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Nonprofiteer
← METROWEST LEGAL SERVICES INC

Form 990 for tax year 2024

Filed by METROWEST LEGAL SERVICES INC.

Totals

Total revenue
$5,958,016
Total expenses
$4,861,374
Contributions and grants received
$5,789,799
Grants paid
$0
Program service revenue
$15,083
Investment income
$138,553
Other revenue
$14,581
Total assets, end of year
$6,670,214
Total liabilities, end of year
$637,601
Net assets or fund balances, end of year
$6,032,613
Program services expenses (Part IX)
$4,261,129
Management and general expenses
$393,687
Fundraising expenses
$206,558
Program service expenses (Part III)
$4,261,129

Program services were 87.7% 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.

  • 1a · Federated campaigns

    $36,250

  • 1c · Fundraising events

    $36,608

  • 1e · Government grants (contributions)

    $1,246,685

  • 1f · All other contributions, gifts and grants

    $4,470,256

  • 1g · Noncash contributions included above

    $3,564

  • 2a · Program service revenue: ATTORNEY FEES

    total $15,083 · related or exempt $15,083

  • 3 · Investment income

    total $124,196 · excluded $124,196

  • 7a · Gross sales of assets other than inventory

    securities $1,293,938

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

    securities $1,279,581

  • 7c · Gain or loss

    securities $14,357

  • 7d · Net gain or loss

    total $14,357 · excluded $14,357

  • 8a · Fundraising events: gross income

    $43,203

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

    $36,608

  • 8b · Fundraising events: direct expenses

    $28,622

  • 8c · Net income from fundraising events

    total $14,581 · excluded $14,581

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $345,584 · program services $84,898 · management and general $211,723 · fundraising $48,963

  • 7 · Other salaries and wages

    total $2,605,622 · program services $2,499,536 · management and general $29,393 · fundraising $76,693

  • 8 · Pension plan contributions

    total $77,653 · program services $61,509 · management and general $8,212 · fundraising $7,932

  • 9 · Other employee benefits

    total $682,608 · program services $656,900 · management and general $127 · fundraising $25,581

  • 10 · Payroll taxes

    total $222,790 · program services $196,763 · management and general $16,490 · fundraising $9,537

  • 11c · Fees: accounting

    total $50,700 · management and general $50,700

  • 11d · Fees: lobbying

    total $1,841 · management and general $1,841

  • 11f · Fees: investment management

    total $21,926 · management and general $21,926

  • 11g · Fees: other

    total $482,615 · program services $447,045 · management and general $27,280 · fundraising $8,290

  • 13 · Office expenses

    total $32,132 · program services $29,463 · management and general $698 · fundraising $1,971

  • 16 · Occupancy

    total $125,186 · program services $106,707 · management and general $9,671 · fundraising $8,808

  • 17 · Travel

    total $22,470 · program services $21,428 · management and general $298 · fundraising $744

  • 23 · Insurance

    total $22,695 · program services $19,844 · management and general $1,520 · fundraising $1,331

  • 24a · Other expenses: EQUIPMENT LEASE

    total $46,032 · program services $39,750 · management and general $3,350 · fundraising $2,932

  • 24b · Other expenses: EQUIPMENT MAINTENANCE

    total $42,797 · program services $21,275 · management and general $8,498 · fundraising $13,024

  • 24c · Other expenses: TRAINING

    total $19,537 · program services $19,411 · management and general $126

  • 24d · Other expenses: LICENSES, FEES AND MEMB

    total $19,067 · program services $18,537 · management and general $530

  • 24e · All other expenses

    total $40,119 · program services $38,063 · management and general $1,304 · fundraising $752

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $50

  • 2 · Savings and temporary cash investments

    beginning of year $1,012,884 · end of year $1,580,465

  • 4 · Accounts receivable

    beginning of year $618,224 · end of year $1,091,958

  • 9 · Prepaid expenses and deferred charges

    beginning of year $50,412 · end of year $14,388

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

    $191,094

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

    $191,094

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $3,593,082 · end of year $3,806,147

  • 15 · Other assets

    beginning of year $195,546 · end of year $177,256

  • 17 · Accounts payable and accrued expenses

    beginning of year $545,685 · end of year $497,362

  • 21 · Escrow or custodial account liability

    beginning of year $51,345 · end of year $45,998

  • 25 · Other liabilities

    beginning of year $137,546 · end of year $94,241

  • 27 · Net assets without donor restrictions

    beginning of year $4,156,836 · end of year $4,972,011

  • 28 · Net assets with donor restrictions

    beginning of year $578,786 · end of year $1,060,602

Mission and programs · 2024

Mission

METROWEST LEGAL SERVICES (MWLS) PROVIDES FREE LEGAL SERVICES IN CIVIL CASES TO PROTECT AND ADVANCE THE RIGHTS OF LOW-INCOME, ELDERLY, DISABLED AND OTHER DISENFRANCHISED PEOPLE IN THE 45 COMMUNITIES IT SERVES, WITH THE GOAL OF HELPING CLIENTS OBTAIN LEGAL, SOCIAL AND ECONOMIC JUSTICE.

Activities or mission (Part I)

METROWEST LEGAL SERVICES (MWLS) PROVIDES FREE LEGAL SERVICES TO ELIGIBLE INDIVIDUALS AND FAMILIES IN OUR CATCHMENT AREA.

