” 2021_CCWRO_ 3504-IOLTA SC-2021-Coalition of California Welfare Rights Organizations-20 Grant Year: 2021 Due Date: June 15, 2020 at 5:00pm PST Email:
[email protected] Contact Phone: 916-712-0071 Funding Opportunity: IOLTA SC Project Title: 3504-IOLTA SC-2021-Coalition of California Welfare Rights Organizations-20 Program Name: Coalition of California Welfare Rights Organizations Applicant Title: Executive Director Address: 1111 Howe Avenue Suite 635 City: Sacramento Prepared by: Kevin Aslanian Update Organization Profile Confirm the organization’s record is up to date. To access the Organization Profile, click on the Review Organization Profile button to open it in a new page. Review the Organization Profile, including the Main, Organization Details, and Documents tabs; make any necessary updates, and click Save. Confirm that the designated Primary and Secondary Contacts are correct. For reference, identified responsible staff are listed below. The Executive Contact should be the Executive Director (or Clinic Director for law schools) and should have the authority to sign grant agreements with the State Bar. Executive Contact and Primary Contact are used interchangeably. Secondary Contacts for an organization will receive the same email communications as the Executive\/Primary Contact. For contact updates in the Organization Profile, contact the organization’s SmartSimple User Administrator, identified under roles in the contact tab. Refer to the SmartSimple Managing Contacts user guide posted on the homepage under the Key Documents & Authorities section for more information on how to update contact information. Executive Contact: Kevin Aslanian Secondary Contact(s): Grace Galligher,Kevin Aslanian, I verify the information in the Organization Profile is accurate and up to date. 06\/15\/2020 Page 1 of 26 I. Eligibility Criteria 3. Deemed of Special Need Within Last Two Years Has the organization been deemed of special need by a majority of the qualified legal services projects in the two years prior to 2021? N\/A (If the year last deemed does not fall within 2019 or 2020, mark \”No\”) II. Description of Organization I verify that I have read, and am familiar with, the eligibility guidelines for IOLTA funding for Support Centers. 1. New or Currently Funded Applicant Current State Bar Grantee and Renewal Funding as a Support Center 2. Qualified Support Center Prior to December 31, 1980 Did the organization, as an incorporated nonprofit legal services support center, which had as its primary purpose the provision of legal training, legal technical assistance, or advocacy support, actually provide a significant level of such services to Qualified Legal Service Projects (QLSPs) without charge, through an office in California on a statewide basis prior to December 31, 1980? Organizations that were not in operation prior to December 31, 1980 must be deemed of special need every third year. OA&I will poll QLSPs to determine whether they presently deem such applicants to be of special need. More than one-half of those polled must respond affirmatively for an applicant to be eligible for funding as a Support Center (B&P 6215(b)(2); Rule 3.680(C); Eligibility Guideline 2.9.1). Yes 06\/15\/2020 Page 2 of 26 Provide a comprehensive but concise description of the entire organization’s work in the previous calendar year. Currently funded organizations should not limit responses to activities funded by the State Bar. Click \”Save & Finish Later\” after adding counties. 1. Organization’s Mission and Vision Coalition of California Welfare Rights Organizations, Inc. (CCWRO) is a nonprofit organization providing legal assistance and support services to IOLTA Qualified Legal Services Programs (QLSPs) which serve eligible clients in the area of public benefits to make this a better place to live. 2. Core Programs Describe the organization’s core programs as reflected in promotional materials (include a summary of all work, not just activities funded by State Bar monies). The core activities of CCWRO are providing support services to qualified legal services programs throughout the State of California in the form of administrative advocacy, legislative advocacy and litigation. CCWRO sponsored 13 bills, of which seven (7) were enacted into law. CCWRO also attended 40 legislative hearings. CCWRO also participated or lead 68 meetings with the Department of Social Services and other state or county human services agencies. CCWRO also worked on three (3) impact cases and three (3) administrative writs. 3. Service Priorities What are the organization’s service priorities? 06\/15\/2020 Page 3 of 26 CCWRO’s service priority for 2020 adopted by the CCWRO Board of Directors are: (1) advocacy services (including litigation and legislation), (2) training and technical assistance, and (3) information services. The programs that CCWRO will cover during 2020 include CalWORKs, CalFresh (Food Stamps) CalWORKs Employment Services, Medi-Cal, In-Home Supportive Services, General Assistance and CAPI. That said, our greatest expertise remains in the areas of CalWORKs and CalFresh. Most requests for supportive services from QLSPs fall within these areas with a few other specialty areas which are part of the priorities adopted by the CCWRO Board of Directors. CCWRO provides case by case service and litigation support to interested QLSPs and\/or welfare beneficiaries. CCWRO prioritizes its EAF Advocates Meeting Project and Litigation Project at the very top of its services to QLSPs. The EAF Meetings Project affords CCWRO and the QLSPs the opportunity to affect statewide changes that even significant litigation frequently cannot achieve. Through this project, CCWRO is able to help safeguard the interests of all public benefits recipients. Similarly, CCWRO’s EAF Legislation Project serves the same purpose. 4. Substantive Expertise What is the organization’s area(s) of substantive expertise? 06\/15\/2020 Page 4 of 26 For over thirty years, CCWRO has focused primarily on California’s welfare benefits programs including CalWORKs (cash- aid), CalFresh (food stamps), Medi-Cal, In-Home Supportive Services (IHSS), and General Assistance (a.k.a General Relief). For example, CCWRO has litigated or assisted Qualified Legal Service Programs (QLSPs) in litigating issues regarding language access for CalWORKs and CalFresh to ensure that all eligible populations are reasonably able to apply. More recently, CCWRO has worked with a number of QLSPs to fix the myriad of problems inherent in one of California’s Automated Welfare Systems (LRS) to ensure that improper terminations are ended and that benefits are delivered in a timely fashion and to assist Los Angeles based QLSPs to improve the services of the Los Angeles Department of Public Social Services (LADPSS) Call Service Center (CSC) by securing information needed to point out of the weaknesses of CSC that has resulted in LADPSS hiring a consultant to review and make recommendations to improve the CSC with the input of QLSP advocates. In addition to CCWRO’s expertise in welfare programs, CCWRO frequently takes cases dealing with Unemployment Insurance Benefits (UIB), Refugee Cash Assistance (RCA), Cash Assistance Program for Immigrants (CAPI), and Child Care Services. All told, CCWRO has over 60 years of program knowledge and experience that it brings to every case on which it works. In addition, CCWRO has a major presence at the California State Legislature representing beneficiaries of California public assistance