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NEW YORK COUNTY LAWYERS ASSOCIATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
NEW YORK COUNTY LAWYERS ASSOCIATION (EIN 13-5273040)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-01
IRS object ID
202403069349301405
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-01T09:25:39-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133628255PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CONDON O'MEARA MCGINTY & DONNELLY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE BATTERY PARK PLAZA 7TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN135273040EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NEW YORK COUNTY LAWYERS ASSOCIATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNEWYBusinessNameControlTxt
Phone2122676646PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1111 BROADWAY 10TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10006ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD SWANSONPersonNm
Person TitlePRESIDENT-ELECTPersonTitleTxt
Phone2122676646PhoneNum
Signature2024-10-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALEXANDER LAZZARUOLOPreparerPersonNm
PTINP01775353PTIN
Phone2126617777PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerRICHARD SWANSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1111 BROADWAY 10TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10006ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$11,885,567GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.NYCLA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1908FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionBAR ASSOC. FOR CHARITABLE/EDU. PURPOSES WITH PRIMARY OBJECT OF PROMOTING THE PUBLIC INTEREST.ActivityOrMissionDesc
Voting Members Governing Body55VotingMembersGoverningBodyCnt
Voting Members Independent55VotingMembersIndependentCnt
Total Employee27TotalEmployeeCnt
Total Volunteers55TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,523,258PYContributionsGrantsAmt
CY Contributions Grants$1,609,854CYContributionsGrantsAmt
PY Program Service Revenue$291,258PYProgramServiceRevenueAmt
CY Program Service Revenue$268,426CYProgramServiceRevenueAmt
PY Investment Income-$805,710PYInvestmentIncomeAmt
CY Investment Income$254,882CYInvestmentIncomeAmt
PY Other Revenue$323,469PYOtherRevenueAmt
CY Other Revenue$27,144CYOtherRevenueAmt
PY Total Revenue$1,332,275PYTotalRevenueAmt
CY Total Revenue$2,160,306CYTotalRevenueAmt
PY Grants And Similar Paid$16,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$16,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,389,406PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,401,953CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$24,384CYTotalFundraisingExpenseAmt
PY Other Expenses$1,023,639PYOtherExpensesAmt
CY Other Expenses$1,135,268CYOtherExpensesAmt
PY Total Expenses$2,429,045PYTotalExpensesAmt
CY Total Expenses$2,553,221CYTotalExpensesAmt
PY Revenues Less Expenses-$1,096,770PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$392,915CYRevenuesLessExpensesAmt
Total Assets BOY$21,287,431TotalAssetsBOYAmt
Total Assets EOY$22,549,770TotalAssetsEOYAmt
Total Liabilities BOY$2,350,861TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,936,480TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$18,936,570NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$20,613,290NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$555,032ExpenseAmt
DescA CORE PART OF NYCLA'S MISSION IS ITS COMMITMENT TO ENSURING ACCESS TO JUSTICE FOR NEW YORKERS IN THE FORM OF FREE CIVIL LEGAL SERVICES. OUR VOLUNTEERS MEET THE NEEDS OF INDIGENT NEW YORKERS IN A VARIETY OF AREAS OF LAW, BOTH THROUGH LIMITED SCOPE AND FULL SCOPE REPRESENTATION. FEE DISPUTE -PART 137 FEE DISPUTE RESOLUTION PROGRAM (FDRP) THE NEW YORK COUNTY LAWYERS ASSOCIATION'S FEE DISPUTE RESOLUTION PROGRAM EXISTS PURSUANT TO THE REQUIREMENTS OF 22 N.Y.C.R.R. PART 137 (PART 137), WHICH PROVIDES FOR THE INFORMAL AND EXPEDITIOUS RESOLUTION OF FEE DISPUTES BETWEEN ATTORNEYS AND CLIENTS THROUGH ARBITRATION OR MEDIATION. THE GOAL IS TO PROVIDE A PRIVATE AND ECONOMICAL MEANS OF RESOLVING DISPUTES IN AN ATMOSPHERE OF MUTUAL UNDERSTANDING. UNDER THE AUSPICES OF THE OFFICE OF COURT ADMINISTRATION, PART 137 PROGRAMS EXIST THROUGHOUT THE STATENYCLA'S PART 137 PROGRAM GENERALLY HANDLES MATTERS RELATED TO NEW YORK AND/OR BRONX COUNTIES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$309,792ExpenseAmt
