2025-11-11T16:46:48-06:00 2024-12-31 455310918 FRANK BARCALOW CPA PLLC 1434 DISPATCH STATION ROAD QUINTON VA 23141 990 2024-01-01 541644435 COMMUNITY TAX LAW PROJECT COMM 8043585855 5206 MARKEL ROAD 100-B RICHMOND VA 23230 NANCY ROSSNER EXECUTIVE DIRECTOR 8043585855 2025-11-11 1 0 FRANK BARCALOW P00446788 8045575054 2025-11-11 2024 2025-03-06 01:10:19Z NANCY ROSSNER 5206 MARKEL ROAD 100-B RICHMOND VA 23230 444737 0 X WWW.CTLP.ORG X 1992 VA THE COMMUNITY TAX LAW PROJECT PROVIDES FREE TAX LEGAL ASSISTANCE TO LOW-INCOME VIRGINIA TAXPAYERS. 14 14 5 25 0 0 423394 375670 0 0 39729 16296 0 0 463123 391966 0 0 0 0 293309 308160 0 0 20057 67153 67912 360462 376072 102661 15894 675165 685043 104368 61828 570797 623215 THE COMMUNITY TAX LAW PROJECT PROVIDES FREE TAX LEGAL ASSISTANCE AND CONDUCTS TAX-RELATED FINANCIAL LITERACY PROGRAMS TO LOW-INCOME VIRGINIA TAXPAYERS. 0 0 297535 THE COMMUNITY TAX LAW PROJECT (CTLP) PROVIDES FREE LEGAL REPRESENTATION TO LOW-INCOME VIRGINIA TAXPAYERS IN TAX DISPUTES, EDUCATES TAXPAYERS ABOUT THEIR TAX RIGHTS AND RESPONSIBILITIES, AND ADVOCATES FOR ISSUES THAT AFFECT LOW-INCOME TAXPAYERS. CTLP WORKS TO ENSURE FAIR AND EQUAL TREATMENT OF ALL TAXPAYERS, REGARDLESS OF THEIR ABILITY TO PAY FOR SUCH SERVICES. IN 2024, CTLP ASSISTED APPROXIMATELY 3,131 TAXPAYERS WITH LEGAL REPRESENTATION, ADVICE, AND TAX EDUCATION AND SECURED OVER $577,545 IN REDUCED TAX LIABILITIES AND REFUNDS FOR ITS CLIENTS. EXAMPLES OF TAXPAYERS HELPED BY CTLP INCLUDE PARENTS CLAIMING FAMILY-RELATED TAX CREDITS AND EXEMPTIONS, SURVIVORS OF DOMESTIC VIOLENCE, IDENTITY THEFT VICTIMS, SENIORS, MENTALLY AND PHYSICALLY DISABLED INDIVIDUALS, AND SMALL BUSINESS OWNERS. 297535 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 5 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 VA X THE CORPORATION 8043585855 5206 MARKEL ROAD 100-B RICHMOND VA 23230 BRANDY JF BURNETTESQ BOARD PRESIDENT 2.00 X X 0 0 0 MAURA K WINSTON ESQ BOARD VICE PRESIDENT 2.00 X X 0 0 0 JIM CHINNCPA TREASURER 2.00 X X 0 0 0 MARY SLONINA ESQ SECRETARY 2.00 X X 0 0 0 MELISSA L WILEY ESQ BOARD MEMBER 2.00 X 0 0 0 HILARY LEFKO BOARD MEMBER 2.00 X 0 0 0 HAYES R HOLDERNESSESQ BOARD MEMBER 2.00 X 0 0 0 KEVIN BENDER ESQ BOARD MEMBER 2.00 X 0 0 0 MATTHEW COOPER ESQ IMEDIATE PAST PRESIDENT 2.00 X 0 0 0 LAURA MEIS ESQ BOARD MEMBER 2.00 X 0 0 0 ANNE OLIVER ESQ BOARD MEMBER 2.00 X 0 0 0 KEVIN BLISS BOARD MEMBER 2.00 X 0 0 0 NICHOLAS BAHNSEN ESQ BOARD MEMBER 2.00 X 0 0 0 D SHANE SMITH ESQ BOARD MEMBER 2.00 X 0 0 0 NANCY A ROSSNER ESQ EXECUTIVE DIRECTOR 40.00 X 0 0 0 0 0 0 0 0 0 0 0 200000 175670 375670 14054 14054 55013 52771 2242 2242 2242 391966 2242 0 14054 265309 209594 39796 15919 5775 