BURLINGTON COUNTY BAR ASSOC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: BURLINGTON COUNTY BAR ASSOC (EIN 23-7449486)
Tax period: 2013-06-01 to 2014-05-31
Filed: 2014-11-14
IRS object ID: 201433189349305388
Schema version: 2013v3.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule D
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2014-11-14T11:39:46-08:00	ReturnTs
Tax Period End	2014-05-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	LAWRENCE E FISHER ACCOUNTING	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	17 GRANT ST	AddressLine1
City	MOUNT HOLLY	City
State	NJ	State
ZIP Code	080601308	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2013-06-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	237449486	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BURLINGTON COUNTY BAR ASSOCIATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Business Name Control	BURL	BusinessNameControlTxt
Phone	6092614542	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	137 HIGH ST 3RD FL	AddressLine1
City	MOUNT HOLLY	City
State	NJ	State
ZIP Code	08060	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	KATHERINE D HARTMAN ESQ	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	6092614542	PhoneNum
Signature	2014-10-10	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	LAWRENCE E FISHER	PreparerPersonNm
Phone	6092673333	PhoneNum
Preparation	2014-11-14	PreparationDt
Self Employed	Yes (X)	SelfEmployedInd

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	KATHERINE D HARTMAN ESQ	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	505 S Lenola Rd	AddressLine1
City	Moorestown	City
State	NJ	State
ZIP Code	08057	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	$226,383	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	N/A	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1932	FormationYr
Legal Domicile State	NJ	LegalDomicileStateCd
Activity Or Mission	LEGAL EDUCATION AND SUPPORT BY PROMOTING FULL AND EQUAL ACCESS TO THE LEGAL SYSTEM BY ALL INDIVIDUALS FACILITATING AND PROMOTING THE DELIVERY OF QUALITY LEGAL SERVICES AND ADVANCING IMPROVEMENTS IN THE JUDICIAL SYSTEM	ActivityOrMissionDesc
Voting Members Governing Body	21	VotingMembersGoverningBodyCnt
Voting Members Independent	21	VotingMembersIndependentCnt
Total Employee	4	TotalEmployeeCnt
Total Volunteers	21	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$191,633	PYContributionsGrantsAmt
CY Contributions Grants	$130,237	CYContributionsGrantsAmt
PY Program Service Revenue	$85,983	PYProgramServiceRevenueAmt
CY Program Service Revenue	$95,617	CYProgramServiceRevenueAmt
PY Investment Income	$357	PYInvestmentIncomeAmt
CY Investment Income	$529	CYInvestmentIncomeAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$277,973	PYTotalRevenueAmt
CY Total Revenue	$226,383	CYTotalRevenueAmt
PY Grants And Similar Paid	$38,132	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$660	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$148,455	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$125,613	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$92,332	PYOtherExpensesAmt
CY Other Expenses	$100,712	CYOtherExpensesAmt
PY Total Expenses	$278,919	PYTotalExpensesAmt
CY Total Expenses	$226,985	CYTotalExpensesAmt
PY Revenues Less Expenses	-$946	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$602	CYRevenuesLessExpensesAmt
Total Assets BOY	$137,822	TotalAssetsBOYAmt
Total Assets EOY	$137,451	TotalAssetsEOYAmt
Total Liabilities BOY	$57,604	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$57,835	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$80,218	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$79,616	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	LEGAL EDUCATION AND SUPPORT BY PROMOTING	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$660	ExpenseAmt
Desc	NEW JERSEY STATE BAR ASSOCIATION SPONSORED COURT NIGHT TO EDUCATE THE PUBLIC ABOUT COURT PROCEEDINGS, FACILITIES, ETC. AND LEGAL SEMINARS	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$117,858	ExpenseAmt
Desc	CONFERENCES, CONVENTIONS AND MEETINGS ORGANIZED TO FURTHER THE LEGAL REFERRAL AND LEGAL EDUCATION PROGRAMS REPRESENTED BY THIS ORGANIZATION, AS WELL AS RELATED PRINTING AND PUBLICATIONS AND SUPPORTING SALARIES	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$118,518	TotalProgramServiceExpensesAmt
Described In Section501c3	false	DescribedInSection501c3Ind
Schedule B Required	false	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	false	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	false	TransactionWithControlEntInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	false	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	false	BackupWthldComplianceInd
Employee	4	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	21	GoverningBodyVotingMembersCnt
Independent Voting Member	21	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	false	ConflictOfInterestPolicyInd
Whistleblower Policy	false	WhistleblowerPolicyInd
Document Retention Policy	false	DocumentRetentionPolicyInd
Compensation Process CEO	false	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	KARA EDENS	PersonNm
Phone	6092614542	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	137 HIGH ST 3RD FL	AddressLine1
City	MT HOLLY	City
State	NJ	State
ZIP Code	08060	ZIPCode

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
KATHERINE D HARTMAN ESQ
PRESIDENT	10.00	Yes (X)	Yes (X)	$0	$0	$0
ROGER LAI ESQ
PRES. ELEC.	2.00	Yes (X)		$0	$0	$0
KEVIN WALKER ESQ
TREAS	2.00	Yes (X)		$0	$0	$0
ELIZABETH M GARCIA ESQ
VP	2.00	Yes (X)		$0	$0	$0
DOUGLAS L HEINHOLD ESQ
SECTY	2.00	Yes (X)		$0	$0	$0
PLEASE SEE ADDITIONAL LIST ENCLOSED
SEE LIST	2.00	Yes (X)		$0	$0	$0

Field	Value	IRS element (for citing)
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd
Membership Dues	$118,237	MembershipDuesAmt
All Other Contributions	$12,000	AllOtherContributionsAmt
Total Contributions	$130,237	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt
LAWYERS REFERRAL SERVICE	541100	$19,180
ADVERTISING ETS RE: LAWYER REFERRAL SERVICE	541100	$18,333
LEGAL SEMINARS	541100	$47,278
OTHER LEGAL SERVICES	541100	$10,826

Field	Value	IRS element (for citing)
Total Program Service Revenue	$95,617	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$529	TotalRevenueColumnAmt
Exclusion	$529	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$226,383	TotalRevenueColumnAmt
Related Or Exempt Func Income	$95,617	RelatedOrExemptFuncIncomeAmt
Exclusion	$529	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$660	TotalAmt
Program Services	$660	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$106,123	TotalAmt
Program Services	$49,665	ProgramServicesAmt
Management And General	$56,458	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$6,929	TotalAmt
Management And General	$6,929	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$12,561	TotalAmt
Management And General	$12,561	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$2,240	TotalAmt
Management And General	$2,240	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$8,557	TotalAmt
Program Services	$8,557	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$25,106	TotalAmt
Management And General	$25,106	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$3,633	TotalAmt
Program Services	$3,633	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$642	TotalAmt
Management And General	$642	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$3,553	TotalAmt
Management And General	$3,553	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
NJ ANNUAL REPORT	$25	$25	$0
POSTAGE	$7,631	$7,631
PRINTING & STATIONARY	$26,521	$26,521
WEBSITE	$5,897	$5,897

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$16,907	TotalAmt
Program Services	$15,929	ProgramServicesAmt
Management And General	$978	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$226,985	TotalAmt
Program Services	$118,518	ProgramServicesAmt
Management And General	$108,467	ManagementAndGeneralAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$107,238	BOYAmt
EOY	$107,509	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$21,413	BOYAmt
EOY	$21,413	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$25,192	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$16,663	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$9,171	BOYAmt
EOY	$8,529	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$137,822	BOYAmt
EOY	$137,451	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$1,889	BOYAmt
EOY	$8,784	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$55,715	BOYAmt
EOY	$49,051	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$57,604	BOYAmt
EOY	$57,835	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$80,218	BOYAmt
EOY	$79,616	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$80,218	BOYAmt
EOY	$79,616	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$137,822	BOYAmt
EOY	$137,451	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$602	ReconcilationRevenueExpnssAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd
Accountant Compile Or Review	Yes (true)	AccountantCompileOrReviewInd
FS Audited	false	FSAuditedInd
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$25,192	OtherCostOrOtherBasisAmt
Depreciation	$16,663	DepreciationAmt
Book Value	$8,529	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$8,529	TotalBookValueLandBuildingsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Pt III, Line 2	N/A
Pt III, Line 3	N/A
Pt V, Line 14b	NO
Pt VI, Line 11b	Reviewed by Board
Form 990EZ, Part I, Line 16	NJ ANNUAL REPORT INSURANCE GIFTS, AWARDS, MEMORIALS FEES & R EGISTRATIONS
Form 990, Part IX, Line 24f	MISCELLANEOUS EXPENSE 2704. 2704. TELEPHONE 2983. 2983. BANK/MERCHANT FEES 1958. 1958. SEMINARS 4796. 4796. UTILITIES 978. 0. 978. DINNERS 3488. 3488.