TIN:
SCHEDULE O
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
(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 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Inspection
Name of the organization
SARASOTA COUNTY BAR ASSOCIATION INC
Employer identification number
59-1546854
59-1546854
| Return Reference | Explanation |
|---|---|
| FORM 990, PART I, LINE 6 | VOLUNTEERS DEVELOP, ORGANIZE AND EXECUTE MEETING TOPICS OF 11 PRACTICE SECTIONS, SERVE IN LEADERSHIP POSITIONS WITHIN THE YOUNG LAWYERS AND SOUTH COUNTY DIVISIONS WHERE SPECIAL PROJECTS AND NETWORKING EVENTS ARE PRESENTED, WRITE ARTICLES FOR 10 ISSUES OF THE NEWSLETTER, PLAN AND SPEAK AT CONTINUING LEGAL EDUCATION PROGRAMS FOR MEMBERS, FACILITATE MOCK TRIAL PROGRAM FOR 1,000 5TH GRADE STUDENTS DURING LAW WEEK. |
| FORM 990, PART VI, SECTION A, LINE 2 | THREE BOARD MEMBERS WORK AT THE SAME FIRM (JENNIFER GROSSO, AMANDA KISON, AND BRIAN GOODRICH). |
| FORM 990, PART VI, SECTION A, LINE 4 | THE FINAL BYLAWS WERE DRAFTED AND APPROVED ON NOVEMBER 21, 2019. THE CHANGES ARE AS FOLLOWS: A. REVISIONS TO MEMBERSHIP CLASSES 1. THE FORMER BYLAWS SPECIFY ACTIVE MEMBERS, JUDICIAL BRANCH MEMBERS, RETIRED MEMBERS, STUDENT MEMBERS, PUBLIC SERVANT MEMBERS AND HONORARY MEMBERS. THE FINAL BYLAWS REVISED AND EXPANDED THE MEMBERSHIP CATEGORIES. 2.THE FORMER BYLAWS HAD THE MOST RESTRICTIVE MEMBERSHIP CRITERIA THE GC HAS ENCOUNTERED FOR A LOCAL FLORIDA BAR ASSOCIATION. MOST LOCAL ASSOCIATIONS HAVE MEMBERSHIPS FOR NON-ATTORNEY LEGAL PROFESSIONALS, ADDITIONAL CLASSES FOR ATTORNEYS LICENSED IN FLORIDA, BUT RESIDING OUTSIDE THE JURISDICTION, AND ATTORNEYS WHO ARE NOT LICENSED IN FLORIDA, HAVING SOME CONNECTION TO THE LOCAL JURISDICTION. RIGHTS TO VOTE, SERVE ON THE BOARD AND HOLD OFFICE ARE RESTRICTED FOR CERTAIN CATEGORIES, WITH DUES SET HIGHER OR LOWER AS THE BOARD DEEMS APPROPRIATE. SEE ATTACHED MEMBERSHIP SUMMARY CHART FOR SCBA AND OTHER SELECTED JURISDICTIONS. 3. THE GC EXPANDED MEMBERSHIP CLASSES AND CRITERIA TO INCLUDE ADDITIONAL MEMBERSHIP CLASSES. AT A MINIMUM, THE BOARD SHOULD CONSIDER HAVING THE BYLAWS AUTHORIZE THE BOARD TO OFFER SUCH MEMBERSHIPS IN THE FUTURE, WITHOUT REQUIRING A BYLAWS AMENDMENT. 4. RECOMMENDED MEMBERSHIP CLASSES A. REGULAR MEMBERS: FORMERLY ACTIVE MEMBERS. ONLY THOSE WHO ARE MEMBERS OF THE FLORIDA BAR AND EITHER PERMANENTLY RESIDE OR ACTIVELY PRACTICE (WITH AN OFFICE) IN THE 12TH JUDICIAL DISTRICT OR CHARLOTTE COUNTY. ONLY REGULAR MEMBERS CAN VOTE OR SERVE ON THE BOARD. B. ASSOCIATE MEMBERS: ADD A MEMBERSHIP CLASS FOR THE ATTORNEYS LISTED BELOW. (1) ATTORNEYS WHO ARE RETIRED (IN GOOD STANDING) FROM THE PRACTICE OF LAW IN FLORIDA OR ANOTHER JURISDICTION. (2)ALL OTHER MEMBERS OF THE FLORIDA BAR WHO ARE IN GOOD STANDING (E.G. THOSE WHO DO NOT PERMANENTLY RESIDE IN OR ACTIVELY PRACTICE IN THE 12TH DISTRICT OR