2025-12-12T12:32:20-05:00 2025-01-31 201817360 STEVE GUY & ASSOCIATES PC 4900 SOUTHPOINT DRIVE FREDERICKSBURG VA 22407 990 2024-02-01 813067012 PTAB BAR ASSOCIATION PTAB 7035063260 1660 INTERNATIONAL DRIVE STE 600 MCLEAN VA 22102 DANIEL ZEILBERGER TREASURER 7035063260 2025-12-11 true true WANDA STEMPIN P00377967 5408917555 2025-12-12 2024 2025-03-06 01:10:19Z LI-HSIEN LILY RIN-LAURES 1660 INTERNATIONAL DRIVE STE 600 MCLEAN VA 22102 920693 false X WWW.PTABBAR.ORG X 2016 VA THE PTAB BAR ASSOCIATION HAS FOUR CORE ACTIVITIES: EDUCATION, PROFESSIONAL ENGAGEMENT, PUBLIC SERVICE, AND SCHOLARSHIPS. SCHEDULE O PROVIDES ADDITIONAL DETAIL FOR EACH ACTIVITY. 17 17 0 40 0 0 835894 892251 19279 9163 835894 920693 0 0 0 0 0 645463 762918 645463 762918 190431 157775 729903 907638 207841 307261 522062 600377 THE PTAB BAR ASSOCIATION HAS FOUR CORE ACTIVITIES: EDUCATION, PROFESSIONAL ENGAGEMENT, PUBLIC SERVICE, AND SCHOLARSHIPS. SCHEDULE O PROVIDES ADDITIONAL DETAIL FOR EACH ACTIVITY. false false THE PTAB BAR ASSOCIATION INVESTED SIGNIFICANT TIME AND FINANCIAL RESOURCES IN PLANNING AND PREPARING FOR ITS ANNUAL CONFERENCE HELD IN MARCH 2024 AND THE THOUGHT LEADER SUMMIT IN OCTOBER 2024. THESE EVENTS PROVIDE PRESENTATIONS AND WORKSHOPS CONDUCTED AND ATTENDED BY PTAB LEADERSHIP AND JUDGES AND THE LEGAL COMMUNITY TO ENGAGE IN THOUGHTFUL DISCUSSION TO EDUCATE EACH OTHER IN THE JUST,SPEEDY, AND INEXPENSIVE RESOLUTION OF PTAB PROCEEDINGS. SOCIAL EVENTS ARE HELD FOR THE PTAB BAR ASSOCIATION MEMBERS. THESE EVENTS ARE ATTENDED BY PTAB JUDGES, MEMBERS OF THE ASSOCIATION'S BOARD, AND THE LEGAL COMMUNITY. THESE EVENTS PROVIDED OPPORTUNITIES FOR SOCIAL ENGAGEMENT BETWEEN MEMBERS OF THE PTAB COMMUNITY AND FURTHERED THE GOALS OF COLLEGIALITY AND COURTESY. THE PTAB BAR ASSOCIATION INVESTED SIGNIFICANT TIME AND EFFORT IN CREATING VARIOUS MEMBER COMMITTEES AND EDUCATIONAL RESOURCES FOR ITS MEMBERS. THE COMMITTEES PROVIDED OPPORTUNITIES FOR ENGAGEMENT BETWEEN ALL MEMBERS OF THE PTAB COMMUNITY AT VARIOUS ORGANIZATIONAL EVENTS, BOTH EDUCATIONAL AND SOCIAL, WHERE STANDARDS OF INTEGRITY, HONOR, SERVICE, COLLEGIALITY AND COURTESY WERE PROMOTED. THE COMMITTEES ALSO PERFORMED VARIOUS ACTIVITIES IN OPERATIONAL SUPPORT OF THE ORGANIZATION. AS AN EXAMPLE, ONE COMMITTEE INVESTED SIGNIFICANT TIME AND EFFORT IN PREPARING AND ELECTRONICALLY PUBLISHING A REGULAR NEWSLETTER SUMMARIZING SIGNIFICANT DEVELOPMENTS RELATED TO PRACTICE BEFORE THE PTAB. false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false true 2 0 0 false false false