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Nonprofiteer
← BAY AREA LEGAL SERVICES INC

Form 990 for tax year 2022

Filed by BAY AREA LEGAL SERVICES INC.

Totals

Total revenue
$12,511,833
Total expenses
$13,357,605
Contributions and grants received
$12,498,640
Grants paid
$375,914
Program service revenue
$0
Investment income
$7,834
Other revenue
$5,359
Total assets, end of year
$12,705,960
Total liabilities, end of year
$6,947,143
Net assets or fund balances, end of year
$5,758,817
Program services expenses (Part IX)
$12,068,056
Management and general expenses
$992,929
Fundraising expenses
$296,620
Program service expenses (Part III)
$12,068,056

Program services were 90.3% 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

    $454,769

  • 1c · Fundraising events

    $6,382

  • 1e · Government grants (contributions)

    $10,392,820

  • 1f · All other contributions, gifts and grants

    $1,644,669

  • 1g · Noncash contributions included above

    $7,392

  • 3 · Investment income

    total $7,834 · unrelated business $0 · excluded $7,834

  • 8a · Fundraising events: gross income

    $14,612

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

    $6,382

  • 8b · Fundraising events: direct expenses

    $10,642

  • 8c · Net income from fundraising events

    total $3,970 · unrelated business $0 · excluded $3,970

  • 11a · Other revenue: Other Income

    total $1,389 · related or exempt $1,389 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $1,389

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $375,914 · program services $375,914

  • 5 · Compensation of officers, directors and key employees

    total $703,811 · program services $331,399 · management and general $372,412 · fundraising $0

  • 7 · Other salaries and wages

    total $8,234,781 · program services $7,693,575 · management and general $350,321 · fundraising $190,885

  • 8 · Pension plan contributions

    total $301,189 · program services $268,347 · management and general $26,549 · fundraising $6,293

  • 9 · Other employee benefits

    total $942,029 · program services $842,742 · management and general $61,263 · fundraising $38,024

  • 10 · Payroll taxes

    total $654,913 · program services $585,021 · management and general $55,289 · fundraising $14,603

  • 11c · Fees: accounting

    total $31,000 · program services $0 · management and general $31,000 · fundraising $0

  • 11g · Fees: other

    total $139,798 · program services $138,423 · management and general $400 · fundraising $975

  • 13 · Office expenses

    total $244,783 · program services $240,937 · management and general $2,553 · fundraising $1,293

  • 14 · Information technology

    total $137,725 · program services $121,181 · management and general $9,353 · fundraising $7,191

  • 16 · Occupancy

    total $1,194,631 · program services $1,103,009 · management and general $81,593 · fundraising $10,029

  • 17 · Travel

    total $41,189 · program services $41,072 · management and general $43 · fundraising $74

  • 19 · Conferences, conventions and meetings

    total $41,587 · program services $40,397 · management and general $1,190 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $12,580 · program services $12,580 · management and general $0 · fundraising $0

  • 24a · Other expenses: Repair and Maint.

    total $9,593 · program services $9,593 · management and general $0 · fundraising $0

  • 24b · Other expenses: Other

    total $173,974 · program services $147,898 · management and general $963 · fundraising $25,113

  • 24c · Other expenses: Library expense

    total $46,049 · program services $43,909 · management and general $0 · fundraising $2,140

  • 24d · Other expenses: Hiring costs

    total $72,059 · program services $72,059 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $439,786 · end of year $193,578

  • 2 · Savings and temporary cash investments

    beginning of year $2,700,153 · end of year $2,684,128

  • 3 · Pledges and grants receivable

    beginning of year $1,487,315 · end of year $1,449,145

  • 9 · Prepaid expenses and deferred charges

    beginning of year $165,192 · end of year $181,859

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

    $544,427

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

    $366,881

  • 10c · Land, buildings and equipment, net

    beginning of year $245,999 · end of year $177,546

  • 12 · Investments: other securities

    beginning of year $3,236,390 · end of year $2,881,006

  • 15 · Other assets

    beginning of year $6,349 · end of year $5,138,698

  • 17 · Accounts payable and accrued expenses

    beginning of year $779,953 · end of year $860,957

  • 19 · Deferred revenue

    beginning of year $466,171 · end of year $833,711

  • 21 · Escrow or custodial account liability

    beginning of year $6,349 · end of year $7,506

  • 24 · Unsecured notes and loans payable

    beginning of year $58,532

  • 25 · Other liabilities

    end of year $5,244,969

  • 27 · Net assets without donor restrictions

    beginning of year $6,284,205 · end of year $5,126,194

  • 28 · Net assets with donor restrictions

    beginning of year $685,974 · end of year $632,623

Mission and programs · 2022

Mission

Bay Area Legal Services is a regional, non-profit public interest law firm providing the highest quality legal counsel by assisting individuals and non-profit groups with limited access to legal services, resolving the legal problems of our clients, and preserving the independence, hope, and dignity of those we serve.

  • BALS strives to provide a safe, stable, and secure environment to low-income and vulnerable clients by proactively responding to community needs as they arise including: - Survivors of domestic violence and human trafficking seeking independence and safety from their abusers. - People with housing insecurities, preventing unlawful foreclosure and eviction for low-income families. - Seniors 60+, preserving their housing, fighting exploitation and abuse, and more. - Veterans seeking access to hard-earned health benefits and other promised resources. - Disaster victims, assisting with insurance denials, contractor issues, consumer and debt problems, and more. - Children and teens in foster care, advocating for their rights and safety. - People with limited means needing assistance to resolve taxpayer disputes and claims. - Small businesses and other charities, promoting informed entrepreneurship in low-income communities.

    Expenses $12,068,056 · Grants $375,914

As filed on the 2022 return.

Listed in Part VII

  • Richard Woltmann

    President and CEO

    Total calculated
    $229,974
    From this org
    $205,905
    From related orgs
    $0
    Other
    $24,069
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $205,905
    Bonus
    $0
    Other
    $0
    Deferred
    $8,633
    Nontaxable benefits
    $15,436
    Filer's total
    $229,974

  • Joan Boles

    Deputy Director

    Total calculated
    $160,841
    From this org
    $145,866
    From related orgs
    $0
    Other
    $14,975
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $145,866
    Bonus
    $0
    Other
    $0
    Deferred
    $5,999
    Nontaxable benefits
    $8,976
    Filer's total
    $160,841

  • JP LaCasse

    COO

    Total calculated
    $140,995
    From this org
    $134,404
    From related orgs
    $0
    Other
    $6,591
    Hours/week
    37.5

  • Lisa Brody

    Assistant Deputy Director

    Total calculated
    $135,812
    From this org
    $119,780
    From related orgs
    $0
    Other
    $16,032
    Hours/week
    37.5

  • Lynn Abbott

    CFO

    Total calculated
    $110,534
    From this org
    $97,856
    From related orgs
    $0
    Other
    $12,678
    Hours/week
    37.5

  • Andrew O'Malley Esq

    Chairperson

    Total calculated
    $0
    Hours/week
    2

  • Tori Simmons Esq

    Chairperson-Elect

    Total calculated
    $0
    Hours/week
    2

  • Vivian Cortes Hodz Esq

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Sarah Lahlou-Amine Esq

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Yohance Pettis Esq

    Director

    Total calculated
    $0
    Hours/week
    2

  • Cynthia Davis-Gryce

    Director

    Total calculated
    $0
    Hours/week
    2

  • Yolanda V Lee

    Director

    Total calculated
    $0
    Hours/week
    2

  • Adriana Huapilla

    Director

    Total calculated
    $0
    Hours/week
    2

  • Valorie Hoppenworth

    Director

    Total calculated
    $0
    Hours/week
    2

  • Michael Bedke Esq

    Director

    Total calculated
    $0
    Hours/week
    2

  • Barbara Williams

    Director

    Total calculated
    $0
    Hours/week
    2

  • Paul Martinez

    Director

    Total calculated
    $0
    Hours/week
    2

  • David T Knight Esq

    Director

    Total calculated
    $0
    Hours/week
    2

  • Rebecca C Bell

    Director

    Total calculated
    $0
    Hours/week
    2

  • Jeff Cox Esq

    Director

    Total calculated
    $0
    Hours/week
    2

  • Ella A Shenhav Esq

    Director

    Total calculated
    $0
    Hours/week
    2

  • Victor Van Pelt

    Director

    Total calculated
    $0
    Hours/week
    2

  • Caroleen B Brej Esq

    Director

    Total calculated
    $0
    Hours/week
    2

  • Jim Thaler Esq

    Director

    Total calculated
    $0
    Hours/week
    2

  • Alex Sarsfield Esq

    Director

    Total calculated
    $0
    Hours/week
    2

  • Linda Anderson Stanley Esq

    Director

    Total calculated
    $0
    Hours/week
    2

  • Mary E Haberland

    Attorney-Team Leader

    Total calculated
    $134,648
    From this org
    $120,775
    From related orgs
    $0
    Other
    $13,873
    Hours/week
    37.5

  • James W Hengelbrok Jr

    Attorney-Team Leader

    Total calculated
    $132,839
    From this org
    $119,004
    From related orgs
    $0
    Other
    $13,835
    Hours/week
    37.5

  • Carol S Moody

    Attorney-Team Leader

    Total calculated
    $123,259
    From this org
    $117,662
    From related orgs
    $0
    Other
    $5,597
    Hours/week
    37.5

  • Clarence Martin Lawyer III

    Attorney

    Total calculated
    $122,728
    From this org
    $117,098
    From related orgs
    $0
    Other
    $5,630
    Hours/week
    37.5

  • Gale Pinkston

    Managing Team Leader

    Total calculated
    $130,624
    From this org
    $106,296
    From related orgs
    $0
    Other
    $24,328
    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 · 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

Provenance

Return type
form_990
Tax year
2022
Filed
7 August 2023
IRS schema version
2022v5.0
Source object
202322229349301202

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