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Nonprofiteer
← LEGAL AID SOCIETY OF CLEVELAND

Form 990 for tax year 2023

Filed by LEGAL AID SOCIETY OF CLEVELAND.

Totals

Total revenue
$21,426,692
Total expenses
$19,208,541
Contributions and grants received
$21,303,716
Grants paid
$0
Program service revenue
$0
Investment income
$282,831
Other revenue
-$159,855
Total assets, end of year
$24,082,914
Total liabilities, end of year
$6,764,151
Net assets or fund balances, end of year
$17,318,763
Program services expenses (Part IX)
$16,008,080
Management and general expenses
$2,218,143
Fundraising expenses
$982,318
Program service expenses (Part III)
$16,008,080

Program services were 83.3% 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

    $1,030,426

  • 1c · Fundraising events

    $583,271

  • 1e · Government grants (contributions)

    $9,511,874

  • 1f · All other contributions, gifts and grants

    $10,178,145

  • 1g · Noncash contributions included above

    $74,006

  • 3 · Investment income

    total $227,122 · excluded $227,122

  • 6a · Gross rents

    real property $16,200

  • 6b · Less rental expenses

    real property $20,095

  • 6c · Rental income or loss

    real property -$3,895

  • 6d · Net rental income or loss

    total -$3,895 · excluded -$3,895

  • 7a · Gross sales of assets other than inventory

    securities $156,461

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

    securities $100,752

  • 7c · Gain or loss

    securities $55,709

  • 7d · Net gain or loss

    total $55,709 · excluded $55,709

  • 8a · Fundraising events: gross income

    $0

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

    $583,271

  • 8b · Fundraising events: direct expenses

    $168,370

  • 8c · Net income from fundraising events

    total -$168,370 · excluded -$168,370

  • 11a · Other revenue: PROGRAM SERVICE REVENUE

    total $10,464 · related or exempt $10,464

  • 11b · Other revenue: MISCELLANEOUS REVENUE

    total $1,946 · related or exempt $1,946

  • 11e · Other revenue, total

    $12,410

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,521,025 · management and general $1,205,831 · fundraising $315,194

  • 7 · Other salaries and wages

    total $9,620,188 · program services $9,377,606 · fundraising $242,582

  • 9 · Other employee benefits

    total $2,873,943 · program services $2,417,838 · management and general $343,816 · fundraising $112,289

  • 10 · Payroll taxes

    total $873,671 · program services $740,764 · management and general $90,261 · fundraising $42,646

  • 11b · Fees: legal

    total $154,871 · program services $154,871

  • 11c · Fees: accounting

    total $22,000 · program services $19,873 · management and general $1,441 · fundraising $686

  • 11f · Fees: investment management

    total $64,971 · management and general $64,971

  • 13 · Office expenses

    total $286,216 · program services $208,345 · management and general $37,124 · fundraising $40,747

  • 16 · Occupancy

    total $623,376 · program services $569,437 · management and general $36,474 · fundraising $17,465

  • 17 · Travel

    total $165,742 · program services $118,971 · management and general $20,189 · fundraising $26,582

  • 19 · Conferences, conventions and meetings

    total $251,655 · program services $205,774 · management and general $30,246 · fundraising $15,635

  • 20 · Interest

    total $74,333 · program services $45,735 · management and general $14,842 · fundraising $13,756

  • 22 · Depreciation, depletion and amortization

    total $346,783 · program services $299,188 · management and general $31,193 · fundraising $16,402

  • 23 · Insurance

    total $111,543 · program services $100,817 · management and general $7,158 · fundraising $3,568

  • 24a · Other expenses: CONSULTANTS AND CONTRAC

    total $1,072,447 · program services $736,421 · management and general $288,234 · fundraising $47,792

  • 24b · Other expenses: SUB-RECIPIENT GRANTS

    total $290,000 · program services $290,000

  • 24c · Other expenses: TRANSLATION

    total $207,710 · program services $207,710

  • 24d · Other expenses: PRINTING AND DESIGN

    total $170,117 · program services $104,919 · management and general $7,665 · fundraising $57,533

  • 24e · All other expenses

    total $477,950 · program services $409,811 · management and general $38,698 · fundraising $29,441

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,007,543 · end of year $1,829,523

