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Veterans Legal Institute

 2100 N. Broadway, Ste 209
 Santa Ana, CA 92706
[P] (949) 290-5733
[F] (714) 242-9914
http://www.vetslegal.com/
http://www.veteranslegalinstitute.com
[email protected]
Antoinette Balta
FOUNDED: 2014
INCORPORATED: 2014
 Printable 1 Page Summary
 Printable Profile
Organization DBA --
Former Names --
Organization received a competitive grant from the community foundation in the past five years Yes
Employer Identification Number 47-1608069 00000

Summary


 

Mission StatementMORE »

Veterans Legal Institute (VLI) provides pro bono legal assistance to homeless, at risk, disabled and low income current and former service members that eradicates barriers to housing, education, employment and healthcare and foster self-sufficiency.

VLI's Core Values

Outreach: VLI seeks to promote community amongst civilians and former and current service members and foster compassion and good faith between all. VLI will bring community together through volunteerism, education, outreach, and policy advocacy.

Compassion: VLI commits to having a unique compassion sensitive to the issues that our clients face.

Quality: VLI is dedicated to providing high quality level legal services and advocacy.

Leadership: VLI will raise the standard as is common in the legal industry to commit to the upmost levels of professionalism for the benefit of its clients, staff and overall reputation.

Empowerment: VLI will seek to empower its clients through direct legal services and the overall state of military affairs through its policy advocacy, research, education and writing.

Mission Statement

Veterans Legal Institute (VLI) provides pro bono legal assistance to homeless, at risk, disabled and low income current and former service members that eradicates barriers to housing, education, employment and healthcare and foster self-sufficiency.

VLI's Core Values

Outreach: VLI seeks to promote community amongst civilians and former and current service members and foster compassion and good faith between all. VLI will bring community together through volunteerism, education, outreach, and policy advocacy.

Compassion: VLI commits to having a unique compassion sensitive to the issues that our clients face.

Quality: VLI is dedicated to providing high quality level legal services and advocacy.

Leadership: VLI will raise the standard as is common in the legal industry to commit to the upmost levels of professionalism for the benefit of its clients, staff and overall reputation.

Empowerment: VLI will seek to empower its clients through direct legal services and the overall state of military affairs through its policy advocacy, research, education and writing.


FinancialsMORE »

Fiscal Year 2019
Projected Expenses $575,000.00
Projected Revenue $635,000.00

ProgramsMORE »

  • Veterans Pro Bono Legal Clinics -- Orange and Los Angeles Counties

Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Overview


Mission Statement

Veterans Legal Institute (VLI) provides pro bono legal assistance to homeless, at risk, disabled and low income current and former service members that eradicates barriers to housing, education, employment and healthcare and foster self-sufficiency.

VLI's Core Values

Outreach: VLI seeks to promote community amongst civilians and former and current service members and foster compassion and good faith between all. VLI will bring community together through volunteerism, education, outreach, and policy advocacy.

Compassion: VLI commits to having a unique compassion sensitive to the issues that our clients face.

Quality: VLI is dedicated to providing high quality level legal services and advocacy.

Leadership: VLI will raise the standard as is common in the legal industry to commit to the upmost levels of professionalism for the benefit of its clients, staff and overall reputation.

Empowerment: VLI will seek to empower its clients through direct legal services and the overall state of military affairs through its policy advocacy, research, education and writing.


Background Statement

Veterans Legal Institute is one of the very few military specific public interest law firms in the nation. The enduring vision is to greatly reduce veteran homelessness and suicide with staff, pro bono attorneys, and volunteers who are veterans, military family members, or dedicated veteran advocates.

Headquartered in Orange County, California, President and Co-Founder Mrs. Antoinette Balta, Esq., LLM, brings to the VLI many years of experience as a former staff attorney at the Public Law Center and is one of the developing attorneys of its Operation Veterans Re-Entry Project. She is also a JAG officer in the California State Military Reserve holding the rank of Major. 
 
Filing claims for service-related injuries and resolving lingering legal issues related to military service can be particularly difficult for veterans. Accordingly, two of the VLI’s focal points in its Legal Services Division are disability/pension claims and discharge upgrades, VA-specific practice areas representing the largest need among veterans. These legal needs are often the most overlooked at various legal aids throughout the country.

