2024-07-11T06:40:44-05:00 2023-12-31 251622758 MAHER DUESSEL CPA'S 1800 LINGLESTOWN ROAD SUITE 306 HARRISBURG PA 17110 990 2023-01-01 237097965 PENNSYLVANIA ASSOCIATION FOR JUSTICE PENN 7172326478 212 NORTH THIRD STREET 101 HARRISBURG PA 17101 LARRY KELLY PRESIDENT 7172326478 2024-07-11 1 LARRY KELLY 999009999 0 JONATHAN MENTZER P01795412 7172321230 0 AAL1 IAL1 2023 2023-04-26 12:10:37Z LARRY KELLY 212 NORTH THIRD STREET 101 HARRISBURG PA 17101 2331674 0 X WWW.PAJUSTICE.ORG X 1970 PA TO PROMOTE A FAIR AND EFFECTIVE JUSTICE SYSTEM AND SUPPORT ATTORNEYS. 97 97 8 147 77714 22758 35410 52712 2027500 2001096 -443 23072 9042 9659 2071509 2086539 0 0 0 0 1113392 1072721 0 0 0 1062681 842433 2176073 1915154 -104564 171385 2033894 2075008 1209673 895545 824221 1179463 X SEE SCHEDULE O.THE MISSION OF THE PENNSYLVANIA ASSOCIATION FOR JUSTICE IS TO PROMOTE A FAIR AND EFFECTIVE JUSTICE SYSTEM AND TO SUPPORT ATTORNEYS AS THEY WORK TO ENSURE THAT ANY PERSON WHO IS INJURED BY THE MISCONDUCT OR NEGLIGENCE OF OTHERS CAN OBTAIN JUSTICE IN PENNSYLVANIA'S COURTROOMS, EVEN WHEN TAKING ON THE MOST POWERFUL INTERESTS. 0 0 MEMBER SERVICES - SECTIONS: CONSISTS OF MEETINGS THROUGHOUT THE YEAR AND LISTSERVERS FOR EACH SECTION, AS WITH THE OTHER SECTIONS, FOR THE EDUCATION AND BENEFIT OF ALL MEMBERS. DIVERSITY INITIATIVE: CONSISTS OF HELPING LAW STUDENTS BECOME MEMBERS OF PAJ AND EXPOSES THEM TO LAW FIRM LIFE FOR THE SUMMER BY PAJ VOLUNTEER FIRMS FOR THE BENEFIT OF ALL MEMBERS WITH THE GOAL OF DIVERSIFYING THE PRACTICE. 0 1 0 1 0 0 0 0 0 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 8 0 8 0 1 1 0 0 0 1 1 0 0 0 0 0 X 97 97 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X LISA BENZIE 7172326478 212 N 3RD STREET 101 HARRISBURG PA 17101 KILA BALDWIN PRESIDENT 0.80 0.00 X X 0 0 0 ELIZABETH CHIAPPETTA PRESIDENT-ELECT 0.80 0.00 X X 0 0 0 LAWRENCE KELLY VICE PRESIDENT 0.80 0.00 X X 0 0 0 ERIC WEITZ TREASURER 0.80 0.00 X X 0 0 0 CARIN O'DONNELL SECRETARY 0.80 0.00 X X 0 0 0 ERIC PURCHASE PARLIAMENTARIAN 0.80 0.00 X X 0 0 0 JOSHUA ROSE COMPTROLLER 0.80 0.00 X X 0 0 0 PAUL LAGNESE IMMEDIATE PAST PRESIDENT 0.80 0.00 X X 0 0 0 MARK ATLEE GOVERNOR 0.80 0.00 X 0 0 0 BENJAMIN BAER GOVERNOR 0.80 0.00 X 0 0 0 HALMON SONNY LLOYD BANKS III GOVERNOR/DE&I 0.80 0.00 X 0 0 0 MIRIAM BENTON BARISH GOVERNOR 0.80 0.00 X 0 0 0 NADEEM BEZAR GOVERNOR/DE&I 0.80 0.00 X 0 0 0 KEVIN CLANCY