Civic Intelligence

National Association of Iolta Programs

990EZ • Fiscal year 2016 • EIN 36-3519507

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 23, 2017

Organization ProfileN/A
180 North Stetson Avenue No 200Chicago, IL 60601

(312) 938-3076

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

54th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

89th percentile

39%

Higher net margin than 89% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

82nd percentile

39%

Faster asset growth than 82% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2016

Revenue Growth

18th percentile

-28%

Faster revenue growth than 18% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2016

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$487,825

Up $31,683 (+6.9%) from 2015

Net Assets

Up

$487,825

Up $31,683 (+6.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin89th percentile

Revenue

Down

$82,124

Down $281,331 (-77%) from 2015

Expenses

Down

$50,441

Down $109,417 (-68%) from 2015

Net Income

Down

$31,683

Down $171,914 (-84%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

2016

Assets$487,825
Liabilities$0
Net Assets$487,825
Open 2016 Filing

Operations Trend

Revenue Growth18th percentile

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

2016

Revenue$82,124
Expenses$50,441
Net Income$31,683
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 23, 2017
Return Version
2015v3.0
Gross Receipts
$82,124
Mission and Program Overview

Mission

ASSIST IOLTA PROGRAMS

To coordinate the IOLTA programs in each state, District of Columbia and Virgin Islands.

Program Services

DescriptionGrantsExpenses
CONDUCTED MEETINGS AND DISTRIBUTED INFORMATION REGARDING LEGAL SERVICES TO INDIGENTS, GRANTMAKING, FUND-RAISING, ADMINISTRATION, PUBLIC RELATIONS, LEGAL ISSUES AND OTHER MATTERS.$0$47,890
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES DUNLAPPresident-$0--
JUDITH BAKERVice President-$0--
DAVID HOLTERMANNTreasurer-$0--
STEPHANIE CHOYSecretary-$0--
KIM PAULDINGImmed Past President-$0--
AMY JOHNSONBoard Member-$0--
STEPHANIE LIBHARTBoard Member-$0--
KIRRA JARRATTBoard Member-$0--
ANGELA LLOYDBoard Member-$0--
DeETTE TOMLINSONBoard Member-$0--
RICHARD WINDERBoard Member-$0--
ROBERT J LeCLAIRBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
National Association of IOLTA Programs
EIN
36-3519507
Phone
3129383076
Address
180 North Stetson Avenue No 200, Chicago, IL 60601

Signing Officer

Name
David Holtermann
Title
Treasurer
Phone
3129383076
Signed
2017-01-23
Discuss with paid preparer
Yes

Preparer

Firm
Jackson Thornton & Co PC
Address
PO Box 96, Montgomery, AL 36101-0096
Preparer
Lucinda S Chappelle
Phone
3348347660
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8 - Other Revenue

“Description: INTEREST. Amount: 1,274.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: CONFERENCE SUPPORT. Grantee Name: ARIZONA BAR FOUNDATION. Grantee Address: 4201 N 24TH STREET; STE 210 PHOENIX, AZ 85016. Grantee Relationship: NONE. Date of Gift: 09/02/15. Amount Given: 1,954.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: CONFERENCE SUPPORT. Grantee Name: MONTANA JUSTICE FOUNDATION. Grantee Address: PO BOX 1917 HELENA, MT 59624. Grantee Relationship: NONE. Date of Gift: 04/25/16. Amount Given: 2,000.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: CONFERENCE SUPPORT. Grantee Name: OHIO LEGAL ASSISTANCE FOUNDATION. Grantee Address: 10 W BROAD STREET; STE 950 COLUMBUS, OH 43215. Grantee Relationship: NONE. Date of Gift: 09/02/15. Amount Given: 1,000.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: CONFERENCE SUPPORT. Grantee Name: SOUTH CAROLINA BAR FOUNDATION. Grantee Address: PO BOX 608 COLUMBIA , SC 29202. Grantee Relationship: NONE. Date of Gift: 09/02/15. Amount Given: 1,000.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: CONFERENCE SUPPORT. Grantee Name: CHARLES HEY-MAESTRE. Grantee Relationship: NONE. Date of Gift: 04/25/16. Amount Given: 1,000.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: CONFERENCE SUPPORT. Grantee Name: EQUAL JUSTICE WYOMING FOUNDATION. Grantee Address: 2300 CAPITOL AVENUE; 1ST FL CHEYENNE, WY 82002. Grantee Relationship: NONE. Date of Gift: 04/25/16. Amount Given: 1,000.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: cONFERENCE SUPPORT. Grantee Name: OREGON LAW FOUNDATION. Grantee Address: PO BOX 231935 TIGARD, OR 97281. Grantee Relationship: nONE. Date of Gift: 09/02/15. Amount Given: 1,000. Total included on Form 990-EZ, line 10: 8,954.”

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: SPRING CONFERENCE. Amount: 37,007. Description: Travel. Amount: 1,679. Description: Website Support. Amount: 250. Description: Supplies. Amount: 942. Description: Other Miscellaneous. Amount: 13. Total to Form 990-EZ, line 16: 39,891.”

