2021-11-10T15:29:41-06:00 2021-06-30 310800053 Clark Schaefer Hackett & Co 4449 Easton Way Suite 400 Columbus OH 43219 990 2020-07-01 464044686 Ohio Access to Justice Foundation OHIO 6147158560 88 E Broad St No 720 Columbus OH 43215 Angela M Lloyd Executive Director 6147158560 2021-11-10 1 Angela Lloyd 999009999 Jane E Pfeifer P00014949 6148852208 2021-11-10 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z Angela M Lloyd 88 E Broad St No 720 Columbus OH 43215 8108788 0 X www.Ohiojusticefoundation.org X 2013 OH The Foundation improves access to justice, funding civil legal aid and other programs. 33 33 15 67 0 0 6087997 5651681 0 0 439111 1915178 199865 19029 6726973 7585888 6625780 5258252 0 0 1462743 1476353 0 0 78594 723535 573270 8812058 7307875 -2085085 278013 17555865 19214874 342056 333763 17213809 18881111 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 6178670 5258252 Legal Service Support and Access to JusticeThe Foundation is charged with improving access to justice 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. 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 just and equitable community. See Schedule O for additional detail. 346918 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 and access to justice in Ohio. 333618 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. Launched in Fall 2019, the Bus travels statewide to perform outreach, brief advice clinics, and individualized client services such as the review and notarization for wills and healthcare powers of attorney for homebound seniors. See Schedule O for additional detail. 6859206 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 13 0 1 15 1 0 0 0 0 0 0 0 0 0 0 0 0 X 33 33 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 No 720 Columbus OH 43215 David Kutik Past President 1.00 X X 0 0 0 Kimberly Schumate President 1.50 X X 0 0 0 Jennifer Day Vice President 1.00 X X 0 0 0 Mary Amos Augsburger Secretary 1.00 X X 0 0 0 Paula Boggs Muething Treasurer 1.00 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 G Scott McComb Board Member 0.50 X 0 0 0 Gary Leppla Board Member 0.50 X 0 0 0 Howard Harcha III Board Member 0.50 X 0 0 0 John Pinney Board Member 0.50 X 0 0 0 Kathleen Trafford 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 0.50 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 0.50 X 0 0 0 Stuart Cubbon Board Member 0.50 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 Angela Lloyd Executive Director 40.00 X 167412 0 26675 Yukiko Yee General Counsel & COO 40.00 X 108280 0 41970 275692 0 68645 2 0 1 0 0 X 1727312 3924369 5651681 378689 378689 2059389 522900 1536489 1536489 1536489 Other Income 900099 19029 19029 19029 7585888 0 0 1934207 4719945 4719945 538307 538307 344337 278959 49432 15946 813778 659269 116824 37685 103011 83453 14788 4770 135285 109599 19421 6265 79942 64764 11476 3702 18351 16376 1893 82 9000 9000 68162 68162 200107 174092 24931 1084 477 477 51109 34205 14994 1910 22883 20349 1946 588 121123 96081 19109 5933 3918 3811 107 15311 9415 5866 30 23420 22123 987 310 11454 8475 2940 39 Equip, Repairs & Maint. 27955 10983 16722 250 7307875 6859206 370075 78594 597259 1068510 290174 313331 50996 62172 213598 101837 135181 111761 16482255 17659100 17555865 19214874 18231 31385 118039 86243 33807 36502 171979 179633 342056 333763 X 11912228 15463687 5301581 3417424 17213809 18881111 17555865 19214874 278013 1389289 0 X X 0 1 X 1 0 X 5216445 5031289 5717219 6304075 5651681 27920709 5216445 5031289 5717219 6304075 5651681 27920709 27920709 437278 639787 629289 587292 378689 2672335 11475 45632 23529 21483 19029 121148 30714192 22858 0.90900 0.91380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 9000 9000 7298875 7307875 515394 128849 0 0 496789 454120 590603 515394 2056906 3085359 9000 9000 9000 9000 36000 124197 113530 147651 128849 514227 771341 18117 4004 14113 44278 39773 4505 151203 58060 93143 111761 Accrued Liabilities 179633 179633 8939565 1389289 32550 1421839 7517726 68162 68162 7585888 7272263 32550 32550 7239713 68162 68162 7307875 1 Advocates for Basic Legal Equality 525 Jefferston Avenue Ste 300 Toledo OH 43604 237376131 501(C)(3) 1097169 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) 518929 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) 55000 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) 51160 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) 460869 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) 567084 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) 352500 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) 1321834 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) 285400 Funding to support civil legal services for low-income and underserved Ohioans 9 0 Loan Repayment Assistance Program 112 538307 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 167412 0 0 0 0 0 21713 0 4962 0 194087 0 0 0 Yukiko Yee General Counsel & COO 108280 0 0 0 0 0 13787 0 28183 0 150250 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, did not award a salary increase during FY 2021; but approved a bonus for the Executive Director. Form 990, Part III, 4a, Legal Service Support: The Foundation is the largest funder of civil legal aid in Ohio. Civil legal aid provides qualified lawyers to assist low-income and underserved Ohioans in life-changing civil legal matters that impact their ability to live safe, stable, and financially secure lives. The Foundation provides grants in Ohio 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. 