Civic Intelligence

Ptab Bar Association

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.

1660 International Drive Ste 600Mclean, VA 22102

www.ptabbar.org

Siviq Scores

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

Liabilities / Assets

81st percentile

0.34x

Higher debt load relative to assets than 81% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

82nd percentile

0.33x

Higher debt load relative to revenue than 82% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Net Margin

79th percentile

17%

Higher net margin than 79% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

89th percentile

30%

Faster asset growth than 89% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2025

Revenue Growth

78th percentile

21%

Faster revenue growth than 78% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2025

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

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2017: $404,675Liabilities 2017: $0Net Assets 2017: $404,6752017Assets 2018: $552,272Liabilities 2018: $220,750Net Assets 2018: $331,5222018Assets 2019: $589,902Liabilities 2019: $218,930Net Assets 2019: $370,9722019Assets 2020: $549,852Liabilities 2020: $130,058Net Assets 2020: $419,7942020Assets 2021: $570,001Liabilities 2021: $21,087Net Assets 2021: $548,9142021Assets 2022: $528,592Liabilities 2022: $34,498Net Assets 2022: $494,0942022Assets 2023: $533,394Liabilities 2023: $74,605Net Assets 2023: $458,7892023Assets 2024: $729,903Liabilities 2024: $207,841Net Assets 2024: $522,0622024Assets 2025: $907,638Liabilities 2025: $307,261Net Assets 2025: $600,3772025

Highlighted filing

2025

Assets$907,638
Liabilities$307,261
Net Assets$600,377

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2017: $475,241Expenses 2017: $70,567Net Income 2017: $404,6742017Revenue 2018: $504,810Expenses 2018: $369,546Net Income 2018: $135,2642018Revenue 2019: $563,230Expenses 2019: $524,277Net Income 2019: $38,9532019Revenue 2020: $419,376Expenses 2020: $477,775Net Income 2020: -$58,3992020Revenue 2021: $317,895Expenses 2021: $367,250Net Income 2021: -$49,3552021Revenue 2022: $521,255Expenses 2022: $457,531Net Income 2022: $63,7242022Revenue 2023: $626,992Expenses 2023: $636,280Net Income 2023: -$9,2882023Revenue 2024: $835,894Expenses 2024: $645,463Net Income 2024: $190,4312024Revenue 2025: $920,693Expenses 2025: $762,918Net Income 2025: $157,7752025

Highlighted filing

2025

Revenue$920,693
Expenses$762,918
Net Income$157,775

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Feb 1, 2024 to Jan 31, 2025
Signed
Dec 11, 2025
Return Version
2024v5.0
Gross Receipts
$920,693
Mission and Program Overview

Mission

The ptab bar association has four core activities: education, professional engagement, public service, and scholarships. Schedule o provides additional detail for each activity.

Balance Sheet Detail
LineBeginningEndChange
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
Compensation and Service Providers

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Ritz- CarltonCatering/av1150 22ND ST NW, Washington, DC 20037$311,209
Mci-usaManagement1660 INTERNATIONAL DRIVE STE 600, Mclean, VA 22102$235,907
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$892,251
Investment Income
$19,279
Other Revenue
$9,163
Change in Net Assets
$157,775

Audited Revenue Reconciliation

Revenue per Audited Statements
$813,776
Revenue Not Reported on Financial Statements
$106,917
Other Revenue Adjustments
$106,917
Total Revenue per Audited Statements
$813,776
Total Revenue per Form 990
$920,693
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$762,918
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
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

Audited Expense Reconciliation

Line ItemAmount
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
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

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.

Filing and Contact Details

Filer

Filer Name
Ptab Bar Association
EIN
81-3067012
Phone
7035063260
Address
1660 INTERNATIONAL DRIVE STE 600, MCLEAN, VA 22102

Signing Officer

Name
Daniel Zeilberger
Title
Treasurer
Phone
7035063260
Signed
2025-12-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Li-hsien Lily Rin-laures
Formed
2016
Legal Domicile
Va
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
40

Preparer

Firm
Steve Guy & Associates Pc
Address
4900 SOUTHPOINT DRIVE, FREDERICKSBURG, VA 22407
Preparer
Wanda Stempin
Phone
5408917555
Supplemental Narrative

Additional Explanations

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, Part XI, Line 9

To adjust from accrual f/s to cash basis @01/31/25 -79,460

Financial Statement Notes

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

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IRS990/MissionDesc0THE 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/ProgSrvcAccomActy2Grp/Desc0SOCIAL 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/Desc0THE 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/ExplanationTxt1CHANGES IN ACCRUALS FOR GAAP FINANCIALS 27,457
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PART 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/ExplanationTxt1JOSHUA 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/ExplanationTxt2THE 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/ExplanationTxt3DURING 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/ExplanationTxt4THE 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/ExplanationTxt5THE 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/ExplanationTxt6THE 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/ExplanationTxt7TO ADJUST FROM ACCRUAL F/S TO CASH BASIS @01/31/25 -79,460
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