2018-06-14T09:42:55-05:00 2017-07-31 521855942 Tate and Tryon 2021 L Street NW Suite 400 Washington DC 20036 990 2016-08-01 042114561 AMERICAN ASSOCIATION FOR JUSTICE AMER 2029653500 777 6TH STREET No 200 WASHINGTON DC 20001 Anne Enos COO 2029653500 2018-06-14 1 Elizabeth Heller P00397829 2022932200 2016 2022-09-23 18:48:47Z Linda Lipsen 777 6TH STREET No 200 WASHINGTON DC 20001 32373602 0 X WWW.JUSTICE.ORG X 1977 DC THE AMERICAN ASSOCIATION FOR JUSTICE PROMOTES JUSTICE AND FAIRNESS FOR INJURED PERSONS, SAFEGUARDS VICTIM'S RIGHTS, AND STRENGTHENS THE CIVIL JUSTICE SYSTEM THROUGH EDUCATION AND DISCLOSURE OF INFORMATION CRITICAL TO PUBLIC HEALTH AND SAFETY. 314 314 133 400 1527332 0 1121481 6141971 22976915 24368220 -4199 14488 764980 898546 24859177 31423225 1729475 1135048 0 0 10548803 12043208 0 0 0 14901151 13563874 27179429 26742130 -2320252 4681095 7843440 12135100 15903477 15753288 -8060037 -3618188 X The Mission of The Association shall be to:Seek justice for all...Preserve the constitutional right to trial by jury...Prevent injury from occurring...Champion the cause of those who deserve redress for injury to person or property...Promote the public good through concerted efforts to secure safe products, a safe workplace, a clean environment, and quality health care...Further the rule of law and the civil justice system, and protect the rights of the accused...Inspire excellence in advocacy through training and education...Encourage cooperation among members...Advance the common law and the finest traditions of jurisprudence...Uphold the honor and dignity of the legal profession and the highest standards of ethical conduct and integrity. 0 0 Public Affairs - Monitoring state and federal legislative and regulatory activities affecting the trial law profession. Membership services - offered to further the mission of the American Association for Justice, include the following:--Conventions - Information exchange through meetings and education held twice a year for members; more than 2,000 lawyers attend conventions--Legal Research- Gathering case materials and decisions, verdicts and settlements, and state and federal legislative and regulatory activities affecting the trial law profession and sharing materials and knowledge among members--Member Groups-Information exchange and sharing knowledge about the trial law profession through four caucuses, a division, 18 sections, and more than 100 litigation groups.--Publications-Trial Magazine, which provides timely, relevant, and practical news and information that our members can apply in their trial law profession, sent to all members as well as some judges and law libraries, published in print monthly; trial news, the magazine's twice-monthly e-newsletter, goes to all AAJ members every other Thursday; practice-specific Law Reporters, which provide case facts, decisions, settlements and verdicts , and experts, published in print bimonthly and online monthly; and, member group newsletters, covering legislative issues, case developments, practice tips, and trial techniques, delivered online two to four times a year. National Campaign Support - The National Capital Support Program represents the PAC, which is a nonprofit, unincorporated Multi-Candidate Political Action Committee that is not affiliated with any political party or candidate. The PAC solicits, accepts, and receives voluntary and personal political contributions and makes distributions to support candidacies of selected individuals for federal elective public office, as well as authorized political committees. The PAC is a separate segregated fund exempt from tax on contributions under Section 527, but subject to income tax on its investment income. 