2023-11-10T11:37:02-06:00 2022-12-31 480567703 KCOE ISOM LLP 828 GREAT NORTHERN BOULEVARD HELENA MT 59601 990 2022-01-01 810298262 MONTANA LEGAL SERVICES ASSOCIATION MONT 4064429830 616 HELENA AVE STE 100 HELENA MT 59601 CRAIG COWIE PRESIDENT 4064429830 2023-11-10 1 CRAIG COWIE 999009999 0 LAURA CRAFT P01713487 4064421040 2023-11-10 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z CRAIG COWIE 616 HELENA AVE STE 100 HELENA MT 59601 6487811 0 X HTTP://WWW.MTLSA.ORG X 1966 MT PROVISION OF FREE LEGAL SERVICES TO ELIGIBLE LOW INCOME MONTANANS IN NON-CRIMINAL CASES 14 14 101 126 0 0 5655241 6471990 4669 8877 2365 6944 0 0 5662275 6487811 0 0 0 0 4166745 4338928 0 0 59679 1534156 2169017 5700901 6507945 -38626 -20134 1685531 2522174 630093 1486870 1055438 1035304 TO PROVIDE FREE LEGAL ASSISTANCE IN NON-CRIMINAL PROCEEDINGS OR MATTERS TO PERSONS IN THE STATE OF MONTANA FINANCIALLY UNABLE TO AFFORD LEGAL ASSISTANCE. 0 0 5525984 8877 PROVISION OF FREE LEGAL ASSISTANCE IN NON-CRIMINAL CASES TO ELIGIBLE PERSONS IN MONTANA 5525984 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 46 0 1 101 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ALISON PAUL EXECUTIVE DIRECTOR 4064429830 616 HELENA AVENUE HELENA MT 59601 TARA VEAZEY PAST PREDISENT 1.00 X X 0 0 0 ALISSA CHAMBERS IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 JAMES PATTEN PRESIDENT 1.00 X X 0 0 0 PROFESSOR CRAIG COWIE VICE PRESIDENT 1.00 X X 0 0 0 SHAWN REAGOR TRUSTEE 1.00 X 0 0 0 CRAIG BUEHLER TRUSTEE 1.00 X 0 0 0 HON JOHN LARSON TRUSTEE 1.00 X 0 0 0 MARY REEVES SECRETARY/TREASURER 1.00 X X 0 0 0 PEGGY PROBASCO TRUSTEE 1.00 X 0 0 0 TERRYL MATT TRUSTEE 1.00 X 0 0 0 KATHLEEN JOHNSON TRUSTEE 1.00 X 0 0 0 SEAN MORRISON TRUSTEE 1.00 X 0 0 0 JASON HOLDEN TRUSTEE 1.00 X 0 0 0 IOLA WINTERS TRUSTEE 1.00 X 0 0 0 DAVID RAGGHANTI TRUSTEE 1.00 X 0 0 0 SARAH RIDDLE TRUSTEE 1.00 X 0 0 0 BETTY DEFORD TRUSTEE 1.00 X 0 0 0 ALISON PAUL EXECUTIVE DIRECTOR 40.00 X 108447 0 13312 108447 0 13312 1 0 0 0 0 5686004 785986 6471990 PROGRAM SERVICE REVENU 900099 7980 7980 897 897 8877 6944 6944 6487811 8877 0 6944 X 112761 27704 83871 1186 3386029 2753477 590290 42262 87082 64649 20743 1690 497984 406162 87374 4448 255072 204482 47428 3162 1000 1000 32550 26777 5773 1010298 1006422 1201 2675 60178 52628 5932 1618 37254 31404 5850 245527 198948 46579 146547 136574 9423 550 14116 12112 2004 22811 19440 3371 OTHER- RENTAL ASSISTANC 454453 454453 EQUIPMENT/COMPUTER SUPP 67971 56891 11080 LIBRARY 27803 26689 1114 DUES AND FEES 26367 26023 249 95 22142 20149 1993 6507945 5525984 922282 59679 795036 762952 807163 1283219 29687 46902 18279 21403 296138 283029 27225 13109 8141 394589 1685531 2522174 437634 931233 191938 163300 521 423 0 391914 630093 1486870 X 580198 574364 475240 460940 1055438 1035304 1685531 2522174 -20134 0 X X 0 1 X 1 1 1 X 3631050 4129620 5492431 5655241 6471990 25380332 3631050 4129620 5492431 5655241 6471990 25380332 25380332 591 836 3999 2365 6944 14735 25395067 78029 0.99940 0.99960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 216399 203290 13109 79739 79739 0 13109 CLIENT TRUST FUNDS 423 RENT DEPOSITS 7620 RIGHT OF USE LEASE ASSET 386546 394589 CURRENT LEASE LIABILITY 104491 LONG TERM LEASE LIABILITY 287423 391914 6487811 0 6487811 0 6487811 6507945 0 6507945 0 6507945 PART IV, LINE 2B: CLIENT FUNDS HELD IN TRUST FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE COMMITTEE OF MLSA REVIEWS THE COMPLETED TAX RETURN PRIOR TO FILING. A COPY OF THE APPROVED RETURN IS THEN PROVIDED TO THE FULL BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, BOARD MEMBERS DISCLOSE IN WRITING THEIR ASSOCIATIONS AND INTERESTS WHICH POTENTIALLY COULD RESULT IN A CONFLICT OF INTEREST AS A MEMBER OF THE BOARD. BOARD MEMBERS MAY PARTICIPATE IN THESE DISCUSSIONS SHOULD THEY ARISE BUT DO NOT VOTE ON THE QUESTION BEFORE THE BOARD. ALL BOARD MEMBERS ARE AWARE OF THE POLICY AND MONITOR THEIR PARTICIPATION ACCORDINGLY THROUGHOUT THE YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD USES COMPARABLE DATA FROM OTHER NATIONWIDE LEGAL SERVICE ORGANIZATIONS TO DETERMINE COMPENSATION FOR THE EXECUTIVE DIRECTOR. A PERFORMANCE EVALUATION OF THE EXECUTIVE DIRECTOR IS INITIATED BY THE BOARD AND A SELF EVALUATION FROM THE EXECUTIVE DIRECTOR REQUESTED. WHEN DETERMINED APPROPRIATE BY THE BOARD, INTERNAL EVALUATIONS FROM STAFF, ALONG WITH EXTERNAL EVALUATIONS FROM ACCESS TO JUSTICE STAKEHOLDERS ARE REQUESTED. A BOARD COMMITTEE CONDUCTS AN EVALUATION AND PREPARES A WRITTEN EVALUATION. THE REPORT IS PROVIDED TO THE ENTIRE BOARD AND REVIEWED WITH THE EXECUTIVE DIRECTOR AT A BOARD MEETING IN EXECUTIVE SESSION. OFFICERS/DIRECTORS ARE NOT COMPENSATED. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS & CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON WRITTEN OR PERSONAL REQUEST. FORM 990, PART IX, LINE 11G CONTRACT SERVICES : PROGRAM SERVICE EXPENSES 1,006,422. MANAGEMENT AND GENERAL EXPENSES 1,201. FUNDRAISING EXPENSES 2,675. TOTAL EXPENSES 1,010,298. FORM 990, PART XI, LINE 2C THE EXECUTIVE COMMITTEE ENGAGES THE INDEPENDENT AUDITOR AND REVIEWS THE AUDIT REPORT. THIS PROCESS DID NOT CHANGE IN 2022.