2025-04-04T17:32:41-05:00 2024-06-30 320530003 QUIGLEY & MIRON 3580 WILSHIRE BLVD 1755 LOS ANGELES CA 90010 990 2023-07-01 942941697 LEGAL ASSISTANCE FOR SENIORS LEGA 5108323040 333 HEGENBERGER RD 850 OAKLAND CA 94621 DAWN PATTERSON PRESIDENT 5108323040 2025-04-04 1 JOHN BOVARD MIRON P01358141 2136393550 2023 2025-03-06 01:10:19Z DAWN PATTERSON 333 HEGENBERGER RD 850 OAKLAND CA 94621 3058774 0 X WWW.LASHICAP.ORG X 1984 CA PROVIDE FREE LEGAL ADVICE AND REPRESENTATION TO LOW-INCOME RESIDENTS OF ALAMEDA COUNTY WHO GENERALLY ARE 60 YEARS OF AGE AND OLDER; PROVIDE COMMUNITY EDUCATION; AND PROVIDE COUNSELING THROUGH THE HEALTH INSURANCE COUNSELING AND ADVOCACY PROGRAM. 13 13 38 57 0 0 2037623 2714080 153743 280129 708 64565 0 0 2192074 3058774 21585 25275 0 0 2121964 2461630 0 0 141697 669502 644385 2813051 3131290 -620977 -72516 5186779 4818371 1644383 1345643 3542396 3472728 X ENSURING THE INDEPENDENCE AND DIGNITY OF SENIORS BY PROTECTING THEIR LEGAL RIGHTS THROUGH EDUCATION, COUNSELING AND ADVOCACY. 0 0 1363498 25275 1600354 LEGAL - LAS HAS BEEN ADVOCATING FOR ALAMEDA COUNTY SENIORS FOR OVER 45 YEARS. WE PROVIDE FREE LEGAL SERVICES, INCLUDING REPRESENTATION IN COURT AND AT ADMINISTRATIVE HEARINGS. OUR PRACTICE AREAS INCLUDE ELDER ABUSE, PUBLIC BENEFITS, GUARDIANSHIP OF MINOR CHILDREN, NATURALIZATION, HEALTH LAW, LIMITED CONSERVATORSHIPS, AND HOUSING. IN THE HOUSING AREA, LAS ALSO PROVIDES LIMITED CASE MANAGEMENT TO CLIENTS WHO NEED SUPPORT IN OBTAINING AND STABILIZING THEIR HOUSING. WE ARE ALSO COURT APPOINTED TO REPRESENT PROPOSED CONSERVATEES. WE MAKE HOME VISITS TO OUR CLIENTS WHO BECAUSE OF THEIR HEALTH OR ECONOMIC SITUATIONS CANNOT COME TO OUR OFFICE. DURING THE YEAR, OUR ATTORNEYS AND ADVOCATES PROVIDED LEGAL SERVICES TO 3,041 SENIORS. 494270 419806 HEALTH INSURANCE COUNSELING AND ADVOCACY PROGRAM (HICAP)-THE ALAMEDA COUNTY HICAP OF LAS PROVIDES INDIVIDUAL COUNSELING, ADVOCACY AND COMMUNITY EDUCATION ON MEDICARE, SUPPLEMENTAL OPTIONS, MEDICARE ADVANTAGE AND PRESCRIPTION DRUG PLANS, LONG TERM CARE INSURANCE, AND SCREENING AND APPLICATION ASSISTANCE FOR LOW-INCOME PROGRAMS. THE HICAP DEPARTMENT PROVIDES THESE SERVICES THROUGH 7 PAID STAFF PERSONS AND 31 TRAINED AND STATE-REGISTERED VOLUNTEER COUNSELORS AT 24 COUNSELING SITES THROUGHOUT THE COUNTY. COMPLEX ISSUES ARE REFERRED TO THE LEGAL DEPARTMENT FOR ASSESSMENT AND ACTION. IN FY 2023/24, HICAP COUNSELED 1,903 INDIVIDUAL CLIENTS AND RECORDED 6,227 SEPARATE CONTACTS WITH THESE CLIENTS. HICAP STAFF AND VOLUNTEERS CONTRIBUTED 2,075 COUNSELING HOURS AND AN ADDITIONAL 1,136 HOURS OF TRAINING, COMMUNITY EDUCATION, AND TRAVEL TIME. THE LEGAL DEPARTMENT REPRESENTED 33 CLIENTS WITH HEALTH LAW CASES. 290842 220893 COMMUNITY EDUCATION-LAS PROVIDES GROUP EDUCATION PRESENTATIONS AND AGENCY REPRESENTATION AT COMMUNITY EVENTS SUCH AS HEALTH AND SENIOR FAIRS. LEGAL PRESENTATION TOPICS INCLUDE CONSUMER PROTECTION, ELDER ABUSE PREVENTION, GUARDIANSHIP, HOUSING, SUPPORTIVE INFORMATION FOR AGING IN PLACE, NATURALIZATION, AND PUBLIC BENEFITS. IN FY 2023/24, THE LEGAL DEPARTMENT PROVIDED 287 PRESENTATIONS, REACHING 8,843 PEOPLE. HICAP PRESENTATION TOPICS INCLUDE MEDICARE COVERAGE AND RIGHTS, OPTIONS FOR SUPPLEMENTING MEDICARE, LOW-INCOME ASSISTANCE PROGRAMS FOR HEALTH CARE, MEDICARE AND CONSUMER FRAUD, AND LONG-TERM CARE INSURANCE. OUR HICAP PROGRAM PARTICIPATED IN 148 COMMUNITY EDUCATION EVENTS, REACHING 6,428 ATTENDEES. TWO FULL-TIME STAFF PERSONS SCHEDULE AND COORDINATE ALL THE EVENTS AND DELIVER MOST PRESENTATIONS AND TRAINING IN THE COUNTY. ONE FULL-TIME STAFF PROVIDES DATA ENTRY SUPPORT. 