0 1 1 1 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 77 0 1 133 1 1 1 0 0 0 1 1 0 X 314 314 1 0 1 0 1 1 1 1 1 0 1 0 1 1 1 1 1 1 1 0 0 X MARY K BERGE 2029653500 777 6TH STREET No 200 WASHINGTON DC 20001 Julie Braman Kane AAJ President 1.00 1.00 X X 0 0 0 Elise R Sanguinetti AAJ Vice President 1.00 1.00 X X 0 0 0 Kathleen L Nastri AAJ President-Elect 1.00 1.00 X X 0 0 0 Bruce H Stern AAJ Secretary 1.00 1.00 X X 0 0 0 Tobias L Millrood AAJ Treasurer 1.00 1.00 X X 0 0 0 Navan Ward AAJ Parliamentarian 1.00 1.00 X X 0 0 0 Larry A Tawwater AAJ Immediate Past President 1.00 1.00 X 0 0 0 A C Richard Parsons Board Member 1.00 1.00 X 0 0 0 Carlos Villacorta Board Member 1.00 1.00 X 0 0 0 Claire Wilkinson Board Member 1.00 1.00 X 0 0 0 Craig M Peters Board Member 1.00 1.00 X 0 0 0 Francisco J Rodriguez Board Member 1.00 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1.00 X 0 0 0 J D Lee AAJ Past President 1.00 1.00 X 0 0 0 Kathleen Flynn Peterson AAJ Past President 1.00 2.00 X 0 0 0 Kenneth M Suggs AAJ Past President 1.00 1.00 X 0 0 0 Larry S Stewart AAJ Past President 1.00 2.00 X 0 0 0 Leo V Boyle AAJ Past President 1.00 1.00 X 0 0 0 Les Weisbrod AAJ Past President 1.00 1.00 X 0 0 0 Lewis S Mike Eidson AAJ Past President 1.00 1.00 X 0 0 0 Mark S Mandell AAJ Past President 1.00 1.00 X 0 0 0 Mary Alice McLarty AAJ Past President 1.00 1.00 X 0 0 0 Mary E Alexander AAJ Past President 1.00 1.00 X 0 0 0 Michael C Maher AAJ Past President 1.00 1.00 X 0 0 0 Pamela Anagnos Liapakis AAJ Past President 1.00 1.00 X 0 0 0 Peter Perlman AAJ Past President 1.00 1.00 X 0 0 0 Richard D Hailey AAJ Past President 1.00 1.00 X 0 0 0 Richard H Middleton AAJ Past President 1.00 1.00 X 0 0 0 Richard M Markus AAJ Past President 1.00 1.00 X 0 0 0 Robert L Habush AAJ Past President 1.00 2.00 X 0 0 0 Roxanne Barton Conlin AAJ Past President 1.00 2.00 X 0 0 0 Russ M Herman AAJ Past President 1.00 1.00 X 0 0 0 Todd A Smith AAJ Past President 1.00 2.00 X 0 0 0 Linda Lipsen Chief Executive Officer 35.50 2.00 X 770384 43402 113079 Charles N Jeffress chief operating off. (thru Feb '17) 30.50 7.00 X 215242 49399 24953 Anne B Enos Chief Operating Officer 30.50 7.00 X 143050 32831 8755 Mary K Berge Chief Financial Officer 28.50 9.00 X 176752 55817 25759 Anjali Jesseramsing General Counsel 36.00 1.50 X 220552 9190 25621 Meredith Burns Sr Dir, Dev. & Political Outreach 37.50 0.00 X 154126 0 13208 Julia Duncan Dir, Federal Programs 37.50 0.00 X 155712 0 14783 John Bowman Dir, Federal Relations 37.50 0.00 X 172929 0 5629 Susan Steinman Sr Dir, Policy & Dep. Gen. Counsel 37.50 0.00 X 190096 0 21822 Sanjin Sahadzic Dir, Information Technology 25.50 12.00 X 118554 55790 14341 Scott M Gehring Dir, Fundraising & Planned Giving 37.50 0.00 X 147974 0 0 2465371 246429 267950 20 0 1 0 Manifest LLC 1129 20th Street NW Suite 700 Washington DC 20036 Magazine design and production 371359 WILMER HALE PO Box 7247-8760 Philadelphia PA 19179 LEGAL SERVICES & STRATEGIC work 360047 Nueva Vista Group LLC PO Box 366 Catharpin VA 20143 Lobbying/Legislative work 328000 VIVA CREATIVE 164 Rollins Ave Suite 200 Rockville MD 20852 AUDIO VISUAL SERVICES 311968 Waxman Strategies 1900 M Street NW 3rd floor Washington DC 20036 Consulting 297833 18 6141971 6141971 MEMBERSHIP DUES 900099 17254862 17254862 REGISTRATION 900099 4254761 4254761 Sponsorships 900099 