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Nonprofiteer
← LEGAL AID OF SONOMA COUNTY

Form 990 for tax year 2022

Filed by LEGAL AID OF SONOMA COUNTY.

Totals

Total revenue
$3,812,310
Total expenses
$3,928,643
Contributions and grants received
$3,662,379
Grants paid
$114,000
Program service revenue
$138,557
Investment income
$20,994
Other revenue
-$9,620
Total assets, end of year
$3,587,922
Total liabilities, end of year
$2,000,698
Net assets or fund balances, end of year
$1,587,224
Program services expenses (Part IX)
$3,601,444
Management and general expenses
$261,533
Fundraising expenses
$65,666
Program service expenses (Part III)
$3,601,444

Program services were 91.7% 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.

  • 1c · Fundraising events

    $96,165

  • 1e · Government grants (contributions)

    $2,636,405

  • 1f · All other contributions, gifts and grants

    $929,809

  • 1g · Noncash contributions included above

    $10,000

  • 2a · Program service revenue: Program revenue

    total $138,557 · related or exempt $138,557

  • 3 · Investment income

    total $20,994 · excluded $20,994

  • 6a · Gross rents

    real property $15,337

  • 6b · Less rental expenses

    real property $8,450

  • 6c · Rental income or loss

    real property $6,887

  • 6d · Net rental income or loss

    total $6,887 · related or exempt $8,115 · unrelated business -$1,228

  • 8a · Fundraising events: gross income

    $0

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

    $96,165

  • 8b · Fundraising events: direct expenses

    $16,507

  • 8c · Net income from fundraising events

    total -$16,507 · excluded -$16,507

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $114,000 · program services $114,000

  • 5 · Compensation of officers, directors and key employees

    total $150,421 · program services $84,236 · management and general $52,647 · fundraising $13,538

  • 7 · Other salaries and wages

    total $2,561,473 · program services $2,533,940 · management and general $24,598 · fundraising $2,935

  • 9 · Other employee benefits

    total $292,530 · program services $284,821 · management and general $7,100 · fundraising $609

  • 10 · Payroll taxes

    total $219,190 · program services $212,077 · management and general $5,931 · fundraising $1,182

  • 11b · Fees: legal

    total $5,759 · program services $236 · management and general $5,126 · fundraising $397

  • 11c · Fees: accounting

    total $67,172 · program services $2,754 · management and general $59,788 · fundraising $4,630

  • 11g · Fees: other

    total $21,401 · program services $877 · management and general $19,049 · fundraising $1,475

  • 13 · Office expenses

    total $34,958 · program services $29,926 · management and general $4,927 · fundraising $105

  • 14 · Information technology

    total $64,997 · program services $58,694 · management and general $4,919 · fundraising $1,384

  • 16 · Occupancy

    total $176,617 · program services $151,418 · management and general $20,121 · fundraising $5,078

  • 17 · Travel

    total $13,951 · program services $12,530 · management and general $1,387 · fundraising $34

  • 20 · Interest

    total $28,430 · program services $21,170 · management and general $7,260

  • 22 · Depreciation, depletion and amortization

    total $29,628 · management and general $29,628

  • 23 · Insurance

    total $25,158 · program services $22,612 · management and general $2,491 · fundraising $55

  • 24a · Other expenses: Marketing and donor out

    total $43,400 · program services $9,037 · management and general $1,886 · fundraising $32,477

  • 24b · Other expenses: Telephone

    total $34,896 · program services $33,691 · management and general $1,133 · fundraising $72

  • 24c · Other expenses: Printing & Postage

    total $18,360 · program services $16,721 · management and general $1,378 · fundraising $261

  • 24d · Other expenses: Membership and filing f

    total $17,407 · program services $12,704 · management and general $3,269 · fundraising $1,434

  • 24e · All other expenses

    total $8,895 · management and general $8,895

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $813,228 · end of year $764,807

  • 2 · Savings and temporary cash investments

    beginning of year $534,729 · end of year $435,519

  • 4 · Accounts receivable

    beginning of year $537,207 · end of year $400,773

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,900 · end of year $42,845

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

    $1,981,366

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

    $41,097

  • 10c · Land, buildings and equipment, net

    beginning of year $15,533 · end of year $1,940,269

  • 15 · Other assets

    beginning of year $14,600 · end of year $3,709

  • 17 · Accounts payable and accrued expenses

    beginning of year $203,800 · end of year $223,194

  • 19 · Deferred revenue

    beginning of year $1,000 · end of year $340,530

  • 23 · Secured mortgages and notes payable

    end of year $1,436,974

  • 27 · Net assets without donor restrictions

    beginning of year $971,118 · end of year $1,333,264

  • 28 · Net assets with donor restrictions

    beginning of year $744,279 · end of year $253,960

Mission and programs · 2022

Mission

Legal Aid's mission is to promote social justice and advance basic human rights for vulnerable people in our community.

