Civic Intelligence

Boston Bar Association

990 • Fiscal year 2019 • EIN 04-2164774

Sep 01, 2018 to Aug 31, 2019 • Filed on Jun 30, 2020

Organization ProfileWWW.BOSTONBAR.ORG

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16 Beacon StreetBoston, MA 02108

(617) 742-0615

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

69th percentile

0.37x

Higher debt load relative to assets than 69% of similar nonprofits.

2019 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

64th percentile

0.41x

Higher debt load relative to revenue than 64% of similar nonprofits.

2019 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2019

Net Margin

39th percentile

1.3%

Higher net margin than 39% of similar nonprofits.

2019 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

67th percentile

$343,745

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

2019 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2019

Asset Growth

34th percentile

2.0%

Faster asset growth than 34% of similar nonprofits.

2019 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

64th percentile

6.4%

Faster revenue growth than 64% of similar nonprofits.

2019 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$5,455,482

Up $105,772 (+2.0%) from 2018

Net Assets

Up

$3,451,326

Up $62,402 (+1.8%) from 2018

Liabilities

Up

$2,004,156

Up $43,370 (+2.2%) from 2018

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin39th percentile

Revenue

Up

$4,902,456

Up $295,590 (+6.4%) from 2018

Expenses

Up

$4,840,054

Up $397,964 (+9.0%) from 2018

Net Income

Down

$62,402

Down $102,374 (-62%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2011: $4,299,037Liabilities 2011: $1,546,290Net Assets 2011: $2,752,7472011Assets 2012: $4,324,539Liabilities 2012: $1,446,343Net Assets 2012: $2,878,1962012Assets 2013: $4,528,663Liabilities 2013: $1,581,790Net Assets 2013: $2,946,8732013Assets 2014: $4,734,821Liabilities 2014: $1,770,461Net Assets 2014: $2,964,3602014Assets 2015: $4,602,743Liabilities 2015: $1,505,331Net Assets 2015: $3,097,4122015Assets 2016: $4,664,819Liabilities 2016: $1,426,414Net Assets 2016: $3,238,4052016Assets 2017: $5,016,853Liabilities 2017: $1,792,705Net Assets 2017: $3,224,1482017Assets 2018: $5,349,710Liabilities 2018: $1,960,786Net Assets 2018: $3,388,9242018Assets 2019: $5,455,482Liabilities 2019: $2,004,156Net Assets 2019: $3,451,3262019Assets 2020: $5,538,304Liabilities 2020: $1,681,966Net Assets 2020: $3,856,3382020Assets 2021: $6,801,109Liabilities 2021: $2,154,391Net Assets 2021: $4,646,7182021Assets 2022: $6,132,875Liabilities 2022: $1,651,650Net Assets 2022: $4,481,2252022Assets 2023: $8,433,676Liabilities 2023: $4,042,498Net Assets 2023: $4,391,1782023Assets 2024: $8,654,674Liabilities 2024: $4,198,946Net Assets 2024: $4,455,7282024

Highlighted filing

2019

Assets$5,455,482
Liabilities$2,004,156
Net Assets$3,451,326
Open 2019 Filing

Operations Trend

Revenue Growth64th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $3,323,5872011Expenses 2012: $3,446,7862012Revenue 2013: $3,820,519Expenses 2013: $3,688,842Net Income 2013: $131,6772013Revenue 2014: $3,890,822Expenses 2014: $3,873,335Net Income 2014: $17,4872014Revenue 2015: $3,952,891Expenses 2015: $3,819,839Net Income 2015: $133,0522015Revenue 2016: $4,076,089Expenses 2016: $3,935,096Net Income 2016: $140,9932016Revenue 2017: $4,272,123Expenses 2017: $4,286,380Net Income 2017: -$14,2572017Revenue 2018: $4,606,866Expenses 2018: $4,442,090Net Income 2018: $164,7762018Revenue 2019: $4,902,456Expenses 2019: $4,840,054Net Income 2019: $62,4022019Revenue 2020: $4,669,608Expenses 2020: $4,264,596Net Income 2020: $405,0122020Revenue 2021: $4,897,304Expenses 2021: $4,106,924Net Income 2021: $790,3802021Revenue 2022: $4,451,231Expenses 2022: $4,616,724Net Income 2022: -$165,4932022Revenue 2023: $4,935,255Expenses 2023: $5,086,009Net Income 2023: -$150,7542023Revenue 2024: $4,976,843Expenses 2024: $5,192,171Net Income 2024: -$215,3282024

