Boston Bar Association FY2021 filing

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To advance the highest standards of excellence for the legal profession, to facilitate access to justice, and to serve the community at large. In support of this mission, the Association will strive to 1) foster an inclusive community of lawyers by improving the quality of life of lawyers as people, as members of a profession with longstanding values and traditions, and as citizen-lawyers, 2) serve individual members and provide them with the tools, relationships, opportunities and resources to develop successful careers and practices, 3) serve law firms, in-house law departments, non-profits and public agencies in and closely connected to the legal profession, 4) increase access to justice for all, provide for the fair and efficient administration of justice, and enhance the quality of the law, 5) ensure that the governance structure, capacity and operations of the Association are dynamic and suited to the task of accomplishing the association's goals and objectives.

501(c)(6) business league; gifts are not tax-deductible as charitable contributions.
$923K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Pay: Part VII

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FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average surplus $100K a year · 2% of revenue · last 6 filings
Worth a look: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Pay to officers and key staff
$923K
to officers and key staff · 22% of spending
Worth a look: pay to officers and key staff is 22% of spending; over 20%.
Pt VII · Sec A
10 mo
of spending, in cash
Looks good: 10.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $312K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$2.2M
32% of total assets
Looks good: liabilities are 32% of assets; 50% or less.
Pt X · Ln 26
Independent board members
34
of 34 voting members
Looks good: 34 of 34 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$4.9M
+5% vs prior year
Spent
$4.1M
Net assets
$4.6M
By yearFY2020–FY2025
Revenue
$4.9M
FY2021▲ +5%
Tap a bar for its year
Revenue by fiscal year
FY2020$4.7M
FY2021$4.9M
FY2022$4.5M
FY2023$4.9M
FY2024$5.0M
FY2025$5.4M
Expenses
$4.1M
FY2021▼ -4%
Tap a bar for its year
Expenses by fiscal year
FY2020$4.3M
FY2021$4.1M
FY2022$4.6M
FY2023$5.1M
FY2024$5.2M
FY2025$5.5M
Net assets
$4.6M
FY2021▲ +20%
Tap a bar for its year
Net assets by fiscal year
FY2020$3.9M
FY2021$4.6M
FY2022$4.5M
FY2023$4.4M
FY2024$4.5M
FY2025$4.6M

From the FY2021 Form 990 (year ending August 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1945.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

39 people listed on the 990; $923K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Executive Director
$284,385Pt VII · Sec A
Asst. Exec. Director
$199,000Pt VII · Sec A
Director of Finance & Admi
$173,039Pt VII · Sec A
Director of Professional D
$135,000Pt VII · Sec A
Director of Gov. Relations
$132,001Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Richard M Page———$416,804$284,385$338,828
Richard M Page JR$398,428$353,284$357,111———
Heather Leary$226,746$214,427$230,817$225,085$199,000$192,441
Cara Forcellati————$173,039$147,348
Sara Mackey$160,479$150,372$151,199$149,710$135,000$129,462
Michael Avitzur$158,892$143,034—$143,873$132,001$129,231
Alex Burns——$149,951$131,654——
Mike Avitzur——$143,218———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Improves legal standards, helps people access justice, and serves the wider community.

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Provided by the organization

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3 programs · in their own filed words · FY2020
01

Community Service

The boston bar association oversees more than twenty public service initiatives, representing thousands of volunteer hours annually. These volunteers provide legal services to the underserved, teach young people about the legal system, and help improve the administration of justice.

Pt IX · col B
02

Communications

Helps the boston bar association identify opportunities for strategic relationships and develops tools and tactics for implementation; formulates message development, consistent with the bba's mission, across a variety of platforms; counsels leaders to communicate with precision, speed, and clarity; coaches lawyers and other members of…

Pt IX · col B
03

Government Relations

Advise association leadership and membership of public policy developments of interest to the bar and of significance to the administration of justice.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 2 funders$312K
Grants paid · 6 grants · $407K · 2021–2024
Unitemized GrantFY2024$84,000
Unitemized GrantFY2023$66,000
Unitemized GrantFY2022$66,000
Boston Bar Foundation INCMA · FY2021$118,370
Unitemized GrantFY2021$60,000

