2019-05-03T10:01:52-05:00 2018-12-31 810385940 ANDERSON ZURMUEHLEN & CO PC P O BOX 1040 HELENA MT 596241040 990 2018-01-01 810298262 MONTANA LEGAL SERVICES ASSOCIATION MONT 4064429830 616 HELENA AVE SUITE 100 HELENA MT 59601 JAMES PATTEN PRESIDENT 4064429830 2019-04-26 1 PAULA R JACQUES P00102076 4064421040 2019-04-23 71.92.235.244 2019-04-26 10:22:10 MD P 5D6A5661A397750E81DC3C2D90CC6C9E611513FE 708AE37DFC25D0F54DE328DC8A63CEA568988E4C 2018 2019-02-21 02:37:17Z JAMES PATTEN 616 HELENA AVE SUITE 100 HELENA MT 59601 3648361 0 X HTTP://WWW.MTLSA.ORG X 1966 MT PROVISION OF FREE LEGAL SERVICES TO ELIGIBLE LOW INCOME MONTANANS IN NON-CRIMINAL CASES 13 13 88 309 0 0 3002401 3631050 2096 16720 910 591 0 0 3005407 3648361 0 0 0 0 2723587 2660874 0 0 44078 713190 753389 3436777 3414263 -431370 234098 831254 972076 425667 332391 405587 639685 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 2865003 16720 PROVISION OF FREE LEGAL ASSISTANCE IN NON-CRIMINAL CASES TO ELIGIBLE PERSONS IN MONTANA 2865003 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 12 0 1 88 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 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 SECREATARY/TREASURER 1.00 X 0 0 0 TARA VEAZEY VICE PRESIDENT 1.00 X 0 0 0 JAMES A PATTEN PRESIDENT 1.00 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 ALISSA L CHAMBERS TRUSTEE 1.00 X 0 0 0 JORDAN GROSS TRUSTEE 1.00 X 0 0 0 JASON HOLDEN TRUSTEE 1.00 X 0 0 0 KELSEY ANGEL TRUSTEE 1.00 X 0 0 0 JOSEPH WOHLERS TRUSTEE 1.00 X 0 0 0 ALISON PAUL EXECUTIVE DIRECTOR 40.00 X 100545 0 11100 100545 0 11100 1 0 0 0 0 2938425 692625 3631050 PROGRAM SERVICE REVENU 541900 16438 16438 282 282 16720 591 591 3648361 16720 0 591 104542 31801 67569 5172 2045685 1719992 295650 30043 46587 36908 8847 832 308039 256995 46876 4168 156021 128632 25113 2276 29445 25323 4122 144596 143230 1366 67861 62877 4760 224 41995 37103 4892 189514 162417 27097 159148 151116 7862 170 13743 11819 1924 16770 14950 1820 EQUIPMENT/COMPUTER SUPP 43457 37299 6158 LIBRARY 20889 19719 1170 DUES AND FEES 20754 20723 -44 75 OUTREACH/FUNDRAISING 5217 4099 1118 3414263 2865003 505182 44078 187024 286696 450549 531730 121594 98780 33099 46875 245050 245050 13743 0 25245 7995 831254 972076 273290 282294 134752 49722 17625 375 425667 332391 X 129738 173322 275849 466363 405587 639685 831254 972076 234098 0 X X 0 1 X 1 1 1 X 2753186 2823571 3432626 3002401 3631050 15642834 2753186 2823571 3432626 3002401 3631050 15642834 15642834 795 1045 1002 910 591 4343 15647177 283950 0.99970 0.99970 X 0 1 X 194550 194550 0 50500 50500 0 0 3648361 0 3648361 0 3648361 3414263 0 3414263 0 3414263 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 XI, LINE 2C THE EXECUTIVE COMMITTEE ENGAGES THE INDEPENDENT AUDITOR AND REVIEWS THE AUDIT REPORT. THIS PROCESS DID NOT CHANGE IN 2018.