  • HOME - The organization helps families and individuals avoid homelessness by providing legal services to prevent unlawful evictions and negotiations with landlords. A full range of legal services are available including preparation of pleadings, in court representation and settlement negotiations. The organization provided services to 913 clients through this program during the year. Volunteer law students donated approximately 276 hours of service and volunteer legal case workers donated 385 hours during the year.

    Expenses $1,706,020 · Grants $114,000

  • DISASTER RELIEF - The organization provides legal assistance to families and individuals affected by the 2017, 2019, and 2020 wildfires, and through our ARPA funded small Business Equity and Recovery Program to Small business Owners who were negatively impacted by Covid-19 restrictions on business operations. The organization provided services to 19 clients in-house and to hundreds of others at community education workshops and local assistance centers. Volunteer Attorneys donated approximately 305 hours of service, volunteer law students donated approximately 334 hours of service during the year.

    Expenses $495,394

  • SAFE - DOMESTIC VIOLENCE PREVENTION SERVICESThe organization helps adult and elder victims and children of domestic violence and civil harassment by providing legal advice and protective orders which help keep them safe and sheltered. Assistance includes legal forms preparation, counsel and advice, court representation, and referrals to other legal and non-legal resources in the community. SAFE services are also available through our attorney and one caseworker who assist clients off-site at the Sonoma County Family Justice Center. The organization provided services to 453 clients through this program during the year.Volunteer law students donated approximately 124 hours of service during the year.

    Expenses $504,236

  • ELDER - The organization provides legal assistance to adults, age 60 and over, including mobile legal services for older adults who are isolated and live in rural parts of the County. The Elder program was established in 2015 to ensure legal access to these more vulnerable individuals. Services include housing, elder abuse, simple estate planning, bankruptcy, and a range of other legal issues. The organization provided services to 453 clients through this program during the year.Volunteer law students donated approximately 124 hours of service to the program during the yearEPH - EMPLOYMENT AND HEALTH PROGRAMS - The organization provides assistance with legal impediments to employment and health and to low-income individuals who have been referred by the County of Sonoma Department of Health Services. The organization provided services to 191 clients through this program during the year. Volunteer paralegals donated approximately 162 hours of service during the year.VETERANS - The organization helps veterans modify discharge status and access financial and medical benefits. This organization provided services to 83 clients through this program during the year.Volunteer Attorneys donated approximately 85 hours of service; volunteer law students donated approximately 28 hours of service during the year.CAPP - CHILD ABUSE PREVENTION PROGRAM - The organization provides legal services to individuals who want to care for and protect abandoned and/or abused children by obtaining legal guardianship of those children and to clients who are referred by County of Sonoma Child Protective Services for legal assistance with family law and other legal issues impacting abused or neglected children. Legal assistance includes help with legal pleadings, notice procedures, and information, and advice. The organization provided services to 14 clients through this program during the year. REACH - The organization provides legal services to low-income and Spanish speaking individuals living in Sonoma Valley. The organization provided services to 22 clients through this program during the year. IMMIGRATION - The organization provides legal services to undocumented minor survivors of abuse or neglect to assist with obtaining Special Immigrant Juvenile Status (SIJS). This new program began at the very end of Q4 2022, and the organization had not yet begun assisting individual clients as of 12/31/22.

    Expenses $895,794 · Revenue $138,557

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

Listed in Part VII

  • Devina Douglas

    Director

    Total calculated
    $0
    Hours/week
    1
  • Jennifer Douglas

    Vice President

    Total calculated
    $0
    Hours/week
    2
  • Glenn Smith

    Past President

    Total calculated
    $0
    Hours/week
    2
  • Chris Grabill

    President

    Total calculated
    $0
    Hours/week
    2
  • Jacquelynne Ocana

    Secretary

    Total calculated
    $0
    Hours/week
    2
  • Ann Hudson

    Treasurer

    Total calculated
    $0
    Hours/week
    2
  • John Farrow

    Director

    Total calculated
    $0
    Hours/week
    1
  • Fernando J Carrillo

    Director

    Total calculated
    $0
    Hours/week
    1
  • Jack Sanford

    Director

    Total calculated
    $0
    Hours/week
    1
  • Chris Smith

    Director

    Total calculated
    $0
    Hours/week
    1
  • Ronit Rubinoff

    Executive Director

    Total calculated
    $150,421
    From this org
    $136,914
    From related orgs
    $0
    Other
    $13,507
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,914
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $13,507
    Filer's total
    $150,421
  • Margaret DeMatteo

    Attorney

    Total calculated
    $106,420
    From this org
    $100,006
    From related orgs
    $0
    Other
    $6,414
    Hours/week
    40
  • Esther Lemus

    Attorney

    Total calculated
    $104,572
    From this org
    $104,036
    From related orgs
    $0
    Other
    $536
    Hours/week
    40
  • Sheila Miller

    Attorney

    Total calculated
    $111,290
    From this org
    $100,006
    From related orgs
    $0
    Other
    $11,284
    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

Provenance

Return type
form_990
Tax year
2022
Filed
17 October 2023
IRS schema version
2022v5.0
Source object
202302919349300130

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