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Ptab Bar Association FY2023 filing

Not tax-deductible

McLean, VA501(c)(6)Community Development EIN 81-3067012Revenue $627K in FY2023

On file with the IRSptabbar.org1660 International Dr Ste 600, 22102-4877 · McLean, VATax-exempt since Mar 2018

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The Ptab Bar Association has four core activities: education, professional engagement, public service, and scholarships. Schedule o provides additional detail for each activity.

501(c)(6) business league; gifts are not tax-deductible as charitable contributions.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78

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FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 4
filings with a surplus
Average surplus $72K a year · 11% of revenue · last 4 filings
Worth a look: a surplus in 2 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
10 mo
of spending, in cash
Looks good: 9.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$75K
14% of total assets
Looks good: liabilities are 14% of assets; 50% or less.
Pt X · Ln 26
Independent board members
17
of 17 voting members
Looks good: 17 of 17 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$627K
+97% vs prior year
Spent
$636K
To programs
0%
Net assets
$459K
By yearFY2021–FY2025
Revenue
$627K
FY2023▲ +97%
Tap a bar for its year
Revenue by fiscal year
FY2021$318K
FY2023$627K
FY2024$836K
FY2025$921K
Expenses
$636K
FY2023▲ +73%
Tap a bar for its year
Expenses by fiscal year
FY2021$367K
FY2023$636K
FY2024$645K
FY2025$763K
Net assets
$459K
FY2023▼ -16%
Tap a bar for its year
Net assets by fiscal year
FY2021$549K
FY2023$459K
FY2024$522K
FY2025$600K

From the FY2023 Form 990 (year ending January 2023) · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 2018.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

17 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
$0Pt VII · Sec A
Monica Grewal
President-El
$0Pt VII · Sec A
Jon Wright
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Lisa Nguyen
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
See Ptab Bar Association executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Educates, engages professionals, provides public service, and offers scholarships.

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Provided by the organization

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3 programs · in their own filed words · FY2022
01

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…

Pt IX · col B
02

The ptab bar association invested significant time and financial resources in planning and preparing for its annual conference held in march 2022 and the thought leader summit in november 2022.

Pt IX · col B
03

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.

Pt IX · col B

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$627K
Ln 12
Fees for servicesLn 2g$624K
Gifts and grantsLn 1h$3K
Money outPt IX
$636K
Ln 25
Owns and owesPt X
$459K
net assets · Ln 32
Cash and savingsLn 1–2$510K
Total assetsLn 16$533K
LiabilitiesLn 26$75K
PeoplePt VI, VII
17
listed · VII A
PaidVII A0
Voting boardVI 1a17
IndependentVI 1b17
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$3K
Fees for servicesLn 2g$624K
Total revenueLn 12$627K
Assets in detailPt X, end of year
CashLn 1$510K
Cash and savings togetherLn 1–2$510K
Total assetsLn 16$533K
LiabilitiesLn 26$75K
Net assetsLn 32$459K
OperationsPt I, VI
EmployeesI 50
VolunteersI 625
Fiscal year endsHeaderJanuary
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$529K$510K
Total assetsLn 16$529K$533K
LiabilitiesLn 26$34K$75K
Net assetsLn 32$494K$459K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Management feesLn 11a$235K
Accounting feesLn 11c$8K
Other fees for servicesLn 11g$7K
Office expensesLn 13$14K
Information technologyLn 14$6K
Conferences, conventions and meetingsLn 19$349K
Depreciation, depletion and amortizationLn 22$3K
InsuranceLn 23$3K
Other expenses (24a–d)Ln 24$11K
Total functional expensesLn 25$636K$0$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $921K$763K$158K$600K 990 PDF
FY2024 $836K$645K$190K$522K 990 PDF
FY2023 Viewing $627K$636K−$9K$459K 990 PDF
FY2022 Not on file
FY2021 $318K$367K−$49K$549K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $626,992 revenue, 12 lines filed
I-8 Contributions and grants$2,600
I-9 Program service revenuePrior year $521,255$624,392
I-10 Investment income$0
I-11 Other revenue$0
I-12 Total revenuePrior year $521,255$626,992
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $457,531$636,280
I-18 Total expensesPrior year $457,531$636,280
I-19 Revenue less expensesPrior year $63,724−$9,288
Part VI · Governance 17 of 17 board members independent, 4 to look at
VI-1a Voting members of the governing body17
VI-1b Independent voting members17
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $626,992 across 4 lines filed
VIII-1f All other contributions, gifts and grants$2,600
VIII-1h Total contributions, gifts and grants$2,600
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $624,392$624,392
VIII-12 Total revenueRelated to mission $624,392$626,992
Part IX · Statement of functional expenses $636,280 across 9 lines filed
IX-11a Management fees$235,333
IX-11c Accounting fees$7,550
IX-11g Other fees for services$6,968
IX-13 Office expenses$14,192
IX-14 Information technology$5,884
IX-19 Conferences, conventions and meetings$349,202
IX-22 Depreciation, depletion and amortization$2,634
IX-23 Insurance$3,420
IX-24 Other expenses (24a–d)$11,097
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$636,280
Part X · Balance sheet $533,394 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $528,592$510,318
X-9 Prepaid expenses and deferred charges$17,089
X-14 Intangible assets$5,987
X-16 Total assetsStart of year $528,592$533,394
X-17 Accounts payable and accrued expensesStart of year $30,503$9,240
X-19 Deferred revenueStart of year $3,995$65,365
X-26 Total liabilitiesStart of year $34,498$74,605
X-32 Total net assets or fund balancesStart of year $494,094$458,789
X-33 Total liabilities and net assetsStart of year $528,592$533,394
Part XI · Reconciliation of net assets $458,789 net assets at year end
XI-1 Total revenue$626,992
XI-2 Total expenses$636,280
XI-3 Revenue less expenses−$9,288
XI-4 Net assets at start of year$494,094
XI-9 Other changes in net assets−$26,017
XI-10 Net assets at end of year$458,789

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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