4562 866 347 16780 13257 2517 1006 20296 16034 3044 1218 150 150 9092 4592 4500 734 367 367 23938 20114 2915 909 21678 18426 3252 4295 3277 727 291 249 249 1049 892 157 2500 2130 370 DUES 1725 1725 COMPUTER EXPENSE 1584 1346 238 BANK CHARGES 653 555 98 WEBSITE 265 265 376072 297535 58480 20057 147662 125475 3767 5117 21743 18562 4231 3181 478096 529407 41409 21863 675165 685043 1214 3167 62500 37500 40654 21161 104368 61828 X 570797 623215 570797 623215 675165 685043 15894 36524 0 X 0 1 X 1 0 X 295664 352327 358117 423394 375670 1805172 295664 352327 358117 423394 375670 1805172 1805172 1657 11911 4422 39729 16296 74015 1879187 0.96060 0.98160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 478086 51321 529407 394527 83559 478086 427481 -32954 394527 370859 56622 427481 388156 8 17305 370859 1.00000 0 0 21743 18562 3181 3181 RIGHT OF USE - LEASE LIABILITY 21161 21161 614198 36524 185708 222232 391966 0 391966 561780 185708 185708 376072 0 376072 PART V LINE 4 THE BOARD HAS SET ASIDE UNRESTRICTED DONATIONS RECEIVED IN 2006 AND 2007 FOR INVESTMENT PURPOSES. THE INVESTMENTS ARE GOVERNED BY AN INTERNAL BOARD RECOMMENDATION THAT LIMITS THE ANNUAL DISTRIBUTION OF THE INCOME AND PRINCIPAL OF THE FUND TO CTLPS ANNUAL OPERATING BUDGET OF 5% OF A TWELVE-QUARTER ROLLING AVERAGE OF THE FAIR MARKET VALUE OF THE FUND, OR FOR EMERGENCIES AS THE EXECUTIVE COMMITTEE AND EXECUTIVE DIRECTOR DEEM APPROPRIATE, OR AS OTHERWISE DETERMINED BY THE BOARD OR EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT (CPA), THEN FULLY REVIEWED BY THE ORGANIZATION'S EXECUTIVE DIRECTOR. A FULL AND COMPLETE COPY OF THE FORM 990 WAS PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING WITH IRS AND AMPLE TIME IS PROVIDED TO ADDRESS ANY QUESTIONS OR COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY. THE EXECUTIVE DIRECTOR AND ALL MEMBERS OF THE BOARD OF DIRECTORS ARE SUBJECT TO THE CONFLICT OF INTEREST POLICY. EACH INDIVIDUAL COMPLETES AN ANNUAL DISCLOSURE FORM REGARDING THE INTERESTS OF THEMSELVES AND THEIR FAMILY MEMBERS THAT COULD GIVE RISE TO A CONFLICT OF INTEREST. ANY POTENTIAL CONFLICTS ARE REVIEWED BY THE EXECUTIVE DIRECTOR AND BOARD PRESIDENT. IF ANY ACTUAL CONFLICT OF INTEREST WERE TO EXIST, THE CONFLICTED INDIVIDUAL WOULD RECUSE HIMSELF OR HERSELF FROM ALL DELIBERATIONS AND DECISIONS PERTAINING TO THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS (COMPRISED SOLELY OF INDEPENDENT PERSONS) APPROVED THE REASONABLE COMPENSATION OF THE EXECUTIVE DIRECTOR OF THE ORGANIZATION AFTER REVIEWING COMPARABLE MARKET DATA AND DOCUMENTING THE SURROUNDING DISCUSSION IN CONTEMPORANEOUS MINUTES. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST.