2016-04-12T10:14:18-05:00 2015-09-30 BOND BEEBE PC 4600 EAST-WEST HIGHWAY SUITE 900 BETHESDA MD 208143423 990 2014-10-01 363235550 THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES % THE FEDERALIST SOCIETY FEDE 2028228138 1776 I STREET NW SUITE 300 WASHINGTON DC 200063774 EUGENE B MEYER PRESIDENT 2028228138 2016-03-03 true JOEL C SUSCO P00189961 3012726000 2016-03-03 2014 2016-08-17 19:52:53Z X STEVEN G CALABRESI 1776 I STREET NW SUITE 300 WASHINGTON DC 20006 18866394 false X WWW.FED-SOC.ORG X 1982 IL THE ORGANIZATION PROMOTES INTELLECTUAL DIVERSITY IN THE RULE OF LAW IN THE LEGAL COMMUNITY. IT IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES. 12 8 36 4500 0 16642346 17224591 686008 868281 498391 103770 -2965 1256 17823780 18197898 416138 334388 0 0 4792379 5007588 0 0 967893 8727358 9735714 13935875 15077690 3887905 3120208 12660929 16217366 748440 1302606 11912489 14914760 X THE FEDERALIST SOCIETY EXISTS TO PROMOTE THE PRINCIPLES THAT THE STATE EXISTS TO PRESERVE FREEDOM, THE SEPARATION OF POWERS IS CENTRAL TO OUR CONSTITUTION, AND THAT IT IS THE DUTY OF THE JUDICIARY TO SAY WHAT THE LAW IS, NOT WHAT IT SHOULD BE. false false 2522436 103656 13451 Student Activities: The Student Division is the cornerstone of the Society's efforts, and we maintain student chapters at nearly every ABA-accredited law school in the country. Each chapter is committed to sparking discussion of critical issues through provocative, high-quality lectures and debates featuring conservative and libertarian legal thought. The Student Chapters host more than 1,000 events each academic year. 2728743 169527 Practice Activities: The 15 Practice Groups and their more than 80 Subcommittees offer a mechanism by which lawyers can become more involved in their communities and apply classical liberal ideas within a number of specialized fields of law. The Practice Groups currently host more than 100 Teleforum programs per year, which connect hundreds of our members with legal experts analyzing a recent, noteworthy case. 1816642 184795 6403 FACULTY ACTIVITIES: The Faculty Division provides a setting for constructive scholarly discourse which fosters quality scholarship among conservative and libertarian faculty. The Faculty Division has enabled us to cultivate a growing community of scholars. The activities of the Division provide a means by which faculty can increase their involvement with the Society and more effectively present conservative and libertarian principles. 1738329 1285 EXTERNAL AFFAIRS 1613135 37122 GENERAL PROGRAM 1692976 357691 LAWYERS ACTIVITIES 1243114 45937 286136 SYMPOSIUM AND CONFERENCES 6287554 45937 682234 13355375 true true false false false false false false false true true true false false true true true false false true true false false false false false false false true true false false false false false false false false true false false false false false false false false true 269 0 true 36 true false false false false false true true false false false false X 12 8 false false false false false false false true true false true true true true true true true true true false false IL MD NY PA SC X THE FEDERALIST SOCIETY 2028228138 1776 I STREET NW SUITE 300 WASHINGTON DC 20006 X Steven G Calabresi Director/Chairman 1.0 0.0 X X 0 0 0 David M McIntosh Director/Vice Chairman 1.0 0.0 X X 0 0 0 Gary Lawson Director/Secretary 1.0 0.0 X X 0 0 0 Brent O Hatch Director/Treasurer 1.0 0.0 X X 0 0 0 Eugene B Meyer Director/President 40.0 0.0 X X 694490 0 47451 Leonard A Leo Director/Exec Vice President 40.0 0.0 X X 435000 0 47723 Lee Liberman Otis Director/Senior Vice President 40.0 0.0 X X 335000 0 18200 T Kenneth Cribb Jr Director 2.0 0.0 X 60000 0 0 C Boyden Gray Director 1.0 0.0 X 0 0 0 Edwin Meese III Director 1.0 0.0 X 0 0 0 Michael B Mukasey Director 1.0 0.0 X 0 0 0 Nicholas Quinn Rosenkranz Director 1.0 0.0 X 1000 0 0 Dean A Reuter Director of Practice Groups 40.0 0.0 X 250000 0 47025 Douglas C Ubben Director of Finance 40.0 0.0 X 190000 0 41906 Peter K Redpath Director of Student Division 40.0 0.0 X 171000 0 22969 Paul Zimmerman Deputy Director of Intl Affair 40.0 0.0 X 166284 0 11640 Jonathan R Bunch State Courts, VP/Director 40.0 0.0 X 148000 0 38968 2450774 0 275882 10 false true false CREATIVE RESPONSE CONCEPTS 2760 EISENHOWER AVENUE 4TH FLOOR ALEXANDRIA VA 22314 MEDIA TRAINING 1329457 DC Strategies 566 Shenandoah Valley Drive FRONT ROYAL VA 22630 MEDIA CONSULTING 180000 JAMES P KELLY III PC 6220 BANNERHORN RUN ALPHARETTA GA 30005 INTL EFFORTS CONSULT 180000 MARGARET A LITTLE 2149 ELM STREET STRATFORD CT 06615 PRO BONO LEGAL 102833 WEBER SHANDWICK 2 WATERHOUSE SQUARE 140 HOLBORN LONDON 0 UK EC1N 2AE PR CONSULTING 100279 5 X 17224591 121914 17224591 REGISTRATION FEES 900099 643659 643659 MEMBERSHIP DUES 900099 224622 224622 868281 31418 31418 0 0 0 0 0 737171 664819 72352 72352 72352 0 0 2910 3677 -767 -767 MISCELLANEOUS 900099 2023 2023 2023 18197898 868281 105026 X 15000 15000 319388 319388 0 0 1678446 1126359 133737 418350 0 2593675 2096799 254859 242017 137200 108519 16897 11784 377910 304740 52456 20714 220357 173905 18773 27679 0 11127 1000 10127 26595 26595 0 0 0 2104076 2098321 5755 392722 389222 3500 271523 180792 60898 29833 39414 34183 5231 0 709385 549689 75128 84568 1380533 1287863 26136 66534 399065 399065 2750380 2729968 8192 12220 0 0 68984 53808 6898 8278 23695 23695 HONORARIA 1077174 1077174 PRINTING & REPRODUCTION 195249 159555 1048 34646 JOURNAL 128120 128120 RECORDING 91140 88263 2877 66532 33642 30351 2539 15077690 13355375 754422 967893 X 135438 9966 6969566 9998440 2585570 2973860 0 0 0 0 0 0 0 0 28050 25847 122792 243189 627897 323043 97795 304854 1512075 1199240 1195214 1192868 0 0 0 0 14429 269102 12660929 16217366 490410 645558 0 0 226050 211983 0 0 0 0 0 0 0 0 0 0 31980 445065 748440 1302606 X 8577407 10765995 3325082 4138765 10000 10000 11912489 14914760 12660929 16217366 3120208 -117937 X false true X true false X 8849120 12954105 12758642 16642346 17224591 68428804 0 0 8849120 12954105 12758642 16642346 17224591 68428804 21877873 46550931 90651 70901 71400 52997 31419 317368 0 1646 1863 23785 4699 2023 34016 68780188 3579757 0.67681 0.68369 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10000 10000 10000 10000 10000 10000 10000 10000 10000 10000 1.00000 false false 18677 18677 0 250705 187237 63468 358515 117129 241386 304854 WHITEBOX MULTI-STRATEGY FD LTD 1192868 F 1192868 0 DEFERRED LEASE OBLIGATION 445065 445065 X 18083638 -117937 -117937 18201575 -3677 -3677 18197898 15081367 3677 3677 15077690 15077690 PART X, LINE 2 - FIN 48 FOOTNOTE: Accounting principles generally accepted in the United States of America require that management of an organization evaluate tax positions taken by the organization and recognize a tax liability if it is more likely than not that the position will not be sustained upon examination by the Internal Revenue Service. Management has analyzed the Society's tax positions and has concluded that as of September 30, 2015, there are no uncertain positions taken or expected to be taken that would require disclosure in the financial statements. The Society is subject to routine audits by taxing jurisdictions; however, there are currently no audits in progress for any tax periods. PART XI, LINE 4B-OTHER REVENUES INCLUDED ON FORM 990, BUT NOT FINANCIALS: COST OF SALES $(3,677) PART XII, LINE 2D-OTHER EXPENSES INCLUDED ON FINANCIALS, BUT NOT FORM 990: COST OF SALES $3,677 Europe (Including Iceland and Greenland) 1 Program Services conference & seminars 871030 South Asia Program Services conference 40378 Central America and the Caribbean Investments 1192868 1 1 2104276 2104276 Olin/Searle fellowship foreign recipients East Asia and the Pacific false false true true false false true MISCELLANEOUS TRAVEL 400 149592 OLIN/SEARLE FELLOWSHIPS 7 169796 PART I, LINE 2 - Organization's procedures for monitoring use of grant: Olin/Searle Fellows are subject to a process of constructive monitoring which begins at the start of their fellowship and continues after, as they embark upon the academic job market. We enlist faculty at their host law schools (members of the fellowship selection committee where possible) to keep track of their scholarly projects as they progress, offering helpful feedback and giving us their views of the progress made. We also touch base with them periodically ourselves to discuss their topics and progress. We also, where possible, ask our Fellows to attend a workshop toward the beginning and toward the end of their tenure, at which they discuss potential article topics and rehearse the job talks they plan to give on the basis of their fellowship projects before a number of professors and members of our staff. After the fellowship is over we keep track of all of our former fellows, providing assistance and encouragement on the academic job market. We prepare an annual report on their status. Each Searle Young Legal Scholar Fellows is assigned a mentor from among the senior professors who comprise the Searle selection committee, who review drafts of the papers they are working on and provide feedback. X X X X X X false false false false false false false false false Eugene B Meyer Director/President 550000 0 144490 18200 0 29821 0 742511 0 0 0 Leonard A Leo Director/Exec Vice President 435000 0 18200 0 30093 0 483293 0 0 0 Lee Liberman Otis Director/Senior Vice President 335000 0 18200 0 570 0 353770 0 0 0 Dean A Reuter Director of Practice Groups 250000 0 17500 0 30095 0 297595 0 0 0 Douglas C Ubben Director of Finance 190000 0 13300 0 29176 0 232476 0 0 0 Peter K Redpath Director of Student Division 171000 0 11970 0 11569 0 194539 0 0 0 Paul Zimmerman Deputy Director of Intl Affair 166284 0 11640 0 570 0 178494 0 0 0 Jonathan R Bunch State Courts, VP/Director 148000 0 10360 0 29172 0 187532 0 0 0 X 6 121914 FMV false false false PART III, LINE 4D - OTHER PROGRAM SERVICE ACTIVITIES: EXTERNAL AFFAIRS: ================= In the fall of 2006, The Federalist Society launched the State Courts Project, now known as External Affairs. This initiative is designed to spark robust public debate about the role of the state supreme courts as well as to motivate opinion leaders, the press, and the general public to be more informed about and interested in issues of judicial selection. The State Courts Project has expanded substantially since its launch, and The Federalist Society is now creating unprecedented levels of thoughtful public debate about the role of the state supreme courts and state attorneys general. GENERAL PROGRAM: ================ PROVIDES FOR OTHER INCIDENTAL ACTIVITIES USEFUL TO LAWYERS, STUDENTS, FACULTY AND OTHERS. LAWYERS ACTIVITIES: =================== While many of our efforts are focused on changing the intellectual climate in the legal academy, we know the importance of supporting ideas outside the ivory tower as well. Debates and discussions at 75 cities across the country help our members to develop their knowledge of traditional legal principles. SYMPOSIUM AND CONFERENCE: ========================= A PROGRAM OF SEMINARS, CONFERENCES AND MEETINGS AT WHICH DISTINGUISHED LEGAL SCHOLARS GAVE LECTURES AND ENGAGED IN DEBATES AND PUBLIC DISCUSSIONS ABOUT ISSUES OF NATIONAL IMPORTANCE. THE EVENTS HAD APPROXIMATELY 2,000 ATTENDEES. PART VI, SECTION A, LINE 1 - EXECUTIVE COMMITTEE: THE EXECUTIVE COMMITTEE OF THE SOCIETY CONSIST OF TWO MEMBERS FROM THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL MANAGE THE AFFAIRS OF THE CORPORATION AT THE DIRECTION OF THE BOARD OF DIRECTORS. PART VI, SECTION B, LINE 11B - REVIEW PROCESS FOR FORM 990: THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S DIRECTOR OF FINANCE, PRESIDENT AND AUDIT COMMITTEE PRIOR TO ITS FILING. PART VI, SECTION B, LINE 12C - CONFLICT OF INTEREST POLICY COMPLIANCE: THE ORGANIZATION'S CONFLICT OF INTEREST POLICY APPLIES TO ALL DIRECTORS, OFFICERS AND EMPLOYEES OF THE SOCIETY, INCLUDING SUCH INDIVIDUALS THAT SERVE ON BOARD COMMITTEES WHO ARE NOT MEMBERS OF THE BOARD. If such individuals become aware of an actual or potential conflict of interest, they must disclose it promptly by following the procedures below: Employees ========== Employees should report any actual or potential conflicts to their supervisor, or to the President or the Vice President and Director of Finance. The President, or his designee, will review the situation and decide what, if any, actions should be taken in response. Directors, Officers and Key Employees (as defined in 990 instructions) ====================================================================== Directors, Officers and Key Employees (as designated under the Form 990 rules) should promptly notify the President or the Chairman of the Board if they become aware of an actual or potential conflict of interest; whether it involves the person or someone else associated with the Society. The President should promptly notify the Chairman of the Board or the Chair of the audit committee of any actual or potential conflict of interest. The Board of Directors, or its designee, reviews actual or potential conflicts of interest involving directors, officers and key employees to determine appropriate steps to manage or resolve situations that may raise conflicts. If there is uncertainty about whether an actual or potential conflict of interest exists, the Board of Directors will consider the matter and make a determination. Additional Procedures Specific to Directors ------------------------------------------- Where a director has a conflict of interest involving a matter that comes before the Board of Directors or a Board committee, the procedures below apply: 1. the director may not be counted in determining the presence of a quorum at the meeting, even where applicable law permits this. 2. the director must disclose his or her interest in the matter to the other members of the board of directors or board committee, and describe all material facts related to the matter. if the director has a confidentiality obligation that prevents him or her from disclosing any material facts, they must disclosue such obligation. 3. the director may answer factual questions from other directors and staff and may briefly state his or her position on the matter. 4. the director must recuse himself or herself from deliberations on the matter. 5. the director will abstain from voting on the matter and will not be present during voting. PART VI, SECTION B, LINES 15A/15B-REVIEW PROCESS OF OFFICER COMPENSATION: THE BOARD OF DIRECTORS SHALL AUTHORIZE A REVIEW (LAST CONDUCTED IN 2014) BY THE COMPENSATION COMMITTEE OF THE PRESIDENT'S COMPENSATION ARRANGEMENT TO BE COMPLETED IN TIME FOR THE FULL BOARD TO REVIEW DURING ITS ANNUAL MEETING AT WHICH THE BUDGET FOR THE ORGANIZATION IS APPROVED. THE ANNUAL REVIEW SHOULD CONSIDER THE INTELLECTUAL RIGOR OF THE FEDERALIST SOCIETY'S PROGRAMS AND THEIR INFLUENCE IN LEGAL ACADEMIA AND PUBLIC POLICY DEBATES, THE FUNDRAISING SUCCESS OF THE CURRENT FISCAL YEAR AND THE PROJECTED REVENUE FOR THE NEXT FISCAL YEAR, AND THE OVERALL MANAGEMENT OF THE FEDeRALIST SOCIETY STAFF AND IMPLEMENTATION OF ITS PROGRAMMING. THE REVIEW SHALL ALSO CONSIDER THE EXECUTIVE COMPENSATION FOR SIMILAR, APPROPRIATE NATIONAL TAX-EXEMPT ORGANIZATIONS AND SEEK TO MAINTAIN EXECUTIVE COMPENSATION THAT IS COMPARABLE TAKING INTO ACCOUNT THEIR AVERAGE LEVELS OF COMPENSATION, REVENUE AND ASSETS. The Compensation Committee also reviewS the compensation levels set by the President for the Federalist Society staff. the Board of Directors PROVIDES AUTHORITY TO the President to set salary for aLL other staff of tHe Federalist Society. The President shall send a review to the Board of Directors his plaNS to adjust compensation for the Executive Vice President and other senior stAff bAsed on the excellent performANCE of the organization, taking into account compensation comparable to similar national tax-exempt organizations considering their average levels of compensation, revenue and assets. in addition, the board authorizes the president to pay any discretionary year-end bonuses to senior staff to reward strong performance, when appropriate. PART VI, SECTION C, LINE 19 - GOVERNING DOCUMENTS, POLICIES & FINANCIALS: ORGANIZATIONAL DOCUMENTS ARE AVAILABLE TO ANYONE WHO REQUESTS THEM. FORM 990 PART IX LINE 11G DESCRIPTION:MEDIA TRAINING & CONSULTING TOTAL FEES:1537558 FORM 990 PART IX LINE 11G DESCRIPTION:OTHER CONSULTING/PROF SERVICES TOTAL FEES:424901 FORM 990 PART IX LINE 11G DESCRIPTION:POLLING TOTAL FEES:79650 FORM 990 PART IX LINE 11G DESCRIPTION:VIDEO PRODUCTION TOTAL FEES:40436 FORM 990 PART IX LINE 11G DESCRIPTION:TEMPORARY STAFFING TOTAL FEES:15776 FORM 990 PART IX LINE 11G DESCRIPTION:PAYROLL PROCESSING TOTAL FEES:5755