Revenue$143,577RevenueAmt
DescCONTINUING LEGAL EDUCATION - TO MAKE CONTINUING LEGAL PROFESSIONAL EDUCATION LAW-RELATED COURSES AVAILABLE TO MEMBERS AND NON-MEMBERS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$267,534ExpenseAmt
Revenue$124,593RevenueAmt
DescMEMBERSHIP AND COMMITTEE OPERATIONS - PROGRAMMING OFFERED TO THE COMMUNITY THROUGH CAREER SUPPORT, PRACTICE AREA SPECIFIC COMMITTEE GROUPS, NETWORKING EVENTS, ACCESS TO ETHICS RESOURCES AND PARTICIPATION IN THE DRAFTING OF REPORTS AND LEGAL ANALYSIS FOR THE PUBLIC INTEREST.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$558,502ExpenseAmt
Grant$16,000GrantAmt
Revenue$44,440RevenueAmt
DescCOMMUNICATIONS - THE NYCLA COMMUNICATIONS DEPARTMENT DEVELOPS AND MANAGES PROGRAMS AND SERVICES FOR THE NYCLA COMMUNITY, MADE APPROXIMATELY 6,000 ATTORNEYS, JUDGES, ACADEMICS, AND LAW SCHOOL STUDENTS. THROUGH MEMBER BENEFITS, EVENTS, COMMUNICATIONS, PUBLICATIONS, AND MORE, NYCLA HELPS MEMBERS KEEP LEARNING, STAY COMPETITIVE, EXPAND THEIR PROFESSIONAL NETWORKS, AND ELEVATE THEIR PROFESSIONAL BRAND. WEBSITE- WEBSITE PROVIDES VALUABLE CONTENT, AN INTERACTIVE PLATFORM FOR OUR COMMITTEES, AND ACCESS TO ALL THAT NYCLA MEMBERSHIP HAS TO OFFER. LIBRARY OPERATIONS - TO MAINTAIN A LAW LIBRARY AVAILABLE TO ALL MEMBERS, THE JUDICIARY AND GOVERNMENT OFFICIALS AND AGENCIES.OTHER PROGRAMS INCLUDE MINORITY INTERNSHIPS, ELECTRONIC NEWSLETTER, AND ASSOCIATION JUSTICE CENTER.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$558,502TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$16,000TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$44,440TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$1,690,860TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee27EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members55GoverningBodyVotingMembersCnt
Independent Voting Member55IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANTHE MARIA BOVABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2122676646PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1111 BROADWAY 10TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10006ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (59 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
ADRIENNE B KOCH
PRESIDENT2.002.00Yes (X)Yes (X)$0$0$0
RICHARD P SWANSON
PRESIDENT-ELECT2.002.00Yes (X)Yes (X)$0$0$0
RONALD MINKOFF
VICE PRESIDENT7.002.00Yes (X)Yes (X)$0$0$0
JAI CHANDRASEKHAR
SECRETARY2.002.00Yes (X)Yes (X)$0$0$0
DAVID M COHN
TREASURER2.00Yes (X)Yes (X)$0$0$0
HON ROLANDO T ACOSTA
DIRECTOR2.00Yes (X)$0$0$0
ANN LESK
DIRECTOR2.00Yes (X)$0$0$0
ARTHUR AUFSES
DIRECTOR2.00Yes (X)$0$0$0
ARTHUR NORMAN FIELD
DIRECTOR2.00Yes (X)$0$0$0
ASHA SMITH
DIRECTOR2.00Yes (X)$0$0$0
GEOFFREY BICKFORD
DIRECTOR2.00Yes (X)$0$0$0
CAROL SIGMOND
DIRECTOR2.002.00Yes (X)$0$0$0
CATHERINE CHRISTIAN
DIRECTOR2.00Yes (X)$0$0$0
CRAIG KESCH
DIRECTOR2.00Yes (X)$0$0$0
CRAIG LANDY
DIRECTOR2.00Yes (X)$0$0$0
EUGENE FRENKEL
DIRECTOR2.00Yes (X)$0$0$0
ONYA BRINSON
DIRECTOR2.00Yes (X)$0$0$0
HON BARBARA MOSES
DIRECTOR2.00Yes (X)$0$0$0
HON L AUSTIN DSOUZA
DIRECTOR2.00Yes (X)$0$0$0
HON ELIZABETH STONG
DIRECTOR2.00Yes (X)$0$0$0
HON DEBRA JAMES
DIRECTOR2.00Yes (X)$0$0$0
DYAN FINGUERRA-DUCHARME
DIRECTOR2.002.00Yes (X)$0$0$0
HENRY GREENBERG
DIRECTOR2.00Yes (X)$0$0$0
HON ROBERT REED
DIRECTOR2.00Yes (X)$0$0$0
HON STEWART AARON
DIRECTOR2.00Yes (X)$0$0$0
JACK YOSKOWITZ
DIRECTOR2.002.00Yes (X)$0$0$0
JAMES B KOBAK JR
DIRECTOR2.002.00Yes (X)$0$0$0
HON SHERRY HEITLER
DIRECTOR2.00Yes (X)$0$0$0
JOHN KENNEY
DIRECTOR2.00Yes (X)$0$0$0
JOSEPH BAMBARA
DIRECTOR2.00Yes (X)$0$0$0
LEW TESSER
DIRECTOR2.00Yes (X)$0$0$0
SCOTT HENNEY
DIRECTOR2.002.00Yes (X)$0$0$0
MARK BERMAN
DIRECTOR2.002.00Yes (X)$0$0$0
MEAGHAN GRAGG
DIRECTOR2.00Yes (X)$0$0$0
MARTHA COHEN STINE
DIRECTOR2.00Yes (X)$0$0$0
MEGAN DAVIS
DIRECTOR2.002.00Yes (X)$0$0$0
MICHAEL MCNAMARA
DIRECTOR2.00Yes (X)$0$0$0
MICHAEL MILLER
