2026-07-14T10:24:00-05:00 2025-08-31 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2024-09-01 043212264 VETERANS LEGAL SERVICES INC VETE 8573174474 180 CANAL ST 401 BOSTON MA 02114 WILLIAM ASHER BOARD CHAIR 8573174474 2026-07-13 1 1 DANIELLE NIHILL P01350943 7819821001 2026-07-08 2024 2025-03-06 01:10:19Z WILLIAM ASHER 180 CANAL ST 401 BOSTON MA 02114 2716275 0 X WWW.VETERANSLEGALSERVICES.ORG X 1991 MA HELPS MASSACHUSETTS VETERANS OVERCOME ADVERSITY BY PROVIDING FREE CIVIL LEGAL AID THAT HONORS THEIR SERVICE, PROMOTES WELL-BEING, AND RESPONDS TO THEIR DISTINCTIVE NEEDS. 16 16 18 365 0 0 1871362 2098238 0 0 113900 88836 -25495 -60638 1959767 2126436 0 0 0 0 1227331 1740533 0 0 181974 286356 313796 1513687 2054329 446080 72107 4132643 4163790 478132 344912 3654511 3818878 VETERANS LEGAL SERVICES HELPS MASSACHUSETTS VETERANS OVERCOME ADVERSITY BY PROVIDING FREE CIVIL LEGAL AID THAT HONORS THEIR SERVICE, PROMOTES WELL-BEING, AND RESPONDS TO THEIR DISTINCTIVE NEEDS. 0 0 1758379 0 0 PROVIDED FREE CIVIL LEGAL SERVICES FOR MILITARY VETERANS IN MASSACHUSETTS TO PROMOTE THEIR STABLE HOUSING, ECONOMIC SECURITY, AND HEALTHY FAMILIES. HOSTED LEGAL CLINICS AT: MASSACHUSETTS VETERANS HOME AT CHELSEA, VA BOSTON HEALTHCARE SYSTEM, VA BEDFORD HEALTHCARE SYSTEM, NEW ENGLAND CENTER & HOME FOR VETERANS, NORFOLK COUNTY VETERANS TREATMENT COURT, VOLUNTEERS OF AMERICA (QUINCY AND LAWRENCE), AND THROUGH VIRTUAL SERVICES. PROVIDED ADVICE AND REPRESENTATION TO VETERANS ON LEGAL CASES. PURSUED HIGH-IMPACT CASES TO POSITIVELY IMPACT THE OVERALL VETERAN POPULATION IN MASSACHUSETTS. TRAINED OTHER ADVOCATES ON ISSUES IMPACTING VETERANS. 1758379 1 1 0 1 0 0 0 0 0 1 1 0 0 1 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 0 0 18 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X SARAH ROXBURGH 8573174474 180 CANAL STREET SUITE 401 BOSTON MA 02114 WILLIAM ASHER BOARD CHAIR 3.00 X X 0 0 0 NICOLE JACKSON LESLIE SECRETARY 3.00 X X 0 0 0 ELYSE MARKS TREASURER 3.00 X X 0 0 0 DANIEL CAREY DIRECTOR 1.00 X 0 0 0 JENNIFER GLANVILLE LOVE DIRECTOR 1.00 X 0 0 0 JOSEPH KEARNS GOODWIN DIRECTOR 1.00 X 0 0 0 NICHOLAS HASENFUS DIRECTOR 1.00 X 0 0 0 JONATHAN HAYDEN DIRECTOR 1.00 X 0 0 0 DANIEL LAPENTA DIRECTOR 1.00 X 0 0 0 CHANAL NEVES-MCCAIN DIRECTOR 1.00 X 0 0 0 SEAN MORRISSEY DIRECTOR 1.00 X 0 0 0 JEONG PARK DIRECTOR 1.00 X 0 0 0 ALEXANDRA TROBE DIRECTOR 1.00 X 0 0 0 CHRISTOPHER WALTON DIRECTOR 1.00 X 0 0 0 ANEISHA WORRELL DIRECTOR 1.00 X 0 0 0 STEPHANIE LIN DIRECTOR (AS OF 01/25) 1.00 X 0 0 0 SARAH ROXBURGH CO-EXECUTIVE DIRECTOR & CHIEF OF OPS 40.00 X 168115 0 21467 ANNA RICHARDSON CO-EXECUTIVE DIRECTOR & CHIEF COUN. 40.00 X 162365 0 25848 CINDY PALMQUIST MANAGING ATTORNEY 40.00 X 141577 0 24983 EVE ELLIOTT DIRECTOR OF LAW STUDENT PROGRAMS 40.00 X 115031 0 27749 ANGIE VARGAS PRO BONO DIRECTOR 40.00 X 105598 0 7535 692686 0 107582 5 0 1 0 0 330205 1047331 720702 2098238 130706 130706 481871 521892 1849 -40021 -1849 -41870 -41870 5460 330205 66098 -60638 -60638 2126436 