Civic Intelligence

Cleveland Metropolitan Bar Association

EIN 26-2052191 • 501(c)6 • Cleveland, OH

Profile

To promote the rule of law and the legal profession by supporting, empowering and celebrating our members and the community.

1375 E 9th St 2nd FLCleveland, OH 44114

www.clemetrobar.org

Siviq Scores

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

Liabilities / Assets

90th percentile

0.63x

Higher debt load relative to assets than 90% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

79th percentile

0.44x

Higher debt load relative to revenue than 79% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Net Margin

19th percentile

-6.3%

Higher net margin than 19% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

29th percentile

-0.8%

Faster asset growth than 29% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

29th percentile

0.0%

Faster revenue growth than 29% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Assets

Down

$1,899,117

Down $31,699 (-1.6%) from 2022

Liabilities

Up

$1,202,107

Up $44,754 (+3.9%) from 2022

Net Assets

Down

$697,010

Down $76,453 (-9.9%) from 2022

Revenue

Up

$2,744,886

Up $549 (+0.0%) from 2022

Expenses

Up

$2,918,861

Up $236,758 (+8.8%) from 2022

Net Income

Down

-$173,975

Down $236,209 (-380%) from 2022

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,515,558Liabilities 2010: $1,173,469Net Assets 2010: $342,0892010Assets 2011: $1,328,797Liabilities 2011: $874,900Net Assets 2011: $453,8972011Assets 2014: $1,541,431Liabilities 2014: $882,887Net Assets 2014: $658,5442014Assets 2015: $1,936,376Liabilities 2015: $1,279,278Net Assets 2015: $657,0982015Assets 2016: $1,773,801Liabilities 2016: $1,143,808Net Assets 2016: $629,9932016Assets 2017: $1,717,914Liabilities 2017: $1,060,597Net Assets 2017: $657,3172017Assets 2018: $1,631,981Liabilities 2018: $931,342Net Assets 2018: $700,6392018Assets 2019: $1,577,434Liabilities 2019: $948,402Net Assets 2019: $629,0322019Assets 2020: $1,265,950Liabilities 2020: $514,912Net Assets 2020: $751,0382020Assets 2021: $1,865,070Liabilities 2021: $1,153,841Net Assets 2021: $711,2292021Assets 2022: $1,930,816Liabilities 2022: $1,157,353Net Assets 2022: $773,4632022Assets 2024: $1,899,117Liabilities 2024: $1,202,107Net Assets 2024: $697,0102024

Highlighted filing

2024

Assets$1,899,117
Liabilities$1,202,107
Net Assets$697,010

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,818,2052010Expenses 2011: $2,798,5642011Revenue 2014: $3,079,753Expenses 2014: $3,034,811Net Income 2014: $44,9422014Revenue 2015: $3,071,832Expenses 2015: $3,073,278Net Income 2015: -$1,4462015Revenue 2016: $3,178,862Expenses 2016: $3,205,967Net Income 2016: -$27,1052016Revenue 2017: $3,073,365Expenses 2017: $3,046,041Net Income 2017: $27,3242017Revenue 2018: $3,060,907Expenses 2018: $3,017,585Net Income 2018: $43,3222018Revenue 2019: $2,892,358Expenses 2019: $2,963,965Net Income 2019: -$71,6072019Revenue 2020: $2,684,898Expenses 2020: $2,562,892Net Income 2020: $122,0062020Revenue 2021: $2,466,763Expenses 2021: $2,417,466Net Income 2021: $49,2972021Revenue 2022: $2,744,337Expenses 2022: $2,682,103Net Income 2022: $62,2342022Revenue 2024: $2,744,886Expenses 2024: $2,918,861Net Income 2024: -$173,9752024

Highlighted filing

2024

Revenue$2,744,886
Expenses$2,918,861
Net Income-$173,975

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.90$1.20$0.70$2.74$2.92$0.17
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$1.16$0.77$2.74$2.68$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$1.15$0.71$2.47$2.42$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.51$0.75$2.68$2.56$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.95$0.63$2.89$2.96$0.07
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.63$0.93$0.70$3.06$3.02$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$1.06$0.66$3.07$3.05$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.77$1.14$0.63$3.18$3.21$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.94$1.28$0.66$3.07$3.07$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.54$0.88$0.66$3.08$3.03$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.87$0.45$2.80
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$1.17$0.34$2.82
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$3,139,429
Mission and Program Overview

