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American Bar Association
Section of Real Property, Probate and Trust Law
Financial Statement
FY 1999 FY 2000 FY 2001 FY 2002 FY 2003 FY 2004 FY 2005 FY 2006 FY 2007 FY 2008 Inc./(Dec.)
Audited Audited Audited Audited Audited Audited Audited Audited 9 Month Estimated YE as % Proposed FY2007 /
Final Final Final Final Final Final Final Final Budget Actual Year End of Budget Budget FY2008
Revenue
General Activity
$ 1,055,991 $ 1,071,198 $ 1,026,692 1,021,029 $ 1,250,154 $ 1,191,717 $ 1,202,220 $ 1,200,276 $ 1,122,000 $ 1,192,945 $ 1,197,200 106.70% $ 1,125,000 $ (72,200)
45,433 34,795 37,315 38,754 43,174 32,019 30,862 30,595 23,000 17,675 23,500 102.17% 21,500 (2,000)
Dues
Subtotal, General Activity 1,101,424 1,105,993 1,064,007 1,059,783 1,293,328 1,223,736 1,233,082 1,230,871 1,145,000 1,210,620 1,220,700 106.61% 1,146,500 (74,200)
Royalties & Misc.
Meetings (Fall, MY, Sprg, Annl) 79,159 120,769 70,416 43,049 42,130 19,205 21,459 9,463 13,500 13,652 14,756 109.30% 13,000 (1,756)
Sponsorships 92,600 112,500 112,500 212,500 100,000 168,667 269,297 269.30% 120,000 (149,297)
CLE Programs 473,973 338,084 290,622 337,126 299,905 257,831 338,197 449,219 290,800 290,060 434,125 149.29% 396,500 (37,625)
Journal 6,458 6,848 8,232 8,784 7,870 12,165 10,662 13,844 8,100 7,113 9,600 118.52% 9,600 0
Magazine 79,470 72,419 61,633 53,315 52,847 84,666 106,217 79,960 77,700 35,698 63,741 82.03% 81,700 17,959
eNewsletter 0 0 0 0 0 0 0 0 0 0 0 0 0
Directories 35 70 0 0 0 0 0 0 0 0 0 0 0
Books 363,310 393,181 348,408 417,036 422,219 546,147 453,153 549,305 550,000 345,785 515,000 93.64% 524,000 9,000
Standing Committees 0 0 0 0 0 0 0 0 0 0 0 0 0
Informational Committees 704 1,500 1,410 990 13,009 720 25,588 960 1,200 1,110 1,200 100.00% 1,200 0
Division, Joint & Other Committees 2,560 144 186 202 60 12 164 32 0 0 0 0 0
Officers 0 0 0 0 0 0 0 0 0 0 0 0 0
Liaison & Section Projects 2,364 0 0 0 0 11,184 36,316 8,624 30,000 0 10,000 10,000 0
TOTAL REVENUE 2,109,457 2,039,008 1,844,914 1,920,285 2,223,969 2,268,166 2,337,338 2,554,778 2,216,300 2,072,705 2,538,419 114.53% 2,302,500 (235,919)
Expense
General Activity
183,716 217,125 178,824 195,925 176,932 190,585 203,510 242,791 265,085 165,423 237,007 89.41% 313,500 76,493
27,501 18,937 15,411 21,588 11,372 16,083 43,130 17,591 21,500 5,905 8,000 37.21% 12,500 4,500
Salaries and Space
10,663 20,238 18,129 21,150 23,488 18,033 37,890 11,103 14,200 9,626 11,200 78.87% 12,200 1,000
Printing
24,468 31,848 23,550 29,546 21,540 23,573 653 26,545 24,445 10,612 24,520 100.31% 25,100 580
Postage
Misc. Meetings 18,269 5,325 16,301 559 7,056 0 12,820 2,629 1,000 95 100 10.00% 0 (100)
Telephone, Computer
29,800 29,812 29,520 28,516 28,612 56,040 27,168 26,712 27,000 20,394 27,000 100.00% 27,000 0
Travel &
38,569 24,966 15,983 18,914 25,229 23,244 38,068 14,867 16,200 24,355 31,320 193.33% 22,000 (9,320)
ABA Head Tax
0 0 2,083 0 0 0 0 0 0 0 0 0 0
Supplies & Misc.
Subtotal, General Activity 332,986 348,251 299,801 316,198 294,230 327,558 363,239 342,238 369,430 236,410 339,147 91.80% 412,300 73,153
Joint Membership Contribution
Meetings (Fall, MY, Spring, Annual) 465,308 778,256 565,187 486,189 493,770 383,052 471,399 428,871 474,105 367,104 520,797 109.85% 425,250 (95,547)
CLE Programs 391,774 331,939 315,798 231,963 300,721 214,222 292,604 218,650 215,929 251,682 347,890 161.11% 289,750 (58,140)
Journal 286,129 255,585 314,709 237,433 213,926 272,529 236,848 214,456 258,990 154,318 258,376 99.76% 280,000 21,624
Magazine 278,483 279,897 312,247 322,096 328,893 323,421 328,106 362,493 368,058 261,797 354,123 96.21% 376,666 22,543
Directories 26,089 25,380 3,406 12,072 8,568 14,795 13,826 359 10,000 6,296 6,296 62.96% 9,500 3,204
e-Newsletter 1,500 4,800 0 600 1,800 1,200
Books 238,758 246,596 257,486 289,944 275,058 233,422 191,479 268,440 335,000 189,406 250,000 74.63% 321,380 71,380
Standing Committees 65,872 51,769 71,630 62,745 40,033 52,462 58,380 76,960 75,550 80,130 90,575 119.89% 144,200 53,625
Informational Committees 6,046 19,052 13,357 14,539 10,985 27,324 23,619 10,981 9,000 5,062 7,500 83.33% 7,500 0
Division, Joint & Other Committees 25,671 12,603 10,116 8,053 46,774 35,681 10,693 20,398 18,400 3,706 5,300 28.80% 18,100 12,800
Officers/Executive Committee 7,796 24,114 20,835 11,446 4,427 5,976 12,359 7,873 13,000 7,806 13,600 104.62% 16,600 3,000
Liaison & Section Projects 62,128 117,323 68,302 75,313 56,011 62,377 64,132 59,459 59,250 49,563 56,750 95.78% 116,750 60,000
TOTAL EXPENSE 2,187,040 2,490,765 2,252,874 2,067,991 2,073,395 1,952,819 2,066,684 2,012,678 2,211,512 1,613,280 2,250,954 101.78% 2,419,796 168,842
NET OPERATIONS (77,583) (451,757) (407,960) (147,706) 150,574 315,347 270,654 542,100 4,788 459,425 287,465 6004.18% (117,296) (404,761)
Investment Income 57,244 54,723 32,840 19,144 18,354 17,990 44,515 71,441 10,000 54,382 60,000 600.00% 10,000 (50,000)
Realized/Unrealized Gains (Loss) 330,333 174,264 (188,806) (138,769) 131,317 69,067 111,103 93,600 70,000 159,638 175,000 250.00% 80,000 (95,000)
387,577 228,987 (155,966) (119,625) 149,671 87,057 155,618 165,041 80,000 214,020 235,000 293.75% 90,000 (145,000)
NET $ 309,994 $ (222,770) $ (563,926) (267,331) $ 300,245 $ 402,404 $ 426,272 $ 707,141 $ 84,788 $ 673,445 $ 522,465 616.20% $ (27,296) $(549,761)
Beginning Fund Balance** $ 1,047,909 $1,357,903 $1,135,133 $ 571,207 $ 303,876 $ 604,121 $1,006,525 $ 1,456,496 $ 2,163,725 $ 2,163,725 $2,163,725 $ 2,686,190
Year End Actual 309,994 (222,770) (563,926) (267,331) 300,245 402,404 426,272 707,141 84,788 673,445 522,465 (27,296)
Ending Fund Balance $ 1,357,903 $1,135,133 $ 571,207 $ 303,876 $ 604,121 $1,006,525 $1,432,797 $ 2,163,637 $ 2,248,513 $ 2,837,170 $2,686,190 $ 2,658,894
Total Investment Funds $ 1,361,609 $ 1,537,251 $ 1,181,978 $ 708,938 $ 854,107 $ 935,916 $ 1,474,703 $ 1,603,686 $ 2,291,215
Deferred Income*** $ 742,806 $ 664,660 $ 696,733 $ 829,992 $ 661,009 $ 715,869 $ 739,294 $680,680 $ 39,767
Cash $ 723,917 $ 244,502 $ 50,391 $ 307,950 $ 389,349 $ 784,014 $ 719,138 $1,240,719 $ 585,764
*Sponsorships for prior years contained in meetings and CLE expense and revenue line items.
Estimated totals: 1999, $62,600; 2000, $62,500; 2001, $36,500; 2002, $52,500.
There were also $70,000 of in-kind sponsorships for the 2003 Spring Meeting
*Beginning Fund Balance represents the accumulated revenues in excess of expenditures for the immediate year ended and prior years. The
Fund Balance is commonly referred to as the "Reserve," which is different from the total of long-term investments or total assets. Prior year's
unrealized gains and losses are included in this balance since they are a type of revenue. The Ending Fund Balance is the sum of the
Beginning Fund Balance and the net of the year-to-date revenue and expense, which include the current year's unrealized gains or losses.
***Primarily dues collected for the next bar year (beginning September 1).
15430-0000000-BASIC SUPPORT
FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
Total Activity Expense 327,558 334,655 342,238 384,633 236,410 339,147 412,300
Total Activity Revenue 1,310,793 1,388,700 1,495,912 1,225,000 1,424,640 1,555,700 1,226,500
Net Activity 983,235 1,054,045 1,153,674 840,368 1,188,230 1,216,553 814,200
216,016
1,404,246
ABA_RESP, ABA_LOB, ABA_LOB Description: 15430-0000000-BASIC SUPPORT
Period FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Account Account Description Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
00100 SALARIES 141,520 148,880 189,000 96,534 141,200 200,000
00300 OVERTIME 668 1,000 1,000
00500 PAYROLL TAXES 10,610 10,622 13,703 6,719 9,884 14,500
00600 FRINGE 34,919 37,279 50,085 21,198 30,923 45,000
00628 FRINGE BENEFIT-ADJUSTMENT (1,789) 0
00700 TEMPORARIES 18,150 18,578 2,000 1,283 1,500 2,000
01100 STAFF DEVELOPMENT/TRAINING 3,743 1,500 845 1,500 1,500
01400 PHOTOCOPYING 2,542 1,102 1,500 586 1,000 1,000
01500 PRINTING 22,997 16,489 20,000 5,319 7,000 10,000
02100 POSTAGE-1ST CLASS METERED 15,195 7,034 9,000 7,206 8,000 9,000
02101 POSTAGE-EXPR/MESSENGER SERV 3,852 3,230 4,000 2,359 3,000 3,000
02102 POSTAGE-BULK & UPS GROUND 325 144 200 61 200 200
02107 POSTAGE-PERMIT MAILINGS 7,415 695 1,000 0
02200 SUPPLIES 14,893 13,747 15,000 24,342 30,000 20,000
02500 BOOKS/PERIODICALS/MEMBERSHIPS 270 262 1,000 300 1,000
02719 PHONE TOLLS-USAGE 150 13,113 8,000 8,985 10,000 10,000
03000 STAFF TRAVEL 6,830 2,629 1,000 0
04000 MEMB/VOL TRAVEL 3,990 0 0
04300 GROUP FUNCTIONS 2,000 95 100
09400 OUTSIDE OFFICE SERVICES 22,905 840 1,000 1,000
15200 EQUIPMENT PURCHASES 3 132 2,000 0 1,000
16401 PHONE BASIC-SERVICE FEES 500 2,000 1,425 1,500 1,500 1,300
16420 PUBLICATION INVENTORY STORAGE 110 0
16440 SPACE OCCUPANCY-CHICAGO 100 23,689 24,000 38,176 51,000 51,000
16490 CREDIT CARD SERVICE FEES 18 13 20
16550 COMPUTER EQUIPMENT SERVICE FEES 11,300 13,020 127 13,020 12,800
16560 ELECTRONIC COMMUNICATION SERVICES
16580 COPYRIGHT FEES 200
18063 INTERFUND TRANS OUT-STAFF SUPPORT COSTS 27,168 26,712 27,000 20,394 27,000 27,000
20050 ASSOCIATE DUES 12,926 13,192 12,000 13,285 13,500 12,000
21000 SECTION DUES 1,176,658 1,173,686 1,100,000 1,165,967 1,170,000 1,100,000
21020 LAW STUDENT DUES 12,636 13,398 10,000 13,693 13,700 13,000
23903 COMMISSIONS-GROUPS 15,653 15,581 12,000 6,945 9,000 10,000
24001 INVESTMENT INCOME 44,515 71,441 10,000 54,382 60,000 10,000
24090 REALIZED GAINS/LOSSES 111,103 93,600 70,000 159,638 175,000 70,000
24850 ROYALTIES 10,756 10,055 1,000 95 1,000 1,000
25004 CORPORATE CONTRIBUTIONS 100,000 100,000 0
28000 INTERFUND TRANSFERS
28021 ALLOCATION MAILING LIST SALES 2,693 3,761 1,000 2,385 2,500 2,500
28029 ALLOCATION ON-LINE ROYALTIES 7,000 7,491 9,000 7,000
28030 ALLOCATION PACKAGE PLAN SALES 1,760 1,198 2,000 759 2,000 1,000
40000 UNREALIZED GAIN (LOSS)
40020 UNREAL G(L)-CAP GUARD
40030 UNREAL G(L)-SIT MID CAP
40050 UNREAL G(L)-PIMCO
Grand Total
Page 1
15430-0005000-PRIOR ANNUAL MEET
FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
Total Activity Expense 1,464 105 7 1,000 0 0 0
Total Activity Revenue 8,932 0 0 0 0 0 0
Net Activity 7,468 (105) (7) (1,000) 0 0 0
ABA_RESP, ABA_LOB, ABA_LOB Description: 15430-0005000-PRIhR ANNUAL MEETING
Period FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Account Account Description Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
01500 PRINTING
01532 PRINTING-PROGR BOOKS/MATERIALS
02102 POSTAGE-BULK & UPS GROUND 44 5
04014 MEMB/VOL TRAVEL-Fellows 500
04067 MEMB/VOL TRAVEL-SPEAKER TRAVEL
04338 GROUP FUNCTIONS-DINNER/DANCE 500
16420 PUBLICATION INVENTORY STORAGE 61 2
16490 CREDIT CARD SERVICE FEES
23611 BREAKFAST 1
24302 AUDIO/Video SALES
24304 BOOK SALES
Grand Total
Page 2
15430-0005020-ANNUAL MEETING
Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
Total Activity Expense 29,584 57,188 30,011 57,200 1,373 33,073 33,800
Total Activity Revenue 2,912 3,244 (120) 3,500 1,896 0 0
Net Activity (26,672) (53,944) (30,131) (53,700) 523 (33,073) (33,800)
ABA_RESP, ABA_LOB, ABA_LOB Description: 15430-0005020-ANNUAL MEETING
Period FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Account Account Description Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
00700 TEMPORARIES
01400 PHOTOCOPYING
01500 PRINTING 144 418 0 500 500
01532 PRINTING-PROGR BOOKS/MATERIALS
02100 POSTAGE-1ST CLASS METERED 136 200 200
02101 POSTAGE-EXPR/MESSENGER SERV 34
02102 POSTAGE-BULK & UPS GROUND
02107 POSTAGE-PERMIT MAILINGS
02200 SUPPLIES 2,865 475 1,000 1,000 1,000
02242 SUPPLIES-SIGNS
02719 PHONE TOLLS-USAGE
02800 EQUIP RENT/LEASE 4,770 4,000 4,000 4,000
03000 STAFF TRAVEL 966 1,969 1,000 0 1,000
03013 STAFF TRAVEL-SITE VISITS 1,000 1,273 1,273 1,000
04000 MEMB/VOL TRAVEL 974 2,000 2,000 2,000
04067 MEMB/VOL TRAVEL-SPEAKER TRAVEL 2,979 0
04300 GROUP FUNCTIONS 14,331 23,850 3,000 36 3,000 3,000
04305 GROUP FUNCTIONS-AWARDS PRESENTATION
04334 GROUP FUNCTIONS-DINNER 15,000 8,000 8,000
04374 GROUP FUNCTIONS-LEADERSHIP DINNER 14,586 8,000 8,000
04375 GROUP FUNCTIONS-LUNCHEONS 14,509 2,097 15,000 5,000 5,000
04376 GROUP FUNCTIONS-LUNCHEON/ANNUAL
04384 GROUP FUNCTIONS-M BRENT AWARDS LUNCHEON 0
04429 GROUP FUNCTIONS-Social FUNCTIONS 15,000
10305 EDIT/DESIGN SERV-DESIGN SERVICES
16420 PUBLICATION INVENTORY STORAGE 1,083 228 200
16490 CREDIT CARD SERVICE FEES 35 64 100 100
17517 TRANS TO ABA/FJE-FJE
17520 TRANS Th ABA/FJE-MARGARET BRENT AWARDS
18062 INTERFUND speaker-SPEAKER REGISTRATION FEES
18085 CLE PROGRAM FACILITIES CHARGES 750 0
23000 REGISTRATION FEES 2,179 1,896
23600 GROUP FUNCTIONS 230
23610 BREAKFAST
23611 BREAKFAST 1
23614 GROUP BREAKFAST
23642 AWARD LUNCHEON 850
23645 GROUP LUNCHEON 1,500
23869 Social FUNCTIONS 2,000
24304 BOOK SALES (15) (120)
24850 ROYALTIES
26009 Corporate SPONSORSHIP
28024 ALLOCATION OF REGISTRATION FEE
Grand Total
Page 3
15430-0005130-MID-YEAR MEETING
FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