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$4.9M
Ln 12
Gifts and grantsLn 1h$3.9M
Fees for servicesLn 2g$844K
Other incomeLn 4–11$155K
Money outPt IX
$4.1M
Ln 25
Owns and owesPt X
$4.6M
net assets · Ln 32
Cash and savingsLn 1–2$3.6M
Total assetsLn 16$6.8M
LiabilitiesLn 26$2.2M
PeoplePt VI, VII
39
listed · VII A
PaidVII A5
Voting boardVI 1a34
IndependentVI 1b34
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$3.9M
Government grantsLn 1e$824K
Fees for servicesLn 2g$844K
Investment incomeLn 3$4K
Other incomeLn 4–11$155K
Total revenueLn 12$4.9M
Assets in detailPt X, end of year
CashLn 1$565K
SavingsLn 2$3.0M
Cash and savings togetherLn 1–2$3.6M
Land, buildings, equipmentLn 10c$2.0M
Other assetsLn 15$656K
Total assetsLn 16$6.8M
LiabilitiesLn 26$2.2M
Net assetsLn 32$4.6M
OperationsPt I, VI
EmployeesI 533
VolunteersI 61,200
Fiscal year endsHeaderAugust
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$2.5M$3.6M
Land, buildings, equipmentLn 10c$2.1M$2.0M
Total assetsLn 16$5.5M$6.8M
LiabilitiesLn 26$1.7M$2.2M
Net assetsLn 32$3.9M$4.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$30K
Pay of current officers, directors and key staffLn 5$300K
Other salaries and wagesLn 7$2.2M
Pension plan contributionsLn 8$67K
Other employee benefitsLn 9$180K
Payroll taxesLn 10$186K
Accounting feesLn 11c$36K
Other fees for servicesLn 11g$107K
Office expensesLn 13$36K
Information technologyLn 14$208K
OccupancyLn 16$238K
Conferences, conventions and meetingsLn 19$16K
Depreciation, depletion and amortizationLn 22$156K
InsuranceLn 23$25K
Other expenses (24a–d)Ln 24$263K
All other expensesLn 24e$27K
Total functional expensesLn 25$4.1M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $5.4M$5.5M−$65K$4.6M 990 PDF
FY2024 $5.0M$5.2M−$215K$4.5M 990 PDF
FY2023 $4.9M$5.1M−$151K$4.4M 990 PDF
FY2022 $4.5M$4.6M−$165K$4.5M 990 PDF
FY2021 Viewing $4.9M$4.1M$790K$4.6M 990 PDF
FY2020 $4.7M$4.3M$405K$3.9M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $4,897,304 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $3,271,403$3,894,456
I-9 Program service revenuePrior year $1,263,980$843,932
I-10 Investment incomePrior year $14,771$4,274
I-11 Other revenuePrior year $119,454$154,642
I-12 Total revenuePrior year $4,669,608$4,897,304
I-13 Grants and similar amounts paidPrior year $0$30,000
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $2,851,618$2,964,668
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,412,978$1,112,256
I-18 Total expensesPrior year $4,264,596$4,106,924
I-19 Revenue less expensesPrior year $405,012$790,380
Part VI · Governance 34 of 34 board members independent, 1 to look at
VI-1a Voting members of the governing body34
VI-1b Independent voting members34
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $4,897,304 across 9 lines filed
Lines not itemized here account for $41,641 of total revenue; see the IRS return.
VIII-1b Membership dues$2,966,821
VIII-1e Government grants$824,165
VIII-1f All other contributions, gifts and grants$103,470
VIII-1h Total contributions, gifts and grants$3,894,456
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $802,291$802,291
VIII-3 Investment incomeExcluded from tax $4,274$4,274
VIII-5 RoyaltiesUnrelated business $149,454$149,454
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $5,188$5,188
VIII-12 Total revenueRelated to mission $843,932 · Unrelated business $149,454 · Excluded from tax $9,462$4,897,304
Part IX · Statement of functional expenses $4,106,924 across 16 lines filed
IX-1 Grants to domestic organizations$30,000
IX-5 Pay of current officers, directors and key staff$299,612
IX-7 Other salaries and wages$2,231,093
IX-8 Pension plan contributions$67,014
IX-9 Other employee benefits$180,483
IX-10 Payroll taxes$186,466
IX-11c Accounting fees$35,653
IX-11g Other fees for services$107,025
IX-13 Office expenses$36,259
IX-14 Information technology$208,490
IX-16 Occupancy$237,533
IX-19 Conferences, conventions and meetings$15,692
IX-22 Depreciation, depletion and amortization$156,240
IX-23 Insurance$24,993
IX-24 Other expenses (24a–d)$262,961
IX-24e All other expenses$27,410
IX-25 Total functional expenses$4,106,924
Part X · Balance sheet $6,801,109 assets, 15 lines filed
Asset lines not itemized here account for $71,343; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $701,613$565,015
X-2 Savings and temporary cash investmentsStart of year $1,779,837$2,987,199
X-4 Accounts receivableStart of year $210,337$241,745
X-9 Prepaid expenses and deferred chargesStart of year $20,791$229,995
X-10c Land, buildings and equipment, netStart of year $2,126,929$2,049,651
X-15 Other assetsStart of year $599,799$656,161
X-16 Total assetsStart of year $5,538,304$6,801,109
X-17 Accounts payable and accrued expensesStart of year $509,739$694,899
X-19 Deferred revenueStart of year $760,166$903,616
X-25 Other liabilitiesStart of year $412,061$555,876
X-26 Total liabilitiesStart of year $1,681,966$2,154,391
X-27 Net assets without donor restrictionsStart of year $3,843,338$4,633,718
X-28 Net assets with donor restrictionsStart of year $13,000$13,000
X-32 Total net assets or fund balancesStart of year $3,856,338$4,646,718
X-33 Total liabilities and net assetsStart of year $5,538,304$6,801,109
Part XI · Reconciliation of net assets $4,646,718 net assets at year end
XI-1 Total revenue$4,897,304
XI-2 Total expenses$4,106,924
XI-3 Revenue less expenses$790,380
XI-4 Net assets at start of year$3,856,338
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$4,646,718

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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