1604639 1604639 ADVERTISING 511120 1126882 1126882 SUBSCRIPTION 900099 127076 127076 24368220 14488 14488 450386 450386 583600 950377 -366777 -366777 -366777 Legal and Research 511120 400450 400450 COMMISSIONS 900099 376299 376299 SERVICE FEE 900099 30000 30000 8188 8188 814937 31423225 22051186 1527332 1702736 1135048 1895017 7729087 569198 1849906 618739 226897 2076240 233881 393913 1337315 696454 2633175 579188 2825257 841585 155841 PRINTING & PUBLICATIONS 632682 DUES & SUBSCRIPTIONS 153428 FUNDRAISING 121178 OFFICERS EXPENSE 66502 -28401 26742130 975 1651 1553854 7739511 851551 778788 377085 368710 9668044 7734824 2599826 1933220 315923 263405 2144226 1049815 7843440 12135100 2181886 2349627 11313290 10750078 2408301 2653583 15903477 15753288 X -8749142 -7746851 689105 4128663 -8060037 -3618188 7843440 12135100 X 4681095 -239246 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 256 256 0 256 1 AAJ POLITICAL ACTION COMMITTEE 777 6th Street NW Ste 200 WASHINGTON DC 20001 526161471 0 0 1 17254862 5971975 5617362 11589337 6384299 5205038 Part I-A, Line 1: Direct: candidate communications expenditures. Additionally, AAJ has an IRC Section 527 connected Political Action Committee 5539380 4059588 1479792 2566258 2215502 350756 1562406 1459734 102672 1933220 FAVORABLE LEASE ASSET 205595 Deferred Compensation Plan 1043120 Related Party Receivable -198900 1049815 Accrued Pension Contribution 960463 Deferred Compensation Plan 1043120 member advances 650000 2653583 32134356 -239246 -239246 32373602 -950377 -950377 31423225 27692507 950377 950377 26742130 0 26742130 Part XI, Line 2d - Other Adjustments: pension benefit other than periodic -239,246. Part XI, Line 4b - Other Adjustments: sublease Expense -950,377. Part XII, Line 2d - Other Adjustments: Sublease Expense 950,377. 1 Alliance for Justice 11 Dupont Circle NW Suite 200 Washington DC 20036 521009973 501c3 55000 Support the work related to civil justice issues Congressional Black Caucus Foundation 1720 Massachusetts Ave NW Washington DC 20036 521160561 501c3 20000 PROGRAM SUPPORT The Leadership Conference Education Fund 1620 L Street NW 11th Floor Washington DC 20009 237026895 501c3 30000 Support the CFPB's rulemaking against forced arbitration abuse EWG Action Fund 1436 U Street NW Suite 101 Washington DC 20009 020612599 501c4 300000 Support the work related to asbestos and toxics policy Arizona Trial Lawyers Association 1661 E Camelback Road Phoenix AZ 85016 860291542 501c6 14160 Partnership for Progress Arkansas Trial Lawyers Association P O Box 3486 Little Rock AR 72203 510189104 501c6 14160 Partnership for Progress Colorado Trial Lawyers Association 303 East 17th Avenue Denver CO 802031256 846119329 501c6 14160 Partnership for Progress Connecticut Trial Lawyers Association 100 Wells Street Hartford CT 06103 061003190 501c6 14160 Partnership for Progress Consumer Attorneys of California 770 L Street Ste 1200 Sacramento CA 958142721 941602859 501c6 14160 Partnership for Progress Consumer Lawyers of Hawaii P O Box 338 Kailua HI 967340338 990308586 501c6 14160 Partnership for Progress Delaware Trial Lawyers Association 913 Market Street Wilmington DE 19801 510237953 501c6 14160 Partnership for Progress Florida Justice Association 218 South Monroe Street Tallahassee FL 32301 591291221 501c6 14160 Partnership for Progress Georgia Trial Lawyers Association 101 Marietta Street Atlanta GA 30303 581156021 501c6 14160 Partnership for Progress Idaho Trial Lawyers Association P O Box 1777 Boise ID 83701 820316723 501c6 14160 Partnership