DEFENSE RESEARCH INSTITUTE INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DEFENSE RESEARCH INSTITUTE INC (EIN 39-0978501)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202003219349313790
- Schema version
- 2019v5.0
- 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 | 2020-11-16T14:31:44-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1455 Pennsylvania Avenue NW Suite 7 | AddressLine1Txt |
| Address Line2 | 00 | AddressLine2Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200041008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390978501 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Defense Research Institute Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEFE | BusinessNameControlTxt |
| Phone | 3127951101 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 S Riverside Plaza 1870 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dean Martinez | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT WILLIAMS | PreparerPersonNm |
| PTIN | P01345960 | PTIN |
| Phone | 2026245555 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DRI - Voice of the Defense Bar | BusinessNameLine1Txt |
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Philip L Willman | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 S Riverside Plaza 1870 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,521,370 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | www.dri.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1960 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | The Defense Research Institute (DRI) is an international membership organization of lawyers, involved in the defense of civil litigation. | ActivityOrMissionDesc |
| Voting Members Governing Body | 37 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 55 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | $234,150 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $37,710 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,185,016 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,664,963 | CYProgramServiceRevenueAmt |
| PY Investment Income | $621,397 | PYInvestmentIncomeAmt |
| CY Investment Income | $540,885 | CYInvestmentIncomeAmt |
| PY Other Revenue | $478,042 | PYOtherRevenueAmt |
| CY Other Revenue | $727,572 | CYOtherRevenueAmt |
| PY Total Revenue | $15,284,455 | PYTotalRevenueAmt |
| CY Total Revenue | $14,933,420 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $800 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $400 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,537,356 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,322,369 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,988,936 | PYOtherExpensesAmt |
| CY Other Expenses | $9,432,004 | CYOtherExpensesAmt |
| PY Total Expenses | $15,527,092 | PYTotalExpensesAmt |
| CY Total Expenses | $14,754,773 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$242,637 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $178,647 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,527,165 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,755,599 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,609,722 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,112,474 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,917,443 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,643,125 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Defense Research Institute, Inc. (DRI), a Wisconsin not-for-profit corporation, is involved in the following roles: to teach, educate and improve the skills of the defense law practitioner; to strive for improvement in the civil justice system; to be a counterpoint to the American Association of Justice; to be responsible to its members in dealing with economic realities of the law practice; and to celebrate and promote the role of lawyers in the broader society. DRI's revenues are composed primarily of dues and fees from educational seminars from defense lawyers throughout the United States. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | THE DEFENSE RESEARCH INSTITUTE (DRI) AND ITS MEMBERS GIVE BACK TO THE COMMUNITIES IN WHICH THEY RESIDE THROUGH SERVICE PROGRAMS AND PRO BONO WORK. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THE DEFENSE RESEARCH INSTITUTE OFFERS A VARIETY OF SEMINARS, WEB CONFERENCES, AND WEB-CASTS THROUGHOUT THE YEAR THAT KEEPS THE ORGANIZATIONS MEMBERS INFORMED ABOUT CURRENT ISSUES INVOLVING LAW AND RELATED AREAS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THE DEFENSE RESEARCH INSTITUTE (DRI) CARRIES OUT RESEARCH AND PUBLISHES ITS FINDINGS IN COMMITTEE SPECIFIC AND GENERAL MEMBERSHIP NEWSLETTERS ADVANCING THE KNOWLEDGE OF MEMBERS IN LAW AND RELATED AREAS. DRI ALSO PUBLISHES FOR THE DEFENSE THE ONLY NATIONAL MONTHLY MAGAZINE WRITTEN EXPRESSLY FOR DEFENSE PRACTITIONERS. EACH MONTH, OVER 40,000 PRESTIGIOUS PROFESSIONALS RECEIVE THIS FLAGSHIP PUBLICATION. ADDITIONALLY, DRI PUBLISHES IN-HOUSE DEFENSE QUARTERLY (IDQ) FOR ITS MEMBERSHIP. IDQ WAS DEVELOPED TO ADDRESS THE SPECIFIC NEEDS OF IN-HOUSE DEFENSE PRACTITIONERS. THIS NEW PUBLICATION PRESENTS A UNIQUE COMBINATION OF FEATURE FULL-LENGTH ARTICLES WRITTEN BY EXPERIENCED DRI MEMBERS AND SUBSTANTIVE INFORMATION AND REPORTS ACQUIRED FROM LEADING CONTENT PROVIDERS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THROUGHOUT THE YEAR THE DEFENSE RESEARCH INSTITUTE (DRI) WORKS TO PROMOTE NEW MEMBERSHIPS AND FOR CURRENT MEMBERS TO BECOME MORE INVOLVED IN DRI. DRI USES PUBLIC RELATIONS TO ENHANCE THE GENERAL PUBLIC'S UNDERSTANDING OF DRI'S MISSION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 62 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 55 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 37 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dean Martinez | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3126986203 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 S Riverside Plaza Suite 1870 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Douglas K Burrell | |||||||||