DIRECTOR2.00Yes (X)$0$0$0
NELSON TIMKEN
DIRECTOR2.00Yes (X)$0$0$0
THOMAS KURLAND
DIRECTOR2.00Yes (X)$0$0$0
PETA GORDON
DIRECTOR2.00Yes (X)$0$0$0
ROSALIND FINK
DIRECTOR2.00Yes (X)$0$0$0
RUSSELL MORRIS
DIRECTOR2.00Yes (X)$0$0$0
SAMUEL RUBIN
DIRECTOR2.00Yes (X)$0$0$0
SCOTT BERMAN
DIRECTOR2.002.00Yes (X)$0$0$0
SCOTT KLUGMAN
DIRECTOR2.002.00Yes (X)$0$0$0
STEPHEN HOFFMAN
DIRECTOR2.00Yes (X)$0$0$0
STEPHEN LESSARD
DIRECTOR2.002.00Yes (X)$0$0$0
HON NICHOLAS MOYNE
DIRECTOR2.00Yes (X)$0$0$0
SUSAN LINDENAUER
DIRECTOR2.002.00Yes (X)$0$0$0
THOMAS MARONEY
DIRECTOR2.00Yes (X)$0$0$0
VINCENT CHANG
DIRECTOR2.002.00Yes (X)$0$0$0
SUSANNA PARKER
DIRECTOR2.00Yes (X)$0$0$0
HON ALAN SCHEINKMAN
DIRECTOR2.00Yes (X)$0$0$0
DIANA SEN
DIRECTOR2.00Yes (X)$0$0$0
SOPHIA GIANACOPLOS
EXECUTIVE DIRECTOR35.00$209,223$0$14,960Yes (X)
ANTHE MARIA BOVA
GENERAL COUNSEL & DIRECTOR35.00$134,053$0$436Yes (X)
TONI VALENTI
DIRECTOR OF MARKETING AND35.00$117,789$0$14,960Yes (X)
BARI CHASE
DIRECTOR OF CLE INSTITUTE35.00$107,163$0$14,868Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$568,228TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$45,224TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MERRILL LYNCH WEALTH MANAGEMENTBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1225 LIBERTY ST 38TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10281ZIPCd
FieldValueIRS element (for citing)
ServicesINVESTMENT MANAGEMENT SERVICESServicesDesc
Compensation$125,531CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Membership Dues$459,880MembershipDuesAmt
Fundraising$678,304FundraisingAmt
Government Grants$277,915GovernmentGrantsAmt
All Other Contributions$193,755AllOtherContributionsAmt
Total Contributions$1,609,854TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CONTINUING LEGAL EDU. (CLE)541110$143,577$143,577
MEMBER BENEFITS541110$124,593$124,593
LIBRARY541110$256$256
FieldValueIRS element (for citing)
Total Program Service Revenue$268,426TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$369,952TotalRevenueColumnAmt
Exclusion$369,952ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$126,248TotalRevenueColumnAmt
Exclusion$126,248ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$9,330,987SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$9,446,057SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$115,070SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$115,070TotalRevenueColumnAmt
Exclusion-$115,070ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$135,916FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$678,304ContriRptFundraisingEventAmt
Fundraising Direct Expenses$279,204FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$143,288TotalRevenueColumnAmt
Exclusion-$143,288ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISC. REVENUEDesc
Business900099BusinessCd
Total Revenue Column$44,184TotalRevenueColumnAmt
Related Or Exempt Func Income$44,184RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$44,184OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,160,306TotalRevenueColumnAmt
Related Or Exempt Func Income$312,610RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$237,842ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$16,000TotalAmt
Program Services$16,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$224,184TotalAmt
Program Services$154,535ProgramServicesAmt
Management And General$66,510ManagementAndGeneralAmt
Fundraising$3,139FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,014,240TotalAmt
Program Services$695,608ProgramServicesAmt
Management And General$304,673ManagementAndGeneralAmt
Fundraising$13,959FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$76,420TotalAmt
Program Services$44,786ProgramServicesAmt
Management And General$29,802ManagementAndGeneralAmt
Fundraising$1,832FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$87,109TotalAmt
Program Services$65,128ProgramServicesAmt
Management And General$20,766ManagementAndGeneralAmt
Fundraising$1,215FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$42,801TotalAmt
Management And General$42,801ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$125,531TotalAmt
Management And General$125,531ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$236,934TotalAmt
