEE (COMPOSED OF VOLUNTEER MEMBERS, CHAIRED BY A PAST PRESIDENT). ANY COMPENSATION ADJUSTMENT AGREED UPON IS THEN RECOMMENDED TO THE BOARD OF GOVERNORS OF THE NC BAR ASSOCIATION, IN EXECUTIVE SESSION, AND IS ULTIMATELY VOTED UPON. COMPARABLE SALARIES FOR OTHER BAR ASSOCIATION EXECUTIVE DIRECTORS AND OTHER EMPLOYEES ARE CONSIDERED AS WELL AS COMPARABLE SALARIES OF NOT-FOR-PROFIT ORGANIZATIONS IN THE GREATER REGION AND LOCAL COMMUNITY. THE EXECUTIVE DIRECTOR IS NOT IN THE ROOM WHEN HIS SALARY AND PERFORMANCE ARE DISCUSSED. Form 990, Part VI, Section C, line 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE ASSOCIATION'S MEMBERS UPON REQUEST. Form 990, Part XI, Line 2c: THE AUDIT & FINANCE COMMITTEE HAS OVERSIGHT FOR THE ANNUAL AUDIT OF THE FINANCIAL STATEMENTS. NORTH CAROLINA BAR FOUNDATION 8000 WESTON PARKWAY CARY NC 275132153 560767805 Foster and Support Statewide Public Service and Pro Bono Programs NC 501(c)(3) 509(a)(2) 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 North Carolina Bar Foundation K 308289 North Carolina Bar Foundation O 122000 North Carolina Bar Foundation C 32841 North Carolina Bar Foundation B 73926 North Carolina Bar Foundation Q 91000