STRATEGY STUDIO / PUBLIC DATA EXPLORER

AMERICAN BOARD OF TRIAL ADVOCATES: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
AMERICAN BOARD OF TRIAL ADVOCATES (EIN 95-2504030)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-14
IRS object ID
202333189349300708
Schema version
2022v5.0
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

FieldValueIRS element (for citing)
Return2023-11-14T06:14:03-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN760269860PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Blazek & VetterlingBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12900 Weslayan Suite 200AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN952504030EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1American Board of Trial AdvocatesBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAMERBusinessNameControlTxt
Phone2148717523PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12001 Bryan St 3000AddressLine1Txt
CityDallasCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75201ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSteven W QuattlebaumPersonNm
Person TitlePresidentPersonTitleTxt
Phone2148717523PhoneNum
Signature2023-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstStevenPersonFirstNm
Person LastQuattlebaumPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBarbara MurphyPreparerPersonNm
PTINP01386215PTIN
Phone7134395739PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSteven W QuattlebaumPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12001 Bryan St 3000AddressLine1Txt
CityDallasCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75201ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,808,074GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website Addresswww.abota.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1958FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTo improve advocacy standards and benefit the public through more effective representation.ActivityOrMissionDesc
Voting Members Governing Body219VotingMembersGoverningBodyCnt
Voting Members Independent217VotingMembersIndependentCnt
Total Employee8TotalEmployeeCnt
Total Volunteers219TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$74,488PYContributionsGrantsAmt
CY Contributions Grants$177,360CYContributionsGrantsAmt
PY Program Service Revenue$3,231,022PYProgramServiceRevenueAmt
CY Program Service Revenue$3,200,787CYProgramServiceRevenueAmt
PY Investment Income$534,282PYInvestmentIncomeAmt
CY Investment Income-$212,970CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$3,839,792PYTotalRevenueAmt
CY Total Revenue$3,165,177CYTotalRevenueAmt
PY Grants And Similar Paid$425,885PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$541,418CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$751,176PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$711,412CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,746,306PYOtherExpensesAmt
CY Other Expenses$1,999,623CYOtherExpensesAmt
PY Total Expenses$2,923,367PYTotalExpensesAmt
CY Total Expenses$3,252,453CYTotalExpensesAmt
PY Revenues Less Expenses$916,425PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$87,276CYRevenuesLessExpensesAmt
Total Assets BOY$7,118,701TotalAssetsBOYAmt
Total Assets EOY$6,733,106TotalAssetsEOYAmt
Total Liabilities BOY$3,178,513TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,551,890TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,940,188NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,181,216NetAssetsOrFundBalancesEOYAmt
MissionThe 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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescThe organization conducts seminars and meetings to further educate trial lawyers and honor accomplishments of its members.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescThe organization provided legislative analysis and published magazines, articles, and online resources for its members.Desc
FieldValueIRS element (for citing)
Described In Section501c30DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document24IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee8EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible ContributionsYes (1)NondeductibleContributionsInd
