AMERICAN BANKRUPTCY INSTITUTE: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN BANKRUPTCY INSTITUTE (EIN 52-1295453)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202213189349306026
- Schema version
- 2021v4.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T10:53:33-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521392008 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN ROSENBERG & FREEDMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE SUITE 800N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521295453 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN BANKRUPTCY INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 7037390800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 CANAL CENTER PLAZA 600 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY QUACKENBOSS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7037390800 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | AMY | PersonFirstNm |
| Person Last | QUACKENBOSS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD J LOCASTRO CPA | PreparerPersonNm |
| PTIN | P00288314 | PTIN |
| Phone | 3019519090 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | AMY QUACKENBOSS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 CANAL CENTER PLAZA 600 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,213,347 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ABIWORLD.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | SEE PART III, LINE 1. | ActivityOrMissionDesc |
| Voting Members Governing Body | 60 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 60 | VotingMembersIndependentCnt |
| Total Employee | 36 | TotalEmployeeCnt |
| Total Volunteers | 1000 | TotalVolunteersCnt |
| Total Gross UBI | $686,372 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $270,542 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,785,571 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,705,054 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,753,041 | CYProgramServiceRevenueAmt |
| PY Investment Income | $462,257 | PYInvestmentIncomeAmt |
| CY Investment Income | $213,792 | CYInvestmentIncomeAmt |
| PY Other Revenue | $329,216 | PYOtherRevenueAmt |
| CY Other Revenue | $367,642 | CYOtherRevenueAmt |
| PY Total Revenue | $6,767,069 | PYTotalRevenueAmt |
| CY Total Revenue | $10,120,046 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,250 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $57,125 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,118,568 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,874,035 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $77,376 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,956,300 | PYOtherExpensesAmt |
| CY Other Expenses | $3,770,263 | CYOtherExpensesAmt |
| PY Total Expenses | $7,078,118 | PYTotalExpensesAmt |
| CY Total Expenses | $7,701,423 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$311,049 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,418,623 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $21,045,850 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,751,145 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,256,761 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,270,181 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,789,089 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,480,964 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE AMERICAN BANKRUPTCY INSTITUTE IS THE NATION'S LARGEST ASSOCIATION OF BANKRUPTCY PROFESSIONALS, MADE UP OF OVER 10,000 MEMBERS IN MULTI-DISCIPLINARY ROLES, INCLUDING ATTORNEYS, AUCTIONEERS, BANKERS, JUDGES, LENDERS, PROFESSORS, TURNAROUND SPECIALISTS, ACCOUNTANTS AND OTHERS. ABI IS COMMITTED TO SERVING OUR MEMBERS WITH HIGH-QUALITY CONFERENCES, COMPREHENSIVE CONTINUING EDUCATION, EFFECTIVE LEGAL RESEARCH, AND DYNAMIC NETWORKING OPPORTUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,068,714 | ExpenseAmt |
| Revenue | $3,795,232 | RevenueAmt |
| Desc | CONFERENCES AND MEETINGS: ABI HOLDS TWO NATIONAL MEMBERSHIP MEETINGS AND MANY REGIONAL CONFERENCES THROUGHOUT THE YEAR. THESE MEETINGS OFFER A CONCENTRATED OPPORTUNITY FOR THE EXCHANGE OF IDEAS, DISCUSSIONS OF FINDINGS AMONG COLLEAGUES, AND CONTINUING LEGAL EDUCATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,049,556 | ExpenseAmt |
| Revenue | $972,838 | RevenueAmt |