Total Activity Expense 7,601 23,173 6,825 13,000 14,195 12,667 14,000
Total Activity Revenue 0 0
Net Activity (7,601) (23,173) (6,825) (13,000) (14,195) (12,667) (14,000)
ABA_RESP, ABA_LOB, ABA_LOB Description: 15430-0005130-MID-YEAR MEETING
Period FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Account Account Description Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
04000 MEMB/VOL TRAVEL 11,684 3,802 4,000 5,162 5,162 6,000
STAFF TRAVEL 773 1,528 0 0
04300 GROUP FUNCTIONS 8,716 3,023 8,000 7,505 7,505 8,000
17506 TRANS TO ABA/FJE-SPIRIT EXCELLENCE AWARD 2,000 1,000 0 0
Grand Total
*Note: Some expenses for FY2006 were charged to the FJE "Transfer Tax Task Force" account since accounting was unable to transfer funds to the section
Page 4
15430-1100038-PROBATE & PROPERT
FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
Total Activity Expense 323,421 328,106 362,493 368,058 261,797 354,123 376,666
Total Activity Revenue 84,666 106,217 79,960 77,700 35,698 63,741 81,700
Net Activity (238,755) (221,889) (282,533) (290,358) (226,099) (290,382) (294,966)
ABA_RESP, ABA_LOB, ABA_LOB Description: 15430-1100038-PRhBATE & Property MAGAZINE
Period FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Account Account Description Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
00904 CONSULT-EDITORIAL
01400 PHOTOCOPYING 4 4
01500 PRINTING 105,214 125,605 68,000 102,285 64,740 68,500
01530 PRINTING-PAPER 62,500 60,161 64,500
02100 POSTAGE-1ST CLASS METERED 706 921 2,000 691 925 1,500
02101 POSTAGE-EXPR/MESSENGER SERV 5,145 1,644 2,000 1,230 1,673 2,000
02102 POSTAGE-BULK & UPS GROUND 49 31 250 250
02107 POSTAGE-PERMIT MAILINGS 55,397 61,371 59,000 34,820 56,251 62,850
02200 SUPPLIES 794 500 0
02217 SUPPLIES-EDITOR'S OFFICE 0 129 2,000 1,000 1,000
02719 PHONE TOLLS-USAGE 243 244 2,000 183 250 1,500
03000 STAFF TRAVEL 340 691 2,500 611 611 2,000
04004 MEMB/VOL TRAVEL-BOARD EXPENSES 1,160 3,215 3,000 1,109 2,500 3,000
10501 ARTWORK-ART DIRECTION 0 1,412 1,500 772 1,500 1,500
12817 PROMOTION/MKTG-RESEARCH 4,756 4,795 8,000 4,959 6,500 8,000
16420 PUBLICATION INVENTORY STORAGE 654 626 500 295 450 500
16490 CREDIT CARD SERVICE FEES 8 5 25 9 9 25
16500 STAFF SERV FEE 0 0 25 25
16501 STAFF SERV FEE-MISC DESIGN/WEB 5,420 6,184 8,000 4,299 5,138 8,000
16502 STAFF SERV FEE-EDITORIAL 78,780 82,680 77,568 58,174 80,800 80,256
16505 STAFF SERV FEE-DESIGN 64,640 67,840 63,590 47,691 66,246 65,818
16506 STAFF SERV FEE-PRINT ADMINIS. 3,600 3,900 3,900 3,465 4,165 4,200
16,507 STAFF SERV FEE -- MISC EDITORIAL/WEB 1,200 1,200 1,200 1,200 1,200 1,242
24200 SUBSCRIPTION REVENUES 2,359 3,386 3,000 2,950 3,900 3,000
24303 BACK ISSUES AND SINGLE COPY SALES 103 301 200 99 135 200
28006 ADVERTISING DEV FUND ALLOCATION 95,984 69,423 68,000 27,521 52,816 72,000
28029 ALLOCATION ON-LINE ROYALTIES 7,771 6,850 6,500 5,128 6,890 6,500
Grand Total
Page 5
15430-1160009-REAL PROPERTY JOU
FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
Total Activity Expense 272,529 236,848 214,456 258,990 154,318 258,376 280,000
Total Activity Revenue 12,165 10,662 13,844 8,100 7,113 9,600 9,600
Net Activity (260,364) (226,186) (200,612) (250,890) (147,205) (248,776) (270,400)
ABA_RESP, ABA_LOB, ABA_LOB Description: 15430-1160009-REAL Property Journal
Period FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Account Account Description Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
00705 TEMPS-SECRETARIAL SERV 29,944 29,944 30,000 29,944 30,000 30,000
00900 CONSULTANTS
01500 PRINTING 98,035 80,541 112,740 87,582 116,776 117,000
01538 REPRINTS 1,963 3,000 3,000
02100 POSTAGE-1ST CLASS METERED 319 427 1,000 318 1,000 1,000
02101 POSTAGE-EXPR/MESSENGER SERV 180 1,000 48 200 500
02102 POSTAGE-BULK & UPS GROUND 323 (388) 500 145 400 500
02107 POSTAGE-PERMIT MAILINGS 36,803 31,447 40,000 32,402 40,000 56,000
02200 SUPPLIES 265
02719 PHONE TOLLS-USAGE
04000 MEMB/VOL TRAVEL 3,250 4,825 5,000 1,677 3,000 5,000
04300 GROUP FUNCTIONS 3,860 3,684 3,000 3,000 3,000
11520 AWARDS-SCHOLARSHIPS 60,000 60,000 60,000 60,000 60,000
16420 PUBLICATION INVENTORY STORAGE 912 752 500 711 1,000 1,000
16490 CREDIT CARD SERVICE FEES 108 9 250 1
16501 STAFF SERV FEE-MISC DESIGN/WEB 90 150 1,000 90 200 200
16506 STAFF SERV FEE-PRINT ADMINIS. 1,061 2,800 1,000 1,400 2,800 2,800
24200 SUBSCRIPTION REVENUES 8,147 8,471 8,000 5,931 8,000 8,000
24303 BACK ISSUES AND SINGLE COPY SALES 435 685 100 69 100 100
24310 REPRINTS 1,760 3,400 0
24850 ROYALTIES 320 1,288 1,113 1,500 1,500
Grand Total
Page 6
15430-1180001-DIRECTORIES
FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
Total Activity Expense 14,795 13,826 359 10,000 6,296 6,296 9,500
Total Activity Revenue
Net Activity (14,795) (13,826) (359) (10,000) (6,296) (6,296) (9,500)
ABA_RESP, ABA_LOB, ABA_LOB Description: 15430-1180001-DIRECTORIES
Period FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Account Account Description Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
01500 PRINTING 12,670 9,000 6,296 6,296 9,000
01531 PRINTING-Production 844 1,000
02100 POSTAGE-1ST CLASS METERED 259 500
02101 POSTAGE-EXPR/MESSENGER SERV 52
02107 POSTAGE-PERMIT MAILINGS 307
02200 SUPPLIES
16420 PUBLICATION INVENTORY STORAGE 53
Grand Total
rr 5/4
Page 7
15430-1180009-MINI-DIRECTORY
FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
Total Activity Expense 0 0 0
Total Activity Revenue
Net Activity 0 0 0
ABA_RESP, ABA_LOB, ABA_LOB Description: 15430-1180009-MINI-DIRECTORY
Period FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Account Account Description Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
01500 PRINTING
02100 POSTAGE-1ST CLASS METERED
Grand Total
Page 8
1230021 eNEWSLETTER
FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
Total Activity Expense 0 0 1,500 4,800 0 600 1,800
Total Activity Revenue 0 0 0 0 0 0 0
Net Activity 0 0 (1,500) (4,800) 0 (600) (1,800)
ABA_RESP, ABA_LOB, ABA_LOB Description: 15430-1230021 eNEWSLETTER
Period FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Account Account Description Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
02100 POSTAGE-1ST CLASS METERED 300
02200 SUPPLIES 500
10501 ARTWORK-ART DIRECTION 1,500 2,000 600 1,800
16502 STAFF SERV FEE-EDITORIAL 2,000
Grand Total
rr 5/4
Page 9
15430-2000401-SPRING CLE MEETIN
FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
Total Activity Expense 198,182 228,483 189,937 171,929 163,383 257,890 238,250
Total Activity Revenue 277,063 320,102 253,080 305,800 338,737 333,422 291,500
Net Activity 78,881 91,619 63,143 133,871 175,354 75,533 53,250
