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Nonprofiteer
← LEGAL AID SOCIETY OF SAN MATEO CO

Form 990 for tax year 2022

Filed by LEGAL AID SOCIETY OF SAN MATEO CO.

Totals

Total revenue
$4,792,599
Total expenses
$5,266,249
Contributions and grants received
$4,637,902
Grants paid
$1,194,897
Program service revenue
$153,097
Investment income
-$9,045
Other revenue
$10,645
Total assets, end of year
$5,853,401
Total liabilities, end of year
$1,221,197
Net assets or fund balances, end of year
$4,632,204
Program services expenses (Part IX)
$4,768,438
Management and general expenses
$68,519
Fundraising expenses
$429,292
Program service expenses (Part III)
$4,768,438

Program services were 90.5% 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

    $453,856

  • 1e · Government grants (contributions)

    $2,742,565

  • 1f · All other contributions, gifts and grants

    $1,441,481

  • 2a · Program service revenue: Attorney Fees

    total $153,097 · related or exempt $153,097

  • 3 · Investment income

    total $29,106 · excluded $29,106

  • 7a · Gross sales of assets other than inventory

    securities $1,358,789

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

    securities $1,396,940

  • 7c · Gain or loss

    securities -$38,151

  • 7d · Net gain or loss

    total -$38,151 · excluded -$38,151

  • 8a · Fundraising events: gross income

    $76,222

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

    $453,856

  • 8b · Fundraising events: direct expenses

    $76,222

  • 8c · Net income from fundraising events

    total $0

  • 11a · Other revenue: Miscellaneous

    total $10,645 · excluded $10,645

  • 11e · Other revenue, total

    $10,645

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,104,092 · program services $1,104,092

  • 2 · Grants to domestic individuals

    total $90,805 · program services $90,805

  • 5 · Compensation of officers, directors and key employees

    total $202,650 · program services $105,378 · management and general $35,734 · fundraising $61,538

  • 7 · Other salaries and wages

    total $2,684,456 · program services $2,400,588 · fundraising $283,868

  • 8 · Pension plan contributions

    total $69,769 · program services $66,169 · fundraising $3,600

  • 9 · Other employee benefits

    total $426,582 · program services $397,210 · management and general $1,221 · fundraising $28,151

  • 10 · Payroll taxes

    total $218,525 · program services $200,866 · management and general $2,387 · fundraising $15,272

  • 11b · Fees: legal

    total $16,661 · program services $16,600 · fundraising $61

  • 11c · Fees: accounting

    total $79,000 · program services $76,068 · fundraising $2,932

  • 11e · Fees: professional fundraising services

    total $252 · fundraising $252

  • 11f · Fees: investment management

    total $19,751 · management and general $19,751

  • 11g · Fees: other

    total $52,544 · program services $47,322 · fundraising $5,222

  • 13 · Office expenses

    total $36,192 · program services $28,010 · fundraising $8,182

  • 14 · Information technology

    total $79,767 · program services $72,042 · fundraising $7,725

  • 16 · Occupancy

    total $71,583 · program services $62,801 · management and general $4,657 · fundraising $4,125

  • 17 · Travel

    total $2,715 · program services $2,560 · fundraising $155

  • 19 · Conferences, conventions and meetings

    total $3,213 · program services $2,953 · fundraising $260

  • 23 · Insurance

    total $15,597 · program services $14,193 · fundraising $1,404

  • 24a · Other expenses: Miscellaneous

    total $53,944 · program services $48,190 · management and general $1,414 · fundraising $4,340

  • 24b · Other expenses: Dues & memberships

    total $25,320 · program services $19,818 · management and general $3,355 · fundraising $2,147

  • 24c · Other expenses: Library supplements

    total $12,831 · program services $12,773 · fundraising $58

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $420,836 · end of year $233,810

  • 2 · Savings and temporary cash investments

    beginning of year $395,081 · end of year $91,475

  • 3 · Pledges and grants receivable

    beginning of year $1,201,893 · end of year $1,575,721

  • 9 · Prepaid expenses and deferred charges

    beginning of year $71,570 · end of year $46,115

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

    $257,769

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

    $257,769

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $4,179,168 · end of year $3,885,971

  • 15 · Other assets

    beginning of year $7,873 · end of year $20,309

  • 17 · Accounts payable and accrued expenses

    beginning of year $624,952 · end of year $912,903

  • 19 · Deferred revenue

    beginning of year $262,299 · end of year $295,858

  • 25 · Other liabilities

    beginning of year $0 · end of year $12,436

  • 27 · Net assets without donor restrictions

    beginning of year $2,586,618 · end of year $2,030,973

  • 28 · Net assets with donor restrictions

    beginning of year $2,802,552 · end of year $2,601,231

Mission and programs · 2022

Mission

We fight social injustice through civil legal advocacy for people living in poverty. We make the safety net work by educating people on their rights, representing them when they can't break through the bureaucracy, and advocating to fix systems that are broken.

