2023-09-15T07:44:01-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2022-01-01 591156260 COMMUNITY LEGAL SERVICES OF MID-FLORIDA INC COMM 4078417777 122 E COLONIAL DR 200 ORLANDO FL 32801 JEFFREY D HARVEY ESQ CHIEF EXECUTIVE OFFICER 4078417777 2023-09-13 1 JEFFREY HARVEY ESQ 999009999 0 AMY CHAPMAN P00843460 4078021200 2023-09-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JEFFREY D HARVEY ESQ 122 E COLONIAL DR 200 ORLANDO FL 32801 12234456 0 X WWW.CLSMF.ORG X 1966 FL TO PROVIDE ACCESS TO JUSTICE THROUGH HIGH QUALITY LEGAL ASSISTANCE TO LOW INCOME PERSONS. 14 14 139 1600 0 0 10822621 12115950 31325 16758 207000 71639 6480 6480 11067426 12210827 0 0 0 0 8597411 9315043 0 0 422748 2576286 2955563 11173697 12270606 -106271 -59779 10144490 10215374 2649941 3142115 7494549 7073259 PROVIDES NO-COST LEGAL SERVICES TO THE MOST VULNERABLE IN CENTRAL FLORIDA, HELPING THEM PROTECT THEIR FAMILIES, HEALTH, AND LIVELIHOOD. 0 0 9053358 16758 COMMUNITY LEGAL SERVICES IS A FULL SERVICE CIVIL LEGAL AID LAW FIRM THAT PROMOTES LEGAL AID FOR ALL. APPROXIMATELY 92% OF LOW-INCOME AMERICANS' DO NOT RECEIVE ENOUGH OR ANY LEGAL ASSISTANCE FOR A CIVIL LEGAL ASSISTANCE (SEE LSC 2022 JUSTICE GAP REPORT). NEARLY ONE MILLION PEOPLE IN CENTRAL FLORIDA QUALIFY FOR OUR SERVICES. OUR LAWYERS AND ADVOCATES PROVIDE NO-COST LEGAL AID, HELPING APPROXIMATELY 10,000 INDIVIDUALS AND THEIR FAMILIES IN CENTRAL FLORIDA EACH YEAR. WE HELP VULNERABLE AND LOW INCOME PEOPLE RESOLVE CIVIL LEGAL MATTERS THAT MAKE A DIFFERENCE IN THEIR EVERYDAY LIVES, INCLUDING PROTECTING THEIR FAMILIES, HEALTH AND LIVELIHOOD. 9053358 1 1 0 0 0 0 0 0 1 0 1 0 0 0 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 1 139 1 0 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 FL X THERESA KOZUB CHIEF FINANCIAL OFFICER 4079367689 122 E COLONIAL DR 200 ORLANDO FL 32801 KEVIN ROSS-ANDINO PRESIDENT 5.00 X X 0 0 0 SHERRI AKIN VICE PRESIDENT 1.00 X X 0 0 0 JAMES ARGENTO TREASURER 1.00 X X 0 0 0 SCOTT OWENS SECRETARY 1.00 X X 0 0 0 MELISSA MILLER DIRECTOR 1.00 X 0 0 0 SAKEENA NIX DIRECTOR 1.00 X 0 0 0 TARNECIA O'BERRY DIRECTOR 1.00 X 0 0 0 CARRIE RENTZ DIRECTOR 1.00 X 0 0 0 WYNN VICKERS DIRECTOR 1.00 X 0 0 0 JOHN BARTLEY DIRECTOR 1.00 X 0 0 0 CASSANDRA BROWN DIRECTOR 1.00 X 0 0 0 JOE COLOMBO DIRECTOR 1.00 X 0 0 0 CYNTHIA HAMILTON-SMITH DIRECTOR 1.00 X 0 0 0 JOSEPH MASON DIRECTOR 1.00 X 0 0 0 JEFFREY HARVEY CHIEF EXECUTIVE OFFICER 40.00 X 177331 0 12366 THERESA KOZUB CHIEF FINANCIAL OFFICER 40.00 X 112280 0 13012 DANIELLE HARRIS CHIEF PROGRAM OFFICER 40.00 X 123282 0 20559 NADIA SOULOUQUE CHIEF HUMAN RESOUTCES OFFICER 40.00 X 113236 0 26517 526129 0 72454 4 0 1 0 CHARTER TECH SERVICES 302 WASHINGTON ST SAN DIEGO CA 92103 IT SERVICES AND CONSULTING 327195 CMG ORLANDO TV PO BOX 809615 CHICAGO IL 606809615 ADVERTISING 107400 2 9932267 2183683 12115950 ATTORNEY FEES 541100 16758 16758 16758 74752 74752 6480 0 6480 6480 6480 20516 23629 -3113 -3113 -3113 12210827 16758 0 78119 313173 18776 247455 46942 6874223 5295875 1369911 208437 238574 183698 48321 6555 1365505 1022524 294715 48266 523568 388344 116750 18474 34246 34246 60466 60466 14664 14664 315625 234107 70381 11137 341811 253531 76220 12060 685303 513014 149043 23246 141337 113055 24027 4255 22415 22415 168821 129001 34178 5642 178580 134598 37757 6225 CONTRACT SERVICES 790578 596037 166979 27562 DUES AND FEES 66502 48931 15599 1972 TRAINING 63823 51058 10850 1915 71392 70809 523 60 12270606 9053358 2794500 422748 1892247 2654401 3706255 