2024-03-14T19:17:58-05:00 2023-04-30 946214841 ARMANINO LLP 6 CITYPLACE DRIVE SUITE 900 ST LOUIS MO 63141 990 2022-05-01 430605907 BAR ASSOCIATION OF METROPOLITAN ST LOUIS BARA 3144214134 319 N 4TH STREET 100 ST LOUIS MO 63102 SUSAN MCCOURT BALTZ EXECUTIVE DIRECTOR 3144214134 2024-03-14 1 SUSAN MCCOURT BALTZ 999009999 0 JENNIFER M VACHA P01251998 3149831200 2024-03-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SUSAN MCCOURT BALTZ 319 N 4TH STREET 100 ST LOUIS MO 63102 1682963 0 X WWW.BAMSL.ORG X 1874 MO TO PROVIDE SUPPORT & ASSISTANCE TO MEMBERS 31 31 13 500 145243 0 165447 12250 1488243 1541555 1055 15697 132852 113461 1787597 1682963 7796 20944 0 0 816225 833353 0 0 0 719268 792674 1543289 1646971 244308 35992 2736236 3826872 508891 1563535 2227345 2263337 X THE BAR ASSOCIATION OF METROPOLITAN ST. LOUIS (BAMSL) SEEKS TO MAINTAIN THE HIGHEST PROFESSIONAL STANDARDS AMONG ATTORNEYS AND TO ENHANCE THEIR PROFESSIONAL COMPETENCE, TO IMPROVE THE ADMINISTRATION OF JUSTICE AND PROMOTE THE RULE OF LAW, TO SERVE THE NEEDS OF MEMBERS, AND TO PROVIDE LAW-RELATED SERVICES AND EDUCATION TO THE PUBLIC. 0 0 DUES, PARTNERSHIP, GENERAL OPERATION, SUSTAIN 6,494 MEMBERS, THE ASSOCIATION ORGANIZES RELEVANT EVENTS TO FOSTER THE GOALS OF THE ASSOCIATION. THERE ARE GROUPS, SUCH AS THE WOMEN IN THE LEGAL PROFESSION AND THE YOUNG LAWYERS DIVISION, WHICH PROVIDE OPPORTUNITY FOR MENTORING AND NETWORKING WITH PEERS AS WELL AS WITH OTHERS IN THE LEGAL COMMUNITY. THE ASSOCIATION ALSO STRIVES TO KEEP MEMBERS INFORMED THROUGH PUBLICATIONS SUCH AS THE ST. LOUIS BAR JOURNAL AND THE ST. LOUIS LAWYER MAGAZINE.DUE TO THE COVID-19 PANDEMIC, WE CONTINUE TO OFFER BOTH IN-PERSON AND VIRTUAL OPTIONS FOR OUR EVENTS AND MEETINGS; ALTHOUGH VIRTUAL MEETINGS REMAIN VERY POPULAR. THE MISSOURI BAR REQUIRES ALL LAWYERS ACTIVELY PRACTICING LAW IN MISSOURI TO COMPLETE 15 HOURS OF CONTINUING LEGAL EDUCATION (CLE) EVERY YEAR. THE ASSOCIATION OFFERS OVER 52 CLE CLASSES TO ALL LAYWERS WITH DISCOUNTED REGISTRATION FEES FOR MEMBERS EVERY YEAR.DUE TO THE COVID-19 PANDEMIC, WE CONTINUE TO OFFER BOTH IN-PERSON AND VIRTUAL OPTIONS FOR CLE SEMINARS; ALTHOUGH VIRTUAL OPTIONS REMAIN VERY POPULAR. THE LAWYER REFERRAL & INFORMATION SERVICE (LRIS) IS SPONSORED BY THE ASSOCIATION AS A PUBLIC SERVICE. THE LRIS MISSION IS TO ASSIST THE PUBLIC IN OBTAINING LEGAL SERVICES. IN OPERATION FOR MORE THAN 70 YEARS, THE LRIS SERVES AS THE GATEWAY BETWEEN THE PUBLIC AND THE LEGAL PROFESSION. DURING THE PAST YEAR, THE LRIS MADE APPROXIMATELY 2,980 REFERRALS TO LAWYERS AND OTHER AGENCIES AND SERVICES IN THE METROPOLITAN ST. LOUIS AREA. BEGINNING IN 2016, THIS IS THROUGH AN ONLINE PLATFORM. 