Civic Intelligence

Defense Research Institute Inc

EIN 39-0978501 • 501(c)6 • Chicago, IL

Profile

The Defense Research Institute, Inc. (DRI), a Wisconsin not-for-profit corporation, is involved in the following roles: to teach, educate and improve the skills of the defense law practitioner; to strive for improvement in the civil justice system; to be a counterpoint to the American Association of Justice; to be responsible to its members in dealing with economic realities of the law practice; and to celebrate and promote the role of lawyers in the broader society. DRI's revenues are composed primarily of dues and fees from educational seminars from defense lawyers throughout the United States.

222 S Riverside Plaza 1870Chicago, IL 60606

www.dri.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

70th percentile

0.40x

Higher debt load relative to assets than 70% of similar nonprofits.

501(c)6 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

67th percentile

0.55x

Higher debt load relative to revenue than 67% of similar nonprofits.

501(c)6 • $10M-$25M nonprofits • Source year 2024

Net Margin

33rd percentile

0.1%

Higher net margin than 33% of similar nonprofits.

501(c)6 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

81st percentile

$635,322

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

501(c)6 • $10M-$25M nonprofits • Source year 2024

Asset Growth

17th percentile

-3.7%

Faster asset growth than 17% of similar nonprofits.

501(c)6 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

60th percentile

9.1%

Faster revenue growth than 60% of similar nonprofits.

501(c)6 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Down

$16,969,724

Down $653,378 (-3.7%) from 2023

Liabilities

Down

$6,854,410

Down $1,201,996 (-15%) from 2023

Net Assets

Up

$10,115,314

Up $548,618 (+5.7%) from 2023

Revenue

Up

$12,575,134

Up $1,046,143 (+9.1%) from 2023

Expenses

Up

$12,563,126

Up $874,386 (+7.5%) from 2023

Net Income

Up

$12,008

Up $171,757 (+108%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2010: $13,907,615Liabilities 2010: $5,320,747Net Assets 2010: $8,586,8682010Assets 2011: $13,411,613Liabilities 2011: $5,154,938Net Assets 2011: $8,256,6752011Assets 2012: $14,359,197Liabilities 2012: $5,238,650Net Assets 2012: $9,120,5472012Assets 2013: $15,378,893Liabilities 2013: $5,493,114Net Assets 2013: $9,885,7792013Assets 2014: $15,356,181Liabilities 2014: $5,760,723Net Assets 2014: $9,595,4582014Assets 2015: $14,164,961Liabilities 2015: $5,126,860Net Assets 2015: $9,038,1012015Assets 2016: $14,986,200Liabilities 2016: $5,275,939Net Assets 2016: $9,710,2612016Assets 2017: $15,433,548Liabilities 2017: $5,284,268Net Assets 2017: $10,149,2802017Assets 2018: $14,527,164Liabilities 2018: $5,609,722Net Assets 2018: $8,917,4422018Assets 2019: $15,755,599Liabilities 2019: $5,112,474Net Assets 2019: $10,643,1252019Assets 2020: $14,238,696Liabilities 2020: $5,143,224Net Assets 2020: $9,095,4722020Assets 2021: $15,901,416Liabilities 2021: $5,122,879Net Assets 2021: $10,778,5372021Assets 2022: $15,853,542Liabilities 2022: $7,626,810Net Assets 2022: $8,226,7322022Assets 2023: $17,623,102Liabilities 2023: $8,056,406Net Assets 2023: $9,566,6962023Assets 2024: $16,969,724Liabilities 2024: $6,854,410Net Assets 2024: $10,115,3142024