ABA_RESP, ABA_LOB, ABA_LOB Description: 15430-2000401-SPRING CLE MEETING
Period FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Account Account Description Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
00700 TEMPORARIES 500 500
00704 TEMPS-CONVENTION SERVICES 408 2,000
01400 PHOTOCOPYING 1,244 500 753 1,245 1,000
01500 PRINTING 11,436 4,363 3,850 4,611 2,676 4,000
01513 PRINTING-BROCHURES 24,814 22,611 25,000 55,132 29,327 30,000
01532 PRINTING-PROGR BOOKS/MATERIALS 42,504 22,532 20,000 8,143 10,434 10,000
02100 POSTAGE-1ST CLASS METERED 2,874 28 500 41 41 50
02101 POSTAGE-EXPR/MESSENGER SERV 6 94 250 0
02102 POSTAGE-BULK & UPS GROUND 10,794 4,272 2,400 1,000 1,000
02107 POSTAGE-PERMIT MAILINGS 11,340 8,977 11,699 14,400 17,000
02200 SUPPLIES 67 993 200 9,495 195 200
02226 SUPPLIES-HATS & BAGS 1,686 477
02242 SUPPLIES-SIGNS 0 0 500 212 500
02719 PHONE TOLLS-USAGE 10,792 0 800 1,110 1,000
02801 EQUIP RENT/LEASE-AUDIO/VISUAL 8,587 24,631 10,500 28,331 25,000
03000 STAFF TRAVEL 2,674 3,779 5,000 0
03013 STAFF TRAVEL-SITE VISITS 1,500 2,940 523 1,500
04067 MEMB/VOL TRAVEL-SPEAKER TRAVEL 846 426 500
04300 GROUP FUNCTIONS 592 (3,699) 950 10,818 11,000
04302 GROUP FUNCTIONS-HOTEL ATTRITION 0 0 0
04307 GROUP FUNCTIONS-BREAKFAST 24,000 22,196 18,720 21,674 22,000
04318 GROUP FUNCTIONS-BREAKS 3,866 14,719 12,025 3,351 5,000
04334 GROUP FUNCTIONS-DINNER
04365 GROUP FUNCTIONS-GRATUITIES 1,600 500 1,500
04375 GROUP FUNCTIONS-LUNCHEONS 22,303 16,900 40,880 40,000
04406 GROUP FUNCTIONS-RECEPTIONS 22,185 867 19,500 4,284 5,000
04417 GROUP FUNCTIONS-RECEPTION/WELCOME 16,080 58,699 8,775 78,825 69,081 50,000
04442 GROUP FUNCTIONS-Tours 4,553 0
04447 GROUP FUNCTIONS-spouse breakfast 1,560 5,016 5,000
09222 COMPUTER SERV-INTERNET CENTER 1,724 2,000
09400 OUTSIDE OFFICE SERVICES 30 0
12800 PROMOTION/MKTG 800 800 8,698 3,000
16410 MCLE DEPARTMENTAL FEES 1,137 1,518 1,500 655 655 1,500
16420 PUBLICATION INVENTORY STORAGE 61 26 20 20
16501 STAFF SERV FEE-MISC DESIGN/WEB 1,500
16490 CREDIT CARD SERVICE FEES 2,856 702 5,000 1,268 1,268 1,500
23000 REGISTRATION FEES 160,800 145,280 182,550 169,420 160,595 170,000
23017 GUEST/SPOUSE REGISTRATION 2,300 2,500 3,600 3,600 2,500
23640 LUNCHEON 13,720 9,500 15,840 16,960 15,000
23700 Reception 9,625 9,750 2,450 2,470 2,500
23811 TENNIS FEES 0
23812 TOURS 1,529
24304 BOOK SALES 1,778 300 1,500 1,260 3,000 1,500
26000 SPONSORSHIPS 70,000 107,500 100,000 146,167 146,797 100,000
26005 CO-SPONSORSHIP 60,350
Page 10
15430-2000402-SPRING CLE PROGRA
FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
Total Activity Expense 588 2 0 0 0
Total Activity Revenue 955 0 0 0 0
Net Activity 367 (2) 0 0 0
ABA_RESP, ABA_LOB, ABA_LOB Description: 15430-2000402-SPRING CLE PROGRAM 1999
Period FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Account Account Description Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
04000 MEMB/VOL TRAVEL
16420 PUBLICATION INVENTORY STORAGE 2
24304 BOOK SALES
Grand Total
Page 11
15430-2010054-CLE PROGRAMS
FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
Total Activity Expense 2,304 4,069 8,378 0 10,978 11,500 6,500
Total Activity Revenue 84,102 113,622 282,775 70,000 79,971 230,000 190,000
Net Activity 81,798 109,553 274,397 70,000 68,993 218,500 183,500
ABA_RESP, ABA_LOB, ABA_LOB Description: 15430-2010054-CLE PROGRAMS
Period FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Account Account Description Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
01500 PRINTING 382 5,810
02100 POSTAGE-1ST CLASS METERED 29
02719 PHONE TOLLS-USAGE
13958 MISC EXP-OUTSIDE CLE FEES 605 11,558 1,500 1,500
16410 MCLE DEPARTMENTAL FEES 3,074 1,963 (609)
18045 INTERFUND OUT- 613 10,000 5,000
23000 REGISTRATION FEES -- ALI/ABA 34,016 39,224 30,000 79,971 80,000 40,000
23850 other GROUP FUNCTIONS (270)
24308 PROGRAM MATERIAL REVENUE 29,613 10,000 0
24312 Videotape SALES
28000 INTERFUND TRANSFERS -- ABA/CLE 49,993 243,821 30,000 150,000 150,000
Grand Total
Page 12
15430-2010063-COMMERCIAL LEASIN
FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
Total Activity Expense 237 259 0 0 0
Total Activity Revenue 2,071 999 0 0 0
Net Activity 1,834 740 0 0 0
ABA_RESP, ABA_LOB, ABA_LOB Description: 15430-2010063-COMMERCIAL LEASING-ECLE
Period FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Account Account Description Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
01500 PRINTING 204
01528 PRINTING-ON DEMAND
02101 POSTAGE-EXPR/MESSENGER SERV
02102 POSTAGE-BULK & UPS GROUND
12000 Video Production
16490 CREDIT CARD SERVICE FEES 55
24304 BOOK SALES 999
24315 AUDIOTAPE REVENUES
27000 Miscellaneous INCOME
Grand Total
Page 13
15430-2010349-RPPT TAX MTG
FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
Total Activity Expense 12,085 59,791 20,335 44,000 77,321 78,500 45,000
Total Activity Revenue 6,132 10,974 20,864 15,000 17,519 17,500 15,000
Net Activity (5,953) (48,817) 529 (29,000) (59,802) (61,000) (30,000)
ABA_RESP, ABA_LOB, ABA_LOB Description: 15430-2010349 -- RPPT/TAX FALL MEETING
Period FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Account Account Description Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
01500 PRINTING 25,558 567 15,000 44,575 45,000 20,000
POSTABE 1ST CLASS 5,095 286 300
POSTAGE - PERMIT 14,781 15,000 5,000
POSTAGE - EXPRESS 182 207 200
SUPPLIES 596
03000 STAFF TRAVEL 6,001 2,980 3,000 1,858 2,000 3,000
02100 MEMB/VOL TRAVEL 6,628 5,095 6,000 1,841 2,000 2,000
04300 GROUP FUNCTIONS 15,731 11,693 20,000 13,773 14,000 15,000
REGISTRATION FEES 10,974 20,864 15,000 17,519 17,500 15,000
Grand Total
Page 14
15430-2060002-CLE PRIOR CONFERE
FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
Total Activity Expense 6
Total Activity Revenue 0
Net Activity (6) 0 0
ABA_RESP, ABA_LOB, ABA_LOB Description: 15430-2060002-CLE Prior CONFERENCES & SEMINARS
Period FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Account Account Description Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
02100 POSTAGE-1ST CLASS METERED
16420 PUBLICATION INVENTORY STORAGE
Grand Total
Page 15
15430-3060112-GOVERNANCE FALL C
FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
Total Activity Expense 197,925 220,530 248,092 246,450 299,119 299,119 228,950
Total Activity Revenue 7,106 23,215 14,583 10,000 34,256 37,256 33,000
Net Activity (190,819) (197,315) (233,509) (236,450) (264,863) (261,863) (195,950)
ABA_RESP, ABA_LOB, ABA_LOB Description: 15430-3060112-GOVERNANCE FALL Council MTG
Period FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Account Account Description Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
