AMERICAN LAW INSTITUTE: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN LAW INSTITUTE (EIN 23-1352013)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-03-15
- IRS object ID
- 202240749349300919
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-15T10:41:42-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231980475 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KREISCHER MILLER | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WITMER ROAD SUITE 350 | AddressLine1Txt |
| City | HORSHAM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190442369 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352013 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN LAW INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 2152431600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4025 CHESTNUT STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WALLACE B JEFFERSON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2152431600 | PhoneNum |
| Signature | 2022-03-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WALLACE | PersonFirstNm |
| Person Last | JEFFERSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER M PEKULA | PreparerPersonNm |
| PTIN | P00734965 | PTIN |
| Phone | 2154414600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID F LEVI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4025 CHESTNUT STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $22,659,169 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ALI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1923 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 64 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 64 | VotingMembersIndependentCnt |
| Total Employee | 76 | TotalEmployeeCnt |
| Total Volunteers | 3103 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,266,353 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,823,494 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,068,888 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,023,421 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,255,037 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,460,081 | CYInvestmentIncomeAmt |
| PY Other Revenue | $402,767 | PYOtherRevenueAmt |
| CY Other Revenue | $232,708 | CYOtherRevenueAmt |
| PY Total Revenue | $12,993,045 | PYTotalRevenueAmt |
| CY Total Revenue | $15,539,704 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $947,774 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,043,741 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,532,961 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,455,022 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $229,891 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,686,625 | PYOtherExpensesAmt |
| CY Other Expenses | $2,394,982 | CYOtherExpensesAmt |
| PY Total Expenses | $12,167,360 | PYTotalExpensesAmt |
| CY Total Expenses | $10,893,745 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $825,685 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,645,959 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $77,378,733 | TotalAssetsBOYAmt |
| Total Assets EOY | $99,411,184 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,838,930 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,380,310 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $72,539,803 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $96,030,874 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,601,996 | ExpenseAmt |
| Grant | $940,912 | GrantAmt |
| Revenue | $3,679,532 | RevenueAmt |
| Desc | ALI: THE INSTITUTE PRODUCES DRAFTS, DISCUSSES, AND PUBLISHES RESTATEMENTS OF THE LAW, MODEL STATUTES AND PRINCIPLES OF THE LAW. ALI MEMBERS TAKE AN ACTIVE PART IN ALI ACTIVITIES BY REVIEWING AND COMMENTING ON PROJECT DRAFTS, PARTICIPATING IN MEETINGS TO DISCUSS DRAFTS, AND ATTENDING ANNUAL MEETINGS WHERE ALI'S WORK IS DEBATED AND VOTED ON. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,294,498 | ExpenseAmt |
| Grant | $102,829 | GrantAmt |
| Revenue | $3,424,102 | RevenueAmt |
| Desc | ALI CLE: THE INSTITUTE, THROUGH ALI CLE, PROVIDES EDUCATION FOR THE LEGAL PROFESSION THROUGHOUT THE UNITED STATES, OFFERING IN-PERSON COURSES, WEBCASTS, TELEPHONE SEMINARS, ON-DEMAND PROGRAMS, ONLINE MATERIALS, AND PERIODICALS. THERE WERE OVER 30,000 USERS OF ALI CLE'S ONLINE PROGRAMS AND SERVICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $7,896,494 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 186 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 76 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 64 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 64 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN LAW INSTITUTE DEPUTY DIRECTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2152431600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4025 CHESTNUT STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191043099 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (75 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| RICHARD L REVESZ | ||||||||