The process of filing a disability claim with the VA to establish a service-connected injury is often a windy road. Prosecuting the claim can involve an initial claims officer, a Decision Review Officer, the Board of Veterans Appeals, and lastly the Court of Appeals for Veterans Claims. It can be practically impossible for a veteran to navigate the disability claims process by himself, especially if his injury is indirect, unusual or involving mental illness. Medical diagnosis from third-party doctors can be needed, providing an alternative opinion to the VA’s conclusion. Attorney assistance is vital both substantively and procedurally. While challenging, successful prosecution of a service-connected claim can result in monthly payments of over $3,000, depending on the percentage rating of disability and family status, a life-changing outcome for a former service member struggling to deal with the often invisible wounds of war. 

Another practice area is discharge upgrades. At the conclusion of military service, a service member is assigned a “characterization of service,” essentially a grade reflecting the command’s evaluation of how well a service member performed. While most characterizations of service are positive, being either honorable or general (under honorable conditions), some service members are given negative characterizations, such as other than honorable, bad-conduct, or dishonorable. Negative characterizations can have long-term ramifications for a veteran as he or she transitions to civilian life, limiting or preventing the receipt of medical care or educational benefits available from the VA. Further, the stigma connected to a less than honorable discharge, especially for a veteran who deployed for multiple combat tours, can be mentally debilitating. 


Impact Statement

Everything we do, we believe in a just society with freedom for veterans to return home and thrive after selflessly serving our nation. We believe there is a solution to veteran homelessness and suicide. We provide life-changing legal services with staff, pro bono attorneys, and volunteers who are veterans, military family members, and devoted veteran advocates. And the legal services are always free. 

Want to join us? 
 
You can make a significant difference for the next veteran forging a stronger future for themselves and loved ones. A future filled with dignity, hope and promise. 
 
To date, VLI has opened over 5,000 individual cases and restored over two million dollars in veterans benefits.
 
2018 Impact:  
  • 2231 individual cases opened, of which 85% were male, 15% were female, and 20% were older veterans
  • 41 mobile clinics across the VA Hospital Long Beach, Starbucks Coffee, Saddleback College, OC Veterans Service Office, North County Vet Center, and the City of Mission Viejo and over 50 outreach events tailored to connecting veterans with specialized resources
  • 30% of cases addressed veterans benefits
  • 270 individual cases dedicated to keeping veterans in their homes 
Top Goals
  • Increase access to justice with strategic mobile free legal clinics at veteran hotspots for veterans with significant transportation and communication challenges 
  • Expand legal fellow positions, intern program, and pro bono network to meet continuing demand for service
  • Provide over 25 specialty clinics in family law and veterans benefits
2017 impact:
  • 1,647 individual cases opened; 83% male, 17% female, and 38% older veterans
  • 36% of cases addressed veterans benefits, an increase of 16% over 2016
  • Operated 32 strategic clinics and participated in 48 outreach events
  • Inspired by over 6,000 hours from 200+ volunteers
2016 impact:
  • Managed over 1,300 open cases; 31% of cases in veterans law
  • Operated 30 clinics across Orange and Los Angeles Counties: The VA Hospital in Long Beach, Saddleback College, Irvine Valley College, Starbucks Coffee, the North County Vet Center, and the VLI office
  • Supported two veteran summits with 250 advocates
  • Expanded holistic approach, helped establish The Strong Families, Strong Children Collaborative

Needs Statement

  •  Financial: VLI seeks to collect funds to be used to meet the exponentially growing legal needs of the thousands of troops returning from deployment.  At present, the overwhelming need at the VA Hospital alone requires additional personnel as VLI's goal is to assist every eligible veteran that applies for its services.  VLI seeks an individual or corporation to sponsor a legal fellowship so that additional personnel can be hired.
  • PR/Marketing: VLI seeks talented and passionate individuals to assist with the design, strategy and funding of PR materials including but not limited to flyers, brochures, folders, swag, video testimonials, press releases, articles, social media, website updates, and more. 
  • Event Planning and Coordinating: VLI seeks motivated individuals to plan and implement fundraising, educational and community events. VLI also seeks individuals and organization who have independent events to honor the VLI as the beneficiary of funds raised. 
  • Special Advisory Board and Board of Director Membership: VLI is constantly seeking intelligent individuals who feel passionate about the military cause and have time, talent, treasure, or a combination of the three to join its Special Advisory Board or Board of Directors.  At present, the VLI has a phenomenal team and is always looking to diversify and add more drive individuals. 
  • General Wish List: VLI maintains a general wish list which is constantly changing depending on the needs and geared towards making the office more efficient so VLI can assist more clients. A copy of the updated "Wish List" can be received by emailing Antoinette Balta at [email protected]

 


CEO Statement

VLI is amongst the first military specific public interest law firms in the nation. The hundreds of thousands of returning soldiers from Iraq and Afghanistan bring with them a unique subset of issues lacking in the civilian world. These soldiers suffer from PTSD, traumatic injury and other medical and mental illness connected to their service that the average legal aid lawyer has no knowledge of and/or cannot relate. These soldiers seek attorneys that they can trust and share with their special situations and that is catered to at the VLI. It can be argued that part of the reason Vietnam and Korea era veterans became chronically homeless is because they did not receive legal assistance specific to their needs. 

 

            Many veterans seek assistance with military specific issues like discharge upgrade or veterans benefits. Expertise in these areas of the law is thin and best rendered by lawyers who have an understanding of military law, veterans affairs, and tangential systems. VLI attorneys are all VA-accredited and train civilian attorneys in these areas. Civilian public interest law firms struggle to understand these laws and systems because they have not been exposed to them.

            Lastly, there has been a surge of patriotism whereby civilians realize the importance of pro bono legal assistance for former and active service members and desire to donate funds specific to this cause. While civil legal aids around the country are attempting to develop veteran-specific units, donations to their organizations are often allocated to general fund and rarely earmarked specifically for military. This takes away much needed funds from this special population. All funds donated to VLI are used solely to assist former and active service members and their immediate family members in an effort to ensure that they receive access to justice.

Board Chair Statement

(Forthcoming from newly appointed Board Chair- Marc E. Hankin, Esq.)


Other Ways to Donate/Volunteer

Donations accepted: mailing a check, via website, Paypal, in-kind donations, AmazonSmile, legal training stipends, sponsoring a legal fellow, corporate and memorial giving, respond to wish list, etc.Volunteer opportunities: Grant writing, pro bono attorneys and paralegals and legal assistants, event coordinators, silent auction coordinators, marketing and PR coordinators, professional services, and more. 

Geographic Area Served

Central Orange County
West Orange County
South Orange County
North Orange County
Orange County and in limited circumstances all of Southern California.

Organization Categories

  1. Crime & Legal - Related - Public Interest Law
  2. Civil Rights, Social Action, Advocacy - Disabled Persons' Rights
  3. Public & Societal Benefit - Military/Veterans' Organizations

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Programs


Veterans Pro Bono Legal Clinics -- Orange and Los Angeles Counties

Program Overview:

Being military specific, all of our management and most of our staff are have military experience and/or are spouses of veterans. Studies show us service members and veterans have stronger outcomes when working with peers.
 
 
Therefore, veterans can apply online, call the office and speak to a live person, attend one of VLI’s many mobile legal clinics like the VA Hospital Long Beach, or be referred by over 70 collaborating agencies. VLI completes legal work in house and farms out specialized areas of the law to pro bono civilian attorneys from a variety of firms. Areas of law include (but are not limited to) discharge upgrades, VA pensions and healthcare access, landlord-tenant disputes, and restoring driver’s licenses.
 

No veteran ever receives a bill or leaves empty handed. 

 

Veterans can show up to a clinic or reserve a spot in advance. Attorneys or volunteers greet the veteran, put them at ease, and begin the intake process. An initial application is filled out which requests the applicant's military history, income and basic case information. Those who fall within the eligibility of VLI as low income, within our geographic area, and have a case type that VLI services are selected. Clients who are not eligible for free services are given general advice, counsel, and/or referral to attorneys who are veteran advocates. Those veterans who require wrap around services are referred to evidence-based collaborators to meet basic needs. 

 

Program Goal:

To increase strategic outreach of free legal aid to homeless, disabled, unemployed, and underemployed veterans and service members to foster self-sufficiency.

Objectives:

1. Continue: 9 clinics at VA Long Beach, 10 Family Law Clinics at VLI, 5 Military Monday Clinics at Starbucks Coffee, and 6 clinics across Saddleback Community College, and North County Vet Center.

2. Establish a new Women Veterans Clinic at VLI (10 total).

Budget  $77,000.00
Category  Crime & Legal, General/Other Legal Services
Population Served Military/Veterans Poor,Economically Disadvantaged,Indigent Other Health/Disability
Program Short-Term Success 

Outcomes:

  1. Remove legal barriers and increase access to housing, education, employment, and health care for up to 350 unduplicated veterans in need per year through the clinic setting.
  2. Increase access to family law by 30%.
  3. Increase scope, range, and quality of legal services provided to the veteran community by expanding the number of total veterans served to 3,500 by the end of 2018.
Program Long-Term Success 
Veterans Legal Institute's enduring goal is to greatly reduce veteran suicide and homelessness by empowering each service member, veteran, and military family to being self-sufficient through access to stable homes, jobs, education, and medical care.  
 
Program Success Monitored By  Outcomes are measured through an extensive computer reporting system called PRIME that defines various types of outcomes. General civilian legal issue reporting includes money won, money waived, reason closed, how the case was resolved (through litigation, settlement, etc.) and more. Military specific areas are measured by outcome received and what types of benefits are newly achieved as a direct result thereof, whether monetary, or in terms of education, health or cemetery benefits. Qualitative results are gathered during client case closure, permission to use personal stories in testimonials, and regular requests for feedback from collaborators and public discussions
Examples of Program Success 
Paul Ha immigrated from Korea in high school and chose to serve our nation in the Marine Corps. During boot camp, Paul suffered a femur neck stress fracture and chose to serve with his unit overseas instead of opting for an office job.
 

While serving overseas, Paul was hit by an IED. Shrapnel hitting his face and arms. Paul refused a purple heart. He returned from overseas with post traumatic stress disorder, traumatic brain injury, and unable to hold eye contact. Then, Paul receives a general other than honorable discharge which restricted Paul's ability to access a wide range of veteran benefits.

 

Not only was Paul unable to access his educational benefits but his wife Hyojin, a registered nurse who was not allowed to work in the US, had an uncertain immigration future.

 

Hyojin reminds us 80% of combat veterans suffer with PTSD and other mental health challenges, and "they struggle to get back to normal life."

 

Through the pro bono dedication of immigration attorney Richard Wilner, Paul and Hyojin are safe from immigration issues, safely housed, financially stable, and happy.

 

Management


CEO/Executive Director Antoinette Balta
CEO Term Start Sept 2014
CEO Email [email protected]
CEO Experience Ms. Balta is one of the founding Directors of the Veterans Legal Institute (VLI) with responsibility for business development, outreach, and strategic planning.  She comes to VLI with a long-held passion to serve at-risk veterans and service members and has dedicated her career to that end.

Ms. Balta’s passion for veterans’ law started when she was a staff attorney at the Public Law Center, noticing an influx of service members returning from Iraq and Afghanistan seeking shelter at a local National Guard armory. Many of the issues that contributed to these veterans’ chronic homelessness were legal in nature and required the assistance of an attorney. So moved by the fact that the men and women who had served the country abroad were now struggling, she committed herself to the cause of removing “chronic” from “homelessness” and empowering veterans into self-sufficiency. This led her to be instrumental in the founding of the Operation Veterans Re-Entry Project, with over 700 veterans receiving legal assistance in the last three years.  

Ms. Balta is a reserve JAG Officer with the California State Military Reserve, assigned to the Installation Support Group at the Joint Forces Training Base in Los Alamitos where she holds the rank of Major. She is accredited by the Department of Veterans Affairs and regularly lectures on legal topics affecting veterans, where she is known for providing innovative solutions aimed at veteran empowerment and self-sufficiency.

Ms. Balta is a Director on the Board of the Orange County Bar Association and an alumna of the Presidential Leadership Scholars Class of 2018. Further, she is a board member for the Warren J. Ferguson Inn of Court, the Villa Park Community Services Foundation and the Syriac Emmanual Association. In recognition of her commitment to veteran-related projects, she was recently selected as one of Senator Lou Correa 2014 “Women of the Year”, Assemblywoman Sharon Quirk Silva’s 2014 “Women of Distinction,” received the President’s plaque from her fellow attorney colleagues of the Warren J. Ferguson Inn of Court and was the recipient of the 2014 Community Leadership Award from the Orange County Black Chamber of Commerce. 

Previously, Ms. Balta served as an Equal Justice Works AmeriCorps Legal Fellow in Community Economic Development, where her work extended to housing, preservation, nonprofits, and small businesses. Prior to dedicating her career to public interest law, she was a civil litigator for nearly five years. 