Raw XML Appendix234 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum03129383076
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0180 North Stetson Avenue No 200
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Chicago
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060601
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0456142
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IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt08954
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IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt05850
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0456142
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0487825
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0487825
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHARLES DUNLAP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JUDITH BAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID HOLTERMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEPHANIE CHOY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KIM PAULDING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5AMY JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6STEPHANIE LIBHART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KIRRA JARRATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ANGELA LLOYD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9DeETTE TOMLINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10RICHARD WINDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11ROBERT J LeCLAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE pRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4IMMED PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5board member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Board member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Board member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Board member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10board member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Board member
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt039891
IRS990EZ/OtherRevenueTotalAmt01274
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To coordinate the IOLTA programs in each state, District of Columbia and Virgin Islands.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONDUCTED MEETINGS AND DISTRIBUTED INFORMATION REGARDING LEGAL SERVICES TO INDIGENTS, GRANTMAKING, FUND-RAISING, ADMINISTRATION, PUBLIC RELATIONS, LEGAL ISSUES AND OTHER MATTERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt047890
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt050441
IRS990EZ/TotalProgramServiceExpensesAmt047890
IRS990EZ/TotalRevenueAmt082124
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05850
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03825
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07575
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08475
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07875
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt033600
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01274
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0525
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0340
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0148
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02287
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01274
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0525
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02287
IRS990ScheduleA/InvestmentIncomeCYPct00.06220
IRS990ScheduleA/InvestmentIncomePYPct00.02650
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0911
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0911
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.91310
IRS990ScheduleA/PublicSupportPY509Pct00.94970
IRS990ScheduleA/PublicSupportTotal509Amt033600
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05850
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt07575
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt08475
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt07875
IRS990ScheduleA/Total509Grp/TotalAmt033600
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt07124
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04350
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt07915
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt09534
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt07875
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt036798
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: INTEREST. Amount: 1,274.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: CONFERENCE SUPPORT. Grantee Name: ARIZONA BAR FOUNDATION. Grantee Address: 4201 N 24TH STREET; STE 210 PHOENIX, AZ 85016. Grantee Relationship: NONE. Date of Gift: 09/02/15. Amount Given: 1,954.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Classification: CONFERENCE SUPPORT. Grantee Name: MONTANA JUSTICE FOUNDATION. Grantee Address: PO BOX 1917 HELENA, MT 59624. Grantee Relationship: NONE. Date of Gift: 04/25/16. Amount Given: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Activity Classification: CONFERENCE SUPPORT. Grantee Name: OHIO LEGAL ASSISTANCE FOUNDATION. Grantee Address: 10 W BROAD STREET; STE 950 COLUMBUS, OH 43215. Grantee Relationship: NONE. Date of Gift: 09/02/15. Amount Given: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Activity Classification: CONFERENCE SUPPORT. Grantee Name: SOUTH CAROLINA BAR FOUNDATION. Grantee Address: PO BOX 608 COLUMBIA , SC 29202. Grantee Relationship: NONE. Date of Gift: 09/02/15. Amount Given: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Activity Classification: CONFERENCE SUPPORT. Grantee Name: CHARLES HEY-MAESTRE. Grantee Relationship: NONE. Date of Gift: 04/25/16. Amount Given: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Activity Classification: CONFERENCE SUPPORT. Grantee Name: EQUAL JUSTICE WYOMING FOUNDATION. Grantee Address: 2300 CAPITOL AVENUE; 1ST FL CHEYENNE, WY 82002. Grantee Relationship: NONE. Date of Gift: 04/25/16. Amount Given: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Activity Classification: cONFERENCE SUPPORT. Grantee Name: OREGON LAW FOUNDATION. Grantee Address: PO BOX 231935 TIGARD, OR 97281. Grantee Relationship: nONE. Date of Gift: 09/02/15. Amount Given: 1,000. Total included on Form 990-EZ, line 10: 8,954.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description: SPRING CONFERENCE. Amount: 37,007. Description: Travel. Amount: 1,679. Description: Website Support. Amount: 250. Description: Supplies. Amount: 942. Description: Other Miscellaneous. Amount: 13. Total to Form 990-EZ, line 16: 39,891.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID HOLTERMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03129383076
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0National Association of IOLTA Programs
ReturnHeader/Filer/BusinessNameControlTxt0NATI
ReturnHeader/Filer/EIN0363519507
ReturnHeader/Filer/PhoneNum03129383076
ReturnHeader/Filer/USAddress/AddressLine1Txt0180 North Stetson Avenue No 200
ReturnHeader/Filer/USAddress/CityNm0Chicago
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060601
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631035228
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jackson Thornton & Co PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 96
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Montgomery
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0361010096
ReturnHeader/PreparerPersonGrp/PhoneNum03348347660
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lucinda S Chappelle
ReturnHeader/ReturnTs02017-01-24T16:35:40-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$487,825
Liabilities
$0
Net assets
$487,825
Revenue
$82,124
Expenses
$50,441
Net income
$31,683
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