01400 PHOTOCOPYING
01500 PRINTING 1,249 767 500 2,529 2,529 2,500
02100 POSTAGE-1ST CLASS METERED 394 853 1,000
02101 POSTAGE-EXPR/MESSENGER SERV 0 350
02102 POSTAGE-BULK & UPS GROUND 800 640 640 500
02200 SUPPLIES 3,668 4,962 5,000 8,607 8,607 5,000
02242 SUPPLIES-SIGNS
02719 PHONE TOLLS-USAGE .
02801 EQUIP RENT/LEASE-AUDIO/VISUAL 5,664 3,361 6,000 8,966 8,966 6,000
03000 STAFF TRAVEL 11,905 7,389 7,000 7,569 7,569 7,000
03010 STAFF TRAVEL-PRIOR YEAR
04000 MEMB/VOL TRAVEL 2,735 1,955 8,209 8,209
04008 MEMB/VOL TRAVEL-COMMITTEE TRAVEL 43,575 46,687 60,000 41,908 41,908 50,000
04009 MEMB/VOL TRAVEL-Council TRAVEL 50,230 69,979 60,000 69,800 69,800 50,000
04300 GROUP FUNCTIONS 9,413 2,000 1,500 500 500 500
04307 GROUP FUNCTIONS-BREAKFAST 17,239 18,956 21,000 17,220 17,220 15,000
04318 GROUP FUNCTIONS-BREAKS 3,893 4,792 3,500 2,303 2,303 4,000
04320 GROUP FUNCTIONS-BUSINESS CENTER/DRAYAGE 0 1,072 1,072 0
04327 GROUP FUNCTIONS-HOSPITALITY 3,821 2,607 2,000 11,348 11,348 2,000
04346 GROUP FUNCTIONS-DINNER/WEDNESDAY
04347 GROUP FUNCTIONS-DINNER/THURSDAY 3,724 4,384 5,000 7,500
04348 GROUP FUNCTIONS-DINNER/FRIDAY 14,198 21,369 21,500 35,709 35,709 30,000
04349 GROUP FUNCTIONS-DINNER/SATURDAY 26,919 29,943 34,250 35,002 35,002 30,000
04363 GROUP FUNCTIONS-activities 4,984 10,862 2,000 4,206 4,206 3,000
04365 GROUP FUNCTIONS-GRATUITIES 2,162 500 600 750 750 750
04375 GROUP FUNCTIONS-LUNCHEONS 13,910 16,277 15,500 15,334 15,334 15,000
04442 GROUP FUNCTIONS-DMC 27,305 27,305
16490 CREDIT CARD SERVICE FEES 47 99 100 142 142 200
23600 GROUP FUNCTIONS 2,115 9,583 10,000 11,756 11,756 10,000
23812 GUEST/SPOUSE EVENTS 3,600 3,000 3,000
23855 SPONSORSHIPS 17,500 5,000 22,500 22,500 20,000
Grand Total
Page 16
15430-3060114-GOVERNANCE SPRING
FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
Total Activity Expense 146,478 170,403 143,936 156,455 52,417 175,938 148,500
Total Activity Revenue 225 0 0 0 0 0 0
Net Activity (146,253) (170,403) (143,936) (156,455) (52,417) (175,938) (148,500)
ABA_RESP, ABA_LOB, ABA_LOB Description: 15430-3060114-GhVERNANCE SPRING/SUMMER COUNCIL
Period FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Account Account Description Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
01500 PRINTING 825 500 2,372 2,400 2,500
02100 POSTAGE-1ST CLASS METERED 300
02102 POSTAGE-BULK & UPS GROUND
02200 SUPPLIES 500 500
02719 PHONE TOLLS-USAGE 213 1,017 101 500
02801 EQUIP RENT/LEASE-AUDIO/VISUAL 2,035 2,000 2,875 3,000
03000 STAFF TRAVEL 8,125 7,572 2,000 9,869 11,828 12,000
04000 MEMB/VOL TRAVEL 59,732 75,304 75,000 35,194 39,000 40,000
04002 MEMB/VOL TRAVEL-Advisory COMMITTEE
04009 MEMB/VOL TRAVEL-Council TRAVEL
04300 GROUP FUNCTIONS 13,321 776 10,050 4,982 9,034 10,000
04307 GROUP FUNCTIONS-BREAKFAST 13,787 3,380 12,327 10,000
04318 GROUP FUNCTIONS-BREAKS 3,136
04348 GROUP FUNCTIONS-DINNER/FRIDAY 40,968 21,363 24,375 45,289 30,000
04349 GROUP FUNCTIONS-DINNER/SATURDAY 40,968 15,209 32,500 43,322 30,000
04375 GROUP FUNCTIONS-LUNCHEONS 4,190 5,770 5,850 9,762 10,000
16420 PUBLICATION INVENTORY STORAGE 26 2
16490 CREDIT CARD SERVICE FEES
23000 REGISTRATION FEES
23017 GUEST/SPOUSE REGISTRATION
23813 WINE TOUR
24300 PUBLICATION REVENUES
Grand Total
Page 17
15430-3060120-OFFICERS
FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
Total Activity Expense 5,976 12,359 7,873 13,000 7,806 13,600 16,600
Total Activity Revenue 0
Net Activity (5,976) (12,359) (7,873) (13,000) (7,806) (13,600) (16,600)
ABA_RESP, ABA_LOB, ABA_LOB Description: 15430-3060120-OFFICERS
Period FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Account Account Description Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
02100 POSTAGE-1ST CLASS METERED
02719 PHONE TOLLS-USAGE
04002 MEMB/VOL TRAVEL-Advisory COMMITTEE 981 300 600 600
04006 MEMB/VOL TRAVEL-CHAIR EXPENSES
04007 MEMB/VOL TRAVEL-CHAIR-ELECT
04051 MEMB/VOL TRAVEL-OFFICERS AND Directors 6,754 5,275 8,000 3,082 5,000 8,000
04300 GROUP FUNCTIONS 5,605 1,617 5,000 4,424 8,000 8,000
18016 INTERFUND OUT-CONFERENCE SECTION CHAIRS
Grand Total
Page 18
15430-4040046-LIASION & SECTION
FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
Total Activity Expense 62,377 64,132 59,459 59,250 49,563 56,750 116,750
Total Activity Revenue 11,184 36,316 8,624 30,000 0 10,000 10,000
Net Activity (51,193) (27,816) (50,835) (29,250) (49,563) (46,750) (106,750)
ABA_RESP, ABA_LOB, ABA_LOB Description: 15430-4040046-LIASION & SECTION Projects
Period FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Account Account Description Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
02719 PHONE TOLLS-USAGE
03000 STAFF TRAVEL 6,585 4,797 3,000 5,934 6,000 5,000
03015 STAFF TRAVEL-MEETINGS & CONFERENCES 6,783 8,188 7,000 3,695 4,000 5,000
04000 MEMB/VOL TRAVEL 15,928 12,793 20,000 8,753 10,000 20,000
0430 GROUP FUNCTIONS 6,203 5,091 4,431 7,000 7,000
xxxx Special projects 50,000
11600 SUBCONTRACTS 26,250 26,250 26,250 26,750 26,750 26,750
18000 INTERFUND TRANSFRS/OUT
18044 INTERFUND OUT-NATL CONF OF LAWYER/CPA 2,383 2,340 3,000 3,000 3,000
18060 INTERFUND Section-SECTION SUPPORT
23000 Registration Fees 3,000
18000 Interfund Transfers -- JCEB 33,316 8,624 30,000 10,000 10,000
Grand Total
Page 19
15430-7010007-STANDING COMM-COM
FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
Total Activity Expense 7,815 6,600 10,070 3,000 0 0 5,500
Total Activity Revenue
Net Activity (7,815) (6,600) (10,070) (3,000) 0 0 (5,500)
ABA_RESP, ABA_LOB, ABA_LOB Description: 15430-7010007-STANDING COMM/COMMITTEE ON COMMI
Period FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Account Account Description Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
