2024-01-19T12:32:29-06:00 2023-03-31 480567703 PINION LLC 828 GREAT NORTHERN BOULEVARD HELENA MT 59601 990 2022-04-01 810391131 MONTANA JUSTICE FOUNDATION MONT 4065233920 PO BOX 1917 HELENA MT 59624 ALISSA CHAMBERS EXECUTIVE DIRECTOR 4065233920 2023-12-22 1 ALISSA CHAMBERS 999009999 0 STEVEN JOHNSON P01285908 4064421040 2023-12-22 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ALISSA CHAMBERS PO BOX 1917 HELENA MT 59624 2573296 0 X WWW.MTJUSTICE.ORG X 1979 MT THE MONTANA JUSTICE FOUNDATION FUNDS AND SUPPORTS ORGANIZATIONS COMMITTED TO ENSURING THAT ALL MONTANANS, ESPECIALLY THE VULNERABLE AND UNDERSERVED, HAVE MEANINGFUL ACCESS TO THE CIVIL JUSTICE SYSTEM. THE MONTANA JUSTICE FOUNDATION IS A CHARITABLE, NON-PROFIT ORGANIZATION THAT PROVIDES WAYS FOR ATTORNEYS TO GIVE BACK TO THEIR PROFESSION AND BETTER THE WORLD AROUND THEM. 15 15 5 18 0 0 113012 1631624 252379 865868 63652 75804 0 0 429043 2573296 460942 315482 0 0 156818 169503 0 0 9725 123371 99000 741131 583985 -312088 1989311 2129006 3866493 450260 415446 1678746 3451047 X TO ACHIEVE EQUAL ACCESS TO JUSTICE FOR ALL MONTANANS THROUGH EFFECTIVE FUNDING AND LEADERSHIP. 0 0 321293 304982 865868 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. 16313 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. 26813 10500 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. 16313 OTHER PROGRAM SERVICE: LAW RELATED EDUCATION AND OTHER LAW RELATED PROGRAM SERVICE ACTIVITIES 16313 380732 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MT X X ALISSA CHAMBERS 4065233920 PO BOX 1917 HELENA MT 59624 KATHERINE HUSO TRUSTEE 2.00 X 0 0 0 ASHLEY BURLESON TRUSTEE 2.00 X 0 0 0 CARLO CANTY VICE PRESIDENT 2.00 X X 0 0 0 DON MURRAY TRUSTEE 2.00 X 0 0 0 HON BETH BAKER EX-OFFICIO TRUSTEE 2.00 X 0 0 0 HON DAVID RICE SECRETARY 3.00 X X 0 0 0 HON KATHERINE BIDEGARAY EX-OFFICIO TRUSTEE 2.00 X 0 0 0 HON PATRICIA COTTER TRUSTEE 2.00 X 0 0 0 JOHN HEENEN TRUSTEE 2.00 X 0 0 0 JOHN MUDD EX-OFFICIO TRUSTEE 2.00 X 0 0 0 KIM SCHULKE IMMEDIATE PAST PRESIDENT 3.00 X X 0 0 0 KYLE NELSON PRESIDENT 2.00 X X 0 0 0 MARGARET WEAMER TRUSTEE 3.00 X 0 0 0 MOLLY KELLY TRUSTEE 2.00 X 0 0 0 MICHELE ROBINSON TRUSTEE 2.00 X 0 0 0 MIKE LAMB TRUSTEE 3.00 X 0 0 0 ROBERT MINTO TREASURER 3.00 X X 0 0 0 W RYAN JONES TRUSTEE 3.00 X 0 0 0 NIKI ZUPANIC EXECUTIVE DIRECTOR 40.00 X 53523 0 1606 ALISSA CHAMBERS EXECUTIVE DIRECTOR 40.00 X 25212 0 0 78735 0 1606 0 0 0 0 0 1631624 1631624 IOLTA INCOME 541100 865868 865868 865868 75804 75804 2573296 865868 0 75804 304982 304982 10500 10500 79845 27946 49504 2395 37880 13258 22728 1894 3368 1179 2021 168 27555 9644 16533 1378 20855 7299 12513 1043 14280 14280 44412 42194 2218 985 425 560 5381 5381 9426 9426 13788 4752 8704 332 4286 4286 2324 2324 2699 327 2325 47 DUES/FEES/REGISTRATIONS 1419 420 749 250 583985 380732 193528 9725 -39768 703195 8100 8100 0 0 2168774 3163298 2129006 3866493 6272 3458 443988 411988 450260 415446 X 1625496 3032079 53250 418968 1678746 3451047 2129006 3866493 1989311 -217010 0 X 0 0 0 X 530469 481145 440659 113012 1631624 3196909 530469 481145 440659 113012 1631624 3196909 3196909 107386 99566 71172 63652 75804 417580 3614489 1118247 0.88450 0.83450 X 17500 17500 17500 17500 17500 17500 17500 17500 17500 17500 0.57140 0.42860 0 0 8100 8100 0 0 INVESTMENTS 3163298 C 3163298 X PART V, LINE 4: FUNDS WILL BE USED TO SUPPORT THE ORGANIZATIONS EXEMPT PURPOSE PART X, LINE 2: THE FOUNDATION IS A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THIS CODE SECTION ENABLES THE FOUNDATION TO ACCEPT DONATIONS THAT QUALIFY AS CHARITABLE CONTRIBUTIONS TO THE DONOR. 