2013-06-13T15:47:09-05:00 2012-07-31 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2011-08-01 042114561 AMERICAN ASSOCIATION FOR JUSTICE AMER 2029653500 777 6TH STREET NW NO 200 WASHINGTON DC 20001 CHARLES JEFFRESS 2029653500 2013-06-13 1 DEBORAH G KOSNETT P00290720 2022932200 2011 2016-03-07 17:11:31Z LINDA LIPSEN 777 6TH STREET NW NO 200 WASHINGTON DC 20001 23704026 0 X WWW.JUSTICE.ORG X 1977 DC THE AMERICAN ASSOCIATION FOR JUSTICE PROMOTES JUSTICE AND FAIRNESS FOR INJURED PERSONS, SAFEGUARDS VICTIM'S RIGHTS, AND STRENGTHENS THE CIVIL JUSTICE SYSTEM THROUGH EDUCATION AND DISCLOSURE OF INFORMATION CRITICAL TO PUBLIC HEALTH AND SAFETY. 276 276 134 500 1511509 -359398 1476730 272484 20871821 21396272 1890 7721 3129200 1971163 25479641 23647640 0 0 0 0 7925779 8079356 0 0 0 17654805 16525530 25580584 24604886 -100943 -957246 14679503 13230465 19274468 19903850 -4594965 -6673385 X THE MISSION OF THE ASSOCIATION SHALL BE TO:SEEK JUSTICE FOR ALL...PRESERVE THE CONSTITUTIONAL RIGHT TO TRIAL BY JURY...PREVENT INJURY FROM OCCURRING...CHAMPION THE CAUSE OF THOSE WHO DESERVE REDRESS FOR INJURY TO PERSON OR PROPERTY...PROMOTE THE PUBLIC GOOD THROUGH CONCERTED EFFORTS TO SECURE SAFE PRODUCTS, A SAFE WORKPLACE, A CLEAN ENVIRONMENT, AND QUALITY HEALTH CARE...FURTHER THE RULE OF LAW AND THE CIVIL JUSTICE SYSTEM, AND PROTECT THE RIGHTS OF THE ACCUSED...INSPIRE EXCELLENCE IN ADVOCACY THROUGH TRAINING AND EDUCATION...ENCOURAGE COOPERATION AMONG MEMBERS...ADVANCE THE COMMON LAW AND THE FINEST TRADITIONS OF JURISPRUDENCE...UPHOLD THE HONOR AND DIGNITY OF THE LEGAL PROFESSION AND THE HIGHEST STANDARDS OF ETHICAL CONDUCT AND INTEGRITY. 0 0 PUBLIC AFFAIRS - MONITORING STATE AND FEDERAL LEGISLATIVE AND REGULATORY ACTIVITIES AFFECTING THE TRIAL LAW PROFESSION. MEMBERSHIP SERVICES - OFFERED TO FURTHER THE MISSION OF THE AMERICAN ASSOCIATION FOR JUSTICE, INCLUDE THE FOLLOWING:--CONVENTIONS-INFORMATION EXCHANGE THROUGH MEETINGS AND EDUCATION HELD TWICE A YEAR FOR MEMBERS; MORE THAN 2,000 LAWYERS ATTEND CONVENTIONS --LEGAL RESEARCH-GATHERING CASE MATERIALS AND DECISIONS, VERDICTS AND SETTLEMENTS, AND STATE AND FEDERAL LEGISLATIVE AND REGULATORY ACTIVITIES AFFECTING THE TRIAL LAW PROFESSION AND SHARING MATERIALS AND KNOWLEDGE AMONG MEMBERS --MEMBER GROUPS-INFORMATION EXCHANGE AND SHARING KNOWLEDGE ABOUT THE TRIAL LAW PROFESSION THROUGH THREE CAUCUSES AND A DIVISION, AND 18 SECTIONS AND MORE THAN 100 LITIGATION GROUPS --PUBLICATIONS-TRIAL MAGAZINE, WHICH PROVIDES TIMELY, RELEVANT, AND PRACTICAL NEWS AND INFORMATION THAT OUR MEMBERS CAN APPLY IN THEIR TRIAL LAW PROFESSION, SENT TO ALL MEMBERS AS WELL AS SOME JUDGES AND LAW LIBRARIES AND PUBLISHED IN PRINT MONTHLY; TRIAL NEWS, THE MAGAZINE'S TWICE-MONTHLY E-NEWSLETTER, GOES TO ALL AAJ MEMBERS EVERY OTHER THURSDAY; PRACTICE-SPECIFIC LAW REPORTERS, WHICH PROVIDE CASE FACTS, DECISIONS, SETTLEMENTS AND VERDICTS, AND EXPERTS, PUBLISHED IN PRINT BIMONTHLY AND OTHERS ONLINE MONTHLY; AND MEMBER GROUP NEWSLETTERS, COVERING