2025-05-14T15:01:52-05:00 2024-09-30 651083521 Holyfield & Thomas LLC 125 Butler Street West Palm Beach FL 33407 990 2023-10-01 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 2025-05-09 1 0 Scott Y Haynes CPA P01366363 5616896000 2023 2025-03-06 01:10:19Z Robert Bertisch 423 Fern Street 200 West Palm Beach FL 33401 20906528 0 X www.legalaidpbc.org X 1970 FL To provide high quality civil legal advice, representation, and (continues on Schedule O) education free of charge to the most vulnerable and at-risk children, families, elders, veterans and individuals in Palm Beach County so as to protect their personal safety, enhance their opportunities and living conditions, and promote self-sufficiency. 34 34 173 502 0 0 13064011 14166378 196621 207918 143264 309546 240263 -81891 13644159 14601951 169695 170216 0 0 10606804 12232715 0 0 449842 1850263 1933800 12626762 14336731 1017397 265220 12541658 14141855 6149066 7275841 6392592 6866014 X To provide high quality civil legal advice, representation, and education free of charge to the most vulnerable and at-risk children, families, elders, veterans and individuals in Palm Beach County so as to protect their personal safety, enhance (continues on Schedule O) their opportunities and living conditions, and promote self-sufficiency. 0 0 4586473 The Foster Children's Project - The Children Advocacy supports children from birth to age 12, along with their siblings, who are in the licensed custody of the State of Florida. Once appointed by the Juvenile Court, the Project's attorneys advocate for these children in all court and administrative proceedings to protect them from abuse and neglect. They also work to ensure that the children achieve permanent placement with either their biological or adoptive parents within a 12-month period. In the fiscal year 2023-2024, the attorneys represented 460 clients in foster care. 5081570 The Fair Housing Project - The Individual Rights Advocacy initiative offers community outreach, education, advocacy, and enforcement activities related to fair housing laws. Its goal is to ensure that individuals in Palm Beach, Martin, Okeechobee, Hendry, and St. Lucie counties are not denied housing based on race, sex, color, religion, national origin, handicap, familial status, sexual orientation, age, marital status, or gender identity and expression. Besides advocating for victims of fair housing discrimination, the project also represents tenants facing eviction, ensuring their rights under the Florida Landlord Tenant Act are upheld. During the fiscal year 2023-24, the Fair Housing Project staff served 1,765 clients. 946286 The Elder Law Project - Elder Advocacy offers legal advice, consultation, education, and representation to seniors aged 60 and above who are economically and socially disadvantaged. The project addresses issues such as elder abuse and exploitation, housing law, real property law, consumer law, guardianship matters, family law, and government benefits like Social Security, Supplemental Security Income (SSI), Medicare, and Medicaid. In the fiscal year 2023-2024, the Elder Law Project staff at Legal Aid assisted 1,714 seniors in our community. 683398 The Domestic Violence Project offers survivors of abuse legal advice, consultation, and help with filing injunctions for protection (restraining orders), as well as representation at hearings for these injunctions. The project aims to protect clients from further violence and promote stability by establishing parenting plans and securing financial support for survivors when needed. In addition to legal assistance, the project provides referrals to community resources, helping survivors access personalized safety planning, support groups, transitional housing, and financial resources. In the fiscal year 2023-2024, the Domestic Violence Project served 1,751 clients. 1419891 170216 207918 During FY 2023-2024 other legal counseling services were provided to 6,636 individuals. 