Form990
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
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OMB No. 1545-0047
2018
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 09-01-2018 , and ending 08-31-2019
BCheck if applicable:
CName of organization
American Bar Association Fund for Justice and Education
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
321 N Clark Street
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Chicago, IL60654
D Employer identification number

36-6110299
E Telephone number

G Gross receipts $ 67,953,592
F Name and address of principal officer:
Jack L Rives
321 N Clark Street
Chicago,IL60654
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.americanbar.org/fje
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization: Fund of ABA
L Year of formation: 1961
M State of legal domicile: IL
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: The Fund for Justice Education FJE was created to support the American Bar Associations ABA law-related and public services education programs.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 43
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 41
5 Total number of individuals employed in calendar year 2018 (Part V, line 2a) ...... 5 398
6 Total number of volunteers (estimate if necessary) ............. 6 10,000
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b  
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 71,347,967 64,234,995
9 Program service revenue (Part VIII, line 2g) ......... 1,789,899 2,015,009
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 1,381,828 233,291
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 53,726 56,345
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 74,573,420 66,539,640
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 5,838,410 6,119,213
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 32,694,858 35,715,313
16a Professional fundraising fees (Part IX, column (A), line 11e) .....   0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet1,131,425    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 34,852,087 35,018,771
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 73,385,355 76,853,297
19 Revenue less expenses. Subtract line 18 from line 12....... 1,188,065 -10,313,657
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 29,929,630 28,164,546
21 Total liabilities (Part X, line 26)............. 10,630,495 18,298,044
22 Net assets or fund balances. Subtract line 21 from line 20..... 19,299,135 9,866,502
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
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Signature of officer Date
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Type or print name and title
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Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2018)
Form 990 (2018)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: The Fund for Justice Education FJE was created to support the American Bar Associations ABA law-related and public services education programs.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 33,494,050 including grants of $ 3,422,270 ) (Revenue $ 8,520 )
ABA ROLI implements legal technical assistance programs in roughly 50 countries in Africa, Asia and the Pacific, Europe and Eurasia, Latin America and the Middle East and North Africa. Over the course of a given year, ABA ROLI implements over 100 distinct programs, often more than one in a given country, most of which are concentrated in one of four program areas, Governance and Justice System Strengthening Human Rights and Access to Justice, Transitions, Conflict Mitigation, and Peace building, and Inclusive and Sustainable Development. In Africa, ABA ROLI has been active promoting access to justice for survivors of sexual and gender-based violence advancing human rights, notably by combatting hereditary slavery strengthening the formal and customary justice sectors and building the capacity of local civil society organizations to advocate for human rights and the rule of law. Continued on Schedule O
4b (Code:   ) (Expenses $ 14,958,271 including grants of $   ) (Revenue $   )
The Commission on Immigration Commission directs the American Bar Associations ABAs efforts to ensure fair treatment and full due process rights for immigrants and asylum seekers within the United States. The ABA has been actively involved in reviewing national immigration laws for several decades and has adopted over 60 policies addressing the substantive and procedural rights of immigrants and asylum seekers in the United States. The ABA has promoted legislation that comprehensively, realistically, and humanely addresses the undocumented population and the vital need for immigrant labor. The Commission is comprised of thirteen Commission Members and a ten member Advisory Committee, individuals who come from diverse backgrounds including private practice, non profit agencies, governmental agencies, law professors, judges and more. Continued on Schedule O
4c (Code:   ) (Expenses $ 3,623,116 including grants of $ 1,033,552 ) (Revenue $ 109,585 )
The ABA Center on Children and the Laws mission is to promote access to justice for children and families. Our staff of 15 legal and core professionals work on grant funded projects across the country that are unified by two complementary goals, to improve legal representation and to improve the legal systems that impact children and families lives. We achieve our mission and goals through a three tiered approach. First, the Center works in individual communities across the country where it partners with local stakeholders including courts, child welfare agencies, lawyers, tribes, schools, and legislators to build the capacity of legal practices and systems that serve children well and to help change those that do not. Second, informed by that local work and by our position within a 400,000 member professional association, the Center collaborates with other national organizations to provide influential guidance on legal programs and policy reforms that affect child and family well being on a national level. Continued on Schedule O
4d Other program services (Describe in Schedule O.)
(Expenses $ 2,218,139 including grants of $ 1,663,391 ) (Revenue $ 1,896,904 )
4e Total program service expensesMediumBullet54,293,576
Form 990 (2018)
Form 990 (2018)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II..............
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III.................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I..................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III.............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII .................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
Yes
 
Form 990 (2018)
Form 990 (2018)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I............
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L,
Part IV........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I.
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II...........
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
Yes
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
315
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
Form 990 (2018)
Form 990 (2018)
Page 5
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
398
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletBA , CT , CG , EG , ES , JO , KZ , KG , LI , LY , MK , ML , MX , MD , MO , PE , RP , SO , SF , TI , TS , VM
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? If "Yes," see instructions and file Form 4720, Schedule N .....
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income?
If "Yes," complete Form 4720, Schedule O ................
16
 