Program Services$93,731ProgramServicesAmt
Management And General$143,203ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$386,219TotalAmt
Program Services$375,105ProgramServicesAmt
Management And General$7,389ManagementAndGeneralAmt
Fundraising$3,725FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,000TotalAmt
Program Services$1,820ProgramServicesAmt
Management And General$160ManagementAndGeneralAmt
Fundraising$20FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$5,804TotalAmt
Program Services$5,489ProgramServicesAmt
Management And General$315ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,238TotalAmt
Management And General$1,238ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$147,763TotalAmt
Program Services$143,316ProgramServicesAmt
Management And General$3,953ManagementAndGeneralAmt
Fundraising$494FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$61,625TotalAmt
Program Services$17,997ProgramServicesAmt
Management And General$43,628ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROGRAM EXPENSES$81,477$41,564$39,913$0
PUBLICATIONS$24,827$24,827
SPONSORED COMMITTEE$9,302$9,302$0$0
EQUIP LEASING & REPAIR$8,247$1,652$6,595$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,500TotalAmt
Management And General$1,500ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,553,221TotalAmt
Program Services$1,690,860ProgramServicesAmt
Management And General$837,977ManagementAndGeneralAmt
Fundraising$24,384FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,379,540BOYAmt
EOY$170,804EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$398,401BOYAmt
EOY$271,613EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$137,182BOYAmt
EOY$189,461EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$223,677BOYAmt
EOY$202,904EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,621,766LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$356,234LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,210,679BOYAmt
EOY$1,265,532EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$16,262,215BOYAmt
EOY$19,096,945EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,675,737BOYAmt
EOY$1,352,511EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$21,287,431BOYAmt
EOY$22,549,770EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$116,757BOYAmt
EOY$48,502EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$423,674BOYAmt
EOY$400,124EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,810,430BOYAmt
EOY$1,487,854EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,350,861BOYAmt
EOY$1,936,480EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,843,549BOYAmt
EOY$13,003,498EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,093,021BOYAmt
EOY$7,609,792EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$18,936,570BOYAmt
EOY$20,613,290EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$21,287,431BOYAmt
EOY$22,549,770EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$392,915ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,069,625NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$10OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,635,556CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,200,205CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,327,852CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,523,258CurrentTaxYearMinus1YearAmt
Current Tax Year$1,609,854CurrentTaxYearAmt
Total$7,296,725TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$461,339CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$389,795CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$329,325CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$291,578CurrentTaxYearMinus1YearAmt
Current Tax Year$268,426CurrentTaxYearAmt
Total$1,740,463TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,096,895CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,590,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,657,177CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,814,836CurrentTaxYearMinus1YearAmt
Current Tax Year$1,878,280CurrentTaxYearAmt