| First Vice President | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Emily G Coughlin | |||||||||
| President-Elect | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| John R Kouris | |||||||||
| Executive Director | 35.0 | 1.0 | Yes (X) | Yes (X) | $335,293 | $0 | $10,800 | ||
| Lana A Olson | |||||||||
| SECOND VICE PRESIDENT | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Patrick J Sweeney | |||||||||
| Secretary-Treasurer | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Philip Willman | |||||||||
| President | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Toyja E Kelley Sr | |||||||||
| Immediate Past-President | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Alex J Hagan | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Amy Sherry Fischer | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Andrew S Chamberlin | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Anne M Talcott | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Baxter D Drennon | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Diane Fleming Averell | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Diane Pradat Pumphrey | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| E Ford Stephens | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Edward L Birk | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Elizabeth F Lorell | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Gary L Grubler | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Heather A Sanderson | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| J Carter Thompson Jr | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| James O Craven | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Jason B Hendren | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Jodi V Terranova | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| John S Guttmann | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Jon A Berkelhammer | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Leonor M Lagomasino | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Lori V Berke | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mark A Fredrickson | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Matthew P Keris | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Melissa K Roeder | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Michael T Glascott Jr | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| R Jeffrey Lowe | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Rebecca A Nickelson | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Rosary A Hernandez | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Scott Day Freeman | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Theodore Freeman | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Thomas E Ganucheau | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Tyler M Howes | |||||||||
| Deputy Executive Director | 35.0 | $239,891 | $0 | $11,008 | Yes (X) | ||||
| Elisabeth M Sykes | |||||||||
| Director of Meeting Services | 35.0 | $118,554 | $0 | $10,231 | Yes (X) | ||||
| Glenda F Weaver | |||||||||
| Director of Information Services | 35.0 | $118,910 | $0 | $6,044 | Yes (X) | ||||
| Nancy J Parz | |||||||||
| Senior Director | 35.0 | $143,217 | $0 | $6,785 | Yes (X) | ||||
| Richard G Wallock | |||||||||
| Controller | 35.0 | $145,038 | $0 | $6,847 | Yes (X) | ||||
| Timothy J Shanley | |||||||||
| Director of Program Strategy | 35.0 | $119,632 | $0 | $5,787 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,220,535 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $57,502 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Walsworth Publishing Company | |||||
| 2180 Maiden Ln | St Joseph | MI | 49085 | Publishing Services | $270,693 |
| Sentinel Technologies Inc | |||||
| 4595 Broadmoor Ave SE | Grand Rapids | MI | 49512 | IT Services | $238,275 |
| Darwill Inc | |||||
| 8701 Pulaski Ave Ste C | Lyons | IL | 60534 | Marketing Services | $189,541 |
| Leading Authorities Inc | |||||
| 150 N Michigan Ave 340 | Chicago | IL | 60601 | Speaker Fees | $106,597 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|---|
| Seminars | 900099 | $7,340,112 | $5,342,922 | $1,997,190 | |
| Membership Dues | 900099 | $4,990,579 | $4,990,579 | ||
| Publications | 541800 | $334,777 | $100,627 | $234,150 | |
| Annual Meeting | 900099 | $999,495 | $747,870 | $251,625 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,664,963 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $328,787 | TotalRevenueColumnAmt |
| Exclusion | $328,787 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $341,843 | TotalRevenueColumnAmt |
| Exclusion | $341,843 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,800,048 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,587,950 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $212,098 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $212,098 | TotalRevenueColumnAmt |
| Exclusion | $212,098 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| REGISTRATION FEE Revenue | 900099 | $40,050 | $40,050 |
| EVENT SPONSORSHIP REVENUE | 900099 | $20,000 | $20,000 |
