Civic Intelligence

Pa Lawyers Fund for Client Security

990 • Fiscal year 2022 • EIN 22-2436398

Jul 01, 2021 to Jun 30, 2022 • Filed on Dec 07, 2022

Organization ProfileWWW.PALAWFUND.COM
PO Box 62585Harrisburg, PA 17106-2585

(717) 231-9510

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.19x

Higher debt load relative to assets than 56% of similar nonprofits.

2022 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

72nd percentile

0.96x

Higher debt load relative to revenue than 72% of similar nonprofits.

2022 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2022

Net Margin

76th percentile

28%

Higher net margin than 76% of similar nonprofits.

2022 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

58th percentile

$185,562

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

2022 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2022

Asset Growth

37th percentile

-1.9%

Faster asset growth than 37% of similar nonprofits.

2022 filings • 501(c)4 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

19th percentile

-20%

Faster revenue growth than 19% of similar nonprofits.

2022 filings • 501(c)4 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$17,584,867

Down $339,888 (-1.9%) from 2021

Net Assets

Down

$14,286,037

Down $3,637,852 (-20%) from 2021

Liabilities

Up

$3,298,830

Up $3,297,964 (+380827%) from 2021

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin76th percentile

Revenue

Down

$3,443,010

Down $840,692 (-20%) from 2021

Expenses

Up

$2,478,928

Up $1,043,036 (+73%) from 2021

Net Income

Down

$964,082

Down $1,883,728 (-66%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2011: $11,140,226Liabilities 2011: $62Net Assets 2011: $11,140,1642011Assets 2012: $10,037,305Liabilities 2012: $886Net Assets 2012: $10,036,4192012Assets 2013: $11,542,832Liabilities 2013: $3,260Net Assets 2013: $11,539,5722013Assets 2014: $10,830,737Liabilities 2014: $3,350Net Assets 2014: $10,827,3872014Assets 2015: $10,905,505Liabilities 2015: $3,560Net Assets 2015: $10,901,9452015Assets 2016: $8,612,614Liabilities 2016: $1,110Net Assets 2016: $8,611,5042016Assets 2017: $10,832,924Liabilities 2017: $889Net Assets 2017: $10,832,0352017Assets 2018: $9,891,055Liabilities 2018: $909Net Assets 2018: $9,890,1462018Assets 2019: $9,719,215Liabilities 2019: $830Net Assets 2019: $9,718,3852019Assets 2020: $13,221,262Liabilities 2020: $849Net Assets 2020: $13,220,4132020Assets 2021: $17,924,755Liabilities 2021: $866Net Assets 2021: $17,923,8892021Assets 2022: $17,584,867Liabilities 2022: $3,298,830Net Assets 2022: $14,286,0372022Assets 2023: $20,253,703Liabilities 2023: $2,780,023Net Assets 2023: $17,473,6802023

Highlighted filing

2022

Assets$17,584,867
Liabilities$3,298,830
Net Assets$14,286,037
Open 2022 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2011: $3,109,6412011Expenses 2012: $3,395,4852012Expenses 2013: $2,651,7142013Revenue 2014: $3,427,809Expenses 2014: $4,696,422Net Income 2014: -$1,268,6132014Revenue 2015: $3,485,067Expenses 2015: $3,282,521Net Income 2015: $202,5462015Revenue 2016: $3,849,280Expenses 2016: $5,255,719Net Income 2016: -$1,406,4392016Revenue 2017: $6,239,748Expenses 2017: $3,995,525Net Income 2017: $2,244,2232017Revenue 2018: $5,443,070Expenses 2018: $6,608,235Net Income 2018: -$1,165,1652018Revenue 2019: $4,093,478Expenses 2019: $4,590,125Net Income 2019: -$496,6472019Revenue 2020: $5,565,162Expenses 2020: $2,290,142Net Income 2020: $3,275,0202020Revenue 2021: $4,283,702Expenses 2021: $1,435,892Net Income 2021: $2,847,8102021Revenue 2022: $3,443,010Expenses 2022: $2,478,928Net Income 2022: $964,0822022Revenue 2023: $4,246,059Expenses 2023: $1,527,300Net Income 2023: $2,718,7592023

Highlighted filing

2022

Revenue$3,443,010
Expenses$2,478,928
Net Income$964,082
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Dec 7, 2022
Return Version
2021v4.0
Gross Receipts
$3,443,010
Mission and Program Overview

