Maricopa County Bar Association FY2020 filing

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The mission of Maricopa Bar Association is to serve its members, the legal profession, the judicial system, and the public.

501(c)(6) business league; gifts are not tax-deductible as charitable contributions.
$80K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Pay: Part VII

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
3 of 6
filings with a surplus
Average surplus $8K a year · 1% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Pay to officers and key staff
$80K
to officers and key staff · 12% of spending
Looks good: pay to officers and key staff is 12% of spending; 15% or less.
Pt VII · Sec A
12 mo
of spending, in cash
Looks good: 12.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $6K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$240K
22% of total assets
Looks good: liabilities are 22% of assets; 50% or less.
Pt X · Ln 26
Independent board members
19
of 19 voting members
Looks good: 19 of 19 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$765K
Spent
$657K
Net assets
$861K
By yearFY2020–FY2025
Revenue
$765K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$765K
FY2021$704K
FY2022$690K
FY2023$777K
FY2024$823K
FY2025$800K
Expenses
$657K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$657K
FY2021$651K
FY2022$745K
FY2023$796K
FY2024$812K
FY2025$848K
Net assets
$861K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$861K
FY2021$932K
FY2022$804K
FY2023$816K
FY2024$848K
FY2025$811K

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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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 Dec 1970.

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

Who runs it and what they're paid

20 people listed on the 990; $80K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$79,679Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

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

NameFY2025FY2024FY2023FY2022FY2021FY2020
Laurie Williams$102,850$88,000————
Elizabeth Sheehan——$87,607$82,820$77,710$79,679

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 Maricopa County Bar Association 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

Supports legal professionals, the justice system, and the public through its services.

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Provided by the organization

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3 programs · in their own filed words · FY2020
01

Provided assistance with finding lawyers for members of the public. The mcba offers attorney referrals to the public. The attorneys we refer to are in good standing with the state bar of arizona and have malpractice insurance.

Pt IX · col B
02

Provided over 100 hours of continuing professional education. Due to covid, the mcba delivered over 100 hours of cle via live streaming and self study.

Pt IX · col B
03

Published a monthly newsletter. The maricopa lawyer is published every month and goes out to our members.

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 1 funder$6K
Grants paid · 7 grants · $143K · 2020–2025
Community Legal ServicesAZ · FY2025$24,780
Community Legal ServicesAZ · FY2024$28,270
Community Legal ServicesAZ · FY2023$21,560
Community Legal ServicesAZ · FY2022$14,503
Community Legal ServicesAZ · FY2021$23,900
Community Legal ServicesAZ · FY2020$19,935

