2022-11-14T16:02:13-06:00 2021-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2021-01-01 952504030 American Board of Trial Advocates AMER 2148717523 2001 Bryan St 3000 Dallas TX 75201 Lewis Sifford President 2148717523 2022-11-14 1 Lewis Sifford 999009999 Barbara Murphy P01386215 7134395739 0 AAL1 IAL1 2021 2022-09-23 18:48:47Z Lewis Sifford 2001 Bryan St 3000 Dallas TX 75201 4992453 0 X www.abota.org X 1958 CA To improve advocacy standards and benefit the public through more effective representation. 212 212 10 219 0 0 2879119 74488 52995 3231022 103601 534282 -12938 0 3022777 3839792 60000 425885 0 0 849094 751176 0 0 0 947439 1746306 1856533 2923367 1166244 916425 6799624 7118701 0 3178513 6799624 3940188 X See Schedule O.To foster improvement in the ethical and technical standards of practice in the field of advocacy to the end that individual litigants may receive more effective representation and the public be benefited by more efficient administration of justice consistent with time-tested and traditional principles of litigation. 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 0 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 11 0 1 10 1 0 0 0 0 1 1 0 0 0 X 212 212 0 0 0 0 1 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 CA X X Brian Tyson 2148717523 2001 Bryan St Ste 3000 Dallas TX 75201 Grace Weatherly President 10.00 10.00 X X 0 0 0 Richard Middleton National President-Elect 10.00 1.00 X X 0 0 0 Steve Quattlebaum National Vice President 10.00 10.00 X X 0 0 0 Christine O Boyd Treasurer 10.00 1.00 X X 0 0 0 A La'Verne Edney Secretary 10.00 1.00 X X 0 0 0 Cynthia McGuinn Past President Appointee 10.00 1.00 X X 0 0 0 Bryan R Reid Appointee 10.00 1.00 X X 0 0 0 William H Toles Appointee 10.00 1.00 X X 0 0 0 Luther J Battiste III Immediate Past President 10.00 1.00 X X 0 0 0 Douglas M DeGrave Foundation President 1.00 10.00 X X 0 0 24000 Lewis Sifford Past President 10.00 1.00 X X 0 0 0 Robert C Alden ABOTA National - Appointee 10.00 1.00 X 0 0 0 Mary E Alexander ABOTA National - Appointee 10.00 1.00 X 0 0 0 Pedro Raul Alvarez Jr ABOTA National - Appointee 10.00 1.00 X 0 0 0 Hilary C Banker ABOTA National - Appointee 10.00 1.00 X 0 0 0 Christopher J Beeman ABOTA National - Appointee 10.00 1.00 X 0 0 0 Joseph Alan Callier ABOTA National - Appointee 10.00 1.00 X 0 0 0 Donald W Carlson ABOTA National - Appointee 10.00 1.00 X 0 0 0 Carlyle H Chapman Jr ABOTA National - Appointee 10.00 1.00 X 0 0 0 David E Cherry ABOTA National - Appointee 10.00 1.00 X 0 0 0 Robert A Cole ABOTA National - Appointee 10.00 1.00 X 0 0 0 Cynthia Diggs ABOTA National - Appointee 10.00 1.00 X 0 0 0 Winford L Dunn Jr ABOTA National - Appointee 10.00 1.00 X 0 0 0 Andrea La'Verne Edney ABOTA National - Appointee 10.00 1.00 X 0 0 0 Curtis W Fenley III ABOTA National - Appointee 10.00 1.00 X 0 0 0 Kathleen A Gallagher ABOTA National - Appointee 10.00 1.00 X 0 0 0 Jan Marie Gunderson ABOTA National - Appointee 10.00 1.00 X 0 0 0 Charles L Henke ABOTA National - Appointee 10.00 1.00 X 0 0 0 Corinne C Hodak ABOTA National - Appointee 10.00 1.00 X 0 0 0 Wayne Hogan ABOTA National - Appointee 10.00 1.00 X 0 0 0 Hon Patricia J Kerrigan ABOTA National - Appointee 10.00 1.00 X 0 0 0 Hon Nelly N Khouzam ABOTA National - Appointee 10.00 1.00 X 0 0 0 Brian P Lauten