2019-05-10T08:56:17-05:00 2018-06-30 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2017-07-01 530026240 AMERICAN INTELLECTUAL PROPERTY LAW ASSOCIATION AMER 7034150780 1400 CRYSTAL DRIVE NO 600 ARLINGTON VA 22202 MEGHAN DONOHOE CHIEF OPERATING OFFICER 7034150780 2019-05-10 1 ELIZABETH HELLER P00397829 2022932200 216.59.105.130 2019-05-10 08:56:13 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 8B6C6DF7A8E3B84B5AE7D1943EC3750B5C691B8F 2017 2019-02-21 02:37:17Z MEGHAN DONOHOE 1400 CRYSTAL DRIVE NO 600 ARLINGTON VA 22202 8296101 0 X WWW.AIPLA.ORG X 1897 VA THE ASSOCIATION WAS FORMED TO MAINTAIN A HIGH STANDARD OF PROFESSIONAL ETHICS AMONG ITS MEMBERS AND TO AID IN THE INSTITUTION OF IMPROVEMENTS IN LEGAL EDUCATION AND TO PROVIDE INFORMATION TO THE PUBLIC IN LAWS RELATING TO PATENTS, TRADEMARKS, COPYRIGHTS, UNFAIR COMPETITION AND OTHER INTELLECTUAL PROPERTY. 19 19 26 19 4844 0 0 0 7007339 6667510 151197 76333 571501 381863 7730037 7125706 22501 22500 0 0 3484527 3502076 0 0 0 4341413 4123116 7848441 7647692 -118404 -521986 5331013 4988371 3316094 3384925 2014919 1603446 X THE ASSOCIATION WAS FORMED TO MAINTAIN A HIGH STANDARD OF PROFESSIONAL ETHICS AMONG ITS MEMBERS AND TO AID IN THE INSTITUTION OF IMPROVEMENTS IN LEGAL EDUCATION AND TO PROVIDE INFORMATION TO THE PUBLIC IN LAWS RELATING TO PATENTS, TRADEMARKS, COPYRIGHTS, UNFAIR COMPETITION AND OTHER INTELLECTUAL PROPERTY. 0 0 EDUCATIONAL CONFERENCES AND MEETINGS: PRODUCING CONTINUING LEGAL EDUCATION COURSES FOR IP PROFESSIONALS IN ALL AREAS OF INTELLECTUAL PROPERTY LAW PRACTICE. CONFERENCES AND MEETINGS ARE CONDUCTED THROUGHOUT THE YEAR (ANNUAL, MID-WINTER AND SPRING) AND RANGE FROM 60-MINUTE WEBINARS TO 2,000 PERSON, 3-4 DAY CONFERENCES. PROGRAMS ARE SPREAD GEOGRAPHICALLY AROUND THE US, AND RANGE FROM INTRODUCTORY TO ADVANCED INSTRUCTION. THE ORGANIZATION ALSO HELD ABOUT FIFTEEN SEMINARS DURING THE YEAR (EACH AVERAGING ABOUT 50 PARTICIPANTS), AS WELL AS RAN ONLINE EDUCATIONAL PROGRAMS (EACH AVERAGING ABOUT 50-200 PARTICIPANTS). BULLETIN & PUBLICATIONS: PUBLICATIONS COVERING ASSOCIATION NEWS AND INFORMATION ADVERTISEMENT OF POSITIONS AVAILABLE AND SERVICES OFFERED BY PATENT ATTORNEYS, AS WELL AS PRODUCT OF MEETINGS AND BOOKS COVERING INTELLECTUAL PROPERTY LAWS. THE ORGANIZATION PUBLISHED THREE E-BULLETINS DURING THE YEAR. JOURNAL - FORUM FOR VIEWS AND IDEAS REGARDING INTELLECTUAL PROPERTY LAWS. THE ORGANIZATION PUBLISHED FOUR QUARTERLY JOURNALS DURING THE YEAR. MEETINGS - TO FURTHER EXEMPT PURPOSE BY INFORMING MEMBERS OF CURRENT ISSUES IN INTELLECTUAL PROPERTY LAW. 0 0 0 1 0 0 0 0 1 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 7 0 1 26 1 1 1 0 0 0 0 0 X 19 19 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X PA-A S JALLOW 7034150780 1400 CRYSTAL DRIVE NO 600 ARLINGTON VA 22202 MYRA MCCORMACK PRESIDENT 3.00 0.00 X X 0 0 0 SHELDON KLEIN PRESIDENT-ELECT 3.00 0.00 X X 0 0 0 BARBARA FIACCO FIRST VICE PRESIDENT 3.00 0.00 X X 0 0 0 JOSEPH RE SECOND VICE PRESIDENT 3.00 1.00 X X 0 0 0 MARK WHITAKER IMMEDIATE PAST PRESIDENT 3.00 0.00 X X 0 0 0 KIM VAN VOORHIS SECRETARY 3.00 0.00 X X 0 0 0 BRIAN BATZLI TREASURER 3.00 0.00 X X 0 0 0 GREGORY ALLEN DIRECTOR 3.00 0.00 X 0 0 0 MONICA BARONE DIRECTOR 3.00 0.00 X 0 0 0 VALERIE CALLOWAY DIRECTOR 3.00 0.00 X 0 0 0 JACQUES ETKOWICZ DIRECTOR 3.00 0.00 X 0 0 0 TROY GRABOW DIRECTOR 3.00 0.00 X 0 0 0 JAMES HALLENBECK DIRECTOR 3.00 0.00 X 0 0 0 JENNIFER KOVALCIK DIRECTOR 3.00 0.00 X 0 0 0 THOMAS MOGA DIRECTOR 3.00 0.00 X 0 0 0 BRAD PEDERSEN DIRECTOR 3.00 0.00 X 0 0 0 DEANN SMITH DIRECTOR 3.00 0.00 X 0 0 0 MATTHEW WAGNER DIRECTOR 3.00 0.00 X 0 0 0 W MICHAEL HOLM COUNSEL 3.00 0.00 X 0 0 0 MEGHAN DONOHOE CHIEF OPERATING OFFICER 40.00 0.00 X 237130 0 56912 LISA JORGENSON EXECUTIVE DIRECTOR 40.00 0.00 X 360500 0 57407 VINCENT GARLOCK DEPUTY EXECUTIVE DIRECTOR 40.00 0.00 X 299525 0 57407 CHEN WANG DEPUTY EXECUTIVE DIRECTOR 40.00 0.00 X 209286 0 46098 JAMES CROWNE DIRECTOR OF LEGAL AFFAIRS 40.00 0.00 X 189446 0 40711 PA AS JALLOW DIRECTOR OF FINANCE AND ACCOUNTING 40.00 0.00 X 156900 0 47020 CATHLEEN CLIME DIRECTOR OF MEETINGS AND EVENTS 40.00 0.00 X 120300 0 24305 1573087 0 329860 7 0 1 0 MARRIOTT INTERNATIONAL 6000 FELDWOOD ROAD COLLEGE PARK GA 30349 2017 ANNUAL MEETING 1094140 1 MEETING REGISTRATIONS 900099 3638913 3290413 348500 MEMBERSHIP DUES 900099 2936298 2936298 PUBLICATIONS 900099 92299 27268 4844 60187 6667510 64077 64077 332452 332452 1182651 1170395 12256 12256 12256 OTHER REVENUE 900099 49411 49411 49411 7125706 6253979 4844 866883 22500 1772684 1218076 124400 240506 146410 6641 30000 34277 111359 352468 61417 489918 2180763 240186 76514 BOARD OF DIRECTORS/COMM 193762 MEMBERSHIP RECRUITMENT 159699 PRINTING & PUBLICATION 66810 DUES & SUBSCRIPTIONS 40591 78711 7647692 227193 207687 241880 404833 156126 145047 206889 277849 3559233 2166186 1395831 1393047 3103094 2559908 5331013 4988371 283983 464814 1301074 1436640 687000 570000 1044037 913471 3316094 3384925 X 1966104 1554631 48815 48815 2014919 1603446 5331013 4988371 -521986 110513 0 X 0 1 X 1 0 0 0 0 2936298 56099 56099 0 56099 448815 448815 475815 27000 448815 448815 27000 475815 449241 426 448815 449546 305 449241 0.89120 0.10880 0 0 1117918 214873 903045 1327258 1159667 167591 1114057 791646 322411 1393047 TAXES PAYABLE 19635 DEFERRED RENT LIABILITY 893836 913471 7256219 110513 