2023-08-10T07:08:11-07:00 2022-12-31 593478492 Reeder & Associates PA 3339 W Bearss Avenue Tampa FL 33618 990 2022-01-01 591171886 BAY AREA LEGAL SERVICES INC BAYA 8132321222 1302 N 19th St Tampa FL 33605 Richard Woltmann President and CEO 8132321222 2023-08-07 true Richard Woltmann true Rick Reeder CPA P00063034 8139085310 2023-08-10 3 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z Richard Woltmann 1302 N 19th St Ste 400 Tampa FL 33605 12522475 false X www.BALS.org X 1967 FL Bay Area Legal Services is a regional, non-profit public interest law firm providing the highest quality legal counsel by assisting individuals and non-profit groups with limited access to legal services, resolving the legal problems of our clients, and preserving the independence, hope, and dignity of those we serve. 21 21 189 300 0 0 14631288 12498640 0 1265 7834 5389 5359 14637942 12511833 310981 375914 0 10549109 10836723 0 296620 1856984 2144968 12717074 13357605 1920868 -845772 8281184 12705960 1311005 6947143 6970179 5758817 Bay Area Legal Services is a regional, non-profit public interest law firm providing the highest quality legal counsel by assisting individuals and non-profit groups with limited access to legal services, resolving the legal problems of our clients, and preserving the independence, hope, and dignity of those we serve. false false 12068056 375914 0 BALS strives to provide a safe, stable, and secure environment to low-income and vulnerable clients by proactively responding to community needs as they arise including: - Survivors of domestic violence and human trafficking seeking independence and safety from their abusers. - People with housing insecurities, preventing unlawful foreclosure and eviction for low-income families. - Seniors 60+, preserving their housing, fighting exploitation and abuse, and more. - Veterans seeking access to hard-earned health benefits and other promised resources. - Disaster victims, assisting with insurance denials, contractor issues, consumer and debt problems, and more. - Children and teens in foster care, advocating for their rights and safety. - People with limited means needing assistance to resolve taxpayer disputes and claims. - Small businesses and other charities, promoting informed entrepreneurship in low-income communities. 12068056 true true false false false false false false true true true true false true true false true false false false false false false false true false false true false true false false false false false false false false false false false false false false false false false false true 34 0 true 189 true false false false false false false false false false false false false X 21 21 false false false false false false false true true false false true true true true true true true true false FL X Lynn Abbott 8132321222 1302 N 19th St Ste 400 Tampa FL 33605 Richard Woltmann President and CEO 37.50 X 205905 0 24069 Joan Boles Deputy Director 37.50 X 145866 0 14975 JP LaCasse COO 37.50 X 134404 0 6591 Lisa Brody Assistant Deputy Director 37.50 X 119780 0 16032 Lynn Abbott CFO 37.50 X 97856 0 12678 Andrew O'Malley Esq Chairperson 2.00 X X 0 0 0 Tori Simmons Esq Chairperson-Elect 2.00 X X 0 0 0 Vivian Cortes Hodz Esq Secretary 2.00 X X 0 0 0 Sarah Lahlou-Amine Esq Treasurer 2.00 X X 0 0 0 Yohance Pettis Esq Director 2.00 X 0 0 0 Cynthia Davis-Gryce Director 2.00 X 0 0 0 Yolanda V Lee Director 2.00 X 0 0 0 Adriana Huapilla Director 2.00 X 0 0 0 Valorie Hoppenworth Director 2.00 X 0 0 0 Michael Bedke Esq Director 2.00 X 0 0 0 Barbara Williams Director 2.00 X 0 0 0 Paul Martinez Director 2.00 X 0 0 0 David T Knight Esq Director 2.00 X 0 0 0 Rebecca C Bell Director 2.00 X 0 0 0 Jeff Cox Esq Director 2.00 X 0 0 0 Ella A Shenhav Esq Director 2.00 X 0 0 0 Victor Van Pelt Director 2.00 X 0 0 0 Caroleen B Brej Esq Director 2.00 X 0 0 0 Jim Thaler Esq Director 2.00 X 0 0 0 Alex Sarsfield Esq Director 2.00 X 0 0 0 Linda Anderson Stanley Esq Director 2.00 X 0 0 0 Mary E Haberland Attorney-Team Leader 37.50 X 120775 0 13873 James W Hengelbrok Jr Attorney-Team Leader 37.50 X 119004 0 13835 Carol S Moody Attorney-Team Leader 37.50 X 117662 0 5597 Clarence Martin Lawyer III Attorney 37.50 X 117098 0 5630 Gale Pinkston Managing Team Leader 37.50 X 106296 0 24328 1284646 0 137608 13 false true false 454769 6382 10392820 1644669 7392 12498640 7834 0 7834 14612 6382 10642 3970 0 3970 Other Income 900099 1389 1389 0 0 1389 12511833 1389 0 11804 375914 375914 703811 331399 372412 0 8234781 7693575 350321 190885 301189 268347 26549 6293 942029 842742 61263 38024 654913 585021 55289 14603 31000 0 31000 0 139798 138423 400 975 244783 240937 2553 1293 137725 121181 9353 7191 1194631 1103009 81593 10029 41189 41072 43 74 41587 40397 1190 0 12580 12580 0 0 Repair and Maint. 9593 9593 0 0 Other 173974 147898 963 25113 Library expense 46049 43909 0 2140 Hiring costs 72059 72059 0 0 13357605 12068056 992929 296620 439786 193578 2700153 2684128 1487315 1449145 165192 181859 544427 366881 245999 177546 3236390 2881006 6349 5138698 8281184 12705960 779953 860957 466171 833711 6349 7506 58532 5244969 1311005 6947143 X 6284205 5126194 685974 632623 6970179 5758817 8281184 12705960 -845772 -365590 X false true X true true true X 0 9514074 10164502 11076924 14631288 12498640 57885428 0 21712 21712 21712 21712 21712 108560 9535786 10186214 11098636 14653000 12520352 57993988 0 57993988 13581 12292 2294 1265 7834 37266 0 0 58031254 0.99940 0.99930 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false 6349 12107 10950 7506 true X 3261390 39925 -365590 19994 2915731 2770327 81474 425805 16216 3261390 2424915 71875 283103 9566 2770327 2045175 36270 348762 5292 2424915 2172297 36500 -163622 2045175 0.78000 0.12000 0.10000 