2014-06-25T11:59:57-05:00 2013-12-31 990 2013-01-01 521194741 Legal Counsel for the Elderly LEGA 2024346755 601 E Street NW Tax Dept Washington DC 20049 Jan A May Executive Director 2024342164 2014-06-25 2013 2015-11-30 17:44:51Z AARP Legal Counsel for the Elderly Jan May 601 E Street NW Washington DC 20049 9266966 0 X www.aarp.org/lce X 1980 DC Provide free/low cost legal assistance/education to qualified elderly in D.C. 9 5 51 400 0 0 4426241 4610706 33830 16019 229597 500441 0 0 4689668 5127166 250 100 0 0 3323324 3985130 0 0 100421 739901 552650 4063475 4537880 626193 589286 11659484 13141634 738997 797910 10920487 12343724 X The purpose of Legal Counsel for the Elderly ("LCE") is to provide free or low cost legal assistance and education to qualified elderly, primarily in the District of Columbia. 0 0 1875485 D.C. Law Office -LCE operates a law office providing a complete range of free legal services to qualifying D.C. residents age 60 and older, including the D.C. long-term care ombudsman program. The purpose of the law office is to provide high quality legal services via staff attorneys, paralegals, volunteers and pro bono attorneys, especially in areas of basic needs for older D.C. residents, with an emphasis on those individuals who are vulnerable or otherwise in greatest need. The D.C. Law Office also operates five self-help legal offices in the local community. Self-help offices are facilities where older people can obtain information that allows them to resolve their own problems. The D.C. Law Office also includes a legal advice line for D.C. residents over the age of 60.On October 1, 2012, the DC Long-Term Care Ombudsman Program (DCLTCOP) expanded its scope of advocacy services, including monitoring the quality of care delivered to residents living in their homes in the community and receiving long-term care services through the DC Medicaid Elderly and Persons with Physical Disabilities (EPD) Waiver Program. The Home and Community-Based Services (HCBS) Ombudsmen serve as advocates, protecting residents' rights and promoting the highest possible quality of life and quality of care. 282898 Senior Medicare Patrol Project (SMPP) -The SMPP is part of the national initiative to fight Medicare fraud, waste and abuse. SMPP is a consumer education and information project that uses trained, volunteer professionals to educate Medicare beneficiaries about Medicare waste, fraud and abuse in the District of Columbia, and encourages beneficiaries to report fraud to a multi-lingual hotline maintained by SMPP. 280556 The Alternatives to Landlord/Tenant Court for the Elderly Project works with housing providers in identifying elder, disabled tenants who are at risk of eviction due to no fault of their own and provides them with supportive services so that they can continue to live independently without risk of eviction. 82397 The D.C. Bar Home Visit Program allows LCE to hire one full-time attorney to make home visits to clients that call LCE but are unable to come to the office for appointments due to disability or illness. 181807 Foreclosure Crisis Project 328278 The Friedman Fund 203232 Model Approaches 823715 100 16019 Various Other Programs 1619429 100 16019 4058368 1 1 0 1 0 0 0 0 1 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 4 0 1 51 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 5 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MD VA X X AARP 2024346755 601 E Street NW Washington DC 20049 Richard Riley Board Chair (as of 2/2013) 1.00 X 0 0 0 Ernest Chico Rosemond Treasurer / AARP Director 1.00 42.00 X X 0 155867 47579 Edna Kane Williams Secretary / AARP VP 1.00 45.00 X X 0 277482 17876 Sara Kropf Member (2/4/13) & Chair-elect 1.00 X 0 0 0 Elizabeth Mitchell Member (Chair until 2/13) 1.00 X 0 0 0 Ira H Polon Member 1.00 X 0 0 0 William A Isaacson Member 1.00 X 0 0 0 Haroll Backus Member / AARP Executive VP 1.00 50.00 X 0 337726 82830 Joyce A Rogers AARP Senior VP 1.00 50.00 X 0 343346 69439 Sharis Arnold Pozen Member (until 2/4/13) 1.00 X 0 0 0 Jan A May Executive Director 41.00 X 225954 0 69099 Tina Nelson Managing Attorney 40.00 X 139843 0 56068 Shirley Williams Manager & Legal Aid Atty 40.00 X 124997 0 43995 Aaron Knight Development Advisor 41.00 X 122650 0 43798 Lynne Person Director - LT Care Ombudsm 42.00 X 120917 0 47395 Christopher Pitro Manager - Business Operati 42.00 X 116135 0 31566 850496 1114421 509645 7 0 1 0 Allsource PPS Agile - 1 Corporate 1999 West 190th Torrance CA 90504 Temporary Staffing Agency 101323 1 2357565 1711049 542092 4610706 Litigation and Referral Revenue 900099 16019 16019 16019 141615 141615 4498626 4139800 358826 358826 358826 5127166 16019 0 500441 100 100 244275 138553 105722 3165179 2970142 115161 79876 94964 89871 2645 2448 259457 240795 10928 7734 221255 202083 13834 5338 3610 3384 226 49930 49930 136 136 56983 56983 52727 