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Nonprofiteer
← METROWEST LEGAL SERVICES INC

Form 990 for tax year 2023

Filed by METROWEST LEGAL SERVICES INC.

Totals

Total revenue
$5,142,739
Total expenses
$4,266,288
Contributions and grants received
$4,868,576
Grants paid
$0
Program service revenue
$0
Investment income
$274,163
Other revenue
$0
Total assets, end of year
$5,470,198
Total liabilities, end of year
$734,576
Net assets or fund balances, end of year
$4,735,622
Program services expenses (Part IX)
$3,784,460
Management and general expenses
$394,336
Fundraising expenses
$87,492
Program service expenses (Part III)
$3,784,460

Program services were 88.7% 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

    $45,200

  • 1e · Government grants (contributions)

    $1,367,154

  • 1f · All other contributions, gifts and grants

    $3,456,222

  • 3 · Investment income

    total $16,080 · excluded $16,080

  • 7a · Gross sales of assets other than inventory

    securities $1,533,063

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

    securities $1,274,980

  • 7c · Gain or loss

    securities $258,083

  • 7d · Net gain or loss

    total $258,083 · excluded $258,083

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $298,886 · program services $158,644 · management and general $122,702 · fundraising $17,540

  • 7 · Other salaries and wages

    total $2,286,096 · program services $2,165,990 · management and general $85,742 · fundraising $34,364

  • 8 · Pension plan contributions

    total $63,026 · program services $62,962 · management and general $12 · fundraising $52

  • 9 · Other employee benefits

    total $466,027 · program services $454,338 · management and general $8,215 · fundraising $3,474

  • 10 · Payroll taxes

    total $204,037 · program services $185,617 · management and general $14,402 · fundraising $4,018

  • 11c · Fees: accounting

    total $70,750 · management and general $70,750

  • 11d · Fees: lobbying

    total $3,386 · management and general $3,386

  • 11f · Fees: investment management

    total $12,012 · management and general $12,012

  • 11g · Fees: other

    total $467,935 · program services $408,689 · management and general $57,821 · fundraising $1,425

  • 13 · Office expenses

    total $33,271 · program services $30,582 · management and general $677 · fundraising $2,012

  • 16 · Occupancy

    total $129,907 · program services $109,510 · management and general $10,627 · fundraising $9,770

  • 17 · Travel

    total $23,926 · program services $23,899 · management and general $27

  • 23 · Insurance

    total $21,517 · program services $19,200 · management and general $1,235 · fundraising $1,082

  • 24a · Other expenses: EQUIPMENT LEASE

    total $70,154 · program services $62,909 · management and general $3,995 · fundraising $3,250

  • 24b · Other expenses: EQUIPMENT MAINTENANCE

    total $35,772 · program services $28,417 · management and general $81 · fundraising $7,274

  • 24c · Other expenses: TRAINING

    total $17,824 · program services $15,994 · management and general $714 · fundraising $1,116

  • 24d · Other expenses: LICENSES, FEES AND MEMB

    total $16,730 · program services $16,486 · management and general $244

  • 24e · All other expenses

    total $45,032 · program services $41,223 · management and general $1,694 · fundraising $2,115

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $50 · end of year $50

  • 2 · Savings and temporary cash investments

    beginning of year $1,045,324 · end of year $1,012,884

  • 4 · Accounts receivable

    beginning of year $511,960 · end of year $618,224

  • 9 · Prepaid expenses and deferred charges

    beginning of year $12,346 · end of year $50,412

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

    $191,094

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

    $191,094

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $2,595,272 · end of year $3,593,082

  • 15 · Other assets

    beginning of year $430,479 · end of year $195,546

  • 17 · Accounts payable and accrued expenses

    beginning of year $316,254 · end of year $545,685

  • 21 · Escrow or custodial account liability

    beginning of year $186,032 · end of year $51,345

  • 25 · Other liabilities

    beginning of year $238,582 · end of year $137,546

  • 27 · Net assets without donor restrictions

    beginning of year $3,320,087 · end of year $4,156,836

  • 28 · Net assets with donor restrictions

    beginning of year $534,476 · end of year $578,786

Mission and programs · 2023

Mission

METROWEST LEGAL SERVICES (MWLS) PROVIDES FREE LEGAL SERVICES IN CIVIL CASES TO PROTECT AND ADVANCE THE RIGHTS OF LOW-INCOME, ELDERLY, DISABLED AND OTHER DISENFRANCHISED PEOPLE IN THE 45 COMMUNITIES IT SERVES, WITH THE GOAL OF HELPING CLIENTS OBTAIN LEGAL, SOCIAL AND ECONOMIC JUSTICE.

Activities or mission (Part I)

METROWEST LEGAL SERVICES (MWLS) PROVIDES FREE LEGAL SERVICES TO ELIGIBLE INDIVIDUALS AND FAMILIES IN OUR CATCHMENT AREA.

  • DURING FISCAL YEAR 2024, MWLS PROVIDED LEGAL ASSISTANCE TO 3,517 CLIENTS. 116 LEGAL CLINICS WERE HELD WHERE CONSULTATION AND LEGAL ADVICE WERE PROVIDED TO 519 ATTENDEES. 35 OUTREACH OR TRAINING PRESENTATIONS WERE PROVIDED, ATTENDED BY 1,393 ATTENDEES. 107 VOLUNTEER ATTORNEYS PROVIDED LEGAL REPRESENTATION TO CLIENTS, DONATING SERVICES VALUED AT $403,275. LEGAL REPRESENTATION ALSO RESULTED IN SIGNIFICANT ECONOMIC BENEFITS FOR OUR CLIENTS INCLUDING $146,926 IN DIRECT LUMP SUM PAYMENT TO CLIENTS; $190,129 IN MONTHLY DIRECT BENEFITS TO CLIENTS; $1,271,278 IN LUMP SUM SAVINGS FOR CLIENTS; AND $94,500 IN MONTHLY PAYMENT SAVINGS TO CLIENTS.

    Expenses $3,784,460

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

Listed in Part VII

  • STEPHEN RICHMOND ESQ

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • CAROLYN FLAMMEY CPA

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • DAMIEN POWELL ESQ

    CLERK

    Total calculated
    $0
    Hours/week
    1
  • DEEPIKA BHAYANA ESQ

    VICE-PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • KATHERINE GARRAHAN ESQ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • PAULA NEDDER ESQ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • COLLEEN CUNNALLY ESQ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • MARCUS HUGHES ESQ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • STEPHANIE MOLINA ESQ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • GHEED MURTADI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • JENNIFER RAHALL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • JOSIANE TRIZOTI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • ADAM SLUTSKY ESQ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • ELIZABETH SOULE ESQ

    EXECUTIVE DIRECTOR

    Total calculated
    $153,404
    From this org
    $137,041
    From related orgs
    $0
    Other
    $16,363
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $137,041
    Bonus
    $0
    Other
    $0
    Deferred
    $5,542
    Nontaxable benefits
    $10,821
    Filer's total
    $153,404
  • MARY KIELY

    CFO

    Total calculated
    $136,563
    From this org
    $107,159
    From related orgs
    $0
    Other
    $29,404
    Hours/week
    35
  • STEPHEN MATTHEWS

    ADVOCACY DIRECTOR

    Total calculated
    $145,257
    From this org
    $127,721
    From related orgs
    $0
    Other
    $17,536
    Hours/week
    35
  • DAN DALEY

    SENIOR ATTORNEY

    Total calculated
    $135,654
    From this org
    $103,856
    From related orgs
    $0
    Other
    $31,798
    Hours/week
    35

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 · Compensation survey or study

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
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202403199349306620

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