AMERICAN BOARD OF TRIAL ADVOCATES: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
AMERICAN BOARD OF TRIAL ADVOCATES (EIN 95-2504030)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-16
IRS object ID
202003219349314785
Schema version
2019v5.1
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)
Return2020-11-16T14:40:55-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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)
PersonLUTHER BATTISTE IIIPersonNm
Person TitlePRESIDENT-ELECTPersonTitleTxt
Phone2148717523PhoneNum
Signature2020-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCURTIS MAXFIELDPreparerPersonNm
PTINP00445178PTIN
Phone2143939300PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address174.82.85.160IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-12IPDt
IP Tm12:53:55IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id5F08DD391D4E6709CE9F71D0301BFD852FBFDB29AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-01-07 14:23:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLUTHER BATTISTE IIIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12001 BRYAN ST 3000AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75201ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,766,073GrossReceiptsAmt
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 Body202VotingMembersGoverningBodyCnt
Voting Members Independent202VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers202TotalVolunteersCnt
Total Gross UBI$2,474TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,020,654PYContributionsGrantsAmt
CY Contributions Grants$2,606,387CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$211,919PYInvestmentIncomeAmt
CY Investment Income$144,996CYInvestmentIncomeAmt
PY Other Revenue$2,454PYOtherRevenueAmt
CY Other Revenue$2,474CYOtherRevenueAmt
PY Total Revenue$2,235,027PYTotalRevenueAmt
CY Total Revenue$2,753,857CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$37,400CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$733,701PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$707,160CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,173,734PYOtherExpensesAmt
CY Other Expenses$1,439,677CYOtherExpensesAmt
PY Total Expenses$1,907,435PYTotalExpensesAmt
CY Total Expenses$2,184,237CYTotalExpensesAmt
PY Revenues Less Expenses$327,592PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$569,620CYRevenuesLessExpensesAmt
Total Assets BOY$4,861,620TotalAssetsBOYAmt
Total Assets EOY$5,841,292TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,861,620NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,841,292NetAssetsOrFundBalancesEOYAmt
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 Change0SignificantChangeInd
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 Document28IRPDocumentCnt