for Progress Iowa Trial Lawyers Association 218 Sixth Avenue Des Moines IA 50309 421020618 501c6 14160 Partnership for Progress Alaska Academy of Trial Lawyers P O Box 101571 Anchorage AK 995101571 920083306 501c6 14160 Partnership for Progress Kansas Association for Justice 719 SW Van Buren Street Topeka KS 66603 480787989 501c6 14160 Partnership for Progress Kentucky Justice Association 10602 Timberwood Circle Louisville KY 40223 610841501 501c6 14160 Partnership for Progress Maine Trial Lawyers Association P O Box 438 Augusta ME 043320438 237267368 501c6 14160 Partnership for Progress Maryland Association for Justice 2640 Old Dobbin LN Suite 100 Columbia MD 210455956 520968523 501c6 14160 Partnership for Progress Massachusetts Academy of Trial Attorneys 20 Burlington Mall Road Suite 230 Burlington MA 01803 042574799 501c6 14160 Partnership for Progress Michigan Association for Justice 6639 Centurion Ste 120 Lansing MI 489178230 381989639 501c6 14160 Partnership for Progress Minnesota Association for Justice 706 Second Avenue South Minneapolis MN 55402 411238888 501c6 14160 Partnership for Progress Mississippi Association for Justice P O Box 1992 Jackson MS 39215 640563833 501c6 14160 Partnership for Progress Indiana Trial Lawyers Association 150 W Market Street Indianapolis IN 46204 310891040 501c6 14160 Partnership for Progress Wisconsin Association for Justice 14 West Mifflin St 207 Madison WI 53703 391258229 501c6 14160 Partnership for Progress Nebraska Association of Trial Attorneys 941 O Street Lincoln NE 68508 237110460 501c6 14160 Partnership for Progress Montana Trial Lawyers Association P O Box 838 Helena MT 59624 810385019 501c6 14160 Partnership for Progress Alabama Association for Justice PO Box 1187 Montgomery AL 36101 270737535 501c6 14160 Partnership for Progress New Hampshire Association for Justice P O Box 447 Concord NH 033020447 020331551 501c6 14160 Partnership for Progress New Jersey Association for Justice 150 West State Street Trenton NJ 08608 222067423 501c6 14160 Partnership for Progress New Mexico Trial Lawyers Association P O Box 301 Albuquerque NM 87103 850246801 501c6 14160 Partnership for Progress New York Trial Lawyers Association 132 Nassau Street New York NY 10038 135662188 501c6 14160 Partnership for Progress North Carolina Advocates for Justice P O Box 10918 Raleigh NC 276050918 561892302 501c6 14160 Partnership for Progress North Dakota Association for Justice P O Box 365 Mandan ND 585540365 450340405 501c6 14160 Partnership for Progress Oklahoma Association for Justice 323 NE 27th Street Oklahoma City OK 731052798 730802420 501c6 14160 Partnership for Progress Oregon Trial Lawyers Association 319 SW Washington St Portland OR 97204 930605471 501c6 14160 Partnership for Progress Pennsylvania Association for Justice 121 South Broad Street Philadelphia PA 191074544 237097965 501c6 14160 Partnership for Progress South Dakota Trial Lawyers Association P O Box 1154 Pierre SD 575011154 460379430 501c6 14160 Partnership for Progress South Carolina Association for Justice P O Box 11557 Columbia SC 29211 570567773 501c6 14160 Partnership for Progress Nevada Justice Association 406 North Nevada Street Carson City NV 89703 880138768 501c6 14160 Partnership for Progress Tennessee Trial Lawyers Association 6289 Woodland St Nashville TN 37206 620869478 501c6 14160 Partnership for Progress Trial Lawyers Association Metro DC 1919 M Street Washington DC 20036 370949429 501c6 14160 Partnership for Progress Utah Association for Justice 645 South 200 East 