2020-01-09T13:32:03-06:00 2019-08-31 060903326 WHITTLESEY PC 14 BOBALA RD HOLYOKE MA 01040 990 2018-09-01 043501039 LAWYERS CLEARINGHOUSE ON AFFORDABLE HOUSING AND HOMELESSNESS INC LAWY 6175443434 7 WINTHROP SQUARE 2ND FLOOR BOSTON MA 02110 MARIBETH PERRY EXECUTIVE DIRECTOR 6175443434 2020-01-09 1 LISA WILLS P01828548 4135363970 50.250.21.225 2020-01-09 14:28:52 ES P 9ADFE9F4FC33D383493560CA19C961CE6D033FC6 DB939668F8B76DFC475F2A3A53EEC47B2AC3AB1E 2018 2020-09-23 17:36:50Z MARIBETH PERRY 7 WINTHROP SQUARE 2ND FLOOR BOSTON MA 02110 469073 0 X WWW.LAWYERSCLEARINGHOUSE.ORG X 1999 MA TO IMPROVE THE LIVES OF PEOPLE FACING SOCIAL AND ECONOMIC HARDSHIP BY ENGAGING THE LEGAL COMMUNITY IN PRO BONO SERVICE TO NONPROFIT ORGANIZATIONS AND THEIR HOMELESS AND LOW-INCOME CLIENTS. 22 22 5 520 0 0 431093 446311 17090 16175 0 5766 352 821 448535 469073 0 0 0 0 388353 424462 0 0 80120 76367 96436 464720 520898 -16185 -51825 502087 433688 67350 50776 434737 382912 X TO IMPROVE THE LIVES OF PEOPLE FACING SOCIAL AND ECONOMIC HARDSHIP BY ENGAGING THE LEGAL COMMUNITY IN PRO BONO SERVICE TO NONPROFIT ORGANIZATIONS AND THEIR HOMELESS AND LOW-INCOME CLIENTS. 0 0 143679 13496 THE NONPROFIT ASSISTANCE PROGRAM RECEIVED ONE HUNDRED SEVENTY-SIX (176) REQUESTS FOR ASSISTANCE FROM NONPROFIT ORGANIZATIONS. THE CLEARINGHOUSE SUCCESSFULLY MATCHED SEVENTY-SIX (76) ORGANIZATIONS WITH ATTORNEYS PROVIDING PRO BONO FULL-REPRESENTATION ASSISTANCE. SEVENTY-TWO (72) ADDITIONAL ORGANIZATIONS RECEIVED ON-SITE REPRESENTATION ON MATTERS WITH FINITE SCOPES THROUGH SIX (6) CLINIC-STYLE CONSULTATION PROGRAMS STAFFED BY CORPORATE COUNSEL AND FIRM ATTORNEYS. A TOTAL OF ONE HUNDRED FORTY-EIGHT (148) CASES WERE PLACED. STAFF PROVIDED IN-HOUSE BRIEF COUNSEL TO FORTY-EIGHT (48) CLIENTS. TWO HUNDRED SEVENTY (270) VOLUNTEER ATTORNEYS WERE RECRUITED FOR THIS PROGRAM. DATA ON THE VALUE OF THE LEGAL SERVICES PROVIDED IS STILL BEING COLLECTED BASED ON ACTUAL VALUES FROM 18 OF 28 PARTICIPATING FIRMS, WE ESTIMATE THE VALUE TO BE IN EXCESS OF $4,500,000. THE CLIENTS OF THE PROGRAM WERE REQUIRED TO OPERATE OR INTEND TO OPERATE AS A NONPROFIT IN MASSACHUSETTS; PROVIDE SERVICES TO LOW OR MODERATE INCOME PEOPLE OR SERVE A COMPELLING COMMUNITY NEED; AND BE UNABLE TO AFFORD LEGAL SERVICES OR DEMONSTRATE THAT THE COST OF OBTAINING ASSISTANCE WOULD ADVERSELY AFFECT THEIR ABILITY TO FULFILL THEIR MISSION.LAWYERS CLEARINGHOUSE PROGRAM OUTCOMES FROM CONSULTATIONS INCLUDED DEVELOPING OR UPDATING POLICIES SUCH AS WISP, ANTI-HARASSMENT, AND CONFLICTS OF