Highlighted filing

2024

Assets$16,969,724
Liabilities$6,854,410
Net Assets$10,115,314

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $13,828,9972010Expenses 2011: $13,893,8092011Expenses 2012: $13,795,6342012Revenue 2013: $15,344,272Expenses 2013: $15,254,699Net Income 2013: $89,5732013Revenue 2014: $15,940,163Expenses 2014: $15,957,808Net Income 2014: -$17,6452014Revenue 2015: $15,349,671Expenses 2015: $15,186,369Net Income 2015: $163,3022015Revenue 2016: $15,350,026Expenses 2016: $14,844,047Net Income 2016: $505,9792016Revenue 2017: $15,282,324Expenses 2017: $15,477,504Net Income 2017: -$195,1802017Revenue 2018: $15,284,455Expenses 2018: $15,527,092Net Income 2018: -$242,6372018Revenue 2019: $14,933,420Expenses 2019: $14,754,773Net Income 2019: $178,6472019Revenue 2020: $8,078,194Expenses 2020: $10,394,793Net Income 2020: -$2,316,5992020Revenue 2021: $11,458,641Expenses 2021: $9,966,322Net Income 2021: $1,492,3192021Revenue 2022: $11,339,697Expenses 2022: $11,764,964Net Income 2022: -$425,2672022Revenue 2023: $11,528,991Expenses 2023: $11,688,740Net Income 2023: -$159,7492023Revenue 2024: $12,575,134Expenses 2024: $12,563,126Net Income 2024: $12,0082024

Highlighted filing

2024

Revenue$12,575,134
Expenses$12,563,126
Net Income$12,008

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.0$6.85$10.1$12.6$12.6$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.6$8.06$9.57$11.5$11.7$0.16
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.9$7.63$8.23$11.3$11.8$0.43
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.9$5.12$10.8$11.5$9.97$1.49
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.2$5.14$9.10$8.08$10.4$2.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.8$5.11$10.6$14.9$14.8$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.5$5.61$8.92$15.3$15.5$0.24
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.4$5.28$10.1$15.3$15.5$0.20
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.0$5.28$9.71$15.4$14.8$0.51
2015Detailed filing. Detailed filing data is available for this year.$14.2$5.13$9.04$15.3$15.2$0.16
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$5.76$9.60$15.9$16.0$0.02
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$5.49$9.89$15.3$15.3$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.4$5.24$9.12$13.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.4$5.15$8.26$13.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.9$5.32$8.59$13.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$17,781,828
Mission and Program Overview

Mission

The Defense Research Institute, Inc. (DRI), a Wisconsin not-for-profit corporation, is involved in the following roles: to teach, educate and improve the skills of the defense law practitioner; to strive for improvement in the civil justice system; to be a counterpoint to the American Association of Justice; to be responsible to its members in dealing with economic realities of the law practice; and to celebrate and promote the role of lawyers in the broader society. DRI's revenues are composed primarily of dues and fees from educational seminars from defense lawyers throughout the United States.

The defense research institute (dri) is an international membership organization of lawyers, involved in the defense of civil litigation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,539,502$11,810,962▲ $271,460
Prepaid Expenses and Deferred Charges$760,459$856,403▲ $95,944
Accounts Receivable$623,252$579,026▼ $44,226
Land, Buildings, and Equipment, Net$352,463$343,472▼ $8,991
Intangible Assets$3,043$338,541▲ $335,498
Cash and Non-Interest-Bearing Accounts$813,625$302,900▼ $510,725
Savings and Temporary Cash Investments$602,418$200,243▼ $402,175
Total Assets$17,623,102$16,969,724▼ $653,378
Other Assets Total$2,928,340$2,538,177▼ $390,163
Liabilities
Other Liabilities$3,229,487$2,857,579▼ $371,908
Deferred Revenue$2,761,001$1,965,145▼ $795,856
Accounts Payable and Accrued Expenses$936,953$1,096,997▲ $160,044
Mortgage Notes Payable Secured by Investment Property$1,128,965$934,689▼ $194,276
Total Liabilities$8,056,406$6,854,410▼ $1,201,996
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,566,696$10,115,314▲ $548,618
Total Net Assets Fund Balance$9,566,696$10,115,314▲ $548,618
Total Liabilities and Net Assets / Fund Balance$17,623,102$16,969,724▼ $653,378

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$211,746$519,183$730,929
Leasehold Improvements$131,726$66,761$198,487
Other Assets Org$2,538,177--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dean MartinezCEOFT$520,200$115,122$635,322
Sean M DolanCOOFT$276,142$88,657$364,799
Thomas FoleyVP, EngagementFT$167,212$48,657$215,869
James LaheyVP, Dps Association ManagementFT$131,450$49,627$181,077
Malik AlansariDirector of Finance and OperationsFT$127,938$51,747$179,685
Laurie MillerVP, ProgrammingFT$141,311$38,097$179,408
Glenda F WeaverDirector, ItFT$128,099$30,292$158,391