0 0 28198 449169 339771 33303 76095 1014329 916331 30915 67083 2179 2179 173931 163397 3376 7158 100925 87316 4273 9336 31960 31960 2103 2103 2052 3930 -2103 225 61358 56158 2812 2388 14711 13343 433 935 157006 145942 5196 5868 7691 6976 226 489 5531 5017 163 351 13363 11903 1319 141 FUNDRAISING EXPENSES 11811 11811 PROGRAM EXPENSES 6210 6116 94 2054329 1758379 113976 181974 137517 141571 2520243 2441795 13071 75195 13296 15530 111984 12808 23175 99176 1030328 1115420 395013 275103 4132643 4163790 76351 69591 401781 275321 478132 344912 X 2649073 2695300 1005438 1123578 3654511 3818878 4132643 4163790 X 72107 93260 -1000 X 0 1 X 1 0 X 985593 1439837 1487049 1875322 2098238 7886039 985593 1439837 1487049 1875322 2098238 7886039 709950 7176089 31491 23937 66270 125928 130706 378332 -12857 -910 -29455 -60638 -103860 8160511 0.87940 0.83690 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2022 AMOUNT: $ 17,088. FUNDRAISING INCOME NET - 2021 AMOUNT: $ -12,857. 2022 AMOUNT: $ -17,998. 2023 AMOUNT: $ -29,455. 2024 AMOUNT: $ -60,638. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 282 0 1 1821 2103 0 PART II-B, LINE 1: ACTIVITIES CONSISTED OF LEGISLATIVE AND EXECUTIVE LOBBYING REGARDING ISSUES IMPACTING MASSACHUSETTS VETERANS. 1005438 119140 1000 1123578 919954 200 85284 1005438 929586 3000 -12632 919954 1014353 2500 -87267 929586 1005268 6750 2335 1014353 0.00000 0.70060 0.29940 0 0 43738 2744 40994 14246 10064 4182 54000 54000 99176 SECURITY DEPOSIT 21802 RIGHT OF USE ASSET, NET 253301 275103 LEASE LIABILITIES 275321 275321 X 2222556 93260 3860 -1000 96120 2126436 0 2126436 2058189 3860 3860 2054329 0 2054329 PART V, LINE 4: THE ENDOWMENT PRINCIPAL IS PERMANENTLY RESTRICTED. ENDOWMENT INCOME MAY BE USED TO SUPPORT FUTURE OPERATIONS AND PROGRAMS. PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THE ORGANIZATION DOES NOT RECORD A PROVISION FOR INCOME TAXES. THE ORGANIZATION HAS ALSO BEEN CLASSIFIED AS AN ENTITY THAT IS NOT A PRIVATE ORGANIZATION; THEREFORE, CONTRIBUTIONS MADE TO THE ORGANIZATION ARE DEDUCTIBLE BY DONORS AS PROVIDED IN SECTION 170 OF THE INTERNAL REVENUE CODE. THE ORGANIZATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON THE APPLICATION OF A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AS A TAX POSITION; HOWEVER, THE ORGANIZATION HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE ORGANIZATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. PART XI, LINE 2D - OTHER ADJUSTMENTS: UNCOLLECTIBLE ENDOWMENT PLEDGE -1,000. ANNUAL EVENT 335665 330205 5460 6715 46626 1757 11000 335665 330205 5460 6715 46626 1757 11000 66098 -60638 X X X X 0 0 0 0 0 0 0 0 0 SARAH ROXBURGH CO-EXECUTIVE DIRECTOR & CHIEF OF OPS 168115 0 0 0 0 0 4000 0 17467 0 189582 0 0 0 ANNA RICHARDSON CO-EXECUTIVE DIRECTOR & CHIEF COUN. 162365 0 0 0 0 0 8400 0 17448 0 188213 0 0 0 CINDY PALMQUIST MANAGING ATTORNEY 141577 0 0 0 0 0 7442 0 17541 0 166560 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS MAY ELECT AN EXECUTIVE COMMITTEE