MONTANA TRIAL LAWYERS ASSOCIATION

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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

1965

Legal Domicile

Principal Officer

ALLEN L SMITH

Phone

4064433124

Tax Period

2024-10-01 to 2025-09-30

MONTANA TRIAL LAWYERS ASSOCIATION, founded in 1965, is a small nonprofit that reported $515K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $495K left a modest 4% surplus.

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 Service Accomplishments

Program 1

Expenses: $91,992 Revenue: $164,917

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...

Program 2

Expenses: $275,980 Revenue: $279,004

MONTANA TRIAL LAWYERS ASSOCIATION PROVIDES SUPPORT AND SERVICES TO HELP ENABLE ITS MEMBERS TO EXCEL IN THEIR PROFESSION AND IN THEIR SERVICE TO CLIENTS.

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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 $350,004

Program Service Revenue $164,917

Investment Income $13

Other Revenue $225

TOTAL REVENUE $515,159

Expense Breakdown

Grants Paid $2,000

Salaries & Benefits $286,888

Fundraising Expenses $0

Program Expenses $367,972

Other Expenses $206,022

TOTAL EXPENSES $494,910

Year-over-Year Comparison

	2024	2023	Change
Revenue	$515,159	$464,369	+0.1%
Expenses	$494,910	$430,059	+0.2%
Net Income	$20,249	$34,310	-0.4%

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

Volunteers

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

$128,984

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALLEN SMTIH	EXECUTIVE DIRECTOR	040.00	Officer	$128,984	$0	$128,984
ANDERS BLEWETT	DIRECTOR	001.00	Director	$0	$0	$0
HILLARY P CARLS	PRESIDENT-AAJ DELEGATE	001.00	Officer Director	$0	$0	$0
DOMENIC COSSI	DIRECTOR	001.00	Director	$0	$0	$0
E KIEL DUCKWORTH	DIRECTOR	001.00	Director	$0	$0	$0
PATRICK FOX	EX OFFICIO - EX PRES	001.00	Director	$0	$0	$0
JOHN HEENAN	EX OFFICIO - EX PRES	001.00	Director	$0	$0	$0
TANIS HOLM	DIRECTOR	001.00	Director	$0	$0	$0
ANTHONY JACKSON	VICE PRESIDENT	001.00	Officer Director	$0	$0	$0
DUSTIN LEFTRIDGE	SECRETARY-TREASURER	001.00	Officer Director	$0	$0	$0
JENNA LYONS	DIRECTOR	001.00	Director	$0	$0	$0
JINNIFER MARIMAN	DIRECTOR	001.00	Director	$0	$0	$0
MICHAEL J MCKEON	DIRECTOR	001.00	Director	$0	$0	$0
VERONICA PROCTER	DIRECTOR	001.00	Director	$0	$0	$0
JUSTIN R STARIN	PRESIDENT-ELECT	001.00	Officer Director	$0	$0	$0
KEIF STORRAR	DIRECTOR	001.00	Director	$0	$0	$0
SAMANTHA TRAVIS	DIRECTOR	001.00	Director	$0	$0	$0
NATHAN WAGNER	DIRECTOR	001.00	Director	$0	$0	$0
MARK KOVACICH	AAJ GOVERNOR-EX OFFICIO-EX PRES	001.00	Director	$0	$0	$0
J BEN EVERETT	DIRECTOR	001.00	Director	$0	$0	$0
JUSTIN STAPLES	EX OFFICIO-EX PRES	001.00	Director	$0	$0	$0
STACY TEMPEL-ST JOHN	EX OFFICIO-EX PRES	001.00	Director	$0	$0	$0
SYDNEY BEST	OUSTANDING NEW LAWYER	001.00	Director	$0	$0	$0
WILLIAM ROSSBACH	AAJ GOVERNOR EMERITUS	001.00	Director	$0	$0	$0
CAITLIN BOLAND AARAB	AAJ GOVERNOR-REJUV	001.00		$0	$0	$0
JORY RUGGIERO	AAJ GOVERNOR	001.00	Director	$0	$0	$0
MATT MURPHY	DIRECTOR	001.00	Director	$0	$0	$0
BEN SNIPES	AAJ DELEGATE	001.00	Director	$0	$0	$0

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
2025	$515,159	$494,910	$305,817	$20,249
2024	$464,369	$430,059	$283,537	$34,310
2023	$607,585	$568,566	$272,073	$39,019
2022	$417,476	$428,308	$206,170	$-10,832
2021	$416,451	$365,372	$225,156	$51,079
2020	$390,651	$326,432	$175,262	$64,219
2019	$388,062	$405,440	$108,627	$-17,378
2018	$393,816	$411,096	$122,665	$-17,280