2023-11-03T09:11:24-05:00 2023-06-30 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2022-07-01 043177488 METROWEST LEGAL SERVICES INC METR 5086201830 63 FOUNTAIN STREET 304 FRAMINGHAM MA 01702 ELIZABETH SOULE EXECUTIVE DIRECTOR 5086201830 2023-11-02 1 ELIZABETH SOULE XXX-XX-XXXX 1 CAITLIN LIMOGES CPA P01633588 5083669100 2023-11-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ELIZABETH SOULE 63 FOUNTAIN STREET 304 FRAMINGHAM MA 01702 4312508 0 X WWW.MWLEGAL.ORG X 1976 MA METROWEST LEGAL SERVICES (MWLS) PROVIDES FREE LEGAL ADVOCACY TO INDIVIDUALS IN OUR SERVICE AREA. 12 12 40 94 0 0 3391132 4206509 6196 16318 40597 70504 44509 -11450 3482434 4281881 0 0 0 0 2590541 2992811 0 0 178179 707484 775103 3298025 3767914 184409 513967 3717973 4595431 433554 740868 3284419 3854563 X METROWEST LEGAL SERVICES (MWLS) PROVIDES FREE LEGAL ADVOCACY IN CIVIL CASES TO PROTECT AND ADVANCE THE RIGHTS OF THE POOR, ELDERLY, DISABLED, HOMELESS AND OTHER DISENFRANCHISED PEOPLE IN OUR SERVICE AREA SO THEY MAY OBTAIN LEGAL, SOCIAL AND ECONOMIC JUSTICE. MWLS ASSISTS CLIENT ELIGIBLE PERSONS IN SECURING ACCESS TO BASIC NEEDS AND IN CHALLENGING INSTITUTIONAL BARRIERS IN ORDER TO ACHIEVE JUSTICE. 0 0 3244056 16318 DURING FISCAL YEAR 2023, MWLS PROVIDED LEGAL ASSISTANCE TO 3,243 CLIENTS. 94 LEGAL CLINICS WERE HELD WHERE LEGAL CONSULTATIONS AND ADVICE WERE PROVIDED TO 492 ATTENDEES. 39 OUTREACH OR TRAINING PRESENTATIONS WERE ATTENDED BY 1,196 PEOPLE. 78 VOLUNTEER ATTORNEYS PROVIDED LEGAL REPRESENTATION IN OVER 200 CASES, DONATING 1,217 PRO-BONO HOURS VALUED AT $334,675. LEGAL REPRESENTATION BY MWLS ADVOCATES ALSO RESULTED IN SIGNIFICANT ECONOMIC BENEFITS TO OUR CLIENTS. DURING FY23, MWLS PROCURED $417,203 IN DIRECT LUMP SUM BENEFITS FOR CLIENTS; $87,932 IN MONTHLY DIRECT BENEFITS TO CLIENTS; $1,603,968 IN LUMP SUM SAVINGS FOR CLIENTS; AND $175,998 IN MONTHLY PAYMENT SAVINGS TO CLIENTS. MWLS IMPLEMENTED SEVERAL NEW PROJECTS THAT WERE FUNDED BY THE AMERICAN RESCUE PLAN ACT THROUGH THE MASSACHUSETTS LEGISLATURE. MWLS STARTED A MEDICAL-LEGAL PARTNERSHIP WITH EMERSON HOSPITAL AND A HIGH QUALITY EDUCATION FOR ALL PROJECT WHERE THE ATTORNEY WORKS TO IDENTIFY AND ADDRESS SYSTEMIC ISSUES THAT ADVERSELY AFFECT VULNERABLE CHILDREN IN RECEIVING THE EDUCATION THAT THEY ARE ENTITLED TO AND REQUIRE. AS MUCH OF THE COVID-ERA HOUSING FUNDING WILL END AT THE END OF FY24, MWLS HAS BEEN ACTIVELY INVOLVED IN THE ACCESS TO COUNSEL COALITION WHOSE GOAL IS THE PASSAGE OF PROPOSED LEGISLATION THAT WILL SIGNIFICANTLY INCREASE LOW-INCOME TENANTS AND OWNER OCCUPANT LANDLORDS' ACCESS TO COUNSEL IN EVICTION CASES. MWLS RECEIVED NEW FUNDING TO ASSIST MASSHEALTH RECIPIENTS TO SUCCESSFULLY NAVIGATE THE REDETERMINATION PROCESS WHICH WAS SUSPENDED DURING THE PUBLIC HEALTH EMERGENCY. RECIPIENTS' FAILURE TO COMPLETE THE PROCESS WOULD RESULT IN TERMINATION OF MASSHEALTH BENEFITS. THOSE MOST LIKELY TO REQUIRE ASSISTANCE INCLUDE THE ELDERLY AND IMMIGRANTS. 1.8 MILLION MASSHEALTH RECIPIENTS ACROSS MASSACHUSETTS ARE SCHEDULED TO RECEIVE REDETERMINATION NOTICES IN 2023. 3244056 1 1 0 1 0 0 0 0 1 0 1 0 0 1 1 1 1 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 0 0 0 0 0 1 5 0 1 40 1 0 0 0 0 1 1 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X ELIZABETH SOULE 5086201830 63 FOUNTAIN STREET SUITE 304 FRAMINGHAM MA 01702 KATHERINE GARRAHAN ESQ PRESIDENT 1.00 X X 0 0 0 STEPHEN RICHMOND ESQ VICE PRESIDENT 1.00 X X 0 0 0 CAROLYN FLAMMEY CPA TREASURER 1.00 X X 0 0 0 ADAM SLUTSKY ESQ CLERK 1.00 X X 0 0 0 PAULA NEDDER ESQ DIRECTOR 1.00 X 0 0 0 DEEPIKA BHAYANA ESQ DIRECTOR 1.00 X 0 0 0 COLLEEN CUNNALLY ESQ DIRECTOR 1.00 X 0 0 0 MARCUS HUGHES ESQ DIRECTOR 1.00 X 0 0 0 STEPHANIE MOLINA ESQ DIRECTOR 1.00 X 0 0 0 DAMIEN POWELL ESQ DIRECTOR 1.00 X 0 0 0 GHEED MURTADI DIRECTOR 1.00 X 0 0 0 JENNIFER RAHALL DIRECTOR 1.00 X 0 0 0 ELIZABETH SOULE ESQ EXECUTIVE DIRECTOR 35.00 X 131681 0 13842 MARY KIELY CFO 35.00 X 102338 0 28303 STEPHEN MATTHEWS ADVOCACY DIRECTOR 35.00 X 112183 0 14106 CHERYL PALMIERI DIRECTOR OF PROBONO SERVICES 35.00 X 101718 0 12644 447920 0 68895 4 0 0 0 0 46000 108099 1436028 2616382 4206509 ATTORNEY FEES 541100 16318 16318 16318 70504 70504 19177 108099 30627 -11450 -11450 4281881 16318 0 59054 286086 79768 168691 37627 2037226 1918339 38779 80108 68536 66308 32 2196 409347 387837 3580 17930 191616 169383 13396 8837 47900 47900 1137 1137 12006 12006 359813 309256 44583 5974 31140 27406 1118 2616 117578 99780 9226 8572 16246 16066 180 21351 18509 1503 1339 EQUIPMENT MAINTENANCE 40121 32743 75 7303 PROGRAM LITIGATION FEES 33965 33965 EQUIPMENT LEASE 28529 24894 1939 1696 TRAINING 25154 23297 229 1628 40163 36505 1305 2353 3767914 3244056 345679 178179 50 50 1285863 1045324 486136 511960 11915 12346 191094 191094 0 0 1831065 2595272 102944 430479 3717973 4595431 338318 316254 95236 186032 0 238582 433554 740868 X 2724318 3320087 560101 534476 3284419 3854563 3717973 4595431 513967 56177 0 X X 0 1 X 1 0 X 2096323 2426531 3438846 3391132 4206509 15559341 2096323 2426531 3438846 3391132 4206509 15559341 15559341 28904 35457 27375 40597 70504 202837 15762178 365192 0.98710 0.98970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1137 1137 3766777 3767914 338396 84599 0 0 264872 288651 314901 338396 1206820 1810230 2820 1406 3527 1137 8890 66218 72163 78725 84599 301705 452558 PART II-A, LINE 1B: DURING FY23, MWLS LOBBIED STATE LEGISLATORS IN SUPPORT OF INCREASED FUNDING FOR CIVIL LEGAL AID VIA THE MASSACHUSETTS LEGAL ASSISTANCE CORPORATION LINE ITEM WHICH PROVIDES FUNDING FOR CIVIL LEGAL AID. THIS TOOK THE FORM OF PARTICIPATING IN LEGISLATIVE BRIEFINGS AND INDIVIDUAL MEETINGS WITH LEGISLATORS. MWLS STAFF ALSO PARTICIPATED IN THE ACCESS TO COUNSEL COALITION AND LOBBIED STATE LEGISLATORS IN SUPPORT OF PENDING LEGISLATION THAT WOULD EXPAND ACCESS TO COUNSEL IN EVICTION CASES FOR LOW-INCOME TENANTS AND OWNER OCCUPANT LANDLORDS. MWLS ALSO SIGNED ONTO SEVERAL LETTERS SUBMITTED BY COALITIONS OF LEGAL AID PROGRAMS AND OTHERS AROUND ISSUES OF INCREASED BENEFITS TO LIFT CHILDREN OUT OF POVERTY, EXPANDED LANGUAGE ACCESS, AND CHANGES IN REGULATIONS AFFECTING SPECIAL EDUCATION ISSUES. 0 1 X 160941 160941 0 30153 30153 0 0 SECURITY DEPOSIT 7708 CLIENT ESCROW FUNDS 186032 RIGHT-OF-USE-ASSETS - OPERATING 236739 430479 OPERATING LEASE LIABILITIES 238582 238582 X 4694539 56177 337860 394037 4300502 12006 -30627 -18621 4281881 4124395 337860 30627 368487 3755908 12006 12006 3767914 PART IV, LINE 2B: MWLS MAINTAINS AND ADMINISTERS CLIENT FUNDS RELATIVE TO CASES THAT ARE CURRENTLY IN LITIGATION. THE AMOUNTS ARE PAID OUT AS DIRECTED BY THE CLIENTS. PART X, LINE 2: MWLS ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MWLS HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT JUNE 30, 2023. MWLS'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE JURISDICTIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES SHOWN NET ON FORM 990, PART VIII, LINE 8B. -30,627. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES SHOWN NET ON FORM 990, PART VIII, LINE 8B 30,627. GOLF TOURNAMENT 127276 108099 19177 19177 11450 127276 108099 19177 19177 11450 30627 -11450 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE 990 PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS ARE REQUIRED TO REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY. ALL BOARD MEMBERS ARE ALSO REQUIRED TO SUBMIT AN ANNUAL DISCLOSURE STATEMENT OF CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS DETERMINE THE SALARY OF THE EXECUTIVE DIRECTOR BY USING A COMPARABILITY STUDY TO ORGANIZATIONS SIMILAR IN SIZE. FORM 990, PART VI, SECTION C, LINE 19 MWLS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.