2024-07-30T16:14:57-05:00 2023-08-31 721396621 CARR RIGGS & INGRAM LLC 2633 CENTENNIAL BLVD STE 200 TALLAHASSEE FL 32308 990 2022-09-01 911248754 NATIONAL ASSOCIATION OF TRIAL LAWYER EXECUTIVES NATI 8022093006 150 DORSET ST STE 245-192 SOUTH BURLINGTON VT 05403 JENNIFER SMITH EXECUTIVE DIRECTOR 8022093006 2024-07-16 1 1 MICHAEL C CARTER P00292302 8508788777 2022 2024-08-08 14:25:15Z JENNIFER SMITH 150 DORSET ST STE 245-192 SOUTH BURLINGTON VT 05403 349361 0 X WWW.NATLE.ORG X 1971 VT THE ASSOCIATION IS FORMED AND SHALL OPERATE FOR THE PURPOSE OF: (1) FACILITATING THE GROWTH AND OPERATION OF TRIAL LAWYER ASSOCIATIONS THROUGHOUT THE UNITED STATES, CANADA AND WORLDWIDE; (2) DEVELOPING A CORDIAL RELATIONSHIP, SPIRIT OF UNITY AND COMMON UNDERSTANDING AMONG TRIAL LAWYER ASSOCIATION EXECUTIVES; PROVIDING A FORUM FOR THE MUTUAL INTERCHANGE OF IDEAS WHICH WILL FACILITATE THE ADMINISTRATION OF TRIAL LAWYER ASSOCIATION ACTIVITIES; PROVIDING INFORMATION WHICH WILL ASSIST WITH OFFICE MANAGEMENT AND BUSINESS ADMINISTRATION OF TRIAL LAWYER ASSOCIATION OFFICES; SECURING A CLOSER COORDINATION OF THE ACTIVITIES OF TRIAL LAWYER ASSOCIATIONS; STIMULATING THE WORK AND ACTIVITIES OF TRIAL LAWYER ASSOCIATIONS IN GENERAL, AND FOSTERING COOPERATION WITH THE STAFF AND OFFICERS OF THE AMERICAN ASSOCIATION FOR JUSTICE. 15 14 1 14 0 0 12380 6825 204750 248264 798 7738 99568 86534 317496 349361 3748 0 111145 0 26703 130343 0 0 0 101302 140818 242898 271161 74598 78200 947816 1068806 63532 106322 884284 962484 X THIS ASSOCIATION IS FORMED AND SHALL OPERATE FOR THE PURPOSE OF: (1) FACILITATING THE GROWTH AND OPERATION OF TRIAL LAWYER ASSOCIATIONS THROUGHOUT THE UNITED STATES, CANADA AND WORLDWIDE; (2) DEVELOPING A CORDIAL RELATIONSHIP, SPIRIT OF UNITY AND COMMON UNDERSTANDING AMONG TRIAL LAWYER ASSOCIATION EXECUTIVES; PROVIDING A FORUM FOR THE MUTUAL INTERCHANGE OF IDEAS WHICH WILL FACILITATE THE ADMINISTRATION OF TRIAL LAWYER ASSOCIATION ACTIVITIES; PROVIDING INFORMATION WHICH WILL ASSIST WITH OFFICE MANAGEMENT AND BUSINESS ADMINISTRATION OF TRIAL LAWYER ASSOCIATION OFFICES; SECURING A CLOSER COORDINATION OF THE ACTIVITIES OF TRIAL LAWYER ASSOCIATIONS; STIMULATING THE WORK AND ACTIVITIES OF TRIAL LAWYER ASSOCIATIONS IN GENERAL, AND FOSTERING COOPERATION WITH THE STAFF AND OFFICERS OF THE AMERICAN ASSOCIATION FOR JUSTICE. 0 0 THE JUSTICE RESOURCE CENTER PROVIDES "FOR THE MUTUAL INTERCHANGE OF IDEAS WHICH WILL FACILITATE THE ADMINISTRATION OF TRIAL LAWYER ASSOCIATION ACTIVITIES;" BY COLLECTING, ORGANIZING AND DISTRIBUTING MUCH NEEDED DOCUMENTATION AND REPORTS RELATING TO THE LEGISLATIVE AND GOVERNMENTAL ACTIVITIES OF MEMBERS. THE ANNUAL MEETING BRINGS MEMBERS TOGETHER ALONG WITH THEIR STAFF TO ENGAGE IN CONTINUING EDUCATION. THE GOVERNMENTAL AFFAIRS CONFERENCE BRINGS MEMBERS TOGETHER ALONG WITH THEIR STAFF TO ENGAGE IN CONTINUING EDUCATION SPECIFICALLY RELATED TO THE POLITICAL AND LEGISLATIVE AREAS. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 1 1 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X JENNIFER SMITH 8022093006 150 DORSET ST STE 245-192 SOUTH BURLINGTON VT 05403 ANNE DOOHAN MEMBER 0.50 X 0 0 0 CONSTANCE KOURY MEMBER 0.50 X 0 0 0 CORNELIUS LARKIN MEMBER 0.50 X 0 0 0 GRIFFIN GILLIS MEMBER 0.50 X 0 0 0 JULIE WHITACRE MEMBER 0.50 X 0 0 0 JULIETTE BLEECKER MEMBER 0.50 X 0 0 0 KWEDI MOORE MEMBER 0.50 X 0 0 0 SARA CRUMB MEMBER 0.50 X 0 0 0 STEPHEN PONTONI MEMBER 0.50 X 0 0 0 ALISON DODGE SECRETARY 0.50 X 0 0 0 BARBARA JORDEN IMMEDIATE PAST PRESIDENT 1.00 X 0 0 0 JENNIFER SMITH EXECUTIVE DIRECTOR-CURRENT 50.00 X 102373 0 11523 JOAN DALY MALONEY PRESIDENT-ELECT 0.50 X 0 0 0 SARA SCHUETT TREASURER 0.50 X 0 0 0 VALERIE O'BRIEN PRESIDENT 0.50 X 0 0 0 102373 0 11523 1 0 0 0 0 6825 6825 SPONSORSHIPS 900099 98720 98720 DUES 900099 80908 80908 EDUCATIONAL PROGRAMS 900099 68636 68636 248264 7738 7738 86034 86034 OTHER INCOME 900099 500 500 500 349361 248764 0 93772 121819 2311 6213 238 14440 19427 5587 4335 4320 3099 EDUCATION EXPENSES 89347 DUES & SUBSCRIPTIONS 25 271161 654278 781953 250077 253432 1160 660 9673 17959 16282 9802 10800 6480 21828 8322 947816 1068806 15509 29310 45345 73943 2678 3069 63532 106322 X 566514 646442 317770 316042 884284 962484 947816 1068806 78200 0 X 0 0 0 16282 9802 6480 6480 DUE TO OTHERS 3027 FEDERAL UNEMPLOYMENT 42 3069 FORM 990, PART I, LINE 6 THEY PROVIDE STRATEGIC LEADERSHIP FOR THE ORGANIZATION, ASSIST IN PROGRAM DEVELOPMENT FOR CONTINUING EDUCATION, REVIEW CONTRACTS, EXAMINE AND REVIEW POTENTIAL AFFINITY PROGRAMS, FUNDRAISE, REPRESENT NATLE AT MEETINGS OF THE AMERICAN ASSOCIATION FOR JUSTICE, AND ASSIST WITH MEMBERSHIP MENTORING. FORM 990, PART VI, SECTION A, LINE 6 CLASSES OF MEMBERS: REGULAR MEMBER: ANY INDIVIDUAL WHO HOLDS THE PRIMARY POSITION OF EXECUTIVE RESPONSIBILITY WITH A STATE, PROVINCIAL, REGIONAL, LOCAL TRIAL LAWYER ASSOCIATION OR THE TRIAL LAWYER ASSOCIATIONS FOR AUSTRALIA AND ENGLAND. THE NATLE BOARD SHALL HAVE THE POWER TO REVIEW AND APPROVE OR REJECT APPLICATIONS FOR MEMBERSHIP. FOR ITS EXECUTIVE TO QUALIFY FOR REGULAR MEMBERSHIP, A REGIONAL OR LOCAL ASSOCIATION MUST HAVE A FULL PROGRAM OF MEMBER SERVICES COMPATIBLE WITH THE MISSION STATEMENT OF AAJ. MERELY PRESENTING EDUCATION AND/OR TRAVEL PROGRAMS IS INSUFFICIENT FOR QUALIFICATION. FORM 990, PART VI, SECTION A, LINE 7A REGULAR MEMBERS ARE THE ONLY CLASS OF MEMBERS THAT MAY VOTE, NOMINATE, OR HOLD OFFICE. FORM 990, PART VI, SECTION A, LINE 7B THE ONLY GOVERNANCE DECISIONS OF THE ORANIZATION RESERVED TO MEMBERS ARE THE MEMBERSHIP DUES FOR EACH UPCOMING FISCAL YEAR, AND AMENDMENTS TO THE BYLAWS, BOTH OF WHICH ARE PRESENTED TO THE MEMBERSHIP AT THE ANNUAL MEETING AND PUT TO A VOTE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS DISTRIBUTED TO THE BOARD VIA EMAIL. AT THE NEXT MEETING STAFF ANSWERS QUESTIONS ABOUT ANY ITEM ON THE 990. THE BOARD THEN HEARS A MOTION FOR FILING OF THE 990. FOLLOWING DISCUSSION, THE 990 IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REMINDING THE BOARD MEMBERS OF THEIR RESPONSIBILITY TO DISCLOSE THESE RELATIONSHIPS, ESPECIALLY IF ANY DECISIONS ARE BEING MADE CONCERNING CONTRACTS, AFFINITY PROGRAMS, OR WHERE THERE MAY BE A POTENTIAL CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR INCLUDES OBTAINING AND REVIEWING COMPENSATION SURVEYS FROM ASAE OR OTHER ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 WHEN REQUESTED, THE DOCUMENTS ARE PROVIDED AS APPLICABLE BY LAW.