20000 130513 7125706 0 7125706 7667692 20000 20000 7647692 0 7647692 PART V, LINE 4: THE BOARD OF DIRECTORS HAS DESIGNATED $400,000 OF ITS UNRESTRICTED NET ASSETS AS AN OPERATING RESERVE. THIS AMOUNT CAN ONLY BE USED FOR BOARD-APPROVED PROJECTS. TEMPORARILY RESTRICTED ENDOWMENT FUNDS INCLUDE DONOR RESTRICTED AND OTHER FUNDS, WHICH ARE ONLY AVAILABLE FOR PROGRAM ACTIVITIES OR GENERAL SUPPORT DESIGNATED FOR FUTURE YEARS. THE FUNDS WERE RELEASED FROM RESTRICTIONS BY INCURRING EXPENSE SATISFYING THE PROGRAM RESTRICTION. KLITZMAN AWARD FUND: $48,815 1 NATIONAL INVENTORS HALL OF FAME 3701 HIGHLAND PARK NW NORTH CANTON OH 44720 341580038 501(C)(3) 17500 CAMP INVENTION AND NIHOF INDUCTION 1 0 PART I, LINE 2: CONTRIBUTIONS ARE BUDGETED AND APPROVED BY THE BOARD ANNUALLY. THEY ARE MAINLY RECURRING CONTRIBUTIONS. X X X X 0 0 0 MEGHAN DONOHOE CHIEF OPERATING OFFICER 237130 0 0 0 0 0 29641 0 29517 0 296288 0 0 0 LISA JORGENSON EXECUTIVE DIRECTOR 336500 0 0 0 24000 0 30000 0 29654 0 420154 0 0 0 VINCENT GARLOCK DEPUTY EXECUTIVE DIRECTOR 299525 0 0 0 0 0 30000 0 29654 0 359179 0 0 0 CHEN WANG DEPUTY EXECUTIVE DIRECTOR 208536 0 0 0 750 0 27500 0 22297 0 259083 0 0 0 JAMES CROWNE DIRECTOR OF LEGAL AFFAIRS 189446 0 0 0 0 0 22553 0 19960 0 231959 0 0 0 PA AS JALLOW DIRECTOR OF FINANCE AND ACCOUNTING 156900 0 0 0 0 0 19613 0 29507 0 206020 0 0 0 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE CONSISTS OF THE PRESIDENT, THE PRESIDENT-ELECT, THE FIRST VICE PRESIDENT, THE SECOND VICE PRESIDENT, AND THE IMMEDIATE PAST PRESIDENT. DURING THE INTERVALS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE SHALL POSSESS AND MAY EXERCISE ALL THE POWERS AND FUNCTIONS OF THE BOARD OF DIRECTORS IN THE MANAGEMENT AND DIRECTION OF THE AFFAIRS OF THE CORPORATION IN ALL CASES IN WHICH SPECIFIC DIRECTION SHALL NOT HAVE BEEN GIVEN BY THE BOARD OF DIRECTORS. ALL MATERIAL ACTIONS OF THE EXECUTIVE COMMITTEE SHALL BE REPORTED TO THE BOARD OF DIRECTORS AT ITS NEXT MEETING SUCCEEDING SUCH ACTION. A RECORD OF THE EXECUTIVE COMMITTEE'S DECISIONS SHALL BE KEPT. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS THE FOLLOWING CATEGORIES OF MEMBERSHIP: REGULAR, PATENT AGENT, JUNIOR, PATENT AGENT-JUNIOR, ASSOCIATE, ACADEMIC, GOVERNMENT, HONORARY, LIFE, JUDICIAL, PTO, GOVERNMENT AFFILIATE, IP PROFESSIONAL AFFILIATE, AND IP PARALEGAL/TECHNICAL ADVISOR. FORM 990, PART VI, SECTION A, LINE 7A THE FOLLOWING CATEGORIES OF MEMBERSHIP MAY VOTE: REGULAR, JUNIOR, ASSOCIATE, ACADEMIC, GOVERNMENT, HONORARY, AND LIFE. THE FOLLOWING CATEGORIES OF MEMBERSHIP MAY HOLD OFFICE: REGULAR, ACADEMIC, AND GOVERNMENT. FORM 990, PART VI, SECTION A, LINE 7B THE BYLAWS MAY BE AMENDED BY