DEFENSE RESEARCH INSTITUTE INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DEFENSE RESEARCH INSTITUTE INC (EIN 39-0978501)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202533169349307918
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T16:14:38-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521446779 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON LAMBERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4242 SIX FORKS ROAD SUITE 1500 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 |
| Phone | 3127951101 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J CALVIN MARKS | PreparerPersonNm |
| PTIN | P01226973 | PTIN |
| Phone | 9197196400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DRI - VOICE OF THE DEFENSE BAR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DEAN MARTINEZ | PrincipalOfficerNm |
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 | $17,781,828 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | 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 | 53 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | $837,350 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,901,769 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,547,247 | CYProgramServiceRevenueAmt |
| PY Investment Income | $314,272 | PYInvestmentIncomeAmt |
| CY Investment Income | $736,212 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,312,950 | PYOtherRevenueAmt |
| CY Other Revenue | $1,291,675 | CYOtherRevenueAmt |
| PY Total Revenue | $11,528,991 | PYTotalRevenueAmt |
| CY Total Revenue | $12,575,134 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,011,148 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,911,837 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,677,592 | PYOtherExpensesAmt |
| CY Other Expenses | $6,651,289 | CYOtherExpensesAmt |
| PY Total Expenses | $11,688,740 | PYTotalExpensesAmt |
| CY Total Expenses | $12,563,126 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$159,749 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $12,008 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,623,102 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,969,724 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,056,406 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,854,410 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,566,696 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,115,314 | 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 FOLES: 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 CELEBRAT 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 | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | THE DEFENSE RESEARCH INSTITUTE OFFERS A VARIETY OF SEMINARS, WEB CONFERENCES, AND WEB-CASTS THROUGHOUT THE YEAR THAT KEEPS THE ORGANIZATION MEMBERS INFORMED ABOUT CURRENT ISSUES INVOLVING LAW AND RELATED AREAS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 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 KOWLEDGE OF MEMBERS IN LAW AND RELATED AREAS. DRI ALSO PUBLISHES FOR THE DEFENSE THE ONLY NATIONAL MONTHY 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 UNIQURE COMBINATION OF FEATURE FULL-LENGTH ARTICLES WRRITEN BY EXPERIENCED DRI MEMBERS AND SUBSTANTIVE INFORMATION AND REPORTS ACQUIRED FROM LEADING CONTENT PROVIDERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 33 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 53 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 37 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| 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 STE 1870 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (55 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DEAN MARTINEZ | ||||||||
| CEO | 35.00 | 1.00 | Yes (X) | Yes (X) | $572,700 | $0 | $62,622 | |
| ANNE M TALCOTT | ||||||||
| PRESIDENT | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| R JEFFREY LOWE | ||||||||
| PRESIDENT-ELECT | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JILL CRANSTON RICE | ||||||||
| FIRST VICE PRESIDENT | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SARA M TURNER | ||||||||
| SECOND VICE PRESIDENT | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICARDO A WOODS | ||||||||
| SECRETARY-TREASURER | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LANA A OLSON | ||||||||
| IMMEDIATE PAST-PRESIDENT (TO OCT '24) | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PATRICK J SWEENEY | ||||||||
| IMMEDIATE PAST-PRESIDENT | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| J DOMINIC CAMPODONICO | ||||||||
| DIRECTOR (FROM OCT '24) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL D CARTER | ||||||||
| DIRECTOR (TO OCT '24) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARIE E CHAFE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| AMANDA M CIALKOWSKI | ||||||||
| DIRECTOR (FROM OCT '24) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JODY C CORBETT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHELLE THURBER CZAPSKI | ||||||||
| DIRECTOR (FROM OCT '24) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES P CRAIG | ||||||||
| DIRECTOR (TO OCT '24) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL L DAILEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARIO J DELANO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DESSI N DAY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STACY L DOUGLAS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CATHERINE C DUGAN | ||||||||
| DIRECTOR (TO OCT '24) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DYAN J EBERT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SLATER C ELZA | ||||||||
| DIRECTOR (FROM OCT '24) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HEIDI G GOEBEL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARC H HARWELL | ||||||||
| DIRECTOR (FROM OCT '24) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW S HEFFLEFINGER | ||||||||