  • MWLS HANDLED 3,949 CASES DURING FY25, AN INCREASE OF 18% OVER FY24. OF THOSE HANDLED, THE TYPES OF CASES HANDLED WERE CONSISTENT WITH THE RESULTS OF THE 2023 NEEDS ASSESSMENT. CASES HANDLED INCLUDED HOUSING AND IMMIGRATION - 31% EACH, FAMILY - 16%, DOCUMENT DRAFTING FOR SENIORS - 10%, GOVERNMENT BENEFITS AND HEALTH CARE ACCESS - 6%, CONSUMER - 4%, AND EDUCATION - 2%. MWLS ADVOCACY RESULTED IN SIGNIFICANT ECONOMIC BENEFITS FOR CLIENTS DURING THE YEAR INCLUDING $6,795,587 IN DIRECT DOLLAR BENEFITS TO CLIENTS AND $4,108,684 IN DIRECT DOLLAR SAVINGS TO CLIENTS. MWLS CONTINUED TO RECRUIT AND TRAIN PRIVATE ATTORNEYS PARTICIPATING IN THE PRIVATE BAR INVOLVEMENT PROGRAM. MWLS CONTINUED ITS LAWYER FOR THE DAY IN MARLBOROUGH AND STARTED A NEW LAWYER FOR THE DAY IN THE NORFOLK PROBATE AND FAMILY COURT IN CANTON IN THE SPRING OF 2025. THE SENIOR CITIZEN LEGAL PROJECT HELD 108 ELDER LEGAL CLINICS AT 10 LOCAL SENIOR CENTERS THAT PROVIDED LEGAL ADVICE TO 474 SENIORS. THE IMMIGRATION UNIT HELD BI-MONTHLY CLINICS AT VOICES AGAINST VIOLENCE WHERE IMMIGRANT SURVIVORS WERE SCREENED FOR POSSIBLE IMMIGRATION RELIEF AVAILABLE TO THEM. MWLS CONDUCTED EXTENSIVE OUTREACH ACROSS SUBSTANTIVE UNITS AND AS AN ORGANIZATION. OUTREACH TOOK MULTIPLE FORMS INCLUDING PARTICIPATING IN MANY LOCAL AND REGIONAL EVENTS AND ACTIVITIES SUCH AS HEALTH FAIRS, SENIOR FAIRS, TABLING EVENTS THAT ARE HELD BY CITIES/TOWNS, SCHOOL EVENTS, AND EVENTS HELD BY OTHER COMMUNITY PARTNERS AS WELL AS COMMUNITY LEGAL EDUCATION.MWLS ALSO PROVIDED 21 TRAINING EVENTS, BENEFITING 855 ATTENDEES.MWLS STAFF ALSO PARTICIPATED IN COALITIONS, COMMITTEES, AND ROUNDTABLES WHICH PROVIDE AN OPPORTUNITY TO MAKE OTHER COMMUNITY PARTNERS AWARE OF THE SERVICES PROVIDED AND HOW TO ACCESS THEM.

    Expenses $4,261,129 · Revenue $15,083

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Stephen Richmond Esq

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • Carolyn Flammey CPA

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Damien Powell Esq

    CLERK

    Total calculated
    $0
    Hours/week
    1
  • Deepika Bhayana Esq

    VICE-PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • Katherine Garrahan Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Paula Nedder Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Colleen Cunnally Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Marcus Hughes Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Gheed Murtadi

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jennifer Rahall

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Josiane Trizoti

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Adam Slutsky Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Darcy Hamilton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jeanine Graychuk

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Elizabeth Soule Esq

    EXECUTIVE DIRECTOR

    Total calculated
    $177,468
    From this org
    $159,965
    From related orgs
    $0
    Other
    $17,503
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $159,965
    Bonus
    $0
    Other
    $0
    Deferred
    $6,459
    Nontaxable benefits
    $11,044
    Filer's total
    $177,468
  • Mary Kiely

    CFO

    Total calculated
    $143,556
    From this org
    $117,030
    From related orgs
    $0
    Other
    $26,526
    Hours/week
    35
  • Stephen Matthews

    ADVOCACY DIRECTOR

    Total calculated
    $154,472
    From this org
    $136,749
    From related orgs
    $0
    Other
    $17,723
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $136,749
    Bonus
    $0
    Other
    $0
    Deferred
    $5,114
    Nontaxable benefits
    $12,609
    Filer's total
    $154,472
  • Jennifer Ollington

    DEPUTY DIRECTOR

    Total calculated
    $150,421
    From this org
    $116,832
    From related orgs
    $0
    Other
    $33,589
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $116,832
    Bonus
    $0
    Other
    $0
    Deferred
    $4,723
    Nontaxable benefits
    $28,866
    Filer's total
    $150,421
  • Cheryl Palmieri

    DIRECTOR OF PROBONO

    Total calculated
    $133,104
    From this org
    $117,380
    From related orgs
    $0
    Other
    $15,724
    Hours/week
    35
  • Veranira Ochea

    SUPERVISING ATTORNEY

    Total calculated
    $149,981
    From this org
    $114,992
    From related orgs
    $0
    Other
    $34,989
    Hours/week
    35
  • Daniel Daley

    SENIOR STAFF ATTORNEY

    Total calculated
    $138,426
    From this org
    $103,546
    From related orgs
    $0
    Other
    $34,880
    Hours/week
    35

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 · Compensation survey or study

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
2024
Filed
11 November 2025
IRS schema version
2024v5.2
Source object
202503169349300315

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