Civic Intelligence

Legal Services for Seniors

EIN 77-0073127 • 501(c)3 • Monterey, CA

Profile

Legal services for seniors provides legal services at no charge to monterey county seniors 60 years of age and older with an emphasis on serving those who are socially and/or economically needy.

11 Thomas Owens Way Suite 101Monterey, CA 93940

www.legalservicesforseniors.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

71st percentile

0.25x

Higher debt load relative to assets than 71% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.71x

Higher debt load relative to revenue than 85% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

27th percentile

-5.7%

Higher net margin than 27% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

79th percentile

$134,870

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 13.2% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

27th percentile

-3.8%

Faster asset growth than 27% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

39th percentile

1.3%

Faster revenue growth than 39% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$2,849,482

Down $111,133 (-3.8%) from 2023

Liabilities

Down

$726,373

Down $57,582 (-7.3%) from 2023

Net Assets

Down

$2,123,109

Down $53,551 (-2.5%) from 2023

Operations
Liabilities / Revenue85th percentileNet Margin27th percentile

Revenue

Up

$1,021,190

Up $13,398 (+1.3%) from 2023

Expenses

Down

$1,079,893

Down $67,912 (-5.9%) from 2023

Net Income

Up

-$58,703

Up $81,310 (+58%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2012: $322,063Liabilities 2012: $21,231Net Assets 2012: $300,8322012Assets 2013: $403,721Liabilities 2013: $14,832Net Assets 2013: $388,8892013Assets 2014: $473,202Liabilities 2014: $32,306Net Assets 2014: $440,8962014Assets 2015: $449,991Liabilities 2015: $23,897Net Assets 2015: $426,0942015Assets 2016: $1,584,281Liabilities 2016: $31,674Net Assets 2016: $1,552,6072016Assets 2017: $1,592,534Liabilities 2017: $29,834Net Assets 2017: $1,562,7002017Assets 2018: $1,944,629Liabilities 2018: $31,025Net Assets 2018: $1,913,6042018Assets 2019: $2,110,360Liabilities 2019: $35,416Net Assets 2019: $2,074,9442019Assets 2020: $2,170,769Liabilities 2020: $28,392Net Assets 2020: $2,142,3772020Assets 2021: $2,583,701Liabilities 2021: $155,240Net Assets 2021: $2,428,4612021Assets 2022: $2,323,978Liabilities 2022: $49,760Net Assets 2022: $2,274,2182022Assets 2023: $2,960,615Liabilities 2023: $783,955Net Assets 2023: $2,176,6602023Assets 2024: $2,849,482Liabilities 2024: $726,373Net Assets 2024: $2,123,1092024

Highlighted filing

2024

Assets$2,849,482
Liabilities$726,373
Net Assets$2,123,109
Open 2024 Filing

Operations Trend

Revenue Growth39th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2012: $426,9312012Expenses 2013: $491,5882013Revenue 2014: $587,170Expenses 2014: $535,163Net Income 2014: $52,0072014Revenue 2015: $568,610Expenses 2015: $583,326Net Income 2015: -$14,7162015Revenue 2016: $1,735,737Expenses 2016: $608,503Net Income 2016: $1,127,2342016Revenue 2017: $649,005Expenses 2017: $670,578Net Income 2017: -$21,5732017Revenue 2018: $1,050,890Expenses 2018: $719,111Net Income 2018: $331,7792018Revenue 2019: $985,990Expenses 2019: $831,062Net Income 2019: $154,9282019Revenue 2020: $977,188Expenses 2020: $889,362Net Income 2020: $87,8262020Revenue 2021: $900,200Expenses 2021: $823,689Net Income 2021: $76,5112021Revenue 2022: $1,040,789Expenses 2022: $982,157Net Income 2022: $58,6322022Revenue 2023: $1,007,792Expenses 2023: $1,147,805Net Income 2023: -$140,0132023Revenue 2024: $1,021,190Expenses 2024: $1,079,893Net Income 2024: -$58,7032024