LEGISLATIVE ISSUES, CASE DEVELOPMENTS, PRACTICE TIPS, AND TRIAL TECHNIQUES, DELIVERED ONLINE TWO TO FOUR TIMES A YEAR. COMMUNICATIONS - RESPONDS TO OUTSIDE MEDIA REQUESTS AND ATTACKS BY OUR OPPOSITION, PROACTIVELY PITCHES STORIES AND DEVELOPS RELATIONSHIPS WITH NATIONAL REPORTERS, PRODUCES ORIGINAL RESEARCH REPORTS, PUBLICIZES CASES FOR AAJ MEMBERS, AND ASSISTS STATES WITH COMMUNICATION EFFORTS 0 1 1 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 1 54 0 1 134 1 1 1 0 0 0 1 1 0 X 276 276 1 0 1 0 1 1 1 1 1 0 1 0 1 1 1 1 1 1 1 0 0 X MARY K BERGE 2029653500 777 6TH STREET NW NO 200 WASHINGTON DC 20001 GARY M PAUL 1.00 X X 0 0 0 MARY ALICE MCLARTY 1.00 X X 0 0 0 J BURTON LEBLANC 1.00 X X 0 0 0 LISA BLUE 1.00 X X 0 0 0 LARRY A TAWWATER 1.00 X X 0 0 0 JULIE BRAMAN KANE 1.00 X X 0 0 0 C GIBSON VANCE 1.00 X 0 0 0 WARD M MERDES 1.00 X 0 0 0 PHILLIP PAUL WEIDNER 1.00 X 0 0 0 GREGORY S CUSIMANO 1.00 X 0 0 0 CHRISTOPHER D GLOVER 1.00 X 0 0 0 STEVEN L NICHOLAS 1.00 X 0 0 0 PAUL BYRD 1.00 X 0 0 0 MORGAN E WELCH 1.00 X 0 0 0 JOHN E OSBORNE 1.00 X 0 0 0 FRANK VERDERAME 1.00 X 0 0 0 MIKE ARIAS 1.00 X 0 0 0 ROBERT E CARTWRIGHT 1.00 X 0 0 0 THOMAS M DEMPSEY 1.00 X 0 0 0 INGRID M EVANS 1.00 X 0 0 0 SHAWN F KHORRAMI 1.00 X 0 0 0 DAVID A ROSEN 1.00 X 0 0 0 ELISE R SANGUINETTI 1.00 X 0 0 0 FREDERICK SCHENK 1.00 X 0 0 0 JAMES W VITITOE 1.00 X 0 0 0 J KYLE BACHUS 1.00 X 0 0 0 JIM LEVENTHAL 1.00 X 0 0 0 STEWART M CASPER 1.00 X 0 0 0 KATHLEEN L NASTRI 1.00 X 0 0 0 PATRICK A MALONE 1.00 X 0 0 0 PATRICK M REGAN 1.00 X 0 0 0 BEVERLY L BOVE 1.00 X 0 0 0 JOSEPH W WEIK 1.00 X 0 0 0 JEREMY W ALTERS 1.00 X 0 0 0 SEAN C DOMNICK 1.00 X 0 0 0 BRENDA S FULMER 1.00 X 0 0 0 RODNEY G GREGORY 1.00 X 0 0 0 STEPHEN A MARINO 1.00 X 0 0 0 HERMAN J RUSSOMANNO 1.00 X 0 0 0 KIRK WAGAR 1.00 X 0 0 0 ANDREW J WEINSTEIN 1.00 X 0 0 0 JEANMARIE WHALEN 1.00 X 0 0 0 EDWARD H ZEBERSKY 1.00 X 0 0 0 JOSEPH A FRIED 1.00 X 0 0 0 STEPHEN G LOWRY 1.00 X 0 0 0 ADAM MALONE 1.00 X 0 0 0 MICHAEL J WARSHAUER 1.00 X 0 0 0 MARK S DAVIS 1.00 X 0 0 0 WAYNE D PARSONS 1.00 X 0 0 0 BRIAN P GALLIGAN 1.00 X 0 0 0 MARC S HARDING 1.00 X 0 0 0 DARREL W AHERIN 1.00 X 0 0 0 DAVID E COMSTOCK 1.00 X 0 0 0 KENNITH W BLAN 1.00 X 0 0 0 KATHY BYRNE 1.00 X 0 0 0 MARTIN HEALY 1.00 X 0 0 0 KEITH A HEBEISEN 1.00 X 0 0 0 LAIRD M OZMON 1.00 X 0 0 0 ANTONIO M ROMANUCCI 1.00 X 0 0 0 P GREGORY CROSS 1.00 X 0 0 0 MARY BETH RAMEY 1.00 X 0 0 0 DAN LYKINS 1.00 X 0 0 0 JOHN M PARISI 1.00 X 0 0 0 MICHAEL R HANCE 1.00 X 0 0 0 RICHARD D LAWRENCE 1.00 X 0 0 0 SCOTT R BICKFORD 1.00 X 0 0 0 JOHN W DEGRAVELLES 1.00 X 0 0 0 ROBERT E KLEINPETER 1.00 X 0 0 0 DONALD W PRICE 1.00 X 0 0 0 FREDERIC N HALSTROM 1.00 X 0 0 0 DOUGLAS K SHEFF 1.00 X 0 0 0 EDWIN L WALLACE 1.00 X 0 0 0 ROBERT K JENNER 1.00 X 0 0 0 BRUCE MARTIN PLAXEN 1.00 X 0 0 0 DANIEL G KAGAN 1.00 X 0 0 0 SAMUEL W LANHAM 1.00 X 0 0 0 LINDA MILLER ATKINSON 1.00 X 0 0 0 BRIAN J MCKEEN 1.00 X 0 0 0 YVONNE M FLAHERTY 1.00 X 0 0 0 GALE D PEARSON 1.00 X 0 0 0 DANIEL J BROWN 1.00 X 0 0 0 LELAND F DEMPSEY 1.00 X 0 0 0 JAMES H THOMPSON 1.00 X 0 0 0 DAVID M ZEVAN 1.00 X 0 0 0 JOHN W KITCHENS 1.00 X 0 0 0 CHUCK R MCRAE 1.00 X 0 0 0 LAWRENCE A ANDERSON 1.00 X 0 0 0 WILLIAM A ROSSBACH 1.00 X 0 0 0 DONALD H BESKIND 1.00 X 0 0 0 WADE E BYRD 1.00 X 0 0 0 DAVID R BLISS 1.00 X 0 0 0 THOMAS A DICKSON 1.00 X 0 0 0 JAMES R HARRIS 1.00 X 0 0 0 VINCENT M POWERS 1.00 X 0 0 0 THOMAS R WATSON 1.00 X 0 0 0 FINIS E WILLIAMS 1.00 X 0 0 0 E DREW BRITCHER 1.00 X 0 0 0 CHRISTOPHER PLACITELLA 1.00 X 0 0 0 BRUCE H STERN 1.00 X 0 0 0 DAVID J JARAMILLO 1.00 X 0 0 0 RANDI MCGINN 1.00 X 0 0 0 BRIAN D NETTLES 1.00 X 0 0 0 MATTHEW L SHARP 1.00 X 0 0 0 SHOSHANA T BOOKSON 1.00 X 0 0 0 MARTIN EDELMAN 1.00 X 0 0 0 DAVID B GOLOMB 1.00 X 0 0 0 LENORE KRAMER 1.00 X 0 0 0 BENEDICT P MORELLI 1.00 X 0 0 0 STEPHAN H PESKIN 1.00 X 0 0 0 NICHOLAS I TIMKO 1.00 X 0 0 0 PERRY WEITZ 1.00 X 0 0 0 TOM HENRETTA 1.00 X 0 0 0 MARK KITRICK 1.00 X 0 0 0 RICHARD W SCHULTE 1.00 X 0 0 0 RUSSELL SMITH 1.00 X 0 0 0 JAMES E FRASIER 1.00 X 0 0 0 BRADLEY C WEST 1.00 X 0 0 0 KATHRYN H CLARKE 1.00 X 0 0 0 THOMAS D'AMORE 1.00 X 0 0 0 STEWART J EISENBERG 1.00 X 0 0 0 MICHAEL J FOLEY 1.00 X 0 0 0 TOBI L MILLROOD 1.00 X 0 0 0 STEVEN E RILEY 1.00 X 0 0 0 ROBERT L SACHS 1.00 X 0 0 0 SOL H WEISS 1.00 X 0 0 0 DAVID EFRON 1.00 X 0 0 0 ALBERTO J PEREZ HERNANDEZ 1.00 X 0 0 0 PATRICK C BARRY 1.00 X 0 0 0 DONALD A MIGLIORI 1.00 X 0 0 0 O FAYRELL FURR 1.00 X 0 0 0 RONALD L MOTLEY 1.00 X 0 0 0 JAMES MARVIN MULLIS 1.00 X 0 0 0 JOSEPH P STROM 1.00 X 0 0 0 TERENCE R QUINN 1.00 X 0 0 0 CLINT LEE SARGENT 1.00 X 0 0 0 RONALD J BERKE 1.00 X 0 0 0 SIDNEY W GILREATH 1.00 X 0 0 0 GILBERT T ADAMS 1.00 X 0 0 0 JACK B BALDWIN 1.00 X 0 0 0 ED BLIZZARD 1.00 X 0 0 0 DEBBIE D BRANSON 1.00 X 0 0 0 RUSSELL W BUDD 1.00 X 0 0 0 JAMES E GIRARDS 1.00 X 0 0 0 PETER A KRAUS 1.00 X 0 0 0 MICHAEL L SLACK 1.00 X 0 0 0 JOHN EDDIE WILLIAMS 1.00 X 0 0 0 JOHN F FAY 1.00 X 0 0 0 C RICHARD HENRIKSEN 1.00 X 0 0 0 W COLEMAN ALLEN 1.00 X 0 0 0 DERRICK L WALKER 1.00 X 0 0 0 CHARLES J ZAUZIG 1.00 X 0 0 0 K GLENDA CAMERON 1.00 X 0 0 0 LEE J ROHN 1.00 X 0 0 0 JEROME F O'NEILL 1.00 X 0 0 0 TODD D SCHLOSSBERG 1.00 X 0 0 0 MARIA S DIAMOND 1.00 X 0 0 0 KAREN KOEHLER 1.00 X 0 0 0 ROBERT L JASKULSKI 1.00 X 0 0 0 EDWARD J VOPAL 1.00 X 0 0 0 TIMOTHY C BAILEY 1.00 X 0 0 0 T CARROLL MCCARTHY 1.00 X 0 0 0 MEL C ORCHARD 1.00 X 0 0 0 G BRYAN ULMER 1.00 X 0 0 0 JAMES D CUMING 1.00 X 0 0 0 CLINT G DOCKEN 1.00 X 0 0 0 CHESLEY F CROSBIE 1.00 X 0 0 0 RAYMOND F WAGNER 1.00 X 0 0 0 GARY VERNON LAUK 1.00 X 0 0 0 ARTHUR E VERTLIEB 1.00 X 0 0 0 RONALD J BALACKO 1.00 X 0 0 0 REGINALD A WATSON 1.00 X 0 0 0 JUDITH A HULL 1.00 X 0 0 0 GARY R WILL 1.00 X 0 0 0 PETER CARTER 1.00 X 0 0 0 SIMON MORRISON 1.00 X 0 0 0 BRUNO PARIS 1.00 X 0 0 0 HENRY M SHIELDS 1.00 X 0 0 0 CLIVE AW GARNER 1.00 X 0 0 0 MARK A HARVEY 1.00 X 0 0 0 G C FRENCH 1.00 X 0 0 0 ASHLEY WELCH HUDSON 1.00 X 0 0 0 ROBERT E PASTOR 1.00 X 0 0 0 A C RICHARD PARSONS 1.00 X 0 0 0 LYSSA AMY ROBERTS 1.00 X 0 0 0 DEBORAH L TAUSSIG 1.00 X 0 0 0 PATRICIA M CRUZ 1.00 X 0 0 0 CHRISTOPHER T NACE 1.00 X 0 0 0 TIMOTHY E LENGKEEK 1.00 X 0 0 0 AARON WATSON 1.00 X 0 0 0 M BRANDON SMITH 1.00 X 0 0 0 ILANA WAXMAN 1.00 X 0 0 0 JOSEPH MICHAEL GALLIGAN 1.00 X 0 0 0 PATRICK A SALVI 1.00 X 0 0 0 SAM D KRAHULIK 1.00 X 0 0 0 MATTHEW E BIRCH 1.00 X 0 0 0 LAWRENCE L JONES 1.00 X 0 0 0 ROSHAWN DONAHUE 1.00 X 0 0 0 LAUREN BARNES 1.00 X 0 0 0 JESSICA G BHAGAN 1.00 X 0 0 0 THOMAS L DOUGLAS 1.00 X 0 0 0 DONNA M MACKENZIE 1.00 X 0 0 0 KATE E JAYCOX 1.00 X 0 0 0 DANIEL A THOMAS 1.00 X 0 0 0 GRETA KEMP 1.00 X 0 0 0 AMY EDDY 1.00 X 0 0 0 WHITNEY V WALLACE 1.00 X 0 0 0 DANIEL H FRIEDMAN 1.00 X 0 0 0 JENNIFER A FARRELL 1.00 X 0 0 0 LAURA ANNE CARNEY 1.00 X 0 0 0 ADRIAN O VEGA 1.00 X 0 0 0 SAMUEL R MIRKOVICH 1.00 X 0 0 0 INGRID H HEIDE 1.00 X 0 0 0 CALVIN SYLVESTER TREGRE 1.00 X 0 0 0 KATHRYN EIDSON GRIFFIN 1.00 X 0 0 0 LAURA HILLYER 1.00 X 0 0 0 TIMOTHY L WILLIAMS 1.00 X 0 0 0 ADRIANNE E WALVOORD 1.00 X 0 0 0 LEAH DONALDSON 1.00 X 0 0 0 PAMELA R MULLIS 1.00 X 0 0 0 STEVEN S SIEGEL 1.00 X 0 0 0 R CHRISTOPHER GILREATH 1.00 X 0 0 0 JORGE A HERRERA 1.00 X 0 0 0 ALYSON CARTER 1.00 X 0 0 0 BRIDGET N LONG 1.00 X 0 0 0 TRUDY FENSTER 1.00 X 0 0 0 STEVEN L SHAW 1.00 X 0 0 0 NOAH D DOMNITZ 1.00 X 0 0 0 STEPHEN P NEW 1.00 X 0 0 0 SONIA P CHAISSON 1.00 X 0 0 0 SIMONA A FARRISE 1.00 X 0 0 0 MICHAEL D BROWN 1.00 X 0 0 0 MARCUS L STEVENSON 1.00 X 0 0 0 DONNA M MACKENZIE 1.00 X 0 0 0 D MITCHELL GARRETT 1.00 X 0 0 0 MELISSA HAGUE 1.00 X 0 0 0 SHEZAD MALIK 1.00 X 0 0 0 PHILIP C BOURDETTE 1.00 X 0 0 0 JENNIE LEE ANDERSON 1.00 X 0 0 0 MARIANNE C LEBLANC 1.00 X 0 0 0 REBECCA MCRAE LANGSTON 1.00 X 0 0 0 MELISSA R SMITH 1.00 X 0 0 0 LAWRENCE M SIMON 1.00 X 0 0 0 MATTHEW A CARTWRIGHT 1.00 X 0 0 0 KAREN BARTH MENZIES 1.00 X 0 0 0 MICHAEL R HUGO 1.00 X 0 0 0 MARY E ALEXANDER 1.00 X 0 0 0 ROBERT G BEGAM 1.00 X 0 0 0 LEO V BOYLE 1.00 X 0 0 0 DAVID S CASEY 1.00 X 0 0 0 MICHAEL F COLLEY 1.00 X 0 0 0 ROXANNE BARTON CONLIN 1.00 X 0 0 0 LEWIS S MIKE EIDSON 1.00 X 0 0 0 BOB GIBBINS 1.00 X 0 0 0 ROBERT L HABUSH 1.00 X 0 0 0 RICHARD D HAILEY 1.00 X 0 0 0 RUSS M HERMAN 1.00 X 0 0 0 JOSEPH KELNER 1.00 X 0 0 0 J D LEE 1.00 X 0 0 0 PAMELA ANAGNOS LIAPAKIS 1.00 X 0 0 0 MICHAEL C MAHER 1.00 X 0 0 0 MARK S MANDELL 1.00 X 0 0 0 RICHARD M MARKUS 1.00 X 0 0 0 RICHARD H MIDDLETON 1.00 X 0 0 0 BARRY J NACE 1.00 X 0 0 0 EUGENE I PAVALON 1.00 X 0 0 0 PETER PERLMAN 1.00 X 0 0 0 KATHLEEN FLYNN PETERSON 1.00 X 0 0 0 TODD A SMITH 1.00 X 0 0 0 HOWARD A SPECTER 1.00 X 0 0 0 LARRY S STEWART 1.00 X 0 0 0 KENNETH M SUGGS 1.00 X 0 0 0 ANTHONY TARRICONE 1.00 X 0 0 0 A WARD WAGNER 1.00 X 0 0 0 BILL WAGNER 1.00 X 0 0 0 LES WEISBROD 1.00 X 0 0 0 STEPHEN J HERMAN 1.00 X 0 0 0 MARY K BERGE 24.00 X 113745 75830 24398 CHARLES JEFFRESS 32.00 X 169263 42316 20116 LINDA LIPSEN 38.00 X 486311 25595 25044 DANIEL COHEN 38.00 X 190564 10029 15079 ANJALI JESSERAMSING 20.00 X 93280 93280 24154 SUE STEINMAN 40.00 X 152239 0 17255 JOHN BOWMAN 40.00 X 143241 0 4520 ANNE ENOS 40.00 X 101964 0 19812 SANDRA MOHR 24.00 X 66815 44543 17416 ELIZABETH SANTOS 16.00 X 42986 64480 10907 1560408 356073 178701 7 0 1 0 PATTON BOGGS 2550 M ST NW WASHINGTON DC 20037 LEGAL SERVICES 574998 ANDREW COCHRAN 7068 SOLOMON SEAL COURT SPRINGFIELD VA 22152 LEGISLATIVE CONSULTANT 169853 FORCEY & STINSON PLLC 818 CONNECTICUT AVE NW WASHINGTON DC 20006 LEGISLATIVE CONSULTANT 167632 MARK FABIANI LLC 939 COAST BOULEVARD SUITE 4D LA JOLLA CA 92037 MEDIA STRATEGY 150000 NEXUS DIRECT LLC 2101 PARKS AVENUE SUITE 600 VIRGINIA BEACH VA 23451 DIRECT MARKETING 125821 6 272484 272484 MEMBERSHIP DUES 900099 17015864 17015864 REGISTRATION 900099 3312474 3312474 ADVERTISING 511120 921306 921306 SUBSCRIPTION 900099 146628 146628 21396272 64107 64107 449363 449363 417906 0 417906 417906 417906 56386 -56386 -56386 -56386 LEGAL AND RESEARCH 511120 519851 519851 SPONSORSHIPS 900099 427942 427942 OTHER INCOME 900099 121460 51108 70352 34641 34641 1103894 23647640 20988657 1511509 874990 1423048 5173868 67807 1414633 91703 119253 1321748 2372030 986483 49819 1529756 3082619 402822 3049107 1457848 136289 PRINTING & PUBLICATIONS 805355 CREDIT CARD FEES 418654 TELEPHONE 374588 POSTAGE & SHIPPING 269084 58372 24604886 1414181 1372050 30500 2250 620427 861771 169350 207471 13343045 7722362 6491160 5620683 5953885 5166240 14679503 13230465 2286439 2533473 6804049 6358591 8000000 8000000 2183980 3011786 19274468 19903850 X -5214150 -7073054 619185 399669 -4594965 -6673385 14679503 13230465 X -957246 -1121174 X X 0 1 1 X 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 679 679 679 1 AMERICAN ASSOCIATION FOR JUSTICE PAC 777 6TH STREET NW STE 200 WASHINGTON DC 20001 526161471 7675814 0 0 1 17015864 3401283 2238659 5639942 3403173 2236769 ORGANIZATIONS DIRECT AND INDIRECT POLITICAL CAMPAIGN ACTIVITIES: PART I-A, LINE 1: DIRECT: CANDIDATE COMMUNICATIONS EXPENDITURES. ADDITITIONALLY, AAJ HAS AN IRC SECTION 527 CONNECTED POLITICAL ACTION COMMITTEE 5165732 1768482 3397250 2773565 1455516 1318049 5403748 4498364 905384 5620683 FAVORABLE LEASE ASSET 4390562 DEFERRED COMPENSATION PLAN 348706 RELATED PARTY RECEIVABLE 113762 OTHER ASSET - PNC 313210 5166240 ACCRUED PENSION CONTRIBUTION 2650543 LONG TERM DEBT 12537 DEFERRED COMPENSATION PLAN 348706 3011786 23647640 24604886 -957246 -1121174 -1121174 -2078420 22582852 -1064788 -1064788 23647640 0 23647640 24661272 56386 56386 24604886 0 24604886 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ASSOCIATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR INCOME TAX POSITIONS TAKEN. THEREFORE, MANAGEMENT HAS NOT IDENTIFIED ANY UNCERTAIN INCOME TAX POSITIONS. THE FISCAL YEARS ENDING JUNE 30, 2009 THROUGH 2012 REMAIN OPEN FOR EXAMINATION BY TAXING AUTHORITIES. PART XI, LINE 8 - OTHER ADJUSTMENTS: PENSION BENEFIT OTHER THAN PERIODIC -1,121,174. PART XII, LINE 2D - OTHER ADJUSTMENTS: PENSION BENEFIT OTHER THAN PERIODIC -1,121,174. LOSS ON DISPOSAL 56,386. PART XIII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL 56,386. X X 1 1 X X X X 0 1 0 MARY K BERGE 112387 74925 0 0 1358 905 5897 3932 11001 7334 130643 87096 0 0 CHARLES JEFFRESS 166201 41550 0 0 3062 766 6643 1661 10623 2656 186529 46633 0 0 LINDA LIPSEN 431015 22685 51300 2700 3996 210 9951 524 17654 929 513916 27048 0 0 DANIEL COHEN 186945 9839 0 0 3619 190 9001 474 8611 453 208176 10956 0 0 ANJALI JESSERAMSING 92896 92896 0 0 384 384 4792 4792 7952 7952 106024 106024 0 0 SUE STEINMAN 151832 0 0 0 407 0 7896 0 13025 0 173160 0 0 0 JOHN BOWMAN 142375 0 0 0 866 0 0 0 7706 0 150947 0 0 0 PART I, LINE 1A LINDA LIPSEN WAS PROVIDED WITH A SOCIAL CLUB MEMBERSHIP, AND WAS REIMBURSED FOR SPOUSAL TRAVEL EXPENSES. PART I, LINE 4B LINDA LIPSEN AND DANIEL COHEN PARTICIPATE IN A 457F SUPPLEMENTAL RETIREMENT PROGRAM. TOTAL CONTRIBUTIONS TO THE 457F PLANS FOR THE YEAR WERE $78,643 FOR LIPSEN AND $77,975 FOR COHEN. LISA BLUE BARON OFFICER FORGIVABLE NON-INTEREST-BEARING LOAN TO ASSIST IN PURCHASE OF HQ BLDG X 5000000 4000000 0 1 1 JOHN EDDIE WILLIAMS DIRECTOR FORGIVABLE NON-INTEREST-BEARING LOAN TO ASSIST IN PURCHASE OF HQ BLDG X 5000000 4000000 0 1 1 8000000 FORM 990, PART VI, SECTION A, LINE 1 AAJ HAS AN EXECUTIVE COMMITTEE WITH THE AUTHORITY TO ACT FOR THE ORGANIZATION BETWEEN BOARD OF GOVERNORS MEETINGS, EXCEPT WITH REGARD TO THOSE MATTERS SPECIFICALLY RESERVED TO THE BOARD. EXECUTIVE COMMITTEE ACTIONS ARE REPORTED TO THE BOARD AT THE NEXT BOARD MEETING. THE EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS OF THE ASSOCIATION; TWO MEMBERS APPOINTED BY THE PRESIDENT (ONLY ONE OF WHOM MAY BE A PAST-PRESIDENT); FIVE MEMBERS OF THE BOARD OF GOVERNORS ELECTED BY THE BOARD OF GOVERNORS; THE CHAIR OF THE BUDGET COMMITTEE; THE CHAIR OF STATE DELEGATES; THE IMMEDIATE PAST PRESIDENT; A MEMBER OF THE NATIONAL ASSOCIATION OF TRIAL LAWYER EXECUTIVES (NATLE) SELECTED BY NATLE; THE CHAIR OF THE PRESIDENT'S COUNCIL; A MEMBER FROM THE WOMEN'S CAUCUS SELECTED BY THE WOMEN'S CAUCUS; A MEMBER FROM THE MINORITY CAUCUS SELECTED BY THE MINORITY CAUCUS; A MEMBER OF THE NEW LAWYERS DIVISION SELECTED BY THE NEW LAWYERS DIVISION; AND THE CEO OF THE ASSOCIATION (WITHOUT THE RIGHT TO VOTE). FORM 990, PART VI, SECTION A, LINE 2 ELISE R. SANGUINETTI PETER HINTON - BUSINESS RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 4 THE ASSOCIATION AMENDED ITS BYLAWS IN FEBRUARY 2012 TO INCLUDE A NEW CATEGORY OF MEMBERSHIP, EMERITUS MEMBERS. THE AMENDMENT ALSO CHANGE THE VOTING MEMBERSHIP POPULATION FROM "450 OR MORE" VOTING MEMBERS TO "150 OR MORE" VOTING MEMBERS. FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION HAS THE FOLLOWING CLASSES OF MEMBERS: REGULAR MEMBER: LICENSED TO PRACTICE LAW AND FOR THE MOST PART, BASED ON CASELOAD AND TIME, REPRESENTS THE PLAINTIFF IN CIVIL LITIGATION OR REPRESENTS THE DEFENDANT IN CRIMINAL LITIGATION. ASSOCIATE MEMBER: LICENSED TO PRACTICE LAW AND DOES NOT OTHERWISE QUALIFY FOR ANY OTHER MEMBERSHIP CLASS. GOVERNMENT MEMBER: LICENSED TO PRACTICE LAW AND IS IN THE FULL-TIME EMPLOY OF ANY LOCAL, STATE, OR FEDERAL GOVERNMENT AGENCY OR PUBLIC DEFENDER. LAW PROFESSOR MEMBER: ENGAGED IN FULL-TIME TEACHING OF THE LAW AT ANY ACCREDITED LAW SCHOOL OR COLLEGE AND IS LICENSED TO PRACTICE LAW IN ANY COUNTRY, STATE, OR JURISDICTION. MILITARY MEMBER: LICENSED TO PRACTICE LAW IN ANY COUNTRY, STATE, OR JURISDICTION, AND IS IN THE FULL-TIME ACTIVE SERVICE OF THE ARMED FORCES OF THE UNITED STATES. LAW STUDENT MEMBER: A LAW STUDENT ENGAGED IN A COURSE OF STUDY AT A LAW SCHOOL. LAW GRADUATE MEMBER: HAS RECEIVED A DEGREE IN LAW FROM AN ACCREDITED LAW SCHOOL OR COLLEGE BUT HAS NOT BEEN LICENSED TO PRACTICE LAW. PARALEGAL AFFILIATE MEMBER: HAS MEMBERSHIP IN AN AFFILIATED UNIT OF AAJ COMPOSED OF PARALEGALS. RETIRED MEMBERS-MEMBERS WHO HAVE ATTAINED THE AGE OF SEVENTY YEARS, WHO HAS RETIRED FROM THE ACTIVE PRACTICE OF LAW, AND WHO HAS COMPLETED TEN YEARS AS A DUES-PAYING MEMBER OF THE ASSOCIATION. IN ADDITION, ANY MEMBER ATTAINING 70 YEARS OF AGE AND 30 YEARS OF PAID AAJ MEMBERSHIP, REGARDLESS OF EMPLOYMENT STATUS, WILL BE ELIGIBLE FOR RETIRED STATUS. EMERITUS MEMBERS-ANY PERSON WHO HAS ATTAINED THE AGE OF SIXTY YEARS, WHO HAS RETIRED FROM THE ACTIVE PRACTICE OF LAW, AND WHO HAS COMPLETED TEN YEARS AS A DUES-PAYING MEMBER OF THE ASSOCIATION WILL BE ELIGIBLE FOR EMERITUS MEMBERSHIP AND SHALL, PRIOR TO ATTAINING THE AGE OF SEVENTY YEARS, CONTINUE TO BE AN EMERITUS MEMBER. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE BOARD OF GOVERNORS AND STATE DELEGATES ARE NOMINATED AND ELECTED AT AAJ'S ANNUAL CONVENTION BY A MAJORITY OF AAJ MEMBERS ELIGIBLE AS PROVIDED FOR IN IN ITS BYLAWS, AND WHO ARE PRESENT AND VOTING AT A CAUCUS MEETING CALLED FOR THAT PURPOSE. NO MEMBER SHALL BE ELECTED WHOSE PRINCIPAL OFFICE IS LOCATED WITHIN A STATE WHERE AN OFFICIAL AFFILIATE OF THE ASSOCIATION IS LOCATED, IF SUCH AFFILIATE HAS NOMINATED ONE OR MORE MEMBERS, UNLESS SUCH MEMBER SHALL HAVE BEEN NOMINATED BY THAT OFFICIAL AFFILIATE. NO MEMBER OF THE BOARD OF GOVERNORS OR STATE DELEGATES SHALL BE ELECTED UNLESS SAID GOVERNOR OR DELEGATE IS AN ELIGIBLE MEMBER AS PROVIDED FOR IN THE AAJ BYLAWS. NO MEMBER SHALL BE ELIGIBLE TO VOTE ON ANY MATTER OR IN ANY ELECTION AT THE ANNUAL CONVENTION UNLESS SUCH MEMBER HAS BEEN A MEMBER OR HAS APPLIED FOR MEMBERSHIP AT LEAST SIXTY DAYS PRIOR TO THE ANNUAL CONVENTION AND IS A PAID REGISTRANT AT SUCH CONVENTION. FORM 990, PART VI, SECTION A, LINE 7B THE ESTABLISHMENT OF NEW AAJ SECTIONS, THE ABOLITION OF SECTIONS AND AMALGAMATION OF SECTIONS SHALL BE BY ACTION OF THE BOARD OF GOVERNORS WITH THE APPROVAL OF THE MEMBERSHIP AT THE ANNUAL CONVENTION. FORM 990, PART VI, SECTION B, LINE 10B THE ASSOCIATION HAS STATE AFFILIATES BUT EACH IS AN INDEPENDENTLY INCORPORATED ENTITY, WITH ITS OWN BYLAWS AND ENTIRELY SEPARATE ARTICLES OF INCORPORATION. AN ATTORNEY DOES NOT NEED TO BE A MEMBER OF AAJ IN ORDER TO BE A MEMBER OF A STATE AFFILIATE. THE BOARD HAS DESIGNATED AFFILIATES PURSUANT TO ARTICLE XII OF THE BYLAWS, WHICH PROVIDES "ANY STATE OR LOCAL TRIAL LAWYERS ASSOCIATION MAY BECOME AN AFFILIATE OF THE ASSOCIATION UPON APPROVAL BY THE BOARD OF GOVERNORS, PROVIDED THAT ITS PURPOSES ARE CONSISTENT WITH THE PURPOSES OF THE ASSOCIATION, AND PROVIDED THE STATE OR LOCAL TRIAL LAWYERS ASSOCIATION DOES NOT SPONSOR A FEDERAL POLITICAL ACTION COMMITTEE. THE BOARD OF GOVERNORS SHALL BE ENTITLED TO REVIEW THE PROGRAMS, ACTIVITIES, AND POLICIES OF EACH AFFILIATE AND MAY, AFTER APPROPRIATE NOTICE TO THE AFFILIATE, RESCIND THE AFFILIATE STATUS." OTHER THAN THIS BYLAWS PROVISION, THERE ARE NO OTHER WRITTEN POLICIES AND PROCEDURES GOVERNING AFFILIATE ACTIVITIES. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY AAJ'S CFO, COO, AND THE AUDIT COMMITTEE. A FULL COPY IS MADE AVAILABLE TO THE FULL BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE GOVERNOR OR ORGANIZATIONAL MANAGER SHALL REVEAL THE POTENTIAL CONFLICT, IN WRITING TO THE AAJ PRESIDENT, UNLESS THE PRESIDENT IS THE GOVERNOR IN QUESTION, IN WHICH CASE IT SHALL BE DISCLOSED TO THE AAJ PRESIDENT ELECT. THE WRITTEN DISCLOSURE SHALL INCLUDE, AT A MINIMUM, THE FOLLOWING: I. THE NATURE OF THE TRANSACTION. II. THE TERMS AND CONDITIONS OF THE TRANSACTION, INCLUDING MONEY OR OTHER BENEFITS FLOWING TO THE GOVERNOR, THE ORGANIZATIONAL MANAGER OR THE OTHER DISQUALIFIED PERSON. III. TO THE EXTENT THAT IT IS A DISQUALIFIED PERSON AND NOT AN ORGANIZATIONAL MANAGER OR GOVERNOR, THE NAME, ADDRESS AND RELATIONSHIP OF THE DISQUALIFIED PERSON TO THE ORGANIZATIONAL MANAGER OR GOVERNOR AND THE EXTENT OF THAT PERSON'S INTEREST IN THE TRANSACTION. IV. ANY OTHER INFORMATION REASONABLY REQUESTED BY THE PRESIDENT OR PRESIDENT ELECT. IN THE EVENT OF ANY POTENTIAL CONFLICT OF INTEREST BETWEEN THE AAJ AND ITS GOVERNORS, ORGANIZATIONAL MANAGERS, OR OTHER DISQUALIFIED PERSONS, NO TRANSACTION WILL BE CONSUMMATED IF: I. THE TRANSACTION IS NOT BASED UPON FAIR MARKET VALUE, INCLUDING REASONABLE COMPENSATION WITH RESPECT TO ANY ORGANIZATIONAL MANAGER WHO IS AN EMPLOYEE; OR, II. ANY TRANSACTION IN WHICH THE GOVERNOR, ORGANIZATIONAL MANAGER OR OTHER DISQUALIFIED PERSON RECEIVES A PERCENTAGE OF THE REVENUES OF THE ASSOCIATION. FORM 990, PART VI, SECTION B, LINE 15A THE CEO'S COMPENSATION IS REVIEWED AND APPROVED BY A BOARD COMMITTEE ON AN ANNUAL BASIS. COMPENSATION FOR OTHER INDIVIDUALS IS REVIEWED AND APPROVED BY MANAGEMENT, USING COMPARABLE DATA FROM SITES LIKE GUIDESTAR.ORG OR SALARYRATE.COM. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE NOT GENERALLY MADE AVAILABLE TO THE GENERAL PUBLIC, BUT IF REQUESTS FOR COPIES OF THESE DOCUMENTS WERE TO BE RECEIVED, THE ORGANIZATION WOULD CONSIDER MAKING THEM AVAILABLE TO THE REQUESTOR. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: PENSION BENEFIT OTHER THAN PERIODIC -1,121,174. TOTAL TO FORM 990, PART XI, LINE 5: -1,121,174. FORM 990, PART XII, LINE 2C THE AUDIT OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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