2023-11-13T17:37:13-06:00 2022-12-31 930900579 MCDONALD JACOBS PC 520 SW YAMHILL ST STE 500 PORTLAND OR 97204 990 2022-01-01 237315437 MULTNOMAH BAR ASSOCIATION MULT 5032223275 620 SW FIFTH AVENUE 1220 PORTLAND OR 97204 GUY WALDEN EXECUTIVE DIRECTOR 5032223275 2023-11-07 1 GUY WALDEN 999009999 0 SANG AHN P00540880 5032270581 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TIM RESCH 620 SW FIFTH AVENUE 1220 PORTLAND OR 97204 947390 0 X WWW.MBABAR.ORG X 1906 OR LAWYERS ASSOCIATED FOR JUSTICE, SERVICE, PROFESSIONALISM, EDUCATION AND LEADERSHIP. 15 15 6 176 73434 14124 530234 565907 109561 171647 412 379 197336 209457 837543 947390 15892 18271 0 0 466929 462119 0 0 0 291968 366800 774789 847190 62754 100200 1552773 1532600 736660 616287 816113 916313 TO FURTHER THE ADMINISTRATION OF JUSTICE, PROMOTE THE CONTINUING LEGAL EDUCATION OF ATTORNEYS, AND PROVIDE MEMBERS WITH OPPORTUNITIES FOR SOCIAL AND PROFESSIONAL RELATIONSHIPS. 0 0 THE CONTINUING LEGAL EDUCATION PROGRAM FACILITATES AND PROMOTES CONTINUING LEGAL EDUCATION OF LAWYERS. 2,186 INDIVIDUALS ATTENDED ONE OR MORE OF THE 73 SEMINARS PRESENTED BY THE MBA. MBA PROGRAMS AND EVENTS FURTHER COLLEGIALITY OF THE LEGAL COMMUNITY, RAISE AND MAINTAIN DIGNITY AND HONOR OF THE LEGAL PROFESSION, AND PROMOTE SOCIAL AND PROFESSIONAL INTERRELATIONSHIPS OF ASSOCIATION MEMBERS. THE MBA PLANNED AND PRESENTED SEVERAL IN-PERSON SOCIAL/COLLEGIAL EVENTS INCLUDING THE FALL SOCIAL, ANNUAL DINNER AND BENCH BAR BAGELS EVENT. APPROXIMATELY 500 MEMBERS ATTENDED AT LEAST ONE NETWORKING EVENT IN 2022. THE MBA PROVIDED $9,380 IN CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS TO FUND CHARITABLE AND EDUCATIONAL ACTIVITIES WHICH INCREASE ACCESS TO JUSTICE, PROMOTE CIVIC EDUCATION AND FURTHER THE PUBLIC INTEREST. MBA ALSO PROVIDED LSAT 10 SCHOLARSHIPS TO INDIVIDUALS TOTALING $8,891. 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 9 0 6 1 1 1 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 X GUY WALDEN 5032223275 620 SW FIFTH AVENUE 1220 PORTLAND OR 97204 GUY WALDEN EXECUTIVE DIRECTOR 50.00 1.00 X 115000 0 13619 TIM RESCH PRESIDENT (BEG. 6/1/22) 3.00 X X 0 0 0 JOHN ROBB TREASURER (BEG. 6/1/22) 3.00 X X 0 0 0 TERRY WRIGHT SECRETARY (BEG. 6/1/22) 3.00 X X 0 0 0 JOVITA T WANG PAST PRES. (BEG. 6/1/22) 3.00 X X 0 0 0 NELLIE Q BARNARD TREASURER (TERM ENDED 5/31/22) 3.00 X X 0 0 0 JAQUELINE ALARCON SECR -531 PRESIDENT (6/1/22 - 9/13/22) 3.00 X X 0 0 0 VALERIE COLAS PAST PRESIDENT (1/1/22 - 5/31/22) 3.00 X X 0 0 0 NIKKI ABERCROMBIE BOARD MEMBER (BEG. 6/1/22) 0.20 X 0 0 0 AUSTIN BATALDEN BOARD MEMBER (BEG. 6/1/22) 0.20 X 