2024-10-30T07:50:38-05:00 2023-12-31 161092347 MENGEL METZGER BARR & CO LLP 11 BRITISH AMERICAN BLVD LATHAM NY 12110 990 2023-01-01 133841519 CAPITAL DISTRICT WOMEN'S BAR ASSOCIATION CAPI 5184351770 24 AVIATION ROAD 101 ALBANY NY 12205 MONICE BARBERO CEO 5184351770 2024-10-28 1 0 ALAN W CLINK CPA P01256785 5187850134 2023 2024-10-15 13:58:12Z MONICE BARBERO 24 AVIATION ROAD 101 ALBANY NY 12205 3029099 0 X WWW.LEGALPROJECT.ORG X 1995 NY THE LEGAL PROJECT PROVIDES ACCESS TO THE PROTECTIONS OF THE LAW TO ADVANCE THE SAFETY, STABILITY AND INDEPENDENCE OF THE PEOPLE WE SERVE AND STRENGTHEN OUR COMMUNITIES. WE DO THIS BY ADVISING, ADVOCATING FOR AND REPRESENTING PEOPLE WHO HAVE TRADITIONALLY HAD DIFFICULTY OBTAINING CIVIL LEGAL ASSISTANCE. 15 15 45 160 0 0 2772288 2950663 0 0 693 38992 20381 21089 2793362 3010744 0 0 0 0 1930598 2157793 0 0 28517 578771 854641 2509369 3012434 283993 -1690 1709165 1504354 1045302 842181 663863 662173 X THE LEGAL PROJECT PROVIDES ACCESS TO THE PROTECTIONS OF THE LAW TO ADVANCE THE SAFETY, STABILITY AND INDEPENDENCE OF THE PEOPLE WE SERVE AND STRENGTHEN OUR COMMUNITIES. WE DO THIS BY ADVISING, ADVOCATING FOR AND REPRESENTING PEOPLE WHO HAVE TRADITIONALLY HAD DIFFICULTY OBTAINING CIVIL LEGAL ASSISTANCE. 0 0 2586479 LEGAL REPRESENTATION AND ADVICE - THE LEGAL PROJECT BELIEVES THAT ALL PEOPLE SHOULD HAVE ACCESS TO LEGAL SERVICES. THIS BELIEF REPRESENTS A DEEP COMMITMENT TO FAIRNESS AND EQUAL JUSTICE UNDER THE LAW. THE MISSION OF THE LEGAL PROJECT IS TO MAKE THE LAW MORE ACCESSIBLE TO THOSE IN NEED, TO INCREASE THE LEGAL COMMUNITY'S INVOLVEMENT IN PRO BONO WORK, AND TO SERVE AS A RESOURCE ON LEGAL ISSUES. THE LEGAL PROJECT FEELS A SPECIAL COMMITMENT TO WOMEN AND OTHERS WHO MAY HAVE DIFFICULTY OBTAINING LEGAL ASSISTANCE. DURING 2023, THE LEGAL PROJECT SERVED OVER 21,000 INDIVIDUALS IN THE CAPITAL REGION OF NEW YORK STATE. 2586479 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 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 0 0 0 0 0 1 11 0 1 45 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 NY X X TOM LIBERTUCCI 5184351770 24 AVIATION ROAD ALBANY NY 12205 RACHEL CONLEY DIRECTOR 2.00 X 0 0 0 KRISTEN DRAUS FABBRI DIRECTOR 2.00 X 0 0 0 ANNE HURLEY DIRECTOR 2.00 X 0 0 0 JUSTIN PFEIFFER ESQ DIRECTOR 2.00 X 0 0 0 TINA SCIOCCHETTI ESQ DIRECTOR 2.00 X 0 0 0 LYNETTE TARRATS DIRECTOR 2.00 X 0 0 0 BRENDAN VENTER ESQ DIRECTOR 2.00 X 0 0 0 SETH AGATA DIRECTOR 2.00 X 0 0 0 JAMES KELLERHOUSE IMMEDIATE PAST PRESIDENT 2.00 X 0 0 0 JUSTINE GORDAN STECIUK DIRECTOR 2.00 X 0 0 0 MEREDITH SAVITT ESQ SECOND VICE PRESIDENT 2.00 X X 0 0 0 KURT E BRATTEN ESQ FIRST VICE PRESIDENT 2.00 X X 0 0 0 JANE MCLAUGHLIN