program in the legislative and budget process. CCWRO sponsored bill in 2019 AB 341, 426, 494,, 534, 807, 942, 944, 960,987, 1403, SB 265,285, 365, 374 abd 735. CCWRO is sponsoring the following bills in 2020 – AB 2029, 2276, 2277, 2278, 2279, 2415, 2567, 3134, 3142, SB33,1065, 1082 and 1232 5. Legal Support Services Select all types of legal support services the organization provides (See Guideline 2.2.1., 2.3). Legal Technical Assistance, Advocacy Support, Legal Information Services 5.A. Describe Other 6. Non-Legal Support Services 06\/15\/2020 Page 5 of 26 In the last calendar year, did the organization provide services that did not constitute legal support to qualified legal services projects or attorneys in private practice providing legal services without charge to indigent persons? No 7. Statewide Services Select all regions in which your organization provides support services. Reference the map for a list of counties assigned to each region (link). (Revision to Eligibility Guideline 2.2.3) Bay Area, Central Coast, Central Valley, Eastern California, Northern California, Sacramento, Southwestern California 8. Support Services to QLSPs Describe how the organization ensures services are available to qualified legal services projects statewide. 06\/15\/2020 Page 6 of 26 https:\/\/calbar.smartsimple.com\/files\/704520\/298092\/05_2_Revision_Support_Center_Statewide_Requirement_-_MAP.pdf III. Staffing and Volunteers a) CCWRO provides assistance to Qualified Legal Service Providers (QLSPs) throughout California. This broad category includes responding to requests by QLSPs for consultation, commenting and advising on QLSPs cases, assisting with litigation and\/or litigation preparation, organizing statewide teleconference meetings with QLSPs and Qualified Support Centers (QSCs), creation of an e-mail newsletter, regarding major issues\/news in the public benefits arena, which is distributed statewide to IOLTA recipients. CCWRO also maintains a webpage that contains vital information for QLSP practitioners in serving their clients. The webpage includes, but is not limited to, current phone numbers and email addresses of employees of the State Department of Social Services, public benefits laws and regulations, public assistance tables and legislative updates. b) When cases are referred to CCWRO from a QLSP, CCWRO follows up with the IOLTA funded program to identify which options are the most realistic and pragmatic for the IOLTA funded program. If the best option is litigation, the case is referred to CCWRO’s litigation committee for review. Because of the uncertainties of litigation, and the ever-changing face of public benefits laws, CCWRO’s workload activities may be adjusted to meet new demands for service. c) Upon request by a QLSP, CCWRO provides legal training regarding public benefits issues. d) CCWRO regularly distributes information regarding changes in the Public Assistance Tables, CalFresh, CalWORKs, Medi-Cal, SSI\/CAPI, and Child Care programs. These reference materials are used statewide by the QLSPs. e) CCWRO, at the request of or in concert with QLSPs, CCWRO provides advocacy for public benefits programs before the State Legislature and State administrative agencies. f) CCWRO staff has to be up to date on all public benefits policy guidance issued by CDSS, DHCS and CDE to be prepared to provide support services to the field program staff that do not always have the time to read the myriad of policy guidance issuances each year. g) CCWRO hosts a semi-monthly First Thursday calls that reviews new state policy issuances, legislation, budget actions and state administrative advocacy to obtain participation and input from field program staff. 06\/15\/2020 Page 7 of 26 Staffing as of December 31 Personnel Category Full-Time Staff Number of People (Part Time) Full-Time Equivalent (Part Time) Total Staffing FTEs Number of People (Temp Staff) Total Hours (Temp Staff) Number of people (Volunteer) Donated Hours (Volunteer) Attorneys 2 0 0.00 2.00 0 0 0 0 Paralegals 1 0 0.00 1.00 0 0 0 0 Law Students 0 0 0.00 0.00 0 0 0 0 Professiona l Services 0 0 0.00 0.00 0 0 0 0 Clerical\/Ad min 0 1 0.50 0.50 0 0 0 0 Other Personnel 0 1 0.25 0.25 0 0 0 0 TOTAL 3 2 0.75 3.75 0 0 0 0 1.A. Professional Services and Other Personnel For each position included under Professional Services and Other Personnel, state the title and full-time equivalent of the position(s). (1) Executive Director – full time (1) Directing attorney – full time (1) Senior Attorney – full time (1) Accounts Clerk – 0.50 FTE (1) Research Assistant 0.25 FTE 2. Use of Non-Legal Professionals Describe how the organization utilizes non-legal professionals in its service delivery model. N\/A 3. How many hours per week does the organization consider a full-time schedule? Do not include non-numeric characters, this includes commas, periods, etc. 06\/15\/2020 Page 8 of 26 IV. Annual Assistance Summary 40.00 4. Staffing and\/or Organizational Changes Describe any significant changes in staffing levels or structure in the previous calendar year, and its impact on programmatic activities. Identify any significant vacancies and explain whether the organization is actively recruiting for the position, or is holding the position for budgetary or other reasons. During 2020, CCWRO hired an attorney funded with EAF Homeless Assistance and a part-time office manager. Enter the organization’s information based on assistance provided in 2019. Training Events Role Subject Date Location Number ofAttendees Number of QLSP Attendees Number of Different QLSPs served Presenter Public Benefits 05\/23\/2019 On-Line 15 15 8 Presenter Public Benefits 02\/28\/2020 On-Line 17 14 10 Presenter Public Benefits 09\/05\/2019 On-Line 13 7 7 Presenter Public Benefits 12\/12\/2020 On-Line 11 8 7 Presenter Statewide GA\/GR Conference 10\/23\/2018 Oakland, CA 54 50 18 Presenter 2019 CDSS State Hearing Training Conference 08\/06\/2020 Pacific Grove,CA – ASILOMAR 39 32 12 Presenter Bay Area Public Benefits Task Force 05\/17\/2019 Fremont, CA 19 14 4 168 140 66 06\/15\/2020 Page 9 of 26 Consultations and Technical Assistance Total Number of Individual Requests for Service Number of Different QLSPs Served Brief Services\/Consultation 70 17 Extensive\/In-Depth Assistance 28 12 Research 21 13 2.A. Describe any extended technical assistance that is not categorized as brief services or co-counsel 1. During 2019 legislative session, in concert with the Child Care Law Center, LSNC and other QLSPs SB 80 adopted language that would require that the county have verification that a Welfare-to-Work participant has actually secured child care before a sanction for alleged non-participation is imposed. Every month over 50,000 families are enduring a WtW sanction that results in a reduction of CalWORKs by an average of $125 a month. Often, according to several RAND reports, these sanctions are due to lack of supportive services, such as child care. CCWRO, after hearing concerns from various QLSPs during our First Thursday calls, has been writing and advocating that before the county requires a CalWORKs parent to participate in a WtW activity, the county should verify that the family has child care. SB 80, a Human Services trailer bill, enacted the following language: Welfare & Institutions Code 11323.3. (a) An applicant for, or a recipient of, CalWORKs benefits shall be informed of the availability of childcare services upon enrollment in the CalWORKs program, and at later times when a participant expresses to the county a need for childcare. The county shall verify if childcare is needed to participate in a program activity, as defined in sub-division (c) of Section 11323.2, and, if need- ed, that childcare services are authorized and that the participant has secured appropriate childcare prior to requiring a participant to participate in any mandatory activity. Verification that childcare has been secured may be established by the participant, the child-care contractor, or the childcare provider.\” 2. CCWRO has been working with Los Angeles based advocates meeting with the Los Angeles Welfare Office as Los Angeles County has 30% of the cases. CCWRO has been attending the advocate meetings with the local county welfare department officials to pave the way for a better relationship between Los Angeles Department of Public Social Services and the local advocates.During 2019 that relationship has improved. One of the achievements was to get LADPSS to agree to have the local advocates review department draft policies before they are enacted just like the State Department of Social Services does. This effort was done in concert with LAFLA and NLS. 3. During our first Thursday calls attorneys from QLSPs expressed concerns that impoverished aged, blind and disabled beneficiaries of in-home-supportive services (IHSS) were required to submit a form SOC 873 06\/15\/2020 Page 10 of 26 to be completed by a doctor. The doctor was charging for the completion of the SOC 873 up to $100. CCWRO sponsored AB 426 by Assemblyman Mainenschein that prohibited doctors from charging IHSS applicants for the completion of state government required forms if they were receiving Medi-Cal benefits. The bill was signed by the Governor. It is not law and it is Chapter 424, Statutes of 2019. 4. During our first Thursday calls attorneys from QLSPs expressed concerns that CalFresh beneficiaries were facing barriers to accessing CalFresh benefits due to the inconsistent way shelter costs were being verified by counties. CCWRO, in concert with Western Center on Law & Poverty, co-sponsored AB 494 by Assembly Member Berman that would require the Single State Agency – CDSS- to develop a policy that would reduce the barriers created by the shelter verification requirements. AB 494 was enacted into law and it is Chapter 90, Statutes of 2019. 5. A number of QLSPs complained that their clients were upset that their children were being shamed because they were poor and could not pay for the reduced school meals. CCWRO, in concert with Western Center on Law & Poverty, co-sponsored SB 265 that would \”ensure that a pupil whose parent or guardian has unpaid school meal fees is not shamed, treated differently, or served a meal that differs from what a pupil whose parent or guardian does not have unpaid school meal fees would receive under that local educational agency’s policy\”. SB 265 was signed into law and is now Chapter 785, statutes of 2019. 6. During our first Thursday calls attorneys from QLSPs expressed concerns that when a welfare worker opens the case screens, the worker is not immediately aware that the beneficiary needs accommodations consistent with the American Disabilities Act (ADA). SB 735 required that for all public benefit programs when the worker opens the screen, the first page of the screen would alert the worker that the beneficiary needs ADA accommodations. SB 735 was signed by the Governor and it is Chapter 155, Statutes of 2019. 7. During our visits to Los Angeles meeting with local QLSP legal staff CCWRO was asked to help secure IHSS county reports regarding the Los Angeles Department of Public Social Services (LADPSS) IHSS call center. CCWRO attorneys worked on a letter that was mailed to LADPSS, and started to secure copies of monthly IHSS Call Center reports to access how the data compares to the complaints they have been receiving from their clients. 8. During our visits to Los Angeles meeting with local QLSP legal staff CCWRO was asked to help secure copies of staff rosters of the LADPSS various offices. CCWRO attorneys worked on a letter that was mailed to LADPSS and started to secure copies of rosters each month. Once CCWRO received the response, the documents were emailed to all of the Los Angeles based QLSP legal aid staff. 9. During our Thursday calls QLSPs raised concerns that CalWORKs parents furthering their education were being sanctioned for going to college without the permission of the county welfare department. CCWRO, working with LAfLA, NLS, LSNC and others co-sponsored SB 374 which would deem any parent going to 06\/15\/2020 Page 11 of 26 school full-time, and making satisfactory progress therein as defined by the educational institution, to be meeting the county work requirements and should not be sanctioned. Sanctioning a household reduces the average family benefit, which is below 50% of the federal poverty level, by $125 a month. 10. For the March 2019 meeting of Los Angeles based QLSP legal aid staff meeting CCWRO did a statistical analysis to discuss the WtW sanction issues. December 2018 Numbers WtW 25 and CW 237 WTW sanctions Number of individuals actually participating in a WtW activity Los Angeles 12,190 14,917 + One-Year Sanctions 7,144 59% The numbers showed that 59% of the sanctions are over one year. CCWRO, in concert with LAFLA and NLS developed a proposal for LADPSS to reduce the sanctions. CCWRO participated in a 2 preparatory conference calls and one conference call with LADPSS. 11. Los Angeles based advocates and other advocates raised concerns about welfare fraud enforcement against beneficiaries of California’s safety net programs without real evidence of criminal intent. Advocates put together a small workgroup composed of advocates from LAFLA, BALA, LSNC, NLS , WCLP and CCWRO. The groups had several teleconference meetings lead by CCWRO and came up with a proposal to change the law to ensure that their clients are not charged with a crime when there was no evidence of criminal intent. 12. LAFLA and NLS asked CCWRO to provide information about CalOAR and its application to Los Angeles County and QLSP clients. CCWRO participated in a teleconference and did a briefing on CalOAR, including providing documents and analysis. Advocacy Support at the Request of a QLSP Number of Impact or Class Action Matters Number of Cases or Matters for Individuals Number of Different QLSPs Served Representation\/Co-Counseling 3 1 4 Administrative or Legislative Advocacy 45 0 15 Other Advocacy Activities 30 0 15 06\/15\/2020 Page 12 of 26 3.A. Impact Litigation & Advocacy Work (ILAW) Report: New Applicants: Report the top 10 advocacy activities and the top 15 impact litigation cases that your organization engaged in during 2019. Top cases should be determined by staff hours regardless of the funding source. If your organization engaged in less than 10 advocacy activities or less than 15 impact litigation cases, report all of them. Impact work is not defined solely by complexity or high level of effort. Use your best judgement. If this report is not applicable because your organization did not work on any impact litigation or advocacy activities in 2019 enter 0 in the fields below. i. Total number of impact litigation cases, include partner\/co-counsel cases (open and closed cases): ii. Total number of advocacy activities: Report all advocacy activities your organization engaged in during the evaluation year, both completed and ongoing. 