Board Members and Trustees

NameTitle
Patrick J SweeneyImmediate Past-president
Lana a OlsonIMMEDIATE PAST-PRESIDENT (TO OCT '24)
Anne M TalcottPresident
R Jeffrey LowePresident-elect
Jill Cranston RiceFirst Vice President
Sara M TurnerSecond Vice President
Albert Barclay WongDirector
Aleksandra ZivanovicDirector
Catherine a LeatherwoodDirector
Christopher J PylesDirector
Danielle M WaltzDirector
Dessi N DayDirector
Donna M LamontagneDirector
Dyan J EbertDirector
Heidi G GoebelDirector
Jody C CorbettDirector
Marie E ChafeDirector
Mario J DelanoDirector
Matthew J LaviskyDirector
Matthew T NelsonDirector
Michael L DaileyDirector
Rachel Tallon ReynoldsDirector
Renee W LivingstonDirector
Stacy L DouglasDirector
Tanner J WallsDirector
Amanda M CialkowskiDIRECTOR (FROM OCT '24)
Beth a LochmillerDIRECTOR (FROM OCT '24)
Christopher B TurneyDIRECTOR (FROM OCT '24)
J Dominic CampodonicoDIRECTOR (FROM OCT '24)
Juan M Marquez JrDIRECTOR (FROM OCT '24)
Marc H HarwellDIRECTOR (FROM OCT '24)
Michael a MaliaDIRECTOR (FROM OCT '24)
Michelle Thurber CzapskiDIRECTOR (FROM OCT '24)
Morgan J MilnerDIRECTOR (FROM OCT '24)
Slater C ElzaDIRECTOR (FROM OCT '24)
William K McviskDIRECTOR (FROM OCT '24)
Catherine C DuganDIRECTOR (TO OCT '24)
Craig a MarvinneyDIRECTOR (TO OCT '24)
David L JonesDIRECTOR (TO OCT '24)
James P CraigDIRECTOR (TO OCT '24)
James W HehnerDIRECTOR (TO OCT '24)
Matthew S HefflefingerDIRECTOR (TO OCT '24)
Michael D CarterDIRECTOR (TO OCT '24)
Michele Y SmithDIRECTOR (TO OCT '24)
Stephen O PlunkettDIRECTOR (TO OCT '24)
Thomas J MaroneyDIRECTOR (TO OCT '24)
Tracey L TurnbullDIRECTOR (TO OCT '24)
Ricardo a WoodsSecretary-treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
HyattHotel Services150 N RIVERSIDE PLAZA, Chicago, IL 60606$719,799
MarriottHotel Services7750 WISCONSIN AVE, Bethesda, MD 20814$469,858
Sheraton Ny Times SquareHotel Services811 7TH AVE W 53RD ST, New York, NY 10019$226,341
Remembers (impexium)Cloud Based Agency Mgmt ServicesPO BOX 1478, Spotsylvania, VA 22553$220,450
Hilton HotelsHotel Services1919 CONNECTICUT AVE NW, Washington, DC 20009$207,688
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$10,547,247
Investment Income
$736,212
Other Revenue
$1,291,675
Change in Net Assets
$12,008
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,651,289
Salaries, Compensation, and Employee Benefits$5,911,837
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$3,697,598
Conferences and Meetings---$2,538,732
Current Officers, Directors, Trustees, and Key Employees---$1,000,121
Travel---$918,570
Occupancy---$805,170
Information Technology---$688,301
Other Employee Benefits---$632,058
Office Expenses---$440,867
Payroll Taxes---$367,587
Fees for Services Other---$263,877
Pension Plan Contributions---$214,473
Advertising---$120,819
Insurance---$103,525
Fees for Service Investment Mgmnt Fees---$100,552
Depreciation Depletion---$98,621
Interest---$64,705
Fees for Services Accounting---$28,157
All Other Expenses---$19,424
Fees for Services Legal---$16,844
Other Expenses---$8,241
Total Functional Expenses$0$0$0$12,563,126
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$2,856,708
Due to Affilliates$871
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization's members include individual members and corporate members.

Form 990, Part VI, Section A, Line 7A

During each calendar year there is an election of the second vice president, the secretary-treasurer, four members of the board of directors elected nationally, and four members of the board of directors elected by region.

Form 990, Part VI, Section B, Line 11B

Prior to filing the return with the irs, the form 990 is reviewed by the organization's outside independent tax advisors and by the management and treasurer of the organization.

