Liabilities / Assets
70th percentile
Higher debt load relative to assets than 70% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
70th percentile
Higher debt load relative to assets than 70% of similar nonprofits.
Liabilities / Revenue
74th percentile
Higher debt load relative to revenue than 74% of similar nonprofits.
Net Margin
15th percentile
Higher net margin than 15% of similar nonprofits.
Top Officer Pay
44th percentile
Higher top officer pay than 44% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
20th percentile
Faster asset growth than 20% of similar nonprofits.
Revenue Growth
24th percentile
Faster revenue growth than 24% of similar nonprofits.
Assets
Down$549,852
Down $40,050 (-6.8%) from 2019
Net Assets
Up$419,794
Up $48,822 (+13%) from 2019
Liabilities
Down$130,058
Down $88,872 (-41%) from 2019
Revenue
Down$419,376
Down $143,854 (-26%) from 2019
Expenses
Down$477,775
Down $46,502 (-8.9%) from 2019
Net Income
Down-$58,399
Down $97,352 (-250%) from 2019
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 | |||
| Cash and Non-Interest-Bearing Accounts | $578,893 | $533,352 | ▼ $45,541 |
| Rtn Earn Endowment Incm Other Fnds | $370,972 | $419,794 | ▲ $48,822 |
| Accounts Receivable | $5,000 | $16,500 | ▲ $11,500 |
| Prepaid Expenses and Deferred Charges | $5,150 | - | - |
| Intangible Assets | $859 | - | - |
| Total Assets | $589,902 | $549,852 | ▼ $40,050 |
| Liabilities | |||
| Deferred Revenue | $218,930 | $105,905 | ▼ $113,025 |
| Accounts Payable and Accrued Expenses | - | $24,153 | - |
| Total Liabilities | $218,930 | $130,058 | ▼ $88,872 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $370,972 | $419,794 | ▲ $48,822 |
| Total Liabilities and Net Assets / Fund Balance | $589,902 | $549,852 | ▼ $40,050 |
| Name | Title |
|---|---|
| Naveen Modi | President |
| J Steven Baughman | President-el |
| Alison Baldwin | Director |
| Bob Steinberg | Director |
| Herb Hart | Director |
| Jason Stach | Director |
| Jon Wright | Director |
| Li-hsien Rin-laures | Director |
| Marc Richards | Director |
| Mita Chatterjee | Director |
| Q Todd Dickinson | Director |
| Tom Rozylowicz | Director |
| Gene Lee | Current Trea |
| Erika Arner | Past Preside |
| Teresa Stanek Rea | Secretary |
| David W Higer | Treasurer |
| W Karl Renner | Vice Preside |
| Line Item | Amount |
|---|---|
| Other Expenses | $477,775 |
| 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 | - | - | - | $237,334 |
| Fees for Services Management | - | - | - | $192,400 |
| Office Expenses | - | - | - | $10,529 |
| Information Technology | - | - | - | $9,414 |
| Travel | - | - | - | $2,184 |
| Insurance | - | - | - | $1,801 |
| Other Expenses | - | - | - | $1,652 |
| Depreciation Depletion | - | - | - | $859 |
| Total Functional Expenses | $0 | $0 | $0 | $477,775 |
| Line Item | Amount |
|---|---|
| Total Expenses per Audited Statements | $507,079 |
| Expenses per Audited Statements | $477,775 |
| Total Expenses per Form 990 | $477,775 |
| Expenses Not Reported on Form 990 | $29,304 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“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, five 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 and a journal in connection with john marshall law school. 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 organizational events, both educational and social, the standards of integrity, honor, service, collegiality and courtesy are promoted by the association. The activity includes committees formed within the association that are populated with 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 will be conducted by members of the association, uspto officials, and ptab judges. Public service. The association has prepared and filed an amicus curiae "friends of the court" brief in oil states energy services, llc v greene's energy group, llc no. 16-712 u.s. S.ct, in which the constitutionality of ptab proceedings were at issue. The association has a committee in place to consider similar filings in other appeals to assist the court in deciding important issues affecting the public and members of the association involving the proceedings the ptab conducts. Through other committees of the association, members also will 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 considering ways in which it can coordinate its members to provide 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. This activity is in the discussion stages and would not begin until at least 2019 and will be conducted by members of the association.”
