Civic Intelligence

National Association of Bar Executives Co Aba

EIN 31-1082768 • 501(c)6 • Plymouth, MN

Profile

Membership Organization serving staff members of national, international, state and local Bar Associations and related organizations. The purpose is to enhance the skills and enrich the professional lives of bar association executives.

10700 W Highway 55 275Plymouth, MN 55441

www.nabenet.org

Siviq Scores

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

Liabilities / Assets

47th percentile

0.13x

Higher debt load relative to assets than 47% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

76th percentile

0.41x

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

501(c)6 • $1M-$5M nonprofits • Source year 2025

Net Margin

45th percentile

2.8%

Higher net margin than 45% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Asset Growth

64th percentile

9.8%

Faster asset growth than 64% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

65th percentile

11%

Faster revenue growth than 65% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$1,408,186

Up $126,031 (+9.8%) from 2024

Liabilities

Up

$178,799

Up $29,090 (+19%) from 2024

Net Assets

Up

$1,229,387

Up $96,941 (+8.6%) from 2024

Revenue

Up

$440,531

Up $43,741 (+11%) from 2024

Expenses

Up

$427,999

Up $35,803 (+9.1%) from 2024

Net Income

Up

$12,532

Up $7,938 (+173%) from 2024

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $362,034Liabilities 2010: $100,575Net Assets 2010: $261,4592010Assets 2014: $829,190Liabilities 2014: $165,029Net Assets 2014: $664,1612014Assets 2015: $858,288Liabilities 2015: $142,681Net Assets 2015: $715,6072015Assets 2016: $836,864Liabilities 2016: $126,899Net Assets 2016: $709,9652016Assets 2017: $836,258Liabilities 2017: $160,271Net Assets 2017: $675,9872017Assets 2018: $894,290Liabilities 2018: $124,083Net Assets 2018: $770,2072018Assets 2019: $942,338Liabilities 2019: $143,183Net Assets 2019: $799,1552019Assets 2020: $893,624Liabilities 2020: $70,787Net Assets 2020: $822,8372020Assets 2021: $1,112,311Liabilities 2021: $43,111Net Assets 2021: $1,069,2002021Assets 2022: $1,040,042Liabilities 2022: $62,590Net Assets 2022: $977,4522022Assets 2024: $1,282,155Liabilities 2024: $149,709Net Assets 2024: $1,132,4462024Assets 2025: $1,408,186Liabilities 2025: $178,799Net Assets 2025: $1,229,3872025

Highlighted filing

2025

Assets$1,408,186
Liabilities$178,799
Net Assets$1,229,387

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $456,1732010Revenue 2014: $586,474Expenses 2014: $512,222Net Income 2014: $74,2522014Revenue 2015: $561,905Expenses 2015: $520,165Net Income 2015: $41,7402015Revenue 2016: $536,557Expenses 2016: $545,786Net Income 2016: -$9,2292016Revenue 2017: $556,772Expenses 2017: $622,913Net Income 2017: -$66,1412017Revenue 2018: $544,128Expenses 2018: $479,565Net Income 2018: $64,5632018Revenue 2019: $521,450Expenses 2019: $515,450Net Income 2019: $6,0002019Revenue 2020: $539,328Expenses 2020: $532,404Net Income 2020: $6,9242020Revenue 2021: $265,048Expenses 2021: $146,421Net Income 2021: $118,6272021Revenue 2022: $201,684Expenses 2022: $237,567Net Income 2022: -$35,8832022Revenue 2024: $396,790Expenses 2024: $392,196Net Income 2024: $4,5942024Revenue 2025: $440,531Expenses 2025: $427,999Net Income 2025: $12,5322025

Highlighted filing

2025

Revenue$440,531
Expenses$427,999
Net Income$12,532

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.18$1.23$0.44$0.43$0.01
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.15$1.13$0.40$0.39$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.06$0.98$0.20$0.24$0.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.04$1.07$0.27$0.15$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.07$0.82$0.54$0.53$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.14$0.80$0.52$0.52$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.12$0.77$0.54$0.48$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.16$0.68$0.56$0.62$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.84$0.13$0.71$0.54$0.55$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.86$0.14$0.72$0.56$0.52$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.83$0.17$0.66$0.59$0.51$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.10$0.26$0.46
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 17, 2026
Return Version
2024v5.2
Gross Receipts
$440,531
Mission and Program Overview

Mission

The mission of the association is to enhance the skills and enrich the careers of bar association professionals.

