AMERICAN LAW INSTITUTE: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN LAW INSTITUTE (EIN 23-1352013)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-04-05
- IRS object ID
- 201201029349300210
- Schema version
- 2010v3.4
- 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 L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-04-05T11:52:03-07:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | 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 | Carolyn Dineen King | Name |
| Title | Treasurer | Title |
| Phone | 2152431600 | Phone |
| Date Signed | 2012-04-05 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | 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 | ALI | AddressLine1 |
| Address Line2 | 4025 Chestnut Street | AddressLine2 |
| City | Philadelphia | City |
| State | PA | State |
| ZIP Code | 191043099 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 77503955 | 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 (ALI) publishes and sponsors studies that promote clarification and simplification of the law. ALI through ALI-ABA offers seminars open to the legal profession on various topics. ALI-ABA also produces and sells magazines, audio and video products, and provides on-line services all for educating the legal profession. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 57 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 57 | NbrIndependentVotingMembers |
| Total Nbr Employees | 105 | TotalNbrEmployees |
| Total Nbr Volunteers | 2800 | TotalNbrVolunteers |
| Total Gross UBI | 761 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3009106 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 769137 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7743004 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 7966245 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3320299 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2007700 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 6455655 | OtherRevenuePriorYear |
| Other Revenue Current Year | 6216327 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 20528064 | TotalRevenuePriorYear |
| Total Revenue Current Year | 16959409 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 158586 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 402966 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 7184756 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 7845683 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 145288 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7916832 | OtherExpensePriorYear |
| Other Expenses Current Year | 7155201 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 15260174 | TotalExpensesPriorYear |
| Total Expenses Current Year | 15403850 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 5267890 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1555559 | RevenuesLessExpensesCY |
| Total Assets BOY | 48988113 | TotalAssetsBOY |
| Total Assets EOY | 53358552 | TotalAssetsEOY |
| Total Liabilities BOY | 5187203 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4990734 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 43800910 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 48367818 | NetAssetsOrFundBalancesEOY |
| Mission Description | The purpose of the American Law Institute as stated in its certificate of incorporation is the following: "The particular business and objects of the society are educational, and are 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." The American Law Institute is the leading independent organization in the United States producing and publishing scholarly work to clarify, modernize, and otherwise improve the law. ALI-ABA, a program of the Institute pursuant to a collaborative arrangement with the American Bar Association, leads the U.S. in offering a national curriculum of continuing education for lawyers at every stage of their careers, which includes in-person and distance-learning substantive courses, skills programs, books and periodicals, online materials, customized solutions for institutions, and in-house services. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2904012 | Expense |
| Grants | 0 | Grants |
| Revenue | 3206726 | Revenue |
| Description | Program Services: The Institute through ALI-ABA held approximately 53 courses attended by some 4,400 registrants. These courses are open to the legal profession and attendance is live or offered as a telephone seminar and topics vary. Also included in the figure are in-house training services. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3800080 | Expense |
| Grants | 0 | Grants |
| Revenue | 4253722 | Revenue |
| Description | Online programs and services: The Institute through ALI-ABA offers a national curriculum of online and distance learning seminars and services. Included in this are webcasts, telephone seminars, audio and video products, and services via our websites. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2124663 | Expense |
| Grants | 0 | Grants |
| Revenue | 1737733 | Revenue |
| Description | Publications and project development: The Institute, including ALI-ABA, publishes ten books and five periodicals a year. In addition, ALI sponsors studies that promote the clarification and simplification of the law. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 406820 | Expense |
| Grants | 0 | Grants |
| Revenue | 510316 | Revenue |
| Description | Periodicals: The Institute serves the legal community via magazine subscriptions. There are currently five magazines. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 406820 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 510316 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 9235575 | 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 | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | 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 | 1 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 129 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 105 | 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 | 0 | 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 | 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 | 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 | SD | 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 |
| States Where Copy Of Return Is Filed | WV | 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 | ||||
| Shirley S Abrahamson | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Kim J Askew | |||||||||
| Council | 3 | 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 | ||||
| William M Burke | |||||||||
| 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 | ||||
| Mary B Cranston | |||||||||
| 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 | ||||
| Paul L Friedman | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Anton G Hajjar | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Conrad K Harper | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Geoffrey C Hazard Jr | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Gail K Hillebrand | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| D Brock Hornby | |||||||||
| Council | 2 | 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 | 2 | X | 0 | 0 | 0 | ||||
| Herma Hill Kay | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Carolyn B Lamm | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Derek P Langhauser | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| David F Levi | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Martin Lipton | |||||||||
| Council | 3 | X | 0 | 0 | 0 | ||||
| Gerard E Lynch | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Myles V Lynk | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Margaret H Marshall | |||||||||
| 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 Meltzer | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Judith A Miller | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Robert H Mundheim | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Kathryn A Oberly | |||||||||
| Council | 3 | X | 0 | 0 | 0 | ||||
| Harvey S Perlman | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Ellen Ash Peters | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| David W Rivkin | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Yvonne Gonzales Rogers | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Lee H Rosenthal | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Gary L Sasso | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Mary M Schroeder | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Anthony J Scirica | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Marsha E Simms | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Jane Stapleton | |||||||||
| 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 Y Tang | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Bill Wagner | |||||||||
| Council | 2 | X | 0 | 0 | 2 | ||||
| Diane P Wood | |||||||||
| Council | 2 | X | 0 | 0 | 0 | ||||
| Michael Traynor | |||||||||
| Chair of the Council & Council | 5 | X | 0 | 0 | 0 | X | |||
| Roberta Cooper Ramo | |||||||||
| President & Council | 10 | 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 & Council | 5 | X | 0 | 0 | 0 | X | |||
| Carolyn Dineen King | |||||||||
| Treasurer & Council | 5 | X | 0 | 0 | 0 | X | |||
| Lance Liebman | |||||||||
| Director | 30 | 247951 | 0 | 25048 | X | ||||
| Stephanie Middleton | |||||||||
| Deputy Director | 60 | 175501 | 0 | 0 | X | ||||
| L Julene Franki | |||||||||
| Executive Director of ALI ABA | 60 | 189166 | 0 | 30962 | X | ||||
| Lawrence Meehan | |||||||||
| Deputy Executive Director ALI ABA | 55 | 152682 | 0 | 30960 | X | ||||
| Joseph Mendicino | |||||||||
| Director Administrative Services | 35 | 145514 | 0 | 26324 | X | ||||
| Marianne Walker | |||||||||
| Publications Director | 35 | 142169 | 0 | 23008 | X | ||||
| Nancy Mulloy Bonn | |||||||||
| Director of Topical Programs | 35 | 136177 | 0 | 18159 | X | ||||
| William McCormick | |||||||||
| Director of Accounting | 35 | 125455 | 0 | 31452 | X | ||||
| Susan Tomita | |||||||||
| Director Audio & Video Special Projects | 35 | 125665 | 0 | 28757 | X | ||||
| Elena A Cappella | |||||||||
| Former Deputy Director | 0 | 276307 | 0 | 23224 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1716587 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 237896 | TotalOtherCompensation |
| Number Individuals GT100 K | 13 | 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 | Address Line2AddressOfContractor/AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|
| Darwill | ||||||
| PO Box 87618 | Chicago | IL | 60680 | Printing & mailing services | 416276 | |
| Yurchak Printing Inc | ||||||
| 920 Links Avenue | Landisville | PA | 17538 | Printing | 311924 | |
| LevLane | ||||||
| The Wanamaker Building | Philadelphia | PA | 19107 | Brand awareness | 239558 | 100 Penn Square East |
| Riverbend Media | ||||||
| 187 Country Bend Road | Farmington | UT | 84025 | Webcast services | 181700 | |
| JP Morgan | ||||||
| 270 Park Avenue | New York | NY | 10017 | Investment advisor fees | 178591 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 583126 | MembershipDues |
| Fundraising Events | 0 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 0 | GovernmentGrants |
| All Other Contributions | 186011 | AllOtherContributions |
| Noncash Contributions | 0 | NoncashContributions |
| Total Contributions | 769137 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Courses | 611710 | 3206726 | 3206726 | 0 | $0 |
| Online services and programs | 611710 | 4253722 | 4253722 | 0 | $0 |
| Periodicals | 511120 | 499240 | 498479 | 761 | $0 |
| Research and development | 900099 | 6557 | 6557 | 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 | 7966245 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 825601 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $825,601 | 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 | 4348056 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $4,348,056 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 464862 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 339604 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 125258 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 125258 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $125,258 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 60542033 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 59359934 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1182099 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1182099 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,182,099 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrbtns Rprtd Fundraising Events | 0 | CntrbtnsRprtdFundraisingEvents |
| Gross Sales Of Inventory | 2582741 | GrossSalesOfInventory |
| Cost Of Goods Sold | 845008 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1737733 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1737733 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Rental of customer's addresses | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 5280 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5280 | 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 | 5280 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16959409 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9708497 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 761 | UnrelatedBusinessRevenue |
| Exclusion | $6,481,014 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3500 | Total |
| Program Services | 3500 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 399466 | Total |
| Program Services | 399466 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1041607 | Total |
| Program Services | 193535 | ProgramServices |
| Management And General | 819839 | ManagementAndGeneral |
| Fundraising | 28233 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4757156 | Total |
| Program Services | 2976526 | ProgramServices |
| Management And General | 1719397 | ManagementAndGeneral |
| Fundraising | 61233 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 497414 | Total |
| Program Services | 271926 | ProgramServices |
| Management And General | 217814 | ManagementAndGeneral |
| Fundraising | 7674 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1129000 | Total |
| Program Services | 218094 | ProgramServices |
| Management And General | 900682 | ManagementAndGeneral |
| Fundraising | 10224 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 420506 | Total |
| Program Services | 229881 | ProgramServices |
| Management And General | 184137 | ManagementAndGeneral |
| Fundraising | 6488 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26730 | Total |
| Management And General | 26730 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94211 | Total |
| Program Services | 9180 | ProgramServices |
| Management And General | 85031 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 228081 | Total |
| Program Services | 44444 | ProgramServices |
| Management And General | 183637 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 186776 | Total |
| Management And General | 186776 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1350066 | Total |
| Program Services | 1333484 | ProgramServices |
| Management And General | 16582 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 494361 | Total |
| Program Services | 223783 | ProgramServices |
| Management And General | 264108 | ManagementAndGeneral |
| Fundraising | 6470 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 155263 | Total |
| Program Services | 78654 | ProgramServices |
| Management And General | 76609 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103202 | Total |
| Program Services | 102147 | ProgramServices |
| Management And General | 1055 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 303690 | Total |
| Management And General | 303690 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 749229 | Total |
| Program Services | 693344 | ProgramServices |
| Management And General | 55551 | ManagementAndGeneral |
| Fundraising | 334 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48644 | Total |
| Program Services | 46121 | ProgramServices |
| Management And General | 2523 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1611227 | Total |
| Program Services | 1426001 | ProgramServices |
| Management And General | 173621 | ManagementAndGeneral |
| Fundraising | 11605 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 224883 | Total |
| Program Services | 7520 | ProgramServices |
| Management And General | 217363 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39173 | Total |
| Management And General | 39173 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Noncontrolling interest | 395748 | 0 | 395748 | 0 |
| Consultants, honoraria, & trainers | 313131 | 203877 | 96422 | 12832 |
| Production & transmission expenses | 286568 | 286266 | 302 | 0 |
| Stipends to reporters & assistants | 416921 | 416921 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 127297 | Total |
| Program Services | 70905 | ProgramServices |
| Management And General | 56197 | ManagementAndGeneral |
| Fundraising | 195 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15403850 | Total |
| Program Services | 9235575 | ProgramServices |
| Management And General | 6022987 | ManagementAndGeneral |
| Fundraising | 145288 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1986228 | BOY |
| EOY | 1497364 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1162298 | BOY |
| EOY | 1202325 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 729518 | BOY |
| EOY | 689047 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 326763 | BOY |
| EOY | 265671 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 8697452 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 7031393 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1733355 | BOY |
| EOY | 1666059 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43049951 | BOY |
| EOY | 40830359 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 7207727 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48988113 | BOY |
| EOY | 53358552 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1834220 | BOY |
| EOY | 1964284 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1088852 | BOY |
| EOY | 996104 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20805 | BOY |
| EOY | 10811 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2243326 | BOY |
| EOY | 2019535 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5187203 | BOY |
| EOY | 4990734 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29639547 | BOY |
| EOY | 32983767 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13721992 | BOY |
| EOY | 14944680 | 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 | 43800910 | BOY |
| EOY | 48367818 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48988113 | BOY |
| EOY | 53358552 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1555559 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 3011349 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| 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 | 1017334 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 810400 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 827531 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 811932 | CurrentTaxYearMinus1Year |
| Current Tax Year | 769137 | CurrentTaxYear |
| Total | 4236334 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15528011 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14663806 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11781098 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10558727 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10548986 | CurrentTaxYear |
| Total | 63080628 | 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 | 16545345 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15474206 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12608629 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11370659 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11318123 | CurrentTaxYear |
| Total | 67316962 | 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 | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | 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 | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 67316962 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4860236 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5742209 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6337244 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5644583 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5643799 | CurrentTaxYear |
| Total | 28228071 | 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 | 4860236 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5742209 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6337244 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5644583 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5643799 | CurrentTaxYear |
| Total | 28228071 | 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 | 21405581 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21216415 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18945873 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17015242 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16961922 | CurrentTaxYear |
| Total | 95545033 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.70456 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.72645 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.29544 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.27355 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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 |
Current Year CurrentYear
| 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 | 0 | OtherExpenditures |
| Administrative Expenses | 1326182 | AdministrativeExpenses |
| End Of Year Balance | 18919940 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| 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 | 0 | OtherExpenditures |
| Administrative Expenses | 1291261 | AdministrativeExpenses |
| End Of Year Balance | 17266210 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| 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 | 0 | OtherExpenditures |
| Administrative Expenses | 1137078 | AdministrativeExpenses |
| End Of Year Balance | 11181053 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.34 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.64 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.02 | 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 | 795594 | OtherCostOrOtherBasis |
| Depreciation | 2497365 | Depreciation |
| Book Value | 1651 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1132725 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 2870677 | OtherCostOrOtherBasis |
| Depreciation | 2789576 | Depreciation |
| Book Value | 1213826 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1801284 | OtherCostOrOtherBasis |
| Depreciation | 1744452 | Depreciation |
| Book Value | 56832 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1666059 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Hedge funds | Description |
| Book Value | 7207727 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 7207727 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Postretirement healthcare obligations | Description |
| Amount | $2,019,535 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2019535 | TotalOfAmounts |
| Total Revenue | 16959409 | TotalRevenue |
| Total Expenses | 15403850 | TotalExpenses |
| Excess Or Deficit For Year | 1555559 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 3011349 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | $0 | OtherAmount |
| Total Adjustments | 3011349 | TotalAdjustments |
| Excess Or Deficit Per FS | 4566908 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 21155368 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 3011349 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 1184610 | OtherRevenues |
| Revenue Not Rptd F990 | 4195959 | RevenueNotRptdF990 |
| Revenue Subtotal | 16959409 | RevenueSubtotal |
| Investment Expenses Not Included | 0 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 0 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 16959409 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 16588460 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 1184610 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1184610 | ExpensesNotRptdF990 |
| Expenses Subtotal | 15403850 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 0 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 0 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 15403850 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 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. |
| SchD_P10_S00_L02 | Schedule D, Part X, Line 2 | For the years ended June 30, 2011 and 2010, ALI, ALI-ABA, and 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 require adjustment to or disclosure in the consolidated financial statement. In addition, ALI, ALI-ABA 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, 2007. |
| SchD_P12_S00_L02d | Schedule D, Part XII, Line 2d | Cost of sales of $845,008 and landlord related expenses of $339,602. |
| SchD_P13_S00_L02d | Schedule D, Part XIII, Line 2d | Cost of sales of $845,008 and landlord-related expenses of $339,602. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (2 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 | The American Law Institute sponsored conferences on law-reform work in this region. The expenses consisted of mostly travel and meeting-related expenditures. | 32382 |
| East Asia and the Pacific | 0 | 0 | Program Services | ALI-ABA paid for data-based research services in the region related to its continuing legal education activities. | 17465 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 49847 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | 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, travel, services, or meeting expenses that the Institute controls when payments are due. There will be a direct relationship between amount approved for payment and the actual payment amount. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | The American Law Institute provides financial assistance to cover travel expenses for certain volunteers who attend its meetings. ALI-ABA offers full scholarships to certain lawyers to attend its various courses. | TypeOfGrant |
| Number Of Recipients | 2360 | NumberOfRecipients |
| Amount Of Cash Grant | 2927 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 396539 | AmountOfNonCashAssistance |
| Method Of Valuation | 50% of tuition cost to attend a seminar. | MethodOfValuation |
| Description Of Non Cash Assistance | The non-cash assistance is in the form of a full scholarship. | DescriptionOfNonCashAssistance |
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 | Schedule I, Part I, Line 2 - The American Law Institute, including ALI-ABA, 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-ABA, 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 | 1 | 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 (10 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Elena A Cappella | |||||||||||||
| 153391 | 0 | 0 | 0 | 122916 | 0 | 23224 | 0 | 0 | 0 | 299531 | 0 | 0 | 0 |
| Lance Liebman | |||||||||||||
| 246400 | 0 | 0 | 0 | 1551 | 0 | 25048 | 0 | 0 | 0 | 272999 | 0 | 0 | 0 |
| Stephanie Middleton | |||||||||||||
| 174973 | 0 | 0 | 0 | 528 | 0 | 0 | 0 | 0 | 0 | 175501 | 0 | 0 | 0 |
| L Julene Franki | |||||||||||||
| 187842 | 0 | 0 | 0 | 1324 | 0 | 20566 | 0 | 10396 | 0 | 220128 | 0 | 0 | 0 |
| Lawrence Meehan | |||||||||||||
| 151418 | 0 | 0 | 0 | 1264 | 0 | 25522 | 0 | 5438 | 0 | 183642 | 0 | 0 | 0 |
| Joseph Mendicino | |||||||||||||
| 119579 | 0 | 20000 | 0 | 5935 | 0 | 20539 | 0 | 5785 | 0 | 171838 | 0 | 0 | 0 |
| Marianne Walker | |||||||||||||
| 138996 | 0 | 2000 | 0 | 1173 | 0 | 23008 | 0 | 0 | 0 | 165177 | 0 | 0 | 0 |
| William McCormick | |||||||||||||
| 123011 | 0 | 1000 | 0 | 1444 | 0 | 21048 | 0 | 10404 | 0 | 156907 | 0 | 0 | 0 |
| Nancy Mulloy Bonn | |||||||||||||
| 131981 | 0 | 3000 | 0 | 1196 | 0 | 10498 | 0 | 7661 | 0 | 154336 | 0 | 0 | 0 |
| Susan Tomita | |||||||||||||
| 124469 | 0 | 0 | 0 | 1196 | 0 | 23319 | 0 | 5438 | 0 | 154422 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchJ_P01_S00_L04 | Schedule J, Part I, Line 4 | Elena Cappella, Deputy Director of ALI until March 2010, received a severance package consisting of one year's salary. Joseph Mendicino, Director of Administrative Services until November 2010, received a severance package equal to one week's pay for each year of service. |
| SchJ_P01_S00_L05 | Schedule J, Part I, Line 5 | Nancy Mulloy Bonn, Director of Topical Programs, received a bonus based on making budget projections. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Uniform Law Commission | |||
| President of Uniform Law Commission and Council member of ALI | 75000 | sharing of net revenue | 1 |
| American Bar Association | |||
| President of the American Bar Association and Council member of ALI. | 4000 | Co-sponsorship | 1 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 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. The 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 business relationships: Amelia H. Boss and Carolyn B. Lamm serve on the board of governors of the American Bar Association; 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 are partners in the law firm of Skadden, Arps, Slate, Meagher & Flom LLP; Roberta Cooper Ramo and Robert A. Stein serve on the board of directors of Educational Credit Management Corporation, a nonprofit corporation; Catherine T. Struve serves as the reporter to the Judicial Conference Advisory Committee on Appellate Rules and Lee H. Rosenthal was the chair of the Judicial Conference Committee on Rules of Practice and Procedure (the parent committee of the Advisory Committee); 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 Practicing Law Institute. |
| F990_P06_S0A_L06 | Form 990, Part VI, Section A, Line 6 | There were 4,319 members as of 6/30/11. 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, the Council, 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, the Council. 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_L11a | Form 990, Part VI, Section B, Line 11a | The Institute's governing body, the Council, 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 public accountants, Asher & Co., and sent to the members of the Audit Committee for review before the filing deadline. Audit Committee members then may raise any questions they have for management. |
| 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, Audit and Investment Committees, ALI-ABA Board of Directors, and ALI-ABA Budget Committee. The policy requires disclosure of actual or potential conflicts of interest and all material facts to the ALI President or Chair of Council or the President of the ALI-ABA Board of Directors, as applicable, 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 or the ALI-ABA Board of Directors, 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 or the President of the ALI-ABA Board of Directors, as applicable. If the President or Chair of Council or the President of the ALI-ABA Board of Directors 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 ALI Director, ALI Deputy Director, ALI-ABA Executive Director, ALI-ABA Deputy Executive Director, ALI-ABA Director of Audio and Video Special Projects, and other staff in accord with the Institute's Executive Compensation Policy. The process was last undertaken for these persons in the fiscal year ended June 30, 2011. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | The Institute's governing documents, conflicts of interest policy, and the 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 gains on investments were $3,011,349. |
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 | 2495704 | ShareOfTotalIncome |
| Share Of EOY Assets | 1308458 | 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 |
| 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 | 430773 | From actual invoice totals. |
| American Law Institute Publishers | ||
| q | 364652 | Total of invoices paid. |
| American Law Institute Publishers | ||
| r | 2197500 | Distribution of net income from American Law Institute Publishers. |
Form990 Schedule R Part VII Form990ScheduleRPartVII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchR_P05_S00_L01p | Schedule R, Part V, Line 1p | Cost of editorial time reimbursed by American law Institute Publishers to American Law Institute was $430,773. |
| SchR_P05_S00_L01q | Schedule R, Part V, Line 1q | Cost of sales reimbursed by American Law Institute to American Law Institute Publishers was $364,652. |
| SchR_P05_S00_L02 | Schedule R, Part V, Line 2 | Distribution of net income to American Law Institute from American Law Institute Publishers was $2,197,500. |