Highlighted filing

2019

Revenue$4,902,456
Expenses$4,840,054
Net Income$62,402
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Jun 30, 2020
Return Version
2018v3.2
Gross Receipts
$4,902,456
Mission and Program Overview

Mission

To advance the highest standards of excellence for the legal profession, to facilitate access to justice, and to serve the community at large. In support of this mission, the association will strive to 1) foster an inclusive community of lawyers by improving the quality of life of lawyers as people, as members of a profession with longstanding values and traditions, and as citizen-lawyers, 2) serve individual members and provide them with the tools, relationships, opportunities and resources to develop successful careers and practices, 3) serve law firms, in-house law departments, non-profits and public agencies in and closely connected to the legal profession, 4) increase access to justice for all, provide for the fair and efficient administration of justice, and enhance the quality of the law, 5) ensure that the governance structure, capacity and operations of the association are dynamic and suited to the task of accomplishing the association's goals and objectives.

To advance the highest standards of excellence for the legal profession, to facilitate access to justice, and to serve the community at large.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,396,480$1,823,466▼ $573,014
Land, Buildings, and Equipment, Net$1,562,633$1,822,841▲ $260,208
Cash and Non-Interest-Bearing Accounts$632,090$812,186▲ $180,096
Other Notes and Loans Receivable, Net$149,580$125,046▼ $24,534
Accounts Receivable$35,206$75,665▲ $40,459
Prepaid Expenses and Deferred Charges$33,713$52,440▲ $18,727
Total Assets$5,349,710$5,455,482▲ $105,772
Other Assets Total$540,008$743,838▲ $203,830
Liabilities
Deferred Revenue$915,596$1,026,540▲ $110,944
Accounts Payable and Accrued Expenses$639,927$612,958▼ $26,969
Other Liabilities$405,263$364,658▼ $40,605
Total Liabilities$1,960,786$2,004,156▲ $43,370
Net Assets / Fund Balance
Unrestricted Net Assets$3,375,924$3,438,326▲ $62,402
Temporarily Rstr Net Assets$13,000$13,000→ $0
Total Net Assets Fund Balance$3,388,924$3,451,326▲ $62,402
Total Liabilities and Net Assets / Fund Balance$5,349,710$5,455,482▲ $105,772

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,459,999$459,943$1,919,942
Leasehold Improvements$362,842$1,149,337$1,512,179
Other Assets Org$379,180--
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard M PageExecutive DirectorFT$316,664$27,081$343,745
Heather LearyAsst. Exec. DirectorFT$189,277$20,652$209,929
Megan EhrenpreisDirector of DevelopmentFT$156,885$18,222$175,107
Cara ForcellatiDirector of Finance & AdmiFT$148,462$17,591$166,053
Michael AvitzurDirector of Gov. RelationsFT$125,317$15,855$141,172

Board Members and Trustees

NameTitle
Mark D SmithBoard Member, President Emeritas
Jonathan M AlbanoCouncil President
Christine M NetskiCouncil President-elect
Martin F MurphyCouncil Vice President
Anthony a ScibelliBoard Member
Diana K LloydBoard Member
Diane E LopezBoard Member
Douglas R GoodingBoard Member
E Abim ThomasBoard Member
Elizabeth a SouleBoard Member
Erin K HigginsBoard Member
Hannah L KilsonBoard Member
Ian RoffmanBoard Member
Juliet a DavisonBoard Member
Kevin NolanBoard Member
Krietta Bowens JonesBoard Member
Lisa M TittemoreBoard Member
Maria R DurantBoard Member
Martha J Nahill FrahmBoard Member
Mary B StrotherBoard Member
Matthew Vp MctygueBoard Member
Paige Scott ReedBoard Member
Patricia WashienkoBoard Member
Patrick S TraceyBoard Member
Paul G LannonBoard Member
Peggy L HoBoard Member
Peter CoulombeBoard Member
Peter N LefkowitzBoard Member
Prasant D DesaiBoard Member
Rachel E HershfangBoard Member
Raquel WebsterBoard Member
Thomas O BeanBoard Member
Deborah J ManusCouncil Secretary
Anthony a FroioCouncil Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
J F Murray ConstructionBuilding Repairs14 THOMPSON POND RD, Stoneham, MA 02180$142,945
Revenue and Support