06\/15\/2020 Page 13 of 26 iii. Summarize Additional Activities: If you engaged in more than 10 advocacy activities or more than 15 impact litigation cases in the previous calendar year, briefly summarize the nature of these additional activities. Impact Case(s) This list will update the next time you save the record. # Case Name Court Name Case Status View \/ Edit Template Form Status Advocacy Activity(ies) This list will update the next time you save the record. # Advocacy Activity Type Activity Status View \/ Edit Template Form Status 3.B. Describe Additional Advocacy Activities Describe any other advocacy activities not included in the ILAW report. In addition to the 10 Advocacy Activities, CCWRO Staff actively participated in an excess of 40 meetings with CDSS to represent QLSPs and their constituencies. These meeting included quarterly State Hearings Division Advocate meetings, CalOAR meetings, WARRA meetings, CalFresh Student Workgroups, CAPI meetings, IHHS meetings, and SHD Stakeholder meetings in addition to monthly CalSAWS meetings and CDSS Civil Rights Bureau and Verification HUB meetings, the last of which occurred three times in 2019. 06\/15\/2020 Page 14 of 26 Task Force Meetings Name of Task Force Number of Meetings Number of Participants Number of DifferentQLSPs Participating Applicant’s Role First Thursday 4 17 10 4 17 10 4.A. Task Force Work and Organizational Priorities If a significant amount of time was invested in task force activities, explain how the task force work fits into the organizational priorities to provide support services. Our First Thursday calls are the forum for public benefit advocates to share their clients’ concerns and provide CCWRO direction for our administrative, judicial and legislative advocacy. Resources to QLSPs Resources Developed Distribution Method Number of Copies Distributed CCWRO Budget Tracker Email 16 CCWRO New Welfare News Email 12 CCWRO Public Assistance Tables Email 4 CCWRO Notice of Avaialble Services Email 16 6. Availability of Services to QLSPs Describe all efforts to publicize the availability of the organization’s services to QLSPs statewide during the previous calendar year. Identify any other efforts made to publicize the availability of services, such as work on group projects (Eligibility Guideline 2.2.2). 1. CCWRO maintains and regularly updates its website to announce recent developments, newsletters and notice of the availability of our services. 2. CCWRO is a state- wide nonprofit organization providing support services to qualified legal service field programs (QLSPs) funded by the Legal Services Trust Fund Commission. CCWRO has been providing support services for the past 35 years. 3. CCWRO provides consultation, information and representation for IOLTA qualified legal services programs regarding public benefit programs such as: CalWORKs, CalFresh, also known as Food Stamps or 06\/15\/2020 Page 15 of 26 SNAP, General Assistance and General Relief, SSI, Welfare to Work and other Public Assistance Programs. 4. CCWRO produced 15 Bill Trackers containing the following information: Current information on the status of pending or recently proposed and enacted state and federal legislation and regulations. Contact formation and links for members and consultants of the Assembly Human Services Committee. Regularly updated Legislative Calendar including significant dates and deadlines for Budgets, Committee Reports and Legislative Sessions. In depth information about California Assembly and Senate bills including the Bill Number and Author, Bill Sponsor, Bill Description and Next Steps ie; ————————————— Bill Number Author: AB 2029 Berman (D) Room # – 6011 Tel. 916- 319-2024 Staff: Elizabeth Schmidt Email:
[email protected] Sponsor: WCLP CCWRO Bill Description: CalWORKs The bill would exempt child support payments paid by a member of the assistance unit to or for an individual living outside of the assistance unit’s home from being included as income for these purposes. Next Steps: Senate Human Services ——————————————- Notification of Services for IOLTA Qualified Legal Services Field Profgramsoffered by CCWRO including: CCWRO provides consultation, information and representation for IOLTA qualified legal services pro-grams regarding public benefit programs such as: CalWORKs, CalFresh, also known as Food Stamps or SNAP, General Assistance and General Relief, SSI, Welfare to Work and other Public Assistance Programs. 06\/15\/2020 Page 16 of 26 CCWRO collects, monitors and disseminates statistical information relating to public assistance pro-grams throughout California to legal services pro-grams statewide. CCWRO provides public benefits training upon re-quest depending on availability of staff. Programs Covered CalWORKs Cash Assistance to Immigrants (CAPI) Child Care Child Support CalFresh, also known as Food Stamps or SNAP General Assistance\/ General Relief In-Home Supportive Services (IHSS) Medi-Cal Refugee Cash Assistance (RCA) Welfare Immigration SSI eligibility issues Welfare-to-Work (WtW) Services CCWRO provides: – Immediate response to questions from legal services programs regarding public benefit programs, laws and regulations. – Collects and disperses statistical information and analysis on the public assistance programs, including statistical information upon request from qualified legal services program. – Provides status information on pending state legislation and regulations. – Legislative Advocacy – Administrative Advocacy – Co-counsel on administrative lawsuits. – Client representation assistance at fair hearings. CCWRO Staff 06\/15\/2020 Page 17 of 26 1111 Howe Avenue, Suite 150 Sacramento, CA 958725-8661 Telephone 916-736-0616 Fax- 916-736-2645 Kevin Aslanian, Executive Director, Legislative Advocate Email:
[email protected] Cell Phone: 916-712-0071 Grace Galligher, Directing Attorney Public Benefits Emil:
[email protected] Erin Simonitch, Staff Attorney Public Benefits Emil:
[email protected] Daphne Macklin, Advocate Public Benefits Email:
[email protected] 6.A. Upload Communications to QLSPs: Upload copies of at least two written communications sent to each QLSP in 2019 describing the services the organization provides. 7. Total QLSPs Served How many individual QLSPs did the organization provide assistance to in the previous calendar year? 18 06\/15\/2020 Page 18 of 26 V. Quality Control Review List of QLSPs Program Branch(If Applicable) Training # of Services Technical Assistance #of Services Advocacy Support # of Services Alliance for Children’s Rights 2 0 0 Bay Area Legal Aid 8 12 4 Bet Tzedek Legal Services 4 4 6 Central California Legal Services 2 3 2 California Rural Legal Assistance, Inc. 5 11 3 Disability Rights California 5 3 2 East Bay Community Law Center 4 6 3 Inland Counties Legal Services 3 4 2 Inner City Law Center 2 0 0 Law Foundation of Silicon Valley 5 3 1 Legal Aid Foundation of Los Angeles 6 5 6 Legal Aid Society of San Diego 4 7 3 Legal Services of Northern California 5 12 6 Neighborhood Legal Services 6 14 8 Public Counsel 2 2 1 Public Law Center 1 0 0 Legal Aid Society of San Mateo County 5 2 2 1. Quality Control Report 06\/15\/2020 Page 19 of 26 1.A. Upload Quality Control Report: Include any quality control reports issued (e.g. DSS, etc.) VI. Sources of Funding Has the organization received a written quality control review from a non-State Bar funding source or entity issued in the previous calendar year? No 2. Legal Support Services Staff Supervision Describe how legal staff are supervised. Identify supervisory personnel and provide information regarding their oversight, quality assurances, and professional ethical responsibilities. Explain how management ensures staff is providing quality legal training, legal technical assistance, and advocacy support. If there is only one staff attorney, or the organization employs only contract attorneys, describe how oversight and quality control are ensured. CCWRO assures adequate supervision of legal work through the Board attorney review committee that takes an active and ongoing role in oversight of all legal advice and information provided by CCWRO. CCWRO Board also performs an assessment of the work performed by the Executive Director and the Directing Attorney by a board member appointed by the Board of Directors which reports directly to the CCWRO Board of Directors. 3. Volunteer Supervision Describe the method(s) by which volunteers (attorneys, paralegals, and law students) are supervised. If the organization does not actively supervise volunteers or review their work product, how does the organization ensure compliance with its quality standards? n\/a 06\/15\/2020 Page 20 of 26 Use the table below to itemize the organization’s sources of funding in the calendar year 2019. Enter the cash amount received for each funding source. Do not include State Bar monies. Under Foundations, list the largest three grants by organization, and then add the remaining amounts together under Other Foundation Funding. Under Government Resources, for each Federal, State, and Cities and Counties, list the largest three grants by agency, and then add the remaining amounts together in the corresponding Other field. Sources of Funding Source Amount Received Individual Contributions Attorneys\/Private Donors\/Individual Gifts $0 Event Sponsorship\/Special Events $0 Other $0 Total $0 Organizations Bar Associations $0 Law Firms $0 Law Schools $0 Other, including subgrants from nonprofits $0 Total $0 Foundations $0 $0 $0 Other Foundation Funding $0 Total $0 Government Resources 06\/15\/2020 Page 21 of 26 Federal $0 $0 $0 Other Federal Funding $0 State $0 $0 $0 Other State Funding $0 Cities and Counties $0 $0 $0 Other City and County Funding $0 Total $0 Residual and Cy Pres Awards State Court $0 Federal Court $0 Total $0 Fees and Reimbursements Attorneys’ Fees $81,000 Registration Fees $0 Publication Sales $0 Cost Reimbursements $0 Contracts and Other Professional Fees $0 Total $81,000 Other Cash Support Rent Revenue $0 $0 $0 $0 $0 06\/15\/2020 Page 22 of 26 VII. Total Corporate Expenditures Total $0 TOTAL OF NON-STATE BAR REVENUE $81,000 1.A. Other Funding Itemize sources included in any \”other\” line items listed in the Sources of Funding worksheet. Organization’s Fiscal Year End: June 30 1. Upload Audited or Reviewed Financial Statement Ended in the Previous Year Upload a final copy of the organization’s audit or financial review for the organization’s fiscal year ending in 2019; qualified expenditures will be calculated based on this document. Organizations with gross corporate expenditures less than $500,000 can provide a financial review in lieu of an audited financial statement (Rule 3.680(E)(1)). It is also the obligation of the applicant to upload a copy of the most recent audit or financial review as soon as available, and no later than May 1, to the Organization Profile under the Documents tab. Note: In response to the unprecedented situation of COVID-19, applicants may submit an application without a final audit or financial review. If requesting an audit extension, upload an explanation (in lieu of the audit or financial review) with an estimate of when the audit or financial review will be finalized. The applicant should complete all sections of the application using reasonable estimates if the audit or financial review is not available. Eligibility cannot be determined or grants issued until the State Bar receives a final audit or financial review. CCWRO_Review_Report_2019.pdf 201.6 KB – 06\/15\/2020 6:19pm Total Files: 1 06\/15\/2020 Page 23 of 26 https:\/\/calbar.smartsimple.com\/files\/spool\/704520\/11609808\/80_1507343_11609808\/CCWRO_Review_Report_2019.pdf?fs=1 Total Corporate Expenditures NON-CASH Expenditures In-kind\/Donated Services $0 Unrealized Losses $0 Other $0 Total Non-Cash Items $0 PASS-THROUGH \/ FISCAL SPONSOR Expenditures Pass-through $0 Total Pass-through $0 PERSONNEL Expenditures Attorneys $95,433 Paralegals $78,566 Other Staff $34,507 Subtotal $208,506 Employee Benefits $42,000 Total Personnel $250,506 NON-PERSONNEL Expenditures Space $16,675 Equipment Rental and Maintenance $3,302 Office Supplies and Small Equipment $13,487 Printing and Postage $0 Telecommunications $6,983 Technology $1,475 Program Travel $8,209 Training $4,915 Library $0 Insurance $5,032 Audit $0 Litigation $0 Depreciation $1,695 Contract Service to Clients $0 Contract Service to Program $8,835 06\/15\/2020 Page 24 of 26 Other $0 Total Non-Personnel $70,608 TOTAL EXPENDITURES (Personnel + Non-Personnel +Non-Cash+Pass-through) $321,114 TOTAL QUALIFIED CORPORATE EXPENDITURES (Personnel + Non-Personnel) $321,114 Please itemize all expenses included under Depreciation. Please itemize all expenses included under Contract Service to Program. 3. Explain Any Variance If your organization’s reported corporate expenditures do not align with your organization’s uploaded audit, please explain the variance. VIII. Qualified Expenditures Qualified Expenditures 10. PERCENT OF QUALIFIED EXPENDITURES FOR FREE LEGAL TRAINING, LEGAL TECHNICAL ASSISTANCE, AND ADVOCACY SUPPORT 10.A. Less than 75% Explanation If the percentage of expenditures for free legal training, legal technical assistance, and advocacy support calculated above is less than 75 percent, explain how the organization meets the primary purpose requirement for funding (B&P sec 6213(b)). 11. Upload Any Additional Expenditure Documents 06\/15\/2020 Page 25 of 26 IX. Certifications & Assurances Include any additional documents regarding the information entered in this form. Upload Signed Certifications & Assurances Document: 2020_IOLTA_Certifications_and_Assurances_-_FIINAL.pdf 9.6 MB – 06\/15\/2020 7:09pm 2020_IOLTA_Final_Cert____Assurances.pdf 128.2 KB – 06\/15\/2020 7:21pm Total Files: 2 Supporting Documents (Optional) When naming optional supporting documents, please include the Organization’s acronym (or short name) and a 1-5 word description of the file. 2020_IOLTA_Final_Cert____Assurances.pdf 128.2 KB – 06\/15\/2020 7:21pm Total Files: 1 06\/15\/2020 Page 26 of 26 https:\/\/calbar.smartsimple.com\/files\/spool\/704520\/11609808\/80_1496743_11609808\/2020_IOLTA_Certifications_and_Assurances_-_FIINAL.pdf?fs=1 https:\/\/calbar.smartsimple.com\/files\/spool\/704520\/11609808\/80_1496743_11609808\/2020_IOLTA_Final_Cert____Assurances.pdf?fs=1 https:\/\/calbar.smartsimple.com\/files\/spool\/704520\/11609808\/80_1517765_11609808\/2020_IOLTA_Final_Cert____Assurances.pdf?fs=1 IX. CERTIFICATIONS AND ASSURANCES CERTIFICATIONS The applicant hereby certifies the following: It is a corporation or part of a corporation. It is a nonprofit organization. Support Centers It provides legal training, legal technical assistance, or advocacy support without charge as its primary purpose and function. It currently provides, through an office in California on a statewide basis, a significant level of legal training, legal technical assistance, or advocacy support to legal services projects that qualify for State Bar allocations. It provides services without charge to, or on behalf of, qualified legal services projects. It receives annually a financial statement that has been reviewed by an independent certified public accountant. If gross expenditures exceed $500,000, the financial statement must be audited. It has updated the information pertaining to itself in the statewide legal services directory (LAACDirectory.org), LawHelpCA.org, and CaliforniaProBono.org, if applicable, in the previous calendar year. ASSURANCES The applicant assures compliance with the following: The applicant will use any funds allocated by the State Bar only for the purposes set forth in Business and Professions Code 6210-6228, and the corresponding State Bar rules and any amendments thereto. The applicant will expend all funds allocated from the State Bar in support of qualified legal services projects. The applicant agrees to restrict its use of funds allocated from State Bar to matters directly related to the needs of indigent Californians. The applicant assures the services to be funded by the State Bar will be in addition to those already funded by other sources. The applicant will use any attorneys’ fees received in cases funded through the State Bar to provide legal training, legal technical assistance, or advocacy support without charge to qualified legal service projects statewide in California. The applicant’s board of directors will establish the organization’s priorities for the provision of legal services by passage of a resolution. The resolution must be made pursuant to consultation with legal services attorneys, members of the private bar, and eligible clients. The applicant will: o At all times honor the attorney-client privilege and uphold the integrity of the adversary process; o Not impose restrictions unrelated to statutes and rules of professional conduct on attorneys who provide representation to indigent clients with funds provided in whole or in part from the State Bar; and o Not discriminate based on race, color, national origin, religion, gender, disability, age, marital or domestic partnership status, medical condition, or sexual orientation. The applicant will comply with quality control review procedures adopted by the State Bar. The applicant will comply with fiscal management and control procedures adopted by the State Bar. The applicant will permit reasonable site visits and present information reasonably necessary to determine compliance with the laws and rules governing the State Bar. If the applicant is part of a corporation and some or all of the applicant’s income is derived from general unrestricted funds of the corporation, enclosed is an assurance from the corporation’s chief executive officer stating the corporation’s contribution to the applicant will not be reduced from the previous fiscal year. The Commission may grant an exception to this requirement because of impracticality, as where the corporation suffers a diminishment of its unrestricted funds and is therefore required to reduce its funding to all of its programs. Under penalty of perjury, we, the undersigned, state that the information provided in response to the above statements is true and correct to the best of our knowledge. Coalition of California Welfare Rights Organizations Organization Name* Kevin Aslanian 6-14-20 Date* Cynthia Anderson-Barker, President Board Representative Printed Name and Title* 6-14-20 Date* * = required field COALITION OF CALIFORNIA WELFARE RIGHTS ORGANIZATIONS, INC. (A NON-PROFIT CORPORATION) FINANCIAL STATEMENTS WITH INDEPENDENT ACCOUNTANT’S REVIEW REPORT FOR THE YEAR ENDED JUNE 30, 2019 JAMES MARTA & COMPANY LLP 701 HOWE AVENUE, E3 SACRAMENTO, CA (916) 993-9494 (916) 993-9489 FAX WWW.JPMCPA.COM COALITION OF CALIFORNIA WELFARE RIGHTS ORGANIZATIONS, INC. (A NON-PROFIT CORPORATION) JUNE 30, 2019 TABLE OF CONTENTS PAGE INDEPENDENT ACCOUNTANT’S REVIEW REPORT 1 FINANCIAL STATEMENTS Statement of Financial Position 3 Statement of Activities 4 Statement of Functional Expenses 5 Statement of Cash Flows 6 Notes to the Financial Statements 7 James Marta & Company LLP Certified Public Accountants Accounting, Auditing, Consulting and Tax 701 Howe Avenue, Suite E3, Sacramento, CA 95825 (916) 993-9494 fax (916) 993-9489 e-mail:
[email protected] www.jpmcpa.com 1 INDEPENDENT ACCOUNTANT’S REVIEW REPORT Board of Directors Coalition of California Welfare Rights Organizations, Inc. Sacramento, California We have reviewed the accompanying financial statements of Coalition of California Welfare Rights Organizations, Inc. (a not-for-profit organization), which comprise the statement of financial position as of June 30, 2019, and the related statements of activities, functional expenses and cash flows for the year then ended, and the related notes to the financial statements. A review includes primarily applying analytical procedures to management’s financial data and making inquiries of organization management. A review is substantially less in scope than an audit, the objective of which is the expression of an opinion regarding the financial statements as a whole. Accordingly, we do not express such an opinion. Management’s Responsibility for the Financial Statements Management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America; this includes the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error. Accountant’s Responsibility Our responsibility is to conduct the review engagement in accordance with Statements on Standards for Accounting and Review Services promulgated by the Accounting and Review Services Committee of the American Institute of Certified Public Accountants. Those standards require us to perform procedures to obtain limited assurance as a basis for reporting whether we are aware of any material modifications that should be made to the financial statements for them to be in accordance with accounting principles generally accepted in the United States of America. We believe that the results of our procedures provide a reasonable basis for our conclusion. Accountant’s Conclusion Based on our review, we are not aware of any material modifications that should be made to the accompanying financial statements in order for them to be in accordance with accounting principles generally accepted in the United States of America. 701 Howe Avenue, Suite E3, Sacramento, CA 95825 (916) 993-9494 fax (916) 993-9489 e-mail:
[email protected] www.jpmcpa.com 2 James Marta & Company LLP Certified Public Accountants Sacramento, California January 7, 2020 FINANCIAL STATEMENTS COALITION OF CALIFORNIA WELFARE RIGHTS ORGANIZATIONS, INC. (A NON-PROFIT CORPORATION) STATEMENT OF FINANCIAL POSITION JUNE 30, 2019 The accompanying notes are an integral part of these financial statements. 3 ASSETS CURRENT ASSETS: Cash and equivalents 20,202$ Deposits 1,759 Receivables – Total current assets 21,961 NONCURRENT ASSETS: Property and equipment, net 4,574 TOTAL ASSETS 26,535$ LIABILITIES AND NET ASSETS CURRENT LIABILITIES: Accounts payable 1,458$ Accrued expenses 7,570 TOTAL LIABILITIES 9,028 NET ASSETS: With donor restrictions – Without donor restrictions 17,507 TOTAL NET ASSETS 17,507 TOTAL LIABILITIES AND NET ASSETS 26,535$ COALITION OF CALIFORNIA WELFARE RIGHTS ORGANIZATIONS, INC. (A NON-PROFIT CORPORATION) STATEMENT OF ACTIVITIES FOR THE YEAR ENDED JUNE 30, 2019 The accompanying notes are an integral part of these financial statements. 