CUMBERLAND TRACE LEGAL SERVICES INC

EIN: 610916523 501(c)(3) Crime & Legal

Bowling Green, KY

Total Revenue
$5,411,265
Total Expenses
$5,223,211
Total Assets
$4,411,872
Net Assets
$3,363,663
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Financial Trends

Organization Details

Formation Year
1977
Legal Domicile
KY
Principal Officer
Amanda Young
Phone
2707808892
Tax Period
2024-01-01 to 2024-12-31

CUMBERLAND TRACE LEGAL SERVICES INC, founded in 1977, is a community nonprofit in the Crime & Legal sector that reported $5.4M in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $5.2M left a modest 3% surplus.

Mission

The mission of Kentucky Legal Aid is to assist and enable low-income families, elderly, disabled, and other vulnerable individuals in south central Kentucky resolve legal problems that are barriers to self-sufficiency and to provide these individuals an opportunity for an improved quality of life.

Program Service Accomplishments

Program 1
Expenses: $3,959,237 Revenue: $0

Legal Assistance Program: to provide free legal services to qualified low income clients in a 35 county service area. Cases range from family/domestic law, elder law, public benefits, consumer law...

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Legal Assistance Program: to provide free legal services to qualified low income clients in a 35 county service area. Cases range from family/domestic law, elder law, public benefits, consumer law, nursing home issues, and pro bono. Approximately 4617 cases were closed in 2024. Kentucky Legal Aid's (KLA) cases were filed on behalf of low-income, disabled, and elderly individuals who qualify for free legal Assistance defined by Legal Services Corporation and other grantors. Litigation includes family law disputes, consumer actions, including foreclosures and bankruptcies, assistance in domestic violence actions, and public benefit hearings. The general public benefits from KLA's litigation by virtue of making the civil legal system available to those unable to afford private legal counsel. KLA's litigation efforts also help low-income people resolve problems and promotes self-sufficiency. KLA seeks no fees on behalf of the program in any litigation with the limited exception of cases in which the program was appointed by the court and statutory fees are specified. Fees are not solicitated from clients nor accepted from clients.

Program 2
Expenses: $329,511 Revenue: $0

Private Attorney Involvement (PAI): to promote free legal services through pro bono efforts and private attorney involvement. Clients are referred to pro bono or private attorneys who provide free...

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Private Attorney Involvement (PAI): to promote free legal services through pro bono efforts and private attorney involvement. Clients are referred to pro bono or private attorneys who provide free legal services. Approximately 233 cases were closed in 2024.

Program 3
Expenses: $390,079 Revenue: $0

Older American Act: to provide clients 60 years of age or over with free legal services in matters such as consumer/fraud, public benefits, medicare/medicaid, wills, and powers of attorney. Residents...

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Older American Act: to provide clients 60 years of age or over with free legal services in matters such as consumer/fraud, public benefits, medicare/medicaid, wills, and powers of attorney. Residents of nursing home issues are also handled. Approximately 1158 cases were closed in 2024.

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,322,203
Program Service Revenue $0
Investment Income $0
Other Revenue $89,062
TOTAL REVENUE $5,411,265

Expense Breakdown

Grants Paid $0
Salaries & Benefits $4,168,739
Fundraising Expenses $0
Program Expenses $4,678,827
Other Expenses $1,054,472
TOTAL EXPENSES $5,223,211

Year-over-Year Comparison

2024 2023 Change
Revenue $5,411,265 $6,014,107 -0.1%
Expenses $5,223,211 $5,502,949 -0.1%
Net Income $188,054 $511,158 -0.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
15
Independent Members
15
Employees
51
Volunteers
200

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
3
$326,952
Total Directors
15
$0
Key Employees
3
$326,952
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Amanda Young Executive Director 37.5
Officer Key Emp Highest
$126,996 $0 $126,996
Stuart Warren Associate Director 37.50
Officer Key Emp
$102,893 $0 $102,893
Jill Moore Financial Administrator 37.5
Officer Key Emp
$97,063 $0 $97,063
Hon Don Sharp Board Member 0
Director
$0 $0 $0
Hon Susan Montalvo-Gesser Board Member 0
Director
$0 $0 $0
Mr Ronald Burkins Board Member 0
Director
$0 $0 $0
Hon Timothy L Mauldin Board Member 0
Director
$0 $0 $0
Hon Hampton Moore Board Member 0
Director
$0 $0 $0
Ms Rachel Murell Board Member 0
Director
$0 $0 $0
Hon Murry Raines Board Chairman 0
Director
$0 $0 $0
Rev Steven J Pankey Board Member 0
Director
$0 $0 $0
Hon Julia Crenshaw Board Member 0
Director
$0 $0 $0
Mr Arthur Green Board Member 0
Director
$0 $0 $0
Ms Elizabeth Outman Board Member 0
Director
$0 $0 $0
Ms Carmen Arevalo Board Member 0
Director
$0 $0 $0
Hon Jeff Alford Board Member 0
Director
$0 $0 $0
Hon Jessica Kirby Board Member 0
Director
$0 $0 $0
Margarett Alexander Board Member 0
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
2025 No data No data No data No data
2024 $5,411,265 $5,223,211 $4,411,872 $188,054
2023 $6,014,107 $5,502,949 $4,330,465 $511,158
2022 $5,003,921 $5,002,064 $3,398,593 $1,857
2021 $4,301,637 $4,333,356 $3,575,284 $-31,719
2020 $4,167,523 $4,072,388 $3,876,870 $95,135
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