2024-11-13T16:31:32-06:00 2024-06-30 381357951 PLANTE & MORAN PLLC 250 S High St Suite 100 Columbus OH 43215 990 2023-07-01 464044686 Ohio Access to Justice Foundation OHIO 6147158560 88 E Broad St 720 Columbus OH 43215 Angela M Lloyd Executive Director 6147158560 2024-11-13 1 0 Amy Ciminello P00796388 6148493000 2024-10-29 2023 2024-10-15 13:58:12Z Angela M Lloyd 88 E Broad St 720 Columbus OH 43215 30232323 0 X www.ohiojusticefoundation.org X 2013 OH The Foundation improves access to justice, funding civil legal aid and other programs. 38 38 13 112 0 0 8036922 3071141 0 11854169 631488 1798733 52022 12064 8720432 16736107 7153134 7596962 0 0 1285674 1476699 0 0 68952 854816 902446 9293624 9976107 -573192 6760000 30776329 37503663 7045550 5160659 23730779 32343004 X The Foundation is a nonprofit Ohio foundation committed to improving access to justice and ensuring that legal aid societies and other resources, programs and services address the unmet civil legal needs of low-income and underserved Ohioans. 0 0 8543823 7596962 11854169 Legal Services and Access to Justice support:The Foundation works to improve access to justice in civil matters for all Ohioans. In addition to being the largest funder of civil legal aid in the state, the Foundation also funds innovative projects to help low-income and underserved Ohioans resolve legal issues in order to live safe, stable, and financially secure lives. From ensuring qualified lawyers are available to address life-changing civil legal issues to increasing the accessibility of trusted legal information and forms, the Foundation funds the critical programs, services, and resources needed to ensure that all Ohioans can overcome legal hurdles and thrive in their communities. See Schedule O for additional details. 301231 Public Funds ComplianceThe Foundation works with financial institutions, lawyers, title agents, and courts to ensure compliance with Ohio's laws governing Interest on Lawyer Trust Accounts (IOLTA), Interest on Trust Accounts (IOTA), and civil filing fee surcharges. The Foundation also works to enhance revenue received from those accounts. Specifically, the Foundation assists lawyers and title insurance agents to properly establish and maintain statutorily required accounts and assists financial institutions and courts to remit and report interest and civil filing fees properly to fund civil legal aid and improve access to justice in Ohio. 480843 Pro Bono and Justice Bus:Through a generous grant from the Supreme Court of Ohio, the Foundation works to increase pro bono volunteerism by attorneys, paralegals, and law students to deliver civil legal services to low-income and underserved Ohioans across Ohio. The Foundation is a catalyst for developing new statewide and local pro bono initiatives like the Ohio Justice Bus (the Bus), a mobile civil legal office and technology hotspot which helps rural and underserved Ohioans through brief advice clinics. See Schedule O for additional details. 9325897 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 17 0 1 13 1 0 0 0 0 0 0 0 0 0 0 X 38 38 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X Myrna M Burga 6147155860 88 E Broad St 720 Columbus OH 43215 Paula Boggs Muething President 2.00 X X 0 0 0 Jennifer Day Immediate Past President 2.00 X X 0 0 0 Mary Amos Augsburger Vice President 2.00 X X 0 0 0 Howard Harcha III Treasurer 2.00 X X 0 0 0 P Kelly Tompkins Secretary 2.00 X X 0 0 0 Ann Bergen Board Member 0.50 X 0 0 0 Sally Bloomfield Board Member 0.50 X 0 0 0 Vallie Bowman-English Board Member 0.50 X 0 0 0 Stephen Buchenroth Board Member 0.50 X 0 0 0 Shawn Busken Board Member 0.50 X 0 0 0 Stuart Cubbon Board Member 1.00 X 0 0 0 Christopher Davey Board Member 1.00 X 0 0 0 Joe Dawson Board Member 0.50 X 0 0 0 Susan DiMickele Board Member 0.50 X 0 0 0 Matthew Donahue Board Member 0.50 X 0 0 0 William Dowling Board Member 0.50 X 0 0 0 Thomas Eagle Board Member 0.50 X 0 0 0 John Eklund