2018-11-01T09:15:48-05:00 2017-12-31 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2017-01-01 521464785 AMERICAN TORT REFORM ASSOCIATION AMER 2026821163 1101 CONNECTICUT AVE NO 400 WASHINGTON DC 20036 SHERMAN JOYCE PRESIDENT 2026821163 2018-10-30 1 FREDERICK LONGWOOD P00439715 2022932200 216.59.105.130 2018-10-30 15:19:08 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 631311174E650386D10317F0F52B2C848ACC7DC1 2017 2018-06-14 16:35:46Z ATRA SHERMAN JOYCE 1101 CONNECTICUT AVE NO 400 WASHINGTON DC 20036 4490223 0 X WWW.ATRA.ORG X 1986 DC ENHANCING THE FAIRNESS, EFFICIENCY AND PREDICTABILITY OF THE TORT SYSTEM THROUGH PUBLIC EDUCATION AND LEGISLATIVE ENACTMENTS. 27 26 6 30 0 0 100000 0 5251789 4489870 791 353 0 0 5352580 4490223 392500 331077 0 0 1243552 1151913 0 0 0 4252267 3397903 5888319 4880893 -535739 -390670 1913096 1353915 937611 769100 975485 584815 X ATRA IS A BROAD-BASED, BIPARTISAN COALITION THAT SUPPORTS CIVIL JUSTICE REFORM WITH THE GOAL OF ENSURING FAIRNESS, BALANCE AND PREDICTABILITY IN AMERICA'S LEGAL SYSTEM. ATRA KEEPS MEMBERS INFORMED OF PROPOSED CHANGES IN LEGISLATION AND CONDUCTS RESEARCH INTO THE LEGAL AND ECONOMIC ISSUES FACING TORT REFORM. 0 0 TO ENHANCE THE FAIRNESS, EFFICIENCY, AND PREDICTABILITY OF THE TORT SYSTEM THROUGH PUBLIC EDUCATION AND LEGISLATIVE ENACTMENTS. ATRA ACCOMPLISHES ITS LEGISLATIVE AGENDA BY WORKING WITH STATE TORT REFORM COALITIONS. IT IS A CLEARING-HOUSE FOR INFORMATION FROM APPROXIMATELY 40 STATE TORT REFORM COALITIONS. EACH FALL, ATRA HOSTS A PLANNING CONFERENCE AT WHICH COALITION LEADERS MEET TO DISCUSS PAST SUCCESSES AND FUTURE STRATEGIES. ATRA ALSO PREPARES EDUCATIONAL MATERIALS WHICH CARRY ITS MESSAGE DIRECTLY TO THE PUBLIC. ATRA HAS DEVELOPED A COMMUNICATIONS "TOOL-KIT" FOR USE BY LOCAL GRASSROOTS COALITIONS INTERESTED IN FIGHTING LAWSUIT ABUSE. EACH JUNE AND DECEMBER, ATRA PUBLISHES "THE TORT REFORM RECORD" TO RECORD THE ACCOMPLISHMENTS OF THE LATEST LEGISLATIVE YEAR. IT INCLUDES A TWO-PAGE, STATE-BY-STATE SUMMARY OF THE ATRA-SUPPORTED REFORMS ENACTED BY THE STATES SINCE 1986. TO SUPPORT ACTIVITIES OF LEGISLATIVE COALITIONS IN EACH STATE BY KEEPING THEIR MEMBERS INFORMED, MOBILIZING THEM FOR ACTION AND KEEPING MEDIA ATTENTION FOCUSED ON THE NEED FOR CIVIL JUSTICE REFORM. ATRA'S WEEKLY "LEGISLATIVE WATCH," AVAILABLE ONLINE, VIA FAX AND E-MAIL, KEEPS MEMBERS ABREAST OF TORT REFORM AT THE STATE AND FEDERAL LEVEL. ATRA'S "REFORMER" NEWSLETTER IS A QUARTERLY UPDATE OF ATRA ACTIVITIES AND CIVIL JUSTICE ISSUES. ATRA HAS ALSO PUBLISHED A COMPREHENSIVE GUIDE TO CIVIL JUSTICE REFORM LAWS IN ALL 50 STATES. TO SERVE AS THE NATION'S VOICE ON LAWSUIT ABUSE AND THE NEED FOR CIVIL JUSTICE REFORM. ATRA'S MEDIA RELATIONS PROGRAM ENSURES THAT THE MEDIA HEARS BOTH SIDES OF THE LEGAL REFORM DEBATE. ATRA EDITORIALS HAVE APPEARED IN SUCH NATIONAL NEWSPAPERS AS USA TODAY, AND REGIONAL DAILIES NATIONWIDE. IN IN ADDITION, ATRA EXPERTS HAVE