Form990-EZ
Click to see list of attachments
Department of the Treasury
Internal Revenue Service
Short Form
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code
(except black lung benefit trust or private foundation)
bullet Sponsoring organizations of donor advised funds, organizations that operate one or more hospital facilities, and certain controlling organizations as defined in section 512(b)(13) must file Form 990 (see instructions).
All other organizations with gross receipts less than $200,000 and total assets less than $500,000 at the end of the year may use this form.
bulletThe organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-1150
2011
Open to Public
Inspection
A
For the 2011 calendar year, or tax year beginning 10-01-2011, and ending 09-30-2012
B
Check if applicable:
C Name of organization
FEDERAL BAR ASSOCIATION
 
Number and street (or P. O. box, if mail is not delivered to street address)co Gerald J Houlihan
PO Box 140158Room/suite
City or town, state or country, and ZIP + 4 Coral Gables, FL331140158
D Employer identification number

65-0023034
E Telephone number

(305) 460-4091
F Group Exemption
Number. . bullet  
G Accounting method: Other (specify) bullet   H Check bulletI Website:bulletwww.fedbar.org/chapters/south-Florida-chapter.aspxJ Tax-Exempt status(check only one)—( 6) bullet(insert no.) or
K Check bullet A Form 990-EZ or Form 990 return is not required though Form 990-N (e-postcard) may be required (see instructions). But if the organization chooses to file a return, be sure to file a complete return.
L Add lines 5b, 6c, and 7b, to line 9 to determine gross receipts; If gross receipts are $200,000 or more, or if total assets (Part II, line 25, column (B) below) are $500,000 or more,file Form 990 instead of Form 990-EZ........... bullet $ 197,844
Part IRevenue, Expenses, and Changes in Net Assets or Fund Balances (see the instructions for Part I.)Check if the organization used Schedule O to respond to any question in this Part I...........
VerticalRevenue 1 Contributions, gifts, grants, and similar amounts received............... 1 64,500
2 Program service revenue including government fees and contracts ............ 2 17,561
3 Membership dues and assessments...................... 3 1,928
4 Investment income........................... 4 0
5a Gross amount from sale of assets other than inventory........ 5a 0
b Less: cost or other basis and sales expenses........... 5b 0
c Gain or (loss) from sale of assets other than inventory (Subtract line 5b from line 5a) ...... 5c 0
6 Gaming and fundraising events
a Gross income from gaming (attach Schedule G if greater than $15,000) Click to see attachment. 6a 0
b Gross income from fundraising events (not including $ 64,500 of contributions
from fundraising events reported on line 1) (attach Schedule G if the Click to see attachment
sum of such gross income and contributions exceeds $15,000) 6b 113,855
c Less: direct expenses from gaming and fundraising events....... 6c 91,388
d Net income or (loss) from gaming and fundraising events (Add lines 6a and 6b and subtract line 6c) 6d 22,467
7a Gross sales of inventory, less returns and allowances........ 7a 0
b Less: cost of goods sold................. 7b 0
c Gross profit or (loss) from sales of inventory (Subtract line 7b from line 7a) ......... 7c 0
8 Other revenue (describe in Schedule O) ..................... 8 0
9 Total revenue. Add lines 1, 2, 3, 4, 5c, 6d, 7c, and 8................. 9 106,456
VerticalExpenses 10 Grants and similar amounts paid (list in Schedule O) ................. 10 2,000
11 Benefits paid to or for members........................ 11 26,872
12 Salaries, other compensation, and employee benefits................ 12 0
13 Professional fees and other payments to independent contractors............ 13 3,363
14 Occupancy, rent, utilities, and maintenance................... 14 0
15 Printing, publications, postage, and shipping................... 15 0
16 Other expenses (describe in Schedule O) .................... 16 0
17 Total expenses. Add lines 10 through 16 .................... 17 32,235
VerticalNetAssets 18 Excess or (deficit) for the year (Subtract line 17 from line 9)............ 18 74,221
19 Net assets or fund balances at beginning of year (from line 27, column (A)) (must agree with
end-of-year figure reported on prior year’s return)................ 19 15,633
20 Other changes in net assets or fund balances (explain in Schedule O) .......... 20 29,781
21 Net assets or fund balances at end of year. Combine lines 18 through 20.........Bullet 21 119,635
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 10642I Form 990-EZ (2011)
Form 990-EZ (2011)
Page 2
Part IIBalance Sheets (see the instructions for Part II.)Check if the organization used Schedule O to respond to any question in this Part II.............

(See the instructions for Part II.)(A) Beginning of year(B) End of year
22Cash, savings, and investments................
15,633
22
119,635
23Land and buildings....................
0
23
0
24Other assets (describe in Schedule O) ..........
0
24
0
25Total assets......................
15,633
25
119,635
26
Total liabilities (describe in Schedule O) .............
0
26
0
27Net assets or fund balances (line 27 of column (B) must agree with line 21)..
15,633
27
119,635
Part IIIStatement of Program Service Accomplishments (see the instructions for Part III.) Check if the organization used Schedule O to respond to any question in this Part III . Expenses
(Required for section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts; optional for others.)
What is the organization's primary exempt purpose? The Federal Bar Association, South Florida Chapter is organized to strengthen the federal legal system and promote the sound administration of justice including the integrity, quality and independence of the federal judiciary by serving the interests and the needs of our members and the federal practitioner, both public and private, and the public they serve.
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. In a clear and concise manner, describe the services provided, the number of persons benefited, and other relevant information for each program title.
28 The mission and objectives of the South Florida Chapter, consistent with those of the Federal Bar Association, the national organization, is to promote the sound administration of justice and to serve as the representative of the Federal legal profession in the Southern District of Florida. This includes programs calculated to enhance the professional growth, welfare, development and provide meaningful services for members of the Chapter; promote high standards of professional competence and ethical conduct; provide high quality educational programs; to keep members informed of developments in the law; and to encourage their involvement and provide opportunities to assume leadership roles to promote professional and social interaction among members of the Federal legal profession. During the past fiscal year, the South Florida Chapter of the Federal Bar Association directed several programs that were calculated to achieve its mission and objectives. There were various program, including the Federal Judicial Reception; the Annual Meeting and Dinner for Installation of Officers and Directors; the biennial Bench & Bar Conference and approximately 12 FBA Luncheons and Seminars that were calculated to facilitate communication and collegiality among the judges and lawyers who practice before the Court with the hope of improving the administration of justice and to educate the bench and bar on matters of significant interest, including recent developments in the law. These were well attended by significant portions of our membership and other lawyers who may be eligible for membership in our chapter.
(Grants $ 0) If this amount includes foreign grants, check here ...MediumBullet		 28a 19,856
29
(Grants $   ) If this amount includes foreign grants, check here ...MediumBullet 		29a
30
(Grants $   ) If this amount includes foreign grants, check here ...MediumBullet 		30a
31 Other program services (describe in Schedule O) ..................
(Grants $   ) If this amount includes foreign grants, check here...MediumBullet		 31a
32 Total program service expenses (add lines 28a through 31a)..............bullet 32 19,856
Part IV List of Officers, Directors, Trustees, and Key Employees. List each one even if not compensated. (see the instructions for Part IV.)Check if the organization used Schedule O to respond to any question in this Part IV..........
(a) Name and title (b) Average
hours per week
devoted to position		 (c)Reportable compensation
(Forms W-2/1099-MISC)
(if not paid, enter -0-) 		(d) Health benefits, contributions to employee benefit plans,
and deferred compensation		 (e) Estimated amount
of other compensation
Bernard Pastor
111 NW 1st St
Suite 2810
Miami,FL33128
 President/Director0 0 0 0
Brett A Barfield
701 Brickell Ave
Suite 3000
Miami,FL33131
 Past President/Director0 0 0 0
Barbara N Papademetriou
2425 SW 21 Avenue
Miami,FL33145
 Secretary/Director0 0 0 0
Gerald J Houlihan
PO Box 140158
Coral Gables,FL331140158
 Treasurer/Director0 0 0 0
Stewart G Abrams
150 West Flagler St
Suite 1500
Miami,FL33130
 Director0 0 0 0
Rudolph F Aragon
200 So Biscayne Blvd
Suite 4900
Miami,FL33131
 Director0 0 0 0
Jacqueline Becerra
333 SE 2nd Avenue
Suite 4400
Miami,FL33131
 Director0 0 0 0
Benjamin Brodsky
2699 S Bayshore Dr
PH
Miami,FL33133
 Director0 0 0 0
Michael Caruso
150 West Flagler St
Suite 1500
Miami,FL33130
 Director0 0 0 0
Jeffrey B Crockett
2699 S Bayshore Dr
PH
Miami,FL33133
 Director0 0 0 0
Candace R Duff
333 SE 2nd Avenue
Suite 4400
Miami,FL33131
 Director0 0 0 0
Wilfredo Fernandez
99 NE 4th St
8th Floor
Miami,FL33132
 Director0 0 0 0
Alaina Fotiu Wojtowicz
169 East Flagler Street
Miami,FL33131
 Director0 0 0 0
Rachel Furst
200 So Biscayne Blvd
Suite 4900
Miami,FL33131
 Director0 0 0 0
Celeste Higgins
150 West Flagler St
Suite 1500
Miami,FL33130
 Director0 0 0 0
Kevin Jacobs
1401 Brickell Ave
Suite 840
Miami,FL33131
 Director0 0 0 0
Dennis G Kainen
1401 Brickell Ave
Suite 800
Miami,FL33131
 Director0 0 0 0
Russel Koonin
1450 Brickell Ave
23rd Floor
Miami,FL33131
 Director0 0 0 0
Yara Lorenzo
99 NE 4th St
Miami,FL33132
 Director0 0 0 0
David Mandel
169 East Flagler Street
Miami,FL33131
 Director0 0 0 0
David O Markus
40 NW 3d St
PH 1
Miami,FL33128
 Director0 0 0 0
Ana Maria Martinez
99 NE 4th St
8th Floor
Miami,FL33132
 Director0 0 0 0
Edward J O'Donnell
8101 Biscayne Blvd
Apt 311
Miami,FL33138
 Director0 0 0 0
John OSullivan
300 NE 1st Ave
5th Floor
Miami,FL33132
 Director0 0 0 0
Peter R Palermo
300 NE 1st Ave
Room 229
Miami,FL33132
 Director0 0 0 0
Amy D Ronner
16400 NE 32 Ave
Miami,FL33054
 Director0 0 0 0
William V Roppolo
1111 Brickell Ave
Suite 1700
Miami,FL33131
 Director0 0 0 0
Oliver Ruiz
2800 SW 3d Ave
Miami,FL33129
 Director0 0 0 0
Edward Sanchez
99 NE 4th St
8th Floor
Miami,FL33132
 Director0 0 0 0
Vanessa Snyder
200 So Biscayne Blvd
Suite 400
Miami,FL33131
 Director0 0 0 0
Michael S Tarre
2 S Biscayne Blvd
Suite 3700
Miami,FL33131
 Director0 0 0 0
Stephen Warren
701 Brickell Ave
suite 3000
Miami,FL33131
 Director0 0 0 0
Kathleen M Williams
150 West Flagler St
Suite 1500
Miami,FL33130
 Director0 0 0 0
Form 990-EZ (2011)
Form 990-EZ (2011)
Page 3
Part VOther Information(Note the Schedule A and personal benefit contract statement requirements in the instructions for Part V.) Check if the organization used Schedule O to respond to any question in this Part V
Yes
No
33
Did the organization engage in any significant activity not previously reported to the IRS? If "Yes," provide a detailed description of each activity in Schedule O ...................
33
 
