2024-11-15T11:03:28-06:00 2023-12-31 231518888 MAILLIE LLP 500 NORTH LEWIS RD LIMERICK PA 19468 990 2023-01-01 230888123 MONTGOMERY BAR ASSOCIATION MONT 6102799660 PO BOX 268 NORRISTOWN PA 194040268 DENISE VICARIO EXECUTIVE DIRECTOR 6102799660 2024-11-14 1 0 DONALD J PIERCE CPA P00635740 6109351420 2023 2024-10-15 13:58:12Z DENISE VICARIO PO BOX 268 NORRISTOWN PA 194040268 2524063 0 X WWW.MONTGOMERYBAR.ORG X 1930 PA TO PROMOTE THE PROMPT AND EFFICIENT ADMINISTRATION OF JUSTICE, EQUAL ACCESS TO LEGAL SERVICES 26 25 11 25 43449 18266 165452 0 1589976 1769191 106439 110316 38108 38404 1899975 1917911 47341 35311 514176 645140 797661 814243 0 0 0 675425 655981 2034603 2150675 -134628 -232764 3236244 3080134 543411 512945 2692833 2567189 X THE MISSION OF THE MONTGOMERY BAR ASSOCIATION IS TO PROMOTE PROFESSIONAL EXCELLENCE,FACILITATE ACCESS TO JUSTICE AND PROTECT THE INTEGRITY OF HTE LEGAL SYSTEM THROUGH SERVICE TO OUR MEMBERS AND COMMUNITY. MONTGOMERY BAR ASSOCIATION EMBRACES ITS RESPONSIBILITY TO PROVIDE ACCESS TO JUSTICE FOR ALL, EMPOWER MEMBERS TO EXHIBIT THE HIGHEST ETHICAL CONDUCT, CIVILITY, AND TECHNICAL COMPETENCE, AND WORK COOPERATIVELY WITH THE JUDICIARY IN ADDRESSING EMERGING LEGAL ISSUES IN MONTGOMERY COUNTY. 0 0 532129 811004 MONTGOMERY COUNTY LAW REPORTER - PUBLICATION OF LEGAL JOURNAL TO KEEP MEMBERS INFORMED ABOUT LEGAL MATTERS. 509930 35311 685103 PROGRAMS AND EVENTS - MEETING, SEMINARS, DINNERS, AND OTHER EVENTS FOR MEMBERS SUPERVISED BY VARIOUS COMMITTEES OF THE ASSOCIATION 199699 187615 BENCH BAR CONFERENCE 60502 62772 LAWYER REFERRAL SERVICE, LEGAL DIRECTORY, AND CONTINUING LEGAL EDUCATION. 60502 62772 1302260 0 0 0 1 0 0 0 0 0 1 1 0 0 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 1 0 0 1 14 0 1 11 1 1 1 0 0 0 0 0 0 0 X 26 25 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X DENISE S VICARIO 6102799660 100 WEST AIRY ST NORRISTOWN PA 194040268 DENISE VICARIO EXECUTIVE DIRECTOR 45.00 1.00 X X 175500 0 11334 SARINIA FEINMAN IMMEDIATE PAST PRESIDENT 1.00 1.00 X X 0 0 0 JUSTIN A BAYER PRESIDENT 1.00 1.00 X X 0 0 0 LISA A SHEARMAN PRESIDENT- ELECT 1.00 0.00 X X 0 0 0 SETH WILSON VICE PRESIDENT 1.00 1.00 X X 0 0 0 COLIN O'BOYLE TREAUSRER 1.00 1.00 X X 0 0 0 JOSEPH WALSH SECRETARY 1.00 0.00 X X 0 0 0 MARK D TURETSKY BOARD MEMBER 1.00 0.00 X 0 0 0 ETHAN O'SHEA BOARD MEMBER 1.00 1.00 X 0 0 0 MARY KAY KELM BOARD MEMBER 1.00 0.00 X 0 0 0 PATRICE M TURENNE BOARD MEMBER 1.00 0.00 X 0 0 0 EMILY GREER HIPPLER BOARD MEMBER 1.00 0.00 X 0 0 0 JIMMY CHONG BOARD MEMBER 1.00 0.00 X 0 0 0 DAVID DOWNEY BOARD MEMBER 1.00 0.00 X 0 0 0 JASON EDWARDS BOARD MEMBER 1.00 0.00 X 0 0 0 MARK FISCHER BOARD MEMBER 1.00 0.00 X 0 0 0 CARY HALL BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN HAN BOARD MEMBER 1.00 0.00 X 0 0 0 REBECCA HOBBS BOARD MEMBER 1.00 0.00 X 0 0 0 LAUREN HUGHES BOARD MEMBER 1.00 0.00 X 0 0 0 KELLEY MENZANO FAZZINI BOARD MEMBER 1.00 0.00 X 0 0 0 RANDI RUBIN BOARD MEMBER 1.00 0.00 X 0 0 0 REBECCA SALLEN BOARD MEMBER 1.00 0.00 X 0 0 0 JAMES SCHU BOARD MEMBER 1.00 0.00 X 0 0 0 ANITA SETH BOARD MEMBER 1.00 0.00 X 0 0 0 AAROM WEEMS BOARD MEMBER 1.00 0.00 X 0 0 0 JAMES MATHIAS DIRECTOR MARKETING 45.00 0.00 X 100500 0 18000 276000 0 29334 2 0 1 0 0 PUBLICATION