2025-03-13T06:12:28-05:00 2024-06-30 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990 2023-07-01 231352013 AMERICAN LAW INSTITUTE AMER 2152431600 4025 CHESTNUT STREET PHILADELPHIA PA 19104 IVAN K FONG TREASURER 2152431600 2025-03-12 1 0 KOMAL DATE P01423236 2154414600 2023 2025-03-06 01:10:19Z DAVID F LEVI 4025 CHESTNUT STREET PHILADELPHIA PA 19104 17601213 0 X WWW.ALI.ORG X 1923 DC SEE SCHEDULE O 64 64 72 2578 0 0 3853931 2212311 7749652 7053241 2968468 4618324 324863 367421 14896914 14251297 1053612 1132020 0 0 7136167 7063233 0 0 206582 5290102 4060361 13479881 12255614 1417033 1995683 97240904 106209287 3476629 2782786 93764275 103426501 X SEE SCHEDULE O 0 0 4980243 837533 3263228 ALI: THE INSTITUTE DRAFTS, DISCUSSES, AND PUBLISHES RESTATEMENTS OF THE LAW, MODEL CODES AND PRINCIPLES OF THE LAW. ALI MEMBERS PARTICIPATE IN ALI ACTIVITIES BY REVIEWING AND COMMENTING ON PROJECT DRAFTS, PARTICIPATING IN MEETINGS TO DISCUSS DRAFTS, AND ATTENDING ANNUAL MEETINGS WHERE ALI'S WORK IS DEBATED AND VOTED ON. 3872032 294487 3985855 ALI CLE: THE INSTITUTE, THROUGH ALI CLE, PROVIDES EDUCATION FOR THE LEGAL PROFESSION THROUGHOUT THE UNITED STATES, OFFERING IN-PERSON COURSES, WEBCASTS, ON-DEMAND PROGRAMS, ONLINE MATERIALS, AND PERIODICALS. 8852275 1 1 0 1 0 0 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 124 0 1 72 1 0 0 0 0 0 0 0 0 0 0 0 0 X 64 64 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 1 AK AL AR AZ CA CO CT DC FL GA HI IL KS KY LA MA MD ME MI MN MO MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV X AMERICAN LAW INSTITUTE DEPUTY DIRECTOR 2152431600 4025 CHESTNUT STREET PHILADELPHIA PA 191043099 ELEANOR BARRETT DEPUTY DIRECTOR 50.00 X 315637 0 10772 JULIE SCRIBNER CFO & DIRECTOR OF ALI CLE 35.00 X 274701 0 41005 JENNIFER MORINIGO CHIEF 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X X X 0 0 0 0 0 0 0 1 0 ELEANOR BARRETT DEPUTY DIRECTOR 314322 0 0 0 1315 0 9803 0 969 0 326409 0 0 0 JULIE SCRIBNER CFO & DIRECTOR OF ALI CLE 263354 0 10000 0 1347 0 18877 0 22128 0 315706 0 0 0 JENNIFER MORINIGO CHIEF COMMUNICATIONS & MAR 210826 0 5000 0 735 0 15192 0 27948 0 259701 0 0 0 DEANNE DISSINGER ASSOCIATE DEPUTY DIRECTOR 201663 0 5500 0 831 0 14260 0 15134 0 237388 0 0 0 BETH GOLDSTEIN MEMBERSHIP DIRECTOR 164246 0 5000 0 1071 0 11986 0 27114 0 209417 0 0 0 LESLIE BELASCO DIRECTOR OF CLE PROGRAM PR 154355 0 0 0 2329 0 11315 0 27910 0 195909 0 0 0 MING CHANG SR APP DEVELOPMENT MGR 143059 0 0 0 1144 0 9987 0 0 0 154190 0 0 0 PART I, LINE 7 DISCRETIONARY BONUSES WERE PAID IN ACCORDANCE WITH ALI'S COMMITMENT TO PAYING TOTAL COMPENSATION THAT IS REASONABLE AND THAT REFLECTS AN AMOUNT THAT MAY BE PAID BY SIMILAR ORGANIZATIONS FOR SIMILAR SERVICES. X 6 114549 FAIR MARKET VALUE 0 0 0 FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: THE AMERICAN LAW INSTITUTE IS THE LEADING INDEPENDENT ORGANIZATION IN THE UNITED STATES PRODUCING SCHOLARLY WORK TO CLARIFY, MODERNIZE, AND OTHERWISE IMPROVE THE LAW. THE INSTITUTE (MADE UP OF OVER 4,700 LAWYERS, JUDGES, AND LAW PROFESSORS OF THE HIGHEST QUALIFICATIONS) DRAFTS, DISCUSSES, REVISES, AND PUBLISHES RESTATEMENTS OF THE LAW, MODEL CODES, AND PRINCIPLES OF LAW THAT ARE ENORMOUSLY INFLUENTIAL IN THE COURTS AND LEGISLATURES, AS WELL AS IN LEGAL SCHOLARSHIP AND EDUCATION. THE INSTITUTE THROUGH ITS ALI CLE OPERATING GROUP PROVIDES EDUCATION FOR THE LEGAL PROFESSION THROUGHOUT THE UNITED STATES. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: THE INSTITUTE'S MISSION, AS SET OUT IN ITS CERTIFICATE OF INCORPORATION, IS TO PROMOTE THE CLARIFICATION AND SIMPLIFICATION OF THE LAW AND ITS BETTER ADAPTATION TO SOCIAL NEEDS, TO SECURE THE BETTER ADMINISTRATION OF JUSTICE, AND TO ENCOURAGE AND CARRY ON SCHOLARLY AND SCIENTIFIC LEGAL WORK. 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. FORM 990, PART VI, SECTION A, LINE 6 THERE WERE 4,730 MEMBERS AS OF 6/30/24. 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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 VIA AN ANNUAL DISCLOSURE QUESTIONNAIRE. ANY CONFLICT-OF-INTEREST DISCLOSURES IN THE COMPLETED QUESTIONNAIRES ARE REVIEWED BY THE AUDIT COMMITTEE. IF THE AUDIT COMMITTEE DETERMINES THAT AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST EXISTS, IT RECOMMENDS AN APPROPRIATE REMEDY TO THE PRESIDENT OR CHAIR OF COUNCIL. IF THE PRESIDENT OR CHAIR OF COUNCIL IS THE PERSON WHO HAS THE ACTUAL OR POTENTIAL CONFLICT OF INTEREST, THE AUDIT COMMITTEE MAKES ITS RECOMMENDATION TO THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMPENSATION SUBCOMMITTEE OF THE EXECUTIVE COMMITTEE ANNUALLY REVIEWS AND MAKES RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE CONCERNING THE COMPENSATION OF ANY PERSONS WHO, DURING EACH FIVE-YEAR PERIOD ENDING ANNUALLY WITH THE INSTITUTE'S FISCAL YEAR-END, IS IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE ORGANIZATION, INCLUDING THE DIRECTOR, DEPUTY DIRECTOR, CHIEF FINANCIAL OFFICER, AND DIRECTOR OF ALI CLE. THE PROCESS WAS LAST UNDERTAKEN FOR THESE PERSONS IN THE FISCAL YEAR ENDED JUNE 30, 2024. FORM 990, PART VI, SECTION C, LINE 19 THE INSTITUTE'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND ANNUAL REPORT CONTAINING FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON THE INSTITUTE'S WEBSITE, WWW.ALI.ORG. FORM 990, PART XI, LINE 9: CHANGE IN VALUE FOR THE PERPETUAL TRUST 49,808. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. AMERICAN LAW INSTITUTE PUBLISHERS 610 OPPERMAN DRIVE EAGAN MN 55123 416164506 PUBLISHES LAW BOOKS MN N/A RELATED 1012091 311760 0 0 0.75000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 AMERICAN LAW INSTITUTE PUBLISHERS Q 162159 FROM ACTUAL INVOICE TOTALS AMERICAN LAW INSTITUTE PUBLISHERS Q 431755 TOTAL REIMBURSEMENTS RECEIVED AMERICAN LAW INSTITUTE PUBLISHERS S 2091318 DISTRIBUTION OF NI FROM ALIP