2026-06-23T16:14:16-05:00 2025-12-31 GARY MCGEE & CO LLP 222 SW COLUMBIA ST STE 200 PORTLAND OR 97201 990 2025-01-01 931194564 OREGON LAW CENTER OREG 5032952760 621 SW MORRISON STREET 1450 PORTLAND OR 97205 ERIKA HENTE EXECUTIVE DIRECTOR 5032952760 2026-06-23 1 YEE LEE MCGEE P01294356 5032222515 2025 2025-03-06 01:10:19Z ERIKA HENTE 621 SW MORRISON STREET 1450 PORTLAND OR 97205 15795139 0 X WWW.OREGONLAWCENTER.ORG X 1995 OR PROVIDE LEGAL SERVICES TO LOW-INCOME INDIVIDUALS. 14 14 125 50 0 0 13897893 15052142 640133 555865 36702 134110 78787 53022 14653515 15795139 544234 364377 0 0 11555956 12668720 0 0 33446 2197556 2218938 14297746 15252035 355769 543104 10385470 11124846 4666283 4829203 5719187 6295643 X TO ACHIEVE JUSTICE FOR THE LOW INCOME COMMUNITIES OF OREGON BY PROVIDING A FULL RANGE OF THE HIGHEST QUALITY CIVIL LEGAL SERVICES. 0 0 13707706 364377 555865 THE OREGON LAW CENTER (OLC) PROVIDES FREE CIVIL LEGAL ASSISTANCE TO LOW-INCOME PEOPLE (THOSE LIVING AT AND BELOW 125% OF THE NATIONAL POVERTY GUIDELINES); ADVOCATES TO SUPPORT THE INTERESTS OF LOW-INCOME OREGONIANS BEFORE JUDICIAL, ADMINISTRATIVE AND LEGISLATIVE BODIES; PROVIDES COMMUNITY EDUCATION TO LOW-INCOME PEOPLE; AND MAINTAINS A PANEL OF PRO BONO ATTORNEYS. OLC EMPLOYS ATTORNEYS AND PARALEGALS WORKING IN ELEVEN OFFICES ACROSS OREGON TO PROVIDE THE FULL RANGE OF CIVIL LEGAL ASSISTANCE TO CLIENTS WHO LIVE IN POVERTY. (CONTINUED ON SCHEDULE O.)THE TYPES OF SERVICES PROVIDED BY OLC INCLUDE: CONSULTATION AND ADVICE; BRIEF SERVICE; COMMUNITY EDUCATION/SELF-HELP/PRO SE FORMS/WEBSITES; NEGOTIATION/MEDIATION; REPRESENTATION IN ADMINISTRATIVE PROCEEDINGS; COURT REPRESENTATION; LIMITED APPEALS; LIMITED ADMINISTRATIVE ADVOCACY; AND LIMITED LEGISLATIVE ADVOCACY. OLC PROVIDES FREE COMMUNITY EDUCATION TO LOW-INCOME PEOPLE AND ORGANIZATIONS SERVING LOW-INCOME PEOPLE TO HELP OUR CLIENT POPULATION BETTER UNDERSTAND THEIR RIGHTS AND RESPONSIBILITIES UNDER THE LAW. OLC, WORKING IN COORDINATION WITH COMMUNITY PARTNERS, HELPS TO CREATE AND DISTRIBUTE FREE COMMUNITY EDUCATION INFORMATION ONLINE AND IN PRINT FORM. OLC EMPLOYEES DO OUTREACH TO LOCATIONS THAT ARE CONVENIENT TO LOW-INCOME CLIENTS (HOMELESS SHELTERS, SOCIAL SERVICE AGENCIES SERVING LOW-INCOME CLIENTS, NURSING HOMES, LABOR CAMPS, SUBSIDIZED HOUSING, AND SIMILAR LOCATIONS) AND OFFER FREE APPOINTMENTS TO PROVIDE ADVICE AND BRIEF SERVICE AND CONSIDER ACCEPTING A CASE FOR REPRESENTATION. OLC, WORKING IN COORDINATION WITH COMMUNITY PARTNERS, OPERATES A HOTLINE WHERE LOW-INCOME CLIENTS CALL TO RECEIVE ADVICE, BRIEF