2024-08-09T08:24:13-04:00 2023-09-30 030280081 JMM & ASSOCIATES PC 463 MOUNTAIN VIEW DRIVE SUITE 403 COLCHESTER VT 05446 990 2022-10-01 030219366 VERMONT LEGAL AID INC VERM 8008892047 264 NORTH WINOOSKI AVENUE BURLINGTON VT 05401 YASMIN DWEDAR AS OF 81623 EXECUTIVE DIRECTOR 8028635620 2024-08-08 true false RANDALL L SARGENT CPA P00136499 8026555665 2024-08-09 2022 2024-08-08 14:25:15Z YASMIN DWEDAR AS OF 81623 264 NORTH WINOOSKI AVENUE BURLINGTON VT 05401 10126862 false X WWW.VTLEGALAID.ORG X 1966 VT VERMONT LEGAL AID PROVIDES FREE CIVIL LEGAL SERVICES TO PEOPLE THROUGHOUT VERMONT WHO ARE POOR, ELDERLY, OR HAVE DISABILITIES AND WHO WOULD OTHERWISE BE DENIED JUSTICE OR THE NECESSITIES OF LIFE. 8 8 103 22 0 11559722 9843675 14025 6076 2091 5780 309969 271331 11885807 10126862 48000 48000 0 7444843 7512222 0 0 2655990 2440917 10148833 10001139 1736974 125723 4863213 7106250 1406655 3523969 3456558 3582281 X VERMONT LEGAL AID PROVIDES FREE CIVIL LEGAL SERVICES TO PEOPLE THROUGHOUT VERMONT WHO ARE POOR, ELDERLY, OR HAVE DISABILITIES AND WHO WOULD OTHERWISE BE DENIED JUSTICE OR THE NECESSITIES OF LIFE. THROUGH ITS HEALTH CARE OMBUDSMAN AND LONG-TERM CARE OMBUDSMAN PROGRAMS, VERMONT LEGAL AID ALSO PROVIDES INFORMATION AND ADVOCACY FOR VERMONTERS WITH QUESTIONS ABOUT HEALTH CARE, HEALTH INSURANCE, AND LONG-TERM CARE. false false 1773375 6076 THE POVERTY LAW PROJECT PROVIDES THE FULL RANGE OF LEGAL SERVICES SUBJECT TO INCOME AND SUBSTANTIVE ELIGIBILITY GUIDELINES IMPOSED BY THE RELEVANT GRANTS AND CONTRACTS OF THE VERMONT LEGAL AID, INC. (VLA) BOARD. SIGNIFICANT ACTIVITIES INCLUDE PROVIDING LEGAL REPRESENTATION TO VICTIMS OF FAMILY ABUSE, TENANTS FACING EVICTION, VERMONTERS DENIED GOVERNMENT BENEFITS, AND CONSUMERS SUBJECT TO FRAUD AND EXPLOITATION. 1483767 THE HEALTH CARE ADVOCATE OFFICE ACTS AS AN INDEPENDENT ADVOCATE THAT INVESTIGATES REPORTED COMPLAINTS FROM CONSUMERS OF HEALTH INSURANCE. IT HELPS PEOPLE WITH CLAIMS OF DENIAL OF CARE, ACCESS TO HEALTH CARE, BILLING PROBLEMS, COMPLAINTS, AND APPEALS. IT ALSO PARTICIPATES IN HEALTH INSURANCE RATE FILINGS WITH THE BOARD CHARGED BY THE VERMONT LEGISLATURE WITH OVERSEEING THE RATE OF HEALTH CARE COST GROWTH IN VERMONT AND THE QUALITY OF THE HEALTH CARE SYSTEM. 803006 THE ELDER LAW PROJECT PROVIDES SERVICES TO ELIGIBLE CLIENTS WHO ARE OVER THE AGE OF 60. THESE SERVICES ARE PROVIDED THROUGH A VARIETY OF ACTIVITIES INCLUDING REPRESENTING INDIVIDUALS WHO SEEK HELP THROUGH THE VARIOUS AREA AGENCIES ON AGING, DUAL-ELIGIBLE ELDERLY MEDICAID RECIPIENTS, AND STATEWIDE ADVOCACY ON BEHALF OF VERMONT ELDERS IN THE STATE LEGISLATURE AND WITH VARIOUS AGENCIES AND GOVERNMENT SUBDIVISIONS. 