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 Members202GoverningBodyVotingMembersCnt
Independent Voting Member202IndependentVotingMemberCnt
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 (205 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
MICHAEL P MAGUIRE
PRESIDENT10.0010.00Yes (X)Yes (X)$0$0$0
LUTHER J BATTISTE
PRESIDENT-ELECT10.0010.00Yes (X)Yes (X)$0$0$0
GRACE WEATHERLY
VICE PRESIDENT10.0010.00Yes (X)Yes (X)$0$0$0
CYNTHIA MCGUINN
PAST PRESIDENT10.00Yes (X)Yes (X)$0$0$0
LEWIS R SIFFORD
PAST PRESIDENT APPOINTEE10.00Yes (X)Yes (X)$0$0$0
JENNIFER H DOAN
SECRETARY10.00Yes (X)Yes (X)$0$0$0
KAREN BURGESS
TREASURER10.00Yes (X)Yes (X)$0$0$0
JOHN R RODMAN
TRUSTEE10.0020.00Yes (X)Yes (X)$0$0$0
STEVEN W QUATTLEBAUM
APPOINTEE10.00Yes (X)Yes (X)$0$0$0
JOHN E SWEENEY
APPOINTEE10.00Yes (X)Yes (X)$0$0$0
MARY E ALEXANDER
ABOTA NATIONAL - APPOINTEE10.000.00Yes (X)$0$0$0
PEDRO RAUL ALVAREZ JR
ABOTA NATIONAL - APPOINTEE10.000.00Yes (X)$0$0$0
HILARY C BANKER
ABOTA NATIONAL - APPOINTEE10.000.00Yes (X)$0$0$0
CHRISTOPHER J BEEMAN
ABOTA NATIONAL - APPOINTEE10.000.00Yes (X)$0$0$0
DONALD W CARLSON
ABOTA NATIONAL - APPOINTEE10.000.00Yes (X)$0$0$0
DAVID E CHERRY
ABOTA NATIONAL - APPOINTEE10.000.00Yes (X)$0$0$0
ROBERT A COLE
ABOTA NATIONAL - APPOINTEE10.000.00Yes (X)$0$0$0
WINFORD L DUNN JR
ABOTA NATIONAL - APPOINTEE10.000.00Yes (X)$0$0$0
ANDREA LA'VERNE EDNEY
ABOTA NATIONAL - APPOINTEE10.000.00Yes (X)$0$0$0
JAMES W FAYSSOUX JR
ABOTA NATIONAL - APPOINTEE10.000.00Yes (X)$0$0$0
CURTIS W FENLEY III
ABOTA NATIONAL - APPOINTEE10.000.00Yes (X)$0$0$0
KATHLEEN A GALLAGHER
ABOTA NATIONAL - APPOINTEE10.000.00Yes (X)$0$0$0
JAN MARIE GUNDERSON
ABOTA NATIONAL - APPOINTEE10.000.00Yes (X)$0$0$0
TOM HARKNESS
ABOTA NATIONAL - APPOINTEE10.000.00Yes (X)$0$0$0
WAYNE HOGAN
ABOTA NATIONAL - APPOINTEE10.000.00Yes (X)$0$0$0
KATHLEEN M LANGLEY
ABOTA NATIONAL - APPOINTEE10.000.00Yes (X)$0$0$0
LYNN M LEONARD
ABOTA NATIONAL - APPOINTEE10.000.00Yes (X)$0$0$0
RICHARD H MIDDLETON JR
ABOTA NATIONAL - APPOINTEE10.000.00Yes (X)$0$0$0
EILEEN O'NEILL
ABOTA NATIONAL - APPOINTEE10.000.00Yes (X)$0$0$0
BRUCE R PFAFF
ABOTA NATIONAL - APPOINTEE10.000.00Yes (X)$0$0$0
DOMINIQUE A POLLARA
ABOTA NATIONAL - APPOINTEE10.000.00Yes (X)$0$0$0
BRYAN R REID
ABOTA NATIONAL - APPOINTEE10.000.00Yes (X)$0$0$0
PETER W RILEY
ABOTA NATIONAL - APPOINTEE10.000.00Yes (X)$0$0$0
WAYNE A RITCHIE II
ABOTA NATIONAL - APPOINTEE10.000.00Yes (X)$0$0$0
RENE E ROTHAUGE
ABOTA NATIONAL - APPOINTEE10.000.00Yes (X)$0$0$0
WILLIAM R SIEBEN
ABOTA NATIONAL - APPOINTEE10.000.00Yes (X)$0$0$0
STEVEN A SPRINGER
ABOTA NATIONAL - APPOINTEE10.000.00Yes (X)$0$0$0
N DENISE TAYLOR
ABOTA NATIONAL - APPOINTEE10.000.00Yes (X)$0$0$0
WILLIAM M TOLES
ABOTA NATIONAL - APPOINTEE10.000.00Yes (X)$0$0$0
JOSHUA A WHITMAN
ABOTA NATIONAL - APPOINTEE10.000.00Yes (X)$0$0$0
LISH WHITSON
ABOTA NATIONAL - APPOINTEE10.000.00Yes (X)$0$0$0
