AMERICAN BOARD OF TRIAL ADVOCATES: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN BOARD OF TRIAL ADVOCATES (EIN 95-2504030)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-30
- IRS object ID
- 202443049349302459
- Schema version
- 2023v5.1
- 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 | 2024-10-30T15:07:33-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952504030 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | American Board of Trial Advocates | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 2148717523 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 Bryan St 3000 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Andrea La'Verne Edney | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2148717523 | PhoneNum |
| Signature | 2024-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara Murphy | PreparerPersonNm |
| PTIN | P01386215 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Preparation | 2024-10-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Andrea La'Verne Edney | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 Bryan St 3000 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,785,143 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | www.abota.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | To improve advocacy standards and benefit the public through more effective representation. | ActivityOrMissionDesc |
| Voting Members Governing Body | 219 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 217 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 217 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $177,360 | PYContributionsGrantsAmt |
| CY Contributions Grants | $104,643 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,200,787 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,120,478 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$212,970 | PYInvestmentIncomeAmt |
| CY Investment Income | $152,057 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,165,177 | PYTotalRevenueAmt |
| CY Total Revenue | $3,377,178 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $541,418 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $457,467 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $711,412 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $699,130 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,999,623 | PYOtherExpensesAmt |
| CY Other Expenses | $1,948,668 | CYOtherExpensesAmt |
| PY Total Expenses | $3,252,453 | PYTotalExpensesAmt |
| CY Total Expenses | $3,105,265 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$87,276 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $271,913 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,733,106 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,914,424 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,551,890 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,168,620 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,181,216 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,745,804 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The American Board of Trial Advocates fosters improvement in the ethical and technical standards of practice in the field of advocacy for individuals in the civil justice system. The organization works to preserve the jury system and improve the skills of trial lawyers. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | The organization conducts seminars and meetings to further educate trial lawyers and honor accomplishments of its members. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | The organization provided legislative analysis and published magazines, articles, and online resources for its members. | 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | Yes (1) | 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 | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 10 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 219 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 217 | 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 | 0 | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | 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 |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brian Tyson | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2148717523 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 Bryan St Ste 3000 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (206 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 |
|---|---|---|---|---|---|---|---|
| Steven W Quattlebaum | |||||||
| National President | 15.00 | 1.00 | Yes (X) | Yes (X) | $60,000 | $0 | $0 |
| Christopher Beeman | |||||||
| Foundation President | 1.00 | 15.00 | Yes (X) | Yes (X) | $0 | $24,000 | $0 |
| Andrea La'Verne Edney | |||||||
| National President-Elect | 5.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Jennifer Haltom Doan | |||||||
| National Vice President | 5.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| S Lester Tate III | |||||||
| Treasurer | 5.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Corinne C Hodak | |||||||
| Secretary | 5.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Karen C Burgess | |||||||
| Appointee | 5.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Gordon S Rather Jr | |||||||
| Appointee | 5.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JD Smith | |||||||
| Appointee | 5.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Quentin D Brogdon | |||||||
| Past President Appointee | 5.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Doris Cheng | |||||||
| Past President Appointee | 5.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Lewis R Sifford | |||||||
| Immediate Past President | 5.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Hon Jerome B Abrams | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mary E Alexander | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Pedro Raul Alvarez Jr | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Hilary C Banker | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Christopher J Beeman | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Quentin D Brogdon | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Karen C Burgess | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Joseph Alan Callier | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Adriana H Cardenas | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| David E Cherry | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Robert A Cole | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Cynthia Diggs | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Winford L Dunn Jr | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Philippa Victoria Ellis | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Curtis W Fenley III | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Kathleen A Gallagher | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Charles L Henke | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Wayne Hogan | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| R Bruce Hurley | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Alison D Kennamer | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Shaun C Kent | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Patricia J Kerrigan | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Hon Nelly N Khouzam | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Lynn M Leonard | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Pamela S Liosi-Traut | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Stephen G Lowry | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Tracy W McCormack | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jessica Banahan McNeel | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Hon Wendell Mortimer Jr | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Eileen O'Neill | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dominique A Pollara | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Hans G Poppe | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Bryan R Reid | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Peter W Riley | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Wayne A Ritchie II | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| William D Shapiro | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JD Smith | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Steven A Springer | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Brian G Steller | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| N Denise Taylor | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| William M Toles | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Deborah S Tropp | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jill Webb | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Joshua A Whitman | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Lish Whitson | |||||||
