2022-11-14T11:43:26-06:00 2021-12-31 860360084 HBL CPAS PC 5470 E BROADWAY BLVD TUCSON AZ 85711 990 2021-01-01 860143449 SOUTHERN ARIZONA LEGAL AID INC SOUT 5206239465 2343 E BROADWAY BLVD STE 200 TUCSON AZ 857196007 ANTHONY L YOUNG EXECUTIVE DIR. 5206239465 2022-11-14 1 ANTHONY YOUNG 999009999 MICHAEL J DEVRIES P00748581 5208863181 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z ANTHONY YOUNG 2343 E BROADWAY BLVD STE 200 TUCSON AZ 857196007 5392550 0 X WWW.SAZLEGALAID.ORG X 1951 AZ PROVIDING QUALITY LEGAL SERVICES TO PEOPLE WHO WOULD NOT OTHERWISE HAVE EQUAL ACCESS TO JUSTICE 21 21 79 483 0 0 4923814 4338352 815461 1010384 3139 23224 0 0 5742414 5371960 0 50000 0 0 4324985 4276852 0 0 41216 1403896 1299089 5728881 5625941 13533 -253981 1021089 777978 723278 975253 297811 -197275 X TO PROVIDE QUALITY LEGAL SERVICES TO PEOPLE WHO WOULD NOT OTHERWISE HAVE EQUAL ACCESS TO JUSTICE, IN WAYS WHICH AFFIRM THEIR INDIVIDUAL AND COLLECTIVE DIGNITY, INTEGRITY, AND POWER. 0 0 4496107 50000 1010384 SEE SCHEDULE O SOUTHERN ARIZONA LEGAL AID, INC. (SALA) WAS ABLE TO PROVIDE DIRECT CIVIL LEGAL ASSISTANCE TO MEET THE FUNDAMENTAL UNMET CIVIL LEGAL NEEDS OF MORE THAN 10,954 INDIVIDUALS. 83% RECEIVED COUNSEL, ADVICE OR LIMITED ACTION SERVICES SUCH AS COUNSELING CONCERNING LEGAL RIGHTS AND RESPONSIBILITIES, HELP IN A PRO SE CLINIC, OR PREPARATION OF COURT OR OTHER LEGAL DOCUMENTS; 17% WERE ASSISTED WITH EXTENDED SERVICES SUCH AS OBTAINING A COURT DECISION, NEGOTIATING AN AGREEMENT ON MORE COMPLEX CIVIL LEGAL MATTERS, REPRESENTATION IN ADMINISTRATIVE HEARINGS OR COURT PROCEEDINGS. SALA RAISED COMMUNITY AWARENESS OF LEGAL RIGHTS AND RESPONSIBILITIES THROUGH OUTREACH, BY TEACHING PREVENTION AND SELF-HELP METHODS, MAKING PRESENTATIONS AND DISTRIBUTING LEGAL INFORMATION BROCHURES AND SELF-HELP MATERIALS TO OVER 4,400 INDIVIDUALS. THE IMPACT OF SERVICES PROVIDED RESULTED IN RECOVERY OF $858,948 IN THE VALUE OF HOMES SAVED, CHILD AND SPOUSAL SUPPORT AWARDS, LUMP SUM BENEFIT PAYMENTS AND MONEY JUDGEMENTS. SALA AVOIDED $250,654 IN GARNISHMENTS AND COURT JUDGEMENTS FOR CLIENTS. FOR EVERY $1 INVESTED IN SOUTHERN ARIZONA LEGAL AID, $6.42 OF ACTUAL VALUE IS RETURNED TO THE COMMUNITY BASED UPON A 2019 SOCIAL RETURN ON INVESTMENT ANALYSIS PERFORMED BY COMMUNITY SERVICES ANALYSIS, L.L.C. THROUGH THE VOLUNTEER LAWYERS PROGRAM (VLP) SALA ACCEPTED 680 NEW CASES, CONDUCTED 437 CLINICS AND CLASSES AND COMPLETED 542 CASES AND MATTERS BENEFITTING OVER 1,653 PERSONS. THE VLP PROGRAM PROVIDED 1,261 HOURS OF FREE LEGAL AID VALUED AT $315,275. 