true false 0 60000 60000 240000 123200 116800 39207 38461 746 205220 205220 0 177546 Funds held in trust by the Community Foundation 2881006 F 2881006 Right-of-use asset, operating leases 5131192 Clients' trust deposits 7506 5138698 Operating lease liability 5244969 5244969 13086234 -365590 929349 563759 12522475 -10642 -10642 12511833 14297596 929349 10642 939991 13357605 13357605 Pt IV, Line 2b The Organization holds funds for clients and reports them on the statement of financial position as an asset and liability. Pt V, Line 4 The spending policies of the individual funds are as follows: William Reece Smith, Jr./Bay Area Legal Services Fund - The Foundation can make yearly grants to the Organization up to 4% of the fund's fair value upon written request from the Organization. If the Organization chooses to request the grant funds, the funds must be used in the operations of the Organization. Capital Improvement Fund - The Organization has a spending policy of appropriating for distribution each year 7% of its capital improvement fund's fair value. In establishing this policy, the Organization considered the long-term expected investment return on its funds. The Organization adopted the investment policy of the Foundation with respect to these funds. Judge Robert J. Simms Memorial Fund - The Foundation can make yearly grants to the Organization based on a "5/7 3 year look back" spending policy. Upon written request from the Organization, the yearly grant is based on the average return for the past three years with a minimum distribution of 5% of the fund's fair value and a maximum of 7%. If the Organization chooses to request the grant funds, the funds must be used in the operations of the Organization. L. David Shear Family Endowment for Bay Area Legal Services - The Foundation can make yearly grants to the Organization up to 4% of the fund's fair value upon written request from the Organization. If the Organization chooses to request the grant funds, the funds must be used in the operations of the L. David Shear Children's Law Center. Veteran's Legal Initiative Endowment Fund - The Foundation can make yearly grants to the Organization up to 4% of the fund's fair value upon written request from the Organization. If the Organization chooses to request the grant funds, the funds must be used in support of providing legal services to veterans. Don M. Stichter Fellow Endowment - The net earnings of the fund are reserved for use by the Organization in support of providing legal services to preserve home ownership for low-income senior citizens in Tampa Bay. Pt XI, Line 4b Direct expense of fundraising events of $10,642 netted against gross income of fundraising events. Pt XII, Line 2d Direct expense of fundraising events of $10,642 netted against gross income of fundraising events. Justice for Veterans Benefit Concert 20994 6382 14612 6950 3692 20994 6382 14612 6950 3692 10642 3970 true Community Law Program Inc 501 1st Ave N Ste 519 St Petersburg FL 33701 592970727 64445 legal services Legal Aid of Manasota Inc 1900 Main St Ste 302 Sarasota FL 34236 650265426 28319 legal services Legal Services of North Florida Inc 2119 Delta Blvd Tallahassee FL 32303 510197090 100000 legal services Jacksonville Area Legal Aid Inc 126 W Adams St Jacksonville FL 32202 590696291 100000 legal services The Spring of Tampa Bay PO Box 5147 Tampa FL 33675 591777135 58009 victim advocate services Sunrise of Pasco County 12724 Smith Rd Dade City FL 33525 592284119 9224 victim advocate services Wheels of Success 4100 W Kennedy Blvd Ste 130 Tampa FL 33609 562372792 15917 family services 7 0 X X false false false false false false false false false Richard Woltmann 205905 0 0 0 0 0 8633 0 15436 0 229974 0 0 0 Joan Boles 145866 0 0 0 0 0 5999 0 8976 0 160841 0 0 0 Pt VI, Line 11b The Form 990 will be posted on the Board of Directors' section of the Organization's electronic office manual for review before it is filed with the IRS.The Board of Directors will be required to reply in the affirmative that they have reviewed the 990. Pt VI, Line 12c The Organization has a conflict of interest policy that the Board of Directors reviews annually. Pt VI, Line 15a The Board of Directors completes an annual written evaluation of the President and CEO. The evaluation consists of a review of major accomplishments of the prior year, a review of goals set the prior year, the creation of goals for the upcoming year, and a conclusion. A draft evaluation is prepared by the Board Chairperson, shared with all Board members, modified if necessary, signed by the Board Chairperson, and presented to the President and CEO. The evaluation is used as the base for consideration of an annual raise. The Board of Directors as a whole must approve the President and CEO's annual raise in advance of the adjustment. Periodically the Board Chairperson examines comparative salary data by reviewing the salaries of the Executive Directors/CEO's of other legal service programs in Florida of similar size, the salaries of Executive Directors/CEO's of non-profit organizations of similar size, and the salaries of managing partners of law firms in the private sector to determine the reasonableness of the President/CEO's salary. Pt VI, Line 15b An employee shall be paid in accordance with their formal training and experience. Merit or COLA increases shall not be granted unless the President/CEO or his designee shall have first certified on a performance evaluation that the job performance for that employee has been found to be satisfactory or above. All salary increases shall be contingent upon the availability of funds as determined by the Board. Pt VI, Line 19 The Organization provides these documents upon request.