  • 2 · Savings and temporary cash investments

    beginning of year $382,148 · end of year $1,315,626

  • 3 · Pledges and grants receivable

    beginning of year $1,632,366 · end of year $2,291,857

  • 9 · Prepaid expenses and deferred charges

    beginning of year $130,797 · end of year $169,546

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

    $7,863,061

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

    $3,750,467

  • 10c · Land, buildings and equipment, net

    beginning of year $4,168,902 · end of year $4,112,594

  • 11 · Investments: publicly traded securities

    beginning of year $8,293,108 · end of year $10,736,231

  • 15 · Other assets

    beginning of year $3,024,729 · end of year $3,627,537

  • 17 · Accounts payable and accrued expenses

    beginning of year $744,784 · end of year $1,086,575

  • 19 · Deferred revenue

    end of year $250,000

  • 21 · Escrow or custodial account liability

    beginning of year $15,763 · end of year $78,359

  • 23 · Secured mortgages and notes payable

    beginning of year $1,176,384 · end of year $1,131,848

  • 25 · Other liabilities

    beginning of year $3,595,405 · end of year $4,217,369

  • 27 · Net assets without donor restrictions

    beginning of year $12,507,189 · end of year $15,598,472

  • 28 · Net assets with donor restrictions

    beginning of year $1,600,068 · end of year $1,720,291

Mission and programs · 2023

Mission

SEE SCHEDULE O.

Activities or mission (Part I)

SEE SCHEDULE O.LEGAL AID'S MISSION IS TO SECURE JUSTICE, EQUITY AND ACCESS TO OPPORTUNITY FOR AND WITH PEOPLE WHO HAVE LOW INCOMES THROUGH PASSIONATE LEGAL REPRESENTATION AND ADVOCACY FOR SYSTEMATIC CHANGE.

  • LEGAL AID PROMOTES ECONOMIC SECURITY AND EDUCATION: INCREASE ACCESS TO QUALITY EDUCATION, INCREASE INCOME AND ASSETS, REDUCE DEBT, AND REDUCE DISPARITIES IN INCOME AND WEALTH. LEGAL AID'S STRATEGIES IN ACHIEVING THIS GOAL INCLUDE: REMOVING EMPLOYMENT BARRIERS, PROVIDING CONSUMER PROTECTION, INCREASING ACCESS TO PUBLIC BENEFITS, AND IMPROVING CLIENTS' ACCESS TO QUALITY EDUCATION. IN 2023, LEGAL AID REMOVED EDUCATION BARRIERS FOR CLIENTS IN 96% OF RELEVANT CASES. WE ALSO REDUCED DEBT, INCREASED INCOME, AND INCREASED ASSETS FOR OUR CLIENTS BY $10.4 MILLION.

    Expenses $5,770,346

  • LEGAL AID IMPROVES SAFETY AND HEALTH: SECURES SAFETY FOR SURVIVORS OF DOMESTIC VIOLENCE AND OTHER CRIMES, INCREASE ACCESS TO HEALTH CARE, IMPROVE HEALTH AND SAFETY OF HOMES, AND MITIGATE THE SOCIAL DETERMINANTS OF HEALTH. LEGAL AID'S STRATEGIES IN ACHIEVING THIS GOAL INCLUDE: SECURING SAFETY FOR DOMESTIC VIOLENCE SURVIVORS AND OTHER VICTIMS OF CRIME; INCREASING ACCESS TO HEALTH CARE; AND IMPROVING HEALTH AND SAFETY OF HOMES AND NEIGHBORHOODS. IN 2023, LEGAL AID INCREASED SAFETY FOR 100% OF CLIENTS FOR WHOM SAFETY WAS AN ISSUE AND EXPANDED OUR MEDICAL LEGAL PARTNERSHIPS WITH LOCAL HEALTH PROVIDERS.

    Expenses $3,988,849

  • LEGAL AID SECURES STABLE AND DECENT HOUSING: INCREASE AVAILABILITY AND ACCESSIBILITY OF AFFORDABLE HOUSING, IMPROVE HOUSING STABILITY, AND IMPROVE HOUSING CONDITIONS. LEGAL AID'S STRATEGIES IN ACHIEVING THIS GOAL INCLUDE INCREASING ACCESS TO RENT ASSISTANCE, IMPROVING HOUSING STABILITY, AND IMPROVING HOUSING CONDITIONS. IN 2023, LEGAL AID PREVENTED 83% OF EVICTIONS/INVOLUNTARY MOVES.

    Expenses $6,248,885 · Revenue $12,410

As filed on the 2023 return.