4158068 48000 (1) THE DISABILITY LAW PROJECT PROVIDES LEGAL SERVICES TO INDIVIDUALS WITH DISABILITIES. SERVICES RANGE FROM REPRESENTATION FOR THE PURPOSE OF PROTECTING CIVIL RIGHTS AND COMBATING DISCRIMINATION, TO ASSURING ACCESS TO NECESSARY SERVICES. TOTAL EXPENSES = 683,689. (2) THE MENTAL HEALTH LAW PROJECT REPRESENTS THE CONSTITUTIONAL RIGHTS OF VERMONTERS FACING LEGAL COMMITMENT TO VERMONT PSYCHIATRIC HOSPITALS OR COURT-ORDERED FORCED MEDICATION FOR PSYCHIATRIC PROBLEMS. TOTAL EXPENSES = 719,578. (3) THE LONG-TERM CARE OMBUDSMAN PROJECT ASSISTS RESIDENTS OF NURSING HOMES AND RESIDENTIAL CARE FACILITIES WITH QUALITY OF LIFE OR QUALITY OF CARE PROBLEMS. THE OMBUDSMAN IS AN INDEPENDENT ADVOCATE WHO HELPS RESIDENTS RESOLVE COMPLAINTS AND CONCERNS. TOTAL EXPENSES = 674,284. (4) THE HOUSING DISCRIMINATION LAW PROJECT IS ESTABLISHED TO CONDUCT A FULL-SERVICE, COORDINATED AND COMPREHENSIVE FAIR HOUSING PROGRAM UNDER THE PRIVATE ENFORCEMENT INITIATIVE OF THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT. TOTAL EXPENSES = 348,405. (5) OTHER PROJECTS INCLUDES THE FOLLOWING: 1. THE HOUSING FOR EVERYONE PROJECT IS FUNDED ENTIRELY BY THE EMERGENCY RENTAL ASSISTANCE PROGRAM WHICH WAS PART OF THE AMERICAN RESCUE PLAN ACT. THE PROJECT HAS, SINCE JULY OF 2022, SOUGHT TO INCREASE HOUSING STABILITY AND PREVENT HOMELESSNESS BY CONDUCTING OUTREACH TO ALL TENANT/DEFENDANTS IN RESIDENTIAL EVICTION CASES FILED IN COURT, AND PROVIDE LEGAL HELP TO ALL ELIGIBLE TENANTS WHO RESPOND TO OUTREACH. LEGAL HELP GIVES TENANTS OPTIONS IN THE EVICTION PROCESS, AND SOMETIMES CAN RESOLVE DISPUTES AND ALLOW TENANTS TO KEEP THEIR HOMES PERMANENTLY. 2. THE HOMEOWNER LEGAL ASSISTANCE PROJECT PROVIDES LEGAL SERVICES TO LOW- TO-MODERATE INCOME VERMONT HOMEOWNERS AT RISK OF LOSING THEIR HOMES DUE TO MORTGAGE, PROPERTY TAX, HOMEOWNERS ASSOCIATION DUES, OR OTHER PROPERTY CHARGE DELINQUENCY. THE PROJECT ALSO ASSISTS HEIRS NEEDING PROOF OF LEGAL OWNERSHIP OF THEIR HOME TO AVOID MORTGAGE OR PROPERTY TAX ISSUES. 3. THE MEDICAL-LEGAL PARTNERSHIP PROJECT WORKS WITH MEDICAL AND SOCIAL WORK PROVIDERS TO ADDRESS THEIR PATIENTS' HEALTH-HARMING LEGAL NEEDS IN A VARIETY OF AREAS, INCLUDING SAFE HOUSING, ADEQUATE INCOME, AND PERSONAL AND FAMILY STABILITY. BY CONNECTING WITH PEOPLE THROUGH THEIR MEDICAL HOME WE ARE ABLE TO REACH INDIVIDUALS AND FAMILIES WHO MIGHT NOT OTHERWISE SEEK OUR SERVICES. 4. THE VICTIMS' RIGHTS PROJECT PROVIDES LEGAL ADVICE AND REPRESENTATION TO CRIME VICTIMS THROUGHOUT THE STATE OF VERMONT FOCUSING ON SECURING VICTIMS' SAFETY, SECURITY, AND PRIVACY. OUR PRIORITIES INCLUDE ASSISTING SURVIVORS OF ELDER ABUSE, DOMESTIC VIOLENCE, AND SEXUAL ASSAULT. TOTAL EXPENSES = 4,158,068. 