2020-03-16T14:15:43-05:00 2019-04-30 311119890 Barnes Dennig & Co LTD 150 East Fourth Street Cincinnati OH 45202 990 2018-05-01 310535300 Cincinnati Bar Association CINC 5133818213 225 E Sixth Street 2nd Floor Cincinnati OH 45202 Lisa G Mc Pherson Executive Director 5133818213 2020-03-16 1 Paula Hume P00537516 5132418313 69.23.212.177 2020-03-16 13:33:47 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 DC2375FEFF6C2E29605E7E2E03A54E29C53D2280 2018 2020-09-23 17:36:50Z Lisa G Mc Pherson 225 E Sixth Street 2nd Floor Cincinnati OH 45202 2958310 0 X www.cincybar.org X 1972 OH To promote professional excellence, foster justice, serve our members & educate the public. 31 31 32 800 204429 79773 0 0 2673669 2636767 132040 74721 -172875 -127309 2632834 2584179 0 0 0 0 1560442 1626636 0 0 0 1023134 1083400 2583576 2710036 49258 -125857 4441697 4534066 1926496 1990437 2515201 2543629 X To promote professional excellence, foster justice, serve our members and educate the public. 0 0 586329 630294 Continuing legal education program, meetings and committees - Rule X of the Supreme Court of Ohio mandates that attorneys admitted in Ohio attend 24 hours of approved Continuing Legal Education courses on a biennial basis. To enable attorneys to meet this requirement the Cincinnati Bar Association offers seminars through the year on substantive law as well as on other aspects of legal practice. 98 CLE Seminars were attended by 4024 participants. In addition, the CBA hosts about 200 Committee meetings annually, including a growing number outside the downtown area. These meetings enable members to further their professional development, connect within specialization groups and advise the CBA on needs of the profession. There are more than 3,000 participants in the committees (since on average, members participate in more than one committee). 305760 1003149 Membership - The CBA offers Greater Cincinnati attorneys many opportunities to network with their colleagues including 50+ practice area or professional committees, leadership and community service programs and special events. The CBA offers a host of legal resources and membership includes two publications, the Legal Directory and CBA Report. Providing essential tools in facilitating communications among CBA members, users rely heavily on the Annual Legal Directory as a central source of contact information for local CBA members and non-member attorneys. The directory also provides comprehensive listings of law-related organizations, courts and governments, corporate legal departments, local real estate and financial institutions. The CBA Report, published ten times a year, keeps the CBA members appraised of both key legal issues affecting the Greater Cincinnati area and areas of national interest that affect Cincinnati lawyers' professionalism. The magazine also provides a synopsis of the CBA's many activities including seminars as well as those statewide and national activities relevant to members' professional interests. 149251 161842 Lawyers Referral Service LRS - The LRS provides the public with referrals to lawyers based upon their available legal need and geographic location. The LRS provides education to the public by providing programs in local high schools and community centers. The LRS handles about 11,000 referrals on an annual basis. 1127467 642164 1127467 642164 2168807 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 10 0 1 32 1 1 1 0 0 0 1 1 0 0 0 0 0 X 31 31 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X Amy Zerhusen 5136994014 225 East Sixth Street Cincinnati OH 45202 Janaya Trotter Bratton Trustee 2.00 X 0 0 0 Diana M Link Trustee 2.00 X 0 0 0 Tabitha Hochscheid Trustee 2.00 X 0 0 0 Hon Karen Litkovitz Trustee 2.00 X 0 0 0 J Corey Asay Trustee 2.00 X 0 0 0 David S Blessing Trustee 2.00 X 0 0 0 John Pinney Trustee 2.00 X 0 0 0 Donyetta Bailey Trustee 2.00 X 0 0 0 Lori Ross Trustee 2.00 X 0 0 0 Faith Whitaker Trustee 2.00 X 0 0 0 Steve Richey Trustee 2.00 X 0 0 0 Maria Schneider Trustee 10.00 X 0 0 0 Victoria Garry Trustee 2.00 X 0 0 0 Arienne Roach Trustee 2.00 X 0 0 0 Alan Abes Trustee 2.00 X 0 0 0 J Phenise Poole Trustee 2.00 X 0 0 0 Bridget McGraw Trustee 2.00 X 0 0 0 Natalia Harris Trustee 2.00 X 0 0 0 Patrick Hayes Treasurer 15.00 X X 0 0 0 Sara Cooperrider Secretary 10.00 X X 0 0 0 John Williams Immediate Past President 10.00 X X 0 0 0 Joseph Heyd President - Elect 10.00 X X 0 0 0 Christopher Wagner Vice President 10.00 X X 0 0 0 Kelly Myers President 15.00 X X 0 0 0 Amy Zerhusen Director of Admin & Finance 40.00 X 0 0 0 M Catherine Glover Executive Director - Exit 3/15/19 40.00 X 185985 0 17257 Lisa McPherson Executive Director - Joined 3/16/19 40.00 X 73674 0 6873 259659 0 24130 1 0 1 0 Fifth Third Bank 38 Fountain Square Plaza Cincinnati OH 45202 Financial Services 220918 1 Membership Dues 900099 1003149 1003149 Continued Legal Education 900099 630294 630294 Grievance Reimbursement 900099 253800 253800 CBA Publications 511140 225079 25761 199318 Notary Income 900099 214050 214050 310395 310395 2636767 41906 41906 117313 249733 -132420 -132420 -132420 157213 124398 32815 32815 32815 Miscellaneous 900099 3348 3348 Mailing List Rental 900099 1763 1763 5111 2584179 2437449 204429 -57699 278131 1104158 52001 90745 101601 13700 11462 