2013-07-12T13:01:46-05:00 2012-12-31 810385940 ANDERSON ZURMUEHLEN & CO PC P O BOX 1040 HELENA MT 596241040 990 2012-01-01 810298262 MONTANA LEGAL SERVICES ASSOCIATION MONT 4064429830 616 HELENA AVE SUITE 100 HELENA MT 59601 DANIEL N MCLEAN 4064429830 2013-06-26 1 PAULA R JACQUES P00102076 4064421040 2013-06-26 2012 2016-02-24 21:20:13Z DANIEL N MCLEAN 616 HELENA AVE SUITE 100 HELENA MT 59601 2910853 0 X HTTP://WWW.MTLSA.ORG X 1966 MT PROVISION OF FREE LEGAL SERVICES TO ELIGIBLE LOW INCOME MONTANANS IN NON-CRIMINAL CASES 11 11 63 0 0 0 3057752 2589619 302744 320415 2411 819 724 0 3363631 2910853 0 0 0 0 2723940 2403271 0 0 0 707700 639384 3431640 3042655 -68009 -131802 788426 685478 238162 267016 550264 418462 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 2586243 435921 PROVISION OF FREE LEGAL ASSISTANCE IN NON-CRIMINAL CASES TO ELIGIBLE PERSONS IN MONTANA 2586243 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 18 0 1 63 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ALISON PAUL DIRECTOR 4064429830 616 HELENA AVENUE HELENA MT 59601 CRAIG BUEHLER 0.00 X 0 0 0 MARIE BOOTHE 0.00 X 0 0 0 HON JOHN LARSON 0.00 X 0 0 0 JAMES A PATTEN 0.00 X X 0 0 0 GARY ZADICK 0.00 X 0 0 0 TARA VEAZEY 0.00 X 0 0 0 DAWN MCGEE 0.00 X 0 0 0 TERRY YOUNGWORTH 0.00 X 0 0 0 DANIEL N MCLEAN 0.00 X X 0 0 0 STACEY GORDON 0.00 X X 0 0 0 PEGGY PROBASCO 0.00 X 0 0 0 ALISON PAUL 40.00 X 70796 0 8501 70796 0 8501 0 0 0 0 0 2420360 169259 2589619 PROGRAM SERVICE REVENU 541900 319830 319830 585 585 320415 819 819 2910853 320415 0 819 99486 84563 14923 1765201 1500373 264828 32286 22151 10135 390597 337840 52757 115701 93711 21990 27400 27400 100534 94430 6104 57992 52212 5780 47887 41342 6545 138393 117357 21036 152488 137576 14912 30906 26208 4698 14265 12301 1964 LIBRARY 22994 22994 EQUIPMENT/COMPUTER SUPP 19237 16313 2924 DUES AND FEES 16855 16855 OUTREACH 5433 5017 416 5000 5000 3042655 2586243 456412 0 355958 212246 319196 319580 53332 53835 1611 10088 692701 636551 24887 56150 33442 33579 788426 685478 204594 233711 3300 3300 30268 30005 238162 267016 X 369194 288043 181070 130419 550264 418462 788426 685478 -131802 0 X X 0 1 X 1 1 1 X 2938915 2929271 2951612 2767325 2474113 14061236 2938915 2929271 2951612 2767325 2474113 14061236 14061236 16470 8021 3959 2411 819 31680 14092916 2379740 0.99780 0.99660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 606521 565371 41150 86180 71180 15000 56150 2910853 0 2910853 0 2910853 3042655 0 3042655 0 3042655 PART IV, LINE 2B: CLIENT FUNDS HELD IN TRUST FORM 990, PART VI, SECTION B, LINE 11 THE FINANCE 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. FINANCIAL STATEMENT REPORTING: FORM 990, PART XI, LINE 2C THE FINANCE COMMITTEE ENGAGES THE INDEPENDENT AUDITOR AND REVIEWS THE AUDIT REPORT. THIS PROCESS DID NOT CHANGE IN 2012.