ABOTA National - Appointee 10.00 1.00 X 0 0 0 Lynn M Leonard ABOTA National - Appointee 10.00 1.00 X 0 0 0 Hon Wendell Mortimer Jr ABOTA National - Appointee 10.00 1.00 X 0 0 0 Eileen O'Neill ABOTA National - Appointee 10.00 1.00 X 0 0 0 Dominique A Pollara ABOTA National - Appointee 10.00 1.00 X 0 0 0 Peter W Riley ABOTA National - Appointee 10.00 1.00 X 0 0 0 Wayne A Ritchie Il ABOTA National - Appointee 10.00 1.00 X 0 0 0 William D Shapiro ABOTA National - Appointee 10.00 1.00 X 0 0 0 William R Sieben ABOTA National - Appointee 10.00 1.00 X 0 0 0 J D Smith ABOTA National - Appointee 10.00 1.00 X 0 0 0 Steven A Springer ABOTA National - Appointee 10.00 1.00 X 0 0 0 N Denise Taylor ABOTA National - Appointee 10.00 1.00 X 0 0 0 William M Toles ABOTA National - Appointee 10.00 1.00 X 0 0 0 Deborah S Tropp ABOTA National - Appointee 10.00 1.00 X 0 0 0 Alecia Walters- Hinds ABOTA National - Appointee 10.00 1.00 X 0 0 0 Jill Webb ABOTA National - Appointee 10.00 1.00 X 0 0 0 Joshua A Whitman ABOTA National - Appointee 10.00 1.00 X 0 0 0 Walter M Yoka ABOTA National - Appointee 10.00 1.00 X 0 0 0 Robert E Aldrich Jr Chapter Board Member 10.00 1.00 X 0 0 0 Mark E Anderson Chapter Board Member 10.00 1.00 X 0 0 0 Breen Arntz Chapter Board Member 10.00 1.00 X 0 0 0 Mark A Avera Chapter Board Member 10.00 1.00 X 0 0 0 Darryl E Baker Chapter Board Member 10.00 1.00 X 0 0 0 Jack B Baldwin Chapter Board Member 10.00 1.00 X 0 0 0 John J Barton Chapter Board Member 10.00 1.00 X 0 0 0 Charles A Bentley Jr Chapter Board Member 10.00 1.00 X 0 0 0 Angela Beranek Brandt Chapter Board Member 10.00 1.00 X 0 0 0 Michael S Berger Chapter Board Member 10.00 1.00 X 0 0 0 Julianne Blanch Chapter Board Member 10.00 1.00 X 0 0 0 Andrew Russell Blank Chapter Board Member 10.00 1.00 X 0 0 0 Monty Bottom Chapter Board Member 10.00 1.00 X 0 0 0 Natalie Brown Chapter Board Member 10.00 1.00 X 0 0 0 Hon David Ira Brown Chapter Board Member 10.00 1.00 X 0 0 0 Michael Scott Bucci Chapter Board Member 10.00 1.00 X 0 0 0 Benjamin C Bunn Chapter Board Member 10.00 1.00 X 0 0 0 Karen C Burgess Chapter Board Member 10.00 1.00 X 0 0 0 Sean M Burke Chapter Board Member 10.00 1.00 X 0 0 0 Fernando M Bustos Chapter Board Member 10.00 1.00 X 0 0 0 Deborah Chang Chapter Board Member 10.00 1.00 X 0 0 0 Doris Cheng Chapter Board Member 10.00 1.00 X 0 0 0 George E Cire Jr Chapter Board Member 10.00 1.00 X 0 0 0 David K Cohn Chapter Board Member 10.00 1.00 X 0 0 0 Richard B Collins Chapter Board Member 10.00 1.00 X 0 0 0 W Thompson Comerford Jr Chapter Board Member 10.00 1.00 X 0 0 0 Mark B Connely Chapter Board Member 10.00 1.00 X 0 0 0 Dean M Cordiano Chapter Board Member 10.00 1.00 X 0 0 0 Bradley M Corsiglia Chapter Board Member 10.00 1.00 X 0 0 0 William T Counos II Chapter Board Member 10.00 1.00 X 0 0 0 John K Courtney Chapter Board Member 10.00 1.00 X 0 0 0 Kevin Crews Chapter Board Member 10.00 1.00 X 0 0 0 Bobby L Dallas Chapter Board Member 10.00 1.00 X 0 0 0 Robert H Darling Chapter Board Member 10.00 1.00 X 0 0 0 Clarence Davis Chapter Board Member 10.00 1.00 X 0 0 0 Gilbert A Dickinson Chapter Board Member 10.00 1.00 X 0 0 0 Jennifer Haltom Doan Chapter Board Member 10.00 1.00 X 0 0 0 Stephen E Doohen Chapter Board Member 10.00 1.00 X 0 0 0 Terese A Drew Chapter Board Member 10.00 1.00 X 