No
Form 990 (2018)
Form 990 (2018)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
43
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
41
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
AK , AR , CA , CT , DC , GA , HI , IL , KY , MA , ME , MI , MN , NC , ND , NH , NJ , NM , NV , NY , OH , OK , OR , PA , SC , TN , UT , VA , WA , WI , WV
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletWilliam K Phelan321 N Clark Street   Chicago,IL60654 (312) 988-5000
Form 990 (2018)
Form 990 (2018)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Robert M Carlson......................................................................
President
 3.00
.................
50.00 		X   X       0 45,074 0
(2) Judy Perry Martinez......................................................................
President-Elect
 5.00
.................
55.00 		X   X       0 0 0
(3) William R Bay......................................................................
Chair, House of Delegates
 1.00
.................
18.00 		X   X       0 0 0
(4) Mary L Smith......................................................................
Secretary
 1.00
.................
15.00 		X   X       0 0 0
(5) Michelle A Behnke......................................................................
Treasurer
 5.00
.................
18.00 		X   X       0 0 0
(6) Hilarie Bass......................................................................
Immediate Past President
 3.00
.................
40.00 		X   X       0 0 0
(7) Frank H Langrock......................................................................
Board of Governors
 1.00
.................
12.00 		X           0 0 0
(8) W Anthony Jenkins......................................................................
Board of Governors
 1.00
.................
1.00 		X           0 0 0
(9) Lynn Fontaine Newsome......................................................................
Board of Governors
 1.00
.................
4.00 		X           0 0 0
(10) Allen C Goolsby......................................................................
Board of Governors
 1.00
.................
4.00 		X           0 0 0
(11) Charles E English Jr......................................................................
Board of Governors
 1.00
.................
4.00 		X           0 0 0
(12) Lee A DeHihns III......................................................................
Board of Governors
 1.00
.................
5.00 		X           0 0 0
(13) J Timothy Eaton......................................................................
Board of Governors
 1.00
.................
2.00 		X           0 0 0
(14) Andrew Joshua Markus......................................................................
Board of Governors
 1.00
.................
2.00 		X           0 0 0
(15) Susan M Holden......................................................................
Board of Governors
 1.00
.................
4.00 		X           0 0 0
(16) David S Houghton......................................................................
Board of Governors
 1.00
.................
6.00 		X           0 0 0
(17) Leslie Miller......................................................................
Board of Governors
 1.00
.................
5.00 		X           0 0 0
Form 990 (2018)
Form 990 (2018)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Randall D Noel........................................................................
Board of Governors
 1.00
.......................6.00 		X           0 0 0
(19) Maryann Elizabeth Foley........................................................................
Board of Governors
 1.00
.......................2.00 		X           0 0 0
(20) Andrew James Demetriou........................................................................
Board of Governors
 1.00
.......................10.00 		X           0 0 0
(21) Mark H Alcott........................................................................
Board of Governors
 1.00
.......................7.00 		X           0 0 0
(22) David Wright Clark........................................................................
Board of Governors
 1.00
.......................1.00 		X           0 0 0
(23) Rew R Goodenow........................................................................
Board of Governors
 1.00
.......................1.00 		X           0 0 0
(24) Paula E Boggs........................................................................
Board of Governors
 1.00
.......................2.00 		X           0 0 0
(25) David L Brown........................................................................
Board of Governors
 1.00
.......................10.00 		X           0 0 0
(26) Scott C LaBarre........................................................................
Board of Governors
 1.00
.......................9.00 		X           0 0 0
(27) Myles V Lynk........................................................................
Board of Governors
 1.00
.......................10.00 		X           0 0 0
(28) Michele Wong Krause........................................................................
Board of Governors
 1.00
.......................1.00 		X           0 0 0
(29) Lorelie S Masters........................................................................
Board of Governors
 1.00
.......................5.00 		X           0 0 0
(30) Eileen A Kato........................................................................
Board of Governors
 1.00
.......................1.00 		X           0 0 0
(31) Frank J Bailey........................................................................
Board of Governors
 1.00
.......................1.00 		X           0 0 0
(32) Matthew William Wallace........................................................................
Board of Governors
 1.00
.......................10.00 		X           0 0 0
(33) Benjamin E Griffith........................................................................
Board of Governors
 1.00
.......................2.00 		X           0 0 0
(34) Kevin L Shepherd........................................................................
Board of Governors
 1.00
.......................20.00 		X           0 0 0
(35) Darcee S Siegel........................................................................
Board of Governors
 1.00
.......................10.00 		X           0 0 0
(36) Lynne B Barr........................................................................
Board of Governors
 1.00
.......................5.00 		X           0 0 0
(37) Tom Bolt........................................................................
Board of Governors
 10.00
.......................10.00 		X           0 0 0
(38) Michael H Byowitz........................................................................
Board of Governors
 1.00
.......................30.00 		X           0 0 0
(39) H Russell Frisby Jr........................................................................
Board of Governors
 1.00
.......................3.00 		X           0 0 0
(40) Howard T Wall III........................................................................
Board of Governors
 1.00
.......................8.00 		X           0 0 0
(41) Stephen J Wermiel........................................................................
Board of Governors
 1.00
.......................3.00 		X           0 0 0
(42) Clary Edward Rawl Jr........................................................................
Board of Governors
 1.00
.......................3.00 		X           0 0 0
(43) Sheena R Hamilton........................................................................
Board of Governors
 1.00
.......................1.00 		X           0 0 0
(44) Jack L Rives........................................................................
Executive Director Chief Operating Officer
 1.00
.......................80.00 		    X       0 1,321,077 23,166
(45) William K Phelan........................................................................
Sr Assoc. Executive Director CFO
 5.00
.......................45.00 		    X       0 411,684 52,065
(46) James Dimos........................................................................
Deputy Executive Director
 13.00
.......................38.00 		      X     0 381,830 37,701
(47) Robert Horowitz........................................................................
Director-Professional Services
 20.00
.......................20.00 		      X     0 372,292 1,792
(48) Alpha Brady........................................................................
Sr Assoc. Executive Director Chief Governance Officer
 8.00
.......................30.00 		      X     0 345,657 18,349
(49) Amy Eggert........................................................................
Chief of Staff
 1.00
.......................70.00 		      X     0 235,901 25,094
(50) Alberto Mora........................................................................
Assoc. Executive Director-ROLI
 40.00
.......................   		      X     179,130 0 14,680
(51) Elizabeth Andersen........................................................................
Assoc. Executive Director-ROLI
 40.00
.......................   		      X     149,750 0 24,864
(52) Terrence Brooks........................................................................
Director-PS Legal Services
 38.00
.......................   		        X   304,545 0 3,146
(53) Rachel Patrick........................................................................
Director-Council on Racial/Ethnic Justice
 38.00
.......................   		        X   212,000 0 2,394
(54) Earnestine Murphy........................................................................
Assoc. Director-Educational Programs
 38.00
.......................   		        X   198,556 0 1,627
(55) Jeffrey Borns........................................................................
Deputy Director-Rule of Law Initiative
 40.00
.......................   		        X   197,635 0 25,010
(56) Angela L Burke........................................................................
Section Director
 38.00
.......................   		        X   188,344 0 6,246
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 1,429,960 3,113,515 236,134
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet60
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
Kelly Services,
1212 Solutions Center
Chicago,IL606771002 		Consulting/Talent Services 897,500
Public Knowledge LLC