Form 990, Part VI, Section B, Line 12C

The defense research institute's (dri) staff and board are requested to sign a conflict of interest policy every year. Within the document, it states any item that needs investigation should be brought to the secretary-treasurer who in turn will discuss and investigate with the finance committee & dri officers. If it is determined that a conflict of interest exists, the board member will be required to abstain from voting on the matter.

Form 990, Part VI, Section B, Line 15

At year end, the defense research institute officers determine and approve the ceo's salary and bonus. For the process, there is a written employment contract that is utilized as well as compensation surverys, other forms 990 of similar size organizations and a compensation committee that is comprised of officers of the organization.

Form 990, Part VI, Section C, Line 19

Financial states, governing documents, and conflict of interest policies are not required disclosures pursuant to internal revenue code (irc) section 6104. These documents are not available to the public at this time.

Filing and Contact Details

Filer

Filer Name
Defense Research Institute Inc
EIN
39-0978501
Phone
3127951101
Address
222 S RIVERSIDE PLAZA 1870, CHICAGO, IL 60606
Doing Business As
Dri - Voice of the Defense Bar

Signing Officer

Name
Dean Martinez
Title
CEO
Phone
3127951101
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dean Martinez
Formed
1960
Legal Domicile
Wi
Voting Board Members
37
Independent Board Members
36
Employees
53
Volunteers
300

Preparer

Firm
Johnson Lambert Llp
Address
4242 SIX FORKS ROAD SUITE 1500, RALEIGH, NC 27609
Preparer
J Calvin Marks
Phone
9197196400
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Refund write-offs 55,723. Bad debt expense -43,731.

Raw XML AppendixShowing 400 of 955 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0936953
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01096997
IRS990/AccountsReceivableGrp/BOYAmt0623252
IRS990/AccountsReceivableGrp/EOYAmt0579026
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE DEFENSE RESEARCH INSTITUTE (DRI) IS AN INTERNATIONAL MEMBERSHIP ORGANIZATION OF LAWYERS, INVOLVED IN THE DEFENSE OF CIVIL LITIGATION.
IRS990/AdvertisingGrp/TotalAmt0120819
IRS990/AllOtherExpensesGrp/TotalAmt019424
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
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IRS990/BooksInCareOfDetail/PhoneNum03126986203
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0222 S RIVERSIDE PLAZA STE 1870
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHICAGO
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IRS990/BooksInCareOfDetail/USAddress/ZIPCd060606
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IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt09
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt01000121
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
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IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0719799
IRS990/ContractorCompensationGrp/CompensationAmt1469858
IRS990/ContractorCompensationGrp/CompensationAmt2226341
IRS990/ContractorCompensationGrp/CompensationAmt3220450
IRS990/ContractorCompensationGrp/CompensationAmt4207688
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1BETHESDA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2NEW YORK
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IRS990/ContractorCompensationGrp/ServicesDesc0HOTEL SERVICES
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IRS990/ContractorCompensationGrp/ServicesDesc2HOTEL SERVICES
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IRS990/ContractorCompensationGrp/ServicesDesc4HOTEL SERVICES
IRS990/CreditCounselingInd00
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IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/CYOtherExpensesAmt06651289
IRS990/CYOtherRevenueAmt01291675
IRS990/CYProgramServiceRevenueAmt010547247
IRS990/CYRevenuesLessExpensesAmt012008
IRS990/CYSalariesCompEmpBnftPaidAmt05911837
IRS990/CYTotalExpensesAmt012563126
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IRS990/CYTotalProfFndrsngExpnsAmt00
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IRS990/Desc0THE DEFENSE RESEARCH INSTITUTE OFFERS A VARIETY OF SEMINARS, WEB CONFERENCES, AND WEB-CASTS THROUGHOUT THE YEAR THAT KEEPS THE ORGANIZATION MEMBERS INFORMED ABOUT CURRENT ISSUES INVOLVING LAW AND RELATED AREAS.
IRS990/DescribedInSection501c3Ind00
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IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt053
IRS990/EmploymentTaxReturnsFiledInd01
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IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt028157
IRS990/FeesForServicesLegalGrp/TotalAmt016844
IRS990/FeesForServicesOtherGrp/TotalAmt0263877
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0100552
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
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