Revenue Composition

Contributions and Grants
$3,224,417
Program Service Revenue
$1,495,561
Investment Income
$32,786
Other Revenue
$149,692
All Other Contributions
$190,897
Change in Net Assets
$62,402

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,902,456
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,902,456
Total Revenue per Form 990
$4,902,456
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,046,570
Other Expenses$1,793,484
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$2,214,331
Conferences and Meetings---$471,610
Current Officers, Directors, Trustees, and Key Employees---$343,745
Occupancy---$294,277
Information Technology---$197,080
Payroll Taxes---$187,717
Other Employee Benefits---$175,607
Depreciation Depletion---$141,003
Pension Plan Contributions---$125,170
Fees for Services Other---$104,791
Office Expenses---$99,114
Advertising---$53,988
Other Expenses---$37,760
Fees for Services Accounting---$31,256
Insurance---$21,666
All Other Expenses---$16,211
Travel---$15,773
Interest---$287
Total Functional Expenses$0$0$0$4,840,054

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,840,054
Total Expenses per Audited Statements$4,840,054
Total Expenses per Form 990$4,840,054
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$95,511
Total Nondeductible Lobbying and Political Cost$95,511
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held for Others$364,658
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Members of the council work for law firms, corporations, law schools and government agencies. In the ordinary course of business, many lawyers and firms have existing business relationships with each other.”

Form 990, Part VI, Section A, Line 6

“The boston bar association has members who vote annually to elect the members of the governing body.”

Form 990, Part VI, Section A, Line 7A

“Any member of the bar, duly admitted to practice and in good standing in any commonwealth, state or territory of the united states, the district of columbia, or any foreign country, shall be eligible for membership in the association as a voting member.”

Form 990, Part VI, Section B, Line 11B

“The board of directors allocated the authority to approve the 990 prior to filing to the audit committee.”

Form 990, Part VI, Section B, Line 12C

“Annually all council members are required to read and sign the conflict policy. They are required to disclose and if appropriate recuse themselves from voting and or discussion.”

Form 990, Part VI, Section B, Line 15A

“A review committee of the outgoing president, the incoming president, the incoming vice president and the president of the boston bar foundation annually convene to review the executive director's performance and compensation. The review committee reads and studies the executive director's self assessment. The review committee,in considering the executive director's compensation, reviews the compensation history and data concerning comparable salaries of executive directors of the metropolitan bar associations and local non-profit organizations. The results of this process are summarized in a written performance review.”

Form 990, Part VI, Section C, Line 19

“Governing documents and conflict of interest policy are available to the public upon written request.”

Filing and Contact Details

Filer

Filer Name
Boston Bar Association
EIN
04-2164774
Phone
6177420615
Address
16 BEACON STREET, BOSTON, MA 02108

Signing Officer

Name
Richard M Page Jr
Title
Executive Director
Phone
6177420615
Signed
2020-06-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard M Page Jr
Formed
1886
Legal Domicile
Ma
Voting Board Members
34
Independent Board Members
34
Employees
47
Volunteers
2,611

Preparer

Firm
Gerald T Reilly & Company
Address
424 ADAMS STREET, MILTON, MA 02186
Preparer
Linda Kramer
Phone
6176968900
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“There have been no process changes to the committee's oversight of the audit of the financial statements.”