| DIRECTOR | 30.00 | Yes (X) | $383,063 | $0 | $19,950 | |||
| STEPHANIE A MIDDLETON | ||||||||
| DEPUTY DIRECTOR | 50.00 | Yes (X) | $346,000 | $0 | $19,950 | |||
| JULIE SCRIBNER | ||||||||
| CFO & DIRECTOR OF ALI CLE | 35.00 | $241,120 | $0 | $50,381 | Yes (X) | |||
| JENNIFER MORINIGO | ||||||||
| CHIEF COMMUNICATIONS & MAR | 35.00 | $197,631 | $0 | $38,383 | Yes (X) | |||
| DEANNE DISSINGER | ||||||||
| ASSOCIATE DEPUTY DIRECTOR | 35.00 | $181,479 | $0 | $25,523 | Yes (X) | |||
| BETH GOLDSTEIN | ||||||||
| MEMBERSHIP DIRECTOR | 35.00 | $152,363 | $0 | $34,496 | Yes (X) | |||
| LESLIE BELASCO | ||||||||
| DIRECTOR OF CLE PROGRAM PR | 35.00 | $142,294 | $0 | $38,880 | Yes (X) | |||
| MING CHANG | ||||||||
| SR APP DEVELOPMENT MGR | 35.00 | $134,852 | $0 | $9,337 | Yes (X) | |||
| DAVID F LEVI | ||||||||
| PRESIDENT & COUNCIL | 16.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| LEE H ROSENTHAL | ||||||||
| 1ST VICE PRESIDENT & COUNC | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| PAUL L FRIEDMAN | ||||||||
| SECRETARY & COUNCIL | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| TERESA WILTON HARMON | ||||||||
| 2ND VICE PRESIDENT & COUNC | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| WALLACE B JEFFERSON | ||||||||
| TREASURER & COUNCIL | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ABBE R GLUCK | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| ALLISON H EID | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| ANTHONY J SCIRICA | ||||||||
| COUNCIL | 3.00 | $0 | $0 | $0 | Yes (X) | |||
| ANTON G HAJJAR | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| CAROL F LEE | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| CAROLYN B KUHL | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| CATHERINE T STRUVE | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| DANIEL B RODRIGUEZ | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| DANIEL C GIRARD | ||||||||
| COUNCIL | 3.00 | $0 | $0 | $0 | Yes (X) | |||
| DAVID W RIVKIN | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| DEREK P LANGHAUSER | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| DIANE P WOOD | ||||||||
| COUNCIL | 3.00 | $0 | $0 | $0 | Yes (X) | |||
| DONALD B AYER | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| ELIZABETH S STONG | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| ERIC A POSNER | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| EVAN R CHESLER | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| GARY L SASSO | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| GERARD E LYNCH | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| GOODWIN LIU | ||||||||
| COUNCIL | 3.00 | $0 | $0 | $0 | Yes (X) | |||
| GREGORY P JOSEPH | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| HAROLD HONGJU KOH | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| IVAN K FONG | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| JANE STAPLETON | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| JANET NAPOLITANO | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| JEFFREY S SUTTON | ||||||||
| COUNCIL | 3.00 | $0 | $0 | $0 | Yes (X) | |||
| JOHN B BELLINGER III | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| JOHN H BEISNER | ||||||||
| COUNCIL | 3.00 | $0 | $0 | $0 | Yes (X) | |||
| JUDITH A MILLER | ||||||||
| COUNCIL | 3.00 | $0 | $0 | $0 | Yes (X) | |||
| KATHLEEN M O'SULLIVAN | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| KATHRYN A OBERLY | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| KENNETH C FRAZIER | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| KETANJI BROWN JACKSON | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| KIM J ASKEW | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| LANCE LIEBMAN | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| LARRY D THOMPSON | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| LARRY S STEWART | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| LAURA D STITH | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| LAURA STEIN | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| LORI A MARTIN | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| M MARGARET MCKEOWN | ||||||||
| COUNCIL | 3.00 | $0 | $0 | $0 | Yes (X) | |||