1911 SW Campus Drive
Federal Way,WA98023 		Consulting Services 616,056
Dell Marketing LP

PO Box 802816
Chicago,IL60680 		IT Services 247,632
Escendent LLC

47 W Polk St
Chicago,Tripoli  
LY 		Consulting/Talent Services 223,389
DevResults

641 S St NW 3rd Flr
Washington,DC20001 		Web Designer 147,096
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet8
Form 990 (2018)
Form 990 (2018)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 3,699,980
e Government grants (contributions)1e 56,150,528
f All other contributions, gifts, grants, and similar amounts not included above1f 4,384,487
g Noncash contributions included in lines 1a - 1f:$ 1,032
h Total. Add lines 1a-1f.......MediumBullet 64,234,995
Program Service RevenueAmt Business Code
2a Meeting Fees 813920 1,146,014 1,146,014    
b Publication Revenue 813920 208,469 208,469    
c Accreditation Fees 813920 395,417 395,417    
d Service Fees 813920 30,400 30,400    
e
f All other program service revenue. 234,709 234,709    
g Total. Add lines 2a–2f ....MediumBullet 2,015,009
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet        
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet 56,345     56,345
(ii) Personal (i) Real
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss)......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   1,647,243
b Less: cost or other basis and sales expenses   1,413,952
c Gain or (loss)   233,291
d Net gain or (loss).....MediumBullet 233,291     233,291
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See Instructions......MediumBullet 66,539,640 2,015,009   289,636
Form 990 (2018)
Form 990 (2018)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 1,934,616 1,934,616
2 Grants and other assistance to domestic individuals. See Part IV, line 22 274,500 274,500
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16. 3,910,097 3,910,097
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 368,424 360,515 3,955 3,954
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 26,780,842 17,902,357 8,333,211 545,274
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 1,008,973 807,179 100,897 100,897
9 Other employee benefits ....... 5,646,280 3,753,869 1,795,275 97,136
10 Payroll taxes ........... 1,910,794 1,239,709 629,269 41,816
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 148,149 93,998 54,151  
c Accounting ........... 0      
d Lobbying ........... 0      
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 98,902   98,902  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 9,814,605 6,977,380 2,826,655 10,570
12 Advertising and promotion .... 510,928 331,590 106,511 72,827
13 Office expenses ....... 1,979,297 1,643,143 307,751 28,403
14 Information technology ...... 338,633 308,341 25,507 4,785
15 Royalties .. 3,074 2,083 991  
16 Occupancy ........... 4,951,042 3,037,786 1,798,292 114,964
17 Travel ............ 6,823,696 4,228,726 2,555,390 39,580
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0      
19 Conferences, conventions, and meetings .... 2,176,871 1,586,962 558,493 31,416
20 Interest ........... 0      
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization .. 0      
23 Insurance ... 36,335 8,485 27,850  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a Indirect Cost Allocation 6,948,250 5,198,649 1,749,601  
b
c
d
e All other expenses 1,188,989 693,591 455,595 39,803
25 Total functional expenses. Add lines 1 through 24e 76,853,297 54,293,576 21,428,296 1,131,425
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2018)
Form 990 (2018)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 2,961,931 1 1,503,648
2 Savings and temporary cash investments .........   2  
3 Pledges and grants receivable, net ...... 8,619,595 3 8,754,987
4 Accounts receivable, net ............. 70,712 4 112,232
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L .............
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L ..............
  6  
7 Notes and loans receivable, net ....   7  
8 Inventories for sale or use ........ 107,765 8 110,024
9 Prepaid expenses and deferred charges ...... 73,199 9 246,183
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 123,395
b Less: accumulated depreciation 10b 123,395 123,395 10c  
11 Investments—publicly traded securities . 17,973,033 11 17,437,472
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ...........   15  
16 Total assets. Add lines 1 through 15 (must equal line 34)... 29,929,630 16 28,164,546
Liabilities 17 Accounts payable and accrued expenses ..... 1,134,514 17 1,017,383
18 Grants payable ...   18  
19 Deferred revenue ......... 9,495,479 19 16,984,944
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 502 25 295,717
26 Total liabilities. Add lines 17 through 25.. 10,630,495 26 18,298,044
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets 5,612,752 27 -2,907,673
28 Temporarily restricted net assets ........... 6,053,797 28  
29 Permanently restricted net assets 7,632,586 29 12,774,175
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund ...   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 19,299,135 33 9,866,502
34 Total liabilities and net assets/fund balances ........ 29,929,630 34 28,164,546
Form 990 (2018)
Form 990 (2018)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
66,539,640
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
76,853,297
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-10,313,657
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
19,299,135
5
Net unrealized gains (losses) on investments ...............
5
331,182
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
549,842
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
9,866,502
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2018)
Form 990 (2018)
Additional Data


Software ID: 18007340
Software Version: 19.1.1.0
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
American Bar Association Fund for Justice and Education
 
Employer identification number

36-6110299
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9

10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................1
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
(A) American Bar Association
  		360723150 10 Yes   585,221 0
Total
1
 585,221 0
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv), 170(b)(1)(A)(vi), and 170(b)(1)(A)(ix)
(Complete only if you checked the box on line 5, 7, 8, or 9 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
0 %
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
0 %
16
16
 
Section D. Computation of Investment Income Percentage
17
17
0 %
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
No
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
No
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
Yes
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
Yes
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
Yes
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
No
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
No
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
No
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
No
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
No
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
No
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
No
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
No
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
No
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
No
b
A family member of a person described in (a) above?
11b
 
