2026-05-13T13:36:56-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2025-01-01 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 2026-05-12 1 AMY CHAPMAN P00843460 4078021200 2026-05-11 2025 2025-03-06 01:10:19Z JEFFREY D HARVEY ESQ 122 E COLONIAL DR 200 ORLANDO FL 32801 21368190 0 X WWW.CLSMF.ORG X 1966 FL ENHANCING THE LIVES OF THOSE WE SERVE THROUGH LEGAL SUPPORT, ASSISTANCE, AND EDUCATION. 16 15 185 311 0 0 15599886 19844904 47264 500 348464 695192 4494 378601 16000108 20919197 0 0 0 0 12446538 15078244 0 0 643672 3712809 4131532 16159347 19209776 -159239 1709421 20175316 26666919 10038502 14817754 10136814 11849165 PROVIDES NO-COST LEGAL SERVICES TO THE MOST VULNERABLE IN CENTRAL FLORIDA, HELPING THEM PROTECT THEIR FAMILIES, HEALTH, AND LIVELIHOOD. 0 0 14741861 500 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. 14741861 1 1 0 1 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 41 0 1 185 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 0 1 1 1 1 1 1 1 0 FL X X THERESA KOZUB CHIEF FINANCIAL OFFICER 4079367689 122 E COLONIAL DR 200 ORLANDO FL 32801 JEFFREY HARVEY CHIEF EXECUTIVE OFFICER 40.00 X X 235974 0 38970 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 THERESA KOZUB CHIEF FINANCIAL OFFICER 40.00 X 169492 0 20280 DANIELLE HARRIS CHIEF PROGRAM OFFICER 40.00 X 166484 0 35912 NADIA SOULOUQUE CHIEF HUMAN RESOURCES OFFI 40.00 X 165010 0 21674 736960 0 116836 4 0 1 0 TRUESAVVY 1525 NASSAU STREET TITUSVILLE FL 32780 SOFTWARE DEVELOPMENT FOR BUILDING PRO SE 450000 CHARTER TECH SERVICES 302 WASHINGTON ST SAN DIEGO CA 92103 IT SERVICES 252000 2 20716 9929769 9894419 19844904 ATTORNEY FEES 541100 500 500 500 248846 248846 2743 0 2743 2743 2743 885195 438849 446346 446346 446346 5169 20716 10144 -4975 -4975 MISCELLANEOUS REVENUE 900099 380833 380833 380833 20919197 500 0 1073793 464716 27495 368486 68735 11255980 8978709 1914323 362948 369030 303341 56481 9208 2128386 1674310 387576 66500 860132 672772 160489 26871 19081 19081 74589 74589 29794 29794 59543 59543 1055894 929257 104472 22165 126255 94999 26863 4393 669314 520365 127203 21746 236937 178632 50044 8261 19214 19214 149675 112843 31613 5219 202149 152404 42697 7048 MISCELLANEOUS 1280408 942251 304724 33433 DUES & SUBSCRIPTIONS 119461 87220 28207 4034 TRAINING 89218 67263 18844 3111 19209776 14741861 3824243 643672 9459724 13461902 1097983 2838785 821147 670433 16580 5186 389993 437638 6296089 2699255 3664635 3596834 4110228 4485059 615026 1171082 20175316 26666919 848670 851451 7910607 12162364 210 205 595410 568951 683605 1234783 10038502 14817754 X 9640240 10437163 496574 1412002 10136814 11849165 20175316 26666919 1709421 2652 278 0 X X 0 1 X 1 1 1 X 10822621 12115950 15969373 15599886 19844904 74352734 10822621 12115950 15969373 15599886 19844904 74352734 74352734 213480 81323 66308 367236 251589 979936 3536 386002 389538 75722208 98347 0.98190 0.98680 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING REVENUE - 2024 AMOUNT: $ 3,536. 2025 AMOUNT: $ 5,169. MISCELLANEOUS INCOME - 2025 AMOUNT: $ 380,833. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 11793 0 1 18001 29794 0 PART II-B, LINE 1: CLS ENGAGED IN LSC PERMISSIBLE LOBBYING UNDER SECTION 1626.6, AGAINST THE PASSAGE OF FLORIDA HB 173/SB 498, WHICH SOUGHT TO INTRODUCE GOVERNMENT CONTROL OVER A NON-GOVERNMENTAL PROGRAM. THIS WOULD REDUCE INCOME OF THE LEGAL AID IOTA PROGRAM AND REDUCE OUR FUNDING BY NEARLY 90%. 0 1 X 857594 857594 4852956 2113716 2739240 585539 585539 0 3596834 OPERATING LEASE OBLIGATION 1173263 FINANCE LEASE OBLIGATION 61520 1234783 X 23015449 2652 2142999 2145651 20869798 59543 -10144 49399 20919197 21303376 2142999 10144 2153143 19150233 59543 59543 19209776 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 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -10,144. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 10,144. CLAY SHOOT 25885 20716 5169 639 8760 219 526 25885 20716 5169 639 8760 219 526 10144 -4975 1 X X X X 0 0 0 0 0 0 0 0 0 JEFFREY HARVEY CHIEF EXECUTIVE OFFICER 213921 0 20853 0 1200 0 11821 0 27149 0 274944 0 0 0 DANIELLE HARRIS CHIEF PROGRAM OFFICER 156128 0 853 0 9503 0 8160 0 27752 0 202396 0 0 0 THERESA KOZUB CHIEF FINANCIAL OFFICER 168639 0 853 0 0 0 8479 0 11801 0 189772 0 0 0 NADIA SOULOUQUE CHIEF HUMAN RESOURCES OFFI 164157 0 853 0 0 0 0 0 21674 0 186684 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE BUDGET FINANCE AND AUDIT COMMITTEE MAY ACT WITH THE BOARD'S AUTHORITY TO APPROVE BANKING RELATIONSHIPS, ACCEPT THE ANNUAL AUDITS AND THE 990 REPORT. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY MANAGEMENT, THE BOARD PRESIDENT, AND THE TREASURER. IF ANY CHANGES ARE NECESSARY, IT WILL BE RETURNED TO THE TAX PREPARER. ONCE APPROVED BY THE AFOREMENTIONED PARTIES, THE FORM 990 IS DISTRIBUTED TO THE BFA COMMITTEE AND TYPICALLY FILED AT THAT TIME, AFTER WHICH IT IS DISTRIBUTED TO THE FULL BOARD. 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 MOST RECENTLY OCCURRED IN 2025. 15B. KEY EMPLOYEES ARE REVIEWED BY THE CEO AND APPROVED IN THE BUDGET PROCESS BY THE FINANCE COMMITTEE. THIS PROCESS MOST RECENTLY OCCURRED IN 2025. 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.