103 Salt Lake City UT 84111 870337442 501c6 14160 Partnership for Progress Vermont Association for Justice 1 Main Street Ste 305 Burlington VT 054021366 030318206 501c6 14160 Partnership for Progress Virginia Trial Lawyers Association 919 East Main Street 620 Richmond VA 23219 540715995 501c6 14160 Partnership for Progress Washington State Association for Justice 1809 Seventh Avenue Ste 1500 Seattle WA 981011328 237068627 501c6 7080 Partnership for Progress West Virginia Association for Justice State Capitol Rm 26-E Charleston WV 25305 550662851 501c6 14160 Partnership for Progress Rhode Island Association for Justice 400 Reservoir Avenue Providence RI 02907 050446453 501c6 14160 Partnership for Progress Missouri Association of Trial Attorneys P O Box 1792 Jefferson City MO 65102 440648521 501c6 14160 Partnership for Progress Wyoming Trial Lawyers Association 2111 Warren Avenue Cheyenne WY 82001 830235082 501c6 14160 Partnership for Progress 3 48 Part I, Line 2: AAJ maintains relationships with grantees, and in many cases works hand in hand in advocacy efforts. X 1 1 X X X X 0 1 0 Linda Lipsen Chief Executive Officer 674837 38019 68633 3867 26914 1516 89421 5038 23936 1348 883741 49788 0 0 Charles N Jeffress chief operating off. (thru Feb '17) 208821 47926 0 0 6421 1473 10708 2457 17323 3976 243273 55832 0 0 Anne B Enos Chief Operating Officer 142666 32743 0 0 384 88 6846 1571 1300 298 151196 34700 0 0 Mary K Berge Chief Financial Officer 173605 54823 0 0 3147 994 8723 2754 14748 4657 200223 63228 0 0 Anjali Jesseramsing General Counsel 219139 9131 0 0 1413 59 10774 449 16624 693 247950 10332 0 0 Meredith Burns Sr Dir, Dev. & Political Outreach 153755 0 0 0 371 0 7579 0 6932 0 168637 0 0 0 Julia Duncan Dir, Federal Programs 155402 0 0 0 310 0 7571 0 8344 0 171627 0 0 0 John Bowman Dir, Federal Relations 170990 0 0 0 1939 0 0 0 8346 0 181275 0 0 0 Susan Steinman Sr Dir, Policy & Dep. Gen. Counsel 189248 0 0 0 848 0 9455 0 14069 0 213620 0 0 0 Sanjin Sahadzic Dir, Information Technology 118186 55617 0 0 368 173 5802 2730 5348 2516 129704 61036 0 0 Part I, Line 1a LINDA LIPSEN WAS REIMBURSED FOR SPOUSAL TRAVEL EXPENSES. FOR calendar year 2016, THIS AMOUNT WAS $582. THIS AMOUNT WAS REPORTED TO HER AS TAXABLE COMPENSATION ON FORM W-2. Part I, Line 4b LINDA LIPSEN PARTICIPATES IN A 457F SUPPLEMENTAL RETIREMENT PROGRAM. TOTAL CONTRIBUTIONS TO THE 457F PLAN FOR THE YEAR WERE $76,643. Form 990, Part VI, Section A, line 1 AAJ has an executive committee with the authority to act for the organization between board of governors meetings, except with regard to those matters specifically reserved to the board. Executive committee actions are reported to the board at the next board meeting. The Executive Committee consists of the officers of the association; two members appointed by the President; five members of the board of governors elected by the board of governors; the chair of the budget committee; the chair of state delegates; the Chair of the Membership Oversight Committee; the immediate past president; a member of the national association of trial lawyer executives (NATLE) selected by NATLE; the chair of the President's council; a member from the women's caucus selected by the women's caucus; a member from the minority caucus selected by the minority caucus; a member of the new lawyers division selected by the new lawyers division; and the CEO of the association (without the right to vote). Form 990, Part VI, Section A, line 2 Derrick L. Walker, Bridget N. Long - business relationship