| ABOTA - National Appointee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Hon David W Abbott | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dale L Allen Jr | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Tamatha Alvarez | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Darrell Edward Baker Jr | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Evan Bassett | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Sherie Potts Beckman | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jason S Bell | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Eric Berg | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Erik P Bergeland | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Nathan H Bjerke | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Beth Boone | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| William Andrew Bowen | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Greta Braker | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Russell Clay Brown | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Robert J Buchanan | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Benjamin C Bunn | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Sammy M Cacciatore | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Brian A Cardoza | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dave Carothers | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Angela M Castronovo | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Vincent Chadick | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BK Christopher | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Kathy Jo Cook | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| David J Corey | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Bradley M Corsiglia | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Patricia D Crauwels | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Christina Diane Crow | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Gray Thomas Culbreath | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Blake R David Sr | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Juan C Delgado | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Robert Ryan Deligans | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| John N Demas | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Aaron DeShaw | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Leslie Dippel | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Daniel D Dolan II | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Javier Espinoza | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| John Evers | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Thomas P Feher | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Joel E Feistner | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| James N Floyd | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Joan Orsini Ford | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Anne Foster | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Debra Ann Freid | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| William R Garza | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Hon Ross M Goodman | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| David W Grossman | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| James W Gustafson Jr | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Thomas S Harmon | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jerome A Hierseman | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Sheila P Hiestand | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| John A Hobson | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| James Holland | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Elizabeth Holland Howanitz | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| John C Howell | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Peter M Hughes | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| J Charles Ingram | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| T Scott Jones | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jason W Konvicka | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Daniel Kruid | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Yoshiaki C Kubota | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jeffrey Michael Kuntz | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mark D Lammers | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Alan L Lane | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Brian P Lauten | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Abigail R Leaf | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Powell M Leitch III | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Letty Litchfield | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Anthony W Livoti | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Ashleigh R Madison | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Ralph L Marchbank Jr | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Timothy L Martin | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dwaine M Massey | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Kirk Mathis | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mitzi S Mayfield | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Teresa Fariss McClain | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Angela McGraw | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mindy McLaughlin | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Beth H McMasters | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Elizabeth M McMillan | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Joseph P McMonigle | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Aram Papken Megerian | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Carrie E Meigs | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Marco Mercaldo | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Amee A Mikacich | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Robert A Morgenstern | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| J Kevin Morrison | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Andrew Moss | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Angela M Nelson | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Tim Newsom | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Brian Keith O'Connor | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Thomas J Overton | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Vincent J Pancari | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Christian R Patno | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jean-Cristian Patrascioiu | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Andrew L Payne | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Kevin T Peters | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Christopher R Pettit | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Nancy W Phillips | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Frank M Pitre | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Troy A Poetz | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Russell X Pollock | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Barry A Postman | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dixie Dan Powell | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| James K Powers | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| David W Proctor | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Simon B Purnell | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Phillippe Mario Raymond Reid Jr | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Karen R Roberts | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Michael Roth | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Renee E Rothauge | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Steven J Rothman | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Robert L Rush | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Kimberly Sayre | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Hella V Scheuerman | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mikkie R Schiltz | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Geoffrey Sessions | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Laura Bellegie Sharp | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JD Smith | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Christopher J Smith | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jason Snell | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Ryan S Squires | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Clay M Stevens | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| David M Stillwell | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Judith A Susskind | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jill P Telfer | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Tad Thomas | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jeffrey M Tillotson | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Daniel Torrens | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Deborah S Tropp-Thompson | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jennifer Truelove | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Joseph P Tunstall III | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Greg W Turman | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Darryl Scott Vereen | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Thomas Brian Vertetis | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Peter J Wanek | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Kirk G Warner | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Leila H Watson | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Charles C Webb | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Charles C Weddle III | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Andrew Weinstock | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Hon Daun A Weliever- Simpson | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| William M White | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Brian Lee Wildermuth | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Paul D Williams | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Michael T Wise | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| David Lincoln Woodard | |||||||
| Chapter Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Brian Tyson | |||||||
| Executive Director | 30.00 | 8.50 | Yes (X) | $196,227 | $49,057 | $46,023 | |
| Sarah Wahlert Kersh | |||||||
| Associate Executive Director | 30.00 | 8.50 | Yes (X) | $137,442 | $30,271 | $30,084 | |
| Molly McDonald | |||||||
| Foundation Assoc Executive Director | 0.00 | 38.50 | Yes (X) | $0 | $136,586 | $35,153 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $393,669 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $239,914 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $111,260 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis LLP | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14241 Dallas Pkwy 1100 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75254 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Accounting services | ServicesDesc |
| Compensation | $537,287 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $104,643 | AllOtherContributionsAmt |
| Total Contributions | $104,643 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Membership dues | 900099 | $2,874,191 | $2,874,191 |
| Conferences | 900099 | $195,241 | $195,241 |
| Other activities | 900099 | $51,046 | $51,046 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,120,478 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $176,796 | TotalRevenueColumnAmt |
| Exclusion | $176,796 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $383,226 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $407,965 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$24,739 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$24,739 | TotalRevenueColumnAmt |
| Exclusion | -$24,739 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,377,178 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,120,478 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $152,057 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $457,467 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $475,563 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,452 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,439 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,773 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,903 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $369,057 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,507 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,307 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,450 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,943 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,230 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,829 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $858,019 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,650 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,700 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| Publications | $95,021 |
| Program expense | $38,319 |
| Uncollectible amounts | $17,636 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,105,265 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,402,383 | BOYAmt |
| EOY | $2,001,568 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,022,483 | BOYAmt |
| EOY | $1,560,577 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,705 | BOYAmt |
| EOY | $20,932 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,621 | BOYAmt |
| EOY | $25,968 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $34,866 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,267 | BOYAmt |
| EOY | $219,948 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $241,122 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $225,843 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,852 | BOYAmt |
| EOY | $15,279 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,407,065 | BOYAmt |
| EOY | $2,577,197 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $542,730 | BOYAmt |
| EOY | $458,089 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,733,106 | BOYAmt |
| EOY | $6,914,424 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,886 | BOYAmt |
| EOY | $184,849 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,398,953 | BOYAmt |