Nondeductible Contri DisclYes (1)NondeductibleContriDisclInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members219GoverningBodyVotingMembersCnt
Independent Voting Member217IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Brian TysonBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2148717523PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12001 Bryan St Ste 3000AddressLine1Txt
CityDallasCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75201ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (240 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Steven W Quattlebaum
National President-Elect10.001.00Yes (X)Yes (X)$0$0$0
Andrea La'Verne Edney
National Vice President10.001.00Yes (X)Yes (X)$0$0$0
S Lester Tate III
Treasurer10.001.00Yes (X)Yes (X)$0$0$0
Corinne C Hodak
Secretary10.001.00Yes (X)Yes (X)$0$0$0
Quentin D Brogdon
Appointee10.001.00Yes (X)Yes (X)$0$0$0
Doris Cheng
Appointee10.001.00Yes (X)Yes (X)$0$0$0
Michael P Maguire
Past President Apointee10.001.00Yes (X)Yes (X)$0$0$0
Cynthia McGuinn
Past President Apointee10.001.00Yes (X)Yes (X)$0$0$0
Grace Weatherly
Immediate Past President10.001.00Yes (X)Yes (X)$0$0$0
John H Kim
Foundation President1.0020.00Yes (X)Yes (X)$0$0$24,000
Mary E Alexander
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
Pedro Raul Alvarez Jr
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
Hilary C Banker
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
Christopher J Beeman
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
Karen C Burgess
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
Joseph Alan Callier
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
Donald W Carlson
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
David E Cherry
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
Robert A Cole
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
Cynthia Diggs
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
Winford L Dunn Jr
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
Thomas H Fain
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
Curtis W Fenley III
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
Hon Bryan F Foster
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
Kathleen A Gallagher
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
Jan Marie Gunderson
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
Charles L Henke
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
Wayne Hogan
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
Alison D Kennamer
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
Patricia J Kerrigan
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
Hon Nelly N Khouzam
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
Yoshiaki C Kubota
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
Brian P Lauten
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
Lynn M Leonard
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
Stephen G Lowry
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
Tracy W McCormack
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
Hon Wendell Mortimer Jr
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
Eileen O'Neill
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
Andrew L Payne
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
Dominique A Pollara
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
Hans G Poppe
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
Bryan R Reid
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
Peter W Riley
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
Wayne A Ritchie II
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
William D Shapiro
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
William R Sieben
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
JD Smith
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
Steven A Springer
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
Jason E Taylor
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
N Denise Taylor
