2025-11-14T07:30:02-06:00 2025-06-30 331498605 PLANTE & MORAN PLLC 250 S High St Suite 100 Columbus OH 43215 990 2024-07-01 464044686 Ohio Access to Justice Foundation OHIO 6147158560 88 E Broad St 720 Columbus OH 43215 Angela M Lloyd Executive Director 6147158560 2025-11-13 1 1 Amy Ciminello P00796388 6148493000 2025-11-13 2024 2025-03-06 01:10:19Z Angela M Lloyd 88 E Broad St 720 Columbus OH 43215 22351602 0 X www.ohiojusticefoundation.org X 2013 OH The Foundation improves access to justice, funding civil legal aid and other programs. 38 38 14 160 0 0 3071141 4745677 11854169 11799483 1798733 2458009 12064 4464 16736107 19007633 7596962 11855446 0 0 1476699 1526980 0 0 60103 902446 934305 9976107 14316731 6760000 4690902 37503663 42187714 5160659 4317035 32343004 37870679 X The Foundation is a nonprofit Ohio foundation committed to improving access to justice and ensuring that Ohioans who are low-income or who lack access can fully and fairly participate in civil systems that produce just outcomes. 0 0 12718469 11855446 11799483 Legal Services and Access to Justice Support:The Foundation is dedicated to improving access to justice in civil matters for all Ohioans. In addition to serving as the largest funder of civil legal aid in the state, the Foundation funds innovative projects that empower Ohioans who are low-income or who lack access to 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 supports 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. 307157 Public Funds Compliance:The Foundation works closely 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. 515747 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 Ohioans across the state. 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 low income Ohioans through brief advice clinics. See Schedule O for additional details. 13541373 1 1 0 1 0 0 0 0 0 0 1 1 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 14 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 0.00 X X 0 0 0 Jennifer Day Immediate Past President 2.00 0.00 X X 0 0 0 Mary Amos Augsburger Vice President 2.00 0.00 X X 0 0 0 Howard Harcha III Treasurer 2.00 0.00 X X 0 0 0 P Kelly Tompkins Secretary 2.00 0.00 X X 0 0 0 Ann Bergen Board Member 0.50 0.00 X 0 0 0 Sally Bloomfield Board Member 0.50 0.00 X 0 0 0 Vallie Bowman-English Board Member 0.50 0.00 X 0 0 0 Stephen Buchenroth Board Member 0.50 0.00 X 0 0 0 Shawn Busken Board Member 0.50 0.00 X 0 0 0 Stuart Cubbon Board Member 1.00 0.00 X 0 0 0 Christopher Davey Board Member 1.00 0.00 X 0 0 0 Joe Dawson Board Member 0.50 0.00 X 0 0 0 Susan DiMickele Board Member 0.50 0.00 X 0 0 0 Matthew Donahue Board Member 0.50 0.00 X 0 0 0 William Dowling Board Member 0.50 0.00 X 0 0 0 Thomas Eagle Board Member 0.50 0.00 X 0 0 0 John Eklund Board Member 0.50 0.00 X 0 0 0 Lee Fisher Board Member 0.50 0.00 X 0 0 0 Charles Gerhardt Board Member 0.50 0.00 X 0 0 0 Scott Greenwood Board Member 1.00 0.00 X 0 0 0 Cheryl Grossman Board Member 0.50 0.00 X 0 0 0 Justice Daniel Hawkins Board Member 0.50 0.00 X 0 0 0 Jon Hollingsworth Board Member 0.50 0.00 X 0 0 0 William Klatt Board Member 1.00 0.00 X 0 0 0 Ron Johnson Board Member 0.50 0.00 X 0 0 0 Gary Leppla Board Member 0.50 0.00 X 0 0 0 Nathan Manning Board Member 0.50 0.00 X 0 0 0 Sherry Maxfield Board Member 0.50 0.00 X 0 0 0 Elizabeth Miller Board Member 0.50 0.00 X 0 0 0 Jordan Miller Board Member 0.50 0.00 X 0 0 0 Stephanie Mittica Board Member 0.50 0.00 X 0 0 0 John Pinney Board Member 0.50 0.00 X 0 0 0 Richard Pogue Board Member 1.00 0.00 X 0 0 0 Michele Reynolds Board Member 0.50 0.00 X 0 0 0 Thomas Roberts Board Member 0.50 0.00 X 0 0 0 Kimberly Shumate Board Member 0.50 0.00 X 0 0 0 Justice Melody Stewart Supreme Court Liaison 0.50 0.00 X 0 0 0 DJ Swearingen Board Member 0.50 0.00 X 0 0 0 William Weisenberg Board Member 0.50 0.00 X 0 0 0 Josh Williams Board Member 0.50 0.00 X 0 0 0 Dean Wilson Board Member 0.50 0.00 X 0 0 0 Richard Wright Board Member 0.50 0.00 X 0 0 0 Angela M Lloyd Executive Director 40.00 0.00 X 182948 0 27897 Yukiko Yee General Counsel and Chief Operating Officer 40.00 0.00 X 119219 0 57003 Myrna M Burga Controller and Human Resources Coordinator 40.00 0.00 X 105544 0 15591 407711 0 100491 3 0 1 0 0 4559848 185829 4745677 IOLTA/IOTA and Filing Fees 900099 11369220 11369220 Ohio Department of Commerce Uncla 900099 430263 430263 11799483 991374 991374 4810604 3343969 1466635 1466635 1466635 Credit Card Rebate 900099 2550 2550 Student Loan Repayment Assistance 900099 1310 1310 Class Action Lawsuit Funds 900099 604 604 4464 19007633 11799483 0 2462473 11551014 11551014 304432 304432 400051 269171 98285 32595 820060 685680 117382 16998 98875 81948 14938 1989 124467 102825 20888 754 83527 66192 14270 3065 51315 51315 45750 45750 127148 127148 332680 195007 137673 2528 