2024-10-30T15:07:33-05:00 2023-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2023-01-01 952504030 American Board of Trial Advocates AMER 2148717523 2001 Bryan St 3000 Dallas TX 75201 Andrea La'Verne Edney President 2148717523 2024-10-30 1 0 Barbara Murphy P01386215 7134395739 2024-10-30 2023 2024-10-15 13:58:12Z Andrea La'Verne Edney 2001 Bryan St 3000 Dallas TX 75201 3785143 0 X www.abota.org X 1958 CA To improve advocacy standards and benefit the public through more effective representation. 219 217 10 217 0 0 177360 104643 3200787 3120478 -212970 152057 0 0 3165177 3377178 541418 457467 0 0 711412 699130 0 0 0 1999623 1948668 3252453 3105265 -87276 271913 6733106 6914424 3551890 3168620 3181216 3745804 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. 0 0 The organization conducts seminars and meetings to further educate trial lawyers and honor accomplishments of its members. The organization provided legislative analysis and published magazines, articles, and online resources for its members. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 0 1 0 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 X 24 0 1 10 1 0 0 0 0 1 1 0 0 0 X 219 217 0 0 0 0 1 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X Brian Tyson 2148717523 2001 Bryan St Ste 3000 Dallas TX 75201 Steven W Quattlebaum National President 15.00 1.00 X X 60000 0 0 Christopher Beeman Foundation President 1.00 15.00 X X 0 24000 0 Andrea La'Verne Edney National President-Elect 5.00 1.00 X X 0 0 0 Jennifer Haltom Doan National Vice President 5.00 1.00 X X 0 0 0 S Lester Tate III Treasurer 5.00 1.00 X X 0 0 0 Corinne C Hodak Secretary 5.00 1.00 X X 0 0 0 Karen C Burgess Appointee 5.00 1.00 X X 0 0 0 Gordon S Rather Jr Appointee 5.00 1.00 X X 0 0 0 JD Smith Appointee 5.00 1.00 X X 0 0 0 Quentin D Brogdon Past President Appointee 5.00 1.00 X X 0 0 0 Doris Cheng Past President Appointee 5.00 1.00 X X 0 0 0 Lewis R Sifford Immediate Past President 5.00 1.00 X X 0 0 0 Hon Jerome B Abrams ABOTA - National Appointee 1.00 1.00 X 0 0 0 Mary E Alexander ABOTA - National Appointee 1.00 1.00 X 0 0 0 Pedro Raul Alvarez Jr ABOTA - National Appointee 1.00 1.00 X 0 0 0 Hilary C Banker ABOTA - National Appointee 1.00 1.00 X 0 0 0 Christopher J Beeman ABOTA - National Appointee 1.00 1.00 X 0 0 0 Quentin D Brogdon ABOTA - National Appointee 1.00 1.00 X 0 0 0 Karen C Burgess ABOTA - National Appointee 1.00 1.00 X 0 0 0 Joseph Alan Callier ABOTA - National Appointee 1.00 1.00 X 0 0 0 Adriana H Cardenas ABOTA - National Appointee 1.00 1.00 X 0 0 0 David E Cherry ABOTA - National Appointee 1.00 1.00 X 0 0 0 Robert A Cole ABOTA - National Appointee 1.00 1.00 X 0 0 0 Cynthia Diggs ABOTA - National Appointee 1.00 1.00 X 0 0 0 Winford L Dunn Jr ABOTA - National Appointee 1.00 1.00 X 0 0 0 Philippa Victoria Ellis ABOTA - National Appointee 1.00 1.00 X 0 0 0 Curtis W Fenley III ABOTA - National Appointee 1.00 1.00 X 0 0 0 Kathleen A Gallagher ABOTA - National Appointee 1.00 1.00 X 0 0 0 Charles L Henke ABOTA - National Appointee 1.00 1.00 X 0 0 0 Wayne Hogan ABOTA - National Appointee 1.00 1.00 X 0 0 0 R Bruce Hurley ABOTA - National Appointee 1.00 1.00 X 0 0 