2025-03-20T18:06:06-05:00 2024-07-31 420714325 RSM US LLP 7351 OFFICE PARK PLACE MELBOURNE FL 329408229 990 2023-08-01 521105720 AMERICAN ASSOCIATION FOR JUSTICE EDUCATION FUND AMER 2029653500 777 6TH STREET NW 300 WASHINGTON DC 20001 ANNE ENOS AAJ COO 2029653500 2025-03-20 1 1 X KELLI PECK P01423033 3217516200 2023 2025-03-06 01:10:19Z X LINDA LIPSEN 777 6TH STREET NW 300 WASHINGTON DC 20001 2381698 0 X WWW.JUSTICE.ORG X FUND OF THE AM ASSN FOR JUSTICE 1977 DC TRAIN AND EDUCATE LAWYERS ON LEGAL ISSUES. 22 22 0 1500 0 0 495290 380305 2035751 1976517 0 0 18568 24876 2549609 2381698 10650 10650 0 0 1078905 1101955 0 0 0 2546718 2536536 3636273 3649141 -1086664 -1267443 481142 615428 2149092 3550821 -1667950 -2935393 X THE NATIONAL COLLEGE OF ADVOCACY (NCA) IS THE MAJOR PROGRAM OF THE AAJ EDUCATION FUND. THE NCA SHALL BE THE EDUCATIONAL ARM OF AAJ; SHALL BE RESPONSIBLE FOR ALL AAJ EDUCATIONAL PROGRAMS; AND SHALL ESTABLISH THE EDUCATION POLICY OF AAJ. NCA SHALL OFFER AAJ MEMBERS ADVOCACY TRAINING PROGRAMS, HIGHEST QUALITY FACULTY, AND RECOGNITION OF INDIVIDUAL ACHIEVEMENT IN ATTENDANCE AND TEACHING. EDUCATION POLICY SHALL INCLUDE THE LOCATION, GENERAL FORMAT, SPEAKERS, AND TOPICS FOR ALL EDUCATION PROGRAMS. 0 0 2184266 10650 1223829 CONTINUING LEGAL EDUCATION - OFFERED THROUGH THE NATIONAL COLLEGE OF ADVOCACY (NCA), THE EDUCATIONAL ARM OF AAJ. THE NCA IS RESPONSIBLE FOR OFFERING AAJ EDUCATIONAL PROGRAMS TO ALL LAWYERS WHO ARE COMMITTED TO AAJ'S MISSION AS WELL AS AAJ MEMBERS. THE NCA OFFERS TRIAL ADVOCACY COLLEGES, SEMINARS, WEBINARS, AND SPECIALIZED CASE REVIEW PROGRAMS THAT ENHANCE LEGAL KNOWLEDGE AND PROVIDE NEW STRATEGIES AND TECHNIQUES TO HELP TRIAL LAWYERS BETTER REPRESENT THEIR CLIENTS. THE NCA ALSO HAS PROFESSIONAL RECOGNITION ACHIEVEMENT PROGRAMS THAT RECOGNIZE EFFORTS BY AAJ MEMBERS IN THEIR PURSUIT OF ADVANCED LEGAL KNOWLEDGE AND PROFESSIONAL DEVELOPMENT. AAJ'S PROGRAMS ARE TAUGHT BY LEADING TRIAL ATTORNEYS AND NATIONAL EXPERTS AND ARE DESIGNED TO DELIVER THE HIGHEST LEVEL OF CONTINUING LEGAL EDUCATION AVAILABLE. THE NCA OFFERS MORE THAN 400 HOURS OF CONTINUING LEGAL EDUCATION CREDIT ANNUALLY; ITS PROGRAMS ARE OFFERED NATIONWIDE AND MEMBERS IN ALL MANDATORY JURISDICTIONS ARE ELIGIBLE TO RECEIVE CREDIT THROUGH ITS ACCREDITATION PROCESS; AND IT EDUCATES APPROXIMATELY 3500 LAWYERS A YEAR. 211122 170550 PUBLICATIONS - LAW REPORTER: MONTHLY CASE REFERENCE PERIODICAL ABSTRACTS FOR TRIAL LAWYERS, PROVIDING FACTS, DECISIONS, SETTLEMENTS, CITATIONS, AND PRODUCT LIABILITY INFORMATION. 53753 260234 AAJ PRESS PUBLISHES BOOKS AND OTHER MULTI-MEDIA AUTHORED OR CREATED BY AAJ MEMBERS ON ISSUES RELEVANT TO TRIAL LAWYERS. 