Mission

The organization was established by the supreme court of pennsylvania to reimburse clients who have suffered a loss of money or other property as a result of the dishonest conduct of pennsylvania attorneys. The fund is a remedy for clients who are unable to obtain reimbursement from other sources, such as third parties or the attorney involved.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$15,366,630$14,286,037▼ $1,080,593
Investments in Publicly Traded Securities$11,139,687$13,096,503▲ $1,956,816
Savings and Temporary Cash Investments$6,671,546$4,179,767▼ $2,491,779
Accounts Receivable$131,431$167,714▲ $36,283
Cash and Non-Interest-Bearing Accounts$107,944$140,883▲ $32,939
Total Assets$18,056,186$17,584,867▼ $471,319
Other Assets Total$5,578--
Liabilities
Deferred Revenue$2,244,400$2,362,250▲ $117,850
Accounts Payable and Accrued Expenses$444,290$932,834▲ $488,544
Other Liabilities$866$3,746▲ $2,880
Total Liabilities$2,689,556$3,298,830▲ $609,274
Net Assets / Fund Balance
Total Net Assets Fund Balance$15,366,630$14,286,037▼ $1,080,593
Total Liabilities and Net Assets / Fund Balance$18,056,186$17,584,867▼ $471,319
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathryn Peifer Morgan EsquireExec DirectoFT$185,562-$185,562
Kathryn Peifer Morgan EsquireExec Director-$169,357$16,205$185,562

Board Members and Trustees

NameTitle
Barbara E Griffin EsquireBoard Chair
George P Hartwick IiiVice-chair/t
Arthur H Stroyd Jr EsquireDirector
Bruce S Zero EsqDirector
John P Kopesky EsqDirector
William J JoyceDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,341,648
Investment Income
$101,362
Other Revenue
$0
Change in Net Assets
$964,082

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,443,010
Total Revenue per Audited Statements
$3,443,010
Total Revenue per Form 990
$3,443,010
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,223,278
Salaries, Compensation, and Employee Benefits$255,650
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$216,827-$216,827
Fees for Service Investment Mgmnt Fees-$87,187-$87,187
Fees for Services Legal-$65,765-$65,765
Occupancy-$35,278-$35,278
Pension Plan Contributions-$20,701-$20,701
Office Expenses-$18,269-$18,269
Payroll Taxes-$15,702-$15,702
Fees for Services Accounting-$9,576-$9,576
Conferences and Meetings-$9,337-$9,337
Fees for Services Other-$5,350-$5,350
Other Expenses$417,315$4,204-$4,204
Travel-$3,259-$3,259
Other Employee Benefits-$2,420-$2,420
Insurance-$1,035-$1,035
All Other Expenses-$685-$685
Total Functional Expenses$1,978,005$500,923$0$2,478,928

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,478,928
Total Expenses per Audited Statements$2,478,928
Total Expenses per Form 990$2,478,928
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal Payroll Tax$2,510
Local Payroll Tax$630
State Payroll Tax$489
Lst Tax$84
Accrued Unemployment Taxes-state$33
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7B

“The pa supreme court is the governing body of the organiation.”

Form 990, Page 6, Part VI, Line 11B

“The board reads a copy of the form. If they notice a discrepency, the board addresses it with the preparer for clarification or correction as necessary.”

Form 990, Page 6, Part VI, Line 12C

“When the organization receives a claim involving a board member, those claims automatically go directly to the court. Those claims are not handled by the organization.”

Form 990, Page 6, Part VI, Line 15A

“The board has inquired similar organizations in other states about the compensation of their executive directors. The board reviews and approves the executive director's pay during a board meeting which is documented in the minutes. The board chair communicates the compensation directly to the organization's accountants.”

Form 990, Page 6, Part VI, Line 15B

“No other officers or key employees.”

Form 990, Page 6, Part VI, Line 19

“Financial statements are available on the organization's website. Other information is available upon request.”

Filing and Contact Details

Filer

Filer Name
Pa Lawyers Fund for Client Security
EIN
22-2436398
Phone
7172319510
Address
PO BOX 62585, HARRISBURG, PA 17106-2585

Signing Officer

Name
Kathryn Peifer Morgan Esquire
Title
Exec Director
Phone
7172319510
Signed
2022-12-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathryn Peifer Morgan Esquire
Formed
1982
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
7
Employees
2

Preparer

Firm
Gift Cpas
Address
1205 MANOR DRIVE SUITE 100, MECHANICSBURG, PA 17055
Preparer
Chad Schweighart CPA
Phone
7177663555
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The organization was established by the supreme court of pennsylvania to reimburse clients who have suffered a loss of money or other property as a result of the dishonest conduct of pennsylvania attorneys. The fund is a remedy for clients who are unable to obtain reimbursement from other sources, such as third parties or the attorney involved.”

Form 990, Part XI

“Unrealized gain/loss on investments is 1,855,666.”

