AMERICAN BOARD OF TRIAL ADVOCATES: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
AMERICAN BOARD OF TRIAL ADVOCATES (EIN 95-2504030)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-16
IRS object ID
202133209349301743
Schema version
2020v4.1
Note
A later return for the same period supersedes this one.
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

FieldValueIRS element (for citing)
Return2021-11-16T14:01:44-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN752393478PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WHITLEY PENN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18343 DOUGLAS AVENUE STE 400AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75225ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN952504030EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN BOARD OF TRIAL ADVOCATESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAMERBusinessNameControlTxt
Phone2148717523PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12001 BRYAN ST 3000AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75201ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGRACE WEATHERLYPersonNm
Person TitlePRESIDENT-ELECTPersonTitleTxt
Phone2148717523PhoneNum
Signature2021-11-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGRACEPersonFirstNm
Person LastWEATHERLYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCURTIS MAXFIELDPreparerPersonNm
PTINP00445178PTIN
Phone2143939300PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGRACE WEATHERLYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12001 BRYAN ST 3000AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75201ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,747,650GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.ABOTA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1958FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTHE GENERAL PURPOSES OF THIS ASSOCIATION SHALL BE TO FOSTER IMPROVEMENT IN THE ETHICAL AND TECHNICAL STANDARDS OF PRACTICE IN THE FIELD OF ADVOCACY TO THE END THAT INDIVIDUAL LITIGANTS MAY RECEIVE MORE EFFECTIVE REPRESENTATION AND THE GENERAL PUBLIC BE BENEFITED BY MORE EFFICIENT ADMINISTRATION OF JUSTICE CONSISTENT WITH TIME-TESTED AND TRADITIONAL PRINCIPLES OF LITIGATION.ActivityOrMissionDesc
Voting Members Governing Body208VotingMembersGoverningBodyCnt
Voting Members Independent207VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers207TotalVolunteersCnt
Total Gross UBI$6,701TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,606,387PYContributionsGrantsAmt
CY Contributions Grants$2,615,028CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$144,996PYInvestmentIncomeAmt
CY Investment Income$36,824CYInvestmentIncomeAmt
PY Other Revenue$2,474PYOtherRevenueAmt
CY Other Revenue$94,202CYOtherRevenueAmt
PY Total Revenue$2,753,857PYTotalRevenueAmt
CY Total Revenue$2,746,054CYTotalRevenueAmt
PY Grants And Similar Paid$37,400PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$60,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$707,160PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$849,094CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,439,677PYOtherExpensesAmt
CY Other Expenses$1,014,155CYOtherExpensesAmt
PY Total Expenses$2,184,237PYTotalExpensesAmt
CY Total Expenses$1,923,249CYTotalExpensesAmt
