Form 990 for tax year 2024
Filed by LEGAL AID FOUNDATION OF WESTERN OHIO.
Totals
- Total revenue
- $102,290
- Total expenses
- $18,415
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $102,290
- Other revenue
- $0
- Total assets, end of year
- $3,603,396
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $3,603,396
- Program services expenses (Part IX)
- $18,415
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $18,415
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 $102,552 · related or exempt $102,552
-
7a · Gross sales of assets other than inventory
securities $184,729
-
7b · Less cost or other basis and sales expenses
securities $184,991
-
7c · Gain or loss
securities -$262
-
7d · Net gain or loss
total -$262 · related or exempt -$262
Functional expenses
Part IX, the statement of functional expenses.
-
11f · Fees: investment management
total $18,130 · program services $18,130
-
24a · Other expenses: FOREIGN TAXES PAID
total $285 · program services $285
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $433,164 · end of year $427,741
-
11 · Investments: publicly traded securities
beginning of year $1,592,642 · end of year $1,565,548
-
12 · Investments: other securities
beginning of year $228,283 · end of year $530,107
-
13 · Investments: program-related
beginning of year $1,224,000 · end of year $1,080,000
-
27 · Net assets without donor restrictions
beginning of year $3,032,193 · end of year $3,157,500
-
28 · Net assets with donor restrictions
beginning of year $445,896 · end of year $445,896
Mission and programs · 2024
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 $18,415 · Revenue $102,290
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Heather L HallHEATHER L HALL
DEPUTY DIRECTOR
- Total calculated
- $174,464
- From this org
- $0
- From related orgs
- $147,336
- Other
- $27,128
- Hours/week
- 1 + 47 related
Schedule J breakdown matched by us
- Base
- $0 + $147,336 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $5,893 related
- Nontaxable benefits
- $0 + $21,235 related
- Filer's total
- $0 + $174,464 related
-
Makiedah MessamMAKIEDAH MESSAM
EXECUTIVE DIRECTOR (FROM 3/24)
- Total calculated
- $148,274
- From this org
- $0
- From related orgs
- $134,613
- Other
- $13,661
- Hours/week
- 1 + 42 related
-
Lindsey PoseyLINDSEY POSEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
Brandon E DobynsBRANDON E DOBYNS
TREASURER
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
Nathan D TurnerNATHAN D TURNER
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
Khadijah H AliKHADIJAH H ALI
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
Cassandra Andres RiceCASSANDRA ANDRES RICE
PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
Robert TuckerROBERT TUCKER
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5 + 3 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 DEPUTY 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 DEPUTY DIRECTOR'S SALARY. SHE WAS INTERIM EXECUTIVE DIRECTOR UNTIL MARCH 2024.
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.
-
501(C)(3) · FREE LEGAL ASSISTANCE · OH
-
ADVOCATES FOR BASIC LEGAL EQUALITY INC
501(C)(3) · FREE LEGAL ASSISTANCE · OH
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 13 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202543219349317034
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