2016-04-14T12:35:06-05:00 2015-12-31 362170602 WARADY & DAVIS LLP 1717 DEERFIELD RD SUITE 300S DEERFIELD IL 60015 990 2015-01-01 237151756 ASSOCIATION OF LEGAL ADMINISTRATORS ASSO 8472671252 8700 W BRYN MAWR AVE NO 110S CHICAGO IL 606313512 TERESA WALKER PRESIDENT 8472671252 2016-04-04 1 SUSAN GREGGO P00595460 8472679600 2015 2016-09-27 15:27:22Z TERESA WALKER 8700 W BRYN MAWR AVE NO 110S CHICAGO IL 606313512 11598038 0 X WWW.ALANET.ORG X 1971 PA TO PROMOTE AND ENHANCE THE COMPETENCE AND PROFESSIONALISM OF THE LEGAL MANAGEMENT TEAM; IMPROVE THE QUALITY OF MANAGEMENT IN LAW FIRMS; AND REPRESENT PROFESSIONAL LEGAL MANAGEMENT AND MANAGERS TO THE LEGAL COMMUNITY. 13 13 40 100 240489 1146 0 0 7278720 7196555 58505 17031 284031 308630 7621256 7522216 0 3176 0 0 3475085 3119707 0 0 0 5120485 4633374 8595570 7756257 -974314 -234041 4153579 3966462 3031854 3102596 1121725 863866 X THE ASSOCIATION OF LEGAL ADMINISTRATORS' (ALA) MISSION IS TO PROMOTE AND ENHANCE THE COMPETENCE AND PROFESSIONALISM OF ALL MEMBERS OF THE LEGAL MANAGEMENT TEAM; IMPROVE THE QUALITY OF MANAGEMENT IN LAW FIRMS AND OTHER LEGAL SERVICE ORGANIZATIONS; AND REPRESENT PROFESSIONAL LEGAL MANAGEMENT AND MANAGERS TO THE LEGAL COMMUNITY AND TO THE COMMUNITY AT LARGE. 0 0 ANNUAL CONFERENCE-THE CONFERENCE BRINGS TOGETHER MEMBERS TO EDUCATE THEM AND DISSEMINATE KNOWLEDGE ON THE FIELD OF LEGAL ADMINISTRATION. FORUMS AND DISCUSSION GROUPS ARE ALSO HELD. THERE WERE 1,171 ATTENDEES IN 2015. JOURNAL, NEWSLETTERS AND DIRECTORIES-THESE PUBLICATIONS EDUCATE MEMBERS AND OTHERS IN THE LEGAL INDUSTRY ABOUT TOPICS RELATING TO LEGAL MANAGEMENT. REGIONAL AND SPECIALTY EDUCATIONAL COURSES ARE HELD THROUGHOUT THE YEAR TO EDUCATE LEGAL ADMINISTRATORS ON LEGAL MANAGEMENT ISSUES. 722 PEOPLE ATTENDED THESE COURSES IN 2015 MEMBER SERVICES INCLUDE ACTIVITIES THAT PROVIDE MEMBERS THE OPPORTUNITIES TO NETWORK, LEARN MORE ABOUT THE PROFESSION AND VISIBILITY, AS WELL AS DISSEMINATE MARKETING MATERIALS. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 51 0 1 40 1 1 1 1 CA 0 0 0 0 X 13 13 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 0 0 X NEAL NELSON 8472671252 8700 W BRYN MAWR AVENUE SUITE 110S CHICAGO IL 606313512 TERESA WALKER PRESIDENT 6.00 X X 0 0 0 LAURA BROOMELL PRESIDENT-ELECT 6.00 X X 0 0 0 PAULA K BARNES PAST PRESIDENT 4.00 X X 0 0 0 PAUL A FARNSWORTH AT-LARGE DIRECTOR THRU 05/15 2.00 X 0 0 0 KAREN GLOWACKI REGION 1 DIRECTOR 2.00 X 0 0 0 GARY T SWISHER REGION 2 DIRECTOR 2.00 X 0 0 0 CHERYL A NELSON REGION 3 DIRECTOR THRU 05/15 2.00 X 0 0 0 JULIE LOGAN REGION 3 DIRECTOR 2.00 X 0 0 0 GREG MADDEN REGION 4 DIRECTOR THRU 5/15 2.00 X 0 0 0 JAMES CORNELL III REGION 4 DIRECTOR 2.00 X 0 0 0 APRIL CAMPBELL REGION 5 DIRECTOR 2.00 X 0 0 0 LINDA E QUINDT REGION 6 DIRECTOR 2.00 X 0 0 0 MARK BRIDGEMAN AT-LARGE DIRECTOR 2.00 X 0 0 0 DEBRA ELSBURY AT-LARGE DIRECTOR 2.00 X 0 0 0 KATIE BRYANT AT-LARGE DIRECTOR 2.00 X 0 0 0 OLIVER P YANDLE EXECUTIVE DIRECTOR 37.50 X 251208 0 14788 RENEE TIBBETTS ADMINISTRATION DIRECTOR 37.50 X 103781 0 10397 SUSAN HANF SR. MEMBERSHIP DIRECTOR 