2025-11-07T16:24:24-06:00 2025-06-30 840884124 BiggsKofford PC 1975 Research Pkwy Suite 255 Colorado Springs CO 80920 990 2024-07-01 742250921 Colorado Lawyer Trust Account Foundation COLO 3038637221 1120 Lincoln Street 701 Denver CO 80203 Jordan Bates-Rogers Executive Director 3038637221 2025-11-07 1 1 Tyler Atkins CPA P01818337 7195799090 2025-11-07 2024 2025-03-06 01:10:19Z Jordan Bates-Rogers 1120 Lincoln Street 701 Denver CO 80203 20932916 0 X www.coltaf.org X 1982 CO Funding of legal services, pro-bono, and legal education projects. 16 16 0 0 0 0 86620 126579 19287039 19221568 863357 1369083 0 215686 20237016 20932916 9684948 9721000 0 0 173673 220445 0 0 0 81021 150528 9939642 10091973 10297374 10840943 27532558 32243504 7324333 1194336 20208225 31049168 Funding of legal services, pro-bono, and legal education projects. 0 0 9721000 9721000 19221568 Funding of legal services, pro-bono, and legal education projects. 9721000 1 1 0 1 0 0 0 0 0 0 1 1 0 0 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 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 X X The Organization 3038637221 1120 Lincoln Street 701 Denver CO 80203 Sam Niebrugge President 4.00 X X 0 0 0 Elizabeth A Och Vice President 4.00 X X 0 0 0 Erin M Eiselein Secretary 4.00 X X 0 0 0 Kim Eilber Treasurer 4.00 X X 0 0 0 Amanda Hopkins Trustee 1.00 X 0 0 0 Angela D Boykins Trustee 1.00 X 0 0 0 Ben Sparks Trustee 1.00 X 0 0 0 C Adam Foster Trustee 1.00 X 0 0 0 Chris Nicholl Trustee 1.00 X 0 0 0 Clarissa Collier Trustee 1.00 X 0 0 0 Jeffrey M Kane Trustee 1.00 X 0 0 0 Julie Gifford Trustee 1.00 X 0 0 0 Klaralee R Charlton Trustee 1.00 X 0 0 0 Matthew R Baca Trustee 1.00 X 0 0 0 Trung Nguyen Trustee 1.00 X 0 0 0 William J Martinez Trustee 1.00 X 0 0 0 David Johnson Trustee (thru October 2024) 1.00 X 0 0 0 Steven Patrick Trustee (thru October 2024) 1.00 X 0 0 0 Jordan Bates-Rogers Executive Director 20.00 20.00 X 0 121050 3053 0 121050 3053 0 0 0 0 0 126579 126579 Trust account interest 900099 19221568 19221568 19221568 1369083 1369083 Miscellaneous income 900099 215686 215686 215686 20932916 19437254 0 1369083 9721000 9721000 64496 64496 120704 120704 6309 6309 14803 14803 14133 14133 17825 17825 11164 11164 10910 10910 11249 11249 42065 42065 15742 15742 11067 11067 25431 25431 Miscellaneous 5075 5075 10091973 9721000 370973 0 22281360 28789157 1431373 1446193 5015 0 7371 7371 0 0 3814810 2008154 27532558 32243504 1827 35010 6384948 220000 937558 939326 7324333 1194336 X 18607774 29448717 1600451 1600451 20208225 31049168 27532558 32243504 10840943 0 X X 0 1 X 1 0 X 142703 37844 77794 86620 126579 471540 1728793 1775650 11064903 19287039 19437254 53293639 1871496 1813494 11142697 19373659 19563833 53765179 0 15693 16380 32073 15693 16380 32073 53733106 59165 48466 262590 863357 1369083 2602661 59165 48466 262590 863357 1369083 2602661 215686 215686 1930661 1861960 11405287 20237016 21148602 56583526 0.94960 0.96470 0.04600 0.03450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 3324 3324 10088649 10091973 654599 163650 0 0 282030 456858 646982 654599 2040469 3060704 73905 53752 75000 3324 205981 70508 114215 161746 163650 510119 765179 27918 21501 30000 79419 7371 7371 0 0 Certificates of deposit 2008154 C 2008154 Unclaimed funds 939326 939326 X 20932916 0 20932916 0 20932916 10091973 0 10091973 0 10091973 Part X, Line 2: The Foundation evaluates the effect of uncertain tax positions, if any, and provides for those positions in accordance with the provisions of FASB ASC Topic 450, Contingencies. No tax accrual for uncertain tax positions has been recorded as management believes there are no uncertain tax positions for the Foundation. 1 Alpine Legal Services 110 8th St Glenwood Springs CO 81601 841061991 501(c)(3) 90000 0 Program support Colorado Access to Justice Commission 1290 Broadway Suite 1700 Denver CO 80203 871768584 501(c)(3) 350000 0 Program support Colorado Center on Law and Policy 789 N Sherman St Suite 303 Denver CO 80203 841264154 501(c)(3) 150000 0 Program support Colorado Legal Services 102 S Tejon Suite 430 Colorado Springs CO 80903 840402702 501(c)(3) 7961125 0 Program support Colorado Poverty Law Project 66 S Logan St Denver CO 80209 471066158 501(c)(3) 110000 0 Program support Justice and Mercy Legal Aid Center 913 Wyandot St Denver CO 80204 844939757 501(c)(3) 120000 0 Program support Larimer County Bar Association PO Box 781 Fort Collins CO 80522 841090041 501(c)(6) 18000 0 Program support Metro Volunteer Lawyers 1900 Grant St Suite 950 Denver CO 80203 742554415 501(c)(3) 110000 0 Program support Pikes Peak Justice and Pro Bono Center PO Box 429 Colorado Springs CO 80901 274331236 501(c)(3) 100000 0 Program support Pro Bono Project of Mesa County 1129 Colorado Ave Grand Junction CO 81501 841039329 501(c)(3) 30000 0 Program support Rocky Mountain Immigrant Advocacy Network 7301 Federal Blvd Suite 300 Westminster CO 80030 841565542 501(c)(3) 330208 0 Program support San Luis Valley Bar Association Pro Bono PO Box 22 Alamosa CO 81101 742492781 501(c)(3) 9500 0 Program support TESSA of Colorado Springs 435 Gold Pass Hts Colorado Springs CO 80906 840746803 501(c)(3) 76167 0 Program support Spero Justice Center 1312 17th St Denver CO 80202 475606568 501(c)(3) 140000 0 Program support Transformative Justice Project of Colorado 130 W 5th Ave Denver CO 80204 272021425 501(c)(3) 55000 0 Program support Uncompahgre Volunteer Legal Aid 300 N Cascade Avenue Suite U-2 Montrose CO 81401 841203569 501(c)(3) 50000 0 Program support Weld County Legal Services PO Box 1283 Greeley CO 80632 840937054 501(c)(3) 21000 0 Program support 17 Part I, Line 2: Committees, comprised entirely of board members, review grant applications, and make grant recommendations to the full board. These committees also review grant reports, which are required annually from Pro-Bono and discretionary grantees. In addition, the Foundation is in regular contact with Colorado Legal Services (CLS), and receives written information about CLS's programs and activities, both periodically and upon request, including financial statements and board minutes. Form 990, Part VI, Section A, line 6 Licensed lawyers practicing in Colorado who, or whose Law Firm, participate in COLTAF. Form 990, Part VI, Section A, line 7a Members elect seven directors, the Colorado Bar Association appoints seven directors, the Colorado Bar Foundation appoints one director, and Colorado Legal Services appoints one director. Form 990, Part VI, Section A, line 7b Voting by members is required for 1) amendment to the Articles of Incorporation and 2) approval of a plan of dissolution. Form 990, Part VI, Section B, line 11b The Executive Director reviews the return before it is filed. Form 990, Part VI, Section B, line 12c COLTAF provides a copy of the policy to all responsible persons on an annual basis. Each responsible person is required to disclose any conflict as soon as they become aware of it. Form 990, Part VI, Section B, line 15a Executive Directors' compensation is reviewed, at a minumum, at an annual performance review conducted by the Board Chair. The review includes an analysis of recent nonprofit salary survey information available, including report of the National Association of Iolta programs. Form 990, Part VI, Section C, line 19 Available upon request. Form 990, Part XII, Line 2c: The process has not changed from the prior year. Legal Aid Foudation of Colorado 1120 Lincoln St Suite 701 Denver CO 80203 742182277 Solicits contributions for legal aid to low-income persons CO 501(c)(3) Line 7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 Legal Aid Foundation of Colorado O 220445 Actual payment Legal Aid Foundation of Colorado P 150528 Actual payment