2022-11-15T18:10:00-06:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2021-01-01 910852323 PUBLIC DEFENDER ASSOCIATION DEFE 2063920050 110 PREFONTAINE PLACE SOUTH 502 SEATTLE WA 98104 LISA DAUGAARD CO-EXECUTIVE DIRECTOR 2063920050 2022-11-15 1 LISA DAUGAARD XXX-XX-XXXX KURT BENNION CPA P01469618 4252506100 2022-11-15 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z LISA DAUGAARD 110 PREFONTAINE PLACE SOUTH 502 SEATTLE WA 98104 31692669 0 X WWW.DEFENDER.ORG X 1969 WA DEVELOPING AND ADVOCATING FOR ALTERNATIVES TO THE TRADITIONAL CRIMINAL JUSTICE SYSTEM. 12 12 124 14 0 0 15701835 30555678 654568 1105261 87305 6888 0 24324 16443708 31692151 3598533 8843172 0 0 5876050 8487526 0 0 191895 9577238 15535340 19051821 32866038 -2608113 -1173887 15826718 13410150 3489188 2236507 12337530 11173643 X THE PUBLIC DEFENDER ASSOCIATION ADVANCES SOCIAL AND RACIAL EQUITY AND COMMUNITY HEALTH THROUGH REFORM OF THE CRIMINAL JUSTICE SYSTEM. GROUNDING REFORM IN A PUBLIC HEALTH AND SAFETY FRAMEWORK, PDA DEVELOPS NEW STRATEGIES AND IMPLEMENTS MODELS THAT IMPROVE ON CONVENTIONAL RESPONSES TO CRIME AND PUBLIC ORDER ISSUES. IN COLLABORATION WITH COMMUNITY AND GOVERNMENT PARTNERS, WE USE POLICY ADVOCACY, ORGANIZING, LITIGATION, AND PUBLIC EDUCATION TO ACHIEVE OUR GOALS. 0 1 15929759 8843172 0 COLEAD/JUSTCARE: ADAPTED LEAD DURING THE COVID CRISIS TO PROVIDE INTENSIVE CASE MANAGEMENT TEAMS FOR INDIVIDUALS WHO WERE LIVING UNSHELTERED AFTER SHELTER CLOSURES AND DE-INTENSIFICATION, JAIL AND COURT CLOSURES, CLOSURE OF PUBLICLY ACCESSIBLE SANITATION FACILITIES, AND CLOSURE OF IN-PERSON BEHAVIORAL HEALTH PROGRAMS; USED HOTELS AND OTHER NON-CONGREGATE FACILITIES TO PROVIDE PRIVATE ROOMS FOR PEOPLE NEEDING SIGNIFICANT SUPPORT DUE TO COMPLEX BEHAVIORAL HEALTH NEEDS; ASSISTED IN DEVELOPING EXIT PLANS, INCOME STABILIZATION, AND PERMANENT HOUSING PLANS. 10841974 0 0 LEAD/SEATTLE KING COUNTY: PDA STAFF ARE PROJECT MANAGERS FOR, AND OVERSEE SUBCONTRACTS TO CASE MANAGEMENT AGENCIES FOR, A COMMUNITY-BASED DIVERSION PROGRAM FOR PEOPLE WHO VIOLATE LAWS RELATED TO THEIR BEHAVIORAL HEALTH ISSUES AND/OR EXTREME POVERTY. IN 2020, THE PROGRAM WAS RENAMED LET EVERYONE ADVANCE WITH DIGNITY, AND IT BEGAN TAKING REFERRALS DIRECTLY FROM COMMUNITY MEMBERS AS WELL AS LAW ENFORCEMENT. PDA ALSO PROVIDES LEGAL SERVICES FOR LEAD PARTICIPANTS, AND SUBCONTRACTED FOR LEAD LIAISON SERVICES FROM THE SEATTLE CITY ATTORNEY'S OFFICE. 2420988 0 1032869 LEAD NATIONAL SUPPORT BUREAU: PROVIDES TECHNICAL SUPPORT TO JURISDICTIONS NATIONALLY SEEKING TO REPLICATE SEATTLE'S LEAD DIVERSION PROGRAM FOR PEOPLE WHO COMMIT LAW VIOLATIONS RELATED TO BEHAVIORAL HEALTH ISSUES OR INCOME INSTABILITY. 