2103289 170216 207918 12717618 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 43 0 1 173 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 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, 2.00 X 0 0 0 Robert M W Shalhoub Esq Chairperson-Board of Trust 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 Esq Executive Director 40.00 X 161172 0 17299 Michael Spillane Dir. of Finance & Admin. 40.00 X 127474 0 16000 James Walsh Esq Supervising Attorney 40.00 X 112509 0 15936 John Walsh Esq Supervising Attorney 40.00 X 130585 0 21857 Dana Brookes Wooley Dir. Of Philanthropy 40.00 X 115220 0 14685 Ross Baer Esq Supervising Attorney 40.00 X 114350 0 15799 Rena Taylor Attorney 40.00 X 105964 0 14646 867274 0 116222 7 0 1 0 0 260281 337473 10323281 3245343 520 14166378 Legal Assistance Project 900099 140462 140462 Civil Legal Assistance 900099 40000 40000 Attorney Fees 900099 20676 20676 Community ID 900099 6780 6780 207918 308322 308322 6074733 6073509 1224 1224 1224 148522 337473 231068 -82546 -82546 Other Misc. Revenue 900099 655 655 655 14601951 207918 0 227655 50625 50625 119591 119591 1059948 946480 85137 28331 8887344 7890387 761650 235307 224545 209360 8745 6440 1345542 1254551 52406 38585 715336 639709 58220 17407 48800 43222 3254 2324 11777 11777 35715 26332 5244 4139 455735 333491 80758 41486 263258 233166 17554 12538 707171 644622 12754 49795 107155 100626 813 5716 8016 6175 747 1094 9284 9284 48281 13442 33779 1060 57520 53273 4247 Litigation Expenses 71830 70868 953 9 Library Fund 38648 35499 2978 171 Projects Expenses 38362 37517 745 100 Pro Bono Expenses 20939 20939 11309 8682 1534 1093 14336731 12717618 1169271 449842 3493 2772 7722854 8295451 1519721 1102372 16957 33825 82570 181903 620936 577698 45294 43238 1543759 3178887 1607010 1303407 12541658 14141855 663671 763016 74494 189733 3695410 4191220 1715491 2131872 6149066 7275841 X 6275540 6531446 117052 334568 6392592 6866014 12541658 14141855 265220 208202 0 X X 0 1 X 1 1 1 X 9931270 13537269 12745411 13064011 14166378 63444339 9931270 13537269 12745411 13064011 14166378 63444339 1813956 61630383 38047 21703 21866 143264 308322 533202 -4603 5407 5719 344272 23771 374566 64352107 1009179 0.95770 0.98700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 140508 140508 0 480428 437190 43238 43238 Bene. Interest in Trust 279818 Deposits 4750 Right of Use Asset - Operating Lease 909485 Right of Use Asset - Financing Lease 109354 1303407 Refundable Advances 1089360 Operating Lease Liability 929296 Financing Lease Liability 113216 2131872 X 15029444 208202 231068 439270 14590174 11777 11777 14601951 14556022 231068 231068 14324954 11777 11777 14336731 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, 2024. 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 position based on management's evaluation of the facts, circumstances and information available at the reporting date. Management has analyzed the tax positions taken by the Society, and has concluded that as of September 30, 2024, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability or disclosure in the accompanying financial statements. The Society is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Part XI, Line 2d - Other Adjustments: Special Fundraising Expenses 231,068. Part XII, Line 2d - Other Adjustments: Special Fundraising Expenses 231,068. Pro Bono Event 389248 284172 105076 100576 4500 30993 Golf Tournament 71937 53301 18636 18636 4744 1 24810 24810 71619 485995 337473 148522 119212 4500 107356 231068 -82546 0 Florida Childrens Rights Coalition Inc 423 Fern Street Ste 200 West Palm Beach FL 33401 933066544 501 (c) (3) 50625 0 Unrestricted general support. 1 1 Assistance to Individuals 301 114091 General Assistance Misc. supplies, rent and living expenses Student scholarships 3 5500 Scholarships X 0 0 0 0 0 0 0 0 0 Robert Bertisch Esq Executive Director 161172 0 0 0 0 0 4956 0 12343 0 178471 0 0 0 John Walsh Esq Supervising Attorney 130585 0 0 0 0 0 4104 0 17753 0 152442 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.