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← LAWYERS TRUST FUND OF ILLINOIS

Form 990 for tax year 2022

Filed by LAWYERS TRUST FUND OF ILLINOIS.

Totals

Total revenue
$28,668,946
Total expenses
$18,434,209
Contributions and grants received
$0
Grants paid
$17,147,710
Program service revenue
$28,183,645
Investment income
$485,301
Other revenue
$0
Total assets, end of year
$34,426,845
Total liabilities, end of year
$7,976,550
Net assets or fund balances, end of year
$26,450,295
Program services expenses (Part IX)
$17,888,150
Management and general expenses
$546,059
Fundraising expenses
$0
Program service expenses (Part III)
$17,888,150

Program services were 97.0% 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.

  • 2a · Program service revenue: IOLTA INCOME

    total $20,473,921 · related or exempt $20,473,921

  • 2b · Program service revenue: LEGAL AID FEES

    total $7,011,150 · related or exempt $7,011,150

  • 2c · Program service revenue: UNIDENTIFIED IOLTA INCOME

    total $698,574 · related or exempt $698,574

  • 3 · Investment income

    total $666,822 · excluded $666,822

  • 7a · Gross sales of assets other than inventory

    securities $13,802,864

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

    securities $13,984,385

  • 7c · Gain or loss

    securities -$181,521

  • 7d · Net gain or loss

    total -$181,521 · excluded -$181,521

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $17,147,710 · program services $17,147,710

  • 5 · Compensation of officers, directors and key employees

    total $216,904 · program services $140,987 · management and general $75,917

  • 7 · Other salaries and wages

    total $399,383 · program services $202,678 · management and general $196,705

  • 8 · Pension plan contributions

    total $41,003 · program services $20,663 · management and general $20,340

  • 9 · Other employee benefits

    total $52,018 · program services $23,796 · management and general $28,222

  • 10 · Payroll taxes

    total $42,796 · program services $23,417 · management and general $19,379

  • 11c · Fees: accounting

    total $38,500 · management and general $38,500

  • 11f · Fees: investment management

    total $86,579 · management and general $86,579

  • 11g · Fees: other

    total $216,490 · program services $204,331 · management and general $12,159

  • 13 · Office expenses

    total $32,899 · program services $18,240 · management and general $14,659

  • 14 · Information technology

    total $21,171 · program services $16,958 · management and general $4,213

  • 16 · Occupancy

    total $91,613 · program services $73,382 · management and general $18,231

  • 19 · Conferences, conventions and meetings

    total $4,987 · program services $3,995 · management and general $992

  • 22 · Depreciation, depletion and amortization

    total $4,248 · program services $3,403 · management and general $845

  • 23 · Insurance

    total $29,318 · management and general $29,318

  • 24a · Other expenses: DUES & PUBLICATIONS

    total $8,590 · program services $8,590

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,357,404 · end of year $6,126,556

  • 2 · Savings and temporary cash investments

    beginning of year $708,237 · end of year $833,167

  • 9 · Prepaid expenses and deferred charges

    beginning of year $10,600 · end of year $11,554

  • 10a · Land, buildings and equipment: cost or other basis

    $219,860

  • 10b · Land, buildings and equipment: accumulated depreciation

    $192,621

  • 10c · Land, buildings and equipment, net

    beginning of year $24,710 · end of year $27,239

  • 11 · Investments: publicly traded securities

    beginning of year $15,740,006 · end of year $26,541,374

  • 15 · Other assets

    beginning of year $61,912 · end of year $886,955

  • 17 · Accounts payable and accrued expenses

    beginning of year $90,560 · end of year $150,162

  • 18 · Grants payable

    beginning of year $6,214,666 · end of year $7,027,852

  • 25 · Other liabilities

    beginning of year $16,752 · end of year $798,536

  • 27 · Net assets without donor restrictions

    beginning of year $15,580,891 · end of year $26,450,295

Mission and programs · 2022

Mission

TO PROVIDE GRANT FUNDS TO ILLINOIS NOT-FOR-PROFIT ORGANIZATIONS PROVIDING LEGAL ASSISTANCE TO THE POOR THROUGHOUT ILLINOIS AND FOR SUCH OTHER PROGRAMS FOR THE BENEFIT OF THE PUBLIC AS SPECIFICALLY APPROVED FROM TIME TO TIME BY THE SUPREME COURT OF ILLINOIS EXCLUSIVELY FOR PUBLIC PURPOSES.

Activities or mission (Part I)

TO PROVIDE GRANT FUNDS TO ILLINOIS NOT-FOR-PROFIT ORGANIZATIONS PROVIDING LEGAL ASSISTANCE TO THE POOR THROUGHOUT ILLINOIS.

  • PROVIDE GRANTS TO NOT-FOR-PROFIT ORGANIZATIONS PROVIDING LEGAL ASSISTANCE TO THE POOR THROUGHOUT ILLINOIS.

    Expenses $17,888,150 · Grants $17,147,710 · Revenue $28,183,645

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Hon Maryam Ahmad

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Shawn S Kasserman

    DIRECTOR/PRESIDENT - PAST

    Total calculated
    $0
    Hours/week
    2

  • Hon Barbara Crowder

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Sally J McDonald

    VICE PRESIDENT - PAST

    Total calculated
    $0
    Hours/week
    2

  • Hon Robert L Carter

    DIRECTOR - PAST

    Total calculated
    $0
    Hours/week
    2

  • Hon Mary Kay O'Brien

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Joseph J Torres

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Stacy A McCullough

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Lauren Phyllis Buford

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Angelica W Wawrzynek

    SECRETARY-TREASURER - PAST

    Total calculated
    $0
    Hours/week
    2

  • Kaylan V Huber

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Hon Tamika R Walker

    DIRECTOR/PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Jonathon C Fox

    DIRECTOR/TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Marcelo Halpern

    DIRECTOR/VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Mark Marquardt

    EXECUTIVE DIRECTOR

    Total calculated
    $191,190
    From this org
    $137,014
    From related orgs
    $0
    Other
    $54,176
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $137,014
    Bonus
    $0
    Other
    $0
    Deferred
    $16,442
    Nontaxable benefits
    $37,734
    Filer's total
    $191,190

  • Terri Smith-Ashford

    DEPUTY DIRECTOR FOR FINANCE & OPERATIONS

    Total calculated
    $168,615
    From this org
    $131,339
    From related orgs
    $0
    Other
    $37,276
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $131,339
    Bonus
    $0
    Other
    $0
    Deferred
    $15,761
    Nontaxable benefits
    $21,515
    Filer's total
    $168,615

  • David Holtermann

    DEPUTY DIRECTOR FOR GRANTS & POLICY / GENERAL COUN

    Total calculated
    $160,297
    From this org
    $126,557
    From related orgs
    $0
    Other
    $33,740
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $126,557
    Bonus
    $0
    Other
    $0
    Deferred
    $15,187
    Nontaxable benefits
    $18,553
    Filer's total
    $160,297

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

  • 3 · Approval by the board or compensation committee

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

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
28 February 2024
IRS schema version
2022v5.0
Source object
202420599349301817

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