SERVICE OR REPRESENTATION ON LEGAL ISSUES RELATED TO RECEIVING PUBLIC BENEFITS, UNEMPLOYMENT INSURANCE, AND SIMILAR MATTERS. OLC ATTORNEYS CONDUCT REGULAR INTAKE INTERVIEWS WITH APPLICANTS WHO CONTACT AN OLC OFFICE. THE ATTORNEYS OFFER ADVICE, BRIEF SERVICE OR FULL REPRESENTATION IN THESE INTERVIEWS. CLIENTS ACROSS THE STATE CAN REACH OLC OFFICES BY TOLL-FREE NUMBERS TO RECEIVE ADVICE, BRIEF SERVICE AND TO SEEK REPRESENTATION. OLC MAINTAINS A PRO BONO PROGRAM WHERE APPLICANTS' CALLS ARE SCREENED AND THEN SENT TO PRIVATE ATTORNEYS WHO PROVIDE SERVICE WITHOUT CHARGE TO THE CLIENT. SOME OF THESE CASES ARE SENT TO PRO BONO CLINICS. OTHER PRO BONO CASES ARE POSTED ON A LISTSERV WHERE PRIVATE ATTORNEYS CAN PICK UP THE CASE. CASES ARE ACCEPTED BASED ON APPLYING PRIORITIES THAT ARE SET THROUGH A ROUTINE ASSESSMENTS OF CLIENT NEEDS. OLC AVOIDS ACCEPTING FEE-GENERATING CASES THAT WOULD BE TAKEN BY PRIVATE ATTORNEYS. IN A FEW CASES THAT END UP IN LITIGATION, OLC RECOVERS ATTORNEY FEES FROM THE ADVERSE PARTY, BUT THESE COMPRISE A SMALL NUMBER OF CASES AND A SMALL PERCENTAGE OF OLC'S INCOME. ATTORNEY SALARIES ARE SET BY THE BOARD WITHOUT REFERENCE TO ATTORNEY FEES.IN THE MOST RECENT TWELVE-MONTH PERIOD FOR WHICH STATISTICS ARE AVAILABLE, OLC CLOSED 2,923 CASES, INCLUDING 37 CASES WHERE THE REPRESENTATION RESULTED IN AN ADMINISTRATIVE AGENCY DECISION AND 235 CASES WHERE THE REPRESENTATION RESULTED IN A COURT DECISION. ABOUT 13% OF THESE CASES WERE CATEGORIZED AS FAMILY LAW (ALMOST ALL OF WHICH INVOLVE DOMESTIC VIOLENCE OR CHILD ABUSE), 64% WERE CATEGORIZED AS HOUSING LAW (INCLUDING LANDLORD/TENANT, SUBSIDIZED HOUSING AND FORECLOSURE CASES), 10% WERE CATEGORIZED AS EMPLOYMENT LAW (CASES THAT ARISE UNDER STATE AND FEDERAL STATUTES RELATED TO WAGES, DISCHARGE, DISCRIMINATION, SAFETY AND SIMILAR ISSUES), 3% WERE CATEGORIZED AS INCOME MAINTENANCE (UNEMPLOYMENT INSURANCE, VETERANS' BENEFITS, SOCIAL SECURITY, AND OTHER PUBLIC BENEFITS), 2% WERE CATEGORIZED AS CONSUMER LAW, 5% WERE CATEGORIZED AS INDIVIDUAL RIGHTS (INCLUDING MENTAL HEALTH, DISABILITY RIGHTS, CIVIL RIGHTS AND HUMAN TRAFFICKING), 2% WERE CATEGORIZED AS ACCESS TO HEALTH CARE, AND 1% WERE CATEGORIZED AS WILLS/ESTATES, EDUCATION, JUVENILE, LICENSES, OR OTHERS.CLIENTS ACHIEVED A POSITIVE RESULT IN 88% OF CASES INVOLVING SOME FORM OF LITIGATION. AS A RESULT OF THIS FORM OF REPRESENTATION: 84% WERE MORE ECONOMICALLY SECURE; 81% OF THE CASES ALSO BENEFITTED THE CLIENT'S FAMILY OR HOUSEHOLD MEMBERS; AND 15% OF THE CASES BENEFITTED OTHER LOW-INCOME PEOPLE IN OREGON BEYOND THE CLIENT'S FAMILY AND HOUSEHOLD. WHERE A MATTER INVOLVED THESE SPECIFIC ISSUES: 89% OF THE CLIENTS WERE PHYSICALLY SAFER; 79% WERE BETTER ABLE TO KEEP CHILDREN SAFE; AND 86% OBTAINED OR MAINTAINED HOUSING. SOME OF THE CASES IMPROVED POLICIES AND/OR PRACTICES TO BENEFIT A LARGE NUMBER OF LOW-INCOME CLIENTS, AS WELL AS OBTAINING RESULTS FOR THE INDIVIDUAL CLIENT. 