BOYLAN GOVERNOR 0.80 0.00 X 0 0 0 MELISSA CHANDY GOVERNOR 0.80 0.00 X 0 0 0 MELANIE GARNER GOVERNOR 0.80 0.00 X 0 0 0 KRISTEN GIBBONS FEDEN GOVERNOR 0.80 0.00 X 0 0 0 THOMAS GIORDANO JR GOVERNOR 0.80 0.00 X 0 0 0 JEFFREY GROSS GOVERNOR 0.80 0.00 X 0 0 0 JAMES HAGGERTY GOVERNOR 0.80 0.00 X 0 0 0 ISAAC HOF GOVERNOR/CHAIR, FL 0.80 0.00 X 0 0 0 KENNETH FULGINITI GOVERNOR 0.80 0.00 X 0 0 0 JOSEPH HUTTEMANN GOVERNOR 0.80 0.00 X 0 0 0 ROBIN JABOUR GOVERNOR 0.80 0.00 X 0 0 0 KENNETH KAPNER GOVERNOR/WC 0.80 0.00 X 0 0 0 JILL MCCOMSEY GOVERNOR/WL 0.80 0.00 X 0 0 0 JOSEPH MESSA JR GOVERNOR 0.80 0.00 X 0 0 0 DANIEL PURTELL GOVERNOR 0.80 0.00 X 0 0 0 JOSHUA SCWARTZ GOVERNOR 0.80 0.00 X 0 0 0 DAVID SENOFF GOVERNOR 0.80 0.00 X 0 0 0 MARC SIMON GOVERNOR 0.80 0.00 X 0 0 0 GREGORY SPIZER GOVERNOR 0.80 0.00 X 0 0 0 JEFFREY STANTON GOVERNOR/FL 0.80 0.00 X 0 0 0 JORDAN STROKOVSKY GOVERNOR/FL 0.80 0.00 X 0 0 0 THOMAS SWEENEY GOVERNOR 0.80 0.00 X 0 0 0 SETH WILSON GOVERNOR 0.80 0.00 X 0 0 0 NANCY WINKLER GOVERNOR 0.80 0.00 X 0 0 0 EZRA WOHLGELERNTER GOVERNOR 0.80 0.00 X 0 0 0 ANDREW YOUMAN GOVERNOR 0.80 0.00 X 0 0 0 JOHN ZERVANOS GOVERNOR 0.80 0.00 X 0 0 0 ROBERT ZIMMERMAN GOVERNOR 0.80 0.00 X 0 0 0 THOMAS FOLEY III GOVERNOR 0.80 0.00 X 0 0 0 NATHANIEL FOOTE GOVERNOR 0.80 0.00 X 0 0 0 P TIMOTHY KELLY GOVERNOR 0.80 0.00 X 0 0 0 TIMOTHY LENAHAN GOVERNOR 0.80 0.00 X 0 0 0 CHRISTOPHER MARZZACCO GOVERNOR 0.80 0.00 X 0 0 0 JORDAN MARZZACCO GOVERNOR/FL 0.80 0.00 X 0 0 0 HARRY MCGRATH JR GOVERNOR 0.80 0.00 X 0 0 0 JAMES CHRIS MUNLEY GOVERNOR 0.80 0.00 X 0 0 0 TERRENCE NEALON JR GOVERNOR 0.80 0.00 X 0 0 0 BRIAN PRICE GOVERNOR 0.80 0.00 X 0 0 0 ADAM REEDY GOVERNOR/WC 0.80 0.00 X 0 0 0 OLIVIA UNGER BORT GOVERNOR/FL 0.80 0.00 X 0 0 0 ADAM WOLFE GOVERNOR 0.80 0.00 X 0 0 0 BRUCE ZERO GOVERNOR 0.80 0.00 X 0 0 0 THOMAS BAUMANN GOVERNOR 0.80 0.00 X 0 0 0 MARGARET COONEY GOVERNOR/DE&I 0.80 0.00 X 0 0 0 MICHAEL D'AMICO GOVERNOR/FL 0.80 0.00 X 0 0 0 LAURA PHILLIPS GOVERNOR 0.80 0.00 X 0 0 0 EVE ELSEN GOVERNOR 0.80 0.00 X 0 0 0 KENNETH FAWCETT GOVERNOR 0.80 0.00 X 0 0 0 JOSEPH FROETSCHEL GOVERNOR 0.80 0.00 X 0 0 0 JOHN GISMONDI GOVERNOR 0.80 0.00 X 0 0 0 JOHN GOODRICH GOVERNOR 0.80 0.00 X 0 0 0 NICHOLAS KENNEDY GOVERNOR 0.80 0.00 X 0 0 0 WILLIAM KOZICH GOVERNOR/FL 0.80 0.00 X 0 0 0 RUDOLPH RUDY MASSA GOVERNOR 0.80 0.00 X 0 0 0 BRUCE MATTOCK GOVERNOR 0.80 0.00 X 0 0 0 JAMES BURN JR GOVERNOR/WC 0.80 0.00 X 0 0 0 ARMAND LEONELLI GOVERNOR 0.80 0.00 X 0 0 0 CHRISTOPHER MILLER GOVERNOR 0.80 0.00 X 0 0 0 SANDRA NEUMAN GOVERNOR 0.80 0.00 X 0 0 0 MICHAEL QUATRINI GOVERNOR 0.80 0.00 X 0 0 0 VERONICA RICHARDS GOVERNOR 0.80 0.00 X 0 0 0 KARESA ROVNAN GOVERNOR 0.80 0.00 X 0 0 0 JONATHAN STEWART GOVERNOR 0.80 0.00 X 0 0 0 JASON TETLOW GOVERNOR 0.80 0.00 X 0 0 0 GREGORY UNATIN GOVERNOR 0.80 0.00 X 0 0 0 LAUREN NICHOLS GOVERNOR/WL 0.80 0.00 X 0 0 0 CHRISTINE ZAREMSKI-YOUNG GOVERNOR 0.80 0.00 X 0 0 0 LARRY BENDESKY AAJ/BOARD OF GOVERNORS 0.80 0.00 X 0 0 0 JOSHUA GEIST AAJ/BOARD OF GOVERNORS 0.80 0.00 X 0 0 0 RUBEN HONIK AAJ/BOARD OF GOVERNORS 0.80 0.00 X 0 0 0 MARION MUNLEY AAJ/OFFICER 0.80 0.00 X 0 0 0 NEIL O'DONNELL AAJ/BOARD OF GOVERNORS 0.80 0.00 X 0 0 0 MATTHEW ROSENBERG AAJ/BOARD OF GOVERNORS 0.80 0.00 X 0 0 0 JAMIE ANZALONE AAJ/BOARD OF GOVERNORS 0.80 0.00 X 0 0 0 EDWARD CIARIMBOLI AAJ/STATE DELEGATES 0.80 0.00 X 0 0 0 ROBERT DALEY AAJ/STATE DELEGATES 0.80 0.00 X 0 0 0 PRISCILLA JIMENEZ AAJ/MINORITY CAUCUS 0.80 0.00 X 0 0 0 TOBIAS TOBI MILLROOD AAJ/PAST-PRESIDENT 0.80 0.00 X 0 0 0 SUDHIR SUD PATEL PAST-PRESIDENT 0.80 0.00 X 0 0 0 THOMAS ANAPOL PAST-PRESIDENT 0.80 0.00 X 0 0 0 JASON MATZUS PAST-PRESIDENT 0.80 0.00 X 0 0 0 LAUREN KELLY GIELAROWSKI GOVERNOR/FL 0.80 0.00 X 0 0 0 CARMEN NOCERA GOVERNOR/DE&I 0.80 0.00 X 0 0 0 GINA ZUMPELLA GOVERNOR 0.80 0.00 X 0 0 0 LISA BENZIE EXECUTIVE DIRECTOR 40.00 0.00 X 265000 0 13592 ERIK MOCK DIRECTOR OF PUBLIC AFFAIRS 40.00 0.00 X 190000 0 13502 ALEXANDRA D'ANGOLA FETZKO LOBBYIST 40.00 0.00 X 180000 0 2512 635000 0 29606 3 0 1 0 THE DT FIRM LLC 909 GREEN STREET HARRISBURG PA 17102 CONSULTING 100586 1 52712 52712 MEMBERSHIP DUES 561439 1321507 1321507 BUSINESS PARTNERS 561439 368266 290566 77700 SEMINAR FEES 561439 297519 297519 SUBSCRIPTIONS/PUBLICAT 561439 13804 13804 2001096 15677 14 15663 9268 9268 252530 245135 7395 7395 7395 MISCELLANEOUS REVENUE 541900 389 0 389 ICS COLLECTION SERVICE 541900 2 0 2 391 2086539 1923396 77714 32717 598000 340206 2608 68463 63444 60496 113524 102825 7258 51974 47685 89929 47827 154226 13576 17144 ENTERTAINMENT 61313 PROGRAM EXPENSE 40000 DUES AND SUBSCRIPTIONS 13192 21464 1915154 445506 614604 452718 185784 23796 1742 49580 64453 147613 125390 35799 22223 577346 734998 211920 253004 237229 198200 2033894 2075008 49834 65384 918763 648134 241076 182027 