Total$9,037,188TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$16,838CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,381CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,773CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,516CurrentTaxYearMinus1YearAmt
Current Tax Year$25,254CurrentTaxYearAmt
Total$91,762TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$16,838CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,381CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,773CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,516CurrentTaxYearMinus1YearAmt
Current Tax Year$25,254CurrentTaxYearAmt
Total$91,762TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$8,945,426PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$514,505CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$365,130CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$408,468CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$466,511CurrentTaxYearMinus1YearAmt
Current Tax Year$496,200CurrentTaxYearAmt
Total$2,250,814TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$514,505CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$365,130CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$408,468CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$466,511CurrentTaxYearMinus1YearAmt
Current Tax Year$496,200CurrentTaxYearAmt
Total$2,250,814TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$83,548CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,179,081CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,662CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$148,185CurrentTaxYearMinus1YearAmt
Current Tax Year$44,184CurrentTaxYearAmt
Total$1,487,660TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,694,948CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,134,211CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,098,307CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,429,532CurrentTaxYearMinus1YearAmt
Current Tax Year$2,418,664CurrentTaxYearAmt
Total$12,775,662TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.70020PublicSupportCY509Pct
Public Support PY5090.69660PublicSupportPY509Pct
Investment Income CY0.17620InvestmentIncomeCYPct
Investment Income PY0.17280InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationOTHER INCOME - 2019 AMOUNT: $ 83,548. 2020 AMOUNT: $ 26,914. 2021 AMOUNT: $ 32,662. 2022 AMOUNT: $ 148,185. 2023 AMOUNT: $ 44,184. INT ON MEM DIS INS PROGRAM - 2020 AMOUNT: $ 1,152,167.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,566FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,566FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$2,551,655FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$2,553,221FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$277,661FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$69,415FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$508,685CurrentYearMinus3Amt
Current Year Minus2$433,735CurrentYearMinus2Amt
Current Year Minus1$271,452CurrentYearMinus1Amt
Current Year$277,661CurrentYearAmt
Total$1,491,533TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$2,237,300LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$68CurrentYearMinus3Amt
Current Year Minus2$217CurrentYearMinus2Amt
Current Year Minus1$456CurrentYearMinus1Amt
Current Year$1,566CurrentYearAmt
Total$2,307TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$127,171CurrentYearMinus3Amt
Current Year Minus2$108,434CurrentYearMinus2Amt
Current Year Minus1$67,863CurrentYearMinus1Amt
Current Year$69,415CurrentYearAmt
Total$372,883TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$559,325GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,093,021BeginningYearBalanceAmt
Contributions$152,952ContributionsAmt
Investment Earnings Or Losses$479,593InvestmentEarningsOrLossesAmt
Other Expenditures$115,774OtherExpendituresAmt
End Year Balance$7,609,792EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,874,705BeginningYearBalanceAmt
Contributions$13,750ContributionsAmt
Investment Earnings Or Losses-$795,434InvestmentEarningsOrLossesAmt
End Year Balance$7,093,021EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,345,164BeginningYearBalanceAmt
Contributions$112,813ContributionsAmt