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 13 1 1 1 0 0 0 1 1 0 0 0 X 31 31 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 3144214134 319 N 4TH STREET 100 ST LOUIS MO 63102 ANNE-MARIE BROCKLAND PRESIDENT 10.00 X X 0 0 0 HON KENDRA HOWARD PRESIDENT-ELECT 2.00 X X 0 0 0 KEVIN GUNN VICE PRESIDENT 2.00 X X 0 0 0 AMY REBECCA JOHNSON SECRETARY 2.00 X X 0 0 0 UNTRESS TREZ QUINN TREASURER 3.00 X X 0 0 0 ROBERT TOMASO IMMEDIATE PAST PRESIDENT 1.00 X 0 0 0 SARAH BARDOL YOUNG LAWYERS DIVISION CHAIR 4.00 X 0 0 0 KATIE COLVIN PATENT, TRADEMARK & COPYRIGHT CHAIR 1.00 X 0 0 0 DAVID CRAWFORD LABOR & EMPL. LAW SECT. CHAIR 1.00 X 0 0 0 ADRIENNE DAVIS PROBATE & TRUST LAW SECTION CHAIR 1.00 X 0 0 0 CYNTHIA GARNHOLZ MEMBER-AT-LARGE 0.50 X 0 0 0 SAM GLADNEY EMPLOYEE BENEFITS 1.00 X 0 0 0 JIM GOTTSCHALK MEMBER-AT-LARGE 0.50 X 0 0 0 ANNETTE HELLER MEMBER-AT-LARGE 0.50 X 0 0 0 AMY HOCH HOGENSON FAMILY & JUVENILE LAW SECTION CHAIR 1.00 X 0 0 0 KATHLEEN HOWARD SECURITIES LAW SECTION CHAIR 1.00 X 0 0 0 BRANDON JACKSON MEMBER-AT-LARGE 0.50 X 0 0 0 CARDINA JOHNSON MEMBER-AT-LARGE 0.50 X 0 0 0 ANDREA MCNAIRY MEMBER-AT-LARGE 0.50 X 0 0 0 JEFF MCPHERSON MEMBER-AT-LARGE 0.50 X 0 0 0 RENE MORENCY TAXATION SECTION CHAIR 1.00 X 0 0 0 TALMAGE NEWTON CRIMINAL LAW SECTION CHAIR 1.00 X 0 0 0 HON JASON SENGHEISER ABA DELEGATE 1.00 X 0 0 0 BRANDY SIMPSON WOMEN IN LEGAL PROFESSION CHAIR 1.00 X 0 0 0 ERICA SLATER MEMBER-AT-LARGE 0.50 X 0 0 0 DARIN SORRELL TRIAL SECTION CHAIR 1.00 X 0 0 0 JUSTIN STRAYHORN MINORITIES IN LEGAL PROFESSION CHAIR 1.00 X 0 0 0 DAVE TRUMAN MEMBER-AT-LARGE 0.50 X 0 0 0 SHERI TUCKER SOLO&SMALL FIRM PRACTITIONERS CHAIR 1.00 X 0 0 0 LYNN ANN VOGEL ABA DELEGATE 1.00 X 0 0 0 HON NICOLE ZELLWEGER MEMBER-AT-LARGE 0.50 X 0 0 0 SUSAN MCCOURT BALTZ EXECUTIVE DIRECTOR 32.50 X 170307 0 21675 170307 0 21675 1 0 1 0 0 12250 12250 MEMBERSHIP DUES 541100 891051 891051 MEETINGS AND EVENTS 541100 390325 390325 SUSTAINING PARTNERSHIP 541100 185000 185000 PUBLICATIONS 541100 61993 61993 REFERRAL INCOME 900099 13186 13186 1541555 7392 7392 20241 20241 8305 0 8305 8305 8305 SECRETARIAL PLACEMENT 561499 83250 83250 OTHER INCOME 900099 9970 9970 93220 1682963 1479562 145243 45908 20944 212595 507272 18259 41870 53357 5113 26040 60210 401 132748 162777 39111 259836 18980 17791 PRINTING & REPRODUCTION 35892 COMMISSION FEES 16120 BAD DEBT 12000 DUES & SUBSCRIPTIONS 5655 1646971 719055 661374 1943398 1802807 68 23312 45963 63779 589440 449487 27752 139953 0 1135647 2736236 3826872 138599 122675 338351 270279 31941 1170581 508891 1563535 X 2203338 2250162 24007 13175 2227345 2263337 2736236 3826872 35992 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 138530 125470 13060 450910 324017 126893 139953 RIGHT OF USE ASSET 1135647 1135647 OPERATING LEASE 1157453 FINANCE LEASE 13128 1170581 X 1682963 0 1682963 0 1682963 1646971 0 1646971 0 1646971 PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE (THE CODE), EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES AS DEFINED IN THE CODE. ACCORDINGLY, THE ASSOCIATION FILES AS A TAX-EXEMPT ORGANIZATION. THE ASSOCIATION FOLLOWS GUIDANCE ISSUED BY THE FASB ON ACCOUNTING FOR INCOME TAXES AND HAS EVALUATED ITS TAX POSITIONS, EXPIRING STATUES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS, AND BELIEVES THAT NO PROVISION FOR INCOME TAXES IS NECESSARY TO COVER ANY UNCERTAIN TAX POSITIONS. 