Veterans Consortium Pro Bono Progr… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

Stephen W Jordon

Phone

2026288164

Tax Period

2023-01-01 to 2023-12-31

Veterans Consortium Pro Bono Program, founded in 2004, is a community nonprofit in the Public & Societal Benefit sector that reported $4.8M in total revenue in fiscal year 2023. Revenue surged 30% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE FREE LEGAL ASSISTANCE TO APPELLANTS BEFORE THE U.S. COURT OF APPEALS FOR VETERANS' CLAIMS AND PROVIDE TRAINING AND MENTORING ON VETERANS LAW TO VOLUNTEER ATTORNEYS WHO PROVIDE THIS REPRESENTATION.

Program Service Accomplishments

Program 1

Expenses: $4,071,011

THE CAVC PRACTICE OPERATES THE FEDERAL PRO BONO PROGRAM FOR VETERANS ON BEHALF OF THE U.S. COURT OF APPEALS FOR VETERANS' CLAIMS (COURT). WE CONDUCT OUTREACH TO ELIGIBLE VETERANS WITH DISABILITY...

THE CAVC PRACTICE OPERATES THE FEDERAL PRO BONO PROGRAM FOR VETERANS ON BEHALF OF THE U.S. COURT OF APPEALS FOR VETERANS' CLAIMS (COURT). WE CONDUCT OUTREACH TO ELIGIBLE VETERANS WITH DISABILITY COMPENSATION CLAIMS DENIED BY THE BOARD OF VETERANS' APPEALS THAT HAVE BEEN APPEALED OR ARE RIPE FOR APPEAL TO THE COURT, DILIGENTLY SCREEN THEIR CASES TO IDENTIFY THOSE WITH ISSUES OF LEGAL MERIT, AND CAREFULLY PLACE THEM WITH OUR CORPS OF VOLUNTEER ATTORNEYS WHO PROVIDE FREE REPRESENTATION BEFORE THE COURT. CONCURRENTLY, WE RECRUIT VOLUNTEER ATTORNEYS AND PROVIDE THEM WITH SPECIALIZED TRAINING IN VETERANS LAW, MENTORS, CASE MATERIALS AND OTHER FOCUSED RESOURCES TO ENABLE AND ENHANCE THEIR SUCCESS. THIS YEAR THE CAVC PRACTICE RECEIVED 649 REQUESTS FOR ASSISTANCE, TRAINED 505 VOLUNTEER ATTORNEYS, SCREEN 519 CASES FOR LEGAL MERIT, PLACED 400 WITH VOLUNTEER ATTORNEYS, AND ASSISTED 739 SELF-REPRESENTED APPELLANTS THROUGH THE LIMITED LEGAL ASSISTANCE AND INFORMATION HELPLINE. THE CAVC PRACTICE ALSO MANAGES THE COURT'S RULE 33 PILOT PROGRAM WHICH IS A PILOT PROGRAM DESIGNED TO PROVIDE SELF-REPRESENTED APPELLANTS A SECOND OPPORTUNITY TO OBTAIN A PRO BONO COUNSEL AND RECEIVE FREE LIMITED REPRESENTATION FROM VOLUNTEER ATTORNEYS AT A PRE-BRIEFING CONFERENCE. THIS YEAR, THE CAVC PRACTICE PLACED 89 SELF-REPRESENTED APPELLANTS WHO OPTED INTO THE RULE 33 PILOT PROGRAM WITH VOLUNTEER ATTORNEYS.

Program 2

Expenses: $414,924 Revenue: $373,109

THE DISCHARGE UPGRADE PROGRAM PROVIDES FREE LEGAL REPRESENTATION NATIONWIDE TO VETERANS WITH OTHER THAN HONORABLE (OTH) DISCHARGES DUE TO CONDUCT RELATED TO POST TRAUMATIC STRESS DISORDER (PTSD)...