| MARIANO-FLORENTINO CUELLAR | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| MARSHA E SIMMS | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| MICHELE C KANE | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| NATHAN L HECHT | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| PAMELA S KARLAN | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| PATRICIA ANN MILLETT | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| RAYMOND J LOHIER JR | ||||||||
| COUNCIL | 3.00 | $0 | $0 | $0 | Yes (X) | |||
| ROBERT H SITKOFF | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| ROBERTO JOSE GONZOLEZ | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| SAMUEL ISSACHAROFF | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| SARAH S VANCE | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| SCOTT BALES | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| SETH P WAXMAN | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| STEPHANIE A PARKER | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| STEPHEN S GENSLER | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| STEVEN O WEISE | ||||||||
| COUNCIL | 3.00 | $0 | $0 | $0 | Yes (X) | |||
| STUART RABNER | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| THOMAS M HARDIMAN | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| TROY A MCKENZIE | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| VIRGINIA A SEITZ | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| WILLIAM C HUBBARD | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| YVONNE GONZALEZ ROGERS | ||||||||
| COUNCIL | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,778,802 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $236,900 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $478,483 | MembershipDuesAmt |
| Government Grants | $1,286,556 | GovernmentGrantsAmt |
| All Other Contributions | $4,058,455 | AllOtherContributionsAmt |
| Noncash Contributions | $1,983,692 | NoncashContributionsAmt |
| Total Contributions | $5,823,494 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ALI PUBLICATIONS AND RELATED ROYA | 511120 | $3,602,596 | $3,602,596 |
| CLE PROGRAMS, PRODUCTS, AND PARTN | 611710 | $3,420,825 | $3,420,825 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,023,421 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,066,932 | TotalRevenueColumnAmt |
| Exclusion | $2,066,932 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $487,757 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $335,263 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $152,494 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $152,494 | TotalRevenueColumnAmt |
| Exclusion | $152,494 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,880,704 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,487,555 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $393,149 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $393,149 | TotalRevenueColumnAmt |
| Exclusion | $393,149 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $376,861 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $296,647 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $80,214 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $80,214 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,539,704 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,103,635 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,612,575 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,802 | TotalAmt |
| Program Services | $33,802 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,003,690 | TotalAmt |
| Program Services | $1,003,690 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,249 | TotalAmt |
| Program Services | $6,249 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,081,210 | TotalAmt |
| Program Services | $618,231 | ProgramServicesAmt |
| Management And General | $403,814 | ManagementAndGeneralAmt |
| Fundraising | $59,165 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,749,123 | TotalAmt |
| Program Services | $3,394,026 | ProgramServicesAmt |
| Management And General | $1,248,396 | ManagementAndGeneralAmt |
| Fundraising | $106,701 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $344,418 | TotalAmt |
| Program Services | $246,142 | ProgramServicesAmt |
| Management And General | $90,537 | ManagementAndGeneralAmt |
| Fundraising | $7,739 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $863,984 | TotalAmt |
| Program Services | $617,458 | ProgramServicesAmt |
| Management And General | $227,114 | ManagementAndGeneralAmt |
| Fundraising | $19,412 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $416,287 | TotalAmt |
| Program Services | $297,394 | ProgramServicesAmt |
| Management And General | $107,593 | ManagementAndGeneralAmt |
| Fundraising | $11,300 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,573 | TotalAmt |
