2025-08-26T09:22:09-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 20 STANWIX STREET PITTSBURGH PA 15222 990 2024-01-01 251605078 ACADEMY OF TRIAL LAWYERS OF ALLEGHENY COUNTY ACAD 4123439266 PO BOX 14744 PITTSBURGH PA 152340744 JASON E MATZUS TREASURER 4123439266 2025-08-25 1 1 KELLY A BROCIOUS P01254262 4126976400 2025-08-25 2024 2025-03-06 01:10:19Z JASON E MATZUS PO BOX 14744 PITTSBURGH PA 152340744 599867 0 X N/A X 1959 PA THE ACADEMY OF TRIAL LAWYERS OF ALLEGHENY COUNTY ESTABLISHES AND MAINTAINS A GROUP OF SKILLED, EXPERIENCED AND RESPECTED CIVIL TRIAL LAWYERS, REPRESENTATIVE OF BOTH PLAINTIFFS AND DEFENDANTS, WITH THE OBJECTIVE OF IMPROVING AND ENHANCING THE ADMINISTRATION OF JUSTICE. 16 16 1 35 0 0 835 900 514982 573697 21908 23177 0 2093 537725 599867 0 0 0 0 71924 86120 0 0 0 446774 427698 518698 513818 19027 86049 285039 364112 11226 4250 273813 359862 X THE PURPOSE OF THE ACADEMY OF TRIAL LAWYERS OF ALLEGHENY COUNTY SHALL BE TO:(A) ESTABLISH AND MAINTAIN A GROUP OF SKILLED, EXPERIENCED AND RESPECTED CIVIL TRIAL LAWYERS, REPRESENTATIVE OF BOTH PLAINTIFFS AND DEFENDANTS, WITH THE OBJECTIVE OF IMPROVING AND ENHANCING THE ADMINISTRATION OF JUSTICE;(B) ASSIST THE COURTS IN THE PROMPT AND JUST DISPOSITION OF CASES;(C) PROMOTE LEGAL EDUCATION;(D) MAINTAIN AND PROMOTE THE HIGHEST STANDARD OF PROFESSIONAL CONDUCT;(E) PRESERVE TRIAL BY JURY AS HERETOFORE;(F) COOPERATE WITH AND MAKE RECOMMENDATIONS TO THE COURTS, LAW SCHOOLS, LEGISLATIVE BODIES, ADMINISTRATIVE AGENCIES, BAR ASSOCIATIONS, MEDICAL ASSOCIATIONS, AND OTHER INSTITUTIONS AND AGENCIES CONCERNED WITH THE IMPROVEMENT OF LAW AND ADMINISTRATION OF JUSTICE; AND (G) DISSEMINATE USEFUL INFORMATION AND MATERIALS TO THE BAR AND GENERAL PUBLIC TO FURTHER THE PURPOSES ABOVE SET FORTH. 0 0 THE ACADEMY OF TRIAL LAWYERS OF ALLEGHENY COUNTY HAS A MASTER OF TRIAL ADVOCACY RETREAT WHICH INCLUDES SEMINARS AND MEETINGS FOR LAWYERS AND JUDGES. THIS RETREAT IS BENEFICIAL TO ALL MEMBERS WHO ATTEND AND MEMBERS RECEIVE REQUIRED CLE CREDITS. THE ACADEMY OF TRIAL LAWYERS OF ALLEGHENY COUNTY HAS A FEDERAL PRACTICE SEMINAR, WHICH INVOLVES FEDERAL COURT PRACTICE AND PROCEDURES. THIS SEMINAR IS BENEFICIAL TO ALL MEMBERS WHO ATTEND AND MEMBERS RECEIVE REQUIRED CLE CREDITS. 