STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

AMERICAN BOARD OF TRIAL ADVOCATES: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
AMERICAN BOARD OF TRIAL ADVOCATES (EIN 95-2504030)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-11
IRS object ID
202543159349300134
Schema version
2024v5.2
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)
Return2025-11-11T06:01:43-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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)
PersonJennifer Haltom DoanPersonNm
Person TitlePresidentPersonTitleTxt
Phone2148717523PhoneNum
Signature2025-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBarbara MurphyPreparerPersonNm
PTINP01386215PTIN
Phone7134395739PhoneNum
Preparation2025-11-11PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJennifer Haltom DoanPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12001 Bryan St 3000AddressLine1Txt
CityDallasCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75201ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,704,517GrossReceiptsAmt
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 Body262VotingMembersGoverningBodyCnt
Voting Members Independent260VotingMembersIndependentCnt
Total Employee8TotalEmployeeCnt
Total Volunteers262TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$104,643PYContributionsGrantsAmt
CY Contributions Grants$75,351CYContributionsGrantsAmt
PY Program Service Revenue$3,120,478PYProgramServiceRevenueAmt
CY Program Service Revenue$3,142,475CYProgramServiceRevenueAmt
PY Investment Income$152,057PYInvestmentIncomeAmt
CY Investment Income$246,381CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$3,377,178PYTotalRevenueAmt
CY Total Revenue$3,464,207CYTotalRevenueAmt
PY Grants And Similar Paid$457,467PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$470,229CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$699,130PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$810,259CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,948,668PYOtherExpensesAmt
CY Other Expenses$2,054,794CYOtherExpensesAmt
PY Total Expenses$3,105,265PYTotalExpensesAmt
CY Total Expenses$3,335,282CYTotalExpensesAmt
PY Revenues Less Expenses$271,913PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$128,925CYRevenuesLessExpensesAmt
Total Assets BOY$6,914,424TotalAssetsBOYAmt
Total Assets EOY$7,777,858TotalAssetsEOYAmt
Total Liabilities BOY$3,168,620TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,657,813TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,745,804NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,120,045NetAssetsOrFundBalancesEOYAmt
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 Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
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
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
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 Members262GoverningBodyVotingMembersCnt
Independent Voting Member260IndependentVotingMemberCnt
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
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 (266 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
Ms Andrea La'Verne Edney
National President20.001.00Yes (X)Yes (X)$60,000$0$0
Mr Steven W Quattlebaum
Immediate Past President10.001.00Yes (X)Yes (X)$0$0$0
Ms Jennifer Haltom Doan
National President-Elect10.001.00Yes (X)Yes (X)$0$0$0
Mr William D Shapiro
National Vice President10.001.00Yes (X)Yes (X)$0$0$0
Mr Craig M Peters
Treasurer10.001.00Yes (X)Yes (X)$0$0$0
Ms Jill Webb
Secretary10.001.00Yes (X)Yes (X)$0$0$0
Mr Frederick W James
Foundation President1.0020.00Yes (X)Yes (X)$0$24,000$0
Hon Jerome B Abrams
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Ms Mary E Alexander
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Mr Pedro Raul Alvarez Jr
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Ms Hilary C Banker
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Mr Christopher J Beeman
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Mr Eugene Brown Jr
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Ms Karen C Burgess
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Mr Joseph Alan Callier
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Ms Adriana H Cardenas
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Mr Brian A Cardoza
