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Nonprofiteer
← VETERANS CONSORTIUM PRO BONO PROGRAM

Form 990 for tax year 2022

Filed by VETERANS CONSORTIUM PRO BONO PROGRAM.

Totals

Total revenue
$3,717,044
Total expenses
$3,694,892
Contributions and grants received
$3,255,822
Grants paid
$0
Program service revenue
$436,737
Investment income
$24,485
Other revenue
$0
Total assets, end of year
$2,482,220
Total liabilities, end of year
$1,707,793
Net assets or fund balances, end of year
$774,427
Program services expenses (Part IX)
$3,656,779
Management and general expenses
$0
Fundraising expenses
$38,113
Program service expenses (Part III)
$3,656,779

Program services were 99.0% 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)

    $2,820,212

  • 1f · All other contributions, gifts and grants

    $435,610

  • 2a · Program service revenue: EQUAL JUSTICE WORKS FELLOWSHIP

    total $75,000 · related or exempt $75,000

  • 2b · Program service revenue: DISCHARGE UPGRADE PROGRAM

    total $361,737 · related or exempt $361,737

  • 3 · Investment income

    total $24,485 · excluded $24,485

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $208,352 · program services $208,352

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $1,867,001 · program services $1,867,001

  • 8 · Pension plan contributions

    total $106,981 · program services $106,981

  • 9 · Other employee benefits

    total $174,447 · program services $174,447

  • 10 · Payroll taxes

    total $162,643 · program services $162,643

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $2,796 · program services $2,796

  • 11c · Fees: accounting

    total $52,327 · program services $52,327

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $358,219 · program services $358,219

  • 12 · Advertising and promotion

    total $24,981 · program services $24,981

  • 13 · Office expenses

    total $267,492 · program services $229,379 · fundraising $38,113

  • 14 · Information technology

    total $124,866 · program services $124,866

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $224,511 · program services $224,511

  • 17 · Travel

    total $75,396 · program services $75,396

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $17,544 · program services $17,544

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $27,336 · program services $27,336

  • 23 · Insurance

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $241,474 · end of year $456,933

  • 2 · Savings and temporary cash investments

    beginning of year $1,889,629 · end of year $1,916,650

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $42,938 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,143 · end of year $39,141

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $54,000 · end of year $69,496

  • 17 · Accounts payable and accrued expenses

    beginning of year $173,579 · end of year $251,724

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $1,292,914 · end of year $1,456,069

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $12,416 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $752,275 · end of year $774,427

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2022

Mission

TO PROVIDE FREE LEGAL ASSISTANCE TO APPELLANTS BEFORE THE U.S. COURT OF APPEALS FOR VETERANS' CLAIMS AND PROVIDE TRAINING AND MENTORING ON VETERANS LAW TO VOLUNTEER ATTORNEYS WHO PROVIDE THIS REPRESENTATION.

Activities or mission (Part I)

To provide assistance to unrepresented veterans or their family members who have filed appeals at the U.S. Court of Appeals for Veterans Claims (See Schedule O)

  • CASE EVALUATION & PLACEMENT & ADMINISTRATION -- EVALUATE CASES OF PRO SE APPELLANTS BEFORE THE U.S. COURT OF APPEALS FOR VETERANS CLAIMS AND POTENTIAL DISCHARGE UPGRADE CASES FOR SUBMISSION TO RESPECTIVE DISCHARGE REVIEW AND CORRECTION OF RECORDS BOARDS FOR MERIT AND PLACE CASES WITH PROGRAM-TRAINED, VOLUNTEER ATTORNEYS. DURING THE YEAR, Discharge Upgrade Program received 2009 requests for assistance and were provided either assistance or information; CAVC program sent information to 1896 potential clients. PROGRAM MATERIALS SUCH AS THE "YOUR APPEAL FOR VETERANS BENEFITS" PAMPHLET, ANNUAL REPORTS, AND OTHER ITEMS WERE PRODUCED AND DISTRIBUTED BY THIS COMPONENT OF THE PROGRAM. THIS COMPONENT INCLUDES SEVERAL SUB-FUNCTIONS (E.G., CASE SCREENING, PLACEMENT, OUTREACH TO VETERANS/DEPENDENTS/SURVIVORS, COLLABORATION WITH LAW SCHOOL CLINICAL PROGRAMS, ADDITIONAL PROGRAM SERVICES, ETC.).