Mission

To promote the rule of law and the legal profession by supporting, empowering and celebrating our members and the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,315,777$990,820▼ $324,957
Accounts Receivable$331,538$401,983▲ $70,445
Investments Program Related$93,821$89,559▼ $4,262
Land, Buildings, and Equipment, Net$188,615$88,097▼ $100,518
Prepaid Expenses and Deferred Charges$71,696$84,422▲ $12,726
Investments in Publicly Traded Securities$14,213$10,000▼ $4,213
Investments Other Securities$400$400→ $0
Cash and Non-Interest-Bearing Accounts$250$150▼ $100
Total Assets$2,469,567$1,899,117▼ $570,450
Other Assets Total$453,257$233,686▼ $219,571
Liabilities
Deferred Revenue$716,583$607,045▼ $109,538
Accounts Payable and Accrued Expenses$328,286$326,528▼ $1,758
Other Liabilities$526,457$251,558▼ $274,899
Unsecured Notes Loans Payable$27,256$16,976▼ $10,280
Total Liabilities$1,598,582$1,202,107▼ $396,475
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$870,985$697,010▼ $173,975
Total Net Assets Fund Balance$870,985$697,010▼ $173,975
Total Liabilities and Net Assets / Fund Balance$2,469,567$1,899,117▼ $570,450

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$81,707$528,836$610,543
Leasehold Improvements$0$301,186$301,186
Other Land Buildings$6,390$16,910$23,300
Other Assets Org$233,686--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rebecca Ruppert McmahonCEOFT$111,225$16,553$127,778
David MechenbierCFOFT$67,990$15,294$83,284

Board Members and Trustees

NameTitle
Hon John RussoPresident
Matthew BesserPresident-elect
Nicholas DicelloVice President
Adrian ThompsonDirector
Brad WolfeDirector
Bruce HennesDirector
Carla TricarichiDirector
Carolyn Broering-jacobsDirector
Carrie Ann JesseDirector
Claire WadeDirector
E Mark YoungDirector
Francine GoldbergDirector
Hon Joan SynenbergDirector
John SlagterDirector
Joseph SimmsDirector
Julie RobieDirector
Kathryn HallDirector
Khalilah LawsonDirector
Kyleigh WeinfurtnerDirector
Lauren GilbrideDirector
Leslie JohnsDirector
Lindsey SelfDirector
Meredith ShoopDirector
Mira AftimDirector
Molly GauntnerDirector
Patrick EspinosaDirector
Renuka RamanDirector
Robin WilsonDirector
Susan EvansDirector
Veronica GarofoliDirector
Dennis MedicaTreasurer
Gabrielle KellyVP of Inclusion & Diversity

Highest Paid Contractors

ContractorServicesLocationCompensation
Optima 1375 LLCBuilding Rent & UtilitiesPO BOX 603680, Charlotte, NC 28260$333,110
Cmit Solutions Of DowntownComputer License & Contracts8969 BRECKSVILLE RD STE 6, Brecksville, OH 44141$130,024
Revenue and Support

Revenue Composition

Contributions and Grants
$29,710
Program Service Revenue
$2,336,437
Investment Income
$11,532
Other Revenue
$367,207
Change in Net Assets
$-173,975
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,731,160
Other Expenses$1,187,701
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,180,340
Occupancy---$366,748
Current Officers, Directors, Trustees, and Key Employees---$211,062
Information Technology---$165,298
Other Employee Benefits---$122,299
Payroll Taxes---$117,974
Depreciation Depletion---$102,822
Pension Plan Contributions---$99,485
Fees for Services Other---$90,489
Advertising---$79,583
All Other Expenses---$61,901
Fees for Services Accounting---$25,675
Travel---$19,424
Insurance---$13,871
Other Expenses---$12,556
Fees for Services Lobbying---$9,182
Office Expenses---$4,203
Interest---$2,246
Total Functional Expenses$0$0$0$2,918,861
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$59,838
Fundraising Gross Income$57,665
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$44,880$29,620$31,696$-2,076
Annual Meeting$42,495$28,045$25,872$2,173
Total Events$87,375$57,665$59,838$-2,173
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$9,182
Total Nondeductible Lobbying and Political Cost$9,182
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease$199,004
Finance Lease$38,061
Intercompany Payable$14,493
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 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
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The members of the cleveland metropolitan bar association include regular members, retired members, honorary members, law student members and affiliate members.