| DIRECTOR (TO OCT '24) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES W HEHNER | ||||||||
| DIRECTOR (TO OCT '24) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID L JONES | ||||||||
| DIRECTOR (TO OCT '24) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DONNA M LAMONTAGNE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW J LAVISKY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CATHERINE A LEATHERWOOD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RENEE W LIVINGSTON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BETH A LOCHMILLER | ||||||||
| DIRECTOR (FROM OCT '24) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL A MALIA | ||||||||
| DIRECTOR (FROM OCT '24) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS J MARONEY | ||||||||
| DIRECTOR (TO OCT '24) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JUAN M MARQUEZ JR | ||||||||
| DIRECTOR (FROM OCT '24) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CRAIG A MARVINNEY | ||||||||
| DIRECTOR (TO OCT '24) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM K MCVISK | ||||||||
| DIRECTOR (FROM OCT '24) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MORGAN J MILNER | ||||||||
| DIRECTOR (FROM OCT '24) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW T NELSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN O PLUNKETT | ||||||||
| DIRECTOR (TO OCT '24) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER J PYLES | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RACHEL TALLON REYNOLDS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHELE Y SMITH | ||||||||
| DIRECTOR (TO OCT '24) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TRACEY L TURNBULL | ||||||||
| DIRECTOR (TO OCT '24) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER B TURNEY | ||||||||
| DIRECTOR (FROM OCT '24) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TANNER J WALLS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIELLE M WALTZ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALBERT BARCLAY WONG | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEKSANDRA ZIVANOVIC | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SEAN M DOLAN | ||||||||
| COO | 35.00 | Yes (X) | $303,967 | $0 | $60,832 | |||
| THOMAS FOLEY | ||||||||
| VP, ENGAGEMENT | 35.00 | $183,907 | $0 | $31,962 | Yes (X) | |||
| LAURIE MILLER | ||||||||
| VP, PROGRAMMING | 35.00 | $155,311 | $0 | $24,097 | Yes (X) | |||
| JAMES LAHEY | ||||||||
| VP, DPS ASSOCIATION MANAGEMENT | 35.00 | $145,450 | $0 | $35,627 | Yes (X) | |||
| MALIK ALANSARI | ||||||||
| DIRECTOR OF FINANCE AND OPERATIONS | 35.00 | $137,023 | $0 | $42,662 | Yes (X) | |||
| GLENDA F WEAVER | ||||||||
| DIRECTOR, IT | 35.00 | $133,286 | $0 | $25,105 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,631,644 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $282,907 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HYATT | |||||
| 150 N RIVERSIDE PLAZA | CHICAGO | IL | 60606 | HOTEL SERVICES | $719,799 |
| MARRIOTT | |||||
| 7750 WISCONSIN AVE | BETHESDA | MD | 20814 | HOTEL SERVICES | $469,858 |
| SHERATON NY TIMES SQUARE | |||||
| 811 7TH AVE W 53RD ST | NEW YORK | NY | 10019 | HOTEL SERVICES | $226,341 |
| REMEMBERS (IMPEXIUM) | |||||
| PO BOX 1478 | SPOTSYLVANIA | VA | 22553 | CLOUD BASED AGENCY MGMT SERVICES | $220,450 |
| HILTON HOTELS | |||||
| 1919 CONNECTICUT AVE NW | WASHINGTON | DC | 20009 | HOTEL SERVICES | $207,688 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|---|
| SEMINARS | 900099 | $6,691,585 | $1,770,588 | $4,920,997 | |
| MEMBERSHIP DUES | 900099 | $3,191,334 | $3,191,334 | ||
| ANNUAL MEETING | 900099 | $661,508 | $410,308 | $203,000 | $48,200 |
| PUBLICATIONS | 541800 | $2,820 | $2,740 | $80 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,547,247 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $297,570 | TotalRevenueColumnAmt |
| Exclusion | $297,570 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $459,855 | TotalRevenueColumnAmt |
| Exclusion | $459,855 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $36,000 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $36,000 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,000 | TotalRevenueColumnAmt |
| Exclusion | $36,000 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,645,336 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,206,694 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $438,642 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $438,642 | TotalRevenueColumnAmt |
| Exclusion | $438,642 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|
| MANAGEMENT FEES | 561000 | $781,871 | $781,871 |
| JOB BOARD REVENUE | 900099 | $7,199 | $7,199 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,750 | TotalRevenueColumnAmt |
| Exclusion | $6,750 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $795,820 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,575,134 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,374,970 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $837,350 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,362,814 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000,121 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,697,598 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,473 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $632,058 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $367,587 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,844 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,157 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,552 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,877 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,819 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $440,867 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $688,301 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $805,170 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $918,570 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,538,732 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,705 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,621 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,525 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| CREDIT CARD FEES | $236,816 |
