2016-08-05T14:42:20-05:00 2015-12-31 410746749 CLIFTONLARSONALLEN LLP 1301 W 22ND ST STE 1100 OAK BROOK IL 60523 990 2015-01-01 363442222 LEGAL MARKETING ASSOCIATION LEGA 3126446610 330 NORTH WABASH SUITE 2000 CHICAGO IL 60611 BETSI ROACH EXECUTIVE DIRECTOR 3126446610 2016-07-28 1 GREGORY S ADAMS P00095597 6305738600 2015 2016-12-15 16:53:06Z BETSI ROACH 330 NORTH WABASH SUITE 2000 CHICAGO IL 60611 5522866 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 0 198 65966 0 1168980 1339333 2095212 2731350 55887 -6879 285836 327856 3605915 4391660 0 0 0 0 0 0 0 0 0 3328496 3973000 3328496 3973000 277419 418660 2597270 3061716 1161027 1226493 1436243 1835223 TO SERVE THE NEEDS AND MAINTAIN THE PROFESSIONAL STANDARDS OF THOSE INVOLVED IN MARKETING THE LEGAL PROFESSION. 0 0 CONFERENCES AND MEETINGS: THE 2015 LEGAL MARKETING ASSOCIATION ANNUAL CONFERENCE WAS HELD ON APRIL 13-15 AT THE HILTON SAN DIEGO BAYFRONT IN 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 TEN TIMES A YEAR WITH COMBINED ISSUES IN APRIL/MAY AND NOVEMBER/OCTOBER. 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 0 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 5 0 0 1 1 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 ADAM SEVERSON PRESIDENT 1.00 X X 0 0 0 TIMOTHY CORCORAN IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 KEITH WEWE PRESIDENT-ELECT 1.00 X X 0 0 0 CORTNEY NATHANSON TREASURER 1.00 X X 0 0 0 ASHRAF LAKHANI TREASURER-ELECT 1.00 X X 0 0 0 KATHRYN WHITAKER SECRETARY 1.00 X X 0 0 0 LYDIA BEDNERIK MEMBER-AT-LARGE 1.00 X 0 0 0 EZRA CRAWFORD MEMBER-AT-LARGE 1.00 X 0 0 0 LESLIE MEAGLEY MEMBER-AT-LARGE 1.00 X 0 0 0 MARCIE SHUNK MEMBER-AT-LARGE 1.00 X 0 0 0 KELLY MACKINNON CHAPTER PRESIDENTS' LIAISO 1.00 X 0 0 0 JILL WEBER MEMBER-AT-LARGE 1.00 X 0 0 0 BETSI ROACH EXECUTIVE DIRECTOR 40.00 X 0 0 0 0 0 0 0 0 0 0 SMITHBUCKLIN CORPORATION 330 N WABASH AVE CHICAGO IL 60611 ASSOCIATION MANAGEMENT SERVICES 1617980 1 1339333 1339333 CONFERENCES 900099 2501934 2501934 COMPETITIVE INTELLIGENCE CERTIFIC 900099 71725 71725 JOURNAL 541800 66042 76 65966 YOUR HONOR AWARDS 900099 64250 64250 EDUCATION COMMITTEE 900099 24807 24807 2592 2592 2731350 31211 31211 1093116 1131206 -38090 -38090 -38090 JOB BANK 541800 303797 303797 OTHER 541800 24059 24059 327856 4391660 2993240 65966 -6879 605746 1575 11617 219435 11337 1993662 6419 EDUCATION 264816 COMMITTEES 205646 BOARD OF DIRECTORS 163674 MEMBERSHIP SERVICES 158818 330255 3973000 1328700 1481461 17054 210619 16257 73423 94743 78100 1140516 1218113 2597270 3061716 274321 315157 886706 911336 1161027 1226493 X 1436243 1835223 1436243 1835223 2597270 3061716 418660 -19680 0 X X 0 1 X 1 0 0 X 4371980 -19680 -19680 4391660 0 4391660 3973000 0 3973000 0 3973000 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 WERE NO TAXES OWED FOR THE YEARS ENDED DECEMBER 31, 2015 AND 2014. 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, 2015 AND 2014. 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 $1,617,980. 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 11 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 EXECUTIVE DIRECTOR 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.