2026-04-14T16:05:23-05:00 2025-05-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990 2024-06-01 581900303 THE ACADEMY OF ADOPTION AND ASSISTED REPRODUCTION ATTORNEYS INC ACAD 3174078422 859 RIVERSIDE DRIVE 9 GREENWOOD IN 46142 ROBERT B KIRSH TREASURER 3174078422 2026-04-13 1 1 CASSE TATE P01271193 3175802000 2026-04-12 2024 2025-03-06 01:10:19Z MARGARET E SWAIN 859 RIVERSIDE DRIVE 9 GREENWOOD IN 46142 742318 0 X WWW.ADOPTIONART.ORG X 1990 DC THE ACADEMY OF ADOPTION AND ASSISTED REPRODUCTION ATTORNEYS (AAAA) IS A CREDENTIALED ORGANIZATION DEDICATED TO THE COMPETENT AND ETHICAL PRACTICE OF ADOPTION AND ASSISTED REPRODUCTION LAW. IT ADVOCATES FOR LAWS AND POLICIES TO PROTECT THE BEST INTERESTS OF CHILDREN, THE LEGAL STATUS OF FAMILIES FORMED THROUGH ADOPTION AND ASSISTED REPRODUCTION, AND THE RIGHTS OF ALL INTERESTED PARTIES. 12 9 1 30 0 0 0 0 588065 729233 2777 6361 10519 6724 601361 742318 12511 15628 0 0 152075 153662 0 0 0 468373 612812 632959 782102 -31598 -39784 374968 359988 0 0 374968 359988 X THE ACADEMY OF ADOPTION AND ASSISTED REPRODUCTION ATTORNEYS (AAAA) IS A CREDENTIALED ORGANIZATION DEDICATED TO THE COMPETENT AND ETHICAL PRACTICE OF ADOPTION AND ASSISTED REPRODUCTION LAW. IT ADVOCATES FOR LAWS AND POLICIES TO PROTECT THE BEST INTERESTS OF CHILDREN, THE LEGAL STATUS OF FAMILIES FORMED THROUGH ADOPTION AND ASSISTED REPRODUCTION, AND THE RIGHTS OF ALL INTERESTED PARTIES. 0 0 AAAA IS A CREDENTIALED, NONPROFIT ORGANIZATION OF ATTORNEYS, JUDGES AND LAW PROFESSORS, ALL OF WHOM ARE DISTINGUISHED IN THE LEGAL FIELDS OF ADOPTION AND ASSISTED REPRODUCTIVE TECHNOLOGY. OUR FELLOWS ARE A HIGHLY VETTED, EXPERIENCED GROUP, COMMITTED TO THE ETHICAL PRACTICE OF ADOPTION AND ASSISTED REPRODUCTIVE TECHNOLOGY LAW, WHOSE MISSION IS THE PROTECTION OF AND SUPPORT OF THE RIGHTS OF ALL FAMILIES, AND TO ENSURE APPROPRIATE CONSIDERATION OF ALL PARTIES' INTERESTS, INCLUDING CHILDREN, AND THE LEGAL SECURITY OF PARENTAL RIGHTS IN ADOPTION AND ASSISTED REPRODUCTIVE TECHNOLOGY MATTERS. AAAA HAS BEEN A KEY PLAYER IN ESTABLISHING AND PRESERVING THE ABILITY OF ADOPTIVE PARENTS TO OFFSET THE EXPENSE OF ADOPTION BY THE FEDERAL ADOPTION EXPENSE TAX CREDIT. THE ACADEMY OF ADOPTION AND ASSISTED REPRODUCTION ATTORNEYS PLAYS A LEADING ROLE IN THE DEVELOPMENT OF LAWS, POLICIES, AND PRACTICES DESIGNED TO BENEFIT AND INSURE CONSIDERATION OF ALL PARTIES INTERESTS IN THE AREAS OF ADOPTION AND ASSISTED REPRODUCTIVE TECHNOLOGY. AAAA FELLOWS ARE LEGAL THOUGHT LEADERS IN THEIR FIELDS OF PRACTICE AND AAAA IS RECOGNIZED BY THOSE ON CAPITOL HILL AS THE AUTHORITY ON ADOPTION AND ASSISTED REPRODUCTION LAW. AS AN ORGANIZATION, AND THROUGH ITS MEMBERS AND COMMITTEES, AAAA HAS PROVIDED AMICUS CURIAE ASSISTANCE IN NUMEROUS COURT CASES AND HAS PROVIDED ADVICE TO MEMBERS OF CONGRESS AND KEY AGENCIES ON MULTIPLE ISSUES IMPACTING ADOPTION AND ASSISTED REPRODUCTION, INCLUDING VA BENEFITS, THE DRAFTING OF THE UNIFORM ADOPTION ACT AND THE DRAFTING AND PRESERVATION OF THE ADOPTION TAX CREDIT. 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 1 1 0 0 0 0 0 0 0 0 X 12 9 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 IN X JENNIE SULLIVAN 3174078422 859 RIVERSIDE DRIVE 9 GREENWOOD IN 46142 SHERRIANN HICKS PRES THRU MAY 2025 11.00 X X 14000 0 0 MERYL ROSENBERG PRES STARTING MAY 2025 10.00 X X 0 0 0 ROBIN FLEISCHNER DEPUTY TO THE PRES THRU MAY 2025 3.00 X X 0 0 0 KIM SURRATT DEPUTY TO THE PRES STARTING MAY 2025 3.00 X X 0 0 0 JANNA ANNEST PRES ELECT STARTING MAY 2025 3.00 X 0 0 0 MARGARET SWAIN IMMEDIATE