Investment Earnings Or Losses$520,406InvestmentEarningsOrLossesAmt
Other Expenditures$103,678OtherExpendituresAmt
End Year Balance$7,874,705EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,012,886BeginningYearBalanceAmt
Contributions$120,072ContributionsAmt
Investment Earnings Or Losses$334,481InvestmentEarningsOrLossesAmt
Other Expenditures$122,275OtherExpendituresAmt
End Year Balance$7,345,164EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,308,497BeginningYearBalanceAmt
Contributions$292,775ContributionsAmt
Investment Earnings Or Losses$659,007InvestmentEarningsOrLossesAmt
Other Expenditures$247,393OtherExpendituresAmt
End Year Balance$7,012,886EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.94006PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.05994TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$541,680OtherCostOrOtherBasisAmt
Book Value$541,680BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,080,086OtherCostOrOtherBasisAmt
Depreciation$356,234DepreciationAmt
Book Value$723,852BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,265,532TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
RIGHT-OF-USE ASSET$1,303,602
DUE FROM AFFILIATES$48,909
FieldValueIRS element (for citing)
Total Book Value Other Assets$1,352,511TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescOPERATING LEASEDesc
Amt$1,487,854Amt
FieldValueIRS element (for citing)
Total Liability$1,487,854TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$4,384,754TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,069,625NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$280,354DonatedServicesAndUseFcltsAmt
Revenue Not Reported$2,349,979RevenueNotReportedAmt
Revenue Subtotal$2,034,775RevenueSubtotalAmt
Investment Expenses Not Incld$125,531InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$125,531RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,160,306TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,708,044TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$280,354DonatedServicesUseFcltsAmt
Expenses Not Reported$280,354ExpensesNotReportedAmt
Expenses Subtotal$2,427,690ExpensesSubtotalAmt
Investment Expenses Not Incld2$125,531InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$125,531ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,553,221TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART V, LINE 4:FormAndLineReferenceDesc
ExplanationTHE MAJORITY OF THE RESTRICTED FUNDS ARE FOR MODERNIZATION OF THE LIBRARY AND FOR THE PURCHASE OF BOOKS, PERIODICALS, INFORMATION AND LIBRARY SERVICES. THE TEMPORARILY RESTRICTED FUNDS BELONG TO VARIOUS NYCLA COMMITTEES. THE FUNDS ARE TO BE USED FOR THEIR MEETINGS AND SPECIAL PROJECTS.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event12023 NYCLA SPECIAL EVENTEvent1Nm
Gross Receipts Event1$814,220GrossReceiptsEvent1Amt
Charitable Contri Event1$678,304CharitableContriEvent1Amt
Gross Revenue Event1$135,916GrossRevenueEvent1Amt
Other Direct Expenses Event1$279,204OtherDirectExpensesEvent1Amt
Gross Receipts Total$814,220GrossReceiptsTotalAmt
Charitable Contributions Tot$678,304CharitableContributionsTotAmt
Gross Revenue Total Events$135,916GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$279,204OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$279,204DirectExpenseSummaryEventsAmt
Net Income Summary-$143,288NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeMINORITY JUDICIAL INTERNSHIP PROGRAMGrantTypeTxt
Recipient4RecipientCnt
Cash Grant$16,000CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE NEW YORK COUNTY LAWYERS ASSOCIATION PREPARES AN INTERNAL BUDGET FOR GRANT FUNDS AND MATCHES/CHARGES EXPENSES ACCORDINGLY.