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Nonprofiteer
← LEGAL AID FOUNDATION OF WESTERN OHIO

Form 990 for tax year 2023

Filed by LEGAL AID FOUNDATION OF WESTERN OHIO.

Totals

Total revenue
$188,633
Total expenses
$17,138
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$188,633
Other revenue
$0
Total assets, end of year
$3,478,089
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$3,478,089
Program services expenses (Part IX)
$17,138
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$17,138

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $62,078 · related or exempt $62,078

  • 7a · Gross sales of assets other than inventory

    securities $262,901

  • 7b · Less cost or other basis and sales expenses

    securities $136,346

  • 7c · Gain or loss

    securities $126,555

  • 7d · Net gain or loss

    total $126,555 · related or exempt $126,555

Functional expenses

Part IX, the statement of functional expenses.

  • 11f · Fees: investment management

    total $16,888 · program services $16,888

  • 24a · Other expenses: FOREIGN TAXES PAID

    total $250 · program services $250

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $242,159 · end of year $433,164

  • 11 · Investments: publicly traded securities

    beginning of year $1,478,931 · end of year $1,592,642

  • 12 · Investments: other securities

    beginning of year $203,370 · end of year $228,283

  • 13 · Investments: program-related

    beginning of year $1,368,000 · end of year $1,224,000

  • 27 · Net assets without donor restrictions

    beginning of year $2,846,564 · end of year $3,032,193

  • 28 · Net assets with donor restrictions

    beginning of year $445,896 · end of year $445,896

Mission and programs · 2023

Mission

OPERATES FOR THE BENEFIT OF, PERFORMS THE FUNCTIONS OF, AND CARRIES OUT THE PURPOSES OF ADVOCATES FOR BASIC LEGAL EQUALITY, INC., (ABLE) AND OTHER REGIONAL NON-PROFIT 501(C)(3) TAX EXEMPT LEGAL AID SOCIETIES THAT PROVIDE COMPREHENSIVE LEGAL SERVICES TO LOW INCOME RESIDENTS IN WESTERN OHIO AND WHICH THE FOUNDATION DETERMINES IT WILL SUPPORT.

Activities or mission (Part I)

OPERATES FOR THE BENEFIT OF, PERFORMS THE FUNCTIONS OF AND CARRIES OUT THE PURPOSES OF ADVOCATES FOR BASIC LEGAL EQUALITY, INC. (ABLE) AND OTHER REGIONAL NON-PROFIT 501(C)(3) TAX EXEMPT LEGAL AID SOCIETIES THAT PROVIDE COMPREHENSIVE LEGAL SERVICES TO LOW INCOME RESIDENTS IN WESTERN OHIO AND WHICH THE FOUNDATION DETERMINES IT WILL SUPPORT.

  • EXPENSES INCURRED TO SUPPORT REGIONAL NON-PROFIT TAX EXEMPT LEGAL AID SOCIETIES THAT PROVIDE COMPREHENSIVE LEGAL SERVICES TO LOW INCOME RESIDENTS IN WESTERN OHIO.

    Expenses $17,138 · Revenue $188,633

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Thomas J Schaffer

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5 + 3 related

  • Cassandra Andres Rice

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5 + 3 related

  • Barry F Luse

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 3 related

  • Nathan Turner

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5 + 3 related

  • Khadijah Ali

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 3 related

  • Brandon Dobyns

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 3 related

  • Natasha Newberry

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Carmen Ortega

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Heather Hall

    INTERIM EXECUTIVE DIRECTOR

    Total calculated
    $151,945
    From this org
    $0
    From related orgs
    $125,124
    Other
    $26,821
    Hours/week
    1 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $125,124 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $7,750 related
    Nontaxable benefits
    $0 + $19,071 related
    Filer's total
    $0 + $151,945 related

  • Janet Hales

    OUTGOING EXECUTIVE DIRECTOR

    Total calculated
    $44,995
    From this org
    $0
    From related orgs
    $40,374
    Other
    $4,621
    Hours/week
    1 + 49 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE INTERIM EXECUTIVE DIRECTOR'S COMPENSATION IN 2023 WAS SET IN 2023 AND WAS BASED ON SEVERAL FACTORS, INCLUDING COMPENSATION PAID FOR COMPARABLE POSITIONS IN OTHER SIMILAR ORGANIZATIONS OR PUBLIC ENTITIES. THE HUMAN RESOURCES COMMITTEE REVIEWED THE MATTER AND MADE A RECOMMENDATION TO THE BOARD, WHICH MADE A FINAL DECISION ON THE INTERIM EXECUTIVE DIRECTOR'S SALARY.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
27 September 2024
IRS schema version
2023v5.1
Source object
202422749349300867

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