2014-11-14T06:50:09-06:00 2014-06-30 521446779 JOHNSON LAMBERT LLP 700 SPRING FOREST ROAD STE 115 RALEIGH NC 27609 990 2013-07-01 521405650 AMERICAN INNS OF COURT FOUNDATION AMER 7036843590 225 REINEKERS LANE NO 770 ALEXANDRIA VA 22314 MALINDA E DUNN EXECUTIVE DIRECTOR 7036843590 2014-11-13 1 JOHN HUSKINS P01081531 9197196400 2014-11-14 2013 2015-11-30 17:44:51Z X MALINDA E DUNN 225 REINEKERS LANE NO 770 ALEXANDRIA VA 22314 3302172 0 3249 X WWW.INNSOFCOURT.ORG X 1985 DC THE MISSION OF THE AMERICAN INNS OF COURT IS TO FOSTER EXCELLENCE IN PROFESSIONALISM, ETHICS, CIVILITY, AND LEGAL SKILLS. 36 36 14 141 7057 -1541 150231 51179 2135504 2066893 60560 133922 4971 3735 2351266 2255729 15500 14000 0 0 1211404 1243108 0 0 15297 1039651 1016829 2266555 2273937 84711 -18208 3422141 3511686 427974 364387 2994167 3147299 X THE AMERICAN INNS OF COURT FOUNDATION LEADS THE MOVEMENT TO ELEVATE THE AMERICAN PRACTICE OF LAW BY PROMOTING THE IDEALS OF EXCELLENCE AND PROFESSIONALISM, THE EXERCISE OF CIVILITY AND COURTROOM COMPETENCE, THE SPIRIT OF MUTUAL COOPERATION AND CAMARADERIE, AND ADHERENCE TO LEGAL ETHICS THROUGH MEMBERSHIP IN AMERICAN INNS OF COURT. 0 0 1130515 1985193 MEMBER SERVICES PROGRAM - THE FOUNDATION PROVIDED SERVICES TO MEMBERS AND INNS TO SUPPORT EFFORTS TO PROMOTE PROFESSIONALISM, ETHICS, AND CIVILITY. SERVICES INCLUDED A BI-MONTHLY MAGAZINE, MONTHLY ELECTRONIC NEWSLETTER, ONLINE MEMBERSHIP DIRECTORY, ONLINE CHAPTER MANAGEMENT SYSTEM, AND REGIONAL LEADERSHIP MEETINGS, AND PROGRAM SERVICES. 110678 9000 INTERNATIONAL PROGRAM -THE FOUNDATION PARTICIPATED IN TWO INTERNATIONAL INNS OF COURT PROGRAMS, WHICH INCLUDE CHOOSING AND SENDING SCHOLARS TO STUDY THE LEGAL SYSTEM OF ENGLAND AND THE CHOOSING AND SENDING BARRISTERS FROM ENGLAND TO STUDY THE LEGAL SYSTEM OF THE UNITED STATES. 82924 5000 AWARDS PROGRAM -THE FOUNDATION RECOGNIZED INDIVIDUALS FOR SERVICE AND LEADERSHIP IN THE AMERICAN INNS OF COURT MOVEMENT BY CHOOSING NATIONAL AND PROFESSIONAL AWARD WINNERS. 80022 77700 SPECIAL EVENTS PROGRAM - THE FOUNDATION HOSTED A RECEPTION AND DINNER AT THE UNITED STATES SUPREME COURT. THE DINNER SERVES AS A FORUM TO RECOGNIZE LEADERS WITHIN THE AMERICAN INNS OF COURT MOVEMENT AND TO PRESENT THE NATIONAL AWARDS. 80022 77700 1404139 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 1 14 1 1 1 0 0 0 0 0 0 0 0 0 X 36 36 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AL AR CA CO CT DC FL GA IL KS MA MD MI MN MS NC NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI KY X X DAVID W AKRIDGE 7036843590 225 REINEKERS LANE SUITE 770 ALEXANDRIA VA 22314 DEAN JOHN CARROLL TRUSTEE 1.00 X 0 0 0 PROF LAWRENCE DESSEM TRUSTEE 1.00 X 0 0 0 MARSHA DEVINE TRUSTEE 1.00 X 0 0 0 HON PAUL GLENN TRUSTEE 1.00 X 0 0 0 JILL GUERNSEY TRUSTEE 1.00 X 0 0 0 ANTHONLY HALLER TRUSTEE 1.00 X 0 0 0 HON KENT JORDAN TRUSTEE 1.00 X 0 0 0 THOMAS LEIGHTON TRUSTEE 1.00 X 0 0 0 HON IVAN LEMELLE TRUSTEE 1.00 X 0 0 0 RICHARD LEVENSTEIN TRUSTEE 1.00 X 0 0 0 REGINA MANDL