EDWARD L HARDIN JR
ALABAMA - BOARD MEMBER10.000.00Yes (X)$0$0$0
FRANK J STAKELY
ALABAMA - BOARD MEMBER10.000.00Yes (X)$0$0$0
MARDA W SYDNOR
ALABAMA - BOARD MEMBER10.000.00Yes (X)$0$0$0
GARY A ZIPKIN
ALASKA - BOARD MEMBER10.000.00Yes (X)$0$0$0
TIM NEWSOM
AMARILLO - BOARD MEMBER10.000.00Yes (X)$0$0$0
BARRY D PETERSON
AMARILLO - BOARD MEMBER10.000.00Yes (X)$0$0$0
CHANNY F WOOD
AMARILLO - BOARD MEMBER10.000.00Yes (X)$0$0$0
DARRYL E BAKER
ARKANSAS - BOARD MEMBER10.000.00Yes (X)$0$0$0
STEVEN W QUATTLEBAUM
ARKANSAS - BOARD MEMBER10.000.00Yes (X)$0$0$0
TERESA WINELAND
ARKANSAS - BOARD MEMBER10.000.00Yes (X)$0$0$0
ROBERT C ALDEN
AUSTIN - BOARD MEMBER10.000.00Yes (X)$0$0$0
DAVID G HALPERN
AUSTIN - BOARD MEMBER10.000.00Yes (X)$0$0$0
SCOTT J SCHERR
BRYAN/COLLEGE STATION - BOARD MEMBER10.000.00Yes (X)$0$0$0
MICHAEL F PERLEY
BUFFALO - BOARD MEMBER10.000.00Yes (X)$0$0$0
MARK B CONNELY
CALIFORNIA COAST - BOARD MEMBER10.000.00Yes (X)$0$0$0
JOHN H HOWARD
CALIFORNIA COAST - BOARD MEMBER10.000.00Yes (X)$0$0$0
JOSEPH L AMOS JR
CENTRAL FLORIDA - BOARD MEMBER10.000.00Yes (X)$0$0$0
J SCOTT KIRK
CENTRAL FLORIDA - BOARD MEMBER10.000.00Yes (X)$0$0$0
RAFAEL E MARTINEZ
CENTRAL FLORIDA - BOARD MEMBER10.000.00Yes (X)$0$0$0
MARYBETH MCDONALD
CENTRAL FLORIDA - BOARD MEMBER10.000.00Yes (X)$0$0$0
MAX E WRIGHT
CENTRAL WEST TEXAS - BOARD MEMBER10.000.00Yes (X)$0$0$0
SUSAN C ROSEN
CHARLESTON - BOARD MEMBER10.000.00Yes (X)$0$0$0
JOSEPH W SHEA III
CINCINNATI - BOARD MEMBER10.000.00Yes (X)$0$0$0
NATALIE BROWN
COLORADO - BOARD MEMBER10.000.00Yes (X)$0$0$0
GILBERT A DICKINSON
COLORADO - BOARD MEMBER10.000.00Yes (X)$0$0$0
DEAN M CORDIANO
CONNECTICUT - BOARD MEMBER10.000.00Yes (X)$0$0$0
STEPHEN P FOGERTY
CONNECTICUT - BOARD MEMBER10.000.00Yes (X)$0$0$0
ANN HENNIS
CORPUS CHRISTI - BOARD MEMBER10.000.00Yes (X)$0$0$0
CARLYLE H CHAPMAN JR
DALLAS - BOARD MEMBER10.000.00Yes (X)$0$0$0
BRIAN P LAUTEN
DALLAS - BOARD MEMBER10.000.00Yes (X)$0$0$0
ELLEN A PRESBY
DALLAS - BOARD MEMBER10.000.00Yes (X)$0$0$0
MARQUETTE WILLIAM WOLF
DALLAS - BOARD MEMBER10.000.00Yes (X)$0$0$0
JACK B BALDWIN
EAST TEXAS - BOARD MEMBER10.000.00Yes (X)$0$0$0
GREGORY P LOVE
EAST TEXAS - BOARD MEMBER10.000.00Yes (X)$0$0$0
MARK E ANDERSON
EASTERN NORTH CAROLINA - BOARD MEMBER10.000.00Yes (X)$0$0$0
CHARLES A BENTLEY JR
EASTERN NORTH CAROLINA - BOARD MEMBER10.000.00Yes (X)$0$0$0
CHRISTINE O BOYD
EASTERN PENNSYLVANIA - BOARD MEMBER10.000.00Yes (X)$0$0$0
MARK J LEWINTER
EASTERN PENNSYLVANIA - BOARD MEMBER10.000.00Yes (X)$0$0$0
RICHARD A BONNER
EL PASO - BOARD MEMBER10.000.00Yes (X)$0$0$0
LAURA ENRIQUEZ
EL PASO - BOARD MEMBER10.000.00Yes (X)$0$0$0
ROBERT E ALDRICH JR
FORT WORTH - BOARD MEMBER10.000.00Yes (X)$0$0$0
ANDREW RUSSELL BLANK
GEORGIA - BOARD MEMBER10.000.00Yes (X)$0$0$0
S LESTER TATE III
GEORGIA - BOARD MEMBER10.000.00Yes (X)$0$0$0
FAYE MITSUE KOYANAGI
