2024-06-25T08:31:18-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2023-01-01 591156260 COMMUNITY LEGAL SERVICES OF MID-FLORIDA INC COMM 4078417777 122 E COLONIAL DR 200 ORLANDO FL 32801 JEFFREY D HARVEY ESQ CHIEF EXECUTIVE OFFICER 4078417777 2024-06-24 1 JEFFREY HARVEY ESQ 999009999 0 AMY CHAPMAN P00843460 4078021200 2024-06-20 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z JEFFREY D HARVEY ESQ 122 E COLONIAL DR 200 ORLANDO FL 32801 18462597 0 X WWW.CLSMF.ORG X 1966 FL TO PROVIDE NO-COST LEGAL SERVICES TO THE MOST VULNERABLE IN CENTRAL FLORIDA, HELPING THEM PROTECT THEIR FAMILIES, HEALTH AND LIVELIHOOD. 14 14 147 1300 0 0 12115950 15969373 16758 2500 71639 566502 6480 7485 12210827 16545860 0 0 0 0 9315043 10537572 0 0 407764 2955563 3335098 12270606 13872670 -59779 2673190 10215374 15590241 3142115 5507652 7073259 10082589 PROVIDES NO-COST LEGAL SERVICES TO THE MOST VULNERABLE IN CENTRAL FLORIDA, HELPING THEM PROTECT THEIR FAMILIES, HEALTH, AND LIVELIHOOD. 0 0 10454225 2500 COMMUNITY LEGAL SERVICES IS A FULL SERVICE CIVIL LEGAL AID LAW FIRM THAT PROMOTES LEGAL AID FOR ALL. APPROXIMATELY 92% OF LOW-INCOME AMERICANS' DO NOT RECEIVE ENOUGH OR ANY LEGAL ASSISTANCE FOR A CIVIL LEGAL ASSISTANCE (SEE LSC 2022 JUSTICE GAP REPORT). NEARLY ONE MILLION PEOPLE IN CENTRAL FLORIDA QUALIFY FOR OUR SERVICES. OUR LAWYERS AND ADVOCATES PROVIDE NO-COST LEGAL AID, HELPING APPROXIMATELY 10,000 INDIVIDUALS AND THEIR FAMILIES IN CENTRAL FLORIDA EACH YEAR. WE HELP VULNERABLE AND LOW INCOME PEOPLE RESOLVE CIVIL LEGAL MATTERS THAT MAKE A DIFFERENCE IN THEIR EVERYDAY LIVES, INCLUDING PROTECTING THEIR FAMILIES, HEALTH AND LIVELIHOOD. 10454225 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 40 0 1 147 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X THERESA KOZUB CHIEF FINANCIAL OFFICER 4079367689 122 E COLONIAL DR 200 ORLANDO FL 32801 KEVIN ROSS-ANDINO PRESIDENT/ CHAIR 5.00 X X 0 0 0 SHERRI AKIN VICE PRESIDENT 1.00 X X 0 0 0 JOHN BARTLEY TREASURER 1.00 X X 0 0 0 SCOTT OWENS SECRETARY 1.00 X X 0 0 0 MELISSA MILLER DIRECTOR 1.00 X 0 0 0 SAKEENA NIX DIRECTOR 1.00 X 0 0 0 TARNECIA O'BERRY DIRECTOR 1.00 X 0 0 0 CARRIE RENTZ DIRECTOR 1.00 X 0 0 0 WYNN VICKERS DIRECTOR 1.00 X 0 0 0 JAMES ARGENTO DIRECTOR 1.00 X 0 0 0 CASSANDRA BROWN DIRECTOR 1.00 X 0 0 0 JOE COLOMBO DIRECTOR 1.00 X 0 0 0 CYNTHIA HAMILTON-SMITH DIRECTOR 1.00 X 0 0 0 JOSEPH MASON DIRECTOR 1.00 X 0 0 0 BRUCE BROWN DIRECTOR 1.00 X 0 0 0 JEFFREY HARVEY CHIEF EXECUTIVE OFFICER 40.00 X 182545 0 15702 THERESA KOZUB CHIEF FINANCIAL OFFICER 40.00 X 129994 0 18749 DANIELLE HARRIS CHIEF PROGRAM OFFICER 40.00 X 134290 0 24850 NADIA SOULOUQUE CHIEF HUMAN RESOURCES OFFICER 40.00 X 137745 0 23378 584574 0 82679 4 0 1 0 CMG ORLANDO TV PO BOX 809615 CHICAGO IL 606809615 ADVERTISING 250600 CHARTER TECH SERVICES 302 WASHINGTON ST SAN DIEGO CA 92103 IT SERVICES AND CONSULTING 205498 2 10454560 5514813 15969373 ATTORNEY FEES 541100 2500 2500 2500 58823 58823 7485 0 7485 7485 7485 1744416 680000 1738575 178162 5841 501838 507679 507679 16545860 2500 0 573987 346990 19825 277603 49562 7773619 6137547 1449775 186297 261125 209754 45727 5644 1561735 1202604 315429 43702 594103 452277 124786 17040 35681 35681 70088 70088 14999 14999 426940 321784 90260 14896 201569 151922 42614 7033 678856 527214 130253 21389 201737 152094 42608 7035 20929 20929 158997 119826 33629 5542 231825 174775 48967 8083 CONTRACT SERVICES 972667 764784 177750 30133 DUES AND FEES 122625 51097 69163 2365 TRAINING 49571 37372 10470 1729 148614 131350 9950 7314 13872670 10454225 3010681 407764 2654401 6427493 1785476 1808845 1241227 829299 19108 11219 188797 369892 5797193 2394335 3645573 3402858 2040173 680792 700462 10215374 15590241 645668 674136 1087258 3437620 4557 4149 646664 