13707706 1 1 0 1 0 0 0 0 1 0 1 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 52 0 125 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X X SARAH DEMARTINO 5032952760 621 SW MORRISON STREET SUITE 1450 PORTLAND OR 97205 WAYNE BELMONT BOARD PRESIDENT 1.50 X X 0 0 0 SHERISA DAVIS-LARRY BOARD VICE PRESIDENT 1.50 X X 0 0 0 LANCE INOUYE BOARD TREASURER 1.50 X X 0 0 0 MARTINA GORDON BOARD SECRETARY 1.50 X X 0 0 0 NICOLE DEERING BOARD MEMBER 1.00 X 0 0 0 AMY EDWARDS BOARD MEMBER 1.00 X 0 0 0 SARA GRAY BOARD MEMBER 1.00 X 0 0 0 ANABEL HERNANDEZ-MEJIA BOARD MEMBER 1.00 X 0 0 0 AARON JEFFERS BOARD MEMBER 1.00 X 0 0 0 NAKILI ODOM BOARD MEMBER 1.00 X 0 0 0 PETER SHEPHERD BOARD MEMBER 1.00 X 0 0 0 ASSITAN SYLLA TRAORE BOARD MEMBER 1.00 X 0 0 0 MARISA WILKINS BOARD MEMBER 1.00 X 0 0 0 IRA ZAROV BOARD MEMBER 1.00 X 0 0 0 ERIKA HENTE EXECUTIVE DIRECTOR 35.00 X 139093 0 34846 SARAH DEMARTINO DIRECTOR OF FINANCE 35.00 X 119510 0 26457 MARIA ELENA SANTAELLA OPERATIONS/HR MANAGER 35.00 X 116872 0 33617 BETH ENGLANDER STATE SUPPORT UNIT ATTORNEY 35.00 X 116625 0 32959 HEATHER KEMPER DEPUTY DIRECTOR 35.00 X 122163 0 26204 NARGESS SHADBEH DIRECTOR OF FARMWORKER PROGRAM 35.00 X 121733 0 26613 EDWARD JOHNSON DIRECTOR OF LITIGATION 35.00 X 122233 0 25747 858229 0 206443 32 0 1 0 DAVINCI DIGITAL 4949 S MACADAM AVENUE NO 8 PORTLAND OR 97239 IT MAINTENANCE 164239 1 2783550 12268592 15052142 ATTORNEY FEES 900099 304511 304511 CONTRACT REVENUE 900099 251354 251354 555865 134110 134110 OTHER 900099 53022 53022 53022 15795139 555865 0 187132 339675 339675 24702 24702 319906 165242 152925 1739 9343860 8514592 807431 21837 557169 507924 47943 1302 1592884 1450232 138953 3699 854901 769813 83020 2068 14830 12270 2560 44500 44500 72000 59571 12429 266015 256914 9101 169965 153049 16505 411 219435 181555 37880 753019 678071 73126 1822 66005 59435 6410 160 14648 8905 5743 105022 94569 10199 254 63804 57454 6196 154 TRAINING AND EDUCATION 133472 121131 12341 REPAIRS AND MAINTENANCE 85461 82035 3426 DUES AND SUBSCRIPTIONS 68828 62243 6585 LIBRARY 50155 50155 91779 58169 33610 15252035 13707706 1510883 33446 3226078 3155608 18053 208809 620247 626647 71799 57231 154201 132109 801820 523357 275833 