Civic Intelligence

Maryland State Bar Association Inc

EIN 52-0815403 • 501(c)6 • Baltimore, MD

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Profile

The organization's mission is to effectively represent maryland's lawyers, to provide member services and to promote professionalism, diversity in the legal profession, access to justice, service to the public, and respect for the rule of law.

520 West Fayette StreetBaltimore, MD 21201

www.msba.org

Siviq Scores

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

Liabilities / Assets

86th percentile

0.59x

Higher debt load relative to assets than 86% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.40x

Higher debt load relative to revenue than 62% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Source year 2024

Net Margin

19th percentile

-4.7%

Higher net margin than 19% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$236,158

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

501(c)6 • $5M-$10M nonprofits • Source year 2024

Asset Growth

61st percentile

8.2%

Faster asset growth than 61% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

41st percentile

3.8%

Faster revenue growth than 41% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$3,543,836

Up $268,994 (+8.2%) from 2023

Liabilities

Up

$2,106,936

Up $350,020 (+20%) from 2023

Net Assets

Down

$1,436,900

Down $81,026 (-5.3%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin19th percentile

Revenue

Up

$5,289,581

Up $193,590 (+3.8%) from 2023

Expenses

Down

$5,538,483

Down $12,961 (-0.2%) from 2023

Net Income

Up

-$248,902

Up $206,551 (+45%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $5,434,531Liabilities 2010: $2,276,505Net Assets 2010: $3,158,0262010Assets 2011: $5,576,502Liabilities 2011: $2,277,178Net Assets 2011: $3,299,3242011Assets 2012: $4,955,579Liabilities 2012: $1,748,114Net Assets 2012: $3,207,4652012Assets 2013: $6,051,178Liabilities 2013: $2,423,321Net Assets 2013: $3,627,8572013Assets 2014: $6,688,188Liabilities 2014: $2,491,397Net Assets 2014: $4,196,7912014Assets 2015: $6,707,177Liabilities 2015: $2,674,262Net Assets 2015: $4,032,9152015Assets 2016: $6,460,619Liabilities 2016: $2,820,973Net Assets 2016: $3,639,6462016Assets 2017: $6,093,886Liabilities 2017: $2,422,027Net Assets 2017: $3,671,8592017Assets 2018: $3,499,161Liabilities 2018: $1,015,027Net Assets 2018: $2,484,1342018Assets 2019: $3,212,583Liabilities 2019: $2,096,928Net Assets 2019: $1,115,6552019Assets 2020: $3,793,575Liabilities 2020: $3,234,662Net Assets 2020: $558,9132020Assets 2021: $4,957,157Liabilities 2021: $3,532,935Net Assets 2021: $1,424,2222021Assets 2022: $4,000,960Liabilities 2022: $2,217,720Net Assets 2022: $1,783,2402022Assets 2023: $3,274,842Liabilities 2023: $1,756,916Net Assets 2023: $1,517,9262023Assets 2024: $3,543,836Liabilities 2024: $2,106,936Net Assets 2024: $1,436,9002024

Highlighted filing

2024

Assets$3,543,836
Liabilities$2,106,936
Net Assets$1,436,900
Open 2024 Filing

Operations Trend

Revenue Growth41st percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $4,232,8162010Expenses 2011: $4,672,0122011Expenses 2012: $4,779,2132012Expenses 2013: $4,878,6722013Revenue 2014: $5,591,765Expenses 2014: $5,118,312Net Income 2014: $473,4532014Revenue 2015: $5,208,028Expenses 2015: $5,225,065Net Income 2015: -$17,0372015Revenue 2016: $5,166,685Expenses 2016: $5,548,226Net Income 2016: -$381,5412016Revenue 2017: $5,224,711Expenses 2017: $5,254,025Net Income 2017: -$29,3142017Revenue 2018: $5,404,665Expenses 2018: $6,376,980Net Income 2018: -$972,3152018Revenue 2019: $5,022,705Expenses 2019: $6,505,585Net Income 2019: -$1,482,8802019Revenue 2020: $4,287,870Expenses 2020: $4,898,279Net Income 2020: -$610,4092020Revenue 2021: $4,827,194Expenses 2021: $4,173,847Net Income 2021: $653,3472021Revenue 2022: $6,014,270Expenses 2022: $5,342,627Net Income 2022: $671,6432022Revenue 2023: $5,095,991Expenses 2023: $5,551,444Net Income 2023: -$455,4532023Revenue 2024: $5,289,581Expenses 2024: $5,538,483Net Income 2024: -$248,9022024