| Desc | PUBLICATIONS AND OTHER SALES: ABI PRODUCES VARIOUS PUBLICATIONS AND JOURNALS THAT REPRESENT ITS COMMITMENT TO THE ONGOING ENHANCEMENT OF QUALITY EDUCATION ON INSOLVENCY TOPICS. ADDITIONALLY, ABI MAINTAINS A COMPREHENSIVE INTERNET SITE COVERING INSOLVENCY ISSUES AND PROVIDING INSTANT UPDATES ON LEGISLATION, NEW FILINGS, SUPREME COURT CASES, BANKRUPTCY FILING STATISTICS, AND DAILY BANKRUPTCY NEWS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $809,132 | ExpenseAmt |
| Revenue | $2,984,971 | RevenueAmt |
| Desc | MEMBERSHIP SERVICES: ABI PROVIDES ONGOING SERVICES TO ITS MEMBERS IN ORDER TO PROVIDE A BROAD, IN-DEPTH RESOURCE OF INSOLVENCY ISSUES AND RELATED SERVICES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $87,091 | ExpenseAmt |
| Grant | $57,125 | GrantAmt |
| Desc | RESEARCH PROJECTS AND GRANTS: ABI PROVIDES FUNDING AND SCHOLARSHIPS TO ENHANCE BANKRUPTCY RESEARCH AND EDUCATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $87,091 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $57,125 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $6,014,493 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | 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 | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | 0 | 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | 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 | 31 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 36 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 60 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 60 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | 0 | InvestmentInJointVentureInd |
| 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 | CA | 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 | MA | 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 | 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 | NC | 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 | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMY QUACKENBOSS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7037390800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 CANAL CENTER PLAZA 600 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (75 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| BARBARA J HOUSER | |||||||||
| CHAIRMAN | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ROBERT P REYNOLDS | |||||||||
| IMMEDIATE PAST PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| KEVIN J CAREY | |||||||||
| PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| SONEET R KAPILA | |||||||||
| PRESIDENT-ELECT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| BRUCE A HARWOOD | |||||||||
| VP - COMM & IT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| EVE H KARASIK | |||||||||
| VP - DIVERSITY & INCLUSION | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN D LERNER | |||||||||
| VP - INTERNATIONAL | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JERRY M MARKOWITZ | |||||||||
| VP - MEMBERSHIP | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| PAUL D LEAKE | |||||||||
| VP - PUBLICATIONS | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MICHELLE M HARNER | |||||||||
| VP - RESEARCH/GRANTS | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER A WARD | |||||||||
| VP - DEVELOPMENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DOUGLAS L LUTZ | |||||||||
| VP - EDUCATION | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ERIC W ANDERSON | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JANET S BAER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALANE A BECKET | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEVEN M BERMAN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL L BERNSTEIN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| HANNAH L BLUMENSTIEL | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JASON S BROOKNER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAWN M CICA | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PATRICK A CLISHAM | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DANIEL P COLLINS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| H DAVID COX | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAUL H DEUTCH | |||||||||
| DIRECTOR (UNTIL 04/2021) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT D DRAIN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL A FAGONE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DOUGLAS M FOLEY | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ERIC J FROMME | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| EDWARD T GAVIN | |||||||||
| DIRECTOR (UNTIL 04/2021) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN T GREGG | |||||||||
