2020-11-16T09:19:46-06:00 2020-06-30 310800053 Clark Schaefer Hackett & Co 4449 Easton Way Suite 400 Columbus OH 43219 990 2019-07-01 464044686 Ohio Access to Justice Foundation fka Ohio Legal Assistance Foundation OHIO 6147158560 88 E Broad St No 720 Columbus OH 43215 Angela M Lloyd Executive Director 6147158560 2020-11-13 1 Jane E Pfeifer P00014949 6148852208 2020-11-13 98.31.14.68 2020-11-13 12:27:05 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 43193D7E285FBB46672E0D2F2EDCC06EAB8A5FE8 2019 2021-01-29 14:40:06Z Angela M Lloyd 88 E Broad St No 720 Columbus OH 43215 9221324 0 X www.Ohiojusticefoundation.org X 2013 OH The Foundation improves access to justice, funding civil legal aid and other programs. 34 34 19 43 0 0 5717219 6087997 0 0 1103535 439111 26529 199865 6847283 6726973 4485298 6625780 0 0 1326440 1462743 0 0 97156 744269 723535 6556007 8812058 291276 -2085085 20000555 17555865 387960 342056 19612595 17213809 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 7631085 6625780 Legal Service Support and Access to JusticeThe Foundation is the largest funder of civil legal aid in Ohio. It also 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 that impact their ability to live safe, stable and financially secure lives. The Foundation collaborates with justice partners in the state, like the Supreme Court of Ohio, the Ohio Judicial Conference, the Ohio State Bar Association and other entities committed to justice and fairness to use the law to make Ohio a more just and equitable community. See Schedule O for additional detail. 359133 Public Funds ComplianceThe Foundation works with financial institutions, lawyers, title agents, and courts to ensure compliance with Ohio's laws governing 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 works with lawyers and title insurance agents to properly establish statutorily required accounts and with financial institutions and courts to properly report and remit the interest on such accounts and civil filing fee surcharges, respectively, to fund civil legal aid in Ohio. 361190 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 participation in the delivery of civil legal aid to low-income and underserved Ohioans. The Foundation is a catalyst for the development of new statewide and local pro bono initiatives like the Ohio Justice Bus. The Ohio Justice Bus was launched in the fall of 2019 to provide a traveling civil legal aid office and mobile hotspot to help rural and underserved Ohioans, like home-bound Ohio seniors, address life-changing legal issues. The Foundation also publicly promotes and recognizes pro bono efforts throughout the state in order to encourage and grow pro bono involvement. See Schedule O for additional detail. 8351408 1 1 0 1 0 0 0 0 0 0 1 0 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 19 0 1 19 1 0 0 0 0 0 0 0 0 0 0 0 0 X 34 34 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 1.50 X X 0 0 0 Kimberly Schumate President 1.00 X X 0 0 0 May Amos Augsburger Secretary 1.00 X X 0 0 0 Paula Boggs Muething Treasurer 1.00 X X 0 0 0 Jennifer Day Vice President 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 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 Board Member 0.50 X 0 0 0 John Pinney Board Member 1.50 X 0 0 0 Joseph Mas 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 Mark Wagoner 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 1.50 X 0 0 0 Scott Greenwood 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 Di Mickele 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 Victoria Beckman Board Member 0.50 X 0 0 0 William Dowling Board Member 1.50 X 0 0 0 William Klatt Board Member 1.50 X 0 0 0 William Weisenberg Board Member 1.00 X 0 0 0 Susan Choe Deputy Director/General Counsel 40.00 X 108466 0 30776 Angela Lloyd Executive Director 40.00 X 157062 0 25149 265528 0 55925 2 0 1 0 Capellic LLC 1806 Hummockk Lane Encinitas CA 92024 Ohio Legal Help web design and dev. 108059 1 X 34520 1484654 4568823 6087997 587292 587292 2305899 2454080 -148181 -148181 -148181 2575 34520 40271 -37696 -37696 PPP Loan proceeds 900099 216078 216078 Other Income 900099 21483 21483 237561 6726973 0 0 638976 5959354 5959354 666426 666426 321453 259605 43967 17881 814105 657470 111349 45286 97526 78762 13339 5425 148823 120189 20355 8279 80836 65283 11056 4497 17751 10295 6770 686 9000 9000 68604 68604 288453 267426 20842 185 6830 1726 5104 61692 38677 19968 3047 24815 22473 1686 656 120268 94762 18450 7056 22976 22976 42158 35117 3713 3328 21674 20381 928 365 9437 7101 2190 146 Equip, Repairs & Maint. 29877 14385 15173 319 8812058 8351408 363494 97156 631233 597259 568249 290174 38050 50996 220070 84889 32229 135181 18730794 16482255 20000555 17555865 52348 18231 206778 118039 19871 33807 108963 171979 387960 342056 X 11985574 11912228 7627021 5301581 19612595 17213809 20000555 17555865 -2085085 -313701 0 X X 0 1 X 1 0 X 5232069 5216445 5031289 5717219 6087997 27285019 5232069 5216445 5031289 5717219 6087997 27285019 27285019 184134 437278 639787 629289 587292 2477780 13343 11475 45632 23529 237561 331540 30094339 23020 0.90660 0.91420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9000 9000 8803058 8812058 590603 147651 0 0 511855 496789 454120 590603 2053367 3080051 9000 9000 9000 9000 36000 127964 124197 113530 147651 513342 770013 18117 1967 16150 50750 43916 6834 151203 39006 112197 135181 Accrued Liabilities 171979 171979 6400940 -313701 16000 -297701 6698641 68603 -40271 28332 6726973 8799726 16000 40271 56271 8743455 68603 68603 8812058 Part XI, Line 4b - Other Adjustments: Fundraising Expenses for the Foundation's 25th anniversary celebration -40,271. Part XII, Line 2d - Other Adjustments: Fundraising Expenses for the Foundation's 25th anniversary celebration 40,271. 