52718 9 57060 48617 6696 1747 59904 52606 6337 961 50192 50192 46606 14639 31967 Dues & Subscriptions 67813 66833 980 Printing & Postage 39512 33997 4820 695 Telecommunication Expen 28808 25859 2949 Bank Charges 17177 16544 633 22192 10860 11332 4537880 4058368 379091 100421 X 81034 96864 2223996 707141 307382 402487 1010504 243379 3446 2134 8033122 11689629 11659484 13141634 665147 661752 49137 114295 24713 21863 738997 797910 X 10920487 12343724 10920487 12343724 11659484 13141634 589286 833951 0 X 0 1 X 1 1 1 X 3333328 3792836 4290474 4426241 4610705 20453584 3333328 3792836 4290474 4426241 4610705 20453584 10798256 9655328 218206 162979 200136 150289 141615 873225 21326809 74701 0.45270 0.43310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 26852 0 0 26852 0 Part II-B, Line 1: 2013 Lobbying/Testimony activities: Legal Counsel for the Elderly (LCE) provides various testimony, collaboration, and regulatory work for elder rights related to housing and foreclosure, real property taxes, abuse, and nursing home care and budgeting for these areas. LCE senior attorneys attended hearings and meetings as well as provided written testimony to the Office of Tenant Advocate, Department of Consumer and Regulatory Affairs, DC housing Authority, Fair Budget Coalition, and various DC Council Committees. 0 1 X 3411038 10854 576304 69989 3928207 3074845 5333 435460 104600 3411038 2988193 6192 80460 3074845 2609857 8284 371120 1068 2988193 2460173 12424 493251 355991 2609857 1.00000 0 0 0 State Street 11689629 F 11689629 X 9020645 833951 3059528 3893479 5127166 0 5127166 7597408 3059528 3059528 4537880 0 4537880 Part IV, Line 2b: The client escrow account is an account used for purposes of making deposits of money from or for clients where the matter is pending but not resolved. A typical example might be a client who is in a dispute with the mortgage holder concerning amount due. Until the exact dollar amount is agreed to on settling the case, the money will remain in our client escrow and ultimately paid out in accordance with the terms of the settlement. LCE handles a number of consumer matters and in the context of some of those cases, the LCE staff or pro bono attorney may negotiate/advocate for a client to have a particular debt reduced, eliminated or to have a payment plan set up with the creditor. Part V, Line 4: LCE's board designated quasi-endowment was established from funds received by LCE as a recipient of certain unclaimed monies from a settlement of a class action lawsuit against a Washington, DC cable company. The funds are invested in a broad-based portfolio covering multiple asset classes. LCE uses the income derived from these funds as needed to support consumer protection activities of the elderly. LCE's Board of Directors approves the appropriation for spending based on an annual budget. The value at December 31, 2013 is $3,598,282. LCE has a quasi-endowment to fund the expenses associated with employing a law student as a part-time law clerk to support LCE cases. The funds are invested in a broad-based portfolio covering multiple asset classes. Spending from this endowment will commence when the endowment corpus has grown to a level sufficient to generate adequate income to support the goals of the program, a level to be determined by LCE's Board of Directors. The value at December 31, 2013 is $329,925. Part X, Line 2: LCE is required to record a liability for any material tax position taken which does not meet the minimum thresholds of "more likely than not" to be successful under regulatory challenge. No provision for income taxes has been recorded in 2013 and 2012 since management believes there is no material unrelated business income or material uncertain tax positions requiring the recognition of a liability. 1 X X X 0 0 0 1 1 0 0 0 0 Ernest Chico Rosemond Treasurer / AARP Director 0 135803 0 19119 0 945 0 41286 0 6293 0 203446 0 0 Edna Kane Williams Secretary / AARP VP 0 221703 0 53421 0 2358 0 6506 0 11370 0 295358 0 0 Haroll Backus Member / AARP Executive VP 0 266818 0 68092 0 2816 0 67958 0 14872 0 420556 0 0 Joyce A Rogers AARP Senior VP 0 268666 0 73684 0 996 0 67958 0 1481 0 412785 0 0 Jan A May Executive Director 181985 0 42205 0 1764 0 8968 50779 9352 0 244274 50779 0 0 Tina Nelson Managing Attorney 123061 0 16491 0 291 0 5582 31609 18877 0 164302 31609 0 0 Shirley Williams Manager & Legal Aid Atty 111533 0 10071 0 3393 0 4864 27543 11588 0 141449 27543 0 0 Aaron Knight Development Advisor 109340 0 12873 0 437 0 4889 27681 11228 0 138767 27681 0 0 Lynne Person Director - LT Care Ombudsm 111336 0 9225 0 356 0 1482 27307 18606 0 141005 27307 0 0 Part I, Line 5 Through its shared services agreement with AARP, Legal Counsel for the Elderly participates in AARP's enterprise-wide compensation plan. Under that compensation plan, numerous organizational factors are