278463 1803417 1929086 536039 1026134 3679803 3710759 10385470 11124846 720520 723720 117336 0 18053 208804 3810374 3896679 4666283 4829203 X 5523362 6121901 195825 173742 5719187 6295643 10385470 11124846 543104 33352 0 X 0 1 X 1 0 X 10703222 11821439 13664705 13897893 15052142 65139401 10703222 11821439 13664705 13897893 15052142 65139401 3702592 61436809 25385 17992 70523 88816 134110 336826 47882 26874 68180 78787 53022 274745 65750972 2825617 0.93440 0.93140 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2021 AMOUNT: $ 47,882. 2022 AMOUNT: $ 26,874. 2023 AMOUNT: $ 68,180. 2024 AMOUNT: $ 78,787. 2025 AMOUNT: $ 53,022. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 134999 134999 15083590 15218589 910929 227732 0 0 794264 814681 864098 910929 3383972 5075958 75691 136424 55600 134999 402714 198566 203670 216025 227732 845993 1268990 0 1 X 144663 79485 65178 657157 443872 213285 278463 CERTIFICATES OF DEPOSIT 1026134 F 1026134 RIGHT-OF-USE ASSETS - OPERATING LEASES 3710759 3710759 REFUNDABLE ADVANCES 15529 LEASE LIABILITIES - OPERATING LEASES 3881150 3896679 15861565 33352 33074 66426 15795139 0 15795139 15285109 33074 33074 15252035 0 15252035 PART IV, LINE 2B: CLIENT TRUST ACCOUNTS. 1 LEGAL AID SERVICES OF OREGON 621 SW MORRISON SUITE 900 PORTLAND OR 97205 930635480 501(C)(3) 339675 0 STATEWIDE SYSTEM DELIVERY SUPPORT 1 OHCS EVICTION DEFENSE PROJECT ASSISTANCE - OCCUPANCY 10 24702 RENTAL ASSISTANCE PART I, LINE 2: THE OREGON LAW CENTER MONITORS THE USE OF GRANT FUNDS THROUGH ITS REVIEW OF THE RECIPIENTS' PERIODIC FINANCIAL STATEMENTS, CASE CLOSING STATISTICS AND FORM 990. ASSISTANCE IS PROVIDED FOR ELIGIBLE PARTICIPANTS IN VARIOUS PROGRAMS. SELECTION IS BASED UPON PROGRAM ELIGIBILITY, MONITORING OF THE USE OF ASSISTANCE FUNDS ACCOMPLISHED THOUGH REPORTING OF ALL PARTICIPANTS. X X X 0 0 0 0 0 0 0 1 0 ERIKA HENTE EXECUTIVE DIRECTOR 134420 0 4673 0 0 0 8428 0 26418 0 173939 0 0 0 MARIA ELENA SANTAELLA OPERATIONS/HR MANAGER 112199 0 4673 0 0 0 6754 0 26863 0 150489 0 0 0 PART I, LINE 3 THE SALARY OF THE EXECUTIVE DIRECTOR WAS SET BY THE BOARD OF DIRECTORS. THIS ACTION IS NOTED IN THE MINUTES. THE BOARD REVIEWS SALARIES PAID FOR COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS IN MAKING THE DECISION. AN OFFICER OF THE BOARD SENDS WRITTEN DIRECTIONS TO THE DIRECTOR OF FINANCE WHEN THE EXECUTIVE DIRECTOR'S SALARY IS CHANGED BY THE BOARD. THE SALARY FOR THE DIRECTOR OF FINANCE WAS APPROVED BY THE TREASURER OF THE BOARD AND THE EXECUTIVE DIRECTOR BASED ON THE SALARIES PAID FOR COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS. THE COMPENSATION OF OTHER EMPLOYEES IS SET BY THE EXECUTIVE DIRECTOR BASED ON WRITTEN SALARY SCALES THAT HAVE BEEN APPROVED BY THE BOARD. THE BOARD APPROVES SALARY SCALES AFTER REVIEWING SALARIES PAID FOR COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS AND BARGAINING WITH THE OLC'S EMPLOYEE'S UNION FOR POSITIONS LOCATED WITHIN THE BARGAINING UNIT. PART I, LINE 7 A DISCRETIONARY BONUS WAS AWARDED TO ALL EMPLOYEES IN FISCAL YEAR 2025. FORM 990, PART VI, SECTION B, LINE 11B WHEN THE OLC BOARD RECEIVES THE ANNUAL AUDIT, THE MEMBERS ARE REMINDED THAT THE FINANCIAL INFORMATION FROM THE AUDIT, TOGETHER WITH OTHER INFORMATION, WILL BE USED TO CREATE A DRAFT FORM 990 THAT WILL THEN BE SHARED WITH BOARD MEMBERS. A DRAFT COPY OF THE 990 IS SENT TO ALL BOARD MEMBERS. THEY ARE ENCOURAGED TO CAREFULLY REVIEW THE DRAFT LOOKING FOR ACCURACY AND CONSISTENCY. THEY ARE ENCOURAGED TO ASK QUESTIONS AND MAKE SUGGESTIONS FOR IMPROVEMENT BEFORE THE 990 IS FILED. THE DIRECTOR OF FINANCE AND EXECUTIVE DIRECTOR REVIEW THE DRAFT 990 FOR ACCURACY AND CONSISTENCY. ALL COMMENTS ARE FORWARDED TO THE INDEPENDENT ACCOUNTING FIRM THAT IS RETAINED TO PREPARE THE 990. THE FINAL DRAFT IS SENT TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C AS PART OF OLC'S ANNUAL AUDIT, OLC ASKS MEMBERS AND THE EXECUTIVE DIRECTOR TO FILL OUT A QUESTIONNAIRE THAT HELPS TO IDENTIFY RELATED PARTY TRANSACTIONS. FORM 990, PART VI, SECTION B, LINE 15 THE SALARY OF THE EXECUTIVE DIRECTOR WAS SET BY THE BOARD OF DIRECTORS. THIS ACTION IS NOTED IN THE MINUTES. THE BOARD REVIEWS SALARIES PAID FOR COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS IN MAKING THE DECISION. AN OFFICER OF THE BOARD SENDS WRITTEN DIRECTIONS TO THE DIRECTOR OF FINANCE WHEN THE EXECUTIVE DIRECTOR'S SALARY IS CHANGED BY THE BOARD. THE SALARY FOR THE DIRECTOR OF FINANCE WAS APPROVED BY THE TREASURER OF THE BOARD AND THE EXECUTIVE DIRECTOR BASED ON THE SALARIES PAID FOR COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS. THE COMPENSATION OF OTHER EMPLOYEES IS SET BY THE EXECUTIVE DIRECTOR BASED ON WRITTEN SALARY SCALES THAT HAVE BEEN APPROVED BY THE BOARD. THE BOARD APPROVES SALARY SCALES AFTER REVIEWING SALARIES PAID FOR COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS AND BARGAINING WITH THE OLC'S EMPLOYEE'S UNION FOR POSITIONS LOCATED WITHIN THE BARGAINING UNIT. FORM 990, PART VI, SECTION C, LINE 19 OLC MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, THE OLC'S FORM 990 ARE AVAILABLE ON THE GUIDESTAR WEBSITE AND THEIR OWN WEBSITE.