Thomas R. Anapol, Sol H. Weiss - business relationship Lori E. Andrus, Jennie Lee Anderson - business relationship Elise R. Sanguinetti, Mike Arias - business relationship Russell W. Budd, J. Burton LeBlanc - business relationship Navan Ward, C. Gibson Vance - business relationship Daniel G. Kagan, Michael T. Bigos - business relationship Miriam R. Bourdette, Philip C. Bourdette - business relationship, family relationship Frederick Schenk, David S. Casey - business relationship Mark D. Chappell, William Hugh McAngus - business relationship Charles G. Monnett, Lauren O. Newton - business relationship Julie Braman Kane, Lewis S. "Mike" Eidson - business relationship Emily Hawk Mills, Gregory S. Cusimano - business relationship Mark S. Davis, Matthew Caulfield Winter - business relationship Sean C. Domnick, Jeanmarie Whalen - business relationship Brian P. Galligan, Joseph M. Galligan - business relationship, family relationship Eric H. Gibbs, A.J. de Bartolomeo - business relationship Terrence R. Quinn, Nathan R. Oviatt - business relationship Robert L. Jaskulski, Robert L. Habush - business relationship Stephen J. Herman, Russ M. Herman - business relationship, family relationship Francisco J. Rodriguez, Diane L. Cardoso, Lawrence M. Simon - business relationship Kathleen L. Nastri, Richard A. Bieder - business relationship David Efron, Alberto J. Perez Hernandez - business relationship Jim Leventhal, Molly L. Greenblatt - business relationship Wendy R. Fleishman, Elizabeth J. Cabraser - business relationship Michael A. Galpern, Marc P. Weingarten - business relationship Zachary Mandell, Mark S. Mandell - business relationship, family relationship Bryan D. Pope, Mary Alice McLarty - business relationship Jay R. Vaughn, Laura V. Yaeger - business relationship Brian D. Nettles, Christian M. Morris - business relationship Tim O'Keeffe, Tatum O'Brien Lindbo - business relationship Christopher T. Nace, Barry J. Nace - business relationship, family relationship Kate E. Jaycox, Kathleen Flynn Peterson - business relationship Mel C. Orchard, Bryan Ulmer, M. Kristeen Hand, Gerry L. Spence - business relationship Jim Vititoe, Michael R. Hugo - business relationship Peter A. Kraus, Gary M. Paul - business relationship Rebecca McRae Langston, Chuck R. mcrae - family relationship Form 990, Part VI, Section A, line 4 The Board of Governors approved the LGBT Caucus in 2016 and effective in 2017, the membership of the Diversity Committee was increased to include a representative from the LGBT Caucus. Form 990, Part VI, Section A, line 6 THE ASSOCIATION HAS THE FOLLOWING CLASSES OF MEMBERS: REGULAR MEMBER: LICENSED TO PRACTICE LAW AND FOR THE MOST PART, BASED ON CASELOAD AND TIME, REPRESENTS THE PLAINTIFF IN CIVIL LITIGATION OR REPRESENTS THE DEFENDANT IN CRIMINAL LITIGATION. ASSOCIATE MEMBER: LICENSED TO PRACTICE LAW AND DOES NOT OTHERWISE QUALIFY FOR ANY OTHER MEMBERSHIP CLASS. GOVERNMENT MEMBER: LICENSED TO PRACTICE LAW AND IS IN THE FULL-TIME EMPLOY OF ANY LOCAL, STATE, OR FEDERAL GOVERNMENT AGENCY OR PUBLIC DEFENDER. LAW PROFESSOR MEMBER: ENGAGED IN FULL-TIME TEACHING OF THE LAW AT ANY ACCREDITED LAW SCHOOL OR COLLEGE AND IS LICENSED TO PRACTICE LAW IN ANY COUNTRY, STATE, OR JURISDICTION. MILITARY MEMBER: LICENSED TO PRACTICE LAW IN ANY COUNTRY, STATE, OR JURISDICTION, AND IS IN THE FULL-TIME ACTIVE SERVICE OF THE ARMED FORCES OF THE UNITED STATES. LAW STUDENT MEMBER: A LAW STUDENT ENGAGED IN A COURSE OF STUDY AT A LAW SCHOOL. LAW GRADUATE MEMBER: HAS RECEIVED A DEGREE IN LAW FROM AN