0 Alison D Kennamer ABOTA - National Appointee 1.00 1.00 X 0 0 0 Shaun C Kent ABOTA - National Appointee 1.00 1.00 X 0 0 0 Patricia J Kerrigan ABOTA - National Appointee 1.00 1.00 X 0 0 0 Hon Nelly N Khouzam ABOTA - National Appointee 1.00 1.00 X 0 0 0 Lynn M Leonard ABOTA - National Appointee 1.00 1.00 X 0 0 0 Pamela S Liosi-Traut ABOTA - National Appointee 1.00 1.00 X 0 0 0 Stephen G Lowry ABOTA - National Appointee 1.00 1.00 X 0 0 0 Tracy W McCormack ABOTA - National Appointee 1.00 1.00 X 0 0 0 Jessica Banahan McNeel ABOTA - National Appointee 1.00 1.00 X 0 0 0 Hon Wendell Mortimer Jr ABOTA - National Appointee 1.00 1.00 X 0 0 0 Eileen O'Neill ABOTA - National Appointee 1.00 1.00 X 0 0 0 Dominique A Pollara ABOTA - National Appointee 1.00 1.00 X 0 0 0 Hans G Poppe ABOTA - National Appointee 1.00 1.00 X 0 0 0 Bryan R Reid ABOTA - National Appointee 1.00 1.00 X 0 0 0 Peter W Riley ABOTA - National Appointee 1.00 1.00 X 0 0 0 Wayne A Ritchie II ABOTA - National Appointee 1.00 1.00 X 0 0 0 William D Shapiro ABOTA - National Appointee 1.00 1.00 X 0 0 0 JD Smith ABOTA - National Appointee 1.00 1.00 X 0 0 0 Steven A Springer ABOTA - National Appointee 1.00 1.00 X 0 0 0 Brian G Steller ABOTA - National Appointee 1.00 1.00 X 0 0 0 N Denise Taylor ABOTA - National Appointee 1.00 1.00 X 0 0 0 William M Toles ABOTA - National Appointee 1.00 1.00 X 0 0 0 Deborah S Tropp ABOTA - National Appointee 1.00 1.00 X 0 0 0 Jill Webb ABOTA - National Appointee 1.00 1.00 X 0 0 0 Joshua A Whitman ABOTA - National Appointee 1.00 1.00 X 0 0 0 Lish Whitson ABOTA - National Appointee 1.00 1.00 X 0 0 0 Hon David W Abbott Chapter Board Member 1.00 1.00 X 0 0 0 Dale L Allen Jr Chapter Board Member 1.00 1.00 X 0 0 0 Tamatha Alvarez Chapter Board Member 1.00 1.00 X 0 0 0 Darrell Edward Baker Jr Chapter Board Member 1.00 1.00 X 0 0 0 Evan Bassett Chapter Board Member 1.00 1.00 X 0 0 0 Sherie Potts Beckman Chapter Board Member 1.00 1.00 X 0 0 0 Jason S Bell Chapter Board Member 1.00 1.00 X 0 0 0 Eric Berg Chapter Board Member 1.00 1.00 X 0 0 0 Erik P Bergeland Chapter Board Member 1.00 1.00 X 0 0 0 Nathan H Bjerke Chapter Board Member 1.00 1.00 X 0 0 0 Beth Boone Chapter Board Member 1.00 1.00 X 0 0 0 William Andrew Bowen Chapter Board Member 1.00 1.00 X 0 0 0 Greta Braker Chapter Board Member 1.00 1.00 X 0 0 0 Russell Clay Brown Chapter Board Member 1.00 1.00 X 0 0 0 Robert J Buchanan Chapter Board Member 1.00 1.00 X 0 0 0 Benjamin C Bunn Chapter Board Member 1.00 1.00 X 0 0 0 Sammy M Cacciatore Chapter Board Member 1.00 1.00 X 0 0 0 Brian A Cardoza Chapter Board Member 1.00 1.00 X 0 0 0 Dave Carothers Chapter Board Member 1.00 1.00 X 0 0 0 Angela M Castronovo Chapter Board Member 1.00 1.00 X 0 0 0 Vincent Chadick Chapter Board Member 1.00 1.00 X 0 0 0 BK Christopher Chapter Board Member 1.00 1.00 X 0 0 0 Kathy Jo Cook Chapter Board Member 1.00 1.00 X 0 0 0 David J Corey Chapter Board Member 1.00 1.00 X 0 0 0 Bradley M Corsiglia Chapter Board Member 1.00 1.00 X 0 0 0 Patricia D Crauwels Chapter Board Member 1.00 1.00 X 0 0 0 Christina Diane Crow Chapter Board Member 1.00 1.00 X 0 0 0 Gray Thomas Culbreath Chapter Board Member 1.00 1.00 X 0 0 0 