false false false false false X 17 17 true false false false true true true true true false false false false false false false false false X DANIEL ZEILBERGER 7035063260 1660 INTERNATIONAL DRIVE STE 600 MCLEAN VA 22102 X LI-HSIEN LILY RIN-LAURES PRESIDENT 5.00 X X 0 0 0 MEGAN RAYMOND PRESIDENT- E 5.00 X X 0 0 0 JOSHUA GOLDBERG VICE PRESIDE 5.00 X X 0 0 0 DANIEL ZEILBERGER TREASURER 5.00 X X 0 0 0 THOMAS ROZYLOWICZ SECRETARY 5.00 X X 0 0 0 JENNIFER BUSH DIRECTOR 2.50 X 0 0 0 JENNIFER CHAGNON DIRECTOR 2.50 X 0 0 0 EUGENE GORYUNOV DIRECTOR 2.50 X 0 0 0 KARAN JHURANI DIRECTOR 2.50 X 0 0 0 GENE LEE DIRECTOR 2.50 X 0 0 0 KEVIN MCNISH DIRECTOR 2.50 X 0 0 0 LISSI MOJICA DIRECTOR 2.50 X 0 0 0 LISA NGUYEN DIRECTOR 2.50 X 0 0 0 JENNIFER O'CONNELL DIRECTOR 2.50 X 0 0 0 INGE OSMAN DIRECTOR 2.50 X 0 0 0 HEATHER PETRUZZI DIRECTOR 2.50 X 0 0 0 KARA SPECHT DIRECTOR 2.50 X 0 0 0 false false false RITZ- CARLTON 1150 22ND ST NW WASHINGTON DC 20037 CATERING/AV 311209 MCI-USA 1660 INTERNATIONAL DRIVE STE 600 MCLEAN VA 22102 MANAGEMENT 235907 2 CONFERENCE SPONSORSHIPS 611430 560145 560145 MEMBERSHIP DUES 611430 191903 191903 CONFERENCE REGISTRATIONS 611430 140203 140203 892251 19279 19279 OTHER RECEIPTS 611430 7663 7663 DIRECT PUBLIC SUPPORT 1500 1500 9163 920693 901414 19279 235907 9515 7844 3441 5990 481625 3075 1860 PAYMENT PROCESSING 11859 BANK FEES 1777 LICENSE 25 762918 0 0 0 704051 290032 574478 22777 43128 3075 729903 907638 11208 3711 196633 303550 207841 307261 X 522062 600377 522062 600377 729903 907638 X 157775 -79460 X false true X true false 813776 813776 106917 106917 920693 735461 735461 27457 27457 762918 SCHEDULE D, PAGE 4, PART XI, LINE 4B CHANGES IN ACCRUALS/GAAP FINANCIALS 106,917 SCHEDULE D, PAGE 4, PART XII, LINE 4B CHANGES IN ACCRUALS FOR GAAP FINANCIALS 27,457 FORM 990 PART 1, SUMMARY, LINE 1: EDUCATION. THE PTAB BAR ASSOCIATION CONDUCTS CONFERENCES, WORKSHOPS AND SEMINARS TO PROVIDE TRAINING AND CONTINUING EDUCATION OF PATENT TRIAL AND APPEAL BOARD ("PTAB") SPECIFIC DEVELOPMENTS AND BEST PRACTICES FOR ATTORNEYS AND AGENTS WHO REPRESENT CLIENTS BEFORE THE PTAB. THROUGH THESE CONFERENCES AND WORKSHOPS, THE PTAB JUDGES AND THE LEGAL COMMUNITY CAN ENGAGE IN THOUGHTFUL DISCUSSION TO EDUCATE EACH OTHER IN THE JUST, SPEEDY, AND INEXPENSIVE RESOLUTION OF PTAB PROCEEDINGS. THE ASSOCIATION ALSO HAS REGULAR PUBLICATIONS OF EDUCATIONAL LEGAL ARTICLES WRITTEN BY MEMBERS AND DISTRIBUTED TO MEMBERS. THE ASSOCIATION ALSO BEGAN CONDUCTING WEBINARS IN CALANDAR YEAR 2018. THE EDUCATIONAL ACTIVITY WAS