Civic Intelligence

National Association of Iolta Programs

990 • Fiscal year 2015 • EIN 36-3519507

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 26, 2016

Two Prudential 180 N Stetson AveChicago, IL 60601

(312) 938-3076

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

93rd percentile

56%

Higher net margin than 93% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

89th percentile

81%

Faster asset growth than 89% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

94th percentile

130%

Faster revenue growth than 94% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$456,142

Up $203,597 (+81%) from 2014

Net Assets

Up

$456,142

Up $203,597 (+81%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$363,455

Up $205,540 (+130%) from 2014

Expenses

Up

$159,858

Up $154,184 (+2717%) from 2014

Net Income

Up

$203,597

Up $51,356 (+34%) from 2014

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $113,932Liabilities 2011: $0Net Assets 2011: $113,9322011Assets 2012: $110,301Liabilities 2012: $0Net Assets 2012: $110,3012012Assets 2013: $100,304Liabilities 2013: $0Net Assets 2013: $100,3042013Assets 2014: $252,545Liabilities 2014: $0Net Assets 2014: $252,5452014Assets 2015: $456,142Liabilities 2015: $0Net Assets 2015: $456,1422015Assets 2016: $487,825Liabilities 2016: $0Net Assets 2016: $487,8252016Assets 2017: $247,424Liabilities 2017: $0Net Assets 2017: $247,4242017Assets 2018: $111,323Liabilities 2018: $0Net Assets 2018: $111,3232018Assets 2019: $85,730Liabilities 2019: $0Net Assets 2019: $85,7302019Assets 2020: $186,789Net Assets 2020: $186,7892020Assets 2021: $239,778Liabilities 2021: $56,614Net Assets 2021: $183,1642021Assets 2022: $272,311Liabilities 2022: $75,564Net Assets 2022: $196,7472022Assets 2023: $279,665Liabilities 2023: $39,203Net Assets 2023: $240,4622023Assets 2024: $292,337Liabilities 2024: $7,275Net Assets 2024: $285,0622024Assets 2025: $310,705Liabilities 2025: $44,767Net Assets 2025: $265,9382025

Highlighted filing

2015

Assets$456,142
Liabilities$0
Net Assets$456,142

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2011: $8,550Expenses 2011: $8,911Net Income 2011: -$3612011Revenue 2012: $7,875Expenses 2012: $11,506Net Income 2012: -$3,6312012Revenue 2013: $9,534Expenses 2013: $19,531Net Income 2013: -$9,9972013Revenue 2014: $157,915Expenses 2014: $5,674Net Income 2014: $152,2412014Revenue 2015: $363,455Expenses 2015: $159,858Net Income 2015: $203,5972015Revenue 2016: $82,124Expenses 2016: $50,441Net Income 2016: $31,6832016Revenue 2017: $110,438Expenses 2017: $350,839Net Income 2017: -$240,4012017Revenue 2018: $9,293Expenses 2018: $145,394Net Income 2018: -$136,1012018Revenue 2019: $11,188Expenses 2019: $37,611Net Income 2019: -$26,4232019Revenue 2020: $145,679Expenses 2020: $44,620Net Income 2020: $101,0592020Revenue 2021: $108,076Expenses 2021: $83,235Net Income 2021: $24,8412021Revenue 2022: $107,872Expenses 2022: $94,289Net Income 2022: $13,5832022Revenue 2023: $162,177Expenses 2023: $118,462Net Income 2023: $43,7152023Revenue 2024: $199,061Expenses 2024: $154,461Net Income 2024: $44,6002024Revenue 2025: $189,694Expenses 2025: $208,818Net Income 2025: -$19,1242025

Highlighted filing

2015

Revenue$363,455
Expenses$159,858
Net Income$203,597
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 26, 2016
Return Version
2014v6.0
Gross Receipts
$363,455
Mission and Program Overview

Mission

ASSIST IOLTA PROGRAMS

To coordinate the iolta programs in each state, district of columbia and virgin islands.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$252,545$456,142▲ $203,597
Total Assets$252,545$456,142▲ $203,597
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$252,545$456,142▲ $203,597
Total Net Assets Fund Balance$252,545$456,142▲ $203,597
Total Liabilities and Net Assets / Fund Balance$252,545$456,142▲ $203,597
Compensation and Service Providers

Board Members and Trustees

NameTitle
Shannon ScruggsImmed Past President
Charles DunlapPresident
Judith BakerVice President
Alvero FlorezBoard Member
CHRISTOPHER O'MALLEYBoard Member
Kim PauldingBoard Member
Lushawn PhillipsBoard Member
Nancy NorsworthyBoard Member
Robert LeclairBoard Member
Stephanie ChoyBoard Member
Elizabeth GoldbergBoard Member, Canadian Rep
David HoltermannSecretary
Amy Sings in the TimberTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$362,930
Program Service Revenue
$0
Investment Income
$525
Other Revenue
$0
Change in Net Assets
$203,597
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$148,589
Other Expenses$11,269
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$148,589--$148,589
Travel$1,071--$1,071
Fees for Services Accounting-$600-$600
Other Expenses$338$25-$25
Total Functional Expenses$159,233$625$0$159,858
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alabama Civil Justice FoundationMontgomrey, AL501(c)3To Provide Legal Aid to the Poor$15,040
Georgia Bar FoundationAtlanta, GA501(c)3To Provide Legal Aid to the Poor$15,000
Indiana Bar FoundationIndianapolis, IN501(c)3To Provide Legal Aid to the Poor$15,000
Montana Justice FoundationMissola, MT501(c)3To Provide Legal Aid to the Poor$15,000
Texas Asscess to Justice FoundationAustin, TX501(c)3To Provide Legal Aid to the Poor$15,000
Ohio Legal Assitance FoundationColumbus, OH501(c)3To Provide Legal Aid to the Poor$14,708
Maine Bar FoundationHallowell, ME501(c)3To Provide Legal Aid to the Poor$14,400
Maryland Legal Services CorpBaltimore, MD501(c)3To Provide Legal Aid to the Poor$12,541
Massachusetts Legal Services CorpBoston, MA501(c)3To Provide Legal Aid to the Poor$11,750
Minnesota Iolta ProgramSt Paul, MN501(c)3To Provide Legal Aid to the Poor$10,150
Louisiana Bar FoundationNew Orleans, LA501(c)3To Provide Legal Aid to the Poor$10,000
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

The executive committee of the board will review the return prior to filing and a copy of the filed form will be presented to the entire board and membership

Form 990, Part VI, Section C, Line 19

Governing documents and financials statments are available upon request

Filing and Contact Details

Filer

Filer Name
National Association of Iolta Programs
EIN
36-3519507
Phone
3129383076
Address
TWO PRUDENTIAL 180 N STETSON AVE, CHICAGO, IL 60601

Signing Officer

Name
David Holtermann
Title
Treasurer
Phone
3129383076
Signed
2016-01-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Holtermann
Formed
1987
Legal Domicile
Il
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
15

