2024-10-30T15:01:04-05:00 2023-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2023-01-01 570969581 Foundation of the American Board of Trial Advocates FOUN 2148717523 2001 Bryan St 3000 Dallas TX 75201 Frederick James President 2148717523 2024-10-30 1 0 Barbara Murphy P01386215 7134395739 2024-10-30 2023 2024-10-15 13:58:12Z Frederick James 2001 Bryan St 3000 Dallas TX 75201 2102540 0 X www.abota.org/foundation X 1993 SC To preserve and promote the civil jury trial right of the 7th amendment to the US Constitution. 13 11 10 9 0 0 1480145 1650815 340667 62926 -144150 62111 8915 1480 1685577 1777332 282860 172435 0 0 569312 639379 0 0 221763 1149703 1115544 2001875 1927358 -316298 -150026 3235208 3349580 90221 156567 3144987 3193013 To preserve, promote, and improve the American civil justice system and the Seventh Amendment right to civil jury trials for future generations. 0 0 509486 172435 62926 Professional Education: The next generation of lawyers must be ambassadors for the profession, the Constitution, and ethics. The ABOTA Foundation offers professional education programs to enhance the advocacy skills of trial lawyers throughout the United States, promote civility among ABOTA members and their colleagues, and train lawyers to meet the highest standards of professionalism and advocacy in the practice of law. 332699 Civics Education: We believe teachers are the primary guardians of democracy. Their knowledge, skills, and enthusiasm provide students with the tools to understand the rights and responsibilities of citizenship. The ABOTA Foundation offers resources and programs for teachers and students to understand better the Constitution, the judicial system, and civic engagement. 842185 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 1 X 9 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 11 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Brian Tyson 2148717523 2001 Byran St Ste 3000 Dallas TX 75201 Steven W Quattlebaum National President 1.00 15.00 X 0 60000 0 Christopher J Beeman President 15.00 1.00 X X 24000 0 0 Frederick W James Vice President 5.00 1.00 X X 0 0 0 Deborah S Tropp-Thompson Treasurer 5.00 1.00 X X 0 0 0 JD Smith Secretary 5.00 1.00 X X 0 0 0 John K Courtney Trustee 5.00 1.00 X 0 0 0 Jennifer Halton Doan National Vice President 1.00 5.00 X 0 0 0 Andrea La'Verne Edney National President-Elect 1.00 5.00 X 0 0 0 Nelly N Khouzam Trustee 5.00 1.00 X 0 0 0 John H Kim Past Foundation President 5.00 1.00 X 0 0 0 Craig M Peters Trustee 5.00 1.00 X 0 0 0 Manuel A Reboso Trustee 5.00 1.00 X 0 0 0 Jill M Webb Trustee 5.00 1.00 X 0 0 0 Brian Tyson Executive Director 7.50 31.00 X 49057 196227 46023 Molly McDonald Assoc Executive Director-Foundation 38.50 0.00 X 136586 0 35153 Sarah Walhert-Kersh Assoc Executive Director-National 3.75 34.75 X 30271 137442 30084 239914 393669 111260 1 0 1 0 American Board of Trial Advocates 2001 Bryan St Ste 3000 Dallas TX 75201 Accounting services reimbursement 214915 1 87500 412416 1150899 89765 1650815 Seminar registrations 900099 62926 62926 62926 76942 76942 217272 232103 -14831 -14831 -14831 87500 87500 87500 0 7085 5605 1480 1480 1777332 62926 0 63591 172435 172435 279961 128211 122125 29625 239402 166493 33775 39134 17624 13773 610 3241 68461 41240 17551 9670 33931 19599 9755 4577 10995 10995 236465 236465 16688 16688 62840 6478 56362 2476 2476 67006 38434 26524 2048 55197 31884 15867 7446 76194 44011 21905 10278 107159 71546 34963 650 89736 24347 62393 2996 7587 4384 2180 1023 7523 7523 Uncollectible amounts 175117 175117 Donor recognition 122792 11717 111075 Supplies and equipment 77769 65157 12612 1927358 842185 863410 221763 497543 122135 404324 1001689 507520 271352 25542 15172 80684 88280 29400 27026 288373 275395 14598 12978 1634403 1785508 41194 25440 3235208 3349580 90221 81567 65000 10000 90221 156567 X 2695834 2882803 449153 310210 3144987 3193013 3235208 3349580 -150026 198052 0 X 0 1 X 1 0 X 1023869 1328501 1178495 1480145 1650815 6661825 1023869 1328501 1178495 1480145 1650815 6661825 1209510 5452315 79045 55128 160703 62958 76942 434776 7096601 799067 0.76830 0.82730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26354 26354 26345 9 26354 26345 26345 26345 26345 1004294 977949 26345 1.00000 0 0 9732 8675 1057 278641 266720 11921 12978 1964301 198052 5605 203657 1760644 16688 16688 1777332 1916275 5605 5605 1910670 16688 16688 1927358 Part V, Line 4: The Mark P. Robinson, Sr. Advocacy Fund is an endowment created in 1998 by his son, Mark P. Robinson, Jr., in recognition of Mr. Robinson, Sr.'s dedication to preserving the American civil justice system and his service to the profession and the public. Distributions from the endowment may be used for any appropriate purpose as determined from time to time by the Foundation's Board of Trustees. Part XI, Line 2d - Other Adjustments: Inventory cost of goods sold Part XII, Line 2d - Other Adjustments: Inventory cost of goods sold Auction 175000 87500 87500 87500 175000 87500 87500 87500 87500 0 1 Tex-ABOTA 2001 Bryan Street Dallas TX 75201 383677228 501(c)(6) 43562 0 To support the Tex-ABOTA Mock Trial activities University of South Carolina 514 Main Street Columbia SC 29208 576001153 Government 25000 0 Program support Civics Learning Project 1300 SW 6th Avenue Ste 190 Portland OR 27201 930967940 501(c)(3) 15000 0 Program support Illinois Institute of Technology 34245 State Street FLR 4 Chicago IL 60616 362170136 501(c)(3) 10000 0 Program support Teach Democracy 601 Bouth Kingsley Dr Los Angeles CA 90006 952219680 501(c)(3) 10000 0 Program support The Rendell Center for Civics and Civic Engagement PO Box 1033 Berwyn PA 19312 471905724 501(c)(3) 11000 0 Program support ABOTA National 2001 Bryan Street Dallas TX 75201 952004080 501(c)(6) 6300 0 Program support 4 3 Part I, Line 2: o The close relationship between the Foundation and ABOTA Chapters serves to monitor the use of grant funds. In addition, the Foundation receives updates from organizations other than the ABOTA chapters to ensure the funds are used for the intended programmatic purpose outlined in the grant application. 0 0 0 0 0 0 0 0 0 Brian Tyson Executive Director 48857 195427 200 800 0 0 4906 19623 4299 17195 58262 233045 0 0 Sarah Walhert-Kersh Assoc Executive Director-National 30121 136092 150 1350 0 0 3027 13744 1331 11982 34629 163168 0 0 Molly McDonald Assoc Executive Director-Foundation 135086 0 1500 0 0 0 13659 0 21494 0 171739 0 0 0 Form 990, Schedule J, Part I, Line 3: The performance of the Executive Director and Associate Executive Directors is reviewed annually, and salaries are compared to the National Association of Bar Executives' annual survey. The ABOTA Executive Committee reviews and approves compensation for these positions. Salaries and benefits are allocated between the American Board of Trial Advocates and the Foundation of the American Board of Trial Advocates. American Board of Trial Advocates Related tax-exempt organization 214915 Cash Accounting services American Board of Trial Advocates Related tax-exempt organization 407416 Cash Operational support X Auction items 7 87500 FMV 0 0 0 Form 990, Part V, Line 2 - Compensation reporting: The American Board of Trial Advocates - Chapters (ABOTA - Chapters) , the America Board of Trial Advocates (ABOTA National) , and the Foundation of the American Board of Trial Advocates (Foundation) are related tax-exempt organizations. Salaries and benefits are shared between the American Board of Trial Advocates (ABOTA National) and the Foundation of the American Board of Trial Advocates. The Foundation of the American Board of Trial Advocates has a shared services agreement with the American Board of Trial Advocates (ABOTA), a related organization. The Foundation administers payroll. The ABOTA National reimburses the Foundation for the employee's time spent on Foundation activities. Form 990, Part VI, Section A, line 7a The organization's fellows elect eight of the 15 Trustees. The Foundation President appoints one Trustee to serve a one-year term. The President, President-Elect, and Vice President of the American Board of Trial Advocates are also Trustees of the Foundation. The Trustees elect the officers of the organization. Form 990, Part VI, Section B, line 11b Form 990 is reviewed by the Finance Director, Executive Director, and President. A copy of the 990 is made available online to all Trustees. Form 990, Part VI, Section B, line 12c The Board and Trustees review and sign the conflict of interest policy annually at the year's first board meeting. Should there be a conflict, the board member would abstain from voting. Form 990, Part VI, Section B, line 15 The Executive Committee conducts annual performance reviews. Salaries are compared to the National Association of Bar Executives' annual survey. Salaries are reviewed and approved by the Executive Committee. Form 990, Part VI, Section C, line 19 The Foundation makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. American Board of Trial Advocates - National 2001 Bryan St Ste 3000 Dallas TX 75201 952504030 Public interest CA 501(c)(6) 0 American Board of Trial Advocates - Chapters 2001 Bryan St Ste 3000 Dallas TX 75201 954216564 Public interest CA 501(c)(6) 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0