INTEREST; REVIEWING AND NEGOTIATING COMMERCIAL LEASES; UPDATING BYLAWS; STRUCTURING AND BEST PRACTICES FOR CORPORATE COMPLIANCE AND GOVERNANCE.PROGRAM OUTCOMES FOR FULL-REPRESENTATION CASES WITH PRO BONO ATTORNEYS WERE VARIED AND EXTENSIVE ON ISSUES OF REAL ESTATE LITIGATION; ENTITY TRANSFER ANALYSIS; FORMATION OF A TAX-EXEMPT ORGANIZATIONS; DISSOLUTION ANALYSIS; BANKRUPTCY; PARTNERSHIP STRUCTURE; ENTITY CHOICE ANALYSIS; FISCAL SPONSORSHIP; EMPLOYMENT; 40B APPLICATION REVIEW; EMPLOYEE HANDBOOK REVIEW; TRADEMARK ANALYSIS AND FILING; C4 FORMATION ANALYSIS; SJC APPROVAL OF ASSETS TRANSFER; CONTRACT REVIEWS; ANALYSIS OF FISCAL SPONSOREE'S DUTIES; REINSTATEMENT OF NONPROFIT AND TAX-EXEMPT STATUS; WISP AND PERSONNEL POLICIES; COLLECTIVE BARGAINING AGREEMENT AND 403(B) PLAN REVIEW; REPRESENTATION BEFORE REGISTRY OF MOTOR VEHICLES; LEGAL RESEARCH; PAID TIME OFF ANALYSIS AND EMPLOYEE VS. INDEPENDENT CONTRACTOR REVIEW; CORPORATE ID THEFT AND REPRESENTATION BEFORE THE IRS; INTELLECTUAL PROPERTY AND COPYRIGHT MATTERS; SCHOLARSHIP AND CORPORATE LEGAL ANALYSIS; IMMIGRATION LAW; LICENSE AGREEMENT; AND EVENT LIABILITY.SUCCESS WAS MEASURED BY SURVEYING CLIENTS AND LAWYERS AT THE CLOSE OF EACH CASE. WE RECEIVED TWENTY (20) LAWYER SURVEYS DURING THE PERIOD WHICH RATED THEIR EXPERIENCE WORKING WITH THE LAWYERS CLEARINGHOUSE. 100% RATED THEIR EXPERIENCE AS EXCELLENT OR VERY GOOD. WE RECEIVED EIGHTY-TWO (82) CLIENT SURVEYS WHICH RATED THEIR EXPERIENCE WORKING WITH THE LAWYERS CLEARINGHOUSE. 74% RATED THEIR EXPERIENCE AS EXCELLENT AND 24% STATED IT WAS GOOD OR VERY GOOD. 98% OF CLIENTS STATED THAT THE PRO BONO LEGAL ASSISTANCE WILL IMPROVE THEIR OPERATIONS. CLIENTS ALSO REPORTED THAT IN 79% OF COMPLETED CASES, A SUCCESSFUL RESOLUTION OF THE LEGAL ISSUE WAS ACHIEVED. A MIXED RESULT WAS ACHIEVED IN 17% OF THE CASES. PRO BONO ATTORNEYS WHO PARTICIPATED IN OUR CONSULTATION AND CLINIC PROGRAMS RATED THE OVERALL QUALITY OF THE PROGRAMS AS 9.46 ON A SCALE OF 1 TO 10. TO FURTHER SUPPORT THE NONPROFIT SECTOR, THE CLEARINGHOUSE PROVIDED TWENTY-SEVEN (27) IN-PERSON LEGAL WORKSHOPS FOR NONPROFITS - AN INCREASE OF 29% OVER LAST YEAR, SERVING SIX HUNDRED SEVENTEEN (617) ATTENDEES - AN INCREASE OF 41% OVER LAST YEAR; TWO (2) WEBINARS FOR NONPROFITS WITH NINE (9) ATTENDEES; AND SIX (6) LAWYER CONSULTATION PROGRAM TRAININGS WITH ONE HUNDRED SIXTEEN (116) PRO BONO LAWYERS.FOR THE WORKSHOPS, WE RECEIVED TWO HUNDRED FIFTY-FIVE (255) EVALUATIONS FROM PARTICIPANTS. 