CHARLOTTE COUNTY). (3) ATTORNEYS WHO ARE MEMBERS (IN GOOD STANDING) OF ANOTHER STATES BAR. C. AFFILIATE MEMBERS: ADDED A MEMBERSHIP CLASS FOR THE FOLLOWING, WHO MUST BE SPONSORED BY TWO REGULAR MEMBERS (ONE OF WHOM IS A SUPERVISING ATTORNEY) AND SHALL BE INVITED TO ATTEND DESIGNATED SCBA EVENTS: (1) PARALEGALS AND LEGAL ASSISTANTS WORKING UNDER THE SUPERVISION OF AN ATTORNEY. (2) LAW OFFICE ADMINISTRATIVE ASSISTANTS EMPLOYED BY A LAWYER, LAW OFFICE, GOVERNMENTAL OR CORPORATE LEGAL DEPARTMENT. (3) AUTHORIZE THE BOARD TO CONSIDER ADDITIONAL LEGAL PROFESSIONALS DIRECTLY CONNECTED TO THE PRACTICE OF LAW. (4) NO SUBSTANTIAL CHANGE TO JUDICIAL, STUDENT AND HONORARY MEMBERS. B. ADDITIONAL NOTABLE BYLAWS CHANGES 1. REVISED THE MISSION IN ACCORDANCE WITH BOARD APPROVED MISSION STATEMENT TO FOCUS MORE ON MEMBER IDENTIFIED NEEDS. 2. AUTHORIZED NOT LESS THAN 3 AND UP TO 15 REGULAR MEMBERS TO SERVE ON THE BOARD, TO PROVIDE FLEXIBILITY AND OPERATIONAL CAPACITY IN CRISIS SITUATIONS. 3. BOARD OFFICERS MUST HAVE AT LEAST TWO YEARS OF PRIOR BOARD SERVICE. 4. SPECIFICALLY ESTABLISHED STANDING COMMITTEES FOR FINANCE, GOVERNANCE AND EXECUTIVE COMMITTEES, PROVIDING FLEXIBILITY FOR ADDITIONAL COMMITTEES AND WORK GROUPS. 5. ESTABLISHED THE DUTIES OF THE GOVERNANCE COMMITTEE AS SET FORTH IN ITS CHARTER, INCLUDING ASSUMPTION OF THE CURRENT NOMINATING COMMITTEE DUTIES, WITH THE GC RECOMMENDING AN ANNUAL SLATE OF OFFICERS AND DIRECTORS TO THE BOARD. A. THE PRESIDENT-ELECT IS AN AUTOMATIC GC MEMBER; THE YLD AND SCD EACH DESIGNATE A REPRESENTATIVE; AND THE GC CAN HAVE UP TO TWO NON-BOARD MEMBERS. GC CHAIR MUST BE A CURRENT BOARD MEMBER. B. THE BOARD APPROVED SLATE UNDERGOES THE SAME PROCESS FOR ELECTION BY MEMBERS AS CURRENTLY IN PLACE, WITH FLEXIBILITY FOR TIMING AND METHODS FOR NOTICE, PUBLICATION, ETC. C. MEMBERSHIP STILL VOTES AT THE SCHEDULED ANNUAL MEMBERSHIP MEETING BY THE VOICE ACCLAMATION/CONTESTED BALLOT PROVISIONS CURRENTLY IN PLACE. 6. PROVIDE FLEXIBILITY FOR DATES OF STARTING AND ENDING TERMS, MEETINGS AND ANNUAL MEETING, 7. MEETING NOTICES AND TIMEFRAMES, PARTICIPATION BY VIRTUAL MEANS, FILLING VACANCIES, AND MEANS AND TIMING OF NOTICES FOR VARIOUS ITEMS, SUCH AS MEETINGS AND AMENDMENTS. 8. PROVIDED FLEXIBILITY TO THE BOARD FOR DUES AMOUNTS BASED ON MEMBERSHIP CLASSES, TIMING OF APPLICATION, DISCOUNTS FOR INDIVIDUALS, GROUPS, AND REINSTATEMENT (BACK PAY), AS WELL AS DUE DATES AND CONSEQUENCES, SUCH AS LATE FEES, ALL IN ACCORDANCE WITH POLICIES TO BE ADOPTED BY THE BOARD. 9. ADDED RECOMMENDED PROVISIONS FOR BEST PRACTICES FROM CONSULTANT ADVICE RELATED TO REGISTERED AGENT, FUNDS, CHECKS, LOANS, INSURANCE, CONFLICTS OF INTEREST, RESERVES, AND OTHERS. 10. REMOVED PROVISIONS RELATED TO POLICIES ON MEETING SPACES, ANNUAL AND STRATEGIC PLANNING AND BUDGETING, TO BE MORE APPROPRIATELY INCLUDED IN BOARD ADOPTED POLICIES, RATHER THAN THE BYLAWS. |