4158068 48000 8218216 true true false true false false false false true false true false false true true true true false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false true 23 0 103 true false false false false false false false false false false false false X 8 8 false false false false false false false true true false false true true true true true true true true false X JIM BROWN 8008892047 264 N WINOOSKI AVE BURLINGTON VT 05401 ERIC AVILDSEN UNTIL 103122 EXECUTIVE DI 40.00 X 133800 0 5607 WENDY MORGAN UNTIL 81523 INTERIM E.D. 40.00 X 97490 0 5682 YASMIN DWEDAR AS OF 81623 EXECUTIVE DI 40.00 X 0 0 0 ERIN JACOBSEN INTERIM PRES 2.00 X X 0 0 0 BESSIE WEISS TREASURER/SE 2.00 X X 0 0 0 CHACE JENNINGS TRUSTEE 2.00 X 0 0 0 PETER B KUNIN TRUSTEE 2.00 X 0 0 0 JILL MARTIN DIAZ TRUSTEE 2.00 X 0 0 0 JESSICA A OSKI TRUSTEE 2.00 X 0 0 0 OLIVIA SMITH-HAMMOND TRUSTEE 2.00 X 0 0 0 DINAH YESSNE TRUSTEE 2.00 X 0 0 0 HANS HUESSY UNTIL MARCH 2023 TRUSTEE 2.00 X 0 0 0 AMELIA SILVER UNTIL JUNE 2023 TRUSTEE 2.00 X 0 0 0 JOAN LAVOIE UNTIL JUNE 2023 TRUSTEE 2.00 X 0 0 0 JACQUELINE DAWKINS UNTIL SEPT 2023 TRUSTEE 2.00 X 0 0 0 231290 11289 1 false false false 7798890 2044785 9843675 ATTORNEY FEES 541100 6076 6076 6076 5780 5780 82384 82384 82384 82384 MISCELLANEOUS 812900 188947 188947 188947 10126862 195023 88164 X 48000 48000 205563 205563 5454966 4674018 780948 278463 238321 40142 1155717 961587 194130 417513 342807 74706 16100 16100 1672 1672 1097619 993737 103882 33082 25662 7420 162602 131612 30990 258220 190052 68168 610239 426625 183614 50865 41910 8955 51615 46344 5271 58070 33242 24828 20341 5576 14765 OTHER EXPENSES 42441 20709 21732 LITIGATION EXPENSES 38051 38014 37 10001139 8218216 1782923 0 86561 820835 1064074 2072885 1109792 1003238 2185047 38117 144366 189506 1131934 726895 273373 405039 2576630 4863213 7106250 1072697 920974 331839 205143 2119 800 2397052 1406655 3523969 X 3456558 3482281 100000 3456558 3582281 4863213 7106250 125723 X false true X true true true X 7461944 8058954 8846546 11559722 9843675 45770841 7461944 8058954 8846546 11559722 9843675 45770841 45770841 71076 79681 91109 85244 88164 415274 118653 137474 176839 226816 188947 848729 47034844 208421 0.97310 0.97390 X PART II, LINE 10 MISCELLANEOUS INCOME 848,729 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 27199 false false 27199 false SCHEDULE C, PART II-B, LINE 1 LOBBYING IN THE VERMONT STATE LEGISLATURE TO SUPPORT ISSUES RELEVANT TO THE ORGANIZATION'S PROGRAMS WHICH INCLUDE POVERTY LAW, DISABILITY LAW, HEALTH CARE ADVOCACY, ELDER LAW, MENTAL HEALTH LAW, HOUSING DISCRIMINATION LAW AND LONG TERM CARE. THE AMOUNT SPENT IN FISCAL YEAR 2023 WAS 27,199. false true X 740917 548113 192804 391017 178782 212235 405039 RIGHT-OF-USE ASSETS 2366401 CAPITAL RESERVE 210229 2576630 LEASE LIABILITIES 2397052 2397052 X 10147403 20541 20541 10126862 10126862 10021680 20541 20541 10001139 10001139 SCHEDULE D, PAGE 2, PART IV, LINE 2B VERMONT LEGAL AID MAINTAINS ESCROW ACCOUNTS FOR CLIENTS DURING LEGAL PROCEEDINGS. SCHEDULE D, PAGE 3, PART X THE ORGANIZATION BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. true DISABILITY RIGHTS VERMONT INC 141 MAIN STREET SUITE 7 MONTPELIER VT 05602 030274878 GOV 48000 CASH CLIENT SERVICES 1 SCHEDULE I, PAGE 