| SPECIAL PROJECTS | $198,068 |
| PERIODICAL COSTS | $8,241 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,424 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,563,126 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $813,625 | BOYAmt |
| EOY | $302,900 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $602,418 | BOYAmt |
| EOY | $200,243 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $623,252 | BOYAmt |
| EOY | $579,026 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $760,459 | BOYAmt |
| EOY | $856,403 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $929,416 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $585,944 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $352,463 | BOYAmt |
| EOY | $343,472 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,539,502 | BOYAmt |
| EOY | $11,810,962 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,043 | BOYAmt |
| EOY | $338,541 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,928,340 | BOYAmt |
| EOY | $2,538,177 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,623,102 | BOYAmt |
| EOY | $16,969,724 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $936,953 | BOYAmt |
| EOY | $1,096,997 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,761,001 | BOYAmt |
| EOY | $1,965,145 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,128,965 | BOYAmt |
| EOY | $934,689 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,229,487 | BOYAmt |
| EOY | $2,857,579 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,056,406 | BOYAmt |
| EOY | $6,854,410 | 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 | $9,566,696 | BOYAmt |
| EOY | $10,115,314 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,566,696 | BOYAmt |
| EOY | $10,115,314 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,623,102 | BOYAmt |
| EOY | $16,969,724 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $12,008 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $524,618 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $11,992 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | Yes (1) | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $198,487 | OtherCostOrOtherBasisAmt |
| Depreciation | $66,761 | DepreciationAmt |
| Book Value | $131,726 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $730,929 | OtherCostOrOtherBasisAmt |
| Depreciation | $519,183 | DepreciationAmt |
| Book Value | $211,746 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $343,472 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE ASSET | Desc |
| Book Value | $2,538,177 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,538,177 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE LIABILITY | $2,856,708 |
| DUE TO AFFILLIATES | $871 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,857,579 | TotalLiabilityAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DEAN MARTINEZ | ||||||||||||||
| CEO | $520,200 | $0 | $52,500 | $0 | $0 | $0 | $20,700 | $0 | $41,922 | $0 | $635,322 | $0 | $0 | $0 |
| SEAN M DOLAN | ||||||||||||||
| COO | $276,142 | $0 | $27,825 | $0 | $0 | $0 | $17,862 | $0 | $42,970 | $0 | $364,799 | $0 | $0 | $0 |
| THOMAS FOLEY | ||||||||||||||
| VP, ENGAGEMENT | $167,212 | $0 | $16,695 | $0 | $0 | $0 | $11,238 | $0 | $20,724 | $0 | $215,869 | $0 | $0 | $0 |
| JAMES LAHEY | ||||||||||||||
| VP, DPS ASSOCIATION MANAGEMENT | $131,450 | $0 | $14,000 | $0 | $0 | $0 | $9,240 | $0 | $26,387 | $0 | $181,077 | $0 | $0 | $0 |
| MALIK ALANSARI | ||||||||||||||
| DIRECTOR OF FINANCE AND OPERATIONS | $127,938 | $0 | $9,085 | $0 | $0 | $0 | $8,741 | $0 | $33,921 | $0 | $179,685 | $0 | $0 | $0 |
| LAURIE MILLER | ||||||||||||||
| VP, PROGRAMMING | $141,311 | $0 | $14,000 | $0 | $0 | $0 | $8,706 | $0 | $15,391 | $0 | $179,408 | $0 | $0 | $0 |
| GLENDA F WEAVER | ||||||||||||||
| DIRECTOR, IT | $128,099 | $0 | $5,187 | $0 | $0 | $0 | $8,228 | $0 | $16,877 | $0 | $158,391 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION'S MEMBERS INCLUDE INDIVIDUAL MEMBERS AND CORPORATE MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | DURING EACH CALENDAR YEAR THERE IS AN ELECTION OF THE SECOND VICE PRESIDENT, THE SECRETARY-TREASURER, FOUR MEMBERS OF THE BOARD OF DIRECTORS ELECTED NATIONALLY, AND FOUR MEMBERS OF THE BOARD OF DIRECTORS ELECTED BY REGION. |
| FORM 990, PART VI, SECTION B, LINE 11B | 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, SECTION B, LINE 12C | 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, SECTION B, LINE 15 | AT YEAR END, THE DEFENSE RESEARCH INSTITUTE OFFICERS DETERMINE AND APPROVE THE CEO'S SALARY AND BONUS. FOR THE PROCESS, THERE IS A WRITTEN EMPLOYMENT CONTRACT THAT IS UTILIZED AS WELL AS COMPENSATION SURVERYS, OTHER FORMS 990 OF SIMILAR SIZE ORGANIZATIONS AND A COMPENSATION COMMITTEE THAT IS COMPRISED OF OFFICERS OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATES, 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 XI, LINE 9: | REFUND WRITE-OFFS 55,723. BAD DEBT EXPENSE -43,731. |
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 | $781,871 | TotalIncomeAmt |
| End Of Year Assets | $231,827 | 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 | 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) | LINE 7 | DRI | Yes (1) |
| THE DRI FOUNDATION | ||||||||||
| 222 S RIVERSIDE PLAZA STE 18070 | CHICAGO | IL | 60606 | 352516868 | PHILANTHROPIC ARM OF DRI | IL | 501(C)(3) | LINE 12B, II | DRI | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| NATIONAL FOUNDATION FOR JUDICIAL EXCELLENCE | ||
| L | $51,243 | COST |
| NATIONAL FOUNDATION FOR JUDICIAL EXCELLENCE | ||
| Q | $174,572 | COST |