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

Annually, following an open call for candidates and an interview process, the nominating committee issues a report recommending the appointment of candidates for six open board seats. The report is circulated to all cmba members via email or other means. Candidates who are not recommended by the nominating committee have 7 days to challenge the nominating committee's recommendation by submitting a petition challenging the recommended candidates. The petition must be supported by the signatures of 15 members of the cmba. Upon receipt of a timely petition, an election shall be conducted. All petitioning candidates and all nominating committee recommended candidates shall be listed on the ballot unless a candidate withdraws his/her name from consideration. All cmba members shall have 7 days to vote by mail, email or other means approved by the board of directors. Candidates receiving the most votes in the election shall fill the open seats. A runoff election shall be held within 7 days in any race that results in a tie.

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

The code of regulations may be amended by the affirmative vote of a majority of the members voting at a meeting, if the board of directors elects to address such matter at a meeting, or by the affirmative vote of a majority of the members voting by mail, email or other means approved by the board of directors; provided however, that in either event the text of any such proposed amendment shall be sent to the membership at least thirty days preceding the date of the proposed vote on such amendment.

Form 990, Part VI, Section A, Line 8B

The board's minutes and actions are reviewed and approved each month. The executive committee's actions are reported at board meetings.

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

The form is reviewed by the cmba fiscal policy committee, chief financial officer, the chief executive officer and the cmba treasurer prior to filing. The chief executive signs the form.

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

Board members are required to sign a form annually disclosing any interest which might give rise to conflicts. Staff and the governance committee review all forms annually. The governance committee provides an annual overview of the conflicts policy for the board and promotes a culture of open discussion/candor among the board members about the potential for conflicts and what to do if there is a conflict.

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

The board's compensation committee determines the chief executive's compensation on an annual basis and it is approved by the executive committee and board.

Form 990, Part VI, Section C, Line 19

The organization makes available all documents required by law.

Filing and Contact Details

Filer

Filer Name
Cleveland Metropolitan Bar Association
EIN
26-2052191
Phone
2166963525
Address
1375 E 9TH ST 2ND FL, CLEVELAND, OH 44114

Signing Officer

Name
MICHAEL O'GRADY
Title
Finance Director
Phone
2166963525
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Schmitt
Formed
2008
Legal Domicile
Oh
Voting Board Members
32
Independent Board Members
32
Employees
31
Volunteers
530

Preparer

Firm
Clark Schaefer Hackett & Co
Address
4449 EASTON WAY SUITE 400, COLUMBUS, OH 43219
Preparer
Natosha Carr
Phone
6148852208
Supplemental Narrative

Additional Explanations

FORM 990, PART III, LINE 1:

To promote the rule of law and the legal profession by supporting, empowering and celebrating our members and the community.

FORM 990, PART XII, LINE 2C:

The oversight process has not changed from the prior year.

Raw XML AppendixShowing 400 of 686 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.

Path#Value
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IRS990/AccountsReceivableGrp/EOYAmt0401983
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROMOTE THE RULE OF LAW AND THE LEGAL PROFESSION BY SUPPORTING, EMPOWERING AND CELEBRATING OUR MEMBERS AND THE COMMUNITY.
IRS990/AdvertisingGrp/TotalAmt079583
IRS990/AllOtherExpensesGrp/TotalAmt061901
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IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MICHAEL O'GRADY
IRS990/BooksInCareOfDetail/PhoneNum02166963525
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01375 E 9TH ST 2ND FL
IRS990/BooksInCareOfDetail/USAddress/CityNm0CLEVELAND
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IRS990/ContractorCompensationGrp/CompensationAmt1130024
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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1CMIT SOLUTIONS OF DOWNTOWN
IRS990/ContractorCompensationGrp/ServicesDesc0BUILDING RENT & UTILITIES
IRS990/ContractorCompensationGrp/ServicesDesc1COMPUTER LICENSE & CONTRACTS
IRS990/ContriRptFundraisingEventAmt029710
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
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IRS990/CYRevenuesLessExpensesAmt0-173975
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IRS990/FeesForServicesAccountingGrp/TotalAmt025675
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IRS990/FeesForServicesOtherGrp/TotalAmt090489
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IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt28PRESIDENT-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt29VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt30TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt31VP OF INCLUSION & DIVERSITY
IRS990/Form990PartVIISectionAGrp/TitleTxt32CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt33CFO
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