ACCREDITED LAW SCHOOL OR COLLEGE BUT HAS NOT BEEN LICENSED TO PRACTICE LAW. PARALEGAL AFFILIATE MEMBER: HAS MEMBERSHIP IN AN AFFILIATED UNIT OF AAJ COMPOSED OF PARALEGALS. RETIRED MEMBERS-MEMBERS WHO HAVE ATTAINED THE AGE OF SEVENTY YEARS, WHO HAS RETIRED FROM THE ACTIVE PRACTICE OF LAW, AND WHO HAS COMPLETED TEN YEARS AS A DUES-PAYING MEMBER OF THE ASSOCIATION. IN ADDITION, ANY MEMBER ATTAINING 70 YEARS OF AGE AND 30 YEARS OF PAID AAJ MEMBERSHIP, REGARDLESS OF EMPLOYMENT STATUS, WILL BE ELIGIBLE FOR RETIRED STATUS. EMERITUS MEMBERS-ANY PERSON WHO HAS ATTAINED THE AGE OF SIXTY YEARS, WHO HAS RETIRED FROM THE ACTIVE PRACTICE OF LAW, AND WHO HAS COMPLETED TEN YEARS AS A DUES-PAYING MEMBER OF THE ASSOCIATION WILL BE ELIGIBLE FOR EMERITUS MEMBERSHIP AND SHALL, PRIOR TO ATTAINING THE AGE OF SEVENTY YEARS, CONTINUE TO BE AN EMERITUS MEMBER. Form 990, Part VI, Section A, line 7a Members of the Board of Governors and State Delegates are nominated and elected at AAJ's Annual Convention by a majority of AAJ members eligible as provided for in in its Bylaws, and who are present and voting at a caucus meeting called for that purpose. No member shall be elected whose principal office is located within a state where an official affiliate of The Association is located, if such affiliate has nominated one or more members, unless such member shall have been nominated by that official affiliate. No member of the Board of Governors or State Delegates shall be elected unless said Governor or Delegate is an eligible member as provided for in the AAJ Bylaws. No member shall be eligible to vote on any matter or in any election at the Annual Convention unless such member has been a member or has applied for membership at least sixty days prior to the Annual Convention and is a paid registrant at such Convention. Form 990, Part VI, Section A, line 7b The establishment of new AAJ Sections, the abolition of sections and amalgamation of sections shall be by action of the Board of Governors with the approval of the membership at the Annual Convention. The Bylaws may be amended at business meeting by a two-thirds vote of members eligible as provided for in these Bylaws, and who are present and voting. An amendment must be proposed in writing to the members of the Board of Governors prior to the meeting at which the amendment will be considered. Proposed amendments in written form shall be circulated by the CEO by deposit in the United States mail to the entire membership not less than fifteen days prior to the business meeting at which the amendment will be considered and the notice shall specify the date and time of such business meeting. Form 990, Part VI, Section B, line 10b The Association has state affiliates but each is an independently incorporated entity, with its own Bylaws and entirely separate Articles of Incorporation. An attorney does not need to be a member of AAJ in order to be a member of a state affiliate. The Board has designated affiliates pursuant to Article XII of the Bylaws, which provides "Any state or local trial lawyers association may become an affiliate of The Association upon approval by the Board of Governors, provided that its purposes are consistent with the purposes of The Association, and provided the state or local trial lawyers association does not sponsor a federal political action committee. The Board of Governors shall be entitled to review the programs, activities, and policies of each affiliate and may, after appropriate notice to the affiliate, rescind the affiliate