4496107 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 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 1 24 0 1 79 1 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AZ X THE ORGANIZATION 5206239465 2343 E BROADWAY BLVD STE 200 TUCSON AZ 857196007 X ANDREW SILVERMAN DIRECTOR 0.25 X 0 0 0 BEVERLY B PARKER DIRECTOR 0.25 X 0 0 0 BRIAN I CLYMER DIRECTOR 0.25 X 0 0 0 BROOKE H BEDRICK DIRECTOR 0.25 X 0 0 0 C BENSON HUFFORD DIRECTOR 0.25 X 0 0 0 DANIEL DOMINGUEZ DIRECTOR 0.25 X 0 0 0 EMERY LABARGE DIRECTOR 0.25 X 0 0 0 GREGORY L DROEGER DIRECTOR 0.25 X 0 0 0 KATHERINE WINKLEY DIRECTOR 0.25 X 0 0 0 MARIA ANTONIETA MORALES-SMITH DIRECTOR 0.25 X 0 0 0 MATTHEW A RAMIREZ DIRECTOR 0.25 X 0 0 0 MATTHEW SCARBER DIRECTOR 0.25 X 0 0 0 MICHAEL F KELLY DIRECTOR 0.25 X 0 0 0 OLGA GOMEZ DIRECTOR 0.25 X 0 0 0 ROSE TAULTON DIRECTOR 0.25 X 0 0 0 RT JUDGE JAMES L CONLOGUE DIRECTOR 0.25 X 0 0 0 SHIRLEY MOLINA DIRECTOR 0.25 X 0 0 0 VICTORIA CASTRO DIRECTOR 0.25 X 0 0 0 FREDERICK J PETERSEN PRESIDENT 0.25 X 0 0 0 KEITH A SINGER SEC/TREASURER 0.25 X 0 0 0 M ROXANNE VELIZ VICE PRESIDENT 0.25 X 0 0 0 ANTHONY L YOUNG EXECUTIVE DIR. 35.00 X 112726 0 11474 ANTHONY WEICZ DEPUTY DIR. 35.00 X 23280 0 2177 DORIS L BUTLER COO 35.00 X 83218 0 9812 JAMIE VAN TINE DEPUTY DIR. 35.00 X 20907 0 3004 JANET WISEMAN CFO 35.00 X 34566 0 4377 MICHAEL KOCHANSKI COMPTROLLER 35.00 X 31500 0 247 306197 0 31091 1 0 0 0 BLUE CROSSBLUE SHIELD OF ARIZONA 5285 E WILLIAMS CIRCLE STE 1000 TUCSON AZ 85711 HEALTH INSURANCE 518129 CONTINENTAL DEVELOPMENT CO PO BOX 110 TUCSON AZ 85702 RENT 414909 MUTUAL OF AMERICA 2398 E CAMELBACK 510 PHOENIX AZ 85016 EMPLOYEE PENSION 164689 GLOBAL MARKET INNOVATORS 4657 E COTTON GIN LOOP STE 101 PHOENIX AZ 85040 COMPUTER SUPPORT 144362 4 4163192 175160 4338352 VENDOR CONTRACTS 998628 998628 OTHER REVENUE 8779 8779 ATTORNEY FEES AND COST 2977 2977 1010384 136 136 43678 20590 23088 23088 23088 5371960 1010384 0 23224 50000 50000 338954 326532 12179 243 3592986 2689242 886943 16801 45886 40360 5401 125 63033 55442 7419 172 235993 207573 27778 642 315285 301441 3598 10246 318883 301578 12281 5024 493440 362125 123775 7540 23252 21705 1244 303 34854 34854 31867 31867 LIBRARY 45769 45769 OTHER 18241 10121 8000 120 LITIGATION COSTS 17498 17498 5625941 4496107 1088618 41216 605 605 437681 138563 218220 330791 57947 117058 409642 339820 81589 69822 225047 121139 1021089 777978 349479 394202 172240 462446 201559 118605 723278 975253 X 56705 -197275 241106 