81% RATED THE PROGRAM ATTENDED A 9 OR 10 OUT OF 10, 76% RESPONDED THAT THEY GAINED A BETTER UNDERSTANDING OF THE TOPIC PRESENTED, AND 53% RESPONDED THAT THE INFORMATION THEY RECEIVED WILL IMPROVED THEIR OPERATIONS. THE OVERALL LEVEL OF SATISFACTION WITH THE QUALITY OF THE EDUCATIONAL PROGRAMS WAS 9.36 ON A SCALE OF 1 TO 10. 151851 THE MASSACHUSETTS LEGAL CLINIC FOR THE HOMELESS PROVIDED LEGAL ASSISTANCE TO TWO HUNDRED THIRTY-ONE (231) HOMELESS AND VERY LOW INCOME MEN AND WOMEN. THE CLEARINGHOUSE RECRUITED AND TRAINED ONE HUNDRED NINETY-EIGHT (198) ATTORNEYS AND PARALEGALS WHO PROVIDED DIRECT LEGAL SERVICES AT NINETEEN (19) CLINICS WHICH WERE HELD THROUGHOUT THE PERIOD AT TEN (10) LOCATIONS. DATA ON THE VALUE OF THE LEGAL SERVICES PROVIDED IS STILL BEING COLLECTED BUT BASED ON ACTUAL VALUES FROM 11 OF 12 PARTICIPATING FIRMS, WE ESTIMATE THE VALUE TO BE IN EXCESS OF 5,000,000. PARTICIPATING FIRMS WERE BROWN RUDNICK; CHOATE HALL & STEWART; GOULSTON & STORRS; MINTZ LEVIN; MORGAN LEWIS; NELSON MULLINS; NIXON PEABODY; NOLAN SHEEHAN PATTEN; ROPES & GRAY; AND WILMERHALE. IN ADDITION, IN-HOUSE COUNSEL FROM THE FOLLOWING CORPORATIONS PARTICIPATED DURING THE GRANT PERIOD: FIDELITY; FM GLOBAL; LIBERTY MUTUAL; SANTANDER; AND STATE STREET. INDIVIDUAL CLIENTS SERVED THROUGH THE PROGRAM WERE ALL LOW INCOME AND HOMELESS GUESTS OF THE PINE STREET INN, ST. FRANCIS HOUSE, BRIDGE, METRO HOUSING BOSTON, MEDEIROS CENTER, SOUTHAMPTON SHELTER, WOODS MULLEN SHELTER, BOSTON HEALTHCARE FOR THE HOMELESS PROGRAM, LIFEBRIDGE, WOMEN'S LUNCH PLACE, OR OTHERWISE USING SHELTER SERVICES.SUCCESS WAS MEASURED THROUGH ATTORNEY CASE CLOSURE DATA. ONE HUNDRED TWENTY-TWO (122) CASES WERE CLOSED DURING THE REPORT PERIOD. FIFTY-EIGHT (58) WERE BRIEF CASES WHICH RESULTED IN CLIENTS RECEIVING INTAKE AND ADVICE. OF THE SIXTY-FOUR (64) FULL REPRESENTATION CASES THAT WERE CLOSED, 55% REPORTED A SUCCESSFUL OUTCOME; 24% REPORTED A MIXED OUTCOME; AND 21% REPORTED AN UNSUCCESSFUL OUTCOME. PROGRAM OUTCOMES DURING THE GRANT PERIOD INDICATED THAT 43% OF CLIENTS RECEIVING FULL REPRESENTATION OBTAINED HOUSING AND THEREFORE ARE NO LONGER HOMELESS; 21% OF CLIENTS OBTAINED BENEFITS (SSDI, SSI, AND SS) AND ARE LIKELY NO LONGER HOMELESS; AND 5% OF CLIENTS HAD THEIR CRIMINAL RECORDS SEALED AND ARE THEREFORE BETTER ABLE TO ACCESS HOUSING AND EMPLOYMENT. PROGRAM OUTCOMES DURING THE GRANT PERIOD ALSO INCLUDED PREVENTING EVICTION; ELIMINATING BACK CHILD SUPPORT PENALTIES; OBTAINING PENSION BENEFITS; RESOLVING WARRANTS; AND RESOLVING TAX DEBT ACCESSED BY IRS.VOLUNTEER ATTORNEY SURVEYS INDICATED THAT 