2024-06-22T16:37:46-05:00 2023-09-30 651083521 Holyfield & Thomas LLC 125 Butler Street West Palm Beach FL 33407 990 2022-10-01 596046994 Legal Aid Society of Palm Beach County Inc LEGA 5616558944 423 Fern Street 200 West Palm Beach FL 33401 Robert Bertisch Executive Director 5616558944 2024-06-21 1 Robert Bertisch 999009999 0 Scott Y Haynes CPA P01366363 5616896000 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Robert Bertisch 423 Fern Street 200 West Palm Beach FL 33401 13849970 0 X www.legalaidpbc.org X 1970 FL To provide high quality civil legal advice, representation, and education to the disadvantaged of Palm Beach County so as to protect their personal safety, improve their lifestyle and living conditions and promote self-sufficiency. 34 34 179 1350 0 0 12745411 13064011 165611 196621 21866 143264 -134350 240263 12798538 13644159 793006 169695 0 0 10221979 10606804 0 0 249197 1603916 1850263 12618901 12626762 179637 1017397 9373592 12541658 4051603 6149066 5321989 6392592 X To provide high quality civil legal advice, representation, and education to the disadvantaged of Palm Beach County so as to protect their personal safety, improve their lifestyle, living conditions and promote self-sufficiency. 0 0 4585706 The Foster Children's Project - The Children Advocacy represents children from birth to age 12 and their siblings who are placed in licensed custody of the State of Florida. Following appointment by the Juvenile Court, Foster Children's Project attorneys represent children in all court and administrative proceedings to keep them safe from abuse and neglect and to ensure that they reach permanent placement either with their biological parents or adoptive parents within a 12-month timeframe. During FY 2022-2023, Foster Children's Project attorneys represented 458 clients in foster care. 2320142 500 The Fair Housing Project - The Individual Rights Advocacy project provides community outreach, education, advocacy and enforcement activities with regard to fair housing laws to ensure that no one in Palm Beach, Martin, Okeechobee, Hendry and St. Lucie counties is denied housing on the basis of race, sex, color, religion, national origin, handicap, familial status, sexual orientation, age, marital status, or gender identity and expression. In addition to representing victims of fair housing discrimination, the Fair Housing Project also represents tenants facing eviction to ensure their rights provided under the Florida Landlord Tenant Act are enforced. In FY 2022-23, Legal Aid's Fair Housing Project staff served 1,580 clients. 2002025 The Elder Law Project - Elder Advocacy provides legal advice, consultation, education and representation to economically and socially disadvantaged seniors (55+) in the areas of elderly abuse and exploitation, housing law, real property law, consumer law, guardianship matters, family law, and government benefits (Social Security, Supplemental Security Income [SSI] Medicare and Medicaid). In FY 2022-2023, Legal Aid's Elder Law Project staff served 1,443 socially and economically disadvantaged seniors in our community. 1130775 The Domestic Violence Project provides survivors of abuse with legal advice, consultation, and assistance in filing injunctions for protection (restraining orders) and legal representation at hearings on injunctions for protection. The Project strives to ensure that clients are protected from further violence while also promoting stability by establishing parenting plans and securing financial support for survivors as appropriate. To further promote stability, The Domestic Violence Project provides holistic legal services including assistance in related family law matters. The Project not only assists in navigating the legal system but provides referrals to community resources to help survivors access personalized safety planning, support groups, transitional housing and financial resources. The Domestic Violence Project served 1,960 clients in FY 2021-2022. 