1 ST LOUIS BAR FOUNDATION 555 WASHINGTON AVENUE STE 100 ST LOUIS MO 63101 430813495 501(C)(3) 13373 0 FOR THE PROMOTION OF LEGAL EDUCATION AND THE LEGAL PROFESSION 1 0 PART I, LINE 2: BAR ASSOCIATION OF METROPOLITAN ST. LOUIS ONLY PROVIDES FINANCIAL ASSISTANCE TO ORGANIZATIONS RECOGNIZED AS TAX-EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE ORGANIZATION MAINTAINS RECORDS TO SUBSTANTIATE THE AMOUNT OF ASSISTANCE AWARDED. X 0 0 0 SUSAN MCCOURT BALTZ EXECUTIVE DIRECTOR 170307 0 0 0 0 0 17932 0 3743 0 191982 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION HAS 6 CLASSES OF MEMBERS: (1) ANY ATTORNEY WHO IS A MEMBER IN GOOD STANDING OF THE MISSOURI BAR (2) ANY ATTORNEY WHO IS CURRENTLY LICENSED TO PRACTICE LAW BEFORE THE HIGHEST COURT OF ANOTHER STATE OR TERRITORY (3) ANY ATTORNEY WHO IS A FULL-TIME MEMBER OF A LAW SCHOOL FACULTY (4) ANY PERSON HOLDING A JURIS DOCTOR OR OTHER LAW DEGREE OR DEGREE OR CERTIFICATE FROM ANY COLLEGE, UNIVERSITY, OR INSTITUTE IN LEGAL ASSISTANT OR PARALEGAL TRAINING (5) ANY PERSON WHO HAS BEEN OR IS EMPLOYED IN A PARALEGAL, LIBRARIAN, LEGAL MARKETING, OR LEGAL ADMINISTRATOR POSITION BY ANY LAWYER, LAW FIRM, OR CORPORATION (6) ANY STUDENT ENROLLED IN AN ACCREDITED LAW SCHOOL ALSO, THE BOARD MAY APPROVE TO DESIGNATE ANY PERSON AS A HONORARY MEMBER OR LIFE MEMBER OF THIS ASSOCIATION IF THAT PERSON HAS MADE AN OUTSTANDING CONTRIBUTION TO THE ADMINISTRATION OF JUSTICE OR TO THE ADVANCEMENT OF THE PROFESSION. ALL MEMBERS IN CATEGORIES (1),(2), AND (3) AND ALL MEMBERS DESIGNATED AS HONORARY OR LIFE MEMBERS THAT ARE IN GOOD STANDING SHALL ENJOY ALL PRIVILEGES AND BENEFITS OF MEMBERSHIP IN THE ASSOCIATION INCLUDING THE RIGHT TO HOLD ELECTIVE OFFICE. ALL MEMBERS IN CATEGORIES (4),(5), AND (6) THAT ARE IN GOOD STANDING SHALL BE DEEMED "ASSOCIATE MEMBERS". ASSOCIATE MEMBERS SHALL NOT HAVE THE RIGHT TO VOTE OR HOLD ELECTIVE OFFICE. FORM 990, PART VI, SECTION A, LINE 7A ON AN ANNUAL BASIS, BAMSL MEMBERS ARE MAILED AN ELECTION BALLOT IN ORDER TO ELECT NEW MEMBERS TO THE BOARD. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT MAY ACT ON BEHALF OF THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE ASSOCIATION'S BOARD OF GOVERNORS FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, EMPLOYEES AND BOARD OF DIRECTORS MUST READ AND SIGN A STATEMENT OF DUALITY THAT STATES WHETHER OR NOT THEY HAVE OUTSIDE INTERESTS OR ACTIVITIES THAT MIGHT CAUSE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE APPROVES ALL SALARIES, RAISES AND DISCRETIONARY BONUSES, IF APPLICABLE. DECISIONS ARE MADE AFTER REVIEWING COMPARABILITY DATA AND ARE CONTEMPORANEOUSLY DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.