Civic Intelligence

Dauphin County Bar Association

EIN 23-6256001 • 501(c)6 • Harrisburg, PA

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Profile

The purposes of the dauphin county bar association are to advance the science of jurisprudence, to promote the administration of justice, to encourage a thorough legal education, to promote continuing legal education, to uphold the honor and dignity of the bar, to encourage the fulfillment of the obligations of the profession among its members to the courts and to society, to promote programs to provide effective, affordable legal services to all segments of society, to cultivate cordial intercourse among the members of the association and to perpetuate the history of the profession and the memory of its members and such kindred purposes as the association may from time to time determine.

213 North Front StreetHarrisburg, PA 17101

www.dcba-pa.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

71st percentile

0.20x

Higher debt load relative to assets than 71% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

76th percentile

0.24x

Higher debt load relative to revenue than 76% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Net Margin

58th percentile

6.7%

Higher net margin than 58% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

85th percentile

$142,769

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 18.3% of source-year revenue.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Asset Growth

72nd percentile

14%

Faster asset growth than 72% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

7th percentile

-25%

Faster revenue growth than 7% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$798,638

Up $15,355 (+2.0%) from 2023

Liabilities

Up

$137,484

Up $12,727 (+10%) from 2023

Net Assets

Up

$661,154

Up $2,628 (+0.4%) from 2023

Operations
Liabilities / Revenue76th percentileNet Margin58th percentile

Revenue

Up

$1,037,722

Up $94,690 (+10%) from 2023

Expenses

Down

$1,028,162

Down $16,781 (-1.6%) from 2023

Net Income

Up

$9,560

Up $111,471 (+109%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2010: $1,061,766Liabilities 2010: $97,004Net Assets 2010: $964,7622010Assets 2011: $887,504Liabilities 2011: $30,276Net Assets 2011: $857,2282011Assets 2012: $912,397Liabilities 2012: $38,433Net Assets 2012: $873,9642012Assets 2013: $964,600Liabilities 2013: $39,286Net Assets 2013: $925,3142013Assets 2014: $931,241Liabilities 2014: $39,381Net Assets 2014: $891,8602014Assets 2015: $1,000,108Liabilities 2015: $46,298Net Assets 2015: $953,8102015Assets 2016: $1,014,988Liabilities 2016: $54,685Net Assets 2016: $960,3032016Assets 2017: $1,038,336Liabilities 2017: $32,964Net Assets 2017: $1,005,3722017Assets 2018: $1,016,999Liabilities 2018: $70,307Net Assets 2018: $946,6922018Assets 2019: $933,252Liabilities 2019: $71,804Net Assets 2019: $861,4482019Assets 2020: $902,139Liabilities 2020: $199,884Net Assets 2020: $702,2552020Assets 2021: $961,003Liabilities 2021: $147,563Net Assets 2021: $813,4402021Assets 2022: $903,467Liabilities 2022: $143,030Net Assets 2022: $760,4372022Assets 2023: $783,283Liabilities 2023: $124,757Net Assets 2023: $658,5262023Assets 2024: $798,638Liabilities 2024: $137,484Net Assets 2024: $661,1542024

Highlighted filing

2024

Assets$798,638
Liabilities$137,484
Net Assets$661,154
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,125,5592010Expenses 2011: $1,171,6152011Expenses 2012: $1,109,8532012Revenue 2013: $1,246,974Expenses 2013: $1,195,624Net Income 2013: $51,3502013Revenue 2014: $1,044,724Expenses 2014: $1,078,178Net Income 2014: -$33,4542014Revenue 2015: $1,197,960Expenses 2015: $1,136,010Net Income 2015: $61,9502015Revenue 2016: $1,144,692Expenses 2016: $1,138,199Net Income 2016: $6,4932016Revenue 2017: $1,224,246Expenses 2017: $1,230,900Net Income 2017: -$6,6542017Revenue 2018: $1,116,614Expenses 2018: $1,175,294Net Income 2018: -$58,6802018Revenue 2019: $1,107,167Expenses 2019: $1,192,411Net Income 2019: -$85,2442019Revenue 2020: $830,687Expenses 2020: $989,880Net Income 2020: -$159,1932020Revenue 2021: $1,033,215Expenses 2021: $922,030Net Income 2021: $111,1852021Revenue 2022: $916,885Expenses 2022: $969,888Net Income 2022: -$53,0032022Revenue 2023: $943,032Expenses 2023: $1,044,943Net Income 2023: -$101,9112023Revenue 2024: $1,037,722Expenses 2024: $1,028,162Net Income 2024: $9,5602024