0 0 0 DAVID I BEAN BOARD MEMBER (TERM ENDED 5/31/22) 0.20 X 0 0 0 MATTHEW D COLLEY BOARD MEMBER (BEG. 10/13/22) 0.20 X 0 0 0 BEN COX BOARD MEMBER (TERM ENDED 5/31/22) 0.20 X 0 0 0 SHERISA DAVIS-LARRY BOARD MEMBER 0.20 X 0 0 0 RENATA GOWIE BOARD MEMBER (BEG. 6/1/22) 0.20 X 0 0 0 ERYN KARPINSKI HOERSTER BOARD MEMBER 0.20 X 0 0 0 BRAD KRUPICKA BOARD MEMBER (BEG. 6/1/22) 0.20 X 0 0 0 HANSARY LAFOREST BOARD MEMBER (BEG. 6/1/22) 0.20 X 0 0 0 ARUNA MASIH BOARD MEMBER 0.20 X 0 0 0 KIRSTEN RUSH BOARD MEMBER (1/1/22 - 5/31/22) 0.20 X 0 0 0 GLORIA TRAINOR BOARD MEMBER 0.20 X 0 0 0 SHALINI VIVEK BOARD MEMBER 0.20 X 0 0 0 115000 0 13619 1 0 0 0 0 438090 127817 565907 CONTINUING LEGAL EDUCA 611430 100145 100145 MEETINGS 611430 71022 71022 COMMITTEE INCOME 900099 480 480 171647 379 379 136023 136023 ADVERTISING 541800 73434 73434 73434 947390 171647 73434 136402 18271 128619 263801 13191 22091 34417 7380 38570 33409 73565 116 63514 11266 7876 EXPENSES RELATED TO UBI 40881 DIRECT PROGRAM EXPENSES 33779 MEMBERSHIP EXPENSES 30798 CONTINUING PROFESSIONAL 9076 16570 847190 402132 260651 1077934 1105548 20117 21645 35027 38473 157607 147010 17563 10597 0 95686 1552773 1532600 39295 31253 287895 322914 92762 316708 262120 736660 616287 X 816113 916313 816113 916313 1552773 1532600 100200 0 X X 1 X 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 3811 2419 1392 81381 72176 9205 72415 72415 0 10597 OPERATING LEASE RIGHT-OF-USE ASSETS 95686 95686 MEDICAL PREMIUM PAYABLE 153644 OPERATING LEASE LIABILITIES 108476 262120 X PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC TOPIC 740 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE COMBINED FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC. 1 POWERSCORE TEST PREPARATION 57 HASELL STREET CHARLESTON SC 29401 300236931 8891 0 SCHOLARSHIPS FOR LSAT PREPARATION COURSE TUITION FOR 10 LAW SCHOOL APPLICANTS 1 PART I, LINE 2: THE ORGANIZATION FOLLOWS UP PERIODICALLY WITH RECIPIENT ORGANIZATION, ENSURING THE FUNDS ARE SPENT PROPERLY. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE CONSISTS OF THE BOARD OFFICERS AND MAY ALSO INCLUDE AT-LARGE BOARD DIRECTORS IF SELECTED BY THE PRESIDENT. IT MAY ACT ON BEHALF OF THE BOARD IN CONNECTION WITH ROUTINE ACTIONS AND TIME SENSITIVE MATTERS REQUIRING A DECISION BEFORE THE NEXT REGULARLY SCHEDULED BOARD MEETING. THE IMMEDAITE PAST PRESIDENT ONLY VOTES IN ORDER TO BREAK A TIE VOTE. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS ELECT THE MEMBERS OF THE GOVERNING BODY AND APPROVE CHANGES TO BYLAWS. FORM 990, PART VI, SECTION A, LINE 7A ANY MEMBER OF THE ASSOCIATION MAY BE NOMINATED TO SERVE ON THE BOARD BY FILING WITH THE ASSOCIATION BY NO LATER THAN MARCH 1 A NOMINATING PETITION ENDORSED BY THE NOMINEE AND AT LEAST TEN OTHER MEMBERS OF THE ASSOCIATION. THE SLATE OF CANDIDATES NOMINATED BY THE NOMINATING COMMITTEE AND BY PETITION IS SENT TO THE MEMBERSHIP OF THE ASSOCIATION AT LEAST 60 DAYS PRIOR TO THE MAY ANNUAL MEETING. AT LEAST 30 DAYS PRIOR TO THE ANNUAL MEETING, BALLOTS CONTAINING THE NAMES OF ALL NOMINEES FOR EACH DIRECTOR IS SENT TO THE MEMBERSHIP WITH THE REQUIREMENT THAT THEY BE RETURNED AT LEAST 20 DAYS PRIOR TO THE ANNUAL MEETING. THE FOUR PERSONS RECEIVING THE HIGHEST NUMBER OF VOTES FOR DIRECTOR ARE DECLARED DULY ELECTED. THE BOARD MAY OPT NOT TO SEND BALLOTS IF THERE ARE NOT MORE NOMINEES THAN OPEN POSITIONS, IN WHICH EVENT THE UNCONTESTED NOMINEES ARE DECLARED ELECTED. FORM 990, PART VI, SECTION A, LINE 7B IN THE INSTANCE WHERE THE GOVERNING BODY VOTES TO RAISE DUES BY MORE THAN $10, A MAJORITY OF LAWYER MEMBERS MUST VOTE IN FAVOR OF IT (PROVIDED A QUORUM IS MET). FORM 990, PART VI, SECTION B, LINE 11B THE MBA EXECUTIVE DIRECTOR AND MBA PRESIDENT WILL REVIEW THE 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY IS REVIEWED AT LEAST ONCE A YEAR WITH THE BOARD. BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST THAT ARISE. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE CONDUCTS THE ANNUAL, CONFIDENTIAL EVALUATION OF THE EXECUTIVE DIRECTOR, WHICH IS LED BY THE IMMEDIATE PAST PRESIDENT. BOARD MEMBERS SUBMIT A CONFIDENTIAL APPRAISAL FORM BY OCTOBER AND CONSIDERS OTHER INFORMATION SUCH AS THE EXECUTIVE DIRECTOR'S SELF-EVALUATION, ANY SPECIFIC GOALS SET FOR THE EXECUTIVE DIRECTOR YEAR AND PAST WRITTEN REVIEWS. INFORMAL INPUT FROM COMMITTEE CHAIRS, STAFF AND OTHERS MAY ALSO BE SOUGHT. THE EXECUTIVE COMMITTEE MEETS BEFORE OCTOBER 31 TO REVIEW THE COMPLETED APPRAISAL FORMS, SUMMARY, DRAFT EVALUATION AND APPROVE A WRITTEN EVALUATION. THE PAST PRESIDENT AND/OR THE PRESIDENT HOLD A MEETING WITH THE EXECUTIVE DIRECTOR TO REVIEW THE SUMMARY EVALUATION, DISCUSS PERFORMANCE EXPECTATIONS FOR THE COMING YEAR AND ADDRESS CONCERNS ABOUT PERFORMANCE. AFTER COMPLETION OF THE APPRAISAL PROCESS, THE PAST PRESIDENT AND/OR PRESIDENT DISCUSS THE BOARD'S REVIEW AND DECISIONS REGARDING THE COMPENSATION PACKAGE WITH THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. MULTNOMAH BAR FOUNDATION 620 SW FIFTH AVENUE SUITE 1220 PORTLAND OR 97204 202738888 TO INCREASE THE PUBLIC'S UNDERSTANDING OF THE LEGAL SYSTEM. OR 501(C)(3) LINE 7 MULTNOMAH BAR ASSOCIATION 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0