| DIRECTOR (FROM 04/2021) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LISA S GRETCHKO | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAUL R HAGE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM H HENRICH | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ARIANE HOLTSCHLAG | |||||||||
| DIRECTOR (FROM 04/2021) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS M HORAN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES ROBERT IRVING | |||||||||
| DIRECTOR (FROM 04/2021) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ERIC L JOHNSON | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ERICKA F JOHNSON | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SHANTI M KATONA | |||||||||
| DIRECTOR (FROM 04/2021) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JENNIFER B KIMBLE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUZANNE KOENIG | |||||||||
| DIRECTOR (FROM 04/2021) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| TERESA C KOHL | |||||||||
| DIRECTOR (UNTIL 04/2021) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD S LAUTER | |||||||||
| DIRECTOR (UNTIL 04/2021) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| FRANKLIND DAVIS LEA | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID P LEIBOWITZ | |||||||||
| DIRECTOR (UNTIL 04/2021) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN W LUCAS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ERIC D MADDEN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JENNIFER M MCLEMORE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JENNIFER M MEYEROWITZ | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ERIKA LYNN MORABITO | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DEIRDRE A O'CONNOR | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| VICTOR OWENS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES A PEKO | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEFFREY M REISNER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRADLEY D SHARP | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM K SNYDER | |||||||||
| DIRECTOR (FROM 04/2021) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEPHEN ALEXANDER SPITZER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM S SUGDEN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANNEROSE TASHIRO | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES E VAN HORN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ERIC E WALKER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ADRIENNE K WALKER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| EUGENE R WEDOFF | |||||||||
| DIRECTOR (UNTIL 04/2021) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| NANCY J WHALEY | |||||||||
| DIRECTOR (FROM 04/2021) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DONALD A WORKMAN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CLIFFORD A ZUCKER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| AMY A QUACKENBOSS | |||||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $295,832 | $0 | $19,382 | ||||
| KARIM GUIRGUIS | |||||||||
| CHIEF OPERATING OFFICER | 40.00 | Yes (X) | $215,500 | $0 | $16,992 | ||||
| SATISH KODALI | |||||||||
| SOFTWARE ENGINEER | 40.00 | $164,166 | $0 | $10,079 | Yes (X) | ||||
| CHRIS THACKSTON | |||||||||
| DIRECTOR OF MEMBERSHIP | 40.00 | $169,469 | $0 | $14,195 | Yes (X) | ||||
| JENNIFER GUIRGUIS | |||||||||
| CONFERENCE DIRECTOR | 40.00 | $165,344 | $0 | $12,621 | Yes (X) | ||||
| JOHN HARTGEN | |||||||||
| PUBLIC AFFAIRS OFFICER | 40.00 | $148,120 | $0 | $22,147 | Yes (X) | ||||
| JAMES CARMAN | |||||||||
| DIRECTOR OF COMMUNICATIONS | 40.00 | $152,751 | $0 | $14,632 | Yes (X) | ||||
| WILLIAM ROCHELLE | |||||||||
| EDITOR AT LARGE | 40.00 | $125,000 | $0 | $10,533 | Yes (X) | ||||
| SAMUEL GERDANO | |||||||||
| FORMER OFFICER | 0.00 | $104,083 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,540,265 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $120,581 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SC&H GROUP INC | |||||
| 910 RIDGEBROOK RD | SPARKS GLENCOE | MD | 21152 | ACCOUNTING SERVICES | $272,039 |
| WEBMETTLE LLC | |||||
| PO BOX 1707 | ALEXANDRIA | VA | 22313 | WEB HOSTING SERVICES | $144,760 |
| ST CROIX PRESS INC | |||||
| 1185 S KNOWLES AVE | NEW RICHMOND | WI | 54017 | PRINT COMMUNICATIONS | $140,238 |
| THE BREAKERS PALM BEACH INC | |||||
| 1S COUNTY RD | PALM BEACH | FL | 33480 | EVENT | $137,400 |
| VISION CREATIVE LLC | |||||
| 5598 GENERAL WASHINGTON DR | ALEXANDRIA | VA | 22312 | AUDIO/VIDEO PRODUCTION | $100,040 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,367,445 | GovernmentGrantsAmt |