considered in employee compensation, of which gross revenues is one. Form 990, Part VI, Section A, line 7a Yes, only with respect to board appointments: The AARP Chief Executive Officer appoints nine voting members of the Legal Counsel for the Elderly Board of Directors for specified terms. If a member appointed shall resign, the AARP Chief Executive Officer shall appoint his/her successor to fill the remainder of the term of the resigned member. Form 990, Part VI, Section B, line 11 The Form 990 for Legal Counsel for the Elderly (LCE) is prepared and reviewed in the AARP internal tax department. The Form 990 is also reviewed by LCE's Controller, LCE's Director, the AARP Controller and AARP Office of General Counsel. After this process the return is sent to all members of the governing body for review. The governing body then has up to seven days to review and provide any comments or questions. After all issues have been addressed, the return is electronically filed with the Internal Revenue Service. Form 990, Part VI, Section B, line 12c Annually, all board members and employees (including officers) are required to review the Code of Conduct, formally acknowledge their understanding of the Code, and disclose any real or potential conflicts of interest. Disclosures are reviewed by the appropriate management (or in the case of a board member, the Board Chair, and if necessary the Board of Directors) and the Ethics & Compliance Office. The appropriate resolution plan is implemented (for example, recusal from participating in any deliberations and decisions relevant to the disclosure). The Director of LCE and Ethics & Compliance Office monitors compliance with these requirements and ensures proper follow-up as needed. Form 990, Part VI, Section B, line 15a Form 990, Part VI, Section B, Line 15a and b: As to the comparability data, which is collected every two to three years, Legal Counsel for the Elderly (LCE) is included in the established AARP employee performance management system. AARP has a targeted competitive position in the marketplace that considers relevant for-profit and not-for-profit data since this is the landscape that AARP competes for talent. Establishing the appropriate compensation for positions and jobs considers external market pricing (where possible) from an independent, third party compensation consulting firm, internal criteria, and an individual's actual performance and contribution. Internal criteria is based on a standard approach that measures the internal value of positions, including: complexity and scope of responsibility, skill set and competencies, education and experience, and the reporting relationship of the position. An individual's actual performance and contribution is measured through the AARP performance management approach and then rewarded through the AARP annual base pay merit and incentive award programs. The compensation of the Executive Director of LCE is reviewed and approved by the Compensation Committee of the LCE Board of Directors. No persons with a conflict of interest are involved in the compensation review and approval process. Form 990, Part VI, Section C, line 19 Legal Counsel for the Elderly makes their Form 990 available for public inspection on their website at www.aarp.org/lce or upon request to AARP's Office of General Counsel. Legal Counsel for the Elderly only discloses documents (i.e., Form 990 and Form 1023), which have previously been filed with the Internal Revenue Service. All other documents that have not been included in a filing are not required to be disclosed to the public. AARP Inc (consolidated) 601 E Street NW Washington DC 20049 951985500 Social welfare organization dedicated to persons over 50 years of age DC 501(c)(4) AARP 0 AARP Foundation 601 E Street NW Washington DC 20049 520794300 Public charity dedicated to persons over 50 at social and economic risk DC 501(c)(3) 509(a)(1) AARP 0 AARP Institute 601 E Street NW Washington DC 20049 520788950 Supporting organization of AARP Foundation DC 501(c)(3) 509(a)(3) AARP Foundation 0 AARP Experience Corps 601 E Street NW Washington DC 20049 263698436 Engages adults aged 50+ as tutors & mentors for school children nationwide DC 501(c)(3) 509(a)(1) AARP 0 AARP Insurance Plan 601 E Street NW Washington DC 20049 526069387 Grantor trust for AARP DC 501(c)(4) AARP 0 AARP Financial Services Corporation 601 E Street NW Washington DC 20049 521367607 Real Estate Holding Company DE AARP C 0 AARP Services Inc 605 F Street NW Washington DC 20004 522141065 Marketing and Research DE AARP C 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 0 AARP - Cash contributions C 2357565 cash paid AARP - In-kind shared services M 2648943 allocable costs AARP - In-kind rent N 282504 cost AARP - Direct expenses (telephone printing postage) P 42088 costs incurred AARP Foundation - Rent K 57059 cost