1, PART I, LINE 2 QUARTERLY PROGRAM SERVICE REPORTS FOR DISABILITY RIGHTS VERMONT, INC. (DRVT) ARE REVIEWED BY THE EXECUTIVE DIRECTOR AND THE MENTAL HEALTH LAW PROJECT DIRECTOR. AUDITED FINANCIAL STATEMENTS AND FORM 990 FOR DRVT ARE REVIEWED BY THE CFO. FORM 990 - ORGANIZATION'S MISSION VERMONT LEGAL AID PROVIDES FREE CIVIL LEGAL SERVICES TO PEOPLE THROUGHOUT VERMONT WHO ARE POOR, ELDERLY, OR HAVE DISABILITIES AND WHO WOULD OTHERWISE BE DENIED JUSTICE OR THE NECESSITIES OF LIFE. THROUGH ITS HEALTH CARE OMBUDSMAN AND LONG-TERM CARE OMBUDSMAN PROGRAMS, VERMONT LEGAL AID ALSO PROVIDES INFORMATION AND ADVOCACY FOR VERMONTERS WITH QUESTIONS ABOUT HEALTH CARE, HEALTH INSURANCE, AND LONG-TERM CARE. FORM 990, PAGE 1, PART I, LINE 6 VOLUNTEERS INCLUDE UNPAID INTERNS, LITC ATTORNEYS, VOP, AND UNPAID BOARD MEMBERS. FORM 990, PAGE 2, PART III, LINE 4D (1) THE DISABILITY LAW PROJECT PROVIDES LEGAL SERVICES TO INDIVIDUALS WITH DISABILITIES. SERVICES RANGE FROM REPRESENTATION FOR THE PURPOSE OF PROTECTING CIVIL RIGHTS AND COMBATING DISCRIMINATION, TO ASSURING ACCESS TO NECESSARY SERVICES. TOTAL EXPENSES = 683,689. (2) THE MENTAL HEALTH LAW PROJECT REPRESENTS THE CONSTITUTIONAL RIGHTS OF VERMONTERS FACING LEGAL COMMITMENT TO VERMONT PSYCHIATRIC HOSPITALS OR COURT-ORDERED FORCED MEDICATION FOR PSYCHIATRIC PROBLEMS. TOTAL EXPENSES = 719,578. (3) THE LONG-TERM CARE OMBUDSMAN PROJECT ASSISTS RESIDENTS OF NURSING HOMES AND RESIDENTIAL CARE FACILITIES WITH QUALITY OF LIFE OR QUALITY OF CARE PROBLEMS. THE OMBUDSMAN IS AN INDEPENDENT ADVOCATE WHO HELPS RESIDENTS RESOLVE COMPLAINTS AND CONCERNS. TOTAL EXPENSES = 674,284. (4) THE HOUSING DISCRIMINATION LAW PROJECT IS ESTABLISHED TO CONDUCT A FULL-SERVICE, COORDINATED AND COMPREHENSIVE FAIR HOUSING PROGRAM UNDER THE PRIVATE ENFORCEMENT INITIATIVE OF THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT. TOTAL EXPENSES = 348,405. (5) OTHER PROJECTS INCLUDES THE FOLLOWING: 1. THE HOUSING FOR EVERYONE PROJECT IS FUNDED ENTIRELY BY THE EMERGENCY RENTAL ASSISTANCE PROGRAM WHICH WAS PART OF THE AMERICAN RESCUE PLAN ACT. THE PROJECT HAS, SINCE JULY OF 2022, SOUGHT TO INCREASE HOUSING STABILITY AND PREVENT HOMELESSNESS BY CONDUCTING OUTREACH TO ALL TENANT/DEFENDANTS IN RESIDENTIAL EVICTION CASES FILED IN COURT, AND PROVIDE LEGAL HELP TO ALL ELIGIBLE TENANTS WHO RESPOND TO OUTREACH. LEGAL HELP GIVES TENANTS OPTIONS IN THE EVICTION PROCESS, AND SOMETIMES CAN RESOLVE DISPUTES AND ALLOW TENANTS TO KEEP THEIR HOMES PERMANENTLY. 2. THE HOMEOWNER LEGAL ASSISTANCE PROJECT PROVIDES LEGAL SERVICES TO LOW- TO-MODERATE INCOME VERMONT HOMEOWNERS AT RISK OF LOSING THEIR HOMES DUE TO MORTGAGE, PROPERTY TAX, HOMEOWNERS ASSOCIATION DUES, OR OTHER PROPERTY CHARGE DELINQUENCY. THE PROJECT ALSO ASSISTS HEIRS NEEDING PROOF OF LEGAL OWNERSHIP OF THEIR HOME TO AVOID MORTGAGE OR PROPERTY TAX ISSUES. 