Raw XML AppendixShowing 400 of 763 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0TO ADVANCE THE HIGHEST STANDARDS OF EXCELLENCE FOR THE LEGAL PROFESSION, TO FACILITATE ACCESS TO JUSTICE, AND TO SERVE THE COMMUNITY AT LARGE.
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IRS990/Form990PartVIISectionAGrp/PersonNm26MARY B STROTHER
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IRS990/Form990PartVIISectionAGrp/PersonNm30PATRICIA WASHIENKO
IRS990/Form990PartVIISectionAGrp/PersonNm31RAQUEL WEBSTER
IRS990/Form990PartVIISectionAGrp/PersonNm32JULIET A DAVISON
IRS990/Form990PartVIISectionAGrp/PersonNm33KEVIN NOLAN
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IRS990/Form990PartVIISectionAGrp/PersonNm35CARA FORCELLATI
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IRS990/Form990PartVIISectionAGrp/PersonNm37MICHAEL AVITZUR
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IRS990/Form990PartVIISectionAGrp/TitleTxt3COUNCIL SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4COUNCIL VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt21BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt23BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt24BOARD MEMBER, PRESIDENT EMERITAS
IRS990/Form990PartVIISectionAGrp/TitleTxt25BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt26BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt27BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt28BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt29BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt30BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt31BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt32BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt33BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt34EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt35DIRECTOR OF FINANCE & ADMI
IRS990/Form990PartVIISectionAGrp/TitleTxt36ASST. EXEC. DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt37DIRECTOR OF GOV. RELATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt38DIRECTOR OF DEVELOPMENT
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IRS990/MissionDesc0TO ADVANCE THE HIGHEST STANDARDS OF EXCELLENCE FOR THE LEGAL PROFESSION, TO FACILITATE ACCESS TO JUSTICE, AND TO SERVE THE COMMUNITY AT LARGE. IN SUPPORT OF THIS MISSION, THE ASSOCIATION WILL STRIVE TO 1) FOSTER AN INCLUSIVE COMMUNITY OF LAWYERS BY IMPROVING THE QUALITY OF LIFE OF LAWYERS AS PEOPLE, AS MEMBERS OF A PROFESSION WITH LONGSTANDING VALUES AND TRADITIONS, AND AS CITIZEN-LAWYERS, 2) SERVE INDIVIDUAL MEMBERS AND PROVIDE THEM WITH THE TOOLS, RELATIONSHIPS, OPPORTUNITIES AND RESOURCES TO DEVELOP SUCCESSFUL CAREERS AND PRACTICES, 3) SERVE LAW FIRMS, IN-HOUSE LAW DEPARTMENTS, NON-PROFITS AND PUBLIC AGENCIES IN AND CLOSELY CONNECTED TO THE LEGAL PROFESSION, 4) INCREASE ACCESS TO JUSTICE FOR ALL, PROVIDE FOR THE FAIR AND EFFICIENT ADMINISTRATION OF JUSTICE, AND ENHANCE THE QUALITY OF THE LAW, 5) ENSURE THAT THE GOVERNANCE STRUCTURE, CAPACITY AND OPERATIONS OF THE ASSOCIATION ARE DYNAMIC AND SUITED TO THE TASK OF ACCOMPLISHING THE ASSOCIATION'S GOALS AND OBJECTIVES.

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,455,482
Liabilities
$2,004,156
Net assets
$3,451,326
Revenue
$4,902,456
Expenses
$4,840,054
Net income
$62,402
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.65$4.20$4.46$4.98$5.19$0.22
2023Detailed filing. Detailed filing data is available for this year.$8.43$4.04$4.39$4.94$5.09$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.13$1.65$4.48$4.45$4.62$0.17
2021Detailed filing. Detailed filing data is available for this year.$6.80$2.15$4.65$4.90$4.11$0.79
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.54$1.68$3.86$4.67$4.26$0.41
2019Detailed filing. Detailed filing data is available for this year.$5.46$2.00$3.45$4.90$4.84$0.06
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.35$1.96$3.39$4.61$4.44$0.16
2017Detailed filing. Detailed filing data is available for this year.$5.02$1.79$3.22$4.27$4.29$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.66$1.43$3.24$4.08$3.94$0.14
2015Detailed filing. Detailed filing data is available for this year.$4.60$1.51$3.10$3.95$3.82$0.13
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.73$1.77$2.96$3.89$3.87$0.02
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.53$1.58$2.95$3.82$3.69$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.32$1.45$2.88$3.45
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.30$1.55$2.75$3.32