2024-02-26T08:31:58-06:00 2023-06-30 410746749 CLIFTONLARSONALLEN 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2022-07-01 410745313 HENNEPIN COUNTY BAR ASSOCIATION HENN 6127526600 600 NICOLLET MALL 390 MINNEAPOLIS MN 55402 PAULA SCHULZE SENIOR DIR OF ADMINISTRATION 6127526600 2024-01-30 1 PAULA SCHULZE 999009999 1 JOHN TAUER P00294068 6123764500 2024-01-30 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHERYL DALBY 600 NICOLLET MALL 390 MINNEAPOLIS MN 55402 3583782 0 X WWW.HCBA.ORG X 1919 MN A WELCOMING COMMUNITY OF LAWYERS WHO ADVOCATE FOR THE PROFESSION, FOSTER ACCESS TO JUSTICE AND PROVIDE MEMBERS WITH SUPPORT AT EVERY STATE OF THEIR CAREERS. 25 25 0 300 21784 0 0 0 2820707 2829344 30993 73791 2582 99839 2854282 3002974 90000 90000 0 0 906027 946890 0 0 0 1691198 1637871 2687225 2674761 167057 328213 1631401 1992677 190298 177339 1441103 1815338 X THE MISSION OF THE HCBA IS TO SERVE THE NEEDS OF ITS MEMBERS BY ADVANCING PROFESSIONALISM, ETHICAL CONDUCT, DIVERSITY, COMPETENCE, PRACTICE DEVELOPMENT, AND COLLEGIALITY IN THE LEGAL PROFESSION. THE ASSOCIATION STRIVES TO ENSURE THE FAIRNESS AND ACCESSIBILITY OF THE LEGAL SYSTEM, PROMOTES PUBLIC UNDERSTANDING AND CONFIDENCE IN OUR SYSTEM OF JUSTICE, AND WORKS WITH THE COURTS TO IMPROVE THE ADMINISTRATION OF JUSTICE. 0 0 2488310 90000 THE HENNEPIN COUNTY BAR ASSOCIATION IS MINNESOTA'S LARGEST DISTRICT BAR ASSOCIATION AND HAS SERVED THE LEGAL PROFESSION AND COMMUNITY SINCE 1919. THE HCBA'S CURRENT MEMBERSHIP IS MADE UP OF OVER 7,000 ATTORNEYS, LAW STUDENTS, AND LEGAL PROFESSIONALS WHO EITHER WORK OR RESIDE IN HENNEPIN COUNTY. THE HCBA PROVIDES ITS MEMBERSHIP WITH PROFESSIONAL SERVICES AND PROGRAMS, AS WELL AS WORKS TO PROVIDE THE BROADER COMMUNITY WITH IMPROVED ACCESS TO JUSTICE CURRENT PROGRAMS. OFFERINGS INCLUDE - LAWYER REFERRAL AND INFORMATION SERVICE THAT ASSISTS OVER 10,000 INDIVIDUALS ANNUALLY, HELPING CONNECT THEM WITH ATTORNEYS AND OTHER RESOURCES THAT CAN PROVIDE SOLUTIONS TO THEIR LEGAL PROBLEMS - COMMUNICATION PUBLICATIONS FOCUSING ON SUBSTANTIVE LAW ISSUES AND LEGAL NEW - CONTINUING LEGAL EDUCATION (CLE) PROGRAMS, MANY FREE CLE FOR HCBA MEMBERS EACH YEAR - PARTNERSHIPS WITH LOCAL COURTS TO OFFER THE PUBLIC GREATER ACCESS TO FREE LEGAL ASSISTANCE - OPPORTUNITIES FOR PRO BONO WORK AND FINANCIAL SUPPORT TO LOCAL LEGAL SERVICES PROVIDERS - DIVERSITY INITIATIVES FOR THE LEGAL PROFESSION - ETHICS REVIEW PANEL - PUBLIC LEGAL EDUCATION PROGRAMS - NETWORKING AND SOCIAL EVENTS - LEADERSHIP OPPORTUNITIES THROUGH COMMITTEES AND SECTIONS - RECOGNITION/AWARDS PROGRAMS TO HIGHLIGHT AND ENCOURAGE PROFESSIONALISM AND DIVERSITY AND INCLUSION. 