APPEARED IN NBC NEWS, THE NEW YORK TIMES, THE WALL STREET JOURNAL, THE WASHINGTON POST AND MANY OTHERS. ATRA ALSO PUBLISHES A LEGAL REFORM CHAMPIONS LIST TO RECOGNIZE AND PUBLICIZE THE EFFORTS OF LEGAL REFORMERS THROUGHOUT THE CIVIL JUSTICE COMMUNITY. THE "JUDICIAL HELLHOLES" PROGRAM WILL MONITOR PROBLEMATIC JURISDICTIONS, AS DOCUMENTED IN ATRA'S REPORT "BRINGING JUSTICE TO JUDICIAL HELLHOLES", AND THE JUDGES THAT PRESIDE OVER THEM. "JUDICIAL HELLHOLES" ARE CITIES, COUNTIES OR JUDICIAL DISTRICTS THAT ATTRACT LAWSUITS FROM AROUND THE NATION OR THE REGION BECAUSE THEY ARE CORRECTLY PERCEIVED AS VERY PLAINTIFF-FRIENDLY JURISDICTIONS. THEY ARE PLACES WHERE THE LAW IS NOT APPLIED EVEN-HANDEDLY TO ALL LITIGANTS. 0 0 0 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 0 1 0 0 1 20 0 1 6 1 0 0 0 0 1 1 0 X 27 26 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 0 0 1 0 0 X THE ASSOCIATION 2026821163 1101 CONNECTICUT AVENUE NW 400 WASHINGTON DC 20036 DOUGLASS B LAMPE CHAIR 2.00 2.00 X X 0 0 0 STEPHEN P WOODS VICE CHAIR & CHAIR ELECT 2.00 2.00 X X 0 0 0 ELLEN M FITZSIMMONS TREASURER 2.00 2.00 X X 0 0 0 SETH R LAMONT SECRETARY 2.00 2.00 X X 0 0 0 VICTOR E SCHWARTZ ESQ GENERAL COUNSEL 2.00 2.00 X X 0 0 0 STEPHEN MCMANUS PAST CHAIR 2.00 2.00 X X 0 0 0 LEAH L LORBER BOARD MEMBER 2.00 2.00 X X 0 0 0 MELVIN SKIP BRAZIEL BOARD MEMBER 2.00 0.00 X 0 0 0 MELISSA H BROWN BOARD MEMBER 2.00 0.00 X 0 0 0 GEORGE COX III BOARD MEMBER 2.00 0.00 X 0 0 0 JOHN DOHERTY BOARD MEMBER (AS OF MAR '17) 2.00 0.00 X 0 0 0 MICHAEL J ELMENDORF II BOARD MEMBER 2.00 0.00 X 0 0 0 ASHLEY A GARRY BOARD MEMBER (AS OF MAR '17) 2.00 0.00 X 0 0 0 CHRISTOPHER P GRAMLING BOARD MEMBER (UNTIL MAR '17) 2.00 0.00 X 0 0 0 GLENN HAMER BOARD MEMBER 2.00 0.00 X 0 0 0 JACK INGOLD BOARD MEMBER 2.00 0.00 X 0 0 0 MOLLY M JONES BOARD MEMBER (AS OF MAR '17) 2.00 0.00 X 0 0 0 DARRICK A LEBEOUF BOARD MEMBER 2.00 0.00 X 0 0 0 ROBERT L LEVY BOARD MEMBER 2.00 0.00 X 0 0 0 CHRIS LONGEWAY BOARD MEMBER (UNTIL MAR '17) 2.00 0.00 X 0 0 0 JOSEPH PETITO BOARD MEMBER (UNTIL MAR '17) 2.00 0.00 X 0 0 0 ROBERT C PITCHER BOARD MEMBER (AS OF MAR '17) 2.00 0.00 X 0 0 0 MARCUS RAYNER BOARD MEMBER 2.00 0.00 X 0 0 0 ERIC RUCKER BOARD MEMBER 2.00 0.00 X 0 0 0 CHARLES SHEWMAKE BOARD MEMBER (UNTIL MAR '17) 2.00 0.00 X 0 0 0 KIMBERLY STONE BOARD MEMBER (UNTIL MAR '17) 2.00 0.00 X 0 0 0 JACK L TODD BOARD MEMBER 2.00 0.00 X 0 0 0 THOMAS N VANDERFORD JR BOARD MEMBER 2.00 0.00 X 0 0 0 TAMERA VELASQUEZ BOARD MEMBER (AS OF MAR '17) 2.00 0.00 X 0 0 0 ANDREW C WHITE BOARD MEMBER 2.00 0.00 X 0 0 0 J STEPHEN STEF ZIELEZIENSKI BOARD MEMBER 2.00 0.00 X 0 0 0 SHERMAN JOYCE PRESIDENT 40.00 2.00 X X 432310 0 63672 MATTHEW FULLENBAUM DIRECTOR OF LEGISLATION 40.00 0.00 X 170100 0 13556 DARREN MCKINNEY DIRECTOR OF COMMUNICATIONS 40.00 0.00 X 144113 0 18063 LAUREN JARRELL COUNCIL, CIVIL JUSTICE POLICY 40.00 0.00 X 125500 0 5647 872023 0 100938 4 0 1 0 APCO WORLDWIDE 1299 