Preparer

Firm
Jackson Thornton & Co Pc
Address
P O BOX 96, MONTGOMERY, AL 36101-0096
Preparer
Lucinda S Chappelle
Phone
3348347660
Raw XML AppendixShowing 400 of 481 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/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO COORDINATE THE IOLTA PROGRAMS IN EACH STATE, DISTRICT OF COLUMBIA AND VIRGIN ISLANDS.
IRS990/AddressChangeInd0X
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DAVID HOLTERMANN
IRS990/BooksInCareOfDetail/PhoneNum03129383076
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0TWO PRUDENTIAL 180 N STETSON AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHICAGO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060601
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0252545
IRS990/CashNonInterestBearingGrp/EOYAmt0456142
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0362930
IRS990/CYGrantsAndSimilarPaidAmt0148589
IRS990/CYInvestmentIncomeAmt0525
IRS990/CYOtherExpensesAmt011269
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0203597
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0159858
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0363455
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0CONDUCTED MEETINGS AND DISTRIBUTED INFORMATION REGARDING LEGAL SERVICES TO INDIGENTS, GRANTMAKING, FUND-RAISING, ADMINISTRATION, PUBLIC RELATIONS, LEGAL ISSUES AND OTHER MATTERS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0159233
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0600
IRS990/FeesForServicesAccountingGrp/TotalAmt0600
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0CHARLES DUNLAP
IRS990/Form990PartVIISectionAGrp/PersonNm1JUDITH BAKER
IRS990/Form990PartVIISectionAGrp/PersonNm2AMY SINGS IN THE TIMBER
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID HOLTERMANN
IRS990/Form990PartVIISectionAGrp/PersonNm4SHANNON SCRUGGS
IRS990/Form990PartVIISectionAGrp/PersonNm5KIM PAULDING
IRS990/Form990PartVIISectionAGrp/PersonNm6CHRISTOPHER O'MALLEY
IRS990/Form990PartVIISectionAGrp/PersonNm7STEPHANIE CHOY
IRS990/Form990PartVIISectionAGrp/PersonNm8ALVERO FLOREZ
IRS990/Form990PartVIISectionAGrp/PersonNm9LUSHAWN PHILLIPS
IRS990/Form990PartVIISectionAGrp/PersonNm10ROBERT LECLAIR
IRS990/Form990PartVIISectionAGrp/PersonNm11NANCY NORSWORTHY
IRS990/Form990PartVIISectionAGrp/PersonNm12ELIZABETH GOLDBERG
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/ReportableCompFromOrgAmt120
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/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4IMMED PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER, CANADIAN REP
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01987
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GovernmentGrantsAmt0359105
IRS990/GrantAmt0148589
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0148589
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0148589
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0363455
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0525
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0525
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt03825
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE NATIONAL ASSOCIATION OF IOLTA PROGRAMS ENHANCES LEGAL SERVICES FOR THE POOR AND THE ADMINISTRATION OF JUSTICE THROUGH THE GROWTH AND DEVELOPMENT OF IOLTA PROGRAMS AS EFFECTIVE GRANT-MAKING INSTITUTIONS THAT PROVIDE A MAJOR SOURCE OF FUNDING AND SUPPORT FOR LEGAL SERVICES FOR THE POOR, ADMINISTRATION OF JUSTICE, AND OTHER LAW-RELATED PUBLIC INTEREST PROGRAMS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0252545
IRS990/NetAssetsOrFundBalancesEOYAmt0456142
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CONFERENCE SUPPORT
IRS990/OtherExpensesGrp/Desc1AWARDS
IRS990/OtherExpensesGrp/Desc2BANK FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt025
IRS990/OtherExpensesGrp/ProgramServicesAmt09235
IRS990/OtherExpensesGrp/ProgramServicesAmt1338
IRS990/OtherExpensesGrp/TotalAmt09235
IRS990/OtherExpensesGrp/TotalAmt1338
IRS990/OtherExpensesGrp/TotalAmt225
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DAVID HOLTERMANN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0150000
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt05000
IRS990/PYInvestmentIncomeAmt0340
IRS990/PYOtherExpensesAmt074
IRS990/PYOtherRevenueAmt07575
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0152241
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt05674
IRS990/PYTotalProfFndrsngExpnsAmt0600
IRS990/PYTotalRevenueAmt0157915
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0203597
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0359105
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03825
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07575
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08475
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07875
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08550
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt036300
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0525
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0340
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0148
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0525
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0340
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0148
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01013
IRS990ScheduleA/InvestmentIncomeCYPct00.02650
IRS990ScheduleA/InvestmentIncomePYPct00.01110
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0911
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0911
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94970
IRS990ScheduleA/PublicSupportPY509Pct00.96860
IRS990ScheduleA/PublicSupportTotal509Amt036300
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03825
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt07575
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt08475
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt07875
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt08550
IRS990ScheduleA/Total509Grp/TotalAmt036300
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04350
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt07915
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt09534
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt07875
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt08550
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt038224
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
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt015040
IRS990ScheduleI/RecipientTable/CashGrantAmt115000
IRS990ScheduleI/RecipientTable/CashGrantAmt215000
IRS990ScheduleI/RecipientTable/CashGrantAmt310000
IRS990ScheduleI/RecipientTable/CashGrantAmt414400
