MONTANA LEGAL SERVICES ASSOCIATION (EIN 810298262) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1966

Legal Domicile

Principal Officer

CRAIG COWIE

Phone

4064429830

Tax Period

2024-01-01 to 2024-12-31

MONTANA LEGAL SERVICES ASSOCIATION, founded in 1966, is a mid-sized nonprofit that reported $10.3M in total revenue in fiscal year 2024. Expenses of $9.9M left a modest 4% surplus.

Mission

PROVISION OF FREE LEGAL SERVICES TO ELIGIBLE LOW INCOME MONTANANS IN NON-CRIMINAL CASES

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $10,318,422

Program Service Revenue $9,818

Investment Income $10,563

Other Revenue $0

TOTAL REVENUE $10,338,803

Expense Breakdown

Grants Paid $2,808,794

Salaries & Benefits $5,621,591

Fundraising Expenses $87,917

Program Expenses $8,541,535

Other Expenses $1,456,438

TOTAL EXPENSES $9,886,823

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,338,803	$9,976,481	+0.0%
Expenses	$9,886,823	$9,812,255	+0.0%
Net Income	$451,980	$164,226	+1.8%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

111

Volunteers

120

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$156,578

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MORGAN DAKE	TRUSTEE	1.00	Director	$0	$0	$0
JAMES PATTEN	PAST PREDISENT	1.00	Officer Director	$0	$0	$0
PROFESSOR CRAIG COWIE	PRESIDENT	1.00	Officer Director	$0	$0	$0
SHAWN REAGOR	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DON SAUNDERS	TRUSTEE	1.00	Director	$0	$0	$0
HON JOHN LARSON	TRUSTEE	1.00	Director	$0	$0	$0
MARY REEVES	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
PEGGY PROBASCO	TRUSTEE	1.00	Director	$0	$0	$0
TERRYL MATT	TRUSTEE	1.00	Director	$0	$0	$0
KATHLEEN JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
SEAN MORRISON	TRUSTEE	1.00	Director	$0	$0	$0
MISTY DAVIS	TRUSTEE	1.00	Director	$0	$0	$0
NICOLE HAMILTON	TRUSTEE	1.00	Director	$0	$0	$0
SARAH RIDDLE	TRUSTEE	1.00	Director	$0	$0	$0
ALISON PAUL	EXECUTIVE DIRECTOR	35.00	Officer	$132,734	$23,844	$156,578

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$10,338,803	$9,886,823	$3,027,068	$451,980
2023	$9,976,481	$9,812,255	$2,381,567	$164,226
2022	$6,487,811	$6,507,945	$2,522,174	$-20,134
2021	$5,662,275	$5,700,901	$1,685,531	$-38,626
2020	$5,528,622	$5,035,408	$2,172,402	$493,214
2019	$4,146,027	$4,184,862	$1,151,808	$-38,835
2018	$3,648,361	$3,414,263	$972,076	$234,098

MONTANA LEGAL SERVICES ASSOCIATION