Board Member 0.50 X 0 0 0 Lee Fisher Board Member 0.50 X 0 0 0 Charles Gerhardt Board Member 0.50 X 0 0 0 Scott Greenwood Board Member 1.00 X 0 0 0 Cheryl Grossman Board Member 0.50 X 0 0 0 Jon Hollingsworth Board Member 0.50 X 0 0 0 Ron Johnson Board Member 0.50 X 0 0 0 William Klatt Board Member 1.00 X 0 0 0 David Kutik Board Member - Part Year 0.50 X 0 0 0 Gary Leppla Board Member 0.50 X 0 0 0 Sherry Maxfield Board Member 0.50 X 0 0 0 Elizabeth Miller Board Member 0.50 X 0 0 0 Jordan Miller Board Member 0.50 X 0 0 0 Stephanie Mittica Board Member 0.50 X 0 0 0 Steve McGarrity Board Member 0.50 X 0 0 0 Anne Murray Board Member 0.50 X 0 0 0 John Pinney Board Member 0.50 X 0 0 0 Richard Pogue Board Member 1.00 X 0 0 0 Michele Reynolds Board Member 0.50 X 0 0 0 Tom Roberts Board Member 0.50 X 0 0 0 Kimberly Shumate Board Member 0.50 X 0 0 0 Justice Melody Stewart Board Member 0.50 X 0 0 0 DJ Swearingen Board Member 0.50 X 0 0 0 William Weisenberg Board Member 0.50 X 0 0 0 Richard Wright Board Member 0.50 X 0 0 0 Timothy Young Board Member - Part Year 0.50 X 0 0 0 Angela Lloyd Executive Director 40.00 X 174286 0 28302 Yukiko Yee General Counsel & COO 40.00 X 114422 0 48700 Myrna Burga Controller and HR Coordinator 40.00 X 101915 0 15605 390623 0 92607 3 0 1 0 Matrix Integrated Psychological Services 2 Easton Oval Suite 450 Columbus OH 43219 Prof dev for civil legal services staff 106200 1 24214 2865271 181656 3071141 IOLTA/IOTA and Filing Fees 900099 10845489 10845489 Ohio Department of Commerce Uncla 900099 1008680 1008680 11854169 977644 977644 14309569 13488480 821089 821089 821089 13286 24214 7736 5550 5550 Student Loan Repayment Assistance 900099 3011 3011 Credit Card Rebates 900099 2274 2274 Other Income 900099 1229 1229 6514 16736107 11854169 0 1810797 7277098 7277098 319864 319864 377766 254169 92794 30803 801729 659798 117620 24311 87557 70272 14451 2834 128663 102333 25207 1123 80984 63748 13857 3379 29750 29750 39000 39000 95222 95222 363338 272549 90789 1774 1492 282 36730 21582 14453 695 75243 29108 45562 573 103936 74967 24194 4775 17314 16247 1067 92027 87609 4418 23983 22260 1430 293 15105 7231 7874 Repairs & Maintenance 4872 3394 1478 Equipment Rental 4152 3176 810 166 9976107 9325897 581258 68952 8367423 123257 7561808 838347 1084814 58326 85420 194495 129971 76905 64524 20771792 28008276 663536 575564 30776329 37503663 89501 51142 1072711 520338 5000000 3772213 883338 816966 7045550 5160659 X 22196347 32036108 1534432 306896 23730779 32343004 30776329 37503663 6760000 1852122 103 0 X 0 1 X 1 0 X 6304075 5651681 20015131 8036922 3071141 43078950 6304075 5651681 20015131 8036922 3071141 43078950 43078950 587292 378689 353173 555826 977644 2852624 21483 19029 61576 52022 19800 173910 46105484 11854169 0.93440 0.94700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 39000 39000 9976107 10015107 650755 162689 0 0 515394 875422 614681 650755 2656252 3984378 9000 10250 37000 39000 95250 128849 218856 153670 162689 664064 996096 18117 10113 8004 22868 11588 11280 153510 108270 45240 64524 Investment Fund 19014574 F Investment Fund Small Cap 1870054 F Attorney Unclaimed Funds 7123648 F 28008276 Operating Lease Liability 596305 Accrued Liabilities 220661 816966 18591909 1852122 91166 1943288 16648621 95222 -7736 87486 16736107 9979684 91063 91063 9888621 95222 -7736 87486 9976107 Part XI, Line 4b - Other Adjustments: Reclass of Fundraising Expenses from Stmt of Functional Expense to Revenue -7,736. Part XII, Line 4b - Other Adjustments: Reclass of Fundraising Expenses from Stmt of Functional Expense to Revenue -7,736. Perspectives from the Judiciary 37500 24214 13286 1798 5760 178 37500 24214 13286 1798 5760 178 7736 5550 1 Advocates for Basic Legal Equality 525 Jefferson Avenue Suite 300 Toledo OH 43604 237376131 501(c)(3) 1320772 0 Funding to support civil legal services for low-income and underserved Ohioans. Legal Aid of Southeast and Central Ohio 1108 City Park Avenue Columbus