Civic Intelligence

Ohio Legal Assistance Foundation Inc

EIN 46-4044686 • 501(c)3 • Columbus, OH

Profile

The ohio legal assistance foundation, inc. Is committed to equal access to justice and works to ensure that resources, programs, and services exist statewide to serve the unmet civil legal needs of low-income ohioans.

88 E Broad St 720Columbus, OH 43215

www.olaf.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

36th percentile

0.10x

Higher debt load relative to assets than 36% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

45th percentile

0.23x

Higher debt load relative to revenue than 45% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Net Margin

78th percentile

25%

Higher net margin than 78% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

36th percentile

$210,845

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Asset Growth

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

62nd percentile

14%

Faster revenue growth than 62% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Assets

Up

$42,187,714

Up $4,684,051 (+12%) from 2024

Liabilities

Down

$4,317,035

Down $843,624 (-16%) from 2024

Net Assets

Up

$37,870,679

Up $5,527,675 (+17%) from 2024

Revenue

Up

$19,007,633

Up $2,271,526 (+14%) from 2024

Expenses

Up

$14,316,731

Up $4,340,624 (+44%) from 2024

Net Income

Down

$4,690,902

Down $2,069,098 (-31%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2015: $8,191,516Liabilities 2015: $516,174Net Assets 2015: $7,675,3422015Assets 2016: $21,544,601Liabilities 2016: $486,112Net Assets 2016: $21,058,4892016Assets 2017: $20,538,483Liabilities 2017: $653,310Net Assets 2017: $19,885,1732017Assets 2018: $19,880,112Liabilities 2018: $1,219,944Net Assets 2018: $18,660,1682018Assets 2019: $20,000,555Liabilities 2019: $387,960Net Assets 2019: $19,612,5952019Assets 2020: $17,555,865Liabilities 2020: $342,056Net Assets 2020: $17,213,8092020Assets 2021: $19,214,874Liabilities 2021: $333,763Net Assets 2021: $18,881,1112021Assets 2022: $23,293,407Liabilities 2022: $413,802Net Assets 2022: $22,879,6052022Assets 2023: $30,776,329Liabilities 2023: $7,045,550Net Assets 2023: $23,730,7792023Assets 2024: $37,503,663Liabilities 2024: $5,160,659Net Assets 2024: $32,343,0042024Assets 2025: $42,187,714Liabilities 2025: $4,317,035Net Assets 2025: $37,870,6792025

Highlighted filing

2025

Assets$42,187,714
Liabilities$4,317,035
Net Assets$37,870,679

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MRevenue 2015: $4,515,992Expenses 2015: $4,903,486Net Income 2015: -$387,4942015Revenue 2016: $18,500,703Expenses 2016: $5,314,621Net Income 2016: $13,186,0822016Revenue 2017: $6,352,241Expenses 2017: $7,525,557Net Income 2017: -$1,173,3162017Revenue 2018: $5,895,577Expenses 2018: $7,232,938Net Income 2018: -$1,337,3612018Revenue 2019: $6,847,283Expenses 2019: $6,556,007Net Income 2019: $291,2762019Revenue 2020: $6,726,973Expenses 2020: $8,812,058Net Income 2020: -$2,085,0852020Revenue 2021: $7,585,888Expenses 2021: $7,307,875Net Income 2021: $278,0132021Revenue 2022: $20,940,760Expenses 2022: $14,508,436Net Income 2022: $6,432,3242022Revenue 2023: $8,720,432Expenses 2023: $9,293,624Net Income 2023: -$573,1922023Revenue 2024: $16,736,107Expenses 2024: $9,976,107Net Income 2024: $6,760,0002024Revenue 2025: $19,007,633Expenses 2025: $14,316,731Net Income 2025: $4,690,9022025

Highlighted filing

2025

Revenue$19,007,633
Expenses$14,316,731
Net Income$4,690,902

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$22,351,602
Mission and Program Overview

Mission

The Foundation is a nonprofit Ohio foundation committed to improving access to justice and ensuring that legal aid societies and other resources, programs and services address the unmet civil legal needs of low-income and underserved Ohioans.