90% OF THOSE PARTICIPATING RATED THEIR PRO BONO EXPERIENCE AS EXCELLENT OR VERY GOOD AND 98% WILL VOLUNTEER AGAIN.WE ALSO SURVEY CLIENTS AT THE CLOSE OF THEIR CASE. DURING THE GRANT PERIOD WE RECEIVED 8 RESPONSES AND 100% REPORTED THAT THE QUALITY OF LEGAL HELP WAS EXCELLENT OR VERY GOOD, 100% REPORTED THAT THEY WERE TREATED WITH RESPECT AND COURTESY, AND 75% WERE SATISFIED WITH THE OUTCOME OF THEIR CASE. 101154 3500 THE ACCESS TO JUSTICE FELLOWS PROGRAM ENGAGED TWENTY-TWO (22) FELLOWS WHO PROVIDED LEGAL SERVICES AND EXPERTISE TO INCREASE ACCESS TO JUSTICE IN MASSACHUSETTS AT TWENTY (20) PARTNER ORGANIZATIONS: BOSTON COLLEGE INNOCENCE PROGRAM CLINIC; CODMAN SQUARE NEIGHBORHOOD DEVELOPMENT CORPORATION; CONSERVATION LAW FOUNDATION; DE NOVO*; ELIZABETH STONE HOUSE; GREATER BOSTON LEGAL SERVICES; JUSTICE AT WORK; JUSTICE BRIDGE LEGAL CENTER; KIND (KIDS IN NEED OF DEFENSE); LAWYERS CLEARINGHOUSE; MASSACHUSETTS ACCESS TO JUSTICE COMMISSION; MA AGO; MASSACHUSETTS BAR FOUNDATION; ODD HOC GROUP (SOUTH COAST AREA); PAIR (POLITICAL ASYLUM / IMMIGRATION REPRESENTATION) PROJECT*; SAHELI INC.; VETERANS LEGAL SERVICES*; VOLUNTEER LAWYERS PROJECT*; WALTHAM ALLIANCE FOR TEACHING, COMMUNITY ORGANIZING AND HOUSING (WATCH CDC); WOMEN'S BAR FOUNDATION. TWO FELLOWS VOLUNTEERED AT ORGANIZATIONS WITH AN ASTERISK (*).FELLOWS WERE SURVEYED AT THE END OF THEIR FELLOWSHIPS. 95% RATED THEIR EXPERIENCE AS EXCELLENT OR VERY GOOD AND 100% STATED THAT THE RELATIONSHIP WITH THEIR PARTNER ORGANIZATION WAS EXCELLENT OR VERY GOOD. 396684 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 5 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X MARIBETH PERRY 6175443434 7 WINTHROP SQUARE 2ND FLOOR BOSTON MA 02110 ELIZABETH LINTZ ESQ PRESIDENT-DIRECTOR 1.00 X X 0 0 0 KATHLEEN MCGRATH ESQ VICE PRESIDENT-DIRECTOR 1.00 X X 0 0 0 PAUL R TREMBLAY ESQ TREASURER-DIRECTOR 1.00 X X 0 0 0 GEORGE W MYKULAK ESQ DIRECTOR 1.00 X 0 0 0 LESLIE J COOK ESQ DIRECTOR 1.00 X 0 0 0 DOUGLAS M HENRY ESQ DIRECTOR 1.00 X 0 0 0 KURT A JAMES ESQ DIRECTOR 1.00 X 0 0 0 EMILY F HODGE ESQ DIRECTOR 1.00 X 0 0 0 CHERYL S BRATT ESQ DIRECTOR 1.00 X 0 0 0 JOSEPHINE A MCNEIL ESQ DIRECTOR 1.00 X 0 0 0 ROSALYN GARBOSE NASDOR ESQ DIRECTOR 1.00 X 0 0 0 STEPHEN M NOLAN ESQ DIRECTOR 1.00 X 0 0 0 KATHLEEN M PHELPS ESQ DIRECTOR 1.00 X 0 0 0 CINDY A ROWE ESQ DIRECTOR 1.00 X 0 0 0 JEFFREY W SACKS ESQ DIRECTOR 1.00 X 0 0 0 KATHLEEN M SHEEHAN ESQ DIRECTOR 1.00 X 0 0 0 DONALD DENG ESQ DIRECTOR 1.00 X 0 0 0 KAREN J KEPLER ESQ DIRECTOR 1.00 X 0 0 0 CHRISTOPHER H