CONDUCTED BY MEMBERS OF THE ASSOCIATION, USPTO OFFICIALS, AND PTAB JUDGES. PROFESSIONAL ENGAGEMENT. THROUGH OPPORTUNITIES FOR SOCIAL ENGAGEMENT BETWEEN ALL MEMBERS OF THE PTAB COMMUNITY AT VARIOUS EVENTS, BOTH EDUCATIONAL AND SOCIAL, THE STANDARDS OF INTEGRITY, HONOR, SERVICE, COLLEGIALITY AND COURTESY ARE PROMOTED BY THE ASSOCIATION. THE ACTIVITY INCLUDES COMMITTEES COMPRISING ASSOCIATION MEMBERS TO PERFORM VARIOUS ACTIVITIES IN OPERATIONAL SUPPORT OF THE ASSOCIATION AND FOR DISCUSSING SUBSTANTIVE LEGAL AREAS OF THE LAW. THIS ACTIVITY ALSO INCLUDES SOCIAL ENGAGEMENTS SUCH AS DINNERS AND RECEPTIONS CONNECTED WITH EDUCATIONAL CONFERENCES AND WORKSHOPS. THIS ACTIVITY INVOLVES MEMBERS OF THE ASSOCIATION, USPTO OFFICIALS, AND PTAB JUDGES. PUBLIC SERVICE. THE ASSOCIATION HAS A COMMITTEE IN PLACE TO CONSIDER AMICUS CURIAE BRIEFS AND SIMILAR FILINGS IN OTHER APPEALS TO ASSIST THE COURT IN DECIDING IMPORTANT ISSUES AFFECTING THE PUBLIC AND MEMBERS OF THE ASSOCIATION INVOLVING PTAB PROCEEDINGS. THROUGH OTHER COMMITTEES OF THE ASSOCIATION, MEMBERS ALSO PROVIDE COMMENT AND FEEDBACK TO THE PTAB ON ITS OPERATIONS, RULES, TRIAL PRACTICE, BEST PRACTICES AND ADMINISTRATIVE IMPROVEMENTS TO HELP IMPROVE THE OPERATION OF THE LEGAL PROCEEDINGS CONDUCTED AT THE PTAB. THE ASSOCIATION ALSO IS COORDINATING WITH THE USPTO TO CORRDINATE THE PROVISION OF PRO BONO REPRESENTATION OF DESERVING LOW INCOME PARTICIPANTS BEFORE THE PTAB. SCHOLARSHIPS. THE ASSOCIATION ALSO PLANS TO CREATE SCHOLARSHIPS FOR DESERVING LAW STUDENTS INTERESTED IN PRACTICING BEFORE THE PTAB TO HELP PROMOTE DIVERSITY IN THE LEGAL PROFESSION AND THE FUTURE MEMBERSHIP OF THE ASSOCIATION. FORM 990, PAGE 6, PART VI, LINE 2 JOSHUA GOLDBERG KARA SPECHT PARTNER PARTNER FINNEGAN HENDERSON FARABOW GAR DANIEL ZEILBERGER LISA NGUYEN PARTNER PARTNER PAUL HASTINGS LLP TOM ROZYLOWICZ KARAN JHURANI PARTNER PARTNER FISH & RICHARDSON PC FORM 990, PAGE 6, PART VI, LINE 6 THE PTAB BAR ASSOCIATION HAS THREE CLASSES OF MEMBERSHIP: (1) REGULAR MEMBERS, (2) JUDICIAL MEMBERS, AND (3) AFFILIATES. REGULAR MEMBERS ARE PERSONS WHO ARE INTERESTED IN OR PRACTICE BEFORE THE PTAB, AND WHO ARE MEMBERS IN GOOD STANDING OF THE BAR OF A COURT OF RECORD OF THE UNITED STATES OR ANY STATE OR TERRITORY THEREOF OR OF THE DISTRICT OF COLUMBIA OR HAVE A REGISTRATION IN GOOD STANDING TO PRACTICE BEFORE THE USPTO (COLLECTIVELY, THE "BAR"). REGULAR MEMBERSHIP ALSO INCLUDES MEMBERS OF THE BAR WHO DEVOTE THEIR WORK ACTIVITY, SUBSTANTIALLY FULL TIME, TO TEACHING IN A LAW SCHOOL APPROVED BY THE