2550962 0 72392 OTHER PROGRAM SERVICES INCLUDING COLEAD, CJP COLLECTIVE JUSTICE PROJECT, AND CSP CIVIL SURVIVAL PROJECT. 2550962 0 72392 31743683 1 1 0 1 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 41 0 1 124 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 WA X BARB DONOHUE 2063920050 110 PREFONTAINE PLACE SOUTH 502 SEATTLE WA 98104 LISA DAUGAARD DIRECTOR/CO-EXECUTIVE DIRECTOR 40.00 X 198179 0 27319 BESSIE SCOTT CHIEF OF STAFF/CO-EXEC. DIRECTOR 40.00 X 172725 0 10213 JESSE BENET DEPUTY DIRECTOR (THRU 8/21) 40.00 X 165808 0 13532 MARIE MCNABB CFO 40.00 X 143705 0 24878 BRENDAN COX DIRECTOR OF POLICING STRATEGIES 40.00 X 156988 0 8518 TARA MOSS LEAD SKCPD/CO-EXECUTIVE DIRECTOR 40.00 X 126752 0 37318 NAJJA MORRIS LEAD NSB PROGRAM DIRECTOR 40.00 X 123637 0 37186 TARRA SIMMONS PROGRAM DIRECTOR 40.00 X 128234 0 31445 PRACHI DAVE SENIOR ATTORNEY 40.00 X 134353 0 13623 THEA OLIPHANT-WELLS INTERIM PRESIDENT & BOARD MEMBER 1.00 X X 0 0 0 ANDRA KRANZLER BOARD MEMBER & PRESIDENT 1.00 X X 0 0 0 AMANDA DUBOIS VICE PRESIDENT 0.80 X X 0 0 0 JOSEPH MCGOVERN TREASURER (THROUGH 12/21) 1.00 X X 0 0 0 TIM REYNON SECRETARY 0.80 X X 0 0 0 MERGITU ARGO BOARD MEMBER 0.80 X 0 0 0 LEE COVELL BOARD MEMBER (THROUGH 7/21) 0.80 X 0 0 0 MARIA KANG BOARD MEMBER 0.80 X 0 0 0 JOSEPH LACHMAN BOARD MEMBER 0.80 X 0 0 0 KELLI LARSEN BOARD MEMBER 0.80 X 0 0 0 MARCOS MARTINEZ BOARD MEMBER 0.80 X 0 0 0 ALEX NARVAEZ BOARD MEMBER 0.80 X 0 0 0 JIM STREET BOARD MEMBER 0.80 X 0 0 0 REV HARRIETT WALDEN BOARD MEMBER 0.80 X 0 0 0 1350381 0 204032 18 0 1 0 REBECCA BROWN 855 MEADOW VIEW DR RICHMOND CA 94806 CONSULTING SERVICES 210037 ANN DREWS 12017 NE 75TH STREET KIRKLAND WA 98033 IT SERVICES 198415 GEMTRAINERS 555 LENOX AVENUE SUITE 4C NEW YORK NY 10037 CONSULTING SERVICES 147529 3 29162513 1393165 1998 30555678 CONTRACT SERVICES 541100 1105261 1105261 1105261 7406 7406 518 -518 -518 -518 MISCELLANEOUS INCOME 900099 24324 24324 24324 31692151 1105261 0 31212 X 8843172 8843172 745601 416715 271635 57251 6097707 5776109 232370 89228 250432 228581 16547 5304 857165 820936 33497 2732 536621 470870 56861 8890 58768 58768 81578 59392 22186 3992110 3885973 106137 47958 38588 9370 146211 115217 29844 1150 260197 208555 45592 6050 518584 460134 50610 7840 310184 306921 3263 34172 32258 1914 980 354 626 538651 514372 21859 2420 13222 1624 11598 DIRECT PROGRAM COSTS 8928923 8922796 6127 PROGRAM DEVELOPMENT AND 454602 454602 CASE AND CLIENT COSTS 61177 52995 8182 EQUIPMENT COSTS 55011 46138 7213 1660 33012 28613 4399 32866038 31743683 930460 191895 47844 113085 840462 1133786 1642831 1000000 6833770 8662649 