Form 990 for tax year 2024
Filed by OHIO ACCESS TO JUSTICE FOUNDATION.
Totals
- Total revenue
- $19,007,633
- Total expenses
- $14,316,731
- Contributions and grants received
- $4,745,677
- Grants paid
- $11,855,446
- Program service revenue
- $11,799,483
- Investment income
- $2,458,009
- Other revenue
- $4,464
- Total assets, end of year
- $42,187,714
- Total liabilities, end of year
- $4,317,035
- Net assets or fund balances, end of year
- $37,870,679
- Program services expenses (Part IX)
- $13,541,373
- Management and general expenses
- $715,255
- Fundraising expenses
- $60,103
- Program service expenses (Part III)
- $13,541,373
Program services were 94.6% 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.
-
1e · Government grants (contributions)
$4,559,848
-
1f · All other contributions, gifts and grants
$185,829
-
2a · Program service revenue: IOLTA/IOTA and Filing Fees
total $11,369,220 · related or exempt $11,369,220
-
2b · Program service revenue: Ohio Department of Commerce Uncla
total $430,263 · related or exempt $430,263
-
3 · Investment income
total $991,374 · excluded $991,374
-
7a · Gross sales of assets other than inventory
securities $4,810,604
-
7b · Less cost or other basis and sales expenses
securities $3,343,969
-
7c · Gain or loss
securities $1,466,635
-
7d · Net gain or loss
total $1,466,635 · excluded $1,466,635
-
11a · Other revenue: Credit Card Rebate
total $2,550 · excluded $2,550
-
11b · Other revenue: Student Loan Repayment Assistance
total $1,310 · excluded $1,310
-
11c · Other revenue: Class Action Lawsuit Funds
total $604 · excluded $604
-
11e · Other revenue, total
$4,464
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $11,551,014 · program services $11,551,014
-
2 · Grants to domestic individuals
total $304,432 · program services $304,432
-
5 · Compensation of officers, directors and key employees
total $400,051 · program services $269,171 · management and general $98,285 · fundraising $32,595
-
7 · Other salaries and wages
total $820,060 · program services $685,680 · management and general $117,382 · fundraising $16,998
-
8 · Pension plan contributions
total $98,875 · program services $81,948 · management and general $14,938 · fundraising $1,989
-
9 · Other employee benefits
total $124,467 · program services $102,825 · management and general $20,888 · fundraising $754
-
10 · Payroll taxes
total $83,527 · program services $66,192 · management and general $14,270 · fundraising $3,065
-
11c · Fees: accounting
total $51,315 · management and general $51,315
-
11d · Fees: lobbying
total $45,750 · program services $45,750
-
11f · Fees: investment management
total $127,148 · management and general $127,148
-
11g · Fees: other
total $332,680 · program services $195,007 · management and general $137,673
-
12 · Advertising and promotion
total $2,528 · program services $1,093 · management and general $1,435
-
13 · Office expenses
total $54,552 · program services $22,800 · management and general $31,197 · fundraising $555
-
14 · Information technology
total $78,782 · program services $27,711 · management and general $50,674 · fundraising $397
-
16 · Occupancy
total $112,261 · program services $88,900 · management and general $20,031 · fundraising $3,330
-
17 · Travel
total $9,654 · program services $9,654
-
19 · Conferences, conventions and meetings
total $62,407 · program services $44,201 · management and general $18,206
-
22 · Depreciation, depletion and amortization
total $25,588 · program services $23,620 · management and general $1,678 · fundraising $290
-
23 · Insurance
total $22,889 · program services $14,224 · management and general $8,665
-
24a · Other expenses: Repairs & Maintenance
total $4,601 · program services $3,904 · management and general $697
-
24b · Other expenses: Equipment Rental
total $4,150 · program services $3,247 · management and general $773 · fundraising $130
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $123,257 · end of year $160,203
-
2 · Savings and temporary cash investments
beginning of year $7,561,808 · end of year $8,901,802
-
4 · Accounts receivable
beginning of year $1,084,814 · end of year $1,068,799
-
9 · Prepaid expenses and deferred charges
beginning of year $85,420 · end of year $62,479
-
10a · Land, buildings and equipment: cost or other basis
$207,133
-
10b · Land, buildings and equipment: accumulated depreciation
$152,543
-
10c · Land, buildings and equipment, net
beginning of year $64,524 · end of year $54,590
-
12 · Investments: other securities
beginning of year $28,008,276 · end of year $31,470,675
-
15 · Other assets
beginning of year $575,564 · end of year $469,166
-
17 · Accounts payable and accrued expenses
beginning of year $51,142 · end of year $61,556
-
18 · Grants payable
beginning of year $520,338 · end of year $1,189,360
-
19 · Deferred revenue
beginning of year $3,772,213 · end of year $1,994,595
-
25 · Other liabilities
beginning of year $816,966 · end of year $1,071,524
-
27 · Net assets without donor restrictions
beginning of year $32,036,108 · end of year $37,394,810
-
28 · Net assets with donor restrictions
beginning of year $306,896 · end of year $475,869
Mission and programs · 2024
Mission
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.
Activities or mission (Part I)
The Foundation improves access to justice, funding civil legal aid and other programs.
-
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.
Expenses $12,718,469 · Grants $11,855,446 · Revenue $11,799,483
-
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.
Expenses $307,157
-
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.
