2022-11-07T09:20:15-06:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 1301 WEST 22ND STREET SUITE 1100 OAK BROOK IL 60523 990 2021-01-01 363442222 LEGAL MARKETING ASSOCIATION LEGA 3126446610 330 NORTH WABASH SUITE 2000 CHICAGO IL 60611 DANIELLE HOLLAND CHIEF EXECUTIVE OFFICER 3126446610 2022-10-31 1 DANIELLE HOLLAND 999009999 JAMES R THOMAS P00095586 6305738600 2022-10-31 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z DANIELLE HOLLAND 330 NORTH WABASH SUITE 2000 CHICAGO IL 60611 5229546 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 0 440 52880 5325 1665388 1553965 1178470 1433983 54271 241958 222583 557367 3120712 3787273 0 0 0 0 0 0 0 0 0 3283773 3757124 3283773 3757124 -163061 30149 3183828 3459145 591662 959728 2592166 2499417 TO SERVE THE NEEDS AND MAINTAIN THE PROFESSIONAL STANDARDS OF THOSE INVOLVED IN MARKETING THE LEGAL PROFESSION. 0 0 CONFERENCES AND MEETINGS: THE 2021 LEGAL MARKETING ASSOCIATION ANNUAL CONFERENCE WAS HELD IN HOLLYWOOD, FLORIDA, WHICH INCLUDED A VIRTUAL OPTION. 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 19 0 0 1 1 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 JILL HUSE IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 ROY SEXTON TREASURER 1.00 X X 0 0 0 JOHN BYRNE REGIONAL LEADERS' COMMITTEE 1.00 X 0 0 0 KELLY MACKINNON PRESIDENT 1.00 X X 0 0 0 BRENDA PLOWMAN PRESIDENT-ELECT 1.00 X X 0 0 0 KEVIN IREDELL SECRETARY 1.00 X X 0 0 0 MICHELLE FRIENDS TREASURER-ELECT 1.00 X 0 0 0 MORGAN LEIGH HORVITZ MEMBER-AT-LARGE 1.00 X 0 0 0 CHRISTINE HARRIS MEMBER-AT-LARGE 1.00 X 0 0 0 DIANNE RYCHLEWSKI MEMBER-AT-LARGE 1.00 X 0 0 0 ANDREW LAVER MEMBER-AT-LARGE 1.00 X 0 0 0 NIKKI SHERRILL 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 2725077 DIPLOMAT BEACH RESORT THE 3555 S OCEAN DRIVE HOLLYWOOD FL 33019 HOTEL / EVENT LOCATION 395712 KELLOGG HANSEN TODD FIGEL & FREDERICK 1615 M STREET NW SUITE 400 WASHINGTON DC 20036 LEGAL FEES 127281 ALLIANT EVENT SERVICES 196 UNIVERSITY PKWY POMONA CA 91768 EVENT SERVICES 124327 WEBSTER CHAMBERLAIN & BEAN LLP 1747 PENNSYLVANIA AVE NW SUITE 1 WASHINGTON DC 20036 LEGAL FEES 116558 5 1553965 1553965 CONFERENCES 900099 1310386 1310386 EDUCATION COMMITTEE 900099 71111 71111 JOURNAL 541800 25135 25135 WEBINARS 900099 23791 23791 INITIATION FEES 900099 3440 3440 120 120 1433983 50258 50258 1633973 1442273 191700 191700 191700 JOB BANK 541800 451236 451236 OTHER 541800 78386 78386 WEBSITE ADVERTISING 541800 27745 27745 557367 3787273 1938470 52880 241958 662318 45228 92768 12970 11428 28910 254841 1317075 15744 23328 COMMITTEES 469082 MEMBERSHIP SERVICES 276852 EDUCATION 228054 BOARD OF DIRECTORS 165176 153350 3757124 732044 882859 15677 186489 24105 97439 215129 346762 64559 15744 64559 48815 2132314 1896781 3183828 3459145 70590 240922 521072 718806 591662 959728 X 2592166 2499417 2592166 2499417 3183828 3459145 30149 -122898 0 X X 0 1 X 1 0 64559 15744 48815 48815 X 3664375 -122898 -122898 3787273 0 3787273 3757124 0 3757124 0 3757124 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, 2021 AND 2020. 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, 2021 AND 2020. 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 $2,725,077. 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.