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Nonprofiteer
← CONNECTICUT BAR FOUNDATION INC

Form 990 for tax year 2022

Filed by CONNECTICUT BAR FOUNDATION INC.

Totals

Total revenue
$27,745,120
Total expenses
$22,854,880
Contributions and grants received
$19,775,438
Grants paid
$21,574,393
Program service revenue
$7,109,195
Investment income
$292,276
Other revenue
$568,211
Total assets, end of year
$21,395,002
Total liabilities, end of year
$3,226,469
Net assets or fund balances, end of year
$18,168,533
Program services expenses (Part IX)
$21,917,615
Management and general expenses
$937,265
Fundraising expenses
$0
Program service expenses (Part III)
$21,917,615

Program services were 95.9% 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)

    $19,439,014

  • 1f · All other contributions, gifts and grants

    $336,424

  • 2a · Program service revenue: INTEREST ON LAWYERS

    total $7,047,277 · related or exempt $7,047,277

  • 2b · Program service revenue: FELLOWS PROGRAM

    total $61,918 · related or exempt $61,918

  • 3 · Investment income

    total $259,942 · excluded $259,942

  • 7a · Gross sales of assets other than inventory

    securities $43,990

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

    securities $11,656

  • 7c · Gain or loss

    securities $32,334

  • 7d · Net gain or loss

    total $32,334 · excluded $32,334

  • 11a · Other revenue: RETURN OF GRANT FUNDS

    total $568,211 · related or exempt $568,211

  • 11e · Other revenue, total

    $568,211

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $21,574,393 · program services $21,574,393

  • 5 · Compensation of officers, directors and key employees

    total $284,326 · management and general $284,326

  • 7 · Other salaries and wages

    total $322,524 · program services $1,332 · management and general $321,192

  • 8 · Pension plan contributions

    total $22,327 · management and general $22,327

  • 9 · Other employee benefits

    total $44,881 · program services $30 · management and general $44,851

  • 10 · Payroll taxes

    total $48,273 · program services $102 · management and general $48,171

  • 11c · Fees: accounting

    total $18,428 · management and general $18,428

  • 11g · Fees: other

    total $319,052 · program services $306,621 · management and general $12,431

  • 13 · Office expenses

    total $19,346 · program services $3,439 · management and general $15,907

  • 14 · Information technology

    total $108,029 · program services $11,205 · management and general $96,824

  • 16 · Occupancy

    total $36,876 · management and general $36,876

  • 17 · Travel

    total $9,578 · program services $962 · management and general $8,616

  • 22 · Depreciation, depletion and amortization

    total $1,645 · management and general $1,645

  • 23 · Insurance

    total $9,854 · management and general $9,854

  • 24a · Other expenses: PROGRAMS

    total $19,531 · program services $19,531

  • 24b · Other expenses: BAD DEBT

    total $15,817 · management and general $15,817

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $2,482,893 · end of year $8,445,773

  • 3 · Pledges and grants receivable

    beginning of year $369,143 · end of year $333,044

  • 4 · Accounts receivable

    beginning of year $582,930 · end of year $1,498,852

  • 9 · Prepaid expenses and deferred charges

    end of year $100

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

    $8,229

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

    $8,229

  • 10c · Land, buildings and equipment, net

    beginning of year $1,645

  • 11 · Investments: publicly traded securities

    beginning of year $12,389,636 · end of year $11,117,233

  • 17 · Accounts payable and accrued expenses

    beginning of year $249,332 · end of year $193,608

  • 19 · Deferred revenue

    beginning of year $305,668 · end of year $3,032,861

  • 27 · Net assets without donor restrictions

    beginning of year $2,736,065 · end of year $2,156,175

  • 28 · Net assets with donor restrictions

    beginning of year $12,535,182 · end of year $16,012,358

Mission and programs · 2022

Mission

THE MISSION OF THE CONNECTICUT BAR FOUNDATION IS TO FURTHER THE RULE OF LAW AND ASSIST IN EFFORTS TO IMPROVE THE ADMINISTRATION OF JUSTICE IN CONNECTICUT. THIS MISSION IS BASED ON THE FUNDAMENTAL PREMISE THAT THE RULE OF LAW IS ESSENTIAL TO AN ORDERLY AND JUST SOCIETY AND MUST BE AVAILABLE TO ALL, REGARDLESS OF POWER OR RESOURCES. THE FOUNDATION SERVES THIS MISSION IN PART BY WORKING TO SECURE AND ADMINISTER A RELIABLE AND SUFFICIENT FLOW OF FUNDS TO SUPPORT LEGAL SERVICES AND ACCESS TO JUSTICE FOR PERSONS OF LIMITED MEANS. THE FOUNDATION ALSO SERVES ITS MISSION BY SPONSORING PROGRAMS THAT ADDRESS MATTERS CONCERNING THE LEGAL PROFESSION, THE ADMINISTRATION OF JUSTICE AND THE ROLE OF LAW IN SOCIETY.

Activities or mission (Part I)

TO FUND LEGAL SERVICES FOR THE POOR AND DEVELOP PROGRAMS TO ENHANCE UNDERSTANDING OF THE LAW IN CONNECTICUT.