IRS990ScheduleI/RecipientTable/CashGrantAmt512541
IRS990ScheduleI/RecipientTable/CashGrantAmt611750
IRS990ScheduleI/RecipientTable/CashGrantAmt710150
IRS990ScheduleI/RecipientTable/CashGrantAmt815000
IRS990ScheduleI/RecipientTable/CashGrantAmt914708
IRS990ScheduleI/RecipientTable/CashGrantAmt1015000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501(C)3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE LEGAL AID TO THE POOR
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO PROVIDE LEGAL AID TO THE POOR
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2TO PROVIDE LEGAL AID TO THE POOR
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3TO PROVIDE LEGAL AID TO THE POOR
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4TO PROVIDE LEGAL AID TO THE POOR
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5TO PROVIDE LEGAL AID TO THE POOR
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6TO PROVIDE LEGAL AID TO THE POOR
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7TO PROVIDE LEGAL AID TO THE POOR
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8TO PROVIDE LEGAL AID TO THE POOR
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9TO PROVIDE LEGAL AID TO THE POOR
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10TO PROVIDE LEGAL AID TO THE POOR
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ALABAMA CIVIL JUSTICE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1GEORGIA BAR FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2INDIANA BAR FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3LOUISIANA BAR FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4MAINE BAR FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5MARYLAND LEGAL SERVICES CORP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6MASSACHUSETTS LEGAL SERVICES CORP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7MINNESOTA IOLTA PROGRAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8MONTANA JUSTICE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9OHIO LEGAL ASSITANCE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10TEXAS ASSCESS TO JUSTICE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0631068740
IRS990ScheduleI/RecipientTable/RecipientEIN1580552594
IRS990ScheduleI/RecipientTable/RecipientEIN2356032377
IRS990ScheduleI/RecipientTable/RecipientEIN3237100704
IRS990ScheduleI/RecipientTable/RecipientEIN4222559133
IRS990ScheduleI/RecipientTable/RecipientEIN5521266744
IRS990ScheduleI/RecipientTable/RecipientEIN6042790762
IRS990ScheduleI/RecipientTable/RecipientEIN7416007162
IRS990ScheduleI/RecipientTable/RecipientEIN8810391131
IRS990ScheduleI/RecipientTable/RecipientEIN9311287915
IRS990ScheduleI/RecipientTable/RecipientEIN10742354575
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0532 S PERRY STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1104 MARIETTA ST NW
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2615 N ALABAMA ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31615 POYDRAS ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt440 WATER ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt515 CHARLES PLAZA
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt67 WINTHROP SQ
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt725 REV DR MARTIN LUTHER KING BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt8111 N HIGGINS
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt910 W BROAD ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt101601 RIO GRANDE ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MONTGOMREY
IRS990ScheduleI/RecipientTable/USAddress/CityNm1ATLANTA
IRS990ScheduleI/RecipientTable/USAddress/CityNm2INDIANAPOLIS
IRS990ScheduleI/RecipientTable/USAddress/CityNm3NEW ORLEANS
IRS990ScheduleI/RecipientTable/USAddress/CityNm4HALLOWELL
IRS990ScheduleI/RecipientTable/USAddress/CityNm5BALTIMORE
IRS990ScheduleI/RecipientTable/USAddress/CityNm6BOSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm7ST PAUL
IRS990ScheduleI/RecipientTable/USAddress/CityNm8MISSOLA
IRS990ScheduleI/RecipientTable/USAddress/CityNm9COLUMBUS
IRS990ScheduleI/RecipientTable/USAddress/CityNm10AUSTIN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0AL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2IN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3LA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4ME
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5MD
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7MN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd8MT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd9OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd10TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd036104
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd130303
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd246204
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd370112
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd404347
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd521201
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd602110
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd755155
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd859802
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd943215
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1078701
IRS990ScheduleI/Total501c3OrgCnt011
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE COMMITTEE OF THE BOARD WILL REVIEW THE RETURN PRIOR TO FILING AND A COPY OF THE FILED FORM WILL BE PRESENTED TO THE ENTIRE BOARD AND MEMBERSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS AND FINANCIALS STATMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.11$0.45$2.66$1.90$2.09$0.19
2024Detailed filing. Detailed filing data is available for this year.$2.92$0.07$2.85$1.99$1.54$0.45
2023Detailed filing. Detailed filing data is available for this year.$2.80$0.39$2.40$1.62$1.18$0.44
2022Detailed filing. Detailed filing data is available for this year.$2.72$0.76$1.97$1.08$0.94$0.14
2021Detailed filing. Detailed filing data is available for this year.$2.40$0.57$1.83$1.08$0.83$0.25
2020Detailed filing. Detailed filing data is available for this year.$1.87$1.87$1.46$0.45$1.01
2019Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.11$0.38$0.26
2018Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.09$1.45$1.36
2017Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$1.10$3.51$2.40
2016Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$0.82$0.50$0.32
2015Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$3.63$1.60$2.04
2014Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$1.58$0.06$1.52
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.00$1.00$0.10$0.20$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.00$1.10$0.08$0.12$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.00$1.14$0.09$0.09$0.00