| All Other Contributions | $418,126 | AllOtherContributionsAmt |
| Total Contributions | $1,785,571 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CONFERENCES & MEETINGS | 900099 | $3,795,232 | $3,795,232 | |
| MEMBERSHIPS | 900099 | $2,773,459 | $2,773,459 | |
| ADVERTISING | 541800 | $686,372 | $686,372 | |
| PUBLICATIONS | 900099 | $286,466 | $286,466 | |
| MANAGEMENT SERVICES | 900099 | $211,512 | $211,512 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,753,041 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $213,050 | TotalRevenueColumnAmt |
| Exclusion | $213,050 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $131,138 | TotalRevenueColumnAmt |
| Exclusion | $131,138 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $240,478 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,974 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $236,504 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $236,504 | TotalRevenueColumnAmt |
| Exclusion | $236,504 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,090,069 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,089,327 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $742 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $742 | TotalRevenueColumnAmt |
| Exclusion | $742 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,120,046 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,066,669 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $686,372 | UnrelatedBusinessRevenueAmt |
| Exclusion | $581,434 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,125 | TotalAmt |
| Program Services | $45,125 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,000 | TotalAmt |
| Program Services | $12,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $721,950 | TotalAmt |
| Program Services | $227,367 | ProgramServicesAmt |
| Management And General | $478,768 | ManagementAndGeneralAmt |
| Fundraising | $15,815 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,083 | TotalAmt |
| Program Services | $71,372 | ProgramServicesAmt |
| Management And General | $28,347 | ManagementAndGeneralAmt |
| Fundraising | $4,364 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,609,786 | TotalAmt |
| Program Services | $2,422,207 | ProgramServicesAmt |
| Management And General | $180,895 | ManagementAndGeneralAmt |
| Fundraising | $6,684 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,834 | TotalAmt |
| Program Services | $102,642 | ProgramServicesAmt |
| Management And General | $4,938 | ManagementAndGeneralAmt |
| Fundraising | $254 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,021 | TotalAmt |
| Program Services | $101,497 | ProgramServicesAmt |
| Management And General | $13,042 | ManagementAndGeneralAmt |
| Fundraising | $482 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,361 | TotalAmt |
| Program Services | $172,897 | ProgramServicesAmt |
| Management And General | $41,056 | ManagementAndGeneralAmt |
| Fundraising | $1,408 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,181 | TotalAmt |
| Program Services | $1,662 | ProgramServicesAmt |
| Management And General | $507 | ManagementAndGeneralAmt |
| Fundraising | $12 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $366,320 | TotalAmt |
| Program Services | $279,076 | ProgramServicesAmt |
| Management And General | $85,149 | ManagementAndGeneralAmt |
| Fundraising | $2,095 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,916 | TotalAmt |
| Management And General | $1,916 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,265 | TotalAmt |
| Program Services | $143,312 | ProgramServicesAmt |
| Management And General | $56,432 | ManagementAndGeneralAmt |
| Fundraising | $8,521 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,556 | TotalAmt |
| Program Services | $45,051 | ProgramServicesAmt |
| Management And General | $41,505 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $471,233 | TotalAmt |
| Program Services | $271,879 | ProgramServicesAmt |
| Management And General | $196,849 | ManagementAndGeneralAmt |
| Fundraising | $2,505 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $625,250 | TotalAmt |
| Program Services | $479,367 | ProgramServicesAmt |
| Management And General | $142,285 | ManagementAndGeneralAmt |
| Fundraising | $3,598 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,641 | TotalAmt |
| Program Services | $65,579 | ProgramServicesAmt |
| Management And General | $1,617 | ManagementAndGeneralAmt |