| Management And General | $42,573 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,740 | TotalAmt |
| Program Services | $257 | ProgramServicesAmt |
| Management And General | $57,483 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,485 | TotalAmt |
| Program Services | $185,485 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,794 | TotalAmt |
| Management And General | $141,794 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,757 | TotalAmt |
| Program Services | $103,051 | ProgramServicesAmt |
| Management And General | $11,156 | ManagementAndGeneralAmt |
| Fundraising | $5,550 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,126 | TotalAmt |
| Program Services | $105,877 | ProgramServicesAmt |
| Management And General | $56,444 | ManagementAndGeneralAmt |
| Fundraising | $805 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,344 | TotalAmt |
| Program Services | $170,938 | ProgramServicesAmt |
| Management And General | $68,656 | ManagementAndGeneralAmt |
| Fundraising | $6,750 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,297 | TotalAmt |
| Program Services | $7,297 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,149 | TotalAmt |
| Program Services | $145,168 | ProgramServicesAmt |
| Management And General | $71,867 | ManagementAndGeneralAmt |
| Fundraising | $6,114 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,240 | TotalAmt |
| Program Services | $2,137 | ProgramServicesAmt |
| Management And General | $103 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $625,398 | TotalAmt |
| Program Services | $581,022 | ProgramServicesAmt |
| Management And General | $44,376 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,003 | TotalAmt |
| Program Services | $192,982 | ProgramServicesAmt |
| Management And General | $25,856 | ManagementAndGeneralAmt |
| Fundraising | $6,165 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,637 | TotalAmt |
| Management And General | $77,637 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CREDIT CARD & BANKING F | $79,616 | $79,616 | ||
| PRODUCTION AND TRANSMIS | $77,164 | $75,760 | $1,404 | |
| STIPENDS | $62,442 | $62,442 | ||
| CONSULTANTS, HONORARIA, | $31,558 | $23,495 | $7,998 | $65 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,659 | TotalAmt |
| Program Services | $6,417 | ProgramServicesAmt |
| Management And General | $20,117 | ManagementAndGeneralAmt |
| Fundraising | $125 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,893,745 | TotalAmt |
| Program Services | $7,896,494 | ProgramServicesAmt |
| Management And General | $2,767,360 | ManagementAndGeneralAmt |
| Fundraising | $229,891 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,298,055 | BOYAmt |
| EOY | $2,716,625 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,594,387 | BOYAmt |
| EOY | $2,576,850 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,754 | BOYAmt |
| EOY | $4,076 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $296,259 | BOYAmt |
| EOY | $290,734 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,309,388 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,033,246 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,486,801 | BOYAmt |
| EOY | $2,276,142 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,262,179 | BOYAmt |
| EOY | $88,038,715 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,422,529 | BOYAmt |
| EOY | $1,355,530 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,026,551 | BOYAmt |
| EOY | $980,850 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $956,218 | BOYAmt |
| EOY | $1,171,662 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,378,733 | BOYAmt |
| EOY | $99,411,184 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $958,995 | BOYAmt |
| EOY | $972,392 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $759,586 | BOYAmt |
| EOY | $660,468 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,735 | BOYAmt |
| EOY | $22,735 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,286,556 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,811,058 | BOYAmt |
| EOY | $1,724,715 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,838,930 | BOYAmt |
| EOY | $3,380,310 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,998,539 | BOYAmt |
| EOY | $87,385,862 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,541,264 | BOYAmt |
| EOY | $8,645,012 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,539,803 | BOYAmt |
| EOY | $96,030,874 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,378,733 | BOYAmt |
