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← LEGAL COUNSEL FOR THE ELDERLY

Form 990 for tax year 2022

Filed by LEGAL COUNSEL FOR THE ELDERLY.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2022 , filed 4 March 2025. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Those are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$3,913,676
Total expenses
$8,017,200
Contributions and grants received
$7,982,833
Grants paid
$0
Program service revenue
$4,016
Investment income
-$4,285,679
Other revenue
$212,506
Total assets, end of year
$78,378,271
Total liabilities, end of year
$1,427,323
Net assets or fund balances, end of year
$76,950,948
Program services expenses (Part IX)
$6,645,862
Management and general expenses
$1,213,060
Fundraising expenses
$158,278
Program service expenses (Part III)
$6,645,862

Program services were 82.9% 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

    $61,223

  • 1d · Related organizations

    $3,719,418

  • 1e · Government grants (contributions)

    $2,709,240

  • 1f · All other contributions, gifts and grants

    $1,492,952

  • 1g · Noncash contributions included above

    $5,025

  • 2a · Program service revenue: Litigation and Referral Revenue

    total $4,016 · related or exempt $4,016

  • 3 · Investment income

    total $1,777,863 · excluded $1,777,863

  • 7a · Gross sales of assets other than inventory

    securities $126,527,935

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

    securities $132,591,477

  • 7c · Gain or loss

    securities -$6,063,542

  • 7d · Net gain or loss

    total -$6,063,542 · excluded -$6,063,542

  • 11a · Other revenue: Partnership K-1 Income

    total $212,506 · excluded $212,506

  • 11e · Other revenue, total

    $212,506

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $281,821 · program services $42,173 · management and general $239,648

  • 7 · Other salaries and wages

    total $5,237,888 · program services $4,829,355 · management and general $292,354 · fundraising $116,179

  • 8 · Pension plan contributions

    total $188,806 · program services $175,724 · management and general $8,993 · fundraising $4,089

  • 9 · Other employee benefits

    total $815,371 · program services $737,075 · management and general $63,499 · fundraising $14,797

  • 10 · Payroll taxes

    total $386,092 · program services $345,590 · management and general $32,811 · fundraising $7,691

  • 11c · Fees: accounting

    total $60,000 · management and general $60,000

  • 11f · Fees: investment management

    total $119,073 · management and general $119,073

  • 11g · Fees: other

    total $148,785 · program services $102,649 · management and general $46,136

  • 12 · Advertising and promotion

    total $239,315 · program services $165,696 · management and general $72,030 · fundraising $1,589

  • 13 · Office expenses

    total $28,291 · program services $5,128 · management and general $23,163

  • 14 · Information technology

    total $12,965 · program services $11,900 · management and general $1,065

  • 17 · Travel

    total $54,633 · program services $18,242 · management and general $35,483 · fundraising $908

  • 19 · Conferences, conventions and meetings

    total $2,500 · fundraising $2,500

  • 23 · Insurance

    total $21,451 · management and general $21,451

  • 24a · Other expenses: Taxes and Licenses

    total $65,511 · program services $105 · management and general $65,406 · fundraising $0

  • 24b · Other expenses: Printing & Postage

    total $55,461 · program services $24,288 · management and general $21,563 · fundraising $9,610

  • 24c · Other expenses: Telecommunication Expen

    total $54,932 · program services $45,487 · management and general $9,445

  • 24d · Other expenses: Dues & Subscriptions

    total $25,700 · program services $17,199 · management and general $7,636 · fundraising $865

  • 24e · All other expenses

    total $218,605 · program services $125,251 · management and general $93,304 · fundraising $50

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $177,121 · end of year $63,339

  • 2 · Savings and temporary cash investments

    beginning of year $1,060,169 · end of year $1,992,465

  • 3 · Pledges and grants receivable

    beginning of year $555,477 · end of year $586,955

  • 4 · Accounts receivable

    beginning of year $330,707 · end of year $43,669

  • 11 · Investments: publicly traded securities

    beginning of year $84,566,692 · end of year $63,747,123

  • 12 · Investments: other securities

    beginning of year $5,574,754 · end of year $11,944,720

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,039,288 · end of year $1,141,853