2449141 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 6 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 AL AK CO CT HI ME MA NH NM NC ND OR PA SC X THOMAS FISCHETTI 2029653500 777 6TH STREET NW 300 WASHINGTON DC 20001 RICK BARRERA JR COCHAIR 1.00 1.00 X X 0 0 0 KEVIN BINIAZAN COCHAIR 1.00 1.00 X X 0 0 0 SETH LEVENTHAL CARDELI MEMBER 1.00 1.00 X 0 0 0 ERIN K COPELAND MEMBER 1.00 1.00 X 0 0 0 THOMAS D'AMORE MEMBER 1.00 1.00 X 0 0 0 HEIDI A DILORENZO MEMBER 1.00 0.00 X 0 0 0 MICHAEL P DOYLE MEMBER 1.00 0.00 X 0 0 0 SIDNEY W GILREATH MEMBER 1.00 2.00 X 0 0 0 JENNIFER J GREENE MEMBER 1.00 0.00 X 0 0 0 STEPHEN HERMAN MEMBER 1.00 2.00 X 0 0 0 ROBERT K JENNER MEMBER 1.00 0.00 X 0 0 0 MOSES KIM MEMBER 1.00 0.00 X 0 0 0 ANTHONY ROBERT LEONE MEMBER 1.00 0.00 X 0 0 0 KENNETH H LEVINSON MEMBER 1.00 1.00 X 0 0 0 DANIELLE WARD MASON MEMBER 1.00 0.00 X 0 0 0 KATHLEEN L NASTRI MEMBER 1.00 1.00 X 0 0 0 MAX N PANOFF MEMBER 1.00 0.00 X 0 0 0 BRUCE M PLAXEN EX OFFICIO 1.00 1.00 X 0 0 0 BHAVANI RAVEENDRAN MEMBER 1.00 1.00 X 0 0 0 SHAYLA REED MEMBER 1.00 0.00 X 0 0 0 ELISE R SANGUINETTI COCHAIR 1.00 2.00 X X 0 0 0 CARL L SOLOMON MEMBER 1.00 0.00 X 0 0 0 MIRANDA L SOUCIE MEMBER 1.00 0.00 X 0 0 0 BRUCE H STERN MEMBER 1.00 1.00 X 0 0 0 MICHELLE SIMPSON TUEGEL MEMBER 1.00 0.00 X 0 0 0 AIMEE HALL WAGSTAFF MEMBER 1.00 0.00 X 0 0 0 DERRICK L WALKER COCHAIR 1.00 2.00 X X 0 0 0 SARA L WILLIAMS MEMBER 1.00 1.00 X 0 0 0 LINDA LIPSEN CHIEF EXECUTIVE OFFICER 2.00 35.50 X 0 1030229 45375 ANNE B ENOS CHIEF OPERATING OFFICER 6.00 31.50 X 0 313363 18558 THOMAS FISCHETTI CHIEF FINANCIAL OFFICER 8.50 29.00 X 0 261220 26322 ANJALI JESSERAMSING GENERAL COUNSEL 1.50 36.00 X 0 298384 52832 MEREDITH BURNS CHIEF DEVELOPMENT OFFICER 0.50 37.00 X 0 232581 37557 0 2135777 180644 0 0 1 0 0 380305 380305 REGISTRATION FEES 900099 1223829 1223829 PRODUCTS AND PUBLICATI 900099 430784 430784 SPONSORSHIP INCOME 900099 321904 321904 1976517 24476 24476 MISCELLANEOUS 900099 400 400 400 2381698 1654613 0 346780 10650 10650 866695 866695 235260 235260 1200000 1200000 5500 5500 165888 165888 122900 122900 81187 81187 33965 33965 65237 65237 811209 811209 TEMPORARY HELP 26538 26538 PRODUCTS & PUBLICATIONS 11993 11993 DUES AND SUBSCRIPTIONS 2396 2396 FEES AND LICENSES 1750 1750 7973 7973 3649141 2449141 1200000 0 419589 563954 49652 16122 6000 35352 5901 0 481142 615428 173004 118876 223830 217155 1752258 3214790 2149092 3550821 X -1717950 -2960393 50000 25000 -1667950 -2935393 481142 615428 -1267443 0 X X 0 1 X 1 0 X 582325 730986 401715 495290 380305 2590621 2002268 1236095 1781821 2035751 1976517 9032452 2584593 1967081 2183536 2531041 2356822 11623073 5405 9076 16265 8172 5586 44504 0 5405 9076 16265 8172 5586 44504 11578569 24086 17639 22457 18088 24476 106746 24086 17639 22457 18088 24476 106746 620 469 60 480 400 2029 2609299 1985189 2206053 2549609 2381698 11731848 0.98690 0.98700 0.00910 0.00900 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS 0 DUE TO AAJ 3214790 3214790 2381698 0 2381698 0 2381698 3649141 0 3649141 0 3649141 1 RICHARD D. HAILEY SCHOLARSHIP 1 5325 MIKE EIDSON SCHOLARSHIP 1 5325 PART I, LINE 2: SCHOLARSHIP FUNDS ARE AWARDED TO RECIPIENTS THAT MEET CRITERIA ESTABLISHED FOR