2016-08-03T10:35:54-05:00 2015-12-31 930874157 GROVE MUELLER & SWANK PC 475 COTTAGE STREET NE SUITE 200 SALEM OR 97301 990 2015-01-01 930817536 OREGON LAW FOUNDATION OREG 5036200222 PO BOX 231935 TIGARD OR 972811935 JUDITH BAKER EXECUTIVE DIRECTOR 5036200222 2016-07-05 1 DEVAN W ESCH CPA P00150623 5035817788 2015 2016-12-15 16:53:06Z JUDITH BAKER PO BOX 231935 TIGARD OR 972811935 1975001 0 X WWW.OREGONLAWFOUNDATION.ORG/ X 1981 OR SUPPORTING ACCESS TO JUSTICE, DISTRIBUTING FUNDS FOR LEGAL SERVICES TO PERSONS OF LESSER MEANS. 11 11 0 11 0 0 44272 497622 921281 1022699 92269 95455 0 32572 1057822 1648348 909158 1141444 0 0 71133 77261 0 0 0 127660 131273 1107951 1349978 -50129 298370 1684218 1959298 26430 111016 1657788 1848282 -TO SUPPORT ACCESS TO JUSTICE IN OREGON BY OBTAINING AND DISTRIBUTING FUNDS TO PROVIDE LEGAL SERVICES TO PERSONS OF LESSER MEANS-TO PROMOTE DIVERSITY IN THE LEGAL PROFESSION-TO EDUCATE THE PUBLIC ABOUT THE LAW 0 0 1297127 1141444 1022699 IN ADDITION TO FUNDING GRANTS OF OVER $1,100,000 TO PROVIDE LEGAL AID TO THE POOR, IMPROVE THE ADMINISTRATION OF JUSTICE, AND PROMOTE THE STUDY OF LAW, THE FOUNDATION CONTINUED TO EDUCATE BANKING OFFICIALS AND LAWYERS ABOUT THE IOLTA (INTEREST ON LAWYERS TRUST ACCOUNTS) PROGRAM. 1297127 1 1 0 0 0 1 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 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 X 11 11 0 1 1 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 OR X THE ORGANIZATION 5036200222 PO BOX 231935 TIGARD OR 972811935 TRACI RAY DIRECTOR 1.00 X 0 0 0 KATHARINE WEST DIRECTOR 1.00 X 0 0 0 RANDY COMPTON TREASURER 1.00 X X 0 0 0 CHARLES WILLIAMSON SECRETARY 1.00 X X 0 0 0 TRUNG TU PRESIDENT 1.00 X X 0 0 0 HOWARD ARNETT DIRECTOR 1.00 X 0 0 0 KERRY TYMCHUK ASSISTANT SECRETARY 1.00 X X 0 0 0 ELISE BOUNEFF DIRECTOR 1.00 X 0 0 0 CYNTHIA STARKE PRESIDENT-ELECT 1.00 X X 0 0 0 BRENA MOYER LOPEZ DIRECTOR 1.00 X 0 0 0 HON DAVID SCHUMAN DIRECTOR 1.00 X 0 0 0 JUDITH BAKER EXECUTIVE DIRECTOR 24.00 X 54608 0 18329 54608 0 18329 0 0 0 0 0 497622 497622 IOLTA RECEIPTS 525920 1022699 1022699 1022699 75089 75089 347019 326653 20366 20366 20366 CLASS ACTION SETTLEMEN 900099 32572 32572 32572 1648348 1022699 0 128027 1141444 1141444 77261 77261 30264 30264 7600 7600 12800 12800 67150 67150 3494 3494 1000 1000 1971 1971 2187 2187 IOLTA FEES 4807 4807 1349978 1297127 52851 0 113646 435828 1464358 1410088 106214 113382 1684218 1959298 6911 69810 19519 41206 26430 111016 X 1086277 953762 323009 571511 571511 1657788 1848282 1684218 1959298 298370 -107876 0 X 0 1 X 0 0 X 11454 69608 48333 44272 497622 671289 911690 1184052 1024080 921281 1022699 5063802 923144 1253660 1072413 965553 1520321 5735091 0 0 0 5735091 44494 40485 47826 83970 75089 291864 44494 40485 47826 83970 75089 291864 9453 32 32572 42057 967638 1303598 1120271 1049523 1627982 6069012 0.94500 0.94980 0.04810 0.04850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2 53005 49785 3220 1 1 571511 -8416 8416 571511 571511 48005 48005 571511 571511 124838 124838 571511 571511 75530 75530 571511 602371 350 31210 571511 1.00000 0 0 0 ACCRUED INTEREST RECEIVABLE 93382 DONATED ART 20000 113382 DUE TO OREGON STATE BAR 41206 41206 X 1535665 -107876 -107876 1643541 4807 4807 1648348 1345171 0 1345171 4807 4807 1349978 PART V, LINE 4: THE EARNINGS FROM THE ENDOWMENT WILL BE TRANSFERRED TO THE GENERAL FUND AND BE AVAILABLE FOR DISTRIBUTION TO GRANTEES. PART X, LINE 2: THE FOUNDATION FOLLOWS THE PROVISIONS ACCOUNTING STANDARDS CODIFICATION (ASC) ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES 740. ASC 740 PRESCRIBES A THRESHOLD FOR DETERMINING WHEN AN INCOME TAX BENEFIT CAN BE RECOGNIZED, WHICH IS A HIGHER THRESHOLD THAN THE ONE IMPOSED FOR CLAIMING DEDUCTIONS ON INCOME TAX RETURNS. ASC 740 DOES NOT HAVE ANY SIGNIFICANT IMPACT ON THE FOUNDATION'S FINANCIAL STATEMENTS. THE FOUNDATION'S FEDERAL AND STATE INCOME TAX RETURNS ARE SUBJECT TO POSSIBLE EXAMINATION BY THE TAXING AUTHORITIES UNTIL THE EXPIRATION OF THE RELATED STATUTES OF LIMITATIONS ON THOSE TAX RETURNS. IN GENERAL, THE FEDERAL AND STATE INCOME TAX RETURNS HAVE A THREE YEAR STATUTE OF LIMITATIONS. THE FOUNDATION WOULD RECOGNIZE ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX PROVISIONS, IF ANY, AS PART OF THE INCOME TAX PROVISION. PART XI, LINE 4B - OTHER ADJUSTMENTS: IOLTA SERVICE CHARGES 4,807. PART XII, LINE 4B - OTHER ADJUSTMENTS: IOLTA SERVICE CHARGES 4,807. 1 CATHOLIC CHARITIES 901 SE OAK STREET SUITE 105 PORTLAND OR 97214 930386801 501(C)(3) 17000 FUNDING TO ADD ATTORNEY FOR ASYLUM SEEKERS AND OFFICE SPACE CENTER FOR NON PROFIT LEGAL SERVICES PO BOX 1586 MEDFORD OR 97501 237227761 501(C)(3) 29458 FUNDING TO PROVIDE LEGAL SERVICES TO LOW INCOME OREGONIANS HOOD RIVER VALLEY LEGALIZATION PROJECT PO BOX 830 HOOD RIVER OR 97031 931105692 501(C)(3) 9000 FUNDING TO PROVIDE CONSULTATION ON IMMIGRATION AND NATURALIZATION MATTERS IMMIGRATION COUNSELING SERVICE PO BOX 40248 PORTLAND OR 97240 930696480 501(C)(3) 38000 FUNDING TO PROVIDE IMMIGRANT LEGAL SERVICES TO LOW INCOME FAMILIES LANE COUNTY LAW AND ADVOCACY CENTER 376 E 11TH AVENUE EUGENE OR 97401 931189114 501(C)(3) 73645 FUNDING TO PROVIDE LEGAL SERVICES TO LOW INCOME OREGONIANS LEGAL AID SERVICES OF OREGON 921 SW WASHINGTON SUITE 570 PORTLAND OR 97205 930635480 501(C)(3) 278980 FUNDING TO PROVIDE LEGAL SERVICES TO LOW INCOME OREGONIANS NORTHWEST EMPLOYMENT EDUCATION AND DEFENSE FUND 917 SW OAK SUITE 412 PORTLAND OR 97205 061669649 501(C)(3) 18000 FUNDING TO PROVICE EDUCATION AND LEGAL REPRESENTATION TO IMMIGRANT WORKERS OREGON LAW CENTER 921 SW WASHINGTON SUITE 516 PORTLAND OR 97205 931194564 501(C)(3) 452166 FUNDING TO PROVIDE LEGAL SERVICES TO LOW INCOME OREGONIANS ST ANDREW LEGAL CLINIC 807 NE ALBERTA STREET PORTLAND OR 97211 930739368 501(C)(3) 105000 FUNDING TO PROVIDE LEGAL SERVICES TO LOW INCOME RESIDENTS OF METROPOLITAN PORTLAND LAWYERS' CAMPAIGN FOR EQUAL JUSTICE 921 SW WASHINGTON PORTLAND OR 97205 931193792 501(C)(3) 22500 FUNDING TO PROVIDE LEGAL SERVICES TO LOW INCOME OREGONIANS MULTNOMAH VOLUNTEER LAWYERS PROJECT 921 SW WASHINGTON SUITE 570 PORTLAND OR 97205 930635480 501(C)(3) 10000 GENERAL PROGRAM SUPPORT DISABILITY RIGHTS OREGON 610 SW BROADWAY STE 200 PORTLAND OR 97205 930686170 501(C)(3) 33500 FUNDING TO PROVIDE SERVICES TO OREGONIANS WITH DISABILITIES. OREGON STATE BAR OLIO PROGRAM 16037 SW UPPER BOONES FERRY RD TIGARD OR 97224 930601174 50695 FUNDING FOR RECRUITING AND RETAINING PROGRAMS TO INCREASE RACIAL AND ETHNIC MINORITY DIVERSITY OF THE OREGON STATE BOARD OPPORTUNITIES FOR LAW IN OREGON. 13 PART I, LINE 2: AS A CONDITION FOR ACCEPTING A GRANT, EACH GRANTEE, AT THE END OF THE GRANT PERIOD, IS REQUIRED TO PROVIDE THE FOUNDATION WITH AN AUDIT REPORT THAT COVERS THE GRANT PERIOD, PREPARED BY A CPA. THE AUDIT IS TO BE COMPLETED WITHIN SIX MONTHS FOLLOWING THE END OF THE GRANT PERIOD, UNLESS A WRITTEN REQUEST FOR AN EXTENSION IS APPROVED BY THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 3 THE FOUNDATION IS MANAGED WITHIN THE GUIDELINES OF A CONTRACTUAL AGREEMENT WITH THE OREGON STATE BAR, WHO PROVIDES FACILITIES, EQUIPMENT, ADMINISTRATIVE ASSISTANCE AND MANAGEMENT SERVICES. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION IS NO LONGER A MEMBER TYPE ORGANIZATION, AND THEY MADE CHANGES TO THE MAXIMUM NUMBER OF BOARD MEMBERS AND TERM LIMITS FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS REVIEWED BY THE TREASURER BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS ANNUALLY REVIEW THE CONFLICT OF INTEREST POLICY, AND SIGN OFF THAT THEY HAVE READ IT, UNDERSTAND IT, AND WILL DISCLOSE ANY KNOWN CONFLICTS. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.