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Mr David E Cherry
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Mr Robert A Cole
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Mr John K Courtney
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Ms Cynthia Diggs
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Mr Winford L Dunn Jr
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Mr Thomas S Edwards Jr
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Mrs Philippa Victoria Ellis
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Mr Curtis W Fenley III
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Ms Kathleen A Gallagher
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Mr David G Halpern
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Mr Charles L Henke
ABOTA National Appointee / Region President1.001.00Yes (X)$0$0$0
Mr Wayne Hogan
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Mr R Bruce Hurley
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Ms Alison D Kennamer
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Mr Shaun C Kent
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Ms 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
Mr John H Kim
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Mr Daniel V Kohls
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Mr Yoshiaki C Kubota
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Ms Lynn M Leonard
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Mr Stephen G Lowry
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Mrs Tracy W McCormack
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Mrs Jessica Banahan McNeel
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Mr Robert A Morgenstern
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Mr J Kevin Morrison
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Hon Wendell Mortimer Jr
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Ms Eileen O'Neill
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Ms Dominique A Pollara
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Mr Hans G Poppe
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Mr Bryan R Reid
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Mr Peter W Riley
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Mr Wayne A Ritchie II
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Ms Renee E Rothauge
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Ms Alice Chen Smith
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Mr Steven A Springer
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Mr James E Tamm
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Mr S Lester Tate III
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Ms N Denise Taylor
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Mr William M Toles
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Ms Pamela S Traut
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Mr Jamie D Travis
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Ms Deborah S Tropp-Thompson
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Ms Kimberly Valentine
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Mr Joshua A Whitman
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Mr Lish Whitson
ABOTA National Appointee1.001.00Yes (X)$0$0$0
Mr Jeffrey A Adelman
National Board Representative1.001.00Yes (X)$0$0$0
Mr Robert E Aldrich Jr
National Board Representative1.001.00Yes (X)$0$0$0
Mr Joseph L Amos Jr
National Board Representative1.001.00Yes (X)$0$0$0
Mr Mark E Anderson
National Board Representative1.001.00Yes (X)$0$0$0
Mr Breen Arntz
National Board Representative1.001.00Yes (X)$0$0$0
Mr Darryl E Baker
National Board Representative1.001.00Yes (X)$0$0$0
Hon Caroline E Baker
National Board Representative1.001.00Yes (X)$0$0$0
Mr Jack B Baldwin
National Board Representative1.001.00Yes (X)$0$0$0
Ms Stephanie A Ball
National Board Representative1.001.00Yes (X)$0$0$0
Mr John A Banahan
National Board Representative1.001.00Yes (X)$0$0$0
Mr C Dennis Barrow Jr
National Board Representative1.001.00Yes (X)$0$0$0
Mr John J Barton
National Board Representative1.001.00Yes (X)$0$0$0
Mr Thomas R Behm
National Board Representative1.001.00Yes (X)$0$0$0
Mr Charles A Bentley Jr
National Board Representative1.001.00Yes (X)$0$0$0
Mr Scott S Bethune