1093 1435 54552 22800 31197 555 78782 27711 50674 397 112261 88900 20031 3330 9654 9654 62407 44201 18206 25588 23620 1678 290 22889 14224 8665 Repairs & Maintenance 4601 3904 697 Equipment Rental 4150 3247 773 130 14316731 13541373 715255 60103 123257 160203 7561808 8901802 1084814 1068799 85420 62479 207133 152543 64524 54590 28008276 31470675 575564 469166 37503663 42187714 51142 61556 520338 1189360 3772213 1994595 816966 1071524 5160659 4317035 X 32036108 37394810 306896 475869 32343004 37870679 37503663 42187714 4690902 836862 -89 0 X 0 1 X 1 0 X 5651681 20015131 8036922 3071141 4745677 41520552 5651681 20015131 8036922 3071141 4745677 41520552 41520552 378689 353173 555826 977644 991374 3256706 19029 61576 52022 19800 4464 156891 44934149 23653652 0.92400 0.93440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 45750 45750 14270981 14316731 865837 216459 0 0 875422 614681 650755 865837 3006695 4510043 10250 37000 39000 45750 132000 218856 153670 162689 216459 751674 1127511 18117 12149 5968 35507 13115 22392 153509 127279 26230 54590 Investment Fund 23472536 F Attorney Unclaimed Funds 7998139 F 31470675 Operating Lease Liability 489018 Accrued Liabilities 578398 Client Funds 4108 1071524 19805863 836862 88516 925378 18880485 127148 127148 19007633 14278188 88605 88605 14189583 127148 127148 14316731 1 Advocates for Basic Legal Equality 525 Jefferson Avenue Suite 300 Toledo OH 43604 237376131 501(c)(3) 1723305 0 Funding to support civil legal services for low-income Ohioans. Legal Aid of Southeast and Central Ohio 1108 City Park Avenue Columbus OH 43206 310718185 501(c)(3) 1481925 0 Funding to support civil legal services for low-income Ohioans. Ohio Legal Help 88 E Broad St Ste 720 Columbus OH 43215 830571864 501(c)(3) 1092900 0 Funding to support civil legal information and referral for low-income Ohioans. Catholic Charities Corp 7911 Detroit Ave Cleveland OH 44102 341318541 501(c)(3) 1019973 0 Funding to support civil legal services for low-income Ohioans. Legal Aid Society of Cleveland 1223 W Sixth St Cleveland OH 44113 340866026 501(c)(3) 931593 0 Funding to support civil legal services for low-income Ohioans. US Committee for Refugees and Immigrants 3167 Fulton Rd Suite 306 Cleveland OH 44109 131878704 501(c)(3) 880069 0 Funding to support civil legal services for low-income Ohioans. Legal Aid Society of Greater Cincinnati 215 E Ninth St Cincinnati OH 45202 310536673 501(c)(3) 528134 0 Funding to support civil legal services for low-income Ohioans. Community Refugee and Immigration Services Inc 4645 Executive Dr Columbus OH 43220 311674893 501(c)(3) 485051 0 Funding to support civil legal services for low-income Ohioans. Catholic Charities of Southwest Ohio 430 Slack St Steubenville OH 43952 341271043 501(c)(3) 471025 0 Funding to support civil legal services for low-income Ohioans. Community Legal Aid 50 S Main St Ste 800 Akron OH 44308 340753560 501(c)(3) 465345 0 Funding to support civil legal services for low-income Ohioans. International Institute of Akron 20 Olive St Suite 201 Akron OH 44310 340733161 501(c)(3) 439721 0 Funding to support civil legal services for low-income Ohioans. US Together Inc 1415 E Dublin-Granville Road Ste 100 Columbus OH 43229 830395108 501(c)(3) 411299 0 Funding to support civil legal services for low-income Ohioans. Pro Seniors 7162 Reading Road St 1150 Cincinnati OH 45237 310887471 501(c)(3) 376565 0 Funding to support civil legal services for low-income Ohioans. Fair Housing Opportunities of Northwest Ohio 326 N Erie St Toledo OH 43604 237441706 501(c)(3) 276360 0 Funding to support civil legal services for low-income Ohioans. Equality Ohio Education Fund 370 S 5th St Ste G3 Columbus OH 43215 020743268 501(c)(3) 258250 0 Funding to support civil legal services for low-income Ohioans. Asian Services in Action Inc 730 Carroll St Akron OH 44304 341798850 501(c)(3) 207000 0 Funding to support civil legal services for low-income Ohioans. Legal Aid of Western Ohio 525 Jefferson Avenue Ste 300 Toledo OH 43604 341485732 501(c)(3) 182000 0 Funding to support civil legal services for low-income Ohioans. Ohio Justice and Policy Center 215 East 9th St Ste 601 Cincinnati OH 45202 311319172 501(c)(3) 126000 0 Funding to support civil legal services for low-income Ohioans. Legal Works Inc 6209 Storer Avenue W 65th St Cleveland OH 44102 383974750 501(c)(3) 107000 0 Funding to support civil legal services for low-income Ohioans. Social Services for the Arab Community 3110 Tremainsville Rd Toledo OH 43613 455580082 501(c)(3) 75500 0 Funding to support civil legal services for low-income Ohioans. Cleaveland Metripolitan Bar Foundation 1375 East 9th St Floor 2 Cleveland OH 44114 341671726 501(c)(3) 7000 0 Funding to support civil legal services for low-income Ohioans. 