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonSOPHIA GIANACOPLOSPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$209,223BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$14,960NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$224,183TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III - LINE 1THE NEW YORK COUNTY LAWYERS ASSOCIATION (THE "ASSOCIATION") IS ORGANIZED AND SHALL BE OPERATED AS A BAR ASSOCIATION EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES WITH THE PRIMARY OBJECT OF PROMOTING THE PUBLIC INTEREST BY: 1) ADVANCING THE SCIENCE OF JURISPRUDENCE; 2) PROMOTING THE ADMINISTRATION OF JUSTICE AND REFORMS IN THE LAW IN THE PUBLIC INTEREST; 3) ELEVATING THE STANDARDS OF INTEGRITY, HONOR AND COURTESY IN THE LEGAL PROFESSION AND FOSTERING THE SPIRIT OF COLLEGIALITY AMONG MEMBERS OF THE ASSOCIATION AND THROUGHOUT THE BAR; 4) APPLYING ITS KNOWLEDGE AND EXPERIENCE IN THE FIELD OF LAW TO THE PROMOTION OF THE PUBLIC GOOD; 5) ARRANGING FOR THE PROVISION BY ITS MEMBERS OF FREE LEGAL SERVICES FOR INDIGENT, LOW INCOME AND OTHER PERSONS IN NEED; 6) ENSURING ACCESS TO JUSTICE FOR ALL; 7) ADVOCATING FOR A STRONG AND INDEPENDENT JUDICIARY; 8) ENCOURAGING DIVERSITY THROUGHOUT THE LEGAL PROFESSION; 9) MAINTAINING HIGH ETHICAL STANDARDS FOR THE BENCH AND BAR; AND 10) PROMOTING HIGH-QUALITY LEGAL EDUCATION AND OTHER RESOURCES FOR LAW STUDENTS AND LAWYERS; AND SUCH OTHER CHARITABLE AND EDUCATIONAL ACTIVITIES APPROPRIATE TO A BAR ASSOCIATION AS WILL PRIMARILY PROMOTE THE PUBLIC INTEREST.
PART I, LINE 5 & PART V, LINE 2ATHE ASSOCIATION HAS AN EMPLOYMENT MANAGEMENT AGREEMENT WITH A PROFESSIONAL EMPLOYER ORGANIZATION ("PEO") THAT PROVIDES A COMPREHENSIVE PERSONNEL MANAGEMENT SYSTEM ENCOMPASSING A BROAD RANGE OF SERVICES, INCLUDING BENEFITS AND PAYROLL ADMINISTRATION, HEALTH, PENSION, WORKER'S COMPENSATION INSURANCE PROGRAMS, PERSONNEL RECORDS MANAGEMENT, EMPLOYER LIABILITY MANAGEMENT, ETC.
FORM 990, PART VI, SECTION A, LINE 6THE NEW YORK COUNTY LAWYERS' ASSOCIATION WAS INCORPORATED AS A MEMBERSHIP ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 7ABY-LAWS ARTICLE 11 ELECTIONS: SECTION 1. EXCEPT AS OTHERWISE EXPRESSLY PROVIDED IN THE ASSOCIATION'S BY-LAWS, ALL MEMBERS OF THE BOARD OF DIRECTORS, ALL OFFICERS AND ALL MEMBERS OF THE COMMITTEE ON NOMINATIONS SHALL BE ELECTED BY THE MEMBERS OF THE ASSOCIATION WHO ARE ENTITLED TO VOTE. SECTION 2. THE COMMITTEE ON NOMINATIONS SHALL ANNUALLY MAKE NOMINATIONS FOR THOSE OFFICERS AND DIRECTORS OF THE ASSOCIATION TO BE ELECTED AT THE NEXT ANNUAL MEETING OF THE ASSOCIATION. UPON THIRTY (30) DAYS NOTICE TO THE MEMBERSHIP OF THE ASSOCIATION AS TO THE MEETING DATE, THE COMMITTEE ON NOMINATIONS SHALL MEET BETWEEN THE FIRST DAY OF JANUARY AND THE FIRST THURSDAY OF FEBRUARY FOR THE PURPOSE OF ELECTING A CHAIR FOR THAT YEAR AND TO CONDUCT AN OPEN MEETING FOR THE PURPOSE OF RECEIVING NOMINATION RECOMMENDATIONS. THE COMMITTEE SHALL THEREAFTER MAKE NOMINATIONS. THE COMMITTEE SHALL NOMINATE THE OFFICERS FOR THE ASSOCIATION AND ADVISE THEM OF THE FACT OF THEIR NOMINATION. THE COMMITTEE ON NOMINATIONS SHALL NOMINATE (A) TEN (10) CANDIDATES FOR MEMBERSHIP TO THE BOARD OF DIRECTORS TO SERVE A TERM OF THREE (3) YEARS PURSUANT TO ARTICLE 9 AND (B) SUCH ADDITIONAL CANDIDATES FOR MEMBERSHIP TO THE BOARD OF DIRECTORS AS MAY BE REQUIRED TO FILL ANY VACANCIES FOR THE UNEXPIRED TERMS OF SUCH PREDECESSORS. THE CHAIR OF THE COMMITTEE ON NOMINATIONS SHALL ADVISE THE SECRETARY OF SUCH NOMINATIONS NOT LESS THAN FORTY-FIVE (45) DAYS PRIOR TO THE DATE OF THE ANNUAL MEETING. SECTION 3. ANY ONE HUNDRED (100) MEMBERS OF THE ASSOCIATION WHO ARE ENTITLED TO VOTE MAY, BY WRITING DELIVERED AT THE OFFICE OF THE SECRETARY OF THE ASSOCIATION NOT LESS THAN SIXTY (60) DAYS PRIOR TO THE ANNUAL MEETING, PROPOSE CANDIDATES FOR ANY OR ALL OF THE OFFICES OR DIRECTORSHIPS TO BE ELECTED AT SUCH ANNUAL MEETING, AND THE NAMES OF SUCH CANDIDATES SHALL THEREUPON BE PRINTED ON THE SAME BALLOT WITH THOSE OF THE CANDIDATES OF THE COMMITTEE ON NOMINATIONS BUT IN A SEPARATE COLUMN AND UNDER THE DESIGNATIONS OF THE RESPECTIVE OFFICES FOR WHICH THEY HAVE BEEN NOMINATED. SECTION 4. NOT LESS THAN THIRTY (30) DAYS PRIOR TO THE DATE OF THE ANNUAL MEETING, THE SECRETARY SHALL MAIL A NOTICE TO EVERY MEMBER OF THE ASSOCIATION ENTITLED TO VOTE SETTING FORTH THE CANDIDATES NOMINATED BY THE COMMITTEE ON NOMINATIONS, THE CANDIDATES NOMINATED BY THE PRESIDENT FOR ELECTION TO THE COMMITTEE ON NOMINATIONS AND, IF ANY, THE CANDIDATES PROPOSED BY THE MEMBERS PURSUANT TO SECTION 3 OF THIS ARTICLE 11 OR SECTION 2 OF ARTICLE 15. SECTION 5. IF CANDIDATES SHALL HAVE BEEN PROPOSED BY MEMBERS PURSUANT TO SECTION 3 OF THIS ARTICLE 11, OR SECTION 