2024-04-08T07:21:13-05:00 2023-09-30 382157642 MANER COSTERISAN PC 2425 E GRAND RIVER SUITE 1 LANSING MI 489123291 990 2022-10-01 381459016 MICHIGAN STATE BAR FOUNDATION MICH 5173466400 306 TOWNSEND STREET LANSING MI 48933 JENNIFER BENTLEY EXECUTIVE DIRECTOR 5173466400 2024-04-03 1 JENNIFER BENTLEY 999009999 1 AMBER RATHBUN CPA P01786612 5173237500 2024-04-06 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JENNIFER BENTLEY 306 TOWNSEND STREET LANSING MI 48933 20340171 0 X WWW.MSBF.ORG X 1947 MI TO PROMOTE IMPROVEMENTS IN THE ADMINISTRATION OF JUSTICE IN THE STATE OF MICHIGAN. 15 15 0 31 0 0 10923458 11434244 1495378 7984865 375517 438663 0 0 12794353 19857772 12375500 12819883 0 0 310030 323766 0 0 29955 720544 888411 13406074 14032060 -611721 5825712 11655602 19720425 3247003 4686094 8408599 15034331 X THE MICHIGAN STATE BAR FOUNDATION PROVIDES LEADERSHIP AND GRANTS TO IMPROVE ACCESS FOR ALL TO THE JUSTICE SYSTEM, INCLUDING SUPPORT FOR CIVIL LEGAL AID FOR LOW-INCOME INDIVIDUALS, LAW-RELATED EDUCATION AND CONFLICT RESOLUTION. 0 0 8868901 8778901 MSHDA - GRANTS AND RELATED EXPENSES REGARDING THE EVICTION DIVERSION PROGRAM. 2133648 1393801 7922000 IOLTA - INTEREST ON CERTAIN LAWYERS' POOLED ACCOUNTS DESIGNATED FOR GRANTS REGARDING IMPROVEMENTS IN THE ADMINISTRATION OF JUSTICE AND LEGAL SERVICES TO LOW-INCOME INDIVIDUALS. 15,992 ATTORNEYS PARTICIPATED. 1745241 1672807 ACCESS TO JUSTICE - GRANTS AND RELATED EXPENSES REGARDING CIVIL LEGAL SERVICES TO LOW-INCOME INDIVIDUALS. 650000 650000 LEGAL SELF-HELP - GRANTS AND RELATED EXPENSES REGARDING PROVISION OF LEGAL INFORMATION AND FORMS ONLINE, SUPPORT FOR AND OPERATION OF LEGAL SELF-HELP CENTERS, AND TRAINING RELATED TO LEGAL SELF-HELP. 325000 312000 DHS SSI - CONTRACT REVENUES FROM THE MICHIGAN DEPARTMENT OF HUMAN SERVICES ARE DISTRIBUTED TO LEGAL SERVICES ORGANIZATIONS TO PROVIDE ASSISTANCE TO INDIVIDUALS IN APPLYING FOR SSI OR OTHER FEDERAL DISABILITY BENEFITS. 170410 62865 FILING FEES - FUNDS EXPENDED TO PROVIDE GRANTS FOR CIVIL LEGAL SERVICES TO LOW-INCOME INDIVIDUALS. 30995 FELLOWS PROGRAM - A PROGRAM WHICH GENERATES UNRESTRICTED REVENUE FOR THE FOUNDATION'S PUBLIC SERVICE ACTIVITIES. 1,514 ATTORNEYS PARTICIPATED. 14362 12375 ANNUAL GRANTS TO CIVIL LEGAL AID PROGRAMS. ANNUAL GRANTS INCLUDED REVENUE FROM IOLTA AND MSBF GENERAL FUNDS. 