THE DISCHARGE UPGRADE PROGRAM PROVIDES FREE LEGAL REPRESENTATION NATIONWIDE TO VETERANS WITH OTHER THAN HONORABLE (OTH) DISCHARGES DUE TO CONDUCT RELATED TO POST TRAUMATIC STRESS DISORDER (PTSD), MILITARY SEXUAL TRAUMA (MST), TRAUMATIC BRAIN INJURY (TBI), DON'T ASK, DON'T TELL, AND ANTI-LGBTQIA+ POLICIES. WE CONDUCT OUTREACH TO ELIGIBLE VETERANS WITH OTHS, DILIGENTLY SCREEN THEIR CASES TO IDENTIFY THOSE WITH ISSUES OF MERIT, AND CAREFULLY PLACE THEM WITH OUR CORPS OF VOLUNTEER ATTORNEYS WHO PROVIDE FREE REPRESENTATION BEFORE THE DEPARTMENT OF DEFENSE BOARDS. CONCURRENTLY, WE RECRUIT VOLUNTEER ATTORNEYS AND PROVIDE THEM WITH SPECIALIZED TRAINING IN DISCHARGE UPGRADES, MENTORS, CASE MATERIALS AND OTHER FOCUSED RESOURCES TO ENABLE AND ENHANCE THEIR SUCCESS. THIS YEAR THE DU PROGRAM RECEIVED 2691 REQUESTS FOR ASSISTANCE, TRAINED 832 ATTORNEYS, SCREENED 293 CASES FOR MERIT, AND PLACED 61 CASES WITH VOLUNTEER ATTORNEYS.

Program 3

Expenses: $588,782

IN ADDITION TO SCREENING CASES FOR LEGAL MERIT AND MENTORING VOLUNTEER ATTORNEYS, THE CAVC AND DU LEGAL TEAMS ALSO PROVIDED DIRECT REPRESENTATION IN A LIMITED NUMBER OF CASES. THIS YEAR THE CVAC...

IN ADDITION TO SCREENING CASES FOR LEGAL MERIT AND MENTORING VOLUNTEER ATTORNEYS, THE CAVC AND DU LEGAL TEAMS ALSO PROVIDED DIRECT REPRESENTATION IN A LIMITED NUMBER OF CASES. THIS YEAR THE CVAC ATTORNEYS PROVIDED DIRECT REPRESENTATION BEFORE THE U.S. COURT OF APPEALS FOR VETERANS CLAIMS TO 20 CLIENTS. THE DU ATTORNEYS PROVIDED DIRECT REPRESENTAITON BEFORE THE DISCHARGE REVIEW BOARDS TO 22 CLIENTS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $4,341,479

Program Service Revenue $373,109

Investment Income $113,491

Other Revenue $0

TOTAL REVENUE $4,828,079

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,581,232

Fundraising Expenses $29,509

Program Expenses $5,074,717

Other Expenses $1,522,994

TOTAL EXPENSES $5,104,226

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,828,079	$3,717,044	+0.3%
Expenses	$5,104,226	$3,694,892	+0.4%
Net Income	$-276,147	$22,152	-13.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

$221,375

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN W JORDON	EXECUTIVE DIRECTOR	40.0	Key Emp	$217,539	$3,836	$221,375
JAMES CARLSEN	DIRECTOR, Business operations	40.0	Highest	$195,080	$4,301	$199,381
COURTNEY SMITH	Deputy Executive Director	40.0	Highest	$188,500	$3,459	$191,959
Christie Bhageloe	Dir, Discharge Upgrade Program	40.0	Highest	$131,892	$37,032	$168,924
CLAUDIA DALeY	DIR. OF COMMUNIC. & DEVELOP.	40.0	Highest	$151,129	$2,767	$153,896
CHESLEY N ROBERTS	Deputy Director	40.0	Highest	$123,666	$0	$123,666
WILLIAM S FOSTER JR ESQ	CHAIR/Director	1.0	Officer Director	$0	$0	$0
LEONARD J SELFON ESQ	SECRETARY/Director	1.0	Officer Director	$0	$0	$0
ROY E SPICER	DIRECTOR	1.0	Director	$0	$0	$0
ANIELA SZYMANSKI Esq	VICE CHAIR/DIRECTOR	1.0	Officer Director	$0	$0	$0
JOHN MUCKELBAUER Esq	Director	1.0	Director	$0	$0	$0
LANITA MORGAN Esq	Director	1.0	Director	$0	$0	$0
LEE GARDNER Esq	Director	1.0	Director	$0	$0	$0
RIChard V SPATARO Esq	Director	1.0	Director	$0	$0	$0
Mario A Marquez Esq	Director	1.0	Director	$0	$0	$0
KARI JOLLY	TREASURER/Director	1.0	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$4,828,079	$5,104,226	$4,481,748	$-276,147
2022	$3,717,044	$3,694,892	$2,482,220	$22,152
2021	$3,475,673	$3,289,224	$2,231,184	$186,449
2020	$3,236,939	$3,074,357	$1,681,469	$162,582
2019	$3,058,042	$3,075,616	$1,779,404	$-17,574
2018	$2,777,361	$2,782,897	$926,322	$-5,536

Veterans Consortium Pro Bono Program