Form 990, Part XI, Line 9

“PY ADJUSTMENT -5,578”

Raw XML Appendix369 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/PYTotalExpensesAmt01435892
IRS990/PYTotalRevenueAmt04283702
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1630
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt384
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt433
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1LOCAL PAYROLL TAX
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2STATE PAYROLL TAX
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3LST TAX
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4ACCRUED UNEMPLOYMENT TAXES-STATE
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IRS990ScheduleD/TotalExpensesPerForm990Amt02478928
IRS990ScheduleD/TotalLiabilityAmt03746
IRS990ScheduleD/TotalRevenuePerForm990Amt03443010
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0KATHRYN PEIFER MORGAN ESQUIRE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXEC DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION WAS ESTABLISHED BY THE SUPREME COURT OF PENNSYLVANIA TO REIMBURSE CLIENTS WHO HAVE SUFFERED A LOSS OF MONEY OR OTHER PROPERTY AS A RESULT OF THE DISHONEST CONDUCT OF PENNSYLVANIA ATTORNEYS. THE FUND IS A REMEDY FOR CLIENTS WHO ARE UNABLE TO OBTAIN REIMBURSEMENT FROM OTHER SOURCES, SUCH AS THIRD PARTIES OR THE ATTORNEY INVOLVED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PA SUPREME COURT IS THE GOVERNING BODY OF THE ORGANIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD READS A COPY OF THE FORM. IF THEY NOTICE A DISCREPENCY, THE BOARD ADDRESSES IT WITH THE PREPARER FOR CLARIFICATION OR CORRECTION AS NECESSARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WHEN THE ORGANIZATION RECEIVES A CLAIM INVOLVING A BOARD MEMBER, THOSE CLAIMS AUTOMATICALLY GO DIRECTLY TO THE COURT. THOSE CLAIMS ARE NOT HANDLED BY THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD HAS INQUIRED SIMILAR ORGANIZATIONS IN OTHER STATES ABOUT THE COMPENSATION OF THEIR EXECUTIVE DIRECTORS. THE BOARD REVIEWS AND APPROVES THE EXECUTIVE DIRECTOR'S PAY DURING A BOARD MEETING WHICH IS DOCUMENTED IN THE MINUTES. THE BOARD CHAIR COMMUNICATES THE COMPENSATION DIRECTLY TO THE ORGANIZATION'S ACCOUNTANTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO OTHER OFFICERS OR KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. OTHER INFORMATION IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7UNREALIZED GAIN/LOSS ON INVESTMENTS IS 1,855,666.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PY ADJUSTMENT -5,578
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XI, LINE 9
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01978005
IRS990/TotalFunctionalExpensesGrp/TotalAmt02478928
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IRS990/TotalProgramServiceExpensesAmt01978005
IRS990/TotalProgramServiceRevenueAmt03341648
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IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt018056186
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt017584867
IRS990/TravelGrp/ManagementAndGeneralAmt03259
IRS990/TravelGrp/TotalAmt03259
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 62585
IRS990/USAddress/CityNm0HARRISBURG
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd0171062585
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.PALAWFUND.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN PEIFER MORGAN ESQUIRE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07172319510
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-12-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PA LAWYERS FUND FOR CLIENT SECURITY
ReturnHeader/Filer/BusinessNameControlTxt0PALA
ReturnHeader/Filer/EIN0222436398
ReturnHeader/Filer/PhoneNum07172319510
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 62585
ReturnHeader/Filer/USAddress/CityNm0HARRISBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0171062585
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260006710
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GIFT CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01205 MANOR DRIVE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MECHANICSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017055
ReturnHeader/PreparerPersonGrp/PhoneNum07177663555
ReturnHeader/PreparerPersonGrp/PreparationDt02023-01-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHAD SCHWEIGHART CPA
ReturnHeader/ReturnTs02023-02-13T12:31:14-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHRYN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PEIFER MORGAN
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,584,867
Liabilities
$3,298,830
Net assets
$14,286,037
Revenue
$3,443,010
Expenses
$2,478,928
Net income
$964,082
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.3$2.78$17.5$4.25$1.53$2.72
2022Detailed filing. Detailed filing data is available for this year.$17.6$3.30$14.3$3.44$2.48$0.96
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.9$0.00$17.9$4.28$1.44$2.85
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.2$0.00$13.2$5.57$2.29$3.28
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.72$0.00$9.72$4.09$4.59$0.50
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.89$0.00$9.89$5.44$6.61$1.17
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.8$0.00$10.8$6.24$4.00$2.24
2016Detailed filing. Detailed filing data is available for this year.$8.61$0.00$8.61$3.85$5.26$1.41
2015Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$3.49$3.28$0.20
2014Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$3.43$4.70$1.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.5$0.00$11.5$2.65
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.0$0.00$10.0$3.40
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.1$0.00$11.1$3.11