2022-11-08T15:49:27-06:00 2022-06-30 310800053 Clark Schaefer Hackett & Co 4449 Easton Way Suite 400 Columbus OH 43219 990 2021-07-01 464044686 Ohio Access to Justice Foundation OHIO 6147158560 88 E Broad St 720 Columbus OH 43215 Angela M Lloyd Executive Director 6147158560 2022-11-07 1 Angela Lloyd 999009999 Jane E Pfeifer P00014949 6148852208 2022-11-07 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z Angela M Lloyd 88 E Broad St 720 Columbus OH 43215 22219588 0 X www.Ohiojusticefoundation.org X 2013 OH The Foundation improves access to justice, funding civil legal aid and other programs. 36 36 15 53 0 0 5651681 20015131 0 0 1915178 864053 19029 61576 7585888 20940760 5258252 12530392 0 0 1476353 1422610 0 0 73918 573270 555434 7307875 14508436 278013 6432324 19214874 23293407 333763 413802 18881111 22879605 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 13372020 12530392 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 supports and funds innovative projects to ensure that low-income and underserved Ohioans have access to everything from trusted legal information and forms to qualified lawyers to help them address life-changing civil legal matters; thereby improving their ability to live safe, stable, and financially secure lives. See Schedule O for additional detail. 288563 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 revenues received from those accounts. Specifically, the Foundation assists lawyers and title insurance agents to properly establish statutorily required accounts and aids financial institutions and courts to ensure IOLTA/IOTA interest and civil filing fees are properly reported and remitted to fund civil legal aid so as to improve access to justice in Ohio. 321612 Pro Bono and Justice BusThrough a generous grant from the Supreme Court of Ohio, the Foundation works at the statewide level to increase pro bono volunteerism by attorneys, paralegals, and law students to deliver civil legal services to low-income and underserved Ohioans. 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 to help rural and underserved Ohioans address life-changing civil legal issues. See Schedule O for additional detail. 13982195 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 14 0 1 15 1 0 0 0 0 0 0 0 0 0 0 0 0 X 36 36 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 Howard Harcha III Secretary 2.00 X X 0 0 0 Kimberly Shumate Immediate Past President 2.00 X X 0 0 0 Jennifer Day President 2.00 X X 0 0 0 Mary Amos Augsburger Treasurer 2.00 X X 0 0 0 Paula Boggs Muething Vice President 2.00 X X 0 0 0 Ann Bergen Board Member 0.50 X 0 0 0 Brenda Rinehart Board Member 0.50 X 0 0 0 Cheryl Grossman Board Member 0.50 X 0 0 0 Christopher Davey Board Member 1.00 X 0 0 0 DJ Swearingen Board Member 0.50 X 0 0 0 Daryl Ward Board Member 0.50 X 0 0 0 Joseph Dawson Board Member 0.50 X 0 0 0 Gary Leppla Board Member 0.50 X 0 0 0 David Kutik Board Member 0.50 X 0 0 0 John Pinney Board Member 0.50 X 0 0 0 Jonathan Hollingsworth Board Member 0.50 X 0 0 0 Lee Fisher Board Member 0.50 X 0 0 0 Matt Donahue Board Member 0.50 X 0 0 0 Matthew Dolan Board Member 0.50 X 0 0 0 P Kelly Tompkins Board Member 1.00 X 0 0 0 Richard Pogue Board Member 1.00 X 0 0 0 Richard Wright Board Member 0.50 X 0 0 0 Sally Bloomfield Board Member 0.50 X 0 0 0 Scott Greenwood Board Member 0.50 X 0 0 0 Sherry Maxfield Board Member 0.50 X 0 0 0 Stephen Buchenroth Board Member 1.50 X 0 0 0 Stuart Cubbon Board Member 1.00 X 0 0 0 Susan DiMickele Board Member 0.50 X 0 0 0 Timothy Young Board Member 0.50 X 0 0 0 Vallie Bowman-English Board Member 0.50 X 0 0 0 William Dowling Board Member 0.50 X 0 0 0 William Klatt Board Member 1.00 X 0 0 0 William Weisenberg Board Member 0.50 X 0 0 0 Ronald Johnson 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 Angela Lloyd Executive Director 40.00 X 167797 0 26604 Yukiko Yee General Counsel & COO 40.00 X 105693 0 43667 273490 0 70271 2 0 1 0 0 X 16690107 3325024 20015131 353173 353173 1789708 1278828 510880 510880 510880 Other Income 900099 61576 61576 61576 20940760 0 0 925629 12416394 12416394 113998 113998 343761 270328 57540 15893 790003 621246 132233 36524 94089 73990 15749 4350 115597 90904 19349 5344 79160 62250 13250 3660 21500 15839 5658 3 10250 10250 75919 75919 128287 78742 49515 30 1373 14 1359 66755 49407 16034 1314 22109 18861 2679 569 123584 97505 20353 5726 10058 9487 571 27531 21914 5617 22926 21602 1033 291 6975 1058 5917 Equip, Repairs & Maint. 