SECRETARY 2.00 X X 0 0 0 MONICE BARBERO ESQ PRESIDENT 2.00 X X 0 0 0 TOM CAPEZZA TREASURER 2.00 X X 0 0 0 MICHELE POLLOCK-RICH EXECUTIVE DIRECTOR 37.50 X 96919 0 7927 96919 0 7927 0 0 0 0 BST & CO CPAS 10 BRITISH AMERICAN BLVD LATHAM NY 12110 ACCOUNTING 123549 1 2530484 420179 2950663 38992 38992 38561 18355 20206 20206 OTHER REVENUES 541900 883 883 883 3010744 0 0 60081 X 104846 68233 17613 19000 1739166 1635688 103478 170216 163412 6804 143565 129106 11135 3324 131710 50020 81690 6800 6800 370847 351668 19179 3018 557 2461 33564 11214 18706 3644 48043 24176 23867 99779 77132 22647 15283 14583 700 5369 416 4953 7864 7864 20015 20015 17932 2167 15765 EQUIPMENT EXPENSES AND 22170 12142 10028 LITIGATION EXPENSE 17962 17962 DUES AND SUBSCRIPTIONS 17076 3740 13128 208 LEGAL RESOURCE MATERIAL 10630 10630 26579 13633 10605 2341 3012434 2586479 397438 28517 166299 42732 73518 227971 884947 1060725 328035 0 14019 15717 80052 56805 39153 23247 0 0 203194 133962 1709165 1504354 363881 338583 331856 228072 144343 137578 205222 137948 1045302 842181 X 663863 662173 663863 662173 1709165 1504354 -1690 0 X 0 1 X 1 0 X 2426464 2234620 2116171 2772288 2950663 12500206 2426464 2234620 2116171 2772288 2950663 12500206 68059 12432147 5 237 336 693 38992 40263 16040 3761 844 37026 39444 97115 12637584 2815 0.98370 0.98860 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING EVENTS NET CONTRIBUTIONS - 2019 AMOUNT: $ 15,340. 2022 AMOUNT: $ 33,547. 2023 AMOUNT: $ 38,561. OTHER REVENUES - 2019 AMOUNT: $ 700. 2020 AMOUNT: $ 3,761. 2021 AMOUNT: $ 844. 2022 AMOUNT: $ 3,479. 2023 AMOUNT: $ 883. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 6800 6800 0 PART II-B, LINE 1: PAID A CONSULTING FIRM TO 1) EMPHASIZE THE VITAL ROLE PROGRAMS PLAY WITHIN THE DELIVERY NETWORK OF CIVIL LEGAL SERVICES IN NYS, 2) REPRESENT TLP AND ITS INTERESTS BEFORE THE EXECUTIVE, LEGISLATIVE, AND JUDICIAL BRANCHES OF GOVERNMENT ON ISSUES RELATED TO STATE FUNDING OF CIVIL LEGAL SERVICES, 3) ENSURE COMMUNICATION WITH TLP REGARDING LOBBYING ACTIVITIES AND PROVIDE OPPORTUNITIES FOR PARTICIPATION OF TLP IN SUCH ACTIVITIES, 4) PROVIDE RECOMMENDATIONS FOR DEVELOPMENT, REVIEW AND CRITIQUE OF MESSAGING MATERIALS IN COMMUNICATIONS WITH POLICY MAKERS AND THE MEDIA, AND 5) COLLABORATE WITH REPRESENTATIVES OF OTHER CIVIL LEGAL SERVICES GROUPS TO DELIVER CONSTANT MESSAGING TO POLICY MAKERS. 0 0 80052 56805 23247 23247 RIGHT OF USE ASSET - OPERATING LEASES 119718 RIGHT OF USE ASSET - FINANCING LEASES 14244 133962 LEASE LIABILITY - OPERATING LEASES 123772 LEASE LIABILITY - FINANCING LEASES 14176 137948 X 3010744 0 3010744 0 3010744 3012434 0 3012434 0 3012434 PART X, LINE 2: THE LEGAL PROJECT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE FINANCIAL STATEMENTS. THE LEGAL PROJECT IS CLASSIFIED AS A PUBLICLY SUPPORTED ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE CODE. CONTRIBUTIONS ARE TAX DEDUCTIBLE WITHIN THE LIMITATIONS PRESCRIBED BY THE CODE. THE LEGAL PROJECT HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS IN RETURNS FILED WITH TAXING AUTHORITIES THAT REQUIRE DISCLOSURE IN THE FINANCIAL STATEMENTS. AWARDS BREAKFAST 37250 37250 9361 8376 37250 37250 9361 8376 17737 19513 FORM 990, PART VI, SECTION A, LINE 8B CERTAIN COMMITTEES WITHIN THE LEGAL PROJECT DO NOT MAINTAIN MINUTES. NO COMMITTEE HAS AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B AS PART OF THE ANNUAL AUDIT, OUR INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM PREPARES A DRAFT OF FORM 990 AND RELATED SUPPORTING SCHEDULES FROM OUR INTERNAL RECORDS. THERE IS A REVIEW BY MANAGEMENT TO OVERSEE THESE SERVICES, MAKE ALL MANAGEMENT DECISIONS, AND PERFORM ALL MANAGEMENT FUNCTIONS. THE DRAFT 990 IS REVIEWED BY THE AUDIT AND FINANCE COMMITTEE FOR COMMENTS AND ACCEPTANCE BEFORE FILING. WE HAVE REVIEWED, APPROVED, AND ACCEPTED RESPONSIBILITY FOR FORM 990 AND THE RELATED SUPPORTING SCHEDULES AND BELIEVE THEY ARE ADEQUATELY SUPPORTED BY THE BOOKS AND RECORDS OF THE LEGAL PROJECT. FORM 990, PART VI, SECTION B, LINE 12C DURING 2023, THE CONFLICT OF INTEREST POLICY WAS DISCUSSED, EITHER AS A BOARD OR IN EXECUTIVE COMMITTEE, AT LEAST FOUR TIMES. EACH BOARD MEMBER IS REQUIRED ANNUALLY TO REVIEW THE CONFLICT OF INTEREST POLICY AND SUBMIT A SIGNED DISCLOSURE FORM. FORM 990, PART VI, SECTION B, LINE 15 LINE 15A: THE BOARD OF DIRECTORS FORMS AN AD HOC COMMITTEE TO OVERSEE THE PERFORMANCE REVIEW AND SALARY RECOMMENDATIONS FOR THE EXECUTIVE DIRECTOR. INDUSTRY STANDARDS, SURVEYS AND TOOLS ARE UTILIZED, ALONG WITH BUDGETARY INFORMATION, TO SET THE EXECUTIVE DIRECTOR SALARY LEVEL TO BE COMPETITIVE WITH OTHER NOT-FOR-PROFIT ORGANIZATIONS IN THE LEGAL FIELD. NO MEMBER OF THE BOARD OF DIRECTORS RECEIVES COMPENSATION. LINE 15B: THE EXECUTIVE DIRECTOR IS THE ONLY LEGAL PROJECT EMPLOYEE MEETING THE DEFINITION OF A "TOP MANAGEMENT OFFICIAL". THERE ARE NO "KEY EMPLOYEES". SEE RESPONSE ABOVE TO FORM 990, PART VI, LINE 15A. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC REQUESTS, IF ANY, FOR POLICY AND GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS, ARE GRANTED. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 6,000. MANAGEMENT AND GENERAL EXPENSES 19,179. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,179. PROJECT SUBCONTRACTS: PROGRAM SERVICE EXPENSES 345,668. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 345,668.