The Foundation improves access to justice, funding civil legal aid and other programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$28,008,276$31,470,675▲ $3,462,399
Savings and Temporary Cash Investments$7,561,808$8,901,802▲ $1,339,994
Accounts Receivable$1,084,814$1,068,799▼ $16,015
Cash and Non-Interest-Bearing Accounts$123,257$160,203▲ $36,946
Prepaid Expenses and Deferred Charges$85,420$62,479▼ $22,941
Land, Buildings, and Equipment, Net$64,524$54,590▼ $9,934
Total Assets$37,503,663$42,187,714▲ $4,684,051
Other Assets Total$575,564$469,166▼ $106,398
Liabilities
Deferred Revenue$3,772,213$1,994,595▼ $1,777,618
Grants Payable$520,338$1,189,360▲ $669,022
Other Liabilities$816,966$1,071,524▲ $254,558
Accounts Payable and Accrued Expenses$51,142$61,556▲ $10,414
Total Liabilities$5,160,659$4,317,035▼ $843,624
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$32,036,108$37,394,810▲ $5,358,702
Net Assets With Donor Restrictions$306,896$475,869▲ $168,973
Total Net Assets Fund Balance$32,343,004$37,870,679▲ $5,527,675
Total Liabilities and Net Assets / Fund Balance$37,503,663$42,187,714▲ $4,684,051

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$26,230$127,279$153,509
Equipment$22,392$13,115$35,507
Leasehold Improvements$5,968$12,149$18,117
Other Securities$7,998,139--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Angela M LloydExecutive DirectorFT$182,948$27,897$210,845
Yukiko YeeGeneral Counsel and Chief Operating OfficerFT$119,219$57,003$176,222
Yukiko YeeGeneral Counsel and Chief Operating-$119,219$57,003$176,222
Myrna M BurgaController and Human Resources CoordinatorFT$105,544$15,591$121,135

Board Members and Trustees

NameTitle
Jennifer DayImmediate Past President
Paula Boggs MuethingPresident
Mary Amos AugsburgerVice President
Ann BergenBoard Member
Charles GerhardtBoard Member
Cheryl GrossmanBoard Member
Christopher DaveyBoard Member
DJ SwearingenBoard Member
Dean WilsonBoard Member
Elizabeth MillerBoard Member
Gary LepplaBoard Member
Joe DawsonBoard Member
John EklundBoard Member
John PinneyBoard Member
Jon HollingsworthBoard Member
Jordan MillerBoard Member
Josh WilliamsBoard Member
Justice Daniel HawkinsBoard Member
Kimberly ShumateBoard Member
Lee FisherBoard Member
Matthew DonahueBoard Member
Michele ReynoldsBoard Member
Nathan ManningBoard Member
Richard PogueBoard Member
Richard WrightBoard Member
Ron JohnsonBoard Member
Sally BloomfieldBoard Member
Scott GreenwoodBoard Member
Shawn BuskenBoard Member
Sherry MaxfieldBoard Member
Stephanie MitticaBoard Member
Stephen BuchenrothBoard Member
Stuart CubbonBoard Member
Susan DiMickeleBoard Member
Thomas EagleBoard Member
Thomas RobertsBoard Member
Vallie Bowman-EnglishBoard Member
William DowlingBoard Member
William KlattBoard Member
William WeisenbergBoard Member
P Kelly TompkinsSecretary
Justice Melody StewartSupreme Court Liaison
Howard Harcha IIITreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,745,677
Program Service Revenue
$11,799,483
Investment Income
$2,458,009
Other Revenue
$4,464
All Other Contributions
$185,829
Change in Net Assets
$4,690,902

