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← OHIO STATE BAR FOUNDATION

Form 990 for tax year 2023

Filed by OHIO STATE BAR FOUNDATION.

Totals

Total revenue
$1,988,238
Total expenses
$2,513,987
Contributions and grants received
$186,357
Grants paid
$1,086,135
Program service revenue
$30,670
Investment income
$1,771,211
Other revenue
$0
Total assets, end of year
$53,393,708
Total liabilities, end of year
$109,099
Net assets or fund balances, end of year
$53,284,609
Program services expenses (Part IX)
$1,570,007
Management and general expenses
$822,903
Fundraising expenses
$121,077
Program service expenses (Part III)
$1,570,007

Program services were 62.5% 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.

  • 1b · Membership dues

    $51,807

  • 1f · All other contributions, gifts and grants

    $134,550

  • 2a · Program service revenue: ANNUAL DINNER

    total $30,670 · related or exempt $30,670

  • 3 · Investment income

    total $1,582,775 · excluded $1,582,775

  • 7a · Gross sales of assets other than inventory

    securities $2,050,000

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

    securities $1,861,564

  • 7c · Gain or loss

    securities $188,436

  • 7d · Net gain or loss

    total $188,436 · excluded $188,436

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,086,135 · program services $1,086,135

  • 5 · Compensation of officers, directors and key employees

    total $212,761 · program services $91,193 · management and general $90,589 · fundraising $30,979

  • 7 · Other salaries and wages

    total $471,898 · program services $202,263 · management and general $200,925 · fundraising $68,710

  • 8 · Pension plan contributions

    total $28,650 · program services $12,280 · management and general $12,199 · fundraising $4,171

  • 9 · Other employee benefits

    total $54,635 · program services $23,417 · management and general $23,262 · fundraising $7,956

  • 10 · Payroll taxes

    total $48,863 · program services $20,943 · management and general $20,805 · fundraising $7,115

  • 11b · Fees: legal

    total $87,316 · program services $99 · management and general $87,217

  • 11c · Fees: accounting

    total $54,918 · program services $76 · management and general $54,842

  • 11f · Fees: investment management

    total $158,610 · management and general $158,610

  • 11g · Fees: other

    total $5,712 · program services $2,448 · management and general $2,432 · fundraising $832

  • 12 · Advertising and promotion

    total $6,302 · management and general $6,302

  • 13 · Office expenses

    total $46,932 · program services $3,051 · management and general $43,881

  • 14 · Information technology

    total $55,076 · program services $15,880 · management and general $39,196

  • 16 · Occupancy

    total $7,746 · management and general $7,746

  • 17 · Travel

    total $21,303 · program services $4,816 · management and general $16,487

  • 19 · Conferences, conventions and meetings

    total $30,843 · program services $30,843

  • 22 · Depreciation, depletion and amortization

    total $5,819 · management and general $5,819

  • 24a · Other expenses: ANNUAL DINNER EXPENSES

    total $53,123 · program services $50,681 · management and general $2,442

  • 24b · Other expenses: SPONSORSHIPS

    total $21,205 · program services $5,165 · management and general $16,040

  • 24c · Other expenses: TRUSTEE EXPENSES

    total $18,237 · program services $1,102 · management and general $16,916 · fundraising $219

  • 24d · Other expenses: DUES AND SUBSCRIPTIONS

    total $11,409 · program services $487 · management and general $10,922

  • 24e · All other expenses

    total $26,494 · program services $19,128 · management and general $6,271 · fundraising $1,095

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $387,083 · end of year $203,726

  • 2 · Savings and temporary cash investments

    beginning of year $284,093 · end of year $383,011

  • 3 · Pledges and grants receivable

    beginning of year $185,735 · end of year $170,485

  • 4 · Accounts receivable

    beginning of year $12,753 · end of year $15,331

  • 9 · Prepaid expenses and deferred charges

    beginning of year $5,775 · end of year $0

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

    $47,218

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

    $34,579

  • 10c · Land, buildings and equipment, net

    beginning of year $18,458 · end of year $12,639

  • 11 · Investments: publicly traded securities

    beginning of year $50,165,513 · end of year $52,440,945

  • 15 · Other assets

    beginning of year $154,687 · end of year $167,571

  • 17 · Accounts payable and accrued expenses

    beginning of year $81,023 · end of year $59,099

  • 18 · Grants payable

    beginning of year $100,000 · end of year $50,000

  • 27 · Net assets without donor restrictions

    beginning of year $50,633,182 · end of year $52,865,820

  • 28 · Net assets with donor restrictions

    beginning of year $399,892 · end of year $418,789

Mission and programs · 2023

Mission

THE OHIO STATE BAR FOUNDATION IS A NONPROFIT CORPORATION UNDER OHIO LAW, ORGANIZED FOR EDUCATIONAL, LITERARY, SCIENTIFIC AND CHARITABLE PURPOSES. IT IS A MEMBERSHIP ORGANIZATION OF ATTORNEYS AND JUDGES, AND IS CONSIDERED "THE PROFESSIONAL HONORARY OF OHIO LAWYERS." THE OHIOSTATE BAR FOUNDATION FULFILLS ITS MISSION OF PROMOTING PUBLIC UNDERSTANDING OF THE RULE OF LAW AND IMPROVEMENT OF THE JUSTICE SYSTEM THROUGHOUT OHIO BY AWARDING GRANTS TO NONPROFIT ORGANIZATIONS THAT ADVANCE THAT MISSION.

Activities or mission (Part I)

THE MISSION IS TO EDUCATE THE PUBLIC ABOUT THE RULE OF LAW AND IMPROVE THE JUSTICE SYSTEM.

  • THE OHIO STATE BAR FOUNDATION FULFILLS ITS MISSION OF PROMOTING PUBLIC UNDERSTANDING OF THE RULE OF LAW AND IMPROVEMENTS IN THE JUSTICE SYSTEM THROUGHOUT OHIO BY AWARDING GRANTS TO NONPROFIT ORGANIZATIONS THAT ADVANCE THAT MISSION.

    Expenses $1,343,159 · Grants $1,086,135 · Revenue $30,670

  • THE FOUNDATION DEVELOPS AND PRESENTS FELLOWS PROGRAMMING DESIGNED TO PROMOTE PUBLIC UNDERSTANDING OF THE LAW AND IMPROVE THE JUSTICE SYSTEM THROUGHOUT OHIO. THE FOUNDATION ALSO CREATES SERVICE OPPORTUNITIES WITH OUR VOLUNTEERS CONNECTING THEM TO OUR GRANTEES AND THE GENERAL PUBLIC. THROUGH ITS AWARDS PROGRAM THE FOUNDATION RECOGNIZES INDIVIDUALS AND PROGRAMS OR ORGANIZATIONS WHOSE WORK PROMOTES PUBLIC UNDERSTANDING OF THE LAW OR IMPROVEMENTS IN THE JUSTICE SYSTEM.

    Expenses $226,848

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

Listed in Part VII

  • Hon David A Hejmanowski

    PRESIDENT

    Total calculated
    $0
    Hours/week
    10

  • Belinda Barnes

    PRESIDENT-ELECT

    Total calculated
    $0
    Hours/week
    5

  • J Kristin Burkett

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Thomas Guillozet

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • Hon Dean L Wilson

    TRUSTEE SERVING EX-OFFICIO

    Total calculated
    $0
    Hours/week
    1

  • Michelle Kranz

    TRUSTEE SERVING EX-OFFICIO

    Total calculated
    $0
    Hours/week
    1

  • Barbara Friedman Yaksic

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Reginald S Jackson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Joseph E Wenger IV

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jonathan Hollingsworth

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • John D Holschuh

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Michael Flowers

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Hilary Damaser

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Tabitha D Justice

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Drew Odum

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Janet Green Marbley

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • R Benjamin Franz

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Marley C Nelson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Sarah K Skow

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Ron Kahn

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Lori L Keating

    EXECUTIVE DIRECTOR

    Total calculated
    $212,761
    From this org
    $172,698
    From related orgs
    $0
    Other
    $40,063
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,590
    Bonus
    $3,108
    Other
    $0
    Deferred
    $9,277
    Nontaxable benefits
    $30,786
    Filer's total
    $212,761

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

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

Provenance

Return type
form_990
Tax year
2023
Filed
20 September 2024
IRS schema version
2023v5.1
Source object
202442679349300034

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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