OH 43206 310718185 501(c)(3) 982747 0 Funding to support civil legal services for low-income and underserved Ohioans. Ohio Legal Help 88 E Broad St Ste 720 Columbus OH 43215 830571864 501(c)(3) 907475 0 Funding to support civil legal information and referral for low-income and underserved Ohioans. Legal Aid Society of Greater Cincinnati 215 E Ninth St Cincinnati OH 45202 310536673 501(c)(3) 715258 0 Funding to support civil legal services for low-income and underserved Ohioans. Legal Aid Society of Cleveland 1223 W Sixth St Cleveland OH 44113 340866026 501(c)(3) 664338 0 Funding to support civil legal services for low-income and underserved Ohioans. Community Legal Aid 50 S Main St Ste 800 Akron OH 44308 340753560 501(c)(3) 514139 0 Funding to support civil legal services for low-income and underserved Ohioans. Pro Seniors 7162 Readingn Road St 1150 Cincinnati OH 45237 310887471 501(c)(3) 341566 0 Funding to support civil legal services for low-income and underserved Ohioans. US Committee for Refugees and Immigrants 3167 Fulton Rd Suite 306 Cleveland OH 44109 131878704 501(c)(3) 298709 0 Funding to support civil legal services for low-income and underserved Ohioans. Legal Aid of Western Ohio 525 Jefferson Avenue Ste 300 Toledo OH 43604 341485732 501(c)(3) 263145 0 Funding to support civil legal services for low-income and underserved Ohioans. US Together Inc 1415 E Dublin-Granville Road Ste 100 Columbus OH 43229 830395108 501(c)(3) 255575 0 Funding to support civil legal services for low-income and underserved Ohioans. Equality Ohio Education Fund 370 S 5th St Ste G3 Columbus OH 43215 020743268 501(c)(3) 176127 0 Funding to support civil legal services for low-income and underserved Ohioans. Catholic Charities Corp 7911 Detroit Ave Cleveland OH 44102 341318541 501(c)(3) 169530 0 Funding to support civil legal services for low-income and underserved Ohioans. Community Refugee and Immigration Services Inc 4645 Executive Dr Columbus OH 43220 311674893 501(c)(3) 120714 0 Funding to support civil legal services for low-income and underserved Ohioans. Catholic Charities of Southwest Ohio 430 Slack St Steubenville OH 43952 341271043 501(c)(3) 117398 0 Funding to support civil legal services for low-income and underserved Ohioans. Legal Works Inc 6209 Storer Avenue W 65th St Cleveland OH 44102 383974750 501(c)(3) 107290 0 Funding to support civil legal services for low-income and underserved Ohioans. Social Services for the Arab Community 3110 Tremainsville Rd Toledo OH 43613 455580082 501(c)(3) 96000 0 Funding to support civil legal services for low-income and underserved Ohioans. Ohio Justice and Policy Center 215 East 9th St Ste 601 Cincinnati OH 45202 311319172 501(c)(3) 76000 0 Funding to support civil legal services for low-income and underserved Ohioans. Toledo Bar Association Foundation 311 N Superior St Toledo OH 43604 346534094 501(c)(3) 71049 0 Funding to support civil legal services for low-income and underserved Ohioans. International Institute of Akron 20 Olive St Suite 201 Akron OH 44310 340733161 501(c)(3) 38116 0 Funding to support civil legal services for low-income and underserved Ohioans. Asian Services in Action Inc 730 Carroll St Akron OH 44304 341798850 501(c)(3) 18150 0 Funding to support civil legal services for low-income and underserved Ohioans. Ohio State Bar Association 1700 Lake Shore Dr Ste 100 Columbus OH 43204 314271520 501(c)(6) 11000 0 Funding to provide Continuing Legal Education on Attorney Unclaimed Funds. 