Ms. Balta graduated cum laude from Chapman University with a bachelor’s degree in business administration. She holds a juris doctorate from Chapman University School of Law, with a special certificate in Alternative Dispute Resolution. She also holds a Masters of Law (LLM) from Chapman University School of Law with an emphasis in business and economics.

Former CEOs and Terms

Name Start End
-- -- --

Senior Staff

Name Title Experience/Biography
KellyAnn Romanych MS Director of Development --
William Tanner Esq Managing Attorney --

Awards

Award Awarding Organization Year
Commitment to Service Award North County Vet Center 2014
Outstanding Sponsor Award OC Black Chamber of Commerce 2014
Resolution Senator Lou Correa/ Legislature 2014

Affiliations

Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

Veterans Legal Institute collaborate with the following entities:

 

  • Veterans Administration Hospital in Long Beach
  • Saddleback College
  • Irvine Valley College 
  • Orange County Veterans and Military Families Collaborative 
  • Legal Aid Society of Orange County
  • North County Vet Center
  • Working Wardrobes
  • Goodwill of Orange County
  • Orange County Black Chamber of Commerce 
  • Disabled American Veterans
  • Volunteers of America, Orange County
  • Child Guidance Center
  • Human Options
  • Children and Family Futures
  • Families Forward

 

and more. 

Staff Information

Number of Full Time Staff 7
Number of Part Time Staff 2
Number of Volunteers 200
Number of Contract Staff 0
Staff Retention Rate % 100%
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 1
Caucasian: 6
Hispanic/Latino: 1
Native American/American Indian: 0
Other: 1
Other (if specified): Middle Eastern
Gender Female: 3
Male: 6
Not Specified --

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Under Development
Years Strategic Plan Considers 3
Management Succession Plan Under Development
Organization Policies And Procedures Yes
Business Continuity of Operations Plan No

Risk Management Provisions

Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes

Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency Yes Annually
Senior Management Formal Evaluation and Frequency Yes Annually
Non Management Formal Evaluation and Frequency Yes Bi-Annually

Government Licenses

--

CEO Comments

--

Foundation Comments

--

Governance


Board Chair Mr. Marc E. Hankin Esq.
Board Chair Company Affiliation Hankin Patent Law
Board Chair Term Mar 2018 - Mar 2020
Board Co-Chair COL Pete Seitz
Board Co-Chair Company Affiliation Association of the United States Army
Board Co-Chair Term Jan 2015 - Jan 2016

Board Members

Name Company Affiliations Status
Marco Arcadia Vice President Community Bank Voting
Sherry Bragg Esq. -- Voting
Sheila Marie Finkelstein Esq. Holstrom, Block & Parke, APLC Voting
Rosanna Fristed Associate Miller Morton Caillat & Nevis LLP Voting
Hon. Jim Gray Mediator, ADR Services Voting
Jon Guerena Managing Director Deloitte Consulting, LLP Voting
Marc Hankin Principal Hankin Patent Law Voting
Sunny Jha MD -- Voting
Michael Kibbe Esq. -- Voting
Fernando Lopez Branch Manager Wells Fargo Voting
Bobby McDonald President, Black Chamber of Commerce; US Navy Veteran; Member Veterans Administration Advisory Committee on Minority Veterans Voting
Andrew Nelson Esq Partner, Friedman Stroffe & Gerard, PC Voting
Lacey Price Senior Talent Advisor, Social Impact Team, Starbucks Coffee Voting
Matt Rabin Partner; JAG One LLP; California State Military Reserve Voting
Briana Richmond Associate Rutan & Tucker Voting
Andrea Ruth Bird Esq. -- Voting
Peter Seitz President, Soldier, Veteran & Family Programs Greater Los Angeles Chapter - Association of the US Army / Ret. Col. Voting
Sean Twomey Esq -- Voting
Jack Williams Associate Jones Day Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 1
Asian American/Pacific Islander: 0
Caucasian: 18
Hispanic/Latino: 4
Native American/American Indian: 1
Other: 1
Other (if specified): Middle Eastern
Gender Female: 6
Male: 13
Not Specified 0

Board Information

Board Term Lengths 2
Board Term Limits 0
Board Meeting Attendance % 80%
Written Board Selection Criteria Under Development
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 100%
Board Orientation Yes