1 CASA FOR KIDS INC PO BOX 11195 KALISPELL MT 59904 273973281 501(C)3 7000 0 CHILD ADVOCACY PROGRAM CASA OF LAKE & SANDERS COUNTIES PO BOX 511 POLSON MT 59860 462663666 501(C)3 5000 0 SUPPORT FOR CASA PROGRAM CASA OF YELLOWSTONE COUNTY PO BOX 688 BILLINGS MT 59103 481301287 501(C)3 6000 0 IMPROVE THE ADMINISTRATION OF JUSTICE AND ACCESS TO SERVICES FOR CHILDREN IN FOSTER CARE COMMUNITY DISPUTE RESOLUTION CENTER OF MISSOULA COUNTY 1535 LIBERTY LANE SUITE 117A MISSOULA MT 59808 810504583 501(C)3 6000 0 EXPANDING ALTERNATIVE DISPUTE RESOLUTION SERVICES TO LOW-INCOME MONTANANS MONTANA FAIR HOUSING 501 E FRONT STREET SUITE 533 BUTTE MT 59701 810485325 501(C)3 7500 0 LEGAL AID MONTANA LEGAL SERVICES ASSOCIATION 616 HELENA AVE SUITE 100 HELENA MT 59601 810298262 501(C)3 215000 0 LEGAL AID SAFE HARBOUR INC PO BOX 497 RONAN MT 59864 810482335 501(C)3 7500 0 CHILD ADVOCACY PROGRAM TRUST MONTANA 1500 BURNS STREET MISSOULA MT 59802 453204921 501(C)3 13482 0 LEGAL AID YWCA BILLINGS 909 WYOMING AVENUE BILLINGS MT 59101 810229386 501(C)3 10000 0 LEGAL AID 10 0 STUDENT LOAN PAYMENT ASSISTANCE TO PUBLIC INTEREST LAWYERS IN MONTANA 6 10500 PART I, LINE 2: THE MJF REQUIRES ITS GRANTEES TO PROVIDE STANDARD MID-YEAR AND YEAR-END REPORTS INCLUDING REVIEWED FINANCIAL STATEMENTS AND AUDIT IF AVAILABLE. THE EXECUTIVE DIRECTOR AND GRANTS COMMITTEE OF THE BOARD REVIEW GRANTEE REPORTS AND FURTHER MONITOR GRANTEE ACTIVITIES THROUGH PERIODIC INTERVIEWS AND SITE VISITS THROUGHOUT THE YEAR. LOAN REPAYMENT ASSISTANCE PROGRAM PARTICIPANTS ARE REQUIRED TO CERTIFY THE CURRENT STATUS OF THEIR EMPLOYMENT WITH A QUALIFYING EMPLOYER, PROVIDE DOCUMENTATION OF THE PROPER USE OF THE PROGRAM LOANS, AND ARE ASKED TO PARTICIPATE IN AN EXIT INTERVIEW WHEN THEY VOLUNTARILY LEAVE OR GRADUATE FROM THE PROGRAM. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WILL PROVIDED TO THE GOVERNING BODY BEFORE IT IS FILED WITH THE IRS, BUT NO FORMAL REVIEW PROCESS WILL BE COMPLETED BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C AT EACH ANNUAL RETREAT OF THE BOARD OF DIRECTORS AND STAFF, DIRECTORS AND STAFF REVIEW ANY POTENTIAL CONFLICTS OF INTEREST THAT MIGHT EXIST AMONG THEMSELVES AND ANY ORGANIZATIONS WITH WHICH THEY ARE AFFILIATED. ALL DIRECTORS AND STAFF SIGN STATEMENTS DISCLAIMING ANY CONFLICTS OF INTEREST OR FULLY DESCRIBE ANY THAT DO EXIST. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS MEETS ANNUALLY TO REVIEW THE PERFORMANCE OF THE ORGANIZATION'S EXECUTIVE DIRECTOR. THE COMMITTEE REVIEWS THE SALARY LEVELS OF SIMILARLY SITUATED EXECUTIVE DIRECTORS IN ORDER TO ESTABLISH COMPENSATION AND PERFORMANCE GUIDELINES. THE EXECUTIVE COMMITTEE RECOMMENDS SALARY FIGURES TO THE FULL BOARD IN EXECUTIVE SESSION, WHERE THE SALARY AMOUNT IS DECIDED IN THE ABSENCE OF THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST.