2023-11-21T08:08:35-06:00 2023-06-30 310800053 Clark Schaefer Hackett & Co 4449 Easton Way Suite 400 Columbus OH 43219 990 2022-07-01 464044686 Ohio Access to Justice Foundation OHIO 6147158560 88 E Broad St 720 Columbus OH 43215 Angela M Lloyd Executive Director 6147158560 2023-11-13 1 Angela Lloyd 999009999 0 Jane E Pfeifer P00014949 6148852208 2023-11-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Angela M Lloyd 88 E Broad St 720 Columbus OH 43215 17201722 0 X www.Ohiojusticefoundation.org X 2013 OH The Foundation improves access to justice, funding civil legal aid and other programs. 41 41 15 49 0 0 20015131 8036922 0 0 864053 631488 61576 52022 20940760 8720432 12530392 7153134 0 0 1422610 1285674 0 0 61902 555434 854816 14508436 9293624 6432324 -573192 23293407 30776329 413802 7045550 22879605 23730779 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 8112496 7153134 Legal Services and Access to Justice SupportThe Foundation is charged with improving 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 which help low-income and underserved Ohioans live safe, stable, and financially secure lives. From increasing accessibility of trusted legal information and forms to ensuring qualified lawyers are available to address life-changing civil legal issues, the Foundation funds 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. 288301 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 in order to fund civil legal aid and improve access to justice in Ohio. 327386 Pro Bono and Justice BusThrough 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, a mobile civil legal office and technology hotspot which helps rural and underserved Ohioans through brief advice clinics. See Schedule O for additional details. 8728183 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 15 0 1 15 1 0 0 0 0 0 0 0 0 0 0 0 0 X 41 41 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 6147158560 88 E Broad St 720 Columbus OH 43215 Mary Amos Augsburger Treasurer 2.00 X X 0 0 0 Paula Boggs Muething Vice President 2.00 X X 0 0 0 Jennifer Day President 2.00 X X 0 0 0 Howard Harcha III Secretary 2.00 X X 0 0 0 Kimberly Shumate Immediate Past President 2.00 X X 0 0 0 Stuart Cubbon Board Member 1.00 X 0 0 0 Scott Greenwood Board Member 1.00 X 0 0 0 William Klatt Board Member 1.00 X 0 0 0 Richard Pogue Board Member 1.00 X 0 0 0 P Kelly Tompkins Board Member 1.00 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 Christopher Davey Board Member 0.50 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 Dolan 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 Lee Fisher Board Member 0.50 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 David Kutik Board Member 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 Steve McGarrity 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 John Pinney Board Member 0.50 X 0 0 0 Michele Reynolds Board Member 0.50 X 0 0 0 Brenda Rinehart Board Member 0.50 X 0 0 0 Colleen Rosshirt Board Member 0.50 X 0 0 0 Justice Melody Stewart Supreme Court Liaison 0.50 X 0 0 0 DJ Swearingen Board Member 0.50 X 0 0 0 Daryl Ward 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 0.50 X 0 0 0 Angela Lloyd Executive Director 40.00 X 167623 0 20286 Yukiko Yee General Counsel & COO 40.00 X 109213 0 39902 276836 0 60188 2 0 1 0 0 X 1537169 6499753 8036922 555826 555826 8556952 8481290 75662 75662 75662 Other Income 900099 52022 52022 52022 8720432 0 0 683510 7082378 7082378 70756 70756 337024 267910 54919 14195 716520 569581 116760 30179 86707 68926 14129 3652 72212 57403 11768 3041 73211 58197 11930 3084 18604 14085 4519 37000 37000 89375 89375 345621 233557 112048 16 63705 47269 14606 1830 24025 20076 3386 563 122914 96241 21756 4917 15546 15546 64248 55972 8276 23135 21728 1148 259 6744 1030 5714 Equip, Repairs & Maint. 43899 10528 33205 166 9293624 8728183 503539 61902 2342850 8367423 318990 838347 57092 58326 205445 128540 88835 76905 20485640 20771792 0 663536 23293407 30776329 24333 89501 129184 1072711 37600 5000000 222685 883338 413802 7045550 X 20191041 22196347 2688564 1534432 22879605 23730779 23293407 30776329 -573192 1424366 0 X X 0 1 X 1 0 X 5717219 6304075 5651681 20015131 8036922 45725028 5717219 6304075 5651681 20015131 8036922 45725028 45725028 629289 587292 378689 353173 555826 2504269 23529 21483 19029 61576 52022 177639 48406936 3000 0.94460 0.93930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 37000 37000 9256624 9293624 614681 153670 0 0 590603 515394 875422 614681 2596100 3894150 9000 9000 10250 37000 65250 147651 128849 218856 153670 649026 973539 18117 8076 10041 24919 23976 943 162409 96488 65921 76905 Accrued Liabilities 182702 Operating Lease Liability 700636 883338 10134203 1424366 78780 1503146 8631057 89375 89375 8720432 9283029 78780 78780 9204249 89375 89375 9293624 1 Ohio State Legal Services Associations OPLC and SEOLS 555 Buttles Avenue Columbus OH 43215 310718185 501(C)(3) 1515798 0 Funding to support civil legal services for low-income and underserved Ohioans Advocates for Basic Legal Equality 525 Jefferson Avenue Ste 300 Toledo OH 43604 237376131 501(C)(3) 1365609 0 Funding to support civil legal services for low-income and underserved Ohioans Legal Aid Society of Cleveland 1223 W Sixth Street Cleveland OH 44113 340866026 501(C)(3) 1026663 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) 625000 0 Funding to support information and civil legal services for low-income and underserved Ohioans Community Legal Aid Services 50 S Main St Ste 800 Akron OH 44308 340753560 501(C)(3) 463065 0 Funding to support civil legal services for low-income and underserved Ohioans Legal Aid Society of Greater Cincinnati 215 E Ninth Street Cincinnati OH 45202 310536673 501(C)(3) 408752 0 Funding to support civil legal services for low-income and underserved Ohioans Catholic Charities Corp 7911 Detroit Avenue Cleveland OH 44102 341318541 501(C)(3) 328372 0 Funding to support civil legal services for low-income and underserved Ohioans Pro Seniors 7162 Reading Road Ste 1150 Cincinnati OH 45237 310887471 501(C)(3) 300698 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) 171000 0 Funding to support civil legal services for low-income and underserved Ohioans Legal Aid of Western Ohio 525 Jefferson Ave Ste 300 Toledo OH 43604 341485732 501(C)(3) 125000 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) 108500 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) 100750 0 Funding to support civil legal services for low-income and underserved Ohioans Community Refugee and Immigration Services 4645 Executive Dr Columbus OH 43220 311674893 501(C)(3) 100750 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) 87167 0 Funding to support civil legal services for low-income and underserved Ohioans Catholic Charities of Southwest Ohio 430 Slack Street Steubenville OH 43952 341271043 501(C)(3) 76000 0 Funding to support civil legal services for low-income and underserved Ohioans Nueva Luz Urban Center 6600 Detroit Avenue Cleveland OH 44102 341972937 501(C)(3) 70500 0 Funding to support civil legal services for low-income and underserved Ohioans Social Services for the Arab Community PO Box 548 Sylvania OH 43560 455580082 501(C)(3) 64500 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) 53316 0 Funding to support civil legal services for low-income and underserved Ohioans Greater Dayton Volunteer Lawyers Project 109 N Main St Ste 610 Dayton OH 45402 311251172 501(C)(3) 50500 0 Funding to support civil legal services for low-income and underserved Ohioans Advocating Opportunity Two Maritime Plaza First Floor Toledo OH 43604 471098005 501(C)(3) 29771 0 Funding to support civil legal services for low-income and underserved Ohioans Ohio Disability Rights Law and Policy Center Inc 50 W Broad St Ste 1400 Columbus OH 43215 454122935 501(C)(3) 6667 0 Funding to support civil legal services for low-income and underserved Ohioans 21 0 Loan Repayment Assistance Program 16 70756 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 reviews 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 167623 0 0 0 0 0 15295 0 4991 0 187909 0 0 0 Part I, Line 3 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 met in executive session at a duly called meeting and, per the recommendation of the Executive Committee, approved a salary increase for the Executive Director. Form 990, Part III, 4a, Legal Service 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 and the Ohio State Bar Association 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. In addition, in FY23, the Foundation granted over $1 million help Afghan evacuees resettled in Ohio stabilize themselves and their families. The Foundation also supports legal assistance for Ohioans addressing debt, record sealing, and drivers' license reinstatements, which helps individual Ohioans and strengthens Ohio's workforce. In FY23, the Foundation successfully