114660 CONSERVATORSHIP -LAS IS APPOINTED BY THE ALAMEDA COUNTY SUPERIOR COURT TO REPRESENT CONSERVATEES. LAS SERVES THE CONSERVATEE, A PERSON WHOM THE COURT HAS DEEMED IS UNABLE TO HANDLE THEIR PERSONAL AFFAIRS, FINANCIAL AFFAIRS, OR IS SUSCEPTIBLE TO UNDUE INFLUENCE. 114660 2263270 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 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 0 0 1 5 0 38 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X THE ORGANIZATION 5108323040 333 HEGENBERGER RD 850 OAKLAND CA 94621 CAITLIN CHAN EXECUTIVE DIRECTOR 40.00 X 91938 0 13651 KELSEY CRAVEN TREASURER 2.00 X X 0 0 0 DAVID G HOLLENBERG SECRETARY 2.00 X X 0 0 0 DAWN PATTERSON PRESIDENT 2.00 X X 0 0 0 PHILLIP CAMPBELL DIRECTOR 2.00 X 0 0 0 JONATHAN CANICK DIRECTOR 2.00 X 0 0 0 DENISE CHAMBLISS DIRECTOR 2.00 X 0 0 0 YVETTE DAVIS DIRECTOR 2.00 X 0 0 0 SOPHIA MELLEIN DIRECTOR 2.00 X 0 0 0 TARAH POWELL-CHEN DIRECTOR 2.00 X 0 0 0 KEVIN RODRIGUEZ DIRECTOR 2.00 X 0 0 0 JEFF TACKIKI DIRECTOR 2.00 X 0 0 0 JON VAUGHT DIRECTOR 2.00 X 0 0 0 MARSHALL WHITLEY DIRECTOR 2.00 X 0 0 0 91938 0 13651 0 0 0 0 FINANCIAL ADMINISTRATIVE SUPPORT SERVICE 3180 NEWBERRY DR 200 SAN JOSE CA 95118 ACCOUNTING 173252 1 10985 2183567 519528 2714080 CONSERVATORSHIP FEES 900099 251829 251829 CONFERENCE FEES 900099 28300 28300 280129 64565 64565 0 10985 0 0 3058774 280129 0 64565 25275 25275 105509 43259 13716 48534 1974455 1564449 340140 69866 48465 41182 6985 298 175884 126924 44822 4138 157317 122211 26847 8259 204300 204300 57998 25582 31637 779 6246 6246 44959 36530 5375 3054 23335 15808 6683 844 195652 177060 17159 1433 29117 23878 4414 825 44831 32374 10719 1738 DUES AND SUBSRIPTIONS 15241 10434 3049 1758 CLIENT LITIGATION COSTS 9322 9322 EQUIPMENT LEASE AND REN 7868 1551 6246 71 VOLUNTEER RECOGNITION 3310 310 3000 2206 875 1231 100 3131290 2263270 726323 141697 949662 447128 2253111 1906572 800751 1386100 38168 114811 40537 76845 68679 68679 0 0 20343 41371 1084207 845544 5186779 4818371 359637 300714 184682 175270 1100064 869659 1644383 1345643 X 3225541 3178154 316855 294574 3542396 3472728 5186779 4818371 -72516 2848 0 X X 0 1 X 1 0 X 2079484 2265933 5464993 2037623 2703095 14551128 2079484 2265933 5464993 2037623 2703095 14551128 339702 14211426 91 861 342 708 64565 66567 655 2603 393965 397223 15014918 582856 0.94650 0.94180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 68679 68679 0 0 OPERATING LEASE RIGHT-OF-USE ASSET 845544 845544 OPERATING LEASE LIABILITY 869659 869659 X 3188124 2848 126502 129350 3058774 0 3058774 3257792 126502 126502 3131290 0 3131290 PART X, LINE 2: ACCOUNTING STANDARDS REQUIRE AN ORGANIZATION TO EVALUATE ITS TAX POSITIONS AND PROVIDE A LIABILITY FOR ANY POSITIONS THAT WOULD NOT BE CONSIDERED 'MORE LIKELY THAN NOT' TO BE UPHELD UNDER A TAX AUTHORITY EXAMINATION. MANAGEMENT HAS EVALUATED ITS TAX POSITIONS AND HAS CONCLUDED THAT A PROVISION FOR A TAX LIABILITY IS NOT NECESSARY AT FISCAL YEAR-END. GENERALLY, THE ORGANIZATION'S INFORMATION RETURNS REMAIN OPEN FOR EXAMINATION FOR A PERIOD OF THREE (FEDERAL) OR FOUR (STATE OF CALIFORNIA) YEARS FROM THE DATE OF FILING. 