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Nonprofiteer
← SOUTHEASTERN LEGAL FOUNDATION INC

Form 990 for tax year 2023

Filed by SOUTHEASTERN LEGAL FOUNDATION INC.

Totals

Total revenue
$2,718,849
Total expenses
$2,688,718
Contributions and grants received
$2,211,451
Grants paid
$0
Program service revenue
$195,315
Investment income
$312,083
Other revenue
$0
Total assets, end of year
$8,222,075
Total liabilities, end of year
$75,325
Net assets or fund balances, end of year
$8,146,750
Program services expenses (Part IX)
$2,512,303
Management and general expenses
$88,840
Fundraising expenses
$87,575
Program service expenses (Part III)
$2,512,303

Program services were 93.4% 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.

  • 1f · All other contributions, gifts and grants

    $2,211,451

  • 2a · Program service revenue: COURT AWARDS

    total $195,315 · related or exempt $195,315

  • 3 · Investment income

    total $312,083 · excluded $312,083

Functional expenses

Part IX, the statement of functional expenses.

  • 6 · Compensation of disqualified persons

    total $222,500 · program services $222,500

  • 7 · Other salaries and wages

    total $523,243 · program services $457,838 · management and general $65,405

  • 8 · Pension plan contributions

    total $22,625 · program services $19,797 · management and general $2,828

  • 9 · Other employee benefits

    total $72,053 · program services $71,591 · management and general $462

  • 10 · Payroll taxes

    total $50,560 · program services $44,240 · management and general $6,320

  • 11b · Fees: legal

    total $480,095 · program services $480,095

  • 11c · Fees: accounting

    total $36,390 · program services $34,934 · management and general $1,456

  • 11e · Fees: professional fundraising services

    total $87,575 · fundraising $87,575

  • 11g · Fees: other

    total $249,781 · program services $239,790 · management and general $9,991

  • 13 · Office expenses

    total $49,346 · program services $48,113 · management and general $1,233

  • 14 · Information technology

    total $32,730 · program services $32,730

  • 17 · Travel

    total $46 · program services $46

  • 22 · Depreciation, depletion and amortization

    total $11,097 · program services $10,542 · management and general $555

  • 23 · Insurance

    total $33,013 · program services $33,013

  • 24a · Other expenses: DIRECT MAIL

    total $788,177 · program services $788,177

  • 24b · Other expenses: INSTITUTIONAL FEES

    total $22,993 · program services $22,533 · management and general $460

  • 24c · Other expenses: PROPERTY EXPENSES

    total $6,494 · program services $6,364 · management and general $130

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $737,474 · end of year $479,746

  • 9 · Prepaid expenses and deferred charges

    beginning of year $9,542 · end of year $24,578

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

    $326,666

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

    $103,782

  • 10c · Land, buildings and equipment, net

    beginning of year $233,980 · end of year $222,884

  • 11 · Investments: publicly traded securities

    beginning of year $6,288,162 · end of year $6,650,900

  • 12 · Investments: other securities

    beginning of year $720,680 · end of year $816,345

  • 15 · Other assets

    beginning of year $47,000 · end of year $27,622

  • 17 · Accounts payable and accrued expenses

    beginning of year $14,066 · end of year $10,521

  • 21 · Escrow or custodial account liability

    beginning of year $66,699 · end of year $66,699

  • 25 · Other liabilities

    beginning of year $8,500 · end of year -$1,895

  • 27 · Net assets without donor restrictions

    beginning of year $7,767,573 · end of year $7,966,750

  • 28 · Net assets with donor restrictions

    beginning of year $180,000 · end of year $180,000

Mission and programs · 2023

Mission

THE PRIMARY PURPOSE OF THE SOUTHEASTERN LEGAL FOUNDATION, INC. (SLF) IS AS A PUBLIC INTEREST LAW FIRM AND POLICY CENTER.

  • IN ADDITION TO LEGAL SERVICES, THE ORGANIZATION ALSO CONDUCTS NONPARTISAN STUDIES AND RESEARCHES AND COLLECTS, COMPILES, AND PUBLISHES FULL AND FAIR PRESENTATION OF FACTS, INFORMATION, AND STATISTICS CONCERNING THE EFFECTS OF GOVERNMENT ACTIVITIES UPON THE SOCIAL AND ECONOMIC INSTITUTIONS OF THE PEOPLE OF THE UNITED STATES.

    Expenses $2,512,303 · Revenue $195,315

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Kimberly Hermann

    EXECUTIVE DI

    Total calculated
    $231,400
    From this org
    $222,500
    From related orgs
    $0
    Other
    $8,900
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $222,500
    Bonus
    not reported
    Other
    not reported
    Deferred
    $8,900
    Nontaxable benefits
    not reported
    Filer's total
    $231,400

  • Joe Arnall

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • Kathy Barco-Jossim

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Ronnie Chance

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    5

  • Clay Cox

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Denny Jones

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Michael G Riley

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • Emerson Russell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Todd Young

    CEO

    Total calculated
    $0
    Hours/week
    50

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

None.

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
2023
Filed
6 November 2024
IRS schema version
2023v5.0
Source object
202413209349305776

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