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Nonprofiteer
← TOLEDO BAR ASSOCIATION FOUNDATION

Form 990 for tax year 2022

Filed by TOLEDO BAR ASSOCIATION FOUNDATION.

Totals

Total revenue
$159,344
Total expenses
$219,969
Contributions and grants received
$128,828
Grants paid
$164,936
Program service revenue
$0
Investment income
$30,446
Other revenue
$70
Total assets, end of year
$1,382,306
Total liabilities, end of year
$10,580
Net assets or fund balances, end of year
$1,371,726
Program services expenses (Part IX)
$164,936
Management and general expenses
$55,033
Fundraising expenses
$0
Program service expenses (Part III)
$164,936

Program services were 75.0% 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.

  • 1f · All other contributions, gifts and grants

    $128,828

  • 3 · Investment income

    total $36,746 · excluded $36,746

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

    securities $6,300

  • 7c · Gain or loss

    securities -$6,300

  • 7d · Net gain or loss

    total -$6,300 · excluded -$6,300

  • 11a · Other revenue: MISCELLANEOUS INCOME/R

    total $70 · related or exempt $70

  • 11e · Other revenue, total

    $70

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $164,936 · program services $164,936

  • 11c · Fees: accounting

    total $3,100 · management and general $3,100

  • 11f · Fees: investment management

    total $13,095 · management and general $13,095

  • 13 · Office expenses

    total $73 · management and general $73

  • 14 · Information technology

    total $1,940 · management and general $1,940

  • 24a · Other expenses: ADMINISTRATIVE FEE

    total $28,987 · management and general $28,987

  • 24b · Other expenses: BAD DEBT EXPENSE

    total $6,950 · management and general $6,950

  • 24c · Other expenses: MISCELLANEOUS

    total $888 · management and general $888

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $19,691 · end of year $22,839

  • 3 · Pledges and grants receivable

    beginning of year $32,350 · end of year $21,542

  • 4 · Accounts receivable

    end of year $3,547

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

    $1,603

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

    $1,603

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $1,337,324 · end of year $1,334,378

  • 17 · Accounts payable and accrued expenses

    beginning of year $46,239 · end of year $10,580

  • 27 · Net assets without donor restrictions

    beginning of year $666,150 · end of year $666,248

  • 28 · Net assets with donor restrictions

    beginning of year $676,976 · end of year $705,478

Mission and programs · 2022

Mission

TO APPLY ALL OR ANY PART OF ITS INCOME OR PRINCIPAL EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES WITH THE OBJECT OF: 1)FOSTERING AND MAINTAINING THE HONOR AND INTEGRITY OF THE PROFESSION OF THE LAW. 2)IMPROVING AND FACILITATING THE ADMINISTRATION OF JUSTICE. 3)FACILITATING AND ENCOURAGING CULTIVATION AND DIFFUSION OF KNOWLEDGE AND UNDERSTANDING OF THE LAW AND THE PROMOTION OF THE STUDY OF THE LAW AND THE SCIENCE OF JURISPRUDENCE AND RESEARCH THEREIN, THROUGH THE MAINTENANCE OF A LAW LIBRARY, AND THE PUBLICATION OF ADDRESSES, ESSAYS, TREATISES, REPORTS AND OTHER LITERARY WORKS BY STUDENTS AND TEACHERS OF THE LAW, AND PROVIDING FOR THE ACQUISITION, PRESERVATION AND EXHIBITION OF RARE BOOKS AND DOCUMENTS, SCULPTURES, PAINTINGS, AND OTHER OBJECTS OF ART AND HISTORICAL INTEREST RELATING TO THE LAW, THE COURTS AND THE LEGAL PROFESSION. 4)DEFRAYING THE ADMINISTRATIVE EXPENSES OF PROVIDING FREE LEGAL AID TO INDIGENT PERSONS WHO WOULD OTHERWISE BE UNABLE TO OBTAIN SU

Activities or mission (Part I)

TO APPLY ALL OR ANY PART OF ITS INCOME OR PRINCIPAL EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES WITH THE OBJECT OF FOSTERING AND MAINTANING THE HONOR AND INTEGRITY OF THE PROFESSION OF THE LAW.

  • ASSISTANCE TO COVER THE COSTS OF THE TOLEDO BAR ASSOCIATION PRO BONO LEGAL SERVICES PROGRAM

    Expenses $164,936 · Grants $164,936 · Revenue $70

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

Listed in Part VII

  • Ian B English

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Richard MacMillan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Richard W Heck

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Joan Rife

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jennifer J Dawson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • M Catherine Garcia-Feehan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michelle L Kranz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Drew Nitschke

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Connie Zemmelman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Bradley J Lagusch

    EXECUTIVE DIRECTOR

    Total calculated
    $169,180
    From this org
    $0
    From related orgs
    $150,000
    Other
    $19,180
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $150,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $12,000 related
    Nontaxable benefits
    $0 + $7,180 related
    Filer's total
    $0 + $169,180 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

  • 5b · Pay contingent on a related organization's revenues

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
  • 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

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
2022
Filed
2 April 2024
IRS schema version
2022v5.0
Source object
202410949349301306

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