2488310 0 0 0 1 0 0 0 0 0 0 0 0 0 0 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 1 0 0 1 27 0 1 0 1 1 0 0 0 0 0 0 0 X 25 25 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X PAULA SCHULZE 6127526600 600 NICOLLET MALL NO 390 MINNEAPOLIS MN 55402 CHERYL DALBY CHIEF EXECUTIVE OFFICER 13.00 1.00 X 0 0 0 PAULA SCHULZE SENIOR DIRECTOR OF ADMINIS 17.00 1.00 X 0 0 0 BRANDON VAUGHN PAST PRESIDENT 7.00 1.00 X X 0 0 0 NICOLE KETTWICK PRESIDENT ELECT 5.00 1.00 X X 0 0 0 LANDON ASCHEMAN PRESIDENT 10.00 1.00 X X 0 0 0 MIKE BOULETTE TREASURER 3.00 X X 0 0 0 JESSICA KLANDER SECRETARY 3.00 X X 0 0 0 NICK RYAN NEW LAWYERS SECTION REPRES 3.00 X 0 0 0 THOMAS BERNDT BOARD MEMBER 1.00 X 0 0 0 RASHANDA BRUCE BOARD MEMBER 1.00 X 0 0 0 MICHAEL DITTBERNER BOARD MEMBER 1.00 X 0 0 0 JESSE DONG BOARD MEMBER 1.00 X 0 0 0 CRESSTON GACKLE BOARD MEMBER 1.00 X 0 0 0 HON RACHEL HUGHEY BOARD MEMBER 1.00 X 0 0 0 JADE JOHNSON BOARD MEMBER 1.00 X 0 0 0 PETER JOHNSON BOARD MEMBER 1.00 X 0 0 0 HON WILLIAM KOCH BOARD MEMBER 1.00 X 0 0 0 MELISSA KRASNOW BOARD MEMBER 1.00 X 0 0 0 STEPHANIE LAMPHERE BOARD MEMBER 1.00 X 0 0 0 BARRY LANDY BOARD MEMBER 1.00 X 0 0 0 CASEY MATTHIESEN BOARD MEMBER 1.00 X 0 0 0 ANDREA MEJIA BOARD MEMBER 1.00 X 0 0 0 TONI OJOYEYI BOARD MEMBER 1.00 X 0 0 0 HON ANN C O'REILLY BOARD MEMBER 1.00 X 0 0 0 MICHAEL PACELLI BOARD MEMBER 1.00 X 0 0 0 DANIELLE PEDEN BOARD MEMBER 1.00 X 0 0 0 NORM PENTELOVICH BOARD MEMBER 1.00 X 0 0 0 FARIS RASHID BOARD MEMBER 1.00 X 0 0 0 VANESSA RYBICKA BOARD MEMBER 1.00 X 0 0 0 0 0 0 0 0 0 1 ELIZABETH ROSHOLT WINDEN 301 4TH AVENUE S 272-O EXCHANGE BU MINNEAPOLIS MN 55415 COMMITMENT DEFENSE PROJECT 108268 JOEL FISHER 455 DAYTON 302 ST PAUL MN 55102 COMMITMENT DEFENSE PROJECT 108005 MICHAEL BIGLOW 331 SECOND AVENUE SOUTH 895 TRI-TE MINNEAPOLIS MN 55401 COMMITMENT DEFENSE PROJECT 107957 3 COMMITMENT DEFENSE PRO 900099 1171229 1171229 MEMBERSHIP DUES 900099 1130772 1130772 REFERRAL AND PROJECT F 900099 442649 442649 ASSOCIATION EVENTS 900099 34160 34160 MEMBERSHIP COMMUNICATI 541800 26122 4338 21784 24412 24412 2829344 49633 49633 19839 0 19839 19839 19839 604966 580808 24158 24158 24158 FOUNDATION REIMBURSEME 900099 80000 80000 80000 3002974 2807560 21784 173630 90000 709085 75459 104511 57835 10080 53225 76997 140996 197082 8782 5253 1282 17702 COMMITMENT DEFENSE PROJ 1049781 MISCELLANEOUS EXPENSES 60011 COMMITTEES AND SECTIONS 11586 OTHER PERSONNEL EXPENSE 4597 497 2674761 355112 154628 15467 494524 1250044 1332747 10778 10778 1631401 1992677 40398 27439 149900 149900 190298 177339 X 1441103 1815338 1441103 1815338 1631401 1992677 328213 46022 0 X X 0 1 X 1 0 0 1 0 0 X 3048996 46022 46022 3002974 0 3002974 2674761 0 2674761 0 2674761 PART X, LINE 2: THE ASSOCIATION IS CLASSIFIED AS A TAX-EXEMPT ORGANIZATION 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 DID NOT HAVE ANY CASH PAYMENTS FOR INCOME TAXES IN 2022. 