1449598 362225 2480046 758713 2136598 1721333 2803920 380532 71695 36540 15826718 13410150 3380907 2139540 151 151 108130 96816 3489188 2236507 X 4723891 5658153 7613639 5515490 12337530 11173643 15826718 13410150 -1173887 10000 0 X X 0 0 1 0 X 3489666 4334752 18746659 15701835 30555678 72828590 3489666 4334752 18746659 15701835 30555678 72828590 1035265 71793325 142072 42525 72602 92541 7406 357146 15115 10370 1212 24324 51021 73236757 2482865 0.98030 0.93400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11311 188309 199620 30570347 30769967 1000000 250000 0 0 415353 527466 1000000 1000000 2942819 4414229 35783 69894 161930 199620 467227 103838 131867 250000 250000 735705 1103558 8700 11311 20011 PART II-A LINE 1B EMPLOYEES WORKED TO PERSUADE STATE LEGISLATORS TO REMOVE COLLATERAL CONSEQUENCES OF CRIMINAL CONVICTIONS, TO PREVENT THE RECRIMINALIZATION OF DRUG POSSESSION AFTER A SUPREME COURT DECISION TECHNICALLY INVALIDATING WASHINGTON'S DRUG POSSESSION STATUTE, TO INCREASE INVESTMENT IN DIVERSION PROGRAMS, AND TO PERSUADE THE CITY OF SEATTLE TO INCREASE INVESTMENT IN LAW ENFORCEMENT ASSISTED DIVERSION. 0 1 X 1606606 427197 1179409 406154 182715 223439 467286 148801 318485 1721333 CAPITAL LEASE 17665 DEFERRED RENT 79151 96816 X PART IV, LINE 2B: PDA MAINTAINS A SEPARATE BANK ACCOUNT TO HOLD FUNDS RECEIVED ON BEHALF OF A CLIENT IN TRUST UNTIL MATTERS ARE SETTLED AT THE DIRECTION OF TBE CLIENT OR THE COURT. ANY EARNINGS REVERT TO THE STATE THROUGH THE INTEREST ON LAWYERS TRUST ACCOUNTS (IOLTA) PROGRAM. DURING 2021, NO TRANSACTIONS OCCURRED AND THE BALANCE WAS LESS THAN $200. PART X, LINE 2: PUBLIC DEFENDER ASSOCIATION IS A NON-PROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ASSOCIATION'S INCOME TAX FILINGS ARE SUBJECT TO EXAMINATION BY VARIOUS TAXING AUTHORITIES. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. 0 COVID 19 RESPONSE INCLUDING LODGING, LIVING EXPENSES, RENT, AND FOOD SUPPORT 260 8843172 X 0 0 0 0 0 0 0 0 0 LISA DAUGAARD DIRECTOR/CO-EXECUTIVE DIRECTOR 198050 0 0 0 129 0 8070 0 19249 0 225498 0 0 0 BESSIE SCOTT CHIEF OF STAFF/CO-EXEC. DIRECTOR 172695 0 0 0 30 0 54 0 10159 0 182938 0 0 0 JESSE BENET DEPUTY DIRECTOR (THRU 8/21) 165769 0 0 0 39 0 5736 0 7796 0 179340 0 0 0 MARIE MCNABB CFO 143507 0 0 0 198 0 5965 0 18913 0 168583 0 0 0 BRENDAN COX DIRECTOR OF POLICING STRATEGIES 156919 0 0 0 69 0 6389 0 2129 0 165506 0 0 0 TARA MOSS LEAD SKCPD/CO-EXECUTIVE DIRECTOR 126721 0 0 0 31 0 5535 0 31783 0 164070 0 0 0 NAJJA MORRIS LEAD NSB PROGRAM DIRECTOR 123592 0 0 0 45 0 5104 0 32082 0 160823 0 0 0 TARRA SIMMONS PROGRAM DIRECTOR 128204 0 0 0 30 0 5216 0 26229 0 159679 