AMERICAN BAR ENDOWMENT: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN BAR ENDOWMENT (EIN 36-2384321)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-02-27
- IRS object ID
- 202500599349300200
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-27T22:33:23-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 SOUTH WACKER DR SUITE 3300 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606063392 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362384321 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN BAR ENDOWMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 3129886400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 N CLARK STREET 1400 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606547648 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANA HILL | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3129886400 | PhoneNum |
| Signature | 2025-02-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBEKUH ELEY | PreparerPersonNm |
| PTIN | P01247672 | PTIN |
| Phone | 3126343400 | PhoneNum |
| Preparation | 2025-02-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DANA HILL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 N CLARK STREET 1400 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606547648 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $86,254,919 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ABENDOWMENT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1942 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O FOR COMPLETE STATEMENT OF PURPOSE.THE ORGANIZATION IS EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, LITERARY, RELIGIOUS, AND SCIENTIFIC PURPOSES INCLUDING, FOR SUCH PURPOSES, THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3). WITHIN THE FOREGOING, THE CORPORATION'S PURPOSES IN PART ARE TO ADVANCE LEGAL STUDY AND RESEARCH AND TO PROMOTE THE ADMINISTRATION OF JUSTICE AND UNIFORMITY OF JUDICIAL DECISION THROUGHOUT THE UNITED STATES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 12 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $247,739 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $206,105 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,528,933 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,904,419 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $15,630,898 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,916,958 | CYInvestmentIncomeAmt |
| PY Other Revenue | $111,757 | PYOtherRevenueAmt |
| CY Other Revenue | $811,470 | CYOtherRevenueAmt |
| PY Total Revenue | $24,271,588 | PYTotalRevenueAmt |
| CY Total Revenue | $16,632,847 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,710,731 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,065,750 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,364,154 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,137,069 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $49,551 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,420,448 | PYOtherExpensesAmt |
| CY Other Expenses | $3,178,810 | CYOtherExpensesAmt |
| PY Total Expenses | $11,495,333 | PYTotalExpensesAmt |
| CY Total Expenses | $12,381,629 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $12,776,255 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,251,218 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $190,147,745 | TotalAssetsBOYAmt |
| Total Assets EOY | $207,097,319 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $25,778,277 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,801,723 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $164,369,468 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $189,295,596 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE CORPORATION'S PURPOSES ARE TO ADVANCE LEGAL STUDY AND RESEARCH TO PROMOTE THE ADMINISTRATION OF JUSTICE AND UNIFORMITY OF JUDICIAL DECISION THROUGHOUT THE UNITED STATES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,196,667 | ExpenseAmt |
| Grant | $8,065,750 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | UNRESTRICTED GRANTS TO THE AMERICAN BAR FOUNDATION AND THE ABA FUND FOR JUSTICE AND EDUCATION IN SUPPORT OF THEIR RESEARCH, PUBLIC SERVICE, AND EDUCATIONAL PROJECTS AND PROGRAMS. ALSO OPPORTUNITY GRANTS TO A NUMBER OF PRIMARILY COMMUNITY-BASED 501(C)(3) LEGAL SERVICE PROVIDERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,740,797 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | INSURANCE PROGRAMS OPERATED TO PRODUCE CONTRIBUTIONS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $9,937,464 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 12 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANA HILL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3129886400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 N CLARK STREET 1400 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606547648 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| HOWARD H VOGEL | |||||||||
| PRESIDENT | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| HON LORA J LIVINGSTON | |||||||||