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
William M Toles
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
Deborah S Tropp
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
Jill Webb
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
Joshua A Whitman
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
Lish Whitson
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
Walter M Yoka
ABOTA National - Appointee1.001.00Yes (X)$0$0$0
Hon Jerome B Abrams
Chapter Board Member1.001.00Yes (X)$0$0$0
Robert E Aldrich Jr
Chapter Board Member1.001.00Yes (X)$0$0$0
Tamatha Alvarez
Chapter Board Member1.001.00Yes (X)$0$0$0
Joseph L Amos
Chapter Board Member1.001.00Yes (X)$0$0$0
Breen Arntz
Chapter Board Member1.001.00Yes (X)$0$0$0
Darryl E Baker
Chapter Board Member1.001.00Yes (X)$0$0$0
Hon Caroline E Baker
Chapter Board Member1.001.00Yes (X)$0$0$0
Jack B Baldwin
Chapter Board Member1.001.00Yes (X)$0$0$0
John A Banahan
Chapter Board Member1.001.00Yes (X)$0$0$0
Jeptha F Barbour
Chapter Board Member1.001.00Yes (X)$0$0$0
John J Barton
Chapter Board Member1.001.00Yes (X)$0$0$0
Charles A Bentley Jr
Chapter Board Member1.001.00Yes (X)$0$0$0
Adele Blackmore
Chapter Board Member1.001.00Yes (X)$0$0$0
Andrew Russell Blank
Chapter Board Member1.001.00Yes (X)$0$0$0
Monty Bottom
Chapter Board Member1.001.00Yes (X)$0$0$0
Christine O Boyd
Chapter Board Member1.001.00Yes (X)$0$0$0
Margaret Moses Branch
Chapter Board Member1.001.00Yes (X)$0$0$0
Angela Beranek Brandt
Chapter Board Member1.001.00Yes (X)$0$0$0
Rebecca Leigh Brock
Chapter Board Member1.001.00Yes (X)$0$0$0
Michael Scott Bucci
Chapter Board Member1.001.00Yes (X)$0$0$0
Benjamin C Bunn
Chapter Board Member1.001.00Yes (X)$0$0$0
Sean M Burke
Chapter Board Member1.001.00Yes (X)$0$0$0
Fernando M Bustos
Chapter Board Member1.001.00Yes (X)$0$0$0
Luis Cardenas
Chapter Board Member1.001.00Yes (X)$0$0$0
David K Cohn
Chapter Board Member1.001.00Yes (X)$0$0$0
Richard B Collins
Chapter Board Member1.001.00Yes (X)$0$0$0
W Thompson Comerford Jr
Chapter Board Member1.001.00Yes (X)$0$0$0
Hon Christina Comstock
Chapter Board Member1.001.00Yes (X)$0$0$0
Mark B Connely
Chapter Board Member1.001.00Yes (X)$0$0$0
Dean M Cordiano
Chapter Board Member1.001.00Yes (X)$0$0$0
Bradley M Corsiglia
Chapter Board Member1.001.00Yes (X)$0$0$0
R Scott Costantino
Chapter Board Member1.001.00Yes (X)$0$0$0
William T Counos II
Chapter Board Member1.001.00Yes (X)$0$0$0
John K Courtney
Chapter Board Member1.001.00Yes (X)$0$0$0
Patricia D Crauwels
Chapter Board Member1.001.00Yes (X)$0$0$0
Bobby L Dallas
Chapter Board Member1.001.00Yes (X)$0$0$0
Robert J Dambrino III
Chapter Board Member1.001.00Yes (X)$0$0$0
Clarence Davis
Chapter Board Member1.001.00Yes (X)$0$0$0
Douglas M DeGrave
Chapter Board Member1.001.00Yes (X)$0$0$0
Charles A Deluca
Chapter Board Member1.001.00Yes (X)$0$0$0
Gilbert A Dickinson
Chapter Board Member1.001.00Yes (X)$0$0$0
Jennifer Haltom Doan
Chapter Board Member1.001.00Yes (X)$0$0$0
Stephen E Doohen
Chapter Board Member1.001.00Yes (X)$0$0$0
Terese A Drew
Chapter Board Member1.001.00Yes (X)$0$0$0
Christopher A Duggan
Chapter Board Member1.001.00Yes (X)$0$0$0
Lisa A Duran
Chapter Board Member1.001.00Yes (X)$0$0$0
John Echeverria
Chapter Board Member1.001.00Yes (X)$0$0$0
Hon Andrew Edison
Chapter Board Member1.001.00Yes (X)$0$0$0
Thomas S Edwards Jr
Chapter Board Member1.001.00Yes (X)$0$0$0
Laura Enriquez
Chapter Board Member1.001.00Yes (X)$0$0$0
James W Fayssoux Jr
Chapter Board Member1.001.00Yes (X)$0$0$0
Bibianne U Fell
Chapter Board Member1.001.00Yes (X)$0$0$0
Sammy Ford
Chapter Board Member1.001.00Yes (X)$0$0$0
Sandra Laurel Ford
Chapter Board Member1.001.00Yes (X)$0$0$0
Elizabeth M Fraley
Chapter Board Member1.001.00Yes (X)$0$0$0
William C Garry
Chapter Board Member1.001.00Yes (X)$0$0$0
Joseph A Gerling
Chapter Board Member1.001.00Yes (X)$0$0$0
Robert F Goings
Chapter Board Member1.001.00Yes (X)$0$0$0
Robert Todd Goolsby
Chapter Board Member1.001.00Yes (X)$0$0$0
Wilma J Gray
Chapter Board Member1.001.00Yes (X)$0$0$0
Stephen C Grebing
Chapter Board Member1.001.00Yes (X)$0$0$0
Matthew David Green
Chapter Board Member1.001.00Yes (X)$0$0$0