PY Revenues Less Expenses$569,620PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$822,805CYRevenuesLessExpensesAmt
Total Assets BOY$5,841,292TotalAssetsBOYAmt
Total Assets EOY$6,799,623TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,841,292NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$6,799,623NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE GENERAL PURPOSES OF THIS ASSOCIATION SHALL BE TO FOSTER IMPROVEMENT IN THE ETHICAL AND TECHNICAL STANDARDS OF PRACTICE IN THE FIELD OF ADVOCACY TO THE END THAT INDIVIDUAL LITIGANTS MAY RECEIVE MORE EFFECTIVE REPRESENTATION AND THE GENERAL PUBLIC BE BENEFITED BY MORE EFFICIENT ADMINISTRATION OF JUSTICE CONSISTENT WITH TIME-TESTED AND TRADITIONAL PRINCIPLES OF LITIGATION.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant ChangeYes (1)SignificantChangeInd
DescTHE ORGANIZATION HELD SEMINARS AND MEETINGS TO FURTHER EDUCATE TRIAL LAWYERS AND HONOR ACCOMPLISHMENTS OF ITS MEMBERS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescTHE ORGANIZATION PROVIDED LEGISLATIVE ANALYSIS AND PUBLISHED MAGAZINES, ETC. FOR ITS MEMBERS.Desc
FieldValueIRS element (for citing)
Described In Section501c30DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document23IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible ContributionsYes (1)NondeductibleContributionsInd
Nondeductible Contri DisclYes (1)NondeductibleContriDisclInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members208GoverningBodyVotingMembersCnt
Independent Voting Member207IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBRIAN TYSONPersonNm
Phone2148717523PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12001 BRYAN ST 3000AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75201ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (212 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtHighest Compensated EmployeeHighestCompensatedEmployeeInd
MICHAEL P MAGUIRE
PAST PRESIDENT10.00Yes (X)Yes (X)$0$0$0
LUTHER J BATTISTE
PRESIDENT10.00Yes (X)Yes (X)$27,500$27,500$65810.00
GRACE WEATHERLY
PRESIDENT-ELECT10.00Yes (X)Yes (X)$0$0$010.00
RICHARD H MIDDLETON JR
VICE PRESIDENT10.00Yes (X)Yes (X)$0$0$010.00
LEWIS R SIFFORD
PAST PRESIDENT APPOINTEE10.00Yes (X)Yes (X)$0$0$0
JENNIFER H DOAN
SECRETARY10.00Yes (X)Yes (X)$0$0$0
CHRISTINE O BOYD
TREASURER10.00Yes (X)Yes (X)$0$0$0
MARK P ROBINSON JR
APPOINTEE10.00Yes (X)Yes (X)$0$0$0
ANDREA LA'VERNE EDNEY
APPOINTEE10.00Yes (X)Yes (X)$0$0$0
JOEL W COLLINS JR
APPOINTEE10.00Yes (X)Yes (X)$0$0$0
DORIS CHENG
APPOINTEE10.00Yes (X)Yes (X)$0$0$0
PETER W RILEY
APPOINTEE10.00Yes (X)Yes (X)$0$0$010.00
ROBERT ALDEN
ABOTA NATIONAL - APPOINTEE10.00Yes (X)$0$0$0
MARY ALEXANDER
ABOTA NATIONAL - APPOINTEE10.00Yes (X)$0$0$0
PEDRO ALVAREZ
ABOTA NATIONAL - APPOINTEE10.00Yes (X)$0$0$0
HILARY BANKER
ABOTA NATIONAL - APPOINTEE10.00Yes (X)$0$0$0
CHRISTOPHER BEEMAN
ABOTA NATIONAL - APPOINTEE10.00Yes (X)$0$0$0
JOSEPH CALLIER
ABOTA NATIONAL - APPOINTEE10.00Yes (X)$0$0$0
DONALD CARLSON
ABOTA NATIONAL - APPOINTEE10.00Yes (X)$0$0$0
CARLYLE CHAPMAN
ABOTA NATIONAL - APPOINTEE10.00Yes (X)$0$0$0
DAVID CHERRY
ABOTA NATIONAL - APPOINTEE10.00Yes (X)$0$0$0
ROBERT COLE
ABOTA NATIONAL - APPOINTEE10.00Yes (X)$0$0$0
DAWN DAVIS CARSON
ABOTA NATIONAL - APPOINTEE10.00Yes (X)$0$0$0
WINFORD DUNN
ABOTA NATIONAL - APPOINTEE10.00Yes (X)$0$0$0
JAMES FAYSSOUX
