2025-11-17T14:01:46-06:00 2024-12-31 331498605 PLANTE & MORAN PLLC 401 EDGEWATER PLACE SUITE 300 WAKEFIELD MA 018806208 990 2024-01-01 046004303 MASSACHUSETTS LAW REFORM INSTITUTE INC MASS 6173570700 40 COURT STREET SUITE 700 BOSTON MA 02108 GEORGIA KATSOULOMITIS EXECUTIVE DIRECTOR 6173570700 2025-11-14 1 0 X JODY K BOOTH P00963825 7812459999 2025-11-14 2024 2025-03-06 01:10:19Z GEORGIA KATSOULOMITIS 40 COURT ST SUITE 700 BOSTON MA 02108 9928448 0 X MLRI.ORG X 1937 MA REFER TO SCHEDULE O, PAGE 37MASSACHUSETTS LAW REFORM INSTITUTE IS A NON-PROFIT ORGANIZATION THAT PROVIDES STATEWIDE ADVOCACY AND LEADERSHIP IN ADVANCING LAWS, POLICIES, AND PRACTICES TO SECURE ECONOMIC, RACIAL, AND SOCIAL JUSTICE FOR LOW-INCOME PEOPLE AND COMMUNITIES. 13 13 46 12 0 0 7982020 8069004 1193455 1215597 231520 583540 261456 60307 9668451 9928448 0 0 0 0 4189830 4997166 0 0 222358 1875353 2083993 6065183 7081159 3603268 2847289 22873672 25418728 7598590 7296357 15275082 18122371 LEGAL SERVICES TO BENEFIT THE POOR. 0 0 396343 499795 LEGAL SERVICES TO BENEFIT THE POOR. 580721 641507 LEGAL SERVICES TO BENEFIT THE POOR - WEBSITE ADVOCATE 4159822 74295 LEGAL SERVICES TO BENEFIT THE POOR FOR IMMIGRATION, HOMELESSNESS/HOUSING AND BENEFITS. 5136886 1 1 0 1 0 0 0 0 0 1 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 35 0 46 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X MASSACHUSETTS LAW REFORM INSTITUTE INC 6173570700 40 COURT STREET SUITE 700 BOSTON MA 02108 HON EDWARD P LEIBENSPERGER PRESIDENT 7.00 X X 0 0 0 KENNETH BERMAN ESQ VICE PRESIDENT 3.00 X X 0 0 0 RICHARD C ALLEN ESQ TREASURER 3.00 X X 0 0 0 TIM SCALONA CLERK 3.00 X X 0 0 0 JOHN J CARROLL JR ESQ TRUSTEE 1.00 X 0 0 0 RUTH ELLEN FITCH TRUSTEE 1.00 X 0 0 0 MARTHA KOSTER ESQ TRUSTEE 1.00 X 0 0 0 LINDA MONTGOMERY TRUSTEE 1.00 X 100 0 0 WILL OGBURN ESQ TRUSTEE 1.00 X 0 0 0 DYLAN O'SULLIVAN ESQ TRUSTEE 1.00 X 0 0 0 DEAN RICHLIN ESQ TRUSTEE 1.00 X 0 0 0 RENEE SPENCER TRUSTEE 1.00 X 50 0 0 GLADYS VEGA TRUSTEE 1.00 X 0 0 0 CHARLES E WALKER JR ESQ TRUSTEE 1.00 X 0 0 0 GEORGIA KATSOULOMITIS EXECUTIVE DIRECTOR 40.00 X 212278 0 20122 MELBA ABREU COO/CFO 40.00 X 199440 0 36659 ANNETTE DUKE SENIOR HOUSING STAFF ATTORNEY 40.00 X 140313 0 30948 JAMIE SABINO DEPUTY DIRECTOR OF ADVOCACY 40.00 X 133278 0 39233 ROCHELLE HAHN DIR MA LEGAL AID WEBSITES-ATTORNEY 40.00 X 133401 0 32928 IRIS GOMEZ SENIOR IMMIGRATION ATTORNEY 40.00 X 132078 0 33118 VICKY PULOS SENIOR HEALTH LAW STAFF ATTORNEY 40.00 X 132491 0 19964 1083429 0 212972 18 0 1 0 CHARLES GROUP CONSULTING 128A TREMONT STREET BOSTON MA 02108 CONSULTANT 107677 1 8069004 12291 8069004 CONTRACT SERVICES & HO 541100 1215597 1215597 1215597 583540 583540 OTHER INCOME 900099 60307 60307 60307 9928448 1275904 0 583540 3914220 2855958 921421 136841 791731 584993 190015 16723 291215 213296 69261 8658 35000 2958 