38167 8406 29547 214 14508436 13982195 452323 73918 1068510 2342850 313331 318990 62172 57092 194239 105404 111761 88835 17659100 20485640 19214874 23293407 31385 24333 86243 129184 36502 37600 179633 222685 333763 413802 X 15463687 20191041 3417424 2688564 18881111 22879605 19214874 23293407 6432324 -2433830 0 X X 0 1 X 1 0 X 5031289 5717219 6304075 5651681 20015131 42719395 5031289 5717219 6304075 5651681 20015131 42719395 42719395 639787 629289 587292 378689 353173 2588230 45632 23529 21483 19029 61576 171249 45478874 19235 0.93930 0.90900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10250 10250 14498186 14508436 875422 218856 0 0 454120 590603 515394 875422 2435539 3653309 9000 9000 9000 10250 37250 113530 147651 128849 218856 608886 913329 18117 6040 12077 24919 22744 2175 151203 76620 74583 88835 Accrued Liabilities 222685 222685 18480625 -2433830 49614 -2384216 20864841 75919 75919 20940760 14482131 49614 49614 14432517 75919 75919 14508436 1 Advocates for Basic Legal Equality 525 Jefferston Avenue Ste 300 Toledo OH 43604 237376131 501(C)(3) 2880659 0 Funding to support 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) 1434069 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) 147223 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) 15000 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) 2057977 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) 1355642 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) 369899 0 Funding to support information and civil legal services for underserved Ohioans. Ohio State Legal Services Associations OPLC and SEOLS 555 Buttles Avenue Columbus OH 43215 310718185 501(C)(3) 3264405 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) 395791 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) 211000 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) 126000 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 383984750 501(C)(3) 14630 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) 40172 0 Funding to support civil legal services for low-income and underserved Ohioans Vineyard Community Center 6000 Cooper Road Westerville OH 43081 753210233 501(C)(3) 13540 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) 78137 0 Funding to support civil legal services for low-income and underserved Ohioans 15 0 Loan Repayment Assistance Program 25 113998 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 162797 0 5000 0 0 0 21613 0 4991 0 194401 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: The Foundation collaborates with justice partners throughout the state, like the Supreme Court of Ohio, the Ohio Judicial Conference, and the Ohio State Bar Association, to make Ohio a more thriving, 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. 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 obtain safety and security; families dealing with the opioid crisis can achieve stability; and children can obtain the supports they need to succeed in school. Last year, in addition to annual core funding, the Foundation also disbursed almost $7 million in revenue replacement grants to restore legal aid grant funding lost as a direct result of the pandemic. The Foundation also furthers its mission to improve access to justice by developing new and innovative services to help Ohioans facing legal challenges access trustworthy legal information and referrals. In response to Ohio welcoming almost 2,000 Afghan evacuees, the Foundation provided over $1 million in funding for Afghan civil legal services to help the evacuees stabilize themselves and their families in Ohio. The Foundation also funds grants directed specifically at helping Ohio veterans ensure that they are able to live safe and stable lives. In addition to facilitating veterans access to federal benefits earned through their service to the country, Foundation funding also supports discharge upgrades, housing stabilization legal services, and addresses the myriad other legal issues that can make it difficult for veterans to thrive in civilian life. The Foundation also provides grant funding for civil legal services to help Ohioans and their families struggling with substance abuse disorders. In order to regain stability lost as a result of a substance abuse disorder, Ohioans often require legal assistance addressing debt, housing, record sealing and family matters. The Foundation created, launched, and now funds the nonprofit Ohio Legal Help, a state-of-the-art web portal that gives all Ohioans meaningful access to reliable legal information. Ohio Legal Help is available twenty-four hours a day and in all eighty-eight counties. During the last fiscal year, Ohio Legal Help served almost 700,000 Ohioans across Ohio. Additionally, the Foundation funds innovative legal services to catalyze community redevelopment in targeted communities around Ohio through Neighborhood Stabilization Grants. Since 2017, the Foundation has disbursed over $11.3 million to support transactional civil legal work to empower Ohioans and their local community groups to revitalize their neighborhoods through such efforts as the development of new businesses, the implementation of solar power, and the restoration and creation of affordable housing. Through a generous Victim of Crime Assistance grant from the Ohio Attorney General's Office, the Foundation also awarded over $170,000 to fund critical legal work to serve older Ohioans 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 through two-year fellowships to address emergent legal needs. These young lawyers serve as Justice for All Fellows at civil legal service organizations throughout Ohio. Fellows focus their work on legal issues which adversely impact low-income and underserved Ohioans. Current Justice For All Fellows work on matters such as: supporting children of color in school to increase educational success and reduce referrals to juvenile court; increasing generational wealth and home ownership for