Form 990 for tax year 2023
Filed by COLORADO TRIAL LAWYERS ASSOCIATION.
Totals
- Total revenue
- $2,226,010
- Total expenses
- $2,228,246
- Contributions and grants received
- $1,369,683
- Grants paid
- $0
- Program service revenue
- $816,329
- Investment income
- $30,941
- Other revenue
- $9,057
- Total assets, end of year
- $2,520,225
- Total liabilities, end of year
- $777,448
- Net assets or fund balances, end of year
- $1,742,777
- Program services expenses (Part IX)
- $1,659,046
- Management and general expenses
- $447,099
- Fundraising expenses
- $122,101
- Program service expenses (Part III)
- $1,659,046
Program services were 74.5% 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.
-
1b · Membership dues
$476,840
-
1f · All other contributions, gifts and grants
$892,843
-
2a · Program service revenue: Trial Talk/Conv Prog/Website/Briefing
total $58,445 · unrelated business $58,445
-
2b · Program service revenue: Convention/Membership Dinner
total $430,162 · excluded $430,162
-
2c · Program service revenue: Seminars/Homestudy/Committee Revenue
total $226,062 · related or exempt $226,062
-
2d · Program service revenue: Legal Handbook/Memb Directory FOP
total $6,965 · related or exempt $6,965
-
2e · Program service revenue: Board Meetings/Ticket Sales
total $20,076 · related or exempt $20,076
-
2f · All other program service revenue
total $74,619 · related or exempt $74,619
-
3 · Investment income
total $30,941 · excluded $30,941
-
5 · Royalties
total $8,202 · excluded $8,202
-
11a · Other revenue: Other Income
total $855 · unrelated business $855
-
11e · Other revenue, total
$855
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $191,699 · program services $151,442 · management and general $24,921 · fundraising $15,336
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $481,917 · program services $380,715 · management and general $62,649 · fundraising $38,553
-
8 · Pension plan contributions
total $66,605 · program services $52,618 · management and general $8,659 · fundraising $5,328
-
9 · Other employee benefits
total $91,063 · program services $71,940 · management and general $11,838 · fundraising $7,285
-
10 · Payroll taxes
total $54,288 · program services $42,888 · management and general $7,057 · fundraising $4,343
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $100,196 · management and general $100,196
-
11d · Fees: lobbying
total $232,072 · program services $232,072
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $59,684 · program services $47,150 · management and general $7,759 · fundraising $4,775
-
14 · Information technology
total $12,221 · program services $9,654 · management and general $1,589 · fundraising $978
-
15 · Royalties
total $0
-
16 · Occupancy
total $39,959 · program services $31,567 · management and general $5,195 · fundraising $3,197
-
17 · Travel
total $12,644 · program services $3,655 · management and general $8,989
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $350,175 · program services $338,171 · management and general $12,004
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $17,612 · management and general $17,612
-
24a · Other expenses: Contributions
total $4,231 · management and general $4,231
-
24b · Other expenses: Banking Fees/Pers Prop Taxes/Dues/Subs
total $77,235 · program services $3,653 · management and general $73,582
-
24c · Other expenses: Consultants/Contract Services
total $171,980 · program services $44,751 · management and general $85,750 · fundraising $41,479
-
24d · Other expenses: Political Expenses
total $238,042 · program services $238,042
-
24e · All other expenses
total $26,623 · program services $10,728 · management and general $15,068 · fundraising $827
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $469,559 · end of year $394,249
-
2 · Savings and temporary cash investments
beginning of year $227,273 · end of year $102,368
-
4 · Accounts receivable
beginning of year $14,840 · end of year $74,631
-
9 · Prepaid expenses and deferred charges
beginning of year $21,655 · end of year $23,144
-
10a · Land, buildings and equipment: cost or other basis
$87,880
-
10b · Land, buildings and equipment: accumulated depreciation
$87,880
-
11 · Investments: publicly traded securities
beginning of year $1,505,863 · end of year $1,573,182
-
15 · Other assets
beginning of year $3,274 · end of year $352,651
-
17 · Accounts payable and accrued expenses
beginning of year $117,342 · end of year $87,802
-
19 · Deferred revenue
beginning of year $415,373 · end of year $339,833
-
25 · Other liabilities
beginning of year $1,211 · end of year $349,813
-
27 · Net assets without donor restrictions
beginning of year $1,705,263 · end of year $1,739,502
-
28 · Net assets with donor restrictions
beginning of year $3,275 · end of year $3,275
Mission and programs · 2023
Mission
Education, Promotion Administration of Justice
Activities or mission (Part I)
To protect the rights of the individual, advance trial advocacy skills, and promote high ethcial standards and professionalism in the ongoing effort to preserve and improve the American system of jurisprudence
-
Seminars/Conventions-CTLA Sponsors educational programs and materials to enable the continuing education and advancement of trial lawyers, benefitting the approximate 1300 members
As filed on the 2023 return.
Listed in Part VII
-
Julie Whitacre
Executive Director
- Total calculated
- $235,921
- From this org
- $191,699
- From related orgs
- $0
- Other
- $44,222
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $190,000
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $44,222
- Filer's total
- $234,222
-
Kari Jones Dulin
President
- Total calculated
- $0
- Hours/week
- 2
-
Jason Wesoky
Vice President
- Total calculated
- $0
- Hours/week
- 2
-
Megan Matthews
Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Nicole Quintana
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
Sam Cannon
President Elect
- Total calculated
- $0
- Hours/week
- 2
-
Thomas Neville
Past President
- Total calculated
- $0
- Hours/week
- 2
-
Amanda Francis Owen
Exec-Board
- Total calculated
- $0
- Hours/week
- 1
-
Michael Kane
Exec-Board
- Total calculated
- $0
- Hours/week
- 1
-
Edward Lomena
Exec-Board
- Total calculated
- $0
- Hours/week
- 1
-
Susan Minamizono
Exec-Board
- Total calculated
- $0
- Hours/week
- 1
-
James Puga
Exec-Board
- Total calculated
- $0
- Hours/week
- 1
-
Molly Greenblatt
Exec-Board
- Total calculated
- $0
- Hours/week
- 1
-
Ben Lebsack
Exec-Board
- Total calculated
- $0
- Hours/week
- 1
-
Sommer Luther
Exec-Board
- Total calculated
- $0
- Hours/week
- 1
-
Kevin Cheney
Exec-Board
- Total calculated
- $0
- Hours/week
- 1
-
Bradley Levin
Exec-Board
- Total calculated
- $0
- Hours/week
- 1
-
Michael Nimmo
Exec-Board
- Total calculated
- $0
- Hours/week
- 1
-
Alana Anzalone
Exec-Board
- Total calculated
- $0
- Hours/week
- 1
-
Lorraine Parker
Board
- Total calculated
- $0
- Hours/week
- 1
-
Amy Rogers
Board
- Total calculated
- $0
- Hours/week
- 1
-
Kimberly Smith
Board
- Total calculated
- $0
- Hours/week
- 1
-
Stephanie Tucker
Board
- Total calculated
- $0
- Hours/week
- 1
-
Zachary Warzel
Board
- Total calculated
- $0
- Hours/week
- 1
-
Kurt Zaner
Board
- Total calculated
- $0
- Hours/week
- 1
-
Mari Newman
Board
- Total calculated
- $0
- Hours/week
- 1
-
Claire Poundstone
Board
- Total calculated
- $0
- Hours/week
- 1
-
Ben Rose
Board
- Total calculated
- $0
- Hours/week
- 1
-
Melanie Sulkin
Board
- Total calculated
- $0
- Hours/week
- 1
-
Lauren Varner
Board
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer O'Connell
Board
- Total calculated
- $0
- Hours/week
- 1
-
Allison Pritchard
Board
- Total calculated
- $0
- Hours/week
- 1
-
Haley Rank
Board
- Total calculated
- $0
- Hours/week
- 1
-
Paige Singleton
Board
- Total calculated
- $0
- Hours/week
- 1
-
Julia Thompson
Board
- Total calculated
- $0
- Hours/week
- 1
-
Stephen Wahlberg
Board
- Total calculated
- $0
- Hours/week
- 1
-
David Woodruff
Board
- Total calculated
- $0
- Hours/week
- 1
-
Danielle Beem
Board
- Total calculated
- $0
- Hours/week
- 1
-
Nelson Boyle
Board
- Total calculated
- $0
- Hours/week
- 1
-
Morgan Carroll
Board
- Total calculated
- $0
- Hours/week
- 1
-
Melissa Hailey
Board
- Total calculated
- $0
- Hours/week
- 1
-
Alyssa Hill
Board
- Total calculated
- $0
- Hours/week
- 1
-
Spencer Kontnik
Board
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer Milne
Board
- Total calculated
- $0
- Hours/week
- 1
-
William Babich
Board
- Total calculated
- $0
- Hours/week
- 1
-
Dustin Bergman
Board
- Total calculated
- $0
- Hours/week
- 1
-
Jacob Burg
Board
- Total calculated
- $0
- Hours/week
- 1
-
R Keith Fuicelli
Board
- Total calculated
- $0
- Hours/week
- 1
-
Marc Harden
Board
- Total calculated
- $0
- Hours/week
- 1
-
Edward Hopkins
Board
- Total calculated
- $0
- Hours/week
- 1
-
JC Pitt Martin
Board
- Total calculated
- $0
- Hours/week
- 1
-
Alessandra Morales
Board
- Total calculated
- $0
- Hours/week
- 1
-
J Kyle Bachus
Board
- Total calculated
- $0
- Hours/week
- 1
-
Karen Blau
Board
- Total calculated
- $0
- Hours/week
- 1
-
Anne Dieruf
Board
- Total calculated
- $0
- Hours/week
- 1
-
Gregory Gold
Board
- Total calculated
- $0
- Hours/week
- 1
-
KC Harpring
Board
- Total calculated
- $0
- Hours/week
- 1
-
Robin Levin
Board
- Total calculated
- $0
- Hours/week
- 1
-
Kaitlin Nares
Board
- Total calculated
- $0
- Hours/week
- 1
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
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
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
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433209349314673
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