Highlighted filing

2024

Revenue$1,037,722
Expenses$1,028,162
Net Income$9,560
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$798,638
Liabilities
$137,484
Net assets
$661,154
Revenue
$1,037,722
Expenses
$1,028,162
Net income
$9,560
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.80$0.14$0.66$1.04$1.03$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.78$0.12$0.66$0.94$1.04$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.90$0.14$0.76$0.92$0.97$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.96$0.15$0.81$1.03$0.92$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.90$0.20$0.70$0.83$0.99$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.93$0.07$0.86$1.11$1.19$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.02$0.07$0.95$1.12$1.18$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.04$0.03$1.01$1.22$1.23$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.01$0.05$0.96$1.14$1.14$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.00$0.05$0.95$1.20$1.14$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.93$0.04$0.89$1.04$1.08$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.96$0.04$0.93$1.25$1.20$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.04$0.87$1.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.03$0.86$1.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.10$0.96$1.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 27, 2025
Return Version
2024v5.0
Gross Receipts
$1,082,176
Mission and Program Overview

Mission

The purposes of the dauphin county bar association are to advance the science of jurisprudence, to promote the administration of justice, to encourage a thorough legal education, to promote continuing legal education, to uphold the honor and dignity of the bar, to encourage the fulfillment of the obligations of the profession among its members to the courts and to society, to promote programs to provide effective, affordable legal services to all segments of society, to cultivate cordial intercourse among the members of the association and to perpetuate the history of the profession and the memory of its members and such kindred purposes as the association may from time to time determine.

Advance the science of jurisprudence, promote the administration of justice, encourage thorough and continuing legal education, uphold the honor and dignity of the bar, encourage the fulfillment of the obligations of the profession among its members to the courts and to society, promote programs to provide effective, affordable legal services to all segments of society, cultivate cordial intercourse among the members of the association and perpetuate the history of the profession and the memory of its members and such kindred purposes as the association may from time to time determine.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$343,388$362,399▲ $19,011
Land, Buildings, and Equipment, Net$234,061$210,322▼ $23,739
Cash and Non-Interest-Bearing Accounts$136,782$153,577▲ $16,795
Savings and Temporary Cash Investments$51,778$53,870▲ $2,092
Intangible Assets$10,000$10,000→ $0
Accounts Receivable$5,656$6,852▲ $1,196
Inventories for Sale or Use$1,618$1,618→ $0
Total Assets$783,283$798,638▲ $15,355
Liabilities
Deferred Revenue$91,088$96,763▲ $5,675
Accounts Payable and Accrued Expenses$33,669$40,721▲ $7,052
Total Liabilities$124,757$137,484▲ $12,727
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$584,180$590,495▲ $6,315
Net Assets With Donor Restrictions$74,346$70,659▼ $3,687
Total Net Assets Fund Balance$658,526$661,154▲ $2,628
Total Liabilities and Net Assets / Fund Balance$783,283$798,638▲ $15,355

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$111,954$940,609$1,052,563
Equipment$33,368$476,782$510,150
Land$65,000-$65,000
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patrice MerzanisExecutive DiFT$113,763$32,178$145,941

