AMERICAN LAW INSTITUTE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN LAW INSTITUTE (EIN 23-1352013)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-05
- IRS object ID
- 201410429349301606
- Schema version
- 2012v2.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-05T10:19:32-07:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352013 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN LAW INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AMER | NameControl |
| Phone | 2152431600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4025 Chestnut Street | AddressLine1 |
| City | Philadelphia | City |
| State | PA | State |
| ZIP Code | 191043099 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Margaret Marshall | Name |
| Title | Treasurer | Title |
| Phone | 2152431600 | Phone |
| Date Signed | 2014-02-06 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Roberta Cooper Ramo | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4025 Chestnut Street | AddressLine1 |
| City | Philadelphia | City |
| State | PA | State |
| ZIP Code | 19104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 45508452 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.ali.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1923 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | The American Law Institute is the leading independent organization in the United States producing scholarly work to clarify, modernize, and otherwise improve the law. The Institute (made up of over 4,300 lawyers, judges, and law professors of the highest qualifications) drafts, discusses, revises, and publishes Restatements of the Law, model statutes, and principles of law that are enormously influential in the courts and legislatures, as well as in legal scholarship and education. The Institute through its ALI CLE operating group provides education for the legal profession throughout the United States. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 57 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 57 | NbrIndependentVotingMembers |
| Total Nbr Employees | 109 | TotalNbrEmployees |
| Total Nbr Volunteers | 2800 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 891384 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 845412 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 12876874 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 12325933 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2012908 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1888396 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1910011 | OtherRevenuePriorYear |
| Other Revenue Current Year | 692437 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 17691177 | TotalRevenuePriorYear |
| Total Revenue Current Year | 15752178 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 534244 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 969322 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8242676 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6303761 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 95330 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7476858 | OtherExpensePriorYear |
| Other Expenses Current Year | 5763427 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 16253778 | TotalExpensesPriorYear |
| Total Expenses Current Year | 13036510 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1437399 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2715668 | RevenuesLessExpensesCY |
| Total Assets BOY | 54012098 | TotalAssetsBOY |
| Total Assets EOY | 58050761 | TotalAssetsEOY |
| Total Liabilities BOY | 5825706 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4606246 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 48186392 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 53444515 | NetAssetsOrFundBalancesEOY |
| Mission Description | The Institute's mission, as set out in its certificate of incorporation, is to promote the clarification and simplification of the law and its better adaptation to social needs, to secure the better administration of justice, and to encourage and carry on scholarly and scientific legal work. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3179189 | Expense |
| Grants | 525781 | Grants |
| Revenue | 3508752 | Revenue |
| Description | ALI: The Institute produces drafts, discusses, and publishes Restatements of the Law, model statutes and principles of the law. ALI members take an active part in ALI activities by reviewing and commenting on project drafts, participating in meetings to discuss drafts, and attending annual meetings where ALI's work is debated and voted on. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6476822 | Expense |
| Grants | 443541 | Grants |
| Revenue | 9258772 | Revenue |
| Description | ALI CLE: The Institute, through ALI CLE, provides education for the legal profession throughout the United States, offering in-person courses, webcasts, telephone seminars, on-demand programs, online materials, and periodicals. ALI CLE held approximately 61 in-person courses attended by approximately 2,480 registrants. There were over 50,000 users of ALI CLE's online programs and services. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 9656011 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 172 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 109 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 57 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 57 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The American Law Institute | BusinessNameLine1 |
| Business Name Line2 | Deputy Director | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2152431600 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4025 Chestnut Street | AddressLine1 |
| City | Philadelphia | City |
| State | PA | State |
| ZIP Code | 191043099 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (71 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Kenneth S Abraham | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Kim J Askew | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Jose I Astigarraga | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| John H Beisner | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Sheila L Birnbaum | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Amelia H Boss | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Elizabeth J Cabraser | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Edward H Cooper | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| N Lee Cooper | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| George H T Dudley | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Christine M Durham | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Kenneth C Frazier | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Yvonne Gonzalez Rogers | |||||||||
| Council | 3 | X | 0 | 0 | 0 | ||||
| Anton G Hajjar | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Geoffrey C Hazard Jr | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| D Brock Hornby | |||||||||
| Council | 3 | X | 0 | 0 | 0 | ||||
| William C Hubbard | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Wallace B Jefferson | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Mary Kay Kane | |||||||||
| Council | 3 | X | 0 | 0 | 0 | ||||
| Michele C Kane | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Harold Hongju Koh | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Carolyn B Kuhl | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Carolyn B Lamm | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Derek P Langhauser | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Carol F Lee | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| David F Levi | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Goodwin Liu | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Gerard E Lynch | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Lori A Martin | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| M Margaret McKeown | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| John J McKetta III | |||||||||
| Council | 3 | X | 0 | 0 | 0 | ||||
| Daniel J Meltzer | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Judith A Miller | |||||||||
| Council | 3 | X | 0 | 0 | 0 | ||||
| Kathryn A Oberly | |||||||||
| Council | 3 | X | 0 | 0 | 0 | ||||
| Harvey S Perlman | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| David W Rivkin | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Daniel B Rodriguez | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Lee H Rosenthal | |||||||||
| Council | 3 | X | 0 | 0 | 0 | ||||
| Gary L Sasso | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Mary M Schroeder | |||||||||
| Council | 3 | X | 0 | 0 | 0 | ||||
| Anthony J Scirica | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Marsha E Simms | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Robert H Sitkoff | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Jane Stapleton | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Laura Stein | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Robert A Stein | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Larry S Stewart | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Elizabeth S Stong | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Catherine T Struve | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| David K Y Tang | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Sarah S Vance | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Bill Wagner | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Steven O Weise | |||||||||
| Council | 3 | X | 0 | 0 | 0 | ||||
| Diane P Wood | |||||||||
| Council | 3 | X | 0 | 0 | 0 | ||||
| Roberta Cooper Ramo | |||||||||
| President & Council | 16 | X | 0 | 0 | 0 | X | |||
| Allen D Black | |||||||||
| 1st Vice President & Council | 5 | X | 0 | 0 | 0 | X | |||
| Douglas Laycock | |||||||||
| 2nd Vice President & Council | 5 | X | 0 | 0 | 0 | X | |||
| Susan Frelich Appleton | |||||||||
| Secretary (through 5/13) & Council | 5 | X | 0 | 0 | 0 | X | |||
| Paul L Friedman | |||||||||
| Secretary & Council | 5 | X | 0 | 0 | 0 | X | |||
| Margaret H Marshall | |||||||||
| Treasurer & Council | 5 | X | 0 | 0 | 0 | X | |||
| Carolyn Dineen King | |||||||||
| Treasurer (through 5/13) & Council | 5 | X | 0 | 0 | 0 | X | |||
| Lance Liebman | |||||||||
| Director | 30 | 284305 | 0 | 17500 | X | ||||
| Stephanie Middleton | |||||||||
| Deputy Director | 50 | 266603 | 0 | 16625 | X | ||||
| Nancy Mulloy-Bonn | |||||||||
| Director of ALI CLE | 35 | 177725 | 0 | 24116 | X | ||||
| Marianne Walker | |||||||||
| Publications Director | 35 | 156840 | 0 | 10787 | X | ||||
| Leslie Belasco | |||||||||
| Chief of Content Production | 35 | 139254 | 0 | 9349 | X | ||||
| Mark Carroll | |||||||||
| Chief of ALI CLE Operations | 35 | 138944 | 0 | 22323 | X | ||||
| Julie Scribner | |||||||||
| Chief Financial Officer | 25 | 129804 | 0 | 23135 | X | ||||
| Deanne Dissinger | |||||||||
| Associate Deputy Director | 35 | 127745 | 0 | 15190 | X | ||||
| L Julene Franki | |||||||||
| Former Executive Director of ALI-ABA | 0 | 186163 | 0 | 11669 | X | ||||
| Lawrence Meehan | |||||||||
| Former Deputy Executive Director of ALI-ABA | 0 | 152509 | 0 | 13905 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1759892 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 164599 | TotalOtherCompensation |
| Number Individuals GT100 K | 15 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Gardner Fox | |||||
| 919 Glenbrook Avenue | Bryn Mawr | PA | 19010 | Construction | 971553 |
| Darwill | |||||
| PO Box 87618 | Chicago | IL | 60680 | Printing & mailing services | 248530 |
| Yurchak Printing Inc | |||||
| 920 Links Avenue | Landisville | PA | 17538 | Printing | 220155 |
| Hifi House Commercial AV | |||||
| 1000 Sussex Blvd | Broomall | PA | 19008 | audio/video services | 212322 |
| Riverbend Media | |||||
| 187 Country Bend Road | Farmington | UT | 84025 | Webcast services | 197500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 476569 | MembershipDues |
| Fundraising Events | 0 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 0 | GovernmentGrants |
| All Other Contributions | 368843 | AllOtherContributions |
| Noncash Contributions | 0 | NoncashContributions |
| Total Contributions | 845412 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| CLE Programs, products, and partner royalties | 611710 | 8959310 | 8959310 | 0 | $0 |
| ALI Publications and related royalties | 511120 | 3366623 | 3366623 | 0 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 12325933 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1207463 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,207,463 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 563564 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 312718 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 250846 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 250846 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $250,846 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 29726626 | Securities |
| Other | 2400 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 29048093 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 678533 | Securities |
| Other | 2400 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 680933 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $680,933 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrbtns Rprtd Fundraising Events | 0 | CntrbtnsRprtdFundraisingEvents |
| Gross Sales Of Inventory | 837054 | GrossSalesOfInventory |
| Cost Of Goods Sold | 395463 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 441591 | TotalRevenueColumn |
| Related Or Exempt Function Income | 441591 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15752178 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12767524 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,139,242 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40500 | Total |
| Program Services | 40500 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 913160 | Total |
| Program Services | 913160 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15662 | Total |
| Program Services | 15662 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 804024 | Total |
| Program Services | 402763 | ProgramServices |
| Management And General | 381632 | ManagementAndGeneral |
| Fundraising | 19629 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4218022 | Total |
| Program Services | 2874951 | ProgramServices |
| Management And General | 1296499 | ManagementAndGeneral |
| Fundraising | 46572 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 276691 | Total |
| Program Services | 188589 | ProgramServices |
| Management And General | 85047 | ManagementAndGeneral |
| Fundraising | 3055 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 619111 | Total |
| Program Services | 421978 | ProgramServices |
| Management And General | 190297 | ManagementAndGeneral |
| Fundraising | 6836 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 385913 | Total |
| Program Services | 254141 | ProgramServices |
| Management And General | 126853 | ManagementAndGeneral |
| Fundraising | 4919 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97301 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 85330 | ManagementAndGeneral |
| Fundraising | 11971 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93327 | Total |
| Program Services | 10665 | ProgramServices |
| Management And General | 82662 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 230895 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 230895 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 962796 | Total |
| Program Services | 871287 | ProgramServices |
| Management And General | 91509 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 461289 | Total |
| Program Services | 233798 | ProgramServices |
| Management And General | 226954 | ManagementAndGeneral |
| Fundraising | 537 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 162506 | Total |
| Program Services | 36974 | ProgramServices |
| Management And General | 125532 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72771 | Total |
| Program Services | 72771 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 246029 | Total |
| Program Services | 162133 | ProgramServices |
| Management And General | 83896 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 612661 | Total |
| Program Services | 568060 | ProgramServices |
| Management And General | 44597 | ManagementAndGeneral |
| Fundraising | 4 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64773 | Total |
| Program Services | 45402 | ProgramServices |
| Management And General | 19371 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1685117 | Total |
| Program Services | 1651297 | ProgramServices |
| Management And General | 32338 | ManagementAndGeneral |
| Fundraising | 1482 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 279830 | Total |
| Program Services | 184408 | ProgramServices |
| Management And General | 95422 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38693 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 38693 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Consultants, Honoraria, and Trainers | 225096 | 222573 | 2523 | 0 |
| Production and Transmission | 308234 | 308234 | 0 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 222109 | Total |
| Program Services | 176665 | ProgramServices |
| Management And General | 45119 | ManagementAndGeneral |
| Fundraising | 325 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13036510 | Total |
| Program Services | 9656011 | ProgramServices |
| Management And General | 3285169 | ManagementAndGeneral |
| Fundraising | 95330 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1813367 | BOY |
| EOY | 1437447 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1525575 | BOY |
| EOY | 893155 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 610495 | BOY |
| EOY | 39724 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 322897 | BOY |
| EOY | 330256 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 10375189 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 7519159 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1787212 | BOY |
| EOY | 2856030 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40686631 | BOY |
| EOY | 43229761 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7265921 | BOY |
| EOY | 7835352 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 1429036 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54012098 | BOY |
| EOY | 58050761 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2294672 | BOY |
| EOY | 1487113 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1103442 | BOY |
| EOY | 1021405 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23379 | BOY |
| EOY | 23058 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2404213 | BOY |
| EOY | 2074670 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5825706 | BOY |
| EOY | 4606246 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32862040 | BOY |
| EOY | 38214054 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14884981 | BOY |
| EOY | 14791090 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 439371 | BOY |
| EOY | 439371 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48186392 | BOY |
| EOY | 53444515 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54012098 | BOY |
| EOY | 58050761 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2715668 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 2995425 | ReconciliationUnrealizedInvest |
| Reconcilation Donated Services | 0 | ReconcilationDonatedServices |
| Reconcilation Invest Expenses | 0 | ReconcilationInvestExpenses |
| Reconcilation Prior Adjustment | 0 | ReconcilationPriorAdjustment |
| Reconcilation Other Changes | -452970 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 827531 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 811932 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 769137 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 891384 | CurrentTaxYearMinus1Year |
| Current Tax Year | 845412 | CurrentTaxYear |
| Total | 4145396 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15890363 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14720304 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14897042 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15563345 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13162988 | CurrentTaxYear |
| Total | 74234042 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16717894 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15532236 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15666179 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16454729 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14008400 | CurrentTaxYear |
| Total | 78379438 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 65705 | CurrentTaxYearMinus1Year |
| Current Tax Year | 68995 | CurrentTaxYear |
| Total | 134700 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 65705 | CurrentTaxYearMinus1Year |
| Current Tax Year | 68995 | CurrentTaxYear |
| Total | 134700 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 78244738 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2227979 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1483006 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1295743 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1385783 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1771027 | CurrentTaxYear |
| Total | 8163538 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2227979 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1483006 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1295743 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1385783 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1771027 | CurrentTaxYear |
| Total | 8163538 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18945873 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17015242 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16961922 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17840512 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15779427 | CurrentTaxYear |
| Total | 86542976 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.90411 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.90591 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.09433 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.09337 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | On the 2012 Form 990, Schedule A, Part III, the presentation of ALIP was changed to show 75% of the net income of ALIP in line 2. The prior years reported reflect 100% of the activities related to ALIP. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 19004013 | BeginningOfYearBalance |
| Contributions | 192911 | Contributions |
| Investment Earnings Or Losses | 1940967 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 1827425 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 19310466 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 18919940 | BeginningOfYearBalance |
| Contributions | 1193477 | Contributions |
| Investment Earnings Or Losses | 179409 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 1288813 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 19004013 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17266210 | BeginningOfYearBalance |
| Contributions | 995183 | Contributions |
| Investment Earnings Or Losses | 1984729 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 1326182 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 18919940 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11181053 | BeginningOfYearBalance |
| Contributions | 6669680 | Contributions |
| Investment Earnings Or Losses | 706738 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 1291261 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 17266210 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13363063 | BeginningOfYearBalance |
| Contributions | 1034496 | Contributions |
| Investment Earnings Or Losses | -2079428 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 1137078 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 11181053 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.3592 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.0228 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.618 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 393750 | OtherCostOrOtherBasis |
| Book Value | 393750 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1703422 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 795595 | OtherCostOrOtherBasis |
| Depreciation | 2497778 | Depreciation |
| Book Value | 1239 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1192807 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 3777232 | OtherCostOrOtherBasis |
| Depreciation | 3177483 | Depreciation |
| Book Value | 1792556 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 2346885 | OtherCostOrOtherBasis |
| Depreciation | 1843898 | Depreciation |
| Book Value | 502987 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 165498 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 165498 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2856030 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Hedge Funds | Description |
| Book Value | 7835352 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 7835352 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Postretirement Healthcare Obligation | Description |
| Amount | $2,074,670 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2074670 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P04_S00_L02b | Schedule D, Part IV, Line 2b | The American Law Institute maintains as landlord an escrow bank account as a security deposit for one of its tenants, Elwyn Inc. |
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | In accordance with donor-imposed restrictions on the Falk Endowment, principal is permanently restricted and income may only be used for purposes of the Permanent Editorial Board for the Uniform Commercial Code (PEB-UCC). A second fund was established to provide financial support for an endowed chair in memory of Professor Casner. The Wechsler Fund and the unrestricted PEB-UCC Fund have Board-designated spending restrictions. The Mellon Fund is a temporarily restricted fund to be used for the Restatement projects. |
| SchD_P10_S00_L02 | Schedule D, Part X, Line 2 | For the years ended June 30, 2013 and 2012, ALI and American Law Institute Publishers (ALIP) did not identify any uncertain tax positions taken or expected to be taken in an information return or in an income tax return, respectively, which would not require adjustment to or disclosure in the consolidated financial statement. In addition, ALI and ALIP believe that they have not engaged in any activities for which ALI's tax-exempt status and ALIP's tax status as a pass through entity would not be sustained under examination. ALI and ALIP are potentially subject to federal, state, and local examinations, as applicable, for years subsequent to June, 30, 2009. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Europe (including Iceland and Greenland) | 0 | 0 | Program Services | Stipends and meeting expense | 11518 |
| North America (including Canada and Mexico, but not the United States) | 0 | 0 | Program Services | Meeting Expenses | 17184 |
| Middle East and North Africa | 0 | 0 | Program Services | Stipend | 1000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 29702 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (4 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Amount Of Non Cash AssistanceAmountOfNonCashAssistance |
|---|---|---|---|---|---|
| Stipends to Reporters | Europe (including Iceland and Greenland) | 1 | 1000 | Wire Transfer | 0 |
| Meeting and Travel | Europe (including Iceland and Greenland) | 8 | 10518 | Wire Transfer and Check | 0 |
| Meeting expenses | North America (including Canada and Mexico, but not the United States) | 3 | 3144 | Check | 0 |
| Stipend | Middle East and North Africa | 1 | 1000 | Check | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchF_P01_S00_L02 | Identifier |
| Return Reference | Schedule F, Part I, Line 2 | ReturnReference |
| Explanation | The "grants" are in the form of stipends determined by the Institute and cost-reimbursement for travel and meeting expenses that the Institute reviews for reasonableness and controls when payments are due. There will be a direct relationship between the amount approved for payment and the actual payment amount. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Pennsylvania | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3451 Walnut Street | AddressLine1 |
| Address Line2 | 433 Franklin Building | AddressLine2 |
| City | Philadelphia | City |
| State | PA | State |
| ZIP Code | 191046205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 231352685 | EINOfRecipient |
| Amount Of Cash Grant | 37000 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | Letter acknowledging cash contribution | MethodOfValuation |
| Purpose Of Grant | The contribution made to the University of Pennsylvania was in support of the University's Library Archive Department which holds a collection of records of the Institute's. | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| The American Law Institute provides financial assistance to cover travel expenses for certain volunteers who attend its meetings. ALI CLE offers full scholarships to certain lawyers to attend its various courses. | 3617 | 21382 | 421376 | 50% of tuition cost to attend a seminar | The non-cash assistance is in the form of a full scholarship. |
| The American Law institute provides stipends to reporters and research assistants as payment for their work performed on ALI projects. | 60 | 470402 | 0 | Amount is budgeted based on project and work to be performed. |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | The American Law Institute, including ALI CLE, makes voluntary payments to governmental units, nonprofit organizations, and individuals. Given their nature, the payments are made either by check or by award of a scholarship for all or part of the fee for a program. The American Law Institute, including ALI CLE, is able to direct and monitor these expenditures and scholarships. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Lance Liebman | ||||||||||||||
| Director | 282821 | 0 | 0 | 0 | 1484 | 0 | 17500 | 0 | 0 | 0 | 301805 | 0 | 0 | 0 |
| Stephanie Middleton | ||||||||||||||
| Deputy Director | 240001 | 0 | 25000 | 0 | 1601 | 0 | 16625 | 0 | 0 | 0 | 283227 | 0 | 0 | 0 |
| L Julene Franki | ||||||||||||||
| Former Executive Director of ALI-ABA | 72304 | 0 | 0 | 0 | 113859 | 0 | 2398 | 0 | 9271 | 0 | 197832 | 0 | 0 | 0 |
| Lawrence Meehan | ||||||||||||||
| Former Deputy Executive Director of ALI-ABA | 152128 | 0 | 0 | 0 | 381 | 0 | 2705 | 0 | 11200 | 0 | 166414 | 0 | 0 | 0 |
| Nancy Mulloy-Bonn | ||||||||||||||
| Director of ALI CLE | 176239 | 0 | 0 | 0 | 1485 | 0 | 12758 | 0 | 11358 | 0 | 201840 | 0 | 0 | 0 |
| Mark Carroll | ||||||||||||||
| Chief of ALI CLE Operations | 137990 | 0 | 0 | 0 | 954 | 0 | 9975 | 0 | 12348 | 0 | 161267 | 0 | 0 | 0 |
| Marianne Walker | ||||||||||||||
| Publications Director | 155596 | 0 | 0 | 0 | 1244 | 0 | 10787 | 0 | 0 | 0 | 167627 | 0 | 0 | 0 |
| Julie Scribner | ||||||||||||||
| Chief Financial Officer | 129256 | 0 | 0 | 0 | 548 | 0 | 9625 | 0 | 13510 | 0 | 152939 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchJ_P01_S00_L04 | Identifier |
| Return Reference | Schedule J, Part I, Line 4 | ReturnReference |
| Explanation | L Julene Franki, Executive Director of ALI-ABA until February 2012, received a severance package which started April 1, 2012 to be paid in 12 monthly installments. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0A_L01a | Form 990, Part VI, Section A, Line 1a | The Institute's governing body, the Council, has delegated to the Executive Committee the authority to oversee the management of the business and affairs of the Institute, except for certain matters reserved to the Council as described in the bylaws. The Executive Committee has primary responsibility for such oversight; however, the delegated authority is not exclusive and the Council continues to retain and may exercise all delegated authority. All members of the Executive Committee are members of the Council. Committee members include the President, First and Second Vice Presidents, Secretary, Treasurer, and Chair of the Council. |
| F990_P06_S0A_L02 | Form 990, Part VI, Section A, Line 2 | The following directors have family or business relationships: Robert A. Stein is the father of Laura Stein; Kim J. Askew and David K.Y. Tang are partners in the law firm of K&L Gates LLP; John H. Beisner and Sheila L. Birnbaum were partners in the law firm of Skadden, Arps, Slate, Meagher & Flom LLP for part of the year; Roberta Cooper Ramo and Robert A. Stein serve on the board of directors of Educational Credit Management Corporation (ECMC), a nonprofit corporation; Lee H. Rosenthal and Anthony J. Scirica serve on the board of visitors of Duke University School of Law and David F. Levi is the dean of that school. The following officer and director have a business relationship: Lance Liebman and Elizabeth S. Stong serve on the board of trustees of the Practising Law Institute. |
| F990_P06_S0A_L06 | Form 990, Part VI, Section A, Line 6 | There were 4,361 members as of 6/30/13. There are four classes of membership: elected members, life members, honorary members, and ex-officio members. All members have the right to vote on the matters described in Lines 7a and 7b. |
| F990_P06_S0A_L07a | Form 990, Part VI, Section A, Line 7a | Institute members elect members of the governing body from the Institute's membership at the annual meeting of the membership. All Institute members, regardless of class of membership, are eligible to vote. |
| F990_P06_S0A_L07b | Form 990, Part VI, Section A, Line 7b | Publication of any work representing the Institute's position requires approval by both the membership and the governing body. In addition, the following matters require membership approval: Bylaw amendments; and any change in the maximum number of elected members of the Institute. All Institute members, regardless of class of membership, are eligible to vote. |
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | The Institute's governing body has delegated to the Audit Committee the responsibility to review the Form 990 before it is filed. The Form 990 (including all schedules) is prepared by management, reviewed by the Institute's independent auditor and outside legal counsel, and provided to all members of the Committee for review before filing. Committee members then may raise any questions they may have at the Committee's meeting or anytime by phone or email. A complete copy of the Form 990 is provided to all members of the governing body before it is filed. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | The Institute's conflicts of interest policy applies to officers and members of the Council and Audit and Investment Committees. The policy requires disclosure of actual or potential conflicts of interest and all material facts to the President or Chair of Council prior to participating in discussion, consideration, or action on a transaction or arrangement under consideration. If there is a question as to whether a conflict of interest exists, the question is resolved by a vote of the Council or Executive Committee, as applicable, in which the interested individual may not vote. Interested individuals may not be present during, or participate in, the consideration or action on the transaction or other arrangement. Key employees are covered by the conflicts of interest provisions in the Institute's Code of Conduct for Employees. Those provisions require disclosure of any conflicts of interest to an executive staff member or officer identified in the Code. If warranted, appropriate action will be taken; for example, the employee might be excluded from involvement in the relevant matter. All persons to whom the conflicts of interest policy applies, as well as key employees, also must disclose any actual or potential conflicts of interest through an annual disclosure process via a disclosure questionnaire. Any conflict-of-interest disclosures in the completed questionnaires are reviewed by the Audit Committee. If the Audit Committee determines that an actual or potential conflict of interest exists, it recommends an appropriate remedy to the President or Chair of Council. If the President or Chair of Council is the person who has the actual or potential conflict of interest, the Audit Committee makes its recommendation to the Executive Committee. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | The Executive Compensation Subcommittee of the Institute's Executive Committee annually reviews and makes recommendations to the Executive Committee concerning the compensation of the Director, Deputy Director, Chief Financial Officer, Director of ALI CLE, and other staff in accordance with the Institute's Executive Compensation Policy. The process was last undertaken for these persons in the fiscal year ended June 30, 2013. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | The Institute's governing documents, conflicts of interest policy, and annual report containing financial statements are available to the public on the Institute's website, www.ali.org. |
| F990_P11_S00_L05 | Form 990, Part XI, Line 5 | Net unrealized gain on investments were $2,995,425. |
| F990_P11_S00_L09 | Form 990, Part XI, Line 9 | Represents prior year non-controlling interest in American Law Institute Publishers, a majority owned joint venture. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | American Law Institute Publishers | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 Opperman Drive | AddressLine1 |
| City | Eagan | City |
| State | MN | State |
| ZIP Code | 55123 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416164506 | EIN |
| Primary Activity | Publishes law books. | PrimaryActivity |
| Legal Domicile State | MN | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Predominant Income Type | Related | PredominantIncomeType |
| Share Of Total Income | 2695121 | ShareOfTotalIncome |
| Share Of EOY Assets | 1430271 | ShareOfEOYAssets |
| Disproportionate Allocations | 0 | DisproportionateAllocations |
| General Or Managing Partner | 0 | GeneralOrManagingPartner |
| Percentage Ownership | 0.75 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| American Law Institute Publishers | ||
| p | 336524 | From actual invoice totals |
| American Law Institute Publishers | ||
| q | 265494 | Total of invoices paid. |
| American Law Institute Publishers | ||
| r | 2625000 | Distribution of net income from American Law Institute Publishers. |