Attach to Form 990 or 990-EZ.| Identifier | Return Reference | Explanation |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE NUMBER OF ACTIVE MEMBERS OF THE ACADEMY OF TRIAL LAWYERS OF ALLEGHENY COUNTY SHALL BE FIXED BY THE MEMBERSHIP AND SHALL NOT EXCEED TWO HUNDRED-FIFTY (250) INDIVIDUALS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | EACH ACTIVE MEMBER OF THE ACADEMY OF TRIAL LAWYERS OF ALLEGHENY COUNTY SHALL BE ENTITED TO ONE VOTE IN REGARDS TO VOTING FOR THE ORGANIZATION'S BOARD OF GOVERNORS. VOTING BY MEMBERS SHALL BE ONLY IN PERSON. MEMBERS MUST VOTE FOR THE FULL NUMBER OF PERSONS TO BE ELECTED AS GENERAL ACTIVE MEMBERS OF THE BOARD OF GOVERNORS OR THE BALLOTS OF THOSE WHO FAIL SO TO VOTE SHALL NOT BE COUNTED FOR THAT POSITION. | |
| FORM 990, PART VI, SECTION A, LINE 7B | IF THE DECISIONS OF THE BOARD OF GOVERNORS AFFECTS THE ACADEMY OF TRIAL LAWYERS OF ALLEGHENY COUNTY'S BYLAWS AND AMENDMENTS THEN THE DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO THE APPROVAL OF THE MEMBERS OF THE ORGANIZATION. | |
| FORM 990, PART VI, SECTION A, LINE 8B | THE BOARD OF GOVERNORS MAY, BY RESOLUTION OF RESOLUTIONS PASSED BY A MAJORITY OF THE ENTIRE BOARD, DESIGNATE ONE OR MORE COMITTEES TO ACT IN AN ADVISORY CAPACITY OF THE BOARD. SUCH COMMITTEE OR COMMITTEES SHALL HAVE SUCH NAME OR NAMES AS MAY BE DETERMINED FROM TIME TO TIME BY RESOLUTION ADOPTED BY THE BOARD OF GOVERNORS. THE COMMITTEES SHALL REPORT TO THE BOARD WHEN REQUESTED. THE STANDING COMMITTEES OF THE ACADEMY SHALL BE THE MEMBERSHIP COMMITTEE, THE PROGRAM COMMITTEE, THE LONG RANGE PLANNING COMMITTEE, THE ARCHIVES COMMITTEE, THE BYLAWS COMMITTEE, AND THE FINANCE COMMITTEE. THE COMMITTEE MEETINGS ARE NOT DOCUMENTED DUE TO THE COMMITTEES NOT BEING AUTHORIZED TO ACT ON BEHALF OF THE BOARD OF GOVERNORS WITHOUT SUBSEQUENT APPROVAL OF THE BOARD OF GOVERNORS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ACADEMY OF TRIAL LAWYERS OF ALLEGHENY COUNTY HAS A CPA FIRM PREPARE ITS FORM 990. THE RETURN IS COMPLETED IN DRAFT FORM AND REVIEWED BY THE EXECUTIVE DIRECTOR OF THE ORGANIZATION. THE FORM 990 IS THEN PROVIDED TO THE BOARD OF GOVERNORS FOR REVIEW BEFORE THE TAX RETURN IS FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12 | AT THIS TIME, THE ACADEMY OF TRIAL LAWYERS OF ALLEGHENY COUNTY HAS NOT IMPLEMENTED A WRITTEN CONFLICT OF INTEREST POLICY AND THEREFORE DOES NOT REQUIRE ITS BOARD MEMBERS, OFFICERS, AND EMPLOYEES TO SIGN A CONFLICT OF INTEREST FORM. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE ACADEMY OF TRIAL LAWYERS OF ALLEGHENY COUNTY HAS A PERSONNEL COMMITTEE THAT IS ESTABLISHED BEFORE THE COMPENSATION REVIEW OF THE EXECUTIVE DIRECTOR. THE COMMITTEE IS APPOINTED BY THE ENTIRE BOARD OF GOVERNORS AND CONSISTS OF 1 BOARD MEMBER, 1 OFFICER OF THE BOARD, AND INDIVIDUALS WITH EXPERTISE IN EMPLOYMENT COMPENSATION. THE PURPOSE OF THE PERSONNEL COMMITTEE IS TO MAKE RECOMMENDATIONS REGARDING THE COMPENSATION INCREASES OF THE EXECUTIVE DIRECTOR AND THEN DELIVER THE RECOMMENDATIONS TO THE ENTIRE BOARD FOR REVIEW. THE ENTIRE BOARD OF GOVERNORS REVIEWS THE RECOMMENDATIONS SUBMITTED BY THE PERSONNEL COMMITTEE AND THEN VOTES ON THE COMPENSATION INCREASES OF THE EXECUTIVE DIRECTOR. | |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ACADEMY OF TRIAL LAWYERS OF ALLEGHENY COUNTY MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART VI, SECTION C, LINE 19 | AT THIS TIME, THE ACADEMY OF TRIAL LAWYERS OF ALLEGHENY COUNTY DOES NOT MAKE ITS GOVERNING DOCUMENTS AVAILABLE TO THE GENERAL PUBLIC. THE ORGANIZATION IS NOT AUDITED OR REVIEWED AND THEREFORE DOES NOT HAVE INDEPENDENT FINANCIAL STATEMENTS AVAILABLE FOR THE VIEWING OF THE GENERAL PUBLIC. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 10,187. |
| FORM 990, PART VI, SECTION B, LINE 13: | THE ACADEMY OF TRIAL LAWYERS OF ALLEGHENY COUNTY DOES NOT HAVE A WRITTEN WHISTLEBLOWER POLICY. SINCE THE ORGANIZATIONS FORMATION DATE, THERE HAVE BEEN NO INSTANCES IN WHICH THE ORGANIZATION HAS BEEN AWARE OF ANY VIOLATIONS AGAINST THE CODE OF ETHICS. ALTHOUGH THE ACADEMY OF TRIAL LAWYERS OF ALLEGHENY COUNTY DOES NOT HAVE A WRITTEN WHISTLEBLOWER POLICY, THE ORGANIZATION IS COMMITTED TO HIGH STANDARDS OF ETHICAL, MORAL, AND LEGAL BUSINESS CONDUCT. IT IS FOR THIS REASON THAT THE ORGANIZATION IS CONSIDERING THE IMPLEMENTATION OF A WRITTEN WHISTLEBLOWER POLICY WITHIN THE NEXT YEAR. | |
| FORM 990, PART VI, SECTION B, LINE 14: | THE ACADEMY OF TRIAL LAWYERS OF ALLEGHENY COUNTY DOES NOT HAVE A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY. ALTHOUGH THE ORGANIZATION DOES NOT HAVE A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY IMPLEMENTED, THE ORGANIZATION RETAINS CERTAIN TYPES OF CORPORATE RECORDS FOR A SPECIFIED PERIOD OF TIME DEPENDING ON THE DOCUMENT TYPE. THE ORGANIZATION IS CURRENTLY IN THE PROCESS OF CONSIDERING THE IMPLEMENTATION OF A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY WITHIN THE NEXT YEAR. | |
| FORM 990, PART VI, SECTION B, LINE 12A: | THE ACADEMY OF TRIAL LAWYERS OF ALLEGHENY COUNTY DOES NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY. SINCE THE ORGANIZATIONS FORMATION DATE, THERE HAVE BEEN NO INSTANCES IN WHICH THE ORGANIZATION HAS EVER ENTERED INTO A CONFLICT OF INTEREST TRANSACTION. ALTHOUGH THE ACADEMY OF TRIAL LAWYERS OF ALLEGHENY COUNTY DOES NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY, THE ORGANIZATION UNDERSTANDS THE IMPORTANCE OF THE POLICY IF IT WOULD EVER CONTEMPLATE IN ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTEREST OF AN OFFICER OR DIRECTOR. IT IS FOR THIS REASON THAT THE ORGANIZATION IS CONSIDERING THE IMPLEMENTATION OF A WRITTEN CONFLICT OF INTEREST POLICY WITHIN THE NEXT YEAR. |
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