| VICE PRESIDENT | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| HILARIE BASS | |||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TOMMY D PRESTON JR | |||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE A BEHNKE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT M CARLSON | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL E FLOWERS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TRACY A GILES | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERTA B LIEBENBERG | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RANDALL D NOEL | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA LEE REFO | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN L SHEPHERD | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH ENIX-ROSS | |||||||||
| EX OFFICIO | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANK H LANGROCK | |||||||||
| EX OFFICIO | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOANNE MARTIN EXEC DIR UNTIL | |||||||||
| 9/1/23, CONSULTANT UNTIL 10/1/23 | 37.50 | 0.00 | $352,898 | $0 | $17,605 | Yes (X) | |||
| DANIEL WOLTERINK | |||||||||
| DATA PROCESSING MANAGER | 37.50 | 0.00 | $110,424 | $0 | $4,737 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $463,322 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $22,342 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ZEISGROUP | |||||
| 13205 MANCHESTER ROAD SUITE 410 | SAINT LOUIS | MO | 63131 | PROMOTIONAL SERVICES | $536,136 |
| SASS ADVISORS | |||||
| 12 W PARKWAY PLACE | HOLMDEL | NJ | 07733 | CONSULTING SERVICES | $168,000 |
| RSM US LLP | |||||
| 30 S WACKER DR | CHICAGO | IL | 60606 | AUDIT AND TAX SERVICES | $147,453 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $8,904,419 | AllOtherContributionsAmt |
| Total Contributions | $8,904,419 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,086,616 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $97,907 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,988,709 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $72,452,414 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $69,622,072 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,830,342 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,830,342 | TotalRevenueColumnAmt |
| Exclusion | $2,830,342 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| PENSION INCOME | 900099 | $680,905 | $680,905 | |
| PLR SERVICE CHARGE | 900099 | $144,442 | $144,442 | |
| SERVICES TO ALIP | 900099 | $5,390 | $5,390 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$19,267 | TotalRevenueColumnAmt |
| Exclusion | -$19,267 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $811,470 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,632,847 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $247,739 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,480,689 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,065,750 | TotalAmt |
| Program Services | $8,065,750 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $511,080 | TotalAmt |
| Program Services | $255,540 | ProgramServicesAmt |
| Management And General | $255,540 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $478,384 | TotalAmt |
| Program Services | $303,936 | ProgramServicesAmt |
| Management And General | $164,238 | ManagementAndGeneralAmt |
| Fundraising | $10,210 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,167 | TotalAmt |
| Program Services | $7,153 | ProgramServicesAmt |
| Management And General | $3,776 | ManagementAndGeneralAmt |
| Fundraising | $238 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,053 | TotalAmt |
| Program Services | $45,260 | ProgramServicesAmt |
| Management And General | $28,622 | ManagementAndGeneralAmt |
| Fundraising | $1,171 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,385 | TotalAmt |
| Program Services | $35,092 | ProgramServicesAmt |
| Management And General | $25,626 | ManagementAndGeneralAmt |
| Fundraising | $667 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,109 | TotalAmt |
| Management And General | $198,102 | ManagementAndGeneralAmt |
| Fundraising | $7,007 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,811 | TotalAmt |
| Management And General | $38,811 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295,247 | TotalAmt |
| Management And General | $295,247 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $587,239 | TotalAmt |
| Management And General | $587,239 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,667 | TotalAmt |
| Program Services | $175,125 | ProgramServicesAmt |
| Management And General | $9,407 | ManagementAndGeneralAmt |
| Fundraising | $135 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $578,935 | TotalAmt |
| Program Services | $551,185 | ProgramServicesAmt |
| Fundraising | $27,750 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,238 | TotalAmt |
| Program Services | $144,366 | ProgramServicesAmt |
| Management And General | $47,729 | ManagementAndGeneralAmt |
| Fundraising | $143 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,132 | TotalAmt |
| Program Services | $8,751 | ProgramServicesAmt |
| Management And General | $37,381 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $339,870 | TotalAmt |
| Program Services | $189,390 | ProgramServicesAmt |
| Management And General | $148,377 | ManagementAndGeneralAmt |
| Fundraising | $2,103 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,559 | TotalAmt |
| Management And General | $4,559 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,255 | TotalAmt |
| Management And General | $331,255 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,436 | TotalAmt |
| Program Services | $11,474 | ProgramServicesAmt |
| Management And General | $8,835 | ManagementAndGeneralAmt |
| Fundraising | $127 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,881 | TotalAmt |
| Management And General | $76,881 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PLR SERVICE CHARGE | $144,442 | $144,442 | |
| TAXES CURRENT YEAR | $53,010 | $53,010 | |
| PREMIUM | $17,036 | $17,036 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,943 | TotalAmt |
| Management And General | $62,943 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,381,629 | TotalAmt |
| Program Services | $9,937,464 | ProgramServicesAmt |
| Management And General | $2,394,614 | ManagementAndGeneralAmt |
| Fundraising | $49,551 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,331,365 | BOYAmt |
| EOY | $1,506,263 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,205 | BOYAmt |
| EOY | $15,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,213 | BOYAmt |
| EOY | $70,027 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $289,872 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $257,368 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,061 | BOYAmt |
| EOY | $32,504 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,341,447 | BOYAmt |
| EOY | $201,569,117 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $457,030 | BOYAmt |
| EOY | $421,587 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,840,424 | BOYAmt |
| EOY | $3,482,821 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,147,745 | BOYAmt |
| EOY | $207,097,319 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,668,139 | BOYAmt |
| EOY | $4,919,252 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,236,858 | BOYAmt |
| EOY | $9,508,679 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,873,280 | BOYAmt |
| EOY | $3,373,792 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,778,277 | BOYAmt |
| EOY | $17,801,723 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,339,461 | BOYAmt |
| EOY | $184,894,395 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,030,007 | BOYAmt |
| EOY | $4,401,201 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,369,468 | BOYAmt |
| EOY | $189,295,596 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,147,745 | BOYAmt |
| EOY | $207,097,319 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,251,218 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $13,217,205 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $7,457,705 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,803,570 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,024,291 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,772,001 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,528,933 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,904,419 | CurrentTaxYearAmt |
| Total | $37,033,214 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,803,570 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,024,291 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,772,001 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,528,933 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,904,419 | CurrentTaxYearAmt |
| Total | $37,033,214 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $37,033,214 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,513,532 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,561,202 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,468,187 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,046,377 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,988,709 | CurrentTaxYearAmt |
| Total | $17,578,007 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $132,846 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $137,937 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $177,854 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $168,158 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $206,105 | CurrentTaxYearAmt |
| Total | $822,900 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,857 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $628,591 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,858 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,366 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $697,081 | CurrentTaxYearAmt |
| Total | $1,368,753 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $56,802,874 | TotalSupportAmt |
| Public Support CY170 | 0.65200 | PublicSupportCY170Pct |
| Public Support PY170 | 0.65190 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | ALL OTHER REVENUE - 2019 AMOUNT: $ 1,857. 2020 AMOUNT: $ 489,873. 2021 AMOUNT: $ 820. 2022 AMOUNT: $ 1,366. 2023 AMOUNT: $ 16,176. ALIP NET INCOME - 2020 AMOUNT: $ 138,718. 2021 AMOUNT: $ 39,038. PENSION INCOME - 2023 AMOUNT: $ 680,905. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 20 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $27,250 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $105,750 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,209,739 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | -$6,766 | BeginningBalanceAmt |
| Additions During Year | $17,425,706 | AdditionsDuringYearAmt |
| Distributions During Year | $17,442,741 | DistributionsDuringYearAmt |
| Ending Balance | -$23,801 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $170,745,542 | BeginningYearBalanceAmt |
| Contributions | $8,877,169 | ContributionsAmt |
| Investment Earnings Or Losses | $19,908,518 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,960,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,727,272 | OtherExpendituresAmt |
| Administrative Expenses | $1,768,593 | AdministrativeExpensesAmt |
| End Year Balance | $188,075,364 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $159,329,736 | BeginningYearBalanceAmt |
| Contributions | $8,675,932 | ContributionsAmt |
| Investment Earnings Or Losses | $13,510,656 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,657,710 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,760,924 | OtherExpendituresAmt |
| Administrative Expenses | $1,352,148 | AdministrativeExpensesAmt |
| End Year Balance | $170,745,542 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $175,526,309 | BeginningYearBalanceAmt |
| Contributions | $5,689,501 | ContributionsAmt |
| Investment Earnings Or Losses | -$9,871,156 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,667,176 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,189,769 | OtherExpendituresAmt |
| Administrative Expenses | $1,157,973 | AdministrativeExpensesAmt |
| End Year Balance | $159,329,736 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $138,837,164 | BeginningYearBalanceAmt |
| Contributions | $7,386,575 | ContributionsAmt |
| Investment Earnings Or Losses | $39,880,001 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,272,903 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,135,049 | OtherExpendituresAmt |
| Administrative Expenses | $1,169,479 | AdministrativeExpensesAmt |
| End Year Balance | $175,526,309 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $138,898,799 | BeginningYearBalanceAmt |
| Contributions | $8,052,983 | ContributionsAmt |
| Investment Earnings Or Losses | $2,413,117 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,158,514 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,300,708 | OtherExpendituresAmt |
| Administrative Expenses | $1,068,513 | AdministrativeExpensesAmt |
| End Year Balance | $138,837,164 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.97660 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.02340 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $289,872 | OtherCostOrOtherBasisAmt |
| Depreciation | $257,368 | DepreciationAmt |
| Book Value | $32,504 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $32,504 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ALLOWANCE FOR REFUNDS OF DIVIDENDS | $2,802,353 |
| PENSION LIABILITY | $571,439 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,373,792 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO MAKE GRANTS IN FURTHERANCE OF ITS PURPOSES. |
| PART X, LINE 2: | THE ENDOWMENT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE LAW. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ENDOWMENT'S TAX-EXEMPT PURPOSES IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE ENDOWMENT FOLLOWS THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ENDOWMENT MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE ENDOWMENT AND POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES DURING THE REPORTING PERIODS COVERED BY THESE CONSOLIDATED FINANCIAL STATEMENTS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ABA FUND FOR JUSTICE & EDUCATION | ||||||||
| 321 N CLARK STREET | CHICAGO | IL | 60654 | 366110299 | 501(C)(3) | $3,830,000 | $0 | UNRESTRICTED,SUPPORTS LAW-RELATED PROJECTSAND PROGRAMS |
| AMERICAN BAR FOUNDATION | ||||||||
| 750 N LAKE SHORE DRIVE | CHICAGO | IL | 60611 | 366110271 | 501(C)(3) | $3,830,000 | $0 | UNRESTRICTED,SUPPORTS LAW-RELATED PROJECTSAND PROGRAMS |
| CALIFORNIA COLLABORATIVE FOR IMMIGRANT JUSTICE | ||||||||
| 1999 HARRISON ST STE 1800 | OAKLAND | CA | 94612 | 852856613 | 501(C)(3) | $25,000 | $0 | GENERAL SUPPORT |
| CHABAD LUBAVITCH OF THE LEHIGH VALLEY | ||||||||
| 4457 CRACKERSPORT RD | ALLENTOWN | PA | 18104 | 233099157 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT |
| CODE THE DREAM | ||||||||
| 201 W MAIN ST STE 100 PMB003 | DURHAM | NC | 27701 | 263275886 | 501(C)(3) | $25,000 | $0 | GENERAL SUPPORT |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 4550 MONTGOMERY AVENUE SUITE 1100N | BETHESDA | MD | 20814 | 131930701 | 501(C)(3) | $17,000 | $0 | GENERAL SUPPORT |
| DC REFERS | ||||||||
| 1629 K ST NW SUITE 300 | WASHINGTON | DC | 20006 | 820910236 | 501(C)(3) | $15,000 | $0 | GENERAL SUPPORT |
| HOME IS HERE NOLA | ||||||||
| 1610 ORETHA CASTLE HALEY BLVD | NEW ORLEANS | LA | 70113 | 883206221 | 501(C)(3) | $25,000 | $0 | GENERAL SUPPORT |
| IDEAS42 | ||||||||
| 80 BROAD STREET 30TH FLOOR | NEW YORK | NY | 10004 | 271678009 | 501(C)(3) | $25,000 | $0 | GENERAL SUPPORT |
| MOUNT VERNON LADIES' ASSOCIATION OF THE UNION | ||||||||
| PO BOX 110 | MOUNT VERNON | VA | 22121 | 540564701 | 501(C)(3) | $25,000 | $0 | GENERAL SUPPORT |
| NATIONAL ASSOCIATION OF COUNSEL FOR CHILDREN | ||||||||
| 899 N LOGAN STREET SUITE 208 | DENVER | CO | 80203 | 840743810 | 501(C)(3) | $25,000 | $0 | GENERAL SUPPORT |
| NATIONAL CENTER FOR VICTIMS OF CRIME INC | ||||||||
| 3118 WASHINGTON BLVD PO BOX 101207 | ARLINGTON | VA | 22201 | 300022798 | 501(C)(3) | $20,500 | $0 | GENERAL SUPPORT |
| NEIGHBORHOOD CHRISTIAN LEGAL CLINIC INC | ||||||||
| 3333 N MERIDIAN STREET SUITE 201 | INDIANAPOLIS | IN | 46208 | 351916572 | 501(C)(3) | $23,500 | $0 | GENERAL SUPPORT |
| PARTNERS FOR JUSTICE | ||||||||
| 244 FIFTH AVENUE SUITE R277 | NEW YORK | NY | 10001 | 821202125 | 501(C)(3) | $25,000 | $0 | GENERAL SUPPORT |
| PRO BONO NET | ||||||||
| 228 PARK AVE S PMB 90360 | NEW YORK | NY | 10003 | 134019162 | 501(C)(3) | $25,000 | $0 | GENERAL SUPPORT |
| START SMALL THINK BIG INC | ||||||||
| 132 WEST 31ST ST 9TH FLOOR | NEW YORK | NY | 10001 | 271821066 | 501(C)(3) | $20,500 | $0 | GENERAL SUPPORT |
| THE RIGHT TO IMMIGRATION INSTITUTE | ||||||||
| 14B FELTON STREET | WALTHAM | MA | 02453 | 814220881 | 501(C)(3) | $25,000 | $0 | GENERAL SUPPORT |
| WOMEN ON THE RISE GA | ||||||||
| 1005 VIRGINIA AVE SUITE 325 | HAPEVILLE | GA | 30354 | 814828140 | 501(C)(3) | $20,500 | $0 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 18 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ABE RECEIVES QUARTERLY WRITTEN REPORTS AND ORAL PRESENTATIONS FROM ITS PRINCIPAL GRANTEES AT ABE BOARD MEETINGS WITH REGARD TO THE PROPOSED AND ACTUAL USE OF GRANT FUNDS. ABE ALSO RECEIVES ANNUAL FINANCIAL REPORTS FROM THE PRINCIPAL GRANTEES. OPPORTUNITY GRANT RECIPIENTS SUBMIT INTERIM AND FINAL REPORTS ON THE USE OF ABE GRANT FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOANNE MARTIN EXEC DIR UNTIL | PersonNm |
| Title | 9/1/23, CONSULTANT UNTIL 10/1/23 | TitleTxt |
| Base Compensation Filing Org | $352,455 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $443 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $6,917 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $10,688 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $370,503 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | NON-FIXED BONUSES WERE AWARDED BASED ON THE DISCRETION OF THE BOARD OF DIRECTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERS OF THE ABE ARE, (A) THE PERSONS WHO CONSTITUTE THE MEMBERS IN GOOD STANDING OF THE AMERICAN BAR ASSOCIATION AND (B) THE INDIVIDUALS WHO ARE MEMBERS OF CERTAIN OTHER ASSOCIATED ENTITIES. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD IS MADE UP OF 14 DIRECTORS, 10 OF WHOM ARE ELECTED BY THE ABE'S MEMBERS. TWO OF THE ABE'S DIRECTORS ARE APPOINTED BY THE BOARD OF GOVERNORS OF THE AMERICAN BAR ASSOCIATION. TWO OF THE ABE'S DIRECTORS ARE APPOINTED BY THE PRESIDENT OF THE AMERICAN BAR ASSOCIATION FROM AMONG THE THEN-SERVING OFFICERS OF THE AMERICAN BAR ASSOCIATION. |
| FORM 990, PART VI, SECTION A, LINE 7B | AMENDMENTS TO THE BYLAWS OF THE ABE MUST BE APPROVED BY A MAJORITY VOTE OF THE MEMBERS OF THE ABE PRESENT AT ANY ANNUAL OR SPECIAL MEETINGS OF THE MEMBERS. ADDITIONALLY, BOARD MEMBERS ARE ELECTED IN ACCORDANCE WITH PART VI, SECTION A, LINE 7A. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS SENT TO ALL THE MEMBERS OF THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL ABE BOARD MEMBERS MUST ANNUALLY COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM IN ACCORDANCE WITH ABE'S CONFLICT OF INTEREST POLICY, AND REGULARLY DISCLOSE CONFLICTS AS THEY ARISE. SHOULD A POTENTIAL CONFLICT ARISE, THE BOARD REVIEWS THE INDIVIDUAL INSTANCE FOR MATERIALITY AND THE NEED FOR, OR NATURE OF CURE IN ACCORDANCE WITH ITS CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE 990'S ARE AVAILABLE ON GUIDESTAR AND ARE ON FILE WITH THE VARIOUS STATES WHERE THE ORGANIZATION IS REGISTERED. OTHER CORPORATE DOCUMENTS, SUCH AS BYLAWS AND CONFLICTS POLICY ARE AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN LAWYERS INSURANCE PLANS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 N CLARK STREET 14TH FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60654 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363650005 | EIN |
| Primary Activities | INSURANCE | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $1,671 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $440,681 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |