Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... | 9,273,098 | 9,364,440 | 9,023,062 | 9,853,713 | 11,151,191 | 48,665,504 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 9,273,098 | 9,364,440 | 9,023,062 | 9,853,713 | 11,151,191 | 48,665,504 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | 48,665,504 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 9,273,098 | 9,364,440 | 9,023,062 | 9,853,713 | 11,151,191 | 48,665,504 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 8,709 | 5,519 | 3,919 | 77,714 | 91,882 | 187,743 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 3,756 | 775,425 | 369,500 | 184,479 | 1,333,160 | |
| 11 | Total support. Add lines 7 through 10. | 50,261,841 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2015 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2015 |
(iii) Distributable Amount for 2015 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2015 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2015: | ||||
| a | ||||
| b | ||||
| c | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2015 distributable amount | ||||
|
i
Carryover from 2010 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2015 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2015 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2016. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a | ||||
| b | ||||
| c Excess from 2013....... | ||||
| d From 2014....... | ||||
| e From 2015....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| Form 990, Part III, Mission Continued | BayLegal's services impact clients in significant ways, including preventing homelessness, establishing safety and protection from abuse for domestic violence victims and their children, securing vital healthcare services to treat physical and mental health conditions, and securing income to provide for food, rent, and other necessities of life. Often, BayLegal is able to resolve multiple interconnected issues for families to improve their overall self-sufficiency and quality of life. BayLegal impacts the community through extensive outreach and education, technical assistance provided to other community and governmental agencies (in several counties, BayLegal trains workers at housing authorities and social service administration offices on the proper administration of their programs), systemic advocacy and impact litigation. The following client stories provide brief examples of how BayLegal's services change lives: Janae was 18 when she came to BayLegal. In the previous months, Janae witnessed a shooting, survived a brutal sexual assault, mourned the death of her foster parent, and began to experience symptoms of borderline personality and post-traumatic stress disorder. She was hospitalized and unable to finish her senior year of high school. After a very short hospital stay, during which a hospital caseworker helped Janae apply for Social Security Disability Insurance, she was released but with nowhere to go; the school year was over, she had no known living relatives, she was notified that her application for disability was denied and she was homeless. Janae found her way to a local youth homeless shelter where BayLegal operates a legal clinic. BayLegal met with Janae and represented her in the appeal of the denial of the disability insurance, helped her maintain her health insurance through Medi-Cal, and because Janae was a former foster youth, her attorney worked to ensure that Janae would also receive the safety-net benefits and services she was entitled to under the law. With active medical insurance, reliable income for basic needs and a stable living arrangement, Janae was able to begin therapy to address her mental health needs and has enrolled in a GED program. Thanks to committed supporters like you, Janae finally feels that she has the stability she needs to move forward with her life. Rachel is a low-income single mother who recently lost her job. In addition to the stresses of raising a child on her own and looking for a new job, Rachel has severe, ongoing habitability issues in her apartment, including a mice infestation, mold, and unreliable plumping. Despite multiple requests, Rachel's property manager failed to fix any of the problems in the apartment. Meanwhile, Rachel had trouble finding a new job and her unemployment benefits soon ran out. Unable to pay her rent on time, Rachel received a 10-day notice to pay or move out. Desperate for help, Rachel called BayLegal, where she was able to immediately speak with an attorney, free of charge. Rachel's BayLegal housing attorney advocated on her behalf and successfully negotiated an agreement for her to stay in the apartment. Today, Rachel has a new job and is on a repayment schedule with her landlord for the past due rent. Rachel has already saved up most of what she owes and is happy that she has been given a second chance. Rachel's attorney also got the property manager to agree to reduce Rachel's rent if they can't resolve all of her habitability issues within 30 days. With BayLegal's help, Rachel and her son were not only able to avoid eviction, but will have their apartment's outstanding repairs properly fixed, finally giving them a stable place to call home. Lydia, an immigrant to the U.S. from Mexico, was terrified by her husband's violent and irrational behavior. Over the past four years he began accusing her of having an affair, harassed her at work, and blamed her for their financial difficulties arising from him being fired from several jobs. Often he would beat her in front of their two children, even while they were crying for him to stop. She couldn't understand why her husband would do such things until one day she caught him smoking crack cocaine in their home. Recognizing that her husband had a serious problem, and fearful for her safety and that of her children, Lydia called the police and sought help from a violence prevention agency that referred her to Bay Area Legal Aid. BayLegal helped Lydia file a restraining order and obtain full custody of the children, not allowing visitations from her husband unless he enrolled in a drug rehabilitation program and a batterer's treatment program. BayLegal also referred Lydia and her children to a therapist to cope with the trauma of the abuse, and helped her apply for permanent residency in the U.S. through the Violence Against Women Act. With BayLegal's help, Lydia is beginning to feel empowered and believes that she can become self-sufficient and support herself and her children. She has obtained a job with better pay, and found new housing for her family. Currently, BayLegal is representing her in divorce proceedings. BayLegal also balances its direct individual services with systemic work to address root causes of issues harming low-income residents. Low-income people do not have the time or expertise necessary to address systemic errors and inefficiencies that develop in under-resourced government agencies, or to challenge unlawful activities present in consumer, housing and healthcare markets. By working with hundreds of individuals and families each year, BayLegal has intimate knowledge of the problems that cause poor people harm and impede their struggle for self-sufficiency. Systemic work, informed by BayLegal's work with individual clients, includes impact litigation, legislative and administrative advocacy, and training, technical assistance and policy development for agencies that administer housing, healthcare and benefits programs for the Bay Area's low income residents. BayLegal's work is a vital part of the poverty eradication movement. Recent studies have confirmed that investing in legal services is a cost effective means of solving issues faced by low-income people. "The impact of legal aid in terms of public costs saved - homelessness prevented, health benefits secured, domestic violence harms averted, among other measures - has been documented in dozens of local and national analyses," says David Udell, director, National Center for Access to Justice at Cardozo Law School in New York City. "The impact in terms of people's lives is immeasurable." As more communities and municipalities learn about the value of civil legal services in stabilizing the lives of low-income people, BayLegal has experienced a demand for legal services across its seven county service region. While BayLegal continues to strategically develop its program to ensure it is responsive to the ongoing and emerging needs of the diverse populations it serves, the receipt of flexible funding is increasingly important to ensure fairness for all in the justice system, and in particular for populations and communities who are not able to afford high quality representation. |
| Form 990, Part III, Line 4a | BayLegal also provides targeted services for vulnerable populations including: foster and transition age youth including Commercially Sexually Exploited Children, youth with disabilities, mental health issues, and/or involvement in the dependency or delinquency systems, veterans, and formerly incarcerated people. |
| Form 990, Part VI, Section B, line 11 | The Audit/Finance Committee of the Board of Directors reviews the Form 990 before it is filed. |
| Form 990, Part VI, Section B, line 12c | Each member of the Board of Directors is provided a copy of the Conflict of Interest Policy on an annual basis. Board members and key staff have a duty to disclose conflicts of interest, or the appearance of such conflicts, to the Executive Director or the Chair of the Board. |
| Form 990, Part VI, Section B, line 15 | The executive committee of the Board of Directors recommend the level of salary and other compensation of the Executive Director to the Board of Directors based on performance and comparative data for other Legal Aid programs. The Executive Director has the authority to establish compensation of the key management staff, and relies on information from other Legal services programs and salary surveys. |
| Form 990, Part VI, Section C, line 19 | Copies of the documents are provided upon request, some are also published in the annual report and on BayLegal's website. |
| Form 990, Part XI, line 9: | Gain on acquisition of Legal Aid of Napa Valley -See Sch. O 73,494. |
| Form 990, Part XI, Line 9 | BayLegal acquired Legal Aid of Napa Valley in a transaction accounted for as an acquisition. BayLegal did not transfer any consideration as part of the acquisition. |
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