ABOTA NATIONAL - APPOINTEE10.00Yes (X)$0$0$0
CURTIS FENLEY
ABOTA NATIONAL - APPOINTEE10.00Yes (X)$0$0$0
KATHLEEN GALLAGHER
ABOTA NATIONAL - APPOINTEE10.00Yes (X)$0$0$0
JAN GUNDERSON
ABOTA NATIONAL - APPOINTEE10.00Yes (X)$0$0$0
TOM HARKNESS
ABOTA NATIONAL - APPOINTEE10.00Yes (X)$0$0$0
CHARLES HENKE
ABOTA NATIONAL - APPOINTEE10.00Yes (X)$0$0$0
WAYNE HOGAN
ABOTA NATIONAL - APPOINTEE10.00Yes (X)$0$0$0
BRIAN LAUTEN
ABOTA NATIONAL - APPOINTEE10.00Yes (X)$0$0$0
LYNN LEONARD
ABOTA NATIONAL - APPOINTEE10.00Yes (X)$0$0$0
EILEEN O'NEILL
ABOTA NATIONAL - APPOINTEE10.00Yes (X)$0$0$0
DOMINIQUE POLLARA
ABOTA NATIONAL - APPOINTEE10.00Yes (X)$0$0$0
BRYAN REID
ABOTA NATIONAL - APPOINTEE10.00Yes (X)$0$0$0
WAYNE RITCHIE
ABOTA NATIONAL - APPOINTEE10.00Yes (X)$0$0$0
WILLIAM SIEBEN
ABOTA NATIONAL - APPOINTEE10.00Yes (X)$0$0$0
J SMITH
ABOTA NATIONAL - APPOINTEE10.00Yes (X)$0$0$0
STEVEN SPRINGER
ABOTA NATIONAL - APPOINTEE10.00Yes (X)$0$0$0
N TAYLOR
ABOTA NATIONAL - APPOINTEE10.00Yes (X)$0$0$0
WILLIAM TOLES
ABOTA NATIONAL - APPOINTEE10.00Yes (X)$0$0$0
JOSHUA WHITMAN
ABOTA NATIONAL - APPOINTEE10.00Yes (X)$0$0$0
LISH WHITSON
ABOTA NATIONAL - APPOINTEE10.00Yes (X)$0$0$0
EDWARD L HARDIN JR
ALABAMA - BOARD MEMBER10.00Yes (X)$0$0$0
FRANK J STAKELY
ALABAMA - BOARD MEMBER10.00Yes (X)$0$0$0
MARDA W SYDNOR
ALABAMA - BOARD MEMBER10.00Yes (X)$0$0$0
GARY A ZIPKIN
ALASKA - BOARD MEMBER10.00Yes (X)$0$0$0
MITZI S MAYFIELD
AMARILLO - BOARD MEMBER10.00Yes (X)$0$0$0
TIM NEWSOM
AMARILLO - BOARD MEMBER10.00Yes (X)$0$0$0
DARRYL E BAKER
ARKANSAS - BOARD MEMBER10.00Yes (X)$0$0$0
STEVEN W QUATTLEBAUM
ARKANSAS - BOARD MEMBER10.00Yes (X)$0$0$0
TERESA WINELAND
ARKANSAS - BOARD MEMBER10.00Yes (X)$0$0$0
KAREN C BURGESS
AUSTIN - BOARD MEMBER10.00Yes (X)$0$0$0
DAVID G HALPERN
AUSTIN - BOARD MEMBER10.00Yes (X)$0$0$0
RYAN S SQUIRES
AUSTIN - BOARD MEMBER10.00Yes (X)$0$0$0
SCOTT J SCHERR
BRYAN COLLEGE - BOARD MEMBER10.00Yes (X)$0$0$0
MICHAEL F PERLEY
BUFFALO - BOARD MEMBER10.00Yes (X)$0$0$0
MARK B CONNELY
CALIFORNIA - BOARD MEMBER10.00Yes (X)$0$0$0
JOHN H HOWARD
CALIFORNIA - BOARD MEMBER10.00Yes (X)$0$0$0
RAFAEL E MARTINEZ
CENTRAL FLORIDA - BOARD MEMBER10.00Yes (X)$0$0$0
MARYBETH MCDONALD
CENTRAL FLORIDA - BOARD MEMBER10.00Yes (X)$0$0$0
J SCOTT KIRK
CENTRAL FLORIDA - BOARD MEMBER10.00Yes (X)$0$0$0
MAX E WRIGHT
CENTRAL WTX - BOARD MEMBER10.00Yes (X)$0$0$0
SUSAN C ROSEN
CHARLESTON - BOARD MEMBER10.00Yes (X)$0$0$0
ALAN DAVID TOPOREK
CHARLESTON - BOARD MEMBER10.00Yes (X)$0$0$0
JOSEPH W SHEA III
CINCINNATI - BOARD MEMBER10.00Yes (X)$0$0$0
NATALIE BROWN
COLORADO - BOARD MEMBER10.00Yes (X)$0$0$0
GILBERT A DICKINSON
COLORADO - BOARD MEMBER10.00Yes (X)$0$0$0
JOHN R RODMAN
COLORADO - BOARD MEMBER10.00Yes (X)$0$0$0
DEAN M CORDIANO
CONNECTICUT - BOARD MEMBER10.00Yes (X)$0$0$0
STEPHEN P FOGERTY
CONNECTICUT - BOARD MEMBER10.00Yes (X)$0$0$0
ANN HENNIS
CORPUS CHRISTI - BOARD MEMBER10.00Yes (X)$0$0$0
ANDREW L PAYNE
DALLAS - BOARD MEMBER10.00Yes (X)$0$0$0
ELLEN A PRESBY
DALLAS - BOARD MEMBER10.00Yes (X)$0$0$0
JOEL JAY STEED
DALLAS - BOARD MEMBER10.00Yes (X)$0$0$0
MARQUETTE WILLIAM WOLF
DALLAS - BOARD MEMBER10.00Yes (X)$0$0$0
SALVATORE J ZAMBRI
DC - BOARD MEMBER10.00Yes (X)$0$0$0
COLLEEN D SHIELDS
DELAWARE - BOARD MEMBER10.00Yes (X)$0$0$0
JACK B BALDWIN
EAST TEXAS - BOARD MEMBER10.00Yes (X)$0$0$0
GREGORY P LOVE
EAST TEXAS - BOARD MEMBER10.00Yes (X)$0$0$0
MARK J LEWINTER