Activities or mission (Part I)

To fight social injustice through civil legal advocacy for people living in poverty.

  • The LIBRE (Linking Immigrants to Benefits, Resources & Education) Project's goal is to educate our immigrant communities about the safety net services available, link them to specific agencies in their communities that can assist them with the enrollment process, and provide legal advice and representation to those seeking immigration relief or safety net benefits.

    Expenses $1,830,337 · Grants $922,390

  • HomeSavers provides legal assistance to people threatened with losing their homes or living in substandard conditions with the goals of keeping people in their homes; preventing homelessness through the enforcement of legal rights, in and out of court; and remedying substandard living conditions through advocacy.

    Expenses $1,081,480 · Grants $269,949

  • The Health Consumer Center helps low income San Mateo residents navigate a flawed healthcare system with the ultimate goal of improving access to quality healthcare and health insurance coverage.

    Expenses $652,880

  • Legal Aid Society of San Mateo County uses the law to make the social safety net work by representing clients when they can't break through the bureaucracy, advocating to fix broken systems, and empowering clients to advocate for themselves.

    Expenses $1,203,741 · Grants $2,558 · Revenue $153,097

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

Listed in Part VII

  • Adam J Zapala

    President/Member (trans. 1/23)

    Total calculated
    $0
    Hours/week
    1

  • Robert L Uriarte

    Vice President/Member (trans. 1/23)

    Total calculated
    $0
    Hours/week
    1

  • Assad Rajani

    Secretary/VP (trans. 1/23)

    Total calculated
    $0
    Hours/week
    1

  • Sarah Slayen

    Member/Secretary (trans. 1/23)

    Total calculated
    $0
    Hours/week
    1

  • Greg Regan CPA

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Aaron M Armstrong

    Member

    Total calculated
    $0
    Hours/week
    1

  • Jessica Arner

    Member

    Total calculated
    $0
    Hours/week
    1

  • Joyce Chow

    Member (start 1/23)

    Total calculated
    $0
    Hours/week
    1

  • William Freeman

    Member (start 7/22)

    Total calculated
    $0
    Hours/week
    1

  • Paul Resnick

    Member/President (trans. 1/23)

    Total calculated
    $0
    Hours/week
    1

  • Janice S Tam

    Member

    Total calculated
    $0
    Hours/week
    1

  • Leticia G Toledo

    Member

    Total calculated
    $0
    Hours/week
    1

  • Alison R Watkins

    Member

    Total calculated
    $0
    Hours/week
    1

  • Laurence A Weiss

    Member

    Total calculated
    $0
    Hours/week
    1

  • Rand N White

    Member

    Total calculated
    $0
    Hours/week
    1

  • David C Wilson

    Member (end 12/22)

    Total calculated
    $0
    Hours/week
    1

  • M Stacey Hawver

    Executive Director

    Total calculated
    $199,189
    From this org
    $181,308
    From related orgs
    $0
    Other
    $17,881
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $181,308
    Bonus
    $0
    Other
    $0
    Deferred
    $5,106
    Nontaxable benefits
    $12,775
    Filer's total
    $199,189

  • Stephanie E Bilinski

    Director of ProBono

    Total calculated
    $130,654
    From this org
    $115,286
    From related orgs
    $0
    Other
    $15,368
    Hours/week
    40

  • David Carducci

    Directing Attorney

    Total calculated
    $144,138
    From this org
    $116,556
    From related orgs
    $0
    Other
    $27,582
    Hours/week
    40

  • Jonathan Garcia

    Supervising Attorney

    Total calculated
    $115,690
    From this org
    $104,332
    From related orgs
    $0
    Other
    $11,358
    Hours/week
    40

  • Jennifer Horne

    Directing Attorney

    Total calculated
    $125,710
    From this org
    $119,901
    From related orgs
    $0
    Other
    $5,809
    Hours/week
    40

  • Gwen Barrett

    Dir. of Development & Communications

    Total calculated
    $121,892
    From this org
    $117,863
    From related orgs
    $0
    Other
    $4,029
    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. 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
  • 3 · Approval by the board or compensation committee

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
14 February 2024
IRS schema version
2022v5.0
Source object
202430459349300638

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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