PAST-PRES THRU MAY 2025 3.00 X X 0 0 0 ROB KIRSH TREASURER/TRUSTEE 5.00 X X 0 0 0 DEBRA GUSTON ADOPTION POLICY DIR THRU MAY 2025 9.00 X X 11000 0 0 JENNIE SULLIVAN SECRETARY 3.00 X X 0 0 0 GENIE MILLER GILLESPIE ADOPTION POLICY DIR STARTING MAY 2025 9.00 X X 0 0 0 NIDHI DESAI ART POLICY DIRECTOR 9.00 X X 11000 0 0 LANCE RICH TRUSTEE THRU MAY 2025 3.00 X 0 0 0 THERESA ROETTER TRUSTEE 3.00 X 0 0 0 KELLY DEMPSEY TRUSTEE 3.00 X 0 0 0 KATIE JAY TRUSTEE THRU MAY 2025 3.00 X 0 0 0 TIM ELRICH TRUSTEE STARTING MAY 2025 3.00 X 0 0 0 GREG FRANKLIN TRUSTEE STARTING MAY 2025 3.00 X 0 0 0 BARBARA GINN TRUSTEE STARTING MAY 2025 3.00 X 0 0 0 NORA ZUCKERMAN TRUSTEE STARTING MAY 2025 3.00 X 0 0 0 36000 0 0 0 0 0 0 0 ANNUAL MEETINGS 624110 425769 425769 MEMBERSHIP DUES 624110 296153 296153 CONTINUING LEGAL EDUCA 624110 6662 6662 AWARD SPONSORS 624110 649 649 729233 6361 6361 CREDIT CARD CASH BACK 900099 689 689 6035 6035 6724 742318 729233 0 13085 15628 44000 98936 2850 7876 2500 49500 18278 11632 7465 46311 7200 19349 440819 616 4158 CORPORATE FILINGS 2603 MEMBER SERVICES 2228 WEBINAR 153 782102 51881 5977 128068 134430 468 0 4729 3542 961 1187 193590 218394 374968 359988 0 0 X 374968 359988 374968 359988 374968 359988 -39784 24804 0 X X 0 1 X 1 0 0 0 1 296123 49500 -39349 10151 97721 -87570 4729 3542 1187 1187 X 767122 24804 24804 742318 0 742318 782102 0 782102 0 782102 PART X, LINE 2: THE ACADEMY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE, THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE INTERNAL REVENUE CODE. THERE WAS NO UNRELATED BUSINESS INCOME FOR THE YEAR ENDED MAY 31, 2025. THE ACADEMY FILES ANNUAL INFORMATION TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. THE ACADEMY IS NO LONGER SUBJECT TO U.S. FEDERAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2022. MANAGEMENT BELIEVES THAT THE ACADEMY'S INCOME TAX FILING POSITIONS WILL BE SUSTAINED ON AUDIT AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WILL RESULT IN A MATERIAL CHANGE. 1 THE CONGRESSIONAL COALITION ON ADOPTION INSTITUTE 200 MASSACHUSETTE AVE NW SUITE 700 WASHINGTON DC 20001 542035617 501(C)(3) 5100 0 ANGELS IN ADOPTION SPONSOR & EVENT RESOLVE INC DBA THE NATIONAL INFERTILITY ASSOCIATION 1660 INTERNATIONAL DR STE 600 MCLEAN VA 221024877 237413696 501(C)(3) 5750 0 NIGHT OF HOPE SPONSOR & EVENT 2 0 PART I, LINE 2: THE ORGANIZATION MONITORS GRANTS THROUGH WRITTEN REPORTS AND ONGOING COMMUNICATION WITH RECIPIENT ORGANIZATIONS TO ENSURE FUNDS USED ARE CONSISTENT WITH THE ORGANIZATION'S MISSION. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF AAAA DECIDE ON THE DUES ASSESSMENTS AND ANY CHANGES TO THE BYLAWS. SEE PART VI, SECTION A, LINE 7B. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS VOTE ON THE TRUSTEE APPOINTMENTS, BUT DO NOT APPROVE DECISIONS MADE BY THE TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B MEMBERSHIP DUES AND BYLAWS ARE SUBJECT TO MEMBER APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS APPROVED BY THE IMMEDIATE PAST PRESIDENT, PRESIDENT, PRESIDENT-ELECT, EXECUTIVE DIRECTOR AND TREASURER REVIEW THE DRAFT AND APPROVE IT BEFORE SIGNING. THE RETURN IS THEN PROVIDED TO THE ENTIRE BOARD. FORM 990, PART VI, SECTION B, LINE 15: OFFICER COMPENSATION IS APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST. THE BOARD CHAIR OR COMMITTEE CHAIR IS RESPONSIBLE FOR DETERMINING THE REMEDIAL OR CORRECTIVE ACTION THAT NEEDS TO BE TAKEN, IF ANY. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI: THIS RETURN IS PREPARED USING THE MODIFIED CASH METHOD.