2025-04-28T11:59:32-00:00 2024-08-31 990 2023-09-01 360723150 American Bar Association AMER 3129885000 321 N Clark Street Chicago IL 60654 Alpha M Brady Executive Director 3129885000 2025-04-28 false 2023 2025-03-06 01:10:19Z Alpha M Brady 321 N Clark St Chicago IL 60654 145303742 false X www.americanbar.org X 1905 IL To serve equally the members of the legal profession and the public by defending liberty and delivering justice as the national representative of the legal profession and to promote public good. 43 41 472 6000 2365163 349689 9334393 20539692 77483727 79548298 12444075 10138462 8721267 8844048 107983462 119070500 579568 527885 0 61935599 64006312 0 0 55781175 71678683 118296342 136212880 -10312880 -17142380 312769241 318819299 179895160 175774181 132874081 143045118 X To serve equally the members of the legal profession and the public by defending liberty and delivering justice as the national representative of the legal profession, to apply the knowledge and experience of the profession to promote the public good and to encourage cordial discourse among the members of the Bar. false false The ABA provides lawyers unparalleled opportunities for professional growth and service through numerous groups dedicated to specific areas of law. The Association currently has 22 Sections, which range in size from about 1,000 members to more than 30,000 7 divisions and 6 forums. All of these groups draw their membership from lawyers, judges, academics, law students and associate members with common interests. Sections include the following legal areas Administrative Law and Regulatory Practice Antitrust Law Business Law Criminal Justice Dispute Resolution Environment, Energy and Resources Family Law Health Law Civil Rights and Social Justice Intellectual Property Law International Law Labor and Employment Law Legal Education Litigation Public Contract Law Infrastructure and Regulated Industries Real Property, Trust and Estate Law Science and Technology Law State and Local Government Law Taxation Tort, Trial and Insurance Practice. Continued on Sch O false true false true false false false false true true false false true true true false true false false true false false false false false false true true true false false false false false false false false false false false true true true false true 510 0 472 true true true false false false true true false false false X 43 41 false false false false true true false true true false false true true true true true true true true false CA X Beverly Pendowski 3129885000 321 N Clark Street Chicago IL 60654 Jack L Rives Executive Director Former 040.00 001.00 X 1000477 0 7184 Alpha M Brady Executive Director 045.00 008.00 X 557881 0 32323 William K Phelan Sr Assoc. Executive Director and CFO 045.00 005.00 X 471307 0 77908 Holly O Cook Sr Assoc Exec Dir-Govt Affairs and PIL 050.00 X 405643 0 13723 William E Adams Managing Director-Legal Educ 040.00 X 354557 0 49780 Ken Zinn Chief Membership and Marketing Officer 038.00 X 373709 0 25863 Annaliese Fleming Sr Assoc Exec Dir and General Counsel 025.00 013.00 X 312593 0 56031 Amy B Eggert Sr Assoc Exec Dir and Chief of Staff 075.00 001.00 X 325308 0 24211 Peter Markos Chief Technology Officer 038.00 X 276009 0 48811 Carol Stevens Assoc Exec Director-Media Relations and Strategic Comm 040.00 X 285187 0 38821 Joshua Poje Chief Product Officer-Chief Member Experience Officer 038.00 X 248474 0 56470 Daniel D Andresen ABA ROLI Chief Operating Officer Global Programs 015.00 030.00 X 0 226038 74681 Stephanie Giggetts Deputy Managing Dir-Accreditation 038.00 X 214921 0 74161 Janae LeFlore Associate Executive Director and Chief Governance Officer 038.00 X 226465 0 24166 Candace Cavalier Division Director Human Resources 038.00 X 215234 0 22692 Amy E Horton-Newell Director-Public Interest Law 038.00 X 230138 0 5767 Jim Walsh Associate Executive Director and Chief Communication Officer 038.00 X 164713 0 51376 Mary L Smith President 050.00 010.00 X X 100000 0 0 Deborah Enix-Ross Immediate Past President 010.00 003.00 X X 50000 0 0 William R Bay President-Elect 040.00 001.00 X X 0 0 0 Palmer G Vance II Chair, House of Delegates 010.00 001.00 X X 0 0 0 Marvin SC Dang Secretary 020.00 001.00 X X 0 0 0 Frank H Langrock Treasurer 010.00 001.00 X X 0 0 0 Thomas W Lyons III Board of Governors 005.00 001.00 X 0 0 0 Thomas C Rombach Board of Governors 009.00 001.00 X 0 0 0 Thomas G Wilkinson Jr Board of Governors 005.00 001.00 X 0 0 0 Tracy A Giles Board of Governors 001.00 001.00 X 0 0 0 Jennifer Busby Board of Governors 003.00 001.00 X 0 0 0 Samuel Lester Tate III Board of Governors 001.00 001.00 X 0 0 0 Aurora Abella-Austriaco Board of Governors 007.00 001.00 X 0 0 0 Jo Ann Engelhardt Board of Governors 001.00 001.00 X 0 0 0 Grant C Killoran Board of Governors 004.00 001.00 X 0 0 0 James S Hill Board of Governors 005.00 001.00 X 0 0 0 M Joe Crosthwait Jr Board of Governors 010.00 001.00 X 0 0 0 Frank X Neuner Jr Board of Governors 003.00 001.00 X 0 0 0 Carlos A Rodriguez-Vidal Board of Governors 009.00 001.00 X 0 0 0 Elizabeth Kelly Meyers Board of Governors 002.00 001.00 X 0 0 0 Seymour Wesley James Jr Board of Governors 002.00 001.00 X 0 0 0 John Preston Bailey Board of Governors 002.00 001.00 X 0 0 0 Michael Oths Board of Governors 009.00 001.00 X 0 0 0 Daniel A Schwartz Board of Governors 008.00 001.00 X 0 0 0 Beverly A Carroll Board of Governors 003.00 001.00 X 0 0 0 James E Lockemy Board of Governors 001.00 001.00 X 0 0 0 Brian Plaut Board of Governors 010.00 001.00 X 0 0 0 Leonard H Gilbert Board of Governors 010.00 001.00 X 0 0 0 Richard M Lipton Board of Governors 002.00 001.00 X 0 0 0 Maureen O Rourke Board of Governors 002.00 001.00 X 0 0 0 Pamela C Enslen Board of Governors 001.00 001.00 X 0 0 0 Michael W Mutek Board of Governors 005.00 001.00 X 0 0 0 Anita M Ventrelli Board of Governors 004.00 001.00 X 0 0 0 Theodore H Davis Jr Board of Governors 002.00 001.00 X 0 0 0 Lucian T Pera Board of Governors 002.00 001.00 X 0 0 0 Linda L Randell Board of Governors 004.00 001.00 X 0 0 0 Victor M Marquez Board of Governors 004.00 001.00 X 0 0 0 Denise R Avant Board of Governors 004.00 001.00 X 0 0 0 Amy Lin Meyerson Board of Governors 001.00 001.00 X 0 0 0 Katherine Larkin-Wong Board of Governors 005.00 001.00 X 0 0 0 Eileen Sullivan Board of Governors 002.00 001.00 X 0 0 0 Jamie Davis Board of Governors 001.00 001.00 X 0 0 0 Christopher Steven Jennison Board of Governors 010.00 001.00 X 0 0 0 5812616 226038 683968 136 true true false Basis Global Technologies Inc 11 E Madison St Chicago IL 60602 IT Advertising 2938927 Quad Graphics Inc PO Box 644840 Pittsburgh PA 15264 Printing Services 1274554 Tekspressive LLC 114 Banyon Tree Lane Cary NC 27513 IT Services 965510 XTGLOBAL INC 2701 Dallas Pkwy Plano TX 75093 IT Services 867374 USPS 2700 Campus Drive San Mateo CA 94497 Postage Services 685000 55 11652540 8887152 20539692 Membership Dues 813920 42692758 42692758 Meeting Fees 813920 24749188 24749188 Accreditation Fees 813920 5443710 5443710 Publication Revenue 813920 4637058 4637058 Advertising 541800 1257111 1257111 768473 768473 79548298 1078514 1078514 6954137 6954137 781859 781859 781859 781859 35293190 26233242 9059948 9059948 9059948 Marketing Fees 900004 1108052 1108052 1108052 119070500 78291187 2365163 17874458 411054 116831 0 0 4484280 0 45538754 8840665 2193020 2949593 63586 769636 577689 1242244 1211580 11167097 7925281 3378376 1133158 1624921 7975959 6408346 0 23132830 2877031 0 1328792 518402 Tax 336738 Bad Debt Expense 7017 0 136212880 2225684 1460346 41970 294826 6632231 5468047 369463 314736 2848463 2920999 13960763 7898591 8097872 6062172 239956052 250786771 52597506 51511402 312769241 318819299 15336844 16038080 29135728 31368479 60820000 56017143 74602588 72350479 179895160 175774181 X 132874081 143045118 