Nonprofit · EIN 77-0073127
LEGAL SERVICES FOR SENIORS
Tax-exempt · MONTEREY, CA 93940
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,196,951 | $1,253,708 | -$56,757 | $2,872,185 | $741,801 | $2,130,384 |
| June 30, 2024 | 990 | $1,021,190 | $1,079,893 | -$58,703 | $2,849,482 | $726,373 | $2,123,109 |
| June 30, 2023 | 990 | $1,007,792 | $1,147,805 | -$140,013 | $2,960,615 | $783,955 | $2,176,660 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $808,277
- of which government grants
- $163,431
- Program service revenue
- $263,125
- Investment income
- $119,949
- Net gain from sales of assets
- $46,094
- Net income from fundraising events
- $5,600
- Other revenue
- $5,600
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $139,787
- Other salaries and wages
- $623,768
- Salaries, compensation and benefits (total)
- $957,760
- Professional fundraising fees
- $0
- Accounting fees
- $35,460
- Occupancy
- $86,736
- Travel
- $3,780
- Depreciation
- $9,222
- Program services (functional)
- $773,764
- Management and general (functional)
- $260,018
- Fundraising (functional)
- $219,926
Balance sheet and other
- Total assets, start of year
- $2,849,482
- Total assets, end of year
- $2,872,185
- Total liabilities, end of year
- $741,801
- Net assets, end of year
- $2,130,384
- Land, buildings and equipment
- $8,710
- Publicly traded securities
- $1,395,536
- Net assets without donor restrictions
- $2,120,384
- Net assets with donor restrictions
- $10,000
- Gross receipts
- $1,515,649
- Employees
- 10
- Volunteers
- 16
- Year formed
- 1985
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TERI SCARLETT | EXECUTIVE DIRECTOR Officer | 40 | $136,424 |
| JOHN O'BRIEN | PRESIDENT Trustee or director, Officer | 2 | $0 |
| DANIEL GRIFFEE | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| CAT MINEO | SECRETARY Trustee or director, Officer | 2 | $0 |
| ALEX BLACK | TREASURER Trustee or director, Officer | 2 | $0 |
| DONNA AMBROSINI | DIRECTOR Trustee or director | 2 | $0 |
| SHERI CLINE | DIRECTOR Trustee or director | 2 | $0 |
| TIM FLANAGAN | DIRECTOR Trustee or director | 2 | $0 |
| KENNETH KLEINKOPF | DIRECTOR Trustee or director | 2 | $0 |
| MARY ANN LEFFEL | DIRECTOR Trustee or director | 2 | $0 |
| GEORGE MCINNIS | DIRECTOR Trustee or director | 2 | $0 |
| BRIAN TURLINGTON | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TERI SCARLETT | INTERIM EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $103,200 | $31,670 |
| KELLIE MORGANTINI | FORMER INTERIM EXECUTIVE D Former | 40 | $58,610 | $289 |
| JOHN O'BRIEN | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| DANIEL GRIFFEE | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| ALEX BLACK | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| CAT MINEO | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| TIM FLANAGAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DONNNA AMBROSINI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SHERI CLINE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KENNETH KLEINKOPF | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARY ANN LEFFEL | DIRECTOR. Trustee or director | 2 | $0 | $0 |
| BRIAN TURLINGTON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| GEORGE MCINNIS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ROBERT KRAMER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| WILLIAM FALOR III | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAVE SCHOTT | DIRECTOR Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KELLIE MORGANTINI | FORMER INTERIM EXECUTIVE DIRECTOR Former | 40 | $89,941 | $0 |
| TERI SCARLETT | INTERIM EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $59,045 | $18,848 |
| CREIGHTON MENDIVIL | FORMER EXECUTIVE DIRECTOR Former | 40 | $17,163 | $1,173 |
| JOHN O'BRIEN | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| ROB SIMPSON | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| ALEX BLACK | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| CAT MINEO | SECRETARY Trustee or director | 2 | $0 | $0 |
| TIM FLANAGAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JULIE ANN LOZANO | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LOUIS FRIZZELL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DANIEL GRIFFEE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DONNNA AMBROSINI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SHERI CLINE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BILLIE FRENCH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KENNETH KLEINKOPF | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARY ANN LEFFEL | DIRECTOR. Trustee or director | 2 | $0 | $0 |
| BRIAN TURLINGTON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| GEORGE MCINNIS | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 11 THOMAS OWENS WAY STE 101, MONTEREY, CA 93940-5816
- Principal officer (990 for 2024)
- TERI SCARLETT, 11 THOMAS OWENS WAY 101, MONTEREY, CA 93940
- Signed the 990
- TERI SCARLETT, EXECUTIVE DIRECTOR
- Phone
- (831) 899-0492
- Return prepared by
- GLENN BURDETTE
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0073127 or by the name LEGAL SERVICES FOR SENIORS.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
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.
Program accomplishments
- 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.Expenses $773,764 · revenue $263,125
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 77-0073127
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1985
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Crime and legal-related (I80Z)
- Assets (IRS master file)
- $2,872,185
- Income (IRS master file)
- $1,515,649
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,196,951 | $1,253,708 | $2,872,185 | IRS |
| 990 | June 2024 | $1,021,190 | $1,079,893 | $2,849,482 | XML |
| 990 | June 2023 | $1,007,792 | $1,147,805 | $2,960,615 | XML |
| 990 | June 2022 | $1,040,789 | $982,157 | $2,323,978 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 77-0073127).
Questions about LEGAL SERVICES FOR SENIORS
- What is the EIN of LEGAL SERVICES FOR SENIORS?
- The employer identification number (EIN) of LEGAL SERVICES FOR SENIORS is 77-0073127.
- Is LEGAL SERVICES FOR SENIORS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to LEGAL SERVICES FOR SENIORS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LEGAL SERVICES FOR SENIORS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LEGAL SERVICES FOR SENIORS due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEGAL SERVICES FOR SENIORS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of LEGAL SERVICES FOR SENIORS?
- The 990 for the year ended June 30, 2025 names TERI SCARLETT.
- Who are the officers and directors of LEGAL SERVICES FOR SENIORS?
- The 990 for the year ended June 30, 2025 lists 12 people; 1 received compensation from the organization, the highest $136,424 (TERI SCARLETT, EXECUTIVE DIRECTOR).
- How much revenue does LEGAL SERVICES FOR SENIORS have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,196,951, expenses of $1,253,708 and total assets of $2,872,185 at year end.
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All nonprofits in MONTEREY · California · Crime and legal-related