| EOY | $99,411,184 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,645,959 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $17,280,634 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,564,478 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,043,023 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,800,184 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,529,212 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,266,353 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,172,526 | CurrentTaxYearAmt |
| Total | $19,811,298 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,938,399 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,624,564 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,190,566 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,559,393 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,400,283 | CurrentTaxYearAmt |
| Total | $44,713,205 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,981,422 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,424,748 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,719,778 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,825,746 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,572,809 | CurrentTaxYearAmt |
| Total | $64,524,503 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $144,135 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $364,942 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $288,661 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $90,762 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $215,775 | CurrentTaxYearAmt |
| Total | $1,104,275 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $144,135 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $364,942 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $288,661 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $90,762 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $215,775 | CurrentTaxYearAmt |
| Total | $1,104,275 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $63,420,228 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,475,376 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,381,902 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,662,293 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,087,214 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,554,689 | CurrentTaxYearAmt |
| Total | $12,161,474 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,475,376 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,381,902 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,662,293 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,087,214 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,554,689 | CurrentTaxYearAmt |
| Total | $12,161,474 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,456,798 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,806,650 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,382,071 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,912,960 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,127,498 | CurrentTaxYearAmt |
| Total | $76,685,977 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.82700 | PublicSupportCY509Pct |
| Public Support PY509 | 0.82450 | PublicSupportPY509Pct |
| Investment Income CY | 0.15860 | InvestmentIncomeCYPct |
| Investment Income PY | 0.16140 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $185,485 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $185,485 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,711,009 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,896,494 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $544,825 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $136,206 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $638,150 | CurrentYearMinus2Amt |
| Current Year Minus1 | $592,519 | CurrentYearMinus1Amt |
| Current Year | $544,825 | CurrentYearAmt |
| Total | $1,775,494 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,663,241 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $174,215 | CurrentYearMinus2Amt |
| Current Year Minus1 | $447,811 | CurrentYearMinus1Amt |
| Current Year | $185,485 | CurrentYearAmt |
| Total | $807,511 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $159,538 | CurrentYearMinus2Amt |
| Current Year Minus1 | $148,130 | CurrentYearMinus1Amt |
| Current Year | $136,206 | CurrentYearAmt |
| Total | $443,874 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $665,811 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,930,962 | BeginningYearBalanceAmt |
| Contributions | $448,927 | ContributionsAmt |
| Investment Earnings Or Losses | $2,892,145 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $186,633 | OtherExpendituresAmt |
| End Year Balance | $15,085,401 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,939,578 | BeginningYearBalanceAmt |
| Contributions | $358,184 | ContributionsAmt |