01500 PRINTING 1,438 4 2,000 5,000
02100 POSTAGE-1ST CLASS METERED 3,518 1,000 500
02200 SUPPLIES 1,578 10,066
02719 PHONE TOLLS-USAGE 66 .
Membership Survey
09400 OUTSIDE OFFICE SERVICES
Grand Total
rr 5/5
Page 20
15430-7010008-STANDING COMM-GOA
FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
Total Activity Expense 5,974 8,940 6,435 27,050 4,503 10,225 33,500
Total Activity Revenue
Net Activity (5,974) (8,940) (6,435) (27,050) (4,503) (10,225) (33,500)
ABA_RESP, ABA_LOB, ABA_LOB Description: 15430-7010008-STANDING COMM/GOAL IX
Period FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Account Account Description Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
01500 PRINTING 195
02100 POSTAGE-1ST CLASS METERED 0 200 0 500
02200 SUPPLIES 1,054 100 0 500
2719 Phone tolls -- usage 0 500 250 171 200 500
04000 MEMB/VOL TRAVEL 5,040 2,135 2,500 205 500 2,500
Community Outreach Program 601 500 20,000 1,102 5,000 10,000
Property Preservation Task Force 500 15,000
13967 MISC EXP_OUTSIDE CLE FEES 1,525 1,525 1,500
17500 TRANS TO ABA/FJE 500 500 500
17506 TRANS FTO ABA/FJE SPIRIT OF EXCELENCE 1,000 1,000 1,000
11800 OUTSIDE CONTRIBUTIONS 250 1,500 1,500 1,500 1,500
17506 TRANS Th ABA/FJE-SPIRIT EXCELLENCE AWARD
18000 INTERFUND TRANSFRS/OUT 1,800 1,800 2,000 0
Grand Total
rr 5/5 NOTE: FY2006 COP program expenses charged to FJE
Page 21
15430-7010010-STANDING COMM-MEM
FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
Total Activity Expense 24,139 31,158 41,644 28,000 69,379 70,350 87,000
Total Activity Revenue
Net Activity (24,139) (31,158) (41,644) (28,000) (69,379) (70,350) (87,000)
ABA_RESP, ABA_LOB, ABA_LOB Description: 15430-7010010-STANDING COMM/MEMBERSHIP
Period FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Account Account Description Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
01500 PRINTING 27,680 27,115 15,000 69,064 70,000 80,000
02100 POSTAGE-1ST CLASS METERED 1,019 2,520 2,500 83 100 1,000
02101 POSTAGE-EXPR/MESSENGER SERV 208 1,487 500 79 100 1,000
02107 POSTAGE-PERMIT MAILINGS 565 3,878 4,000 0 0
02200 SUPPLIES 231 5,394 5,000 0 5,000
02719 PHONE TOLLS-USAGE 54 750 3 0
04014 MEMB/VOL TRAVEL-Fellows 500 150 150
16501 STAFF SERV FEE-MISC DESIGN/WEB 1,000
16506 STAFF SERV FEE-PRINT ADMINIS. 401
18038 INTERFUND OUT-JOINT MEMBERSHIP PROGRAMS 1,000 0
Grand Total
Page 22
15430-7010011-STANDING COMM-NOM
FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
Total Activity Expense 217 0 0 0 0
Total Activity Revenue
Net Activity (217) 0 0 0 0
ABA_RESP, ABA_LOB, ABA_LOB Description: 15430-7010011-STANDING COMM/Nominating
Period FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Account Account Description Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
01500 PRINTING
02100 POSTAGE-1ST CLASS METERED
02101 POSTAGE-EXPR/MESSENGER SERV
02200 SUPPLIES
Grand Total
Page 23
15430-7010014-STANDING COMM-TEC
FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
Total Activity Expense 3,673 4,120 8,163 8,500 0 2,500 8,000
Total Activity Revenue
Net Activity (3,673) (4,120) (8,163) (8,500) 0 (2,500) (8,000)
ABA_RESP, ABA_LOB, ABA_LOB Description: 15430-7010014-STANDING COMM/Technology
Period FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Account Account Description Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
00700 TEMPORARIES
00900 CONSULTANTS 2,500 3,000 2,500 2,500
01500 PRINTING 987 5,280 2,500 0 2,500
02101 POSTAGE-EXPR/MESSENGER SERV
02200 SUPPLIES 2,500 383 3,000 0 3,000
02719 PHONE TOLLS-USAGE
23000 REGISTRATION FEES 633
Grand Total
Page 24
15430-7020068-EMPLOYEE BENEFITS
FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
Total Activity Expense 541 83 58 0 40 0 0
Total Activity Revenue 120 12 0 0 0 0
Net Activity (541) 37 (46) 0 (40) 0 0
ABA_RESP, ABA_LOB, ABA_LOB Description: 15430-7020068-EMPLhYEE BENEFITS
Period FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Account Account Description Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
01500 PRINTING
02100 POSTAGE-1ST CLASS METERED
02102 POSTAGE-BULK & UPS GROUND 4
16420 PUBLICATION INVENTORY STORAGE 74 58 38
16490 CREDIT CARD SERVICE FEES 5 2
24304 BOOK SALES
28000 INTERFUND TRANSFERS
24304 BOOK SALES 120 12
Grand Total
Page 25
15430-7020093-INFORMATIONAL COM
FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
Total Activity Expense 10,471 15,089 0 0 0
Total Activity Revenue 24,388 0 0 0
Net Activity (10,471) 9,299 0 0 0
ABA_RESP, ABA_LOB, ABA_LOB Description: 15430-7020093-NATIONAL HEALTHCARE DECISIONS WEEK
Period FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Account Account Description Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
01500 PRINTING 2,672
02200 SUPPLIES 12,417
23868 REIMBURSEMENTS 24,388
Grand Total
Page 26
15430-7020094-INFORMT'L COMM-DE
FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
Total Activity Expense 7,935 8,530 10,981 9,000 5,062 7,500 7,500
Total Activity Revenue 720 1,200 960 1,200 1,110 1,200 1,200
Net Activity (7,215) (7,330) (10,021) (7,800) (3,952) (6,300) (6,300)
ABA_RESP, ABA_LOB, ABA_LOB Description: 15430-7020094-INFhRMT'L COMM/Decisions COMMITT
Period FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Account Account Description Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
00900 CONSULTANTS 2,627 2,908 3,000 1,948 3,000 3,000
01400 PHOTOCOPYING
01500 PRINTING 5,264 7,351 6,000 2,758 3,500 3,500
02100 POSTAGE-1ST CLASS METERED 637 592 76 600 600
02101 POSTAGE-EXPR/MESSENGER SERV 96 100 100
02107 POSTAGE-PERMIT MAILINGS
02200 SUPPLIES 29 272 300 300
16490 CREDIT CARD SERVICE FEES 2 5 8
24200 SUBSCRIPTION REVENUES 1,200 960 1,200 1,110 1,200 1,200
Grand Total
Page 27
15430-7020097-INFORMT'L COMM-RE
FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
Total Activity Expense 8,918 0 0
Total Activity Revenue
Net Activity (8,918) 0 0
ABA_RESP, ABA_LOB, ABA_LOB Description: 15430-7020097-INFhRMT'L COMM/REAL ESTATE FINAN
Period FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Account Account Description Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
01500 PRINTING
02100 POSTAGE-1ST CLASS METERED
Grand Total
Page 28
15430-7020106-JOINT COMMITTEES
FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
Total Activity Expense 0 0 0
Total Activity Revenue
Net Activity 0 0 0
ABA_RESP, ABA_LOB, ABA_LOB Description: 15430-7020106-JhINT COMMITTEES
Period FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Account Account Description Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
01500 PRINTING
02100 POSTAGE-1ST CLASS METERED
02719 PHONE TOLLS-USAGE
09400 OUTSIDE OFFICE SERVICES
Grand Total
Page 29
15430-7020107-JOINT DIVISIONS
FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
Total Activity Expense 2,182 113 84 1,000 54 0 0
Total Activity Revenue
Net Activity (2,182) (113) (84) (1,000) (54) 0 0
ABA_RESP, ABA_LOB, ABA_LOB Description: 15430-7020107-JhINT Divisions
Period FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Account Account Description Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
01500 PRINTING 500
02100 POSTAGE-1ST CLASS METERED 500
02101 POSTAGE-EXPR/MESSENGER SERV
02102 POSTAGE-BULK & UPS GROUND
08900 COMM/Royalty
12800 PROMOTION/MKTG
16420 PUBLICATION INVENTORY STORAGE 113 84 54
16450 PACKAGE PLAN MKTG CHARGE
16480 BOOK PUBLISHING MARKETING SERVICE FEES
16490 CREDIT CARD SERVICE FEES
16501 STAFF SERV FEE-MISC DESIGN/WEB
24304 BOOK SALES
Grand Total
Page 30
15430-7020164-PROBATE & TRUST D
FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
Total Activity Expense 32,529 8,127 13,393 9,400 3,106 4,500 10,000
Total Activity Revenue 44 20 0 0 0 0
Net Activity (32,529) (8,083) (13,373) (9,400) (3,106) (4,500) (10,000)
ABA_RESP, ABA_LOB, ABA_LOB Description: 15430-7020164-PRhBATE & TRUST Division COMMITTEE
Period FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Account Account Description Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
01500 PRINTING 216 2,191 2,000 1,515 2,000 2,000
02100 POSTAGE-1ST CLASS METERED 300 103
02102 POSTAGE-BULK & UPS GROUND 2 6
02107 POSTAGE-PERMIT MAILINGS 1,931
02200 SUPPLIES 4,338 4,208 2,000 14 100 100
02719 PHONE TOLLS-USAGE 1,338 6,015 5,000 1,055 1,500 7,000
04300 GROUP FUNCTIONS
13900 MISC EXP
16420 PUBLICATION INVENTORY STORAGE 869 400 522 900 900
16490 CREDIT CARD SERVICE FEES 2 1
24304 BOOK SALES 44 20
Grand Total
Page 31
15430-7020170-REAL PROPERTY DIV
FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
Total Activity Expense 429 2,370 6,863 8,000 506 800 8,100
Total Activity Revenue
Net Activity (429) (2,370) (6,863) (8,000) (506) (800) (8,100)
ABA_RESP, ABA_LOB, ABA_LOB Description: 15430-7020170-REAL Property Division COMMITTEE
Period FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Account Account Description Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
01500 PRINTING 1,036 544 2,000 0 2,000
02100 POSTAGE-1ST CLASS METERED 5 2,000 0 1,000
02101 POSTAGE-EXPR/MESSENGER SERV 13 100 100
02107 POSTAGE-PERMIT MAILINGS
02200 SUPPLIES 1,000 14 100 1,000
02719 PHONE TOLLS-USAGE 1,334 2,424 3,000 479 600 4,000
09400 OUTSIDE OFFICE SERVICES 3,890
Grand Total
Page 32
15430-7020185-STANDING COMM-BOO
FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
Total Activity Expense 10,644 7,562 10,648 9,000 6,248 7,500 10,200
Total Activity Revenue
Net Activity (10,644) (7,562) (10,648) (9,000) (6,248) (7,500) (10,200)
ABA_RESP, ABA_LOB, ABA_LOB Description: 15430-7020185-STANDING COMM/BOOKS & MEDIA
Period FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Account Account Description Year End Actual Year End Actual Year End Actual Approved Budget 9 Mo. Actual Est. Year End Proposed Budget
01500 PRINTING
02100 POSTAGE-1ST CLASS METERED 660 821 1,000
02101 POSTAGE-EXPR/MESSENGER SERV 154 200
02102 POSTAGE-BULK & UPS GROUND 245
02200 SUPPLIES 4,934 7,542 6,000 4,995 5,000 6,000
03000 STAFF TRAVEL 2,383 2,446 3,000 278 2,500 3,000
04000 MEMB/VOL TRAVEL
Grand Total
rr 5/5
Page 33
.