EASTERN PA - BOARD MEMBER10.00Yes (X)$0$0$0
MARK E ANDERSON
EASTERN NC - BOARD MEMBER10.00Yes (X)$0$0$0
CHARLES A BENTLEY JR
EASTERN NC - BOARD MEMBER10.00Yes (X)$0$0$0
LAURA ENRIQUEZ
EL PASO - BOARD MEMBER10.00Yes (X)$0$0$0
ROBERT E ALDRICH JR
FORT WORTH - BOARD MEMBER10.00Yes (X)$0$0$0
STEVEN C LAIRD
FORT WORTH - BOARD MEMBER10.00Yes (X)$0$0$0
ANDREW RUSSELL BLANK
GEORGIA - BOARD MEMBER10.00Yes (X)$0$0$0
S LESTER TATE III
GEORGIA - BOARD MEMBER10.00Yes (X)$0$0$0
HON FAYE MITSUE KOYANAGI
HAWAII - BOARD MEMBER10.00Yes (X)$0$0$0
GEORGE E CIRE JR
HOUSTON - BOARD MEMBER10.00Yes (X)$0$0$0
HON ANDREW EDISON
HOUSTON - BOARD MEMBER10.00Yes (X)$0$0$0
SAMMY FORD
HOUSTON - BOARD MEMBER10.00Yes (X)$0$0$0
DON JACKSON
HOUSTON - BOARD MEMBER10.00Yes (X)$0$0$0
DONALD HAMILTON KIDD
HOUSTON - BOARD MEMBER10.00Yes (X)$0$0$0
JOHN H KIM
HOUSTON - BOARD MEMBER10.00Yes (X)$0$0$0
GWEN E RICHARD
HOUSTON - BOARD MEMBER10.00Yes (X)$0$0$0
MANPREET K SINGH
HOUSTON - BOARD MEMBER10.00Yes (X)$0$0$0
JERRY M YOUNG
HOUSTON - BOARD MEMBER10.00Yes (X)$0$0$0
BRUCE R PFAFF
ILLINOIS - BOARD MEMBER10.00Yes (X)$0$0$0
WILLIAM J ROGERS
ILLINOIS - BOARD MEMBER10.00Yes (X)$0$0$0
TIMOTHY S TOMASIK
ILLINOIS - BOARD MEMBER10.00Yes (X)$0$0$0
HON MELISSA S MAY
INDIANA - BOARD MEMBER10.00Yes (X)$0$0$0
STEPHEN E DOOHEN
IOWA - BOARD MEMBER10.00Yes (X)$0$0$0
FREDERICK W JAMES
IOWA - BOARD MEMBER10.00Yes (X)$0$0$0
RICHARD M RAWDON JR
KENTUCKY - BOARD MEMBER10.00Yes (X)$0$0$0
BREEN ARNTZ
LAS VEGAS - BOARD MEMBER10.00Yes (X)$0$0$0
LEANN SANDERS
LAS VEGAS - BOARD MEMBER10.00Yes (X)$0$0$0
DEBORAH CHANG
LOS ANGELES - BOARD MEMBER10.00Yes (X)$0$0$0
JOHN K COURTNEY
LOS ANGELES - BOARD MEMBER10.00Yes (X)$0$0$0
MOSES LEBOVITS
LOS ANGELES - BOARD MEMBER10.00Yes (X)$0$0$0
ROBERT A MORGENSTERN
LOS ANGELES - BOARD MEMBER10.00Yes (X)$0$0$0
HON WENDELL MORTIMER JR
LOS ANGELES - BOARD MEMBER10.00Yes (X)$0$0$0
ROBERT B PACKER
LOS ANGELES - BOARD MEMBER10.00Yes (X)$0$0$0
JAMES R ROSEN
LOS ANGELES - BOARD MEMBER10.00Yes (X)$0$0$0
LINDA MILLER SAVITT
LOS ANGELES - BOARD MEMBER10.00Yes (X)$0$0$0
MICHAEL SCHONBUCH
LOS ANGELES - BOARD MEMBER10.00Yes (X)$0$0$0
JOHN E SWEENEY
LOS ANGELES - BOARD MEMBER10.00Yes (X)$0$0$0
WALTER M YOKA
LOS ANGELES - BOARD MEMBER10.00Yes (X)$0$0$0
FRANK E LAMOTHE III
LOUISIANA - BOARD MEMBER10.00Yes (X)$0$0$0
FERNANDO M BUSTOS
LUBBOCK - BOARD MEMBER10.00Yes (X)$0$0$0
RANDALL E SMITH
MAINE - BOARD MEMBER10.00Yes (X)$0$0$0
KEVIN J MCCARTHY
MARYLAND - BOARD MEMBER10.00Yes (X)$0$0$0
CHRISTOPHER A DUGGAN
MASSACHUSETTS - BOARD MEMBER10.00Yes (X)$0$0$0
RUSSELL X POLLOCK
MASSACHUSETTS - BOARD MEMBER10.00Yes (X)$0$0$0
JOSEPH J KALBAC JR
MIAMI - BOARD MEMBER10.00Yes (X)$0$0$0
MICHAEL A MULLEN
MIAMI - BOARD MEMBER10.00Yes (X)$0$0$0
MANUEL A REBOSO
MIAMI - BOARD MEMBER10.00Yes (X)$0$0$0
MIRANDA LUNDEEN SOTO
MIAMI - BOARD MEMBER10.00Yes (X)$0$0$0
ROBERT H DARLING
MICHIGAN - BOARD MEMBER10.00Yes (X)$0$0$0
DANIEL J SCULLY JR
MICHIGAN - BOARD MEMBER10.00Yes (X)$0$0$0
JAMES E TAMM
MICHIGAN - BOARD MEMBER10.00Yes (X)$0$0$0
ANGELA BERANEK BRANDT
MINNESOTA - BOARD MEMBER10.00Yes (X)$0$0$0
DAVID C HUTCHINSON
MINNESOTA - BOARD MEMBER10.00Yes (X)$0$0$0
ROBERT J KING JR
MINNESOTA - BOARD MEMBER10.00Yes (X)$0$0$0
PAUL D PETERSON
MINNESOTA - BOARD MEMBER10.00Yes (X)$0$0$0
BOBBY L DALLAS
MISSISSIPPI - BOARD MEMBER10.00Yes (X)$0$0$0
TERESE A DREW