No
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
No
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
Yes
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
No
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2018 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2018 		(iii)
Distributable
Amount for 2018
1 Distributable amount for 2018 from Section C, line
6 		 
2 Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2018:
a From 2013.......  
b From 2014.......  
c From 2015.......  
d From 2016.......  
e From 2017.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2018 distributable amount  
i Carryover from 2013 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2018 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2018 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2018, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.		  
6 Remaining underdistributions for 2018. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.		  
7 Excess distributions carryover to 2019. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a Excess from 2014......  
b Excess from 2015.....  
c Excess from 2016.....  
d Excess from 2017.....  
e Excess from 2018.....  
Schedule A (Form 990 or 990-EZ) (2018)

Schedule A (Form 990 or 990-EZ) 2018
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Part IV Section A Line 1 The fund for Justice Education FJE was created to support law-related and public services education programs.
Return Reference Explanation
Part IV Section A Line 3b The ABA, the supported organization is a 501c6 organization, passes the public support test under Section 509a2 of the Internal Revenue Code. This is verified annually by the finance team.
Part IV Section A Line 3c The FJE reviews the expenditures of the supported organization to ensure that the support given is use for charitable purposes described in IRS Section 170c2b.
Schedule A (Form 990 or 990-EZ) 2018


Additional Data


Software ID: 18007340
Software Version: 19.1.1.0
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Name of the organization
American Bar Association Fund for Justice and Education
 
Employer identification number

36-6110299
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
Name of organization
American Bar Association Fund for Justice and Education
  		Employer identification number
36-6110299
Part I
Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 3
Name of organization
American Bar Association Fund for Justice and Education
  		Employer identification number

36-6110299
Part II
Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 4
Name of organization
American Bar Association Fund for Justice and Education
  		Employer identification number

36-6110299
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Additional Data


Software ID: 18007340
Software Version: 19.1.1.0
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
American Bar Association Fund for Justice and Education
 
Employer identification number

36-6110299
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 17,565,020 14,798,549 13,567,104 13,393,971 11,926,658
b Contributions ... 170,875 2,259,635 325,865 498,456 1,898,356
c Net investment earnings, gains, and losses 448,117 756,115 1,254,049 678,913 -196,329
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		1,021,555 249,279 348,469 1,004,236 234,714
f Administrative expenses ....          
g End of year balance ...... 17,162,457 17,565,020 14,798,549 13,567,104 13,393,971
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet38.390 %
b
Permanent endowment SchDMd Bullet46.000 %
c
Temporarily restricted endowment SchDMd Bullet16.000 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations .................
3a(i)
 
No
(ii) related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....      
b Buildings ....        
c Leasehold improvements        
d Equipment ....        
e Other .....   123,395 123,395  
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet  
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3) Other
(A) Financial derivatives and other financial products		    

(B) Closely-held equity interests		    
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
Federal income taxes  
Dues to Related Parties 295,469
Other Liabilities 248
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 295,717
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 66,312,566
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 331,182
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d -558,256
e Add lines 2a through 2d ..................... 2e -227,074
3 Subtract line 2e from line 1.................. 3 66,539,640
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 66,539,640
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 75,745,199
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3 75,745,199
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b 1,108,098
c Add lines 4a and 4b..................... 4c 1,108,098
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 76,853,297
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
V 4 The endowment funds are held by a tax-exempt related organization, ABA Fund for Justice and Education FJE. ABA uses the proceeds from the endowment to provide a predictable stream of funding for ABA Programs.
X 2 The ABA and the FJE are qualified under the U.S. Internal Revenue Code the IRC as tax-exempt organizations or, in the case of the FJE, as a tax-exempt fund, and are exempt from tax on income related to their tax-exempt purposes under Section 501a of the IRC. The ABA is exempt from income taxes as an association described in Section 501c6 of the IRC. The FJE is exempt under Section 501c3. Management believes there are no material uncertain tax positions that require recognition in the accompanying consolidated financial statements. While exempt from income tax under IRC Section 501a, the ABA is subject to tax on income unrelated to its exempt purposes, unless that income is otherwise excluded by the IRC.
XI 2d Cost Sharing Contribution-Grants 459,131, Investment Management Fees 98,902, Foreign Currency Translation 223. Total other 558,256
XII 4b Pension allocation to a related organization ABA 1,008,973. Total other 1,008,973.
Schedule D (Form 990) 2018


Additional Data


Software ID: 18007340
Software Version: 19.1.1.0




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
American Bar Association Fund for Justice and Education
 
Employer identification number

36-6110299
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total expenditures
for and investments
in region
Central America and the Caribbean 1 3 Program Services Legal Reform 651,006
East Asia and the Pacific 1 15 Program Services Legal Reform 3,674,292
Europe Including Iceland and Greenland 1 5 Program Services Legal Reform 1,678,690
Middle East and North Africa 6 49 Program Services Legal Reform 9,194,284
North America 1 10 Program Services Legal Reform 1,633,986
Russia and the Neighboring States 5 30 Program Services Legal Reform 4,464,877
South America 1 5 Program Services Legal Reform 1,425,646
South Asia   2 Program Services Legal Reform 1,639,508
Sub-Saharan Africa 15 91 Program Services Legal Reform 10,360,716
           
           
           
           
           
           
           