National Board Representative1.001.00Yes (X)$0$0$0
Ms Adele Blackmore
National Board Representative1.001.00Yes (X)$0$0$0
Mr Andrew Russell Blank
National Board Representative1.001.00Yes (X)$0$0$0
Ms Christine O Boyd
National Board Representative1.001.00Yes (X)$0$0$0
Ms Angela Beranek Brandt
National Board Representative1.001.00Yes (X)$0$0$0
Ms Rebecca Leigh Brock
National Board Representative / Region President1.001.00Yes (X)$0$0$0
Ms Alice Brown
National Board Representative1.001.00Yes (X)$0$0$0
Mr Michael Scott Bucci
National Board Representative / Region President1.001.00Yes (X)$0$0$0
Mr Benjamin C Bunn
National Board Representative1.001.00Yes (X)$0$0$0
Mr Sean M Burke
National Board Representative1.001.00Yes (X)$0$0$0
Mr Luis Cardenas
National Board Representative1.001.00Yes (X)$0$0$0
Mr William L Carr
National Board Representative1.001.00Yes (X)$0$0$0
Ms Doris Cheng
National Board Representative1.001.00Yes (X)$0$0$0
Mr William R Clayton
National Board Representative1.001.00Yes (X)$0$0$0
Mr Richard B Collins
National Board Representative1.001.00Yes (X)$0$0$0
Hon Christina Comstock
National Board Representative1.001.00Yes (X)$0$0$0
Mr Mark B Connely
National Board Representative1.001.00Yes (X)$0$0$0
Mr Dean M Cordiano
National Board Representative1.001.00Yes (X)$0$0$0
Mr Bradley M Corsiglia
National Board Representative1.001.00Yes (X)$0$0$0
Mr R Scott Costantino
National Board Representative1.001.00Yes (X)$0$0$0
Mr William T Counos II
National Board Representative1.001.00Yes (X)$0$0$0
Mr Bobby L Dallas
National Board Representative1.001.00Yes (X)$0$0$0
Mr Robert J Dambrino III
National Board Representative1.001.00Yes (X)$0$0$0
Mr Clarence Davis
National Board Representative1.001.00Yes (X)$0$0$0
Mr Jeffrey S Davis
National Board Representative1.001.00Yes (X)$0$0$0
Mr Alistair B Dawson
National Board Representative1.001.00Yes (X)$0$0$0
Mr Douglas M DeGrave
National Board Representative1.001.00Yes (X)$0$0$0
Mr Charles A Deluca
National Board Representative1.001.00Yes (X)$0$0$0
Mr Gilbert A Dickinson
National Board Representative1.001.00Yes (X)$0$0$0
Mr Brian C Dretke
National Board Representative1.001.00Yes (X)$0$0$0
Ms Terese Adele Drew
National Board Representative1.001.00Yes (X)$0$0$0
Mr Christopher A Duggan
National Board Representative1.001.00Yes (X)$0$0$0
Mr Ricardo Echeverria
National Board Representative1.001.00Yes (X)$0$0$0
Hon Andrew Edison
National Board Representative1.001.00Yes (X)$0$0$0
Ms Laura Enriquez
National Board Representative1.001.00Yes (X)$0$0$0
Ms Christine Esser
National Board Representative1.001.00Yes (X)$0$0$0
Ms Bibianne U Fell
National Board Representative1.001.00Yes (X)$0$0$0
Ms Sandra Laurel Ford
National Board Representative1.001.00Yes (X)$0$0$0
Hon Bryan F Foster
National Board Representative1.001.00Yes (X)$0$0$0
Ms Elizabeth M Fraley
National Board Representative1.001.00Yes (X)$0$0$0
Mrs Stacy T Garcia
National Board Representative1.001.00Yes (X)$0$0$0
Mr Joseph A Gerling
National Board Representative1.001.00Yes (X)$0$0$0
Mr Robert F Goings
National Board Representative1.001.00Yes (X)$0$0$0
Mr Jeffrey L Goodman
National Board Representative1.001.00Yes (X)$0$0$0
Mr Robert Todd Goolsby
National Board Representative1.001.00Yes (X)$0$0$0
Mr Gregory L Gowan
National Board Representative1.001.00Yes (X)$0$0$0
Ms Wilma J Gray
National Board Representative1.001.00Yes (X)$0$0$0
Mr Stephen C Grebing
National Board Representative1.001.00Yes (X)$0$0$0
Mr Matthew D Green
National Board Representative1.001.00Yes (X)$0$0$0
Mr Patrick J Hagerty
National Board Representative1.001.00Yes (X)$0$0$0
Mr James M Hartman
National Board Representative1.001.00Yes (X)$0$0$0
Mr Aubrey B Harwell Jr
National Board Representative1.001.00Yes (X)$0$0$0
Ms Ann Hennis
National Board Representative1.001.00Yes (X)$0$0$0
Ms Corinne C Hodak
National Board Representative1.001.00Yes (X)$0$0$0
Mr John H Howard
National Board Representative1.001.00Yes (X)$0$0$0
Mr David C Hutchinson
National Board Representative1.001.00Yes (X)$0$0$0
Mr Don Jackson
National Board Representative1.001.00Yes (X)$0$0$0
Ms Michelle C Jenni
National Board Representative1.001.00Yes (X)$0$0$0
Mr Eric G Kahn
National Board Representative1.001.00Yes (X)$0$0$0
Ms Kathleen Marie Kassmann
National Board Representative1.001.00Yes (X)$0$0$0
Mr Roy R Kelly IV
National Board Representative1.001.00Yes (X)$0$0$0