| EVENT REVENUE | 900099 | $10,610 | $10,610 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $315,069 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $315,069 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $385,729 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,933,420 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,567,727 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $234,150 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,131,543 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $400 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $597,192 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,508,597 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,818 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $769,242 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $289,520 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,540 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,328 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,163 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,046 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,826 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $585,244 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $388,851 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $964,035 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,647,033 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,466,479 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,195 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,462 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| PERIODICAL COSTS | $305,624 |
| Special Projects & Events | $186,249 |
| Credit Card Fees | $217,537 |
| Unrelated Business Income Tax | $12,392 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,754,773 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,515 | BOYAmt |
| EOY | $3,489 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,799,578 | BOYAmt |
| EOY | $3,261,365 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $390,726 | BOYAmt |
| EOY | $706,071 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $806,911 | BOYAmt |
| EOY | $564,369 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,632,762 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,107,484 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $285,160 | BOYAmt |
| EOY | $525,278 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,168,453 | BOYAmt |
| EOY | $10,606,847 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,721 | BOYAmt |
| EOY | $88,180 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,101 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,527,165 | BOYAmt |
| EOY | $15,755,599 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,011,993 | BOYAmt |
| EOY | $1,793,287 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,525,411 | BOYAmt |
| EOY | $3,206,213 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,318 | BOYAmt |
| EOY | $112,974 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,609,722 | BOYAmt |
| EOY | $5,112,474 | 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 | $8,917,443 | BOYAmt |
| EOY | $10,643,125 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,917,443 | BOYAmt |
| EOY | $10,643,125 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,527,165 | BOYAmt |
| EOY | $15,755,599 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $178,647 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,547,035 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,107,792 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,107,792 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,524,970 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,999,692 | DepreciationAmt |
| Book Value | $525,278 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $525,278 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Due to DRI Foundation | $52,545 |
| Due to NATIONAL FOUNDATION FOR JUDICIAL EXCELLENCE | $60,429 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $112,974 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $16,425,417 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,547,035 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $37,125 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $1,584,160 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,841,257 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $92,163 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $92,163 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,933,420 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,699,735 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $37,125 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $37,125 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,662,610 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $92,163 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $92,163 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,754,773 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | FormAndLineReferenceDesc |
| Explanation | DRI is a nonprofit corporation organized under Chapter 180 of the Wisconsin statutes. It has received a favorable determination letter from the Internal Revenue Service stating that it is exempt from Federal and state income taxes under Internal Revenue Code Section 501(c)(6). DRI is required to pay income taxes on advertising revenue received net of advertising expense. Income tax expense totaled approximately $12,000 and $15,000 for the years ended December 31, 2019 and 2018, respectively. Management believes DRI has no material unrecognized income tax benefits or liabilities, including any potential loss of its tax-exempt status. DRI would recognize interest and penalties related to unrecognized tax benefits in interest and income tax expense, respectively, should they be incurred. DRI has not incurred any penalties or interest as of and for the years ended December 31, 2019 or 2018. DRI has not been examined by any tax jurisdiction. DRI is no longer subject to examination by federal or state taxing authorities for years before the year ended December 31, 2015. DRI does not expect the total amount of unrecognized tax benefits to significantly change in the next 12 months. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| John R Kouris | ||||||||||||||
