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 ArmataHON BARRY F ARMATA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer G BrownJENNIFER G BROWN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Margaret CastinadoMARGARET CASTINADO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Victoria Woodin ChaveyVICTORIA WOODIN CHAVEY
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 1
-
Art T CoreyART T COREY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Juliett L CrawfordJULIETT L CRAWFORD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Karen DemeolaKAREN DEMEOLA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Timothy A DiemandTIMOTHY A DIEMAND
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Heather GerkenHEATHER GERKEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Edward J HeathEDWARD J HEATH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joette KatzJOETTE KATZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Anika Singh LemarANIKA SINGH LEMAR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stephen L LewisSTEPHEN L LEWIS
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Isabella M SquicciariniISABELLA M SQUICCIARINI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Yamuna MenonYAMUNA MENON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Margaret MiddletonMARGARET MIDDLETON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Eboni S NelsonEBONI S NELSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Hon Cesar A NobleHON CESAR A NOBLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Moy N OgilvieMOY N OGILVIE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Vincent P PaceVINCENT P PACE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sonia PedrazaSONIA PEDRAZA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Franklin E PerryFRANKLIN E PERRY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Hon Robert A RichardsonHON ROBERT A RICHARDSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Hon Richard A RobinsonHON RICHARD A ROBINSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Namita ShahNAMITA SHAH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Keith J SoressiKEITH J SORESSI
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Calvin K WooCALVIN K WOO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Charles L Howard - Resigned 1130CHARLES L HOWARD - RESIGNED 1130
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Andrea Barton Reeves - Resigned 517ANDREA BARTON REEVES - RESIGNED 517
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Vanessa Roberts Avery - Resigned 37VANESSA ROBERTS AVERY - RESIGNED 37
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Natalie WagnerNATALIE 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 GoicoANNE GOICO
FINANCE DIRE
- Total calculated
- $136,594
- From this org
- $119,385
- From related orgs
- $0
- Other
- $17,209
- Hours/week
- 40
-
Steve Eppler-EpsteinSTEVE 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
-
$9,419,228
TO PROVIDE LEGAL SER
-
$4,935,899
TO PROVIDE LEGAL SER
-
$4,088,849
TO PROVIDE LEGAL SER
-
$769,043
TO PROVIDE BRIEF LEG
-
CONNECTICUT VETERANS LEGAL CENTER
$690,524
TO PROVIDE LEGAL SER
-
CENTER FOR CHILDREN'S ADVOCACY
$580,544
TO PROVIDE LEGAL SER
-
CONNECTICUT LEGAL RIGHTS PROJECT
$550,675
TO PROVIDE LEGAL SER
-
TO PROVIDE LEGAL SER
-
CONNECTICUT FAIR HOUSING CENTER
$151,387
TO PROVIDE LEGAL SER
-
$97,550
TO PROVIDE LEGAL SER
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
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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