Mr Clinton L Kelly
National Board Representative1.001.00Yes (X)$0$0$0
Mr Paul Timothy Kelly
National Board Representative1.001.00Yes (X)$0$0$0
Mr Donald Hamilton Kidd
National Board Representative1.001.00Yes (X)$0$0$0
Mr Christopher E Knight
National Board Representative1.001.00Yes (X)$0$0$0
Ms Elizabeth L Kolar
National Board Representative1.001.00Yes (X)$0$0$0
Mr Joseph J Kalbac Jr
National Board Representative1.001.00Yes (X)$0$0$0
Mr Steven C Laird
National Board Representative1.001.00Yes (X)$0$0$0
Mr Frank E Lamothe III
National Board Representative1.001.00Yes (X)$0$0$0
Mr Brent M Langdon
National Board Representative1.001.00Yes (X)$0$0$0
Mr Robert S Lannin
National Board Representative1.001.00Yes (X)$0$0$0
Mr Mark E Larson
National Board Representative1.001.00Yes (X)$0$0$0
Mr Moses Lebovits
National Board Representative1.001.00Yes (X)$0$0$0
Mr Thomas P Leff
National Board Representative1.001.00Yes (X)$0$0$0
Ms Jennifer C Lester
National Board Representative1.001.00Yes (X)$0$0$0
Mr Mark J LeWinter
National Board Representative1.001.00Yes (X)$0$0$0
Ms Letty Litchfield
National Board Representative1.001.00Yes (X)$0$0$0
Mr Joe L Lovell
National Board Representative1.001.00Yes (X)$0$0$0
Mr Reid Wm Martin
National Board Representative1.001.00Yes (X)$0$0$0
Mr Dwaine M Massey
National Board Representative1.001.00Yes (X)$0$0$0
Hon Melissa S May
National Board Representative1.001.00Yes (X)$0$0$0
Ms Mitzi S Mayfield
National Board Representative1.001.00Yes (X)$0$0$0
Mr Shawn J McCann
National Board Representative1.001.00Yes (X)$0$0$0
Mr Kevin J McCarthy
National Board Representative1.001.00Yes (X)$0$0$0
Hon Rosemary T McGuire
National Board Representative1.001.00Yes (X)$0$0$0
Ms Carrie E Meigs
National Board Representative1.001.00Yes (X)$0$0$0
Mr Marco Mercaldo
National Board Representative1.001.00Yes (X)$0$0$0
Ms Sally Metcalfe
National Board Representative1.001.00Yes (X)$0$0$0
Ms Carmen S Mitchell
National Board Representative1.001.00Yes (X)$0$0$0
Mr Robert L Mitchell
National Board Representative1.001.00Yes (X)$0$0$0
Mr John Morrison
National Board Representative1.001.00Yes (X)$0$0$0
Mr Charles D Neal Jr
National Board Representative1.001.00Yes (X)$0$0$0
Mr Eliott V Nixon
National Board Representative1.001.00Yes (X)$0$0$0
Mr Daniel J O'Brien
National Board Representative1.001.00Yes (X)$0$0$0
Mr Kenneth M Oliver
National Board Representative1.001.00Yes (X)$0$0$0
Mr Simeon J Osborn
National Board Representative1.001.00Yes (X)$0$0$0
Hon John M Pacheco
National Board Representative1.001.00Yes (X)$0$0$0
Mr Robert B Packer
National Board Representative1.001.00Yes (X)$0$0$0
Mr Robert C Palmer III
National Board Representative1.001.00Yes (X)$0$0$0
Mr Pete T Patterson
National Board Representative1.001.00Yes (X)$0$0$0
Mr Matthew R Pearson
National Board Representative1.001.00Yes (X)$0$0$0
Mr Michael F Perley
National Board Representative1.001.00Yes (X)$0$0$0
Mr Russell X Pollock
National Board Representative1.001.00Yes (X)$0$0$0
Mr Jeffrey Portnoy
National Board Representative1.001.00Yes (X)$0$0$0
Ms Ellen A Presby
National Board Representative1.001.00Yes (X)$0$0$0
Mrs Christa Haggai Ramey
National Board Representative1.001.00Yes (X)$0$0$0
Hon Elizabeth Ray
National Board Representative1.001.00Yes (X)$0$0$0
Mr Manuel A Reboso
National Board Representative1.001.00Yes (X)$0$0$0
Mr Joseph L Reese Jr
National Board Representative1.001.00Yes (X)$0$0$0
Mr Gerald F Richman
National Board Representative1.001.00Yes (X)$0$0$0
Mr Robert F Riley
National Board Representative1.001.00Yes (X)$0$0$0
Mr Jeffrey T Roberts
National Board Representative1.001.00Yes (X)$0$0$0
Mr John R Rodman
National Board Representative1.001.00Yes (X)$0$0$0
Mr William J Rogers
National Board Representative1.001.00Yes (X)$0$0$0
Mr James R Rosen
National Board Representative1.001.00Yes (X)$0$0$0
Ms Susan C Rosen
National Board Representative1.001.00Yes (X)$0$0$0
Ms Linda Miller Savitt
National Board Representative1.001.00Yes (X)$0$0$0
Mr Scott J Scherr
National Board Representative1.001.00Yes (X)$0$0$0
Mr Richard H Schoenberger
National Board Representative1.001.00Yes (X)$0$0$0
Mr Christopher J Schulte
National Board Representative1.001.00Yes (X)$0$0$0
Mr Daniel JT Sciano
National Board Representative1.001.00Yes (X)$0$0$0
Mr Daniel J Scully Jr
National Board Representative1.001.00Yes (X)$0$0$0
