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Nonprofiteer
← LEGAL AID FOUNDATION OF SANTA BARBARA COUNTY

Form 990 for tax year 2024

Filed by LEGAL AID FOUNDATION OF SANTA BARBARA COUNTY.

Totals

Total revenue
$3,839,283
Total expenses
$3,142,352
Contributions and grants received
$3,807,095
Grants paid
$130,362
Program service revenue
$0
Investment income
$8,792
Other revenue
$23,396
Total assets, end of year
$2,720,485
Total liabilities, end of year
$541,342
Net assets or fund balances, end of year
$2,179,143
Program services expenses (Part IX)
$2,747,520
Management and general expenses
$311,577
Fundraising expenses
$83,255
Program service expenses (Part III)
$2,747,520

Program services were 87.4% 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.

  • 1e · Government grants (contributions)

    $3,093,506

  • 1f · All other contributions, gifts and grants

    $713,589

  • 3 · Investment income

    total $8,792 · excluded $8,792

  • 8a · Fundraising events: gross income

    $35,250

  • 8b · Fundraising events: direct expenses

    $11,854

  • 8c · Net income from fundraising events

    total $23,396 · excluded $23,396

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $130,362 · program services $130,362

  • 5 · Compensation of officers, directors and key employees

    total $276,410 · program services $76,482 · management and general $160,749 · fundraising $39,179

  • 7 · Other salaries and wages

    total $1,912,422 · program services $1,845,899 · management and general $51,662 · fundraising $14,861

  • 8 · Pension plan contributions

    total $51,626 · program services $45,341 · management and general $5,010 · fundraising $1,275

  • 9 · Other employee benefits

    total $257,764 · program services $226,386 · management and general $25,014 · fundraising $6,364

  • 10 · Payroll taxes

    total $164,078 · program services $144,104 · management and general $15,923 · fundraising $4,051

  • 11c · Fees: accounting

    total $22,040 · management and general $22,040

  • 13 · Office expenses

    total $16,181 · program services $14,170 · management and general $1,618 · fundraising $393

  • 14 · Information technology

    total $34,688 · program services $30,376 · management and general $3,469 · fundraising $843

  • 16 · Occupancy

    total $67,819 · program services $59,389 · management and general $6,782 · fundraising $1,648

  • 17 · Travel

    total $12,448 · program services $10,901 · management and general $1,245 · fundraising $302

  • 22 · Depreciation, depletion and amortization

    total $16,474 · program services $14,427 · management and general $1,647 · fundraising $400

  • 23 · Insurance

    total $20,906 · program services $18,307 · management and general $2,091 · fundraising $508

  • 24a · Other expenses: OFFICE SUPPLIES AND SMA

    total $63,134 · program services $55,283 · management and general $6,317 · fundraising $1,534

  • 24b · Other expenses: TELECOMMUICATIONS

    total $33,503 · program services $29,339 · management and general $3,350 · fundraising $814

  • 24c · Other expenses: LEGAL REFERENCE LIBRARY

    total $24,462 · program services $21,422 · management and general $2,446 · fundraising $594

  • 24d · Other expenses: CLIENT DIRECT COSTS

    total $13,273 · program services $13,273

  • 24e · All other expenses

    total $24,762 · program services $12,059 · management and general $2,214 · fundraising $10,489

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $802,613 · end of year $1,094,708

  • 2 · Savings and temporary cash investments

    beginning of year $375,222 · end of year $614,486

  • 3 · Pledges and grants receivable

    beginning of year $282,972 · end of year $578,581

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,176 · end of year $3,207

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

    $542,871

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

    $205,841

  • 10c · Land, buildings and equipment, net

    beginning of year $353,504 · end of year $337,030

  • 15 · Other assets

    beginning of year $76,876 · end of year $92,473

  • 17 · Accounts payable and accrued expenses

    beginning of year $207,490 · end of year $361,162

  • 19 · Deferred revenue

    beginning of year $4,500 · end of year $7,500

  • 23 · Secured mortgages and notes payable

    beginning of year $104,702 · end of year $79,419

  • 25 · Other liabilities

    beginning of year $96,459 · end of year $93,261

  • 27 · Net assets without donor restrictions

    beginning of year $1,151,044 · end of year $1,584,604

  • 28 · Net assets with donor restrictions

    beginning of year $331,168 · end of year $594,539

Mission and programs · 2024

Mission

SEE SCHEDULE O

Activities or mission (Part I)

TO PROVIDE HIGH-QUALITY CIVIL LEGAL SERVICES TO VULNERABLE SANTA BARBARA COUNTY RESIDENTS.

  • HOUSINGTHE ORGANIZATION PROVIDES LEGAL ADVICE AND REPRESENTATION TO HOUSING CLIENTS IN THE AREAS OF EVICTION DEFENSE, FAIR HOUSING, SUBSIDIZED HOUSING, AND EVICTION PREVENTION. THE GOAL IS TO PRESERVE HOUSING, PREVENT HOMELESSNESS, AND REDUCE HOUSING INSTABILITY.

    Expenses $1,600,590 · Grants $32,685

  • FAMILY VIOLENCE & ELDER ABUSE PREVENTIONPROGRAM ATTORNEYS ADVISE AND REPRESENT SURVIVORS OF INTIMATE PARTNER VIOLENCE, SEXUAL ASSAULT, AND ELDER ABUSE AND NEGLECT WITH RESTRAINING ORDERS, CUSTODY, AND RELATED LEGAL ISSUES. THE ATTORNEYS ALSO REPRESENT CLIENTS WITH IMMIGRATION REMEDIES AVAILABLE TO VICTIMS OF CRIMES.

    Expenses $598,266 · Grants $97,677

  • COURTHOUSE LEGAL RESOURCE CENTER (LRC)THROUGH A CONTRACT WITH THE SANTA BARBARA SUPERIOR COURT, PROGRAM ATTORNEYS PROVIDE FREE ASSISTANCE TO SELF-REPRESENTED LITIGANTS WITH THE COMPLETION OF LEGAL AND COURT DOCUMENTS FOR VARIOUS CIVIL MATTERS. THE PROGRAM HELPS INDIVIDUALS UNDERSTAND COURT PROCEDURES AND HOW TO PROPERLY PRESENT A CASE TO THE COURT.

    Expenses $192,688

  • DISABILITY ADVOCACYPROGRAM ATTORNEYS PROVIDE LEGAL ADVOCACY FOR HOMELESS CLIENTS IN APPLYING FOR AND SECURING SOCIAL SECURITY OR OTHER DISABILITY BENEFITS USING CALIFORNIA HDAP FUNDING.

    Expenses $168,030

  • CONSUMER PROTECTIONPROVIDES LEGAL ADVICE AND REPRESENTATION WITH CONSUMER FRAUD, DEBT COLLECTION, FORECLOSURE, SCAMS, AND OTHER CONSUMER PROTECTION MATTERS. THE PROGRAM ALSO ASSISTS VULNERABLE SENIORS WHO HAVE BEEN DEFRAUDED OR EXPLOITED.

    Expenses $187,946

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

Listed in Part VII

  • Alan Blakeboro

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Crystal Forsher

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Susan Thompson

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Wendy Kosche

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Jena Acos

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Saji D Gunawardane

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Julianna Malis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Cristal Rodriguez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Alexander Saunders

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Garry Tetalman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Claire Mitchell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • William Felstiner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jennifer Smith

    EXECUTIVE DIRECTOR

    Total calculated
    $156,117
    From this org
    $147,588
    From related orgs
    $0
    Other
    $8,529
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $147,588
    Bonus
    $0
    Other
    $0
    Deferred
    $3,759
    Nontaxable benefits
    $4,770
    Filer's total
    $156,117

  • Patricia Geyer

    FINANCE DIRECTOR

    Total calculated
    $158,733
    From this org
    $128,822
    From related orgs
    $0
    Other
    $29,911
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $128,822
    Bonus
    $0
    Other
    $0
    Deferred
    $3,675
    Nontaxable benefits
    $26,236
    Filer's total
    $158,733

  • Lambrous Alex

    LEGAL DIRECTOR

    Total calculated
    $134,838
    From this org
    $110,667
    From related orgs
    $0
    Other
    $24,171
    Hours/week
    37.5

  • Lee Katerine

    LEGAL DIRECTOR

    Total calculated
    $131,895
    From this org
    $119,620
    From related orgs
    $0
    Other
    $12,275
    Hours/week
    37.5

  • Nantze Madeleine

    STAFF ATTORNEY

    Total calculated
    $132,752
    From this org
    $101,139
    From related orgs
    $0
    Other
    $31,613
    Hours/week
    37.5

  • Orcutt Victoria

    MANAGING ATTORNEY

    Total calculated
    $123,666
    From this org
    $101,396
    From related orgs
    $0
    Other
    $22,270
    Hours/week
    37.5

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. 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 · 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

Provenance

Return type
form_990
Tax year
2024
Filed
17 December 2025
IRS schema version
2024v5.2
Source object
202543529349300539

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