status." Other than this Bylaws provision, there are no other written policies and procedures governing affiliate activities. Form 990, Part VI, Section B, line 11b THE FORM 990 IS REVIEWED BY AAJ'S CFO, COO, AND THE AUDIT COMMITTEE. A FULL COPY IS MADE AVAILABLE TO THE FULL BOARD PRIOR TO FILING. Form 990, Part VI, Section B, line 12c Employees and Board of Governors members are required to disclose conflicts annually. The Director of HR reviews the annual conflicts of interest certifications submitted by all employees. General Counsel reviews disclosures from the Board of Governors members. THE WRITTEN DISCLOSURE of any potential conflict of interest SHALL INCLUDE, AT A MINIMUM, THE FOLLOWING: I. THE NATURE OF THE TRANSACTION. II. THE TERMS AND CONDITIONS OF THE TRANSACTION, INCLUDING MONEY OR OTHER BENEFITS FLOWING TO THE GOVERNOR, THE ORGANIZATIONAL MANAGER OR THE OTHER DISQUALIFIED PERSON. III. TO THE EXTENT THAT IT IS A DISQUALIFIED PERSON AND NOT AN ORGANIZATIONAL MANAGER OR GOVERNOR, THE NAME, ADDRESS AND RELATIONSHIP OF THE DISQUALIFIED PERSON TO THE ORGANIZATIONAL MANAGER OR GOVERNOR AND THE EXTENT OF THAT PERSON'S INTEREST IN THE TRANSACTION. IV. ANY OTHER INFORMATION REASONABLY REQUESTED. IN THE EVENT OF ANY POTENTIAL CONFLICT OF INTEREST BETWEEN THE AAJ AND ITS GOVERNORS, ORGANIZATIONAL MANAGERS, OR OTHER DISQUALIFIED PERSONS, NO TRANSACTION WILL BE CONSUMMATED IF: I. THE TRANSACTION IS NOT BASED UPON FAIR MARKET VALUE, INCLUDING REASONABLE COMPENSATION WITH RESPECT TO ANY ORGANIZATIONAL MANAGER WHO IS AN EMPLOYEE; OR, II. ANY TRANSACTION IN WHICH THE GOVERNOR, ORGANIZATIONAL MANAGER OR OTHER DISQUALIFIED PERSON RECEIVES A PERCENTAGE OF THE REVENUES OF THE ASSOCIATION. Form 990, Part VI, Section B, line 15a THE CEO'S COMPENSATION IS REVIEWED AND APPROVED BY A BOARD COMMITTEE ON AN ANNUAL BASIS. COMPENSATION FOR OTHER INDIVIDUALS IS REVIEWED AND APPROVED BY MANAGEMENT, USING COMPARABLE DATA FROM SITES LIKE GUIDESTAR.ORG OR SALARYRATE.COM. Form 990, Part VI, Section C, line 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE NOT GENERALLY MADE AVAILABLE TO THE GENERAL PUBLIC, BUT IF REQUESTS FOR COPIES OF THESE DOCUMENTS WERE TO BE RECEIVED, THE ORGANIZATION WOULD CONSIDER MAKING THEM AVAILABLE TO THE REQUESTOR. Form 990, Part XI, line 9: pension benefit other than periodic -239,246. Form 990, Part XII, Line 2C The audit oversight process has not changed from the prior year. CAPITOL JUSTICE LLC 777 6th Street NW Ste 200 Washington DC 20001 042114561 Holds interest in headquarters building DC 0 0 American Association for Justice AAJ Education Fund 777 6th Street NW Ste 200 WASHINGTON DC 20001 521105720 EDUCATIONAL FOUNDATION DC 501(C)(3) Line 10 American Association for Justice 1 AAJ Foundation 777 6th Street NW Ste 200 WASHINGTON DC 20001 463159400 Supporting AAJ activities DC 501(C)(3) Line 7 American Association for Justice 1 AAJ POLITICAL ACTION COMMITTEE 777 6th Street NW Ste 200 wASHINGTON DC 20001 526161471 POLITICAL ACTION COMMITTEE DC 527 American Association for Justice 1 CIVIL JUSTICE FOUNDATION 209 South Howard Ave Tampa FL 33606 521477114 SAFEGUARD CONSTITUTIONAL RIGHTS DC 501(C)(3) Line 7 0 THE AAJ ROBERT L HABUSH ENDOWMENT 777 6th Street NW Ste 200 WASHINGTON DC 20001 521964499 funding base for educational programs, research and scholarships DC 501(C)(3) Line 12a, I American Association for Justice 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 AAJ Education Fund N 170304 cost AAJ Education Fund O 1077466 COST AAJ Education Fund Q 235000 Cash