Black Ohioans; helping asylum seekers achieve permanency and security; and, supporting senior Ohioans who were the victims of elder abuse. The Foundation also funds a Justice for All Summer Clerkship program to support law students of color interested in working in civil legal services. The program provides funding to host organizations to cover the salary of summer law students from Ohio law schools. Through this program law students of color can gain valuable 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 by promoting the recruitment and retention of civil legal aid attorneys with superior skills and qualifications through its Loan Repayment Assistance Program (LRAP). The Foundation's LRAP provides up to $6,000 in annual educational loan repayment assistance to attorneys employed by qualifying Ohio legal service organizations. In FY 2022 (July 1, 2021, to June 30, 2022), the Foundation provided 25 participants over $110,000 in loan repayment assistance for private educational loans not subject to the federal forbearance provisions. LRAP is a vital tool in recruiting and retaining the best and brightest attorneys, who otherwise, due to student loan debt, could not afford to work for a civil legal aid society. Thanks to the generous support of the Supreme Court of Ohio, the Foundation is able to provide program improvement and development grants. Through this funding, the Foundation has supported Ohio Legal Help's expansion and maintenance as well as funding intranets and professional document management systems for each of Ohio's legal aid societies. Through such technology improvements, Ohio's legal services providers are better able to increase work efficiencies and thereby maximize their capacity to provide civil legal services to Ohioans in need. The Foundation also administers other grant funding to support Ohio's civil legal aid societies and improve 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 and expand both legal services and other efforts to diminish the justice gap. In FY 2022, the Foundation successfully oversaw the distribution of more than $10.8 million from 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 over 60,000 civil matters and assisted over 133,000 Ohioans, including nearly 4,000 veterans and 18,000 seniors. Finally, the Foundation educates both state and national legislators, as well as the public about the importance of civil legal aid and the transformative impact that civil legal services has 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 increased access to justice in Ohio. Form 990, Part III, 4c, Pro Bono and Ohio Justice Bus: The Foundation also responds to emergent circumstances as it did last year, when the Foundation worked with the Ohio Department of Job and Family Services and the Ohio State Bar Association to train over 400 lawyers on Afghan legal issues in order to respond to the arrival of almost 2,000 Afghan evacuees in Ohio. 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. The Foundation also works to increase the pro bono capacity of existing pro bono programs around the state by publicly promoting and recognizing pro bono efforts to encourage and grow pro bono involvement. One of the Foundation's most successful efforts, recognized by the American Bar Association's Solo, Small Firm and GP Division as a national "difference maker" in pro bono is the Ohio Justice Bus ("the Bus"). The Bus has a statewide footprint. With 50 committed, volunteer lawyers, the Bus is on the road for roughly three days a week. It has recurring monthly clinics in Adams, Clermont, and Delaware counties and can be found at clinics in other counties addressing legal questions ranging from kinship care to record sealing to advance directors. As part of its efforts to lift up pro bono volunteers, the Foundation annually presents the Presidential Award to recognize an individual or an organization's outstanding efforts to improve access to justice in Ohio. The 2022 recipient was Judge Andrew Logan from the Trumbull County Court of Common Pleas. Judge Logan spearheaded a collaboration between the Trumbull County Court and Community Legal Aid to create the Clarence Darrow Clinic, a judicially led pro bono clinic that responds to referrals in consumer and housing matters from all courts in the county. Thanks to a generous grant from the United States District Court for the Southern District of Ohio, the Foundation awards pro bono support grants to programs in the Southern District that help low-income and underserved Ohioans navigate the justice system successfully. The clinics operate to provide general pro bono legal services in remote rural counties and increase larger capacity 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, 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. The Form 990 Part VIII lists these funds as other contributions on line 1f. The money is passed through the state of Ohio but is derived from individual lawyer trust accounts, title agent accounts, and individual civil filings in courts throughout the state of Ohio. Form 990, Part XII, Line 2c: The 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 -18879 124434 Ohio Access to Justice Foundation