20 1 Loan Repayment Assistance Program 101 319864 Part I, Line 2: The Ohio Access to Justice Foundation requires grantees to provide activity and financial reporting based upon the requirements set forth in grant agreements. In addition, the Foundation assesses its grantees. Schedule I, Part III In an effort to ensure that the best and brightest attorneys can afford to work at Ohio's legal aids, the Foundation annually provides up to $6,000 in loan repayment assistance through a forgivable loan for each qualified attorney participating in the Foundation's loan repayment assistance program. X X X 0 0 0 0 0 0 0 0 0 Angela Lloyd Executive Director 174286 0 0 0 0 0 23311 0 4991 0 202588 0 0 0 Yukiko Yee General Counsel & COO 114422 0 0 0 0 0 15709 0 32991 0 163122 0 0 0 Form 990, Part III, 4a Legal Services and Access to Justice Support: Recognized by the Supreme Court of Ohio as the official access to justice entity for the state, the Foundation collaborates with the Court and other statewide justice partners like the Ohio Judicial Conference, the Ohio State Bar Association, and Ohio's legal aids to make Ohio a more just and equitable community. The Foundation is the largest funder of civil legal aid in Ohio. Civil legal aid provides skilled lawyers to help low-income and underserved Ohioans address life-changing civil legal matters that impact their ability to live safe, stable, and financially secure lives. For example, the Foundation provides grants to ensure that veterans can secure the benefits they earned through their service; seniors can preserve their independence and financial security; survivors of domestic violence can achieve safety and security; families suffering due to substance abuse disorders can achieve stability; and children can access the supports they need to succeed in school. Foundation funding also supports legal assistance to Ohioans addressing record sealing and drivers' license reinstatements which helps individual Ohioans and strengthens Ohio's workforce. In FY24, the Foundation granted more than $44 million, including roughly $37 million in Interest on Lawyer's Trust Accounts (IOLTA), Interest on Trust Accounts (IOTA), and filing fee revenue. Over $1 million in grants was directed to helping newly arrived Ukrainians who fled the war in Ukraine stabilize themselves and their families in Ohio. As a result of the Foundation's funding, Ohio's legal aids provided legal information, advice, or representation in over 63,000 civil matters and assisted over 148,000 Ohioans, including roughly 63,800 children, 17,800 persons with disabilities, 3,800 veterans, and 19,000 seniors. The Foundation also furthers its mission to improve access to justice by developing and supporting innovative services to help Ohioans who face legal challenges. The Foundation funds Ohio Legal Help, an independent nonprofit organization which operates a state-of-the-art web portal that provides all Ohioans with meaningful access to reliable legal information and trustworthy legal referrals. Ohio Legal Help is available 24 hours a day in all 88 counties. During FY24, Ohio Legal Help served over 790,000 Ohioans across the state. The Foundation also operates the Ohio Justice Bus, a mobile civil legal office and technology hotspot which helps rural and underserved Ohioans through brief advice clinics. See Schedule O, Part III, 4c, Pro Bono and Ohio Justice Bus for additional details. Additionally, the Foundation funds Neighborhood Stabilization Grants which catalyze redevelopment in targeted communities across Ohio. Since 2017, the Foundation has disbursed over $14 million to support transactional legal work to empower Ohioans and their local community groups to revitalize their neighborhoods. Neighborhood Stabilization Grants have supported the development of new businesses, the implementation of solar power, and the restoration of affordable housing. Through a generous Victim of Crime Assistance grant from the Ohio Attorney General's Office, the Foundation also awarded over $125,000 to serve Ohio seniors at risk of financial abuse and exploitation. Thanks to this crucial funding, thousands of Ohio seniors receive timely legal advice and counsel through a statewide senior legal hotline. Further, the Foundation supports outstanding law graduates with a passion for public service by funding two-year fellowships to address emergent legal needs. These young