Form 990 for tax year 2022

Totals

Total revenue

$2,573,296

Total expenses

$583,985

Contributions and grants received

$1,631,624

Grants paid

$315,482

Program service revenue

$865,868

Investment income

$75,804

Other revenue

$0

Total assets, end of year

$3,866,493

Total liabilities, end of year

$415,446

Net assets or fund balances, end of year

$3,451,047

Program services expenses (Part IX)

$380,732

Management and general expenses

$193,528

Fundraising expenses

$9,725

Program service expenses (Part III)

$380,732

Program services were 65.2% 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.

Mission and programs · 2022

• INTEREST ON LAWYERS TRUST ACCOUNTS PROGRAM (IOLTA): A LAW-RELATED PUBLIC SERVICE PROGRAM THAT STRENGTHENS OUR JUSTICE SYSTEM. IOLTA GENERATES FUNDS THAT ARE USED TO SUPPORT LEGAL AID, LEGAL EDUCATION FOR THE PUBLIC, AND OTHER ACTIVITIES THAT IMPROVE ACCESS TO THE QUALITY OF JUSTICE IN MONTANA. THROUGH A COMPREHENSIVE GRANT PROGRAM, THE MJF STRATEGICALLY AND OBJECTIVELY ALLOCATES ITS RESOURCES TO DOZENS OF OUTSTANDING LEGAL AID ORGANIZATIONS AND ACCESS TO JUSTICE INITIATIVES THROUGHOUT THE STATE.

  Expenses $321,293 · Grants $304,982 · Revenue $865,868

• COMMUNITY EDUCATION & GRANTEE SUPPORT: THE MJF IS A CONVENING FORCE THAT FOSTERS INNOVATION. WITH OUR STRONG TIES TO THE STATE BAR, OUR SOLID RELATIONSHIP WITH THE COURT SYSTEM, AND OUR IMPORTANT ROLE IN THE ACCESS TO JUSTICE, PUBLIC INTEREST LAW AND PHILANTHROPIC COMMUNITIES, THE MJF HAS AN EXCEPTIONAL ABILITY TO BRING TOGETHER DIVERSE STAKEHOLDERS TO INNOVATIVELY ADDRESS THE COMMON NEEDS AND COLLECTIVE CHALLENGES FACING LEGAL AID ORGANIZATIONS AND TACKLE SYSTEMIC BARRIERS TO ACCESS TO JUSTICE. THROUGH COMMUNITY EDUCATION & GRANTEE SUPPORT THE MJF REACHES OUT TO MONTANA'S LOCAL COMMUNITIES, CORPORATIONS, AND GOVERNMENT TO RAISE AWARENESS OF THE IMPORTANCE OF AND NEED FOR CIVIL LEGAL AID AND ACCESS TO JUSTICE INITIATIVES IN THE STATE.

  Expenses $16,313

• LOAN REPAYMENT ASSISTANCE PROGRAM (LRAP): THE FOUNDATION MAKES LOANS TO INDIVIDUALS THROUGH THE FOUNDATIONS LOAN REPAYMENT ASSISTANCE PROGRAM (LEGAL AID LOANS). THIS PROGRAM IS FOR LAW SCHOOL GRADUATES DEDICATED TO PROVIDING LEGAL AID TO LOW-INCOME INDIVIDUALS AND FAMILIES IN MONTANA, AND ASSISTS LEGAL AID LAWYERS WORKING FOR MONTANA LEGAL AID ORGANIZATIONS BY REDUCING THE BURDEN OF SIGNIFICANT DEBT INCURRED TO FINANCE THEIR LAW SCHOOL EDUCATION. A MAXIMUM LOAN AMOUNT OF $2,500 PER YEAR MAY BE AWARDED. APPLICANTS MUST MEET CERTAIN ELIGIBILITY REQUIREMENTS. THERE ARE TWO ENROLLMENT PERIODS. THE FIRST ENROLLMENT PERIOD HAS AN APPLICATION DEADLINE OF MAY 15. APPLICANTS APPROVED UNDER THIS ENROLLMENT PERIOD WILL RECEIVE DISBURSEMENTS SEMI-ANNUALLY IN JULY AND JANUARY. THE SECOND ENROLLMENT PERIOD HAS AN APPLICATION DEADLINE OF NOVEMBER 15. APPLICANTS APPROVED UNDER THIS ENROLLMENT PERIOD WILL RECEIVE DISBURSEMENTS SEMI-ANNUALLY IN JANUARY AND JULY. THE FOUNDATION EXPECTS TO FORGIVE SUBSTANTIALLY ALL OF THE LOANS. ACCORDINGLY, THE OUTSTANDING LOAN BALANCE IS OFFSET BY AN ALLOWANCE. THESE LOANS DO NOT ACCRUE INTEREST.

  Expenses $26,813 · Grants $10,500

• OTHER PROGRAM SERVICE: LAW RELATED EDUCATION AND OTHER LAW RELATED PROGRAM SERVICE ACTIVITIES

  Expenses $16,313

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

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

• MONTANA LEGAL SERVICES ASSOCIATION

  $215,000

  LEGAL AID

• TRUST MONTANA

  $13,482

  LEGAL AID

• YWCA BILLINGS

  $10,000

  LEGAL AID

• MONTANA FAIR HOUSING

  $7,500

  LEGAL AID

• SAFE HARBOUR INC

  $7,500

  CHILD ADVOCACY PROGRAM

• CASA FOR KIDS INC

  $7,000

  CHILD ADVOCACY PROGRAM

• CASA OF YELLOWSTONE COUNTY

  $6,000

  IMPROVE THE ADMINISTRATION OF JUSTICE AND ACCESS TO SERVICES FOR CHILDREN IN FOSTER CARE

• COMMUNITY DISPUTE RESOLUTION CENTER OF MISSOULA COUNTY

  $6,000

  EXPANDING ALTERNATIVE DISPUTE RESOLUTION SERVICES TO LOW-INCOME MONTANANS

• CASA OF LAKE & SANDERS COUNTIES

  $5,000

  SUPPORT FOR CASA PROGRAM

Provenance

Return type

form_990

Tax year

2022

Filed

22 December 2023

IRS schema version

2022v5.0

Source object

202400199349300015

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