LINDSTROM ESQ DIRECTOR 1.00 X 0 0 0 JESSICA R LISAK ESQ DIRECTOR 1.00 X 0 0 0 TERESA M SANTALUCIA ESQ DIRECTOR 1.00 X 0 0 0 FABIANA VIDELA DIRECTOR 1.00 X 0 0 0 MARIBETH PERRY EXECUTIVE DIRECTOR 40.00 X 101404 0 32588 101404 0 32588 1 0 0 0 0 446311 446311 FEE REVENUE 900099 16175 16175 16175 5766 5766 MISCELLANEOUS 900099 821 821 821 469073 16996 0 5766 144443 114111 11555 18777 226651 179054 18132 29465 12056 9523 965 1568 12312 9727 985 1600 29000 22910 2320 3770 5015 5015 24052 13346 422 10284 3075 2429 246 400 10187 8048 815 1324 29335 23175 2347 3813 2382 2382 8357 8357 5506 4955 551 MISCELLANEOUS 3897 3073 318 506 DUES AND SUBSCRIPTIONS 2662 2396 266 TELEPHONE 1968 1555 157 256 520898 396684 44094 80120 496372 43468 383424 5715 6796 502087 433688 67350 50776 67350 50776 X 384737 332912 50000 50000 434737 382912 502087 433688 -51825 0 X 1 X 0 0 0 X 306908 565089 482236 431093 446311 2231637 306908 565089 482236 431093 446311 2231637 2231637 5766 5766 12754 9805 8350 17442 16996 65347 2302750 0.96910 0.97300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990, PART VI, SECTION B, LINE 11B LAWYERS CLEARINGHOUSE ON AFFORDABLE HOUSING AND HOMELESSNESS INC. RECOGNIZES THAT THE GOVERNANCE ROLE OF ITS BOARD OF DIRECTORS INCLUDES THE ANNUAL REVIEW OF FORM 990. ALL MEMBERS OF THE BOARD WILL BE PROVIDED A COPY OF THE FORM 990 IN ADVANCE OF THE FILING DEADLINE. THE TREASURER REPORTS TO THE BOARD OF DIRECTORS REGARDING THE FORM 990 AND QUESTIONS ARE ADDRESSED. THE TREASURER AND EXECUTIVE DIRECTOR REVIEW THE FORM 990 AND ANY ACCOMPANYING INFORMATION FOR COMPLETENESS AND ACCURACY BEFORE IT IS SIGNED AND THEN FILED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY BOARD MEMBERS AND EMPLOYEES OF LAWYERS CLEARINGHOUSE ON AFFORDABLE HOUSING AND HOMELESSNESS INC. ARE REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY. THE EXECUTIVE DIRECTOR VERIFIES THAT EACH MEMBER COMPLETES THE FORM AND REVIEWS FOR ANY POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE EXECUTIVE DIRECTOR ANNUALLY. THE COMMITTEE RESEARCHES COMPENSATION OF SIMILAR ORGANIZATIONS AND RECOMMENDS A COMPENSATION LEVEL TO THE FULL BOARD OF DIRECTORS. THE FULL BOARD VOTES ON THE EXECUTIVE DIRECTOR'S COMPENSATION. THERE ARE NO OTHER OFFICERS OR KEY EMPLOYEES OF LAWYERS CLEARINGHOUSE ON AFFORDABLE HOUSING AND HOMELESSNESS INC. THAT RECEIVE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST OF THE INTERESTED PARTY. THESE DOCUMENTS ARE ALSO AVAILABLE TO THE PUBLIC ON WEBSITE SUCH AS GUIDESTAR AND THE GIVING COMMON.