Blake R David Sr Chapter Board Member 1.00 1.00 X 0 0 0 Juan C Delgado Chapter Board Member 1.00 1.00 X 0 0 0 Robert Ryan Deligans Chapter Board Member 1.00 1.00 X 0 0 0 John N Demas Chapter Board Member 1.00 1.00 X 0 0 0 Aaron DeShaw Chapter Board Member 1.00 1.00 X 0 0 0 Leslie Dippel Chapter Board Member 1.00 1.00 X 0 0 0 Daniel D Dolan II Chapter Board Member 1.00 1.00 X 0 0 0 Javier Espinoza Chapter Board Member 1.00 1.00 X 0 0 0 John Evers Chapter Board Member 1.00 1.00 X 0 0 0 Thomas P Feher Chapter Board Member 1.00 1.00 X 0 0 0 Joel E Feistner Chapter Board Member 1.00 1.00 X 0 0 0 James N Floyd Chapter Board Member 1.00 1.00 X 0 0 0 Joan Orsini Ford Chapter Board Member 1.00 1.00 X 0 0 0 Anne Foster Chapter Board Member 1.00 1.00 X 0 0 0 Debra Ann Freid Chapter Board Member 1.00 1.00 X 0 0 0 William R Garza Chapter Board Member 1.00 1.00 X 0 0 0 Hon Ross M Goodman Chapter Board Member 1.00 1.00 X 0 0 0 David W Grossman Chapter Board Member 1.00 1.00 X 0 0 0 James W Gustafson Jr Chapter Board Member 1.00 1.00 X 0 0 0 Thomas S Harmon Chapter Board Member 1.00 1.00 X 0 0 0 Jerome A Hierseman Chapter Board Member 1.00 1.00 X 0 0 0 Sheila P Hiestand Chapter Board Member 1.00 1.00 X 0 0 0 John A Hobson Chapter Board Member 1.00 1.00 X 0 0 0 James Holland Chapter Board Member 1.00 1.00 X 0 0 0 Elizabeth Holland Howanitz Chapter Board Member 1.00 1.00 X 0 0 0 John C Howell Chapter Board Member 1.00 1.00 X 0 0 0 Peter M Hughes Chapter Board Member 1.00 1.00 X 0 0 0 J Charles Ingram Chapter Board Member 1.00 1.00 X 0 0 0 T Scott Jones Chapter Board Member 1.00 1.00 X 0 0 0 Jason W Konvicka Chapter Board Member 1.00 1.00 X 0 0 0 Daniel Kruid Chapter Board Member 1.00 1.00 X 0 0 0 Yoshiaki C Kubota Chapter Board Member 1.00 1.00 X 0 0 0 Jeffrey Michael Kuntz Chapter Board Member 1.00 1.00 X 0 0 0 Mark D Lammers Chapter Board Member 1.00 1.00 X 0 0 0 Alan L Lane Chapter Board Member 1.00 1.00 X 0 0 0 Brian P Lauten Chapter Board Member 1.00 1.00 X 0 0 0 Abigail R Leaf Chapter Board Member 1.00 1.00 X 0 0 0 Powell M Leitch III Chapter Board Member 1.00 1.00 X 0 0 0 Letty Litchfield Chapter Board Member 1.00 1.00 X 0 0 0 Anthony W Livoti Chapter Board Member 1.00 1.00 X 0 0 0 Ashleigh R Madison Chapter Board Member 1.00 1.00 X 0 0 0 Ralph L Marchbank Jr Chapter Board Member 1.00 1.00 X 0 0 0 Timothy L Martin Chapter Board Member 1.00 1.00 X 0 0 0 Dwaine M Massey Chapter Board Member 1.00 1.00 X 0 0 0 Kirk Mathis Chapter Board Member 1.00 1.00 X 0 0 0 Mitzi S Mayfield Chapter Board Member 1.00 1.00 X 0 0 0 Teresa Fariss McClain Chapter Board Member 1.00 1.00 X 0 0 0 Angela McGraw Chapter Board Member 1.00 1.00 X 0 0 0 Mindy McLaughlin Chapter Board Member 1.00 1.00 X 0 0 0 Beth H McMasters Chapter Board Member 1.00 1.00 X 0 0 0 Elizabeth M McMillan Chapter Board Member 1.00 1.00 X 0 0 0 Joseph P McMonigle Chapter Board Member 1.00 1.00 X 0 0 0 Aram Papken Megerian Chapter Board Member 1.00 1.00 X 0 0 0 Carrie E Meigs Chapter Board Member 1.00 1.00 X 0 0 0 Marco Mercaldo Chapter Board Member 1.00 1.00 X 0 0 0 Amee A Mikacich Chapter Board Member 1.00 1.00 X 0 0 0 Robert A Morgenstern Chapter Board Member 1.00 1.00 X 0 