37.50 X 131617 0 10665 486606 0 35850 3 0 1 0 CENTERPLATE 201 FIFTH AVENUE S NASHVILLE TN 37203 CATERING AND BANQUET SERVICES 413416 FREEMAN AV INC 2616 COMMERCE PARK DRIVE ORLANDO FL 32819 AUDIO VISUAL SERVICES AND EQUIPMENT RENT 363121 WEBEVENT DBA HIFIDELITY MEDIA PO BOX 6880 TOWSON MD 21285 SALES FOR EXHIBIT SPACE, ADS, AND FINDIN 226048 STRAIGHT NORTH LLC 1001 W 31ST STREET STE 100 DOWNERS GROVE IL 60515 PUBLICATION DESIGN 171550 MUSIC CITY CENTER 201 FIFTH AVENUE S NASHVILLE TN 37203 ANNUAL CONFERENCE HOSTING 125423 7 MEMBERSHIP DUES 611710 3475119 3475119 ANNUAL CONFERENCE 611710 2173104 2173104 BUSINESS OF LAW CONFERENCES 611710 548384 548384 EDUCATIONAL PROGRAMS 611710 529847 529847 ADVERTISING 541800 236489 236489 233612 233612 7196555 37954 37954 104255 104255 4052569 2330 4055986 19836 -3417 -17506 -20923 -20923 JOB BANK INCOME 611710 194825 194825 APP SPONSORSHIP 900099 51019 51019 LIST SALES 900004 4000 4000 -45469 -45469 204375 7522216 4418030 240489 2863697 3176 265996 2361115 53752 209769 229075 92404 11384 162604 59463 406372 160198 400728 2046029 154863 73157 UBI TAX 13128 BUSINESS OF LAW EXPENSE 533445 PRINTING 267003 COMMISSIONS 127894 124702 7756257 292576 405893 1073956 1420861 33795 27039 303125 335359 1010411 320355 153174 690056 2203817 984846 0 73422 93136 28986 4153579 3966462 336036 338424 2615649 2401027 80169 363145 3031854 3102596 X 1121725 863866 1121725 863866 4153579 3966462 -234041 -23818 0 X X 0 1 X 1 0 0 1 0 359657 22700 336957 326577 236047 90530 324177 61608 262569 690056 ACCRUED RENT PAYABLE 354437 CAPITAL LEASE OBLIGATION 8708 363145 X PART X, LINE 2: THE ASSOCIATION HAS ADOPTED THE GUIDANCE IN THE FASB ASC TOPIC ON INCOME TAXES RELATED TO UNCERTAINTY IN INCOME TAXES WHICH PRESCRIBES A COMPREHENSIVE MODEL FOR RECOGNIZING, MEASURING, PRESENTING AND DISCLOSING IN THE FINANCIAL STATEMENTS UNCERTAIN TAX POSITIONS THAT THE ASSOCIATION HAS TAKEN OR EXPECTS TO TAKE IN ITS TAX RETURNS. UNDER THE GUIDANCE, THE ASSOCIATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS "MORE LIKELY THAN NOT" THAT IT IS SUSTAINABLE, BASED ON ITS TECHNICAL MERITS. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION SHOULD BE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT WITH A TAXING AUTHORITY HAVING FULL KNOWLEDGE OF ALL RELEVANT INFORMATION. THE ASSOCIATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR THE POSITIONS TAKEN ON ITS RETURNS. X X X X 0 0 0 OLIVER P YANDLE EXECUTIVE DIRECTOR 251208 0 0 0 0 0 6793 0 7995 0 265996 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION IS A MEMBERSHIP ORGANIZATION AND THEREFORE HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A ALL MEMBERS OF THE BOARD OF DIRECTORS ARE SELECTED BY ALA'S ASSOCIATION NOMINATING COMMITTEE (ANC); THE ANC AND ITS COMPOSITION AND AUTHORITY ARE SET FORTH IN THE ASSOCIATION'S BYLAWS. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO THE BYLAWS ARE SUBJECT TO APPROVAL BY THE PRESIDENTS OF EACH CHAPTER OF THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEE OF THE ASSOCIATION HAS AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 THE ASSOCIATION DISSEMINATED THE 990 TO A BOARD MEMBER, WHO IS A CPA, FOR REVIEW, AS WELL AS THE AUDIT/EXECUTIVE COMMITTEE PRIOR TO FILING. A REPORT WILL BE MADE BY THIS COMMITTEE TO THE FULL BOARD AND A COPY OF THE 990 WILL BE PROVIDED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C AS IT RELATES TO THE MEMBERS OF THE BOARD OF DIRECTORS AND THE EXECUTIVE DIRECTOR, THE CONFLICT OF INTEREST POLICY IS MONITORED VIA: (1) ANNUAL DISCUSSION OF THE POLICY BY THE BOARD AT ITS SUMMER MEETING, INCLUDING DISCUSSION OF POTENTIAL INDIVIDUAL SITUATIONS/CONFLICTS; (2) COMPLETION OF THE ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE SPECIFIED IN THE BROADER BOARD MEMBERS' CODE OF CONDUCT GOVERNANCE POLICY AND REVIEW OF THOSE QUESTIONNAIRES BY THE PRESIDENT AND THE EXECUTIVE DIRECTOR; AND (3) MONITORING BY THE EXECUTIVE DIRECTOR OF POTENTIAL CONFLICTS BASED UPON ISSUES THAT COME BEFORE THE BOARD THROUGHOUT THE YEAR. THE EXTENSION OF THE CONFLICT OF INTEREST POLICY TO SECOND LEVEL MANAGEMENT - ALA STAFF DEPARTMENTAL DIRECTORS - IS MONITORED BY FILING OF A SIMILAR ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. THESE QUESTIONNAIRES ARE REVIEWED BY THE EXECUTIVE DIRECTOR, WHO MAY IN HIS DISCRETION ALSO HAVE A QUESTIONNAIRE OR QUESTIONNAIRES REVIEWED BY THE PRESIDENT. THE EXECUTIVE DIRECTOR ALSO MONITORS POTENTIAL CONFLICTS ON AN ONGOING BASIS VIA, FOR EXAMPLE, REVIEWING AND EXECUTING ALL ASSOCIATION CONTRACTS, INCLUDING THOSE NEGOTIATED AND APPROVED BY SECOND LEVEL MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD MET IN EXECUTIVE SESSION, AND WITHOUT THE EXECUTIVE DIRECTOR PRESENT, TO CONSIDER COMPENSATION MATTERS AND THE EXECUTIVE COMMITTEE PRESENTED ITS EVALUATION AND COMPENSATION RECOMMENDATIONS CONCERNING THE PERFORMANCE OF THE EXECUTIVE DIRECTOR. IN CONNECTION WITH THE COMPENSATION ISSUE, THE EXECUTIVE COMMITTEE HAD SHARED WITH THE FULL BOARD COMPARABLE INFORMATION DRAWN FROM SALARY AND BENEFITS SURVEYS CONDUCTED IN CURRENT AND PRIOR YEARS AND COMPARABILITY DATA COLLECTED AT THE HIRING OF THE EXECUTIVE DIRECTOR. AFTER FULL DISCUSSION, THE EXECUTIVE COMMITTEE RECOMMENDED ADJUSTMENTS TO COMPENSATION BASED ON PERFORMANCE AND IN ACCORDANCE WITH THE RANGES PREVIOUSLY OBTAINED FOR BASELINE COMPENSATION AMOUNTS. THE RECOMMENDATION OF THE EXECUTIVE COMMITTEE WAS APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 CURRENTLY THE ORGANIZATION HAS NO POLICY REGARDING THE AVAILABILITY OF THIS INFORMATION TO THE PUBLIC, AS IT HAS NEVER BEEN REQUESTED. HOWEVER, IF REQUESTED, THE ORGANIZATION WOULD PROVIDE THE INFORMATION IF DEEMED APPROPRIATE. FORM 990, PART XII, LINE 2C: THE PROCESS REGARDING THE AUDIT COMMITTEE'S OVERSIGHT OF THE AUDIT AND REVIEW OF THE FINANCIAL STATEMENTS HAS REMAINED CONSISTENT WITH THE PRIOR YEAR PROCESS. FOUNDATION OF THE ASSOCIATION OF LEGAL ADMINISTRATORS 8700 W BRYN MAWR AVENUE STE 110S CHICAGO IL 606313512 363156864 SUPPORT THE ASSOCIATION OF LEGAL ADMINISTRATORS IL 501(C)3 509(A)2 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 1 0