EACH FUND. 0 1 0 0 0 0 0 0 0 LINDA LIPSEN CHIEF EXECUTIVE OFFICER 0 916747 0 92500 0 20982 0 16500 0 38090 0 1084819 0 0 ANJALI JESSERAMSING GENERAL COUNSEL 0 295138 0 0 0 3246 0 15392 0 39286 0 353062 0 0 ANNE B ENOS CHIEF OPERATING OFFICER 0 312133 0 0 0 1230 0 15819 0 5605 0 334787 0 0 THOMAS FISCHETTI CHIEF FINANCIAL OFFICER 0 256734 0 0 0 4486 0 13023 0 14574 0 288817 0 0 MEREDITH BURNS CHIEF DEVELOPMENT OFFICER 0 231833 0 0 0 748 0 11460 0 27312 0 271353 0 0 PART I, LINE 3 ALL PERSONNEL PROVIDING SERVICES TO THE FUND ARE EMPLOYEES OF THE AMERICAN ASSOCIATION FOR JUSTICE (AAJ). PLEASE SEE AAJ'S FORM 990. AAJ USES THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER: COMPENSATION COMMITTEE, COMPENSATION STUDY, FORM 990 OF OTHER ORGANIZATIONS, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. PART I, LINE 4B LINDA LIPSEN PARTICIPATES IN A SECTION 457 SUPPLEMENTAL RETIREMENT PROGRAM SPONSORED BY A RELATED ORGANIZATION, THE AMERICAN ASSOCIATION FOR JUSTICE. FORM 990, PART VI, SECTION A, LINE 1A THE NCA BOARD SHALL BE COMPOSED OF 21 MEMBERS, SERVING STAGGERED THREE-YEAR TERMS, EXCEPT WHEN A 22ND MEMBER SERVES UNDER SPECIAL CIRCUMSTANCES. EACH PRESIDENT-ELECT OF AAJ SHALL APPOINT SEVEN MEMBERS OF THE NCA BOARD, EACH OF WHOM SHALL SERVE FOR ONE YEAR UPON THE PRESIDENT-ELECT ASSUMING THE OFFICE OF PRESIDENT, ONE YEAR DURING SUCH PERSON'S TERM AS IMMEDIATE PAST PRESIDENT, AND ONE YEAR FOLLOWING SUCH PERSON'S TERM AS IMMEDIATE PAST PRESIDENT. IF THE PRESIDENT DETERMINES THAT A MEMBER OF THE BOARD IS UNABLE OR UNWILLING TO SERVE, THE PRESIDENT DECLARES THE POSITION VACANT AND SHALL APPOINT A MEMBER TO SERVE THE REMAINDER OF THE VACANT TERM. EACH PRESIDENT-ELECT MUST APPOINT AT LEAST ONE MEMBER WHO HAS NEVER PREVIOUSLY SERVED ON THE NCA BOARD. THERE SHALL BE AN EXECUTIVE COMMITTEE COMPOSED OF THE OFFICERS AND THREE MEMBERS ELECTED BY THE NCA BOARD FROM AMONG THE MEMBERS OF THE NCA BOARD. THE EXECUTIVE COMMITTEE SHALL BE AUTHORIZED TO PERFORM ALL ACTS AND FUNCTIONS WHICH THE NCA BOARD MAY ITSELF PERFORM, PROVIDED SUCH ACTS ARE NECESSARY FOR THE OPERATION AND MANAGEMENT OF THE NCA BOARD BETWEEN MEETINGS. FORM 990, PART VI, SECTION A, LINE 7A THERE SHALL BE AN EXECUTIVE COMMITTEE COMPOSED OF THE OFFICERS AND THREE MEMBERS ELECTED BY THE NCA BOARD FROM AMONG THE MEMBERS OF THE NCA BOARD. THE EXECUTIVE COMMITTEE SHALL BE AUTHORIZED TO PERFORM ALL ACTS AND FUNCTIONS WHICH THE NCA BOARD MAY ITSELF PERFORM, PROVIDED SUCH ACTS ARE NECESSARY FOR THE OPERATION AND MANAGEMENT OF THE NCA BOARD BETWEEN MEETINGS. FORM 990, PART VI, SECTION A, LINE 7B NO EXCEPT THAT THE NCA BOARD BYLAWS ARE REVIEWED AND APPROVED BY THE AAJ BOARD OF GOVERNORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY AAJ'S CFO, COO, AND THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THE NCA BOARD HAS BYLAWS THAT APPLY TO THE BOARD OF TRUSTEES AND FACULTY BUT NO WRITTEN CONFLICT OF INTEREST POLICY. ONE EXAMPLE OF ONE