Skip to content
Nonprofiteer
← LEGAL AID SOCIETY OF MIDDLE TENNESSEE AND THE CUMBERLANDS

Form 990 for tax year 2024

Filed by LEGAL AID SOCIETY OF MIDDLE TENNESSEE AND THE CUMBERLANDS.

Totals

Total revenue
$15,110,563
Total expenses
$13,738,251
Contributions and grants received
$14,727,111
Grants paid
$0
Program service revenue
$7,248
Investment income
$376,204
Other revenue
$0
Total assets, end of year
$12,624,670
Total liabilities, end of year
$3,858,461
Net assets or fund balances, end of year
$8,766,209
Program services expenses (Part IX)
$11,275,879
Management and general expenses
$2,226,484
Fundraising expenses
$235,888
Program service expenses (Part III)
$11,275,879

Program services were 82.1% 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.

  • 1e · Government grants (contributions)

    $11,831,122

  • 1f · All other contributions, gifts and grants

    $2,895,989

  • 1g · Noncash contributions included above

    $4,527

  • 2a · Program service revenue: ATTORNEY FEES

    total $7,248 · related or exempt $7,248

  • 3 · Investment income

    total $267,838 · excluded $267,838

  • 7a · Gross sales of assets other than inventory

    securities $592,363

  • 7b · Less cost or other basis and sales expenses

    securities $483,997

  • 7c · Gain or loss

    securities $108,366

  • 7d · Net gain or loss

    total $108,366 · excluded $108,366

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $288,874 · management and general $245,543 · fundraising $43,331

  • 7 · Other salaries and wages

    total $8,389,365 · program services $7,392,004 · management and general $974,508 · fundraising $22,853

  • 8 · Pension plan contributions

    total $216,592 · program services $193,530 · management and general $22,873 · fundraising $189

  • 9 · Other employee benefits

    total $1,821,910 · program services $1,564,278 · management and general $245,422 · fundraising $12,210

  • 10 · Payroll taxes

    total $624,934 · program services $536,672 · management and general $83,405 · fundraising $4,857

  • 11c · Fees: accounting

    total $57,681 · program services $26,763 · management and general $22,766 · fundraising $8,152

  • 11f · Fees: investment management

    total $31,897 · management and general $31,897

  • 11g · Fees: other

    total $673,793 · program services $312,624 · management and general $265,934 · fundraising $95,235

  • 13 · Office expenses

    total $445,822 · program services $306,905 · management and general $115,116 · fundraising $23,801

  • 16 · Occupancy

    total $665,066 · program services $534,688 · management and general $130,378

  • 17 · Travel

    total $142,123 · program services $125,374 · management and general $15,183 · fundraising $1,566

  • 19 · Conferences, conventions and meetings

    total $97,509 · program services $60,981 · management and general $34,280 · fundraising $2,248

  • 22 · Depreciation, depletion and amortization

    total $35,642 · program services $35,623 · management and general $17 · fundraising $2

  • 23 · Insurance

    total $56,637 · program services $24,618 · management and general $32,019

  • 24a · Other expenses: COURT COSTS AND LITIGAT

    total $126,058 · program services $125,783 · management and general $275

  • 24b · Other expenses: DUES AND FEES

    total $43,079 · program services $36,036 · management and general $6,868 · fundraising $175

  • 24c · Other expenses: BAD DEBT EXPENSE

    total $17,495 · fundraising $17,495

  • 24d · Other expenses: MISCELLANEOUS EXPENSE

    total $3,774 · fundraising $3,774

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,035,676 · end of year $2,017,425

  • 2 · Savings and temporary cash investments

    beginning of year $1,175,299 · end of year $1,413,316

  • 3 · Pledges and grants receivable

    beginning of year $1,334,088 · end of year $2,575,347

  • 9 · Prepaid expenses and deferred charges

    beginning of year $58,037 · end of year $94,454

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

    $499,360

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

    $346,198

  • 10c · Land, buildings and equipment, net

    beginning of year $184,954 · end of year $153,162

  • 11 · Investments: publicly traded securities

    beginning of year $3,606,084 · end of year $4,097,537

  • 15 · Other assets

    beginning of year $2,705,647 · end of year $2,273,429

  • 17 · Accounts payable and accrued expenses

    beginning of year $894,094 · end of year $1,255,919

  • 19 · Deferred revenue

    beginning of year $173,143 · end of year $231,866

  • 21 · Escrow or custodial account liability

    beginning of year $1,063 · end of year $2,744

  • 25 · Other liabilities

    beginning of year $2,842,868 · end of year $2,367,932

  • 27 · Net assets without donor restrictions

    beginning of year $5,204,401 · end of year $5,803,914

  • 28 · Net assets with donor restrictions

    beginning of year $1,984,216 · end of year $2,962,295

Mission and programs · 2024

Mission

TO ENFORCE, ADVANCE AND DEFEND THE CIVIL LEGAL RIGHTS OF LOW INCOME AND VULNERABLE PEOPLE, ESPECIALLY ON BEHALF OF ELDERLY, CHILDREN, VICTIMS OF DOMESTIC VIOLENCE AND PERSONS WITH DISABILITIES, BY PROVIDING FREE, CIVIL LEGAL ASSISTANCE TO HELP OBTAIN FOR THEM THE BASIC NECESSITIES OF LIFE, INCLUDING FOOD, SHELTER, SAFETY AND HEALTHCARE.