| Fundraising | $445 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,627,492 | TotalAmt |
| Program Services | $1,335,509 | ProgramServicesAmt |
| Management And General | $284,229 | ManagementAndGeneralAmt |
| Fundraising | $7,754 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $711 | TotalAmt |
| Management And General | $711 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,614 | TotalAmt |
| Program Services | $630 | ProgramServicesAmt |
| Management And General | $30,984 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,436 | TotalAmt |
| Program Services | $12,522 | ProgramServicesAmt |
| Management And General | $3,820 | ManagementAndGeneralAmt |
| Fundraising | $94 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BAD DEBT | $32,660 | $15,000 | $0 | $17,660 |
| PAYROLL FEES | $30,752 | $23,428 | $7,148 | $176 |
| CHARITABLE FEES | $6,583 | $1,171 | $0 | $5,412 |
| BUSINESS TAXES/LICENSES | $5,566 | $4,240 | $1,294 | $32 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,087 | TotalAmt |
| Program Services | $180,960 | ProgramServicesAmt |
| Management And General | $8,062 | ManagementAndGeneralAmt |
| Fundraising | $65 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,701,423 | TotalAmt |
| Program Services | $6,014,493 | ProgramServicesAmt |
| Management And General | $1,609,554 | ManagementAndGeneralAmt |
| Fundraising | $77,376 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $734,800 | BOYAmt |
| EOY | $2,147,842 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,374,541 | BOYAmt |
| EOY | $4,358,747 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,723 | BOYAmt |
| EOY | $97,692 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $724,979 | BOYAmt |
| EOY | $387,740 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $461,629 | BOYAmt |
| EOY | $348,269 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $496,057 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $447,975 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,696 | BOYAmt |
| EOY | $48,082 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,444,607 | BOYAmt |
| EOY | $12,887,125 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,158,875 | BOYAmt |
| EOY | $1,475,648 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,045,850 | BOYAmt |
| EOY | $21,751,145 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $763,893 | BOYAmt |
| EOY | $1,069,160 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,949,044 | BOYAmt |
| EOY | $2,192,525 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $833,700 | BOYAmt |
| EOY | $150,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,710,124 | BOYAmt |
| EOY | $1,858,496 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,256,761 | BOYAmt |
| EOY | $5,270,181 | 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 | $13,625,376 | BOYAmt |
| EOY | $16,296,564 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,713 | BOYAmt |
| EOY | $184,400 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,789,089 | BOYAmt |
| EOY | $16,480,964 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,045,850 | BOYAmt |
| EOY | $21,751,145 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,418,623 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $273,252 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $277,268 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $349,282 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $200,128 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $270,542 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,785,571 | CurrentTaxYearAmt |
| Total | $2,882,791 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,603,328 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,678,092 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,499,067 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,052,460 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,066,669 | CurrentTaxYearAmt |
| Total | $35,899,616 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,880,596 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,027,374 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,699,195 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,323,002 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,852,240 | CurrentTaxYearAmt |
| Total | $38,782,407 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $40,000 | CurrentTaxYearAmt |