| Executive Director | $327,600 | $0 | $7,000 | $0 | $693 | $0 | $8,400 | $0 | $2,400 | $0 | $346,093 | $0 | $0 | $0 |
| Tyler M Howes | ||||||||||||||
| Deputy Executive Director | $233,200 | $0 | $6,000 | $0 | $691 | $0 | $7,408 | $0 | $3,600 | $0 | $250,899 | $0 | $0 | $0 |
| Richard G Wallock | ||||||||||||||
| Controller | $141,087 | $0 | $3,500 | $0 | $451 | $0 | $4,447 | $0 | $2,400 | $0 | $151,885 | $0 | $0 | $0 |
| Nancy J Parz | ||||||||||||||
| Senior Director | $132,250 | $0 | $10,000 | $0 | $967 | $0 | $4,385 | $0 | $2,400 | $0 | $150,002 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 1a Travel for companions | FormAndLineReferenceDesc |
| Explanation | Spousal travel is treated as taxable income for the interested party, and is reported on a 1099. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ including grants of $) THROUGHOUT THE YEAR THE DEFENSE RESEARCH INSTITUTE (DRI) WORKS TO PROMOTE NEW MEMBERSHIPS AND FOR CURRENT MEMBERS TO BECOME MORE INVOLVED IN DRI. DRI USES PUBLIC RELATIONS TO ENHANCE THE GENERAL PUBLIC'S UNDERSTANDING OF DRI'S MISSION. |
| Form 990, Part VI, Line 6 MEMBERS | PER THE INSTRUCTIONS FOR THE FORM 990, A MEMBER, AS REFERRED TO IN PART VI, LINE 6, IS DEFINED AS ANY PERSON WHO HAS THE FOLLOWING KINDS OF RIGHTS: 1. THE MEMBERS ELECT THE MEMBERS OF THE GOVERNING BODY (BUT NOT IF THE MEMBERS OF THE GOVERNING BODY ARE THE ORGANIZATION'S ONLY MEMBERS) OR THEIR DELEGATES. 2. THE MEMBERS APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY. 3. THE MEMBERS MAY RECEIVE A SHARE OF THE ORGANIZATION'S PROFITS OR EXCESS DUES OR A SHARE OF THE ORGANIZATION'S NET ASSETS UPON THE ORGANIZATION'S DISSOLUTION. DRI'S MEMBERS DO NOT POSSESS THE KINDS OF RIGHTS OUTLINED ABOVE. AS SUCH, THE ORGANIZATION HAS CHECKED "NO" TO RESPECTIVE QUESTIONS IN THE FORM 990 (PART VI, LINE 6 & 7). |
| Form 990, Part VI, Line 15a PROCESS USED TO DETERMINE TOP MANAGEMENT OFFICIAL'S COMPENSATION | AT YEAR END THE DEFENSE RESEARCH INSTITUTE OFFICERS DETERMINE AND APPROVE THE EXECUTIVE DIRECTOR'S SALARY AND BONUS. FOR THE PROCESS THERE IS A WRITTEN EMPLOYMENT CONTRACT THAT IS UTILIZED AS WELL AS COMPENSATION SURVEYS, OTHER FORM 990S OF SIMILAR SIZE ORGANIZATIONS AND A COMPENSATION COMMITTEE THAT IS COMPRISED OF OFFICERS OF THE ORGANIZATION. THERE IS NO INDEPENDENT BOARD REVIEW OR APPROVAL. |
| Form 990, Part VI, Line 15b PROCESS USED TO ESTABLISH COMPENSATION FOR OTHER OFFICERS | AT YEAR END THE EXECUTIVE DIRECTOR DETERMINES AND PROPOSES THE DEPUTY EXECUTIVE DIRECTOR'S SALARY & BONUS TO THE DRI OFFICERS FOR APPROVAL. THE EXECUTIVE DIRECTOR TAKES INTO CONSIDERATION COMPENSATION SURVEYS, INFLATION, THE PERFORMANCE OF THE ORGANIZATION, AND THE GOALS MEET BY THE DEPUTY FROM HIS REVIEW IN DETERMINING THE AMOUNTS.THERE IS NO INDEPENDENT BOARD REVIEW OR APPROVAL. |
| Form 990, Part VI, Line 1a Delegate broad authority to a committee | DRI's Executive Committee consists of six Officers which are all part of the governing body. The Officers between meetings of the Board of Directors shall have full powers to direct and manage DRI so long as its actions and decisions are not inconsistent with the purposes of the corporation and the established policies and directives of the Board of Directors. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | Prior to filing the return with the IRS, the Form 990 is reviewed by the organization's outside independent tax advisors and by the management and Treasurer of the organization. |
| Form 990, Part VI, Line 12c Conflict of interest policy | The Defense Research Institute's (DRI) staff and Board are requested to sign a Conflict of Interest Policy every year. Within the document, it states any item that needs investigation should be brought to the Secretary-Treasurer who in turn will discuss and investigate with the Finance Committee & DRI Officers. If it is determined that a conflict of interest exists, the board member will be required to abstain from voting on the matter. |
| Form 990, Part VI, Line 19 Required documents available to the public | Financial statements, governing documents, and conflict of interest policies are not required disclosures pursuant to Internal Revenue Code (IRC) Section 6104. These documents are not available to the public at this time. |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | MISC. INCOME - Total Revenue: 315069, Related or Exempt Function Revenue: 315069, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DRI Professional Services LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 S Riverside Plaza | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | professional services | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Total Income | $291,783 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DRI | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NATIONAL FOUNDATION FOR JUDICIAL EXCELLENCE | |||||||||||
| 222 S Riverside Plaza | Ste 18070 | CHICAGO | IL | 60606 | 753170482 | LEGAL SUPPORT | IL | 501(c)(3) | 7 | DRI | Yes (true) |
| THE DRI FOUNDATION | |||||||||||
| 222 S Riverside Plaza | CHICAGO | IL | 60606 | 352516868 | PHILANTHROPIC ARM OF DRI | IL | 501(c)(3) | Type II | DRI | Yes (true) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| National Foundation For Judicial Excellence | ||
| L | $115,354 | Cost |
| National Foundation For Judicial Excellence | ||
| Q | $73,810 | Cost |
| The DRI Foundation | ||
| R | $52,545 | Cost |
| NATIONAL FOUNDATION FOR JUDICIAL EXCELLENCE | ||
| R | $60,429 | COST |
Comments