PENNSYLVANIA AVE NW WASHINGTON DC 20004 CONSULTING 1350392 SHOOK HARDY BACON LLP PO BOX 843718 KANSAS CITY MO 64184 LEGAL 293542 THE HERALD GROUP 1800 M STREET NW SUITE 450 WASHINGTON DC 20036 CONSULTING 159900 ROSS COMMUNICATIONS 919 CONGRESS AVE SUITE 1500 AUSTIN TX 78701 CONSULTING 120000 4 MEMBERSHIP DUES 900099 1918700 1918700 SPECIAL PROGRAMS 900099 1639970 1639970 GRASSROOTS PROGRAM 900099 918800 918800 CONFERENCES 900099 12400 12400 4489870 353 353 4490223 4489870 0 353 X 331077 505138 546416 8746 40386 51227 420517 53003 245180 1673627 501 26082 2613 127363 56527 97543 229 23915 14086 GRASSROOT PROGRAM 633917 RESEARCH/CLIPPING SERVI 10432 COMMUNICATIONS & PUBLIC 8041 HONORARIUMS 2000 2327 4880893 1610768 1072665 50821 92309 35364 36619 303034 262136 53231 40898 162912 111424 1913096 1353915 413629 334933 417400 254500 106582 179667 937611 769100 X -614301 449807 1589786 135008 975485 584815 1913096 1353915 -390670 0 X X 0 1 X 1 0 15000 0 0 15000 15000 1 REPUBLICAN ATTORNEYS GENERAL ASSOCATION 1747 PENNSYLVANIA AVENUE NW SUITE WASHINGTON DC 20006 464501717 15000 0 0 0 1 1918700 572428 360460 932888 754162 178726 119920 108498 11422 168823 147852 20971 14291 5786 8505 40898 DEFERRED COMPENSATION 111424 111424 DEFERRED COMPENSATION 111424 DEFERRED RENT 68243 179667 4490223 0 4490223 0 4490223 4880893 0 4880893 0 4880893 1 REPUBLICAN ATTORNEYS GENERAL ASSOCATION 1747 PENNSYLVANIA AVENUE NW SUITE 800 WASHINGTON DC 20006 464501717 527 15000 PROGRAM SUPPORT UTAH CIVIL JUSTICE LEAGUE 288 W 570 N LINDON UT 84042 263261134 501(C)(6) 10000 PROGRAM SUPPORT CITIZENS AGAINST LAWSUIT ABUSE 1215 K STREET SUITE 1700 SACRAMENTO CA 95814 200689670 501(C)(4) 231125 PROGRAM SUPPORT WV CITIZENS AGAINST LAWSUIT ABUSE PO BOX 127 CHARLESTON WV 25321 200554449 501(C)(6) 52000 PROGRAM SUPPORT 0 4 PART I, LINE 2: THE ASSOCIATION WORKS CLOSELY WITH THE REPUBLICATION ATTONEYS GENERAL ASSOCIATION AND UTAH CIVIL JUSTICE LEAGUE ALL YEAR, THERBY MONITORING THE USE OF THE FUNDS. X X 0 1 0 SHERMAN JOYCE PRESIDENT 419560 0 0 0 12750 0 35700 0 37128 0 505138 0 0 0 MATTHEW FULLENBAUM DIRECTOR OF LEGISLATION 167100 0 3000 0 0 0 7672 0 9655 0 187427 0 0 0 DARREN MCKINNEY DIRECTOR OF COMMUNICATIONS 142613 0 1500 0 0 0 6592 0 12717 0 163422 0 0 0 PART I, LINE 4B SHERMAN JOYCE, PRESIDENT, PARTICIPATED IN A NONQUALIFIED RETIREMENT PLAN. THE CONTRIBUTION TO THE PLAN DURING THE YEAR ENDED DECEMBER 31, 2017 IS $23,200. FORM 990, PART VI, SECTION A, LINE 1 AN EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, CONSISTING OF THE CHAIR, THE CHAIR ELECT, THE IMMEDIATE PAST CHAIR, THE PRESIDENT, THE GENERAL COUNSEL, THE SECRETARY AND THE TREASURER SHALL, BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, HAVE AND MAY EXERCISE, SO FAR AS MAY BE PERMITTED BY LAW, FULL AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE ASSOCIATION EXCEPT THAT THE EXECUTIVE COMMITTEE MAY NOT CHANGE, SUPPLEMENT OR REPEAL THE