  • 19 · Deferred revenue

    beginning of year $28,808 · end of year $285,470

  • 27 · Net assets without donor restrictions

    beginning of year $23,233,423 · end of year $19,897,656

  • 28 · Net assets with donor restrictions

    beginning of year $67,963,401 · end of year $57,053,292

Mission and programs · 2022

Mission

Legal Counsel for the Elderly (LCE) champions the dignity and rights of low-income, 60+ D.C. residents by providing free legal and social work service to empower, defend and protect vulnerable seniors. LCE accomplishes its mission by preserving and promoting economic and healthcare security, supporting and advocating on behalf of tenants, preventing or defending against consumer fraud and financial abuse particularly for homeowners, and ensuring that residents in long-term care facilities are taken care of properly.

  • LCE accomplishes its mission by responding to all inquiries and providing brief legal advice, referring potential clients to other resources or representing clients through one of several practice areas focusing on: economic and healthcare security by securing public benefits, retirement benefits and veterans' benefits, and assisting with guardianships and probating estates; tenant advocacy and support through intervening early on behalf of elderly tenants at-risk of eviction, preserving rental vouchers and holding landlords accountable for repairs and maintenance of their properties; consumer fraud and financial abuse prevention through advocacy, education and outreach to homeowners by providing foreclosure defense, tax sale intervention, debt collection defense and representing seniors victimized by scams and predators; pro bono engagement of private practice, corporate and government attorneys to prepare life planning documents such as wills and powers of attorney, and to handle litigation and systemic advocacy cases for recurring legal issues and educational outreach; and housing the DC Office of the Long-term Care Ombudsman to respond to and investigate complaints of residents in long-term care facilities. In addition, LCE publishes educational materials, conducts seminars on issues impacting the elderly and provides education on Medicare fraud prevention.

    Expenses $6,645,862 · Revenue $4,016

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

Listed in Part VII

  • Kevin Donnellan

    Member/ AARP EVP & Chief of Staff

    Total calculated
    $637,250
    From this org
    $0
    From related orgs
    $557,326
    Other
    $79,924
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $429,082 related
    Bonus
    $0 + $117,026 related
    Other
    $0 + $11,218 related
    Deferred
    $0 + $65,148 related
    Nontaxable benefits
    $0 + $14,776 related
    Filer's total
    $0 + $637,250 related

  • Kristin Dillon

    Member / AARP SVP

    Total calculated
    $594,654
    From this org
    $0
    From related orgs
    $511,510
    Other
    $83,144
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $398,166 related
    Bonus
    $0 + $106,242 related
    Other
    $0 + $7,102 related
    Deferred
    $0 + $65,148 related
    Nontaxable benefits
    $0 + $17,996 related
    Filer's total
    $0 + $594,654 related

  • Edna Kane-Williams

    Secretary / AARP EVP

    Total calculated
    $561,597
    From this org
    $0
    From related orgs
    $487,816
    Other
    $73,781
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $374,585 related
    Bonus
    $0 + $102,163 related
    Other
    $0 + $11,068 related
    Deferred
    $0 + $65,148 related
    Nontaxable benefits
    $0 + $8,633 related
    Filer's total
    $0 + $561,597 related

