2017-11-13T16:25:50-06:00 2016-12-31 810385940 ANDERSON ZURMUEHLEN & CO PC P O BOX 1040 HELENA MT 596241040 990 2016-01-01 810298262 MONTANA LEGAL SERVICES ASSOCIATION MONT 4064429830 616 HELENA AVE SUITE 100 HELENA MT 59601 JAMES PATTEN PRESIDENT 4064429830 2017-06-19 1 PAULA R JACQUES P00102076 4064421040 2017-06-12 71.92.235.240 2017-06-19 08:41:01 MD P 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 06EBA326390DBC4BA6091738870F2DBB00805132 2016 2017-02-10 21:41:12Z JAMES PATTEN 616 HELENA AVE SUITE 100 HELENA MT 59601 3464274 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 87 0 0 0 2823571 3432626 147748 30646 1045 1002 0 0 2972364 3464274 0 0 0 0 2300641 2460765 0 0 43301 672642 704259 2973283 3165024 -919 299250 845582 1113980 310008 277023 535574 836957 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 2306007 30646 PROVISION OF FREE LEGAL ASSISTANCE IN NON-CRIMINAL CASES TO ELIGIBLE PERSONS IN MONTANA 2306007 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 11 0 1 87 1 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 SECREATARY/TREASURER 1.00 X X 0 0 0 GARY ZADICK TRUSTEE 1.00 X 0 0 0 TARA VEAZEY VICE PRESIDENT 1.00 X X 0 0 0 DAWN MCGEE TRUSTEE 1.00 X 0 0 0 MARIE BOOTH TRUSTEE 1.00 X 0 0 0 JAMES A PATTEN 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 MARY LEE SHEPHERD 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 ALISON PAUL EXECUTIVE DIRECTOR 40.00 X 96000 0 11872 96000 0 11872 0 0 0 0 0 2911457 521169 3432626 PROGRAM SERVICE REVENU 541900 29010 29010 1636 1636 30646 1002 1002 3464274 30646 0 1002 99816 33803 62769 3244 1903118 1560442 313061 29615 39690 30160 8651 879 271095 219115 48477 3503 147046 118815 26099 2132 285 285 28500 28500 111802 107968 3834 58517 26085 32337 95 33613 9382 24231 174413 870 173543 167524 140425 26385 714 21677 16041 5636 12512 3451 9061 EQUIPMENT/COMPUTER SUPP 43987 581 43406 DUES AND FEES 19295 17817 1403 75 LIBRARY 18283 9960 8323 RETURN OF GRANT FUNDS 7619 7619 6232 3188 3044 3165024 2306007 815716 43301 359282 492377 348207 470813 103308 97571 7737 18310 251750 224262 18800 27488 8248 7421 845582 1113980 225057 255465 83669 21103 1282 455 310008 277023 X 350985 576228 184589 260729 535574 836957 845582 1113980 X 299250 2133 X X 0 1 X 1 1 1 X 2474113 2733242 2753186 2823571 3432626 14216738 2474113 2733242 2753186 2823571 3432626 14216738 14216738 819 806 795 1045 1002 4467 14221205 1077313 0.99970 0.99960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 201250 197430 3820 50500 26832 23668 27488 3466407 2133 2133 3464274 0 3464274 3165024 0 3165024 0 3165024 PART IV, LINE 2B: CLIENT FUNDS HELD IN TRUST PART XI, LINE 2D - OTHER ADJUSTMENTS: GAIN ON VEHICLE TRADE-IN RECORDED ON GAAP FINANCIAL STATEMENTS NOT ON 990 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 9: GAAP GAIN ON VEHICLE TRADE-IN 2,133. FORM 990, PART XI, LINE 2C THE EXECUTIVE COMMITTEE ENGAGES THE INDEPENDENT AUDITOR AND REVIEWS THE AUDIT REPORT. THIS PROCESS DID NOT CHANGE IN 2016.