Burlington County Bar Assoc FY2020 filing

Not tax-deductible

Mount Holly, NJ501(c)(6)Mutual / membership EIN 23-7449486Revenue $289K in FY2020

On file with the IRS137 High Street 3rd Floor, 08060-1476 · Mount Holly, NJTax-exempt since Mar 1978

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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

501(c)(6) business league; gifts are not tax-deductible as charitable contributions.
69¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · 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
4 of 6
filings with a surplus
Average surplus $6K a year · 2% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
69%
of spending
Fine: 69% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
3 mo
of spending, in cash
Looks good: 3.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $100
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$3K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
21
of 21 voting members
Looks good: 21 of 21 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$289K
Spent
$286K
To programs
69%
Net assets
$83K
By yearFY2020–FY2025
Revenue
$289K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$289K
FY2021$234K
FY2022$305K
FY2023$217K
FY2024$214K
FY2025$272K
Expenses
$286K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$286K
FY2021$230K
FY2022$231K
FY2023$217K
FY2024$256K
FY2025$274K
Net assets
$83K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$83K
FY2021$87K
FY2022$160K
FY2023$164K
FY2024$123K
FY2025$121K

From the FY2020 Form 990 (year ending May 2020) · see the original

990 PDF Claim
You’re viewing the FY2020 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 Mar 1978.

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

Where the money goes

69 cents of each dollar spent went to programs.

Program services 69% · $196K Management & general 31% · $89K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

5 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Lisette Gonzalez$81,000$78,000$70,000——
Robyn Goldenberg———$75,000$38,500

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.

See Burlington County Bar Assoc executive salaries →

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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 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides legal education and support to ensure equal access to justice for all.

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Provided by the organization

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3 programs · $186K · in their own filed words · FY2019
01

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

$109Kprogram expense
02

Bar association installation dinner, bar picnic, meet the judges program and other bar association meeting and education functions

$55Kprogram expense
03

New jersey state bar association sponsored court night to educate the public about court proceedings, facilities, etc. And legal seminars

$23Kprogram expense

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 · FY2022
Total grants receivedfrom 1 funder$100
Grants paid · 1 grant · $11K · 2019–2019

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$289K
Ln 12
Fees for servicesLn 2g$282K
Gifts and grantsLn 1h$8K
Investment incomeLn 3$270
Money outPt IX
$286K
Ln 25
Programscol B$196K
Managementcol C$89K
Owns and owesPt X
$83K
net assets · Ln 32
Cash and savingsLn 1–2$81K
Total assetsLn 16$85K
LiabilitiesLn 26$3K
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a21
IndependentVI 1b21
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$8K
Fees for servicesLn 2g$282K
Investment incomeLn 3$270
Total revenueLn 12$289K
Assets in detailPt X, end of year
CashLn 1$81K
Cash and savings togetherLn 1–2$81K
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$85K
LiabilitiesLn 26$3K
Net assetsLn 32$83K
OperationsPt I, VI
EmployeesI 53
VolunteersI 621
Fiscal year endsHeaderMay
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$143K$81K
Land, buildings, equipmentLn 10c$8K$0
Total assetsLn 16$160K$85K
LiabilitiesLn 26$81K$3K
Net assetsLn 32$79K$83K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$11K$11K
Pay of current officers, directors and key staffLn 5$109K$67K$42K$0
Payroll taxesLn 10$9K$6K$4K$0
Advertising and promotionLn 12$4K$4K$0$0
Office expensesLn 13$3K$3K$0$0
OccupancyLn 16$23K$0$23K$0
TravelLn 17$2K$2K$0$0
Conferences, conventions and meetingsLn 19$2K$2K$0$0
Depreciation, depletion and amortizationLn 22$8K$0$8K$0
InsuranceLn 23$4K$0$4K$0
Other expenses (24a–d)Ln 24$39K$38K$1K$0
All other expensesLn 24e$73K$65K$8K$0
Total functional expensesLn 25$286K$196K$89K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $272K$274K−$2K$121K 990 PDF
FY2024 $214K$256K−$41K$123K 990 PDF
FY2023 $217K$217K$300$164K 990 PDF
FY2022 $305K$231K$73K$160K 990 PDF
FY2021 $234K$230K$4K$87K 990 PDF
FY2020 Viewing $289K$286K$4K$83K 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 O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $289,496 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $7,500$7,500
I-9 Program service revenuePrior year $285,552$281,726
I-10 Investment incomePrior year $352$270
I-11 Other revenue$0
I-12 Total revenuePrior year $293,404$289,496
I-13 Grants and similar amounts paid$10,567
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $119,624$118,528
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $178,736$156,595
I-18 Total expensesPrior year $298,360$285,690
I-19 Revenue less expensesPrior year −$4,956$3,806
Part VI · Governance 21 of 21 board members independent, 3 to look at
VI-1a Voting members of the governing body21
VI-1b Independent voting members21
VI-12a Written conflict of interest policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-13 Written whistleblower policyYes
Part VIII · Statement of revenue $289,496 across 5 lines filed
Lines not itemized here account for $120,442 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$7,500
VIII-1h Total contributions, gifts and grants$7,500
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Unrelated business $0 · Excluded from tax $0$161,284
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $270$270
VIII-12 Total revenueRelated to mission $281,726 · Unrelated business $0 · Excluded from tax $270$289,496
Part IX · Statement of functional expenses $285,690 across 12 lines filed
IX-1 Grants to domestic organizationsPrograms $10,567$10,567
IX-5 Pay of current officers, directors and key staffPrograms $67,461 · Management $42,000 · Fundraising $0$109,461
IX-10 Payroll taxesPrograms $5,530 · Management $3,537 · Fundraising $0$9,067
IX-12 Advertising and promotionPrograms $4,277 · Management $0 · Fundraising $0$4,277
IX-13 Office expensesPrograms $2,825 · Management $0 · Fundraising $0$2,825
IX-16 OccupancyPrograms $0 · Management $23,200 · Fundraising $0$23,200
IX-17 TravelPrograms $1,651 · Management $0 · Fundraising $0$1,651
IX-19 Conferences, conventions and meetingsPrograms $1,510 · Management $0 · Fundraising $0$1,510
IX-22 Depreciation, depletion and amortizationPrograms $0 · Management $7,652 · Fundraising $0$7,652
IX-23 InsurancePrograms $0 · Management $3,732 · Fundraising $0$3,732
IX-24 Other expenses (24a–d)Programs $37,824 · Management $1,292 · Fundraising $0$39,116
IX-24e All other expensesPrograms $64,710 · Management $7,922 · Fundraising $0$72,632
IX-25 Total functional expensesPrograms $196,355 · Management $89,335 · Fundraising $0$285,690
Part X · Balance sheet $85,470 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $142,727$80,714
X-4 Accounts receivableStart of year $9,660$4,756
X-10c Land, buildings and equipment, netStart of year $7,652$0
X-16 Total assetsStart of year $160,039$85,470
X-17 Accounts payable and accrued expensesStart of year $9,158$2,588
X-26 Total liabilitiesStart of year $80,963$2,588
X-32 Total net assets or fund balancesStart of year $79,076$82,882
X-33 Total liabilities and net assetsStart of year $160,039$85,470
Part XI · Reconciliation of net assets $82,882 net assets at year end
XI-1 Total revenue$289,496
XI-2 Total expenses$285,690
XI-3 Revenue less expenses$3,806
XI-4 Net assets at start of year$79,076
XI-10 Net assets at end of year$82,882

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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