LAW REPORT 541800 811004 811004 COMMITTEES 813910 537575 537575 DUES FROM MEMBERS 813910 396113 396113 MONTGOMERY COUNTY LAW 541800 24499 24499 1769191 62910 62910 19000 1348 17652 17652 17652 652210 604804 47406 47406 47406 ENDORSEMENTS 900099 18950 18950 OTHER 900099 1802 1802 20752 1917911 1746494 43449 127968 35311 35311 645140 645140 186834 93417 93417 490120 239369 250751 20968 3370 17598 60457 32186 28271 55864 25917 29947 25821 23277 2544 3157 3157 12468 12468 50000 50000 77449 28630 48819 21038 21038 71751 71751 40233 40233 3910 3910 122532 398 122134 34626 34626 PRINTING AND PUBLICATIO 102417 82812 19605 GENERAL EXPENSES 70847 20002 50845 PUBLIC RELATIONS 18339 18339 PRESIDENT EXPENSES 1393 1393 2150675 1302260 848415 0 165207 130916 7854 16902 313948 245265 3603 2939 53650 73958 4576763 3724610 935248 852153 687861 721316 1001409 982129 67464 54556 3236244 3080134 291615 252780 201000 221932 50796 38233 543411 512945 X 2692833 2567189 2692833 2567189 3236244 3080134 -232764 106923 197 0 X X 0 1 X 1 0 0 0 0 720345 3157 3157 0 3157 179037 179037 3212890 2599184 613706 839058 781245 57813 345778 344181 1597 852153 ETFS 980513 F ACCRUED INVESTMENT INCOME 1616 F 982129 OTHER CURRENT LIABILITIES 4311 RIGHT OF USE LIABILITY 33922 38233 X 2012366 106923 106923 1905443 12468 12468 1917911 2138207 0 2138207 12468 12468 2150675 PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER CODE SECTION 50L(C)(6); HOWEVER, THE ASSOCIATION PAYS TAX ON ITS UNRELATED BUSINESS INCOME. ACTIVITIES SUBJECT TO UNRELATED BUSINESS INCOME INCLUDE ADVERTISING, ENDORSEMENTS, PROFESSIONAL DEVELOPMENT SERVICES, AND THE SALE OF THE ASSOCIATION'S PROPRIETARY SOFTWARE. 1 MONTGOMERY COUNTY LEGAL AID 625 SWEDE STREET NORRISTOWN PA 19401 231901014 21475 0 GENERAL SUPPORT MONTGOMERY CHILD ADVOCACY PROJECT 409 CHERRY STREET NORRISTOWN PA 19401 201460574 13836 0 GENERAL SUPPORT 2 X X 0 0 0 DENISE VICARIO EXECUTIVE DIRECTOR 175500 0 0 0 0 0 0 0 11334 0 186834 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS A MEMBERSHIP OF APPROXIMATELY 2,000 LAWYERS LOCATED IN MONTGOMERY COUNTY, PENNSYLVANIA. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE ORGANIZATION ELECT THE MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS HAVE THE ABILITY TO CHANGE THE ORGANIZATION'S BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990. THE EXECUTIVE DIRECTOR REVIEWS FORM 990 WITH THE TREASURER. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICTS POLICY. THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR OBTAINING A "CONFLICT DISCLOSURE FORM" FROM ALL DIRECTORS, OFFICERS, AND COMMITTEE CHAIRPERSONS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR TOP OFFICIAL AND OFFICERS. THE PERSONNEL AND SALARY COMMITTEE APPROVES COMPENSATION, THE COMMITTEE REVIEWS NATIONAL AND PA BAR EXECUTIVE SALARIES STUDIES AND NONPROFIT NATIONAL SURVEYS FOR COMPARISON WHEN AVAILABLE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION UPON REQUEST FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR. MONTGOMERY BAR FOUNDATION PO BOX 268 NORRISTOWN PA 19404 232436024 TO IMPROVE, FACILITATE AND SUPPORT JUSTICE AND FAIR TREATMENT FOR ALL. PA 501(C)(3) LINE 10 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0