Nonprofit · EIN 81-0385019
MONTANA TRIAL LAWYERS ASSOCIATION
Tax-exempt · HELENA, MT 59624
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $515,159 | $494,910 | $20,249 | $305,817 | $0 | $305,817 |
| September 30, 2024 | 990 | $464,369 | $430,059 | $34,310 | $283,537 | $0 | $283,537 |
| September 30, 2023 | 990 | $607,585 | $568,566 | $39,019 | $272,073 | $0 | $272,073 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $350,004
- Membership dues
- $279,004
- Program service revenue
- $164,917
- Investment income
- $13
- Other revenue
- $225
Expenses
- Grants and similar amounts paid
- $2,000
- Compensation of officers, directors and key employees
- $128,984
- Other salaries and wages
- $82,141
- Salaries, compensation and benefits (total)
- $286,888
- Professional fundraising fees
- $0
- Accounting fees
- $1,300
- Occupancy
- $24,150
- Travel
- $3,857
- Program services (functional)
- $367,972
- Management and general (functional)
- $126,938
Balance sheet and other
- Total assets, start of year
- $283,537
- Total assets, end of year
- $305,817
- Total liabilities, end of year
- $0
- Net assets, end of year
- $305,817
- Net assets without donor restrictions
- $305,817
- Gross unrelated business income
- $225
- Gross receipts
- $515,159
- Employees
- 2
- Volunteers
- 89
- Year formed
- 1965
- State of legal domicile
- MT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALLEN SMTIH | EXECUTIVE DIRECTOR Officer | 40 | $128,984 |
| ANDERS BLEWETT | DIRECTOR Trustee or director | 1 | $0 |
| HILLARY P CARLS | PRESIDENT-AAJ DELEGATE Trustee or director, Officer | 1 | $0 |
| DOMENIC COSSI | DIRECTOR Trustee or director | 1 | $0 |
| E KIEL DUCKWORTH | DIRECTOR Trustee or director | 1 | $0 |
| PATRICK FOX | EX OFFICIO - EX PRES Trustee or director | 1 | $0 |
| JOHN HEENAN | EX OFFICIO - EX PRES Trustee or director | 1 | $0 |
| TANIS HOLM | DIRECTOR Trustee or director | 1 | $0 |
| ANTHONY JACKSON | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| DUSTIN LEFTRIDGE | SECRETARY-TREASURER Trustee or director, Officer | 1 | $0 |
| JENNA LYONS | DIRECTOR Trustee or director | 1 | $0 |
| JINNIFER MARIMAN | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL J MCKEON | DIRECTOR Trustee or director | 1 | $0 |
| VERONICA PROCTER | DIRECTOR Trustee or director | 1 | $0 |
| JUSTIN R STARIN | PRESIDENT-ELECT Trustee or director, Officer | 1 | $0 |
13 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEIF STORRAR | DIRECTOR Trustee or director | 1 | $0 |
| SAMANTHA TRAVIS | DIRECTOR Trustee or director | 1 | $0 |
| NATHAN WAGNER | DIRECTOR Trustee or director | 1 | $0 |
| MARK KOVACICH | AAJ GOVERNOR-EX OFFICIO-EX PRES Trustee or director | 1 | $0 |
| J BEN EVERETT | DIRECTOR Trustee or director | 1 | $0 |
| JUSTIN STAPLES | EX OFFICIO-EX PRES Trustee or director | 1 | $0 |
| STACY TEMPEL-ST JOHN | EX OFFICIO-EX PRES Trustee or director | 1 | $0 |
| SYDNEY BEST | OUSTANDING NEW LAWYER Trustee or director | 1 | $0 |
| WILLIAM ROSSBACH | AAJ GOVERNOR EMERITUS Trustee or director | 1 | $0 |
| CAITLIN BOLAND AARAB | AAJ GOVERNOR-REJUV | 1 | $0 |
| JORY RUGGIERO | AAJ GOVERNOR Trustee or director | 1 | $0 |
| MATT MURPHY | DIRECTOR Trustee or director | 1 | $0 |
| BEN SNIPES | AAJ DELEGATE Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 27 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AL SMITH | EXECUTIVE DIRECTOR Officer | 40 | $121,984 |
| ANDERS BLEWETT | DIRECTOR Trustee or director | 1 | $0 |
| HILLARY P CARLS | PRESIDENT ELECT Trustee or director, Officer | 1 | $0 |
| E KIEL DUCKWORTH | DIRECTOR Trustee or director | 1 | $0 |
| DOMENIC COSSI | DIRECTOR Trustee or director | 1 | $0 |
| PATRICK FOX | DIRECTOR Trustee or director | 1 | $0 |
| JOHN HEENAN | PRESIDENT Trustee or director, Officer | 1 | $0 |
| TANIS HOLM | DIRECTOR Trustee or director | 1 | $0 |
| ANTHONY JACKSON | SEC-TREASURER Trustee or director, Officer | 1 | $0 |
| DUSTIN LEFTRIDGE | DIRECTOR Trustee or director | 1 | $0 |
| JENNA LYONS | DIRECTOR Trustee or director | 1 | $0 |
| JINNIFER MARIMAN | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL MCKEON | DIRECTOR Trustee or director | 1 | $0 |
| VERONICA PROCTER | DIRECTOR Trustee or director | 1 | $0 |
| JUSTIN STARIN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| KEIF STORRAR | DIRECTOR Trustee or director | 1 | $0 |
| SAMANTHA TRAVIS | DIRECTOR Trustee or director | 1 | $0 |
| NATHAN WAGNER | DIRECTOR Trustee or director | 1 | $0 |
| WILLIAM ROSSBACH | AAJ GOVERNOR EMERITUS Trustee or director | 1 | $0 |
| CAITLIN BOLAND AARAB | AAJ GOVERNOR Trustee or director | 1 | $0 |
| MARK KOVACICH | PAST PRES-EX OFFICIO-AAJ GOV Trustee or director | 1 | $0 |
| JOE RUGGIERO | AAJ GOVERNOR Trustee or director | 1 | $0 |
