Civic Intelligence

Toledo Bar Association Foundation

990 • Fiscal year 2016 • EIN 34-6534094

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 18, 2017

Organization ProfileN/A
311 N Superior StToledo, OH 43604

(419) 242-9363

Siviq Scores

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

Liabilities / Assets

28th percentile

0.02x

Higher debt load relative to assets than 28% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

51st percentile

0.11x

Higher debt load relative to revenue than 51% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

87th percentile

34%

Higher net margin than 87% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

46th percentile

0.3%

Faster asset growth than 46% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

89th percentile

52%

Faster revenue growth than 89% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,618,681

Up $4,136 (+0.3%) from 2015

Net Assets

Up

$1,593,491

Up $36,742 (+2.4%) from 2015

Liabilities

Down

$25,190

Down $32,606 (-56%) from 2015

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin87th percentile

Revenue

Up

$224,763

Up $76,776 (+52%) from 2015

Expenses

Up

$148,379

Up $2,938 (+2.0%) from 2015

Net Income

Up

$76,384

Up $73,838 (+2900%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,340,183Liabilities 2011: $29,703Net Assets 2011: $1,310,4802011Assets 2012: $1,375,837Liabilities 2012: $45,347Net Assets 2012: $1,330,4902012Assets 2013: $1,465,004Liabilities 2013: $31,222Net Assets 2013: $1,433,7822013Assets 2014: $1,620,700Liabilities 2014: $25,486Net Assets 2014: $1,595,2142014Assets 2015: $1,614,545Liabilities 2015: $57,796Net Assets 2015: $1,556,7492015Assets 2016: $1,618,681Liabilities 2016: $25,190Net Assets 2016: $1,593,4912016Assets 2017: $1,697,216Liabilities 2017: $18,519Net Assets 2017: $1,678,6972017Assets 2018: $1,713,457Liabilities 2018: $20,420Net Assets 2018: $1,693,0372018Assets 2019: $1,700,297Liabilities 2019: $27,719Net Assets 2019: $1,672,5782019Assets 2020: $1,612,098Liabilities 2020: $37,624Net Assets 2020: $1,574,4742020Assets 2021: $1,674,202Liabilities 2021: $41,435Net Assets 2021: $1,632,7672021Assets 2022: $1,389,365Liabilities 2022: $46,239Net Assets 2022: $1,343,1262022Assets 2023: $1,382,306Liabilities 2023: $10,580Net Assets 2023: $1,371,7262023Assets 2024: $1,472,530Liabilities 2024: $15,367Net Assets 2024: $1,457,1632024

Highlighted filing

2016

Assets$1,618,681
Liabilities$25,190
Net Assets$1,593,491
Open 2016 Filing

Operations Trend

Revenue Growth89th percentile

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

$400K$200K$0-$200KExpenses 2011: $98,8512011Expenses 2012: $139,1442012Expenses 2013: $101,3042013Revenue 2014: $138,267Expenses 2014: $124,467Net Income 2014: $13,8002014Revenue 2015: $147,987Expenses 2015: $145,441Net Income 2015: $2,5462015Revenue 2016: $224,763Expenses 2016: $148,379Net Income 2016: $76,3842016Revenue 2017: $230,358Expenses 2017: $178,225Net Income 2017: $52,1332017Revenue 2018: $170,839Expenses 2018: $180,508Net Income 2018: -$9,6692018Revenue 2019: $73,286Expenses 2019: $154,951Net Income 2019: -$81,6652019Revenue 2020: $139,172Expenses 2020: $239,915Net Income 2020: -$100,7432020Revenue 2021: $175,081Expenses 2021: $320,750Net Income 2021: -$145,6692021Revenue 2022: $100,424Expenses 2022: $196,686Net Income 2022: -$96,2622022Revenue 2023: $159,344Expenses 2023: $219,969Net Income 2023: -$60,6252023Revenue 2024: $161,456Expenses 2024: $168,973Net Income 2024: -$7,5172024

Highlighted filing

2016

Revenue$224,763
Expenses$148,379
Net Income$76,384
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 18, 2017
Return Version
2015v3.0
Gross Receipts
$482,409
Mission and Program Overview

Mission

To apply all or any part of its income or principal exclusively for charitable, scientific, literary or educational purposes with the object of:1) Fostering and maintaning the honor and integrity of the profession of the law.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,515,441$1,448,722▼ $66,719
Savings and Temporary Cash Investments$62,849$133,553▲ $70,704
Pledges and Grants Receivable$36,255$36,406▲ $151
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$1,614,545$1,618,681▲ $4,136
Liabilities
Accounts Payable and Accrued Expenses$57,796$25,190▼ $32,606
Total Liabilities$57,796$25,190▼ $32,606
Net Assets / Fund Balance
Unrestricted Net Assets$1,011,823$960,702▼ $51,121
Permanently Rstr Net Assets$406,521$407,892▲ $1,371
Temporarily Rstr Net Assets$138,405$224,897▲ $86,492
Total Net Assets Fund Balance$1,556,749$1,593,491▲ $36,742
Total Liabilities and Net Assets / Fund Balance$1,614,545$1,618,681▲ $4,136

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$1,603$1,603

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$1,556,748$188,394▼ $3,272$90,004$1,593,491
2014$1,595,214$101,567▲ $5,409$99,667$1,556,748
2013$1,433,782$84,917▲ $200,982$96,292$1,595,214
2012$1,330,489$101,930▲ $102,665$87,730$1,433,782
2011$1,310,480$148,860▲ $10,294$125,045$1,330,489
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Craig F FredericksonPresident
Barbara J StutzVice President
Bradley J LaguschExecutive Director
Sarah A CorpeningExecutive Director
Patricia A BranamInterim Executive Director
Arlene SingerTrustee
Cherrefe A KadriTrustee
Jerome M PhillipsTrustee
Stuart F CubbonTrustee
Yolanda D GwinnTrustee
Richard R MaloneSecretary
James E SchaeferTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$188,393
Program Service Revenue
$0
Investment Income
$36,370
Other Revenue
$0
All Other Contributions
$188,393
Change in Net Assets
$76,384

Audited Revenue Reconciliation

Revenue per Audited Statements
$224,763
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-39,643
Total Revenue per Audited Statements
$185,120
Total Revenue per Form 990
$224,763
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$76,045
Other Expenses$72,334
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$76,045--$76,045
Fees for Services Accounting-$2,300-$2,300
Other Expenses-$450-$450
Total Functional Expenses$76,045$72,334$0$148,379

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$148,379
Total Expenses per Audited Statements$148,379
Total Expenses per Form 990$148,379
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Toledo Bar AssociationToledo, OH501(c)(6)Pro Bono Program$76,045
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
Lobbying activity
No
Subject to proxy tax
No
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 7A

“Line 7a explanation - The members of the Toledo Bar Association Foundation are the members of the Board of Directors of the Toledo Bar Association and they elect the Foundation governing board.”

Form 990, Part VI, Section B, line 11

“Line 11a explanation - The form 990 will be reviewed by the Treasurer and the Treasurer makes appropriate recommendations to the Board of Directors for review.”

Form 990, Part VI, Section B, line 12C

“A copy of the policy is distributed to all board members and the board member must sign a statement acknowledging they have read and understand the policy and agree to comply with the policy. In addition, if applicable the board member must disclose any potential conflicts of interest.”

Form 990, Part VI, Section C, line 19

“The materials will be provided at our office with a written request.”

Filing and Contact Details

Filer

Filer Name
Toledo Bar Association Foundation
EIN
34-6534094
Phone
4192429363
Address
311 N Superior St, Toledo, OH 43604

Signing Officer

Name
Bradley Lagusch
Title
Executive Director
Phone
4192429363
Signed
2017-01-18
Discuss with paid preparer
Yes

Organization Details

Formed
1951
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
LublinSussman Group LLP
Address
3166 N Republic Blvd, Toledo, OH 43615
Preparer
Lee D Wunschel
Phone
4198412848
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

“The Organization has determined that there are no uncertain tax positions that require disclosure in these financial statements under the FASB Accounting Standards Codification topic Income Taxes. The tax years 2011 through 2015 are subject to possible examination by the Internal Revenue Service.”

Raw XML AppendixShowing 400 of 498 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt057796
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt025190
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0To apply all or any part of its income or principal exclusively for charitable, scientific, literary or educational purposes with the object of:1) Fostering and maintaning the honor and integrity of the profession of the law.
IRS990/AllOtherContributionsAmt0188393
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Bradley Lagusch
IRS990/BooksInCareOfDetail/PhoneNum04192429363
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0311 N Superior St
IRS990/BooksInCareOfDetail/USAddress/CityNm0Toledo
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd043604
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0188393
IRS990/CYGrantsAndSimilarPaidAmt076045
IRS990/CYInvestmentIncomeAmt036370
IRS990/CYOtherExpensesAmt072334
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt076384
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0148379
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0224763
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0Toledo Bar Association - Pro Bono Legal Services Program
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt076045
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02300
IRS990/FeesForServicesAccountingGrp/TotalAmt02300
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt83.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt915.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1015.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1115.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0Yolanda D Gwinn
IRS990/Form990PartVIISectionAGrp/PersonNm1Stuart F Cubbon
IRS990/Form990PartVIISectionAGrp/PersonNm2Cherrefe A Kadri
IRS990/Form990PartVIISectionAGrp/PersonNm3Jerome M Phillips
IRS990/Form990PartVIISectionAGrp/PersonNm4Arlene Singer
IRS990/Form990PartVIISectionAGrp/PersonNm5Craig F Frederickson
IRS990/Form990PartVIISectionAGrp/PersonNm6Barbara J Stutz
IRS990/Form990PartVIISectionAGrp/PersonNm7Richard R Malone
IRS990/Form990PartVIISectionAGrp/PersonNm8James E Schaefer
IRS990/Form990PartVIISectionAGrp/PersonNm9Sarah A Corpening
IRS990/Form990PartVIISectionAGrp/PersonNm10Patricia A Branam
IRS990/Form990PartVIISectionAGrp/PersonNm11Bradley J Lagusch
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt7Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt8Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt9Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Interim Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Executive Director
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01951
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-15637
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt076045
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt076045
IRS990/GrantsToDomesticOrgsGrp/TotalAmt076045
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0242009
IRS990/GrossReceiptsAmt0482409
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt052007
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt052007
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01515441
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01448722
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01603
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt01603
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0257646
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To apply all or any part of its income or principal exclusively for charitable, scientific, literary or educational purposes with the object of: 1)Fostering and maintaining the honor and integrity of the profession of the law. 2)Improving and facilitating the administration of justice. 3)Facilitating and encouraging cultivation and diffusion of knowledge and understanding of the law and the promotion of the study of the law and the science of jurisprudence and research therein, through the maintenance of a law library, and the publication of addresses, essays, treatises, reports and other literary works by students and teachers of the law, and providing for the acquisition, preservation and exhibition of rare books and documents, sculptures, paintings, and other objects of art and historical interest relating to the law, the courts and the legal profession. 4)Defraying the administrative expenses of providing free legal aid to indigent persons who would otherwise be unable to obtain su
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01556749
IRS990/NetAssetsOrFundBalancesEOYAmt01593491
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-15637
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-15637
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-39642
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Awards
IRS990/OtherExpensesGrp/Desc1Investment & Banking Fe
IRS990/OtherExpensesGrp/Desc2Administrative Fee
IRS990/OtherExpensesGrp/Desc3Miscellaneous
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt046575
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt113509
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt29500
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3450
IRS990/OtherExpensesGrp/TotalAmt046575
IRS990/OtherExpensesGrp/TotalAmt113509
IRS990/OtherExpensesGrp/TotalAmt29500
IRS990/OtherExpensesGrp/TotalAmt3450
IRS990/PartialLiquidationInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0406521
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0407892
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt036255
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt036406
IRS990/PoliticalCampaignActyInd00
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0101567
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt084059
IRS990/PYInvestmentIncomeAmt046420
IRS990/PYOtherExpensesAmt061382
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02546
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0145441
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0147987
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt076384
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt062849
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0133553
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0188393
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0101567
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt084917
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0101832
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0129333
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0606042
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt052007
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt075753
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt046964
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt053713
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt039689
