2023-10-04T16:54:05-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 2021 SPRING ROAD SUITE 200 OAK BROOK IL 60523 990 2022-01-01 363442222 LEGAL MARKETING ASSOCIATION LEGA 3126446610 330 NORTH WABASH SUITE 2000 CHICAGO IL 60611 ROY SEXTON PRESIDENT 3126446610 2023-10-04 1 ROY SEXTON 999009999 0 JAMES R THOMAS P00095586 6305738600 2023-10-04 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ROY SEXTON 330 NORTH WABASH SUITE 2000 CHICAGO IL 60611 5715312 0 X WWW.LEGALMARKETING.ORG X 1985 IL TO MAINTAIN THE PROFESSIONAL STANDARDS OF THOSE INVOLVED IN THE MARKETING FOR THE LEGAL PROFESSION. 12 12 0 401 0 0 1553965 1611402 1433983 2551218 241958 3027 557367 561081 3787273 4726728 0 0 0 0 0 0 0 0 0 3757124 5267724 3757124 5267724 30149 -540996 3459145 2747013 959728 1036617 2499417 1710396 TO SERVE THE NEEDS AND MAINTAIN THE PROFESSIONAL STANDARDS OF THOSE INVOLVED IN MARKETING THE LEGAL PROFESSION. 0 0 CONFERENCES AND MEETINGS: THE 2022 LEGAL MARKETING ASSOCIATION ANNUAL CONFERENCE WAS HELD IN LAS VEGAS, NEVADA. THE PROGRAM IS RESEARCH-BASED, MARKET-DRIVEN AND REFLECTS THE WANTS AND NEEDS OF LMA'S DIVERSE AND EVOLVING INDUSTRY. PRINTING AND PUBLICATIONS - STRATEGIES - THE JOURNAL OF LEGAL MARKETING IS PUBLISHED BIMONTHLY. STRATEGIES IS DISTRIBUTED TO LMA MEMBERS AS A PROFESSIONAL DEVELOPMENT TOOL FOR THOSE INVOLVED IN LAW FIRM MARKETING. IN ADDITION, IT IS DISTRIBUTED TO OTHERS WHO SUPPORT AND WRITE ABOUT THIS INDUSTRY. THE ANNUAL SUBSCRIPTION FEE IS INCLUDED IN LMA MEMBERS' DUES. 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 0 0 0 0 0 0 0 0 0 X 12 12 0 1 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X SMITHBUCKLIN CORPORATION 3126734750 330 N WABASH SUITE 2000 CHICAGO IL 60611 X BRENDA PLOWMAN PRESIDENT 1.00 X X 0 0 0 KELLY MACKINNON IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 ROY SEXTON PRESIDENT-ELECT 1.00 X X 0 0 0 KEVIN IREDELL SECRETARY 1.00 X X 0 0 0 MICHELLE FRIENDS TREASURER 1.00 X X 0 0 0 ANDREW LAVER TREASURER-ELECT 1.00 X 0 0 0 AMY VERHULST REGIONAL LEADERS' COMMITTEE 1.00 X 0 0 0 JOHN BYRNE MEMBER-AT-LARGE 1.00 X 0 0 0 MORGAN LEIGH HORVITZ MEMBER-AT-LARGE 1.00 X 0 0 0 NIKKI SHERRILL MEMBER-AT-LARGE 1.00 X 0 0 0 DIANA LAURITSON MEMBER-AT-LARGE 1.00 X 0 0 0 JESSICA HAARSGAARD MEMBER-AT-LARGE 1.00 X 0 0 0 DANIELLE HOLLAND CHIEF EXECUTIVE OFFICER 40.00 X 0 0 0 0 0 0 0 0 0 0 SMITHBUCKLIN CORPORATION 330 N WABASH AVE CHICAGO IL 60611 MANAGEMENT SERVICES 2926485 MGM RESORTS INTERNATIONAL 880 GRIER DR LAS VEGAS NV 89119 CONFERENCE LOCATION RENTAL 749097 FREEMAN 1600 VICEROY SUITE 100 DALLAS TX 752352306 EVENT SERVICES 156683 DREAM TEAM HOTEL ASSOCIATES LLC 100 PARK AVE FL 18 NEW YORK NY 100175583 CONFERENCE LOCATION RENTAL 127829 ELAN FINANCIAL SERVICES PO BOX 6335 FARGO ND 58125 PREPAID DEBIT CARD 120000 7 1611402 1611402 CONFERENCES 900099 2449831 2449831 EDUCATION COMMITTEE 900099 100327 100327 INITIATION FEES 900099 1060 1060 2551218 48285 48285 943326 988584 -45258 -45258 -45258 JOB BANK 541800 558744 558744 OTHER 541800 2337 2337 561081 4726728 3112299 0 3027 807893 47615 119791 11679 6768 28416 294771 2777 2216123 19969 21066 COMMITTEES 729929 EDUCATION 313420 BOARD OF DIRECTORS 279982 MEMBERSHIP SERVICES 204104 163421 5267724 882859 511875 186489 34935 97439 31930 346762 441090 76000 42029 48815 33971 1896781 1693212 3459145 2747013 240922 111162 718806 925455 959728 1036617 X 2499417 1710396 2499417 1710396 3459145 2747013 -540996 -248025 0 X X 0 1 X 1 0 76000 42029 33971 33971 X 4478703 -248025 -248025 4726728 0 4726728 5267724 0 5267724 0 5267724 PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. THE ASSOCIATION IS SUBJECT TO INCOME TAXES ON ITS UNRELATED BUSINESS INCOME. THERE WAS NO ACCRUAL FOR TAXES OWED FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021. THE ASSOCIATION FOLLOWS THE REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE ASSOCIATION HAS DETERMINED THAT THEY ARE NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2022 AND 2021. FORM 990, PART VI, SECTION A, LINE 3 SMITHBUCKLIN CORPORATION IS A MANAGEMENT COMPANY WHICH MANAGES ALL ASPECTS OF THE ORGANIZATION IN ACCORDANCE WITH THE ORGANIZATION'S BYLAWS AND POLICIES. OPERATIONS MAY INCLUDE BUT ARE NOT LIMITED TO ADMINISTRATION, MEMBERSHIP, FINANCE AND ACCOUNTING, CONVENTION/TRADESHOW/MEETING PLANNING, EDUCATION, MARKETING, INFORMATION TECHNOLOGY AND GOVERNMENT RELATIONS. SMITHBUCKLIN EMPLOYEES PROVIDE THESE SERVICES AND TOTAL FEES PAID TO SMITHBUCKLIN IS $2,926,485. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS A MEMBER ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7A REGULAR MEMBERS ARE ALLOWED TO VOTE IN THE ASSOCIATION ELECTIONS OF THE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B REGULAR MEMBERS ARE ALLOWED TO VOTE ON BYLAWS CHANGES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS APPROVED BY THE BOARD AT THE BOARD MEETING BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A ASSOCIATION FORUM SALARY SURVEY IS USED IN DETERMINING THE AMOUNT TO BE PAID FOR CHIEF EXECUTIVE OFFICER SERVICES PROVIDED BY AN ASSOCIATION MANAGEMENT COMPANY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS OF ASSUMING OVERSIGHT RESPONSIBILITY FOR THE SELECTION OF INDEPENDENT ACCOUNTANTS HAS NOT CHANGED FROM THE PRIOR YEAR.