STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

PENNSYLVANIA INTEREST ON LAWYER TRUST ACCOUNT BOARD: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
PENNSYLVANIA INTEREST ON LAWYER TRUST ACCOUNT BOARD (EIN 25-1802119)
Tax period
2024-07-01 to 2025-06-30
Filed
2025-12-09
IRS object ID
202533439349301113
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-12-09T11:10:05-06:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN251622758PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MAHER DUESSEL CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14250 CRUMS MILL ROAD SUITE 302AddressLine1Txt
CityHARRISBURGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17112ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN251802119EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PENNSYLVANIA INTEREST ON LAWYERBusinessNameLine1Txt
Business Name Line2TRUST ACCOUNTS BOARDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPENNBusinessNameControlTxt
Phone7172382001PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 COMMONWEALTH AVENUE 2400AddressLine1Txt
CityHARRISBURGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP171200901ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHANIE S LIBHARTPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone7172382001PhoneNum
Signature2025-12-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJONATHAN C MENTZERPreparerPersonNm
PTINP01795412PTIN
Phone7172321230PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSTEPHANIE S LIBHARTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 COMMONWEALTH AVENUE 2400AddressLine1Txt
CityHARRISBURGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP171200901ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$85,984,341GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.PAIOLTA.ORGWebsiteAddressTxt
Type Of Organization OtherYes (X)TypeOfOrganizationOtherInd
Other Organization DscGOVERNMENT BOARDOtherOrganizationDsc
Formation1996FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionTHE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO AWARD GRANTS FOR (A) THE DELIVERY OF CIVIL LEGAL ASSISTANCE TO THE POOR AND DISADVANTAGED IN PENNSYLVANIA BY NON-PROFIT CORPORATIONS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED; (B) THE DELIVERY OF CIVIL LEGAL ASSISTANCE TO THE POOR AND DISADVANTAGED IN PENNSYLVANIA BY CLINICAL AND INTERNSHIP PROGRAMS ADMINISTERED BY LAW SCHOOLS LOCATED IN PENNSYLVANIA; AND (C) THE ADMINISTRATION OF JUSTICE IN PENNSYLVANIA.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee7TotalEmployeeCnt
Total Volunteers9TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$65,774,574PYContributionsGrantsAmt
CY Contributions Grants$65,893,239CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,447,494PYInvestmentIncomeAmt
CY Investment Income$3,588,573CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$68,222,068PYTotalRevenueAmt
CY Total Revenue$69,481,812CYTotalRevenueAmt
PY Grants And Similar Paid$30,477,462PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$36,074,558CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$802,700PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$907,556CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$344,282PYOtherExpensesAmt
CY Other Expenses$351,113CYOtherExpensesAmt
PY Total Expenses$31,624,444PYTotalExpensesAmt
CY Total Expenses$37,333,227CYTotalExpensesAmt
PY Revenues Less Expenses$36,597,624PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$32,148,585CYRevenuesLessExpensesAmt
Total Assets BOY$96,299,853TotalAssetsBOYAmt
Total Assets EOY$128,721,059TotalAssetsEOYAmt
Total Liabilities BOY$1,459,749TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,686,697TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$94,840,104NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$127,034,362NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$34,603,831ExpenseAmt
Grant$34,142,805GrantAmt
DescFACILITATE AND AWARD GRANTS FOR THE DELIVERY OF CIVIL LEGAL ASSISTANCE TO THE POOR AND DISADVANTAGED IN PENNSYLVANIA BY NON-PROFIT CORPORATIONS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,538,140ExpenseAmt
Grant$1,538,140GrantAmt
DescFACILITATE AND AWARD GRANTS FOR THE DELIVERY OF CIVIL LEGAL ASSISTANCE TO THE POOR AND DISADVANTAGED IN PENNSYLVANIA BY CLINICAL AND INTERNSHIP PROGRAMS ADMINISTERED BY LAW SCHOOLS LOCATED IN PENNSYLVANIA.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$437,082ExpenseAmt
Grant$393,613GrantAmt
DescA LOAN REPAYMENT ASSISTANCE PROGRAM (LRAP) WAS ESTABLISHED TO HELP LEGAL SERVICES ORGANIZATIONS THAT PROVIDE CIVIL LEGAL ASSISTANCE TO POOR PENNSYLVANIANS WITHOUT CHARGE, ATTRACT AND RETAIN QUALIFIED ATTORNEYS. THE ORGANIZATIONS WERE FINDING THAT ATTORNEYS, WHO WISHED TO BE EMPLOYED AT PUBLIC SERVICE, COULD NOT AFFORD TO DO SO BECAUSE OD THE VERY LARGE AMOUNT OF STUDENT DEBT THEY HAD ACCUMULATED. A GRANT WAS MADE TO THE PENNSYLVANIA BAR FOUNDATION (PBF), A 501(C)(3) TAX EXEMPT ORGANIZATION, TO ADMINISTER THE LRAP. ATTORNEYS WHO ARE EMPLOYED BY ANY IOLTA FUNDED QUALIFIED LEGAL AID ORGANIZATION CAN APPLY TO THE PBF FOR A FORGIVABLE LOAN AND MAY PARTICIPATE FOR UP TO 10 YEARS. THE AMOUNT OF ANNUAL ASSISTANCE WILL DEPEND PRIMARILY ON THE AMOUNT OF AVAILABLE FUNDING AND THE NUMBER OF QUALIFYING ATTORNEY APPLICANTS. AN ATTORNEY WILL BE ELIGIBLE FOR LRAP ASSISTANCE IF: (I) HIS/HER TOTAL CURRENT ANNUAL GROSS SALARY IS LESS THAN OR EQUAL TO $75,000; OR (II) IF HIS/HER ANNUAL NET DEBT SERVICE IS GREATER THAN OR EQUAL TO 10% OF HIS/HER TOTAL CURRENT ANNUAL GROSS SALARY, REGARDLESS OF THE TOTAL ANNUAL SALARY AMOUNT. THEY MUST ALSO REMAIN EMPLOYED IN GOOD STANDING WITH THE LEGAL AID ORGANIZATION FOR ONE FULL YEAR AND REMAIN IN GOOD STANDING WITH THEIR LENDERS FOR ALL OF THEIR STUDENT LOANS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$36,579,053TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document9IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee7EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KAREN RAUGHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7172382001PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 62445AddressLine1Txt
CityHARRISBURGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP171062445ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
HON KAY YU ESQ
CHAIR3.00Yes (X)Yes (X)$0$0$0
JOSEPH G PRICE ESQ
TREASURER3.00Yes (X)Yes (X)$0$0$0
SHARON R LOPEZ ESQ
DIRECTOR2.00Yes (X)$0$0$0
JW ALBERSTADT JR ESQ
DIRECTOR2.00Yes (X)$0$0$0
DAVID R FINE ESQ
SECRETARY3.00Yes (X)Yes (X)$0$0$0
SAMUEL W MILKES ESQ
VICE-CHAIR3.00Yes (X)Yes (X)$0$0$0
GITTEL HILIBRAND ESQ
DIRECTOR2.00Yes (X)$0$0$0
COLLEEN F COONELLY ESQ
DIRECTOR2.00Yes (X)$0$0$0
MARCEL S PRATT ESQ
DIRECTOR2.00Yes (X)$0$0$0
STEPHANIE S LIBHART
EXECUTIVE DIRECTOR35.00Yes (X)$185,749$0$31,517
ISABELLE WOZNIAK
DIRECTOR OF FINANCE AND ADMIN (UNTIL 6/30/2025)35.00Yes (X)$109,489$0$35,893
KAREN RAUGH
DIRECTOR OF FINANCE AND ADMIN (EFFECTIVE 5/5/25)35.00Yes (X)$0$0$0
JAMES BLYTHE
IOLTA COMPLIANCE MANAGER35.00$103,677$0$24,640Yes (X)
JAMES SWOYER
GRANTS MANAGER35.00$104,738$0$34,978Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$503,653TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$127,028TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$65,875,368GovernmentGrantsAmt
All Other Contributions$17,871AllOtherContributionsAmt
Total Contributions$65,893,239TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,372,275TotalRevenueColumnAmt
Exclusion$3,372,275ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$16,718,827SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$16,502,529SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$216,298SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$216,298TotalRevenueColumnAmt
Exclusion$216,298ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$69,481,812TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,588,573ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$36,074,558TotalAmt
Program Services$36,074,558ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$698,131TotalAmt
Program Services$262,079ProgramServicesAmt
Management And General$436,052ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$126,786TotalAmt
Program Services$58,738ProgramServicesAmt
Management And General$68,048ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$10,554TotalAmt
Program Services$4,253ProgramServicesAmt
Management And General$6,301ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$24,476TotalAmt
Program Services$10,773ProgramServicesAmt
Management And General$13,703ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$47,609TotalAmt
Program Services$18,586ProgramServicesAmt
Management And General$29,023ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$13,482TotalAmt
Program Services$944ProgramServicesAmt
Management And General$12,538ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$12,065TotalAmt
Program Services$845ProgramServicesAmt
Management And General$11,220ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$38,312TotalAmt
Program Services$17,646ProgramServicesAmt
Management And General$20,666ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$60,262TotalAmt
Program Services$30,946ProgramServicesAmt
Management And General$29,316ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$480TotalAmt
Program Services$34ProgramServicesAmt
Management And General$446ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$23,619TotalAmt
Program Services$1,653ProgramServicesAmt
Management And General$21,966ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$19,914TotalAmt
Program Services$10,297ProgramServicesAmt
Management And General$9,617ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$34,901TotalAmt
Program Services$2,443ProgramServicesAmt
Management And General$32,458ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$9,033TotalAmt
Program Services$632ProgramServicesAmt
Management And General$8,401ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$24,563TotalAmt
Program Services$1,719ProgramServicesAmt
Management And General$22,844ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$8,917TotalAmt
Program Services$624ProgramServicesAmt
Management And General$8,293ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$16,227TotalAmt
Program Services$1,136ProgramServicesAmt
Management And General$15,091ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
BANK SERVICE CHARGES$59,908$59,908
MISCELLANEOUS$29,430$21,239$8,191

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$37,333,227TotalAmt
Program Services$36,579,053ProgramServicesAmt
Management And General$754,174ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$76,599,485BOYAmt
EOY$60,756,780EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$7,508,107BOYAmt
EOY$6,817,756EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,341,698BOYAmt
EOY$5,219,157EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$353,015LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$328,452LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$16,196BOYAmt
EOY$24,563EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$8,834,367BOYAmt
EOY$55,902,803EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$96,299,853BOYAmt
EOY$128,721,059EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$150,407BOYAmt
EOY$207,501EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,309,342BOYAmt
EOY$1,479,196EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,459,749BOYAmt
EOY$1,686,697EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$74,789,692BOYAmt
EOY$105,218,317EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$20,050,412BOYAmt
EOY$21,816,045EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$94,840,104BOYAmt
EOY$127,034,362EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$96,299,853BOYAmt
EOY$128,721,059EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$32,148,585ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$45,673NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$26,438,491CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$24,655,139CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$48,158,232CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$65,774,574CurrentTaxYearMinus1YearAmt
Current Tax Year$65,893,239CurrentTaxYearAmt
Total$230,919,675TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$26,438,491CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$24,655,139CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$48,158,232CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$65,774,574CurrentTaxYearMinus1YearAmt
Current Tax Year$65,893,239CurrentTaxYearAmt
Total$230,919,675TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$230,919,675PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$66,628CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$85,754CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$846,830CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,365,757CurrentTaxYearMinus1YearAmt
Current Tax Year$3,372,275CurrentTaxYearAmt
Total$6,737,244TotalAmt
FieldValueIRS element (for citing)
Total Support$237,656,919TotalSupportAmt
Public Support CY1700.97170PublicSupportCY170Pct
Public Support PY1700.98070PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$353,015OtherCostOrOtherBasisAmt
Depreciation$328,452DepreciationAmt
Book Value$24,563BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$24,563TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescUNCLAIMED/UNIDENTIFIABLE FUNDSDesc
Amt$1,479,196Amt
FieldValueIRS element (for citing)
Total Liability$1,479,196TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$69,454,954TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$45,673NetUnrealizedGainsInvstAmt
Other Revenue-$59,908OtherRevenueAmt
Revenue Not Reported-$14,235RevenueNotReportedAmt
Revenue Subtotal$69,469,189RevenueSubtotalAmt
Investment Expenses Not Incld$12,623InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$12,623RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$69,481,812TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$37,260,696TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included-$59,908OtherExpensesIncludedAmt
Expenses Not Reported-$59,908ExpensesNotReportedAmt
Expenses Subtotal$37,320,604ExpensesSubtotalAmt
Investment Expenses Not Incld2$12,623InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$12,623ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$37,333,227TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART XI, LINE 2D - OTHER ADJUSTMENTS:IOLTA INTEREST SERVICE CHARGES -59,908.
PART XII, LINE 2D - OTHER ADJUSTMENTS:IOLTA INTEREST SERVICE CHARGES -59,908.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (44 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
AIDS LAW PROJECT OF PENNSYLVANIA
1211 CHESTNUT ST STE 600PHILADELPHIAPA191072325761493$35,000$0LEGAL ASSISTANCE
ALLEGHENY COUNTY BAR FOUNDATION
400 KOPPERS BUILDING 436 SEVENTHPITTSBURGHPA152192313836223$222,950$0LEGAL ASSISTANCEAVE
COMMUNITY JUSTICE PROJECT
118 LOCUST STHARRISBURGPA171012328903843$314,250$0LEGAL ASSISTANCE
COMMUNITY LEGAL SERVICES OF PHILADELPHIA
1424 CHESTNUT STPHILADELPHIAPA191022316715623$37,350$0LEGAL ASSISTANCE
CONSUMER BANKRUPTCY ASSISTANCE PROJECT
THE CAST IRON BUILDING 718 ARCH STPHILADELPHIAPA191062326941163$50,000$0LEGAL ASSISTANCESTE 300 N
DISABILITY RIGHTS PENNSYLVANIA
1800 JFK BLVD SUITE 900PHILADELPHIAPA191032225898913$160,000$0LEGAL ASSISTANCE
DREXEL UNIVERSITY THOMAS R KLINE SCHOOL OF LAW
3320 MARKET STPHILADELPHIAPA19104231352630$177,800$0LEGAL ASSISTANCE
DUQUESNE UNIVERSITY SCHOOL OF LAW
HANLEY HALL 600 FORBES AVEPITTSBURGHPA15282251035663$177,800$0LEGAL ASSISTANCE
PUBLIC INTEREST LAW CENTER
1500 JFK BLVD SUITE 1850PHILADELPHIAPA191022319233983$25,000$0LEGAL ASSISTANCE
FRANKLIN COUNTY LEGAL SERVICES
336 LINCOLN WAY EAST SUITE BCHAMBERSBURGPA172013714166313$290,000$0LEGAL ASSISTANCE
HOMELESS ADVOCACY PROJECT
1429 WALNUT ST FL 15PHILADELPHIAPA191022326194803$94,500$0LEGAL ASSISTANCE
JUSTICE AT WORK
990 SPRING GARDEN ST STE 300PHILADELPHIAPA191235102143213$331,200$0LEGAL ASSISTANCE
KIDSVOICE PENNSYLVANIA INC
437 GRANT ST STE 700PITTSBURGHPA152192509830603$137,000$0LEGAL ASSISTANCE
LACKAWANNA PRO BONO INC
233 PENN AVESCRANTONPA185032328874943$140,400$0LEGAL ASSISTANCE
LEGAL AID OF SOUTHEASTERN PENNSYLVANIA INC
625 SWEDE STNORRISTOWNPA194012319010143$127,946$0LEGAL ASSISTANCE
LEGAL CLINIC FOR THE DISABLED INC
1513 RACE STPHILADELPHIAPA191022324603923$124,500$0LEGAL ASSISTANCE
LEGAL SERVICES FOR IMMIGRANTS & INTERNATIONALS
5743 BARTLETT STPITTSBURGHPA152172623009913$185,310$0LEGAL ASSISTANCE
MIDPENN LEGAL SERVICES
213A N FRONT STHARRISBURGPA171012371011913$42,671$0LEGAL ASSISTANCE
NEIGHBORHOOD LEGAL SERVICES ASSOCIATION
928 PENN AVEPITTSBURGHPA152222311571293$98,300$0LEGAL ASSISTANCE
NORTH PENN LEGAL SERVICES
33 N MAIN STREET SUITE 200PITTSTONPA186402316591113$111,978$0LEGAL ASSISTANCE
NORTHWESTERN LEGAL SERVICES
1001 STATE ST STE 700ERIEPA165012512013313$100,000$0LEGAL ASSISTANCE
PENNSYLVANIA BAR FOUNDATION
100 SOUTH STHARRISBURGPA171012323039253$393,613$0ADMIN OF LRAP
PENNSYLVANIA HEALTH LAW PROJECT
CORN EXCHANGE BUILDING 123 CHESTNUTPHILADELPHIAPA191062327490893$94,450$0LEGAL ASSISTANCEST STE 400
PENNSYLVANIA HIAS INDIGENT IMMIGRANT LEGAL SERVICES
600 CHESTNUT STREET SUITE 500BPHILADELPHIAPA191066116978483$408,265$0LEGAL ASSISTANCE
PENNSYLVANIA IMMIGRATION RESOURCE CENTER
294 PLEASANT ACRES ROAD SUITE 202YORKPA174022328512133$355,226$0LEGAL ASSISTANCE
PENNSYLVANIA INSTITUTIONAL LAW PROJECT
THE CAST IRON BUILDING 718 ARCH STPHILADELPHIAPA191062328118573$75,000$0LEGAL ASSISTANCESTE 304 S
PENNSYLVANIA LEGAL AID NETWORK INC
THE LOUISE BROOKINS BUILDING 118HARRISBURGPA171012318924643$29,245,435$0LEGAL ASSISTANCELOCUST ST
PENNSYLVANIA STATE UNIVERSITY - DICKINSON LAW
150 SOUTH COLLEGE STCARLISLEPA17013246000376$132,962$0LEGAL ASSISTANCE
PENNSYLVANIA STATE UNIVERSITY - PENN STATE LAW
LEWIS KATZ BUILDINGUNIVERSITY PARKPA16802246000376$160,579$0LEGAL ASSISTANCE
PHILADELPHIA LAWYERS FOR SOCIAL EQUITY
230 S BROAD STREET SUITE 1102PHILADELPHIAPA191024529800143$97,800$0LEGAL ASSISTANCE
PHILADELPHIA LEGAL ASSISTANCE CENTER INC
718 ARCH ST STE 300 NPHILADELPHIAPA191062328237443$56,300$0LEGAL ASSISTANCE
PHILADELPHIA VOLUNTEERS FOR THE INDIGENT PROGRAM
1500 JFK BLVD SUITE 1850PHILADELPHIAPA191022322103903$125,000$0LEGAL ASSISTANCE
PRO BONO PARTNERSHIPS INC
922 CHURCH STREETHONESDALEPA184312326043913$15,750$0LEGAL ASSISTANCE
REGIONAL HOUSING LEGAL SERVICES
123 S BROAD STREET SUITE 1330PHILADELPHIAPA191092319014163$163,507$0LEGAL ASSISTANCE
SENIORLAW CENTER
1650 ARCH STREET SUITE 1820PHILADELPHIAPA191032321699363$448,520$0LEGAL ASSISTANCE
SUMMIT LEGAL AID
10 W CHERRY AVEWASHINGTONPA153012511921393$166,786$0LEGAL ASSISTANCE
TEMPLE UNIVERSITY BEASLEY SCHOOL OF LAW
1719 N BROAD STPHILADELPHIAPA19122231365971$177,800$0LEGAL ASSISTANCE
UNIVERSITY OF PENNSYLVANIA CAREY LAW SCHOOL
3501 SANSOM STPHILADELPHIAPA19104231352685$177,800$0LEGAL ASSISTANCE
UNIVERSITY OF PITTSBURGH SCHOOL OF LAW
BARCO LAW BUILDING 3900 FORBES AVEPITTSBURGHPA15260250965591$177,800$0LEGAL ASSISTANCE
VILLANOVA UNIVERSITY CHARLES WIDGER SCHOOL OF LAW
299 N SPRING MILL RDVILLANOVAPA19085231352688$177,800$0LEGAL ASSISTANCE
WIDENER UNIVERSITY COMMONWEALTH LAW SCHOOL
3800 VARTAN WAYHARRISBURGPA17110231386178$177,800$0LEGAL ASSISTANCE
WOMEN AGAINST ABUSE LEGAL CENTER
100 S BROAD ST STE 1341PHILADELPHIAPA191102326045753$120,900$0LEGAL ASSISTANCE
WOMEN'S CENTER AND SHELTER OF GREATER PITTSBURGH CIVIL LAW PROJECT
4760 CENTRE AVE PO BOX 9024PITTSBURGHPA152242512643763$81,510$0LEGAL ASSISTANCE
ESPERANZA IMMIGRATION LEGAL SERVICES
4261 NORTH 5TH STREETPHILADELPHIAPA191403002391543$60,000$0LEGAL ASSISTANCE
FieldValueIRS element (for citing)
Total501c3 Org34Total501c3OrgCnt
Total Other Org10TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationPROCEDURES FOR MONITORING THE USE OF GRANT FUNDS GRANTEES ARE REQUIRED TO SUBMIT NARRATIVE AND FINANCIAL REPORTS QUARTERLY, OR TWICE ANNUALLY. THE GRANTS MANAGER AND EXECUTIVE DIRECTOR REVIEW EVERY REPORT TO ENSURE THAT THEY ARE USING THE MONEY FOR THE PURPOSE AND WITHIN THE BUDGET STATED IN THEIR PROPOSAL. INQUIRIES ARE MADE IF THE REPORTS ARE UNCLEAR OR SEEM INCONSISTENT WITH THEIR PROPOSAL. PAIOLTA CONDUCTS SITE VISITS, RELIES ON PLAN, INC. TO MONITOR THE GRANTEE'S PROGRAMS, AND ALSO RECEIVES A COPY OF THE MONITORING REPORTS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonSTEPHANIE S LIBHARTPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$185,749BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$28,869DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$2,648NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$217,266TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BA COPY WILL BE SENT TO EACH BOARD MEMBER FOR REVIEW BEFORE BEING FILED WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CFORMS COMPLETED BY EACH BOARD MEMBER AT SEPTEMBER BOARD MEETING.
FORM 990, PART VI, SECTION B, LINE 1515A: COMPENSATION PROCESS FOR TOP OFFICIAL SALARY IS COMPARED TO IOLTA DIRECTORS IN OTHER STATES. 15B: COMPENSATION PROCESS FOR OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION INVOLVES A REVIEW BY THE ADMINISTRATIVE OFFICE OF PENNSYLVANIA COURTS (AOPC) AND UTILIZATION OF THE UNIFIED JUDICIAL SYSTEM (UJS) PAY-BAND; APPROPRIATE PAY BANDS (WITH SALARY RANGES) ARE ASSIGNED BASED ON EMPLOYEE JOB TITLE AND DUTIES PERFORMED.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.