Association of bar associations and law-related organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$614,604$707,514▲ $92,910
Savings and Temporary Cash Investments$395,224$440,147▲ $44,923
Cash and Non-Interest-Bearing Accounts$259,265$252,425▼ $6,840
Prepaid Expenses and Deferred Charges$9,734$8,100▼ $1,634
Accounts Receivable$3,328$0▼ $3,328
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,282,155$1,408,186▲ $126,031
Other Assets Total-$0-
Liabilities
Deferred Revenue$147,310$173,745▲ $26,435
Accounts Payable and Accrued Expenses$2,399$5,054▲ $2,655
Total Liabilities$149,709$178,799▲ $29,090
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,132,446$1,229,387▲ $96,941
Total Net Assets Fund Balance$1,132,446$1,229,387▲ $96,941
Total Liabilities and Net Assets / Fund Balance$1,282,155$1,408,186▲ $126,031
Compensation and Service Providers

Board Members and Trustees

NameTitle
Stacy KingPast President
Whitneyvon HaamPresident
Tony WeilerVice President
Dennis ArcherDirector
Isabel BarneyDirector
Jack HannanDirector
Kelly PonderDirector
Robert RuppDirector
Vickie MauckDirector
Gregory ConyersPres Elect
Deanne MosleySecretary
Lori MaxwellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$431,674
Investment Income
$8,857
Other Revenue
$0
Change in Net Assets
$12,532

Audited Revenue Reconciliation

Revenue per Audited Statements
$440,531
Revenue Not Reported on Form 990
$95,399
Total Revenue per Audited Statements
$535,930
Total Revenue per Form 990
$440,531
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$427,999
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$77,651
Travel---$47,029
Fees for Services Accounting---$16,500
Information Technology---$13,578
Other Expenses---$12,114
All Other Expenses---$7,216
Insurance---$2,338
Fees for Services Legal---$11
Total Functional Expenses$0$0$0$427,999

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$438,989
Expenses per Audited Statements$427,999
Total Expenses per Form 990$427,999
Expenses Not Reported on Form 990$10,990
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

The organization pays a fee for staffing services performed by an association management company.

Form 990, Part VI, Section A, Line 6

The association has a membership consisting of individuals employed by bar associations, individuals who have been employed by a bar association but who currently are not employed by a bar association or related organization, and individuals who are employed by bar related organizations.

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

Board of directors shall be elected by the membership.

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

Changes to the bylaws impacting member rights must be approved by the membership. Other changes to the bylaws may be made by the board pursuant to the bylaws. Other policies made by board are not subject to approval by the membership.

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

The organization does not have committees with authority to act on behalfof the governing body.

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

Management provided an electronic copy of the 990 to treasurer and board of directors prior to filing.

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

The board is reminded each fall of the policy and obligation of directors to disclose conflicts as applicable votes arise.

Form 990, Part VI, Section C, Line 19

Bylaws and procedures manual are posted on the association's website.

Filing and Contact Details

Filer

Filer Name
National Association of Bar Executives
EIN
31-1082768
Phone
9522523573
Address
10700 W Highway 55 275, Plymouth, MN 55441

Signing Officer

Name
Lori Maxwell
Title
Treasurer
Signed
2026-02-17
Discuss with paid preparer
Yes

Organization Details

Formed
1990
Legal Domicile
Il
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
100

Preparer

Firm
Barnes Givens & Barnes Ltd
Address
200 E Evergreen Ave Suite 117, Mount Prospect, IL 60056
Preparer
William J Barnes
Phone
2247642442
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

The organization is exempt from federal and state income taxes under theinternal revenue code section 501(c)(6), and similar provisions of thestate income tax code as other than a private foundation.

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IRS990/MissionDesc0THE MISSION OF THE ASSOCIATION IS TO ENHANCE THE SKILLS AND ENRICH THE CAREERS OF BAR ASSOCIATION PROFESSIONALS.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/OtherExpensesGrp/TotalAmt125600
IRS990/OtherExpensesGrp/TotalAmt214878
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IRS990/ProgramServiceRevenueGrp/Desc3SPONSORSHIP
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IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
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IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/RevenueNotReportedAmt095399
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THEINTERNAL REVENUE CODE SECTION 501(C)(6), AND SIMILAR PROVISIONS OF THESTATE INCOME TAX CODE AS OTHER THAN A PRIVATE FOUNDATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PAYS A FEE FOR STAFFING SERVICES PERFORMED BY AN ASSOCIATION MANAGEMENT COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ASSOCIATION HAS A MEMBERSHIP CONSISTING OF INDIVIDUALS EMPLOYED BY BAR ASSOCIATIONS, INDIVIDUALS WHO HAVE BEEN EMPLOYED BY A BAR ASSOCIATION BUT WHO CURRENTLY ARE NOT EMPLOYED BY A BAR ASSOCIATION OR RELATED ORGANIZATION, AND INDIVIDUALS WHO ARE EMPLOYED BY BAR RELATED ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD OF DIRECTORS SHALL BE ELECTED BY THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHANGES TO THE BYLAWS IMPACTING MEMBER RIGHTS MUST BE APPROVED BY THE MEMBERSHIP. OTHER CHANGES TO THE BYLAWS MAY BE MADE BY THE BOARD PURSUANT TO THE BYLAWS. OTHER POLICIES MADE BY BOARD ARE NOT SUBJECT TO APPROVAL BY THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALFOF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MANAGEMENT PROVIDED AN ELECTRONIC COPY OF THE 990 TO TREASURER AND BOARD OF DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD IS REMINDED EACH FALL OF THE POLICY AND OBLIGATION OF DIRECTORS TO DISCLOSE CONFLICTS AS APPLICABLE VOTES ARISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BYLAWS AND PROCEDURES MANUAL ARE POSTED ON THE ASSOCIATION'S WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section A, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section A, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part VI, Section C, Line 19
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010700 W Highway 55 275
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true

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