           
3a Sub-total ..... 31 210 34,723,005
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b) 31 210 34,723,005
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
East Asia and the Pacific Legal Aid 16,591 Wire Transfer      
East Asia and the Pacific Legal Aid 83,668 Wire Transfer      
East Asia and the Pacific Legal Aid 11,539 Wire Transfer      
East Asia and the Pacific Legal Aid 29,532 Wire Transfer      
East Asia and the Pacific Legal Aid 464,895 Wire Transfer      
Europe Including Iceland and Greenland Legal Aid 16,661 Wire Transfer      
Europe Including Iceland and Greenland Legal Aid 34,659 Wire Transfer      
Europe Including Iceland and Greenland Legal Aid 42,886 Wire Transfer      
Europe Including Iceland and Greenland Legal Aid 7,788 Wire Transfer      
Europe Including Iceland and Greenland Legal Aid 16,834 Wire Transfer      
Europe Including Iceland and Greenland Legal Aid 286,868 Wire Transfer      
Europe Including Iceland and Greenland Legal Aid 68,918 Wire Transfer      
Middle East and North Africa Legal Aid 269,396 Wire Transfer      
Middle East and North Africa Legal Aid 214,607 Wire Transfer      
Middle East and North Africa Legal Aid 101,140 Wire Transfer      
North America Legal Aid 38,322 Wire Transfer      
North America Legal Aid 34,558 Wire Transfer      
Russia and the Neighboring States Legal Aid 29,548 Wire Transfer      
Russia and the Neighboring States Legal Aid 31,092 Wire Transfer      
Russia and the Neighboring States Legal Aid 29,722 Wire Transfer      
Russia and the Neighboring States Legal Aid 29,612 Wire Transfer      
Russia and the Neighboring States Legal Aid 21,559 Wire Transfer      
Russia and the Neighboring States Legal Aid 8,552 Wire Transfer      
Russia and the Neighboring States Legal Aid 26,502 Wire Transfer      
Russia and the Neighboring States Legal Aid 12,758 Wire Transfer      
Russia and the Neighboring States Legal Aid 7,325 Wire Transfer      
Russia and the Neighboring States Legal Aid 7,361 Wire Transfer      
Russia and the Neighboring States Legal Aid 7,361 Wire Transfer      
Russia and the Neighboring States Legal Aid 7,361 Wire Transfer      
Russia and the Neighboring States Legal Aid 11,455 Wire Transfer      
Russia and the Neighboring States Legal Aid 8,092 Wire Transfer      
Russia and the Neighboring States Legal Aid 7,115 Wire Transfer      
Russia and the Neighboring States Legal Aid 7,361 Wire Transfer      
Russia and the Neighboring States Legal Aid 39,486 Wire Transfer      
Russia and the Neighboring States Legal Aid 58,481 Wire Transfer      
Russia and the Neighboring States Legal Aid 111,857 Wire Transfer      
South Asia Legal Aid 86,992 Wire Transfer      
South Asia Legal Aid 106,545 Wire Transfer      
South Asia Legal Aid 85,064 Wire Transfer      
South Asia Legal Aid 192,459 Wire Transfer      
South Asia Legal Aid 11,674 Wire Transfer      
Sub-Saharan Africa Legal Aid 22,236 Wire Transfer      
Sub-Saharan Africa Legal Aid 45,918 Wire Transfer      
Sub-Saharan Africa Legal Aid 37,018 Wire Transfer      
Sub-Saharan Africa Legal Aid 19,661 Wire Transfer      
Sub-Saharan Africa Legal Aid 34,479 Wire Transfer      
Sub-Saharan Africa Legal Aid 37,823 Wire Transfer      
Sub-Saharan Africa Legal Aid 32,154 Wire Transfer      
Sub-Saharan Africa Legal Aid 30,452 Wire Transfer      
Sub-Saharan Africa Legal Aid 38,895 Wire Transfer      
Sub-Saharan Africa Legal Aid 41,002 Wire Transfer      
Sub-Saharan Africa Legal Aid 55,196 Wire Transfer      
Sub-Saharan Africa Legal Aid 12,192 Wire Transfer      
Sub-Saharan Africa Legal Aid 45,490 Wire Transfer      
Sub-Saharan Africa Legal Aid 43,839 Wire Transfer      
Sub-Saharan Africa Legal Aid 41,776 Wire Transfer      
South America Legal Aid 46,260 Wire Transfer      
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
 
3 Enter total number of other organizations or entities .......................MediumBullet
57
Schedule F (Form 990) 2018
Schedule F (Form 990) 2018Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
Part I Line 2 FJE reviews financial reports and samples transactions by asking subawardees to sumit backup documentation for the selected transactions. This check is performed prior to making payments. Per Audit Requirements per 2CFR200 subpart F, FJE requests its subawardees who receive over 750K in a year from USG funding, to submit their audit reports. FJE makes sure that its subawardees do not have any major findings and adjusts its monitoring accordingly. Program staff perform on-site visits to evaluate subawardees progress. These evaluations are sometimes conducted virtually as well. FJE has termination clause as part of its subaward agreement in case of non-compliance or major issues with subawardees.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2018
Additional Data


Software ID: 18007340
Software Version: 19.1.1.0




Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
American Bar Association Fund for Justice and Education
 
Employer identification number
36-6110299
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) Accounting Aid Society
3031 W Grand Blvd Suite 470
Detroit,MI48202 		23-7310753 501C3 63,599       General Support
(2) American Bar Association
321 N Clark St
Chicago,IL60654 		36-0723150 501C6 585,221       General Support
(3) Appellate Judges Ed Institute
210 Science Dr Box 90362
Durham,NC27708 		92-0188525 501C3 57,469       Awards
(4) Arizona Capital Representation Project
1201 E Jefferson St Ste 5
Phoenix,AZ85034 		86-0624668 501C3 10,000       Awards-Sponsorships
(5) Community Legal Services Inc
1424 Chestnut Street
Philadelphia,PA19102 		23-1671562 501C3 68,188       General Support
(6) Florida Office of the State Courts Administrator
500 S Duval St
Tallahassee,FL32399 		35-2419664 115 state agency 6,992       Subgrant
(7) Idaho Supreme Court
PO Box 83720
Boise,ID83720 		82-0306721 115 state agency 9,640       Subgrant
(8) Indiana Supreme Court
251 N Illinois St Ste 1600
Indianapolis,IN46204 		35-6000954 115 state agency 14,580       Subgrant
(9) National Judical College
Judicial College Bldg MS 358
Reno,NV89557 		94-2427596 501C3 102,500       General Support
(10) National Center for State Courts
300 Newport Avenue
Williamsburg,VA23185 		52-0914250 501C3 258,479       Subgrant
(11) NCJFCJNat'l Council of Juvenile
PO Box 8970
Reno,NV89507 		36-2486896 501C3 99,426       Subgrant
(12) Philadelphia Legal Assistance Ctr Inc
718 Arch St Ste 300n
Philadelphia,PA19106 		23-2823744 501C3 65,387       General Support
(13) Public Knowledge LLC
1911 SW Campus Dr Ste 457
Federal Way,WA98023 		91-1439347   423,754       Subgrant
(14) State of Alabama Administrative Office of Courts
300 Dexter Ave
Montgomery,AL36104 		63-6000619 115 state agency 19,547       Subgrant
(15) State of Alaska Court System
820 W 4th Ave
Anchorage,AK99501 		92-6001185 115 state agency 15,002       Subgrant
(16) State of Oregon Judicial Department
1163 State St
Salem,OR97301 		93-0613223 115 state agency 27,778       Subgrant
(17) State of Utah Administrative Office of the Courts
450 South State St
Salt Lake City,UT84114 		87-6000545 115 state agency 14,770       Subgrant
(18) University of TX Health Science Ctr
7000 Fannin St
Houston,TX77030 		74-1761309 501C3 59,068       Subgrant
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
17
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
1
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2018