lawyers serve as Justice for All Fellows at civil legal service organizations across Ohio. Fellows focus their work on legal issues which adversely impact low-income and underserved Ohioans. During FY24, Justice for All Fellows helped children improve educational successes and reduce referrals to juvenile court; increased generational wealth and home ownership for underserved Ohioans; forged new partnerships in which medical professionals and lawyers work together to stabilize at-risk Ohioans, and assisted with sealing and expunging criminal records in order for Ohioans to access better employment and housing opportunities. The Foundation also funds the Justice for All Summer Clerkship program to support law students from backgrounds which have been historically excluded from the legal field who are interested in pursuing careers in civil legal services. The program grants funding to civil legal aid organizations to pay summer law clerks. Through this program, law students gain invaluable legal experience while addressing the critical legal needs of low-income Ohioans. In addition to funding fellows to work on emergent civil legal needs, the Foundation expands access to justice in Ohio through its Loan Repayment Assistance Program (LRAP). The Foundation's LRAP promotes the recruitment and retention of civil legal aid attorneys with superior skills and qualifications. The LRAP provides up to $6,000 in annual educational loan repayment assistance to attorneys employed by qualifying Ohio legal aids. In FY24, the Foundation provided 101 participants over $319,000 in loan repayment assistance for federal and private educational loans. The LRAP is a vital tool in recruiting and retaining the best and brightest attorneys who, due to student loan debt, would otherwise be unable to afford to work for an Ohio civil legal nonprofit organization. Thanks to the generous support of the Supreme Court of Ohio, the Foundation also conducts assessments of Ohio's civil legal aid organizations to ensure the provision of high-quality legal services. In addition, the Foundation utilizes funding from the Supreme Court of Ohio to support the continuing expansion and improvement of Ohio Legal Help, Ohio's civil legal aid organizations, and pro bono engagement around the state. The Foundation also administers other grant funds directed at supporting Ohio's civil legal aid societies and access to justice. As noted above, the Foundation ensures that the grant funds help low-income and underserved Ohioans overcome legal challenges so they can live safe, stable, and financially secure lives. Through its grant administration, the Foundation captures measurable data to improve legal services and diminish the justice gap. Finally, the Foundation educates state and national legislators and the public about the importance of civil legal aid and the positive and transformative impact that civil legal services have on people's lives. To that end, the Foundation is honored to partner with Ohio's courts, bar associations, businesses, governmental agencies, social service agencies, and others to increase the awareness of and build support for civil legal aid and access to justice in Ohio. Form 990, Part III, 4c, Pro Bono and Ohio Justice Bus Through a generous grant from the Supreme Court of Ohio, the Foundation works at the statewide level to increase pro bono participation in delivering civil legal services to low-income and underserved Ohioans. One of the successful statewide pro bono initiatives developed by the Foundation is the Ohio Justice Bus. During FY24, the Ohio Justice Bus held 109 clinics spanning 34 counties. The clinics provided brief advice and education for communities in need of civil legal services. The Bus operates recurring monthly clinics in Adams, Clermont, and Delaware counties, and recurring quarterly clinics in Ashtabula, Sandusky, and Summit counties. The Bus also holds regularly occurring clinics in Cuyahoga, Franklin, and Hamilton counties. Volunteer attorneys provide legal advice at these events, addressing issues ranging from divorce, custody, and probate to record sealing, certificates of qualification for employment, and driver's license reinstatement. In its efforts to increase pro bono engagement in Ohio, the Foundation publicly promotes and recognizes pro bono efforts throughout the state to encourage and grow pro bono involvement. The Foundation works to find meaningful ways to engage the legal community starting at law school and continuing through retirement from active law practice. In collaboration with the Supreme Court of Ohio, the Foundation recognizes graduating law students for their pro bono efforts with certificates of achievement and recognition at the bar admissions ceremony and administers and publishes an annual pro bono report which champions the successes of Ohio's pro bono lawyers. Each year, the Foundation presents an annual Presidential Award to recognize outstanding efforts to improve access to justice in Ohio. In 2024, the Foundation award went to Robin Bozian. Bozian, a retired attorney, volunteers her time to serve southeast Ohio by developing and facilitating legal clinics for low-income Ohioans in Washington County and in Marietta. She also led efforts to establish and provide services for domestic violence survivors in Washington County and serves on the board and as a volunteer of the Washington County Homeless Project. The Foundation also distributes funding awarded by the United States District Court for the Southern District of Ohio in pro bono grants to serve low-income and underserved Ohioans in the Southern District of Ohio. The clinics supported by the grants provide pro bono legal services in remote, rural counties and increase the capacity for services in more populous counties in the Southern District. Form 990, Part VI, Section B, line 11b The Foundation's Audit Committee, through delegation by the Board, reviews and approves a final draft of the 990. The full Board receives and reviews the 990 prior to the 990 being signed and filed with the IRS. The Foundation's most recently filed 990 is posted on its website. Form 990, Part VI, Section B, line 12c The Foundation's conflict of interest policy and procedures extends to all Directors and to the Foundation's Executive Director and General Counsel and Chief Operating Officer. Each Director and Officer must annually complete and sign "The Ohio Access to Justice Foundation Annual Business Relationship and Conflict of Interest Disclosure Form." Determinations of whether an actual conflict exists are made by the Board through a majority vote which excludes the vote of a potentially conflicted director. No Director or Officer may preside over, vote on, or participate in any deliberation of any matter in which such Director or Officer has a conflict or potential conflict of interest. Form 990, Part VI, Section B, line 15a The Executive Committee of the Board reviews the Executive Director's performance and compensation annually. As a basis for comparison, the committee reviews executive director compensation for comparable nonprofit organizations in Ohio and nationally through composite salary surveys. The Board meet in executive session at a duly called meeting and, per the recommendation of the Executive Committee, approves any salary increases for the Executive Director. Contemporaneous minutes memorialize the Board's salary discussion and vote. Form 990, Part VI, Section C, line 19 The Foundation makes its governing documents available to the public on its website, https://www.ohiojusticefoundation.org, including the annual conflict of interest policy , annual report, and latest Form 990. The Foundation makes other documents available upon request. Ohio Justice Bus LLC 88 E Broad Street Columbus OH 43215 841784461 Mobile Legal Service Office OH 341801 163430 Ohio Access to Justice Foundation