FY 2004 FY 2005 FY 2006 FY 2007 FY 2008
Year End Actualr End Actual YE Actual Budget 9 month st. Year End
Total Activity Expense 233,422 191,479 268,440 387,595 189,406 250,000 321,380
Total Activity Revenue 546,147 453,153 549,305 521,500 345,785 515,000 524,000
Net Activity 312,725 261,674 280,865 133,905 156,379 265,000
ALL BOOKS EXPENSE REVENUE EXPENSE REVENUE EXPENSE REVENUE EXPENSEREVENUE EXPENSE REVENUE
Period FY 2004 FY 2005 FY 2006 FY 2007 FY 2007
LOB Account Description Year End Actual Year End Actual Actual Approved 9 MONTH ACTUAL
100105 1995 CURRENT DEV. RE. ESTATE LAW 25 0 5 (50) 0 0 0 0 0 0
199114 3RD PARTY AND SELF-CREATED TRUSTS 45 0 50 45 13 90 0 0 0 0
1000120 94 CURRENT DEV. IN REAL EST LAS 22 0 25 0 7 0 0 0 0 0
1000136 ACREL PAPERS (VOL. 6) 62 15 97 180 79 0 70 75 52 0
1000137 ACREL VOL 7 117 498 96 180 281 795 110 100 62 0
1000150 ALL STATES FORECLOSURE REMEDIES (39) (280) (16) (112) 0 0 0 0 0 90
1000158 AN EST PLNRS GUIDE TO LIFE INSR 1,018 2,180 1,621 7,354 1,367 1,477 360 500 378 776
1000160 ANATOMY OF A MORTGAGE 770 4,349 881 5,026 840 4,796 400 2,500 2,997 3,823
1000180 ASSET PROTECTION 8,471 39,077 11,355 15,401 1,631 8,818 650 4,000 468 2,273
1000189 ATTONREYS OPINION (ACREL VOL 4) 138 180 206 535 270 800 105 150 186 0
1000195 AUTOMATING YOUR ESTATE PRAC. 74 0 0 0 0 0 0 0 0 0
1000226 BOOKS - OTHER 1,182 1,801 1,557 9,046 5,812 10,812 1,660 150 661 (70)
1000239 BUY/SELL AGREEMENTS MEZZULLO 4,225 15,497 4,474 4,685 1,426 3,641 650 1,000 734 906
1000261 ASSET PROTECTION STRAT VOL 2 80 354 31,701 19,710 11,411 57,841 5,200 20,000 2,259 11,508
1000287 COMM PROP LEASE VOL 1 1,279 7,189 64 200 29 80 90 200 40 160
1000288 COMM PROP LEASE VOL 3 85 322 2,000 11,610 712 3,730 390 2,000 173 850
1000289 COMM PROP LEASE VOL 2 69 252 128 478 55 162 90 200 37 90
1000290 COMMERCIAL RE FINANCING 15,553 35,350 286 1,315 152 839 0 0 24 0
1000291 COMMERICIAL REAL ESTATE FIN 36 0 9,301 30,324 9,640 32,922 8,980 12,000 11,500 24,607
100296 COMMON INTEREST OWNERSHIP 40 0 11 0 0 0 0 0
1000307 THIRD PARTY TURSTS 3/E 25,151 51,584 12,355 28,239 10,529 9,860 2,100 5,000 2,606 5,936
1000310 CONDEMNATION 2 0 2 0 1 0 0 0 0 0
1000311 CONSENSUAL TRANSFERS 170 590 100 115 106 193 65 100 87 208
1000356 DISABILITY INSURANCE PRIMER 205 244 185 55 180 160 0 0 135 55
1000410 EST PLANERS GUIDE TO QUAL RETIR 0 0 0 0 0 40 190 150 0 0
1000411 ESTATE PLANNING & DRFTG VOL 1 429 803 558 2,010 469 1,003 245 500 240 472
1000424 FAMILY BUSINESS COUNSELOR 1,017 2,991 1,801 7,190 1,691 3,284 485 1,000 615 663
1000427 FAMILY LIMITED PARTNERSHIP 277 (128) 46 0 11 45 0 0 0 0
1000429 FED INC TAX OF LIFE INSUR 2/E 260 896 229 702 129 296 85 200 71 93
1000452 FIRPTA - 2ND ED 28 56 32 75 117 200 35 75 84 45
1000457 FORECLOSURES (ACREL VOL 3) 192 430 221 308 121 230 95 100 113 320
1000459 FOREIGN INVEST US REAL ESTATE 55 0 26 0 2 0 0 0 0 0
1000537 IMPACT OF ADA ON REAL PROPERTY 468 1,379 955 4,829 748 5,008 175 750 65 172
1000554 INTERNATIONAL ESTATE PLNG 2/E 1,216 5,886 952 4,794 718 3,498 445 2,000 372 1,807
1000576 PREMISES LIABILITY CLAIMS 2,385 2,439 1,342 3,819 1,198 1,933 630 1,500 623 410
1000577 IRREVOCABLE LIFE INSUR 2/E 2,955 11,139 5,124 7,687 1,418 1,338 420 750 466 1,308
1000578 IRREVOCABLE LIFE INSUR TRUST 71 0 76 0 20 0 0 0
1000585 LAND SURVEY'S 2ND ED 5,025 7,625 2,522 13,867 1,301 7,372 785 4,000 5,793 7,547
1000586 LAND USE REGULATION 111 0 69 384 4 0 0 0 0 0
1000599 FUNDING OF LIVING TRUSTS 11,249 32,989 9,458 33,499 7,592 20,358 3,425 10,000 4,880 15,584
1000613 LEASING FORMS CD ROM/HORN 39,976 56,724 12,722 68,209 9,088 43,540 4,100 25,000 4,345 23,381
1000619 LEND PERSPECTIVES (ACREL V 5) 140 75 162 267 67 0 105 100 20 0
1000624 LIC E 2/E FED GIFT EST & GST 213 628 163 380 140 230 115 200 100 70
1000627 LIFE INS COUNSELOR 4 0 0 0 0 0 0 0 0 0 0
1000630 LIFE INS COUNSELOR VOL 1 2/E 550 1,430 367 608 301 987 240 500 248 420
1000748 NQDC 474 665 218 515 193 319 105 100 110 75
1000764 PARTNERSHIPS ACREL 71 (26) 57 169 49 120 70 100 39 0
1000722 PLANNING WEALTH TRANSFERS 2,535 10,765 3,059 12,562 2,921 13,269 2,925 15,000 11,997 7,282
1000817 QUALIFIED RETIREMENT PLAN BEN 0 0 0 0 0 0 0 0
1000830 REAL ESTATE WORKOUTS ACREL V1 109 36 81 60 43 0 35 50 86 170
1000833 REGULATION LAND SALES MKTG 96 6 105 0 28 0 50 0 0 0
1000849 S CORP & LIFE INSURANCE 2/E 1,395 5,417 1,431 2,899 582 555 230 500 170 241
1000856 PENNELL TRUST & ESTATE PLNG 2,869 0 22,132 71,133 15,350 20,000 10,099 13,716
1000875 SINGLE ENTITY ASSET REAL ESTATE 143 72 184 225 155 0 120 100 109 90
1000900 SURETY MODEL JURY INSTRUCTIONS 0 0 0 0 0 0 0 0
1000908 SYNTHETIC LEASES 153 522 108 196 108 270 145 584
1000923 THE INSURED STOCK PURCHASE 288 467 364 856 319 289 115 200 172 200
1000949 TITLE AND ESCROW 385 1,977 784 4,132 542 2,901 330 1,750 717 4,292
1000944 TITLE INSURANCE 1 0 0 0 0 0 0 0
1000945 TITLE INSURANCE 2/E 4,729 14,268 12,449 26,669 16,544 25,846 1,890 3,000 2,757 609
1000968 VALUATION RULES 99 70 60 63 69 140 0 0 48 70
1001015 ABC'S OF ARBITRAGE - 2002 ED 0 0 0 0 0 0 0
1001021 FAMILY BUSINESS ENTITITES 2/E 10,745 42,207 10,126 16,970 7,211 23,143 4,035 8,000 5,218 9,315
1001057 GUIDE TO COM LEASING IN NYC 9,650 24,099 4,273 9,602 2,334 7,809 1,955 5,500 1,585 4,388
1001071 QUALIFIED RET BENEFITS 2/E 7,479 12,554 3,208 6,619 1,649 2,980 660 1,000 1,239 1,710
1001086 LAND USE REGULATION 2/E 21,895 39,441 12,696 39,519 9,640 19,390 3,625 10,000 2,942 2,488
1001149 USING FAMILY LIMITED PRTNRSHP 29,491 83,978 15,913 35,487 5,985 12,378 12,975 15,000 1,238 0
1001151 WILLS TRUSTS & TECHNOLOGY 2/E 18,327 25,065 8,485 13,646 3,450 2,584 895 2,000 1,052 1,860
1001183 REAL ESTATE PRACTICE - OMINSKY 10,161 15,982 6,095 8,000 2,163 2,676
1001200 TELECOMMUNICATIONS & RE 1,671 0 11,596 21,699 3,295 3,500 2,923 3,551
1001232 CHARITABLE GIVING 46,383 48,860 18,350 20,000 7,094 11,788
1001239 CONDEMNATION LAW 2/E 1,954 7,488 8,525 15,000 23,453 12,717
1002346 ASSIGNMENT & SUBLEASE HNDBK 30,351 30,325 9,400 20,000 1,400 6,878
1001253 ESTATE PLNG FOR MINORS 24,354 15,447 17,070 18,000 4,652 14,484
FUNDAMENTALS OF LEASING 25,100 32,000 20,779 49,932
MEZZULLO BUY/SELL 30,100 30,100 14,283 27,945
EDUCATIONAL PLANNING 33,650 33,650 0 0
TITLE INSURANCE 3/E 38,100 38,100 1,327 0
PREDATORY LENDING 31,700 31,700 2,531 0
FAMILY BUSINESS WEALTH PLNG 30,900 30,900 28,644 65,220
INSURED STOCK PURCHASE 2/E 24,050 30,050 0 0
CONSERVATION EASEMENTS 33,400 33,400 0 0
.