10606 43619 350852 74305 39952 18326 295826 163253 26454 YLS section expense 13660 Committee expenses 8616 Training 7865 Miscellaneous 4904 2710036 809228 568161 120642 158918 71786 79884 4564749 2901663 1775434 1663086 1650320 2054130 14287 9887 4441697 4534066 114752 205982 1044775 1085154 766969 699301 1926496 1990437 X 2376993 2380826 138208 162803 2515201 2543629 4441697 4534066 -125857 154285 0 X X 0 1 X 1 0 1990000 1131900 858100 1672935 973638 699297 901814 796125 105689 1663086 X 2988197 154285 249733 404018 2584179 0 2584179 2959769 249733 249733 2710036 0 2710036 Part X, Line 2: The Association is exempt from income taxes under Section 501(c)(6) of the Internal Revenue Code and a similar provision of Ohio law. However, they are subject to federal income tax on any unrelated business taxable income. The Association's IRS Form 990 is subject to review and examination by federal and state authorities. The Association believes it has appropriate support for any tax positions taken, and therefore, does not have any uncertain income tax positions that are material to the financial statements. Part XI, Line 2d - Other Adjustments: Rental Expenses 249,733. Part XII, Line 2d - Other Adjustments: Rental Expenses 249,733. X X X X X 1 0 0 M Catherine Glover Executive Director - Exit 3/15/19 185985 0 0 0 0 0 13803 0 3454 0 203242 0 0 0 Part I, Line 4a Paid M. Catherine Glover $12,500 in FY 2018-2019. This amount will be reported on the 2019 Form W-2. Form 990, Part VI, Section A, line 6 The organization has members. Form 990, Part VI, Section A, line 7a The organization has members who have the right to elect board members. Form 990, Part VI, Section A, line 7b Voting members of the association elect trustees to the board. The Board of trustees has general supervision, management and control of the corporation and its officers and may make regulations and by-laws for the government management and operations of the corporation Form 990, Part VI, Section B, line 11b The Form 990 is prepared by an independent auditing company and the Executive Committee reviews the returns. The Executive Committee then votes to approve the return before filing. The 990 is available for the entire Board of Trustees to view once approved. The Executive Director signs and files the return. Form 990, Part VI, Section B, line 12c A Conflict of Interest policy is distributed annually to all officers, employees, directors, finance committee members and other individuals with substantial involvement in the CBA. Each person is required to submit a signed statement that they have read and understand the policy. All persons are required to disclose any and all conflicts. If a conflict of interest does arise, the Chairperson of the Board or Committee shall, if appropriate, appoint a disinterested person or committee to investigate alternatives to the proposed transaction or agreement. After exerting due diligence, the Board or Committee shall determine whether the corporation can obtain a more advantageous transaction or agreement with reasonable efforts from a person or entity that would not give rise to a conflict of interest. If a more advantageous transaction or arrangement is not reasonably attainable, the Board or Committee shall determine by a majority vote whether the transaction or arrangement is in the CBA's best interest and for its own benefit, and whether the transaction is fair and reasonable to the CBA, and shall make its decision as to whether to enter into the transaction or arrangement in conformity with such determination. Form 990, Part VI, Section B, line 15a The CBA has a written executive director compensation and benefits package review process. The CBA President gathers information such as compensation history, performance metrics, other Bar Association compensation packages, national salary data for Bar Association Executive Directors and local not-for-profit compensation data. The CBA President then meets with an independent Executive Committee to evaluate the Executive Director's compensation. The President will also seek input from the Board of Directors. The President may also meet with other staff managers regarding job performance. The Executive Director will have the opportunity to submit a memo to the President regarding any aspect of the Compensation. The Executive Committee then meets with the President outside the presence of the Executive Director to recommend an appropriate compensation package to the board of directors. The President then meets with the Board of Directors without the Executive Director being present and informs them of the Executive Committee's findings and recommendation. The President then calls for a motion and then the Board of Trustees vote upon an appropriate compensation package for the Executive Director. Form 990, Part VI, Section C, line 19 The governing documents are published in the Members' Directory. The conflict of interest policy and financials are available upon request. Form 990, Part XII, Line 2c: This process has not changed in the year. Cincinnati Bar Foundation 225 East Sixth Street 2nd Floor Cincinnati OH 45202 316059929 Grant Making OH 501(c)(3) Line 7 Cincinnati Bar Association 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 Cincinnati Bar Foundation Q