132874081 143045118 312769241 318819299 X -17142380 26842879 470538 X false true X true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false 42692758 1242841 1242841 1280783 -37942 false 17599044 293020 2574129 876855 19589338 16902886 239065 1137237 680144 17599044 19400669 209946 -2432582 275147 16902886 17098514 262853 2857820 818518 19400669 17162457 44277 655658 763878 17098514 0.36000 0.45000 0.19000 false true true 10046555 5850496 4196059 3280327 2048095 1232232 633881 633881 6062172 Financial derivatives and other financial products Closely-held equity interests Due from related parties 9510226 Operating lease right-of-use asset 42001176 51511402 Federal income taxes Pension Liability 10805879 Lease Liability 25000 States Taxes 27543 Due to Related Parties 60000 Interest Payable Note 553349 Operating lease liability 60878708 72350479 X 139495005 26842879 -6418373 20424506 119070499 119070499 129323969 265529 265529 129058440 7154440 7154440 136212880 V 4 The endowment funds are held by a tax-exempt related organization, ABA Fund for Justice and Education FJE. ABA uses the proceeds from the endowment to provide a predictable stream of funding for ABA Programs. X 2 The ABA and the FJE are qualified under the U.S. Internal Revenue Code the IRC as tax-exempt organizations or, in the case of the FJE, as a tax-exempt fund, and are exempt from tax on income related to their tax-exempt purposes under Section 501a of the IRC. The ABA is exempt from income taxes as an association described in Section 501c6 of the IRC. The FJE is exempt under Section 501c3. Management believes there are no material uncertain tax positions that require recognition in the accompanying consolidated financial statements. While exempt from income tax under IRC Section 501a, the ABA is subject to tax on income unrelated to its exempt purposes, unless that income is otherwise excluded by the IRC. XI 2d Change in pension liability 736,067, Investment fees 1,211,580, Federal and States taxes 268,997, Bad Debt expenses 7,017, Pension expenses 3,281,316, Interest expenses 2,385,530. Total other 6,418,373. XII 2d Pension allocation to a related organization FJE 265,529. Total other 265,529. XII 4b Investment fees 1,211,580, Federal and States taxes 268,997, Bad Debt expenses 7,017, Pension expenses 3,281,316, Interest expenses 2,385,530. Total other 7,154,440. Europe Including Iceland and Greenland Program Services Conference 452461 North America Program Services Conference 579176 Central America and the Caribbean Program Services Conference 489137 East Asia and the Pacific Program Services Conference 89665 1610439 1610439 false false false false false false true Arizona Attorney General's Office 2005 North Central Ave Phoenix AZ 85004 866004791 115 state agency 6000 Awards/Fellowships Attorney General of Texas 300 W 15th St Austin TX 78701 746000057 115 state agency 6000 Awards/Fellowships Commonwealth of Virginia PO Box 2478 Richmond VA 23218 546001703 115 state agency 6000 Awards/Fellowships Connecticut Dept of Consumer Protection 450 Columbus Blvd Ste 901 Hartford CT 06103 611615965 115 state agency 6000 Awards/Fellowships District of Columbia Govt 441 4th St NW Ste 1130N Washington DC 20001 536001131 115 state agency 6000 Awards/Fellowships Mississippi AG's Office 550 High St 1200 Jackson MS 39225 646000740 115 state agency 6000 Awards/Fellowships National Assn of AG 1850 M St NW 12th FL Washington DC 20036 521322260 115 state agency 6000 Awards/Fellowships NC Dept of Justice 9001 Mail service Raleigh NC 27699 561161525 116 state agency 6000 Awards/Fellowships Nebraska Dept of Justice 2115 State Capitol Lincoln NE 68509 470491233 115 state agency 6000 Awards/Fellowships New Mexico Attorney Generals Office 201 3rd Street NW Ste 300 Albuquerque NM 87102 856000565 115 state agency 6000 Awards/Fellowships New York State Dept of Law 120 Broadway New York NY 10271 146013200 