Highlighted filing

2024

Revenue$5,289,581
Expenses$5,538,483
Net Income-$248,902
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$3,543,836
Liabilities
$2,106,936
Net assets
$1,436,900
Revenue
$5,289,581
Expenses
$5,538,483
Net income
-$248,902
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.54$2.11$1.44$5.29$5.54$0.25
2023Detailed filing. Detailed filing data is available for this year.$3.27$1.76$1.52$5.10$5.55$0.46
2022Detailed filing. Detailed filing data is available for this year.$4.00$2.22$1.78$6.01$5.34$0.67
2021Detailed filing. Detailed filing data is available for this year.$4.96$3.53$1.42$4.83$4.17$0.65
2020Detailed filing. Detailed filing data is available for this year.$3.79$3.23$0.56$4.29$4.90$0.61
2019Detailed filing. Detailed filing data is available for this year.$3.21$2.10$1.12$5.02$6.51$1.48
2018Detailed filing. Detailed filing data is available for this year.$3.50$1.02$2.48$5.40$6.38$0.97
2017Detailed filing. Detailed filing data is available for this year.$6.09$2.42$3.67$5.22$5.25$0.03
2016Detailed filing. Detailed filing data is available for this year.$6.46$2.82$3.64$5.17$5.55$0.38
2015Detailed filing. Detailed filing data is available for this year.$6.71$2.67$4.03$5.21$5.23$0.02
2014Detailed filing. Detailed filing data is available for this year.$6.69$2.49$4.20$5.59$5.12$0.47
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.05$2.42$3.63$4.88
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.96$1.75$3.21$4.78
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.58$2.28$3.30$4.67
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.43$2.28$3.16$4.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$8,715,647
Mission and Program Overview

Mission

The organization's mission is to effectively represent maryland's lawyers, to provide member services and to promote professionalism, diversity in the legal profession, access to justice, service to the public, and respect for the rule of law.

Represent maryland's lawyers, provide member services & promote respect for the rule of law

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,000,666$1,812,153▼ $188,513
Cash and Non-Interest-Bearing Accounts$854,465$1,060,107▲ $205,642
Land, Buildings, and Equipment, Net$30,050$336,486▲ $306,436
Prepaid Expenses and Deferred Charges$107,125$157,899▲ $50,774
Accounts Receivable$131,786$91,525▼ $40,261
Total Assets$3,274,842$3,543,836▲ $268,994
Other Assets Total$150,750$85,666▼ $65,084
Liabilities
Accounts Payable and Accrued Expenses$930,524$1,184,580▲ $254,056
Other Liabilities$826,392$922,356▲ $95,964
Total Liabilities$1,756,916$2,106,936▲ $350,020
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,369,888$1,324,833▼ $45,055
Net Assets With Donor Restrictions$148,038$112,067▼ $35,971
Total Net Assets Fund Balance$1,517,926$1,436,900▼ $81,026
Total Liabilities and Net Assets / Fund Balance$3,274,842$3,543,836▲ $268,994

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$336,486$172,115$508,601
Other Securities$274,396--
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anna S ShollExecutive DirectorFT$208,100$28,058$236,158
Patricia StocklandChief Content OfficerFT$148,908$37,885$186,793
Reena ShahExec. Director A2jFT$138,771$39,600$178,371
Shaoli S SarkarAdvocacy DirectorFT$115,653$6,076$121,729
Jesse K MillerChief Marketing OfficerFT$105,142$6,058$111,200

Board Members and Trustees

NameTitle
Rima KikaniYls Representative (chair)
Jason DeloachImmed Past President
Raphael SantiniPresident
Marisa TrasattiPresident Elect
Amy AskewBoard Member
Andrew StoneBoard Member
Beatrice ThomasBoard Member
Bryan SaxtonBoard Member
Buffy GiddensBoard Member
Charles JonesBoard Member
Christine DixonBoard Member
Connie Kratovil-lavelleBoard Member
Cynthia LeppertBoard Member
Dawinder SidhuBoard Member
Donald QuinnBoard Member
Elissa LevanBoard Member
Elsa SmithBoard Member
Erica SuterBoard Member
Gwen-marie DavisBoard Member
Harry S JohnsonBoard Member
Hon Lara WeathersbeeBoard Member
Hon Myshala MiddletonBoard Member
James AstrachanBoard Member
James BellBoard Member
James MotsayBoard Member
James RobinsonBoard Member
Jasmine England-caesarBoard Member
Jeremy ScholtesBoard Member
Jessica MarkhamBoard Member
Jessica QuincosaBoard Member
Jodi CavanaughBoard Member
Lashanta HarrisBoard Member
Laura Novello FuggittiBoard Member
Lisa SettlesBoard Member
Marla ZideBoard Member
Meredith Camille HillBoard Member
Michael AdamsBoard Member
Michelle Daugherty SiriBoard Member
Morgan LeighBoard Member
Nancy Courson CookeBoard Member
Natasha NazarethBoard Member
Nicole Love-kellyBoard Member
Nivea OhriBoard Member
Penny Somer-greifBoard Member
Richard Shermanski JrBoard Member
Robert FrankBoard Member
Samantha Dos SantosBoard Member
Samantha RodierBoard Member
Suzanne Vetter BurnettBoard Member
Terri LoweryBoard Member
Thomas DolinaBoard Member
Thomas MulinazziBoard Member
Tyler NowickiBoard Member
William CarlsonBoard Member
Johnine ClarkParlimentarian
Natasha DartigueSecretary
Wm Carl IslerTreasurer
Kayla VosslerYls Representative
Kyle AnthonyYls Representative