0 0 0 Sean F X Dugan Chapter Board Member 10.00 1.00 X 0 0 0 Christopher A Duggan Chapter Board Member 10.00 1.00 X 0 0 0 John Echeverria Chapter Board Member 10.00 1.00 X 0 0 0 Andrew Edison Chapter Board Member 10.00 1.00 X 0 0 0 Laura Enriquez Chapter Board Member 10.00 1.00 X 0 0 0 Stephen P Fogerty Chapter Board Member 10.00 1.00 X 0 0 0 Dan S Folluo Chapter Board Member 10.00 1.00 X 0 0 0 Sammy Ford Chapter Board Member 10.00 1.00 X 0 0 0 Elizabeth M Fraley Chapter Board Member 10.00 1.00 X 0 0 0 William C Garry Chapter Board Member 10.00 1.00 X 0 0 0 Joseph A Gerlin Chapter Board Member 10.00 1.00 X 0 0 0 Robert F Goings Chapter Board Member 10.00 1.00 X 0 0 0 Wilma J Gray Chapter Board Member 10.00 1.00 X 0 0 0 Stephen C Grebing Chapter Board Member 10.00 1.00 X 0 0 0 Patrick J Hagerty Chapter Board Member 10.00 1.00 X 0 0 0 David G Halpern Chapter Board Member 10.00 1.00 X 0 0 0 Edward L Hardin Jr Chapter Board Member 10.00 1.00 X 0 0 0 Jay Harris Chapter Board Member 10.00 1.00 X 0 0 0 James M Hartman Chapter Board Member 10.00 1.00 X 0 0 0 Aubrey B Harwell Jr Chapter Board Member 10.00 1.00 X 0 0 0 Ann Hennis Chapter Board Member 10.00 1.00 X 0 0 0 Richard H Honaker Chapter Board Member 10.00 1.00 X 0 0 0 John H Howard Chapter Board Member 10.00 1.00 X 0 0 0 C Howard Hunter Chapter Board Member 10.00 1.00 X 0 0 0 David C Hutchinson Chapter Board Member 10.00 1.00 X 0 0 0 Don Jackson Chapter Board Member 10.00 1.00 X 0 0 0 Frederick W James Chapter Board Member 10.00 1.00 X 0 0 0 Joseph J Kalbac Jr Chapter Board Member 10.00 1.00 X 0 0 0 Paul Timothy Kelly Chapter Board Member 10.00 1.00 X 0 0 0 Roy R Kelly IV Chapter Board Member 10.00 1.00 X 0 0 0 Clinton L Kelly Chapter Board Member 10.00 1.00 X 0 0 0 Alison D Kennamer Chapter Board Member 10.00 1.00 X 0 0 0 Donald Hamilton Kidd Chapter Board Member 10.00 1.00 X 0 0 0 John H Kim Chapter Board Member 10.00 1.00 X 0 0 0 Robert J King Jr Chapter Board Member 10.00 1.00 X 0 0 0 J Scott Kirk Chapter Board Member 10.00 1.00 X 0 0 0 Hon Faye Mitsue Koyanagi Chapter Board Member 10.00 1.00 X 0 0 0 Steven C Laird Chapter Board Member 10.00 1.00 X 0 0 0 Frank E Lamothe III Chapter Board Member 10.00 1.00 X 0 0 0 Robert S Lannin Chapter Board Member 10.00 1.00 X 0 0 0 Mark E Larson Chapter Board Member 10.00 1.00 X 0 0 0 Moses Lebovits Chapter Board Member 10.00 1.00 X 0 0 0 Mark J LeWinter Chapter Board Member 10.00 1.00 X 0 0 0 Letty Litchfield Chapter Board Member 10.00 1.00 X 0 0 0 Ralph A Lombardi Chapter Board Member 10.00 1.00 X 0 0 0 Gregory P Love Chapter Board Member 10.00 1.00 X 0 0 0 D Marc Lyde Chapter Board Member 10.00 1.00 X 0 0 0 Rafael E Martinez Chapter Board Member 10.00 1.00 X 0 0 0 Hon Melissa S May Chapter Board Member 10.00 1.00 X 0 0 0 Mitzi S Mayfield Chapter Board Member 10.00 1.00 X 0 0 0 Kevin J McCarthy Chapter Board Member 10.00 1.00 X 0 0 0 Marybeth McDonald Chapter Board Member 10.00 1.00 X 0 0 0 Hon Rosemary T McGuire Chapter Board Member 10.00 1.00 X 0 0 0 Monty A McIntyre Chapter Board Member 10.00 1.00 X 0 0 0 Kevin McLaughlin Chapter Board Member 10.00 1.00 X 0 0 0 Bruce Megard Chapter Board Member 10.00 1.00 X 0 0 0 Todd B Miller Chapter Board Member 10.00 1.00 X 0 0 0 Mikel L Moore Chapter Board Member 10.00 1.00 X 0 0 0 Robert A Morgenstern Chapter Board Member 