“Change in accruals-gaap financials 125,025 increase in accts receivable 11,500”
“Changes in accruals for gaap financials 29,304”
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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|---|---|---|
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| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 24153 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 5000 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 16500 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| 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. |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | DAVID W HIGER |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 7035063260 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 7918 JONES BRANCH DRIVE STE 300 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | MCLEAN |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | VA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 22102 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 578893 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 533352 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 237334 |
| IRS990/ConflictOfInterestPolicyInd | 0 | false |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
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| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 0 |
| IRS990/CYOtherExpensesAmt | 0 | 477775 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 419376 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -58399 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 477775 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 419376 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | true |
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| IRS990/DeductibleNonCashContriInd | 0 | false |
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| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 105905 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 859 |
| IRS990/Desc | 0 | THE PTAB BAR ASSOCIATION INVESTED SIGNIFICANT TIME AND FINANCIAL RESOURCES IN PLANNING AND PREPARING FOR ITS ANNUAL CONFERENCE HELD IN MARCH AND THOUGHT LEADER CONFERENCE HELD IN NOVEMBER. BOTH CONFERENCES HAD 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/Form990PartVIISectionAGrp/PersonNm | 5 | ERIKA ARNER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | ALISON BALDWIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | MITA CHATTERJEE |
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| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | GENE LEE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | MARC RICHARDS |
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| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | PRESIDENT-EL |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | VICE PRESIDE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | PAST PRESIDE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | CURRENT TREA |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | DIRECTOR |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 2016 |
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| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 17 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
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| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 17 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 9414 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 1801 |
| IRS990/IntangibleAssetsGrp/BOYAmt | 0 | 859 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | VA |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | true |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| 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. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 370972 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 419794 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 10529 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
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| IRS990/OtherExpensesGrp/Desc | 3 | MISCELLANEOUS |
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| IRS990/OtherExpensesGrp/TotalAmt | 1 | 6198 |
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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 SOCIAL 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 PEPARING AND ELECTRONICALLY PUBLISHING A BI-WEEKLY EMAIL SUMMARIZING SIGNIFICANT DEVELOPMENTS RELATED TO PRACTICE BEFORE THE PTAB. |
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| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | CHANGE IN ACCRUALS-GAAP FINANCIALS 125,025 INCREASE IN ACCTS RECEIVABLE 11,500 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | CHANGES IN ACCRUALS FOR GAAP FINANCIALS 29,304 |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE D, PAGE 4, PART XI, LINE 2D |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | SCHEDULE D, PAGE 4, PART XII, LINE 2D |
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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 AND A JOURNAL IN CONNECTION WITH JOHN MARSHALL LAW SCHOOL. 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 ORGANIZATIONAL EVENTS, BOTH EDUCATIONAL AND SOCIAL, THE STANDARDS OF INTEGRITY, HONOR, SERVICE, COLLEGIALITY AND COURTESY ARE PROMOTED BY THE ASSOCIATION. THE ACTIVITY INCLUDES COMMITTEES FORMED WITHIN THE ASSOCIATION THAT ARE POPULATED WITH 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 WILL BE CONDUCTED BY MEMBERS OF THE ASSOCIATION, USPTO OFFICIALS, AND PTAB JUDGES. PUBLIC SERVICE. THE ASSOCIATION HAS PREPARED AND FILED AN AMICUS CURIAE "FRIENDS OF THE COURT" BRIEF IN OIL STATES ENERGY SERVICES, LLC V GREENE'S ENERGY GROUP, LLC NO. 16-712 U.S. S.CT, IN WHICH THE CONSTITUTIONALITY OF PTAB PROCEEDINGS WERE AT ISSUE. THE ASSOCIATION HAS A COMMITTEE IN PLACE TO CONSIDER SIMILAR FILINGS IN OTHER APPEALS TO ASSIST THE COURT IN DECIDING IMPORTANT ISSUES AFFECTING THE PUBLIC AND MEMBERS OF THE ASSOCIATION INVOLVING THE PROCEEDINGS THE PTAB CONDUCTS. THROUGH OTHER COMMITTEES OF THE ASSOCIATION, MEMBERS ALSO WILL 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 CONSIDERING WAYS IN WHICH IT CAN COORDINATE ITS MEMBERS TO PROVIDE 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. THIS ACTIVITY IS IN THE DISCUSSION STAGES AND WOULD NOT BEGIN UNTIL AT LEAST 2019 AND WILL BE CONDUCTED BY MEMBERS OF THE ASSOCIATION. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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 | 2 | 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, FIVE 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 | 3 | 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 | 4 | 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 | 5 | 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. |
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| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 7B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PAGE 6, PART VI, LINE 19 |
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Displayed year
2020 • Form 990Detailed filing. Detailed filing data is available for this year.