3. THE MEDICAL-LEGAL PARTNERSHIP PROJECT WORKS WITH MEDICAL AND SOCIAL WORK PROVIDERS TO ADDRESS THEIR PATIENTS' HEALTH-HARMING LEGAL NEEDS IN A VARIETY OF AREAS, INCLUDING SAFE HOUSING, ADEQUATE INCOME, AND PERSONAL AND FAMILY STABILITY. BY CONNECTING WITH PEOPLE THROUGH THEIR MEDICAL HOME WE ARE ABLE TO REACH INDIVIDUALS AND FAMILIES WHO MIGHT NOT OTHERWISE SEEK OUR SERVICES. 4. THE VICTIMS' RIGHTS PROJECT PROVIDES LEGAL ADVICE AND REPRESENTATION TO CRIME VICTIMS THROUGHOUT THE STATE OF VERMONT FOCUSING ON SECURING VICTIMS' SAFETY, SECURITY, AND PRIVACY. OUR PRIORITIES INCLUDE ASSISTING SURVIVORS OF ELDER ABUSE, DOMESTIC VIOLENCE, AND SEXUAL ASSAULT. TOTAL EXPENSES = 4,158,068. FORM 990, PAGE 6, PART VI, LINE 11B THE EXECUTIVE COMMITTEE REVIEWS THE COPY THAT IS AVAILABLE TO THE FULL BOARD. FORM 990, PAGE 6, PART VI, LINE 12C ALL BOARD MEMBERS SIGN AN INITIAL CONFLICT OF INTEREST DISCLOSURE FORM AND ARE THEREAFTER REQUIRED TO NOTIFY THE BOARD IF ANY NEW AND POSSIBLE CONFLICTS ARISE. THE CONFLICT OF INTEREST DISCLOSURE FORMS ARE COMPLETED ANNUALLY BY BOARD MEMBERS. WHEN SUCH ISSUES ARE RAISED, THE BOARD REVIEWS THEM AND TAKES APPROPRIATE ACTION. FORM 990, PAGE 6, PART VI, LINE 15A CONSIDERATION OF THE EXECUTIVE DIRECTOR'S SALARY IS CONSIDERED AT THE SAME TIME AS CHANGES TO THE STAFF COMPENSATION PLAN. THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS RELEVANT COMPENSATION DATA FROM OTHER LEGAL AID ORGANIZATIONS FROM ACROSS THE COUNTRY, AS WELL AS DATA ON EXECUTIVE COMPENSATION OF NON-PROFIT EXECUTIVE DIRECTORS OF SIMILAR-SIZED ORGANIZATION IN VERMONT. THE EXECUTIVE COMMITTEE MAKES A RECOMMENDATION TO THE FULL BOARD AND THE BOARD DISCUSSES THE PROPOSAL AND DECIDES ON THE EXECUTIVE DIRECTOR'S COMPENSATION. FOR THE DURATION OF THE TWO OR THREE YEAR COMPENSATION PLAN, THE BOARD CONSIDERS WHETHER OR NOT TO GIVE THE EXECUTIVE DIRECTOR A COST OF LIVING ADJUSTMENT AT ITS SEPTEMBER BOARD MEETING EACH YEAR. FORM 990, PAGE 6, PART VI, LINE 15B THE BOARD OF TRUSTEES APPROVE THE COMPENSATION PLAN WHICH INCLUDES DEFINED PAY GRADES FOR ALL STAFF LEVELS. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT VERMONT LEGAL AID'S OFFICE IN BURLINGTON, VERMONT. FORM 990, PART IX, LINE 11G PROFESSIONAL SVCS - PLP 320,301 0 0 PROFESSIONAL SVCS - HCAP 23,575 0 0 PROFESSIONAL SVCS - ELP 47,144 0 0 PROFESSIONAL SVCS - OTHER 602,717 0 0 PROFESSIONAL SVCS - SUPPORT 0 103,882 0 TOTAL 993,737 103,882 0 LEGAL SERVICES VERMONT INC LEGAL SERVICES VERMONT INC 274 NO WINOOSKI AVENUE BURLINGTON VT 05401 030349316 LEGAL SERV VT 501C 7 N/A false false true false false false false false false false true false true true false true false false false false LEGAL SERVICES VERMONT INC J 75373 CASH AMOUNT LEGAL SERVICES VERMONT INC L 188257 CASH AMOUNT LEGAL SERVICES VERMONT INC M 953815 CASH AMOUNT LEGAL SERVICES VERMONT INC O 74161 CASH AMOUNT LEGAL SERVICES VERMONT INC B 498909 CASH AMOUNT