Highlighted filing

2024

Revenue$1,021,190
Expenses$1,079,893
Net Income-$58,703
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,849,482
Liabilities
$726,373
Net assets
$2,123,109
Revenue
$1,021,190
Expenses
$1,079,893
Net income
-$58,703
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.85$0.73$2.12$1.02$1.08$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.96$0.78$2.18$1.01$1.15$0.14
2022Detailed filing. Detailed filing data is available for this year.$2.32$0.05$2.27$1.04$0.98$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.58$0.16$2.43$0.90$0.82$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.17$0.03$2.14$0.98$0.89$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.11$0.04$2.07$0.99$0.83$0.15
2018Detailed filing. Detailed filing data is available for this year.$1.94$0.03$1.91$1.05$0.72$0.33
2017Detailed filing. Detailed filing data is available for this year.$1.59$0.03$1.56$0.65$0.67$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.58$0.03$1.55$1.74$0.61$1.13
2015Detailed filing. Detailed filing data is available for this year.$0.45$0.02$0.43$0.57$0.58$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.47$0.03$0.44$0.59$0.54$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.01$0.39$0.49
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.02$0.30$0.43
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 23, 2025
Return Version
2023v6.0
Gross Receipts
$1,111,447
Mission and Program Overview

Mission

Legal services for seniors provides legal services at no charge to monterey county seniors 60 years of age and older with an emphasis on serving those who are socially and/or economically needy.

Provides legal services at no charge to monterey county seniors 60 years of age and above.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,817,926$1,911,051▲ $93,125
Cash and Non-Interest-Bearing Accounts$113,405$100,247▼ $13,158
Pledges and Grants Receivable$189,867$63,475▼ $126,392
Prepaid Expenses and Deferred Charges$35,766$35,539▼ $227
Savings and Temporary Cash Investments$30,251$31,261▲ $1,010
Land, Buildings, and Equipment, Net$16,356$11,846▼ $4,510
Total Assets$2,960,615$2,849,482▼ $111,133
Other Assets Total$757,044$696,063▼ $60,981
Liabilities
Other Liabilities$774,977$723,451▼ $51,526
Accounts Payable and Accrued Expenses$8,978$2,922▼ $6,056
Total Liabilities$783,955$726,373▼ $57,582
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,912,325$2,001,728▲ $89,403
Net Assets With Donor Restrictions$264,335$121,381▼ $142,954
Total Net Assets Fund Balance$2,176,660$2,123,109▼ $53,551
Total Liabilities and Net Assets / Fund Balance$2,960,615$2,849,482▼ $111,133

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$11,793$8,951$20,744
Equipment$53$868$921
Other Assets Org$662,118--
Other Securities$1,911,051--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$31,021$0▲ $2,925-$33,946
2022$28,577$200▲ $2,244-$31,021
2021$33,143-▼ $4,566-$28,577
2020$26,142-▲ $7,001-$33,143
2019$25,895-▲ $246-$26,142
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Teri ScarlettInterim Executive DirectorFT$103,200$31,670$134,870
Kellie MorgantiniFormer Interim Executive DFT$58,610$289$58,899

Board Members and Trustees

NameTitle
JOHN O'BRIENPresident
Daniel GriffeeVice President
Brian TurlingtonDirector
Dave SchottDirector
Donnna AmbrosiniDirector
George McinnisDirector
Kenneth KleinkopfDirector
Robert KramerDirector
Sheri ClineDirector
Tim FlanaganDirector
William Falor IiiDirector
Mary Ann LeffelDirector.
Cat MineoSecretary
Alex BlackTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$955,817
Program Service Revenue
$0
Investment Income
$71,698
Other Revenue
$-6,325
All Other Contributions
$511,883
Change in Net Assets
$-58,703

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,021,190
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$104,077
Total Revenue per Audited Statements
$1,125,267
Total Revenue per Form 990
$1,021,190
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$831,428
Other Expenses$248,465
Total Fundraising Expense$137,617
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$308,352$121,548$67,720$497,620
Current Officers, Directors, Trustees, and Key Employees$103,393$40,756$22,707$166,856
Other Employee Benefits$84,589$31,071$1,223$116,883
Occupancy$59,167$22,160$4,113$85,440
Payroll Taxes$31,025$12,230$6,814$50,069
Fees for Services Accounting$25,665$9,612$1,784$37,061
Advertising$1,620$95$19,582$21,297
All Other Expenses$8,971$5,585$1,743$16,299
Insurance$8,115$3,040$564$11,719
Fees for Services Other-$2,534$9,010$11,544
Depreciation Depletion$7,562$1,660-$9,222
Other Expenses$5,706$906$220$6,832
Travel$3,155$154$21$3,330
Conferences and Meetings$1,289$493-$1,782
Total Functional Expenses$679,037$263,239$137,617$1,079,893

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,178,818
Expenses per Audited Statements$1,079,893
Total Expenses per Form 990$1,079,893
Expenses Not Reported on Form 990$98,925
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$90,257
Fundraising Gross Income$13,394
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Ciao Cioppino$106,194$13,394$84,902$-71,508
Fiscal Year End Appeal----
Total Events$106,194$13,394$90,257$-76,863
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$681,340
Accrued Vacation$40,875
Other Accruals$1,236
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The audit or finance committee reviews and approves form 990 for accuracy and completeness and submits to the board for review.”