    Expenses $3,009,323

  • OUTREACH & EDUCATION -- RECRUIT, TRAIN, AND SUPPORT PRO BONO VOLUNTEERS AND RELATED PERSONNEL REGARDING THE SUBJECT MATTER AND PRACTICE OF VETERANS LAW AND DISCHARGE UPGRADE TRAINING. DURING THE YEAR, TVC trained 342 volunteer attorneys for CAVC cases and 417 for Discharge Upgrade cases.

    Expenses $293,344 · Revenue $361,737

  • DIRECT REPRESENTATION -- REPRESENT APPELLANTS BEFORE THE U.S. COURT OF APPEALS FOR VETERANS CLAIMS AND VARIOUS DISCHARGE REVIEW BOARDS WHEN APPEALS GENERALLY PRESENT COMPLEX LEGAL ISSUES OR APPEAR AS A SUBSTITUTE COUNSEL WHEN THE VOLUNTEER LAWYER UNEXPECTEDLY IS UNABLE TO CONTINUE PROVIDING REPRESENTATION. DURING THE YEAR The CAVC Practice Group provided direct representation to 15 clients; The DU team provided direct representation to 32 clients.

    Expenses $354,112 · Revenue $75,000

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

Listed in Part VII

  • STEPHEN W JORDON

    EXECUTIVE DIRECTOR

    Total calculated
    $208,352
    From this org
    $190,164
    From related orgs
    $0
    Other
    $18,188
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $190,164
    Bonus
    $0
    Other
    $0
    Deferred
    $14,444
    Nontaxable benefits
    $3,744
    Filer's total
    $208,352

  • COURTNEY SMITH

    DIR, VOLUNTEER OUTREACH &

    Total calculated
    $160,168
    From this org
    $145,992
    From related orgs
    $0
    Other
    $14,176
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $145,992
    Bonus
    $0
    Other
    $0
    Deferred
    $10,976
    Nontaxable benefits
    $3,200
    Filer's total
    $160,168

  • JAMES CARLSEN

    DIRECTOR, Business operations

    Total calculated
    $139,240
    From this org
    $124,974
    From related orgs
    $0
    Other
    $14,266
    Hours/week
    40

  • Samantha Higgs

    Deputy Director, Case Evaluati

    Total calculated
    $132,255
    From this org
    $111,058
    From related orgs
    $0
    Other
    $21,197
    Hours/week
    40

  • CLAUDIA DALeY

    DIR. OF COMMUNIC. & DEVELOP.

    Total calculated
    $117,872
    From this org
    $106,429
    From related orgs
    $0
    Other
    $11,443
    Hours/week
    40

  • WILLIAM S FOSTER JR ESQ

    CHAIR/Director

    Total calculated
    $0
    Hours/week
    1

  • LEONARD J SELFON ESQ

    SECRETARY/Director

    Total calculated
    $0
    Hours/week
    1

  • ROY E SPICER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANIELA SZYMANSKI Esq

    VICE CHAIR/DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN MUCKELBAUER Esq

    Director

    Total calculated
    $0
    Hours/week
    1

  • LANITA MORGAN Esq

    Director

    Total calculated
    $0
    Hours/week
    1

  • LEE GARDNER Esq

    Director

    Total calculated
    $0
    Hours/week
    1

  • RICK SPATARO Esq

    Director

    Total calculated
    $0
    Hours/week
    1

  • MARIO MARQUEZ

    Director

    Total calculated
    $0
    Hours/week
    1

  • KARI JOLLY

    TREASURER/Director

    Total calculated
    $0
    Hours/week
    1

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 · Form 990 of other organizations
  • 3 · Compensation survey or study

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.

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2023
IRS schema version
2022v5.0
Source object
202323009349301542

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