2 OF ARTICLE 15, THE SECRETARY SHALL, NOT LESS THAN THIRTY (30) DAYS PRIOR TO THE DATE OF SUCH MEETING, MAIL TO EVERY MEMBER OF THE ASSOCIATION WHO IS ENTITLED TO VOTE A BALLOT AND A FORM OF PROXY. THE BALLOT SHALL CONTAIN THE NAMES OF ALL CANDIDATES AND BE OF SUCH A NATURE THAT THE NAME AND SIGNATURE OF THE VOTER SHALL BE AVAILABLE TO VERIFY MEMBERSHIP BUT SHALL NOT BE AVAILABLE TO THE INSPECTORS OF ELECTION. THE PROXY SHALL AUTHORIZE AND DIRECT THREE (3) OFFICERS OF THE ASSOCIATION, DESIGNATED BY THE PRESIDENT, OR ANY OF THEM, TO ACT FOR THE VOTER BY CASTING THE ACCOMPANYING BALLOT AT SUCH MEETING OR ANY ADJOURNMENT THEREOF. THE PROXY AND BALLOT SHALL BE FILED WITH THE ASSOCIATION NOT LESS THAN TWO (2) DAYS PRIOR TO THE DATE OF THE MEETING. UNTIL ACTUALLY CAST AT THE MEETING, THE BALLOT AND THE PROXY SHALL BE KEPT TOGETHER AND ANY VOTER PRESENT AT THE MEETING SHALL HAVE RIGHT TO WITHDRAW THE SAME AND VOTE IN PERSON. THE FIRST ORDER OF BUSINESS AT SUCH MEETING SHALL BE THE APPOINTMENT BY THE PRESIDENT OF TWO (2) INSPECTORS WHO SHALL CONDUCT THE BALLOTING AND CANVASS THE VOTES. THE BALLOTING AND CANVASSING OF THE VOTE SHALL THEN PROCEED FORTHWITH, AND IMMEDIATELY UPON COMPLETION THEREOF, THE INSPECTORS SHALL REPORT THE RESULTS TO THE PRESIDENT. IF FEASIBLE, THE PRESIDENT SHALL ANNOUNCE THE RESULTS AT SUCH MEETING. ARTICLE 15 COMMITTEE ON NOMINATIONS SECTION 1. THE COMMITTEE ON NOMINATIONS SHALL CONSIST OF FIFTEEN (15) MEMBERS DIVIDED INTO THREE (3) CLASSES OF FIVE (5) MEMBERS EACH WHO SHALL BE NOMINATED BY THE PRESIDENT NOT LATER THAN FORTY-FIVE (45) DAYS PRIOR TO THE DATE OF THE ANNUAL MEETING. FIVE (5) MEMBERS OF THE COMMITTEE SHALL BE ELECTED ANNUALLY FOR TERMS OF THREE (3) YEARS, AS PROVIDED IN ARTICLE 11 OF THESE BY-LAWS. A PERSON WHO HAS SERVED ON THE COMMITTEE ON NOMINATIONS FOR TWO (2) CONSECUTIVE THREE (3)-YEAR TERMS SHALL NOT BE ELIGIBLE FOR A TERM IMMEDIATELY SUCCEEDING. IF A VACANCY ON THE COMMITTEE ON NOMINATIONS OCCURS DURING THE YEAR, A SUCCESSOR SHALL BE SELECTED BY THE PRESIDENT TO SERVE UNTIL THE NEXT ANNUAL MEETING, PROVIDED THAT SUCH PERSON SHALL NOT HAVE SERVED ON SUCH COMMITTEE IN THE IMMEDIATELY PRECEDING YEAR. SECTION 2. ANY ONE HUNDRED (100) MEMBERS OF THE ASSOCIATION WHO ARE ENTITLED TO VOTE MAY, BY WRITING DELIVERED TO THE SECRETARY OF THE ASSOCIATION NOT LATER THAN JANUARY 1ST IN EACH YEAR, PROPOSE CANDIDATES FOR ELECTION TO MEMBERSHIP ON THE COMMITTEE ON NOMINATIONS, AND ALL NOMINATIONS THUS MADE SHALL BE INDICATED ON THE BALLOT MAILED TO MEMBERS OF THE ASSOCIATION AS PROVIDED IN ARTICLE 11 OF THESE BY-LAWS.
FORM 990, PART VI, SECTION A, LINE 7BTHE BY-LAWS MAY BE AMENDED AT ANY MEETING OF THE ASSOCIATION BY TWO-THIRDS VOTE OF THE MEMBERS PRESENT IN PERSON OR BY PROXY PROVIDED THAT A COPY OF THE PROPOSED AMENDMENT SHALL HAVE BEEN MAILED TO THE MEMBERS OF THE ASSOCIATION OR SENT ELECTRONICALLY WITH THE NOTICE OF MEETING AT LEAST TWENTY (20) DAYS IN ADVANCE OF THE DATE OF SUCH MEETING. ACTION ON SUCH PROPOSED AMENDMENT SHALL BE HAD AT THAT MEETING OR AT ANY SUBSEQUENT MEETING, PROVIDED THAT NO ACTION SHALL BE TAKEN AT ANY SUBSEQUENT MEETING UNLESS THE NOTICE FOR SAID MEETING STATES THAT THE PROPOSED AMENDMENT WILL BE PRESENTED FOR FURTHER CONSIDERATION AND ACTION. PROPOSED AMENDMENTS MAY BE INITIATED BY THE BOARD OF DIRECTORS OR BY SUBMITTING SAME IN WRITING, DULY SUBSCRIBED BY AT LEAST ONE HUNDRED (100) MEMBERS WHO ARE ENTITLED TO VOTE, TO THE SECRETARY, WHO SHALL THEREUPON GIVE NOTICE THEREOF IN THE MANNER HEREINBEFORE PROVIDED. UPON CONSIDERATION OF ANY PROPOSED AMENDMENT, AMENDMENTS THERETO MAY BE OFFERED AND VOTED UPON AT THE MEETING.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 WILL BE PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12CTHE CONFLICT OF INTEREST POLICY IS SIGNED ANNUALLY BY THE ASSOCIATION'S BOARD MEMBERS.
FORM 990, PART VI, SECTION C, LINE 19THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA THE ASSOCIATION'S WEBSITE UNDER THE GOVERNANCE TAB.
FORM 990, PART XI, LINE 9:PRIOR PERIOD ADJUSTMENT 10.

Schedule R IRS990ScheduleR

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EIN136185988EIN
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