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Nonprofiteer
← FOUNDATION OF THE FEDERAL BAR ASSOCIATION

Form 990 for tax year 2022

Filed by FOUNDATION OF THE FEDERAL BAR ASSOCIATION.

Totals

Total revenue
$2,827,391
Total expenses
$541,201
Contributions and grants received
$2,779,921
Grants paid
$366,894
Program service revenue
$0
Investment income
$38,552
Other revenue
$8,918
Total assets, end of year
$4,448,404
Total liabilities, end of year
$3,500
Net assets or fund balances, end of year
$4,444,904
Program services expenses (Part IX)
$446,879
Management and general expenses
$94,322
Fundraising expenses
$0
Program service expenses (Part III)
$446,879

Program services were 82.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $2,597,611

  • 1f · All other contributions, gifts and grants

    $182,310

  • 3 · Investment income

    total $60,082 · excluded $60,082

  • 7a · Gross sales of assets other than inventory

    securities $74,903

  • 7b · Less cost or other basis and sales expenses

    securities $96,433

  • 7c · Gain or loss

    securities -$21,530

  • 7d · Net gain or loss

    total -$21,530 · excluded -$21,530

  • 8a · Fundraising events: gross income

    $17,923

  • 8b · Fundraising events: direct expenses

    $9,005

  • 8c · Net income from fundraising events

    total $8,918 · excluded $8,918

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $291,544 · program services $291,544

  • 2 · Grants to domestic individuals

    total $75,350 · program services $75,350

  • 11a · Fees: management

    total $55,000 · management and general $55,000

  • 11c · Fees: accounting

    total $8,600 · management and general $8,600

  • 11f · Fees: investment management

    total $7,773 · management and general $7,773

  • 11g · Fees: other

    total $16,717 · management and general $16,717

  • 13 · Office expenses

    total $53,843 · program services $50,490 · management and general $3,353

  • 17 · Travel

    total $16,709 · program services $16,709

  • 19 · Conferences, conventions and meetings

    total $12,786 · program services $12,786

  • 23 · Insurance

    total $1,829 · management and general $1,829

  • 24a · Other expenses: Other program expenses

    total $1,050 · management and general $1,050

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $14,804 · end of year $6,954

  • 2 · Savings and temporary cash investments

    beginning of year $668,126 · end of year $682,566

  • 3 · Pledges and grants receivable

    beginning of year $94,698 · end of year $14,950

  • 11 · Investments: publicly traded securities

    beginning of year $1,337,117 · end of year $1,477,699

  • 15 · Other assets

    beginning of year $0 · end of year $2,266,235

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,500 · end of year $3,500

  • 25 · Other liabilities

    beginning of year $55,730 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $1,165,280 · end of year $3,684,900

  • 28 · Net assets with donor restrictions

    beginning of year $888,235 · end of year $760,004

Mission and programs · 2022

Mission

Promote and support legal research and education; advance the science of jurisprudence and facilitate the administration of justice; and foster improvements in the practice of federal law.

  • Judicial Research and Education: From time to time, the Foundation provides support for the conduct of research, programs, and education relating to the federal courts and federal jurisprudence. This program provides funding and other support for analytical research and educational programs and activities on a broad range of subject matters, including the history and role of the federal court system and the judiciary, the structure and operation of the courts, the independence of the judiciary, federal jurisprudence, and the relevance of the rule of law to society.In FY23, the Foundation fiscally sponsored the The Justice & Democracy Centers of Minnesota Project for FBA Minnesota.See Schedule O for continuation

    Expenses $243,257 · Grants $243,257

  • Community Outreach Programs:Chapter Community Outreach Grants - The Foundation provides funding to support community service or outreach projects that involve FBA chapter participation. Projects must address the need for legal services in the community or fall under any component of the Foundation's mission.Diversity Grants - This grant program, established in 2017, supports educational, community service, or outreach projects or programs with a diversity focus. FBA Chapters, Sections, Divisions and Members are encouraged to participate. This grant was designed to address an ongoing need within local communities.See Schedule O for continuation

    Expenses $91,563 · Grants $28,287

  • Awards and Recognition Programs: The Foundation funds the following FBA awards and recognition, through generous donations given for these purposes:Elaine R. "Boots" Fisher Award - This award is intended to stimulate, encourage, and recognize exemplary community, public and charitable service by members of the FBA. The Foundation makes an annual charitable contribution of $1,000 to an organization for which an FBA member has performed outstanding public service.See Schedule O for continuation

    Expenses $49,209 · Grants $32,500

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $62,850 · Grants $62,850

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • Aaron Bulloff

    President

    Total calculated
    $0
    Hours/week
    1

  • Ashley L Belleau

    Vice President

    Total calculated
    $0
    Hours/week
    0.5

  • Hon Michael Newman

    Treasurer

    Total calculated
    $0
    Hours/week
    0.5

  • Stephen Jackson

    Secretary

    Total calculated
    $0
    Hours/week
    0.5

  • James R Hammerschmidt

    Historian and Fellows Chair

    Total calculated
    $0
    Hours/week
    0.5

  • Erin Brown

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Calvert Chipchase

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Hon Donna Phillips Currault

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • David Guerry

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Winston M Haythe

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Karen King

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Bruce Moyer

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Stacy King

    Executive Director

    Total calculated
    $276,694
    From this org
    $0
    From related orgs
    $256,475
    Other
    $20,219
    Hours/week
    2 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $251,475 related
    Bonus
    $0 + $5,000 related
    Other
    $0
    Deferred
    $0 + $9,031 related
    Nontaxable benefits
    $0 + $11,188 related
    Filer's total
    $0 + $276,694 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 3:
Federal Bar Association's (related organization) methods to establish the compensation of the organization's CEO/Executive Director include a compensation committee, Form 990 of other organizations, and approval by the board or compensation committee.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
17 April 2024
IRS schema version
2022v5.0
Source object
202421089349301137

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