| EOY | $1,318,991 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,976,051 | BOYAmt |
| EOY | $1,664,780 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,551,890 | BOYAmt |
| EOY | $3,168,620 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,181,216 | BOYAmt |
| EOY | $3,745,804 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,181,216 | BOYAmt |
| EOY | $3,745,804 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,733,106 | BOYAmt |
| EOY | $6,914,424 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $271,913 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $292,675 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | Yes (1) | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,593 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,017 | DepreciationAmt |
| Book Value | $1,576 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $60,204 | OtherCostOrOtherBasisAmt |
| Depreciation | $46,501 | DepreciationAmt |
| Book Value | $13,703 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $165,325 | OtherCostOrOtherBasisAmt |
| Depreciation | $165,325 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $15,279 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Operating lease right-of-use | Desc |
| Book Value | $458,089 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $458,089 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Membership dues payable to affiliates | $943,715 |
| Payable to the Foundation | $246,652 |
| Operating lease liabilities | $474,413 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,664,780 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $3,683,563 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $292,675 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $38,217 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $330,892 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,352,671 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $24,507 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $24,507 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,377,178 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,118,975 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $38,217 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $38,217 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,080,758 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $24,507 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $24,507 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,105,265 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Foundation of the American Board of Trial Advocates | ||||||||
| 2001 Bryan St Ste 3000 | Dallas | TX | 75201 | 570969581 | 501(c)(3) | $412,416 | $0 | General support |
| Loyola Law School | ||||||||
| 1 LMU Drive U-Hall 4900 | Los Angeles | CA | 90045 | 951643334 | 501(c)(3) | $15,000 | $0 | Journalist Law School |
| The National Judicial College | ||||||||
| 1664 N Virginia St | Reno | NV | 89557 | 942427596 | 501(c)(3) | $5,000 | $0 | To support oganization mission |
| University of South Carolina | ||||||||
| 1600 Hampton Street | Columbia | SC | 29208 | 576001153 | State Gov't | $15,000 | $0 | 2023 and 2024 Media Law School support |
| Montrose Community Foundation | ||||||||
| 15 S Uncompahgre Ave | Montrose | CO | 81401 | 841128761 | 501(c)(3) | $5,051 | $0 | General support |
| Hawaii Community Foundation | ||||||||
| 827 Fort Street Mall | Honolulu | HI | 96813 | 990261283 | 501(c)(3) | $5,000 | $0 | To support Maui strong campaign |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The organization contributes to reputable, recognized charities to further their educational programs, promoting the preservation of the jury system and educational outreach. These contributions are made at the organization's discretion. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Brian Tyson | ||||||||||||||
| Executive Director | $195,427 | $48,857 | $800 | $200 | $0 | $0 | $19,623 | $4,906 | $17,195 | $4,299 | $233,045 | $58,262 | $0 | $0 |
| Sarah Wahlert Kersh | ||||||||||||||
| Associate Executive Director | $136,092 | $30,121 | $1,350 | $150 | $0 | $0 | $15,244 | $1,527 | $11,982 | $1,331 | $164,668 | $33,129 | $0 | $0 |
| Molly McDonald | ||||||||||||||
| Foundation Assoc Executive Director | $0 | $135,086 | $0 | $1,500 | $0 | $0 | $0 | $13,659 | $0 | $21,494 | $0 | $171,739 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 3 | FormAndLineReferenceDesc |
| Explanation | The performance of the Executive Director and Associate Executive Directors is reviewed annually, and salaries are compared to the National Association of Bar Executives' annual survey. The ABOTA Executive Committee reviews and approves compensation for these positions. Salaries and benefits are allocated between the American Board of Trial Advocates and the Foundation of the American Board of Trial Advocates. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part V, Line 2 - Compensation reporting: | The American Board of Trial Advocates - Chapters (ABOTA - Chapters) , the America Board of Trial Advocates (ABOTA National) , and the Foundation of the American Board of Trial Advocates (Foundation) are related tax-exempt organizations. Salaries and benefits are shared between the American Board of Trial Advocates (ABOTA National) and the Foundation of the American Board of Trial Advocates. The Foundation of the American Board of Trial Advocates has a shared services agreement with the American Board of Trial Advocates (ABOTA), a related organization. The Foundation administers payroll. The ABOTA National reimburses the Foundation for the employee's time spent on Foundation activities. |
| Form 990, Part VI, Section A, line 6 | The organization is a member organization. Members have voting rights to nominate and elect National Board Members and National Board Representatives. There are eight membership classes in ABOTA, including member, associate, advocate, diplomat, honorary diplomat, judge, emeritus member, and international member. All classes of membership have voting rights except honorary diplomats and international members. |
| Form 990, Part VI, Section B, line 11b | The Finance Director and the Executive Director review Form 990. It is then forwarded to the President for a final review and signature. A copy of the 990 is made available online to all Trustees. |
| Form 990, Part VI, Section B, line 12c | The Board and Trustees annually review and sign the conflict of interest policy at the year's first board meeting. In the event of a conflict, the conflicted party is excused from voting on the matter. |
| Form 990, Part VI, Section B, line 15 | Annual performance reviews are conducted. Salaries are compared to the National Association of Bar Executives' annual survey. Salaries are reviewed and approved by the Executive Committee. |
| Form 990, Part VI, Section C, line 18 | Upon request. |
| Form 990, Part VI, Section C, line 19 | The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. |
Schedule R IRS990ScheduleR
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Foundation of the American Board of Trial Advocates | ||||||||||
| 2001 Bryan St Ste 3000 | Dallas | TX | 75201 | 570969581 | Support advocacy programs | SC | 501(c)(3) | Line 7 | American Board of Trial Advocates | Yes (1) |
| American Board of Trial Advocates - Chapters | ||||||||||
| 2001 Bryan St Ste 3000 | Dallas | TX | 75201 | 954216564 | Public interest | CA | 501(c)(6) | 0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | 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 | 0 | 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 | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation of the American Board of Trial Advocates | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $412,416 | InvolvedAmt |
| Method Of Amount Determination | Cash | MethodOfAmountDeterminationTxt |