32042 23686 23686 5999 4379 1440 180 117545 72908 32651 11986 852441 622736 204842 24863 30319 18706 1821 9792 27421 14519 7181 5721 22230 22230 19583 14392 4616 575 CONTRACT SERVICES 822099 626785 193366 1948 MISCELLANEOUS EXPENSE 65302 62680 2622 BOOKS & PUBLICATIONS 28144 20684 6634 826 TELEPHONE 15071 11076 3553 442 19153 10816 7156 1181 7081159 5136886 1721915 222358 6406804 6320676 4330529 4561516 103566 106874 138769 43040 106209 95729 5189293 8200120 6737271 6133813 22873672 25418728 430202 697836 7168388 6598521 7598590 7296357 X 10610423 12731766 4664659 5390605 15275082 18122371 22873672 25418728 2847289 0 X 0 1 X 1 0 X 3978957 4896438 6250594 7982020 8069004 31177013 3978957 4896438 6250594 7982020 8069004 31177013 31177013 1770 1559 24764 231520 583540 843153 1105235 1741019 1196900 1454911 1275904 6773969 38794135 0.80370 0.80180 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CONTRACT SERVICES HONORARIUM - 2020 AMOUNT: $ 945,115. 2021 AMOUNT: $ 1,738,576. 2022 AMOUNT: $ 1,026,502. 2023 AMOUNT: $ 1,193,455. 2024 AMOUNT: $ 1,215,597. IMPACT LITIGATION SETTLEMENTS - 2020 AMOUNT: $ 160,120. 2023 AMOUNT: $ 100,000. 2024 AMOUNT: $ 0. MISCELLANEOUS INCOME - 2021 AMOUNT: $ 2,443. 2022 AMOUNT: $ 25,507. 2023 AMOUNT: $ 161,456. 2024 AMOUNT: $ 60,307. GAIN ON LEASE MODIFICATION - 2022 AMOUNT: $ 144,891. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24364 109109 133473 6947686 7081159 504058 126015 0 0 399828 415661 453259 504058 1772806 2659209 189373 139551 149766 133473 612163 99957 103915 113315 126015 443202 664803 14069 37363 29026 24364 104822 8233866 1000000 394175 9628041 5414438 2684165 135263 8233866 1163545 4234978 15915 5414438 1122928 40000 617 1163545 1041790 80000 1138 1122928 0.98603 0.01355 0.00042 0 0 103115 19596 83519 35654 23444 12210 95729 RIGHT-OF-USE ASSETS UNDER OPERATING LEASES 6133813 6133813 OPERATING LEASE OBLIGATIONS 6598521 6598521 X 10084623 179861 179861 9904762 23686 23686 9928448 7237334 179861 179861 7057473 23686 23686 7081159 PART V, LINE 4: THE SUSTAINABILITY FUND IS INTENDED TO PROVIDE AN INTERNAL SOURCE OF FUNDS FOR TWO USES: (A) AS AN INTERNAL LINE OF CREDIT WHEN THE ORGANIZATION'S WORKING CAPITAL IS INSUFFICIENT TO ADDRESS CASH FLOW NEEDS AND (B) TO BE AVAILABLE IN THE EVENT OF A SHORTFALL OF GENERAL OPERATING CASH DUE TO UNEXPECTED CIRCUMSTANCES. THE BOARD'S GOAL IS TO MAINTAIN AN AMOUNT, INCLUDING INVESTMENT GROWTH, SUFFICIENT TO FUND ONGOING OPERATIONS FOR AT LEAST NINE MONTHS. THE CAPITAL ASSET RESERVE PROVIDES AN INTERNAL SOURCE OF FUNDS FOR REPAIR, REPLACEMENT OR ACQUISITION OF FURNITURE, FIXTURES AND EQUIPMENT. THE IMPACT FUND PROVIDES AN INTERNAL SOURCE OF FUNDS TO EXPAND OR STRENGTHEN THE ORGANIZATION, WITHOUT RESORTING TO THE USE OF THE SUSTAINABILITY FUND OR CAPITAL ASSET RESERVE. PRIOR APPROVAL OF THE FINANCE