Mr Wallace Whitney Seals
National Board Representative1.001.00Yes (X)$0$0$0
Mr Joseph W Shea III
National Board Representative1.001.00Yes (X)$0$0$0
Mr Kirby D Shealy III
National Board Representative1.001.00Yes (X)$0$0$0
Hon Daniel H Sleet
National Board Representative1.001.00Yes (X)$0$0$0
Mr William B Smith
National Board Representative1.001.00Yes (X)$0$0$0
Mr Weston F Smith
National Board Representative1.001.00Yes (X)$0$0$0
Ms Laura W Speed
National Board Representative1.001.00Yes (X)$0$0$0
Mr Ryan S Squires
National Board Representative1.001.00Yes (X)$0$0$0
Mr Brian G Steller
National Board Representative1.001.00Yes (X)$0$0$0
Hon W Thomas Sullins
National Board Representative1.001.00Yes (X)$0$0$0
Mr John E Sweeney
National Board Representative1.001.00Yes (X)$0$0$0
Ms Jill P Telfer
National Board Representative1.001.00Yes (X)$0$0$0
Mr Gary P Thimsen
National Board Representative1.001.00Yes (X)$0$0$0
Hon Laura A Tighe Ret
National Board Representative1.001.00Yes (X)$0$0$0
Mr Timothy S Tomasik
National Board Representative1.001.00Yes (X)$0$0$0
Mr Alan David Toporek
National Board Representative1.001.00Yes (X)$0$0$0
Mr David D Towler
National Board Representative1.001.00Yes (X)$0$0$0
Mr Eric V Traut
National Board Representative1.001.00Yes (X)$0$0$0
Ms Kristin A VanOrman
National Board Representative1.001.00Yes (X)$0$0$0
Mr James A Varner
National Board Representative1.001.00Yes (X)$0$0$0
Ms Alecia Walters-Hinds
National Board Representative1.001.00Yes (X)$0$0$0
Mr David L Welch
National Board Representative1.001.00Yes (X)$0$0$0
Hon Coreen Wilson
National Board Representative1.001.00Yes (X)$0$0$0
Ms Teresa Wineland
National Board Representative1.001.00Yes (X)$0$0$0
Ms Maria L Winter
National Board Representative1.001.00Yes (X)$0$0$0
Mr Marquette Wolf
National Board Representative1.001.00Yes (X)$0$0$0
Mr Salvatore J Zambri
National Board Representative1.001.00Yes (X)$0$0$0
Mr John A Zohlman III
National Board Representative1.001.00Yes (X)$0$0$0
Mr Greg G Rizio
Region / State President1.001.00Yes (X)$0$0$0
Mr Robert C Baker
Past President1.001.00Yes (X)$0$0$0
Mr Luther J Battiste III
Past President1.001.00Yes (X)$0$0$0
Mr Charles H Baumberger
Past President1.001.00Yes (X)$0$0$0
Mr Donald B Black
Past President1.001.00Yes (X)$0$0$0
Mr Henry J Bogust
Past President1.001.00Yes (X)$0$0$0
Mr David H Burrow
Past President1.001.00Yes (X)$0$0$0
Mr William C Callaham
Past President1.001.00Yes (X)$0$0$0
Mr Michael T Callahan
Past President1.001.00Yes (X)$0$0$0
Mr Daniel J Culliton
Past President1.001.00Yes (X)$0$0$0
Mr James A George
Past President1.001.00Yes (X)$0$0$0
Ms Corinne C Hodak
Past President1.001.00Yes (X)$0$0$0
Mr John L Holcomb
Past President1.001.00Yes (X)$0$0$0
Mr H Gilbert Jones
Past President1.001.00Yes (X)$0$0$0
Mr Joel W Collins Jr
Past President1.001.00Yes (X)$0$0$0
Mr Don C Keenan
Past President1.001.00Yes (X)$0$0$0
Mr F Dulin Kelly
Past President1.001.00Yes (X)$0$0$0
Hon Michael A Lacagnina
Past President1.001.00Yes (X)$0$0$0
Mr Craig Lewis
Past President1.001.00Yes (X)$0$0$0
Mr Michael P Maguire
Past President1.001.00Yes (X)$0$0$0
Ms Cynthia McGuinn
Past President1.001.00Yes (X)$0$0$0
Ms Donna M Melby
Past President1.001.00Yes (X)$0$0$0
Mr Edward J Nevin
Past President1.001.00Yes (X)$0$0$0
Mr Richard J O'Keeffe
Past President1.001.00Yes (X)$0$0$0
Mr John V Phelps
Past President1.001.00Yes (X)$0$0$0
Mr Gordon S Rather Jr
Past President1.001.00Yes (X)$0$0$0
Mr Mark P Robinson Jr
Past President1.001.00Yes (X)$0$0$0
Mr Ronald H Rouda
Past President1.001.00Yes (X)$0$0$0
Mr Donald R Shultz
Past President1.001.00Yes (X)$0$0$0
Mr Lewis R Sifford
Past President1.001.00Yes (X)$0$0$0
Mr Patrick C Simek
Past President1.001.00Yes (X)$0$0$0
Mr Robert N Stone
Past President1.001.00Yes (X)$0$0$0
Ms Grace Weatherly
Past President1.001.00Yes (X)$0$0$0
Mr Harry T Widmann
Past President1.001.00Yes (X)$0$0$0
Mr Reece Williams
Past President1.001.00Yes (X)$0$0$0
Brian Tyson
Executive Director30.007.50Yes (X)$206,798$51,700$53,524
Nichole Tabaska
Finance Director22.5015.00Yes (X)$42,075$28,050$8,580
Sarah Wahlert Kersh
Associate Executive Direct33.753.75$164,339$18,260$36,313Yes (X)
Molly McDonald
Foundation Assoc Executive0.0037.50$0$156,874$40,882Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$473,212TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$278,884TotReportableCompRltdOrgAmt
