2019-01-14T09:51:16-06:00 2018-08-31 060903326 WHITTLESEY PC 14 BOBALA RD HOLYOKE MA 01040 990 2017-09-01 043501039 LAWYERS CLEARINGHOUSE ON AFFORDABLE HOUSING AND HOMELESSNESS INC LAWY 6175443434 7 WINTHROP SQUARE 2ND FLOOR BOSTON MA 02110 MARIBETH PERRY EXECUTIVE DIRECTOR 6175443434 2019-01-14 1 LISA WILLS P01828548 4135363970 50.250.21.225 2019-01-14 10:48:46 ES P 42FB143CFB279D0804889D9B6AAFBE76CDAA3018 EF506A115BF6E711F9FB79CAB7F93C2F027FBF95 2017 2019-02-21 02:37:17Z X MARIBETH PERRY 7 WINTHROP SQUARE 2ND FLOOR BOSTON MA 02110 448535 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. 20 20 5 514 0 0 482236 431093 8350 17090 0 0 0 352 490586 448535 0 0 0 0 344744 388353 0 0 0 70257 76367 415001 464720 75585 -16185 509332 502087 58410 67350 450922 434737 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 148005 6593 THE NONPROFIT ASSISTANCE PROGRAM (FORMERLY THE LEGAL REFERRAL PROGRAM) RECEIVED TWO HUNDRED FOUR (204) REQUESTS FOR ASSISTANCE FROM NONPROFIT ORGANIZATIONS. THE CLEARINGHOUSE SUCCESSFULLY MATCHED EIGHTY-SEVEN (87) ORGANIZATIONS WITH ATTORNEYS PROVIDING PRO BONO FULL-REPRESENTATION LEGAL ASSISTANCE. FIFTY-ONE (51) ADDITIONAL ORGANIZATIONS RECEIVED ON-SITE REPRESENTATION ON MATTERS WITH FINITE SCOPES, SUCH AS LEASE REVIEWS AND BYLAWS UPDATES, THROUGH SIX (6) CLINIC-STYLE CONSULTATION PROGRAMS STAFFED BY CORPORATE COUNSEL AND FIRM ATTORNEYS. OUR GOAL WAS ONE HUNDRED (100) CASES PLACED. STAFF PROVIDED IN-HOUSE BRIEF COUNSEL TO FORTY-NINE (49) CLIENTS. THREE HUNDRED ELEVEN (311) VOLUNTEER ATTORNEYS WERE RECRUITED FOR THIS PROGRAM AND THREE (3) NON-LAWYER VOLUNTEERS. OUR GOAL WAS TWO HUNDRED (200) PRO BONO ATTORNEYS. DATA ON THE VALUE OF THE LEGAL SERVICES PROVIDED IS STILL BEING COLLECTED BUT WE ESTIMATE THE VALUE TO BE $2,500,000 WHICH WAS OUR GOAL. 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.PROGRAM OUTCOMES WERE VARIED AND EXTENSIVE, INCLUDING DEVELOPING OR UPDATING POLICIES SUCH AS WISP AND ANTI-HARASSMENT; REVIEWING AND NEGOTIATING COMMERCIAL LEASES; UPDATING BYLAWS; BENEFIT PLANS AND ERISA; CORPORATE COMPLIANCE AND GOVERNANCE; CONTRACTS; CY PRES; DEFAMATION; DUA APPEAL; DISSOLUTION; EMPLOYEE HANDBOOK AND EMPLOYMENT LAW; EVICTION; FISCAL SPONSORSHIP; FORMATION INCLUDING ENTITY ANALYSIS; FUNDRAISING; LIABILITIES AND INSURANCE; INTERMEDIATE SANCTIONS; LICENSE LAW; LOBBYING; MCAD COMPLAINT; PARTNERSHIP/MERGER; ENTITY TRANSFER; REAL ESTATE; RESTRICTION EXPIRY; REINSTATEMENT; SOCIAL MEDIA; TAX LAW INCLUDING TAX CREDITS AND BUYOUT ANALYSIS AND TIPPING; IP INCLUDING TRADEMARKS; UNION AGREEMENT; AND VENTURE FUND. SUCCESS WAS MEASURED BY SURVEYING CLIENTS AND LAWYERS AT THE CLOSE OF EACH CASE. WE RECEIVED THIRTY (30) CLIENT SURVEYS DURING THE PERIOD. 100% RATED THEIR EXPERIENCE WORKING WITH THE LAWYERS CLEARINGHOUSE AS EXCELLENT OR VERY GOOD. CLIENTS REPORTED THAT IN 79% OF COMPLETED CASES, A RESOLUTION OF THE LEGAL ISSUE WAS ACHIEVED. A MIXED RESULT WAS ACHIEVED IN THE REMAINING 21% OF CASES. PRO BONO ATTORNEYS WHO PARTICIPATED IN OUR CONSULTATION AND CLINIC PROGRAMS RATED THE OVERALL QUALITY OF THE PROGRAMS AS 9.53 ON A SCALE OF 1 TO 10. 142914 6366 THE MASSACHUSETTS LEGAL CLINIC FOR THE HOMELESS PROVIDED LEGAL ASSISTANCE TO TWO HUNDRED FIFTY-SIX (256) HOMELESS AND VERY-LOW INCOME MEN AND WOMEN. THE TARGET WAS TWO HUNDRED (200). THE CLEARINGHOUSE RECRUITED AND TRAINED ONE HUNDRED EIGHTY-FOUR (184) ATTORNEYS AND PARALEGALS WHO PROVIDED DIRECT LEGAL SERVICES AT NINETEEN (19) CLINICS WHICH WERE HELD THROUGHOUT THE PERIOD. THE TARGET WAS EIGHTEEN (18). THE VALUE OF THE LEGAL SERVICES PROVIDED WAS $3,600,000. OUR GOAL WAS $2,500,000. 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 CURRENT 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, AND WOMEN'S LUNCH PLACE, OR OTHERWISE USING SHELTER SERVICES. WE TRACK OUTCOMES BY CASE TYPE. FOR HOUSING CASES, THE SUCCESSFUL OUTCOMES ARE PREVENTED EVICTION OR LOSS OF SUBSIDY; RESOLVED DENIAL OF SUBSIDY OR WAITING LIST ISSUE; OTHER SUCCESSFUL OUTCOME. FOR BENEFITS CASES, SUCCESSFUL OUTCOMES ARE: OBTAINED SSI/SSDI/SS; OBTAINED EAEDC; OBTAINED FOOD STAMPS; OR OTHER SUCCESSFUL OUTCOME. OTHER CASE TYPES ARE DOR CHILD SUPPORT; CREDIT/BANKRUPTCY; EMPLOYMENT; IMMIGRATION; WILLS/TRUSTS/PROBATE; CORI; DRIVER LICENSE; IDENTITY ISSUE; AND DISCRIMINATION. PROGRAM OUTCOMES DURING THE GRANT PERIOD INDICATED THAT 29% OF CLIENTS OBTAINED HOUSING AND THEREFORE ARE NO LONGER HOMELESS, 12% OF CLIENTS OBTAINED BENEFITS (SSDI, SSI, AND SS) AND ARE LIKELY NO LONGER HOMELESS, AND 10% OF CLIENTS HAD THEIR CRIMINAL RECORDS SEALED AND THEREFORE, BETTER ABLE TO ACCESS HOUSING AND EMPLOYMENT. PROGRAM OUTCOMES DURING THE GRANT PERIOD ALSO INCLUDED THE FOLLOWING: CLARIFIED CONTINUATION OF HEALTH BENEFITS, ENSURED NO TAX LIABILITY TO FEDERAL OR STATE GOVERNMENTS, OBTAINED HARDSHIP STATUS FOR OUTSTANDING TAXES, OBTAINED PENSION BENEFITS, GATHER WARRANT INFORMATION FOR CLIENT, RESOLVED ANNUITY CASH OUT QUESTION, RESOLVED PENSION DISTRIBUTION MATTER AND RESOLVED WILL/TRUST/PROBATE MATTER. SUCCESS WAS MEASURED THROUGH ATTORNEY CASE CLOSURE DATA. ONE HUNDRED FORTY (140) CASES WERE CLOSED DURING THE REPORT PERIOD. SEVENTY (70) WERE BRIEF CASES WHICH RESULTED IN CLIENTS RECEIVING INTAKE AND ADVICE. OF THE SEVENTY (70) FULL REPRESENTATION CASES THAT WERE CLOSED, 47% REPORTED A SUCCESSFUL OUTCOME; 27% REPORTED A MIXED OUTCOME; AND 26% REPORTED AN UNSUCCESSFUL OUTCOME. 87% OF PARTICIPATING ATTORNEYS RATED THEIR PRO BONO EXPERIENCE AS EXCELLENT OR VERY GOOD AND 94% WILL VOLUNTEER AGAIN. WE ALSO SURVEY CLIENTS AT THE CLOSE OF THEIR CASE. 92% REPORTED THAT THE QUALITY OF LEGAL HELP WAS EXCELLENT OR VERY GOOD, THAT THEY WERE TREATED WITH RESPECT AND COURTESY, AND WERE SATISFIED WITH THE OUTCOME OF THEIR CASE. 100628 4483 THE ACCESS TO JUSTICE PROGRAM ENGAGED NINETEEN (19) FELLOWS WHO PROVIDED LEGAL SERVICES TO INCREASE ACCESS TO JUSTICE IN MASSACHUSETTS AT SIXTEEN (16) PARTNER ORGANIZATIONS: APPLESEED FOUNDATION; BOSTON CASA (COURT APPOINTED SPECIAL ADVOCATES); CITIZEN SCHOOLS; CONSERVATION LAW FOUNDATION; GREATER BOSTON LEGAL SERVICES*; JEWISH FAMILY & CHILDREN'S SERVICES; JUSTICE BRIDGE LEGAL CENTER*; KIND (KIDS IN NEED OF DEFENSE); MASSACHUSETTS ACCESS TO JUSTICE COMMISSION; MASSACHUSETTS RIVERS ALLIANCE; METROWEST LEGAL SERVICES; PAIR PROJECT (POLITICAL ASYLUM/IMMIGRATION REPRESENTATION); SERV (SETTLEMENT & EARLY RESOLUTION VOLUNTEERS); SOUTHCOAST CHAMBER; VETERANS LEGAL SERVICES; VOLUNTEER LAWYERS PROJECT*. A TOTAL OF NINETY (93) FELLOWS AND SIXTY-ONE (61) PARTNER ORGANIZATIONS HAVE PARTICIPATED IN THE PROGRAM SINCE 2012. SUCCESS WAS MEASURED BY SURVEYING FELLOW AND PARTNER ORGANIZATIONS AT THE END OF EACH FELLOWSHIP. SEVENTEEN (17) OF 19 FELLOWS REPORTED - 82% RATED THEIR EXPERIENCE AS EXCELLENT OR VERY GOOD; 94% REPORTED THAT THE RELATIONSHIP WITH THEIR PARTNER ORGANIZATION WAS EXCELLENT OR VERY GOOD; AND 94% REPORTED HAVING A POSITIVE IMPACT ON THEIR PARTNER ORGANIZATION OR ITS CLIENTS. ALL RESPONDENTS PLAN TO CONTINUE DOING PRO BONO WORK. PARTNERS SUBMITTED REPORTS ON 16 OF 19 FELLOWS. 95% RATED THEIR RELATIONSHIP WITH THE FELLOW AND THEIR EXPERIENCE AS A PARTNER ORGANIZATION AS EXCELLENT. PARTNERS REPORTED THAT THE MOST VALUABLE ASPECTS OF HAVING A FELLOW WERE THE FELLOW'S EXPERTISE AND JUDGMENT, THEIR ABILITY TO SERVE MORE CLIENTS AND FREE UP STAFF RESOURCES FOR OTHER MATTERS, AND THE ESTABLISHMENT OF PROGRAMS THAT COULD BE REPLICATED. 391547 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 0 0 1 5 1 0 0 0 0 0 1 1 0 0 0 0 X 20 20 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 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 KATHLEEN MCGRATH 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 ANDREW R STERN ESQ DIRECTOR 1.00 X 0 0 0 PAUL R TREMBLAY ESQ DIRECTOR 1.00 X 0 0 0 BENJAMIN B TYMANN ESQ DIRECTOR 1.00 X 0 0 0 BENTON B BODAMER ESQ DIRECTOR 1.00 X 0 0 0 TERESA M SANTALUCIA ESQ PRESIDENT 1.00 X X 0 0 0 CHRISTOPHER H LINDSTROM ESQ VICE PRESIDENT 1.00 X X 0 0 0 ELIZABETH LINTZ TREASURER 1.00 X X 0 0 0 MARIBETH PERRY EXECUTIVE DIRECTOR 40.00 X 100052 0 31428 100052 0 31428 1 0 0 0 0 431093 431093 FEE REVENUE 900099 17090 17090 17090 MISCELLANEOUS 900099 352 352 352 448535 17442 0 0 137809 113003 24806 203618 166967 36651 12925 10598 2327 8678 7116 1562 25323 23858 1465 5088 5088 28399 28399 4880 4880 3651 2994 657 5173 5173 5400 5400 2568 2568 9354 9354 5337 5337 DUES AND SUBSCRIPTIONS 3425 2808 617 MISCELLANEOUS 1722 1722 TELEPHONE 1370 1370 464720 391547 73173 0 504153 496372 29 5150 5715 509332 502087 58231 67350 179 0 58410 67350 X 390922 384737 60000 50000 450922 434737 509332 502087 -16185 0 X 1 X 0 0 0 X 244756 306908 565089 482236 431093 2030082 244756 306908 565089 482236 431093 2030082 2030082 7930 12754 9805 8350 17442 56281 2086363 0.97300 0.97620 X SCHEDULE A, PART II, LINE 10, EXPLANATION FOR OTHER INCOME FEE REVENUE 2013 AMOUNT: $ 7,930 2014 AMOUNT: $ 12,445 2015 AMOUNT: $ 9,805 2016 AMOUNT: $ 8,350 2017 AMOUNT: $ 17,090 MISCELLANEOUS 2014 AMOUNT: $ 309 2017 AMOUNT: $ 352 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.