Audited Revenue Reconciliation

Revenue per Audited Statements
$18,880,485
Revenue Not Reported on Financial Statements
$127,148
Revenue Not Reported on Form 990
$925,378
Total Revenue per Audited Statements
$19,805,863
Total Revenue per Form 990
$19,007,633
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$11,855,446
Salaries, Compensation, and Employee Benefits$1,526,980
Other Expenses$934,305
Total Fundraising Expense$60,103
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$11,551,014--$11,551,014
Other Salaries and Wages$685,680$117,382$16,998$820,060
Current Officers, Directors, Trustees, and Key Employees$269,171$98,285$32,595$400,051
Fees for Services Other$195,007$137,673-$332,680
Grants to Domestic Individuals$304,432--$304,432
Fees for Service Investment Mgmnt Fees-$127,148-$127,148
Other Employee Benefits$102,825$20,888$754$124,467
Occupancy$88,900$20,031$3,330$112,261
Pension Plan Contributions$81,948$14,938$1,989$98,875
Payroll Taxes$66,192$14,270$3,065$83,527
Information Technology$27,711$50,674$397$78,782
Conferences and Meetings$44,201$18,206-$62,407
Office Expenses$22,800$31,197$555$54,552
Fees for Services Accounting-$51,315-$51,315
Fees for Services Lobbying$45,750--$45,750
Depreciation Depletion$23,620$1,678$290$25,588
Insurance$14,224$8,665-$22,889
Travel$9,654--$9,654
Other Expenses$3,247$773$130$4,150
Advertising$1,093$1,435-$2,528
Total Functional Expenses$13,541,373$715,255$60,103$14,316,731

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$14,316,731
Total Expenses per Audited Statements$14,278,188
Expenses per Audited Statements$14,189,583
Expenses Not Reported on Financial Statements$127,148
Expenses Not Reported on Form 990$88,605
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Advocates for Basic Legal EqualityToledo, OH501(c)(3)Funding to support civil legal services for low-income Ohioans.$1,723,305
Legal Aid of Southeast and Central OhioColumbus, OH501(c)(3)Funding to support civil legal services for low-income Ohioans.$1,481,925
Ohio Legal HelpColumbus, OH501(c)(3)Funding to support civil legal information and referral for low-income Ohioans.$1,092,900
Catholic Charities CorpCleveland, OH501(c)(3)Funding to support civil legal services for low-income Ohioans.$1,019,973
Legal Aid Society of ClevelandCleveland, OH501(c)(3)Funding to support civil legal services for low-income Ohioans.$931,593
US Committee for Refugees and ImmigrantsCleveland, OH501(c)(3)Funding to support civil legal services for low-income Ohioans.$880,069
Legal Aid Society of Greater CincinnatiCincinnati, OH501(c)(3)Funding to support civil legal services for low-income Ohioans.$528,134
Community Refugee and Immigration Services IncColumbus, OH501(c)(3)Funding to support civil legal services for low-income Ohioans.$485,051
Catholic Charities of Southwest OhioSteubenville, OH501(c)(3)Funding to support civil legal services for low-income Ohioans.$471,025
Community Legal AidAkron, OH501(c)(3)Funding to support civil legal services for low-income Ohioans.$465,345
International Institute of AkronAkron, OH501(c)(3)Funding to support civil legal services for low-income Ohioans.$439,721
US Together IncColumbus, OH501(c)(3)Funding to support civil legal services for low-income Ohioans.$411,299
Pro SeniorsCincinnati, OH501(c)(3)Funding to support civil legal services for low-income Ohioans.$376,565
Fair Housing Opportunities of Northwest OhioToledo, OH501(c)(3)Funding to support civil legal services for low-income Ohioans.$276,360
Equality Ohio Education FundColumbus, OH501(c)(3)Funding to support civil legal services for low-income Ohioans.$258,250
Asian Services in Action IncAkron, OH501(c)(3)Funding to support civil legal services for low-income Ohioans.$207,000
Legal Aid of Western OhioToledo, OH501(c)(3)Funding to support civil legal services for low-income Ohioans.$182,000
Ohio Justice and Policy CenterCincinnati, OH501(c)(3)Funding to support civil legal services for low-income Ohioans.$126,000
Legal Works IncCleveland, OH501(c)(3)Funding to support civil legal services for low-income Ohioans.$107,000
Social Services for the Arab CommunityToledo, OH501(c)(3)Funding to support civil legal services for low-income Ohioans.$75,500
Cleaveland Metripolitan Bar FoundationCleveland, OH501(c)(3)Funding to support civil legal services for low-income Ohioans.$7,000
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
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Liabilities$578,398
Operating Lease Liability$489,018
Client Funds$4,108
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
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 11B

The Foundation's Audit Committee, as charged by the Foundation Board, reviews and approves a final draft of the 990. The full Board receives and reviews the 990 prior to the 990 being signed and filed with the IRS. The Foundation's most recently filed 990 is posted on its website.

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

The Foundation's conflict of interest policy and procedures extends to all Directors and Officers, who must annually complete and sign "The Ohio Access to Justice Foundation Annual Business Relationship and Conflict of Interest Disclosure Form." Determinations of whether an actual conflict exists are made by the Board through a majority vote which excludes the vote of a potentially conflicted Director. No Director or Officer may preside over, vote on, or participate in any deliberation of any matter in which such Director or Officer has a conflict or potential conflict of interest.

Form 990, Part VI, Section B, line 15A

The Executive Committee of the Board reviews the Executive Director's performance and compensation annually. As a basis for comparison, the committee reviews executive director compensation for comparable nonprofit organizations in Ohio and nationally through composite salary surveys. The Board meets in executive session at a duly called meeting and, per the recommendation of the Executive Committee, approves any salary increases for the Executive Director.

Form 990, Part VI, Section C, line 19

The Foundation makes its governing documents available to the public on its website, https://www.ohiojusticefoundation.org, including the annual business relationship and conflict of interest disclosure policy and procedure, annual report, and latest Form 990. The Foundation makes other documents available upon request.

Filing and Contact Details

Filer

Filer Name
Ohio Access to Justice Foundation
EIN
46-4044686
Phone
6147158560
Address
88 E Broad St 720, Columbus, OH 43215

Signing Officer

Name
Angela M Lloyd
Title
Executive Director
Phone
6147158560
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Angela M Lloyd
Formed
2013
Legal Domicile
Oh
Voting Board Members
38
Independent Board Members
38
Employees
14
Volunteers
160

Preparer

Firm
Plante & Moran Pllc
Address
250 S High St Suite 100, Columbus, OH 43215
Preparer
Amy Ciminello
Phone
6148493000
Supplemental Narrative

Additional Explanations

Form 990, Part III, 4A Legal Services and Access to Justice Support:

As the official, statewide entity recognized by the Supreme Court of Ohio for advancing access to justice, the Foundation collaborates with the Court and other statewide justice partners including the Ohio Judicial Conference, the Ohio State Bar Association, and Ohio legal aids to make Ohio more just and equitable. The Foundation is the largest funder of civil legal aid in Ohio. Civil legal aid provides skilled lawyers to assist Ohioans who are low-income or lack access, helping them address critical civil legal matters that impact their ability to live safe, stable, and financially secure lives. Through its grantmaking, the Foundation funds efforts that help veterans secure benefits they have earned through their service; enable seniors to maintain their independence and financial security; empower survivors of domestic violence to achieve safety and security; support families impacted by substance abuse disorders; and ensure children receive the supports they need to succeed in school. Additionally, Foundation funding advances legal assistance for record sealing and drivers' license reinstatement efforts, which not only help individual Ohioans, but which strengthen Ohio's workforce. In FY25, the Foundation oversaw distribution of $38.8 million in Interest on Lawyer's Trust Accounts (IOLTA), Interest on Trust Accounts (IOTA), and filing fee revenue, and granted out an additional $11.5 million from the Ohio Access to Justice Foundation Fund, thereby supporting legal services in Ohio with $50.3 million in funding. Over $1.7 million in grants was directed to helping newly arrived Ukrainians who fled the war in Ukraine stabilize themselves and their families in Ohio. As a result of the Foundation's funding, Ohio's civil legal service nonprofits succeeded in providing legal information, advice, or representation in over 65,000 civil matters and assisted over 153,000 Ohioans, including 64,016 children, 20,485 persons with disabilities, 4,400 veterans, and 20,822 seniors. The Foundation also furthers its mission to improve access to justice by developing and supporting innovative services to help Ohioans who face legal challenges. The Foundation is the single, largest funder of Ohio Legal Help, an independent nonprofit organization which operates a state-of-the-art web portal that provides all Ohioans with meaningful access to reliable legal information and trustworthy legal referrals. Ohio Legal Help is available 24 hours a day in all 88 counties. During FY25, Ohio Legal Help served over 767,000 Ohioans across the state. The Foundation also operates the Ohio Justice Bus; a mobile civil legal office and technology hotspot that delivers brief advice clinics to low-income Ohioans in rural and other areas with limited access to civil legal services. See Schedule O, Part III, 4c, Pro Bono and Ohio Justice Bus for additional details. Through Neighborhood Stabilization Grants, the Foundation promotes both development and redevelopment in targeted Ohio communities. Since 2017, the Foundation has awarded $14.9 million to support transactional legal work that empowers Ohioans and community groups to revitalize their neighborhoods. Neighborhood Stabilization grants have historically supported new business development, the implementation of solar power, and the restoration of affordable housing. Beginning in FY25, Ohio Attorney Unclaimed Funds received from the Ohio Department of Commerce, Division of Unclaimed Funds, have allowed this program to further address housing needs statewide by supporting affordable and healthy housing initiatives, and promoting homeownership in partnership with legal aid and community organizations. In addition, the Foundation offers two-year Justice for All Fellowships to outstanding law graduates who are passionate about public service and determined to address emergent legal needs. These young lawyers serve at civil legal service organizations across Ohio. Fellows focus their work on civil legal issues which adv