TRUSTEE 1.00 X 0 0 0 HON JON PHIPPS MCCALLA TRUSTEE 1.00 X 0 0 0 STEVEN MOLO TRUSTEE 1.00 X 0 0 0 EDWARD MULLINS TRUSTEE 1.00 X 0 0 0 BRIAN MURRAY TRUSTEE 1.00 X 0 0 0 FRANK PORCELLI TRUSTEE 1.00 X 0 0 0 YOUNG-JUN ROH TRUSTEE 1.00 X 0 0 0 RICHARD SCHWARTZ TRUSTEE 1.00 X 0 0 0 LISA SHARP TRUSTEE 1.00 X 0 0 0 HON JOAN SYNENBERG TRUSTEE 1.00 X 0 0 0 KENNETH THOMPSON TRUSTEE 1.00 X 0 0 0 ANDREW TURNER TRUSTEE 1.00 X 0 0 0 EDWARD WALLER TRUSTEE 1.00 X 0 0 0 HON WILLIAM KOCH EX OFFICIO 1.00 X 0 0 0 MARY ANN AIELLO TRUSTEE FROM 7/2013 1.00 X 0 0 0 MARY KATE COLEMAN TRUSTEE FROM 7/2013 1.00 X 0 0 0 KEVIN R GINGRAS TRUSTEE FROM 7/2013 1.00 X 0 0 0 LD LOUIS TRUSTEE FROM 7/2013 1.00 X 0 0 0 JULIE ANN ROBINSON TRUSTEE FROM 4/2014 1.00 X 0 0 0 BARBARA SAVITT-PEARSON TRUSTEE FROM 7/2013 1.00 X 0 0 0 STEVEN J SCHMIDT TRUSTEE FROM 7/2013 1.00 X 0 0 0 MICHAEL G HEAVICAN EX OFFICIO FROM 8/2013 1.00 X 0 0 0 HON ALICE BATCHELDER TRUSTEE THRU 4/2014 1.00 X 0 0 0 DEAN VALERIE COUCH TRUSTEE THRU 3/2014 1.00 X 0 0 0 HON MYRON STEELE EX OFFICIO THRU 7/2013 1.00 X 0 0 0 HON DONALD LEMONS PRESIDENT 1.00 X X 0 0 0 HON CARL STEWART VICE PRESIDENT 1.00 X X 0 0 0 HON DOUGLAS LANG SECRETARY 1.00 X X 0 0 0 SETH GOLDBERG TREASURER 1.00 X X 0 0 0 MALINDA DUNN EXECUTIVE DIRECTOR/CEO 40.00 X 189625 0 12622 DAVID AKRIDGE DEPUTY EXECUTIVE DIRECTOR 40.00 X 156284 0 19712 345909 0 32334 2 0 1 0 NIMBLEUSER 656 KREAG RD PITTSFORD NY 14534 WEBSITE DESIGN 100055 1 51179 51179 MEMBERSHIP DUES 900099 1966288 1966288 CONFERENCES/EVENTS 900099 95555 95555 ADVERTISING 541800 4000 4000 LIBRARY 900099 1050 1050 2066893 78454 78454 89 89 1095470 1040002 55468 55468 55468 9498 6441 3057 3057 MISCELLANEOUS INCOME 900099 589 589 589 2255729 2062893 7057 134600 14000 14000 395271 395271 653583 653583 18355 18355 105785 105785 70114 70114 2238 2238 57385 57385 14701 14701 210593 122334 88138 121 103816 4 103812 180935 180935 152712 126634 26066 12 122031 90238 31793 2833 2833 3045 3045 101395 101395 38709 38709 BAD DEBT 14629 14629 NON-CASH REWARD 7504 7504 STATE REGISTRATION FILI 4303 4303 ALLOCATED OVERHEAD 0 1025679 -1036540 10861 2273937 1404139 854501 15297 79470 46892 284243 327034 108384 73334 84140 68959 16225 15487 54470 58845 625887 413687 209280 212200 2524429 2660937 61500 47998 3422141 3511686 172096 108974 5878 19969 250000 150000 0 85444 427974 364387 X 2224094 2307390 770073 839909 2994167 3147299 3422141 3511686 -18208 171340 0 X 0 1 X 1 0 X 141831 96258 75186 150231 51179 514685 141831 96258 75186 150231 51179 514685 202988 311697 45293 43531 42848 54124 78543 264339 1932 1932 9684 693 207 589 11173 792129 10054840 0.39350 0.75680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 770073 0 93600 5000 18764 839909 727604 460 65147 5000 18138 770073 760403 460 -14873 5000 13386 727604 648123 965 142235 5000 25920 760403 576995 13786 76002 5000 13660 648123 0.81900 0.18100 0 0 7658 893 6765 188236 117824 70412 429993 294970 135023 212200 DEFERRED RENT 85444 85444 X 