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Nonprofiteer
← SAN LUIS OBISPO LEGAL ASSISTANCE FOUNDATION

Form 990 for tax year 2024

Filed by SAN LUIS OBISPO LEGAL ASSISTANCE FOUNDATION.

Totals

Total revenue
$1,584,242
Total expenses
$1,583,489
Contributions and grants received
$1,559,824
Grants paid
$0
Program service revenue
$0
Investment income
$28,192
Other revenue
-$3,774
Total assets, end of year
$1,170,012
Total liabilities, end of year
$358,534
Net assets or fund balances, end of year
$811,478
Program services expenses (Part IX)
$1,326,933
Management and general expenses
$180,454
Fundraising expenses
$76,102
Program service expenses (Part III)
$1,326,933

Program services were 83.8% 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.

  • 1c · Fundraising events

    $38,297

  • 1e · Government grants (contributions)

    $1,351,640

  • 1f · All other contributions, gifts and grants

    $169,887

  • 3 · Investment income

    total $33,775 · excluded $33,775

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

    other assets $5,583

  • 7c · Gain or loss

    other assets -$5,583

  • 7d · Net gain or loss

    total -$5,583 · excluded -$5,583

  • 8a · Fundraising events: gross income

    $0

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

    $38,297

  • 8b · Fundraising events: direct expenses

    $3,774

  • 8c · Net income from fundraising events

    total -$3,774 · excluded -$3,774

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $143,380 · program services $48,616 · management and general $68,651 · fundraising $26,113

  • 7 · Other salaries and wages

    total $870,545 · program services $837,290 · management and general $13,309 · fundraising $19,946

  • 9 · Other employee benefits

    total $187,105 · program services $163,480 · management and general $15,124 · fundraising $8,501

  • 10 · Payroll taxes

    total $84,282 · program services $73,709 · management and general $6,741 · fundraising $3,832

  • 11c · Fees: accounting

    total $34,200 · management and general $31,357 · fundraising $2,843

  • 12 · Advertising and promotion

    total $3,996 · management and general $3,857 · fundraising $139

  • 13 · Office expenses

    total $41,579 · program services $31,133 · management and general $8,425 · fundraising $2,021

  • 14 · Information technology

    total $44,434 · program services $41,083 · management and general $1,772 · fundraising $1,579

  • 16 · Occupancy

    total $114,515 · program services $80,122 · management and general $25,083 · fundraising $9,310

  • 17 · Travel

    total $11,597 · program services $10,715 · management and general $587 · fundraising $295

  • 22 · Depreciation, depletion and amortization

    total $7,275 · program services $5,867 · management and general $1,074 · fundraising $334

  • 23 · Insurance

    total $25,405 · program services $23,383 · management and general $1,255 · fundraising $767

  • 24a · Other expenses: DUES AND SUBSCRIPTIONS

    total $10,518 · program services $8,100 · management and general $1,996 · fundraising $422

  • 24b · Other expenses: LEGAL SERVICES EXPENSES

    total $3,504 · program services $3,434 · management and general $70

  • 24c · Other expenses: BOARD OF DIRECTORS EXPE

    total $1,139 · management and general $1,139

  • 24d · Other expenses: TAXES & FEES

    total $15 · program services $1 · management and general $14

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $140 · end of year $64,449

  • 2 · Savings and temporary cash investments

    beginning of year $835,069 · end of year $661,408

  • 3 · Pledges and grants receivable

    beginning of year $471,911 · end of year $302,149

  • 9 · Prepaid expenses and deferred charges

    beginning of year $26,123 · end of year $8,940

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

    $37,351

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

    $24,864

  • 10c · Land, buildings and equipment, net

    beginning of year $25,345 · end of year $12,487

  • 15 · Other assets

    beginning of year $178,594 · end of year $120,579

  • 17 · Accounts payable and accrued expenses

    beginning of year $119,223 · end of year $96,784

  • 19 · Deferred revenue

    beginning of year $444,451 · end of year $131,774

  • 25 · Other liabilities

    beginning of year $162,783 · end of year $129,976

  • 27 · Net assets without donor restrictions

    beginning of year $810,725 · end of year $811,478

Mission and programs · 2024

Mission

SAN LUIS OBISPO LEGAL ASSISTANCE FOUNDATION'S MISSION IS TO PROVIDE LEGAL SERVICES AND RESOURCES TO PEOPLE IN NEED.

Activities or mission (Part I)

FREE LEGAL SERVICES FOR LOW-INCOME SAN LUIS OBISPO COUNTY RESIDENTS IN NEED

  • THE ORGANIZATION PROVIDES FREE LEGAL SERVICES FOR LOW-INCOME SAN LUIS OBISPO COUNTY RESIDENTS IN NEED. SOME LEGAL SERVICES HAVE RESULTED IN THE ORGANIZATION BEING CO-COUNSEL IN A CLASS ACTION LAWSUIT REPRESENTING INDIVIDUALS THAT MAY NOT OTHERWISE BEEN ABLE TO SECURE NECESSARY COUNSEL GIVEN DISADVANTAGE OR LOW INCOME AND BEING AWARDED RELATED FEES.

    Expenses $1,326,933 · Revenue $36,328

As filed on the 2024 return.

Listed in Part VII

  • Stephanie Barclay

    EXECUTIVE DIRECTOR

    Total calculated
    $45,516
    From this org
    $41,697
    From related orgs
    $0
    Other
    $3,819
    Hours/week
    50

  • Donna Jones

    EXECUTIVE DIRECTOR (PART YEAR)

    Total calculated
    $130,226
    From this org
    $104,315
    From related orgs
    $0
    Other
    $25,911
    Hours/week
    50

  • Bradley D Liggett

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Catherine Devlin

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Brian Stack

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Sadie Symens

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Michael Chen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Pam Jardini

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Matthew Loker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rob Lomeli

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Shelley McConnell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Khouloud E Pearson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kellie Y Phillips

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kevin N Green

    LEGAL DIRECTOR

    Total calculated
    $118,288
    From this org
    $109,750
    From related orgs
    $0
    Other
    $8,538
    Hours/week
    40

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
2024
Filed
14 May 2026
IRS schema version
2024v5.5
Source object
202611359349300111

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