| Total | $40,000 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $74,168 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $95,860 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,917 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $245,861 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $187,743 | CurrentTaxYearAmt |
| Total | $652,549 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $74,168 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $95,860 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,917 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $245,861 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $227,743 | CurrentTaxYearAmt |
| Total | $692,549 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $38,089,858 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $455,257 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $535,853 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $583,944 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $675,219 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $584,666 | CurrentTaxYearAmt |
| Total | $2,834,939 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $455,257 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $535,853 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $583,944 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $675,219 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $584,666 | CurrentTaxYearAmt |
| Total | $2,834,939 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $95,975 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $95,957 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $94,985 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,043 | CurrentTaxYearMinus1YearAmt |
| Total | $288,960 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,431,828 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,659,184 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,378,124 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,000,264 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,436,906 | CurrentTaxYearAmt |
| Total | $41,906,306 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.90890 | PublicSupportCY509Pct |
| Public Support PY509 | 0.91290 | PublicSupportPY509Pct |
| Investment Income CY | 0.06760 | InvestmentIncomeCYPct |
| Investment Income PY | 0.06550 | 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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,127,702 | BeginningYearBalanceAmt |
| Contributions | $270,489 | ContributionsAmt |
| Investment Earnings Or Losses | $29,683 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $56,893 | GrantsOrScholarshipsAmt |
| End Year Balance | $9,370,981 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,802,067 | BeginningYearBalanceAmt |
| Contributions | $238,933 | ContributionsAmt |
| Investment Earnings Or Losses | $101,974 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $15,272 | GrantsOrScholarshipsAmt |
| End Year Balance | $9,127,702 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,089,820 | BeginningYearBalanceAmt |
| Contributions | $143,441 | ContributionsAmt |
| Investment Earnings Or Losses | $169,577 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $600,771 | OtherExpendituresAmt |
| End Year Balance | $8,802,067 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,826,429 | BeginningYearBalanceAmt |
| Contributions | $483,414 | ContributionsAmt |
| Investment Earnings Or Losses | $88,161 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $308,184 | OtherExpendituresAmt |
| End Year Balance | $9,089,820 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,643,361 | BeginningYearBalanceAmt |
| Contributions | $384,183 | ContributionsAmt |
| Investment Earnings Or Losses | $104,722 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $305,837 | OtherExpendituresAmt |
| End Year Balance | $8,826,429 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $303,898 | OtherCostOrOtherBasisAmt |
| Depreciation | $259,984 | DepreciationAmt |
| Book Value | $43,914 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $79,200 | OtherCostOrOtherBasisAmt |
| Depreciation | $78,163 | DepreciationAmt |
| Book Value | $1,037 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $112,959 | OtherCostOrOtherBasisAmt |
| Depreciation | $109,828 | DepreciationAmt |
| Book Value | $3,131 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $48,082 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEFERREED COMPENSATION PLAN | $112,690 |
| DEPOSITS | $70,423 |
| RIGHT OF USE ASSET | $1,280,397 |
| INTEREST RECEIVABLE | $12,138 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,475,648 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION PLAN | $112,690 |