2435455 171340 1945 6441 179726 2255729 0 2255729 2282323 1945 6441 8386 2273937 0 2273937 PART V, LINE 4: THE PURPOSE OF THE A. SHERMAN CHRISTENSEN AWARD FUND IS TO PROVIDE LONG-TERM FUNDING FOR THE A. SHERMAN CHRISTENSEN AWARD. A PORTION OF THIS FUND IS TEMPORARILY RESTRICTED BY THE DONOR, MEAD DATA/LEXIS-NEXIS. THE RESTRICTION ENDS AT THE END OF FISCAL YEAR 2043. UNTIL SUCH RESTRICTION ENDS, THAT PORTION OF THE PRINCIPAL PROVIDED BY MEAD DATA/LEXIS-NEXIS MAY ONLY BE EXPENDED FOR ACTIVITIES DIRECTLY RELATED TO THE ANNUAL PRESENTATION OF THE A. SHERMAN CHRISTENSEN AWARD. EARNINGS AND OTHER CONTRIBUTIONS TOWARD THE FUND ARE NOT SIMILARLY RESTRICTED. THE RESTRICTION NOTWITHSTANDING, A MAXIMUM OF 4% OF THE CURRENT MARKET VALUE OF THE FUND MAY BE WITHDRAWN ANNUALLY TO COVER APPROVED EXPENSES. THE PURPOSE OF THE LEWIS F. POWELL, JR. AWARD FUND IS TO PROVIDE LONG-TERM FUNDING FOR THE LEWIS F. POWELL, JR. AWARD FOR PROFESSIONALISM AND ETHICS. THIS FUND IS DESIGNATED FOR ACTIVITIES DIRECTLY RELATED TO THE ANNUAL PRESENTATION OF THE LEWIS F. POWELL, JR. AWARD FOR PROFESSIONALISM AND ETHICS. A MAXIMUM OF 4% OF THE CURRENT MARKET VALUE OF THE FUND MAY BE WITHDRAWN ANNUALLY TO COVER APPROVED EXPENSES. THE PURPOSE OF THE SANDRA DAY O'CONNOR AWARD FUND IS TO PROVIDE LONG-TERM FUNDING FOR THE SANDRA DAY O'CONNOR AWARD FOR PROFESSIONAL SERVICE. THIS FUND IS DESIGNATED FOR ACTIVITIES DIRECTLY RELATED TO THE ANNUAL PRESENTATION OF THE SANDRA DAY O'CONNOR AWARD FOR PROFESSIONAL SERVICE. A MAXIMUM OF 4% OF THE CURRENT MARKET VALUE OF THE FUND MAY BE WITHDRAWN ANNUALLY TO COVER APPROVED EXPENSES. THE PURPOSE OF THE WARREN E. BURGER PRIZE FUND IS TO PROVIDE LONG-TERM FUNDING FOR THE WARREN E. BURGER PRIZE. THIS FUND IS DESIGNATED FOR ACTIVITIES DIRECTLY RELATED TO THE ANNUAL PRESENTATION OF THE WARREN E. BURGER PRIZE. A MAXIMUM OF 4% OF THE CURRENT MARKET VALUE OF THE FUND MAY BE WITHDRAWN ANNUALLY TO COVER APPROVED EXPENSES. THE PURPOSE OF THE AMERICAN INNS OF COURT PROFESSIONALISM AWARDS FUND IS TO PROVIDE LONG-TERM FUNDING FOR THE AMERICAN INNS OF COURT PROFESSIONALISM AWARDS. THIS FUND IS DESIGNATED FOR ACTIVITIES DIRECTLY RELATED TO THE PRESENTATION OF THE AMERICAN INNS OF COURT PROFESSIONALISM AWARDS. ACCOUNTING FOR CONTRIBUTIONS, EARNINGS, INCOME AND EXPENSES SHALL BE ON A FEDERAL CIRCUIT BASIS. A MAXIMUM OF 4% OF THE CURRENT MARKET VALUE OF THE FUND ATTRIBUTABLE TO A PARTICULAR CIRCUIT MAY BE WITHDRAWN ANNUALLY TO COVER APPROVED EXPENSES. PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THROUGH JUNE 30, 2014. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 6,441. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 6,441. EUROPE (INCLUDING ICELAND & GREENLAND) - 0 0 PROGRAM SERVICES INTERNATIONAL PROGRAM 38408 0 0 0 0 0 0 38408 0 38408 0 0 0 0 0 0 1 PEGASUS SCHOLARSHIPS 2 3000 TEMPLE BAR SCHOLARSHIPS 4 6000 WARREN E BURGER PRIZE 1 5000 PART I, LINE 2: AMERICAN INNS OF COURT FOUNDATION DOES NOT REQUEST ANY SORT OF ACCOUNTING OF THE STIPENDS AWARDED FROM THE RECIPIENTS. X X X X 0 0 0 0 0 0 0 0 0 MALINDA DUNN EXECUTIVE DIRECTOR/CEO 189625 0 0 0 0 0 7835 0 4787 0 202247 0 0 0 DAVID AKRIDGE DEPUTY EXECUTIVE DIRECTOR 156284 0 0 0 0 0 5946 0 13766 0 175996 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP OF THE AMERICAN INNS OF COURT FOUNDATION SHALL CONSIST OF ALL ACTIVE MEMBERS OF DULY CHARTERED AMERICAN INNS OF COURT, TOGETHER WITH HONORARY, EMERITUS, AND NATIONAL MEMBERS. THERE SHALL BE FOUR CLASSIFICATIONS OF ACTIVE MEMBERS: MASTERS OF THE BENCH - CONSISTING OF EXPERIENCED JUDGES, LAWYERS, AND LAW PROFESSORS; BARRISTERS - CONSISTING OF LAWYERS WITH SOME EXPERIENCE BUT NOT YET MASTERS; ASSOCIATES - CONSISTING OF LAWYERS WHO ARE LAW SCHOOL GRADUATES BUT WHO DO NOT MEET THE AMERICAN INNS OF COURT'S MINIMUM EXPERIENCE REQUIREMENT FOR BARRISTERS; AND PUPILS - CONSISTING OF LAW STUDENTS. THERE SHALL BE THREE ADDITIONAL CLASSES OF MEMBERS: NATIONAL MEMBERS - INDIVIDUALS IN GOOD STANDING WHO HAVE BEEN MEMBERS OF A LOCAL AMERICAN INN OF COURT BUT NO LONGER ARE; EMERITUS MEMBERS - DESIGNATED BY AMERICAN INNS OF COURT FROM AMONG ACTIVE MASTERS OF THE BENCH ON THE BASIS OF LONG AND DISTINGUISHED SERVICE TO THEIR INNS; AND HONORARY MEMBERS - DESIGNATED BY LOCAL AMERICAN INNS OF COURT OR BY THE AMERICAN INNS OF COURT FOUNDATION ON THE BASIS OF DISTINGUISHED SERVICE TO THE BENCH OR BAR, FURTHERANCE OF AMERICAN INNS OF COURT OBJECTIVES OR OTHER NOTEWORTHY ACHIEVEMENTS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE FOUNDATION IN GOOD STANDING SHALL ELECT TRUSTEES TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11 THE COMPLETED 990 IS DISTRIBUTED TO THE ENTIRE BOARD PRIOR TO FILING. THE BOARD MEMBERS ARE GIVEN 7 DAYS TO REVIEW THE FORM AND PROVIDE COMMENT. ADDITIONALLY, THE FORM IS SENT TO THE TREASURER AND DEPUTY EXECUTIVE DIRECTOR FOR THEIR REVIEW AND COMMENT. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL DIRECTORS AND OFFICERS ARE PROVIDED WITH A COPY OF THE CONFLICT OF INTEREST POLICY AND ASKED TO SIGN AN ACKNOWLEDGMENT FORM. FORM 990, PART VI, SECTION B, LINE 15 PERIODICALLY (EVERY TWO TO THREE YEARS), WE EXAMINE CURRENT NON-PROFIT COMPENSATION SURVEYS (PRIMARILY THE ASAE EXECUTIVE COMPENSATION SURVEY). WE CONSIDER BUDGET SIZE, STAFF SIZE, SCOPE, GEOGRAPHIC LOCATION, AND TYPE OF ORGANIZATION IN CALCULATING THE MEDIAN SALARY. THE BOARD SETS THE EXECUTIVE DIRECTOR'S SALARY AT APPROXIMATELY 2% ABOVE MEDIAN. THERE IS AN EXECUTIVE EVALUATION & COMPENSATION COMMITTEE CHARGED WITH CONDUCTING AN ANNUAL PERFORMANCE EVALUATION AND REVIEWING SALARY SURVEY FINDINGS. THE LAST REVIEW OF THE EXECUTIVE DIRECTOR'S COMPENSATION WAS CONDUCTED APRIL 2014. FORM 990, PART VI, SECTION C, LINE 19 FOUNDATION BYLAWS, CONFLICT OF INTEREST POLICY, WHISTLEBLOWER POLICY AND THE LAST THREE 990S ARE AVAILABLE ON THE FOUNDATION'S PUBLIC WEB SITE UNDER FORMS AND LINKS/FOUNDATION FORMS. THE FOUNDATION ALSO MAKES ITS AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.