oversaw the distribution of more than $21.9 million in Interest on Lawyer's Trust Accounts (IOLTA), Interest on Trust Accounts (IOTA), and filing fee revenue. As a result of the Foundation's funding, Ohio's legal aids provided legal information, advice, or representation in almost 59,000 civil matters and assisted over 135,000 Ohioans, including roughly 3,800 veterans and 17,000 seniors. The Foundation also furthers its mission to improve access to justice by developing new and innovative services to help Ohioans facing 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 FY23, Ohio Legal Help served more than 750,000 Ohioans across the state. Additionally, the Foundation funds Neighborhood Stabilization Grants which catalyze community redevelopment in targeted communities around Ohio. Since 2017, the Foundation has disbursed over $12.5 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 FY23, Justice for All Fellows helped children of color improve educational successes and reduce referrals to juvenile court; increased generational wealth and home ownership for Black Ohioans; assisted asylum seekers to achieve permanency and security; and protected Ohio seniors from elder abuse. The Foundation also funds the Justice for All Summer Clerkship program to support law students of color 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 of color gain invaluable legal experience while addressing the critical legal needs of low-income and underserved 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 FY23, the Foundation provided 16 participants over $70,000 in loan repayment assistance for private educational loans not subject to the federal forbearance provisions. 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. The Foundation is a catalyst for the development of new, statewide, and local pro bono initiatives. One of these successful initiatives is the Ohio Justice Bus. During FY23, the Ohio Justice Bus traveled to 54 counties to host events including legal outreach, education, and brief advice 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 and Summit counties. Volunteer attorneys provide legal advice at these events, addressing issues ranging from divorce and custody to record sealing and certificates of qualification for employment. In addition, the Foundation works to increase the pro bono engagement. The Foundation publicly promotes and recognizes pro bono efforts throughout the state to encourage and grow pro bono involvement. Thanks to critical help from the Supreme Court of Ohio, the Foundation recognizes graduating law students for their pro bono efforts and administers and publishes an annual Pro Bono Report, which measures and champions the successes of Ohio's pro bono lawyers. The Foundation also presents an annual Presidential Award to recognize an individual's or an organization's outstanding efforts to improve access to justice in Ohio. In 2023, the Foundation presented the award to Attorney Misty Connors. Connors volunteers with Legal Aid of Western Ohio (LAWO). Connors has volunteered with LAWO since 2015. During her years of volunteer work, Ms. Connors provided pro bono legal services to a remarkable 160 Ohioans. The Foundation also collaborates with the United States District Court for the Southern District of Ohio to award pro bono grants to help low-income and underserved Ohioans in the Southern District of Ohio successfully address their legal challenges. 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. 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 meets 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 business relationship and conflict of interest disclosure policy and procedure, annual report, and latest Form 990. The Foundation makes other documents available upon request. Form 990, Part VIII, Line 1f: The Foundation oversees the disbursement and grant of funds generated by Interest on Lawyer Trust Accounts (IOLTA), Interest on Trust Accounts (IOTA), and civil filing fee surcharges. Form 990 Part VIII lists these funds as other contributions on line 1f. The funds are derived from individual lawyer trust accounts, title agent accounts, and individual civil filings in courts throughout Ohio. Form 990, Part XII, Line 2c: The oversight process has not changed from the prior year. Ohio Justice Bus LLC 88 E Broad St Suite 720 Columbus OH 43215 Mobile Legal Services Office OH 112398 117902 Ohio Access to Justice Foundation