OF DIRECTORS, WHICH EXECUTIVE COMMITTEE SHALL, EXCEPT AS THE BOARD OF DIRECTORS OTHERWISE DETERMINES AND PROVIDED THAT EXECUTIVE COMMITTEE ACTION SHALL NOT CONFLICT WITH THE EXPRESS ACTIONS OR POLICIES OF THE BOARD OF DIRECTORS, HAVE FULL POWER AND AUTHORITY TO ACT ON ALL MATTERS BETWEEN MEETINGS OF THE DIRECTORS, EXCEPT FOR POWER AND AUTHORITY THAT MAY NOT BE DELEGATED BY THE BOARD OF DIRECTORS, AND EXCEPT FOR THE FOLLOWING POWERS: TO ELECT OFFICERS; TO FILL OFFICER VACANCIES; TO SUSPEND OR REMOVE DIRECTORS OR OFFICERS FROM OFFICE; TO HIRE, TERMINATE OR ESTABLISH THE COMPENSATION OF THE EXECUTIVE DIRECTOR/CEO; TO APPROVE THE CORPORATION'S ANNUAL BUDGET; TO SELECT THE INDEPENDENT AUDITOR FOR THE CORPORATION; TO CHANGE THE PRINCIPAL OFFICE OF THE CORPORATION; TO AUTHORIZE A SALE, LEASE, EXCHANGE, OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION; TO AUTHORIZE A MERGER OR CONSOLIDATION OF THE CORPORATION; TO AUTHORIZE DISSOLUTION OF THE CORPORATION; TO INITIATE A BANKRUPTCY PROCEEDING; TO AMEND THE BYLAWS. THE EXECUTIVE COMMITTEE SHALL MAINTAIN A WRITTEN RECORD OF ITS WORK AND REPORT IN WRITING TO THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE CO-EXECUTIVE DIRECTORS AND BUSINESS MANAGER JOINTLY REVIEW THE FORM 990 IN ITS ENTIRETY. THE FORM 990 IS ALSO CIRCULATED TO ALL BOARD MEMBERS FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, TRUSTEE, OFFICER, MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, AND SENIOR EMPLOYEE SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, B. HAS READ AND UNDERSTANDS THE POLICY, C. HAS AGREED TO COMPLY WITH THE POLICY, AND D. UNDERSTANDS THAT THE ORGANIZATION IS TAX-EXEMPT AND THAT IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. THE STATEMENT SHALL INCLUDE INFORMATION RELATING TO ANY ACTUAL OR POTENTIAL FINANCIAL OR DUALITY INTEREST AS TO SUCH PERSON. AFTER DISCLOSURE OF THE FINANCIAL OR DUALITY INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL BY A MAJORITY VOTE OF DISINTERESTED DIRECTORS OR COMMITTEE MEMBERS DO THE FOLLOWING: A. DETERMINE WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST AND FOR ITS OWN BENEFIT, IS FAIR AND REASONABLE TO THE ORGANIZATION, IS BASED ON APPROPRIATE COMPARABILITY INFORMATION, AND WILL NOT RESULT IN AN EXCESS BENEFIT TRANSACTION FOR IRS PURPOSES; AND B. MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH SUCH DETERMINATION EXISTS. THIS IS OVERSEEN BY BOARD CHAIR. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE, CONSISTING OF BOARD MEMBERS, MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS CONSIDERS THE RECOMMENDATION AND INDEPENDENTLY REVIEWS THE COMPENSATION OF THE CO-EXECUTIVE DIRECTORS, COMPARES IT TO OTHER SIMILAR ORGANIZATIONS IN THE BOSTON AREA AND HOLDS A DISCUSSION TO DELIBERATE AND APPROVE. THE ORGANIZATION DOES NOT PRESENTLY HAVE OTHER COMPENSATED OFFICERS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE, AND ALSO UPON REQUEST. FORM 990, PART XI, LINE 9: UNCOLLECTIBLE ENDOWMENT PLEDGE -1,000.