Schedule I (Form 990) 2018
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1) Scholarships/Awards 61 274,500      
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
Part I Line 2 FJE reviews financial reports and samples transactions by asking subawardees to sumit backup documentation for the selected transactions. This check is performed prior to making payments. Per Audit Requirements per 2CFR200 subpart F, FJE requests its subawardees who receive over 750K in a year from USG funding, to submit their audit reports. FJE makes sure that its subawardees do not have any major findings and adjusts its monitoring accordingly. Program staff perform on-site visits to evaluate subawardees progress. These evaluations are sometimes conducted virtually as well. FJE has termination clause as part of its subaward agreement in case of non-compliance or major issues with subawardees.
Schedule I (Form 990) 2018



Additional Data


Software ID: 18007340
Software Version: 19.1.1.0


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
American Bar Association Fund for Justice and Education
 
Employer identification number

36-6110299
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1Jack L Rives
Executive Director Chief Operating Officer 		(i)

(ii)		  
-------------
906,636 		 
-------------
410,250 		 
-------------
4,191 		 
-------------
22,000 		 
-------------
1,828 		 
-------------
1,344,905 		 
-------------
 
2William K Phelan
Sr Assoc. Executive Director CFO 		(i)

(ii)		  
-------------
389,929 		 
-------------
20,000 		 
-------------
1,756 		 
-------------
22,901 		 
-------------
33,271 		 
-------------
467,857 		 
-------------
 
3James Dimos
Deputy Executive Director 		(i)

(ii)		  
-------------
362,246 		 
-------------
18,000 		 
-------------
1,584 		 
-------------
21,500 		 
-------------
18,670 		 
-------------
422,000 		 
-------------
 
4Robert Horowitz
Director-Professional Services 		(i)

(ii)		  
-------------
94,706 		 
-------------
  		 
-------------
277,586 		 
-------------
1,792 		 
-------------
305 		 
-------------
374,389 		 
-------------
 
5Alpha Brady
Sr Assoc. Executive Director Chief Governance Officer 		(i)

(ii)		  
-------------
329,241 		 
-------------
15,000 		 
-------------
1,416 		 
-------------
8,980 		 
-------------
10,989 		 
-------------
365,626 		 
-------------
 
6Amy Eggert
Chief of Staff 		(i)

(ii)		  
-------------
217,046 		 
-------------
18,000 		 
-------------
855 		 
-------------
7,395 		 
-------------
21,955 		 
-------------
265,251 		 
-------------
 
7Alberto Mora
Assoc. Executive Director-ROLI 		(i)

(ii)		 176,222
-------------
  		1,500
-------------
  		1,409
-------------
  		 
-------------
  		15,052
-------------
  		194,183
-------------
  		 
-------------
 
8Elizabeth Andersen
Assoc. Executive Director-ROLI 		(i)

(ii)		 149,413
-------------
  		 
-------------
  		338
-------------
  		11,131
-------------
  		14,005
-------------
  		174,887
-------------
  		 
-------------
 
9Terrence Brooks
Director-PS Legal Services 		(i)

(ii)		 70,257
-------------
  		 
-------------
  		234,288
-------------
  		1,727
-------------
  		3,648
-------------
  		309,920
-------------
  		 
-------------
 
10Rachel Patrick
Director-Council on Racial/Ethnic Justice 		(i)

(ii)		 53,247
-------------
  		 
-------------
  		158,753
-------------
  		1,172
-------------
  		2,814
-------------
  		215,986
-------------
  		 
-------------
 
11Earnestine Murphy
Assoc. Director-Educational Programs 		(i)

(ii)		 50,380
-------------
  		 
-------------
  		148,176
-------------
  		1,094
-------------
  		1,765
-------------
  		201,415
-------------
  		 
-------------
 
12Jeffrey Borns
Deputy Director-Rule of Law Initiative 		(i)

(ii)		 193,992
-------------
  		2,500
-------------
  		1,142
-------------
  		15,035
-------------
  		14,247
-------------
  		226,916
-------------
  		 
-------------
 
13Angela L Burke
Section Director 		(i)

(ii)		 33,804
-------------
  		 
-------------
  		154,540
-------------
  		1,140
-------------
  		5,798
-------------
  		195,282
-------------
  		 
-------------
 
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Part I Line 4a During FY19, the following individuals received a severance payment. 1 Terrence Brooks, Director-PS Legal Services-233,806, 2 Robert Horowitz, Director-Professional Services-277,293, 3 Rachel Patrick , Director-Council on Racial/Ethnic Justice-158,737, 4 Earnestine Murphy, Assoc. Director-Educational Programs-148,171, 5 Angela L Burke, Section Director-154,406.
Schedule J (Form 990) 2018
Additional Data


Software ID: 18007340
Software Version: 19.1.1.0
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
American Bar Association Fund for Justice and Education
 
