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← NATIONAL LEGAL AID AND DEFENDER ASSOCIATION

Form 990 for tax year 2023

Filed by NATIONAL LEGAL AID AND DEFENDER ASSOCIATION.

Totals

Total revenue
$6,090,328
Total expenses
$7,194,285
Contributions and grants received
$2,884,155
Grants paid
$11,808
Program service revenue
$2,879,928
Investment income
$28,234
Other revenue
$298,011
Total assets, end of year
$4,067,216
Total liabilities, end of year
$2,110,826
Net assets or fund balances, end of year
$1,956,390
Program services expenses (Part IX)
$4,281,292
Management and general expenses
$1,983,760
Fundraising expenses
$929,233
Program service expenses (Part III)
$4,281,292

Program services were 59.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $7,841

  • 1c · Fundraising events

    $535,138

  • 1e · Government grants (contributions)

    $840,016

  • 1f · All other contributions, gifts and grants

    $1,501,160

  • 1g · Noncash contributions included above

    $9,500

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $1,849,232 · related or exempt $1,849,232

  • 2b · Program service revenue: CONFERENCE & TRAINING

    total $747,953 · related or exempt $721,538 · excluded $26,415

  • 2c · Program service revenue: INSURANCE ADMIN.

    total $133,100 · related or exempt $133,100

  • 2d · Program service revenue: CONTRACT INCOME

    total $119,143 · related or exempt $119,143

  • 2e · Program service revenue: PUBLICATIONS

    total $30,500 · related or exempt $30,500

  • 3 · Investment income

    total $28,234 · excluded $28,234

  • 5 · Royalties

    total $418,825 · excluded $418,825

  • 8a · Fundraising events: gross income

    $52,996

  • 8a · Fundraising events: contributions included on line 1c

    $535,138

  • 8b · Fundraising events: direct expenses

    $176,050

  • 8c · Net income from fundraising events

    total -$123,054 · excluded -$123,054

  • 11a · Other revenue: OTHER INCOME

    total $2,240 · excluded $2,240

  • 11e · Other revenue, total

    $2,240

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $11,808 · program services $11,808

  • 5 · Compensation of officers, directors and key employees

    total $1,220,789 · program services $422,635 · management and general $565,709 · fundraising $232,445

  • 7 · Other salaries and wages

    total $2,050,276 · program services $1,507,922 · management and general $276,864 · fundraising $265,490

  • 8 · Pension plan contributions

    total $16,744 · program services $7,394 · management and general $7,205 · fundraising $2,145

  • 9 · Other employee benefits

    total $281,344 · program services $136,724 · management and general $118,601 · fundraising $26,019

  • 10 · Payroll taxes

    total $221,699 · program services $97,904 · management and general $95,398 · fundraising $28,397

  • 11a · Fees: management

    total $130,000 · program services $76,859 · management and general $39,279 · fundraising $13,862

  • 11b · Fees: legal

    total $11,472 · management and general $11,472

  • 11c · Fees: accounting

    total $36,075 · management and general $36,075

  • 11d · Fees: lobbying

    total $20,000 · program services $20,000

  • 11g · Fees: other

    total $1,218,535 · program services $784,007 · management and general $310,555 · fundraising $123,973

  • 13 · Office expenses

    total $325,481 · program services $80,135 · management and general $185,261 · fundraising $60,085

  • 16 · Occupancy

    total $341,641 · program services $138,014 · management and general $138,271 · fundraising $65,356

  • 17 · Travel

    total $346,363 · program services $294,226 · management and general $27,236 · fundraising $24,901

  • 19 · Conferences, conventions and meetings

    total $618,035 · program services $519,336 · management and general $84,499 · fundraising $14,200

  • 22 · Depreciation, depletion and amortization

    total $69,778 · program services $20,710 · management and general $30,591 · fundraising $18,477

  • 23 · Insurance

    total $23,802 · program services $6,929 · management and general $10,519 · fundraising $6,354

  • 24a · Other expenses: OTHER OPERATING EXPENSE

    total $166,975 · program services $97,906 · management and general $30,418 · fundraising $38,651

  • 24b · Other expenses: DUES AND REGISTRATIONS

    total $67,987 · program services $54,819 · management and general $9,548 · fundraising $3,620

  • 24c · Other expenses: EQUIP. RENTAL & MAINT.

    total $15,481 · program services $3,964 · management and general $6,259 · fundraising $5,258

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $358,439 · end of year $208,478

  • 2 · Savings and temporary cash investments

    beginning of year $4,192,316 · end of year $2,178,963

  • 3 · Pledges and grants receivable

    beginning of year $82,905 · end of year $962,760

  • 4 · Accounts receivable

    beginning of year $226,701 · end of year $199,212

  • 9 · Prepaid expenses and deferred charges

    beginning of year $100,706 · end of year $93,357

  • 10a · Land, buildings and equipment: cost or other basis

    $1,050,276

  • 10b · Land, buildings and equipment: accumulated depreciation

    $972,227

  • 10c · Land, buildings and equipment, net

    beginning of year $143,065 · end of year $78,049

  • 15 · Other assets

    beginning of year $676,325 · end of year $346,397

  • 17 · Accounts payable and accrued expenses

    beginning of year $365,369 · end of year $332,483

  • 19 · Deferred revenue

    beginning of year $1,129,155 · end of year $1,156,673

  • 24 · Unsecured notes and loans payable

    beginning of year $150,000 · end of year $147,603

  • 25 · Other liabilities

    beginning of year $1,075,586 · end of year $474,067

  • 27 · Net assets without donor restrictions

    beginning of year $1,341,436 · end of year $573,415

  • 28 · Net assets with donor restrictions

    beginning of year $1,718,911 · end of year $1,382,975

Mission and programs · 2023

Mission

THE NATIONAL LEGAL AID & DEFENDER ASSOCIATION (NLADA) WORKS TO PROMOTE AND DEVELOP HIGH QUALITY, EFFECTIVE CIVIL LEGAL AID AND PUBLIC DEFENSE SERVICES. NLADA ACCOMPLISHES THIS BY SUPPORTING THE EXISTING NETWORK OF CIVIL AND DEFENDER SERVICES THROUGHOUT THE COUNTRY AND BY ENCOURAGING THE FORMATION OF NEW LEGAL AID AND DEFENDER ORGANIZATIONS THROUGHOUT THE COUNTRY WHOSE PURPOSE IT IS TO PROVIDE FREE LEGAL ASSISTANCE TO LOW INCOME INDIVIDUALS.

Activities or mission (Part I)

TO DEVELOP & PROMOTE HIGH QUALITY, EFFECTIVE CIVIL LEGAL ASSISTANCE & PUBLIC DEFENSE SERVICES.

  • SPECIAL PROJECTS - RESTRICTED GRANTS RECEIVED BY NLADA TO CARRY OUT SPECIFIC PROJECTS ON BEHALF OF CIVIL LEGAL AID AND PUBLIC DEFENSE. NLADA'S CIVIL AND DEFENDER DIVISIONS BOTH RECEIVED FUNDING TO SUPPORT AND PROMOTE THE DELIVERY OF HIGH QUALITY LEGAL SERVICES IN THE FIELD. THE CIVIL DIVISION RECEIVED FUNDING TO SUPPORT WORK TO ENHANCE OUTREACH, EDUCATION AND TRAINING TO CIVIL LEGAL AID PROGRAMS DURING THE NATIONWIDE PANDEMIC AND LOCK DOWN. THE DEFENDER DIVISION HAS RECEIVED FUNDING TO CARRY OUT VARIOUS INITIATIVES ON BEHALF OF AN IMPROVED PUBLIC DEFENSE SYSTEM.

    Expenses $2,226,701 · Grants $11,737

  • CIVIL DIVISION - SUPPORTS A WIDE ARRAY OF ACTIVITIES ON BEHALF OF CIVIL LEGAL AID PROGRAM PROVIDERS, PRO BONO ATTORNEYS, LAW SCHOOLS, BAR ASSOCIATIONS AND OTHER ORGANIZATIONS AND INDIVIDUALS PLAYING A ROLE IN ENSURING THAT LOW-INCOME PEOPLE HAVE ACCESS TO EFFECTIVE REPRESENTATION IN CIVIL LEGAL MATTERS. THE DEFENDER DIVISION SUPPORTS AN ARRAY OF ACTIVITIES ON BEHALF OF IMPROVED PUBLIC DEFENSE SYSTEMS.

    Expenses $608,070 · Grants $57 · Revenue $1,849,232

  • COMMUNICATIONS - THE COMMUNICATIONS DEPARTMENT PLAYS A CRUCIAL ROLE IN CRAFTING AND DISSEMINATING AN ORGANIZATION'S MESSAGES TO ITS TARGET AUDIENCE AND THE BROADER PUBLIC. IT IS RESPONSIBLE FOR PUBLIC RELATIONS, MEDIA RELATIONS, INTERNAL COMMUNICATIONS, AND MARKETING COMMUNICATIONS. THE DEPARTMENT ENSURES CONSISTENCY IN MESSAGING ACROSS ALL PLATFORMS, HELPS IN BUILDING AND MAINTAINING THE ORGANIZATION'S REPUTATION, ENGAGES WITH STAKEHOLDERS, AND SUPPORTS THE OVERALL STRATEGIC GOALS.

    Expenses $457,629

  • TRAINING AND CONFERENCE DIVISION

    Expenses $417,828 · Revenue $369,753

  • ANNUAL CONFERENCE

    Expenses $288,966 · Revenue $378,200

  • DEFENDER DIVISION

    Expenses $241,222 · Grants $12 · Revenue $282,743

  • GOVERNMENT RELATIONS

    Expenses $40,876 · Grants $2

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jo-Ann Wallace

    DIRECTOR

    Total calculated
    $377,696
    From this org
    $0
    From related orgs
    $331,506
    Other
    $46,190
    Hours/week
    1 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $331,506 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $46,190 related
    Filer's total
    $0 + $377,696 related

  • April Camara Frazier

    PRESIDENT AND CEO

    Total calculated
    $240,351
    From this org
    $210,486
    From related orgs
    $0
    Other
    $29,865
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $210,486
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $29,865
    Filer's total
    $240,351

  • Alison Bloomquist

    VP, DLS

    Total calculated
    $208,538
    From this org
    $172,115
    From related orgs
    $0
    Other
    $36,423
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $172,115
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $36,423
    Filer's total
    $208,538

  • Maria Soto

    SR. VP OF OPERATIONS/SECRETARY

    Total calculated
    $201,388
    From this org
    $176,107
    From related orgs
    $0
    Other
    $25,281
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $176,107
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $25,281
    Filer's total
    $201,388

  • Aileen Moffatt

    VP OF EXTERNAL RELATIONS

    Total calculated
    $193,680
    From this org
    $168,531
    From related orgs
    $0
    Other
    $25,149
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $168,531
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $25,149
    Filer's total
    $193,680

  • Cherise Burdeen

    VP, MISSION SUPPORT

    Total calculated
    $189,233
    From this org
    $174,044
    From related orgs
    $0
    Other
    $15,189
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $174,044
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $15,189
    Filer's total
    $189,233

  • Radhika Singh

    VP, CIVIL LEGAL AID INITIATIVES

    Total calculated
    $187,599
    From this org
    $171,359
    From related orgs
    $0
    Other
    $16,240
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $171,359
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $16,240
    Filer's total
    $187,599

  • Rabiah Burks

    VP, COMMUNICATIONS

    Total calculated
    $159,025
    From this org
    $145,036
    From related orgs
    $0
    Other
    $13,989
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $145,036
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $13,989
    Filer's total
    $159,025

  • Yvette Hatcher

    DIRECTOR, FINANCE

    Total calculated
    $146,320
    From this org
    $123,093
    From related orgs
    $0
    Other
    $23,227
    Hours/week
    37.5

  • Keri Nash

    DIRECTOR, RACIAL EQUITY

    Total calculated
    $143,101
    From this org
    $128,610
    From related orgs
    $0
    Other
    $14,491
    Hours/week
    37.5

  • Christopher Buerger

    CHIEF COUNSEL, CIVIL

    Total calculated
    $118,423
    From this org
    $113,306
    From related orgs
    $0
    Other
    $5,117
    Hours/week
    37.5

  • David Miller

    DIRECTOR, POLICY

    Total calculated
    $113,861
    From this org
    $103,259
    From related orgs
    $0
    Other
    $10,602
    Hours/week
    37.5

  • Stan German

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • Rhodia D Thomas

    IMMED. PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Rosita Stanley

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • Maria Thomas-Jones

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • Ronald Simpson-Bey

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • James Chosy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Angela Ciolfi

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Soummer Crawford

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Eddie Ellis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Nalani Fujimori Kaina

    DIRECTOR - UNTIL 2/2023

    Total calculated
    $0
    Hours/week
    1

  • Lillian Johnson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jack Londen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tina Luongo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Aisha McWeary

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Liza Merrill

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jodi Metz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kelli Neptune

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Preston Pugh

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Schultz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Aaron Sontz

    DIRECTOR - UNTIL 10/2023

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Travel for companions
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
DURING THE YEAR ENDED DECEMBER 31, 2023, ROSITA STANLEY, VICE CHAIRPERSON, RECEIVED A BENEFIT FOR TRAVEL WITH COMPANIONS. THIS TRAVEL WITH COMPANIONS IS NOT INCLUDED IN TAXABLE COMPENSATION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • NLADA SERVICE CORPORATION

    C · INSURANCE ADMINISTRATION SERVICE · VA · 100% owned · share of income $2,276,839 · share of assets $2,198,132 · controlled entity

    Directly controlled by NLADA

Provenance

Return type
form_990
Tax year
2023
Filed
20 September 2024
IRS schema version
2023v5.1
Source object
202432679349301158

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