MISSOURI IL - BOARD MEMBER10.00Yes (X)$0$0$0
PATRICK J HAGERTY
MISSOURI IL - BOARD MEMBER10.00Yes (X)$0$0$0
MIKEL L MOORE
MONTANA - BOARD MEMBER10.00Yes (X)$0$0$0
PAUL TIMOTHY KELLY
NE PENNSYLVANIA - BOARD MEMBER10.00Yes (X)$0$0$0
ROBERT S LANNIN
NEBRASKA - BOARD MEMBER10.00Yes (X)$0$0$0
DAVID L WELCH
NEBRASKA - BOARD MEMBER10.00Yes (X)$0$0$0
SEAN FX DUGAN
NEW YORK CITY - BOARD MEMBER10.00Yes (X)$0$0$0
MARK A AVERA
NORTH FLORIDA - BOARD MEMBER10.00Yes (X)$0$0$0
JOSEPH A GERLING
OHIO - BOARD MEMBER10.00Yes (X)$0$0$0
JAY HARRIS
OHIO - BOARD MEMBER10.00Yes (X)$0$0$0
MONTY BOTTOM
OKLAHOMA - BOARD MEMBER10.00Yes (X)$0$0$0
DAN S FOLLUO
OKLAHOMA - BOARD MEMBER10.00Yes (X)$0$0$0
SEAN M BURKE
ORANGE COUNTY - BOARD MEMBER10.00Yes (X)$0$0$0
DOUGLAS M DEGRAVE
ORANGE COUNTY - BOARD MEMBER10.00Yes (X)$0$0$0
ERIC V TRAUT
ORANGE COUNTY - BOARD MEMBER10.00Yes (X)$0$0$0
DEBORAH S TROPP
ORANGE COUNTY - BOARD MEMBER10.00Yes (X)$0$0$0
CHRISTOPHER P WESIERSKI
ORANGE COUNTY - BOARD MEMBER10.00Yes (X)$0$0$0
RENE E ROTHAUGE
OREGON - BOARD MEMBER10.00Yes (X)$0$0$0
WILLIAM W PRICE
PALM BEACH - BOARD MEMBER10.00Yes (X)$0$0$0
BRUCE M RAMSEY
PALM BEACH - BOARD MEMBER10.00Yes (X)$0$0$0
GERALD F RICHMAN
PALM BEACH - BOARD MEMBER10.00Yes (X)$0$0$0
JOHN ECHEVERRIA
RENO - BOARD MEMBER10.00Yes (X)$0$0$0
JOHN J BARTON
RHODE ISLAND - BOARD MEMBER10.00Yes (X)$0$0$0
ALISON D KENNAMER
RIO GRANDE - BOARD MEMBER10.00Yes (X)$0$0$0
JAMES M HARTMAN
ROCHESTER - BOARD MEMBER10.00Yes (X)$0$0$0
HON DAVID IRA BROWN
SACRAMENTO - BOARD MEMBER10.00Yes (X)$0$0$0
LETTY LITCHFIELD
SACRAMENTO - BOARD MEMBER10.00Yes (X)$0$0$0
D MARC LYDE
SACRAMENTO - BOARD MEMBER10.00Yes (X)$0$0$0
DANIEL E WILCOXEN
SACRAMENTO - BOARD MEMBER10.00Yes (X)$0$0$0
DANIEL JT SCIANO
SAN ANTONIO - BOARD MEMBER10.00Yes (X)$0$0$0
RICHARD L SCOTT
SAN BERNARDINO - BOARD MEMBER10.00Yes (X)$0$0$0
HON CHRISTOPHER J WARNER RET
SAN BERNARDINO - BOARD MEMBER10.00Yes (X)$0$0$0
BENJAMIN C BUNN
SAN DIEGO - BOARD MEMBER10.00Yes (X)$0$0$0
STEPHEN C GREBING
SAN DIEGO - BOARD MEMBER10.00Yes (X)$0$0$0
MONTY A MCINTYRE
SAN DIEGO - BOARD MEMBER10.00Yes (X)$0$0$0
DOUGLAS F WALTERS
SAN DIEGO - BOARD MEMBER10.00Yes (X)$0$0$0
BRADLEY M CORSIGLIA
SAN FRANCISCO - BOARD MEMBER10.00Yes (X)$0$0$0
WILMA J GRAY
SAN FRANCISCO - BOARD MEMBER10.00Yes (X)$0$0$0
RALPH A LOMBARDI
SAN FRANCISCO - BOARD MEMBER10.00Yes (X)$0$0$0
J KEVIN MORRISON
SAN FRANCISCO - BOARD MEMBER10.00Yes (X)$0$0$0
CRAIG M PETERS
SAN FRANCISCO - BOARD MEMBER10.00Yes (X)$0$0$0
WILLIAM B SMITH
SAN FRANCISCO - BOARD MEMBER10.00Yes (X)$0$0$0
DAVID K COHN
SAN JOAQUIN - BOARD MEMBER10.00Yes (X)$0$0$0
HON ROSEMARY T MCGUIRE
SAN JOAQUIN - BOARD MEMBER10.00Yes (X)$0$0$0
TODD B MILLER
SARASOTA - BOARD MEMBER10.00Yes (X)$0$0$0
ROY R KELLY IV
SE GEORGIA - BOARD MEMBER10.00Yes (X)$0$0$0
CLARENCE DAVIS
SOUTH CAROLINA - BOARD MEMBER10.00Yes (X)$0$0$0
ROBERT F GOINGS
SOUTH CAROLINA - BOARD MEMBER10.00Yes (X)$0$0$0
KIRBY D SHEALY III
SOUTH CAROLINA - BOARD MEMBER10.00Yes (X)$0$0$0
WILLIAM C GARRY
SOUTH DAKOTA - BOARD MEMBER10.00Yes (X)$0$0$0
GARY P THIMSEN
SOUTH DAKOTA - BOARD MEMBER10.00Yes (X)$0$0$0
MICHAEL S BERGER
SOUTH NJ - BOARD MEMBER10.00Yes (X)$0$0$0
KEVIN CREWS
SW FLORIDA - BOARD MEMBER10.00Yes (X)$0$0$0
RICHARD B COLLINS
TALLAHASSE - BOARD MEMBER10.00Yes (X)$0$0$0
C HOWARD HUNTER
TAMPA BAY - BOARD MEMBER10.00Yes (X)$0$0$0
KEVIN MCLAUGHLIN
TAMPA BAY - BOARD MEMBER10.00Yes (X)$0$0$0
AUBREY B HARWELL JR
TENNESSEE - BOARD MEMBER10.00Yes (X)$0$0$0
CLINTON L KELLY
TENNESSEE - BOARD MEMBER10.00Yes (X)$0$0$0
GARY K SMITH
TENNESSEE - BOARD MEMBER10.00Yes (X)$0$0$0
WILLIAM N POORTEN III
TUCSON - BOARD MEMBER10.00Yes (X)$0$0$0
JULIANNE BLANCH
UTAH - BOARD MEMBER10.00Yes (X)$0$0$0
WILLIAM T COUNOS II
VERMONT - BOARD MEMBER10.00Yes (X)$0$0$0
MICHAEL SCOTT BUCCI
VIRGINIA - BOARD MEMBER10.00Yes (X)$0$0$0
JOHN R OWEN
VIRGINIA - BOARD MEMBER10.00Yes (X)$0$0$0
ELIZABETH M FRALEY
WACO - BOARD MEMBER10.00Yes (X)$0$0$0
BRUCE MEGARD
WASHINGTON - BOARD MEMBER10.00Yes (X)$0$0$0
JAMES A VARNER
WEST VIRGINIA - BOARD MEMBER10.00Yes (X)$0$0$0
W THOMPSON COMERFORD JR
WESTERN NC - BOARD MEMBER10.00Yes (X)$0$0$0
MARK E LARSON
WISCONSIN - BOARD MEMBER10.00Yes (X)$0$0$0
RICHARD H HONAKER
WYOMING - BOARD MEMBER10.00Yes (X)$0$0$0
SCOTT E ORTIZ
WYOMING - BOARD MEMBER10.00Yes (X)$0$0$0
BRIAN TYSON
EXECUTIVE DIRECTOR32.00Yes (X)$200,562$50,140$64,6248.00
SARAH WAHLERT-KERSH
ASSOCIATE EXECUTIVE DIRECTOR37.55$144,126$9,403$28,6182.45Yes (X)
MOLLY MCDONALD
ASSOCIATE EXECUTIVE DIRECTOR1.00$0$112,775$35,53037.50Yes (X)
KARAN WRIGHT
FINANCIAL DIRECTOR24.00$60,435$40,290$25,95816.00Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$432,623TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$240,108TotReportableCompRltdOrgAmt
Total Other Compensation$155,388TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Membership Dues$2,516,063MembershipDuesAmt
All Other Contributions$98,965AllOtherContributionsAmt
Total Contributions$2,615,028TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$38,420TotalRevenueColumnAmt
Exclusion$38,420ExclusionAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$1,596OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other-$1,596OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,596TotalRevenueColumnAmt
Related Or Exempt Func Income-$1,596RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
MISCELLANEOUS INCOME900099$87,501$87,501
VOIR DIRE ADVERTISING511190$6,701$6,701
FieldValueIRS element (for citing)
Other Revenue Total$94,202OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,746,054TotalRevenueColumnAmt
Related Or Exempt Func Income$85,905RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$6,701UnrelatedBusinessRevenueAmt
Exclusion$38,420ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$60,000TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$280,090TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$395,983TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$53,059TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$61,556TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$58,406TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$22,854TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$71,388TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$165,536TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$39,943TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$31,408TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$102,428TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$250,130TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$59,751TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$12,889TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