ASSOCIATION'S ARTICLES OF INCORPORATION OR THESE BYLAWS, MAY NOT FILL VACANCIES ON THE BOARD OF DIRECTORS, MAY NOT ELECT OFFICERS, MAY NOT SUSPEND OR CANCEL MEMBERSHIP IN THE ASSOCIATION, MAY NOT CONVENE A MEMBERSHIP MEETING AND MAY NOT DISSOLVE THE ASSOCIATION. THE EXECUTIVE COMMITTEE SHALL KEEP A RECORD OF ITS ACTS AND SHALL PROMPTLY REPORT SUCH ACTS TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OF THE ASSOCIATION CONSIST OF INDIVIDUALS, CORPORATIONS, ASSOCIATIONS, OR OTHER ENTITIES WHO SUPPORT THE ASSOCIATION'S MISSION. THERE ARE THREE CLASSES OF MEMBERS: CLASS A, CLASS B, AND ASSOCIATE. CLASS A MEMBERS ARE ANY ORGANIZATION WHICH IS NOT AN INSURER, LAW FIRM OR ASSOCIATION OF INSURERS OR LAWYERS. CLASS B MEMBERS CONSIST OF ALL OTHER ORGANIZATIONS AND ASSOCIATE MEMBERS ARE ANY INDIVIDUAL. ASSOCIATE MEMBERS MAY BE CONSIDERED HONORARY MEMBERS IF THE INDIVIDUAL HAS CONTRIBUTED TO THE ASSOCIATION'S MISSION THROUGH THEIR DECISION MAKING, LEADERSHIP OR SCHOLARSHIP. FORM 990, PART VI, SECTION A, LINE 7A CLASS A MEMBERS HAVE FULL VOTING RIGHTS. CLASS B, ASSOCIATE AND HONORARY MEMBERS DO NOT HAVE VOTING RIGHTS. AT ALL MEETINGS CLASS A MEMBERS HAVE ONE VOTE, AND MAY TAKE PART AND VOTE IN PERSON OR BY PROXY. THE MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED BY A MAJORITY OF CLASS A MEMBERS VOTING IN PERSON OR BY PROXY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 WAS PROVIDED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND EMPLOYEES ARE GIVEN A COPY OF THE CONFLICT OF INTEREST POLICY AND ARE REQUIRED TO RETURN IT TO THE ASSOCIATION. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT OF THE ASSOCIATION'S COMPENSATION IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE WHO USES COMPENSATION SURVEYS AND ASAE DATA. ALL OTHER KEY EMPLOYEE'S COMPENSATION IS DETERMINED BY THE PRESIDENT WHO REVIEWS COMPENSATION SURVEYS AND ASAE DATA TO MAKE THE DECISION ON APPROPRIATE COMPENSATION LEVELS. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION WOULD CONSIDER MAKING THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC IF REQUESTED TO DO SO. HOWEVER, THESE DOCUMENTS ARE TYPICALLY NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G PROGRAM CONSULTING 1,504,971. POLICY DEVELOPMENT CONSULTING 64,900. MEMBERSHIP DEVELOPMENT CONSULTING 90,000. OTHER PROFESSIONAL FEES 13,756. FORM 990, PART XII, LINE 2C: THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PREVIOUS YEAR. AMERICAN TORT REFORM FOUNDATION 1101 CONNECTICUT AVE NW WASHINGTON DC 20036 311577324 PROVIDE EDUCATION REGARDING A BALANCED CIVIL JUSTICE SYSTEM. DC 501(C)(3) 509(A)(1) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 FORM 990, SCHEDULE R, PART V, LINE 2: ATRA PROVIDES ADMINISTRATIVE SERVICES AND OFFICE SPACE TO ATRF AT NO CHARGE. IN ADDITION, ATRA PERIODICALLY INCURS DIRECT COSTS FROM OUTSIDE VENDORS ON BEHALF OF ATRF. ATRF IS RESPONSIBLE FOR REIMBURSING ATRA FOR THESE DIRECT COSTS.