COMMITTEE AND BOARD OF TRUSTEES IS REQUIRED. PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS RECOGNIZED THE ORGANIZATION AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE WHICH PROVIDES FOR THE EXEMPTION OF ORGANIZATIONS THAT ARE ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES AND WHOSE NET EARNINGS DO NOT INURE TO THE BENEFIT OF ANY PRIVATE SHAREHOLDER OR INDIVIDUAL. IN DETERMINING THE RECOGNITION OF UNCERTAIN TAX POSITIONS, THE ORGANIZATION APPLIES A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AND DETERMINES THE MEASUREMENT OF UNCERTAIN TAX POSITIONS CONSIDERING THE AMOUNTS AND PROBABILITIES OF THE OUTCOMES THAT COULD BE REALIZED UPON ULTIMATE SETTLEMENT WITH TAXING AUTHORITIES. AS OF DECEMBER 31, 2024, THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS GENERALLY SUBJECT TO POTENTIAL EXAMINATION BY TAXING JURISDICTIONS FOR THE PRIOR THREE YEARS. X 0 0 0 0 0 0 0 0 0 MELBA ABREU COO/CFO 199440 0 0 0 0 0 0 0 36659 0 236099 0 0 0 GEORGIA KATSOULOMITIS EXECUTIVE DIRECTOR 212278 0 0 0 0 0 0 0 20122 0 232400 0 0 0 JAMIE SABINO DEPUTY DIRECTOR OF ADVOCACY 133278 0 0 0 0 0 0 0 39233 0 172511 0 0 0 ANNETTE DUKE SENIOR HOUSING STAFF ATTORNEY 140313 0 0 0 0 0 0 0 30948 0 171261 0 0 0 ROCHELLE HAHN DIR MA LEGAL AID WEBSITES-ATTORNEY 133401 0 0 0 0 0 0 0 32928 0 166329 0 0 0 IRIS GOMEZ SENIOR IMMIGRATION ATTORNEY 132078 0 0 0 0 0 0 0 33118 0 165196 0 0 0 VICKY PULOS SENIOR HEALTH LAW STAFF ATTORNEY 132491 0 0 0 0 0 0 0 19964 0 152455 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE AUDITOR AND REVIEWED BY THE ORGANIZATION'S FINANCIAL OFFICER. THE FORM 990 WAS DISTRIBUTED TO THE BOARD FOR REVIEW AND COMMENT BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS PERIODICALLY VERIFY THE CONFLICT OF INTEREST POLICY AND PROVIDE NOTIFICATION IF CONFLICTS ARISE. FORM 990, PART VI, SECTION B, LINE 15 SALARIES OF THE EXECUTIVE DIRECTOR AND ALL STAFF ARE SET PERIODICALLY, WITH THE EXECUTIVE DIRECTOR'S COMPENSATION SET BY THE BOARD OF TRUSTEES AND WITH THE COMPENSATION OF OTHER STAFF MONITORED BY THE BOARD OF TRUSTEES. A REVIEW OF SALARIES PAID BY COMPARABLE ORGANIZATIONS WAS LAST DONE IN 2023 FOR BOTH THE STAFF AND THE EXECUTIVE DIRECTOR. ALL SALARIES ARE ON SALARY SCALES, WITH THE SALARY PAID DEPENDENT ON NUMBER OF YEARS OF EXPERIENCE. OFFICERS ARE CURRENTLY NOT COMPENSATED. FORM 990, PART VI, SECTION C, LINE 19 THE PROGRAMS ARTICLES OF INCORPORATION, INCLUDING ITS STATEMENT OF PURPOSE, ARE AVAILABLE AT THE MASSACHUSETTS SECRETARY OF STATE'S OFFICE. ITS ANNUAL AUDITS ARE AVAILABLE AT THE PROGRAM'S MAIN FUNDER, THE MASSACHUSETS LEGAL ASSISTANCE CORP., AND ARE ALSO AVAILABLE TO THE PUBLIC THROUGH THE MASSACHUSETTS ATTORNEY GENERAL'S CHARITABLE DIVISION. THE BYLAWS ARE ALSO AVAILABLE TO THE PUBLIC THROUGH THE MASSACHUSETTS ATTORNEY GENERAL'S CHARITABLE DIVISION.