| FORM 990, PART VI, SECTION A, LINE 6 | ACTIVE: INDIVIDUALS WHO ARE MEMBERS IN GOOD STANDING WITH THE FLORIDA BAR AND WHO ACTIVELY PRACTICE AND MAINTAIN AN OFFICE FOR THE PRACTICE OF LAW WITHIN THE 12TH JUDICIAL CIRCUIT OR WITHIN CHARLOTTE COUNTY, FLORIDA; OR MAINTAINS HIS OR HER PERMANENT LEGAL RESIDENCY WITHIN THE 12TH JUDICIAL CIRCUIT OR CHARLOTTE COUNTY, FLORIDA; JUDGES OF ANY FLORIDA COURT; PUBLIC SERVANTS AS DESIGNATED BY THE BOARD OF DIRECTORS; STUDENT: INDIVIDUALS ENROLLED AND CURRENTLY ATTENDING LAW SCHOOL, AND LAW SCHOOL GRADUATES WHO ARE ACTIVELY SEEKING ADMISSION TO THE FLORIDA BAR AND HAVE RECEIVED THEIR JURIS DOCTORATE WITHIN THE PREVIOUS TWO (2) YEARS. (LAW STUDENT MEMBERSHIP TERMINATES AFTER ADMISSION TO THE FLORIDA BAR; RETIRED: INDIVIDUAL WHO EITHER IS (1) "INACTIVE OR "RETIRED" FROM THE FLORIDA BAR PURSUANT TO RULES REGULATING THE FLORIDA BAR 1-3.2 (C) OR RULE 1-3.5, AND AT THE TIME OF ELECTING SUCH STATUS, WAS AN ACTIVE SCBA OR JUDICIAL BRANCH MEMBER; OR (2) NOT A MEMBER OF THE FLORIDA BAR, WAS A MEMBER OF THE BAR OF ONE OR MORE FOREIGN JURISDICTIONS, HAS RETIRED IN GOOD STANDING FROM THE ACTIVE PRACTICE OF LAW IN EACH OF THOSE FOREIGN JURISDICTIONS, AND MAINTAINS HIS OR HER PERMANENT LEGAL RESIDENCE WITHIN THE 12TH JUDICIAL CIRCUIT OR CHARLOTTE COUNTY, FLORIDA. |
| FORM 990, PART VI, SECTION A, LINE 7A | YES. ACTIVE MEMBERS ARE ENCOURAGED TO CONTACT THE NOMINATING COMMITTEE IF INTERESTED IN SERVING IN A LEADERSHIP POSITION, AND A LEADERSHIP NOMINATING FORM IS DISTRIBUTED ELECTRONICALLY AND PUBLISHED IN THE NEWSLETTER. THE NOMINATING COMMITTEE IS CHARGED WITH CREATING A SLATE OF OFFICERS, BUT ANY ACTIVE MEMBER MAY CONTEST THE NOMINEE FOR A POSITION BY SUBMITTING A PETITION FOR A CONTESTED ELECTION SIGNED BY 40 ACTIVE MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7B | ACTIVE MEMBERS APPROVE CHANGES TO CLASSES OF MEMBERSHIP AND ELECT OFFICERS AND DIRECTORS OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | ANNUALLY, THE COMPLETED 990 FORM IS SENT BY EMAIL TO ALL OFFICERS AND DIRECTORS OF THE ORGANIZATION FOR REVIEW, AND IS FORMALLY APPROVED BY THE BOARD DURING ITS NEXT REGULARLY SCHEDULED MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, ALL OFFICERS AND DIRECTORS SIGN A CONFLICT OF INTEREST POLICY; CARE AND ATTENTION TO POTENTIAL CONFLICTS IS MONITORED BY THE ORGANIZATION'S EXECUTIVE DIRECTOR AND ITS OFFICERS. |
| FORM 990, PART VI, SECTION B, LINE 15 | ANNUALLY, THE BOARD OF DIRECTORS MEETS IN EXECUTIVE SESSION TO REVIEW THE EXECUTIVE DIRECTOR'S COMPENSATION. RESEARCH IS ALSO CONDUCTED TO DETERMINE APPROPRIATE SALARY LEVEL. THERE ARE NO OTHER OFFICERS OR KEY EMPLOYEES WHO RECEIVE COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2019
Additional Data
| Software ID: | |
| Software Version: |