10.00 1.00 X 0 0 0 J Kevin Morrison Chapter Board Member 10.00 1.00 X 0 0 0 Wendell Mortimer Jr Chapter Board Member 10.00 1.00 X 0 0 0 Michael A Mullen Chapter Board Member 10.00 1.00 X 0 0 0 Tim Newsom Chapter Board Member 10.00 1.00 X 0 0 0 Scott E Ortiz Chapter Board Member 10.00 1.00 X 0 0 0 John R Owen Chapter Board Member 10.00 1.00 X 0 0 0 Robert B Packer Chapter Board Member 10.00 1.00 X 0 0 0 Andrew L Payne Chapter Board Member 10.00 1.00 X 0 0 0 Michael F Perley Chapter Board Member 10.00 1.00 X 0 0 0 Craig M Peters Chapter Board Member 10.00 1.00 X 0 0 0 Paul D Peterson Chapter Board Member 10.00 1.00 X 0 0 0 Bruce R Pfaff Chapter Board Member 10.00 1.00 X 0 0 0 Russell X Pollock Chapter Board Member 10.00 1.00 X 0 0 0 William N Poorten III Chapter Board Member 10.00 1.00 X 0 0 0 Ellen A Presby Chapter Board Member 10.00 1.00 X 0 0 0 William W Price Chapter Board Member 10.00 1.00 X 0 0 0 Bruce M Ramsey Chapter Board Member 10.00 1.00 X 0 0 0 Richard M Rawdon Jr Chapter Board Member 10.00 1.00 X 0 0 0 Manuel A Reboso Chapter Board Member 10.00 1.00 X 0 0 0 Gwen E Richard Chapter Board Member 10.00 1.00 X 0 0 0 Gerald F Richman Chapter Board Member 10.00 1.00 X 0 0 0 John R Rodman Chapter Board Member 10.00 1.00 X 0 0 0 William J Rogers Chapter Board Member 10.00 1.00 X 0 0 0 Susan C Rosen Chapter Board Member 10.00 1.00 X 0 0 0 James R Rosen Chapter Board Member 10.00 1.00 X 0 0 0 Rene E Rothauge Chapter Board Member 10.00 1.00 X 0 0 0 LeAnn Sanders Chapter Board Member 10.00 1.00 X 0 0 0 Linda Miller Savitt Chapter Board Member 10.00 1.00 X 0 0 0 Scott J Scherr Chapter Board Member 10.00 1.00 X 0 0 0 Michael Schonbuch Chapter Board Member 10.00 1.00 X 0 0 0 Daniel J T Sciano Chapter Board Member 10.00 1.00 X 0 0 0 Richard L Scott Chapter Board Member 10.00 1.00 X 0 0 0 Daniel J Scully Jr Chapter Board Member 10.00 1.00 X 0 0 0 Joseph W Shea III Chapter Board Member 10.00 1.00 X 0 0 0 Kirby D Shealy III Chapter Board Member 10.00 1.00 X 0 0 0 Colleen D Shields Chapter Board Member 10.00 1.00 X 0 0 0 Manpreet K Singh Chapter Board Member 10.00 1.00 X 0 0 0 Randall E Smith Chapter Board Member 10.00 1.00 X 0 0 0 William B Smith Chapter Board Member 10.00 1.00 X 0 0 0 Gary K Smith Chapter Board Member 10.00 1.00 X 0 0 0 Miranda Lundeen Soto Chapter Board Member 10.00 1.00 X 0 0 0 Ryan S Squires Chapter Board Member 10.00 1.00 X 0 0 0 Frank J Stakely Chapter Board Member 10.00 1.00 X 0 0 0 Joel Jay Steed Chapter Board Member 10.00 1.00 X 0 0 0 John E Sweeney Chapter Board Member 10.00 1.00 X 0 0 0 Marda W Sydnor Chapter Board Member 10.00 1.00 X 0 0 0 James E Tamm Chapter Board Member 10.00 1.00 X 0 0 0 S Lester Tate III Chapter Board Member 10.00 1.00 X 0 0 0 Gary P Thimsen Chapter Board Member 10.00 1.00 X 0 0 0 Timothy S Tomasik Chapter Board Member 10.00 1.00 X 0 0 0 Alan David Toporek Chapter Board Member 10.00 1.00 X 0 0 0 Eric V Traut Chapter Board Member 10.00 1.00 X 0 0 0 James A Varner Chapter Board Member 10.00 1.00 X 0 0 0 Douglas F Walters Chapter Board Member 10.00 1.00 X 0 0 0 Hon Christopher J Warn Chapter Board Member 10.00 1.00 X 0 0 0 David L Welch Chapter Board Member 10.00 1.00 X 0 0 0 Christopher P Wesierski Chapter Board Member 10.00 1.00 X 0 0 0 Daniel E Wilcoxen Chapter Board Member 10.00 1.00 X 0 0 0 Teresa Wineland