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, curated legal information and referrals. Ohio Legal Help, an independent 501(c)(3), is a state-of-the-art web portal that enables all Ohioans to have meaningful access to reliable legal information, regardless of when (during nonregular business hours) or where (remote, rural locations) someone seeks information. During the COVID-19 pandemic, Ohio Legal Help has been instrumental in providing Ohioans with real-time legal information to help them with everything from preventing eviction to applying for unemployment benefits. Additionally, the Foundation funds innovative legal services to catalyze community redevelopment in targeted areas around Ohio through Neighborhood Stabilization Grants. Since 2017, the Foundation has utilized The Bank of America settlement funds and disbursed over $9.3 million to support transactional civil legal work to empower local residents and community groups to revitalize Ohio communities and neighborhoods. In addition, through a generous Victim of Crime Assistance grant from the Ohio Attorney General's Office, the Foundation has also awarded over $200,000 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 funds outstanding law graduates with a passion for public service. These young lawyers serve as Justice for All Fellows in two-year fellowships at civil legal service organizations throughout the state. Fellows focus their work on emergent legal issues which adversely impact low-income and underserved Ohioans. Current Justice For All Fellows are working on matters such as: reducing poverty and homelessness; eliminating barriers to employment; bringing access to legal services to rural and underserved communities; addressing the civil consequences of individuals previously involved in the criminal justice system; working to provide domestic violence survivors with housing stability; staffing a weekly clinic to assist rural individuals facing eviction; and providing legal services to families with children who have behavioral health challenges. The Foundation also launched a Justice for All Summer Clerkship program in 2019 to support law students of color interested in public interest work. This program provides funding to host organizations to cover the salary of summer law students from Ohio law schools so that those law students can gain valuable 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 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 2021 (July 1, 2020, to June 30, 2021), the Foundation provided over $538,000 in loan repayment assistance through forgivable loans to 112 participants. 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. The Foundation also disbursed grants to further support Ohio's legal aids programs that were pursuing racial justice work or that had experienced a budget deficit due to the ramifications of the pandemic. The Ohio Supreme Court provided a generous grant to make these program improvement grants possible. Funding from the Ohio Supreme Court has also supported the Foundation's grants to promote the maintenance and improvement of the Ohio Legal Help website; to produce a continuing legal education video on representing indigent parents in contested adoption proceedings; to develop a tool to gauge the impact of legal aid representation on clients' economic stability; and to implement a professional document management system to improve work efficiencies and maximize their capacity to provide civil legal services to Ohioans in need. In addition, the Foundation 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 2021, the Foundation successfully oversaw the distribution of more than $10.4 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 59,700 civil matters and assisted over 133,800 Ohioans, including more than 4,000 veterans and nearly 21,000 seniors. Finally, the Foundation educates state and national legislators and the public about the importance of civil legal aid and the transformative impact that civil legal services can 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 increased 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. In addition, the Foundation works to increase the pro bono capacity of existing programs. The Foundation publicly promotes and recognizes pro bono efforts throughout the state to encourage and grow pro bono involvement. For example, with critical help from the Supreme Court of Ohio, the Foundation administers and publishes the annual Voluntary Pro Bono Report, which champions the successes of Ohio's pro bono lawyers. The Foundation also presents an annual Presidential Award, which recognizes an individual or an organization's outstanding efforts to improve access to justice in Ohio. In 2021, Janica Pierce Tucker, a volunteer attorney and current Chair of The Legal Aid Society of Columbus's Board, received the Presidential Award. Janica created and continues to volunteer at the legal clinic at the First Church of God in East Columbus. She is a strong advocate for diversity and inclusion and the need for civil legal services and pro bono volunteerism in Ohio. The Foundation also collaborates with the United States District Court for the Southern District of Ohio to award pro bono 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 9014 141114 Ohio Access to Justice Foundation