2025-08-06T12:03:13-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 2021 SPRING ROAD SUITE 200 OAK BROOK IL 60523 990 2024-01-01 363442222 LEGAL MARKETING ASSOCIATION LEGA 3126446610 330 NORTH WABASH SUITE 2000 CHICAGO IL 60611 ASHLEY STENGER CHIEF EXECUTIVE OFFICER 3126446610 2025-08-06 1 0 ASHLEY BARSEMA P01332786 6305738600 2025-08-06 2024 2025-03-06 01:10:19Z ASHLEY STENGER 330 NORTH WABASH SUITE 2000 CHICAGO IL 60611 6100098 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 0 370 105200 0 1944188 1998898 3415421 3749560 -3452 144092 263863 180353 5620020 6072903 0 0 0 0 0 0 0 0 0 5923371 5953635 5923371 5953635 -303351 119268 3118220 3155727 1540455 1445729 1577765 1709998 TO SERVE THE NEEDS AND MAINTAIN THE PROFESSIONAL STANDARDS OF THOSE INVOLVED IN MARKETING THE LEGAL PROFESSION. 0 0 CONFERENCES AND MEETINGS: THE 2024 LEGAL MARKETING ASSOCIATION ANNUAL CONFERENCE WAS HELD IN SAN DIEGO, CALIFORNIA. 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 11 0 1 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 IL X KELLY SHATZER 3126734750 330 N WABASH SUITE 2000 CHICAGO IL 60611 X KEVIN IREDELL PRESIDENT 1.00 X X 0 0 0 JOHN BYRNE PRESIDENT-ELECT 1.00 X X 0 0 0 ROY SEXTON IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 AMY VERHULST SECRETARY 1.00 X X 0 0 0 RACHEL SHIELDS WILLIAMS TREASURER 1.00 X X 0 0 0 PAUL BONNER TREASURER-ELECT 1.00 X X 0 0 0 JESSICA HAARSGAARD REGIONAL LEADERS' COMMITTEE CHAIR 1.00 X 0 0 0 TAHISHA FUGATE MEMBER-AT-LARGE 1.00 X 0 0 0 TRISH LILLEY MEMBER-AT-LARGE 1.00 X 0 0 0 DANIELLE SMITH MEMBER-AT-LARGE 1.00 X 0 0 0 TERRA DAVIS MEMBER-AT-LARGE 1.00 X 0 0 0 SHEENIKA GANDHI MEMBER-AT-LARGE 1.00 X 0 0 0 ASHLEY STENGER CHIEF EXECUTIVE OFFICER 40.00 X 0 0 0 0 0 0 0 0 0 0 SMITHBUCKLIN CORPORATION 330 N WABASH AVE 2000 CHICAGO IL 60611 MANAGEMENT SERVICES 3512237 MARRIOTT MARQUIS SAN DIEGO MARINA 333 W HARBOR DRIVE SAN DIEGO CA 92101 CONFERENCE HOTEL PAYMENT 954310 WOLFGANG FILMS INC 180 SE OSPREY RIDGE PORT SAINT LUCIE FL 34984 AUDIO VISUAL SERVICES 156926 3 1998898 1998898 CONFERENCES AND SPONSO 900099 3600332 3495132 105200 EDUCATION COMMITTEE 900099 139856 139856 WEBINARS 900099 6972 6972 INITIATION FEES 900099 2400 2400 3749560 84743 84743 86544 27195 59349 59349 59349 JOB BANK 541800 175617 175617 OTHER 541800 4736 4736 180353 6072903 3824713 105200 144092 748396 22061 299726 10875 8689 36154 308507 10217 2871687 16415 23887 COMMITTEES 750344 EDUCATION 372213 MEMBERSHIP SERVICES 179360 BOARD OF DIRECTORS 176547 118557 5953635 1088817 873773 13247 104969 59809 60395 278072 334270 87941 81457 22899 6484 1655376 1775836 3118220 3155727 262393 419793 1278062 1025936 1540455 1445729 X 1577765 1709998 1577765 1709998 3118220 3155727 119268 12965 0 X X 0 1 X 1 0 87941 81457 6484 6484 X 6085868 12965 12965 6072903 0 6072903 5953635 0 5953635 0 5953635 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, 2024 AND 2023. 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, 2024 AND 2023. 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 $3,512,237. 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.