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← LEGAL AID SOCIETY OF THE DISTRICT OF COLUMBIA

Form 990 for tax year 2022

Filed by LEGAL AID SOCIETY OF THE DISTRICT OF COLUMBIA.

Totals

Total revenue
$12,396,520
Total expenses
$10,929,406
Contributions and grants received
$12,396,017
Grants paid
$0
Program service revenue
$32,307
Investment income
$94,900
Other revenue
-$126,704
Total assets, end of year
$14,917,002
Total liabilities, end of year
$4,536,928
Net assets or fund balances, end of year
$10,380,074
Program services expenses (Part IX)
$8,648,013
Management and general expenses
$1,488,012
Fundraising expenses
$793,381
Program service expenses (Part III)
$8,648,013

Program services were 79.1% 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.

  • 1c · Fundraising events

    $1,564,534

  • 1e · Government grants (contributions)

    $715,274

  • 1f · All other contributions, gifts and grants

    $10,116,209

  • 2a · Program service revenue: LEGAL FEES

    total $32,307 · related or exempt $32,307

  • 3 · Investment income

    total $133,990 · excluded $133,990

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $2,007,260

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

    securities $2,046,350

  • 7c · Gain or loss

    securities -$39,090

  • 7d · Net gain or loss

    total -$39,090

  • 8a · Fundraising events: gross income

    $66,011

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

    $1,564,534

  • 8b · Fundraising events: direct expenses

    $192,715

  • 8c · Net income from fundraising events

    total -$126,704

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $524,677 · program services $416,545 · management and general $71,178 · fundraising $36,954

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $7,215,177 · program services $5,716,822 · management and general $985,796 · fundraising $512,559

  • 8 · Pension plan contributions

    total $160,243 · program services $137,274 · management and general $15,564 · fundraising $7,405

  • 9 · Other employee benefits

    total $746,259 · program services $639,288 · management and general $72,482 · fundraising $34,489

  • 10 · Payroll taxes

    total $611,175 · program services $523,567 · management and general $59,362 · fundraising $28,246

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $53,125 · management and general $53,125

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $4,710 · management and general $4,710

  • 11g · Fees: other

    total $252,563 · program services $144,980 · management and general $107,583

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $217,230 · program services $118,473 · management and general $19,728 · fundraising $79,029

  • 14 · Information technology

    total $109,920 · program services $74,717 · management and general $22,966 · fundraising $12,237

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $727,343 · program services $674,026 · management and general $36,127 · fundraising $17,190

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $127,224 · program services $108,987 · management and general $12,357 · fundraising $5,880

  • 23 · Insurance

    total $43,160 · program services $34,787 · management and general $8,373

  • 24a · Other expenses: DUES AND SUBSCTIPTION

    total $32,458 · program services $27,119 · management and general $3,924 · fundraising $1,415

  • 24b · Other expenses: SPECIAL EVENTS

    total $24,528 · fundraising $24,528

  • 24c · Other expenses: BAD DEBT

    total $33,449 · fundraising $33,449

  • 24d · Other expenses: MISCELLANEOUS

    total $46,165 · program services $31,428 · management and general $14,737

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $806,393 · end of year $755,025

  • 2 · Savings and temporary cash investments

    beginning of year $107,468 · end of year $128,573

  • 3 · Pledges and grants receivable

    beginning of year $3,182,402 · end of year $5,236,932

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $104,400 · end of year $99,232

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

    $1,018,589

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

    $668,559

  • 10c · Land, buildings and equipment, net

    beginning of year $390,696 · end of year $350,030

  • 11 · Investments: publicly traded securities

    beginning of year $6,490,386 · end of year $5,041,338

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $47,205 · end of year $3,305,872

  • 17 · Accounts payable and accrued expenses

    beginning of year $387,022 · end of year $296,651

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $1,100,954 · end of year $4,240,277

