2025-03-12T16:30:14-05:00 2024-06-30 941541507 BIANCHI KASAVAN & POPE LLP 450 LINCOLN AVENUE SUITE 200 SALINAS CA 93901 990 2023-07-01 770073127 LEGAL SERVICES FOR SENIORS LEGA 8318990492 11 THOMAS OWENS WAY SUITE 101 MONTEREY CA 93940 JOHN O'BRIEN PRESIDENT 8318990492 2025-01-23 1 1 JESSE LOPEZ P00312725 8317575311 2025-01-23 2023 2025-03-06 01:10:19Z JOHN O'BRIEN 11 THOMAS OWENS WAY SUITE 101 MONTEREY CA 93940 1111447 0 X WWW.LEGALSERVICESFORSENIORS.ORG X 1985 CA PROVIDES LEGAL SERVICES AT NO CHARGE TO MONTEREY COUNTY SENIORS 60 YEARS OF AGE AND ABOVE. 14 14 15 0 0 0 922490 955817 0 0 54356 71698 30946 -6325 1007792 1021190 0 0 0 0 862417 831428 0 0 137617 285388 248465 1147805 1079893 -140013 -58703 2960615 2849482 783955 726373 2176660 2123109 LEGAL SERVICES FOR SENIORS PROVIDES LEGAL SERVICES AT NO CHARGE TO MONTEREY COUNTY SENIORS 60 YEARS OF AGE AND OLDER WITH AN EMPHASIS ON SERVING THOSE WHO ARE SOCIALLY AND/OR ECONOMICALLY NEEDY. 0 0 679037 PROVIDING LEGAL SERVICES AT NO CHARGE TO MONTEREY COUNTY SENIORS 60 YEARS OF AGE AND OLDER WITH AN EMPHASIS ON SERVING THOSE WHO ARE SOCIALLY AND/OR ECONOMICALLY NEEDY. 679037 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 15 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 CA X ACCOUNTING DEPARTMENT 8318990492 11 THOMAS OWENS WAY 101 MONTEREY CA 93940 JOHN O'BRIEN PRESIDENT 2.00 X X 0 0 0 DANIEL GRIFFEE VICE PRESIDENT 2.00 X X 0 0 0 ALEX BLACK TREASURER 2.00 X X 0 0 0 CAT MINEO SECRETARY 2.00 X X 0 0 0 TIM FLANAGAN DIRECTOR 2.00 X 0 0 0 DONNNA AMBROSINI DIRECTOR 2.00 X 0 0 0 SHERI CLINE DIRECTOR 2.00 X 0 0 0 KENNETH KLEINKOPF DIRECTOR 2.00 X 0 0 0 MARY ANN LEFFEL DIRECTOR. 2.00 X 0 0 0 BRIAN TURLINGTON DIRECTOR 2.00 X 0 0 0 GEORGE MCINNIS DIRECTOR 2.00 X 0 0 0 ROBERT KRAMER DIRECTOR 2.00 X 0 0 0 WILLIAM FALOR III DIRECTOR 2.00 X 0 0 0 DAVE SCHOTT DIRECTOR 2.00 X 0 0 0 TERI SCARLETT INTERIM EXECUTIVE DIRECTOR 40.00 X X 103200 0 31670 KELLIE MORGANTINI FORMER INTERIM EXECUTIVE D 40.00 X 58610 0 289 161810 0 31959 1 1 0 0 0 92800 351134 511883 955817 71698 71698 13394 92800 90257 -76863 -76863 CAPITAL GAINS INCOME 900099 67613 67613 ENDOWMENT FUND GAIN 900099 2925 2925 70538 1021190 0 0 65373 166856 103393 40756 22707 497620 308352 121548 67720 116883 84589 31071 1223 50069 31025 12230 6814 37061 25665 9612 1784 11544 2534 9010 21297 1620 95 19582 85440 59167 22160 4113 3330 3155 154 21 1782 1289 493 9222 7562 1660 11719 8115 3040 564 OFFICE SUPPLIES 15467 10711 4011 745 TELEPHONE 14355 9941 3723 691 EQUIPMENT MAINTENANCE 14117 9776 3661 680 MEMBERSHIPS 6832 5706 906 220 16299 8971 5585 1743 1079893 679037 263239 137617 113405 100247 30251 31261 189867 63475 35766 35539 21665 9819 16356 11846 1817926 1911051 757044 696063 2960615 2849482 8978 2922 774977 723451 783955 726373 X 1912325 2001728 264335 121381 2176660 2123109 2960615 2849482 -58703 5152 0 X X 0 1 X 1 0 X 891672 811739 910559 922490 955817 4492277 891672 811739 910559 922490 955817 4492277 44704 4447573 43246 36581 42506 54356 