PUBLICATIONS AND COMMUN$148,058
LEGISLATIVE ANALYSIS$70,472
PLAQUES AND AWARDS$23,953
EQUIPMENT RENT AND MAIN$15,345

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,923,249TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$290,086BOYAmt
EOY$1,217,886EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,657,348BOYAmt
EOY$2,296,825EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$187,144BOYAmt
EOY$106,057EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$259,192LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$167,406LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$151,292BOYAmt
EOY$91,786EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,555,422BOYAmt
EOY$3,087,069EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,841,292BOYAmt
EOY$6,799,623EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$5,841,292BOYAmt
EOY$6,799,623EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,841,292BOYAmt
EOY$6,799,623EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,841,292BOYAmt
EOY$6,799,623EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$822,805ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$498,971NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$363,445OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues NondedYes (1)SubstantiallyAllDuesNondedInd
Only In House Lobbying0OnlyInHouseLobbyingInd
Agree Carryover Prior Year0AgreeCarryoverPriorYearInd

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,328OtherCostOrOtherBasisAmt
Depreciation$12,567DepreciationAmt
Book Value$761BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$80,539OtherCostOrOtherBasisAmt
Depreciation$73,569DepreciationAmt
Book Value$6,970BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$165,325OtherCostOrOtherBasisAmt
Depreciation$81,270DepreciationAmt
Book Value$84,055BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$91,786TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
INVESTMENTS - OTHER SECURITIES$2,836,079F
RESTRICED INVESTMENT - LEGISLATIVE ANALYSIS FUND$250,990F
FieldValueIRS element (for citing)
Total Book Value Securities$3,087,069TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$3,429,708TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$498,971NetUnrealizedGainsInvstAmt
Revenue Not Reported$498,971RevenueNotReportedAmt
Revenue Subtotal$2,930,737RevenueSubtotalAmt
Other Revenues Not Included-$184,683OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$184,683RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,746,054TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,239,980TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$316,731OtherExpensesIncludedAmt
Expenses Not Reported$316,731ExpensesNotReportedAmt
Expenses Subtotal$1,923,249ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,923,249TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY ABOTA AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF ABOTA HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY ABOTA AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2020, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. ABOTA IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES ABOTA IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION FOR THE YEARS PRIOR TO 2016.
PART XI, LINE 4B - OTHER ADJUSTMENTS:ACCRUAL TO CASH ADJUSTMENT -184,683.