Chapter Board Member 10.00 1.00 X 0 0 0 Marquette William Wolf Chapter Board Member 10.00 1.00 X 0 0 0 Max E Wright Chapter Board Member 10.00 1.00 X 0 0 0 Jerry M Young Chapter Board Member 10.00 1.00 X 0 0 0 Salvatore J Zambri Chapter Board Member 10.00 1.00 X 0 0 0 Gary A Zipkin Chapter Board Member 10.00 1.00 X 0 0 0 Brian Tyson Executive Director 30.00 7.50 X 197027 49257 69604 Sarah Wahlert-Kersh Associate Executive Director 33.75 3.75 X 139177 15464 27175 Molly McDonald Foundation Associate Executive Director 0.00 37.50 X 0 123503 34650 Karan Wright Financial Director 22.50 15.00 X 41183 27455 6864 377387 215679 162293 2 0 1 0 Forvis LLP 510 N Valley Mills Dr Ste 200 Waco TX 76710 Accounting 232296 1 74488 74488 Membership 900099 3165862 3165862 Conferences 900099 46910 46910 Other activities 900099 18250 18250 3231022 210198 210198 1476745 1152661 324084 324084 324084 3839792 3231022 0 534282 425885 461646 201865 13597 35962 38106 261624 32565 126956 154269 41352 89890 208797 380114 57917 5470 Uncollectible debt 229109 Publications 92036 Program expense 63352 Staff development 2855 2923367 1217886 2139959 2296825 948451 23191 185456 106058 279677 259192 225322 91786 33870 3087069 3508097 6799624 7118701 431354 1210618 0 1536541 0 3178513 X 0 0 0 0 6799624 3940188 6799624 3940188 6799624 7118701 916425 -150765 -3625096 0 X 0 1 X 1 0 1 0 0 13328 12766 562 80539 76200 4339 165325 136356 28969 33870 Dues payable to affiliates 1086538 Payable to the Foundation 450003 1536541 3720892 -150765 64430 -86335 3807227 32565 32565 3839792 2955232 64430 64430 2890802 32565 32565 2923367 0 Foundation of the American Board of Trial Advocates 2001 Bryan St Ste 3000 Dallas TX 75201 570969581 501(c)(3) 409485 0 General support American Bar Association 321 North Clark Street Chicago IL 60654 360723150 501(c)(6) 11400 0 National Trial Academy 1 1 X X 0 0 0 Brian Tyson Executive Director 197027 49257 0 0 0 0 19703 4926 35980 8995 252710 63178 0 0 Sarah Wahlert-Kersh Associate Executive Director 139177 15464 0 0 0 0 13918 1546 10540 1171 163635 18181 0 0 Molly McDonald Foundation Associate Executive Direc 0 123503 0 0 0 0 0 12350 0 22300 0 158153 0 0 Form 990, Part III, Line 3 The 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 benfits are allocated between American Board of Trial Advocates and the Foundation of the American Board of Trial Advocates. The Foundation of the American Board of Trial Advocates is the filing entity for all W-2s and W-3s. Part V, Line 2a The American Board of Trial Advocates (ABOTA) and Foundation for the America Board for Trial Advocates (Fdn-ABOTA) share employees. Fdn-ABOTA pays employees and files Forms W-2 for the shared employees. Employee salaries and related costs are allocated to ABOTA. 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 classes of membership in ABOTA, which include 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 Form 990 is reviewed by the accounting staff and the Executive Director. It is then forwarded to the President for his 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 first board meeting of the year. 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) 10 0 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 0 0 0 0 Foundation of the American Board of Trial Advocates B 409485 Cash