  • COURT FEES GRANTS-IN-AID AND JUDICIAL BRANCH GRANT FOR CIVIL LEGAL REPRESENTATION - IN EFFORT TO REPLACE DRASTICALLY REDUCED IOLTA/IOTA REVENUE, THE CONNECTICUT STATE LEGISLATURE PASSED CERTAIN COURT FEE INCREASES EFFECTIVE JULY 1, 2009, JULY 1, 2012, JULY 1, 2014, AND JULY 1, 2016. UNDER THE COURT FEES GRANTS-IN-AID PROGRAM, THE JUDICIAL BRANCH TRANSFERS THE REVENUE FROM THE FEE INCREASES TO THE CBF, WHICH DISTRIBUES THE FUNDS PURSUANT TO SECTION 51-81C OF THE CONNECTICUT GENERAL STATUTES TO CURRENT IOLTA/IOTA GRANTEES FOR THE PURPOSE OF FUNDING THE DELIVERY OF LEGAL SERVICES TO CONNECICUT'S LOW-INCOME POPULATION. LEGISLATION ENACTED IN 2016 ADDED THE CLIENT SECURITY FUND AS A POTENTIAL NEW FUNDING SOURCE, AND FUNDING WAS MADE AVAILABLE FROM THIS SOURCE FROM JULY 2021 THROUGH JUNE 2023. THE CBF BECAME THE ADMINISTRATOR FOR A STATE FUNDED RIGHT TO COUNSEL FOR RESTRAINING ORDER PROGRAM FOR INCOME ELIGIBLE INDIVIDUALS AND PROVIDED THE FIRST GRANTS TO THREE LEGAL AID ORGANIZATIONS IN 2022. THE CBF WAS NAMED AS THE ADMINISTRATOR OF A STATE-WIDE RIGHT TO COUNSEL FOR EVICTION PROGRAM AND MADE GRANTS AVAILABLE TO FIVE LEGAL AID PROVIDERS IN 2022.

    Expenses $21,328,557 · Grants $21,328,557

  • THE INTEREST ON LAWYERS' TRUST ACCOUNTS (IOLTA) AND INTEREST ON TRUST ACCOUNTS (IOTA)-- THE PROGRAM FUNDS LEGAL SERVICES TO THE POOR AND LAW SCHOOL SCHOLARSHIPS BASED ON FINANCIAL NEED. THE PROGRAM FUNDED ELEVEN NONPROFIT ORGANIZATIONS PROVIDING LEGAL SERVICES TO THE POOR, AND GRANTS FOR LAW SCHOOL SCHOLARSHIPS TO THE THREE CONNECTICUT LAW SCHOOLS. THE FOUNDATION'S EFFORTS HELP THOUSANDS OF LOW-INCOME RESIDENTS OF CONNECTICUT BY ENABLING THEM TO OBTAIN CRITICAL LEGAL INFORMATION, ADVICE, AND LEGAL REPRESENTATION. ONE OF THE INNOVATIVE WAYS THE CBF ACCOMPLISHES THIS IS BY HELPING TO FUND THE CTLAWHELP.ORG WEBSITE WHERE LOW INCOME PEOPLE CAN FIND ASSISTANCE WITH THIER LEGAL NEEDS AND TOOLS FOR SELF RESPRESENTATIONS. THE FOUNDATION HELPS THE MOST VULNERABLE MEMBERS OF OUR COMMUNITY, INCLUDING CHILDREN WHO ARE ABUSED, NEGLECTED AND OTHERWISE DISADVANTAGED, DISABLED PEOPLE, ELDERLY VICTIMS OF CONSUMER FRAUD AND OTHER ABUSE, IMMIGRANTS, MANY OF THEM CHILDREN, LOW-INCOME FAMILIES TRYING TO PROTECT THEIR RIGHT TO SAFE HOUSING AND FIGHT UNLAWFUL EVICTIONS, AND THOSE VICTIMIZED BY DOMESTIC VIOLENCE.

    Expenses $317,826 · Revenue $7,047,277

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $271,232 · Grants $245,836 · Revenue $85,493

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • Hon Barry F Armata

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jennifer G Brown

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Margaret Castinado

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Victoria Woodin Chavey

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    1
  • Art T Corey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Juliett L Crawford

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Karen Demeola

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Timothy A Diemand

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • Heather Gerken

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Edward J Heath

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Joette Katz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Anika Singh Lemar

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Stephen L Lewis

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Isabella M Squicciarini

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Yamuna Menon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Margaret Middleton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Eboni S Nelson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Hon Cesar A Noble

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Moy N Ogilvie

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Vincent P Pace

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Sonia Pedraza

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Franklin E Perry

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Hon Robert A Richardson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Hon Richard A Robinson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Namita Shah

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Keith J Soressi

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Calvin K Woo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Charles L Howard - Resigned 1130

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Andrea Barton Reeves - Resigned 517

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Vanessa Roberts Avery - Resigned 37

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Natalie Wagner

    EXECUTIVE DI

    Total calculated
    $184,124
    From this org
    $164,941
    From related orgs
    $0
    Other
    $19,183
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,941
    Bonus
    $14,000
    Other
    not reported
    Deferred
    $19,183
    Nontaxable benefits
    not reported
    Filer's total
    $184,124
  • Anne Goico

    FINANCE DIRE

    Total calculated
    $136,594
    From this org
    $119,385
    From related orgs
    $0
    Other
    $17,209
    Hours/week
    40
  • Steve Eppler-Epstein

    ACTING EXE D

    Total calculated
    $0
    Hours/week
    25

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 · Form 990 of other organizations
  • 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
2022
Filed
15 May 2023
IRS schema version
2022v5.0
Source object
202341359349309689

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