HAWAII - BOARD MEMBER10.000.00Yes (X)$0$0$0
GEORGE E CIRE JR
HOUSTON - BOARD MEMBER10.000.00Yes (X)$0$0$0
CYNTHIA DIGGS
HOUSTON - BOARD MEMBER10.000.00Yes (X)$0$0$0
ANDREW EDISON
HOUSTON - BOARD MEMBER10.000.00Yes (X)$0$0$0
DONALD HAMILTON KIDD
HOUSTON - BOARD MEMBER10.000.00Yes (X)$0$0$0
JOHN H KIM
HOUSTON - BOARD MEMBER10.000.00Yes (X)$0$0$0
JOHN W NEWTON III
HOUSTON - BOARD MEMBER10.000.00Yes (X)$0$0$0
PETE T PATTERSON
HOUSTON - BOARD MEMBER10.000.00Yes (X)$0$0$0
GWEN E RICHARD
HOUSTON - BOARD MEMBER10.000.00Yes (X)$0$0$0
MANPREET K SINGH
HOUSTON - BOARD MEMBER10.000.00Yes (X)$0$0$0
JERRY M YOUNG
HOUSTON - BOARD MEMBER10.000.00Yes (X)$0$0$0
WILLIAM J ROGERS
ILLINOIS - BOARD MEMBER10.000.00Yes (X)$0$0$0
TODD A SMITH
ILLINOIS - BOARD MEMBER10.000.00Yes (X)$0$0$0
TIMOTHY S TOMASIK
ILLINOIS - BOARD MEMBER10.000.00Yes (X)$0$0$0
ROBERT W JOHNSON
INDIANA - BOARD MEMBER10.000.00Yes (X)$0$0$0
KEVIN C SCHIFERL
INDIANA - BOARD MEMBER10.000.00Yes (X)$0$0$0
STEPHEN E DOOHEN
IOWA - BOARD MEMBER10.000.00Yes (X)$0$0$0
FREDERICK W JAMES
IOWA - BOARD MEMBER10.000.00Yes (X)$0$0$0
JOHN J SCHICKEL SR
JACKSONVILLE - BOARD MEMBER10.000.00Yes (X)$0$0$0
JOHN W JOHNSON
KANSAS - BOARD MEMBER10.000.00Yes (X)$0$0$0
DAVID D TOWLER
LAREDO - BOARD MEMBER10.000.00Yes (X)$0$0$0
DEBORAH CHANG
LOS ANGELES - BOARD MEMBER10.000.00Yes (X)$0$0$0
JOHN K COURTNEY
LOS ANGELES - BOARD MEMBER10.000.00Yes (X)$0$0$0
MOSES LEBOVITS
LOS ANGELES - BOARD MEMBER10.000.00Yes (X)$0$0$0
ROBERT A MORGENSTERN
LOS ANGELES - BOARD MEMBER10.000.00Yes (X)$0$0$0
WENDELL MORTIMER JR
LOS ANGELES - BOARD MEMBER10.000.00Yes (X)$0$0$0
ROBERT B PACKER
LOS ANGELES - BOARD MEMBER10.000.00Yes (X)$0$0$0
JAMES R ROSEN
LOS ANGELES - BOARD MEMBER10.000.00Yes (X)$0$0$0
LINDA MILLER SAVITT
LOS ANGELES - BOARD MEMBER10.000.00Yes (X)$0$0$0
MICHAEL SCHONBUCH
LOS ANGELES - BOARD MEMBER10.000.00Yes (X)$0$0$0
WALTER M YOKA
LOS ANGELES - BOARD MEMBER10.000.00Yes (X)$0$0$0
DON S MCKINNEY
LOUISIANA - BOARD MEMBER10.000.00Yes (X)$0$0$0
PATRICK C SIMEK
LUBBOCK - BOARD MEMBER10.000.00Yes (X)$0$0$0
KEVIN J MCCARTHY
MARYLAND - BOARD MEMBER10.000.00Yes (X)$0$0$0
CHRISTOPHER A DUGGAN
MASSACHUSETTS - BOARD MEMBER10.000.00Yes (X)$0$0$0
RUSSELL X POLLOCK
MASSACHUSETTS - BOARD MEMBER10.000.00Yes (X)$0$0$0
OSCAR J CABANAS
MIAMI - BOARD MEMBER10.000.00Yes (X)$0$0$0
JOSEPH J KALBAC JR
MIAMI - BOARD MEMBER10.000.00Yes (X)$0$0$0
MICHAEL A MULLEN
MIAMI - BOARD MEMBER10.000.00Yes (X)$0$0$0
MANUEL A REBOSO
MIAMI - BOARD MEMBER10.000.00Yes (X)$0$0$0
ROBERT H DARLING
MICHIGAN - BOARD MEMBER10.000.00Yes (X)$0$0$0
ROBERT F RILEY
MICHIGAN - BOARD MEMBER10.000.00Yes (X)$0$0$0
JAMES E TAMM
MICHIGAN - BOARD MEMBER10.000.00Yes (X)$0$0$0
ROBERT J KING JR
MINNESOTA - BOARD MEMBER10.000.00Yes (X)$0$0$0
CHRIS MESSERLY
MINNESOTA - BOARD MEMBER10.000.00Yes (X)$0$0$0
PAUL D PETERSON
MINNESOTA - BOARD MEMBER10.000.00Yes (X)$0$0$0