THE BOARD OF DIRECTORS OR BY A REFERENDUM VOTE BY MAIL (A) WHEN AUTHORIZED BY THE BOARD OF DIRECTORS OR (B) WHEN AUTHORIZED BY THE MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 WILL BE REVIEWED BY THE DIRECTOR OF FINANCE AND ACCOUNTING & CHIEF OPERATING OFFICER FIRST, THEN MANAGEMENT, THE AUDIT & FINANCE COMMITTEE AND THE ENTIRE BOARD OF DIRECTORS BEFORE THE ORGANIZATION FILES THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C AIPLA'S REPUTATION FOR INTEGRITY IS ITS MOST VALUABLE ASSET AND IS DIRECTLY RELATED TO THE CONDUCT OF ITS OFFICERS AND OTHER EMPLOYEES. THEREFORE, EMPLOYEES MUST NEVER USE THEIR POSITIONS WITH AIPLA, OR ANY OF ITS MEMBERS, FOR PRIVATE GAIN, TO ADVANCE PERSONAL INTERESTS OR TO OBTAIN FAVORS OR BENEFITS FOR THEMSELVES, MEMBERS OF THEIR FAMILIES OR ANY OTHER INDIVIDUALS, CORPORATIONS OR BUSINESS ENTITIES. AIPLA ADHERES TO THE HIGHEST LEGAL AND ETHICAL STANDARDS APPLICABLE IN OUR BUSINESS. AIPLA'S BUSINESS IS CONDUCTED IN STRICT OBSERVANCE OF BOTH THE LETTER AND SPIRIT OF ALL APPLICABLE LAWS AND THE INTEGRITY OF EACH EMPLOYEE IS OF UTMOST IMPORTANCE. EMPLOYEES OF AIPLA SHALL CONDUCT THEIR PERSONAL AFFAIRS SUCH THAT THEIR DUTIES AND RESPONSIBILITIES TO AIPLA ARE NOT JEOPARDIZED AND/OR LEGAL QUESTIONS DO NOT ARISE WITH RESPECT TO THEIR ASSOCIATION OR WITH AIPLA. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD SHALL HAVE THE POWER TO DETERMINE THE DUTIES AND COMPENSATION OF THE EMPLOYEES OF THE CORPORATION AND, UPON RECOMMENDATION OF THE PRESIDENT AND PRESIDENT-ELECT, SHALL HAVE THE POWER TO EMPLOY AND DISCHARGE AN EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR SHALL RECOMMEND TO THE BOARD OF DIRECTORS FOR THEIR APPROVAL THE DUTIES AND COMPENSATION OF THE EMPLOYEES OF THE CORPORATION, AND ALL EMPLOYEES OF THE CORPORATION SHALL REPORT AND BE RESPONSIBLE TO THE EXECUTIVE DIRECTOR. THE BOARD OF DIRECTORS DESIGNATES THE EXECUTIVE COMMITTEE TO SERVE AS THE COMPENSATION COMMITTEE IN TERMS OF DETERMINING THE EXECUTIVE DIRECTOR'S COMPENSATION. THE COMMITTEE MAKES USE OF COMPARATIVE DATA FROM COMPENSATION SURVEYS AS WELL AS DATA FROM REVIEWING OTHER ORGANIZATIONS' 990S. SIMILARLY, WHEN DETERMINING COMPENSATION FOR THE EMPLOYEES OF THE ASSOCIATION, THE EXECUTIVE DIRECTOR MAKES USE OF SIMILAR COMPARATIVE DATA FROM COMPENSATION SURVEYS AND DATA FROM OTHER 990S. 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, FOR THE SAME PERIOD OF DISCLOSURE SET FORTH IN SECTION 6104(D). AMERICAN INTELLECTUAL PROPERTY LAW EDUCATION FOUNDATION 1400 CRYSTAL DRIVE STE 600 ARLINGTON VA 22202 542019670 EDUCATIONAL ORGANIZATION VA 501(C)(3) LINE 10 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0