| LEASE LIABILITY | $1,703,473 |
| OTHER LIABILITIES | $42,333 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,858,496 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,395,356 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $273,252 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $3,974 | OtherRevenueAmt |
| Revenue Not Reported | $277,226 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,118,130 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,916 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $1,916 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,120,046 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,703,481 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $3,974 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $3,974 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,699,507 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,916 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $1,916 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,701,423 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO PROVIDE RESOURCES TO FUND RESEARCH AND EDUCATION IN THE INSOLVENCY AREA. THE ENDOWMENT FUNDS SCHOLARSHIPS, MOOT COURT COMPETITIONS, AND RESEARCH. |
| PART X, LINE 2: | FOR THE YEAR ENDED DECEMBER 31, 2021, ABI HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES LISTED AS EXPENSES ON THE FINANCIAL 3,974. STATEMENTS, AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 6B. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES LISTED AS EXPENSES ON THE FINANCIAL 3,974. STATEMENTS, AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 6B. |
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 | UC HASTINGS COLLEGE OF LAW | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 MCALLISTER STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 237135898 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $45,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | TO BE USED PURSUANT TO ORIGINAL GRANT AWARD LETTER FROM ABI. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | GRANT | GrantTypeTxt |
| Recipient | 10 | RecipientCnt |
| Cash Grant | $12,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PROVIDES GRANTS AS PART OF THE MOOT COURT PROGRAM, WHICH IS A PROGRAM INTERNAL TO THE ORGANIZATION. THE ORGANIZATION MONITORS AND EVALUATES THE PROGRESS DURING THE YEAR. THE REMAINING AMOUNT GOES TO GRANT RECIPIENTS THAT SUBMITTED APPLICATIONS AND HAVE TO PROVIDE SEMIANNUAL REPORTS ON PROGRESS. THESE ARE ALL REVIEWED BY A GRANTS BOARD COMMITTEE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 | Yes (1) | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMY A QUACKENBOSS | ||||||||||||||
| EXECUTIVE DIRECTOR | $295,832 | $0 | $0 | $0 | $0 | $0 | $12,000 | $0 | $7,382 | $0 | $315,214 | $0 | $0 | $0 |
| KARIM GUIRGUIS | ||||||||||||||
| CHIEF OPERATING OFFICER | $199,000 | $0 | $16,500 | $0 | $0 | $0 | $10,865 | $0 | $6,127 | $0 | $232,492 | $0 | $0 | $0 |
| CHRIS THACKSTON | ||||||||||||||
| DIRECTOR OF MEMBERSHIP | $169,469 | $0 | $0 | $0 | $0 | $0 | $8,697 | $0 | $5,498 | $0 | $183,664 | $0 | $0 | $0 |
| JENNIFER GUIRGUIS | ||||||||||||||
| CONFERENCE DIRECTOR | $157,844 | $0 | $7,500 | $0 | $0 | $0 | $2,097 | $0 | $10,524 | $0 | $177,965 | $0 | $0 | $0 |
| SATISH KODALI | ||||||||||||||
| SOFTWARE ENGINEER | $163,166 | $0 | $1,000 | $0 | $0 | $0 | $8,359 | $0 | $1,720 | $0 | $174,245 | $0 | $0 | $0 |
| JOHN HARTGEN | ||||||||||||||
| PUBLIC AFFAIRS OFFICER | $148,120 | $0 | $0 | $0 | $0 | $0 | $16,422 | $0 | $5,725 | $0 | $170,267 | $0 | $0 | $0 |
| JAMES CARMAN | ||||||||||||||
| DIRECTOR OF COMMUNICATIONS | $150,251 | $0 | $2,500 | $0 | $0 | $0 | $8,401 | $0 | $6,231 | $0 | $167,383 | $0 | $0 | $0 |
| SAMUEL GERDANO | ||||||||||||||
| FORMER OFFICER | $0 | $0 | $0 | $0 | $104,083 | $0 | $0 | $0 | $0 | $0 | $104,083 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | VARIOUS EMPLOYEES RECEIVED $20 PER MONTH SUBSIDY FOR HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES. THE AMOUNT WAS INCLUDED IN TAXABLE COMPENSATION. |
| PART I, LINE 4B | SAM GERDANO RECEIVED $104,083 AS PART OF HIS DEFERRED PENSION BENEFITS. |
