2026-08-13T10:52:17-04:00 2025-09-30 030280081 JMM & ASSOCIATES PC 463 MOUNTAIN VIEW DR STE 403 COLCHESTER VT 05446 990 2024-10-01 030219366 VERMONT LEGAL AID INC VERM 8008892047 264 NORTH WINOOSKI AVENUE BURLINGTON VT 05401 ALISTAIR DEAKIN EXECUTIVE DIRECTOR 8028635620 2026-08-13 true true RANDALL L SARGENT CPA P00136499 8026555665 2026-08-13 2024 2025-03-06 01:10:19Z ALISTAIR DEAKIN 264 NORTH WINOOSKI AVENUE BURLINGTON VT 05401 11858732 false X WWW.VTLEGALAID.ORG X 1966 VT VERMONT LEGAL AID PROVIDES FREE CIVIL LEGAL SERVICES TO PEOPLE THROUGHOUT VERMONT WHO ARE POOR, ELDERLY, OR HAVE DISABILITIES AND WHO WOULD OTHERWISE BE DENIED JUSTICE OR THE NECESSITIES OF LIFE. 10 10 92 18 0 10519093 11430905 54241 39705 86528 81926 305794 306196 10965656 11858732 48000 48000 0 8460237 9249635 0 0 2765732 2622490 11273969 11920125 -308313 -61393 7291252 5976370 4017284 2763795 3273968 3212575 X VERMONT LEGAL AID PROVIDES FREE CIVIL LEGAL SERVICES TO PEOPLE THROUGHOUT VERMONT WHO ARE POOR, ELDERLY, OR HAVE DISABILITIES AND WHO WOULD OTHERWISE BE DENIED JUSTICE OR THE NECESSITIES OF LIFE. THROUGH ITS HEALTH CARE OMBUDSMAN AND LONG-TERM CARE OMBUDSMAN PROGRAMS, VERMONT LEGAL AID ALSO PROVIDES INFORMATION AND ADVOCACY FOR VERMONTERS WITH QUESTIONS ABOUT HEALTH CARE, HEALTH INSURANCE, AND LONG-TERM CARE. false false 1935523 39705 THE POVERTY LAW PROJECT PROVIDES THE FULL RANGE OF LEGAL SERVICES SUBJECT TO INCOME AND SUBSTANTIVE ELIGIBILITY GUIDELINES IMPOSED BY THE RELEVANT GRANTS AND CONTRACTS OF THE VLA BOARD. SIGNIFICANT ACTIVITIES INCLUDE PROVIDING LEGAL REPRESENTATION TO VICTIMS OF FAMILY ABUSE, TENANTS FACING EVICTION, VERMONTERS DENIED GOVERNMENT BENEFITS, AND CONSUMERS SUBJECT TO FRAUD AND EXPLOITATION. TOTAL EXPENSES = 1,953,523. 1786164 THE HEALTH CARE ADVOCATE OFFICE ACTS AS AN INDEPENDENT ADVOCATE THAT INVESTIGATES REPORTED COMPLAINTS FROM CONSUMERS OF HEALTH INSURANCE. IT HELPS PEOPLE WITH CLAIMS OF DENIAL OF CARE, ACCESS TO HEALTH CARE, BILLING PROBLEMS, COMPLAINTS, AND APPEALS. IT ALSO PARTICIPATES IN HEALTH INSURANCE RATE FILINGS WITH THE BOARD CHARGED BY THE VERMONT LEGISLATURE WITH OVERSEEING THE RATE OF HEALTH CARE COST GROWTH IN VERMONT AND THE QUALITY OF THE HEALTH CARE SYSTEM. TOTAL EXPENSES = 1,786,164. 1058871 THE MENTAL HEALTH LAW PROJECT REPRESENTS THE CONSTITUTIONAL RIGHTS OF VERMONTERS FACING LEGAL COMMITMENT TO VERMONT PSYCHIATRIC HOSPITALS OR COURT-ORDERED FORCED MEDICATION FOR PSYCHIATRIC PROBLEMS. TOTAL EXPENSES = 1,058,871. 5038589 48000 1. THE DISABILITY LAW PROJECT PROVIDES LEGAL SERVICES TO INDIVIDUALS WITH DISABILITIES. SERVICES RANGE FROM REPRESENTATION FOR THE PURPOSE OF PROTECTING CIVIL RIGHTS AND COMBATING DISCRIMINATION, TO ASSURING ACCESS TO NECESSARY SERVICES. TOTAL EXPENSES = 848,781. 2. THE ELDER LAW PROJECT PROVIDES SERVICES TO ELIGIBLE CLIENTS WHO ARE OVER THE AGE OF 60. THESE SERVICES ARE PROVIDED THROUGH A VARIETY OF ACTIVITIES INCLUDING REPRESENTING INDIVIDUALS WHO SEEK HELP THROUGH THE VARIOUS AREA AGENCIES ON AGING, DUAL-ELIGIBLE ELDERLY MEDICAID RECIPIENTS, AND STATEWIDE ADVOCACY ON BEHALF OF VERMONT ELDERS IN THE STATE LEGISLATURE AND WITH VARIOUS AGENCIES AND GOVERNMENT SUBDIVISIONS. TOTAL EXPENSES = 774,578. 3. THE LONG-TERM CARE OMBUDSMAN PROJECT ASSISTS RESIDENTS OF NURSING HOMES AND RESIDENTIAL CARE FACILITIES WITH QUALITY OF LIFE OR QUALITY OF CARE PROBLEMS. THE OMBUDSMAN IS AN INDEPENDENT ADVOCATE WHO HELPS RESIDENTS RESOLVE COMPLAINTS AND CONCERNS. TOTAL EXPENSES = 970,969. 4. THE HOUSING DISCRIMINATION LAW PROJECT IS ESTABLISHED TO CONDUCT A FULL- SERVICE, COORDINATED AND COMPREHENSIVE FAIR HOUSING PROGRAM UNDER THE PRIVATE ENFORCEMENT INITIATIVE OF THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT. TOTAL EXPENSES = 95,712. 5. OTHER PROJECTS INCLUDES THE FOLLOWING: TOTAL EXPENSES = 2,348,549. 1. THE HOUSING FOR EVERYONE PROJECT IS FUNDED ENTIRELY BY THE EMERGENCY RENTAL ASSISTANCE PROGRAM WHICH WAS PART OF THE AMERICAN RESCUE PLAN ACT. THE PROJECT HAS, SINCE JULY OF 2022, SOUGHT TO INCREASE HOUSING STABILITY AND PREVENT HOMELESSNESS BY CONDUCTING OUTREACH TO ALL TENANT/DEFENDANTS IN RESIDENTIAL EVICTION CASES FILED IN COURT, AND PROVIDE LEGAL HELP TO ALL ELIGIBLE TENANTS WHO RESPOND TO OUTREACH. LEGAL HELP GIVES TENANTS OPTIONS IN THE EVICTION PROCESS, AND SOMETIMES CAN RESOLVE DISPUTES AND ALLOW TENANTS TO KEEP THEIR HOMES PERMANENTLY. 2. THE HOMEOWNER LEGAL ASSISTANCE PROJECT PROVIDES LEGAL SERVICES TO LOW- TO-MODERATE INCOME VERMONT HOMEOWNERS AT RISK OF LOSING THEIR HOMES DUE TO MORTGAGE, PROPERTY TAX, HOMEOWNERS ASSOCIATION DUES, OR OTHER PROPERTY CHARGE DELINQUENCY. THE PROJECT ALSO ASSISTS HEIRS NEEDING PROOF OF LEGAL OWNERSHIP OF THEIR HOME TO AVOID MORTGAGE OR PROPERTY TAX ISSUES. 3. THE MEDICAL-LEGAL PARTNERSHIP PROJECT WORKS WITH MEDICAL AND SOCIAL WORK PROVIDERS TO ADDRESS THEIR PATIENTS HEALTH-HARMING LEGAL NEEDS IN A VARIETY OF AREAS, INCLUDING SAFE HOUSING, ADEQUATE INCOME, AND PERSONAL AND FAMILY STABILITY. BY CONNECTING WITH PEOPLE THROUGH THEIR MEDICAL HOME WE ARE ABLE TO REACH INDIVIDUALS AND FAMILIES WHO MIGHT NOT OTHERWISE SEEK OUR SERVICES. 4. THE VICTIMS RIGHTS PROJECT PROVIDES LEGAL ADVICE AND REPRESENTATION TO CRIME VICTIMS THROUGHOUT THE STATE OF VERMONT FOCUSING ON SECURING VICTIMS SAFETY, SECURITY, AND PRIVACY. OUR PRIORITIES INCLUDE ASSISTING SURVIVORS OF ELDER ABUSE, DOMESTIC VIOLENCE, AND SEXUAL ASSAULT. 5038589 48000 9819147 true true false true false false false false true false true false false true true true true false false false false false false false false false false true false true false false false false false false false false false false false false false true false false false true 15 0 true 92 true false false false false false false false false false false false false X 10 10 false false false false false false false true true false false true true true true true true true true false X JIM BROWN 8008892047 264 N WINOOSKI AVE BURLINGTON VT 05401 YASMIN DWEDARUNTIL 6152025 EXECUTIVE DI 40.00 X 146175 0 22257 BESSIE WEISS EXECUTIVE DI 40.00 X 0 0 0 JESSICA A OSKI PRESIDENT/SE 2.00 X X 0 0 0 OLIVIA SMITH-HAMMOND TREASURER 2.00 X X 0 0 0 JOE RONAN VICE PRESIDE 2.00 X X 0 0 0 VICTORIA WESTGATE TRUSTEE 2.00 X 0 0 0 JEREMY CROCHETIERE TRUSTEE 2.00 X 0 0 0 CORA DISOLIO TRUSTEE 2.00 X 0 0 0 CAMIL SRNA TRUSTEE 2.00 X 0 0 0 THEA SCHWARTZ TRUSTEE 2.00 X 0 0 0 KRISTIN HAMILTON TRUSTEE 2.00 X 0 0 0 JARED CARTER TRUSTEE 2.00 X 0 0 0 CHACE JENNINGS LEFT 6112025 TRUSTEE 2.00 X 0 0 0 DESIREE HAWKINS LEFT 12132024 TRUSTEE 2.00 X 0 0 0 DINAH YESSNE LEFT 6112025 TRUSTEE 2.00 X 0 0 0 JAMES W BROWN CFO 40.00 X 106412 0 29036 MICHAEL J FISHER CHIEF HCA AD 40.00 X 110186 0 5744 JOHN MCCULLOUGH PROJECT DIRE 40.00 X 112773 0 18110 MICHAEL BENVENUTO PROJECT DIRE 40.00 X 114274 0 5949 JOSEPHINE MORGAN ASSISTANT TO 40.00 X 105124 0 28931 JEAN MURRAY PROJECT DIRE 40.00 X 106296 0 17368 JILL MARTIN DIAZ LEFT 12112024 TRUSTEE 2.00 X 0 0 0 801240 127395 7 false true false 9330426 2100479 11430905 ATTORNEY FEES 541100 39705 39705 39705 81926 81926 90307 90307 90307 90307 LAWLINE 561000 197455 197455 GAIN ON FSA FORFEITURES 900099 17894 17894 MISCELLANEOUS 900099 540 540 215889 11858732 255594 172233 X 48000 48000 167114 167114 6586931 5488219 1098712 328729 277559 51170 1645131 1364422 280709 521730 422638 99092 17300 17300 2580 2580 1310651 1229883 80768 4781 1477 3304 148168 127302 20866 249329 206570 42759 606355 430274 176081 74324 67484 6840 58056 41680 16376 54093 44961 9132 26443 9013 17430 LITIGATION EXPENSES 43467 43336 131 OTHER EXPENSES 26943 16329 10614 11920125 9819147 2100978 0 1221192 502536 1746369 1413322 1254274 1539918 107362 133913 201571 224553 1258040 827288 473372 430752 2287112 1731376 7291252 5976370 853987 890059 691141 12512 890 12162 2471266 1849062 4017284 2763795 X 3173968 3127477 100000 85098 3273968 3212575 7291252 5976370 -61393 X false true X true true true X 8846546 11559722 9843675 10519093 11430905 52199941 8846546 11559722 9843675 10519093 11430905 52199941 52199941 91109 85244 88164 163924 172233 600674 176839 226816 188947 228398 215889 1036889 53837504 152652 0.96960 0.97080 X PART II, LINE 10 MISCELLANEOUS INCOME 1,036,889 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 59831 false false 59831 false SCHEDULE C, PART II-B, LINE 1 LOBBYING IN THE VERMONT STATE LEGISLATURE TO SUPPORT ISSUES RELEVANT TO THE ORGANIZATION'S PROGRAMS WHICH INCLUDE POVERTY LAW, DISABILITY LAW, HEALTH CARE ADVOCACY, ELDER LAW, MENTAL HEALTH LAW, HOUSING DISCRIMINATION LAW AND LONG TERM CARE. THE AMOUNT SPENT IN FISCAL YEAR 2025 WAS 59,831. false true X 874318 585544 288774 383722 241744 141978 430752 RIGHT-OF-USE ASSETS 1704108 CAPITAL RESERVE 27268 1731376 LEASE LIABILITIES 1849062 1849062 X 11894046 35314 35314 11858732 11858732 11955439 35314 35314 11920125 11920125 SCHEDULE D, PAGE 2, PART IV, LINE 2B VERMONT LEGAL AID MAINTAINS ESCROW ACCOUNTS FOR CLIENTS DURING LEGAL PROCEEDINGS. SCHEDULE D, PAGE 3, PART X VERMONT LEGAL AID, INC. IS A NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND IS EXEMPT FROM FEDERAL INCOME TAXES, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. VERMONT LEGAL AID, INC. BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. true DISABILITY RIGHTS VERMONT INC 141 MAIN STREET SUITE 7 MONTPELIER VT 05602 030274878 GOV 48000 CASH CLIENT SERVICES 1 SCHEDULE I, PAGE 1, PART I, LINE 2 QUARTERLY PROGRAM SERVICE REPORTS FOR DRVT ARE REVIEWED BY THE EXECUTIVE DIRECTOR AND THE MENTAL HEALTH LAW PROJECT DIRECTOR. AUDITED FINANCIAL STATEMENTS AND FORM 990 FOR DISABILITY RIGHTS VERMONT ARE REVIEWED BY THE CFO. X false false false false false false false false false YASMIN DWEDARUNTIL 6152025 EXECUTIVE DIRECTOR 146175 21867 390 168432 FORM 990 - ORGANIZATION'S MISSION VERMONT LEGAL AID PROVIDES FREE CIVIL LEGAL SERVICES TO PEOPLE THROUGHOUT VERMONT WHO ARE POOR, ELDERLY, OR HAVE DISABILITIES AND WHO WOULD OTHERWISE BE DENIED JUSTICE OR THE NECESSITIES OF LIFE. THROUGH ITS HEALTH CARE OMBUDSMAN AND LONG-TERM CARE OMBUDSMAN PROGRAMS, VERMONT LEGAL AID ALSO PROVIDES INFORMATION AND ADVOCACY FOR VERMONTERS WITH QUESTIONS ABOUT HEALTH CARE, HEALTH INSURANCE, AND LONG-TERM CARE. FORM 990, PAGE 1, PART I, LINE 6 VOLUNTEERS INCLUDE UNPAID INTERNS, LITC ATTORNEYS, VOP, AND UNPAID BOARD MEMBERS. FORM 990, PAGE 2, PART III, LINE 4D 1. THE DISABILITY LAW PROJECT PROVIDES LEGAL SERVICES TO INDIVIDUALS WITH DISABILITIES. SERVICES RANGE FROM REPRESENTATION FOR THE PURPOSE OF PROTECTING CIVIL RIGHTS AND COMBATING DISCRIMINATION, TO ASSURING ACCESS TO NECESSARY SERVICES. TOTAL EXPENSES = 848,781. 2. THE ELDER LAW PROJECT PROVIDES SERVICES TO ELIGIBLE CLIENTS WHO ARE OVER THE AGE OF 60. THESE SERVICES ARE PROVIDED THROUGH A VARIETY OF ACTIVITIES INCLUDING REPRESENTING INDIVIDUALS WHO SEEK HELP THROUGH THE VARIOUS AREA AGENCIES ON AGING, DUAL-ELIGIBLE ELDERLY MEDICAID RECIPIENTS, AND STATEWIDE ADVOCACY ON BEHALF OF VERMONT ELDERS IN THE STATE LEGISLATURE AND WITH VARIOUS AGENCIES AND GOVERNMENT SUBDIVISIONS. TOTAL EXPENSES = 774,578. 3. THE LONG-TERM CARE OMBUDSMAN PROJECT ASSISTS RESIDENTS OF NURSING HOMES AND RESIDENTIAL CARE FACILITIES WITH QUALITY OF LIFE OR QUALITY OF CARE PROBLEMS. THE OMBUDSMAN IS AN INDEPENDENT ADVOCATE WHO HELPS RESIDENTS RESOLVE COMPLAINTS AND CONCERNS. TOTAL EXPENSES = 970,969. 4. THE HOUSING DISCRIMINATION LAW PROJECT IS ESTABLISHED TO CONDUCT A FULL- SERVICE, COORDINATED AND COMPREHENSIVE FAIR HOUSING PROGRAM UNDER THE PRIVATE ENFORCEMENT INITIATIVE OF THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT. TOTAL EXPENSES = 95,712. 5. OTHER PROJECTS INCLUDES THE FOLLOWING: TOTAL EXPENSES = 2,348,549. 1. THE HOUSING FOR EVERYONE PROJECT IS FUNDED ENTIRELY BY THE EMERGENCY RENTAL ASSISTANCE PROGRAM WHICH WAS PART OF THE AMERICAN RESCUE PLAN ACT. THE PROJECT HAS, SINCE JULY OF 2022, SOUGHT TO INCREASE HOUSING STABILITY AND PREVENT HOMELESSNESS BY CONDUCTING OUTREACH TO ALL TENANT/DEFENDANTS IN RESIDENTIAL EVICTION CASES FILED IN COURT, AND PROVIDE LEGAL HELP TO ALL ELIGIBLE TENANTS WHO RESPOND TO OUTREACH. LEGAL HELP GIVES TENANTS OPTIONS IN THE EVICTION PROCESS, AND SOMETIMES CAN RESOLVE DISPUTES AND ALLOW TENANTS TO KEEP THEIR HOMES PERMANENTLY. 2. THE HOMEOWNER LEGAL ASSISTANCE PROJECT PROVIDES LEGAL SERVICES TO LOW- TO-MODERATE INCOME VERMONT HOMEOWNERS AT RISK OF LOSING THEIR HOMES DUE TO MORTGAGE, PROPERTY TAX, HOMEOWNERS ASSOCIATION DUES, OR OTHER PROPERTY CHARGE DELINQUENCY. THE PROJECT ALSO ASSISTS HEIRS NEEDING PROOF OF LEGAL OWNERSHIP OF THEIR HOME TO AVOID MORTGAGE OR PROPERTY TAX ISSUES. 3. THE MEDICAL-LEGAL PARTNERSHIP PROJECT WORKS WITH MEDICAL AND SOCIAL WORK PROVIDERS TO ADDRESS THEIR PATIENTS HEALTH-HARMING LEGAL NEEDS IN A VARIETY OF AREAS, INCLUDING SAFE HOUSING, ADEQUATE INCOME, AND PERSONAL AND FAMILY STABILITY. BY CONNECTING WITH PEOPLE THROUGH THEIR MEDICAL HOME WE ARE ABLE TO REACH INDIVIDUALS AND FAMILIES WHO MIGHT NOT OTHERWISE SEEK OUR SERVICES. 4. THE VICTIMS RIGHTS PROJECT PROVIDES LEGAL ADVICE AND REPRESENTATION TO CRIME VICTIMS THROUGHOUT THE STATE OF VERMONT FOCUSING ON SECURING VICTIMS SAFETY, SECURITY, AND PRIVACY. OUR PRIORITIES INCLUDE ASSISTING SURVIVORS OF ELDER ABUSE, DOMESTIC VIOLENCE, AND SEXUAL ASSAULT. FORM 990, PAGE 6, PART VI, LINE 11B THE EXECUTIVE COMMITTEE REVIEWS THE DRAFT COPY BEFORE IT'S FILED. THE FILED COPY IS LATER MADE AVAILABLE TO THE FULL BOARD. FORM 990, PAGE 6, PART VI, LINE 12C ALL BOARD MEMBERS SIGN AN INITIAL CONFLICT OF INTEREST DISCLOSURE FORM AND ARE THEREAFTER REQUIRED TO NOTIFY THE BOARD IF ANY NEW AND POSSIBLE CONFLICTS ARISE. THE CONFLICT OF INTEREST DISCLOSURE FORMS ARE COMPLETED ANNUALLY BY BOARD MEMBERS. WHEN SUCH ISSUES ARE RAISED, THE BOARD REVIEWS THEM AND TAKES APPROPRIATE ACTION. FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE COMMITTEE AND BOARD APPROVES THE EXECUTIVE DIRECTOR'S SALARY UPON HIRE AND ANNUALLY, THEREAFTER. FORM 990, PAGE 6, PART VI, LINE 15B THE BOARD OF TRUSTEES APPROVE THE COMPENSATION PLAN WHICH INCLUDES DEFINED PAY GRADES FOR ALL STAFF LEVELS. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL SVCS - PLP 377,298 80,768 0 PROFESSIONAL SVCS - HCAP 3,328 0 0 PROFESSIONAL SVCS - ELP 123,996 0 0 PROFESSIONAL SVCS - OTHER 725,261 0 0 TOTAL 1,229,883 80,768 0 LEGAL SERVICES VERMONT INC LEGAL SERVICES VERMONT INC 274 NO WINOOSKI AVENUE BURLINGTON VT 05401 030349316 LEGAL SERV VT 501C 7 N/A false false true false false false false false false false true false true true false true false false false false LEGAL SERVICES VERMONT INC J 80462 CASH AMOUNT LEGAL SERVICES VERMONT INC L 197455 CASH AMOUNT LEGAL SERVICES VERMONT INC M 1145291 CASH AMOUNT LEGAL SERVICES VERMONT INC O 67251 CASH AMOUNT LEGAL SERVICES VERMONT INC B 686086 CASH AMOUNT