2024-12-10T17:12:06-06:00 2024-06-30 410746749 CLIFTONLARSONALLEN 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2023-07-01 411112298 MINNESOTA STATE BAR ASSOCIATION MINN 6123331183 33 SOUTH 6TH STREET 4540 MINNEAPOLS MN 55402 CHERYL DALBY CHIEF EXECUTIVE OFFICER 6123331183 2024-12-10 1 0 ANN NEIL P01817922 6123764500 2024-12-10 2023 2024-10-15 13:58:12Z X CHERYL DALBY 33 SOUTH 6TH STREET 4540 MINNEAPOLS MN 55402 8769733 0 X WWW.MNBARS.ORG X 1973 MN PROMOTE THE STUDY & UNDERSTANDING OF LAW AMONG MEMBERS OF THE BAR AND GENERAL PUBLIC 16 16 48 200 228706 0 0 986437 5327156 5386674 117850 661332 45576 46527 5490582 7080970 0 0 0 0 2258532 2216702 0 0 0 3596703 3697325 5855235 5914027 -364653 1166943 6678188 7368268 3317078 3131654 3361110 4236614 THE MINNESOTA STATE BAR ASSOCIATION IS A NON-PROFIT CORPORATION WHOSE OBJECTIVES ARE PRIMARILY TO PROMOTE STUDY AND UNDERSTANDING OF LAW AMONG MEMBERS OF THE BAR AND GENERAL PUBLIC, TO FOSTER RESPECT FOR THE LAW AND TO MAINTAIN THE INTEGRITY OF THE LEGAL PROFESSION. 0 0 BENCH & BAR IS MSBA'S PREMIER PUBLICATION, PROVIDING MEMBERS WITH MONTHLY UPDATES ON DEVELOPMENTS IN THE LAW, ISSUES FACING THE PROFESSION, PRACTICE TIPS, ANALYSIS, AND COMMENTARY. MSBA ALSO PROVIDES MANY ONLINE SERVICES FOR ITS MEMBERS, INCLUDING PRACTICE TOOLS FOR RESEARCH, CURRENT INFORMATION ON LEGISLATION, COURT DECISIONS, AND ETHICS; AND LINKS TO PROFESSIONAL AND SOCIAL MEDIA CONNECTIONS. ANNUAL CONVENTIONS: MEETINGS OF ASSOCIATION'S MEMBERS AND OTHER LEGAL ASSOCIATIONS TO CONDUCT ANNUAL BUSINESS MEETINGS, EDUCATIONAL PROGRAMS, SOCIAL EVENTS AND OTHER ACTIVITIES. THE ASSOCATION PROVIDES THE SERVICE OF COLLECTING DUES FOR VARIOUS OTHER ORGANIZATIONS. SUCH DUES ARE COLLECTED WITH THE ASSOCIATION'S DUES, AND ARE SUBSEQUENTLY FORWARDED TO THE APPROPRIATE ORGANIZATIONS. DUES COLLECTED FOR/REMITTED TO: DISTRICTS $1,453,320, MN STATE BAR FOUNDATION $60,101. 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 26 0 1 48 1 1 1 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X TIM GIVING 6123331183 33 SOUTH 6TH STREET MINNEAPOLIS MN 55402 CHERYL DALBY CEO 40.00 0.00 X 216630 0 37154 PAULA SCHULZE SENIOR DIRECTOR OF ADMINISTRATION 22.00 18.00 X 129033 0 24142 JOSEPH SATTER SENIOR DIRECTOR OF COMMUNICATIONS 28.00 12.00 X 121970 0 17640 NANCY MISCHEL SENIOR DIRECTOR OF POLICY 38.00 2.00 X 116883 0 18796 JENNIFER CARTER SENIOR DIRECTOR OF LEGAL PRACTICE TECHNOLOGY 36.00 4.00 X 111588 0 19911 TIM GIVING DIRECTOR OF FINANCE 26.00 14.00 X 84629 0 24980 MR PAUL FLOYD PRESIDENT, BOARD MEMBER 24.00 0.00 X X 0 0 0 MR SAMUEL J EDMUNDS PRESIDENT-ELECT, BOARD MEMBER 15.00 0.00 X X 0 0 0 MR KENYA BODDEN SECRETARY, BOARD MEMBER 7.00 0.00 X X 0 0 0 MR TOM PACK TREASURER, BOARD MEMBER 7.00 1.00 X X 0 0 0 MR LANDON ASCHEMAN BOARD MEMBER 0.50 1.00 X 0 0 0 MS CARYN A BOISEN BOARD MEMBER 0.50 0.00 X 0 0 0 MS CAMILLE BRYANT BOARD MEMBER 0.50 0.00 X 0 0 0 MS SARAH SOUCIE EYBERG BOARD MEMBER 0.50 0.00 X 0 0 0 MS LEANNE FUITH BOARD MEMBER 0.50 0.00 X 0 0 0 MR COLIN HARGREAVES BOARD MEMBER 0.50 0.00 X 0 0 0 MR BROOKE HEIM BOARD MEMBER 0.50 0.00 X 0 0 0 MS BROOK MALLAK BOARD MEMBER 0.50 0.00 X 0 0 0 MR B STEVEN MESSICK BOARD MEMBER 0.50 0.00 X 0 0 0 MR DAN MORENO BOARD MEMBER 0.50 0.00 X 0 0 0 MR GARRET PREHATNEY BOARD MEMBER 0.50 0.00 X 0 0 0 MR MATTHEW RALPH BOARD MEMBER 0.50 0.00 X 0 0 0 MR JERRY SISK BOARD MEMBER 0.50 0.00 X 0 0 0 MR REGINALD SNELL BOARD MEMBER 0.50 0.00 X 0 0 0 MS JESSIE L SOGGE BOARD MEMBER 0.50 0.00 X 0 0 0 MR BRANDON VAUGHN BOARD MEMBER 0.50 0.00 X 0 0 0 MS SARAH GRACE ZABEL BOARD MEMBER 0.50 0.00 X 0 0 0 780733 0 142623 6 0 1 0 THE LAW OFFICE OF BRYAN LAKE 4219 26TH AVENUE S MINNEAPOLIS MN 55406 LOBBYIST 129600 1 986437 986437 MEMBERSHIP DUES 900099 4468591 4468591 OTHER MEMBER SERVICES 900099 326713 326713 PUBLICATION REVENUE 541800 208017 8253 199764 OTHER PROGRAMS 900099 193045 164103 28942 CERTIFICATION PROGRAMS 900099 109003 109003 81305 81305 5386674 148491 148491 40473 40473 2201604 1688763 512841 512841 512841 MISCELLANEOUS GENERAL REVENUE 900099 6054 6054 6054 7080970 5157968 228706 707859 413955 1374980 78658 210367 138742 185365 129600 57570 4635 261824 227797 284082 1334 51979 1513421 113543 23311 OTHER EXPENSES 318447 MEMBER SERVICES 284097 TECHNOLOGY 135564 LICENSE FEES 104756 5914027 2179077 2428671 0 986437 80133 72479 231256 212973 3541571 3272217 345172 269354 3450990 2704824 391560 693530 6678188 7368268 1068344 576422 1702452 1703846 149900 149900 396382 701486 3317078 3131654 X 3361110 4236614 3361110 4236614 6678188 7368268 1166943 -291439 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 2867799 129600 129600 114712 14888 1320251 1320251 0 2221320 1951966 269354 269354 RIGHT OF USE ASSET 693530 693530 LEASE LIABILITY 701486 701486 X PART X, LINE 2: THE MSBA IS CLASSIFIED AS A TAX-EXEMPT ASSOCIATION UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE AND IS SUBJECT TO FEDERAL AND STATE INCOME TAX ONLY ON NET UNRELATED BUSINESS INCOME. THE ASSOCIATION REVIEWS INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN INCOME TAX RETURNS TO DETERMINE IF THERE ARE ANY INCOME TAX UNCERTAINTIES. THIS INCLUDES POSITIONS THAT THE ENTITY IS EXEMPT FROM INCOME TAXES OR NOT SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME. THE ASSOCIATION RECOGNIZES TAX BENEFITS FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES. MSBA AND CLE FILE INFORMATIONAL RETURNS AS TAX EXEMPT ORGANIZATIONS. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE IRS. THE ASSOCIATION HAS IDENTIFIED NO INCOME TAX UNCERTAINTIES. X X X 0 0 0 CHERYL DALBY CEO 216630 0 0 0 0 0 24410 0 12744 0 253784 0 0 0 PAULA SCHULZE SENIOR DIRECTOR OF ADMINISTRATION 129033 0 0 0 0 0 14193 0 9949 0 153175 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE, CONSISTING OF THE FOUR MSBA OFFICERS, MAY EXERCISE THE POWERS AND FUNCTIONS OF THE BOARD OF GOVERNORS BETWEEN MEETINGS OF THE BOARD; HOWEVER, IT SHALL DO SO (I) ONLY WITH RESPECT TO EMERGENCY MATTERS, (II) UPON A FINDING BE THREE MEMBERS OF THE EXECUTIVE COMMITTEE THAT ACTION WITH REFERENCE TO AN IMPORTANT MATTER SHOULD BE TAKEN BY THE ORGANIZATION, AND (III) THAT SUCH ACTION CANNOT REASONABLY BE TAKEN BY THE BOARD ITSELF WITHIN THE REQUISITE TIME. THE EXECUTIVE COMMITTEE SHALL NOT UNREASONABLY MODIFY ANY ACTION TAKEN BY THE BOARD OR ACT IN A MANNER INCONSISTENT WITH AN ACTION OF THE BOARD OR ASSEMBLY. ADDITIONAL INFORMATION IS IN THE ORGANIZATION'S BYLAWS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS REGULAR MEMBERS, RETIRED MEMBERS, EMERITUS MEMBERS, AND ASSOCIATE MEMBERS. THE ORGANIZATION'S BYLAWS DEFINE THE SEPARATE CLASSES OF MEMBERSHIP AND THE RIGHTS, PRIVILEGES, AND RESPONSIBILITIES OF EACH CLASS. FORM 990, PART VI, SECTION A, LINE 7A THE ASSOCIATION'S BYLAWS, WHICH ARE POSTED ON THE ORGANIZATION'S WEBSITE, DETAIL THE ASSOCIATION'S STRUCTURE, INCLUDING THE REPRESENTATION IN THE ASSOCIATION'S ASSEMBLY, BOARD OF GOVERNORS, SECTIONS, COMMITTEES, AND EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE AND BOARD OF GOVERNORS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST ARE MANAGED THROUGH THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER AND BOARD OF GOVERNORS, AS DESCRIBED IN THE WRITTEN POLICY, WHICH IS POSTED ON MSBA'S WEBSITE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS A JOINT COORDINATING COMMITTEE THAT DETERMINES AND APPROVES COMPENSATION AND BENEFITS FOR ALL EMPLOYEES. THE COMMITTEE USES COMPENSATION SURVEYS TO SUPPORT ITS DETERMINATION OF EXECUTIVE COMPENSATION AND BENEFITS. THIS PROCESS LAST TOOK PLACE IN 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON WRITTEN REQUEST. THE MSBA'S GOVERNING DOCUMENTS, INCLUDING ITS ARTICLES OF INCORPORATION, BYLAWS, AND ORGANIZATIONAL STRUCTURE ARE ON MSBA'S WEBSITE. MINNESOTA CONTINUING LEGAL EDUCATION 2550 UNIVERSITY AVENUE WEST 160S ST PAUL MN 55114 611571924 CONTINUING LEGAL EDUCATION MN 501(C)(3) LINE 11 MINNESOTA STATE BAR ASSOCIATION 1 MINNESOTA STATE BAR FOUNDATION 33 SOUTH 6TH STREET SUITE 4540 MINNEAPOLIS MN 55402 416023581 AWARD GRANT MONIES TO LAW-RELATED CHARITABLE ORGANIZATIONS MN 501(C)(3) LINE 7 N/A 0 AMICUS SOCIETY 33 SOUTH 6TH STREET SUITE 4540 MINNEAPOLIS MN 55402 411449176 SUPPORT FOR VOLUNTEER ATTORNEYS MN 501(C)(3) LINE 7 MINNESOTA STATE BAR ASSOCIATION 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 NO TRANSACTIONS WITH RELATED ORGANIZATIONS EXCEEDED REPORTING THRESHOLDS