ASSOCIATION OF AMERICAN LAW SCHOOLS. REGULAR MEMBERS HAVE THE RIGHT TO VOTE AND HOLD OFFICE AS A DIRECTOR OR OFFICER. JUDICIAL MEMBERS CONSIST OF ADMINISTRATIVE PATENT JUDGES ON THE PTAB AND PERSONS WHO ARE EMPLOYED FULL TIME AS A JUDGE IN ANY COURT, AGENCY OR OFFICE OF THE UNITED STATES OR ANY STATE OR TERRITORY THEREOF OR OF THE DISTRICT OF COLUMBIA AND WHO HAVE AN INTEREST IN PATENT LAW. JUDICIAL MEMBERS ARE NOT ENTITLED TO VOTE OR HOLD OFFICE AS A DIRECTOR OR OFFICER. AFFILIATES ARE PERSONS WHO ARE NOT QUALIFIED FOR REGULAR OR JUDICIAL MEMBERSHIP BUT WHO ARE INTERESTED IN THE PTAB. PERSONS WHO HAVE BEEN DISBARRED OR SUSPENDED FROM THE PRACTICE OF LAW IN ANY JURIDICTION ARE NOT ELIGIBLE TO BE AFFILIATES. AFFILIATES ARE NOT ENTITLED TO VOTE OR HOLD OFFICE AS A DIRECTOR OR OFFICER. THE BOARD HAS THE AUTHORITY AND DISCRETION TO CREATE ADDITIONAL MEMBER OR AFFILIATE CLASSES AND TO SET THE RIGHTS AND OBLIGATIONS OF THE CLASS. FORM 990, PAGE 6, PART VI, LINE 7A DURING THIS TAX YEAR, THE REGULAR MEMBERS OF THE PTAB BAR ASSOCIATION ELECTED THE OFFICERS AND DIRECTORS AT THE ANNUAL MEETING. AT EACH ANNUAL MEETING, FOUR NEW DIRECTORS WILL BE ELECTED TO SERVE THREE-YEAR TERMS AND THE PRESIDENT ELECT, VICE PRESIDENT, SECRETARY AND TREASURER WILL BE ELECTED FOR ONE-YEAR TERMS FROM THE ELIGIBLE DIRECTORS. THE PRESIDENT ROLE IS AUTOMATICALLY FILLED THE FOLLOWING YEAR BY THE PERSON ELECTED AS PRESIDENT ELECT THE PRIOR YEAR. FORM 990, PAGE 6, PART VI, LINE 7B THE DAY-TO-DAY GOVERNANCE OF THE PTAB BAR ASSOCIATION IS VESTED IN THE BOARD. HOWEVER, THE MEMBERSHIP ELECTS THE BOARD AS BRIEFLY DISCUSSED FOR LINE 7A ABOVE AND, WITH THE EXCEPTION OF THE CREATION OF NEW MEMBER OR AFFILIATE CLASSES, THE REGULAR MEMBERSHIP MUST APPROVE AMENDMENTS TO THE BYLAWS BY A TWO-THIRDS VOTE OF MEMBERS PRESENT AT ANY DULY CALLED MEETING OF THE ASOCIATION. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 AND SCHEDULE O ARE CIRCULATED TO THE BOARD IN SUBSTANTIALLY FINAL FORM FOR THEIR REVIEW AND COMMENT IN ADVANCE OF THE FILING OF THE TAX RETURN. ANY COMMENTS OR QUESTIONS ARE DISCUSSED EITHER ON A TELEPHONE CALL OR VIA EMAIL. AFTER THIS STEP IS COMPLETE, THE BOARD VOTES TO APPROVE THE FILING OF THE TAX RETURN IN ITS FINAL FORM. FORM 990, PAGE 6, PART VI, LINE 19 THE PTAB BAR ASSOCIATION'S GOVERNING DOCUMENTS, TAX RETURNS, AND ANNUAL REPORTS ARE AVAILABLE TO THE PUBLIC BY REQUEST AND THE BYLAWS ALSO ARE AVAILABLE ON THE ASSOCIATION'S WEBSITE. FORM 990, PART XI, LINE 9 TO ADJUST FROM ACCRUAL F/S TO CASH BASIS @01/31/25 -79,460