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← NATIONAL LEGAL AID AND DEFENDER ASSOCIATION

Form 990 for tax year 2022

Filed by NATIONAL LEGAL AID AND DEFENDER ASSOCIATION.

Totals

Total revenue
$5,259,729
Total expenses
$5,971,596
Contributions and grants received
$2,216,047
Grants paid
$135,000
Program service revenue
$2,853,353
Investment income
$6,042
Other revenue
$184,287
Total assets, end of year
$5,780,457
Total liabilities, end of year
$2,720,110
Net assets or fund balances, end of year
$3,060,347
Program services expenses (Part IX)
$3,649,963
Management and general expenses
$1,538,432
Fundraising expenses
$783,201
Program service expenses (Part III)
$3,649,963

Program services were 61.1% 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.

  • 1a · Federated campaigns

    $7,170

  • 1c · Fundraising events

    $554,437

  • 1d · Related organizations

    $100,000

  • 1e · Government grants (contributions)

    $452,436

  • 1f · All other contributions, gifts and grants

    $1,102,004

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $1,961,573 · related or exempt $1,961,573

  • 2b · Program service revenue: CONFERENCE & TRAINING

    total $640,624 · related or exempt $627,009 · excluded $13,615

  • 2c · Program service revenue: INSURANCE ADMIN.

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

  • 2d · Program service revenue: CONTRACT INCOME

    total $80,931 · related or exempt $80,931

  • 2e · Program service revenue: PUBLICATIONS

    total $37,125 · related or exempt $37,125

  • 3 · Investment income

    total $6,042 · excluded $6,042

  • 5 · Royalties

    total $264,496 · excluded $264,496

  • 8a · Fundraising events: gross income

    $65,327

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

    $554,437

  • 8b · Fundraising events: direct expenses

    $159,239

  • 8c · Net income from fundraising events

    total -$93,912 · excluded -$93,912

  • 11a · Other revenue: OTHER INCOME

    total $13,703 · excluded $13,703

  • 11e · Other revenue, total

    $13,703

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $135,000 · program services $135,000

  • 5 · Compensation of officers, directors and key employees

    total $1,478,401 · program services $837,390 · management and general $507,231 · fundraising $133,780

  • 7 · Other salaries and wages

    total $1,438,226 · program services $792,538 · management and general $346,598 · fundraising $299,090

  • 8 · Pension plan contributions

    total $20,958 · program services $12,315 · management and general $5,453 · fundraising $3,190

  • 9 · Other employee benefits

    total $121,836 · program services $72,903 · management and general $22,966 · fundraising $25,967

  • 10 · Payroll taxes

    total $197,857 · program services $116,264 · management and general $51,476 · fundraising $30,117

  • 11a · Fees: management

    total $108,000 · program services $77,679 · management and general $18,424 · fundraising $11,897

  • 11b · Fees: legal

    total $36,613 · management and general $36,613

  • 11c · Fees: accounting

    total $35,619 · management and general $35,619

  • 11g · Fees: other

    total $1,131,123 · program services $826,098 · management and general $181,470 · fundraising $123,555

  • 13 · Office expenses

    total $302,913 · program services $91,338 · management and general $149,559 · fundraising $62,016

  • 16 · Occupancy

    total $169,631 · program services $67,941 · management and general $68,347 · fundraising $33,343

  • 17 · Travel

    total $168,750 · program services $134,541 · management and general $21,225 · fundraising $12,984

  • 19 · Conferences, conventions and meetings

    total $373,840 · program services $361,846 · management and general $6,618 · fundraising $5,376

  • 22 · Depreciation, depletion and amortization

    total $76,762 · program services $30,644 · management and general $30,697 · fundraising $15,421

  • 23 · Insurance

    total $35,508 · program services $13,258 · management and general $15,578 · fundraising $6,672

  • 24a · Other expenses: DUES AND REGISTRATIONS

    total $73,144 · program services $51,366 · management and general $13,335 · fundraising $8,443

  • 24b · Other expenses: OTHER EXPENSES

    total $44,636 · program services $18,879 · management and general $18,188 · fundraising $7,569

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

    total $22,779 · program services $9,963 · management and general $9,035 · fundraising $3,781

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $360,188 · end of year $358,439

  • 2 · Savings and temporary cash investments

    beginning of year $3,163,981 · end of year $4,192,316

  • 3 · Pledges and grants receivable

    beginning of year $1,479,681 · end of year $82,905

  • 4 · Accounts receivable

    beginning of year $598,637 · end of year $226,701

  • 9 · Prepaid expenses and deferred charges

    beginning of year $128,044 · end of year $100,706

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

    $1,042,973

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

    $899,908

  • 10c · Land, buildings and equipment, net

    beginning of year $207,817 · end of year $143,065

  • 15 · Other assets

    beginning of year $31,563 · end of year $676,325

  • 17 · Accounts payable and accrued expenses

    beginning of year $349,281 · end of year $365,369

  • 19 · Deferred revenue

    beginning of year $1,117,240 · end of year $1,129,155

  • 24 · Unsecured notes and loans payable

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

  • 25 · Other liabilities

    beginning of year $578,246 · end of year $1,075,586

  • 27 · Net assets without donor restrictions

    beginning of year $1,471,757 · end of year $1,341,436

  • 28 · Net assets with donor restrictions

    beginning of year $2,303,387 · end of year $1,718,911

Mission and programs · 2022

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 $1,380,507 · Grants $135,000

  • 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 $763,621 · Revenue $1,961,573

  • TRAINING AND CONFERENCE DIVISION -THE TRAINING AND CONFERENCE AGENDAS ARE IN ALIGNMENT WITH NLADA'S STRATEGIC GOALS AND THE WORK OF PROGRAM STAFF, PROVIDING TRAINING OPPORTUNITIES AND CONFERENCES TO BOTH THE CIVIL AND PUBLIC DEFENSE COMMUNITIES.