Total Other Compensation$139,299TotalOtherCompensationAmt
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$303,488CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$75,351AllOtherContributionsAmt
Total Contributions$75,351TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Membership dues900099$2,724,545$2,724,545
Conferences900099$355,003$355,003
Other activities900099$62,927$62,927
FieldValueIRS element (for citing)
Total Program Service Revenue$3,142,475TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$278,318TotalRevenueColumnAmt
Exclusion$278,318ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,208,373SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,240,310SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$31,937SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$31,937TotalRevenueColumnAmt
Exclusion-$31,937ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,464,207TotalRevenueColumnAmt
Related Or Exempt Func Income$3,142,475RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$246,381ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$470,229TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$356,838TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$334,085TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$22,751TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$56,851TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$39,734TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$227,634TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$29,404TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$66,236TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$110,373TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$57,758TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$117,839TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$293,511TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$998,363TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$4,188TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$11,365TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
Supplies and equipment$57,430
Publications$53,410
Chapter relations$21,501
Uncollectible amounts$5,782

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,335,282TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,001,568BOYAmt
EOY$2,273,336EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,560,577BOYAmt
EOY$413,463EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$20,932BOYAmt
EOY$12,250EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$25,968BOYAmt
EOY$53,648EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$34,866BOYAmt
EOY$17,433EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$219,948BOYAmt
EOY$874,588EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$255,543LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$230,031LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$15,279BOYAmt
EOY$25,512EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,577,197BOYAmt
EOY$3,736,197EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$458,089BOYAmt
EOY$371,431EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$6,914,424BOYAmt
EOY$7,777,858EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$184,849BOYAmt
EOY$277,615EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,318,991BOYAmt
EOY$1,774,746EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
EOY$24,355EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,664,780BOYAmt
EOY$1,581,097EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,168,620BOYAmt
EOY$3,657,813EOYAmt
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$3,745,804BOYAmt
EOY$4,120,045EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,745,804BOYAmt
EOY$4,120,045EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,914,424BOYAmt
EOY$7,777,858EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$128,925ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$245,316NetUnrlzdGainsLossesInvstAmt
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 C IRS990ScheduleC

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

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$15,593OtherCostOrOtherBasisAmt
Depreciation$14,669DepreciationAmt
Book Value$924BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$74,625OtherCostOrOtherBasisAmt
Depreciation$50,037DepreciationAmt
Book Value$24,588BookValueAmt

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$25,512TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
Membership dues payable to affiliates$933,337
Payable to the Foundation$256,969
Operating lease liabilities$390,791
FieldValueIRS element (for citing)
Total Liability$1,581,097TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$3,721,119TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$245,316NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$41,000DonatedServicesAndUseFcltsAmt
Revenue Not Reported$286,316RevenueNotReportedAmt
Revenue Subtotal$3,434,803RevenueSubtotalAmt
Investment Expenses Not Incld$29,404InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$29,404RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,464,207TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,346,878TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$41,000DonatedServicesUseFcltsAmt
Expenses Not Reported$41,000ExpensesNotReportedAmt
Expenses Subtotal$3,305,878ExpensesSubtotalAmt
Investment Expenses Not Incld2$29,404InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$29,404ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,335,282TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart IV, Line 2b:FormAndLineReferenceDesc
ExplanationFunds held for the Albany Chapter.ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (7 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)$413,829$0General support
Foundation of the American Board of Trial Advocates
2001 Bryan St Ste 3000DallasTX75201570969581501(c)(3)$15,000$0Civics Summit
Loyola Law School
1 LMU Drive U-Hall 4900Los AngelesCA90045951643334501(c)(3)$15,000$0Journalist Law School
American Bar Association - TIPS Trial Academy
321 North Clark StChicagoIL60654360723150501(c)(6)$11,400$0Program support
The National Judicial College
1664 N Virginia StRenoNV89557942427596501(c)(3)$5,000$0Program support
Council of Chief Judges of the State Court of Appeals
300 Newport AveWilliamsburgVA23185260143427501(c)(3)$5,000$0Conference support
Duke University
PO Box 90732DurhamNC27708560532129501(c)(3)$5,000$0Defending the Judiciary sponsorship
FieldValueIRS element (for citing)
Total501c3 Org6Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationThe 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

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
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$205,998$51,500$800$200$0$0$20,680$5,170$22,139$5,535$249,617$62,405$0$0
Sarah Wahlert Kersh
Associate Executive Direct$163,439$18,160$900$100$0$0$16,434$1,826$16,248$1,805$197,021$21,891$0$0
Molly McDonald
Foundation Assoc Executive$0$155,874$0$1,000$0$0$0$15,687$0$25,195$0$197,756$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 3FormAndLineReferenceDesc
ExplanationThe 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 ABOTA National and the Foundation. The Foundation has a shared services agreement with ABOTA National, a related organization. The Foundation administers payroll. ABOTA National reimburses the Foundation for the employee's time spent on ABOTA National activities.
Form 990, Part VI, Section A, line 6The organization is a membership organization. Members have voting rights to nominate and elect National Board Members and National Board Representatives. There are ten membership classes in ABOTA, including member, associate, advocate, diplomate, honorary diplomate, judge, senior member, retired member, emeritus member, and international member. All classes of membership have voting rights except retired members, honorary diplomates, and international members.
Form 990, Part VI, Section B, line 11bThe 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 members.
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 StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
Foundation of the American Board of Trial Advocates
2001 Bryan St Ste 3000DallasTX75201570969581Support advocacy programsSC501(c)(3)Line 7American Board of Trial AdvocatesYes (1)
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 OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
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$428,829InvolvedAmt
Method Of Amount DeterminationCashMethodOfAmountDeterminationTxt