PART XII, LINE 2D - OTHER ADJUSTMENTS:ACCRUAL TO CASH ADJUSTMENT 316,731.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
FOUNDATION OF THE AMERICAN BOARD OF TRIAL ADVOCATES
2001 BRYAN ST 3000DALLASTX75201070969581501(C)(3)$5,000GENERAL SUPPORT
LOYOLA JOURNALIST LAW SCHOOL
1 LMU DR 4900LOS ANGELESCA90045951643334501(C)(3)$15,000GENERAL SUPPORT
MIAMI CHAPTER OF ABOTA
75 VALENCIA AVE 100CORAL GABLESFL33134954191052501(C)(6)$7,500GENERAL SUPPORT
NATIONAL BAR ASSOCIATION
1816 12TH ST NW 4TH FLOORWASHINGTON DCDC20009480793589501(C)(6)$7,500GENERAL SUPPORT
NATIONAL CENTER FOR STATE COURTS
300 NEWPORT AVEWILLIAMSBURGVA23185520914250501(C)(3)$25,000GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt
Total Other Org2TotalOtherOrgCnt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
BRIAN TYSON
EXECUTIVE DIRECTOR$198,962$49,740$1,600$400$0$0$19,896$4,974$31,803$7,951$252,261$63,065$0$0
SARAH WAHLERT-KERSH
ASSOCIATE EXECUTIVE DIRECTOR$128,167$8,362$15,959$1,041$0$0$14,225$928$12,640$825$170,991$11,156$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 3DUE TO COVID-19, IN-PERSON MEETINGS, PROGRAMS AND EVENTS WERE MOVED TO VIRTUAL CONFERENCE FORMAT.
FORM 990, PART V, LINE 2A-B:SALARIES AND BENEFITS ARE ALLOCATED BETWEEN AMERICAN BOARD OF TRIAL ADVOCATES AND THE FOUNDATION OF THE AMERICAN BOARD OF TRIAL ADVOCATES (EIN: 57-0969581). THE FOUNDATION OF THE AMERICAN BOARD OF TRIAL ADVOCATES IS THE FILING ENTITY FOR ALL FORMS W-2 AND W-3.
FORM 990, PART VI, SECTION A, LINE 6THE ORGANIZATION IS A MEMBER ORGANIZATION. MEMBERS HAVE VOTING RIGHTS TO NOMINATE AND ELECT NATIONAL BOARD MEMBERS AND NATIONAL BOARD REPRESENTATIVES IN THE ORGANIZATION. THERE ARE EIGHT CLASSES OF MEMBERSHIP IN ABOTA, WHICH INCLUDE MEMBER, ASSOCIATE, ADVOCATE, DIPLOMAT, HONORARY DIPLOMAT, JUDGE, EMERITUS MEMBER, AND INTERNATIONAL MEMBER. ALL CLASSES OF MEMBERSHIP HAVE VOTING RIGHTS EXCEPT HONORARY DIPLOMAT AND INTERNATIONAL MEMBER.
FORM 990, PART VI, SECTION A, LINE 7ATHE ORGANIZATION IS A MEMBER ORGANIZATION. MEMBERS HAVE VOTING RIGHTS TO NOMINATE AND ELECT NATIONAL BOARD MEMBERS AND NATIONAL BOARD REPRESENTATIVES IN THE ORGANIZATION. THERE ARE EIGHT CLASSES OF MEMBERSHIP IN ABOTA, WHICH INCLUDE MEMBER, ASSOCIATE, ADVOCATE, DIPLOMAT, HONORARY DIPLOMAT, JUDGE, EMERITUS MEMBER, AND INTERNATIONAL MEMBER. ALL CLASSES OF MEMBERSHIP HAVE VOTING RIGHTS EXCEPT HONORARY DIPLOMAT AND INTERNATIONAL MEMBER.
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 IS REVIEWED BY THE ACCOUNTING STAFF AND THE EXECUTIVE DIRECTOR. IT IS THEN FORWARDED TO THE PRESIDENT FOR HIS REVIEW AND SIGNATURE. A COPY OF THE 990 IS MADE AVAILABLE ONLINE TO ALL TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD AND TRUSTEES ANNUALLY REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY AT THE FIRST BOARD MEETING OF THE YEAR.
FORM 990, PART VI, SECTION B, LINE 15ANNUAL PERFORMANCE REVIEWS ARE CONDUCTED. SALARIES ARE COMPARED TO THE NATIONAL ASSOCIATION OF BAR EXECUTIVES ANNUAL SALARY. SALARIES ARE REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9:ACCRUAL TO CASH ADJUSTMENT -363,445.
FORM 990, PART XI, LINE 2C:THE FINANCIAL REPORTING OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
FOUNDATION OF THE AMERICAN BOARD OF TRIAL ADVOCATES
2001 BRYAN STREET SUITE 3000DALLASTX75201570969581FOUNDATIONSC501(C)(3)LINE 11N/A0
AMERICAN BOARD OF TRIAL ADVOCATES-GROUP
2001 BRYAN STREET SUITE 3000DALLASTX75201954216564PUBLIC INTERESTCA501(C)(6)N/AN/A0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
FOUNDATION OF THE AMERICAN BOARD OF TRIAL ADVOCATES
N$64,528FMV
FOUNDATION OF THE AMERICAN BOARD OF TRIAL ADVOCATES
O$1,025,203FMV
AMERICAN BOARD OF TRIAL ADVOCATES-GROUP
C$43,844FMV

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.