Form 990, Part VI, Section B, Line 12C

“Members of the board and officers of the organization shall disclose in writing any person or any business entity with which they are affliated or in which they have any direct or indirect interest that presently transacts business or in any way engages in any business or financial dealings with the organization or which might reasonably be expected to do so in the future. Written disclosure shall be made at the time the director is elected or appointed, and shall thereafter be updated and resubmitted annually.”

Form 990, Part VI, Section B, Line 15

“Independent personnel committee reviews, among other things, comparable data, and makes recommendations to the board regarding staff/personnel matters. The organization has no other officers or key employees other than those listed on form 990, part vii.”

Form 990, Part VI, Section C, Line 19

“The governing documents, policies and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Legal Services for Seniors
EIN
77-0073127
Phone
8318990492
Address
11 THOMAS OWENS WAY SUITE 101, MONTEREY, CA 93940

Signing Officer

Name
JOHN O'BRIEN
Title
President
Phone
8318990492
Signed
2025-01-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
JOHN O'BRIEN
Formed
1985
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
15
Volunteers
0

Preparer

Firm
Bianchi Kasavan & Pope Llp
Address
450 LINCOLN AVENUE SUITE 200, SALINAS, CA 93901
Preparer
Jesse Lopez
Phone
8317575311
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization has a committee that assumes responsibility for oversight of the audit of its financial statements. The method of the oversight has not changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“The organization has a donor restricted endowment fund for the purpose of providing free legal assistance to monterey county senior citizens age 60 and older.”

PART X, LINE 2:

“Part x, question #2: fin 48 the organization has been granted tax-exempt status by the internal revenue service under code section 501(c)(3). Certain types of income are considered unrelated business taxable income which is taxed at regular corporate income tax rates. The organization had no unrelated business taxable income during the year ended june 30, 2023. The organization believes that its tax positions will, more likely than not, be sustained based on their technical merits, should there be an examination by a taxing authority. Currently, the 2022, 2021, 2020, and 2019 tax years are open and subject to examination by the taxing authorities. However, the organization is not currently under audit nor has the organization been contacted by one of the taxing authorities. Management evaluated the organization's tax positions and concluded they took no uncertain tax positions requiring adjustment to the financial statements to comply with the provisions issued by the financial accounting standards board.”

Raw XML AppendixShowing 400 of 593 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN O'BRIEN
IRS990/Form990PartVIISectionAGrp/PersonNm1DANIEL GRIFFEE
IRS990/Form990PartVIISectionAGrp/PersonNm2ALEX BLACK
IRS990/Form990PartVIISectionAGrp/PersonNm3CAT MINEO
IRS990/Form990PartVIISectionAGrp/PersonNm4TIM FLANAGAN
IRS990/Form990PartVIISectionAGrp/PersonNm5DONNNA AMBROSINI
IRS990/Form990PartVIISectionAGrp/PersonNm6SHERI CLINE
IRS990/Form990PartVIISectionAGrp/PersonNm7KENNETH KLEINKOPF
IRS990/Form990PartVIISectionAGrp/PersonNm8MARY ANN LEFFEL
IRS990/Form990PartVIISectionAGrp/PersonNm9BRIAN TURLINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm10GEORGE MCINNIS
IRS990/Form990PartVIISectionAGrp/PersonNm11ROBERT KRAMER
IRS990/Form990PartVIISectionAGrp/PersonNm12WILLIAM FALOR III
IRS990/Form990PartVIISectionAGrp/PersonNm13DAVE SCHOTT
IRS990/Form990PartVIISectionAGrp/PersonNm14TERI SCARLETT
IRS990/Form990PartVIISectionAGrp/PersonNm15KELLIE MORGANTINI
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR.
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14INTERIM EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15FORMER INTERIM EXECUTIVE D
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