GEORGE W SOULE
MINNESOTA - BOARD MEMBER10.000.00Yes (X)$0$0$0
JOHN A BANAHAN
MISSISSIPPI - BOARD MEMBER10.000.00Yes (X)$0$0$0
TERESE A DREW
MISSOURI/SOUTHERN ILLINOIS - BOARD MEMBER10.000.00Yes (X)$0$0$0
PATRICK J HAGERTY
MISSOURI/SOUTHERN ILLINOIS - BOARD MEMBER10.000.00Yes (X)$0$0$0
MIKEL L MOORE
MONTANA - BOARD MEMBER10.000.00Yes (X)$0$0$0
STEPHEN L AHL
NEBRASKA - BOARD MEMBER10.000.00Yes (X)$0$0$0
ROBERT S LANNIN
NEBRASKA - BOARD MEMBER10.000.00Yes (X)$0$0$0
KELLY G HAMER
NORTH FLORIDA - BOARD MEMBER10.000.00Yes (X)$0$0$0
KENNETH M BROWN
NORTHERN NEW JERSEY - BOARD MEMBER10.000.00Yes (X)$0$0$0
ROBERT G HICKS
NORTHERN NEW JERSEY - BOARD MEMBER10.000.00Yes (X)$0$0$0
BRIAN G STELLER
NORTHERN NEW JERSEY - BOARD MEMBER10.000.00Yes (X)$0$0$0
JOSEPH A GERLING
OHIO - BOARD MEMBER10.000.00Yes (X)$0$0$0
JAY HARRIS
OHIO - BOARD MEMBER10.000.00Yes (X)$0$0$0
MONTY BOTTOM
OKLAHOMA - BOARD MEMBER10.000.00Yes (X)$0$0$0
DAN S FOLLUO
OKLAHOMA - BOARD MEMBER10.000.00Yes (X)$0$0$0
SEAN M BURKE
ORANGE COUNTY - BOARD MEMBER10.000.00Yes (X)$0$0$0
DOUGLAS M DEGRAVE
ORANGE COUNTY - BOARD MEMBER10.000.00Yes (X)$0$0$0
ERIC V TRAUT
ORANGE COUNTY - BOARD MEMBER10.000.00Yes (X)$0$0$0
DEBORAH S TROPP
ORANGE COUNTY - BOARD MEMBER10.000.00Yes (X)$0$0$0
CHRISTOPHER P WESIERSKI
ORANGE COUNTY - BOARD MEMBER10.000.00Yes (X)$0$0$0
BRIAN C DRETKE
OREGON - BOARD MEMBER10.000.00Yes (X)$0$0$0
DAVID P MORRISON
OREGON - BOARD MEMBER10.000.00Yes (X)$0$0$0
BRUCE M RAMSEY
PALM BEACH - BOARD MEMBER10.000.00Yes (X)$0$0$0
LISA A DURAN
PHOENIX - BOARD MEMBER10.000.00Yes (X)$0$0$0
BENJAMIN J ENGLE
RENO - BOARD MEMBER10.000.00Yes (X)$0$0$0
JOHN J BARTON
RHODE ISLAND - BOARD MEMBER10.000.00Yes (X)$0$0$0
ALISON D KENNAMER
RIO GRANDE VALLEY - BOARD MEMBER10.000.00Yes (X)$0$0$0
DAVID IRA BROWN
SACRAMENTO VALLEY - BOARD MEMBER10.000.00Yes (X)$0$0$0
LETTY LITCHFIELD
SACRAMENTO VALLEY - BOARD MEMBER10.000.00Yes (X)$0$0$0
D MARC LYDE
SACRAMENTO VALLEY - BOARD MEMBER10.000.00Yes (X)$0$0$0
DANIEL E WILCOXEN
SACRAMENTO VALLEY - BOARD MEMBER10.000.00Yes (X)$0$0$0
TIM T GRIESENBECK JR
SAN ANTONIO - BOARD MEMBER10.000.00Yes (X)$0$0$0
DANIEL JT SCIANO
SAN ANTONIO - BOARD MEMBER10.000.00Yes (X)$0$0$0
V ANDRE REKTE
SAN BERNARDINO/RIVERSIDE - BOARD MEMBER10.000.00Yes (X)$0$0$0
RICHARD L SCOTT
SAN BERNARDINO/RIVERSIDE - BOARD MEMBER10.000.00Yes (X)$0$0$0
EDWARD D CHAPIN
SAN DIEGO - BOARD MEMBER10.000.00Yes (X)$0$0$0
VINCENT P DI FIGLIA
SAN DIEGO - BOARD MEMBER10.000.00Yes (X)$0$0$0
MONTY A MCINTYRE
SAN DIEGO - BOARD MEMBER10.000.00Yes (X)$0$0$0
DOUGLAS F WALTERS
SAN DIEGO - BOARD MEMBER10.000.00Yes (X)$0$0$0
DORIS CHENG
SAN FRANCISCO - BOARD MEMBER10.000.00Yes (X)$0$0$0
WILMA J GRAY
SAN FRANCISCO - BOARD MEMBER10.000.00Yes (X)$0$0$0
RALPH A LOMBARDI
SAN FRANCISCO - BOARD MEMBER10.000.00Yes (X)$0$0$0
J KEVIN MORRISON
SAN FRANCISCO - BOARD MEMBER10.000.00Yes (X)$0$0$0