4 NET ASSETS WITHOUT RESTRICTIONS REVENUES: Contributions 7,100$ Attorney fees 36,000 Other income 288 Net assets released from restriction 299,336 Total support and revenue 342,724 EXPENSES Program services 280,550 Management and general 40,564 Total expenses 321,114 Change in net assets without restriction 321,114 NET ASSETS WITH RESTRICTIONS State Bar revenue 299,336$ Net assets released from restriction (299,336) Change in net assets with restriction – CHANGE IN NET ASSETS 21,610 NET ASSETS, Beginning of year (4,103) NET ASSETS, End of year 17,507$ COALITION OF CALIFORNIA WELFARE RIGHTS ORGANIZATIONS, INC. (A NON-PROFIT CORPORATION) STATEMENT OF FUNCTIONAL EXPENSES FOR THE YEAR ENDED JUNE 30, 2019 The accompanying notes are an integral part of these financial statements. 5 Program Management Total Services and General Expenses Salaries & wages 175,445$ 17,250$ 192,695$ Employee benefits 38,240 3,760 42,000 Payroll taxes 14,396 1,415 15,811 Total Personnel costs 228,081 22,425 250,506 Communications 2,793 4,190 6,983 Depreciation – 1,695 1,695 Equipment rental & repair 2,642 660 3,302 Insurance 4,780 252 5,032 Miscellaneous 1,475 – 1,475 Office supplies 12,138 1,349 13,487 Occupancy 13,340 3,335 16,675 Professional fees 3,570 5,265 8,835 Training 3,932 983 4,915 Travel & meals 7,799 410 8,209 52,469 18,139 70,608 Totals 280,550$ 40,564$ 321,114$ COALITION OF CALIFORNIA WELFARE RIGHTS ORGANIZATIONS, INC. (A NON-PROFIT CORPORATION) STATEMENT OF CASH FLOWS FOR THE YEAR ENDED JUNE 30, 2019 The accompanying notes are an integral part of these financial statements. 6 2019 CASH FLOWS FROM OPERATING ACTIVITIES Grants received 299,336$ Contributions received 7,100 Other receipts 36,288 Salaries and benefits paid (252,851) Program service expenses paid (53,444) Management and general expenses paid (16,781) Net cash provided (used) by operating activities 19,648 CASH FLOWS FROM INVESTING ACTIVITIES Purchase of property and equipment (2,495) Net cash provided (used) by investing activities (2,495) NET INCREASE (DECREASE) IN CASH AND EQUIVALENTS 17,153 CASH AND EQUIVALENTS, Beginning of year 3,049 CASH AND EQUIVALENTS, End of year 20,202$ RECONCILIATION OF CHANGE IN NET ASSETS TO NET CASH USED BY OPERATING ACTIVITIES Increase (decrease) in net assets 21,610$ Adjustments to reconcile change in net assets to cash used by operating activities: Depreciation expense 1,695 Increase (decrease) in: Accounts payable (1,312) Accrued expenses (2,345) Net cash provided (used) by operating activities 19,648$ COALITION OF CALIFORNIA WELFARE RIGHTS ORGANIZATIONS, INC. (A NON-PROFIT CORPORATION) NOTES TO THE FINANCIAL STATEMENTS JUNE 30, 2019 7 1. ORGANIZATION AND SIGNIFICANT ACCOUNTING POLICIES Coalition of California Welfare Rights Organizations, Inc. (CCWRO), is a not-for-profit organization with the purpose of protecting and promoting the rights of low-income families. CCWRO accomplishes this by providing consultation, information, training, and representation to qualifying individuals and families on issues relating to public benefit programs. A. Basis of Accounting The accompanying financial statements have been prepared on an accrual basis of accounting in accordance with accounting principles generally accepted in the United States of America whereby revenues are recognized when earned and expenses are recognized when incurred. B. Financial Statement Presentation The financial statements of CCWRO have been prepared in accordance with U.S. generally accepted accounting principles (\”US GAAP\”), which require the Organization to report information regarding its financial position and activities according to the following net asset classifications: Net assets without restrictions: Net assets that are not subject to restrictions by an outside entity and may be expended for any purpose in performing the primary objectives of the Organization. These net assets may be used at the discretion of the CCWRO’s management and the board of directors. Net assets with restrictions: Net assets subject to stipulations imposed by outside funders. Some restrictions are temporary in nature; those restrictions will be met by actions of the Organization or by the passage of time. Other restrictions are perpetual in nature, where by the outside party has stipulated the funds be maintained in perpetuity. Restricted income is reported as increases in net assets with restrictions. When a restriction expires, net assets are reclassified from net assets with restrictions to net assets without restrictions in the statements of activities. CCWRO had no assets with restrictions at June 30, 2019. C. Revenue Recognition CCWRO treats grants received as exchange transactions. Accordingly, revenue is recognized only to the extent of incurred expenses. Grant proceeds received in advance of expenditure are recorded as unearned revenue in the statement of financial position. D. Property and equipment Acquisitions of property and equipment in excess of $500 are capitalized and stated at cost. Donated property and equipment is reported at fair value at the date of the gift. Depreciation is calculated on the straight-line method over the estimated useful lives of the assets. COALITION OF CALIFORNIA WELFARE RIGHTS ORGANIZATIONS, INC. (A NON-PROFIT CORPORATION) NOTES TO THE FINANCIAL STATEMENTS JUNE 30, 2019 8 E. Statement of Cash Flows Cash and cash equivalents used in the statements of cash flows include cash and highly liquid certificates of deposit with a maturity of ninety days or less. Cash balances held in banks are insured by the Federal Depository Insurance Corporation (FDIC) up to $250,000. There were no amounts in excess of FDIC as of June 30. F. Use of Estimates The preparation of financial statements in conformity with generally accepted accounting principles requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities at the date of the financial statements and the reported amounts of revenue and expenses during the reported period. Actual results could differ from those estimates. G. Expense Allocation The costs of providing the program services and supporting services have been summarized on a functional basis in the Statement of Activities and in the Statement of Functional Expenses. Accordingly, certain costs have been allocated among the program services and supporting services based on estimates of employees’ time incurred and usage of resources. H. Income Tax Status CCWRO is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. In addition, CCWRO qualifies for the charitable contribution deduction under Section 170(b)(1)(A) and has been classified as an organization that is not a private foundation under Section 509(a)(2). CCWRO has adopted the recent accounting guidance for recognizing and measuring uncertain tax positions. CCWRO follows the statutory requirements for its income tax accounting and generally avoids risks associated with potentially problematic tax positions that may be challenged upon examination. Management believes any liability resulting from taxing authorities imposing additional income taxes from activities deemed to be unrelated to CCWRO’s tax-exempt status would not have a material effect on the accompanying financial statements. COALITION OF CALIFORNIA WELFARE RIGHTS ORGANIZATIONS, INC. (A NON-PROFIT CORPORATION) NOTES TO THE FINANCIAL STATEMENTS JUNE 30, 2019 9 2. LIQUIDITY AND AVAILABILITY OF RESOURCES The following represents CCWRO’s financial assets as of June 30, 2019: 2019 Financial assets at year end: Cash and cash equivalents 20,202$ Total Financial Assets 20,202 Less assets with donor restrictions – 20,202$ Financial assets available to meet general expenditures over the next twelve months from June 30. The Organization’s goal is generally to maintain financial assets to meet 30 days of operating expenses (approximately $26,000). As part of its liquidity plan, the Organization prepares an expense budget that is driven by predetermined grant agreements and maintains close oversight over ongoing operations. 3. PROPERTY AND EQUIPMENT Property and equipment consisted of the following as of June 30, 2019: Balance Balance July 1, 2018 Additions Deletions June 30, 2019 Furniture and fixtures 4,134$ -$ -$ 4,134$ Office equipment 16,368 2,495 – 18,863 Total 20,502 2,495 – 22,997 Less accumulated depreciation (16,728) (1,695) – (18,423) Property and equipment – net 3,774$ 800$ -$ 4,574$ Depreciation expense for the year ended June 30, 2019 was $1,695. COALITION OF CALIFORNIA WELFARE RIGHTS ORGANIZATIONS, INC. (A NON-PROFIT CORPORATION) NOTES TO THE FINANCIAL STATEMENTS JUNE 30, 2019 10 4. COMMITMENTS CCWRO leases office space and equipment under non-cancellable operating leases, which expire in February 2025 and April 2021, respectively. The following is a schedule of future minimum rental payments required under the above operating leases for the years ended June 30: Copier Office Lease Lease Total 2020 1,620$ 35,665$ 37,285$ 2021 1,215 42,748 43,963 2022 – 44,032 44,032 2023 – 45,352 45,352 2024 – 46,712 46,712 2025 – 31,760 31,760 Total future minimum lease payments 2,835$ 246,269$ 249,104$ Rental expense for the year ended June 30, 2019 was $18,512. 5. COMPENSATED ABSENCES Employees of CCWRO are entitled to paid vacation depending on length of service and other factors. The value of the accumulated vacation leave accrued at June 30, 2019 is $7,570. Sick leave does not vest and has not been accrued. 6. CONCENTRATIONS The State Bar of California provided 87% of CCWRO’ s support and revenue recognized for the year ended June 30, 2019. Operation of CCWRO’s programs is largely dependent on the continued support of this funding source. 7. PENSION PLAN Employees of CCWRO may participate in an Internal Revenue Code 403(b) retirement savings plan. The plan is funded solely by employee contributions to the plan, pursuant to a salary reduction agreement. 8. CONTINGENCIES CCWRO is primarily funded by grants and is subject to financial and compliance audits by the grantors or their representatives. The amount, if any, of expenditures which may be disallowed by the granting agencies cannot be determined at this time. COALITION OF CALIFORNIA WELFARE RIGHTS ORGANIZATIONS, INC. (A NON-PROFIT CORPORATION) NOTES TO THE FINANCIAL STATEMENTS JUNE 30, 2019 11 9. DONATED SERVICES CCWRO received donated services from a variety of unpaid volunteers assisting in leadership, committees, fund-raising activities and program services. The value of this donated time is not reflected in the accompanying financial statements since it does not meet the criteria for recognition as a contribution. 10. FAIR VALUE OF FINANCIAL INSTRUMENTS The fair value of substantially all reported assets and liabilities which represent financial instruments (none of which are held for trading purposes) approximate the carrying value of such amounts. 11. SUBSEQUENT EVENTS The management of CCWRO has reviewed the results of operations for the period of time from its year end June 30, 2019 through January 7, 2020, the date the financial statements were available to be issued, and have determined that no adjustments are necessary to the amounts reported in the accompanying financial statements nor have any subsequent events occurred, the nature of which would require disclosure. IX. CERTIFICATIONS AND ASSURANCES CERTIFICATIONS The applicant hereby certifies the following: It is a corporation or part of a corporation. It is a nonprofit organization. Support Centers It provides legal training, legal technical assistance, or advocacy support without charge as its primary purpose and function. It currently provides, through an office in California on a statewide basis, a significant level of legal training, legal technical assistance, or advocacy support to legal services projects that qualify for State Bar allocations. It provides services without charge to, or on behalf of, qualified legal services projects. It receives annually a financial statement that has been reviewed by an independent certified public accountant. If gross expenditures exceed $500,000, the financial statement must be audited. It has updated the information pertaining to itself in the statewide legal services directory (LAACDirectory.org), LawHelpCA.org, and CaliforniaProBono.org, if applicable, in the previous calendar year. ASSURANCES The applicant assures compliance with the following: The applicant will use any funds allocated by the State Bar only for the purposes set forth in Business and Professions Code 6210-6228, and the corresponding State Bar rules and any amendments thereto. The applicant will expend all funds allocated from the State Bar in support of qualified legal services projects. The applicant agrees to restrict its use of funds allocated from State Bar to matters directly related to the needs of indigent Californians. The applicant assures the services to be funded by the State Bar will be in addition to those already funded by other sources. The applicant will use any attorneys’ fees received in cases funded through the State Bar to provide legal training, legal technical assistance, or advocacy support without charge to qualified legal service projects statewide in California. The applicant’s board of directors will establish the organization’s priorities for the provision of legal services by passage of a resolution. The resolution must be made pursuant to consultation with legal services attorneys, members of the private bar, and eligible clients. The applicant will: o At all times honor the attorney-client privilege and uphold the integrity of the adversary process; o Not impose restrictions unrelated to statutes and rules of professional conduct on attorneys who provide representation to indigent clients with funds provided in whole or in part from the State Bar; and o Not discriminate based on race, color, national origin, religion, gender, disability, age, marital or domestic partnership status, medical condition, or sexual orientation. The applicant will comply with quality control review procedures adopted by the State Bar. The applicant will comply with fiscal management and control procedures adopted by the State Bar. The applicant will permit reasonable site visits and present information reasonably necessary to determine compliance with the laws and rules governing the State Bar. If the applicant is part of a corporation and some or all of the applicant’s income is derived from general unrestricted funds of the corporation, enclosed is an assurance from the corporation’s chief executive officer stating the corporation’s contribution to the applicant will not be reduced from the previous fiscal year. The Commission may grant an exception to this requirement because of impracticality, as where the corporation suffers a diminishment of its unrestricted funds and is therefore required to reduce its funding to all of its programs. Under penalty of perjury, we, the undersigned, state that the information provided in response to the above statements is true and correct to the best of our knowledge. Coalition of California Welfare Rights Organizations Organization Name* Kevin Aslanian 6-14-20 Date* Cynthia Anderson-Barker, President Board Representative Printed Name and Title* 6-14-20 Date* * = required field ”