1190767 974375 62865 13938557 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 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 10 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MI X JENNIFER BENTLEY 5173466400 306 TOWNSEND STREET LANSING MI 48933 JONATHAN E OSGOOD TRUSTEE 1.00 X 0 0 0 KAREN LEPPANEN MILLER TRUSTEE 1.00 X 0 0 0 PETER H ELLSWORTH TRUSTEE 1.00 X 0 0 0 MICHAEL L PITT TRUSTEE 1.00 X 0 0 0 THOMAS W CRANMER TRUSTEE 1.00 X 0 0 0 HON WILLIAM B MURPHY TRUSTEE 1.00 X 0 0 0 W ANTHONY JENKINS TRUSTEE 1.00 X 0 0 0 HON VICTORIA A ROBERTS TRUSTEE 1.00 X 0 0 0 RICHARD A SOBLE TRUSTEE 1.00 X 0 0 0 THOMAS R BEHM TRUSTEE 1.00 X 0 0 0 ROBERT F RILEY TRUSTEE 1.00 X 0 0 0 RICHARD K RAPPLEYE TREASURER 1.00 X X 0 0 0 RONDA L TATE TRUVILLION SECRETARY 1.00 X X 0 0 0 JULIE I FERSHTMAN VICE PRESIDENT 1.00 X X 0 0 0 CRAIG H LUBBEN PRESIDENT 1.00 X X 0 0 0 JENNIFER S BENTLEY EXECUTIVE DIRECTOR, ASST SEC/TREAS 50.00 X 164558 0 27418 JONATHAN FOWLER CFO (ENDED 6/1/23) 45.00 X 112568 0 20467 TRACI L THRANA-KUIPER CFO (STARTED 8/28/23) 45.00 X 0 0 0 277126 0 47885 2 0 1 1 JANUARY ADVISORS PO BOX 728 HOUSTON TX 77001 CONSULTING 155111 1 9843901 1590343 11434244 IOLTA REVENUE 900099 7922000 7922000 FILING FEES 900099 62865 62865 7984865 306126 306126 614936 482399 132537 132537 132537 19857772 7984865 0 438663 12819883 12819883 323766 299132 18812 5822 860 837 23 28947 27430 1517 25119 25119 68319 64974 3345 18468 13756 594 4118 65490 62930 2560 41342 39175 2167 42771 31377 942 10452 4141 3924 217 13824 13099 725 LEASED EMPLOYEES 531862 491396 30903 9563 OTHER EXPENSES 24878 23986 892 DUES AND SUBSCRIPTIONS 22390 21539 851 14032060 13938557 63548 29955 1381274 6758620 124608 268899 237648 1661189 17377 26543 72924 60855 13791 12069 9880904 10862421 0 130684 11655602 19720425 97647 39763 1552868 3262995 1197907 0 398581 1383336 3247003 4686094 X 1266746 1373552 7141853 13660779 8408599 15034331 11655602 19720425 5825712 800020 0 X 0 1 X 1 1 1 X 1719150 4147262 10459985 10923458 11434244 38684099 1719150 4147262 10459985 10923458 11434244 38684099 1314967 37369132 339546 281867 249471 259559 306126 1436569 4235 4235 40124903 13595163 0.93130 0.89000 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING INCOME - 2018 AMOUNT: $ 4,235. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 11731 0 0 11731 0 5179604 3550 752405 181131 5754428 6811455 1200 -1428110 204941 5179604 5757311 1500 1253403 200759 6811455 5422754 1350 559660 226453 5757311 5376129 11950 210571 175896 5422754 0.00000 0.58790 0.41210 1 0 1525 267 1258 54924 46471 8453 16475 14117 2358 12069 IOLTA PAYABLE 1252652 OPERATING LEASE OBLIGATION 130684 1383336 X 20632673 800020 800020 19832653 25119 25119 19857772 14006941 0 14006941 25119 25119 14032060 PART V, LINE 4: ACCESS TO JUSTICE ENDOWMENT - INCOME GENERATED FROM PRINCIPAL IS RESTRICTED TO USE FOR PURPOSES OF THE PROGRAM. PART X, LINE 2: IN THE PREPARATION OF TAX RETURNS, TAX POSITIONS ARE TAKEN BASED ON INTERPRETATION OF FEDERAL, STATE, AND LOCAL INCOME TAX LAWS. MANAGEMENT PERIODICALLY REVIEWS AND EVALUATES THE STATUS OF UNCERTAIN TAX POSITIONS AND MAKES ESTIMATES OF AMOUNTS, INCLUDING INTEREST AND PENALTIES, ULTIMATELY DUE OR OWED. NO AMOUNTS HAVE BEEN IDENTIFIED, OR RECORDED, AS UNCERTAIN TAX POSITIONS. FEDERAL, STATE, AND LOCAL TAX RETURNS GENERALLY REMAIN OPEN FOR EXAMINATION BY THE VARIOUS TAXING AUTHORITIES FOR A PERIOD OF THREE TO FOUR YEARS. 1 CENTER FOR CIVIL JUSTICE 436 S SAGINAW ST STE 101 FLINT MI 48502 381859780 501(C)(3) 50706 0 LEGAL SERVICES FOR LOW-INCOME HOUSEHOLDS DETROIT JUSTICE CENTER 1420 WASHINGTON BLVD SUITE 301 DETROIT MI 48226 822295339 501(C)(3) 45000 0 LEGAL SERVICES FOR LOW-INCOME HOUSEHOLDS DETROIT METROPOLITAN BAR ASSOCIATION FOUNDATION 2 WOODWARD AVENUE SUITE 1207 DETROIT MI 48226 381870033 501(C)(3) 7834 0 LEGAL SERVICES FOR LOW-INCOME HOUSEHOLDS JUSTICE FOR OUR NEIGHBORS - MICHIGAN 222 CASS STREET TRAVERSE CITY MI 49684 822680614 501(C)(3) 15000 0 IMPROVEMENTS IN DELIVERY OF LEGAL SERVICES LAKESHORE LEGAL AID 30500 VAN DYKE AVE SUITE 601 WARREN MI 48093 381850908 501(C)(3) 62400 0 MDHHS -SSI - LEGAL SERVICES FOR DISABILITY CASES LAKESHORE LEGAL AID 30500 VAN DYKE AVE SUITE 601 WARREN MI 48093 381850908 501(C)(3) 304440 0 LEGAL SERVICES FOR LOW-INCOME HOUSEHOLDS LAKESHORE LEGAL AIDCOUNSEL AND ADVOCACY LAW LINE 30500 VAN DYKE AVE SUITE 601 WARREN MI 48093 381850908 501(C)(3) 348255 0 MSHDA - EDP - LEGAL SERVICES FOR LOW-INCOME HOUSEHOLDS FACING EVICTION LAKESHORE LEGAL AIDEASTERNCOUNSEL AND ADVOCACY LAW LINE 30500 VAN DYKE AVE SUITE 601 WARREN MI 48093 381850908 501(C)(3) 336056 0 LEGAL SERVICES FOR LOW-INCOME HOUSEHOLDS LAKESHORE LEGAL AIDMETRO 30500 VAN DYKE AVE SUITE 601 WARREN MI 48093 381850908 501(C)(3) 71094 0 LEGAL SERVICES FOR LOW-INCOME HOUSEHOLDS LAKESHORE LEGAL AIDMETRO 30500 VAN DYKE AVE SUITE 601 WARREN MI 48093 381850908 501(C)(3) 5065263 0 MSHDA - EDP - LEGAL SERVICES FOR LOW-INCOME HOUSEHOLDS FACING EVICTION LEGAL AID AND DEFENDER ASSOCIATION 613 ABBOTT STREET DETROIT MI 48226 381358203 501(C)(3) 20227 0 LEGAL SERVICES FOR LOW-INCOME HOUSEHOLDS LEGAL AID OF WESTERN MICHIGAN 25 DIVISION AVE SOUTH SUITE 300 GRAND RAPIDS MI 49503 382156874 501(C)(3) 62400 0 MDHHS -SSI - LEGAL SERVICES FOR DISABILITY CASES LEGAL AID OF WESTERN MICHIGAN 25 DIVISION AVE SOUTH SUITE 300 GRAND RAPIDS MI 49503 382156874 501(C)(3) 452128 0 LEGAL SERVICES FOR LOW-INCOME HOUSEHOLDS LEGAL AID OF WESTERN MICHIGAN 25 DIVISION AVE SOUTH SUITE 300 GRAND RAPIDS MI 49503 382156874 501(C)(3) 1241161 0 MSHDA - EDP - LEGAL SERVICES FOR LOW-INCOME HOUSEHOLDS FACING EVICTION LEGAL SERVICES OF EASTERN MICHIGAN 436 S SAGINAW STREET FLINT MI 48502 381958131 501(C)(3) 62400 0 MDHHS -SSI - LEGAL SERVICES FOR DISABILITY CASES LEGAL SERVICES OF EASTERN MICHIGAN 436 S SAGINAW STREET FLINT MI 48502 381958131 501(C)(3) 165098 0 LEGAL SERVICES FOR LOW-INCOME HOUSEHOLDS LEGAL SERVICES OF EASTERN MICHIGAN 436 S SAGINAW STREET FLINT MI 48502 381958131 501(C)(3) 276249 0 MSHDA - EDP - LEGAL SERVICES FOR LOW-INCOME HOUSEHOLDS FACING EVICTION LEGAL SERVICES OF NORTHERN MICHIGAN 130 W SPRUCE STREET PO BOX 710 SAULT STE MARIE MI 49783 381817336 501(C)(3) 62400 0 MDHHS -SSI - LEGAL SERVICES FOR DISABILITY CASES LEGAL SERVICES OF NORTHERN MICHIGAN 130 W SPRUCE STREET PO BOX 710 SAULT STE MARIE MI 49783 381817336 501(C)(3) 123794 0 LEGAL SERVICES FOR LOW-INCOME HOUSEHOLDS LEGAL SERVICES OF NORTHERN MICHIGAN 130 W SPRUCE STREET PO BOX 710 SAULT STE MARIE MI 49783 381817336 501(C)(3) 227862 0 MSHDA - EDP - LEGAL SERVICES FOR LOW-INCOME HOUSEHOLDS FACING EVICTION MICHIGAN ADVOCACY PROGRAM (LSSCM) 15 S WASHINGTON STREET YPSILANTI MI 48197 381845444 501(C)(3) 62400 0 MDHHS -SSI - LEGAL SERVICES FOR DISABILITY CASES MICHIGAN ADVOCACY PROGRAM (LSSCM) 15 S WASHINGTON STREET YPSILANTI MI 48197 381845444 501(C)(3) 248773 0 LEGAL SERVICES FOR LOW-INCOME HOUSEHOLDS MICHIGAN ADVOCACY PROGRAM (LSSCM) 15 S WASHINGTON STREET YPSILANTI MI 48197 381845444 501(C)(3) 1087503 0 MSHDA - EDP - LEGAL SERVICES FOR LOW-INCOME HOUSEHOLDS FACING EVICTION MICHIGAN ADVOCACY PROGRAMFARMWORKER LEGAL SERVICES 15 S WASHINGTON STREET YPSILANTI MI 48197 381845444 501(C)(3) 21408 0 LEGAL SERVICES FOR LOW-INCOME HOUSEHOLDS MICHIGAN ADVOCACY PROGRAMMICHIGAN ELDER JUSTICE INITIATIVE 15 S WASHINGTON STREET YPSILANTI MI 48197 381845444 501(C)(3) 50293 0 LEGAL SERVICES FOR LOW-INCOME HOUSEHOLDS MICHIGAN ADVOCACY PROGRAMMICHIGAN IMMIGRANT RIGHTS CENTER 15 S WASHINGTON STREET YPSILANTI MI 48197 381845444 501(C)(3) 91882 0 LEGAL SERVICES FOR LOW-INCOME HOUSEHOLDS MICHIGAN ADVOCACY PROGRAMMICHIGAN LEGAL HELP 15 S WASHINGTON STREET YPSILANTI MI 48197 381845444 501(C)(3) 650000 0 SUPPORT FOR LEGAL SELF-HELP MICHIGAN ADVOCACY PROGRAMMICHIGAN LEGAL HELP 15 S WASHINGTON STREET YPSILANTI MI 48197 381845444 501(C)(3) 21408 0 LEGAL SERVICES FOR LOW-INCOME HOUSEHOLDS MICHIGAN ADVOCACY PROGRAMMICHIGAN POVERTY LAW PROGRAM 15 S WASHINGTON STREET YPSILANTI MI 48197 381845444 501(C)(3) 524224 0 IMPROVEMENTS IN DELIVERY OF LEGAL SERVICES MICHIGAN ADVOCACY PROGRAMMICHIGAN POVERTY LAW PROGRAM 15 S WASHINGTON STREET YPSILANTI MI 48197 381845444 501(C)(3) 63141 0 MSHDA - EDP - LEGAL SERVICES FOR LOW-INCOME HOUSEHOLDS FACING EVICTION MICHIGAN COALITION TO END DOMESTIC AND SEXUAL VIOLENCE 3893 OKEMOS ROAD NO B-2 OKEMOS MI 488644209 382460520 501(C)(3) 23000 0 LEGAL SERVICES FOR LOW-INCOME HOUSEHOLDS MICHIGAN COMMUNTY RESOURCESCOMMUNITY LEGAL RESOURCES 615 GRISWOLD ST STE 805 DETROIT MI 48226 205764501 501(C)(3) 67931 0 COMMUNITY REDEVELOPMENT LEGAL ASSISTANCE MICHIGAN COMMUNTY RESOURCESCOMMUNITY LEGAL RESOURCES 615 GRISWOLD ST STE 805 DETROIT MI 48226 205764501 501(C)(3) 22327 0 IMPROVEMENTS IN DELIVERY OF LEGAL SERVICES MICHIGAN INDIAN LEGAL SERVICES 814 S GARFIELD AVE SUITE A TRAVERSE CITY MI 496863430 382077208 501(C)(3) 52111 0 LEGAL SERVICES FOR LOW-INCOME HOUSEHOLDS MICHIGAN LEGAL SERVICES 200 BAGLEY 900 MI BLDG DETROIT MI 48226 237383477 501(C)(3) 373643 0 LEGAL SERVICES FOR LOW-INCOME HOUSEHOLDS MICHIGAN LEGAL SERVICES 200 BAGLEY 900 MI BLDG DETROIT MI 48226 237383477 501(C)(3) 469466 0 MSHDA - EDP - LEGAL SERVICES FOR LOW-INCOME HOUSEHOLDS FACING EVICTION STATE BAR OF MICHIGANLAWYERS AND JUDGES ASSISTANCE PROGRAM 306 TOWNSEND STREET LANSING MI 48933 386006823 PUBLIC BODY CORPORAT 12375 0 LAWYERS AND JUDGES ASSISTANCE PROGRAM-EDUCATIONAL NEEDS WAYNE STATE UNIVERSITY LAW SCHOOL CLINIC PROGRAM 471 W PALMER STREET DETROIT MI 48202 386028429 501(C)(3) 6000 0 LEGAL SERVICES FOR LOW-INCOME HOUSEHOLDS 16 0 PART I, LINE 2: RECIPIENTS MUST COMPLY WITH ELIGIBILITY REQUIREMENTS TO QUALIFY FOR GRANTS AND ASSISTANCE. WE REQUIRE REPORTING BY GRANTEES ON THE COMPLETION OF THE GRANT AND IN SOME INSTANCES PERIODIC UPDATES BEFORE THE GRANT IS COMPLETED. X X X X 0 0 0 0 0 0 0 0 0 JENNIFER S BENTLEY EXECUTIVE DIRECTOR, ASST SEC/TREAS 164558 0 0 0 0 0 12313 0 15105 0 191976 0 0 0 FORM 990, PART VII, SECTION A, LINE 5 JENNIFER BENTLEY RECEIVED $191,976 IN TOTAL COMPENSATION FROM TANDEM PROF EMP SVCS IV LLC FOR SERVICES AS THE EXECUTIVE DIRECTOR. THIS INFORMATION IS BEING REPORTED ON PART VII OF THE 990 AND SCHEDULE J AS DIRECTED. JONATHAN FOWLER RECEIVED $133,035 IN TOTAL COMPENSATION FROM TANDEM PROF EMP SVCS IV LLC, FOR SERVICES AS THE CHIEF FINANCIAL OFFICER. THIS INFORMATION IS BEING REPORTED ON PART VII OF THE 990 AS DIRECTED. COMPENSATION REPORTED ON PART VII AND SCHEDULE J OF THE 990 IS BASED ON 2022 CALENDAR YEAR COMPENSATION USING A CASH METHOD OF REPORTING AS REQUIRED BY THE IRS INSTRUCTIONS FOR FORM 990, PART VII. COMPENSATION REPORTED ON THE FUNCTIONAL ALLOCATION SCHEDULE ON PART IX IS REPORTED ON THE ACCRUAL BASIS OF ACCOUNTING FOR THE FISCAL YEAR AND INCLUDES ALL FORMS OF COMPENSATION TO OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES AS REQUIRED BY THE IRS INSTRUCTIONS FOR FORM 990. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED 990 AND RELATED SCHEDULES ARE REVIEWED BY THE CHIEF FINANCIAL OFFICER AND EXECUTIVE DIRECTOR FOR ACCURACY AND COMPLETENESS. UPON THEIR APPROVAL, THE RETURN IS MADE AVAILABLE TO THE BOARD IN ELECTRONIC FORMAT. AFTER ANY CORRECTIONS OR CHANGES ARE MADE, THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS REGULARLY MONITORED AND ENFORCED. DISCLOSURE OF CONFLICTS IS REQUIRED ON AN ONGOING BASIS. IN ADDITION, MEMBERS WITH A CONFLICT OF INTEREST ARE REQUIRED TO REPORT THE CONFLICT. BOARD MINUTES WILL REFLECT THAT DISCLOSURE WAS MADE, THAT THE INTERESTED MEMBER ABSTAINED FROM VOTING, THE INTERESTED MEMBER'S PRESENCE WAS NOT COUNTED IN DETERMINING A QUORUM, AND, IF NECESSARY TO AVOID THE CONFLICT, THE BASIS USED BY THE BOARD FOR MAKING THE DECISION SHALL BE RECORDED. BOARD MEMBERS MUST ALSO SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY, ACKNOWLEDGING ITS RECEIPT, AND NOTING ANY CONFLICTS KNOWN AT THAT TIME. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION USES A COMPENSATION CONSULTANT TO PROVIDE GUIDANCE BASED ON PERIODIC DETAILED STUDIES REGARDING MARKET-BASED SALARY RANGES FOR THE FOUNDATION'S SPECIFIC STAFF POSITIONS. THE CONSULTANT ALSO PROVIDES PERIODIC INFORMATION REGARDING APPROPRIATE SALARY ADJUSTMENTS FOR STAFF POSITIONS. THIS IS CONSISTENT WITH THE FOUNDATION'S BOARD-ADOPTED POLICY TO USE MARKET-BASED COMPENSATION. THE BOARD DETERMINES THE SPECIFIC SALARY OF THE EXECUTIVE DIRECTOR, WHO DETERMINES THE SALARIES OF OTHER STAFF. THE BOARD ALSO APPROVES AN AGGREGATE SALARY AMOUNT IN THE BUDGET FOR TOTAL COMPENSATION EXPENSES. MICHIGAN STATE BAR FOUNDATION DOES NOT PAY ANY EMPLOYEES DIRECTLY. ALL EMPLOYEES ARE LEASED EMPLOYEES WHO RECEIVE THEIR PAYCHECKS AND BENEFITS FROM A PROFESSIONAL EMPLOYER ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE AVAILABLE UPON REQUEST.