Listed in Part VII

  • Sonya Shakir

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Joe Rodgers

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Jon Leiken

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Stephen M Fazio

    PRESIDENT EMERITUS

    Total calculated
    $0
    Hours/week
    2

  • Rhonda Wilson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Michael Ungar

    PRESIDENT EMERITUS

    Total calculated
    $0
    Hours/week
    2

  • Nathan Genovese

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Neil Vakharia

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Quo Vadis I Cobb

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Robyn King

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jason Bristol

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Elizabeth Grove

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Robin Turner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Harlin Adelman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Gwendolyn Graffenreed

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Erica Hughes

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Doug Wang

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Dan Urban

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Ted Tywang

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Carolyn Butler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Carole Rendon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Hugh McKay

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jan Roller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Colleen Cotter

    EXECUTIVE DIRECTOR

    Total calculated
    $258,704
    From this org
    $211,829
    From related orgs
    $0
    Other
    $46,875
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $211,705
    Bonus
    $0
    Other
    $124
    Deferred
    $27,522
    Nontaxable benefits
    $19,353
    Filer's total
    $258,704

  • Thomas Mlakar

    DEPUTY DIRECTOR FOR ADVOCA

    Total calculated
    $205,820
    From this org
    $182,005
    From related orgs
    $0
    Other
    $23,815
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,682
    Bonus
    $0
    Other
    $4,323
    Deferred
    $23,099
    Nontaxable benefits
    $716
    Filer's total
    $205,820

  • Tenille Kaus

    DIRECTOR OF DIVERSITY

    Total calculated
    $175,931
    From this org
    $143,735
    From related orgs
    $0
    Other
    $32,196
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $143,603
    Bonus
    $0
    Other
    $132
    Deferred
    $3,657
    Nontaxable benefits
    $28,539
    Filer's total
    $175,931

  • Roslyn Quarto

    DIRECTOR OF STRATEGIC INITIATIVES

    Total calculated
    $184,610
    From this org
    $161,228
    From related orgs
    $0
    Other
    $23,382
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,096
    Bonus
    $0
    Other
    $132
    Deferred
    $4,094
    Nontaxable benefits
    $19,288
    Filer's total
    $184,610

  • Melanie Shakarian

    DIRECTOR OF DEVELOPMENT AN

    Total calculated
    $210,928
    From this org
    $186,521
    From related orgs
    $0
    Other
    $24,407
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,198
    Bonus
    $0
    Other
    $4,323
    Deferred
    $23,686
    Nontaxable benefits
    $721
    Filer's total
    $210,928

  • Tonya Whitsett

    MANAGING ATTORNEY

    Total calculated
    $173,264
    From this org
    $136,355
    From related orgs
    $0
    Other
    $36,909
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,223
    Bonus
    $0
    Other
    $132
    Deferred
    $17,709
    Nontaxable benefits
    $19,200
    Filer's total
    $173,264

  • Anne Sweeney

    MANAGING ATTORNEY

    Total calculated
    $152,972
    From this org
    $135,381
    From related orgs
    $0
    Other
    $17,591
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $131,049
    Bonus
    $0
    Other
    $4,332
    Deferred
    $17,036
    Nontaxable benefits
    $555
    Filer's total
    $152,972

  • Matthew D Vincel

    MANAGING ATTORNEY

    Total calculated
    $154,305
    From this org
    $111,412
    From related orgs
    $0
    Other
    $42,893
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $111,281
    Bonus
    $0
    Other
    $131
    Deferred
    $14,467
    Nontaxable benefits
    $28,426
    Filer's total
    $154,305

  • Katherine Hollingsworth

    MANAGING ATTORNEY

    Total calculated
    $170,642
    From this org
    $126,484
    From related orgs
    $0
    Other
    $44,158
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $126,352
    Bonus
    $0
    Other
    $132
    Deferred
    $15,680
    Nontaxable benefits
    $28,478
    Filer's total
    $170,642

  • Abigail Staudt

    MANAGING ATTORNEY

    Total calculated
    $161,610
    From this org
    $126,075
    From related orgs
    $0
    Other
    $35,535
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $125,942
    Bonus
    $0
    Other
    $133
    Deferred
    $16,372
    Nontaxable benefits
    $19,163
    Filer's total
    $161,610

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 committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 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

No itemized grants to organizations on this return.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • 1223 WEST SIXTH LLC

    RENTAL OF REAL PROPERTY · OH · income $16,200 · assets $3,937,620

Provenance

Return type
form_990
Tax year
2023
Filed
7 November 2024
IRS schema version
2023v5.1
Source object
202413169349301651

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