ABA Section of Real Property, Probate and Trust Law
FY2008 Budget -- Summary by Activity
Expense Revenue
FY 2004 FY 2005 FY 2006 FY 2007 FY 2008 FY 2004 FY 2005 FY2006 FY 2007 FY 2008
Year End Year End Year End Budget YTD Est. Year End Prelim Budget Year End Year End Year End Budget YTD Est. Year End Prelim Budget
General Activity
Dues 1,191,717 1,202,220 1,200,276 1,122,000 1,192,945 1,197,200 1,125,000
Investment Income 17,990 44,515 71,441 10,000 54,382 60,000 10,000
Realized (Unrealized) Gains 69,067 111,103 93,600 70,000 159,638 175,000 70,000
Royalties & Misc. 32,019 30,862 130,595 23,000 17,675 123,500 21,500
Salaries and Space 190,585 203,510 242,791 265,085 165,423 237,007 313,500
Printing 16,083 43,130 17,591 21,500 5,905 8,000 12,500
Postage 18,033 37,890 11,103 14,200 9,626 11,200 12,200
Telephone, Computer 23,573 653 26,545 24,445 10,612 24,520 25,100
Travel & Misc. Meetings 0 12,820 2,629 1,000 95 100 0
Support Service 56,040 27,168 26,712 27,000 20,394 27,000 27,000
Supplies & Misc. 23,244 38,068 14,867 16,200 24,355 31,320 22,000
Joint Membership Contribution
Subtotal, General Activity 327,558 363,239 342,238 369,430 236,410 339,147 412,300 1,310,793 1,388,700 1,495,912 1,225,000 1,424,640 1,555,700 1,226,500
PRIOR ANNUAL MEETING 1,464 105 7 1,000 0 0 0 8,932 0 0 0 0 0 0
ANNUAL MEETING 29,584 57,188 30,011 57,200 1,373 33,073 33,800 2,912 3,244 (120) 3,500 1,896 0 0
MID-YEAR MEETING 7,601 23,173 6,825 13,000 14,195 12,667 14,000 0 0 0 0 0 0 0
Total Books 233,422 191,479 268,440 387,595 189,406 250,000 321,380 546,147 453,153 549,305 521,500 345,785 515,000 524,000
PROBATE & PROPERTY MAGAZINE 323,421 328,106 362,493 368,058 261,797 354,123 376,666 84,666 106,217 79,960 77,700 35,698 63,741 81,700
REAL PROPERTY JOURNAL 272,529 236,848 214,456 258,990 154,318 258,376 280,000 12,165 10,662 13,844 8,100 7,113 9,600 9,600
DIRECTORIES 14,795 13,826 359 10,000 6,296 6,296 9,500 0 0 0 0 0 0 0
MINI-DIRECTORY 0 0 0 0 0 0 0 0 0 0 0 0 0 0
eNEWSLETTER 0 0 1,500 4,800 0 600 1,800 0 0 0 0 0 0 0
SPRING CLE MEETING 198,182 228,483 189,937 171,929 163,383 257,890 238,250 277,063 320,102 253,080 305,800 338,737 333,422 291,500
SPRING CLE PROGRAM - prior 588 2 0 0 0 0 0 955 0 0 0 0 0 0
CLE PROGRAMS 2,304 4,069 8,378 0 10,978 11,500 6,500 84,102 113,622 282,775 70,000 79,971 230,000 190,000
COMMERCIAL LEASING-ECLE 337 259 0 0 0 0 0 2,079 999 0 0 0 0 0
RPPT/TAX JOINT FALL MTG 12,805 59,791 20,335 44,000 77,321 78,500 45,000 6,132 10,974 20,864 15,000 17,519 17,500 15,000
CLE PRIOR CONFERENCES & SEMIN 6 0 0 0 0 0 0 0 0 0 0 0 0 0
GOVERNANCE FALL COUNCIL MTG 197,925 220,530 248,092 246,450 299,119 299,119 228,950 7,106 23,215 14,583 10,000 34,256 37,256 33,000
GOVERNANCE SPRING COUNCIL 146,478 170,403 143,936 156,455 52,417 175,938 148,500 255 0 0 0 0 0 0
OFFICERS 5,976 12,359 7,873 13,000 7,806 13,600 16,600 0 0 0 0 0 0 0
LIASION & SECTION PROJECTS 62,377 64,132 59,459 59,250 49,563 56,750 116,750 11,184 36,316 8,624 30,000 0 10,000 10,000
STANDING COMM/COMMITTEE ON 7,815 6,600 10,070 3,000 0 0 5,500 0 0 0 0 0 0 0
STANDING COMM/GOAL IX 5,974 8,940 6,435 27,050 4,503 10,225 33,500 0 0 0 0 0 0 0
STANDING COMM/MEMBERSHIP 24,139 31,158 41,644 28,000 69,379 70,350 87,000 0 0 0 0 0 0 0
STANDING COMM/NOMINATING 217 0 0 0 0 0 0 0 0 0 0 0 0 0
STANDING COMM/TECHNOLOGY 3,673 4,120 8,163 8,500 0 2,500 8,000 0 0 0 0 0 0 0
EMPLOYEE BENEFITS 541 83 58 0 40 0 0 12 120 12 0 0 0 0
INFORMATIONAL COMMITTEES 10,471 15,089 0 0 0 0 0 0 24,388 0 0 0 0 0
INFORMT'L COMM/DECISIONS COM 7,935 8,530 10,981 9,000 5,062 7,500 7,500 720 1,200 960 1,200 1,110 1,200 1,200
INFORMT'L COMM/REAL ESTATE F 8,918 0 0 0 0 0 0 0 0 0 0 0 0 0
JOINT COMMITTEES 0 0 0 0 0 0 0 0 0 0 0 0 0 0
JOINT DIVISIONS 2,182 113 84 1,000 54 0 0 0 0 0 0 0 0 0
PROBATE & TRUST DIVISION COMM 32,529 8,127 13,393 9,400 3,106 4,500 10,000 0 44 20 0 0 0 0
REAL PROPERTY DIVISION COMMI 429 2,370 6,863 8,000 506 800 8,100 0 0 0 0 0 0 0
STANDING COMM/BOOKS & MEDIA 10,644 7,562 10,648 9,000 6,248 7,500 10,200 0 0 0 0 0 0 0
TOTAL 1,952,819 2,066,684 2,012,678 2,264,107 1,613,280 2,250,954 2,419,796 2,355,223 2,492,956 2,719,819 2,267,800 2,286,725 2,773,419 2,382,500
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