Activities or mission (Part I)

TO PROVIDE CIVIL LEGAL ASSISTANCE TO LOW-INCOME PEOPLE AND THEIR FAMILIES.

  • THE LEGAL AID SOCIETY GIVES FREE LEGAL AID TO PEOPLE WHO HAVE NOWHERE ELSE TO TURN. IT PROVIDES DIRECT LEGAL ASSISTANCE, SELF-HELP BROCHURES AND ADVICE TO INDIVIDUAL CLIENTS AND LEGAL EDUCATION TO GROUPS AND THE PUBLIC. ITS FUNDAMENTAL MISSION IS TO PROVIDE SAFETY AND STABILITY TO FAMILIES AND CHILDREN. IT HELPS THEM BY PREVENTING AND ENDING DOMESTIC VIOLENCE; OBTAINING INCOME (FROM PUBLIC BENEFITS SUCH AS SOCIAL SECURITY, FOOD STAMPS AND WELFARE AND EMPLOYMENT COMPENSATION); RESOLVING INCOME TAX DISPUTES; OBTAINING HEALTH INSURANCE AND HEALTH SERVICES; RESOLVING CONSUMER DISPUTES; GAINING AND PROTECTING HOUSING, AND ASSURING APPROPRIATE EDUCATION AND OTHER SERVICES FOR CHILDREN. IN 2024, LEGAL AID HANDLED 7,143 CASES. VOLUNTEER ATTORNEYS WORKING THROUGH LEGAL AID SOCIETY VOLUNTEER LAWYERS PROGRAM HANDLED AN ADDITIONAL 1,191 CASES. AN ADDITIONAL 59 CASES WERE HANDLED THROUGH OUR CONTRACT ATTORNEY PROGRAM (CAP). DONATED LEGAL SERVICES FOR 2024 TOTAL $1,210,688.

    Expenses $11,275,879 · Revenue $7,248

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • ERIN PALMER POLLY

    SECOND VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • SUSAN L KAY

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • WALTER H STUBBS

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • TREY RELIFORD

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • JAMES L WEATHERLY JR

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    0.5

  • CHRISTINA SANDERS

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5

  • DAVID A WEIL

    FIRST VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • CAMERON R HOFFMEYER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • KONDAL REDDY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • JOEL LUCAS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • BRAD HORNSBY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • MISTY M PHY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • MARGARET DODSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • KATIE M ZIPPER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • TRACI BROOKS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • JAMES CONLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • DIANE DAVIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • FRANK TOUB

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • MELINDA BROWN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • ASHLEY WATERS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • JOHN T BLANKENSHIP

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • KATIE BELL KLINGHARD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • SHARON CRANE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • DARKENYA WALLER

    EXECUTIVE DIRECTOR

    Total calculated
    $184,996
    From this org
    $178,117
    From related orgs
    $0
    Other
    $6,879
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $178,117
    Bonus
    $0
    Other
    $0
    Deferred
    $5,774
    Nontaxable benefits
    $1,105
    Filer's total
    $184,996

  • ANNA CATLIN

    DIRECTOR OF FINANCE

    Total calculated
    $103,876
    From this org
    $100,219
    From related orgs
    $0
    Other
    $3,657
    Hours/week
    40

  • JAMES FOWLER

    MANAGING ATTORNEY

    Total calculated
    $122,225
    From this org
    $103,530
    From related orgs
    $0
    Other
    $18,695
    Hours/week
    40

  • MARLA WILLIAMS

    PRACTICE GROUP LEAD ATTORNEY

    Total calculated
    $125,389
    From this org
    $107,501
    From related orgs
    $0
    Other
    $17,888
    Hours/week
    40

  • WILLIAM BUSH

    STAFF ATTORNEY

    Total calculated
    $118,317
    From this org
    $114,234
    From related orgs
    $0
    Other
    $4,083
    Hours/week
    40

  • ZACHARY OSWALD

    DEP. DIRECTOR OF CLIENT SERVICES

    Total calculated
    $126,321
    From this org
    $108,201
    From related orgs
    $0
    Other
    $18,120
    Hours/week
    40

  • DAVID KOZLOWSKI

    DIRECTOR OF ADVOCACY

    Total calculated
    $143,089
    From this org
    $113,415
    From related orgs
    $0
    Other
    $29,674
    Hours/week
    40

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

  • 3 · Approval by the board or compensation committee

Answered no

  • 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

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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
23 July 2025
IRS schema version
2024v5.2
Source object
202512049349301371

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.