0 0 0 1 0 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 1 1 0 0 0 0 1 1 1 1 1 1 0 0 X MARY-CLARE REYNOLDS 4123439266 320 ASHLAND AVE PITTSBURGH PA 15228 BETHANN R LLOYD PRESIDENT 5.00 X X 0 0 0 DAVID A STRASSBURGER PRESIDENT ELECT 5.00 X X 0 0 0 HOWARD J SCHULBERG VICE PRESIDENT 5.00 X X 0 0 0 KATHLEEN MCALLISTER SECRETARY 5.00 X X 0 0 0 JASON E MATZUS TREASURER 5.00 X X 0 0 0 LAURA D PHILLIPS ASSISTANT TREASURER 5.00 X X 0 0 0 KATIE KILLION GOVERNOR 1.00 X 0 0 0 MATTHEW KURZWEG GOVERNOR 1.00 X 0 0 0 NIKKI LYKOS GOVERNOR 1.00 X 0 0 0 DEAN PASSODELIS GOVERNOR 1.00 X 0 0 0 MARY-JO REBELO GOVERNOR 1.00 X 0 0 0 DAVID J BERARDINELLI GOVERNOR 1.00 X 0 0 0 ALYSON J KIRLEIS GOVERNOR 1.00 X 0 0 0 ANDREW J LEGER GOVERNOR 1.00 X 0 0 0 DIANNE S WAINWRIGHT GOVERNOR 1.00 X 0 0 0 GINA M ZUMPELLA GOVERNOR 1.00 X 0 0 0 MARY-CLARE REYNOLDS EXECUTIVE DIRECTOR 40.00 X 77205 0 0 77205 0 0 0 0 0 0 0 900 900 REGISTRATION FEES 541900 277292 277292 SPONSORSHIP INCOME 541900 140395 140395 MEMBERSHIP DUES 541900 125545 125545 MEAL FEES 541900 26786 26786 INITIATION FEES 541900 2400 2400 1279 1279 573697 12321 12321 10856 0 10856 10856 10856 MISCELLANEOUS INCOME 900099 2093 2093 2093 599867 575790 0 23177 77205 911 1956 6048 5739 175 19282 14501 7078 5212 9394 PROGRAM & MEETING EXP 360807 CONTRIBUTIONS 4602 DUES & SUBSCRIPTIONS 889 MISCELLANEOUS EXP 19 513818 91135 154913 193904 209199 285039 364112 9476 141 1750 4109 11226 4250 X 273813 359862 273813 359862 285039 364112 86049 0 X 0 0 0 0 1 0 0 193904 15295 209199 164449 29455 193904 185042 -20593 164449 184528 2324 1810 185042 182979 3109 1560 184528 1.00000 0 0 0 MORGAN STANLEY INVESTMENTS 209199 F 209199 PAYROLL LIABILITIES 4109 4109 PART V, LINE 4: THE ACADEMY OF TRIAL LAWYERS OF ALLEGHENY COUNTY'S ENDOWMENT FUND WERE RAISED THROUGH CONTRIBUTIONS FROM MEMBERS OF THE ORGANIZATION ON A VOLUNTARY BASIS. THE FUNDS ARE TO BE USED FOR THE PROTECTION OF CITIZENS RIGHT TO A TRIAL BY JURY. FORM 990, PART VI, SECTION A, LINE 6 THE NUMBER OF ACTIVE MEMBERS OF THE ACADEMY OF TRIAL LAWYERS OF ALLEGHENY COUNTY SHALL BE FIXED BY THE MEMBERSHIP AND SHALL NOT EXCEED TWO HUNDRED-FIFTY (250) INDIVIDUALS. FORM 990, PART VI, SECTION A, LINE 7A EACH ACTIVE MEMBER OF THE ACADEMY OF TRIAL LAWYERS OF ALLEGHENY COUNTY SHALL BE ENTITED TO ONE VOTE IN REGARDS TO VOTING FOR THE ORGANIZATION'S BOARD OF GOVERNORS. VOTING BY MEMBERS SHALL BE ONLY IN PERSON. FORM 990, PART VI, SECTION A, LINE 7B IF THE DECISIONS OF THE BOARD OF GOVERNORS AFFECTS THE ACADEMY OF TRIAL LAWYERS OF ALLEGHENY COUNTY'S BYLAWS AND AMENDMENTS THEN THE DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO THE APPROVAL OF THE MEMBERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B THE BOARD OF GOVERNORS MAY, BY RESOLUTION OR RESOLUTIONS PASSED