    Expenses $576,119 · Revenue $627,009

  • DEFENDER DIVISION

    Expenses $363,880 · Revenue $133,100

  • COMMUNICATIONS

    Expenses $288,895 · Revenue $37,125

  • ANNUAL CONFERENCE

    Expenses $251,259

  • GOVERNMENT RELATIONS

    Expenses $25,682 · Revenue $80,931

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • JO-ANN WALLACE

    DIRECTOR

    Total calculated
    $319,577
    From this org
    $0
    From related orgs
    $287,014
    Other
    $32,563
    Hours/week
    1 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $238,263 related
    Bonus
    $0 + $48,751 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $32,563 related
    Filer's total
    $0 + $319,577 related

  • APRIL CAMARA FRAZIER

    PRESIDENT AND CEO

    Total calculated
    $234,237
    From this org
    $209,962
    From related orgs
    $0
    Other
    $24,275
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $207,212
    Bonus
    $2,750
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $24,275
    Filer's total
    $234,237

  • ALISON BLOOMQUIST

    VP, DLS

    Total calculated
    $199,433
    From this org
    $168,664
    From related orgs
    $0
    Other
    $30,769
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $166,164
    Bonus
    $2,500
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $30,769
    Filer's total
    $199,433

  • MARIA SOTO

    SR. VP OF OPERATIONS/SECRETARY

    Total calculated
    $192,462
    From this org
    $173,198
    From related orgs
    $0
    Other
    $19,264
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $170,198
    Bonus
    $3,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $19,264
    Filer's total
    $192,462

  • AILEEN MOFFATT

    VP OF EXTERNAL RELATIONS

    Total calculated
    $187,651
    From this org
    $168,387
    From related orgs
    $0
    Other
    $19,264
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $165,637
    Bonus
    $2,750
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $19,264
    Filer's total
    $187,651

  • CHERISE BURDEEN

    VP, MISSION SUPPORT

    Total calculated
    $175,255
    From this org
    $163,333
    From related orgs
    $0
    Other
    $11,922
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $160,833
    Bonus
    $2,500
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $11,922
    Filer's total
    $175,255

  • RADHIKA SINGH

    VP, CIVIL LEGAL AID INITIATIVES

    Total calculated
    $169,785
    From this org
    $158,898
    From related orgs
    $0
    Other
    $10,887
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $155,898
    Bonus
    $3,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $10,887
    Filer's total
    $169,785

  • RABIAH BURKS

    VP, COMMUNICATIONS

    Total calculated
    $135,535
    From this org
    $125,956
    From related orgs
    $0
    Other
    $9,579
    Hours/week
    37.5

  • CLINTON LYONS

    FORMER DIRECTOR

    Total calculated
    $130,324
    From this org
    $0
    From related orgs
    $130,324
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $130,324 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $130,324 related

  • KERI NASH

    DIRECTOR, RACIAL EQUITY

    Total calculated
    $128,026
    From this org
    $118,622
    From related orgs
    $0
    Other
    $9,404
    Hours/week
    37.5

  • MAREA BEEMAN

    DIRECTOR, RESEARCH - UNTIL 09/2022

    Total calculated
    $127,531
    From this org
    $107,448
    From related orgs
    $0
    Other
    $20,083
    Hours/week
    37.5

  • YVETTE HATCHER

    DIRECTOR, FINANCE

    Total calculated
    $126,788
    From this org
    $107,799
    From related orgs
    $0
    Other
    $18,989
    Hours/week
    37.5

  • STAN GERMAN VICE CHAIRPERSON -

    UNTIL 10/2022, CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • RHODIA D THOMAS CHAIRPERSON -

    UNTIL 10/2022, IMMED. PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • KELLI THOMPSON IMMED PAST

    CHAIR - UNTIL 10/2022, DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROSITA STANLEY

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • MARIE THOMAS-JONES

    VICE CHAIRPERSON - AS OF 10/2022

    Total calculated
    $0
    Hours/week
    1

  • RONALD SIMPSON-BEY

    DIRECTOR - UNTIL 10/2022, TREASURER

    Total calculated
    $0
    Hours/week
    1

  • ALISON PAUL

    TREASURER - UNTIL 10/2022

    Total calculated
    $0
    Hours/week
    1

  • JAMES CHOSY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SOUMMER CRAWFORD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KEIR BRADFORD-GREY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LILLIAN O JOHNSON

    DIRECTOR - UNTIL 10/2022

    Total calculated
    $0
    Hours/week
    1

  • NALANI FUJIMORI KAINA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MAX LAUN

    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

  • LIZA MERRILL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KIRBY MITCHELL

    DIRECTOR - UNTIL 10/2022

    Total calculated
    $0
    Hours/week
    1

  • JOHN SCHULTZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • AARON SONTZ

    DIRECTOR

    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

  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 7 · Other non-fixed payments

Answered no

  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4A
DURING THE YEAR ENDED DECEMBER 31, 2022, CLINTON LYONS, FORMER DIRECTOR, RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $130,324 FROM NLADA SERVICE CORPORATION, A RELATED TAXABLE CORPORATION.
PART I, LINE 7
DURING THE YEAR ENDED DECEMBER 31, 2022, INDIVIDUALS REPORTED ON PART VII, SECTION A, LINE 1A RECEIVED DISCRETIONARY BONUS PAYMENTS.

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 $2,127,098 · share of assets $2,168,729 · controlled entity

    Directly controlled by NLADA

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202303199349305490

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