American Board of Trial Advocates

Nonprofit profile at a glance

EIN
952504030
IRS 990 coverage
2011–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024
Location
Dallas, TX, US
Phone
(800) 932-2682
Rating confidence
Limited

Official website

Reported finances

Revenue
$3,464,207
Expenses
$3,335,282
Assets
$7,777,858
Liabilities
$3,657,813

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

266 people listed

Executive titles in this filing

  • Ms Andrea La'Verne Edney (National President)
  • Mr Steven W Quattlebaum (Immediate Past President)
  • Ms Jennifer Haltom Doan (National President-Elect)
  • Mr William D Shapiro (National Vice President)
  • Mr Frederick W James (Foundation President)
  • Mr Charles L Henke (ABOTA National Appointee / Region President)

Highest reported compensation

  • Brian Tyson (Executive Director): $312,022 total reported compensation
  • Sarah Wahlert Kersh (Associate Executive Direct): $218,912 total reported compensation
  • Molly McDonald (Foundation Assoc Executive): $197,756 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Preserving and promoting the Seventh Amendment right to civil jury trial.

What it reported doing in 2024

The organization conducts seminars and meetings to further educate trial lawyers and honor accomplishments of its members.

Operating model

Revenue model
Earned-program. 90% of the money available for current operations came from fees and other program revenue.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: NotEnoughData
  • Transparency & Controls: 87
  • Accountability: 99
  • Sustainability: 46
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 3 of 6 controls in place; rating input score 50
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Limited
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 99.2%; rating input score 99; 27th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 3.7%; rating input score 47; 47th percentile among comparable filings
  • Total-asset coverage ratio: 2.33; rating input score 67; 67th percentile among comparable filings
  • Liabilities to assets ratio: 0.47; rating input score 23; 23rd percentile among comparable filings
  • Officer compensation ratio: 18.4%; rating input score 14; 14th percentile among comparable filings

Growth

  • Program expense growth: 2.4% per year; rating input score 100; 24th percentile among comparable filings
  • Revenue growth: 5.8% per year; rating input score 100; 47th percentile among comparable filings
  • Asset growth: 5.1% per year; rating input score 100; 35th percentile among comparable filings

Details

  • What they do: 3 programs and campaigns described on the official site · 1 operating location identified
  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: 260 of 262 board members independent · 9 of 9 filing controls reported
  • Programs: 2 filed program accomplishments
  • Leadership: top reported pay $312K · 266 people listed · 3 of 6 pay-setting controls reported
  • Highest-paid contractors: 1 contractor listed · $303K reported
  • Consistency: 14 of 14 current checks pass
  • Schedules: 6 filed schedules · includes grants and executive pay
  • Filing history: 13 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: 11 filed money-flow records
  • Related organizations: 9 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Sustainability: Operating margin scored 47/100.
  • High — Sustainability: Officer compensation ratio scored 14/100.
  • High — Sustainability: Liabilities to assets ratio scored 23/100.