115 state agency 6000 Awards/Fellowships Office of the AG Illinois 500 S Second Street Springfield IL 62701 371263861 115 state agency 6000 Awards/Fellowships Office of the AG Tennessee 425 Fifth Avenue North 2nd Flr Nashville TN 37243 626001445 115 state agency 6000 Awards/Fellowships Ofc of the Utah AG 160 East 300 South 9th FL Salt Lake City UT 84114 876000545 116 state agency 6000 Awards/Fellowships Oklahoma Attorney General 313 NE 23rd St Oklahoma City OK 73105 736017987 115 state agency 6000 Awards/Fellowships Oregon Dept of Justice 1162 Court St NE Salem OR 97301 936001740 116 state agency 6000 Awards/Fellowships Pennsylvania Office of AG 15th Floor Harrisburg PA 17120 232160277 115 state agency 6000 Awards/Fellowships Puerto Rico Department of Justice PO Box 9020192 San Juan PR 00902 660433481 115 state agency 6000 Awards/Fellowships South Carolina Attorney General 1000 Assembly St Ste 519 Columbia SC 29201 576000286 115 state agency 6000 Awards/Fellowships State of Arkansas Ofc of AG 323 Ctr St 1100 Little Rock AR 72201 716007391 115 state agency 6000 Awards/Fellowships State of Delaware 820 N French St Wilmington DE 19801 516000279 115 state agency 6000 Awards/Fellowships State of Indiana Office of AG 302 W Washington St Fl 5 Indianapolis IN 46204 356000158 115 state agency 6000 Awards/Fellowships State of Kansas Atty General 120 SW 10th Ave Topeka KS 66612 481124839 115 state agency 6000 Awards/Scholarship State of Maryland Ofc of AG 200 St Paul Pl Baltimore MD 21202 526002033 115 state agency 6000 Awards/Fellowships State of Minnesota 445 Minnesota St Ste 1200 St Paul MN 55101 416007162 115 state agency 6000 Awards/Fellowships State of Nevada Office of AG 101 North Carson St Carson City NV 89701 886000022 115 state agency 6000 Awards/Fellowships State of New Jersey Ofc of AG P O Box 45029 Newark NJ 07101 216000928 115 state agency 6000 Awards/Fellowships State of South Dakota 1302 E Hwy 14 2 Pierre SD 57501 466000364 115 state agency 6000 Awards/Fellowships State of Wyoming Ofc of AG 123 Capitol Ave Cheyenne WY 82002 830208667 115 state agency 6000 Awards/Scholarship University of South Carolina 701 S Main St Columbia SC 29208 576001153 501C3 60000 Awards/Fellowships Washington State AG 800 5th Ave Ste 2000 Seattle WA 98104 916001060 115 state agency 6000 Awards/Fellowships West Virginia AG's Office 1900 Kanawha Blvd E Charleston WV 25305 556000749 115 state agency 6000 Awards/Fellowships Wisconsin Dept of Justice 17 W Main St Madison WI 53702 396006427 115 state agency 6000 Awards/Fellowships 33 Scholarships/Awards 50 116830 Part II Line 2 Grants are made by ABA Sections/Divisions/Forums to a number of outside organizations to support the work of those groups. The funds that are donated to these outside groups are for specific projects and monitored on an as needed basis to ensure they are being used for their intended purposes. X X true true X X X false false false Jack L Rives Executive Director Former 230651 769826 6789 490 1007756 William K Phelan Sr Assoc. Executive Director and CFO 467882 3425 39096 40254 550657 Alpha M Brady Executive Director 554468 3413 19764 13893 591538 Holly O Cook Sr Assoc Exec Dir-Govt Affairs and PIL 402797 2845 10715 4654 421011 Carol Stevens Assoc Exec Director-Media Relations and Strategic Comm 283404 1783 20738 18431 324356 Annaliese Fleming Sr Assoc Exec Dir and General Counsel 311831 762 26650 31062 370305 Amy B Eggert Sr Assoc Exec Dir and Chief of Staff 323118 2190 16512 8179 349999 Ken Zinn Chief Membership and Marketing Officer 372796 913 14657 12412 400778 Janae LeFlore Associate Executive Director and Chief Governance Officer 216963 9191 311 12917 12131 251513 Jim Walsh Associate Executive Director and Chief Communication Officer 164579 134 24189 27516 216418 William E Adams Managing Director-Legal Educ 352537 2021 24426 26496 405480 Peter Markos Chief Technology Officer 251498 24511 24055 25138 325202 Amy E Horton-Newell Director-Public Interest Law 229813 325 5570 599 236307 Joshua Poje Chief Product Officer-Chief Member Experience Officer 248218 256 27032 31305 306811 Candace Cavalier Division Director Human Resources 212677 2557 13663 10940 239837 Stephanie Giggetts Deputy Managing Dir-Accreditation 214019 902 35743 38814 289478 Daniel D Andresen ABA ROLI Chief Operating Officer Global Programs 225517 520 36292 40716 303045 Part I Line 1a First-Class Travel ABA does not generally permit first class travel. However, it is contingent to fare price and situation when business class is not available. The class of service is dependent on the length of trip. In accordance with policy, use of airline loyalty program upgrades and miles should be used to obtain First Class whenever possible. Any first-class travel must be approved by the Director of Travel Services. Part I Line 1a Travel for companions National officers were offered spousal travel for general business trips during the year. Spousal travel was treated as taxable and reported on a 1099 at year end. Form 990, Part III, Line 4a Divisions include Government and Public Sector Lawyers Judicial Law Practice Law Student Senior Lawyers Solo, Small Firm and General Practice, and Young Lawyers. Forums explore new areas of developing law such as Affordable Housing and Community Development Law, Air and Space Law, Communications Law, Construction Law, Entertainment and Sports Industries Law and Franchising. Sections, Divisions and Forums within the ABA provide members a myriad of opportunities for professional development, leadership development, networking, pro bono contributions, and education within their own particular field of interest and expertise. Sections and Divisions also contribute to policy-making on issues of importance to both lawyers and the public. Sections originate many of the recommendations that become the ABAs policy positions and act as checks and balances on recommendations of other entities. Through the work of these groups, the ABA benefits the public through improvement of both the profession and the legal system. Form 990, Part III, Line 4c The ABA also published more than 150 books and eBooks that were sold or distributed to more than 85,000 customers. These books offered guidance and counsel in every legal discipline and every aspect of a legal career. Many of these excellent books would not have been published by an outside publisher because their revenue potential is not great enough for a commercial model. However, these publications are of great value to the profession, providing vital information to keep lawyers up to date on developments in the law. Thus, ABA publications serve clients, the public and courts by improving the education and professionalism of the nations lawyers. Because the ABAs mission is to serve the profession, many disciplines and authors are able to publish vital and timely information that would not otherwise be available to the profession. Form 990, Part VI, Section A, Line 6 Please see response provided to Part VI, Section A, Line 7a. Form 990, Part VI, Section A, Line 7a The ABA House of Delegates House elects the Board of Governors, and the officers which includes the President-elect, the Chair of the House of Delegates, the Secretary and the Treasurer. The House is designed to be representative of the legal profession in the United States and is comprised of ABA members in the following representative capacities State Delegates, State and Local Bar Association Delegates, Delegates-at-Large, ABA Section Delegates, ABA Division or Conference Delegates, Delegates from Affiliate Organizations, and Delegates from Territories. For purposes of election to the Board of Governors, the House is grouped into 19 geographical districts. Governors serve staggered three-year terms the House elects approximately one-third of the Board, and the