0 0 0 PART I, LINE 3 THE BOARD SET A WAGE SCALE FOR THE DIRECTOR UPON HIRE WHICH WAS DISCUSSED IN EXECUTIVE SESSION AND TOOK INTO CONSIDERATION THE DIRECTOR'S DESIRE TO BE PAID AT LOWER THAN SOME MARKET COMPARABLES IN ORDER TO MORE READILY SUSTAIN FUNDING FOR THE ORGANIZATION'S PROGRAMS. FORM 990, PART III, LINE 3 IN 2021, PDA'S FORMER PROJECT COLLECTIVE JUSTICE DEPARTED TO FORM AN INDEPENDENT 501(C)(3) ORGANIZATION, WITH A FISCAL SPONSOR. PDA ENTERED AN ASSET TRANSFER AGREEMENT WITH THE FISCAL SPONSOR AND TRANSFERRED ASSETS IDENTIFIED TO THE PROJECT, AS PROVIDED FOR WHEN THE PROJECT WAS LAUNCHED, RESERVING A SMALL AMOUNT TO 2022 TO ACCOUNT FOR ANY UNEMPLOYMENT COMPENSATION CLAIMS. FORM 990, PART VI, SECTION A, LINE 8B QUESTION DOES NOT APPLY, AS NONE OF THE COMMITTEES HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT REVIEWS THE 990 AND RECONCILES TO THE AUDITED AND BOARD APPROVED FINANCIAL STATEMENTS. A COPY IS EMAILED TO BOARD MEMBERS PRIOR TO IT BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND MANAGEMENT REVIEW AND SIGN A DETAILED CONFLICT OF INTEREST FORM EACH YEAR THAT COVERS BOTH LEGAL AND FINANCIAL CONFLICTS. BOARD MEMBERS DO IDENTIFY EMERGING POTENTIAL CONFLICTS AND, FOLLOWING THE POLICY, EITHER DECLARE AND RECUSE THEMSELVES, OR, WHEN THE CONFLICT IS MORE FUNDAMENTAL, RESIGN FROM THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 ALL EMPLOYEES EXCEPT DIRECTOR ARE PAID AT A RATE ESTABLISHED WITH REFERENCE TO COMPARABLE WAGES IN THE REGION AND SECTOR FOR EACH POSITION, AND BASED ON COMPENSATION NEEDED TO RECRUIT AND RETAIN EMPLOYEES WITH SPECIAL SKILLS AND EXPERIENCE NEEDED FOR THEIR POSITIONS (PARTICULARLY IN LEAD WORK WHERE POOL IS VERY LIMITED). ALL REGULAR (NON-FELLOWSHIP) WAGE SCALES ARE REVIEWED AND APPROVED BY THE BOARD, AND ARE AUGMENTED BY COLA ESTABLISHED FOR ALL EMPLOYEES BY ANNUAL ACTION OF THE BOARD OF DIRECTORS. DIRECTOR'S WAGE SCALE WAS SET BY BOARD UPON HIRE, WITH COST OF LIVING ADJUSTMENTS AS NEGOTIATED FOR ALL OTHER STAFF. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST FORM 990, PART IX, LINE 11G OTHER PROGRAM CONSULTANTS: PROGRAM SERVICE EXPENSES 3,885,973. MANAGEMENT AND GENERAL EXPENSES 106,137. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,992,110. FORM 990, PART XII, LINE 3B: THE ORGANIZATION HAS CONTRACTED FOR AN INDEPENDENT AUDIT OF ITS 2021 FINANCIAL STATEMENTS, INCLUDING A SINGLE AUDIT OF APPLICABLE PROGRAMS THAT RECEIVED FEDERAL FUNDING. THE AUDITS ARE IN PROCESS AS OF THE NOVEMBER 15, 2022 EXTENDED FILING DEADLINE. PART XII, LINE 2C THE PROCESS FOR SELECTING THE INDEPENDENT AUDIT FIRM HAS NOT CHANGED FROM THE PRIOR YEAR.