1491528 169695 196121 During FY 2022-2023 other legal counseling services were provided to many individuals. 2622303 169695 196121 11530176 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 66 0 1 179 1 0 0 0 0 0 1 1 0 0 0 0 X 34 34 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 FL X Robert A Bertisch 5616558944 423 Fern St West Palm Beach FL 33401 Michelle R Suskauer Esq President 7.00 X X 0 0 0 Lawrence P Rochefort Esq First Vice President 12.00 X X 0 0 0 Robert H Friedman Esq Second Vice President 16.00 X X 0 0 0 Scott C Murray Esq Secretary 10.00 X X 0 0 0 Jerald S Beer Esq Treasurer 17.00 X X 0 0 0 Miriam Acosta-Castriz Esq Immediate Past President, Board of Trustees 2.00 X 0 0 0 Robert M W Shalhoub Esq Chairperson-Board of Trustees 12.00 X 0 0 0 David P Ackerman Esq Member-Board of Trustees 2.00 X 0 0 0 Claire Arnold Member-Board of Trustees 2.00 X 0 0 0 F Gregory Barnhart Esq Member-Board of Trustees 2.00 X 0 0 0 Jeffery A Devore Esq Member-Board of Trustees 2.00 X 0 0 0 Mariano Garcia Esq Member-Board of Trustees 2.00 X 0 0 0 Garry Glickman Esq Member-Board of Trustees 2.00 X 0 0 0 Jane Kreusler-Walsh Esq Member-Board of Trustees 2.00 X 0 0 0 Richard Lubin Esq Member-Board of Trustees 2.00 X 0 0 0 Rafael J Roca Esq Member-Board of Trustees 2.00 X 0 0 0 Grasford W Smith Esq Member-Board of Trustees 2.00 X 0 0 0 Gary Woodfield Esq Member-Board of Trustees 2.00 X 0 0 0 Leslie Artsis Adams Member 8.00 X 0 0 0 Daniel Armas Esq Member 8.00 X 0 0 0 Nelson E Baez Esq Member 8.00 X 0 0 0 Abigail Beebe Esq Member 8.00 X 0 0 0 Richard M Benrubi Esq Member 8.00 X 0 0 0 Bridget A Berry Esq Member 8.00 X 0 0 0 Robin Bresky Esq Member 8.00 X 0 0 0 Carla Tharp Brown Member 8.00 X 0 0 0 Alan M Burger Esq Member 8.00 X 0 0 0 Vincent F Cuomo Member 8.00 X 0 0 0 Amy Devore Member 8.00 X 0 0 0 Howard D DuBosar Esq Member 8.00 X 0 0 0 Karis Engle MS Member 8.00 X 0 0 0 Dwinette J Feemster Esq Member 8.00 X 0 0 0 Richard D Greenfield Member 8.00 X 0 0 0 Jack P Hill Esq Member 8.00 X 0 0 0 Denise Rappaport Isaacs Esq Member 8.00 X 0 0 0 Wilnar J Julmiste Esq Member 8.00 X 0 0 0 W Hampton Keen Esq Member 8.00 X 0 0 0 Tama B Kudman Esq Member 8.00 X 0 0 0 Nancy Albano Lambrecht Member 8.00 X 0 0 0 Gary S Lesser Esq Member 8.00 X 0 0 0 Daniel Lustig Esq Member 8.00 X 0 0 0 James Grier Pressly III Esq Member 8.00 X 0 0 0 Heather L Ries Esq Member 8.00 X 0 0 0 Lawrence P Rochefort Esq Member 8.00 X 0 0 0 Peter A Sachs Esq Member 8.00 X 0 0 0 Matthew Sackel Esq Member 8.00 X 0 0 0 Robert M W Shalhoub Esq Member 8.00 X 0 0 0 Michelle R Suskauer Esq Member 8.00 X 0 0 0 Rebecca Mercier Vargas Esq Member 8.00 X 0 0 0 Matthew Zimmerman Esq Member 8.00 X 0 0 0 Robert Bertisch Executive Director 40.00 X 152291 0 18341 Michael Spillane Dir. of Finance & Admin. 40.00 X 122199 0 16690 James Walsh Supervising Attorney 40.00 X 107926 0 16731 John Walsh Supervising Attorney 40.00 X 125368 0 23970 Rena Taylor Supervising Attorney 40.00 X 102041 0 13747 Ross Baer Supervising Attorney 40.00 X 102593 0 16033 712418 0 105512 6 0 1 0 0 233447 312181 10498466 2019917 740 13064011 Legal Assistance Project 900099 127636 127636 Civil Legal Assistance 900099 35730 35730 Community ID 900099 21070 21070 Attorney Fees 900099 12185 12185 196621 143264 143264 101802 312181 205811 -104009 -104009 Cy Pres Awards 900099 338838 338838 Bene. Interest in Trust 900099 4005 4005 Other Misc. Revenue 900099 1429 1429 344272 13644159 196621 0 383527 150 150 169545 169545 859077 792116 50362 16599 7708164 7086094 473175 148895 109441 103270 4051 2120 1307745 1234013 48396 25336 622377 573475 38361 10541 40000 31926 7825 249 10278 10278 368880 294420 72161 2299 361285 247632 87485 26168 690001 659434 20135 10432 81226 80731 495 12593 2924 9269 400 2735 2735 44899 30384 14515 55823 53443 1890 490 Litigation Expenses 76668 75038 1630 Projects Expenses 51892 50193 1449 250 Library Fund 41053 37065 3684 304 Misc. Expenses 7841 5588 2228 25 5089 5089 12626762 11530176 847389 249197 400 3493 6908985 7722854 1743425 1519721 752 16957 78358 82570 605186 559892 25390 45294 547235 1543759 69047 1607010 9373592 12541658 632563 663671 41999 74494 3065466 3695410 311575 1715491 4051603 6149066 X 5208942 6275540 113047 117052 5321989 6392592 9373592 12541658 1017397 53206 0 X X 0 1 X 1 1 1 X 9924331 9931270 13537269 12745411 13064011 59202292 9924331 9931270 13537269 12745411 13064011 59202292 59202292 19933 38047 21703 21866 143264 244813 185714 -4603 5407 5719 344272 536509 59983614 1027874 0.98700 0.99000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 140508 140508 0 464678 419384 45294 45294 Bene. Interest in Trust 68302 Deposits 4750 Right of Use Asset - Operating Lease 1504439 Right of Use Asset - Financing Lease 29519 1607010 Refundable Advances 169127 Operating Lease Liability 1515929 Financing Lease Liability 30435 1715491 X 13892898 53206 205811 259017 13633881 10278 10278 13644159 12822295 205811 205811 12616484 10278 10278 12626762 Part IV, Line 1b: In connection with its Public Guardianship Program (PGP) and its legal practice, the Society maintains designated cash funds that are held in separate accounts for the benefits of wards and clients. Part X, Line 2: The Society is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code. However, income from certain activities not directly related to the Society's tax-exempt purpose would be subject to taxation as unrelated business income. There were no such unrelated activities for the year ended September 30, 2023. The Society follows FASB ASC 740-10, Accounting for Uncertainty in Income Taxes. This pronouncement seeks to reduce the diversity in practice associated with certain aspects of measurement and recognition in accounting for income taxes. It prescribes a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position that an entity takes or expects to take in a tax return. An entity may only recognize or continue to recognize tax positions that meet a "more likely than not" threshold. The Society assesses its income tax positions based on management's evaluation of the facts, circumstances and information available at the reporting date. The Society uses the prescribed more likely than not threshold when making its assessment. For the year ended September 30, 2023, the Society did not accrue any interest expense or penalties related to its tax positions. Furthermore, there are currently no open Federal or State tax years under audit. Part XI, Line 2d - Other Adjustments: Special Fundraising Expenses 205,811. Part XII, Line 2d - Other Adjustments: Special Fundraising Expenses 205,811. Pro Bono Event 338482 269139 69343 59171 10172 44235 Golf Tournament 61046 43042 18004 18004 11661 1 14455 14455 62568 413983 312181 101802 77175 10172 118464 205811 -104009 0 Healthy MothersHealthy Babies Coalition of Palm Beach County Inc 4601 Lake Worth Rd Greenacres FL 33463 592657051 501 (c) (3) 150 0 Unrestricted funds 1 Assistance to Individuals 218 169545 General Assistance Misc. supplies, rent and living expenses X 0 0 0 0 0 0 0 0 0 Robert Bertisch Executive Director 152291 0 0 0 0 0 3300 0 15041 0 170632 0 0 0 Form 990, Part VI, Section B, line 11b A draft copy of Form 990 is presented to the members of the board of directors for approval prior to filing. Form 990, Part VI, Section B, line 12c An annual, signed document is submitted by members of the board and key employees disclosing potential conflicts of interest. Form 990, Part VI, Section B, line 15a The board of directors requested the administrator obtain a salary survey and provide recommendations to the board from which the executive director's salary is set. Form 990, Part VI, Section C, line 19 The Organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Part XII Line 2C The audit report is reviewed annually at the audit report review meeting as presented by the independent auditor.