Form 990 for tax year 2023
Filed by SAN LUIS OBISPO LEGAL ASSISTANCE FOUNDATION.
Totals
- Total revenue
- $2,016,963
- Total expenses
- $1,704,284
- Contributions and grants received
- $1,731,782
- Grants paid
- $0
- Program service revenue
- $215,545
- Investment income
- $28,314
- Other revenue
- $41,322
- Total assets, end of year
- $1,537,182
- Total liabilities, end of year
- $726,457
- Net assets or fund balances, end of year
- $810,725
- Program services expenses (Part IX)
- $1,432,025
- Management and general expenses
- $191,262
- Fundraising expenses
- $80,997
- Program service expenses (Part III)
- $1,432,025
Program services were 84.0% 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.
-
1c · Fundraising events
$38,826
-
1e · Government grants (contributions)
$1,215,728
-
1f · All other contributions, gifts and grants
$477,228
-
1g · Noncash contributions included above
$20,331
-
2a · Program service revenue: ATTORNEY FEES
total $215,545 · related or exempt $215,545
-
3 · Investment income
total $28,314 · excluded $28,314
-
8a · Fundraising events: gross income
$138,576
-
8a · Fundraising events: contributions included on line 1c
$38,826
-
8b · Fundraising events: direct expenses
$97,254
-
8c · Net income from fundraising events
total $41,322 · excluded $41,322
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $116,049 · program services $30,983 · management and general $64,699 · fundraising $20,367
-
7 · Other salaries and wages
total $993,687 · program services $938,636 · management and general $25,006 · fundraising $30,045
-
9 · Other employee benefits
total $180,705 · program services $157,887 · management and general $14,607 · fundraising $8,211
-
10 · Payroll taxes
total $91,347 · program services $79,813 · management and general $7,384 · fundraising $4,150
-
11c · Fees: accounting
total $21,471 · management and general $19,686 · fundraising $1,785
-
12 · Advertising and promotion
total $8,638 · management and general $8,338 · fundraising $300
-
13 · Office expenses
total $28,582 · program services $22,251 · management and general $5,106 · fundraising $1,225
-
14 · Information technology
total $41,335 · program services $38,218 · management and general $1,648 · fundraising $1,469
-
16 · Occupancy
total $138,506 · program services $96,054 · management and general $31,299 · fundraising $11,153
-
17 · Travel
total $22,100 · program services $20,420 · management and general $1,118 · fundraising $562
-
22 · Depreciation, depletion and amortization
total $9,000 · program services $7,258 · management and general $1,329 · fundraising $413
-
23 · Insurance
total $23,837 · program services $21,899 · management and general $1,205 · fundraising $733
-
24a · Other expenses: DUES AND SUBSCRIPTIONS
total $14,565 · program services $11,217 · management and general $2,764 · fundraising $584
-
24b · Other expenses: LEGAL SERVICES EXPENSES
total $7,493 · program services $7,344 · management and general $149
-
24c · Other expenses: BOARD OF DIRECTORS EXPE
total $6,504 · management and general $6,504
-
24d · Other expenses: TAXES
total $465 · program services $45 · management and general $420
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $244,178 · end of year $140
-
2 · Savings and temporary cash investments
beginning of year $499,974 · end of year $835,069
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $471,911
-
9 · Prepaid expenses and deferred charges
beginning of year $0 · end of year $26,123
-
10a · Land, buildings and equipment: cost or other basis
$46,217
-
10b · Land, buildings and equipment: accumulated depreciation
$20,872
-
10c · Land, buildings and equipment, net
beginning of year $28,471 · end of year $25,345
-
15 · Other assets
beginning of year $12,139 · end of year $178,594
-
17 · Accounts payable and accrued expenses
beginning of year $0 · end of year $119,223
-
19 · Deferred revenue
beginning of year $0 · end of year $444,451
-
25 · Other liabilities
beginning of year $5,841 · end of year $162,783
-
27 · Net assets without donor restrictions
beginning of year $778,921 · end of year $810,725
Mission and programs · 2023
Mission
SAN LUIS OBISPO LEGAL ASSISTANCE FOUNDATION'S MISSION IS TO PROVIDE LEGAL SERVICES AND RESOURCES TO PEOPLE IN NEED.
Activities or mission (Part I)
FREE LEGAL SERVICES FOR LOW-INCOME SAN LUIS OBISPO COUNTY RESIDENTS IN NEED
-
THE ORGANIZATION PROVIDES FREE LEGAL SERVICES FOR LOW-INCOME SAN LUIS OBISPO COUNTY RESIDENTS IN NEED. SOME OF THEIR LEGAL SERVICES RESULTED IN THE ORGANIZATION BEING CO-COUNSEL IN A CLASS ACTION LAWSUIT REPRESENTING INDIVIDUALS THAT MAY NOT OTHERWISE BEEN ABLE TO SECURE NECESSARY COUNSEL GIVEN DISADVANTAGE OR LOW INCOME. DURING THE 6/30/24 FISCAL YEAR, THE ORGANIZATION AND CO-COUNSEL WERE AWARDED ATTORNEY FEES.
Expenses $1,432,025 · Revenue $215,545
As filed on the 2023 return.
Listed in Part VII
-
Donna JonesDONNA JONES
EXECUTIVE DIRECTOR
- Total calculated
- $127,112
- From this org
- $114,465
- From related orgs
- $0
- Other
- $12,647
- Hours/week
- 50
-
Khouloud E PearsonKHOULOUD E PEARSON
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Erica Flores BaltodanoERICA FLORES BALTODANO
PAST PRESIDENT (PART YEAR)
- Total calculated
- $0
- Hours/week
- 1
-
Brian StackBRIAN STACK
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Catherine DevlinCATHERINE DEVLIN
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Lisa Boutelle LazzaraLISA BOUTELLE LAZZARA
DIRECTOR (PART YEAR)
- Total calculated
- $0
- Hours/week
- 1
-
Michael ChenMICHAEL CHEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John FowlerJOHN FOWLER
DIRECTOR (PART YEAR)
- Total calculated
- $0
- Hours/week
- 1
-
Dorothy GrantDOROTHY GRANT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tina JazinskiTINA JAZINSKI
DIRECTOR (PART YEAR)
- Total calculated
- $0
- Hours/week
- 1
-
Bradley D LiggettBRADLEY D LIGGETT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Matthew LokerMATTHEW LOKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kellie Y PhillipsKELLIE Y PHILLIPS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ilene StallmanILENE STALLMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Melodie A RivasMELODIE A RIVAS
LEGAL DIRECTOR
- Total calculated
- $118,194
- From this org
- $106,131
- From related orgs
- $0
- Other
- $12,063
- Hours/week
- 40
-
Kevin N GreenKEVIN N GREEN
LEGAL DIRECTOR
- Total calculated
- $104,264
- From this org
- $101,840
- From related orgs
- $0
- Other
- $2,424
- 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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202521349349310292
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