MASSACHUSETTS BAR INSTITUTE INC Charity Report

Public IRS 990 nonprofit record

MASSACHUSETTS BAR INSTITUTE INC

EIN 04-3293798 · Education (B64Z)

What they do

THE INSTITUTE DEVELOPS and DELIVERS EDUCATIONAL PROGRAMS; PUBLISHES SCHOLARLY PUBLICATIONS; DEVELOPS and IMPLEMENTS COMMUNITY and PUBLIC SERVICE PROGRAMS; and PROMOTES THE ADMINISTRATION of JUSTICE and RESPECT for THE LAW.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $67.20 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders21 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

103.01%of revenue went to mission work67.2% of expenses · Program services

$153.29spent for every $100 of revenueSpending was higher than revenue this year.

50.28%of revenue went to management and office costs32.8% of expenses

$0.90in assets for every $1 spent this yearSome assets cannot be spent right away.

14.3%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $509,199 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $78,811 for MARTIN W HEALY (CHIEF OPERATING OFFICER & CHIEF LEGAL COUNSEL). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$955,566

Mission workProgram services$984,323103.01% of revenue67.2% of expenses

ManagementOffice and general costs$480,44250.28% of revenue32.8% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Total expenses$1,464,765153.29% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 67.2% mission · 32.8% management · 0.0% fundraisingTotal expenses: 153.29% of revenue

2023Expense mix: 67.2% mission · 32.8% management · 0.0% fundraisingTotal expenses: 159.43% of revenue

2022Expense mix: 66.1% mission · 33.9% management · 0.0% fundraisingTotal expenses: 164.74% of revenue

2021Expense mix: 65.0% mission · 35.0% management · 0.0% fundraisingTotal expenses: 157.98% of revenue

2020Expense mix: 63.5% mission · 36.5% management · 0.0% fundraisingTotal expenses: 156.33% of revenue

2019Expense mix: 63.1% mission · 36.9% management · 0.0% fundraisingTotal expenses: 159.99% of revenue

2018Expense mix: 63.1% mission · 36.9% management · 0.0% fundraisingTotal expenses: 162.55% of revenue

2017Expense mix: 68.1% mission · 31.9% management · 0.0% fundraisingTotal expenses: 170.50% of revenue

Money in and money out

Revenue$955,566

Expenses$1,464,765

Annual shortfall $509,199 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$984,323 · 67.2% of expenses

Management and office costs$480,442 · 32.8% of expenses

See all reported dollar amounts

Revenue$955,566

Expenses$1,464,765

Assets$1,323,022

Income$955,566

Contributions$136,953

Mission work (program services)$984,323

Management and general$480,442

Accounting fees$13,338

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

MARTIN W HEALYCHIEF OPERATING OFFICER & CHIEF LEGAL COUNSEL · 1 hrs/week $78,811Base · Other $78,811

TERENCE WELSHPRESIDENT, MBA INSURANCE AGENCY · 1 hrs/week $73,563Base · Other $73,563

PATRICIA O WALSHEXEC. VICE PRESIDENT, MBA INSURANCE AGENCY · 1 hrs/week $47,642Base · Other $47,642

JASON SCALLYDIRECTOR COMMUNICATIONS & MEDIA · 1 hrs/week $39,449Base · Other $39,449

DON BOTTSDIRECTOR OF INFORMATION TECHNOLOGY · 1 hrs/week $34,295Base · Other $34,295

LISA FERRARADIRECTOR, MEMBERSHIP & PROGRAMS · 1 hrs/week $26,297Base · Other $26,297

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (21)

MARTIN W HEALYCHIEF OPERATING OFFICER & CHIEF LEGAL COUNSEL

TERENCE WELSHPRESIDENT, MBA INSURANCE AGENCY

PATRICIA O WALSHEXEC. VICE PRESIDENT, MBA INSURANCE AGENCY

JASON SCALLYDIRECTOR COMMUNICATIONS & MEDIA

DON BOTTSDIRECTOR OF INFORMATION TECHNOLOGY

LISA FERRARADIRECTOR, MEMBERSHIP & PROGRAMS

VICTORIA M SANTORO MAIRPRESIDENT

DENIS SQUILLANTEEXEC MGT BOARD MEMBER

SHAYLA MOMBELEURTREASURER

SHAMPAGNE L ROBINSONEXEC MGT BOARD MEMBER (TO 8/25)

SAMUEL A SEGALVICE PRESIDENT

PAUL J KLEHMEXEC MGT BOARD MEMBER

MICHAEL H HAYDENPRESIDENT-ELECT

MARTIN F KANE IIEXEC MGT BOARD MEMBER

MARSHA V KAZAROSIANEXEC MGT BOARD MEMBER

MARK DOHERTYDIRECTOR, FISCAL OPERATIONS

MARISSA N SOTO-ORTIZEXEC MGT BOARD MEMBER

MARC A MOCCIASECRETARY

JANE EDENEXEC MGT BOARD MEMBER

HON BONNIE H MACLEOD RETEXEC MGT BOARD MEMBER

GEORGIA K CRITSLEYEXEC MGT BOARD MEMBER

About this charity

Recognized since: January 1996
Location: 20 WEST ST, BOSTON, MA 02111-1204
County: Suffolk
In care of: % JAMES S DILDAY
Primary officer: MARC MOCCIA, CURRENT TREASURER

How to reach them

WebsiteVisit the charity’s website Phone(617) 338-0500

Filing and classification

Latest tax year: 2024
Tax period began: September 1, 2024
Return type: 990
Tax preparer: KAHN LITWIN RENZA & CO LTD
NTEE classification: Education (B64Z)
IRS tax category: All Other Legal Services