Form 990 for tax year 2023
Filed by MONTANA TRIAL LAWYERS ASSOCIATION.
Totals
- Total revenue
- $464,369
- Total expenses
- $430,059
- Contributions and grants received
- $285,180
- Grants paid
- $3,000
- Program service revenue
- $178,960
- Investment income
- $229
- Other revenue
- $0
- Total assets, end of year
- $283,537
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $283,537
- Program services expenses (Part IX)
- $361,628
- Management and general expenses
- $68,431
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $360,628
Program services were 84.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$250,667
-
1f · All other contributions, gifts and grants
$34,513
-
2a · Program service revenue: SEMINAR AND CONVENTION
total $178,960 · related or exempt $178,960
-
3 · Investment income
total $229
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $3,000 · program services $3,000
-
5 · Compensation of officers, directors and key employees
total $121,984 · program services $121,984
-
7 · Other salaries and wages
total $31,722 · program services $15,861 · management and general $15,861
-
8 · Pension plan contributions
total $23,319 · program services $14,638 · management and general $8,681
-
9 · Other employee benefits
total $26,297 · program services $15,000 · management and general $11,297
-
10 · Payroll taxes
total $53,058 · program services $42,108 · management and general $10,950
-
11c · Fees: accounting
total $1,925 · management and general $1,925
-
11g · Fees: other
total $1,083 · management and general $1,083
-
13 · Office expenses
total $5,179 · program services $2,589 · management and general $2,590
-
14 · Information technology
total $9,954 · management and general $9,954
-
16 · Occupancy
total $19,950 · program services $19,950
-
17 · Travel
total $498 · program services $498
-
19 · Conferences, conventions and meetings
total $75,875 · program services $73,192 · management and general $2,683
-
24a · Other expenses: NEWSLETTER
total $9,640 · program services $9,640
-
24b · Other expenses: BANK CHARGES
total $16,261 · program services $16,261
-
24c · Other expenses: COMMUNICATIONS
total $14,997 · program services $14,997
-
24d · Other expenses: DUES AND SUBSCRIP
total $10,407 · program services $10,407
-
24e · All other expenses
total $4,910 · program services $1,503 · management and general $3,407
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $90,019 · end of year $103,701
-
2 · Savings and temporary cash investments
beginning of year $182,054 · end of year $179,836
-
10a · Land, buildings and equipment: cost or other basis
$49,128
-
10b · Land, buildings and equipment: accumulated depreciation
$49,128
-
27 · Net assets without donor restrictions
beginning of year $0 · end of year $0
-
28 · Net assets with donor restrictions
beginning of year $272,073 · end of year $283,537
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $0 · end of year $0
Mission and programs · 2023
Mission
THE NBSP;MONTANA NBSP;TRIAL NBSP;LAWYERS NBSP;ASSOCIATION NBSP;IS NBSP;A NBSP;MEMBER NBSP;ORGANIZATION NBSP;FOR NBSP;MONTANA NBSP;ATTORNEYS NBSP;WHO NBSP;REPRESENT NBSP;LITIGANTS NBSP;TO NBSP;SECURE NBSP;A NBSP;JUST NBSP;RESULT NBSP;FOR NBSP;THE NBSP;INJURED NBSP;ACCUSED NBSP;AND NBSP;THOSE NBSP;WHOSE NBSP;RIGHTS NBSP;ARE NBSP;JEOPARDIZED
Activities or mission (Part I)
A MEMBER ORGANIZATION FOR MONTANA ATTORNEYS WHO REPRESENT LITIGANTS.
-
MONTANA TRIAL LAWYERS ASSOCIATION SPONSORS PREMIER CONTINUING LEGAL EDUCATION SEMINARS. ACTIVELY INFORMS EDUCATES AND LOBBIES ELECTED OFFICIALS TO PRESERVE THE CIVIL JURY TRIAL SYSTEM AND ON OTHER ISSUES OF CONCERN TO ITS MEMBERS AND THEIR CLIENTS
Expenses $73,192 · Revenue $178,960
-
MONTANA TRIAL LAWYERS ASSOCIATION PROVIDES SUPPORT AND SERVICES TO ENABLE ITS MEMBERS TO EXCEL IN THEIR PROFESSION AND IN THEIR SERVICE TO CLIENTS.
Expenses $287,436 · Revenue $250,667
As filed on the 2023 return.
Listed in Part VII
-
Al SmithAL SMITH
EXECUTIVE DIRECTOR
- Total calculated
- $121,984
- From this org
- $121,984
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Anders BlewettANDERS BLEWETT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Hillary P CarlsHILLARY P CARLS
PRESIDENT ELECT
- Total calculated
- $0
- Hours/week
- 1
-
E Kiel DuckworthE KIEL DUCKWORTH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Domenic CossiDOMENIC COSSI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Patrick FoxPATRICK FOX
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John HeenanJOHN HEENAN
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Tanis HolmTANIS HOLM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Anthony JacksonANTHONY JACKSON
SEC-TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Dustin LeftridgeDUSTIN LEFTRIDGE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jenna LyonsJENNA LYONS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jinnifer MarimanJINNIFER MARIMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael McKeonMICHAEL MCKEON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Veronica ProcterVERONICA PROCTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Justin StarinJUSTIN STARIN
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Keif StorrarKEIF STORRAR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Samantha TravisSAMANTHA TRAVIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Nathan WagnerNATHAN WAGNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
William RossbachWILLIAM ROSSBACH
AAJ GOVERNOR EMERITUS
- Total calculated
- $0
- Hours/week
- 1
-
Caitlin Boland AarabCAITLIN BOLAND AARAB
AAJ GOVERNOR
- Total calculated
- $0
- Hours/week
- 1
-
Mark KovacichMARK KOVACICH
PAST PRES-EX OFFICIO-AAJ GOV
- Total calculated
- $0
- Hours/week
- 1
-
Joe RuggieroJOE RUGGIERO
AAJ GOVERNOR
- Total calculated
- $0
- Hours/week
- 1
-
Paul OdegaardPAUL ODEGAARD
AAJ DELEGATE
- Total calculated
- $0
- Hours/week
- 1
-
Ben SnipesBEN SNIPES
AAJ DELEGATE
- Total calculated
- $0
- Hours/week
- 1
-
Stacey Tempel-St JohnSTACEY TEMPEL-ST JOHN
PAST PRES-EX OFFICIO
- Total calculated
- $0
- Hours/week
- 1
-
Justin StaplesJUSTIN STAPLES
EX OFFICIO
- Total calculated
- $0
- Hours/week
- 1
-
Conner BottomlyCONNER BOTTOMLY
OUTSTANDING NEW LAWYER
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 2 February 2025
- IRS schema version
- 2023v6.0
- Source object
- 202520419349301872
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.