2024-05-07T10:17:06-00:00 2023-06-30 822851604 SECHLER MORGAN CPAS PLLC 2418 W BARROW DRIVE CHANDLER AZ 85224 990 2022-07-01 411893658 THE SEDONA CONFERENCE SEDO 6022584910 301 EAST BETHANY HOME ROAD STE C 29 PHOENIX AZ 85012 KENNETH J WITHERS SECRETARY 6022584910 2024-05-06 true KENNETH WITHERS 999009999 KRISTINA MORGAN CPA P01370742 6022302700 2024-03-23 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KENNETH J WITHERS 301 E Bethany Home Rd Ste C 297 Phoenix AZ 85012 1471049 false X TheSedonaConference.org X 1997 MN The organization provides educational programs and develop related content for lawyers and judges in the areas of complex litigation, antitrust law, intellectual property rights, and data security and privacy laws. 5 4 9 200 0 384710 189155 1041185 1257948 6885 11427 16140 12519 1448920 1471049 0 0 1030701 1018117 0 22807 443917 699592 1474618 1717709 -25698 -246660 1500439 1335690 328951 410862 1171488 924828 X The organization provides educational programs and develop related content for lawyers and judges in the areas of complex litigation, antitrust law, intellectual property rights, and data security and privacy laws. false false 1589699 1270467 Educational Conferences, Working Group Meetings Publications TSC published 11 new or updated commentaries in its areas of expertise produced 4 conferences reaching approximately 252 attorneys, judges and others interested in the legal system held 7 Working Group meetings reaching approximately 502 attorneys, judges and others which meetings provide a forum for the bench and bar to explore and identify issues related to TSCs areas of expertise and creating educational content in those areas held 3 webinars reaching over 198 people providing educational content in TSCs areas of expertise worked with approximately 1459 attorneys, judges and others who participate in TSCs working groups to create forward looking guidelines, best practices and principles in TSCs areas of expertise --Continued on Sch O. 1589699 true true false false false false false false false false true false false false false false true false false false true false false false false false false false false true false false false false false false false false false false false false false false false false false true 0 0 9 true false false false false false false false false false false false false X 5 4 false false false false false false false true true false false true true true true true true true true false MN X The Organization 6022584910 301 East Bethany Home Rd Ste C 297 Phoenix AZ 85012 Craig Weinlein Chair of Board / Executive Director 040.00 X X 250000 0 28798 Jim Ko Sr. Program Attorney 040.00 X 123046 0 11348 Kenneth J Withers Secretary 020.00 X 62500 0 14421 John L Carroll Director 000.50 X 0 0 0 Paul E Burns Director 000.50 X 0 0 0 Jerone English Director 002.00 X 0 0 0 Robert G Sterne Director 002.00 X 0 0 0 435546 54567 2 false true false 189155 189155 Educational Seminars and Programs 541900 763992 763992 Working Group Dues 541900 193606 193606 TRP Member Fees 541900 5000 5000 Corporate Membership 541900 25000 25000 Qualified Sponsorship 900099 270350 270350 1257948 11427 11427 12519 12519 1471049 1270467 11427 0 0 0 0 366376 329738 29310 7328 0 520162 468146 41613 10403 0 76330 68697 6106 1527 55249 49724 4420 1105 0 0 14500 14500 0 0 1663 1497 133 33 1664 1664 53853 51059 2236 558 25687 23118 2055 514 0 46034 41430 3683 921 85209 85209 17085 17085 440868 440868 0 0 5040 4536 403 101 7989 6928 744 317 0 1717709 1589699 105203 22807 428991 220479 1033568 1045075 12052 38274 131672 103326 22312 28346 3516 3516 1500439 1335690 73129 64419 255822 346443 328951 410862 X 1171488 924828 1171488 924828 1500439 1335690 -246660 X false true X false false X 209690 190450 402740 384710 189155 1376745 1443031 1090228 703475 1041185 1257947 5535866 1652721 1280678 1106215 1425895 1447102 6912611 207606 163670 99000 29000 41000 540276 9906 4250 13398 27554 217512 167920 99000 29000 54398 567830 6344781 34918 43719 28329 23025 23946 153937 0 34918 43719 28329 23025 23946 153937 0 200 200 1687639 1324597 1134544 1448920 1471048 7066748 0.89780 0.86940 0.02180 0.02180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 51502 42138 9364 80170 61188 18982 28346 Financial derivatives and other financial products Closely-held equity interests Federal income taxes 1471049 1471049 1471049 1717709 1717709 1717709 true Europe Including Iceland and Greenland Program Services Conference Hotel 108888 Europe Including Iceland and Greenland Program Services Conference Hotel 42619 151507 151507 false false false false false false X X X X X false false false false false false false false false false Craig Weinlein Chair of Board / Executive Director 250000 28798 278798 Form 990, Part III, Line 4b had thousands downloads of TSCs educational content from its website provided for free for personal use to interested attorneys, judges and others fulfilled more than 26 requests from more than 12 courts, federal and state agencies, bar associations, law schools and others to reprint TSC educational materials published the annual Sedona Conference Journal distributed to over 68 public courthouses and law libraries on a complimentary basis in addition to private subscribers. Outreach to state and federal judges continues as a central part of TSCs mission to move the law forward in a reasoned and just way. During FYE 6/30/23, several state and federal judges added their names to The Cooperation Proclamation, which is viewed as a milestone document complimenting the 2015 amendment to Rule 1 of the Federal Rules of Civil Procedure, bringing the total number of judicial endorsements at the end of the fiscal year to 236. Form 990, Part III, Line 4c The number of downloads of The Sedona Conference Cooperation Proclamation Resources for the Judiciary reached thousands by the end of fiscal year. In addition, educational materials on eDiscovery, cross-border discovery, and patent litigation developed by TSCs Working Group Series were utilized at select state and federal judicial conferences, reaching hundreds of attendees. Fees for membership in the TSC Working Group Series or to attend TSC-sponsored educational programs are waived for members of the judiciary and court staff. During FYE 6/30/23, 38 state and federal judges attended 8 TSC conferences, Working Group meetings, or webinars. Our Deputy Executive Director spoke at many non-TSC sponsored events reaching several attendees. Commentaries authored by TSC were cited in 38 reported federal, state, and administrative opinions, 2 federal and state appellate briefs, 69 federal and state trial court documents, over 450 time sin 299 separate secondary sources which includes texts and treatises, scholarly articles, legal newspapers and newsletters, Continuing Legal Education CLE and seminar materials, news reports or blogs, and legal practice publications. Form 990, Part VI, Section B, Line 11b Process to review and Approve Form 990. TSCs outside tax accountant prepares the Form 990 based on the independent audit of TSCs financial statements. Following review and approval by TSCs Manager of Business Operations and its Executive Director and Chair of the Board of Directors, the Form 990 is presented to the entire Board of Directors for review and approval. The review and approval of the Form 990 by the Board of Directors is reflected in written Board minutes. Form 990, Part VI, Section B, Line 12c Conflict of Interest Policy All directors and officers of TSC annually certify in writing that they have received, read, and understand the TSC Conflict of Interest Policy. They agree in writing to comply with the Policy and identify all organizations in which they or a family member are known to be an officer, director, or have a financial interest, which they believe could reasonably be anticipated to enter into transactions or arrangements with TSC. The written certifications are reviewed by TSCs Executive Director and Chair of the Board of Directors. The Executive Director must approve any material transaction with another entity and will carefully review any potential transaction where any director or officer has any connection or interest. A director or officer must recuse himself or herself from consideration of any matter with respect to which he or she may, does, or may appear to have a conflict of interest. Form 990, Part VI, Section B, Line 15 Compensation Policy. Before compensation was determined, the Board of Directors completed a formal process of retaining an outside compensation consultant to collect data on comparable compensation for similar organizations with similar skills, job duties, and requirements. Based on this data, the Board approved compensation for the Executive Director and the Deputy Executive Director that the Board concluded was reasonable and documented the compensation decisions in Board minutes and/or written actions of the Board. The Executive Director and the Deputy Executive Director did not participate in the proceedings or discussions involved in the setting of their compensation. Compensation has not changed since that process was undertaken. Compensation will be approved by the Board in advance of any change in compensation for the Executive Director or Deputy Executive Director. Form 990, Part VI, Section C, Line 19 TSC will provide in a timely manner, copies of all governing documents, including its conflict of interest policy, and financial statements when requested in writing or in person.