  • 27 · Net assets without donor restrictions

    beginning of year $5,481,153 · end of year $4,445,541

  • 28 · Net assets with donor restrictions

    beginning of year $4,159,821 · end of year $5,934,533

Mission and programs · 2022

Mission

LEGAL AID'S MISSION IS TO 'MAKE JUSTICE REAL' - IN INDIVIDUAL AND SYSTEMIC WAYS - FOR PERSONS LIVING IN POVERTY IN THE DISTRICT OF COLUMBIA. IN PARTICULAR, LEGAL AID PROVIDES CIVIL LEGAL ASSISTANCE TO INDIVIDUALS, FAMILIES, AND COMMUNITIES IN THE DISTRICT WHO COULD NOT OTHERWISE AFFORD TO HIRE A LAWYER. LEGAL AID STAFF AND VOLUNTEERS PROVIDE A CONTINUUM OF SERVICES FROM CLIENT EDUCATION TO FULL REPRESENTATION BEFORE A COURT OR AN ADMINISTRATIVE TRIBUNAL. TYPES OF CASES INCLUDE PREVENTING EVICTIONS AND HOMELESSNESS, PRESERVING AFFORDABLE HOUSING, PRESERVING HOME OWNERSHIP, ENSURING A SAFE AND DECENT PLACE TO LIVE, CURBING ABUSIVE DEBT COLLECTION PRACTICES, SECURING ACCESS TO HEALTH CARE, NUTRITION, AND PUBLIC BENEFITS, PROTECTING FAMILIES AGAINST DOMESTIC VIOLENCE, PROMOTING FAMILY STABILITY THROUGH CHILD SUPPORT AND CUSTODY ARRANGEMENTS, AND PROVIDING A RANGE OF CIVIL LEGAL SERVICES TO THE IMMIGRANT CLIENT COMMUNITY. SINCE MARCH 13, 2020, LEGAL AID SHIFTED ITS OPERATIONS TO BE LARGELY

Activities or mission (Part I)

TO PROVIDE CIVIL LEGAL AID TO INDIVIDUALS, FAMILIES, AND COMMUNITIES IN THE DISTRICT OF COLUMBIA WHO COULD NOT OTHERWISE AFFORD TO HIRE A LAWYER.

  • THE LEGAL AID SOCIETY OF THE DISTRICT OF COLUMBIA WORKS TO ENSURE THAT FAMILIES, INDIVIDUALS, AND COMMUNITIES LIVING IN POVERTY HAVE EQUAL AND MEANINGFUL ACCESS TO JUSTICE. LEGAL AID PROVIDES ADVICE, BRIEF ASSISTANCE, REPRESENTATION, AND REFERRALS TO THOUSANDS OF CLIENTS EACH YEAR. IN ADDITION TO DIRECT CLIENT SERVICES, LEGAL AID STAFF ADVOCATE FOR SYSTEMIC CHANGE ON MATTERS THAT GROW DIRECTLY OUT OF OUR INDIVIDUAL CASES. WHILE THE DEMAND FAR OUTSTRIPS OUR CAPACITY, WE ATTEMPT TO TAKE THOSE CASES IN WHICH AN ATTORNEY CAN MAKE THE MOST DIFFERENCE. OUR CORE PRIORITIES INCLUDE: KEEPING PEOPLE HOUSED: HUNDREDS OF TENANTS EACH YEAR AVOID EVICTION OR HAVE SERIOUS HOUSING CONDITIONS CORRECTED AS A RESULT OF LEGAL AID'S WORK. OUR HOUSING LAWYERS DEFEND AGAINST IMPROPER EVICTIONS IN COURT, ASSIST PUBLIC HOUSING TENANTS TO PRESERVE SUBSIDIES, FIGHT ILLEGAL RENT INCREASES, AND WORK TO ENSURE THAT TENANTS ARE NOT IMPROPERLY DISPLACED BY DEVELOPMENT. SECURING ACCESS TO HEALTH CARE AND PUBLIC BENEFITS: LEGAL AID ASSISTS CLIENTS WHO HAVE BEEN WRONGFULLY DENIED ENROLLMENT, IMPROPERLY TERMINATED, OR UNJUSTLY DENIED SERVICES. THROUGH DIRECT REPRESENTATION IN ADMINISTRATIVE LITIGATION, TRAINING OF CLIENTS TO ADVOCATE ON THEIR OWN BEHALF, AND ADVOCACY WITH AGENCY OFFICIALS TO ACHIEVE REFORM, LEGAL AID WORKS TO ENSURE THAT NECESSARY BENEFITS AND SERVICES ARE AVAILABLE TO ALL WHO QUALIFY. SECURING SAFETY FROM DOMESTIC VIOLENCE AND FINDING FAMILY STABILITY: POVERTY HAS A PROFOUND EFFECT ON FAMILIES. NOT SUPRISINGLY, MOST CASES HANDLED BY LEGAL AID TOUCH ON THE LIVES OF CHILDREN IN SOME WAY, EITHER BECAUSE THEY DIRECTLY INVOLVE ISSUES OF FAMILY VIOLENCE, CUSTODY AND CHILD SUPPORT, OR BECAUSE THEY ADDRESS CONDITIONS IN A CHILD'S HOME OR INCOME FOR A CHILD'S FAMILY. LEGAL AID GIVES PRIORITY TO THOSE ISSUES MOST SEVERELY BURDENING POOR FAMILIES. DOMESTIC VIOLENCE, CHILD CUSTODY, VISITATION RIGHTS AND CHILD SUPPORT MAKE UP THE CORE OF OUR FAMILY LAW PRACTICE. CONSUMER LAW: LEGAL AID PROVIDES MUCH-NEEDED REPRESENTATION TO HOMEOWNERS FACING FORECLOSURE AND TO PERSONS FACING ABUSIVE DEBT COLLECTION PRACTICES. IMMIGRANT LEGAL SERVICES: LEGAL AID PROVIDES A WIDE RANGE OF CIVIL LEGAL SERVICES INCLUDING IMMIGRANT LEGAL ASSISTANCE TO MEMBERS OF DC'S IMMIGRANT COMMUNITY. APPELLATE: LEGAL AID HAS A NATIONALLY-RECOGNIZED APPELLATE PROGRAM, THE BARBARA MCDOWELL APPELLATE ADVOCACY PROGRAM, WHICH LITIGATES POVERTY LAW CASES BEFORE THE DISTRICT OF COLUMBIA'S HIGHEST COURT.