21 0 Loan Repayment Assistance Program 96 304432 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 M Lloyd Executive Director 182948 0 0 0 0 0 22906 0 4991 0 210845 0 0 0 Yukiko Yee General Counsel and Chief Operating 119219 0 0 0 0 0 15572 0 41431 0 176222 0 0 0 Form 990, Part III, 4a Legal Services and Access to Justice Support: As the official, statewide entity recognized by the Supreme Court of Ohio for advancing access to justice, the Foundation collaborates with the Court and other statewide justice partners including the Ohio Judicial Conference, the Ohio State Bar Association, and Ohio legal aids to make Ohio more just and equitable. The Foundation is the largest funder of civil legal aid in Ohio. Civil legal aid provides skilled lawyers to assist Ohioans who are low-income or lack access, helping them address critical civil legal matters that impact their ability to live safe, stable, and financially secure lives. Through its grantmaking, the Foundation funds efforts that help veterans secure benefits they have earned through their service; enable seniors to maintain their independence and financial security; empower survivors of domestic violence to achieve safety and security; support families impacted by substance abuse disorders; and ensure children receive the supports they need to succeed in school. Additionally, Foundation funding advances legal assistance for record sealing and drivers' license reinstatement efforts, which not only help individual Ohioans, but which strengthen Ohio's workforce. In FY25, the Foundation oversaw distribution of $38.8 million in Interest on Lawyer's Trust Accounts (IOLTA), Interest on Trust Accounts (IOTA), and filing fee revenue, and granted out an additional $11.5 million from the Ohio Access to Justice Foundation Fund, thereby supporting legal services in Ohio with $50.3 million in funding. Over $1.7 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 civil legal service nonprofits succeeded in providing legal information, advice, or representation in over 65,000 civil matters and assisted over 153,000 Ohioans, including 64,016 children, 20,485 persons with disabilities, 4,400 veterans, and 20,822 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 is the single, largest funder of 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 FY25, Ohio Legal Help served over 767,000 Ohioans across the state. The Foundation also operates the Ohio Justice Bus; a mobile civil legal office and technology hotspot that delivers brief advice clinics to low-income Ohioans in rural and other areas with limited access to civil legal services. See Schedule O, Part III, 4c, Pro Bono and Ohio Justice Bus for additional details. Through Neighborhood Stabilization Grants, the Foundation promotes both development and redevelopment in targeted Ohio communities. Since 2017, the Foundation has awarded $14.9 million to support transactional legal work that empowers Ohioans and community groups to revitalize their neighborhoods. Neighborhood Stabilization grants have historically supported new business development, the implementation of solar power, and the restoration of affordable housing. Beginning in FY25, Ohio Attorney Unclaimed Funds received from the Ohio Department of Commerce, Division of Unclaimed Funds, have allowed this program to further address housing needs statewide by supporting affordable and healthy housing initiatives, and promoting homeownership in partnership with legal aid and community organizations. In addition, the Foundation offers two-year Justice for All Fellowships to outstanding law graduates who are passionate about public service and determined to address emergent legal needs. These young lawyers serve at civil legal service organizations across Ohio. Fellows focus their work on civil legal issues which adversely impact Ohioans who are low-income or who lack access to civil legal services. In FY25, Justice for All Fellows helped victims of predatory and fraudulent auto lending and sales practices; provided holistic legal services to survivors of sexual assault and mothers experiencing domestic violence in rural areas; represented unaccompanied minors in court; created accessible user-centered legal content, forms, and tools for formerly incarcerated Ohioans; and provided civil legal services to Ohioans impacted by the criminal legal system. The Foundation also funds the Justice for All Summer Clerkship program which provides law students with hands-on experience in civil legal services by funding summer clerk positions at civil legal services organizations. This initiative helps cultivate the next generation of public interest lawyers while helping meet the critical legal needs of low-income Ohioans. To support the recruitment and retention of talented civil legal aid