0 0 J Kevin Morrison Chapter Board Member 1.00 1.00 X 0 0 0 Andrew Moss Chapter Board Member 1.00 1.00 X 0 0 0 Angela M Nelson Chapter Board Member 1.00 1.00 X 0 0 0 Tim Newsom Chapter Board Member 1.00 1.00 X 0 0 0 Brian Keith O'Connor Chapter Board Member 1.00 1.00 X 0 0 0 Thomas J Overton Chapter Board Member 1.00 1.00 X 0 0 0 Vincent J Pancari Chapter Board Member 1.00 1.00 X 0 0 0 Christian R Patno Chapter Board Member 1.00 1.00 X 0 0 0 Jean-Cristian Patrascioiu Chapter Board Member 1.00 1.00 X 0 0 0 Andrew L Payne Chapter Board Member 1.00 1.00 X 0 0 0 Kevin T Peters Chapter Board Member 1.00 1.00 X 0 0 0 Christopher R Pettit Chapter Board Member 1.00 1.00 X 0 0 0 Nancy W Phillips Chapter Board Member 1.00 1.00 X 0 0 0 Frank M Pitre Chapter Board Member 1.00 1.00 X 0 0 0 Troy A Poetz Chapter Board Member 1.00 1.00 X 0 0 0 Russell X Pollock Chapter Board Member 1.00 1.00 X 0 0 0 Barry A Postman Chapter Board Member 1.00 1.00 X 0 0 0 Dixie Dan Powell Chapter Board Member 1.00 1.00 X 0 0 0 James K Powers Chapter Board Member 1.00 1.00 X 0 0 0 David W Proctor Chapter Board Member 1.00 1.00 X 0 0 0 Simon B Purnell Chapter Board Member 1.00 1.00 X 0 0 0 Phillippe Mario Raymond Reid Jr Chapter Board Member 1.00 1.00 X 0 0 0 Karen R Roberts Chapter Board Member 1.00 1.00 X 0 0 0 Michael Roth Chapter Board Member 1.00 1.00 X 0 0 0 Renee E Rothauge Chapter Board Member 1.00 1.00 X 0 0 0 Steven J Rothman Chapter Board Member 1.00 1.00 X 0 0 0 Robert L Rush Chapter Board Member 1.00 1.00 X 0 0 0 Kimberly Sayre Chapter Board Member 1.00 1.00 X 0 0 0 Hella V Scheuerman Chapter Board Member 1.00 1.00 X 0 0 0 Mikkie R Schiltz Chapter Board Member 1.00 1.00 X 0 0 0 Geoffrey Sessions Chapter Board Member 1.00 1.00 X 0 0 0 Laura Bellegie Sharp Chapter Board Member 1.00 1.00 X 0 0 0 JD Smith Chapter Board Member 1.00 1.00 X 0 0 0 Christopher J Smith Chapter Board Member 1.00 1.00 X 0 0 0 Jason Snell Chapter Board Member 1.00 1.00 X 0 0 0 Ryan S Squires Chapter Board Member 1.00 1.00 X 0 0 0 Clay M Stevens Chapter Board Member 1.00 1.00 X 0 0 0 David M Stillwell Chapter Board Member 1.00 1.00 X 0 0 0 Judith A Susskind Chapter Board Member 1.00 1.00 X 0 0 0 Jill P Telfer Chapter Board Member 1.00 1.00 X 0 0 0 Tad Thomas Chapter Board Member 1.00 1.00 X 0 0 0 Jeffrey M Tillotson Chapter Board Member 1.00 1.00 X 0 0 0 Daniel Torrens Chapter Board Member 1.00 1.00 X 0 0 0 Deborah S Tropp-Thompson Chapter Board Member 1.00 1.00 X 0 0 0 Jennifer Truelove Chapter Board Member 1.00 1.00 X 0 0 0 Joseph P Tunstall III Chapter Board Member 1.00 1.00 X 0 0 0 Greg W Turman Chapter Board Member 1.00 1.00 X 0 0 0 Darryl Scott Vereen Chapter Board Member 1.00 1.00 X 0 0 0 Thomas Brian Vertetis Chapter Board Member 1.00 1.00 X 0 0 0 Peter J Wanek Chapter Board Member 1.00 1.00 X 0 0 0 Kirk G Warner Chapter Board Member 1.00 1.00 X 0 0 0 Leila H Watson Chapter Board Member 1.00 1.00 X 0 0 0 Charles C Webb Chapter Board Member 1.00 1.00 X 0 0 0 Charles C Weddle III Chapter Board Member 1.00 1.00 X 0 0 0 Andrew Weinstock Chapter Board Member 1.00 1.00 X 0 0 0 Hon Daun A Weliever- Simpson Chapter Board Member 1.00 1.00 X 0 0 0 William M White