2022-11-14T11:54:50-06:00 2021-12-31 810385940 ANDERSON ZURMUEHLEN & CO PC P O BOX 1040 HELENA MT 596241040 990 2021-01-01 810298262 MONTANA LEGAL SERVICES ASSOCIATION MONT 4064429830 616 HELENA AVE SUITE 100 HELENA MT 59601 JAMES A PATTEN PRESIDENT 4064429830 2022-11-10 1 JAMES PATTEN 999009999 ANNETTE P HILL CPA P00102055 4064421040 2022-11-08 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JAMES A PATTEN 616 HELENA AVE SUITE 100 HELENA MT 59601 5662275 0 X HTTP://WWW.MTLSA.ORG X 1966 MT PROVISION OF FREE LEGAL SERVICES TO ELIGIBLE LOW INCOME MONTANANS IN NON-CRIMINAL CASES 14 14 108 251 0 0 5492431 5655241 32192 4669 3999 2365 0 0 5528622 5662275 0 0 0 0 3588320 4166745 0 0 67576 1447088 1534156 5035408 5700901 493214 -38626 2172402 1685531 1078338 630093 1094064 1055438 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 4874777 4669 PROVISION OF FREE LEGAL ASSISTANCE IN NON-CRIMINAL CASES TO ELIGIBLE PERSONS IN MONTANA 4874777 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 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 41 0 1 108 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 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 ALISSA L CHAMBERS VICE PRESIDENT 1.00 X X 0 0 0 TARA VEAZEY PRESIDENT 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 JAMES PATTEN 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 BETTY DEFORD TRUSTEE 1.00 X 0 0 0 PROFESSOR CRAIG COWIE TRUSTEE 1.00 X 0 0 0 SHAWN REAGOR TRUSTEE 1.00 X 0 0 0 ALISON PAUL EXECUTIVE DIRECTOR 40.00 X 104556 0 12425 104556 0 12425 1 0 0 0 0 5135921 519320 5655241 4669 4669 4669 2365 2365 5662275 4669 0 2365 X 108697 20099 86791 1807 3264898 2754370 471602 38926 73839 57150 15132 1557 472784 395577 72372 4835 246527 204809 38751 2967 31350 27180 4170 912143 904367 2386 5390 60022 47819 5638 6565 37998 35376 2622 224417 193017 31400 93530 79215 14105 210 14117 12117 2000 21116 18701 2415 EQUIPMENT/COMPUTER SUPP 61586 53477 8109 DUES AND FEES 24886 24791 20 75 LIBRARY 24704 23669 1035 OUTREACH 23049 23043 6 5238 5238 5700901 4874777 758548 67576 1087720 795036 971338 807163 47358 29687 16307 18279 296138 268913 41342 27225 8337 8141 2172402 1685531 465473 437634 112550 191938 717 521 499598 0 1078338 630093 X 59287 580198 1034777 475240 1094064 1055438 2172402 1685531 -38626 0 X X 0 1 X 1 1 1 X 3002401 3631050 4129620 5492431 5655241 21910743 3002401 3631050 4129620 5492431 5655241 21910743 21910743 910 591 836 3999 2365 8701 21919444 71248 0.99960 0.99960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 216399 198920 17479 79739 69993 9746 27225 5662275 0 5662275 0 5662275 5700901 0 5700901 0 5700901 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. 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): PROGRAM SERVICE EXPENSES 904,367. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 904,367. CONTRACT SERVICES (M&G): PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,386. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,386. CONTRACT SERVICE (FUNDRAISING): PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 5,390. TOTAL EXPENSES 5,390. FORM 990, PART XI, LINE 2C THE EXECUTIVE COMMITTEE ENGAGES THE INDEPENDENT AUDITOR AND REVIEWS THE AUDIT REPORT. THIS PROCESS DID NOT CHANGE IN 2021.