Highest Paid Contractors

ContractorServicesLocationCompensation
Rsm US LLPConsulting100 INTERNATIONAL DRIVE SUITE 1400, Baltimore, MD 21202$503,712
Revenue and Support

Revenue Composition

Contributions and Grants
$48,998
Program Service Revenue
$4,936,898
Investment Income
$60,128
Other Revenue
$243,557
All Other Contributions
$48,998
Change in Net Assets
$-248,902

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,250,582
Revenue Not Reported on Financial Statements
$38,999
Revenue Not Reported on Form 990
$167,876
Other Revenue Adjustments
$25,450
Total Revenue per Audited Statements
$5,418,458
Total Revenue per Form 990
$5,289,581
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,041,563
Salaries, Compensation, and Employee Benefits$2,496,920
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,764,043
Fees for Services Other---$1,066,914
Conferences and Meetings---$542,329
Other Employee Benefits---$323,520
Fees for Services Accounting---$282,300
Current Officers, Directors, Trustees, and Key Employees---$200,000
Travel---$190,795
Payroll Taxes---$156,039
Fees for Service Investment Mgmnt Fees---$133,082
Advertising---$75,370
Office Expenses---$68,243
Pension Plan Contributions---$53,318
Occupancy---$38,094
Interest---$25,450
Depreciation Depletion---$24,764
Other Expenses---$20,023
Information Technology---$19,240
Insurance---$13,135
All Other Expenses---$8,785
Royalties---$5,017
Total Functional Expenses$0$0$0$5,538,483

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,538,483
Expenses per Audited Statements$5,499,484
Total Expenses per Audited Statements$5,499,484
Expenses Not Reported on Financial Statements$38,999
Other Expense Adjustments$25,450
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$94,867
Total Nondeductible Lobbying and Political Cost$94,867
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Anna S ShollBd Member of Related OrgBy Virtue of Her Position at the Maryland State Bar Association Anna S. Sholl Is a Board Member or Officer of Other Related OrganizationsNo-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Membership Dues$806,652
Other Deferred Revenue$106,430
Pension Obligation$9,274
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
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

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

“The organization membership is able to vote to fill any board vacancies.”

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

“Decisions of the governing body are subject to approval of the membership.”

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

“A copy of the form 990 was provided to the board for its review prior to filing with the internal revenue service.”

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

“The organization monitors compliance with the conflict of interest policy by asking all board members and key employees to complete an annual compliance questionnaire and resolves any detected issues.”

Form 990, Part VI, Section B, Line 15

“Each year, the president of the board appoints a subcommittee of the executive committee, chaired by the immediate past president. Their purpose is to review comparable salaries of 20 other states as well as cpi and personnel consulting services. They meet with the executive director and then amongst themselves to make a recommendation to the executive committee, per contract.”

Form 990, Part VI, Section C, Line 19

“Bylaws are available on the organization's website. Other policies are available upon request.”

Filing and Contact Details

Filer

Filer Name
Maryland State Bar Association Inc
EIN
52-0815403
Phone
4106857878
Address
520 WEST FAYETTE STREET, BALTIMORE, MD 21201

Signing Officer

Name
Anna Sholl
Title
Executive Director
Phone
4106857878
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anna Sholl
Formed
1896
Legal Domicile
Md
Voting Board Members
58
Independent Board Members
58
Employees
21
Volunteers
0

Preparer

Firm
Ellin & Tucker Chartered
Address
400 EAST PRATT ST SUITE 200, BALTIMORE, MD 21202
Preparer
Susan Keller
Phone
4107275735
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Program consulting 8,860. Marketing and content consultants 333,694. Outsourced administrative services 724,360.”

Financial Statement Notes

PART X, LINE 2:

“The association follows the provisions of accounting for uncertainty in income taxes under the income taxes topic of the codification. The codification requires the evaluation of tax positions, which include maintaining its tax-exempt status and the taxability of any unrelated business income, and does not allow recognition of tax positions which do not meet a "more-likely-than-not" threshold of being sustained by the applicable tax authority. Management does not believe it took any tax positions that would not meet this threshold.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“INTEREST EXPENSE 25,450.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“INTEREST EXPENSE 25,450.”

Raw XML AppendixShowing 400 of 932 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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