71698 248387 98295 45330 153522 120781 106193 524121 5264785 0.84480 0.83160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 31021 0 2925 33946 28577 200 2244 31021 33143 -4566 28577 26142 7001 33143 25895 246 26142 1.00000 1 0 921 868 53 20744 8951 11793 11846 INVESTMENTS 1911051 F 1911051 ENDOWMENT FUND ASSETS 33945 RIGHT OF USE ASSET 662118 696063 ACCRUED VACATION 40875 OTHER ACCRUALS 1236 OPERATING LEASE LIABILITY 681340 723451 X 1125267 5152 98925 104077 1021190 0 1021190 1178818 98925 98925 1079893 0 1079893 PART V, LINE 4: THE ORGANIZATION HAS A DONOR RESTRICTED ENDOWMENT FUND FOR THE PURPOSE OF PROVIDING FREE LEGAL ASSISTANCE TO MONTEREY COUNTY SENIOR CITIZENS AGE 60 AND OLDER. PART X, LINE 2: PART X, QUESTION #2: FIN 48 THE ORGANIZATION HAS BEEN GRANTED TAX-EXEMPT STATUS BY THE INTERNAL REVENUE SERVICE UNDER CODE SECTION 501(C)(3). CERTAIN TYPES OF INCOME ARE CONSIDERED UNRELATED BUSINESS TAXABLE INCOME WHICH IS TAXED AT REGULAR CORPORATE INCOME TAX RATES. THE ORGANIZATION HAD NO UNRELATED BUSINESS TAXABLE INCOME DURING THE YEAR ENDED JUNE 30, 2023. THE ORGANIZATION BELIEVES THAT ITS TAX POSITIONS WILL, MORE LIKELY THAN NOT, BE SUSTAINED BASED ON THEIR TECHNICAL MERITS, SHOULD THERE BE AN EXAMINATION BY A TAXING AUTHORITY. CURRENTLY, THE 2022, 2021, 2020, AND 2019 TAX YEARS ARE OPEN AND SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES. HOWEVER, THE ORGANIZATION IS NOT CURRENTLY UNDER AUDIT NOR HAS THE ORGANIZATION BEEN CONTACTED BY ONE OF THE TAXING AUTHORITIES. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THEY TOOK NO UNCERTAIN TAX POSITIONS REQUIRING ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD. CIAO CIOPPINO 106194 92800 13394 84902 FISCAL YEAR END APPEAL 4 5355 106194 92800 13394 90257 90257 -76863 0 0 0 0 0 0 0 0 0 KELLIE MORGANTINI FORMER INTERIM EXECUTIVE D 58610 0 0 0 0 0 0 0 289 0 58899 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT OR FINANCE COMMITTEE REVIEWS AND APPROVES FORM 990 FOR ACCURACY AND COMPLETENESS AND SUBMITS TO THE BOARD FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD AND OFFICERS OF THE ORGANIZATION SHALL DISCLOSE IN WRITING ANY PERSON OR ANY BUSINESS ENTITY WITH WHICH THEY ARE AFFLIATED OR IN WHICH THEY HAVE ANY DIRECT OR INDIRECT INTEREST THAT PRESENTLY TRANSACTS BUSINESS OR IN ANY WAY ENGAGES IN ANY BUSINESS OR FINANCIAL DEALINGS WITH THE ORGANIZATION OR WHICH MIGHT REASONABLY BE EXPECTED TO DO SO IN THE FUTURE. WRITTEN DISCLOSURE SHALL BE MADE AT THE TIME THE DIRECTOR IS ELECTED OR APPOINTED, AND SHALL THEREAFTER BE UPDATED AND RESUBMITTED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 INDEPENDENT PERSONNEL COMMITTEE REVIEWS, AMONG OTHER THINGS, COMPARABLE DATA, AND MAKES RECOMMENDATIONS TO THE BOARD REGARDING STAFF/PERSONNEL MATTERS. THE ORGANIZATION HAS NO OTHER OFFICERS OR KEY EMPLOYEES OTHER THAN THOSE LISTED ON FORM 990, PART VII. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. THE METHOD OF THE OVERSIGHT HAS NOT CHANGED FROM THE PRIOR YEAR.