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Nonprofiteer
← AMERICAN ASSOCIATION FOR JUSTICE ROBERT L HABUSH ENDOWMENT

Form 990 for tax year 2022

Filed by AMERICAN ASSOCIATION FOR JUSTICE ROBERT L HABUSH ENDOWMENT.

Totals

Total revenue
$491,468
Total expenses
$823,190
Contributions and grants received
$0
Grants paid
$592,339
Program service revenue
$0
Investment income
$491,468
Other revenue
$0
Total assets, end of year
$23,250,916
Total liabilities, end of year
$166,458
Net assets or fund balances, end of year
$23,084,458
Program services expenses (Part IX)
$592,339
Management and general expenses
$230,851
Fundraising expenses
$0
Program service expenses (Part III)
$592,339

Program services were 72.0% 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.

  • 3 · Investment income

    total $515,553 · excluded $515,553

  • 7a · Gross sales of assets other than inventory

    securities $14,836,440

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

    securities $14,860,525

  • 7c · Gain or loss

    securities -$24,085

  • 7d · Net gain or loss

    total -$24,085 · excluded -$24,085

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $541,589 · program services $541,589

  • 2 · Grants to domestic individuals

    total $50,750 · program services $50,750

  • 11a · Fees: management

    total $40,356 · management and general $40,356

  • 11c · Fees: accounting

    total $4,990 · management and general $4,990

  • 11f · Fees: investment management

    total $176,489 · management and general $176,489

  • 13 · Office expenses

    total $624 · management and general $624

  • 19 · Conferences, conventions and meetings

    total $5,922 · management and general $5,922

  • 24a · Other expenses: OTHER EXPENSES

    total $2,470 · management and general $2,470

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $743,976 · end of year $249,199

  • 4 · Accounts receivable

    beginning of year $32,478 · end of year $45,882

  • 11 · Investments: publicly traded securities

    beginning of year $22,206,915 · end of year $22,955,640

  • 15 · Other assets

    beginning of year $195 · end of year $195

  • 17 · Accounts payable and accrued expenses

    beginning of year $114,103 · end of year $25,194

  • 18 · Grants payable

    beginning of year $395,155 · end of year $136,274

  • 25 · Other liabilities

    beginning of year $5,278 · end of year $4,990

  • 28 · Net assets with donor restrictions

    beginning of year $22,469,028 · end of year $23,084,458

Mission and programs · 2022

Mission

THE MISSION OF THE AMERICAN ASSOCIATION FOR JUSTICE ROBERT L. HABUSH ENDOWMENT, IN CONJUNCTION WITH AAJ, IS TO PRESERVE AND PROTECT THE CIVIL JUSTICE SYSTEM AND INDIVIDUAL RIGHTS. IT ACCOMPLISHES THIS THROUGH THE FOLLOWING PRIORITIES:--PROVIDING CONSISTENT PUBLIC EDUCATION AND RESEARCH TO PROMOTE INFORMED PUBLIC DIALOGUE ON, UNDERSTANDING OF AND APPRECIATION FOR THE CIVIL JUSTICE SYSTEM; --SPONSORING PRESTIGIOUS EDUCATION PROGRAMS AND WELL-RECEIVED PUBLICATIONS FOR JUDGES AND LAW PROFESSORS; AND, --FUNDING INNOVATIVE SCHOLARSHIPS AND FAR REACHING RESEARCH ON THE CIVIL JUSTICE SYSTEM AND INDIVIDUAL RIGHTS.

Activities or mission (Part I)

THE ENDOWMENT WAS CREATED TO PROVIDE A PERMANENT FUNDING BASE TO SUPPORT RESEARCH, EDUCATIONAL PROGRAMS, AND SCHOLARSHIPS TO PRESERVE AND PROTECT THE CIVIL JUSTICE SYSTEM AND INDIVIDUAL RIGHTS.

  • TO HELP FUND EMPIRICAL RESEARCH PROJECTS ON SUBSTANTIAL AREAS OF THE LAW INCLUDING ISSUES RELATING TO ENDING FORCED ARBITRATION, THE PREEMPTION OF STATE LAW, IMMUNITY, JURY BIAS, AND TORT TAX ISSUES.

    Expenses $592,339 · Grants $592,339

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Anthony Tarricone

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Stephen J Herman

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Frederick Schenk

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Julie Braman Kane

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Robert L Habush

    DIRECTOR EMERITUS

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Kathleen Flynn Peterson

    EX OFFICIO

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Larry S Stewart

    EX OFFICIO

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Mary E Alexander

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Lisa Blue

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Roxanne Barton Conlin

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Yvonne M Flaherty

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Sidney W Gilreath

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Rodney G Gregory

    BOARD OF DIRECTORS (THRU 12/22)

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Richard D Hailey

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Alfred K Nippert Jr

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    1
  • Antonio M Romanucci

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Elise R Sanguinetti

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Todd A Smith

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Larry A Tawwater

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • C Gibson Vance

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Derrick L Walker

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Jeanmarie Whalen

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Anne B Enos

    CHIEF OPERATING OFFICER

    Total calculated
    $311,547
    From this org
    $0
    From related orgs
    $295,308
    Other
    $16,239
    Hours/week
    1 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $294,078 related
    Bonus
    $0
    Other
    $0 + $1,230 related
    Deferred
    $0 + $14,500 related
    Nontaxable benefits
    $0 + $4,339 related
    Filer's total
    $0 + $314,147 related
  • Thomas Fischetti

    CHIEF FINANCIAL OFFICER

    Total calculated
    $265,352
    From this org
    $0
    From related orgs
    $240,214
    Other
    $25,138
    Hours/week
    1 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $236,152 related
    Bonus
    $0
    Other
    $0 + $4,062 related
    Deferred
    $0 + $12,027 related
    Nontaxable benefits
    $0 + $14,373 related
    Filer's total
    $0 + $266,614 related
  • Anjali Jesseramsing

    GENERAL COUNSEL

    Total calculated
    $334,648
    From this org
    $0
    From related orgs
    $286,992
    Other
    $47,656
    Hours/week
    1 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $283,746 related
    Bonus
    $0
    Other
    $0 + $3,246 related
    Deferred
    $0 + $14,500 related
    Nontaxable benefits
    $0 + $34,488 related
    Filer's total
    $0 + $335,980 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)

PART I, LINE 3
ALL PERSONNEL PROVIDING SERVICES TO THE FUND ARE EMPLOYEES OF THE AMERICAN ASSOCIATION FOR JUSTICE (AAJ). THE CHIEF OPERATING OFFICER OF AAJ IS THE TOP MANAGEMENT OFFICIAL OF THE ENDOWMENT. THE COO'S COMPENSATION IS REVIEWED AND APPROVED BY MANAGEMENT, USING COMPARABLE DATA FROM SITES LIKE GUIDESTAR.ORG OR SALARYRATE.COM.

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

  • AAJ FOUNDATION

    501(C)(3) · SUPPORTING AAJ ACTIVITIES · DC

    Directly controlled by AMERICAN ASSOCIATION FOR JUSTICE

  • AMERICAN ASSOCIATION FOR JUSTICE

    501(C)(6) · PROMOTE A FAIR AND EFFECTIVE JUSTICE SYSTEM · DC

  • AMERICAN ASSOCIATION FOR JUSTICE EDUCATION FUND

    501(C)(3) · EDUCATIONAL FOUNDATION · DC

    Directly controlled by AMERICAN ASSOCIATION FOR JUSTICE

  • AMERICAN ASSOCIATION FOR JUSTICE POLITICAL ACTION COMMITTEE

    527/SSF · POLITICAL ACTIVITIES · DC

    Directly controlled by AMERICAN ASSOCIATION FOR JUSTICE

Provenance

Return type
form_990
Tax year
2022
Filed
17 May 2024
IRS schema version
2022v5.0
Source object
202401439349300420

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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