| PAUL ODEGAARD | AAJ DELEGATE Trustee or director | 1 | $0 |
| BEN SNIPES | AAJ DELEGATE Trustee or director | 1 | $0 |
| STACEY TEMPEL-ST JOHN | PAST PRES-EX OFFICIO | 1 | $0 |
| JUSTIN STAPLES | EX OFFICIO Trustee or director | 1 | $0 |
| CONNER BOTTOMLY | OUTSTANDING NEW LAWYER Trustee or director | 1 | $0 |
990 for the year ended September 30, 2023: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ALLEN SMITH | EXECUTIVE DIRECTOR Officer | 40 | $115,079 | $115,079 |
| ANDERS BLEWETT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DOMENIC COSSI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HILLARY P CARLS | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JENNA LYONS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JIM HUNT | AAJ DELEGATE - EX PRES - EX OFFICIO Trustee or director | 1 | $0 | $0 |
| JINNIFER MARIMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN HEENAN | PRESIDENT-ELECT Trustee or director, Officer | 1 | $0 | $0 |
| JORY RUGGIERO | AAJ GOVERNOR Trustee or director | 1 | $0 | $0 |
| JUSTIN R STARIN | SECRETARY - TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JUSTIN STAPLES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARK KOVACICH | AAJ GOVERNOR - EX PRES - EX OFFICIO Trustee or director | 1 | $0 | $0 |
| MICHAEL J MCKEON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PATRICK FOX | DIRECTOR Trustee or director, Officer | 1 | $0 | $0 |
| PAUL D ODEGAARD | AAJ DELEGATE Trustee or director | 1 | $0 | $0 |
| SAMANTHA TRAVIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STACY TEMPEL-ST JOHN | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| TANIS HOLM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VERONICA PROCTER | AAJ GOVERNOR Trustee or director | 1 | $0 | $0 |
| WILLIAM ROSSBACH | AAJ GOVERNOR EMERITUS Trustee or director | 1 | $0 | $0 |
| KEIF STORRAR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DUSTIN LEFTRIDGE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NATHAN WAGNER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAMES MOLLOY | PAST PRESIDENT - EX OFFICIO Trustee or director | – | $0 | $0 |
| BEN SNIPES | AAJ DELEGATE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 838, HELENA, MT 59624-0838
- Principal officer (990 for 2024)
- ALLEN L SMITH, PO BOX 838, HELENA, MT 59624
- Signed the 990
- ALLEN SMTIH, EXECUTIVE DIRECTOR
- Phone
- (406) 443-3124
- Return prepared by
- AC FREE RANGE CPA
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;AND NBSP;THOSE NBSP;WHOSE NBSP;RIGHTS NBSP;ARE NBSP;JEOPARDIZED
Program accomplishments
- MONTANA TRIAL LAWYERS ASSOCIATION SPONSORS PREMIER CONTINUING LEGAL EDUCATION SEMINARS. IT ALSO 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 $91,992 · revenue $164,917
- MONTANA TRIAL LAWYERS ASSOCIATION PROVIDES SUPPORT AND SERVICES TO HELP ENABLE ITS MEMBERS TO EXCEL IN THEIR PROFESSION AND IN THEIR SERVICE TO CLIENTS.Expenses $275,980 · revenue $279,004
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 81-0385019
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1982
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $305,817
- Income (IRS master file)
- $515,159
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $515,159 | $494,910 | $305,817 | XML |
| 990 | September 2024 | $464,369 | $430,059 | $283,537 | XML |
| 990 | September 2023 | $607,585 | $568,566 | $272,073 | XML |
| 990 | September 2022 | $417,476 | $428,308 | $206,170 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-0385019).
Questions about MONTANA TRIAL LAWYERS ASSOCIATION
- What is the EIN of MONTANA TRIAL LAWYERS ASSOCIATION?
- The employer identification number (EIN) of MONTANA TRIAL LAWYERS ASSOCIATION is 81-0385019.
- Is MONTANA TRIAL LAWYERS ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1982.
- Are donations to MONTANA TRIAL LAWYERS ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MONTANA TRIAL LAWYERS ASSOCIATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MONTANA TRIAL LAWYERS ASSOCIATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTANA TRIAL LAWYERS ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of MONTANA TRIAL LAWYERS ASSOCIATION?
- The 990 for the year ended September 30, 2025 names ALLEN L SMITH.
- Who are the officers and directors of MONTANA TRIAL LAWYERS ASSOCIATION?
- The 990 for the year ended September 30, 2025 lists 28 people; 1 received compensation from the organization, the highest $128,984 (ALLEN SMTIH, EXECUTIVE DIRECTOR).
- How much revenue does MONTANA TRIAL LAWYERS ASSOCIATION have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $515,159, expenses of $494,910 and total assets of $305,817 at year end.
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