OF THE BYLAW PROVISIONS IS NO VENDOR OF SERVICES OR PRODUCTS TO AAJ MEMBERS OR EXHIBITORS AT NCA PROGRAMS, INCLUDING CONVENTIONS, MAY PARTICIPATE IN ANY NCA PROGRAM UNLESS HE OR SHE DOES SO SOLELY IN AN INDIVIDUAL CAPACITY, WHOLLY WITHOUT REFERENCE, IN WRITTEN MATERIAL SUBMITTED OR ANY ORAL PRESENTATION, TO HIS OR HER PRIVATE SECTOR CAPACITY. ANY SUCH PARTICIPANT SHALL ACKNOWLEDGE IN WRITING COMPLIANCE WITH THESE REQUIREMENTS AS A PREREQUISITE TO HIS OR HER PARTICIPATION. ANOTHER EXAMPLE OF A BYLAW PROVISION STATES THAT IN WRITTEN MATERIALS AND ORAL PRESENTATIONS, FACULTY MUST REFRAIN FROM SOLICITING CASES OR BUSINESS (WHETHER OF LAW OR SOME OTHER DISCIPLINE), OR ANY NON-AAJ BUSINESS, POLITICAL OR CHARITABLE ACTIVITY IN WHICH THEY ARE ENGAGED OR HAVE AN INTEREST. FACULTY MUST ALSO REFRAIN FROM SOLICITING CASES OR BUSINESS (WHETHER OF LAW OR SOME OTHER DISCIPLINE) OR ANY NON-AAJ BUSINESS, POLITICAL, OR CHARITABLE ACTIVITY IN WHICH THEY ARE ENGAGED OR TO CREATE THE APPEARANCE OF AN AAJ ENDORSEMENT IN ANY PRE- OR POST-COMMUNICATIONS TO REGISTRANTS OF A PROGRAM. SENIOR AAJ EMPLOYEES ARE REQUIRED TO DISCLOSE CONFLICTS ANNUALLY. THE AAJ GENERAL COUNSEL REVIEWS THE ANNUAL CONFLICTS OF INTEREST CERTIFICATIONS SUBMITTED BY ALL SENIOR EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15 THE CHIEF EXECUTIVE OFFICER OF THE FUND IS AN EMPLOYEE OF THE AMERICAN ASSOCIATION FOR JUSTICE (AAJ). THEIR COMPENSATION PROCESS IS AS FOLLOWS: THE CEO'S COMPENSATION IS REVIEWED AND APPROVED BY A BOARD COMMITTEE ON AN ANNUAL BASIS. COMPENSATION FOR OTHER INDIVIDUALS IS REVIEWED AND APPROVED BY MANAGEMENT, USING COMPARABLE DATA FROM SITES LIKE GUIDESTAR.ORG OR SALARYRATE.COM. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE NOT GENERALLY MADE AVAILABLE TO THE GENERAL PUBLIC, BUT IF REQUESTS FOR COPIES OF THESE DOCUMENTS WERE TO BE RECEIVED, THE ORGANIZATION WOULD CONSIDER MAKING THEM AVAILABLE TO THE REQUESTOR. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. AMERICAN ASSOCIATION FOR JUSTICE 777 6TH STREET NW STE 300 WASHINGTON DC 20001 042114561 PROMOTE A FAIR AND EFFECTIVE JUSTICE SYSTEM DC 501(C)(6) 0 AMERICAN ASSOCIATION FOR JUSTICE POLITICAL ACTION COMMITTEE 777 6TH STREET NW STE 300 WASHINGTON DC 20001 526161471 POLITICAL ACTIVITIES DC 527 AMERICAN ASSOCIATION FOR JUSTICE 0 THE AMERICAN ASSN FOR JUSTICE ROBERT L HABUSH ENDOWMENT 777 6TH STREET NW STE 300 WASHINGTON DC 20001 521964499 FUNDING BASE FOR EDUCATIONAL PROGRAMS, RESEARCH AND SCHOLARSHIPS DC 501(C)(3) LINE 12A, I AMERICAN ASSOCIATION FOR JUSTICE 0 AAJ FOUNDATION 777 6TH STREET NW STE 300 WASHINGTON DC 20001 463159400 SUPPORTING AAJ ACTIVITIES DC 501(C)(3) LINE 7 AMERICAN ASSOCIATION FOR JUSTICE 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 AMERICAN ASSOCIATION FOR JUSTICE M 1200000 COST AMERICAN ASSOCIATION FOR JUSTICE O 1101730 COST AMERICAN ASSOCIATION FOR JUSTICE P 851268 COST AMERICAN ASSOCIATION FOR JUSTICE R 250000 COST