2025-09-12T19:39:16-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 4747 EXECUTIVE DR SUITE 1300 SAN DIEGO CA 92121 990 2024-01-01 952788316 APPELLATE DEFENDERS INC APPE 6196960284 555 WEST BEECH STREET 300 SAN DIEGO CA 92101 LYNELLE HEE EXECUTIVE DIRECTOR 6196960284 2025-09-12 1 1 JANE COLEMAN P01391236 8586271400 2024 2025-03-06 01:10:19Z LYNELLE HEE 555 WEST BEECH STREET 300 SAN DIEGO CA 92101 5515959 0 X WWW.ADI-SANDIEGO.COM X 1972 CA TO PROVIDE LEGAL SERVICES TO QUALIFIED LITIGANTS. 7 7 39 8 0 0 4905959 4905959 336524 387345 47326 72655 0 0 5289809 5365959 0 0 0 0 3894971 3999591 0 0 0 1249067 1108842 5144038 5108433 145771 257526 6670857 6524246 4034506 3553786 2636351 2970460 APPELLATE DEFENDERS, INC. IS A NON-PROFIT LAW FIRM WHICH ADMINISTERS THE APPOINTED COUNSEL SYSTEM FOR THE CALIFORNIA COURT OF APPEAL, FOURTH APPELLATE DISTRICT, IN CALIFORNIA. THE OFFICE OPERATES UNDER A CONTRACT WITH THE CALIFORNIA ADMINISTRATIVE OFFICE OF THE COURTS. 0 0 4268591 387345 THE CENTRAL GOALS OF THE OFFICE ARE TO IMPROVE THE QUALITY OF INDIGENT REPRESENTATION ON APPEAL AND TO ASSIST THE COURT OF APPEAL, FOURTH APPELLATE DISTRICT, IN ADMINISTERING CRIMINAL AND JUVENILE DELINQUENCY APPEALS BY INDIGENTS AND CIVIL APPEALS BY INDIGENTS IN CERTAIN AREAS. 4268591 1 1 0 0 0 0 0 0 0 0 1 0 0 1 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 7 0 1 39 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X AMY SPINTMAN 6196960284 555 WEST BEECH STREET 300 SAN DIEGO CA 92101 HEE LYNELLE EXECUTIVE DIRECTOR 40.00 X 165144 0 39139 ROSE LESLIE STAFF ATTORNEY 40.00 X 140642 0 24617 FABIAN LINDA STAFF ATTORNEY 40.00 X 126505 0 34291 MISHKIN CINDI ASSISTANT DIRECTOR 40.00 X 130866 0 28376 COHEN HOWARD STAFF ATTORNEY 40.00 X 139856 0 11798 FURNESS LAURA STAFF ATTORNEY 40.00 X 124397 0 22305 LOPEZ ZANDRA BOARD MEMBER 1.00 X 0 0 0 RAGHUPATHI HARINI BOARD MEMBER 1.00 X 0 0 0 THYFAULT ROBERTA BOARD MEMBER 1.00 X 0 0 0 CHAVEZ JAMES BOARD MEMBER/PRES 1.00 X X 0 0 0 STEVEN CARROL BOARD MEMBER/PRES(THRU 2/24) 1.00 X X 0 0 0 FULLER VICTORIA BOARD MEMBER/VP 1.00 X X 0 0 0 KELLER LINDA BOARD MEMBER/SEC 1.00 X X 0 0 0 KOSMO JR FREDERICK BOARD MEMBER/TREAS 1.00 X X 0 0 0 827410 0 160526 15 0 1 0 0 4905959 4905959 LEGAL SERVICES 541100 379503 379503 REFUND AND REIMBURSEME 541100 7842 7842 387345 72655 72655 150000 150000 0 0 5365959 387345 0 72655 204283 180460 23823 3100337 2738763 361574 154436 128373 26063 302200 251024 51176 238335 199010 39325 8960 8960 38750 38750 63708 63708 154000 118417 35583 181422 121427 59995 455076 379988 75088 2033 2033 9349 9349 34769 34769 56325 47031 9294 AUTOMATED LEGAL RESEARC 41834 41834 LIBRARY MATERIALS & MAI 25352 25352 BAR DUES 13188 13188 TRANSPORTATION SUBSIDIE 9617 9617 14459 12074 2385 5108433 4268591 839842 0 548389 911807 36127 27998 1478445 1382854 176161 94949 783770 659544 131745 124226 1299563 1425738 3000427 2556674 6670857 6524246 858977 808354 3175529 2745432 4034506 3553786 X 2636351 2970460 2636351 2970460 6670857 6524246 257526 76583 0 X 0 1 X 1 0 X 4468801 4468801 4687380 4905959 4905959 23436900 4468801 4468801 4687380 4905959 4905959 23436900 23436900 24985 28276 34217 48138 72655 208271 23645171 1239956 0.99120 0.99260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25279 25279 0 744186 619960 124226 14305 14305 0 124226 RIGHT OF USE ASSET 2556674 2556674 LEASE LIABILITY 2745432 2745432 X 5442542 76583 76583 5365959 0 5365959 5108433 0 5108433 0 5108433 PART X, LINE 2: APPELLATE DEFENDERS, INC. (ADI) IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. ADI HAD NO UNCERTAIN TAX POSITIONS NOR ANY UNRECOGNIZED TAX BENEFITS OR LIABILITIES AS OF DECEMBER 31, 2024 OR 2023. X X 0 0 0 0 0 0 0 0 0 HEE LYNELLE EXECUTIVE DIRECTOR 165144 0 0 0 0 0 12009 0 27130 0 204283 0 0 0 ROSE LESLIE STAFF ATTORNEY 140642 0 0 0 0 0 9900 0 14717 0 165259 0 0 0 FABIAN LINDA STAFF ATTORNEY 126505 0 0 0 0 0 9464 0 24827 0 160796 0 0 0 MISHKIN CINDI ASSISTANT DIRECTOR 130866 0 0 0 0 0 10051 0 18325 0 159242 0 0 0 COHEN HOWARD STAFF ATTORNEY 139856 0 0 0 0 0 10031 0 1767 0 151654 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT AND THE TAX PREPARER COMPLETE THE FORM 990. AFTER MANAGEMENT'S APPROVAL OF THE FORM 990, THE AUDIT COMMITTEE REVIEWS THE RETURN THEN APPROVES FOR SUBMISSION TO THE IRS. EACH MEMBER OF THE BOARD OF DIRECTORS IS PROVIDED A COPY OF THE FORM 990 PRIOR TO FILING THE RETURN WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED AND DETERMINED AT THE EMPLOYEES AND BOARD MEMBERS LEVEL. ALL EMPLOYEES AND BOARD MEMBERS COMPLETE CONFLICT OF INTEREST DISCLOSURE FORMS ANNUALLY. THE EXECUTIVE DIRECTOR REVIEWS COMPLETED FORMS. IF A CONFLICT EXISTS RELATIVE TO A TRANSACTION, THE BOARD MEMBER WITH A CONFLICT CANNOT VOTE. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION OF THE EXECUTIVE DIRECTOR IS REVIEWED BY THE BOARD OF DIRECTORS, BASED ON COMPENSATION OF EXECUTIVE DIRECTORS OF OTHER APPELLATE PROJECTS IN STATE. OTHER OFFICERS ARE NOT COMPENSATED AND THE ORGANIZATION HAS NO KEY EMPLOYEES. THIS PROCESS WAS LAST DONE MARCH 2022. IN ADDITION, COST OF LIVING INCREASES WHICH ARE APPROVED BY THE BOARD OF DIRECTORS, ARE PROVIDED ANNUALLY TO ALL EMPLOYEES, INCLUDING THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, FUNDRAISING EXPENSE: PLEASE BE ADVISED THAT THIS ORGANIZATION IS PREDOMINANTLY FUNDED BY GOVERNMENTAL UNITS. THIS ORGANIZATION DOES NOT INCUR FUNDRAISING EXPENSE.