irs program accomplishments · form 990 part iii · fy2025
What they reported doing
- #1 primary $3KManagerial Skills Seminar: Intensive one-day educationl program designed for legal practice management professionals.
named programs · 4 · from sources
What they call their work
Compensation Survey Report
Annual guide used by legal practice support managers for planning and budgeting, reporting detailed compensation data for various legal support roles in law firms and corporate legal departments.
IPMA Awards Program
Recognizes outstanding achievements of members in volunteerism, continuing education, community service, and DEI initiatives through multiple award categories including the Laurie Roselle Community Spirit Award and Rising Star Award.
Managerial Skills Seminar
Intensive one-day educational program designed for legal practice management professionals to enhance their managerial capabilities.
Therese A. “Teri” Cannon Educational Scholarship
Provides financial assistance to members pursuing advanced education and training in paralegal and practice support management fields.
activities · 5 groups
What they do
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Professional Association Capacity Building 1 activity
- Administer business partner membership programOffers business partner memberships to corporations and individuals providing legal-related products and services, and lists them in a public directory with logos and links. Includes hosting regular meetings to engage partners and communicate organizational updates.
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Recognition and Awards Programs 1 activity
- Award member recognition for professional contributionsRecognizes members for achievements in areas such as volunteerism, continuing education, community service, and pro bono work, promoting excellence and engagement within the membership.
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Professional Certification and Continuing Education 1 activity
- Conduct educational seminars on legal practice managementOffers intensive one-day educational seminars focused on managerial skills for legal practice management professionals. These seminars are a core part of the organization's direct training offerings.
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Legal Education Scholarships and Fellowships 1 activity
- Provide educational scholarships for paralegal and practice management trainingFunds educational scholarships to support members pursuing continuing education and advanced training in paralegal studies and legal practice management.
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Uncategorized 1 activity
- Publish compensation survey data for legal practice support rolesProduces and publishes a Compensation Survey Report with detailed salary and compensation data for legal practice support positions, aiding managers in workforce planning and budgeting.
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financials · form 990 · fy2025
revenue
Total revenue$427K
Contributions & grants$143K33%
Program service revenue$256K60%
Investment income$9K2%
Other revenue$20K
expenses
Total expenses$368K
Program expenses35%
Admin / overhead65%
Fundraising0%
Salaries & benefits$0
Grants paid out$0
Largest expense lineProfessional Fees
balance sheet
Total assets$326K
Cash$304K
Investments$0
Liabilities$50K
Net assets$276K
Liquid reserves9.9 mo
6 years on record · 2020–2025 · YoY revenue +11.9%
leadership · form 990 part vii · fy2025
Who runs it
board members · 13
- Alison Sinclair — VP of Trends and Positions
- Cheryl Garner — VP Chapter Development & Support D1
- Dan Moulder — VP Chapter Development & Support D2
- Huascar Matos — Immediate Past President
- Julie Delisle — VP Chapter Development & Support D3
- Kaitlyn Haddad — President Elect
- Kara Buzga — VP Membership
- Katie Barbagelata — VP Communications
- Morgan Rohrhofer — SecretaryTreasurer
- Patty Maxwell — Director at Large
- Susan Dhillon — President
- Syreeta Lee — Director at Large
- Tony Williams — VP Professional Development
relationships · 4
Who they work with
- Dentons Partner — Recipient of the 2020 President's Award for outstanding service to IPMA or the paralegal profession.
- King & Spalding Partner — Recipient of the 2008 President's Award for outstanding service to IPMA or the paralegal profession.
- Trish Alatorre-Ridings Partner — Business partner providing talent and eDiscovery solutions to IPMA members.
- Vorys, Sater, Seymour and Pease LLP Partner — Recipient of the 1998 President's Award for outstanding service to IPMA or the paralegal profession.
strategies · 3
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Collective Impact Modelmethodology: collective_impactBy prioritizing collective group efforts over individual contributions, the organization drives organizational success, because collaboration, shared creativity, and mutual dependability generate stronger, more sustainable outcomes in the legal practice management field.
- Mission-Aligned Partnership Engagementmethodology: mission_aligned_partnership_engagementBy collaborating with legal-related service providers and organizations as business partners, the association amplifies its impact and extends resources, because aligned stakeholders contribute shared goals, expertise, and infrastructure to advance practice management.
- Multi-Channel Education Deliverymethodology: multi_channel_education_deliveryBy delivering education through conferences, seminars, webinars, publications, and local chapters, the organization increases accessibility and engagement for legal practice management professionals, because diverse formats meet varied learning preferences and professional schedules.