1 HENNEPIN COUNTY BAR FOUNDATION 600 NICOLLET MALL MINNEAPOLIS MN 55402 416084117 501(C)(3) 90000 0 N/A N/A SUPPORT FOR PRO BONO LEGAL SERVICES 1 0 PART I, LINE 2: MANAGEMENT OF HCBA AND HCBF OVERLAP THE TWO ORGANIZATIONS AND THE USAGE OF GRANT FUNDS IS MONITORED ACCORDINGLY. X X X 0 0 0 SCHEDULE J, PART II TOP MANAGEMENT OFFICIAL AND TOP FINANCIAL OFFICIAL FOR HENNEPIN COUNTY BAR ASSOCIATION ARE EMPLOYEES OF UNRELATED ORGANIZATION, MINNESOTA STATE BAR ASSOCIATION. COMPENSATION IS PAID BY MINNESOTA STATE BAR ASSOCIATION TO INDIVIDUALS NOTED. HENNEPIN COUNTY BAR ASSOCIATION REIMBURSES MINNESOTA STATE BAR ASSOCIATION FOR THEIR PORTION OF PERSONNEL EXPENSES INCURRED UNDER A SHARED SERVICES AGREEMENT. COMPENSATION ALLOCATED TO HENNEPIN COUNTY BAR ASSOCIATION IS AS FOLLOWS: CHERYL DALBY, CEO - BASE COMPENSATION $71,811, OTHER COMPENSATION $12,340 PAULA SCHULZE, SR. DIRECTOR OF ADMINISTRATION - BASE COMPENSATION, $48,875, OTHER COMPENSATION $9,069 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE CONSISTING OF THE OFFICERS OF THE BOARD (SECRETARY, TREASURER, PRESIDENT-ELECT, AND PRESIDENT), THE IMMEDIATE PAST-PRESIDENT, AND THE CHAIR OF THE NEW LAWYERS SECTION, SHALL GENERALLY MANAGE THE ASSOCIATION'S AFFAIRS BETWEEN THE MEETINGS OF THE BOARD. IT SHALL ALSO INCLUDE THE CHIEF EXECUTIVE OFFICER AS A NON-VOTING MEMBER WHO SHALL NOT BE COUNTED AS PART OF THE QUORUM. THE EXECUTIVE COMMITTEE MAY ACT ON THE ASSOCIATION'S BEHALF TO THE EXTENT THAT SUCH ACTION IS NOT INCONSISTENT WITH THE BYLAWS, THE ARTICLES, OR ANY RULE, RESOLUTION, POLICY, PROCEDURE, OR PLAN THAT SUPPLEMENTS THEM. FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION'S BYLAWS DETAIL THE CLASSIFICATION OF MEMBERS AS REGULAR MEMBERS, ASSOCIATE MEMBERS, AND AFFILIATE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A A NOMINATING COMMITTEE, REPRESENTING THE VARIOUS CONSTITUENCIES OF HCBA, RECOMMENDS TO THE BOARD OF DIRECTORS THE CANDIDATES FOR OFFICER POSITIONS EACH YEAR. FORM 990, PART VI, SECTION A, LINE 7B GENERALLY, DECISIONS ARE MADE AND APPROVED BY THE BOARD OF DIRECTORS. OTHER THAN EXECUTIVE COMMITTEE MEETINGS, ALL MEETINGS ARE OPEN TO ANY MEMBER TO ATTEND. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 RETURN WILL BE DISTRIBUTED TO THE BOARD OF DIRECTORS AND WILL BE REVIEWED AND APPROVED PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS ARE ASKED TO SIGN A CONFLICT OF INTEREST POLICY AT THE BEGINNING OF EACH FISCAL YEAR. EVERY PERSON SERVING ON AN ASSOCIATION BODY HAS AN AFFIRMATIVE DUTY TO FULLY DISCLOSE, EITHER IN AN OPEN MEETING OR IN A LETTER TO THE PRESIDING OFFICER BEFORE A VOTE IS TAKEN, THAT A CONFLICT EXISTS OR IS LIKELY TO EXIST. A PERSON WHO HAS A CONFLICT OF INTEREST MAY ENTER INTO DEBATE CONCERNING SUCH MATTERS, PROVIDING THE DISCLOSURE HAS BEEN MADE. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION FOR OFFICERS AND KEY EMPLOYEES IS REVIEWED ANNUALLY. THE POSITIONS ARE COMPARED TO SIMILAR POSITIONS IN LIKE-SIZED ASSOCIATIONS AROUND THE COUNTRY AND TWIN CITIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. HENNEPIN COUNTY BAR FOUNDATION 600 NICOLLET MALL SUITE 390 MINNEAPOLIS MN 55402 416084117 FINANCIAL ASSISTANCE RELATED TO THE LAW & LEGAL SYSTEM MN 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 HENNEPIN COUNTY BAR FOUNDATION B 90000 CASH HENNEPIN COUNTY BAR FOUNDATION Q 80000 CASH