PISGAH LEGAL SERVICES

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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

1979

Legal Domicile

Principal Officer

JAMES BARRETT

Phone

8282530406

Tax Period

2023-01-01 to 2023-12-31

PISGAH LEGAL SERVICES, founded in 1979, is a mid-sized nonprofit in the Crime & Legal sector that reported $11.6M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

PISGAH LEGAL SERVICES PURSUES JUSTICE TO IMPROVE LIVES FOR LOW-INCOME PEOPLE IN WESTERN NORTH CAROLINA THROUGH LEGAL ASSISTANCE AND ADVOCACY. PISGAH LEGAL SERVICES ENVISIONS A COMMUNITY WHERE ALL PEOPLE HAVE ACCESS TO CIVIL LEGAL ASSISTANCE WHEN THEY NEED IT TO PROTECT THEIR BASIC RIGHTS AND SECURE ESSENTIALS, SUCH AS HOUSING, HEALTH CARE, INCOME, AND SAFETY FROM ABUSE. WE ENVISION A COMMUNITY WITH POLICIES AND SERVICES IN PLACE THAT REDUCE POVERTY AND EASE THE BURDENS OF POVERTY ON OUR NEIGHBORS. THE ORGANIZATION TRACKED 24 MILLION IN QUANTIFIABLE BENEFITS SECURED FOR ITS CLIENTS IN 2023, ALTHOUGH MANY LEGAL OUTCOMES CANNOT BE VALUED IN DOLLARS, SUCH AS ESCAPING FROM DOMESTIC VIOLENCE OR HOMELESSNESS. MORE THAN 23,500 PEOPLE WERE SERVED AT NO CHARGE.

Program Service Accomplishments

Program 1

Expenses: $3,972,760

HEALTH AND ECONOMIC OPPORTUNITY: PROVIDES AFFORDABLE CARE ACT ENROLLMENT ASSISTANCE TO HELP PEOPLE UNDERSTAND AND PURCHASE AFFORDABLE HEALTH INSURANCE IN EIGHTEEN COUNTIES IN WESTERN NORTH CAROLINA. THIS PROGRAM ALSO PROVIDES FREE TAX RETURN PREPARATION UNDER VITA STANDARDS TO QUALIFYING HOUSEHOLDS IN EIGHTEEN WNC COUNTIES WITH THE GOAL OF INCREASING THE UPTAKE IN UNCLAIMED TAX CREDITS IN ORDER TO DECREASE CHILD POVERTY.

Program 2

Expenses: $1,945,601

DOMESTIC VIOLENCE AND CHILD ABUSE PREVENTION SERVICES: IN 2023, THE ORGANIZATION PROVIDED FREE LEGAL ADVICE AND REPRESENTATION TO HELP MORE THAN 6,900 ADULTS AND CHILDREN WHO WERE VICTIMS OF DOMESTIC OR SEXUAL VIOLENCE TO ESCAPE ABUSE AND REBUILD THEIR LIVES. STAFF AND VOLUNTEER ATTORNEYS HELP VICTIMS/SURVIVORS SECURE COURT PROTECTIVE ORDERS TO IMPROVE THEIR SAFETY, AND ADDRESS BARRIERS TO INDEPENDENCE, SUCH AS CHILD CUSTODY, DIVISION OF MARITAL PROPERTY, HOUSING PROBLEMS, INCOME, AND CONSUMER PROTECTION SO THAT VICTIMS CAN ESTABLISH NEW LIVES APART FROM THEIR ABUSERS. THE ORGANIZATION ALSO COLLABORATES WITH DOMESTIC VIOLENCE SHELTERS, LAW ENFORCEMENT, AND OTHER COMMUNITY PARTNERS TO REDUCE DOMESTIC VIOLENCE IN AREA COMMUNITIES AND TO IMPROVE SERVICES FOR VICTIMS. 32% OF THE ORGANIZATION'S CLOSED LEGAL CASES INVOLVED ISSUES RELATED TO DOMESTIC VIOLENCE AND CHILD ABUSE.

Program 3

Expenses: $1,306,105

HOMELESSNESS PREVENTION: PREVENTS FAMILIES AND INDIVIDUALS FROM LOSING THEIR HOMES TO EVICTION OR FORECLOSURE AND IMPROVES EXISTING HOUSING CONDITIONS 32% OF LEGAL CASES CLOSED IN 2023 PRESENTED AS...

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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 $11,375,597

Program Service Revenue $0

Investment Income $150,589

Other Revenue $77,355

TOTAL REVENUE $11,603,541

Expense Breakdown

Grants Paid $7,500

Salaries & Benefits $10,901,656

Fundraising Expenses $1,163,710

Program Expenses $10,352,725

Other Expenses $1,710,182

TOTAL EXPENSES $12,619,338

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,603,541	$10,270,903	+0.1%
Expenses	$12,619,338	$10,106,131	+0.2%
Net Income	$-1,015,797	$164,772	-7.2%

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

154

Volunteers

350

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

$514,165

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN NOOR	PRESIDENT	2.00	Officer Director	$0	$0	$0
FRANK CASTELBLANCO	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
JORGE REDMOND	SECRETARY	2.00	Officer Director	$0	$0	$0
CLAUDIA HAWKINS	TREASURER	2.00	Officer Director	$0	$0	$0
DALE CURRIDEN	DIRECTOR	1.00	Director	$0	$0	$0
PERRIN DARGAN	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN KING	DIRECTOR	1.00	Director	$0	$0	$0
JEAN LEE	DIRECTOR	1.00	Director	$0	$0	$0
ZACH LEVIN	DIRECTOR	1.00	Director	$0	$0	$0
LUCY MASSAGEE	DIRECTOR	1.00	Director	$0	$0	$0
KIM MCGUIRE	DIRECTOR	1.00	Director	$0	$0	$0
GLENN OTTLEY	DIRECTOR	1.00	Director	$0	$0	$0
MATT ROBERSON	DIRECTOR	1.00	Director	$0	$0	$0
CHARLIE SHANOR	DIRECTOR	1.00	Director	$0	$0	$0
CAROL STEEN	DIRECTOR	1.00	Director	$0	$0	$0
ZEPHYR JOST SULLIVAN	DIRECTOR	1.00	Director	$0	$0	$0
TERRY VAN DUYN	DIRECTOR	1.00	Director	$0	$0	$0
ANGELICA REZZA WIND	DIRECTOR	1.00	Director	$0	$0	$0
ANN YOUNG	DIRECTOR	1.00	Director	$0	$0	$0
JAMES BARRETT	EXECUTIVE DI	45.00	Officer	$191,362	$23,247	$214,609
JACLYN KIGER	COO	40.00	Officer	$126,217	$26,895	$153,112
SHANNON ADAMS	CFO	40.00	Officer	$124,047	$22,397	$146,444
ROBIN MERRELL	EMPLOYEE	40.00	Highest	$118,903	$18,562	$137,465
KATHERINE TILLEY RUSSELL	EMPLOYEE	40.00	Highest	$112,355	$27,094	$139,449

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	$11,603,541	$12,619,338	$10,336,030	$-1,015,797
2022	$10,270,903	$10,106,131	$11,663,308	$164,772
2021	$8,135,399	$7,908,151	$13,378,824	$227,248
2020	$7,558,270	$6,440,318	$10,833,739	$1,117,952
2019	$5,635,827	$5,292,289	$8,802,604	$343,538
2018	$5,173,816	$4,365,929	$8,541,825	$807,887