Board Members and Trustees

NameTitle
Jonathan D KoltashPresident
Fawn Elizabeth KehlerPresident-el
Carolyn M AnnerDirector
J Lynette CarterDirector
Jason C GiurintanoDirector
Judson B PerryDirector
Michael T FoersterDirector
Nicole R AntosDirector
Rebecca L BaileyDirector
Scott B CooperDirector
Timothy E GatesDirector
James K JonesBankruptcy L
Neil Warner YahnEstate Plan.
Daniel Bell-jacobsFamily Law S
Michael R DiminoGov Law Sec
Kimberly a SelembaPast-preside
Anthony J GabrielSecretary
Peter M GoodSenior Lawye
Thomas P GackiTreasurer
Jessica E SmithVice Preside
Adam N CrosierWorkers Comp
Brian J MurrenYoung Lawyer
John M QuainYoung Lawyer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$987,926
Investment Income
$32,815
Other Revenue
$16,981
Change in Net Assets
$9,560
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$583,902
Salaries, Compensation, and Employee Benefits$444,260
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$232,676
Payments to Affiliates---$210,463
Current Officers, Directors, Trustees, and Key Employees---$145,941
Occupancy---$37,740
Office Expenses---$30,084
Payroll Taxes---$27,770
Depreciation Depletion---$23,739
Information Technology---$20,527
Pension Plan Contributions---$19,665
Other Employee Benefits---$18,208
Other Expenses---$15,857
Fees for Services Accounting---$15,750
Conferences and Meetings---$15,154
Fees for Services Other---$6,714
Advertising---$4,835
Fees for Service Investment Mgmnt Fees---$3,886
All Other Expenses---$2,159
Total Functional Expenses$0$0$0$1,028,162
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
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“The dauphin county bar association is a member organization made up of attorneys who work in dauphin county.”

Form 990, Page 6, Part VI, Line 11B

“Board members receive a draft copy of the form 990 to review and approve prior to its filing.”

Form 990, Page 6, Part VI, Line 12C

“The association requires all directors to update their conflict of interest policies. Not only annually, but if there is a change in their status that would create a conflict.”

Form 990, Page 6, Part VI, Line 15A

“The compensation package for the executive director is recommended by the budget and finance committee. The recommendations go before the full board for approval. In making their recommendations regarding the salary package, the budget and finance committee compares its recommendations to the compensation packages of other executive directors for bar associations.”

Form 990, Page 6, Part VI, Line 18

“The association's application for tax exempt status and form 990 are available upon request.”

Form 990, Page 6, Part VI, Line 19

“Governing documents, the conflict of interest policies and financial statement are available upon request.”

Filing and Contact Details

Filer

Filer Name
Dauphin County Bar Association
EIN
23-6256001
Phone
7172327536
Address
213 NORTH FRONT STREET, HARRISBURG, PA 17101

Signing Officer

Name
Patrice Merzanis
Title
Executive Director
Phone
7172327536
Signed
2025-06-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrice Merzanis
Formed
1898
Legal Domicile
Pa
Voting Board Members
23
Independent Board Members
23
Employees
5
Volunteers
25

Preparer

Firm
Brown Plus
Address
210 GRANDVIEW AVE, CAMP HILL, PA 17011-1706
Preparer
Ryan Brown
Phone
7177617171
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The purposes of the dauphin county bar association are to advance the science of jurisprudence, to promote the administration of justice, to encourage a thorough legal education, to promote continuing legal education, to uphold the honor and dignity of the bar, to encourage the fulfillment of the obligations of the profession among its members to the courts and to society, to promote programs to provide effective, affordable legal services to all segments of society, to cultivate cordial intercourse among the members of the association and to perpetuate the history of the profession and the memory of its members and such kindred purposes as the association may from time to time determine.”

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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/Form990PartVIISectionAGrp/PersonNm3REBECCA L BAILEY
IRS990/Form990PartVIISectionAGrp/PersonNm4DANIEL BELL-JACOBS
IRS990/Form990PartVIISectionAGrp/PersonNm5J LYNETTE CARTER
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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DI
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IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4FAMILY LAW S
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7WORKERS COMP
IRS990/Form990PartVIISectionAGrp/TitleTxt8GOV LAW SEC
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt11TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14SENIOR LAWYE
IRS990/Form990PartVIISectionAGrp/TitleTxt15BANKRUPTCY L
IRS990/Form990PartVIISectionAGrp/TitleTxt16PRESIDENT-EL
IRS990/Form990PartVIISectionAGrp/TitleTxt17PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt18YOUNG LAWYER
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20YOUNG LAWYER
IRS990/Form990PartVIISectionAGrp/TitleTxt21PAST-PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt22VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt23ESTATE PLAN.
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IRS990/MissionDesc0THE PURPOSES OF THE DAUPHIN COUNTY BAR ASSOCIATION ARE TO ADVANCE THE SCIENCE OF JURISPRUDENCE, TO PROMOTE THE ADMINISTRATION OF JUSTICE, TO ENCOURAGE A THOROUGH LEGAL EDUCATION, TO PROMOTE CONTINUING LEGAL EDUCATION, TO UPHOLD THE HONOR AND DIGNITY OF THE BAR, TO ENCOURAGE THE FULFILLMENT OF THE OBLIGATIONS OF THE PROFESSION AMONG ITS MEMBERS TO THE COURTS AND TO SOCIETY, TO PROMOTE PROGRAMS TO PROVIDE EFFECTIVE, AFFORDABLE LEGAL SERVICES TO ALL SEGMENTS OF SOCIETY, TO CULTIVATE CORDIAL INTERCOURSE AMONG THE MEMBERS OF THE ASSOCIATION AND TO PERPETUATE THE HISTORY OF THE PROFESSION AND THE MEMORY OF ITS MEMBERS AND SUCH KINDRED PURPOSES AS THE ASSOCIATION MAY FROM TIME TO TIME DETERMINE.
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IRS990/ProgSrvcAccomActy2Grp/Desc0PRO BONO PROGRAMS - THE ASSOCIATION PROVIDES LEGAL SERVICES TO 50 TO 100 CLIENTS ANNUALLY, WHO ARE SCREENED FOR ELIGIBILITY BY THE HARRISBURG OFFICE OF MIDPENN LEGAL SERVICES. THIS NUMBER INCLUDES PEOPLE WHO ARE ASSISTED BY THE ASSOCIATION'S LEGAL CLINICS IN A VARIETY OF PRACTICE AREAS, INCLUDING CUSTODY, DRIVER'S LICENSE RESTORATION, AND MORE.
IRS990/ProgSrvcAccomActy3Grp/Desc0LAWYER REFERRAL PROGRAM - THE DAUPHIN COUNTY BAR ASSOCIATION'S LAWYER REFERRAL PROGRAM ANNUALLY ASSISTS MORE THAN 1,200 PEOPLE WHO CALL FOR HELP IN FINDING AN ATTORNEY APPROPRIATE FOR THEIR LEGAL NEEDS. ATTORNEYS WHO PARTICIPATE IN THE REFERRAL PROGRAM PAY 100 ANNUALLY TO RECEIVE REFERRALS. IF A CASE RESULTS, THE ATTORNEYS FURTHER AGREE TO PAY A TEN PERCENT REFERRAL FEE BACK TO THE ASSOCIATION FROM FEES EARNED. MEMBERS OF THE PUBLIC WHO USE THE REFERRAL PROGRAM ARE CHARGED A FEE TO RECEIVE A 30- MINUTE CONSULTATION WITH THE REFERRED ATTORNEY, WHICH MAY OR MAY NOT RESULT IN A CLIENT RELATIONSHIP WITH THAT ATTORNEY.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PURPOSES OF THE DAUPHIN COUNTY BAR ASSOCIATION ARE TO ADVANCE THE SCIENCE OF JURISPRUDENCE, TO PROMOTE THE ADMINISTRATION OF JUSTICE, TO ENCOURAGE A THOROUGH LEGAL EDUCATION, TO PROMOTE CONTINUING LEGAL EDUCATION, TO UPHOLD THE HONOR AND DIGNITY OF THE BAR, TO ENCOURAGE THE FULFILLMENT OF THE OBLIGATIONS OF THE PROFESSION AMONG ITS MEMBERS TO THE COURTS AND TO SOCIETY, TO PROMOTE PROGRAMS TO PROVIDE EFFECTIVE, AFFORDABLE LEGAL SERVICES TO ALL SEGMENTS OF SOCIETY, TO CULTIVATE CORDIAL INTERCOURSE AMONG THE MEMBERS OF THE ASSOCIATION AND TO PERPETUATE THE HISTORY OF THE PROFESSION AND THE MEMORY OF ITS MEMBERS AND SUCH KINDRED PURPOSES AS THE ASSOCIATION MAY FROM TIME TO TIME DETERMINE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE DAUPHIN COUNTY BAR ASSOCIATION IS A MEMBER ORGANIZATION MADE UP OF ATTORNEYS WHO WORK IN DAUPHIN COUNTY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS RECEIVE A DRAFT COPY OF THE FORM 990 TO REVIEW AND APPROVE PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ASSOCIATION REQUIRES ALL DIRECTORS TO UPDATE THEIR CONFLICT OF INTEREST POLICIES. NOT ONLY ANNUALLY, BUT IF THERE IS A CHANGE IN THEIR STATUS THAT WOULD CREATE A CONFLICT.

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