Form 990 for tax year 2023
Filed by LEGAL SERVICES FOR THE ELDERLY INC.
Totals
- Total revenue
- $3,496,565
- Total expenses
- $3,105,317
- Contributions and grants received
- $3,458,614
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $35,141
- Other revenue
- $2,810
- Total assets, end of year
- $2,285,935
- Total liabilities, end of year
- $241,428
- Net assets or fund balances, end of year
- $2,044,507
- Program services expenses (Part IX)
- $2,644,161
- Management and general expenses
- $380,672
- Fundraising expenses
- $80,484
- Program service expenses (Part III)
- $2,644,161
Program services were 85.1% 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
$58,876
-
1e · Government grants (contributions)
$2,812,981
-
1f · All other contributions, gifts and grants
$586,757
-
3 · Investment income
total $35,141 · excluded $35,141
-
11a · Other revenue: ROUND TABLE SUMMIT FEES
total $2,324 · excluded $2,324
-
11b · Other revenue: MEMIC DIVIDEND
total $406 · excluded $406
-
11c · Other revenue: MISC INCOME - OTHER
total $75 · excluded $75
-
11d · All other revenue
total $5 · excluded $5
-
11e · Other revenue, total
$2,810
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $272,528 · program services $63,912 · management and general $166,567 · fundraising $42,049
-
7 · Other salaries and wages
total $1,794,793 · program services $1,696,043 · management and general $92,373 · fundraising $6,377
-
8 · Pension plan contributions
total $136,306 · program services $131,368 · management and general $4,619 · fundraising $319
-
9 · Other employee benefits
total $236,516 · program services $227,857 · management and general $8,376 · fundraising $283
-
10 · Payroll taxes
total $151,857 · program services $131,247 · management and general $17,599 · fundraising $3,011
-
11c · Fees: accounting
total $34,350 · program services $14,287 · management and general $20,063
-
11g · Fees: other
total $59,502 · program services $33,994 · management and general $11,631 · fundraising $13,877
-
13 · Office expenses
total $106,369 · program services $102,644 · management and general $2,720 · fundraising $1,005
-
14 · Information technology
total $131,764 · program services $111,557 · management and general $20,207
-
16 · Occupancy
total $11,612 · program services $9,736 · management and general $1,876
-
17 · Travel
total $13,567 · program services $13,516 · management and general $51
-
22 · Depreciation, depletion and amortization
total $18,821 · program services $15,799 · management and general $3,022
-
23 · Insurance
total $17,582 · program services $8,713 · management and general $8,869
-
24a · Other expenses: REPAIRS & MAINT
total $26,970 · program services $21,067 · management and general $5,903
-
24b · Other expenses: DUES & SUBSCRIPTIONS
total $23,979 · program services $16,761 · management and general $6,923 · fundraising $295
-
24c · Other expenses: SUPPLIES
total $20,810 · program services $13,429 · management and general $7,234 · fundraising $147
-
24d · Other expenses: TRAINING
total $15,945 · program services $2,841 · management and general $285 · fundraising $12,819
-
24e · All other expenses
total $32,046 · program services $29,390 · management and general $2,354 · fundraising $302
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $360,792 · end of year $244,603
-
2 · Savings and temporary cash investments
beginning of year $418,301 · end of year $1,365,347
-
3 · Pledges and grants receivable
beginning of year $332,771 · end of year $281,663
-
4 · Accounts receivable
beginning of year $10,000 · end of year $274
-
9 · Prepaid expenses and deferred charges
beginning of year $43,863 · end of year $50,167
-
10a · Land, buildings and equipment: cost or other basis
$572,088
-
10b · Land, buildings and equipment: accumulated depreciation
$228,207
-
10c · Land, buildings and equipment, net
beginning of year $362,701 · end of year $343,881
-
11 · Investments: publicly traded securities
beginning of year $292,401
-
17 · Accounts payable and accrued expenses
beginning of year $125,698 · end of year $205,799
-
19 · Deferred revenue
beginning of year $41,872 · end of year $35,629
-
27 · Net assets without donor restrictions
beginning of year $1,592,951 · end of year $1,983,391
-
28 · Net assets with donor restrictions
beginning of year $60,308 · end of year $61,116
Mission and programs · 2023
Mission
TO PROVIDE FREE HIGH QUALITY LEGAL SERVICES TO MAINE RESIDENTS AGED SIXTY & OVER, WHO QUALIFY FOR LEGAL SERVICES UNDER THE OLDER AMERICANS ACT, 42 USCA SEC. 3001 ET SEQ, AS AMENDED.
Activities or mission (Part I)
PROVIDE FREE LEGAL SERVICES TO MAINE RESIDENTS AGED SIXTY AND OVER AND MEDICARE ADVOCACY SERVICES TO ANYONE ELIGIBLE FOR MEDICARE.
-
LEGAL SERVICES: FREE LEGAL SERVICES AVAILABLE THROUGH STATEWIDE TOLL-FREE HELPLINE AND STAFF ATTORNEYS LOCATED ACROSS THE STATE; DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2024, THE ORGANIZATION HANDLED 4,682 MATTERS FOR 3,878 CLIENTS IT SERVED
Expenses $2,032,202
-
ADVOCACY AND EDUCATION: MEDICARE AND MAINECARE(MEDICAID) INFORMATION PROVIDED THROUGH PARTICIPATION IN STATE HEALTH INSURANCE ASSISTANCE AND SENIOR MEDICARE PATROL PROGRAMS; FREE ASSISTANCE PROVIDED BY MEDICARE PART D APPEALS UNIT IN APPEALING DENIALS OF MEDICATIONS UNDER MEDICARE PART D AND ENSURING ACCESS TO HELP IN AFFORDING MEDICATIONS; OUTREACH AND EDUCATION; AND PUBLIC POLICY AND LEGISLATIVE ADVOCACY PURSUED ON BEHALF OF THE OLDER PEOPLE. DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2024, THE ORGANIZATION HANDLED 817 MATTERS FOR 712 CLIENTS IT SERVED.
Expenses $611,959
As filed on the 2023 return.
Listed in Part VII
-
JAYE L MARTIN
EXECUTIVE DI
- Total calculated
- $147,583
- From this org
- $125,894
- From related orgs
- $0
- Other
- $21,689
- Hours/week
- 40
-
BARBARA KIRCHDORFER
FINANCE DIRE
- Total calculated
- $114,092
- From this org
- $97,785
- From related orgs
- $0
- Other
- $16,307
- Hours/week
- 40
-
BARBARA SCHLICHTMAN ESQ
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
CHARLES C SOLTAN ESQ
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
NANCY WANDERER ESQ
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
PETER FESSENDEN ESQ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
JAKE HOLMES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
ROLAND JOY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
VANESSA MADORE
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
DYAN MCCARTHY-CLARK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
TAMARA HERRICK PHD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
STEVEN RICHARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
ERIC SELTZER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
ANDREA SHAW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 27 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202542269349301409
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