BY A MAJORITY OF THE ENTIRE BOARD, DESIGNATE ONE OR MORE COMITTEES TO ACT IN AN ADVISORY CAPACITY OF THE BOARD. SUCH COMMITTEE OR COMMITTEES SHALL HAVE SUCH NAME OR NAMES AS MAY BE DETERMINED FROM TIME TO TIME BY RESOLUTION ADOPTED BY THE BOARD OF GOVERNORS. THE COMMITTEES SHALL REPORT TO THE BOARD WHEN REQUESTED. THE STANDING COMMITTEES OF THE ACADEMY SHALL BE THE MEMBERSHIP COMMITTEE, THE PROGRAM COMMITTEE, THE LONG RANGE PLANNING COMMITTEE, THE ARCHIVES COMMITTEE, THE BYLAWS COMMITTEE, THE FINANCE COMMITTEE, AND THE DIVERSITY COMMITTEE. THE COMMITTEE MEETINGS ARE NOT DOCUMENTED DUE TO THE COMMITTEES NOT BEING AUTHORIZED TO ACT ON BEHALF OF THE BOARD OF GOVERNORS WITHOUT SUBSEQUENT APPROVAL OF THE BOARD OF GOVERNORS. FORM 990, PART VI, SECTION B, LINE 11B THE ACADEMY OF TRIAL LAWYERS OF ALLEGHENY COUNTY HAS A CPA FIRM PREPARE ITS FORM 990. THE RETURN IS COMPLETED IN DRAFT FORM AND REVIEWED BY THE EXECUTIVE DIRECTOR OF THE ORGANIZATION. THE FORM 990 IS THEN PROVIDED TO THE OFFICERS FOR REVIEW BEFORE THE TAX RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ACADEMY OF TRIAL LAWYERS OF ALLEGHENY COUNTY ANNUALLY REQUIRES ITS BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES TO FILL OUT A CONFLICTS OF INTEREST FORM. DURING BOARD MEETINGS, IF AN INTERESTED PARTY HAS A CONFLICT, HE OR SHE RECUSES THEMSELVES FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15A THE ACADEMY OF TRIAL LAWYERS OF ALLEGHENY COUNTY HAS A PERSONNEL COMMITTEE THAT IS ESTABLISHED BEFORE THE COMPENSATION REVIEW OF THE EXECUTIVE DIRECTOR. THE COMMITTEE IS APPOINTED BY THE ENTIRE BOARD OF GOVERNORS AND CONSISTS OF 1 BOARD MEMBER, 1 OFFICER OF THE BOARD, AND INDIVIDUALS WITH EXPERTISE IN EMPLOYMENT COMPENSATION. THE PURPOSE OF THE PERSONNEL COMMITTEE IS TO MAKE RECOMMENDATIONS REGARDING THE COMPENSATION INCREASES OF THE EXECUTIVE DIRECTOR AND THEN DELIVER THE RECOMMENDATIONS TO THE ENTIRE BOARD FOR REVIEW. THE ENTIRE BOARD OF GOVERNORS REVIEWS THE RECOMMENDATIONS SUBMITTED BY THE PERSONNEL COMMITTEE AND THEN VOTES ON THE COMPENSATION INCREASES OF THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 18 THE ACADEMY OF TRIAL LAWYERS OF ALLEGHENY COUNTY MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 AT THIS TIME, THE ACADEMY OF TRIAL LAWYERS OF ALLEGHENY COUNTY DOES NOT MAKE ITS GOVERNING DOCUMENTS AVAILABLE TO THE GENERAL PUBLIC. THE ORGANIZATION IS NOT AUDITED OR REVIEWED AND THEREFORE DOES NOT HAVE INDEPENDENT FINANCIAL STATEMENTS AVAILABLE FOR THE VIEWING OF THE GENERAL PUBLIC.