Form 990 for tax year 2022
Filed by LEGAL SERVICES FOR THE ELDERLY INC.
Totals
- Total revenue
- $2,846,172
- Total expenses
- $2,759,043
- Contributions and grants received
- $2,824,580
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $19,342
- Other revenue
- $2,250
- Total assets, end of year
- $1,820,829
- Total liabilities, end of year
- $167,570
- Net assets or fund balances, end of year
- $1,653,259
- Program services expenses (Part IX)
- $2,367,530
- Management and general expenses
- $320,514
- Fundraising expenses
- $70,999
- Program service expenses (Part III)
- $2,367,530
Program services were 85.8% 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
$68,191
-
1e · Government grants (contributions)
$2,301,067
-
1f · All other contributions, gifts and grants
$455,322
-
3 · Investment income
total $19,342 · excluded $19,342
-
8a · Fundraising events: gross income
$2,250
-
8c · Net income from fundraising events
total $2,250
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $254,952 · program services $51,209 · management and general $150,055 · fundraising $53,688
-
7 · Other salaries and wages
total $1,656,861 · program services $1,591,055 · management and general $65,806
-
8 · Pension plan contributions
total $83,269 · program services $79,180 · management and general $3,460 · fundraising $629
-
9 · Other employee benefits
total $184,140 · program services $176,947 · management and general $7,081 · fundraising $112
-
10 · Payroll taxes
total $141,088 · program services $122,816 · management and general $14,591 · fundraising $3,681
-
11c · Fees: accounting
total $30,525 · program services $21,186 · management and general $6,371 · fundraising $2,968
-
11g · Fees: other
total $90,411 · program services $62,749 · management and general $18,871 · fundraising $8,791
-
13 · Office expenses
total $41,813 · program services $38,981 · management and general $2,269 · fundraising $563
-
14 · Information technology
total $116,177 · program services $97,353 · management and general $18,824
-
16 · Occupancy
total $13,199 · program services $11,389 · management and general $1,810
-
17 · Travel
total $9,121 · program services $8,920 · management and general $201
-
22 · Depreciation, depletion and amortization
total $18,821 · program services $15,777 · management and general $3,044
-
23 · Insurance
total $15,550 · program services $7,184 · management and general $8,366
-
24a · Other expenses: SUPPLIES
total $28,148 · program services $22,105 · management and general $5,720 · fundraising $323
-
24b · Other expenses: REPAIRS & MAINTENANCE
total $23,319 · program services $18,166 · management and general $5,153
-
24c · Other expenses: DUES & SUBSCRIPTIONS
total $21,087 · program services $15,836 · management and general $5,191 · fundraising $60
-
24d · Other expenses: OTHER
total $13,722 · program services $10,097 · management and general $3,441 · fundraising $184
-
24e · All other expenses
total $16,840 · program services $16,580 · management and general $260
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $292,930 · end of year $360,792
-
2 · Savings and temporary cash investments
beginning of year $507,309 · end of year $418,301
-
3 · Pledges and grants receivable
beginning of year $232,012 · end of year $332,771
-
4 · Accounts receivable
end of year $10,000
-
9 · Prepaid expenses and deferred charges
beginning of year $36,987 · end of year $43,863
-
10a · Land, buildings and equipment: cost or other basis
$572,088
-
10b · Land, buildings and equipment: accumulated depreciation
$209,387
-
10c · Land, buildings and equipment, net
beginning of year $381,522 · end of year $362,701
-
11 · Investments: publicly traded securities
beginning of year $279,521 · end of year $292,401
-
17 · Accounts payable and accrued expenses
beginning of year $115,637 · end of year $125,698
-
19 · Deferred revenue
beginning of year $48,514 · end of year $41,872
-
27 · Net assets without donor restrictions
beginning of year $1,504,729 · end of year $1,592,951
-
28 · Net assets with donor restrictions
beginning of year $61,401 · end of year $60,308
Mission and programs · 2022
Mission
TO PROVIDE FREE HIGH QUALITY LEGAL SERVICES TO MAINE RESIDENTS AGED SIXTY & OVER, WHO QUALIFY FOR LEGAL SERVICES UNDER THE OLDER AMERICANS ACT, 42 USCA SEC. 3001 ET SEQ, AS AMENDED.
Activities or mission (Part I)
PROVIDE FREE LEGAL SERVICES TO MAINE RESIDENTS AGED SIXTY AND OVER AND MEDICARE ADVOCACY SERVICES TO ANYONE ELIGIBLE FOR MEDICARE.
-
PROGRAMS INCLUDE: FREE LEGAL SERVICES AVAILABLE THROUGH STATEWIDE TOLL-FREE HELPLINE AND STAFF ATTORNEYS LOCATED ACROSS THE STATE; MEDICARE AND MAINECARE (MEDICAID) INFORMATION PROVIDED THROUGH PARTICIPATION IN STATE HEALTH INSURANCE ASSISTANCE AND SENIOR MEDICARE PATROL PROGRAMS; FREE ASSISTANCE PROVIDED BY MEDICARE PART D APPEALS UNIT IN APPEALING DENIALS OF MEDICATIONS UNDER MEDICARE PART D AND ENSURING ACCESS TO HELP IN AFFORDING MEDICATIONS; OUTREACH AND EDUCATION; AND PUBLIC POLICY AND LEGISLATIVE ADVOCACY PURSUED ON BEHALF OF THE OLDER PEOPLE. DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2023, THE ORGANIZATION HANDLED 4,300 MATTERS FOR 3,656 CLIENTS IT SERVED.
Expenses $2,367,530
As filed on the 2022 return.
Listed in Part VII
-
JAYE L MARTIN
EXECUTIVE DI
- Total calculated
- $136,535
- From this org
- $118,098
- From related orgs
- $0
- Other
- $18,437
- Hours/week
- 40
-
BARBARA KIRCHDORFER
FINANCE MANA
- Total calculated
- $104,029
- From this org
- $91,782
- From related orgs
- $0
- Other
- $12,247
- Hours/week
- 40
-
DYAN MCCARTHY - CLARK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
BARBARA SCHLICHTMAN ESQ
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
CHARLES C SOLTAN ESQ
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
NANCY WANDERER ESQ
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
PETER FESSENDEN ESQ
MEMBER-AT-LA
- Total calculated
- $0
- Hours/week
- 0.5
-
SARAH P FULLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
JAKE HOLMES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
DR DAVID LOXTERKAMP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
VANESSA MADORE
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
TAMARA HERRICK PHD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
STEVEN RICHARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
ERIC SELTZER
MEMBER-AT-LA
- 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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 19 July 2024
- IRS schema version
- 2022v5.0
- Source object
- 202422269349301827
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