Chapter Board Member 1.00 1.00 X 0 0 0 Brian Lee Wildermuth Chapter Board Member 1.00 1.00 X 0 0 0 Paul D Williams Chapter Board Member 1.00 1.00 X 0 0 0 Michael T Wise Chapter Board Member 1.00 1.00 X 0 0 0 David Lincoln Woodard Chapter Board Member 1.00 1.00 X 0 0 0 Brian Tyson Executive Director 30.00 8.50 X 196227 49057 46023 Sarah Wahlert Kersh Associate Executive Director 30.00 8.50 X 137442 30271 30084 Molly McDonald Foundation Assoc Executive Director 0.00 38.50 X 0 136586 35153 393669 239914 111260 2 0 1 0 Forvis LLP 14241 Dallas Pkwy 1100 Dallas TX 75254 Accounting services 537287 1 104643 104643 Membership dues 900099 2874191 2874191 Conferences 900099 195241 195241 Other activities 900099 51046 51046 3120478 176796 176796 383226 407965 -24739 -24739 -24739 3377178 3120478 0 152057 457467 475563 146452 9439 34773 32903 369057 24507 42307 107450 43943 120230 219829 858019 3650 8700 Publications 95021 Program expense 38319 Uncollectible amounts 17636 3105265 2402383 2001568 1022483 1560577 25705 20932 102621 25968 34866 222267 219948 241122 225843 7852 15279 2407065 2577197 542730 458089 6733106 6914424 176886 184849 1398953 1318991 1976051 1664780 3551890 3168620 X 0 0 0 0 3181216 3745804 3181216 3745804 6733106 6914424 271913 292675 0 X 0 1 X 1 0 1 0 0 15593 14017 1576 60204 46501 13703 165325 165325 0 15279 Operating lease right-of-use 458089 458089 Membership dues payable to affiliates 943715 Payable to the Foundation 246652 Operating lease liabilities 474413 1664780 3683563 292675 38217 330892 3352671 24507 24507 3377178 3118975 38217 38217 3080758 24507 24507 3105265 1 Foundation of the American Board of Trial Advocates 2001 Bryan St Ste 3000 Dallas TX 75201 570969581 501(c)(3) 412416 0 General support Loyola Law School 1 LMU Drive U-Hall 4900 Los Angeles CA 90045 951643334 501(c)(3) 15000 0 Journalist Law School The National Judicial College 1664 N Virginia St Reno NV 89557 942427596 501(c)(3) 5000 0 To support oganization mission University of South Carolina 1600 Hampton Street Columbia SC 29208 576001153 State Gov't 15000 0 2023 and 2024 Media Law School support Montrose Community Foundation 15 S Uncompahgre Ave Montrose CO 81401 841128761 501(c)(3) 5051 0 General support Hawaii Community Foundation 827 Fort Street Mall Honolulu HI 96813 990261283 501(c)(3) 5000 0 To support Maui strong campaign 6 0 Part I, Line 2: 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. X X 0 0 0 Brian Tyson Executive Director 195427 48857 800 200 0 0 19623 4906 17195 4299 233045 58262 0 0 Sarah Wahlert Kersh Associate Executive Director 136092 30121 1350 150 0 0 15244 1527 11982 1331 164668 33129 0 0 Molly McDonald Foundation Assoc Executive Director 0 135086 0 1500 0 0 0 13659 0 21494 0 171739 0 0 Part I, Line 3 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. 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. 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 1 American Board of Trial Advocates - Chapters 2001 Bryan St Ste 3000 Dallas TX 75201 954216564 Public interest CA 501(c)(6) 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 Foundation of the American Board of Trial Advocates B 412416 Cash