Employer identification number

36-6110299
Return Reference Explanation
Form 990, Part III, Line 4a In Asia, ABA ROLIs programs have focused predominantly on increasing access to justice for vulnerable populations, combating trafficking in persons and wildlife trafficking, criminal law reform, transitional justice, anti-money laundering and anti-corruption efforts, and strengthening human rights protections. In Europe and Eurasia, ABA ROLIs activities include supporting local partners to advocate for Internet freedom in the face of government surveillance, digital security threats and loss of privacy promoting access to justice improving legal education, with the help of the latest technology and advancing the professionalism of the judiciary, prosecutorial services, and the bar. In Latin America and the Caribbean, ABA ROLI continues to support the criminal justice system, especially in handling complex crimes, such as money laundering, narcotrafficking, wildlife trafficking, illegal mining and gender-based violence. We also support judicial training institutions in course development and management of judicial trainings. In the Middle East, ABA ROLI focuses on judicial and legal profession reform, legal education reform and civic education, promoting womens rights and combating corruption. Globally, ABA ROLI leads a programming consortium - Women and Girls Empowered WAGE - to advance the status of women and girls worldwide. WAGE works to strengthen the capacity of civil society organizations to improve the prevention of and response to gender-based violence advance the women, peace and security agenda and support womens economic empowerment. More information about the ABA Rule of Law Initiatives work is available at www.abaroli.org
Form 990, Part III, Line 4b Guided by resolutions adopted by the ABA House of Delegates, the Commission advocates for pertinent statutory and regulatory modifications in law and governmental practices, works to coordinate and strengthen the ABAs response to developments in immigration laws and policies, develops and assists the operation of programs that promote high quality, effective legal representation for individuals in immigration proceedings, advocates for regulations that strengthen detention standards, and supports comprehensive immigration reform that addresses the need for an effective and humane immigration strategy. The Commissions work focuses on safeguarding due process, promoting alternatives to detention, and improving access to qualified legal representation and information for individuals in immigration proceedings, including particularly vulnerable individuals such as unaccompanied immigrant children and the mentally disabled. The work of the Commission falls within the following five categories 1 Direct Legal Services - The Commission directs three off site legal projects and operates a national detainee hotline. 2 Promoting Compliance with Detention Standards - The Commission works to implement its Civil Immigration Detention Standards, manages the Detention Standards Implementation Initiative, and files detainee complaints of detention standards violations with appropriate federal agencies. 3 Education and Outreach - The Commission organizes programs, coordinates CLE trainings, and produces legal materials to equip attorneys and accredited representatives to empower immigrants and asylum seekers by ensuring due process in the immigration system. 4 Legislative and Administrative Reform and Advocacy - The Commission advocates for legislative and regulatory improvements that promote just immigration laws and a fair process for all immigrants and asylum seekers. 5 Key Initiatives - The Commission engages in other key initiatives to address fairness in the immigration system, focusing on vulnerable immigrant populations. These initiatives include the Fight Notario Fraud project, the Mental Health Task Force, and the filing of amicus briefs. The Commission operates two pro bono projects outside of Washington, D.C., the South Texas Pro Bono Asylum Representation Project ProBAR in Harlingen, Texas, and the Immigration Justice Project IJP in San Diego, California. These projects provide legal rights education, pro se assistance, and direct legal representation. Project staff recruit, train, and mentor pro bono attorneys to represent indigent, noncitizen adults and children placed in removal proceedings. In April 2019 we created a Pro Bono Program through funding from the American Bar Endowment. This program is designed to increase pro bono participation for the Commissions offsite projects in Harlingen, Houston, and San Diego. The Commission also manages the Childrens Immigration Law Academy CILA in Houston, Texas. CILA is a legal resource center that serves legal service providers and pro bono attorneys representing children in immigration related proceedings in Texas and beyond. The Commission is one of the only national organizations that both accepts free calls from individuals in detention facilities nationwide and provides informational materials on a wide range of topics at no cost. The Commissions Washington, D.C. office assists thousands of noncitizens in detention and their families each year, who obtain legal referrals and related information by calling the detainee hotline or writing letters to the Commission. These activities support the Commissions effort to educate detainees about their rights and responsibilities under our nations immigration laws.
Form 990, Part III, Line 4c Finally, the Center serves as a centralized resource for the childrens law field by building professional networks, convening meetings and conferences, developing practice standards, analyzing case law and legislation, and creating training materials for attorneys, judges and advocates throughout the country. Each of these project areas is funded externally through federal, state, and private philanthropic grants. We have a portfolio of 20-25 active grants at any given time, amounting to a total of about 3.5 million in domestic grant revenue per year. Some examples of the Centers work include Court Projects The Center improves court systems serving children and families in the child welfare system by consulting with State Court Improvement Programs, collaborating with national judicial organizations, and working with state and local courts. The largest program within this project area is the Capacity Building Center for Courts-CBCC, which is a partnership of the ABA Center on Children and the Law, the National Council of Juvenile and Family Court Judges, and the National Center for State Courts. The CBCC team seeks to improve child safety, permanency, and well-being outcomes for families by ensuring courts work in partnership with child welfare agencies to best serve children and families in all fifty states, Washington D.C., Puerto Rico, the U.S. Virgin Islands. Permanency Barriers The ABA Permanency Barriers Project has one overarching goal to reduce unnecessary time children spend in foster care before achieving permanency. To date, the ABA Permanency Barriers Project has served 57 counties in four states and has successfully reduced the time children spend in foster care by an average of nine months, realizing a positive impact on more than 3,000 childrens cases, and saving counties and states more than 35 million in foster care costs. State courts and child welfare agencies fund this project. Education Projects In collaboration with the Education Law Center and the Juvenile Law Center, the ABA formed the Legal Center for Foster Care and Education in 2007 to provide national advocacy on policy matters affecting the education of children in foster care. Staff from the ABA have led efforts in jurisdictions across the U.S. to convene child welfare agencies, local school district leadership and judges together to plan for and implement supports that allow children in foster care to maintain access to the same school despite changes in home placement. The Legal Centers work helped pass critical federal legislation in 2015 requiring state child welfare agencies and school systems to work together to keep children in foster care in the same school when home placements change. Since that law passed, we have been working closely with states across the country to implement the federal law. Kin and Relative Caregiver Projects In partnership with the Childrens Defense Fund and Generations United, the Center manages several projects related to kinship care, including Grandfamilies and the Legal Impact Network for Kin LINK. Grandfamilies provides legal resources for kin who care for children within and outside the child welfare system, and to professionals who serve kin as attorneys and policy advocates. We also work directly with state and local organizations to provide assistance on legal analysis of state kinship laws and policies, including compliance with federal laws such as the Fostering Connections to Success and Increasing Adoptions Act of 2008. LINK is a network of attorneys who represent kin in legal proceedings and support a kin first approach to child placement decisions, ensuring that when children cannot live with their parents they live with or remain closely connected to other relatives and family. This project area is funded through several distinct private philanthropic partners
