2025-12-09T11:10:05-06:00 2025-06-30 251622758 MAHER DUESSEL CPA'S 4250 CRUMS MILL ROAD SUITE 302 HARRISBURG PA 17112 990 2024-07-01 251802119 PENNSYLVANIA INTEREST ON LAWYER TRUST ACCOUNTS BOARD PENN 7172382001 601 COMMONWEALTH AVENUE 2400 HARRISBURG PA 171200901 STEPHANIE S LIBHART EXECUTIVE DIRECTOR 7172382001 2025-12-09 1 0 JONATHAN C MENTZER P01795412 7172321230 2024 2025-03-06 01:10:19Z STEPHANIE S LIBHART 601 COMMONWEALTH AVENUE 2400 HARRISBURG PA 171200901 85984341 0 X WWW.PAIOLTA.ORG X GOVERNMENT BOARD 1996 PA THE 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. 9 9 7 9 0 0 65774574 65893239 0 0 2447494 3588573 0 0 68222068 69481812 30477462 36074558 0 0 802700 907556 0 0 0 344282 351113 31624444 37333227 36597624 32148585 96299853 128721059 1459749 1686697 94840104 127034362 X SEE SCHEDULE O 0 0 34603831 34142805 FACILITATE 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. 1538140 1538140 FACILITATE 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. 437082 393613 A 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. 36579053 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X KAREN RAUGH 7172382001 PO BOX 62445 HARRISBURG PA 171062445 HON KAY YU ESQ CHAIR 3.00 X X 0 0 0 JOSEPH G PRICE ESQ TREASURER 3.00 X X 0 0 0 SHARON R LOPEZ ESQ DIRECTOR 2.00 X 0 0 0 JW ALBERSTADT JR ESQ DIRECTOR 2.00 X 0 0 0 DAVID R FINE ESQ SECRETARY 3.00 X X 0 0 0 SAMUEL W MILKES ESQ VICE-CHAIR 3.00 X X 0 0 0 GITTEL HILIBRAND ESQ DIRECTOR 2.00 X 0 0 0 COLLEEN F COONELLY ESQ DIRECTOR 2.00 X 0 0 0 MARCEL S PRATT ESQ DIRECTOR 2.00 X 0 0 0 STEPHANIE S LIBHART EXECUTIVE DIRECTOR 35.00 X 185749 0 31517 ISABELLE WOZNIAK DIRECTOR OF FINANCE AND ADMIN (UNTIL 6/30/2025) 35.00 X 109489 0 35893 KAREN RAUGH DIRECTOR OF FINANCE AND ADMIN (EFFECTIVE 5/5/25) 35.00 X 0 0 0 JAMES BLYTHE IOLTA COMPLIANCE MANAGER 35.00 X 103677 0 24640 JAMES SWOYER GRANTS MANAGER 35.00 X 104738 0 34978 503653 0 127028 4 0 1 0 0 65875368 17871 65893239 3372275 3372275 16718827 16502529 216298 216298 216298 69481812 0 0 3588573 36074558 36074558 698131 262079 436052 126786 58738 68048 10554 4253 6301 24476 10773 13703 47609 18586 29023 13482 944 12538 12065 845 11220 38312 17646 20666 60262 30946 29316 480 34 446 23619 1653 21966 19914 10297 9617 34901 2443 32458 9033 632 8401 24563 1719 22844 8917 624 8293 16227 1136 15091 BANK SERVICE CHARGES 59908 59908 MISCELLANEOUS 29430 21239 8191 37333227 36579053 754174 0 76599485 60756780 7508107 6817756 3341698 5219157 353015 328452 16196 24563 8834367 55902803 96299853 128721059 150407 207501 1309342 1479196 1459749 1686697 X 74789692 105218317 20050412 21816045 94840104 127034362 96299853 128721059 32148585 45673 0 X 0 1 X 1 0 X 26438491 24655139 48158232 65774574 65893239 230919675 26438491 24655139 48158232 65774574 65893239 230919675 230919675 66628 85754 846830 2365757 3372275 6737244 237656919 0.97170 0.98070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 353015 328452 24563 24563 UNCLAIMED/UNIDENTIFIABLE FUNDS 1479196 1479196 69454954 45673 -59908 -14235 69469189 12623 12623 69481812 37260696 -59908 -59908 37320604 12623 12623 37333227 PART XI, LINE 2D - OTHER ADJUSTMENTS: IOLTA INTEREST SERVICE CHARGES -59,908. PART XII, LINE 2D - OTHER ADJUSTMENTS: IOLTA INTEREST SERVICE CHARGES -59,908. 1 AIDS LAW PROJECT OF PENNSYLVANIA 1211 CHESTNUT ST STE 600 PHILADELPHIA PA 19107 232576149 3 35000 0 LEGAL ASSISTANCE ALLEGHENY COUNTY BAR FOUNDATION 400 KOPPERS BUILDING 436 SEVENTH AVE PITTSBURGH PA 15219 231383622 3 222950 0 LEGAL ASSISTANCE COMMUNITY JUSTICE PROJECT 118 LOCUST ST HARRISBURG PA 17101 232890384 3 314250 0 LEGAL ASSISTANCE COMMUNITY LEGAL SERVICES OF PHILADELPHIA 1424 CHESTNUT ST PHILADELPHIA PA 19102 231671562 3 37350 0 LEGAL ASSISTANCE CONSUMER BANKRUPTCY ASSISTANCE PROJECT THE CAST IRON BUILDING 718 ARCH ST STE 300 N PHILADELPHIA PA 19106 232694116 3 50000 0 LEGAL ASSISTANCE DISABILITY RIGHTS PENNSYLVANIA 1800 JFK BLVD SUITE 900 PHILADELPHIA PA 19103 222589891 3 160000 0 LEGAL ASSISTANCE DREXEL UNIVERSITY THOMAS R KLINE SCHOOL OF LAW 3320 MARKET ST PHILADELPHIA PA 19104 231352630 177800 0 LEGAL ASSISTANCE DUQUESNE UNIVERSITY SCHOOL OF LAW HANLEY HALL 600 FORBES AVE PITTSBURGH PA 15282 251035663 177800 0 LEGAL ASSISTANCE PUBLIC INTEREST LAW CENTER 1500 JFK BLVD SUITE 1850 PHILADELPHIA PA 19102 231923398 3 25000 0 LEGAL ASSISTANCE FRANKLIN COUNTY LEGAL SERVICES 336 LINCOLN WAY EAST SUITE B CHAMBERSBURG PA 17201 371416631 3 290000 0 LEGAL ASSISTANCE HOMELESS ADVOCACY PROJECT 1429 WALNUT ST FL 15 PHILADELPHIA PA 19102 232619480 3 94500 0 LEGAL ASSISTANCE JUSTICE AT WORK 990 SPRING GARDEN ST STE 300 PHILADELPHIA PA 19123 510214321 3 331200 0 LEGAL ASSISTANCE KIDSVOICE PENNSYLVANIA INC 437 GRANT ST STE 700 PITTSBURGH PA 15219 250983060 3 137000 0 LEGAL ASSISTANCE LACKAWANNA PRO BONO INC 233 PENN AVE SCRANTON PA 18503 232887494 3 140400 0 LEGAL ASSISTANCE LEGAL AID OF SOUTHEASTERN PENNSYLVANIA INC 625 SWEDE ST NORRISTOWN PA 19401 231901014 3 127946 0 LEGAL ASSISTANCE LEGAL CLINIC FOR THE DISABLED INC 1513 RACE ST PHILADELPHIA PA 19102 232460392 3 124500 0 LEGAL ASSISTANCE LEGAL SERVICES FOR IMMIGRANTS & INTERNATIONALS 5743 BARTLETT ST PITTSBURGH PA 15217 262300991 3 185310 0 LEGAL ASSISTANCE MIDPENN LEGAL SERVICES 213A N FRONT ST HARRISBURG PA 17101 237101191 3 42671 0 LEGAL ASSISTANCE NEIGHBORHOOD LEGAL SERVICES ASSOCIATION 928 PENN AVE PITTSBURGH PA 15222 231157129 3 98300 0 LEGAL ASSISTANCE NORTH PENN LEGAL SERVICES 33 N MAIN STREET SUITE 200 PITTSTON PA 18640 231659111 3 111978 0 LEGAL ASSISTANCE NORTHWESTERN LEGAL SERVICES 1001 STATE ST STE 700 ERIE PA 16501 251201331 3 100000 0 LEGAL ASSISTANCE PENNSYLVANIA BAR FOUNDATION 100 SOUTH ST HARRISBURG PA 17101 232303925 3 393613 0 ADMIN OF LRAP PENNSYLVANIA HEALTH LAW PROJECT CORN EXCHANGE BUILDING 123 CHESTNUT ST STE 400 PHILADELPHIA PA 19106 232749089 3 94450 0 LEGAL ASSISTANCE PENNSYLVANIA HIAS INDIGENT IMMIGRANT LEGAL SERVICES 600 CHESTNUT STREET SUITE 500B PHILADELPHIA PA 19106 611697848 3 408265 0 LEGAL ASSISTANCE PENNSYLVANIA IMMIGRATION RESOURCE CENTER 294 PLEASANT ACRES ROAD SUITE 202 YORK PA 17402 232851213 3 355226 0 LEGAL ASSISTANCE PENNSYLVANIA INSTITUTIONAL LAW PROJECT THE CAST IRON BUILDING 718 ARCH ST STE 304 S PHILADELPHIA PA 19106 232811857 3 75000 0 LEGAL ASSISTANCE PENNSYLVANIA LEGAL AID NETWORK INC THE LOUISE BROOKINS BUILDING 118 LOCUST ST HARRISBURG PA 17101 231892464 3 29245435 0 LEGAL ASSISTANCE PENNSYLVANIA STATE UNIVERSITY - DICKINSON LAW 150 SOUTH COLLEGE ST CARLISLE PA 17013 246000376 132962 0 LEGAL ASSISTANCE PENNSYLVANIA STATE UNIVERSITY - PENN STATE LAW LEWIS KATZ BUILDING UNIVERSITY PARK PA 16802 246000376 160579 0 LEGAL ASSISTANCE PHILADELPHIA LAWYERS FOR SOCIAL EQUITY 230 S BROAD STREET SUITE 1102 PHILADELPHIA PA 19102 452980014 3 97800 0 LEGAL ASSISTANCE PHILADELPHIA LEGAL ASSISTANCE CENTER INC 718 ARCH ST STE 300 N PHILADELPHIA PA 19106 232823744 3 56300 0 LEGAL ASSISTANCE PHILADELPHIA VOLUNTEERS FOR THE INDIGENT PROGRAM 1500 JFK BLVD SUITE 1850 PHILADELPHIA PA 19102 232210390 3 125000 0 LEGAL ASSISTANCE PRO BONO PARTNERSHIPS INC 922 CHURCH STREET HONESDALE PA 18431 232604391 3 15750 0 LEGAL ASSISTANCE REGIONAL HOUSING LEGAL SERVICES 123 S BROAD STREET SUITE 1330 PHILADELPHIA PA 19109 231901416 3 163507 0 LEGAL ASSISTANCE SENIORLAW CENTER 1650 ARCH STREET SUITE 1820 PHILADELPHIA PA 19103 232169936 3 448520 0 LEGAL ASSISTANCE SUMMIT LEGAL AID 10 W CHERRY AVE WASHINGTON PA 15301 251192139 3 166786 0 LEGAL ASSISTANCE TEMPLE UNIVERSITY BEASLEY SCHOOL OF LAW 1719 N BROAD ST PHILADELPHIA PA 19122 231365971 177800 0 LEGAL ASSISTANCE UNIVERSITY OF PENNSYLVANIA CAREY LAW SCHOOL 3501 SANSOM ST PHILADELPHIA PA 19104 231352685 177800 0 LEGAL ASSISTANCE UNIVERSITY OF PITTSBURGH SCHOOL OF LAW BARCO LAW BUILDING 3900 FORBES AVE PITTSBURGH PA 15260 250965591 177800 0 LEGAL ASSISTANCE VILLANOVA UNIVERSITY CHARLES WIDGER SCHOOL OF LAW 299 N SPRING MILL RD VILLANOVA PA 19085 231352688 177800 0 LEGAL ASSISTANCE WIDENER UNIVERSITY COMMONWEALTH LAW SCHOOL 3800 VARTAN WAY HARRISBURG PA 17110 231386178 177800 0 LEGAL ASSISTANCE WOMEN AGAINST ABUSE LEGAL CENTER 100 S BROAD ST STE 1341 PHILADELPHIA PA 19110 232604575 3 120900 0 LEGAL ASSISTANCE WOMEN'S CENTER AND SHELTER OF GREATER PITTSBURGH CIVIL LAW PROJECT 4760 CENTRE AVE PO BOX 9024 PITTSBURGH PA 15224 251264376 3 81510 0 LEGAL ASSISTANCE ESPERANZA IMMIGRATION LEGAL SERVICES 4261 NORTH 5TH STREET PHILADELPHIA PA 19140 300239154 3 60000 0 LEGAL ASSISTANCE 34 10 PART I, LINE 2: PROCEDURES 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. X X X 0 0 0 0 0 0 0 0 0 STEPHANIE S LIBHART EXECUTIVE DIRECTOR 185749 0 0 0 0 0 28869 0 2648 0 217266 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY WILL BE SENT TO EACH BOARD MEMBER FOR REVIEW BEFORE BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C FORMS COMPLETED BY EACH BOARD MEMBER AT SEPTEMBER BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15 15A: 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 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.