0 297811 -197275 1021089 777978 -253981 -241105 0 X 0 1 X 1 1 1 X 4792028 4313956 4298019 4923814 4338352 22666169 4792028 4313956 4298019 4923814 4338352 22666169 22666169 452 413 1161 3139 136 5301 22671470 3700192 0.99980 0.99980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 57154 50824 6330 352488 288996 63492 69822 CLIENT TRUST ACCOUNTS 118605 EMPLOYEE RECEIVABLES 2534 121139 CLIENT TRUST ACCOUNTS 118605 118605 5377191 5231 5231 5371960 0 5371960 5631172 5231 5231 5625941 0 5625941 0 UNIVERSITY OF ARIZONA 888 N EUCLID AVENUE TUCSON AZ 857194824 742652689 50000 0 TUCSON FAMILY ADVOCACY PROGRAM 1 PART I, LINE 2: SALA MONITORS THE UNIVERSITY OF ARIZONA'S TFAP PROGRAM THROUGH REVIEW OF PROGRAM REPORTS AND OTHER SUPPORTING DOCUMENTATION. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - THE FORM 990 WILL BE EMAILED TO THE BOARD FOR REVIEW. THE BOARD MAY EMAIL THE CFO WITH ANY QUESTIONS AND THE CFO WILL RESPOND TO ALL BOARD MEMBERS WITH THE ANSWERS. FORM 990, PART VI, SECTION B, LINE 12C SALA'S CONFLICT OF INTEREST POLICY IS PART OF THE EMPLOYEE POLICY AND PROCEDURE MANUAL AND THE BOARD ORIENTATION MANUAL. THESE POLICIES ARE DISCUSSED AT ORIENTATION OF NEW STAFF AND BOARD. ALL NEW HIRES AND NEW BOARD MEMBERS ARE REQUIRED TO COMPLETE THE DISCLOSURE STATEMENT. DISCLOSURE MUST ALSO BE MADE AT ANY TIME A CONFLICT ARISES OR THERE IS A CHANGE TO THE INFORMATION PREVIOUSLY REPORTED. FORM 990, PART VI, SECTION B, LINE 15A THE AUDIT/FINANCE COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR REVIEWING AND APPROVING KEY EMPLOYEE COMPENSATION AND REPORTING TO THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. THE AUDIT/FINANCE COMMITTEE IS PROVIDED WITH INFORMATION FOR COMPARABLE COMPENSATION PAID TO OTHERS SIMILARLY SITUATED. THE INFORMATION IS OBTAINED FROM SALARY SURVEYS CONDUCTED BY THE ECONOMIC RESEARCH INSTITUTE'S NON-PROFIT SALARY SURVEY ASSESSOR, THE LEGAL SERVICES CORPORATION'S ANNUAL SALARY REPORTS, FORM 990 INFORMATION FOR SIMILAR POSITIONS IN OTHER LEGAL SERVICES PROGRAMS AND OTHER NON-PROFITS, AND OTHER SALARY SURVEYS WHICH MAY BE CONDUCTED BY OTHER LEGAL SERVICES ORGANIZATIONS AND NON-PROFITS. THE DELIBERATIONS AND DECISIONS REGARDING COMPENSATION ARE RECORDED IN THE BOARD MINUTES AND PRESERVED AS EMPLOYMENT RELATED RECORDS UNDER SALA'S DOCUMENT RETENTION AND DESTRUCTION POLICY. FORM 990, PART VI, SECTION C, LINE 19 SALA'S GOVERNING DOCUMENTS, POLICIES, FINANCIAL STATEMENTS AND OTHER INFORMATION OPEN TO THE PUBLIC ARE MADE AVAILABLE UPON REQUEST.