attorneys, the Foundation additionally administers a Loan Repayment Assistance Program (LRAP). The Foundation's LRAP provides up to $6,000 annually in educational loan repayment assistance to qualifying civil legal services attorneys. In FY25, 96 participants received over $304,000 in loan repayment assistance for federal and private educational loans, helping ensure that financial barriers do not prevent the best and brightest attorneys from serving low-income Ohioans who are in dire need of assistance. Thanks to the generous support of the Supreme Court of Ohio, the Foundation continues to expand and improve Ohio Legal Help, strengthen Ohio's civil legal aid organizations, and work to increase pro bono engagement across the state. Beyond these core grant programs which the Foundation has operated for many years, in FY25, the Foundation also launched three new grant programs: a $1.29 million general operating grant program for civil legal service nonprofits, a $1 million grant program to serve the legal needs of documented immigrants, and a $450,000 pilot partnership grant program to address civil legal needs of families that are at risk of entering the foster care system. The Foundation also oversees the administration of other grant funds directed at supporting Ohio's civil legal aid societies and furthering access to justice. This work ensures that grant funding is used effectively to help Ohioans who are low-income or who lack access overcome legal challenges so they can attain safety, stability, and financial security. The Foundation captures measurable data through its grant reporting, which is used to continually improve legal services and diminish the justice gap. Finally, the Foundation serves as an advocate by educating state and national legislators and the public about the transformative role of civil legal aid on people's lives. The Foundation is honored to partner with Ohio's courts, bar associations, businesses, governmental agencies, social service agencies, and others to build statewide awareness of and 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 Ohioans. One of the successful statewide pro bono initiatives developed by the Foundation is the Ohio Justice Bus. During FY25, the Ohio Justice Bus held 102 clinics serving over 650 Ohioans. Seventy percent of the Bus' clinics were held in Ohio's most underserved counties where the ratio of attorneys to the county population is less than 1:700. The clinics provided brief advice and information for communities in need of civil legal services. The Bus operates across the state, including regularly recurring clinics in Adams, Ashtabula, Brown, Clermont, Delaware, Franklin, Hamilton, Montgomery, Sandusky, and Summit counties. Volunteer attorneys provide legal advice at these events, addressing legal issues including divorce, custody, record sealing, certificates of qualification for employment, and driver's license reinstatement. In its effort 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. The Foundation also administers and publishes an annual pro bono report which champions the successes of Ohio's pro bono lawyers. To simplify access to volunteer opportunities, in FY25 the Foundation launched Pro Bono Ohio, a free and user-friendly website to locate statewide pro bono opportunities. The new site, which is maintained by the Foundation, allows attorneys to filter pro bono opportunities by area of law, level of service, and time commitment, so that attorneys can find an opportunity that fits their interests and schedule. Each year, the Foundation presents an annual Presidential Award to recognize outstanding efforts to improve access to justice in Ohio. In 2025, the Foundation award went to Thomson Hine's Dayton office for its work with the Greater Dayton Volunteer Lawyers Project to address the legal needs of individuals facing landlord-tenant disputes. The firm serves nearly 100 people every year and has significantly improved housing stability for low-income individuals and families in the greater Dayton area. During FY25, the Foundation also presented the Elam Award, which recognizes an attorney who selflessly donates their time and talent to pro bono causes. In 2025, the Elam Award went to the Honorable Mary Jane Trapp, who devoted her career to public service and encouraged pro bono volunteerism throughout the community. Form 990, Part VI, Section B, line 11b The Foundation's Audit Committee, as charged by the Foundation 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 Officers, who 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. 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. Ohio Justice Bus LLC 88 E Broad Street Columbus OH 43215 841784461 Mobile Legal Service Office OH 327139 179778 Ohio Access to Justice Foundation