CRAIG M PETERS
SAN FRANCISCO - BOARD MEMBER10.000.00Yes (X)$0$0$0
ROBERT M PETERSON
SAN FRANCISCO - BOARD MEMBER10.000.00Yes (X)$0$0$0
WILLIAM B SMITH
SAN FRANCISCO - BOARD MEMBER10.000.00Yes (X)$0$0$0
DAVID K COHN
SAN JOAQUIN VALLEY - BOARD MEMBER10.000.00Yes (X)$0$0$0
ROSEMARY T MCGUIRE
SAN JOAQUIN VALLEY - BOARD MEMBER10.000.00Yes (X)$0$0$0
LAURIE S ZIMMERMAN
SARASOTA/BRADENTON - BOARD MEMBER10.000.00Yes (X)$0$0$0
CLARENCE DAVIS
SOUTH CAROLINA - BOARD MEMBER10.000.00Yes (X)$0$0$0
SAMUEL W OUTTEN
SOUTH CAROLINA - BOARD MEMBER10.000.00Yes (X)$0$0$0
DOUGLAS F PATRICK
SOUTH CAROLINA - BOARD MEMBER10.000.00Yes (X)$0$0$0
WILLIAM C GARRY
SOUTH DAKOTA - BOARD MEMBER10.000.00Yes (X)$0$0$0
GARY P THIMSEN
SOUTH DAKOTA - BOARD MEMBER10.000.00Yes (X)$0$0$0
EUGENE C BROOKS IV
SOUTHEASTERN GEORGIA - BOARD MEMBER10.000.00Yes (X)$0$0$0
MICHAEL S BERGER
SOUTHERN NEW JERSEY - BOARD MEMBER10.000.00Yes (X)$0$0$0
C HOWARD HUNTER
TAMPA BAY - BOARD MEMBER10.000.00Yes (X)$0$0$0
KEVIN MCLAUGHLIN
TAMPA BAY - BOARD MEMBER10.000.00Yes (X)$0$0$0
AUBREY B HARWELL JR
TENNESSEE - BOARD MEMBER10.000.00Yes (X)$0$0$0
CLINTON L KELLY
TENNESSEE - BOARD MEMBER10.000.00Yes (X)$0$0$0
GARY K SMITH
TENNESSEE - BOARD MEMBER10.000.00Yes (X)$0$0$0
JULIANNE BLANCH
UTAH - BOARD MEMBER10.000.00Yes (X)$0$0$0
IRVIN V CANTOR
VIRGINIA - BOARD MEMBER10.000.00Yes (X)$0$0$0
JOHN R OWEN
VIRGINIA - BOARD MEMBER10.000.00Yes (X)$0$0$0
ELIZABETH M FRALEY
WACO - BOARD MEMBER10.000.00Yes (X)$0$0$0
BRUCE MEGARD
WASHINGTON - BOARD MEMBER10.000.00Yes (X)$0$0$0
JANE MORROW
WASHINGTON - BOARD MEMBER10.000.00Yes (X)$0$0$0
J DARRIN SMITH
WASHINGTON - BOARD MEMBER10.000.00Yes (X)$0$0$0
JAMES A VARNER
WEST VIRGINIA - BOARD MEMBER10.000.00Yes (X)$0$0$0
W THOMPSON COMERFORD JR
WESTERN NORTH CAROLINA - BOARD MEMBER10.000.00Yes (X)$0$0$0
MARK E LARSON
WISCONSIN - BOARD MEMBER10.000.00Yes (X)$0$0$0
SCOTT E ORTIZ
WYOMING - BOARD MEMBER10.000.00Yes (X)$0$0$0
BRYAN TYSON
EXECUTIVE DIRECTOR32.008.00Yes (X)$193,892$48,473$62,073
SARAH WAHLERT-KERSH
ASSOCIATE EXECUTIVE DIRECTOR37.552.45$132,644$8,467$27,890Yes (X)
MOLLY MCDONALD
ASSOCIATE EXECUTIVE DIRECTOR0.0037.50$0$105,500$34,651Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$326,536TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$162,440TotReportableCompRltdOrgAmt
Total Other Compensation$124,614TotalOtherCompensationAmt
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$2,547,327MembershipDuesAmt
All Other Contributions$59,060AllOtherContributionsAmt
Total Contributions$2,606,387TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$127,844TotalRevenueColumnAmt
Exclusion$127,844ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$29,368SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$12,216SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$17,152SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$17,152TotalRevenueColumnAmt
Exclusion$17,152ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescVOIR DIRE ADVERTISINGDesc
Business511190BusinessCd
Total Revenue Column$2,474TotalRevenueColumnAmt
Unrelated Business Revenue$2,474UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,474OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,753,857TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$2,474UnrelatedBusinessRevenueAmt
Exclusion$144,996ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$37,400TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$243,551TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$340,159TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$21,716TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$66,347TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$35,387TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$21,371TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$53,629TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$106,483TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$13,462TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$101,086TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$175,156TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$677,773TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$30,000TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$7,748TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
LEGISLATIVE ANALYSIS$127,837
PUBLICATIONS AND COMMUN$79,314
PLAQUES AND AWARDS$32,231
EQUIPMENT RENT AND MAIN$13,587

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,184,237TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$165,323BOYAmt
EOY$290,086EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,261,737BOYAmt
EOY$2,657,348EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$268,993BOYAmt
EOY$187,144EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$371,849LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$220,557LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$52,174BOYAmt
EOY$151,292EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,113,393BOYAmt
EOY$2,555,422EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,861,620BOYAmt
EOY$5,841,292EOYAmt

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$4,861,620BOYAmt
EOY$5,841,292EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,861,620BOYAmt
EOY$5,841,292EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,861,620BOYAmt
EOY$5,841,292EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$569,620ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$328,203NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$81,849OtherChangesInNetAssetsAmt
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 Nonded0SubstantiallyAllDuesNondedInd
Only In House LobbyingYes (1)OnlyInHouseLobbyingInd
