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← FOUNDATION II OF THE AMERICAN COLLEGE OF TRIAL LAWYERS INC

Form 990 for tax year 2022

Filed by FOUNDATION II OF THE AMERICAN COLLEGE OF TRIAL LAWYERS INC.

Totals

Total revenue
$636,679
Total expenses
$635,221
Contributions and grants received
$393,690
Grants paid
$562,163
Program service revenue
$0
Investment income
$242,989
Other revenue
$0
Total assets, end of year
$6,838,109
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$6,838,109
Program services expenses (Part IX)
$564,990
Management and general expenses
$43,406
Fundraising expenses
$26,825
Program service expenses (Part III)
$564,990

Program services were 88.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JOAN A LUKEY

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • ELIZABETH N MULVEY

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • DAVID J HENSLER

    TREASUER

    Total calculated
    $0
    Hours/week
    1

  • DAVID P ACKERMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOSEPH ARELLANO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BARTHOLOMEW J DALTON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KATHLEEN FLYNN PETERSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SAMUEL H FRANKLIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JEFFERY S LEON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PATRICIA A LYNN-FORD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KATHLEEN M TRAFFORD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • FRANCIS M WIKSTROM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DENNIS MAGGI

    ACTL EXECUTIVE DIRECTOR

    Total calculated
    $381,355
    From this org
    $0
    From related orgs
    $330,113
    Other
    $51,242
    Hours/week
    1 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $289,349 related
    Bonus
    $0 + $40,764 related
    Other
    $0
    Deferred
    $0 + $30,500 related
    Nontaxable benefits
    $0 + $20,742 related
    Filer's total
    $0 + $381,355 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

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses

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 1A
ACTL, A RELATED ORGANIZATION, PAYS FOR FIRST-CLASS TRAVEL AND REASONABLE TRAVEL RELATED EXPENSES FOR THE PRESIDENT AND THEIR SPOUSE. THE ORGANIZATION ALSO PAYS FOR TRAVEL (NOT FIRST CLASS) AND REASONABLE TRAVEL RELATED EXPENSES FOR THE EXECUTIVE DIRECTOR'S SPOUSE.
PART I, LINE 3
ACTL, A RELATED ORGANIZATION, USES A COMPENSATION SURVEY OR STUDY TO ESTABLISH COMPENSATION FOR THE EXECUTIVE DIRECTOR, SUBJECT TO APPROVAL BY THE BOARD OF REGENTS.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
14 May 2024
IRS schema version
2022v5.0
Source object
202401359349312405

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

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