2024-09-30T12:47:36-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 1785 INDIAN WOOD CIRCLE MAUMEE OH 43537 990 2023-01-01 341892945 LEGAL AID FOUNDATION OF WESTERN OHIO INC LEGA 4199302511 525 JEFFERSON 300 TOLEDO OH 436041373 HEATHER HALL DEPUTY DIRECTOR 4199302511 2024-09-27 1 0 CAITLIN BAINTER P01985124 4197942000 2024-09-27 2023 2024-10-15 13:58:12Z LAFWO HEATHER HALL 525 JEFFERSON 300 TOLEDO OH 436041373 324979 0 X WWW.ABLELAW.ORG X 1998 OH OPERATES FOR THE BENEFIT OF, PERFORMS THE FUNCTIONS OF AND CARRIES OUT THE PURPOSES OF ADVOCATES FOR BASIC LEGAL EQUALITY, INC. (ABLE) AND OTHER REGIONAL NON-PROFIT 501(C)(3) TAX EXEMPT LEGAL AID SOCIETIES THAT PROVIDE COMPREHENSIVE LEGAL SERVICES TO LOW INCOME RESIDENTS IN WESTERN OHIO AND WHICH THE FOUNDATION DETERMINES IT WILL SUPPORT. 8 8 0 8 0 0 0 0 0 0 24913 188633 0 0 24913 188633 0 0 0 0 0 0 0 0 0 17392 17138 17392 17138 7521 171495 3292460 3478089 0 0 3292460 3478089 X OPERATES FOR THE BENEFIT OF, PERFORMS THE FUNCTIONS OF, AND CARRIES OUT THE PURPOSES OF ADVOCATES FOR BASIC LEGAL EQUALITY, INC., (ABLE) AND OTHER REGIONAL NON-PROFIT 501(C)(3) TAX EXEMPT LEGAL AID SOCIETIES THAT PROVIDE COMPREHENSIVE LEGAL SERVICES TO LOW INCOME RESIDENTS IN WESTERN OHIO AND WHICH THE FOUNDATION DETERMINES IT WILL SUPPORT. 0 0 17138 188633 EXPENSES INCURRED TO SUPPORT REGIONAL NON-PROFIT TAX EXEMPT LEGAL AID SOCIETIES THAT PROVIDE COMPREHENSIVE LEGAL SERVICES TO LOW INCOME RESIDENTS IN WESTERN OHIO. 17138 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 X NIKOLETA COOK 4199302511 525 JEFFERSON SUITE 300 TOLEDO OH 43604 THOMAS J SCHAFFER PRESIDENT 0.50 3.00 X X 0 0 0 CASSANDRA ANDRES RICE VICE PRESIDENT 0.50 3.00 X X 0 0 0 BARRY F LUSE TRUSTEE 0.50 3.00 X 0 0 0 NATHAN TURNER SECRETARY 0.50 3.00 X X 0 0 0 KHADIJAH ALI TRUSTEE 0.50 3.00 X 0 0 0 BRANDON DOBYNS TREASURER 0.50 3.00 X X 0 0 0 NATASHA NEWBERRY TRUSTEE 0.50 0.00 X 0 0 0 CARMEN ORTEGA TRUSTEE 0.50 0.00 X 0 0 0 HEATHER HALL INTERIM EXECUTIVE DIRECTOR 1.00 48.00 X 0 125124 26821 JANET HALES OUTGOING EXECUTIVE DIRECTOR 1.00 49.00 X 0 40374 4621 0 165498 31442 0 0 1 0 0 62078 62078 262901 136346 126555 126555 126555 188633 188633 0 0 16888 16888 FOREIGN TAXES PAID 250 250 17138 17138 0 0 242159 433164 1478931 1592642 203370 228283 1368000 1224000 3292460 3478089 0 0 X 2846564 3032193 445896 445896 3292460 3478089 3292460 3478089 171495 14134 0 X 0 1 X 1 0 X X 2 ABLE 237376131 7 1 0 0 LAWO 341485732 7 0 0 0 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION C, LINE 1: THE FILING ORGANIZATION'S DIRECTORS AND TRUSTEES DO NOT MAKE UP A MAJORITY OF THE GOVERNING BODIES OF THE SUPPORTED ORGANIZATIONS; HOWEVER, THE ORGANIZATION'S MEMBERS DO MAKE UP THE OFFICERS OF THE SUPPORTED ORGANIZATIONS AND THEREFORE POSSESS SIGNIFICANT CONTROL. PART IV, SECTION A, LINE 1 ADVOCATES FOR BASIC LEGAL EQUALITY (ABLE) IS LISTED BY NAME IN THE GOVERNING DOCUMENTS OF THE FILING ORGANIZATION (LAFWO). LEGAL AID OF WESTERN OHIO (LAWO) IS NOT LISTED BY NAME IN THE GOVERNING DOCUMENTS OF LAFWO. THE GOVERNING DOCUMENTS OF LAFWO REFER TO "ABLE AND OTHER REGIONAL NON-PROFIT 501(C)(3) TAX EXEMPT LEGAL AID SOCIETIES THAT PROVIDE COMPREHENSIVE LEGAL SERVICES TO LOW INCOME RESIDENTS IN WESTERN OHIO". LAWO IS THEREFORE DESIGNATED IN LAFWO'S GOVERNING DOCUMENTS BY CLASS AND PURPOSE, AND LAFWO HAS A HISTORIC AND CONTINUING RELATIONSHIP WITH LAWO. PART I, LINE 12G, COLUMN IV SEE EXPLANATION PER PART IV, SECTION A, LINE 1 98662 17928 1067 115523 119160 -19438 1060 98662 104379 15828 1047 119160 91009 100 14333 1063 104379 74963 17007 600 361 91009 1.00000 0 1 1 0 PARNASSUS MID CAP FUND 228283 F 228283 LEGAL AID OF WESTERN OHIO RECEIVABLE 646000 F ADVOCATES FOR BASIC LEGAL EQUALITY RECEIVABLE 578000 F 1224000 X PART X, LINE 2: MANAGEMENT OF THE ORGANIZATION IS REQUIRED TO DETERMINE WHETHER A TAX POSITION OF THE ORGANIZATION IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT OF THE ORGANIZATION IS NOT AWARE OF ANY TAX POSITIONS FOR WHICH IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL SIGNIFICANTLY CHANGE IN THE NEXT TWELVE MONTHS. HOWEVER, MANAGEMENT'S CONCLUSIONS MAY BE SUBJECT TO REVIEW AND ADJUSTMENT AT A LATER DATE BASED ON FACTORS INCLUDING, BUT NOT LIMITED TO, NEW TAX LAWS, REGULATIONS, AND ADMINISTRATIVE INTERPRETATIONS (INCLUDING RELEVANT COURT DECISIONS). THE ORGANIZATION'S FEDERAL TAX RETURNS FOR THE PRIOR THREE YEARS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. NO INTEREST OR PENALTIES WERE INCURRED OR RECOGNIZED IN 2023 OR 2022. 0 0 0 0 0 0 0 0 0 HEATHER HALL INTERIM EXECUTIVE DIRECTOR 0 125124 0 0 0 0 0 7750 0 19071 0 151945 0 0 PART I, LINE 3 THE INTERIM EXECUTIVE DIRECTOR'S COMPENSATION IN 2023 WAS SET IN 2023 AND WAS BASED ON SEVERAL FACTORS, INCLUDING COMPENSATION PAID FOR COMPARABLE POSITIONS IN OTHER SIMILAR ORGANIZATIONS OR PUBLIC ENTITIES. THE HUMAN RESOURCES COMMITTEE REVIEWED THE MATTER AND MADE A RECOMMENDATION TO THE BOARD, WHICH MADE A FINAL DECISION ON THE INTERIM EXECUTIVE DIRECTOR'S SALARY. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S GOVERNING BODY WAS PROVIDED AN ELECTRONIC COPY OF THE FORM 990 WITH A 5-DAY COMMENT PERIOD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. LEGAL AID OF WESTERN OHIO INC 525 JEFFERSON STE 400 TOLEDO OH 43604 341485732 FREE LEGAL ASSISTANCE OH 501(C)(3) LINE 7 N/A 0 ADVOCATES FOR BASIC LEGAL EQUALITY INC 525 JEFFERSON STE 300 TOLEDO OH 43604 237376131 FREE LEGAL ASSISTANCE OH 501(C)(3) LINE 7 N/A 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0