| PART I, LINE 7 | THE FOLLOWING INDIVIDUALS RECEIVED BONUS COMPENSATION DURING 2021: KARIM GUIRGUIS $16,500 JENNIFER GUIRGUIS $7,500 SATISH KODALI $1,000 JAMES CARMAN $2,500 CAROLYN KANON $1,000 WILLIAM ROCHELLE $25,000 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BRUCE HARWOOD (BOARD MEMBER) AND HANNAH BLUMENSTIEL (BOARD MEMBER) HAVE A FAMILY RELATIONSHIP. KARIM GUIRGUIS (OFFICER) AND JENNIFER GUIRGUIS (HIGHLY COMPENSATED EMPLOYEE) HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION HAS UPDATED ITS BYLAWS TO ADD THE VP OF DIVERSITY EQUITY AND INCLUSION TO THE EXECUTIVE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED BY ABI'S TAX ACCOUNTANTS WITH INPUT FROM INTERNAL ABI STAFF AND ABI'S OUTSIDE ACCOUNTANTS. IT WAS REVIEWED BY AN EXTERNAL CFO AND THE EXECUTIVE DIRECTOR. AFTER A FINAL DRAFT WAS BEEN PRODUCED THE DOCUMENT WAS PRESENTED TO THE BOARD OF DIRECTORS WHO REVIEWED THE DRAFT AND ACCEPTED THE DRAFT AS FINAL. THE FULL BOARD WAS GIVEN THE OPPORTUNITY TO ASK QUESTIONS OR SUGGEST CHANGES BEFORE THE FINAL DRAFT WAS SENT TO THE IRS. THE EXECUTIVE DIRECTOR PROVIDED THE BOARD WITH SUPPORTING DOCUMENTS THAT HELPED THEM IDENTIFY KEY ITEMS AS WELL AS RECONCILE THE 990 TO THE AUDITED FINANCIAL STATEMENTS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE AMERICAN BANKRUPTCY INSTITUTE (ABI) HAS A WRITTEN CONFLICT OF INTEREST POLICY WHICH IT GIVES TO ALL MEMBERS OF THE BOARD OF DIRECTORS. THE DIRECTORS ARE REQUIRED TO SIGN A FORM DISCLOSING ANY CONFLICTS AND ACKNOWLEDGING THAT THEY HAVE READ AND UNDERSTOOD THE POLICY. THE CFO TRACKS THE SUBMISSION OF THESE FORMS TO INSURE THAT ALL MEMBERS OF THE BOARD HAVE SIGNED THE FORM. THE FORM IS DISTRIBUTED TO NEW MEMBERS OF THE BOARD WHEN THEY JOIN AND ANNUALLY TO ALL MEMBERS OF THE BOARD. CURRENTLY, THERE ARE NO DISCLOSED OR KNOWN CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ABI HAS A COMPENSATION COMMITTEE WHICH REVIEWS THE EXECUTIVE DIRECTOR'S SALARY AND COMPARES IT TO INDUSTRY AVERAGES. METHODS OF COMPENSATION RESEARCH INCLUDE (BUT ARE NOT LIMITED TO) COMPENSATION SURVEYS AND STUDIES. THE ED SALARIES AND BONUS ARE RECOMMENDED BY THE COMPENSATION COMMITTEE AND APPROVED BY THE EXECUTIVE COMMITTEE. THE ED HAS A WRITTEN EMPLOYMENT CONTRACT. OTHER STAFF MEMBERS' SALARIES ARE DETERMINED BY THE ED BASED ON PERFORMANCE AND SUBJECT TO BUDGETARY RESTRICTIONS. THE EXECUTIVE DIRECTOR REVIEW LAST TOOK PLACE IN FEBRUARY 2022. |
| FORM 990, PART VI, SECTION C, LINE 19 | ABI'S FORM 990, GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE (WWW.ABIWORLD.ORG) AND DISTRIBUTED TO MEMBERS OF THE BOARD OF DIRECTORS. WRITTEN COPIES ARE ALSO AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. |
| FORM 990, PART X, LINE 24: | ON JUNE 6, 2020, ABI RECEIVED LOAN PROCEEDS IN THE AMOUNT OF $150,000 WITH A 2.75% FIXED INTEREST RATE UNDER THE ECONOMIC INJURY LOAN PROGRAM. THE PROMISSORY NOTE CALLS FOR MONTHLY PRINCIPAL AND INTEREST PAYMENTS AMORTIZED OVER THE 30 YEAR TERM OF THE PROMISSORY NOTE WITH A DEFERRAL OF PAYMENTS FOR THE FIRST EIGHTEEN MONTHS. ON MAY 7, 2020, ABI RECEIVED LOAN PROCEEDS IN THE AMOUNT OF $683,700 UNDER THE PAYCHECK PROTECTION PROGRAM. THE PROMISSORY NOTE CALLS FOR MONTHLY PRINCIPAL AND INTEREST PAYMENTS AMORTIZED OVER THE TERM OF THE PROMISSORY NOTE WITH A DEFERRAL OF PAYMENTS FOR THE FIRST SIX MONTHS. UNDER THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT (CARES ACT), THE PROMISSORY NOTE MAY BE FORGIVEN BY THE SMALL BUSINESS ADMINISTRATION (SBA) IN WHOLE OR IN PART. ABI USED THE PROCEEDS FOR PURPOSES CONSISTENT WITH THE PAYCHECK PROTECTION PROGRAM AND BELIEVES THAT ITS USE OF THE LOAN PROCEEDS MET THE CONDITIONS FOR FORGIVENESS OF THE LOAN. ABI APPLIED FOR FORGIVENESS AFTER COMPLETING THE 24 WEEK PERIOD AND ON MARCH 5, 2021 FORGIVENESS WAS GRANTED. THIS AMOUNT IS RECORDED AS "EXTINGUISHMENT OF DEBT," WHICH IS AN OTHER ITEM ON THE STATEMENT OF ACTIVITIES AND CHANGE IN NET ASSETS. ON MARCH 12, 2021, ABI RECEIVED LOAN PROCEEDS IN THE AMOUNT OF $683,745 UNDER THE PAYCHECK PROTECTION PROGRAM. THE PROMISSORY NOTE CALLS FOR MONTHLY PRINCIPAL AND INTEREST PAYMENTS AMORTIZED OVER THE TERM OF THE PROMISSORY NOTE WITH A DEFERRAL OF PAYMENTS FOR THE FIRST SIX MONTHS. UNDER THE CARES ACT, THE PROMISSORY NOTE MAY BE FORGIVEN BY THE SBA IN WHOLE OR IN PART. ABI USED THE PROCEEDS FOR PURPOSES CONSISTENT WITH THE PAYCHECK PROTECTION PROGRAM AND BELIEVES THAT ITS USE OF THE LOAN PROCEEDS MET THE CONDITIONS FOR FORGIVENESS OF THE LOAN. ABI APPLIED FOR FORGIVENESS AFTER COMPLETING THE 24 WEEK PERIOD. ON DECEMBER 22, 2021, ABI RECEIVED NOTICE THAT THE LOAN WAS FORGIVEN IN ITS ENTIRETY, BOTH INTEREST AND PRINCIPAL. THIS AMOUNT IS RECORDED AS "EXTINGUISHMENT OF DEBT," WHICH IS AN OTHER ITEM ON THE STATEMENT OF ACTIVITIES AND CHANGE IN NET ASSETS. |
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