Agree Carryover Prior Year0AgreeCarryoverPriorYearInd

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,328OtherCostOrOtherBasisAmt
Depreciation$12,368DepreciationAmt
Book Value$960BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$80,792OtherCostOrOtherBasisAmt
Depreciation$69,622DepreciationAmt
Book Value$11,170BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$277,729OtherCostOrOtherBasisAmt
Depreciation$138,567DepreciationAmt
Book Value$139,162BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$151,292TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
INVESTMENTS - OTHER SECURITIES$2,349,613F
RESTRICED INVESTMENT - LEGISLATIVE ANALYSIS FUND$205,809F
FieldValueIRS element (for citing)
Total Book Value Securities$2,555,422TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,391,012TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$328,203NetUnrealizedGainsInvstAmt
Revenue Not Reported$328,203RevenueNotReportedAmt
Revenue Subtotal$2,062,809RevenueSubtotalAmt
Other Revenues Not Included$691,048OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$691,048RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,753,857TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,187,482TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$3,245OtherExpensesIncludedAmt
Expenses Not Reported$3,245ExpensesNotReportedAmt
Expenses Subtotal$2,184,237ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,184,237TotalExpensesPerForm990Amt

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, 2019, 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 2015.
PART XI, LINE 4B - OTHER ADJUSTMENTS:ACCRUAL TO CASH ADJUSTMENT 691,048.
PART XII, LINE 2D - OTHER ADJUSTMENTS:ACCRUAL TO CASH ADJUSTMENT 3,245.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
LOYOLA JOURNALIST LAW SCHOOL
1 LMU DR 4900LOS ANGELESCA90045951643334501(C)(3)$15,000GENERAL SUPPORT
UNIVERSITY OF SOUTH CAROLINA SCHOOL OF LAW
1600 HAMPTON STCOLUMBIASC29208576001153GOVERNMENT$15,000GENERAL SUPPORT
NATIONAL JUDICIAL COLLEGE
1664 N VIRGINIA ST 358RENONV89557942427596501(C)(3)$5,000GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt

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
BRYAN TYSON
EXECUTIVE DIRECTOR$193,892$48,473$0$0$0$0$19,389$4,847$30,270$7,567$243,551$60,887$0$0
SARAH WAHLERT-KERSH
ASSOCIATE EXECUTIVE DIRECTOR$132,644$8,467$0$0$0$0$13,264$847$12,952$827$158,860$10,141$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 81,849.
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 Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
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$156,374FMV
FOUNDATION OF THE AMERICAN BOARD OF TRIAL ADVOCATES
O$1,204,485FMV
AMERICAN BOARD OF TRIAL ADVOCATES-GROUP
C$28,580FMV

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