CEO Comments

Challenges include funding, staffing, meeting client demand, and that VLI is a newer organization. VLI has taken several active measures to gain funding including applying for multiple grants, soliciting individual donations, setting up a Paypal and AmazonSmile account, and planning multiple fundraising events. VLI will continue to hire additional personnel to meet the heavy client demand for legal services.  VLI is also leveraging its pro bono attorney network and will continue to do so throughout 2019 to meet client demand. VLI is in process of training attorneys in military law and will continue to have trainings so that these civilian attorneys will volunteer on veteran cases.  Since VLI is a newer organization, it is more difficult to obtain funding and credibility. VLI suspects that this challenge will be significantly less in 2018 due to its license with the VA, experienced attorneys, many positive client outcomes, and recent Guidestar Platinum seal and The Patriots Initiative Accreditation. Further, VLI has expanded funding to include Prop 63 dollars through CalVet, the California State Bar, and funding for legal fellow positions through UCI School of Law/the Nicholas Endowment, and the Stanley Eskstrom foundation. 
 

Foundation Comments

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Standing Committees

  • By-laws
  • Executive
  • Finance

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Fiscal Year Jan 01, 2019 to Dec 31, 2019
Projected Revenue $635,000.00
Projected Expenses $575,000.00
Form 990s

2017 VLI 990

2016 VLI 990

2015 990

2014 990-N

2013 990 explanation

2012 990 explanation

Audit Documents

2017 VLI 2017- Final Audit Report

2016 Veterans Legal Institute 2016 Audited Financial Statement

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2017 2016 2015
Total Revenue $578,642 $476,817 $156,576
Total Expenses $574,883 $235,864 $138,457

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2017 2016 2015
Foundation and
Corporation Contributions
$434,450 $385,799 $102,661
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified -- -- --
Individual Contributions -- -- --
Indirect Public Support -- -- --
Earned Revenue -- -- --
Investment Income, Net of Losses -- -- --
Membership Dues -- -- --
Special Events -- $90,722 $53,915
Revenue In-Kind $144,192 -- --
Other -- $296 --

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2017 2016 2015
Program Expense $521,205 $230,414 $111,237
Administration Expense $52,610 $5,450 $27,220
Fundraising Expense $1,068 -- --
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 1.01 2.02 1.13
Program Expense/Total Expenses 91% 98% 80%
Fundraising Expense/Contributed Revenue 0% 0% 0%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2017 2016 2015
Total Assets $275,417 $266,658 $25,705
Current Assets $272,717 $260,187 $25,705
Long-Term Liabilities -- -- $1,490
Current Liabilities $5,000 -- --
Total Net Assets $270,417 $266,658 $24,215

Short Term Solvency

Fiscal Year 2017 2016 2015
Current Ratio: Current Assets/Current Liabilities 54.54 inf inf

Long Term Solvency

Fiscal Year 2017 2016 2015
Long-term Liabilities/Total Assets 0% 0% 6%
Endowment Value $0.00
Spending Policy --
Percentage(If selected) 0%
Are you currently in a Capital Campaign? Anticipated In 3 Years
Capital Campaign Purpose --
Campaign Goal $200,000.00
Capital Campaign Dates Jan 2016 - Dec 2016
Capital Campaign Raised-to-Date Amount $0.00
Capital Campaign Anticipated in Next 5 Years? Yes

CEO Comments

Veterans Legal Institute was established in 2014 and will file its 990 on or before March 2015. In subsequent years, Veterans Legal Institute continues to file 990s on or before required IRS filing deadline of May 15.

Veterans Legal Institute has just entered it’s third operating year and is building funds for its first audit. Our strategic plan for 2017 includes audit funding through 1) an in-kind accounting donation, 2) CPA reviewed letter of financials, or  3) through setting aside event fundraising dollars. We are continuing to build depth in this area with board member recruitment and outreach. As of July 2016, VLI has hired a CPA whose services include audit and monthly accounting support to continue best practices in documenting income and functional expenses. 

Capital campaign will continue past 2016 as Veterans Legal Institute continues to prioritize fundraising for program services and related supporting needs to ensure every vulnerable hero and their family receives life affirming free legal care.

Foundation Comments

Summary financial data is per the Form 990s and consultation with the organization. Foundation/corporate and individual contributions are combined under Foundation and Corporation Contributions.

Documents