No
34
Were any significant changes made to the organizing or governing documents? If "Yes," attach a conformed copy of the amended documents if they reflect a change to the organization’s name. Otherwise, explain the changeon Schedule O (see instructions). ..........................
34
 
No
35a
Did the organization have unrelated business gross income of $1,000 or more during the year from business activities (such as those reported on lines 2, 6a, and 7a, among others)? ............
35a
 
No
b
If ‘Yes’ to line 35a, has the organization filed a Form 990-T for the year? If ‘No,’ provide an explanation in Schedule O.
35b
 
 
c
Was the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization subject to section 6033(e) notice, reporting, and proxy tax requirements during the year? If "Yes," complete Schedule C, Part III.
35c
 
No
36
Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? If “Yes,” complete applicable parts of Schedule N ................
36
 
No
37a
Enter amount of political expenditures, direct or indirect, as described in the instructions. bullet
37a
0
b
Did the organization file Form 1120-POL for this year?...................
37b
 
No
38a
Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were
any such loans made in a prior year and still outstanding at the end of the tax year covered by this return?..
38a
 
No
b
If “Yes,” complete Schedule L, Part II and enter the total amount involved .
38b
 
39
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on line 9.......
39a
 
b
Gross receipts, included on line 9, for public use of club facilities.....
39b
 
40a
Section 501(c)(3) organizations. Enter amount of tax imposed on the organization during the year under:
section 4911 bullet   ; section 4912 bullet   ; section 4955 bullet  
b
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in any section 4958 excess benefittransaction during the year or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I. ......
40b
 
 
c
Section 501(c)(3) and 501(c)(4) organizations. Enter amount of tax imposed on organization managers or disqualified persons during the year under sections 4912, 4955, and 4958...bullet  
d
Section 501(c)(3) and 501(c)(4) organizations. Enter amount of tax on line 40c reimbursed by the organization....................bullet  
e
All organizations. At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? If "Yes," complete Form 8886-T. ......................
40e
 
No
41List the states with which a copy of this return is filed. bulletFL
42aThe organization's books are in care of bulletGerald J Houlihan Telephone no. bullet (305) 460-4091
Located at bulletPO Box 140158
Coral Gables,FL ZIP + 4bullet331140158
b
At any time during the calendar year, did the organization have an interest in or a signature or other authority over a financial account in a foreign country (such as a bank account, securities account, or other financial account)?
Yes
No
42b
 
No
If “Yes,” enter the name of the foreign country: bullet  
See the instructions for exceptions and filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
c
At any time during the calendar year, did the organization maintain an office outside the U.S.?
42c
 
No
If “Yes,” enter the name of the foreign country: bullet  
43.......bullet
and enter the amount of tax-exempt interest received or accrued during the tax year....bullet43
 
Yes
No
44a
Did the organization maintain any donor advised funds during the year? If "Yes," Form 990 must be completed instead of
Form 990-EZ.................................
44a
 
No
b
Did the organization operate one or more hospital facilities during the year? If ‘Yes,’ Form 990 must be completedinstead of Form990-EZ.............................
44b
 
No
c
Did the organization receive any payments for indoor tanning services during the year?.........
44c
 
No
d
If 'Yes' to line 44c, has the organization filed a Form 720 to report these payments? If ‘No,’ provide an explanationin Schedule O................................
44d
 
 
45a
Did the organization have a controlled entity within the meaning of
section 512(b)(13)?............................
45a
 
No
45b
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," Form 990 and Schedule R may need to be completed instead of Form990-EZ (see instructions).....................
45b
 
No
Form 990-EZ (2011)
Form 990-EZ (2011)
Page 4
Yes
No
46
Did the organization engage, directly or indirectly, in political campaign activities on behalf of or in opposition tocandidates for public office? If “Yes,” complete Schedule C, Part I. ..............
46
 
No
Part VI
Section 501(c)(3) organizations and section 4947(a)(1) nonexempt charitable trusts only. All section 501(c)(3) organizations and section 4947(a)(1) nonexempt charitable trusts must answer questions 47-49b and 52. Check if the organization used Schedule O to respond to any question in this Part VI ...........
Yes
No
47
Did the organization engage in lobbying activities or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II .......................
47
 
 
48
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E ....
48
 
 
49a
Did the organization make any transfers to an exempt non-charitable related organization?......
49a
 
 
b
If "Yes," was the related organization a section 527 organization?................
49b
 
 
50
Complete this table for the organization's five highest compensated employees (other than officers, directors, trustees and key employees) who each received more than $100,000 of compensation from the organization. If there is none, enter "None."
(a) Name and title of each employee paid more than $100,000 (b) Average
hours per week
devoted to position		 (c) Reportable compensation
(Forms W-2/1099-MISC) 		(d) Health benefits, contributions to employee benefit plans, and deferred compensation (e) Estimated amount of other compensation
 
f
Total number of other employees paid over $100,000 .................bullet  

51
Complete this table for the organization's five highest compensated independent contractors who each received more than $100,000 of compensation from the organization. If there is none, enter "None."
(a) Name and address of each independent contractor paid more than $100,000 (b) Type of service (c) Compensation
 
d
Total number of other independent contractors each receiving over $100,000..........bullet  
52
Did the organization complete Schedule A? NOTE:All Section 501(c)(3) organizations and 4947(a)(1) nonexempt charitable trusts must attach a completed Schedule A .....................
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid preparer use only
Print/type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name Right pointing arrowhead image

Firm's EIN Right pointing arrowhead image
Firm's address Right pointing arrowhead image



Phone no.
May the IRS discuss this return with the preparer shown above? See instructions .........bullet
Form 990-EZ (2011)