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$765K
Ln 12
Fees for servicesLn 2g$654K
Gifts and grantsLn 1h$62K
Other incomeLn 4–11$38K
Money outPt IX
$657K
Ln 25
Owns and owesPt X
$861K
net assets · Ln 32
Cash and savingsLn 1–2$661K
Total assetsLn 16$1.1M
LiabilitiesLn 26$240K
PeoplePt VI, VII
20
listed · VII A
PaidVII A1
Voting boardVI 1a19
IndependentVI 1b19
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$62K
Government grantsLn 1e$62K
Fees for servicesLn 2g$654K
Investment incomeLn 3$9K
Other incomeLn 4–11$38K
Gains on assetsLn 7−$907
Total revenueLn 12$765K
Assets in detailPt X, end of year
CashLn 1$307K
SavingsLn 2$354K
Cash and savings togetherLn 1–2$661K
InvestmentsLn 11–13$433K
Land, buildings, equipmentLn 10c$4K
Total assetsLn 16$1.1M
LiabilitiesLn 26$240K
Net assetsLn 32$861K
OperationsPt I, VI
EmployeesI 56
VolunteersI 6500
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
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$631K$661K
InvestmentsLn 11–13$390K$433K
Land, buildings, equipmentLn 10c$5K$4K
Total assetsLn 16$1.0M$1.1M
LiabilitiesLn 26$308K$240K
Net assetsLn 32$731K$861K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$32K
Grants to domestic individualsLn 2$1K
Pay of current officers, directors and key staffLn 5$83K
Other salaries and wagesLn 7$294K
Pension plan contributionsLn 8$16K
Other employee benefitsLn 9$11K
Payroll taxesLn 10$27K
Accounting feesLn 11c$2K
Investment management feesLn 11f$4K
Other fees for servicesLn 11g$3K
Advertising and promotionLn 12$6K
Office expensesLn 13$26K
Information technologyLn 14$38K
OccupancyLn 16$47K
TravelLn 17$2K
Conferences, conventions and meetingsLn 19$9K
InterestLn 20$342
Depreciation, depletion and amortizationLn 22$734
InsuranceLn 23$3K
Other expenses (24a–d)Ln 24$51K
Total functional expensesLn 25$657K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $800K$848K−$48K$811K 990 PDF
FY2024 $823K$812K$11K$848K 990 PDF
FY2023 $777K$796K−$18K$816K 990 PDF
FY2022 $690K$745K−$55K$804K 990 PDF
FY2021 $704K$651K$52K$932K 990 PDF
FY2020 Viewing $765K$657K$107K$861K 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 $764,610 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$62,442
I-9 Program service revenuePrior year $700,107$654,399
I-10 Investment incomePrior year −$1,456$9,336
I-11 Other revenuePrior year $38,884$38,433
I-12 Total revenuePrior year $737,535$764,610
I-13 Grants and similar amounts paidPrior year $23,380$33,435
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $331,369$431,541
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $275,567$192,465
I-18 Total expensesPrior year $630,316$657,441
I-19 Revenue less expensesPrior year $107,219$107,169
Part VI · Governance 19 of 19 board members independent, 2 to look at
VI-1a Voting members of the governing body19
VI-1b Independent voting members19
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-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
Part VIII · Statement of revenue $764,610 across 9 lines filed
VIII-1e Government grants$62,442
VIII-1h Total contributions, gifts and grants$62,442
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $622,506 · Unrelated business $31,893$654,399
VIII-3 Investment incomeExcluded from tax $10,243$10,243
VIII-5 RoyaltiesExcluded from tax $28,371$28,371
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$907−$907
VIII-8 Net income from fundraising eventsUnrelated business −$285−$285
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $10,347$10,347
VIII-12 Total revenueRelated to mission $632,853 · Unrelated business $31,608 · Excluded from tax $37,707$764,610
Part IX · Statement of functional expenses $657,441 across 20 lines filed
IX-1 Grants to domestic organizations$32,435
IX-2 Grants to domestic individuals$1,000
IX-5 Pay of current officers, directors and key staff$82,752
IX-7 Other salaries and wages$294,085
IX-8 Pension plan contributions$16,195
IX-9 Other employee benefits$11,474
IX-10 Payroll taxes$27,035
IX-11c Accounting fees$2,500
IX-11f Investment management fees$4,293
IX-11g Other fees for services$2,876
IX-12 Advertising and promotion$6,305
IX-13 Office expenses$25,556
IX-14 Information technology$38,406
IX-16 Occupancy$47,231
IX-17 Travel$1,646
IX-19 Conferences, conventions and meetings$8,801
IX-20 Interest$342
IX-22 Depreciation, depletion and amortization$734
IX-23 Insurance$2,557
IX-24 Other expenses (24a–d)$51,218
IX-25 Total functional expenses$657,441
Part X · Balance sheet $1,101,836 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $361,297$306,992
X-2 Savings and temporary cash investmentsStart of year $269,610$353,765
X-9 Prepaid expenses and deferred chargesStart of year $13,603$3,391
X-10c Land, buildings and equipment, netStart of year $5,064$4,330
X-11 Publicly traded securitiesStart of year $389,538$433,358
X-16 Total assetsStart of year $1,039,112$1,101,836
X-17 Accounts payable and accrued expensesStart of year $1,993$3,549
X-19 Deferred revenueStart of year $288,189$218,595
X-26 Total liabilitiesStart of year $308,433$240,395
X-27 Net assets without donor restrictionsStart of year $730,679$861,441
X-32 Total net assets or fund balancesStart of year $730,679$861,441
X-33 Total liabilities and net assetsStart of year $1,039,112$1,101,836
Part XI · Reconciliation of net assets $861,441 net assets at year end
XI-1 Total revenue$764,610
XI-2 Total expenses$657,441
XI-3 Revenue less expenses$107,169
XI-4 Net assets at start of year$730,679
XI-5 Net unrealized gains (losses) on investments$23,593
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$861,441

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

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