Expenses $515,747
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Paula Boggs Muething
President
- Total calculated
- $0
- Hours/week
- 2
-
Jennifer Day
Immediate Past President
- Total calculated
- $0
- Hours/week
- 2
-
Mary Amos Augsburger
Vice President
- Total calculated
- $0
- Hours/week
- 2
-
Howard Harcha III
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
P Kelly Tompkins
Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Ann Bergen
Board Member
- Total calculated
- $0
- Hours/week
- 0.5
-
Sally Bloomfield
Board Member
- Total calculated
- $0
- Hours/week
- 0.5
-
Vallie Bowman-English
Board Member
- Total calculated
- $0
- Hours/week
- 0.5
-
Stephen Buchenroth
Board Member
- Total calculated
- $0
- Hours/week
- 0.5
-
Shawn Busken
Board Member
- Total calculated
- $0
- Hours/week
- 0.5
-
Stuart Cubbon
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Christopher Davey
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Joe Dawson
Board Member
- Total calculated
- $0
- Hours/week
- 0.5
-
Susan DiMickele
Board Member
- Total calculated
- $0
- Hours/week
- 0.5
-
Matthew Donahue
Board Member
- Total calculated
- $0
- Hours/week
- 0.5
-
William Dowling
Board Member
- Total calculated
- $0
- Hours/week
- 0.5
-
Thomas Eagle
Board Member
- Total calculated
- $0
- Hours/week
- 0.5
-
John Eklund
Board Member
- Total calculated
- $0
- Hours/week
- 0.5
-
Lee Fisher
Board Member
- Total calculated
- $0
- Hours/week
- 0.5
-
Charles Gerhardt
Board Member
- Total calculated
- $0
- Hours/week
- 0.5
-
Scott Greenwood
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Cheryl Grossman
Board Member
- Total calculated
- $0
- Hours/week
- 0.5
-
Justice Daniel Hawkins
Board Member
- Total calculated
- $0
- Hours/week
- 0.5
-
Jon Hollingsworth
Board Member
- Total calculated
- $0
- Hours/week
- 0.5
-
William Klatt
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Ron Johnson
Board Member
- Total calculated
- $0
- Hours/week
- 0.5
-
Gary Leppla
Board Member
- Total calculated
- $0
- Hours/week
- 0.5
-
Nathan Manning
Board Member
- Total calculated
- $0
- Hours/week
- 0.5
-
Sherry Maxfield
Board Member
- Total calculated
- $0
- Hours/week
- 0.5
-
Elizabeth Miller
Board Member
- Total calculated
- $0
- Hours/week
- 0.5
-
Jordan Miller
Board Member
- Total calculated
- $0
- Hours/week
- 0.5
-
Stephanie Mittica
Board Member
- Total calculated
- $0
- Hours/week
- 0.5
-
John Pinney
Board Member
- Total calculated
- $0
- Hours/week
- 0.5
-
Richard Pogue
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Michele Reynolds
Board Member
- Total calculated
- $0
- Hours/week
- 0.5
-
Thomas Roberts
Board Member
- Total calculated
- $0
- Hours/week
- 0.5
-
Kimberly Shumate
Board Member
- Total calculated
- $0
- Hours/week
- 0.5
-
Justice Melody Stewart
Supreme Court Liaison
- Total calculated
- $0
- Hours/week
- 0.5
-
DJ Swearingen
Board Member
- Total calculated
- $0
- Hours/week
- 0.5
-
William Weisenberg
Board Member
- Total calculated
- $0
- Hours/week
- 0.5
-
Josh Williams
Board Member
- Total calculated
- $0
- Hours/week
- 0.5
-
Dean Wilson
Board Member
- Total calculated
- $0
- Hours/week
- 0.5
-
Richard Wright
Board Member
- Total calculated
- $0
- Hours/week
- 0.5
-
Angela M Lloyd
Executive Director
- Total calculated
- $210,845
- From this org
- $182,948
- From related orgs
- $0
- Other
- $27,897
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $182,948
- Bonus
- $0
- Other
- $0
- Deferred
- $22,906
- Nontaxable benefits
- $4,991
- Filer's total
- $210,845
-
Yukiko Yee
General Counsel and Chief Operating Officer
- Total calculated
- $176,222
- From this org
- $119,219
- From related orgs
- $0
- Other
- $57,003
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $119,219
- Bonus
- $0
- Other
- $0
- Deferred
- $15,572
- Nontaxable benefits
- $41,431
- Filer's total
- $176,222
-
Myrna M Burga
Controller and Human Resources Coordinator
- Total calculated
- $121,135
- From this org
- $105,544
- From related orgs
- $0
- Other
- $15,591
- Hours/week
- 40
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 · Compensation committee
- 3 · Compensation survey or study
- 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
-
Advocates for Basic Legal Equality
$1,723,305
Funding to support civil legal services for low-income Ohioans.
-
Legal Aid of Southeast and Central Ohio
$1,481,925
Funding to support civil legal services for low-income Ohioans.
-
$1,092,900
Funding to support civil legal information and referral for low-income Ohioans.
-
$1,019,973
Funding to support civil legal services for low-income Ohioans.
-
Legal Aid Society of Cleveland
$931,593
Funding to support civil legal services for low-income Ohioans.
-
Funding to support civil legal services for low-income Ohioans.
-
Funding to support civil legal services for low-income Ohioans.
-
Funding to support civil legal services for low-income Ohioans.
-
Catholic Charities of Southwest Ohio
$471,025
Funding to support civil legal services for low-income Ohioans.
-
$465,345
Funding to support civil legal services for low-income Ohioans.
The 10 largest by cash amount. The API serves every itemized grant.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
Ohio Justice Bus LLC
Mobile Legal Service Office · OH · income $327,139 · assets $179,778
Directly controlled by Ohio Access to Justice Foundation
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 13 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202503189349301715
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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