Patrick J Hagerty
Chapter Board Member1.001.00Yes (X)$0$0$0
David G Halpern
Chapter Board Member1.001.00Yes (X)$0$0$0
Edward L Hardin Jr
Chapter Board Member1.001.00Yes (X)$0$0$0
Jay Harris
Chapter Board Member1.001.00Yes (X)$0$0$0
James M Hartman
Chapter Board Member1.001.00Yes (X)$0$0$0
Aubrey B Harwell Jr
Chapter Board Member1.001.00Yes (X)$0$0$0
Ann Hennis
Chapter Board Member1.001.00Yes (X)$0$0$0
Robert G Hicks
Chapter Board Member1.001.00Yes (X)$0$0$0
Hon Joe W Hilberman
Chapter Board Member1.001.00Yes (X)$0$0$0
Richard H Honaker
Chapter Board Member1.001.00Yes (X)$0$0$0
John H Howard
Chapter Board Member1.001.00Yes (X)$0$0$0
Howard Hunter
Chapter Board Member1.001.00Yes (X)$0$0$0
David C Hutchinson
Chapter Board Member1.001.00Yes (X)$0$0$0
Don Jackson
Chapter Board Member1.001.00Yes (X)$0$0$0
Frederick W James
Chapter Board Member1.001.00Yes (X)$0$0$0
Michelle C Jenni
Chapter Board Member1.001.00Yes (X)$0$0$0
Eric G Kahn
Chapter Board Member1.001.00Yes (X)$0$0$0
Joseph J Kalbac Jr
Chapter Board Member1.001.00Yes (X)$0$0$0
Clinton L Kelly
Chapter Board Member1.001.00Yes (X)$0$0$0
Paul Timothy Kelly
Chapter Board Member1.001.00Yes (X)$0$0$0
Roy R Kelly IV
Chapter Board Member1.001.00Yes (X)$0$0$0
Donald Hamilton Kidd
Chapter Board Member1.001.00Yes (X)$0$0$0
J Scott Kirk
Chapter Board Member1.001.00Yes (X)$0$0$0
Steven C Laird
Chapter Board Member1.001.00Yes (X)$0$0$0
Frank E Lamothe III
Chapter Board Member1.001.00Yes (X)$0$0$0
Robert S Lannin
Chapter Board Member1.001.00Yes (X)$0$0$0
Mark E Larson
Chapter Board Member1.001.00Yes (X)$0$0$0
Moses Lebovits
Chapter Board Member1.001.00Yes (X)$0$0$0
Thomas P Leff
Chapter Board Member1.001.00Yes (X)$0$0$0
Jennifer C Lester
Chapter Board Member1.001.00Yes (X)$0$0$0
Mark J LeWinter
Chapter Board Member1.001.00Yes (X)$0$0$0
Letty Litchfield
Chapter Board Member1.001.00Yes (X)$0$0$0
Ralph A Lombardi
Chapter Board Member1.001.00Yes (X)$0$0$0
Gregory P Love
Chapter Board Member1.001.00Yes (X)$0$0$0
Joe L Lovell
Chapter Board Member1.001.00Yes (X)$0$0$0
Felix Gavi Luna
Chapter Board Member1.001.00Yes (X)$0$0$0
Rafael E Martinez
Chapter Board Member1.001.00Yes (X)$0$0$0
Dwaine M Massey
Chapter Board Member1.001.00Yes (X)$0$0$0
Hon Melissa S May
Chapter Board Member1.001.00Yes (X)$0$0$0
Mitzi S Mayfield
Chapter Board Member1.001.00Yes (X)$0$0$0
Shawn J McCann
Chapter Board Member1.001.00Yes (X)$0$0$0
Kevin J McCarthy
Chapter Board Member1.001.00Yes (X)$0$0$0
Candis A McGowan
Chapter Board Member1.001.00Yes (X)$0$0$0
Hon Rosemary T McGuire
Chapter Board Member1.001.00Yes (X)$0$0$0
James McKibben
Chapter Board Member1.001.00Yes (X)$0$0$0
Marco Mercaldo
Chapter Board Member1.001.00Yes (X)$0$0$0
Sally Metcalfe
Chapter Board Member1.001.00Yes (X)$0$0$0
Todd B Miller
Chapter Board Member1.001.00Yes (X)$0$0$0
Carmen S Mitchell
Chapter Board Member1.001.00Yes (X)$0$0$0
Robert A Morgenstern
Chapter Board Member1.001.00Yes (X)$0$0$0
J Kevin Morrison
Chapter Board Member1.001.00Yes (X)$0$0$0
Michael A Mullen
Chapter Board Member1.001.00Yes (X)$0$0$0
Louis Niedelman
Chapter Board Member1.001.00Yes (X)$0$0$0
Scott E Ortiz
Chapter Board Member1.001.00Yes (X)$0$0$0
Simeon J Osborn
Chapter Board Member1.001.00Yes (X)$0$0$0
Robert B Packer
Chapter Board Member1.001.00Yes (X)$0$0$0
Robert C Palmer III
Chapter Board Member1.001.00Yes (X)$0$0$0
Pete T Patterson
Chapter Board Member1.001.00Yes (X)$0$0$0
Matthew R Pearson
Chapter Board Member1.001.00Yes (X)$0$0$0
Michael F Perley
Chapter Board Member1.001.00Yes (X)$0$0$0
Craig M Peters
Chapter Board Member1.001.00Yes (X)$0$0$0
Paul D Peterson
Chapter Board Member1.001.00Yes (X)$0$0$0
Bruce R Pfaff
Chapter Board Member1.001.00Yes (X)$0$0$0
Russell X Pollock
Chapter Board Member1.001.00Yes (X)$0$0$0
Jeffrey Portnoy
Chapter Board Member1.001.00Yes (X)$0$0$0
Ellen A Presby
Chapter Board Member1.001.00Yes (X)$0$0$0
Susan T Preston
Chapter Board Member1.001.00Yes (X)$0$0$0
William W Price
Chapter Board Member1.001.00Yes (X)$0$0$0
Rahul Ravipudi
Chapter Board Member1.001.00Yes (X)$0$0$0
Richard M Rawdon Jr
Chapter Board Member1.001.00Yes (X)$0$0$0
Elizabeth Ray
Chapter Board Member1.001.00Yes (X)$0$0$0