Additional Data


Software ID: 11000129
Software Version: v1.00

Form 990-EZ, Special Condition Description:
Special Condition Description
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2011
Name of organization
FEDERAL BAR ASSOCIATION
 
Employer identification number

65-0023034
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on Part I, line 2, of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 2
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
FEDERAL BAR ASSOCIATION
  		Employer identification number

65-0023034
Part I
Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 3
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
FEDERAL BAR ASSOCIATION
  		Employer identification number

65-0023034
Part II
Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 4
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
FEDERAL BAR ASSOCIATION
  		Employer identification number

65-0023034
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
Use duplicate copies of Part III if additional space is needed
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Additional Data


Software ID: 11000129
Software Version: v1.00
SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19,or if the organization entered more than $15,000 on Form 990-EZ, line 6a.right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
FEDERAL BAR ASSOCIATION
 
Employer identification number

65-0023034
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization. Form 990-EZ filers are not required to complete this table.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
Total .................right arrow      
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2011
Schedule G (Form 990 or 990-EZ) 2011
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000.
(a) Event #1

Annual Installation Dinner
(event type) 		(b) Event #2

Annual Judicial Reception
(event type) 		(c) Other Events

0
(total number) 		(d) Total Events
(Add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 57,825 56,030   113,855
2 Less: Charitable
contributions . . . 		0 0   0
3 Gross income (line 1
minus line 2) . . . 		57,825 56,030   113,855
VerticalDirectExpenses 4 Cash prizes . . . 0 0   0
5 Non-cash prizes . . 0 0   0
6 Rent/facility costs . . 48,769 36,151   84,920
7 Food and beverages . . 0 0   0
8 Entertainment . . . 0 0   0
9 Other direct expenses . 2,033 4,435   6,468
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 91,388
11 Net income summary. Combine lines 3 and 10 in column (d)............ right arrow 22,467
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (Add col. (a) through col. (c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," Explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," Explain:
 
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
Schedule G (Form 990 or 990-EZ) 2011
Schedule G (Form 990 or 990-EZ) 2011
Page 3
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Provide the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Complete this part to provide additional information for responses to quuestion on Schedule G (see instructions.)
Identifier ReturnReference Explanation
Schedule G (Form 990 or 990-EZ) 2011
Additional Data


Software ID: 11000129
Software Version: v1.00
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
FEDERAL BAR ASSOCIATION
 
Employer identification number

65-0023034
Identifier Return Reference Explanation
F99Z_P01_S00_L20 Form 990-EZ, Part I, Line 20 The organization routinely subsidizes, in whole or in part, the attendance of Federal Judges, their law clerks as well as law students and government employees in order to encourage the attendance of members and to facilitate the furtherance of the mission of the Federal Bar Association, South Florida Chapter.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2011

Additional Data


Software ID: 11000129
Software Version: v1.00

TY 2011 ReasonableCauseExplanation
Name:
FEDERAL BAR ASSOCIATION
EIN: 65-0023034
Software ID:11000129
Software Version:v1.00
Explanation:
This Association is managed only by a group of lawyers who volunteer their time. We do not employ an accountant, bookkeeper or anyone capable of properly maintaining books and records. There was no paid staff to complete these efforts. The system of record-keeping has been chronically disorganized, involved several volunteers separately in charge of events, deposits, transfers, bill payments; all of which resulted in poor communication and the resultant problems with accurate records. With the recent expansion of the Association, which included better organized events, advertising and lawyer participation, plus the introduction of complicated PayPal payments, the maintaining of the accurate records became more involved and disorganized. We have attempted to convert the system to a computer based accounting system, but the problems remained. We have hired a paid, part-time assistant to coordinate operations and to improve communication, but the assistant is not an accountant or bookkeeper. Therefore, the accounting procedures have been neglected and the books and records remained disorganized. The organization has recently created a Finance Committee that has taken steps to professionalize the accounting procedures. We have contacted a CPA who is prepared to volunteer his time in order to upgrade our accounting procedures. As Treasurer, I volunteer my time to the association. Although I am designated the Treasurer, I am a lawyer with no training in accounting. Due to a combination of personal family problems, and the press of my regular legal practice, the filing of the return was improperly postponed. Also, my personal family problems continued to overcome my ability to retrieve, correct and maintain the books and records. We are well aware of the importance of filing tax reports on a timely basis. We believe this will be the last time our return will be late for filing. We apologize for filing the return late. It will not happen again.