1785476 666440 1241227 4917 19108 87916 188797 6165216 2519643 3786715 3645573 0 680792 10144490 10215374 604947 645668 1368756 1087258 4557 4557 671081 646664 600 757968 2649941 3142115 X 6857686 6483885 636863 589374 7494549 7073259 10144490 10215374 -59779 -361511 0 X X 0 1 X 1 1 1 X 9390465 10283665 11698301 10822621 12115950 54311002 9390465 10283665 11698301 10822621 12115950 54311002 54311002 20512 66763 154612 213480 81323 536690 54847692 86932 0.99020 0.99060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 925482 925482 4654195 1978546 2675649 585539 541097 44442 3645573 OPERATING LEASE RIGHT-OF-USE ASSETS 662390 FINANCE LEASE RIGHT-OF-USE ASSETS 18402 680792 RENT DEPOSITS 600 OPERATING LEASE OBLIGATION 731379 FINANCE LEASE OBLIGATION 17739 LINE OF CREDIT 8250 757968 X 12387265 -361511 552613 191102 12196163 14664 14664 12210827 12808555 552613 552613 12255942 14664 14664 12270606 PART IV, LINE 2B: CLIENT TRUST FUNDS ARE HELD ON BEHALF OF THE CLIENTS. PART X, LINE 2: THE ORGANIZATION FOLLOWS THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THIS GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS. THE IMPLEMENTATION OF THIS STANDARD HAS NO IMPACT ON THE ORGANIZATION'S FINANCIALS STATEMENTS. 1 0 0 0 0 0 0 0 0 0 JEFFREY HARVEY CHIEF EXECUTIVE OFFICER 176131 0 0 0 1200 0 8903 0 3463 0 189697 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B AFTER REVIEW BY THE CFO, THE 990 IS SUBMITTED TO THE CEO AND BOARD TREASURER FOR COMMENT AND APPROVAL. THE 990 IS THEN SENT TO ALL BOARD MEMBERS FOR ADDITIONAL REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART IV, SECTION A, LINE 8 THE EXECUTIVE COMMITTEE IS CONSISTED OF THE PRESIDENT (WHO SHALL SERVE AS CHAIR OF THE COMMITTEE), VICE PRESIDENT, SECRETARY, TREASURER, THE IMMEDIATE PAST-PRESIDENT, AND UP TO TWO (2) ADDITIONAL DIRECTORS WHO ARE SELECTED BY THE PRESIDENT AND WHO CONSENT TO SERVE ON THIS COMMITTEE. THE EXECUTIVE COMMITTEE IS AUTHORIZED TO ACT ON BEHALF OF THE FULL BOARD AS TO ALL MATTERS SPECIFICALLY DELEGATED TO IT BY A VOTE OF A MAJORITY OF THE DIRECTORS PRESENT AT A MEETING. THE EXECUTIVE COMMITTEE IS ALSO AUTHORIZED TO ACT ON BEHALF OF THE BOARD AS TO THOSE MATTERS REQUIRING PROMPT BOARD ACTION WHERE IT WOULD BE IMPRACTICABLE TO TIMELY CONVENE A FULL BOARD MEETING, PROVIDED THAT ALL SUCH EXECUTIVE COMMITTEE ACTION SHALL BE REPORTED TO THE FULL BOARD AT THE NEXT SCHEDULED BOARD MEETING. THE EXECUTIVE COMMITTEE SHALL ALSO HAVE THE ADDITIONAL DUTIES AND RESPONSIBILITIES AS MAY BE DESCRIBED IN A SEPARATE DOCUMENT APPROVED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS PART OF THE BOARD POLICY MANUAL. EACH BOARD MEMBER AND OFFICER IS EXPECTED TO EXERCISE GOOD JUDGMENT IN DETERMINING WHETHER A CONFLICT OR THE APPEARANCE OF A CONFLICT EXISTS. THE BOARD FOLLOWS THE AMERICAN BAR ASSOCIATION FORMAL OPINION 345 WHICH IS PART OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 15A. CHIEF EXECUTIVE OFFICER IS EVALUATED ANNUALLY BY THE BOARD. THE FULL BOARD APPROVES ALL SALARY INCREASES FOR THE CEO. 15B. KEY EMPLOYEES ARE REVIEWED BY THE CEO AND APPROVED IN THE BUDGET PROCESS BY THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAINTAINS ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ON A SHARED DRIVE AND THEY ARE ALSO AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2B THE PROCESS FOR THE OVERSIGHT OF THE AUDIT AND SELECTION AND SUPERVISION OF THE ORGANIZATION'S INDEPENDENT AUDITOR HAS REMAINED CONSISTENT WITH THE PRIOR YEAR.