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0268126
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt052007
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt075753
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt046964
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt053713
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt039689
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0268126
IRS990ScheduleA/InvestmentIncomeCYPct00.30670
IRS990ScheduleA/InvestmentIncomePYPct00.31820
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.69330
IRS990ScheduleA/PublicSupportPY509Pct00.68180
IRS990ScheduleA/PublicSupportTotal509Amt0606042
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0188393
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0101567
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt084917
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0101832
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0129333
IRS990ScheduleA/Total509Grp/TotalAmt0606042
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0240400
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0177320
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0131881
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0155545
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0169022
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0874168
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.60290
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt011800
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01556748
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0188394
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01593491
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt046575
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-3272
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt090004
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt011700
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01595214
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0101567
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01556748
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt034075
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05409
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt099667
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt02100
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01433782
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt084917
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01595214
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt018075
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0200982
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt096292
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt02000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01330489
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0101930
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01433782
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt011575
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0102665
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt087730
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt01900
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01310480
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0148860
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01330489
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt010900
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt010294
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0125045
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01603
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01603
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0148379
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-39643
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.25600
IRS990ScheduleD/RevenueNotReportedAmt0-39643
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0224763
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Organization has determined that there are no uncertain tax positions that require disclosure in these financial statements under the FASB Accounting Standards Codification topic Income Taxes. The tax years 2011 through 2015 are subject to possible examination by the Internal Revenue Service.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.14110
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0148379
IRS990ScheduleD/TotalRevenuePerForm990Amt0224763
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0185120
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0148379
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt076045
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(6)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Pro Bono Program
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Toledo Bar Association
IRS990ScheduleI/RecipientTable/RecipientEIN0344428948
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0311 N Superior St
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Toledo
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd043604
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0Fair Market Value
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Line 7a explanation - The members of the Toledo Bar Association Foundation are the members of the Board of Directors of the Toledo Bar Association and they elect the Foundation governing board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Line 11a explanation - The form 990 will be reviewed by the Treasurer and the Treasurer makes appropriate recommendations to the Board of Directors for review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A copy of the policy is distributed to all board members and the board member must sign a statement acknowledging they have read and understand the policy and agree to comply with the policy. In addition, if applicable the board member must disclose any potential conflicts of interest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The materials will be provided at our office with a written request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Toledo Bar Association
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0344428948
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c) 6
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0To assist members in the legal profess. and the community.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0311 N Superior St
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Toledo
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd043604
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,618,681
Liabilities
$25,190
Net assets
$1,593,491
Revenue
$224,763
Expenses
$148,379
Net income
$76,384
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.47$0.02$1.46$0.16$0.17$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.38$0.01$1.37$0.16$0.22$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.39$0.05$1.34$0.10$0.20$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.67$0.04$1.63$0.18$0.32$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.61$0.04$1.57$0.14$0.24$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.70$0.03$1.67$0.07$0.15$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.71$0.02$1.69$0.17$0.18$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.70$0.02$1.68$0.23$0.18$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.62$0.03$1.59$0.22$0.15$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.61$0.06$1.56$0.15$0.15$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.62$0.03$1.60$0.14$0.12$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.47$0.03$1.43$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$0.05$1.33$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.03$1.31$0.10