  • Patrice J Harris

    Board Chair

    Total calculated
    $0
    Hours/week
    1

  • Richard F Riley Jr

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Peter R Kolker

    Member

    Total calculated
    $0
    Hours/week
    1

  • Sara Kropf

    Member

    Total calculated
    $0
    Hours/week
    1

  • Joseph M Kolar

    Member

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth Mitchell

    Member

    Total calculated
    $0
    Hours/week
    1

  • William A Isaacson

    Member

    Total calculated
    $0
    Hours/week
    1

  • Daniel A Cantor

    Member

    Total calculated
    $0
    Hours/week
    1

  • Karen Ellis Carr

    Member

    Total calculated
    $0
    Hours/week
    1

  • Meredith Fuchs

    Member

    Total calculated
    $0
    Hours/week
    1

  • Rhonda Holmes

    Executive Director

    Total calculated
    $325,447
    From this org
    $257,623
    From related orgs
    $0
    Other
    $67,824
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $206,378
    Bonus
    $44,923
    Other
    $6,322
    Deferred
    $10,052 + $43,626 related
    Nontaxable benefits
    $14,146
    Filer's total
    $281,821 + $43,626 related

  • Tina Nelson

    Mgr - Legal Aid Attorney

    Total calculated
    $224,979
    From this org
    $165,387
    From related orgs
    $0
    Other
    $59,592
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $143,710
    Bonus
    $16,734
    Other
    $4,943
    Deferred
    $6,418 + $27,853 related
    Nontaxable benefits
    $25,321
    Filer's total
    $197,126 + $27,853 related

  • Mark Miller

    Director - LTC OMB

    Total calculated
    $220,869
    From this org
    $176,497
    From related orgs
    $0
    Other
    $44,372
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,286
    Bonus
    $23,499
    Other
    $5,712
    Deferred
    $6,831 + $29,648 related
    Nontaxable benefits
    $7,893
    Filer's total
    $191,221 + $29,648 related

  • Leah Myers

    Mgr - Legal Aid Attorney

    Total calculated
    $189,066
    From this org
    $136,043
    From related orgs
    $0
    Other
    $53,023
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $121,092
    Bonus
    $10,492
    Other
    $4,459
    Deferred
    $5,263 + $22,843 related
    Nontaxable benefits
    $24,917
    Filer's total
    $166,223 + $22,843 related

  • William M Fettweis

    Director - Development & Communication

    Total calculated
    $193,817
    From this org
    $154,016
    From related orgs
    $0
    Other
    $39,801
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $128,534
    Bonus
    $21,300
    Other
    $4,182
    Deferred
    $5,993 + $26,011 related
    Nontaxable benefits
    $7,797
    Filer's total
    $167,806 + $26,011 related

  • Joanne Savage

    Mgr - Legal Aid Attorney

    Total calculated
    $155,571
    From this org
    $128,511
    From related orgs
    $0
    Other
    $27,060
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $112,883
    Bonus
    $11,025
    Other
    $4,603
    Deferred
    $4,956 + $21,511 related
    Nontaxable benefits
    $593
    Filer's total
    $134,060 + $21,511 related

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

  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 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

The filer's explanations (Part III)

Part I, Line 5
Legal Counsel for the Elderly participates in AARP's enterprise-wide compensation plan. Under that compensation plan, numerous organizational factors are considered in employee compensation, one of which is gross revenue.

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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • AARP (consolidated)

    501(c)(4) · Social welfare org. dedicated to persons over 50 years of age · DC

  • AARP Foundation

    501(c)(3) · Public charity dedicated to persons over 50 at social and economic risk · DC

    Directly controlled by AARP

  • AARP Insurance Plan

    501(c)(4) · Grantor trust for AARP · DC

    Directly controlled by AARP

  • Wish of a Lifetime

    501(c)(3) · Shift how society values seniors by granting lifelong wishes · CO

    Directly controlled by AARP

  • Older Adults Technology Services

    501(c)(3) · Harness the power of technology to change the way we age · NY

    Directly controlled by AARP

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.

  • AARP Financial Service Corporation

    C · Real Estate Holding Company · DE

    Directly controlled by AARP

  • AARP Services Inc (consolidated)

    C · Marketing and Research · DE

    Directly controlled by AARP

Provenance

Return type
form_990
Tax year
2022
Filed
6 November 2023
IRS schema version
2022v5.0
Source object
202343129349304814

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