    Expenses $8,648,013

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

Listed in Part VII

  • ERIC ANGEL

    PAST EXECUTIVE DIRECTOR

    Total calculated
    $359,589
    From this org
    $359,469
    From related orgs
    $0
    Other
    $120
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $359,469
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $120
    Filer's total
    $359,589

  • ROBERT PERGAMENT

    DEVELOPMENT DIRECTOR

    Total calculated
    $181,111
    From this org
    $161,238
    From related orgs
    $0
    Other
    $19,873
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,238
    Bonus
    $25,000
    Other
    not reported
    Deferred
    $4,731
    Nontaxable benefits
    $15,142
    Filer's total
    $181,111

  • JENNIFER MEZEY

    CO-INTERIM EXECUTIVE DIRECTOR

    Total calculated
    $166,092
    From this org
    $153,519
    From related orgs
    $0
    Other
    $12,573
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $128,519
    Bonus
    $25,000
    Other
    not reported
    Deferred
    $4,546
    Nontaxable benefits
    $8,027
    Filer's total
    $166,092

  • STEPHANIE N TROYER

    CO-INTERIM EXECUTIVE DIRECTOR

    Total calculated
    $165,468
    From this org
    $146,814
    From related orgs
    $0
    Other
    $18,654
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $121,814
    Bonus
    $25,000
    Other
    not reported
    Deferred
    $3,512
    Nontaxable benefits
    $15,142
    Filer's total
    $165,468

  • KATHERINE HAYS

    DIRECTOR OF OPERATIONS

    Total calculated
    $165,089
    From this org
    $152,369
    From related orgs
    $0
    Other
    $12,720
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,369
    Bonus
    $1,000
    Other
    not reported
    Deferred
    $4,693
    Nontaxable benefits
    $8,027
    Filer's total
    $165,089

  • RACHEL RINTELMANN

    CO-INTERIM EXECUTIVE DIRECTOR

    Total calculated
    $157,611
    From this org
    $141,962
    From related orgs
    $0
    Other
    $15,649
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $116,962
    Bonus
    $25,000
    Other
    not reported
    Deferred
    $4,255
    Nontaxable benefits
    $11,394
    Filer's total
    $157,611

  • JONATHAN LEVY

    DIRECTOR

    Total calculated
    $150,495
    From this org
    $134,880
    From related orgs
    $0
    Other
    $15,615
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $134,880
    Bonus
    not reported
    Other
    not reported
    Deferred
    $4,221
    Nontaxable benefits
    $11,394
    Filer's total
    $150,495

  • DEBORAH BRAND BAUM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • JOHN RELMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • JOHN T BYRNES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • STEVE BRODY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • DAVID S DANTZIC

    IMMEDIATE PAST PRES.

    Total calculated
    $0
    Hours/week
    2

  • JOAN E MCKOWN

    PRESIDENT

    Total calculated
    $0
    Hours/week
    4

  • PHILIP HORTON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • DANIEL JARCHO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • MARY LOU SOLLER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • KURT RICHTER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • PETER SPIVACK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • JENNIFER LEVY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • BRADLEY S LUI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • PHILIP BARTZ

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • DEAN BUNCH

    TREASURER

    Total calculated
    $0
    Hours/week
    2.3

  • ANNEMARGARET CONNOLLY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • JONICE GRAY TUCKER

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • KIMBERLY PARKER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • SHEILA CHESTON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • MICHAEL CALHOON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • KWAKU AKOWUAH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • RANDALL BRATER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • MICHAEL ZOLANDZ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • NADIRA CLARKE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • CHRISTIE GRYMES THOMPSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • KARA BROCKMEYER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • BRAD FAGG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • BRANDON GAY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • DIXIE JOHNSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • JOHN MCCARTHY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • LEAH QUADRINO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • ALEXANDRA WALSH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • MARY BORJA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • JESSICA HOUGH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • SARAH KIRKPATRICK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • SARA RAZI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • SHAWN WRIGHT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • MEL BOSTWICK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • BETH BRINKMANN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • RAJESH DE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • ALLISON FOLEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • CHIOMA ACHEBE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • VINCENT COHEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • STEVEN HERMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • VALERIE KELLY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • RAKESH KILARU

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • JANE O'BRIEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • SCOTT NEMEROFF

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • RENA REISS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • ANTHONY PIERCE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

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 · 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
2022
Filed
19 September 2023
IRS schema version
2022v5.0
Source object
202342629349300744

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