President-Elect at each annual meeting. The Board of Governors consists of one member from each of the 19 geographical districts, 9 section members-at-large, 1 law student member-at-large, 1 judicial member-at-large, 2 young lawyer members-at-large, and 5 Goal III members-at-large. The President, Chair of the House, President-Elect, Immediate Past President, Secretary and Treasurer of the ABA are ex-officio members of the Board of Governors. Every third year, the Treasurer-Elect is included in the Board of Governors. Form 990, Part VI, Section B, Line 11b The draft form 990 was reviewed by the organizations management. Copies of the final 990 were provided to the Board of Governors and Audit Committee members for review prior to filing with the IRS, sufficiently in advance of the due date to allow Board and Audit Committee members the opportunity to raise questions or concerns they might have. Form 990, Part VI, Section B, Line 12c Each Board member received the Conflict of Interest COI questionnaire this year. Beginning with the 2021 February meeting, each Governor will be requested to identify if there are items on the agenda from which the Governor needs to recuse him or herself. The recusal is noted in the minutes. Form 990, Part VI, Section B, Line 15a The President and President-elect are directly responsible to evaluate the compensation of the Executive Director on an annual basis, after consultation with others on the Executive Committee as well as the Board of Governors Executive Compensation Committee. As appropriate, the ABA has contracted with Quatt Associates for a tailored executive compensation study and recommendations. Since at least 2015, the ABA has participated in the annual Quatt Professional Association Compensation Survey, which provides compensation data on comparable non-profit entities. The Survey results are shared with ABA HR and available to the Executive Committee and the Executive Compensation Committee as well. After consultation with the Executive Compensation Committee and the rest of the Executive Committee, the President and President-elect undertake a detailed analysis of the Executive Directors performance and determine appropriate compensation. The Board of Governors is briefed on these matters by the President of the Association. Form 990, Part VI, Section B, Line 15b Compensation of key employees other than the Executive Director is based on comparative analyses conducted by the Associations Human Resources Department. That information is reviewed for the Executive Directors approval and then implemented. Performance determines continued employment as well as any pay increases and possible bonuses. Form 990, Part VI, Section B, Line 19 The ABAs Constitution and Bylaws, Business Conduct Standards, Conflict of Interest Policy, and the Audited Financial Statements are available on ABAs Website https//www.americanbar.org/abouttheaba/ Form 990, Part XI, Line 9 Pension changes other than net periodic pension cost 736,067, Pension allocation to a related organization FJE 265,529, Total other changes in net assets or fund balances 470,538. ABA Fund for Justice & Education 321 N Clark Street Chicago IL 60654 366110299 Public Service IL 501c3 12a ABA true American Bar Endowment 321 N Clark Street Chicago IL 60654 362384321 Grants IL 501c3 7 N/A false American Bar Foundation 750 N Lake Shore Drive Chicago IL 60611 366110271 Research IL 501c3 7 N/A false National Judicial College Judicial College Building MS 358 Reno NV 89557 942427596 Education NV 501c3 2 N/A false ABA Retirement Funds 321 N Clark St Chicago IL 60654 362550367 Benefit Plans IL N/A C Corp false American Lawyers Insurance Plans Inc 321 N Clark St Chicago IL 60654 363650005 Insurance IL ABE C Corp false false false true false false false false false false true false true false false false false true false false ABA Fund for Justice & Education c 11647540 Cash