25th Anniversary Celebration 37095 34520 2575 16069 10492 13710 37095 34520 2575 16069 10492 13710 40271 -37696 1 Advocates for Basic Legal Equality 525 Jefferston Avenue Ste 300 Toledo OH 43604 237376131 501(c)3 1345002 Legal Aid for Special Populations/Funding to Support Legal Aid Ohio State Legal Services Associations OPLC and SEOLS 555 Buttles Avenue Columbus OH 43215 310718185 501(c)3 1026737 Legal Aid for State Support/Funding to Support Legal Aid Community Legal Aid Services 50 S Main St Ste 800 Akron OH 44308 340753560 501(c)3 694013 Funding to Support Legal Aid Legal Aid Society of Greater Cincinnati 215 E Ninth Street Cincinnati OH 45202 310536673 501(c)3 654184 Funding to Support Legal Aid Legal Aid Society of Columbus 1108 City Park Columbus OH 43206 314476407 501(c)3 615365 Funding to Support Legal Aid Legal Aid Society of Cleveland 1223 W Sixth Street Cleveland OH 44113 340866026 501(c)3 601769 Funding to Support Legal Aid Pro Seniors 7162 Reading Road Ste 1150 Cincinnati OH 45237 310887471 501(c)3 343102 Funding to Support Legal Aid Legal Aid of Western Ohio 525 Jefferson Ave Ste 300 Toledo OH 43604 341485732 501(c)3 326682 Funding to Support Legal Aid Ohio Legal Help 88 E Broad St Ste 720 Columbus OH 43215 830571864 501(c)3 325000 Funding to support Ohio Legal Help webiste Cleveland Metropolitan Bar Foundation 1375 E 9th St Fl 2 Cleveland OH 44114 341671726 501(c)3 12000 Funding to Support Summer Diversity Fellowships 10 Loan Repayment Assistance Program 138 666426 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 on a regular basis. 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 Foundaton's loan repayment assistance program. X X X 0 0 0 0 0 0 0 0 0 Angela Lloyd Executive Director 157062 0 0 0 0 0 20366 0 4783 0 182211 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. In FY 2019, 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 is the largest funder of civil legal aid in Ohio. Civil legal aid provides qualified lawyers to represent low-income and underserved Ohioans in life-changing civil legal matters that impact their ability to live safe, stable, and financially secure lives. Through its grants, the Foundation ensures that Ohio's veterans can secure the benefits they earned through their service; that Ohio's seniors can preserve their independence and financial security; that Ohio's victims of domestic violence can obtain safety and security; that Ohio families dealing with the opioid crisis can achieve stability; and, that Ohio's children with disabilities can obtain the supports they need to succeed in school. By funding civil legal services, the Foundation helps Ohioans live safer, more stable, and more financially secure lives which, in turn, makes Ohio's communities and Ohio itself a better place to live. The Foundation also furthers its mission to improve access to justice by developing new and innovative ways for Ohioans facing legal challenges to access trustworthy, curated legal information and referrals. In the fall of 2019, the Foundation launched Ohio Legal Help to provide all Ohioans with meaningful access to trustworthy, curated legal information regardless of when (during nonregular business hours) or from where (remote, rural locations) someone seeks the information. Ohio Legal Help, now an independent, 501(c)(3) organization, is a consumer-centric website that helps Ohioans find answers to life-changing, civil legal questions. 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 an eviction to applying for unemployment benefits. Also launched in the fall of 2019 was the Ohio Justice Bus. The Ohio Justice Bus is a traveling legal aid office and mobile hotspot that allows pro bono attorneys to advise clients anywhere in the state. The Ohio Justice Bus spent the last year traveling Ohio to bring legal services to rural and more remote Ohioans and ensuring that they, too, can access quality civil legal services to address their legal issues. The Ohio Justice Bus has been critical during the coronavirus health emergency, as it provides a safe and connected way for rural Ohioans to experience virtual clinics and consultations with their pro bono lawyers. The Foundation also funds innovative legal services to catalyze community redevelopment in targeted areas throughout the state through Neighborhood Stabilization Grants. Since 2017, the Foundation has committed over $2M annually to support civil legal work to help revitalize Ohio communities and neighborhoods. In addition, through a generous grant from the Ohio Attorney General's Office, the Foundation 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 received timely legal advice and counsel through a statewide, senior legal hotline. The Foundation also 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 issues such as: reducing poverty and homelessness; eliminating barriers to employment; bringing access to legal services to rural and underserved communities; addressing the civil consequences for Ohioans returning from the criminal justice system; working to provide survivors of domestic violence with housing stability; assisting rural Ohioans facing eviction; and, providing legal services to families with children who have behavioral health challenges. The Foundation launched a new Justice for All Summer Clerkship program in 2019 to support minority law students who are insterested in public interest work. The program provides a summer stipend to diverse law students from around Ohio to work for at least 8 weeks at a civil legal aid