621430 757968 770317 3142115 5507652 X 6483885 9543406 589374 539183 7073259 10082589 10215374 15590241 2673190 336140 0 X X 0 1 X 1 1 1 X 10283665 11698301 10822621 12115950 15969373 60889910 10283665 11698301 10822621 12115950 15969373 60889910 60889910 66763 154612 213480 81323 66308 582486 61472396 89432 0.99050 0.99020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 857594 857594 4354060 1822496 2531564 585539 571839 13700 3402858 RENT DEPOSITS 600 OPERATING LEASE OBLIGATION 688915 FINANCE LEASE OBLIGATION 80802 770317 X 17870071 336140 1003070 1339210 16530861 14999 14999 16545860 14860741 1003070 1003070 13857671 14999 14999 13872670 PART IV, LINE 2B: CLIENT TRUST FUNDS ARE HELD ON BEHALF OF THE CLIENTS. PART X, LINE 2: THE ORGANIZATION FOLLOWS THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THIS GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS. THE IMPLEMENTATION OF THIS STANDARD HAS NO IMPACT ON THE ORGANIZATION'S FINANCIALS STATEMENTS. 1 X X 0 0 0 0 0 0 0 0 0 JEFFREY HARVEY CHIEF EXECUTIVE OFFICER 181345 0 0 0 1200 0 9170 0 6532 0 198247 0 0 0 NADIA SOULOUQUE CHIEF HUMAN RESOURCES OFFICER 135790 0 1955 0 0 0 4263 0 19115 0 161123 0 0 0 DANIELLE HARRIS CHIEF PROGRAM OFFICER 133615 0 675 0 0 0 6745 0 18105 0 159140 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE OF THE BOARD CONSISTS OF THE PRESIDENT, VICE PRESIDENT, SECRETARY, TREASURER, THE IMMEDIATE PAST-PRESIDENT, AND UP TO TWO (2) ADDITIONAL DIRECTORS WHO ARE SELECTED BY THE PRESIDENT AND WHO CONSENT TO SERVE ON THIS COMMITTEE. THE EXECUTIVE COMMITTEE IS AUTHORIZED TO ACT ON BEHALF OF THE FULL BOARD AS TO ALL MATTERS SPECIFICALLY DELEGATED TO IT BY A VOTE OF A MAJORITY OF THE DIRECTORS PRESENT AT A MEETING. THE EXECUTIVE COMMITTEE IS ALSO AUTHORIZED TO ACT ON BEHALF OF THE BOARD AS TO THOSE MATTERS REQUIRING PROMPT BOARD ACTION WHERE IT WOULD BE IMPRACTICABLE TO TIMELY CONVENE A FULL BOARD MEETING, PROVIDED THAT ALL SUCH EXECUTIVE COMMITTEE ACTION SHALL BE REPORTED TO THE FULL BOARD AT THE NEXT SCHEDULED BOARD MEETING. THE EXECUTIVE COMMITTEE SHALL ALSO HAVE THE ADDITIONAL DUTIES AND RESPONSIBILITIES AS MAY BE DESCRIBED IN A SEPARATE DOCUMENT APPROVED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B AFTER REVIEW BY THE CFO, THE 990 IS SUBMITTED TO THE CEO AND BOARD TREASURER FOR COMMENT AND APPROVAL. THE 990 IS THEN SENT TO ALL BOARD MEMBERS FOR ADDITIONAL REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS PART OF THE BOARD POLICY MANUAL. EACH BOARD MEMBER AND OFFICER IS EXPECTED TO EXERCISE GOOD JUDGMENT IN DETERMINING WHETHER A CONFLICT OR THE APPEARANCE OF A CONFLICT EXISTS. THE BOARD FOLLOWS THE AMERICAN BAR ASSOCIATION FORMAL OPINION 345 WHICH IS PART OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. THE DIRECTOR OF EXECUTIVE SERVICES OVERSEES AND ENSURES THAT THE BOARD MEMBERS SIGNS THE CONFLICT OF INTEREST DOCUMENT WHILE THE CHIEF PROGRAM OFFICER OVERSEES THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 15A. CHIEF EXECUTIVE OFFICER IS EVALUATED ANNUALLY BY THE BOARD. THE FULL BOARD APPROVES ALL SALARY INCREASES FOR THE CEO. THIS PROCESS RECENTLY TOOK PLACE IN 2023. 15B. KEY EMPLOYEES ARE REVIEWED BY THE CEO AND APPROVED IN THE BUDGET PROCESS BY THE FINANCE COMMITTEE. THIS PROCESS RECENTLY TOOK PLACE IN 2023. THE ORGANIZATION USES MARKET REPORTS, MOSTLY FROM PAYSCALE, TO EVALUATE THE COMPENSATION OF ITS OFFICERS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAINTAINS ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ON A SHARED DRIVE AND THEY ARE ALSO AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2B THE PROCESS FOR THE OVERSIGHT OF THE AUDIT AND SELECTION AND SUPERVISION OF THE ORGANIZATION'S INDEPENDENT AUDITOR HAS REMAINED CONSISTENT WITH THE PRIOR YEAR.