Liabilities / Assets
81st percentile
Higher debt load relative to assets than 81% of similar nonprofits.
EIN 81-3067012 • 501(c)6 • Mclean, VA
Profile
The ptab bar association has four core activities: education, professional engagement, public service, and scholarships. Schedule o provides additional detail for each activity.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
81st percentile
Higher debt load relative to assets than 81% of similar nonprofits.
Liabilities / Revenue
82nd percentile
Higher debt load relative to revenue than 82% of similar nonprofits.
Net Margin
79th percentile
Higher net margin than 79% of similar nonprofits.
Top Officer Pay
Score unavailable
No filing with officer rows is available for this organization yet.
Asset Growth
89th percentile
Faster asset growth than 89% of similar nonprofits.
Revenue Growth
78th percentile
Faster revenue growth than 78% of similar nonprofits.
Assets
Up$907,638
Up $177,735 (+24%) from 2024
Liabilities
Up$307,261
Up $99,420 (+48%) from 2024
Net Assets
Up$600,377
Up $78,315 (+15%) from 2024
Revenue
Up$920,693
Up $84,799 (+10%) from 2024
Expenses
Up$762,918
Up $117,455 (+18%) from 2024
Net Income
Down$157,775
Down $32,656 (-17%) from 2024
Most recent year
2025 • Form 990Detailed filing. Detailed filing data is available for this year.
The ptab bar association has four core activities: education, professional engagement, public service, and scholarships. Schedule o provides additional detail for each activity.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $522,062 | $600,377 | ▲ $78,315 |
| Savings and Temporary Cash Investments | - | $574,478 | - |
| Cash and Non-Interest-Bearing Accounts | $704,051 | $290,032 | ▼ $414,019 |
| Prepaid Expenses and Deferred Charges | $22,777 | $43,128 | ▲ $20,351 |
| Intangible Assets | $3,075 | - | - |
| Total Assets | $729,903 | $907,638 | ▲ $177,735 |
| Liabilities | |||
| Deferred Revenue | $196,633 | $303,550 | ▲ $106,917 |
| Accounts Payable and Accrued Expenses | $11,208 | $3,711 | ▼ $7,497 |
| Total Liabilities | $207,841 | $307,261 | ▲ $99,420 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $522,062 | $600,377 | ▲ $78,315 |
| Total Liabilities and Net Assets / Fund Balance | $729,903 | $907,638 | ▲ $177,735 |
| Name | Title |
|---|---|
| Li-hsien Lily Rin-laures | President |
| Megan Raymond | President- E |
| Eugene Goryunov | Director |
| Gene Lee | Director |
| Heather Petruzzi | Director |
| Inge Osman | Director |
| JENNIFER O'CONNELL | Director |
| Jennifer Bush | Director |
| Jennifer Chagnon | Director |
| Kara Specht | Director |
| Karan Jhurani | Director |
| Kevin Mcnish | Director |
| Lisa Nguyen | Director |
| Lissi Mojica | Director |
| Thomas Rozylowicz | Secretary |
| Daniel Zeilberger | Treasurer |
| Joshua Goldberg | Vice Preside |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Ritz- Carlton | Catering/av | 1150 22ND ST NW, Washington, DC 20037 | $311,209 |
| Mci-usa | Management | 1660 INTERNATIONAL DRIVE STE 600, Mclean, VA 22102 | $235,907 |
| Line Item | Amount |
|---|---|
| Other Expenses | $762,918 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Conferences and Meetings | - | - | - | $481,625 |
| Fees for Services Management | - | - | - | $235,907 |
| Fees for Services Accounting | - | - | - | $9,515 |
| Fees for Services Other | - | - | - | $7,844 |
| Information Technology | - | - | - | $5,990 |
| Office Expenses | - | - | - | $3,441 |
| Depreciation Depletion | - | - | - | $3,075 |
| Insurance | - | - | - | $1,860 |
| Other Expenses | - | - | - | $25 |
| Total Functional Expenses | $0 | $0 | $0 | $762,918 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $762,918 |
| Expenses per Audited Statements | $735,461 |
| Total Expenses per Audited Statements | $735,461 |
| Expenses Not Reported on Financial Statements | $27,457 |
| Other Expense Adjustments | $27,457 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“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”
“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.”
“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.”
“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.”
“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.”
“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.”
“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.”
“To adjust from accrual f/s to cash basis @01/31/25 -79,460”
“Changes in accruals/gaap financials 106,917”
“Changes in accruals for gaap financials 27,457”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
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| IRS990/ActivityOrMissionDesc | 0 | THE PTAB BAR ASSOCIATION HAS FOUR CORE ACTIVITIES: EDUCATION, PROFESSIONAL ENGAGEMENT, PUBLIC SERVICE, AND SCHOLARSHIPS. SCHEDULE O PROVIDES ADDITIONAL DETAIL FOR EACH ACTIVITY. |
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| IRS990/Desc | 0 | 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. |
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| IRS990/MissionDesc | 0 | THE PTAB BAR ASSOCIATION HAS FOUR CORE ACTIVITIES: EDUCATION, PROFESSIONAL ENGAGEMENT, PUBLIC SERVICE, AND SCHOLARSHIPS. SCHEDULE O PROVIDES ADDITIONAL DETAIL FOR EACH ACTIVITY. |
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| IRS990/ProgramServiceRevenueGrp/Desc | 0 | CONFERENCE SPONSORSHIPS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | MEMBERSHIP DUES |
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| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | 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. |
| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | 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. |
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| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | CHANGES IN ACCRUALS/GAAP FINANCIALS 106,917 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | CHANGES IN ACCRUALS FOR GAAP FINANCIALS 27,457 |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE D, PAGE 4, PART XI, LINE 4B |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | TO ADJUST FROM ACCRUAL F/S TO CASH BASIS @01/31/25 -79,460 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 6, PART VI, LINE 2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 7A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PAGE 6, PART VI, LINE 7B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | FORM 990, PART XI, LINE 9 |
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