organization. In its inaugural year, the Foundation funded 10 summer clerks, each representing an Ohio law school and one from NKU. In addition to funding fellows to work on emergency civil legal needs, the Foundation also expands access to justice in Ohio by promoting the recruitment and retention of civil legal aid attorneys with superior skills and qualifications. To this end, the Foundation provides educational loan repayment assistance to attorneys employed by a qualifying Ohio legal service organization. Through this program, the Foundation provides up to $6,000 in annual, educational loan repayment assistance to qualified participants. In FY 2020, the Foundation provided over $666,000 in loan repayment assistance through forgivable loans to 138 participants. The loan repayment assistance program is a vital tool in the recruitment and retention of the best and brightest attorneys, who otherwise, due to student loan debt could not afford to work for a civil legal aid organization. The Foundation also provides responsive funding for legal services in the face of unexpected emergencies. In response to last year's tornadoes, the Foundation, in collaboration with the Ohio State Bar Association and Foundation, funded disaster legal services in the Dayton area and northwest Ohio. Following the outbreak of the COVID-19 health emergency earlier this year, the Foundation granted funding to civil legal service providers to buy computers and other technology equipment to facilitate remote work. Such program improvement grants are made possible through a generous grant from the Ohio Supreme Court. A majority of the Foundation's grant funds are generated by interest on lawyer trust accounts (IOLTA), interest on trust accounts (IOTA), and civil filing fee surcharges. The Foundation is responsible for verifying the amounts paid into those funds monthly. In addition, the Foundation administers other grant funding to support Ohio's civil legal aid societies and to improve access to justice. As noted above, the Foundation ensures that grant funds are utilized to overcome the legal challenges that prevent low-income and underserved Ohioans from living safe, stable, and financially secure lives. Through its grant administration, the Foundation captures measurable outcomes which are utilized to improve and expand both legal services and other efforts to diminish the justice gap. In FY 2020 (July 1, 2019 to June 30, 2020), the Foundation successfully oversaw the distribution of more than $20.9 million in grants. As a result of the Foundation's funding, Ohio's legal aids provided legal information, advice, or representation in over 53,000 civil matters and assisted over 118,000 Ohioans, including more than 4,400 veterans and nearly 16,000 seniors. Finally, the Foundation educates state and national legislators, as well as the general 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 in Ohio. Form 990, Part III, 4c, Pro Bono Through a generous grant from the Supreme Court of Ohio, the Foundation works at the statewide level to increase pro bono participation in the delivery of civil legal aid 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 Ohio in order to encourage and grow pro bono involvement. For example, the Foundation, with critical help from the Supreme Court of Ohio, administers and publishes the annual Voluntary Pro Bono Report, which champions the successes and impact of Ohio's pro bono lawyers. The Foundation also presents an annual Presidential Award, to recognize an individual or an organization that has made outstanding efforts to improve access to justice in Ohio. In 2020, the Presidential Award recognized Gerry Greene. Mr. Greene, a volunteer attorney with the Legal Aid Society of Greater Cincinnati, came to the law later in life. After a 33-year career in engineering management with Procter & Gamble, Gerry decided not only to attend law school at age 60, but to use his second career to serve others in need. For 18 years, he has volunteered as a full-time staff attorney at the Legal Aid Society of Greater Cincinnati and handled divorce cases that often involve clients and children who have experienced significant physical and emotional abuse. In his time with legal aid, he has resolved 269 divorce and custody cases, pro bono. The Foundation also collaborates with the United States District Court for the Southern District of Ohio to award pro bono grants to legal aid programs in the Southern District that help low-income and underserved Ohioans navigate the justice system successfully. The programs operate to provide general pro bono legal services in remote rural counties and to increase services available in more populous counties. During the COVID-19 health emergency, the Ohio Justice Bus traveled around the state providing services which ranged from virtual legal clinics to individual client services for wills and healthcare powers of attorney for homebound Ohio seniors. 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. The Board's salary discussion and vote are memorialized in contemporaneous minutes. Form 990, Part VI, Section C, line 19 The Foundation makes its governing documents available to the general public. Its annual business relationship and conflict of interest disclosure policy and procedure, annual report, and latest form 990 are posted to its website, www.ohiojusticefoundation.org. 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. These funds are listed on Part VIII of the Form 990 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. 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 -25063 131726 Ohio Access to Justice Foundation