Form 990, Part III, 4C, Pro Bono and Ohio Justice Bus

Through a generous grant from the Supreme Court of Ohio, the Foundation works at the statewide level to increase pro bono participation in delivering civil legal services to low-income Ohioans. One of the successful statewide pro bono initiatives developed by the Foundation is the Ohio Justice Bus. During FY25, the Ohio Justice Bus held 102 clinics serving over 650 Ohioans. Seventy percent of the Bus' clinics were held in Ohio's most underserved counties where the ratio of attorneys to the county population is less than 1:700. The clinics provided brief advice and information for communities in need of civil legal services. The Bus operates across the state, including regularly recurring clinics in Adams, Ashtabula, Brown, Clermont, Delaware, Franklin, Hamilton, Montgomery, Sandusky, and Summit counties. Volunteer attorneys provide legal advice at these events, addressing legal issues including divorce, custody, record sealing, certificates of qualification for employment, and driver's license reinstatement. In its effort to increase pro bono engagement in Ohio, the Foundation publicly promotes and recognizes pro bono efforts throughout the state to encourage and grow pro bono involvement. The Foundation works to find meaningful ways to engage the legal community starting at law school and continuing through retirement from active law practice. In collaboration with the Supreme Court of Ohio, the Foundation recognizes graduating law students for their pro bono efforts with certificates of achievement and recognition at the bar admissions ceremony. The Foundation also administers and publishes an annual pro bono report which champions the successes of Ohio's pro bono lawyers. To simplify access to volunteer opportunities, in FY25 the Foundation launched Pro Bono Ohio, a free and user-friendly website to locate statewide pro bono opportunities. The new site, which is maintained by the Foundation, allows attorneys to filter pro bono opportunities by area of law, level of service, and time commitment, so that attorneys can find an opportunity that fits their interests and schedule. Each year, the Foundation presents an annual Presidential Award to recognize outstanding efforts to improve access to justice in Ohio. In 2025, the Foundation award went to Thomson Hine's Dayton office for its work with the Greater Dayton Volunteer Lawyers Project to address the legal needs of individuals facing landlord-tenant disputes. The firm serves nearly 100 people every year and has significantly improved housing stability for low-income individuals and families in the greater Dayton area. During FY25, the Foundation also presented the Elam Award, which recognizes an attorney who selflessly donates their time and talent to pro bono causes. In 2025, the Elam Award went to the Honorable Mary Jane Trapp, who devoted her career to public service and encouraged pro bono volunteerism throughout the community.

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