1209673 895545 X 824221 1179463 824221 1179463 2033894 2075008 171385 201240 -17383 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 1321507 534109 244199 778308 660753 131573 -14018 35429 21422 14007 112184 103968 8216 22223 ALTERNATIVE INVESTMENTS 253004 F 253004 RIGHT OF USE - LEASE ASSET 176200 CLOUD COMUPTING ARRANGEMENT ASSET 22000 198200 LEASE LIABILITY 182027 182027 X PART X, LINE 2: PAJ IS EXEMPT FROM FEDERAL TAXATION UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. IN ADDITION, PAJ COLLECTS INCOME FROM BUSINESS PARTNERS WHICH IS SUBJECT TO UNRELATED BUSINESS INCOME TAX. PAJ ALSO RECORDED FEDERAL INCOME TAX EXPENSE AMOUNTING TO $5,651 AND $4,495 FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022, RESPECTIVELY. PAJ FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THE APPLICATION OF THE STANDARD HAD NO EFFECT ON THE NET ASSETS OF THE ORGANIZATION AS IT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS. X X X 0 0 X X X X 0 0 0 LISA BENZIE EXECUTIVE DIRECTOR 250000 0 15000 0 0 0 13592 0 0 0 278592 0 0 0 ERIK MOCK DIRECTOR OF PUBLIC AFFAIRS 180000 0 10000 0 0 0 13502 0 0 0 203502 0 0 0 ALEXANDRA D'ANGOLA FETZKO LOBBYIST 180000 0 0 0 0 0 2512 0 0 0 182512 0 0 0 PART I, LINE 1A THE ORGANIZATION MAINTAINS A COUNTRY CLUB MEMBERSHIP WHICH THE LOBBYISTS AND THE EXECUTIVE DIRECTOR CAN USE FOR ENTERTAINING ELECTED OFFICIALS. THE EXECUTIVE DIRECTOR HAS PERMISSION TO BOOK FIRST CLASS TRAVEL FOR FLIGHTS IN EXCESS OF 4 HOURS. NEITHER BENEFIT IS TREATED AS TAXABLE COMPENSATION. THE ORGANIZATION'S EXECUTIVE DIRECTOR ALSO HAS A SMALL DISCRETIONARY ACCOUNT. FORM 990, PART VI, SECTION A, LINE 2 BOARD GOVERNORS JAMES "CHRIS" MUNLEY AND MARION K. MUNLEY HAVE A FAMILY RELATIONSHIP. BOARD GOVERNORS MICHAEL O'DONNELL AND NEIL O'DONNELL HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS FOUR CLASSES OF VOTING MEMBERS: (1) REGULAR MEMBERS, (2) SUSTAINING MEMBERS, (3) PRESIDENT'S CLUB MEMBERS, AND (4) CHAMPION OF JUSTICE MEMBERS. (1) REGULAR MEMBERS: ANY PERSON WHO IS LICENSED TO PRACTICE LAW, IS OF GOOD MORAL CHARACTER, IS ENGAGED IN REPRESENTING LITIGANTS, AND WHO IS COMMITTED AND DEVOTED TO THE CONCEPT OF A FAIR TRIAL, THE ADVERSARY SYSTEM, AND A JUST RESULT FOR ALL LITIGANTS, THE ACCUSED AND THOSE WHOSE RIGHTS ARE JEOPARDIZED, SHALL BE ELIGIBLE FOR REGULAR MEMBERSHIP. (2) SUSTAINING MEMBER, (3) PRESIDENT'S CLUB MEMBER, AND (4) CHAMPION OF JUSTICE MEMBER: ANY REGULAR MEMBER MAY BECOME A SUSTAINING, PRESIDENT'S CLUB, OR CHAMPION OF JUSTICE MEMBER UPON APPROVAL BY THE BOARD OF PAYMENT OF APPLICABLE DUES. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS IS ELECTED BY A MAJORITY VOTE OF ALL VOTING MEMBERS IN GOOD STANDING. FORM 990, PART VI, SECTION A, LINE 7B THE GOVERNING DOCUMENTS CANNOT BE AMENDED, REPEALED, OR REPLACED WITHOUT APPROVAL BY TWO-THIRDS OF THE MEMBERS PRESENT AND VOTING. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN SUBMITTED TO THE TREASURER FOR THEIR REVIEW, APPROVAL, AND PRESENTATION TO THE BOARD. ALL BOARD MEMBERS RECEIVE A COPY OF THE FORM 990 PRIOR TO IT BEING FILED WITH THE INTERNAL REVENUE SERVICE. THE FORM 990 IS THEN SIGNED BY THE TREASURER AND FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OR POTENTIAL CONFLICTS SHOULD BE DISCLOSED BY THE BOARD MEMBER, OFFICER, OR SENIOR EMPLOYEE. DISCLOSURE IS TO BE MADE TO THE EXECUTIVE DIRECTOR. ANY ISSUE OR CONFLICT WILL BE RESOLVED BY THE BOARD. THE INDIVIDUAL INVOLVED MUST RECUSE THEMSELVES FROM ANY DISCUSSION OR VOTE RELATED TO THE MATTER IN CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF GOVERNORS REVIEWS AND APPROVES THE COMPENSATION FOR THE EXECUTIVE DIRECTOR (TOP MANAGEMENT OFFICIAL) AND THE DIRECTOR OF PUBLIC AFFAIRS (KEY EMPLOYEE). COMPARABILITY DATA TO LIKE POSITIONS IN SIMILAR ORGANIZATIONS IS USED AS PART OF THE COMPENSATION REVIEW PROCESS. THERE ARE WRITTEN CONTRACTS IN PLACE FOR BOTH EMPLOYEES THAT CANNOT BE ADJUSTED WITHOUT THE APPROVAL OF THE BOARD OF GOVERNORS. THE DELIBERATION AND FINAL DECISION ARE TIMELY DOCUMENTED AS PART OF THE MEETING MINUTES. THE COMPENSATION REVIEW PROCESS WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS READILY AVAILABLE TO THE PUBLIC. THEY MAY BE REQUESTED FROM THE ORGANIZATION IF NEEDED. TRIAL ADVOCACY FOUNDATION OF PENNSYLVANIA 121 SOUTH BROAD STREET PHILADELPHIA PA 19107 232152143 MAINTAINS SCHOLARSHIP FUND PA 501(C)(3) 1 PENNSYLVANIANS FOR FAIR COURTS 212 N 3RD STREET SUITE 101 HARRISBURG PA 17101 852480773 PROTECT AGAINST JUDICIAL GERRYMANDERING PA 501(C)(3) 1 LAWPAC TRUST 212 N 3RD STREET SUITE 101 HARRISBURG PA 17101 232026660 SOLICITS CONTRIBUTIONS PA 527 1 PAJ JUDICIAL PAC 212 N 3RD STREET SUITE 101 HARRISBURG PA 17101 822772574 SOLICITS CONTRIBUTIONS PA 527 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0