2025-05-14T17:51:29-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2024-01-01 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 2025-05-12 1 1 AMY CHAPMAN P00843460 4078021200 2025-05-12 2024 2025-03-06 01:10:19Z JEFFREY D HARVEY ESQ 122 E COLONIAL DR 200 ORLANDO FL 32801 19241656 0 X WWW.CLSMF.ORG X 1966 FL TO PROVIDE NO-COST LEGAL SERVICES TO THE MOST VULNERABLE IN CENTRAL FLORIDA, HELPING THEM PROTECT THEIR FAMILIES, HEALTH AND LIVELIHOOD. 16 15 160 548 0 0 15969373 15599886 2500 47264 566502 348464 7485 4494 16545860 16000108 0 0 0 0 10537572 12446538 0 0 561137 3335098 3712809 13872670 16159347 2673190 -159239 15590241 20175316 5507652 10038502 10082589 10136814 PROVIDES NO-COST LEGAL SERVICES TO THE MOST VULNERABLE IN CENTRAL FLORIDA, HELPING THEM PROTECT THEIR FAMILIES, HEALTH, AND LIVELIHOOD. 0 0 12177797 47264 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. 12177797 1 1 0 1 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 47 0 1 160 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 15 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 JEFFREY HARVEY CHIEF EXECUTIVE OFFICER 40.00 X X 243339 0 16421 THERESA KOZUB CHIEF FINANCIAL OFFICER 40.00 X 146316 0 19424 DANIELLE HARRIS CHIEF PROGRAM OFFICER 40.00 X 145472 0 33235 NADIA SOULOUQUE CHIEF HUMAN RESOURCES OFFICER 40.00 X 146064 0 24330 KEVIN ROSS-ANDINO PRESIDENT/ CHAIR 3.00 X X 0 0 0 SHERRI AKIN CO-VICE PRESIDENT 1.00 X X 0 0 0 CARRIE RENTZ CO-VICE PRESIDENT 1.00 X X 0 0 0 JOHN BARTLEY TREASURER 1.00 X X 0 0 0 SCOTT OWENS SECRETARY 1.00 X X 0 0 0 CASSANDRA BROWN DIRECTOR 1.00 X 0 0 0 JEREMIAH BLOCKER DIRECTOR 1.00 X 0 0 0 BRUCE BROWN DIRECTOR 1.00 X 0 0 0 JOE COLOMBO DIRECTOR 1.00 X 0 0 0 MATT FREY 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 SAKEENA NIX DIRECTOR 1.00 X 0 0 0 TARNECIA O'BERRY DIRECTOR 1.00 X 0 0 0 WYNN VICKERS DIRECTOR 1.00 X 0 0 0 681191 0 93410 4 0 1 0 STUBBS ARCHITECTURE 2322 KENNINGTON COVE DELAND FL 32724 BUILDING RENOVATIONS 337153 CHARTER TECH SERVICES-MONTHLY 302 WASHINGTON ST SAN DIEGO CA 92103 IT SERVICES 207600 THE MAGIC OF 3 LLC 850 N SUMMIT AVE LAKE HELEN FL 32744 ORGANIZATION GROWTH CONSULTANT 101124 3 11315 10125974 5462597 1600 15599886 ATTORNEY FEES 541100 47264 47264 47264 359340 359340 7896 0 7896 7896 7896 3222496 1238 3234610 0 -12114 1238 -10876 -10876 3536 11315 6938 -3402 -3402 16000108 47264 0 352958 425500 25976 334584 64940 9116292 7229024 1661812 225456 307636 263610 37476 6550 1896974 1549915 292681 54378 700136 568266 111803 20067 76943 76943 70205 70205 216 216 28887 28887 1342308 890242 329250 122816 607711 459037 128596 20078 607187 469536 118146 19505 276129 205734 60859 9536 20142 20142 155244 117041 32790 5413 261346 197031 55198 9117 MISCELLANEOUS 135368 130903 4465 DUES & SUBSCRIPTIONS 81507 33962 45969 1576 TRAINING 49616 37520 10391 1705 16159347 12177797 3420413 561137 6427493 9459724 1808845 1097983 829299 821147 11219 16580 369892 389993 6214215 2549580 3402858 3664635 2040173 4110228 700462 615026 15590241 20175316 674136 848670 3437620 7910607 4149 210 621430 595410 770317 683605 5507652 10038502 X 9543406 9640240 539183 496574 10082589 10136814 15590241 20175316 -159239 213464 0 X X 0 1 X 1 1 1 X 11698301 10822621 12115950 15969373 15599886 66206131 11698301 10822621 12115950 15969373 15599886 66206131 66206131 154612 213480 81323 66308 367236 882959 3536 3536 67092626 136696 0.98680 0.99050 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING REVENUE - 2024 AMOUNT: $ 3,536. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 216 216 0 PART II-B, LINE 1: CLS WAS LOBBYING UNDER 1626.6(F) AGAINST HB 173/SB 498, WHICH HAS THE POTENTIAL TO CUT LEGAL AID IOTA PROGRAM FUNDING BY ADDING REGULATIONS THAT EFFECTIVELY CAP THE INTEREST THAT BANKS ARE REQUIRED TO PAY OUT TO LEGAL AIDS. 0 1 X 857594 857594 4771082 1964041 2807041 585539 585539 0 3664635 RENT DEPOSITS 600 OPERATING LEASE OBLIGATION 588888 FINANCE LEASE OBLIGATION 94117 683605 X 17908149 213464 1716248 278 1929990 15978159 28887 -6938 21949 16000108 17853646 1716248 6938 1723186 16130460 28887 28887 16159347 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: GRANT REVENUE 278. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -6,938. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 6,938. 1 X X 0 0 0 0 0 0 0 0 0 JEFFREY HARVEY CHIEF EXECUTIVE OFFICER 220061 0 20355 0 2923 0 11192 0 5229 0 259760 0 0 0 THERESA KOZUB CHIEF FINANCIAL OFFICER 145925 0 391 0 0 0 7333 0 12091 0 165740 0 0 0 DANIELLE HARRIS CHIEF PROGRAM OFFICER 140081 0 391 0 5000 0 7556 0 25679 0 178707 0 0 0 NADIA SOULOUQUE CHIEF HUMAN RESOURCES OFFICER 145673 0 391 0 0 0 2636 0 21694 0 170394 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE OF THE BOARD CONSISTS OF THE PRESIDENT, VICE PRESIDENT, SECRETARY, TREASURER, 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 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 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. THE DIRECTOR OF EXECUTIVE SERVICES OVERSEES AND ENSURES THAT THE BOARD MEMBERS SIGNS THE CONFLICT OF INTEREST DOCUMENT WHILE THE CHIEF PROGRAM OFFICER OVERSEES THE 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. THIS PROCESS RECENTLY TOOK PLACE IN 2024. 15B. KEY EMPLOYEES ARE REVIEWED BY THE CEO AND APPROVED IN THE BUDGET PROCESS BY THE FINANCE COMMITTEE. THIS PROCESS RECENTLY TOOK PLACE IN 2024. THE ORGANIZATION USES MARKET REPORTS, MOSTLY FROM PAYSCALE, TO EVALUATE THE COMPENSATION OF ITS OFFICERS. 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.