0 LEGAL ACCESS ALAMEDA 548 MARKET STREET PMB 22692 SAN FRANCISCO CA 94104 942963695 501C3 25275 0 PROVIDE DIRECT FREE LEGAL SERVICES TO LOW-INCOME LITIGANTS IN ALAMEDA COUNTY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY THE OUTSIDE AUDITOR. FOLLOWING THE COMPLETION OF A DRAFT OF THE AUDITED FINANCIAL STATEMENTS AND A DRAFT OF FORM 990, THE OUTSIDE AUDITOR MEETS WITH THE EXECUTIVE COMMITTEE TO REVIEW THE FINANICAL STATEMENTS AND FORM 990 TO ENSURE THAT ALL REPRESENTATIONS AND ANSWERS TO ISSUES, COMMENTS AND QUESTIONS ARE ACCURATE. APPROPRIATE REVISIONS ARE MADE TO THE AUDITED FINANCIAL STATEMENTS AND FORM 990 AND THE REVISED DRAFTS ARE GIVEN TO THE FULL BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENTS PRIOR TO PUBLICATION OF THE AUDITED FINANCIAL STATEMENTS AND FILING OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C NEW BOARD MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT AT ORIENTATION; BOARD MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 SALARY RANGES ARE BASED ON COMPARATIVES TO INDUSTRY STANDARDS AND SIMILAR NON PROFITS IN THE AREA: SALARY RANGE FOR EXECUTIVE DIRECTOR WAS APPROVED BY BOARD OF DIRECTORS IN 2015. SALARY INCREASES ARE BASED ON RESOURCES AVAILABLE AND PER SALARY SCALE OR GIVEN AS A PERCENTAGE ACROSS THE BOARD OR BY CLASSIFICATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE EXECUTIVE COMMITTEE SHALL PROVIDE GENERAL OVERSIGHT OF THIS CORPORATION, SHALL PROVIDE GUIDANCE TO THE BOARD ON MATTERS AFFECTING THIS CORPORATION GENERALLY (INCLUDING BUT NOT LIMITED TO ANY GRIEVANCE BETWEEN THIS CORPORATION AND A CLIENT) AND SHALL BE RESPONSIBLE FOR SUCH MATTERS AS ARE SPECIFICALLY DELEGATED TO THE EC FROM TIME TO TIME BY THE BOARD OF DIRECTORS. IN CONNECTION WITH EMERGENCY OR OTHER SITUATIONS AFFECTING THIS CORPORATION WHERE IT IS IMPOSSIBLE OR IMPRACTICAL TO CONVENE THE BOARD IN A TIMELY MANNER, THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL OF THE AUTHORITY AND POWERS OF THE BOARD OF DIRECTORS GRANTED UNDER THESE BYLAWS. NOT WITHSTANDING THE FOREGOING, THE EC SHALL NOT BE EMPOWERED WITH THE POWER AND AUTHORITY OF THE BOARD OF DIRECTORS AS TO (I) ANY POWER THAT THE LAWS OF THE STATE OF CALIFORNIA, THESE BYLAWS OR A RESOLUTION OF THE BOARD OF DIRECTORS SPECIFICALLY PROVIDES MAY NOT BE DELEGATED TO THE EXECUTIVE COMMITTEE OR TO A COMMITTEE OF THIS CORPORATION'S BOARD OF DIRECTORS, (II) THE FILLING OF VACANCIES ON THE BOARD OF DIRECTORS OR IN ANY COMMITTEE; (III) THE AMENDMENT OR REPEAL OF THE BYLAWS OF THIS CORPORATION; (IV) THE AMENDMENT OR REPEAL OF ANY RESOLUTION OF THE BOARD OF DIRECTORS THAT BY ITS EXPRESS TERMS IS NOT SO AMENDABLE OR REPEALABLE; AND (V) THE APPOINTMENT OF OTHER COMMITTEES OF THE BOARD OF DIRECTORS OR THE MEMBERS THEREOF. AT EACH MEETING OF THE BOARD OF DIRECTORS, THE EXECUTIVE SHALL MAKE FULL REPORT OF ITS ACTIONS AND DELIBERATIONS.