| Investment Earnings Or Losses | $432,362 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $799,162 | OtherExpendituresAmt |
| End Year Balance | $11,930,962 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,165,407 | BeginningYearBalanceAmt |
| Contributions | $383,162 | ContributionsAmt |
| Investment Earnings Or Losses | $714,071 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,323,062 | OtherExpendituresAmt |
| End Year Balance | $11,939,578 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,596,539 | BeginningYearBalanceAmt |
| Contributions | $539,742 | ContributionsAmt |
| Investment Earnings Or Losses | $1,134,188 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,105,062 | OtherExpendituresAmt |
| End Year Balance | $13,165,407 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,545,595 | BeginningYearBalanceAmt |
| Contributions | $258,295 | ContributionsAmt |
| Investment Earnings Or Losses | $1,683,135 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,890,486 | OtherExpendituresAmt |
| End Year Balance | $14,596,539 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.79530 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.06890 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.13580 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $393,750 | OtherCostOrOtherBasisAmt |
| Book Value | $393,750 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,687,380 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $4,113 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,691,493 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,374,838 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $4,355,748 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,065,959 | DepreciationAmt |
| Book Value | $1,664,627 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,493,559 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,275,794 | DepreciationAmt |
| Book Value | $217,765 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,276,142 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POST-RETIREMENT HEALTHCARE OBLIGATION | Desc |
| Amt | $1,724,715 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,724,715 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE AMERICAN LAW INSTITUTE MAINTAINS AS LANDLORD AN ESCROW BANK ACCOUNT AS A SECURITY DEPOSIT FOR ONE OF ITS TENANTS, ELWYN INC. |
| PART X, LINE 2: | FOR THE YEARS ENDED JUNE 30, 2021 AND 2020, ALI AND ALIP DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN AN INFORMATIONAL RETURN OR IN AN INCOME TAX RETURN, RESPECTIVELY, WHICH WOULD REQUIRE ADJUSTMENT TO OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. IN ADDITION, ALI AND ALIP BELIEVE THAT THEY HAVE NOT ENGAGED IN ANY ACTIVITIES FOR WHICH ALI'S TAX-EXEMPT STATUS AND ALIP'S TAX STATUS AS A PASS-THROUGH ENTITY WOULD NOT BE SUSTAINED UNDER EXAMINATION. ALI AND ALIP ARE POTENTIALLY SUBJECT TO FEDERAL, STATE, AND LOCAL EXAMINATIONS, AS APPLICABLE, FOR YEARS SUBSEQUENT TO JUNE 30, 2017. |
| SCHEDULE D, PART V, LINE 4 | IN ACCORDANCE WITH DONOR-IMPOSED RESTRICTIONS THE FALK ENDOWMENT, CASNER ENDOWMENT AND WINOGRAD ENDOWMENT ARE PERPETUAL ENDOWMENTS WITH INCOME USED FOR THE PERMANENT EDITORIAL BOARD FOR THE UNIFORM COMMERCIAL CODE (PEB-UCC), ENDOWED CHAIR IN MEMORY OF PROFESSOR CASNER, AND THE EARLY CAREER SCHOLARS PROGRAM, RESPECTIVELY. THE MELLON ENDOWMENT IS DONOR RESTRICTED PRIMARILY TO BE USED FOR THE RESTATEMENT PROJECTS. THE MELTZER AND HAZARD ENDOWMENT FUNDS ARE DONOR RESTRICTED AND MAY BE USED TO SUPPORT SPECIAL PROJECTS AND MEMBERSHIP ENGAGEMENT AS DETERMINED AT THE DISCRETION OF THE DIRECTOR. THE WECHSLER FUND IS A COUNCIL DESIGNATED ENDOWMENT TO SUPPORT LAW-REFORM PROJECTS DESIGNATED BY THE COUNCIL. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|
| RESEARCH ASSISTANT PAYMENT | EUROPE (INCLUDING ICELAND & GREENLAND) | 1 | $5,278 | ACH | CASH |
| RESEARCH ASSISTANT PAYMENT | CENTRAL AMERICA AND THE CARIBBEAN | 1 | $971 | ACH | CASH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF PENNSYLVANIA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3451 WALNUT ST 433 FRANKLIN | AddressLine1Txt |
| Address Line2 | BUILDING | AddressLine2Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191046205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 231352685 | RecipientEIN |
| IRC Section | 501(C)3 | IRCSectionDesc |
| Cash Grant | $30,125 | CashGrantAmt |
| Purpose Of Grant | THE CONTRIBUTION MADE TO THE UNIVERSITY OF PENNSYLVANIA WAS IN SUPPORT OF THE UNIVERSITY'S LIBRARY ARCHIVE DEPARTMENT WHICH MAINTAINS THE INSTITUTE'S ARCHIVES. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Cash GrantCashGrantAmt |
|---|---|---|---|---|---|