Form 990, Part III, Line 4d FJE supports several other programs including an accreditation program. The Council of the ABA Section of Legal Education and Admissions to the Bar is recognized by the US Department of Education DOE as the national accrediting agency for programs that lead to the first professional degree in law. The Supreme Courts and bar examiners in each state, jurisdiction accept graduates of ABA approved law schools as having met the jurisdictions education requirement for bar admission. The law school accreditation process protects clients, the public and the courts by ensuring a sound legal education that prepares law students for admission to the Bar.
Form 990, Part VI, Section A, Line 6 Please see response provided to Part VI, Section A, Line 7a.
Form 990, Part VI, Section A, Line 7a The FJE is a fund of the American Bar Association ABA. The Board and Officers of the FJE are the Board and Officers of the ABA. Its membership is the same as that of the ABA. The ABA House of Delegates House elects the Board of Governors, and the officers which includes the President-elect, the Chair of the House of Delegates, the Secretary and Treasurer. The House is designed to be representative of the legal profession in the United States and is comprised of ABA members in the following representative capacities State Delegates, State and Local Bar Association Delegates, Delegates-at-Large, ABA Section Delegates, ABA Division or Conference Delegates, Delegates from Affiliate Organizations, and Delegates from Territories. For purposes of election to the Board of Governors, the House is grouped into 19 geographical districts. Governors serve staggered three-year terms the House elects approximately one-third of the Board, and the President-Elect at each annual meeting. The Board of Governors consists of one member from each of the 19 geographical districts, 9 section members-at-large, 1 law student member-at-large, 1 judicial member-at-large, 2 young lawyer members-at-large, and 5 Goal III members-at-large. The President, Chair of the House, President-Elect, Immediate Past President, Secretary and Treasurer of the ABA are ex-officio members of the Board of Governors. Every third year, the Treasurer-Elect is included in the Board of Governors.
Form 990, Part VI, Section B, Line 11b The draft form 990 was reviewed by the organizations management. Copies of the final 990 were provided to the Board of Governors and Audit Committee members for review prior to filing with the IRS, sufficiently in advance of the due date to allow Board and Audit Committee members the opportunity to raise questions or concerns they might have.
Form 990, Part VI, Section B, Line 12c Each Board member received the Conflict of Interest COI questionnaire this year. Prior to each Board meeting, staff assigned to the Board of Governors distribute COI forms to Board members and collect the completed COI forms. If a Board member discloses a conflict regarding a matter before the Board, the Board member must disclose the conflict and, if necessary, recuse himself/herself from any matter involving the disclosed conflict, and the recusal is noted in the minutes.
Form 990, Part VI, Section B, Line 15a The President and President-elect are directly responsible to evaluate the compensation of the Executive Director on an annual basis, after consultation with the rest of the Executive Committee. The ABA last contracted with Quatt Associates for a tailored executive compensation study in June 2015 and for advice on metrics in December 2015. The ABA has participated in the Quatt Professional Association Compensation Survey for at least the past five years, which provides compensation data regarding comparable entities. The Survey results are shared with ABA HR and available to the Executive Committee as well. The President and President-elect undertake a contemporaneous substantiation of the deliberation and decision after consultation with the rest of the Executive Committee.
Form 990, Part VI, Section B, Line 15b Compensation of key employees other than the Executive Director is based on comparative analyses conducted by the Associations Human Resources Department. That information is reviewed for the Executive Directors approval and then implemented. Performance determines continued employment as well as any pay increases and possible bonuses.
Form 990, Part VI, Section B, Line 19 The FJEs Constitution and Bylaws, Business Conduct Standards, Conflict of Interest Policy, and the Audited Financial Statements are available on ABAs Website https//www.americanbar.org/abouttheaba/
Form 990, Part VII, Section A, Line 1 The ABA, a professional membership association for lawyers, established the FJE as a separate charitable fund to supports the public service and educational programs of the ABA. The FJE is not a separate incorporated legal entity other than to maintain its 501c3 tax exempt status. The FJEs bylaws require that FJE maintain its books and records separate and apart from the ABA. The ABA is the common paymaster and all employees working on FJE funded projects are reported under the ABAs payroll. FJE reimbursed ABA for compensation paid on its behalf. The key and top 5 highest paid employees primarily perform services for FJE. All compensations are reported on Col D even though ABA is the common paymaster.
Form 990, Part IX, Line 11g Consulting Fees- 9,671,100 and Purchased Services - 143,505. Total Program Expense 54,293,576, Total MG Expenses is 21,428,296, Total Fundraising Expenses is 1,131,425
Form 990, Part XI, Line 9 Pension allocation from a related organization ABA 1,008,973,Cost Sharing Contribution-Grants 459,131. Tota other changes in net assets or fund balances 549,842.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2018


Additional Data


Software ID: 18007340
Software Version: 19.1.1.0
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
American Bar Association Fund for Justice and Education
 
Employer identification number

36-6110299
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)American Bar Association
321 N Clark Street

Chicago,IL60654
36-0723150 		Public Service IL 501c6   N/A
 
No
(2)American Bar Endowment
321 N Clark Street

Chicago,IL60654
36-2384321 		Grants IL 501c3 7 N/A
 
No
(3)American Bar Foundation
750 N Lake Shore Drive

Chicago,IL60611
36-6110271 		Research IL 501c3 7 N/A
 
No
(4)National Judicial College
Judicial College Building MS 358

Reno,NV89557
94-2427596 		Education NV 501c3 2 N/A
 
No






For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) ABA Retirement Funds

321 N Clark St
Chicago,IL60654
36-2550367 		Benefit Plans IL N/A
 C Corp         No
(2) American Lawyers Insurance Plans Inc

321 N Clark St
Chicago,IL60654
36-3650005 		Insurance IL ABE
  		C Corp         No










Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) American Bar Association

 b 585,221 cash





Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2018

Additional Data


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