2024-03-27T15:47:51-05:00 2023-06-30 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2022-07-01 060955461 CONNECTICUT LEGAL SERVICES INC CONN 8603440447 62 WASHINGTON STREET 4TH FL MIDDLETOWN CT 06457 KEITH BOYCE FINANCE DIRECTOR 8603440447 2024-03-25 1 KEITH BOYCE 999009999 0 PAUL BALLASY P00852868 9592007000 2024-03-25 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DEBORAH WITKIN 62 WASHINGTON STREET 4TH FL MIDDLETOWN CT 06457 16525188 0 X WWW.CTLEGAL.ORG X 1977 CT THE ORGANIZATION PROVIDES ACCESS TO JUSTICE FOR LOW-INCOME INDIVIDUALS AND THEIR FAMILIES. 21 21 86 38 0 0 12189136 12390231 142115 73816 4809 45339 17418 6802 12353478 12516188 1610631 1362959 0 0 8207723 10200684 19250 28500 233492 1467810 1681539 11305414 13273682 1048064 -757494 9418549 11003085 7806091 9250261 1612458 1752824 X CONNECTICUT LEGAL SERVICES PROVIDES ACCESS TO JUSTICE AND PROTECTS CRITICAL CIVIL LEGAL RIGHTS OF LOW INCOME INDIVIDUALS AND FAMILIES THROUGH REPRESENTATION, SYSTEMIC ADVOCACY, ADVICE, COLLABORATION, AND EDUCATION. 0 0 11067749 1362959 80618 CLS PROVIDES CIVIL LEGAL REPRESENTATION AND COUNSELING TO HELP LOW-INCOME INDIVIDUALS AND FAMILIES OBTAIN LEGAL SOLUTIONS TO SERIOUS LIFE PROBLEMS. WE PROTECT AND SECURE CRITICAL CIVIL LEGAL RIGHTS FOR OUR CLIENTS AND ADVANCE ACCESS TO JUSTICE FOR CONNECTICUT RESIDENTS. OUR AREAS OF PRACTICE INCLUDE DOMESTIC VIOLENCE/FAMILY, HOMELESSNESS/HOUSING RIGHTS, GOVERNMENT ASSISTANCE PROGRAMS, EMPLOYMENT, SPECIAL EDUCATION AND JUVENILE LAW, ELDER RIGHTS, CONSUMER LAW, HEALTH RELATED ISSUES, IMMIGRATION AND DISABILITY LAW. DURING THE 2022-2023 FISCAL YEAR, CLS OPENED 2,296 NEW CASES FOR LEGAL REPRESENTATION AND COUNSELING. WE ALSO WORKED ON 1,160 CASES OPENED IN PREVIOUS YEARS. CLS SERVICES IN THESE 3,456 CASES BENEFITED APPROXIMATELY 5,518 HOUSEHOLD MEMBERS, WHICH INCLUDES 2,262 CHILDREN. IN ADDITION TO INDIVIDUAL CASES, CLS CONDUCTED 72 COMMUNITY LEGAL EDUCATION EVENTS IN 20 CONNECTICUT TOWNS, ATTENDED BY 1,372 PEOPLE. 11067749 1 1 0 1 0 0 0 0 1 0 1 0 0 1 0 1 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 39 0 1 86 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 1 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CT X KEITH BOYCE 8603440447 62 WASHINGTON STREET 4TH FL MIDDLETOWN CT 06457 LIVIA BARNDOLLAR ESQ DIRECTOR 1.00 X 0 0 0 TADHG DOOLEY ESQ SECRETARY 1.00 X X 0 0 0 MIKE HANLEY DIRECTOR 1.00 X 0 0 0 HELEN HARRIS ESQ VICE CHAIR 1.00 X X 0 0 0 SHEILA HAYRE ESQ DIRECTOR 1.00 X 0 0 0 LAURA JORDAN ESQ DIRECTOR 1.00 X 0 0 0 CAROLYN WILKES KAAS ESQ DIRECTOR 1.00 X 0 0 0 PETER KNIGHT ESQ DIRECTOR 1.00 X 0 0 0 LESLIE LEVIN ESQ DIRECTOR 1.00 X 0 0 0 PATRICIA MCINTOSH LCSW MPH DIRECTOR 1.00 X 0 0 0 IVY MCKINNEY ESQ DIRECTOR 1.00 X 0 0 0 BASAM E NABULSIESQ OUTGOING DIRECTOR 1.00 X 0 0 0 RICHARD ORR ESQ DIRECTOR 1.00 X 0 0 0 JEFFREY PLOTKIN ESQ CHAIR 1.00 X X 0 0 0 KEVIN RASCH ESQ DIRECTOR 1.00 X 0 0 0 JESSICA RICHMAN SMITH ESQ DIRECTOR 1.00 X 0 0 0 THOMAS SULLIVAN DIRECTOR 1.00 X 0 0 0 MICHAEL SULLIVAN ESQ DIRECTOR 1.00 X 0 0 0 ADAM M SWANSON ESQ TREASURER 1.00 X X 0 0 0 ANN G TAYLOR ESQ DIRECTOR 1.00 X 0 0 0 BRAD SAXTON ESQ DIRECTOR 1.00 X 0 0 0 ALINA REYNOLDS ESQ DIRECTOR 1.00 X 0 0 0 ANNE LOUISE BLANCHARD ESQ DEPUTY DIRECTOR 40.00 X 152533 0 20985 KEITH BOYCE CMA FINANCE DIRECTOR 40.00 X 125672 0 51205 DEBORAH R WITKIN ESQ EXECUTIVE DIRECTOR 40.00 X 173192 0 70355 JEAN ARANHA ESQ MANAGING ATTORNEY 40.00 X 127302 0 42559 LORRAINE CARCOVA ESQ MANAGING ATTORNEY 40.00 X 128444 0 31423 ASTRID LEBRON ESQ DIRECTOR OF DEVELOPMENT 40.00 X 134668 0 28543 MARY CONKLIN ESQ MANAGING ATTORNEY 40.00 X 126397 0 51121 NILDA HAVRILLA ESQ LITIGATION & ADVOCACY DIRECTOR 40.00 X 125880 0 53729 1094088 0 349920 8 0 1 0 0 48120 2800002 9542109 8743 12390231 ATTORNEY FEES 541100 73816 73816 73816 45339 45339 4009000 4009000 0 6802 6802 6802 12516188 80618 0 45339 1362959 1362959 615087 176496 419893 18698 6084098 5166021 817075 101002 614063 497918 105473 10672 2353748 1985775 329209 38764 533688 432745 91668 9275 18827 7900 10927 33580 33580 269867 269867 28500 28500 1211 1211 174790 135631 33089 6070 187178 154302 31011 1865 633881 557525 69646 6710 26920 25359 1561 46084 36947 8750 387 65683 64276 1204 203 63870 56844 6323 703 OTHER 68689 56198 3681 8810 MEMBERSHIPS/OCCUPATIONA 46586 44879 1536 171 PERIODICALS 35630 31711 3527 392 DONATED GOODS 8743 4396 4288 59 13273682 11067749 1972441 233492 1068538 1026612 4873843 4420107 2592718 2531466 93671 40983 82224 109331 1679714 1082707 656480 597007 51075 2277579 9418549 11003085 6618075 8400962 1187516 770154 500 79145 7806091 9250261 X -405280 20359 2017738 1732465 1612458 1752824 9418549 11003085 X -757494 897858 X 0 1 X 1 1 1 X 14060893 12039967 13303288 12189136 12390231 63983515 14060893 12039967 13303288 12189136 12390231 63983515 63983515 31158 26324 1689 4809 45339 109319 372 157 13262 17418 6802 38011 64130845 723417 0.99770 0.99810 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2018 AMOUNT: $ 372. 2019 AMOUNT: $ 157. 2020 AMOUNT: $ 4,615. 2021 AMOUNT: $ 17,418. 2022 AMOUNT: $ 6,802. INSURANCE RECOVERY - 2020 AMOUNT: $ 8,647. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28325 241542 269867 13003815 13273682 813684 203421 0 0 792920 754638 715271 813684 3076513 4614770 286523 287542 230502 269867 1074434 198230 188660 178818 203421 769129 1153694 35168 28036 36156 28325 127685 0 500 78645 79145 1 X 61740 61740 1191013 667482 523531 287322 281391 5931 126439 120634 5805 13200 13200 0 597007 SECURITY DEPOSTIS 51075 RIGHT OF USE ASSETS 2226504 2277579 X 12617289 101101 101101 12516188 0 12516188 14272639 101101 897858 998959 13273680 0 13273680 PART IV, LINE 2B: CLS MAINTAINS CLIENT FUNDS IN AN IOLTA BANK ACOUNT IN ACCORDANCE WITH ATTORNEYS' FIDUCIARY OBLIGATION TO SAFEGUARD CLIENT FUNDS. PART X, LINE 2: CLS IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, CLS QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION AS PROVIDED IN SECTION 170 OF THE INTERNAL REVENUE CODE. CLS HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF CODE SECTION 509(A). GAAP REQUIRES CLS'S MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY CLS AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. CLS'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY CLS, AND HAS CONCLUDED THAT AS OF JUNE 30, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. CLS IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. INTEREST AND PENALTIES, IF ANY, WOULD BE RECORDED AS PART OF INCOME TAX EXPENSE. CLS'S MANAGEMENT BELIEVES CLS IS NOT SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2020. PART XII, LINE 2D - OTHER ADJUSTMENTS: BENEFIT PLAN CHANGES OTHER THAN NET PERIODIC COSTS 897,858. X X 0 DANOSKY & ASSOCIATES PO BOX 1225 NEW MILFORD CT 06776 PROF CONSULTING TO DEVELOP STRATEGIES TO DIVERSIFY & ENHANCE 0 0 28500 0 28500 CT 1 GREATER HARTFORD LEGAL AID 999 ASYLUM AVE HARTFORD CT 06105 060730611 501(C)(3) 523050 0 SUB-CONTRACTOR FOR THE PROVISION OF LEGAL SERVICES NEW HAVEN LEGAL ASSISTANCE ASSOCIATION 205 ORANGE STREET NEW HAVEN CT 06510 060793269 501(C)(3) 422846 0 SUB-CONTRACTOR FOR THE PROVISION OF LEGAL SERVICES CONNECTICUT COALITION AGAINST DOMESTIC VIOLENCE 655 WINDING BROOK DRIVE SUITE 4050 GLASTONBURY CT 06033 060985675 501(C)(3) 236966 0 SUB-CONTRACTOR FOR THE PROVISION OF NON-LEGAL ADVOCACY CONNECTICUT ALLIANCE TO END SEXUAL VIOLENCE 96 PITKIN STREET EAST HARTFORD CT 06108 061076946 501(C)(3) 105097 0 SUB-CONTRACTOR FOR THE PROVISION OF NON-LEGAL ADVOCACY CENTER FOR CHILDREN'S ADVOCACY 65 ELIZABETH STREET HARTFORD CT 06105 061489575 501(C)(3) 75000 0 SUB-CONTRACTOR FOR THE PROVISION OF NON-LEGAL ADVOCACY 5 PART I, LINE 2: CLS OBTAINS AND REVIEWS FINANCIAL, STATISTICAL, AND PROGRAMMATIC INFORMATION FROM SUB-RECIPIENT ORGANIZATIONS THROUGH REGULAR REPORTING CHANNELS AND MONITORING VISITS TO CONFIRM THE WORK BEING DONE WITH GRANT FUNDS IS IN COMPLIANCE WITH ITS STATED PURPOSE. IN ADDITION, PROJECT LEADERS MEET PERIODICALLY TO DISCUSS GRANT REQUIREMENTS AND SERVICES PROVIDED. X X 0 0 0 0 0 0 0 0 0 DEBORAH R WITKIN ESQ EXECUTIVE DIRECTOR 173192 0 0 0 0 0 35300 0 35055 0 243547 0 0 0 NILDA HAVRILLA ESQ LITIGATION & ADVOCACY DIRECTOR 124867 0 0 0 1013 0 8459 0 45270 0 179609 0 0 0 MARY CONKLIN ESQ MANAGING ATTORNEY 126397 0 0 0 0 0 31704 0 19417 0 177518 0 0 0 KEITH BOYCE CMA FINANCE DIRECTOR 125672 0 0 0 0 0 8001 0 43204 0 176877 0 0 0 ANNE LOUISE BLANCHARD ESQ DEPUTY DIRECTOR 152533 0 0 0 0 0 17500 0 3485 0 173518 0 0 0 JEAN ARANHA ESQ MANAGING ATTORNEY 127302 0 0 0 0 0 8099 0 34460 0 169861 0 0 0 ASTRID LEBRON ESQ DIRECTOR OF DEVELOPMENT 131689 0 0 0 2979 0 9536 0 19007 0 163211 0 0 0 LORRAINE CARCOVA ESQ MANAGING ATTORNEY 126769 0 0 0 1675 0 13909 0 17514 0 159867 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 YES. CLS AMENDED ITS BYLAWS TO CLARIFY WAIVER OF TERM LIMITS FOR DIRECTORS. THE AMENDMENT WAS ADOPTED BY THE CLS BOARD OF DIRECTORS AT ITS MEETING ON 1/12/2023. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE, WHO THEN REPORTS TO THE FULL BOARD OF DIRECTORS. A COPY OF THE FINAL FORM 990 IS PROVIDED TO EACH MEMBER OF THE BOARD BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND DIRECTORS ARE REQUIRED TO SIGN AN ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE SALARY OF THE EXECUTIVE DIRECTOR IS REVIEWED AND SET BY THE BOARD OF DIRECTORS (BOD) AFTER CONSIDERATION OF SALARIES FOR THIS POSITION AT OTHER COMPARABLE LEGAL SERVICES PROGRAMS AND NON-PROFIT AGENCIES, AS PART OF AN EXECUTIVE SESSION OF THE BOD. THE INFORMATION IS PROVIDED TO THE BOARD IN ADVANCE OF THE MEETING AND DISCUSSED IN EXECUTIVE SESSION AT THE MEETING. THE DELIBERATIONS AND DECISIONS ARE SUBSTANTIATED IN A CONTEMPORANEOUS FASHION THROUGH THE MECHANISMS OF BOARD MEETING MINUTES. SALARIES FOR THE OTHER LEADERSHIP POSITIONS ARE ESTABLISHED BY THE EXECUTIVE DIRECTOR USING THE SAME CRITERIA AND ARE APPROVED BY THE BOARD AS PART OF THE BUDGETING PROCESS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND OUR CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE PROVIDED TO FUNDERS ANNUALLY AND TO POTENTIAL FUNDERS UPON REQUEST. FORM 990, PART XI, LINE 9: BENEFIT PLAN CHANGES OTHER THAN NET PERIODIC COSTS 897,858.