Manuel A Reboso
Chapter Board Member1.001.00Yes (X)$0$0$0
Gerald F Richman
Chapter Board Member1.001.00Yes (X)$0$0$0
H Darling Robert
Chapter Board Member1.001.00Yes (X)$0$0$0
John R Rodman
Chapter Board Member1.001.00Yes (X)$0$0$0
William J Rogers
Chapter Board Member1.001.00Yes (X)$0$0$0
James R Rosen
Chapter Board Member1.001.00Yes (X)$0$0$0
Susan C Rosen
Chapter Board Member1.001.00Yes (X)$0$0$0
Renee E Rothauge
Chapter Board Member1.001.00Yes (X)$0$0$0
LeAnn Sanders
Chapter Board Member1.001.00Yes (X)$0$0$0
Vonda M Sargent
Chapter Board Member1.001.00Yes (X)$0$0$0
Linda Miller Savitt
Chapter Board Member1.001.00Yes (X)$0$0$0
Scott J Scherr
Chapter Board Member1.001.00Yes (X)$0$0$0
Daniel JT Sciano
Chapter Board Member1.001.00Yes (X)$0$0$0
Richard L Scott
Chapter Board Member1.001.00Yes (X)$0$0$0
Daniel J Scully Jr
Chapter Board Member1.001.00Yes (X)$0$0$0
Wallace Whitney Seals
Chapter Board Member1.001.00Yes (X)$0$0$0
Kirby D Shealy III
Chapter Board Member1.001.00Yes (X)$0$0$0
Manpreet K Singh
Chapter Board Member1.001.00Yes (X)$0$0$0
Hon Daniel H Sleet
Chapter Board Member1.001.00Yes (X)$0$0$0
Gary K Smith
Chapter Board Member1.001.00Yes (X)$0$0$0
Randall E Smith
Chapter Board Member1.001.00Yes (X)$0$0$0
William B Smith
Chapter Board Member1.001.00Yes (X)$0$0$0
Miranda Lundeen Soto
Chapter Board Member1.001.00Yes (X)$0$0$0
Ryan S Squires
Chapter Board Member1.001.00Yes (X)$0$0$0
Joel Jay Steed
Chapter Board Member1.001.00Yes (X)$0$0$0
John E Sweeney
Chapter Board Member1.001.00Yes (X)$0$0$0
James E Tamm
Chapter Board Member1.001.00Yes (X)$0$0$0
Jill P Telfer
Chapter Board Member1.001.00Yes (X)$0$0$0
Gary P Thimsen
Chapter Board Member1.001.00Yes (X)$0$0$0
Hon Laura A Tighe
Chapter Board Member1.001.00Yes (X)$0$0$0
Timothy S Tomasik
Chapter Board Member1.001.00Yes (X)$0$0$0
Alan David Toporek
Chapter Board Member1.001.00Yes (X)$0$0$0
David D Towler
Chapter Board Member1.001.00Yes (X)$0$0$0
Eric V Traut
Chapter Board Member1.001.00Yes (X)$0$0$0
Kimberly Valentine
Chapter Board Member1.001.00Yes (X)$0$0$0
Kristin A VanOrman
Chapter Board Member1.001.00Yes (X)$0$0$0
James A Varner
Chapter Board Member1.001.00Yes (X)$0$0$0
Douglas F Walters
Chapter Board Member1.001.00Yes (X)$0$0$0
Alecia Walters-Hinds
Chapter Board Member1.001.00Yes (X)$0$0$0
Hon Christopher J Warner
Chapter Board Member1.001.00Yes (X)$0$0$0
David L Welch
Chapter Board Member1.001.00Yes (X)$0$0$0
Christopher P Wesierski
Chapter Board Member1.001.00Yes (X)$0$0$0
Daniel E Wilcoxen
Chapter Board Member1.001.00Yes (X)$0$0$0
Teresa Wineland
Chapter Board Member1.001.00Yes (X)$0$0$0
Marquette William Wolf
Chapter Board Member1.001.00Yes (X)$0$0$0
Max E Wright
Chapter Board Member1.001.00Yes (X)$0$0$0
Salvatore J Zambri
Chapter Board Member1.001.00Yes (X)$0$0$0
Brian Tyson
Executive Director30.007.50Yes (X)$195,827$48,957$69,453
Sarah Wahlert-Kersh
Associate Executive Director33.753.75Yes (X)$154,927$17,214$28,925
Molly McDonald
Foundation Assoc Executive Director0.0037.50Yes (X)$0$122,930$34,593
Lewis R Sifford
President20.001.00Yes (X)$60,000$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$410,754TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$189,101TotReportableCompRltdOrgAmt
Total Other Compensation$156,971TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Forvis LLPBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line114241 Dallas Pkwy 1100AddressLine1Txt
CityDallasCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75254ZIPCd
FieldValueIRS element (for citing)
ServicesAccounting servicesServicesDesc
Compensation$759,622CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Government Grants$70,025GovernmentGrantsAmt
All Other Contributions$107,335AllOtherContributionsAmt
Total Contributions$177,360TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Membership dues900099$3,059,693$3,059,693
Conferences900099$107,029$107,029
Other activities900099$34,065$34,065
FieldValueIRS element (for citing)
Total Program Service Revenue$3,200,787TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$97,395TotalRevenueColumnAmt
Exclusion$97,395ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,332,532SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,642,897SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$310,365SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$310,365TotalRevenueColumnAmt
Exclusion-$310,365ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,165,177TotalRevenueColumnAmt
Related Or Exempt Func Income$3,200,787RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$212,970ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$541,418TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$492,350TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$132,169TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$15,938TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$39,739TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$31,216TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$461,945TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$30,008TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$78,433TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$132,389TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$60,098TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$115,490TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$177,604TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$702,032TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$32,791TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$9,610TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
Publications$85,634
Uncollectible amount$85,090
Program expense$27,144
Staff development$1,355

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,252,453TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,139,959BOYAmt
EOY$2,402,383EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$948,451BOYAmt
EOY$1,022,483EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$23,191BOYAmt
EOY$25,705EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$185,456BOYAmt
EOY$102,621EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$279,677BOYAmt
EOY$222,267EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$230,044LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$222,192LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$33,870BOYAmt
EOY$7,852EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,508,097BOYAmt
EOY$2,407,065EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$542,730EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,118,701BOYAmt
EOY$6,733,106EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$431,354BOYAmt
EOY$176,886EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,210,618BOYAmt
EOY$1,398,953EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,536,541BOYAmt
EOY$1,976,051EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,178,513BOYAmt
EOY$3,551,890EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$3,940,188BOYAmt
EOY$3,181,216EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,940,188BOYAmt
EOY$3,181,216EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,118,701BOYAmt
EOY$6,733,106EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$87,276ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$671,696NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues NondedYes (1)SubstantiallyAllDuesNondedInd
Only In House Lobbying0OnlyInHouseLobbyingInd
Agree Carryover Prior Year0AgreeCarryoverPriorYearInd

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$15,593OtherCostOrOtherBasisAmt
Depreciation$13,365DepreciationAmt
Book Value$2,228BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$49,126OtherCostOrOtherBasisAmt
Depreciation$43,502DepreciationAmt
Book Value$5,624BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$165,325OtherCostOrOtherBasisAmt
Depreciation$165,325DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$7,852TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescOperating lease right-of-useDesc
Book Value$542,730BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$542,730TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
Membership dues payable to affiliates$1,117,853
Payable to the Foundation$305,332
Operating lease liabilities$552,866
FieldValueIRS element (for citing)
Total Liability$1,976,051TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$2,481,999TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$671,696NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$18,526DonatedServicesAndUseFcltsAmt
Revenue Not Reported-$653,170RevenueNotReportedAmt
Revenue Subtotal$3,135,169RevenueSubtotalAmt
Investment Expenses Not Incld$30,008InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$30,008RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,165,177TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,240,971TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$18,526DonatedServicesUseFcltsAmt
Expenses Not Reported$18,526ExpensesNotReportedAmt
Expenses Subtotal$3,222,445ExpensesSubtotalAmt
Investment Expenses Not Incld2$30,008InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$30,008ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,252,453TotalExpensesPerForm990Amt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
Foundation of the American Board of Trial Advocates
2001 Bryan St Ste 3000DallasTX75201570969581501(c)(3)$450,018$0General support
Foundation of the American Board of Trial Advocates
2001 Bryan St Ste 3000DallasTX75201570969581501(c)(3)$35,000$0Rule of Law program and support overall mission
Center for Strategic and International Studies
1616 Rhode Island AvenueWashingtonDC20036521501082501(c)(3)$25,000$0To support oganization mission
Loyola Law School
1 LMU Drive U-Hall 4900Los AngelesCA90045951643334501(c)(3)$15,000$0Journalist Law School
American Bar Association
321 North Clark StreetChicagoIL60654360723150501(c)(6)$11,400$0National Trial Academy
The National Judicial College
1664 N Virginia StRenoNV89557942427596501(c)(3)$5,000$0To support oganization mission
FieldValueIRS element (for citing)
Total501c3 Org5Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationThe close relationship between ABOTA and the Foundation's board serves to monitor the use of funds granted.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Brian Tyson
Executive Director$195,827$48,457$0$500$0$0$19,583$4,895$35,980$8,995$251,390$62,847$0$0
Sarah Wahlert-Kersh
Associate Executive Director$154,927$15,214$0$2,000$0$0$15,493$1,721$10,540$1,171$180,960$20,106$0$0
Molly McDonald
Foundation Assoc Executive Director$0$122,430$0$500$0$0$0$12,293$0$22,300$0$157,523$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 1aFormAndLineReferenceDesc
ExplanationThe Executive Directors and Assistant Executive Directors' performance is reviewed annually, and salaries are compared to the National Association of Bar Executives' annual survey. Salaries are reviewed and approved by the Executive Committee. 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part V, Line 2bThe Foundation of the American Board of Trial Advocates employs the Executive Director, Assistant Executive Director, and staff. Officer and staff compensation is allocated between the American Board of Trial Advocates and the Foundation. The Foundation files Form W-2 for shared employees.
Form 990, Part VI, Section A, line 6The 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 11bThe accounting staff 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 12cThe 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 15Annual 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 18Upon request.
Form 990, Part VI, Section C, line 19The 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/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtControlled OrganizationControlledOrganizationInd
Foundation of the American Board of Trial Advocates
2001 Bryan St Ste 3000DallasTX75201570969581Support advocacy programsSC501(c)(3)100
American Board of Trial Advocates - Chapters
2001 Bryan St Ste 3000DallasTX75201954216564Public interestCA501(c)(6)0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Foundation of the American Board of Trial AdvocatesBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeBTransactionTypeTxt
Involved$485,018InvolvedAmt
Method Of Amount DeterminationCashMethodOfAmountDeterminationTxt