| THE AMERICAN LAW INSTITUTE PROVIDES FINANCIAL ASSISTANCE TO COVER TRAVEL EXPENSES FOR CERTAIN VOLUNTEERS WHO ATTEND ITS MEETINGS. ALI CLE OFFERS FULL AND PARTIAL SCHOLARSHIP TO CERTAIN LAWYERS TO ATTEND ITS VARIOUS COURSES. | 379 | $100,991 | 50% OF TUITION COST TO ATTEND SEMINAR | THE NON-CASH ASSISTANCE IS IN THE FORM OF A FULL SCHOLARSHIP | |
| THE AMERICAN LAW INSTITUTE PROVIDES STIPENDS TO REPORTERS AND RESEARCH ASSISTANTS AS PAYMENT FOR THEIR WORK PERFORMED ON ALI PROJECTS. | 206 | AMOUNT IS BUDGETED BASED ON PROJECT AND WORK TO BE PERFORMED | $892,699 | ||
| THE AMERICAN LAW INSTITUTE AWARDS THE EARLY CAREER SCHOLARS MEDAL TO ONE OR TWO OUTSTANDING EARLY-CAREER LAW PROFESSORS WHOSE WORK IS RELEVANT TO PUBLIC POLICY AND HAS THE POTENTIAL TO INFLUENCE IMPROVEMENTS IN THE LAW. | 2 | $5,000 AWARD BUDGETED PER RECIPIENT | $10,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE AMERICAN LAW INSTITUTE, INCLUDING ALI CLE, MAKES VOLUNTARY PAYMENTS TO 501(C)(3) ORGANIZATIONS AND INDIVIDUALS. GIVEN THEIR NATURE, THE PAYMENTS ARE MADE EITHER BY CHECK OR BY AWARD OF A SCHOLARSHIP FOR ALL OR PART OF THE FEE FOR A PROGRAM. THE AMERICAN LAW INSTITUTE, INCLUDING ALI CLE, IS ABLE TO DIRECT AND MONITOR THESE EXPENDITURES AND SCHOLARSHIPS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD L REVESZ | ||||||||||||||
| DIRECTOR | $380,386 | $0 | $0 | $0 | $2,677 | $0 | $19,950 | $0 | $0 | $0 | $403,013 | $0 | $0 | $0 |
| STEPHANIE A MIDDLETON | ||||||||||||||
| DEPUTY DIRECTOR | $342,983 | $0 | $0 | $0 | $3,017 | $0 | $19,950 | $0 | $0 | $0 | $365,950 | $0 | $0 | $0 |
| JULIE SCRIBNER | ||||||||||||||
| CFO & DIRECTOR OF ALI CLE | $229,775 | $0 | $10,000 | $0 | $1,345 | $0 | $16,958 | $0 | $33,423 | $0 | $291,501 | $0 | $0 | $0 |
| JENNIFER MORINIGO | ||||||||||||||
| CHIEF COMMUNICATIONS & MAR | $191,672 | $0 | $5,000 | $0 | $959 | $0 | $13,846 | $0 | $24,537 | $0 | $236,014 | $0 | $0 | $0 |
| DEANNE DISSINGER | ||||||||||||||
| ASSOCIATE DEPUTY DIRECTOR | $180,538 | $0 | $0 | $0 | $941 | $0 | $12,751 | $0 | $12,772 | $0 | $207,002 | $0 | $0 | $0 |
| BETH GOLDSTEIN | ||||||||||||||
| MEMBERSHIP DIRECTOR | $151,356 | $0 | $0 | $0 | $1,007 | $0 | $10,923 | $0 | $23,573 | $0 | $186,859 | $0 | $0 | $0 |
| LESLIE BELASCO | ||||||||||||||
| DIRECTOR OF CLE PROGRAM PR | $140,780 | $0 | $0 | $0 | $1,514 | $0 | $10,489 | $0 | $28,391 | $0 | $181,174 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | DISCRETIONARY BONUSES WERE PAID IN ACCORDANCE WITH ALI'S COMMITMENT TO PAYING TOTAL COMPENSATION THAT IS REASONABLE AND THAT REFLECTS AN AMOUNT THAT MAY BE PAID BY SIMILAR ORGANIZATIONS FOR SIMILAR SERVICES. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,983,692 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | THE AMERICAN LAW INSTITUTE IS THE LEADING INDEPENDENT ORGANIZATION IN THE UNITED STATES PRODUCING SCHOLARLY WORK TO CLARIFY, MODERNIZE, AND OTHERWISE IMPROVE THE LAW. THE INSTITUTE (MADE UP OF OVER 4,300 LAWYERS, JUDGES, AND LAW PROFESSORS OF THE HIGHEST QUALIFICATIONS) DRAFTS, DISCUSSES, REVISES, AND PUBLISHES RESTATEMENTS OF THE LAW, MODEL STATUTES, AND PRINCIPLES OF LAW THAT ARE ENORMOUSLY INFLUENTIAL IN THE COURTS AND LEGISLATURES, AS WELL AS IN LEGAL SCHOLARSHIP AND EDUCATION. THE INSTITUTE THROUGH ITS ALI CLE OPERATING GROUP PROVIDES EDUCATION FOR THE LEGAL PROFESSION THROUGHOUT THE UNITED STATES. |
| FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | THE INSTITUTE'S MISSION, AS SET OUT IN ITS CERTIFICATE OF INCORPORATION, IS TO PROMOTE THE CLARIFICATION AND SIMPLIFICATION OF THE LAW AND ITS BETTER DAPTATION TO SOCIAL NEEDS, TO SECURE THE BETTER ADMINISTRATION OF JUSTICE, AND TO ENCOURAGE AND CARRY ON SCHOLARLY AND SCIENTIFIC LEGAL WORK. |
| FORM 990, PART VI, SECTION A, LINE 6 | THERE WERE 4,718 MEMBERS AS OF 6/30/21. THERE ARE FOUR CLASSES OF MEMBERSHIP: ELECTED MEMBERS, LIFE MEMBERS, HONORARY MEMBERS, AND EX-OFFICIO MEMBERS. ALL MEMBERS HAVE THE RIGHT TO VOTE ON THE MATTERS DESCRIBED IN LINES 7A AND 7B. |
| FORM 990, PART VI, SECTION A, LINE 7A | INSTITUTE MEMBERS ELECT MEMBERS OF THE GOVERNING BODY FROM THE INSTITUTE'S MEMBERSHIP AT THE ANNUAL MEETING OF THE MEMBERSHIP. ALL INSTITUTE MEMBERS, REGARDLESS OF CLASS OF MEMBERSHIP, ARE ELIGIBLE TO VOTE. |
| FORM 990, PART VI, SECTION A, LINE 7B | PUBLICATION OF ANY WORK REPRESENTING THE INSTITUTE'S POSITION REQUIRES APPROVAL BY BOTH THE MEMBERSHIP AND THE GOVERNING BODY. IN ADDITION, THE FOLLOWING MATTERS REQUIRE MEMBERSHIP APPROVAL: BYLAW AMENDMENTS; AND ANY CHANGE IN THE MAXIMUM NUMBER OF ELECTED MEMBERS OF THE INSTITUTE. ALL INSTITUTE MEMBERS, REGARDLESS OF CLASS OF MEMBERSHIP, ARE ELIGIBLE TO VOTE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE GOVERNING BODY HAS DELEGATED TO THE AUDIT COMMITTEE THE RESPONSIBILITY TO REVIEW THE FORM 990 BEFORE IT IS FILED. THE FORM 990 IS PREPARED BY MANAGEMENT, REVIEWED BY THE INSTITUTE'S INDEPENDENT AUDITOR AND OUTSIDE LEGAL COUNSEL, AND PROVIDED TO ALL MEMBERS OF THE COMMITTEE FOR REVIEW BEFORE FILING. COMMITTEE MEMBERS THEN MAY RAISE ANY QUESTIONS THEY MAY HAVE AT THE COMMITTEE'S MEETING OR ANYTIME BY PHONE OR EMAIL. THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE INSTITUTE'S CONFLICTS OF INTEREST POLICY APPLIES TO OFFICERS AND MEMBERS OF THE COUNCIL AND AUDIT AND INVESTMENT COMMITTEES. THE POLICY REQUIRES DISCLOSURE OF ACTUAL OR POTENTIAL CONFLICTS OF INTEREST AND ALL MATERIAL FACTS TO THE PRESIDENT OR CHAIR OF COUNCIL PRIOR TO PARTICIPATING IN DISCUSSION, CONSIDERATION, OR ACTION ON A TRANSACTION OR ARRANGEMENT UNDER CONSIDERATION. IF THERE IS A QUESTION AS TO WHETHER A CONFLICT OF INTEREST EXISTS, THE QUESTION IS RESOLVED BY A VOTE OF THE COUNCIL OR EXECUTIVE COMMITTEE IN WHICH THE INTERESTED INDIVIDUAL MAY NOT VOTE. INTERESTED INDIVIDUALS MAY NOT BE PRESENT DURING, OR PARTICIPATE IN, THE CONSIDERATION OR ACTION ON THE TRANSACTION OR OTHER ARRANGEMENT. KEY EMPLOYEES ARE COVERED BY THE CONFLICTS OF INTEREST PROVISIONS IN THE INSTITUTE'S CODE OF CONDUCT FOR EMPLOYEES. THOSE PROVISIONS REQUIRE DISCLOSURE OF ANY CONFLICTS OF INTEREST TO AN EXECUTIVE STAFF MEMBER OR OFFICER IDENTIFIED IN THE CODE. IF WARRANTED, APPROPRIATE ACTION WILL BE TAKEN; FOR EXAMPLE, THE EMPLOYEE MIGHT BE EXCLUDED FROM INVOLVEMENT IN THE RELEVANT MATTER. ALL PERSONS TO WHOM THE CONFLICTS OF INTEREST POLICY APPLIES, AS WELL AS KEY EMPLOYEES, ALSO MUST DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST VIA AN ANNUAL DISCLOSURE QUESTIONNAIRE. ANY CONFLICT-OF-INTEREST DISCLOSURES IN THE COMPLETED QUESTIONNAIRES ARE REVIEWED BY THE AUDIT OMMITTEE. IF THE AUDIT COMMITTEE DETERMINES THAT AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST EXISTS, IT RECOMMENDS AN APPROPRIATE REMEDY TO THE PRESIDENT OR CHAIR OF COUNCIL. IF THE PRESIDENT OR CHAIR OF COUNCIL IS THE PERSON WHO HAS THE ACTUAL OR POTENTIAL CONFLICT OF INTEREST, THE AUDIT COMMITTEE MAKES ITS RECOMMENDATION TO THE EXECUTIVE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMPENSATION SUBCOMMITTEE OF THE EXECUTIVE COMMITTEE ANNUALLY REVIEWS AND MAKES RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE CONCERNING THE COMPENSATION OF ANY PERSONS WHO, DURING EACH FIVE-YEAR PERIOD ENDING ANNUALLY WITH THE INSTITUTE'S FISCAL YEAR-END, IS IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE ORGANIZATION, INCLUDING THE DIRECTOR, DEPUTY DIRECTOR, CHIEF FINANCIAL OFFICER, AND DIRECTOR OF ALI CLE. THE PROCESS WAS LAST UNDERTAKEN FOR THESE PERSONS IN THE FISCAL YEAR ENDED JUNE 30, 2021. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE INSTITUTE'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND ANNUAL REPORT CONTAINING FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON THE INSTITUTE'S WEBSITE, WWW.ALI.ORG. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE FOR THE PERPETUAL TRUST 215,446. EMPLOYEE RETENTION TAX CREDIT FUNDING 1,349,032. |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
| FORM 990, PART VI, SECTION A, LINE 1A: | THE INSTITUTE'S GOVERNING BODY, THE COUNCIL, HAS DELEGATED TO THE EXECUTIVE COMMITTEE THE AUTHORITY TO OVERSEE THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE INSTITUTE, EXCEPT FOR CERTAIN MATTERS RESERVED TO THE COUNCIL AS DESCRIBED IN THE BYLAWS. THE EXECUTIVE COMMITTEE HAS PRIMARY RESPONSIBILITY FOR SUCH OVERSIGHT; HOWEVER, THE DELEGATED AUTHORITY IS NOT EXCLUSIVE AND THE COUNCIL CONTINUES TO RETAIN AND MAY EXERCISE ALL DELEGATED AUTHORITY. ALL MEMBERS OF THE EXECUTIVE COMMITTEE ARE MEMBERS OF THE COUNCIL. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN LAW INSTITUTE PUBLISHERS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 OPPERMAN DRIVE | AddressLine1Txt |
| City | EAGAN | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55123 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416164506 | EIN |
| Primary Activities | PUBLISHES LAW BOOKS | PrimaryActivitiesTxt |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Predominant Income Type | RELATED | PredominantIncomeTypeTxt |
| Share Of Total Income | $2,510,549 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $980,850 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0.75000 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AMERICAN LAW INSTITUTE PUBLISHERS | ||
| Q | $256,357 | FROM ACTUAL INVOICE TOTALS |
| AMERICAN LAW INSTITUTE PUBLISHERS | ||
| Q | $481,613 | TOTAL REIMBURSEMENTS RECEIVED |
| AMERICAN LAW INSTITUTE PUBLISHERS | ||
| S | $2,556,250 | DISTRIBUTION OF NI FROM ALIP |
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