Civic Intelligence

Montana Trial Lawyers Association

EIN 81-0385019 • 501(c)6 • Helena, MT

Profile

The montana trial lawyers association is a member organization for montana attorneys who represent litigants to secure a just result for the injured, the accused, and those whose rights are jeopardized.

PO Box 838Helena, MT 59624

www.monttla.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Net Margin

51st percentile

3.9%

Higher net margin than 51% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

81st percentile

$128,984

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 25.0% of source-year revenue.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Asset Growth

61st percentile

7.9%

Faster asset growth than 61% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$305,817

Up $33,744 (+12%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$305,817

Up $33,744 (+12%) from 2023

Revenue

Down

$515,159

Down $92,426 (-15%) from 2023

Expenses

Down

$494,910

Down $73,656 (-13%) from 2023

Net Income

Down

$20,249

Down $18,770 (-48%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2010: $71,628Liabilities 2010: $0Net Assets 2010: $71,6282010Assets 2011: $90,234Liabilities 2011: $0Net Assets 2011: $90,2342011Assets 2012: $116,875Liabilities 2012: $0Net Assets 2012: $116,8752012Assets 2013: $142,922Liabilities 2013: $0Net Assets 2013: $142,9222013Assets 2014: $149,642Liabilities 2014: $0Net Assets 2014: $149,6422014Assets 2015: $145,649Liabilities 2015: $0Net Assets 2015: $145,6492015Assets 2016: $159,713Liabilities 2016: $0Net Assets 2016: $159,7132016Assets 2017: $142,267Liabilities 2017: $0Net Assets 2017: $142,2672017Assets 2018: $122,665Liabilities 2018: $0Net Assets 2018: $122,6652018Assets 2019: $108,627Liabilities 2019: $0Net Assets 2019: $108,6272019Assets 2020: $175,262Liabilities 2020: $0Net Assets 2020: $175,2622020Assets 2021: $225,156Liabilities 2021: $0Net Assets 2021: $225,1562021Assets 2022: $206,170Liabilities 2022: $0Net Assets 2022: $206,1702022Assets 2023: $272,073Liabilities 2023: $0Net Assets 2023: $272,0732023Assets 2025: $305,817Liabilities 2025: $0Net Assets 2025: $305,8172025

Highlighted filing

2025

Assets$305,817
Liabilities$0
Net Assets$305,817

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2010: $303,996Expenses 2010: $292,253Net Income 2010: $11,7432010Revenue 2011: $374,916Expenses 2011: $358,368Net Income 2011: $16,5482011Expenses 2012: $334,7832012Expenses 2013: $342,1012013Revenue 2014: $349,172Expenses 2014: $342,143Net Income 2014: $7,0292014Revenue 2015: $357,796Expenses 2015: $363,186Net Income 2015: -$5,3902015Revenue 2016: $383,995Expenses 2016: $371,305Net Income 2016: $12,6902016Revenue 2017: $373,635Expenses 2017: $390,479Net Income 2017: -$16,8442017Revenue 2018: $393,816Expenses 2018: $411,096Net Income 2018: -$17,2802018Revenue 2019: $388,062Expenses 2019: $405,440Net Income 2019: -$17,3782019Revenue 2020: $390,651Expenses 2020: $326,432Net Income 2020: $64,2192020Revenue 2021: $416,451Expenses 2021: $365,372Net Income 2021: $51,0792021Revenue 2022: $417,476Expenses 2022: $428,308Net Income 2022: -$10,8322022Revenue 2023: $607,585Expenses 2023: $568,566Net Income 2023: $39,0192023Revenue 2025: $515,159Expenses 2025: $494,910Net Income 2025: $20,2492025

Highlighted filing

2025

Revenue$515,159
Expenses$494,910
Net Income$20,249

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.06$0.00$3.06$5.15$4.95$0.20
2023Summary only. Only limited summary data is available for this year.$2.72$0.00$2.72$6.08$5.69$0.39
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.06$4.17$4.28$0.11
2021Summary only. Only limited summary data is available for this year.$2.25$0.00$2.25$4.16$3.65$0.51
2020Summary only. Only limited summary data is available for this year.$1.75$0.00$1.75$3.91$3.26$0.64
2019Summary only. Only limited summary data is available for this year.$1.09$0.00$1.09$3.88$4.05$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$3.94$4.11$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.00$1.42$3.74$3.90$0.17
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.00$1.60$3.84$3.71$0.13
2015Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$3.58$3.63$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$3.49$3.42$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.00$1.43$3.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.00$1.17$3.35
2011Summary only. Only limited summary data is available for this year.$0.90$0.00$0.90$3.75$3.58$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.00$0.72$3.04$2.92$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Feb 2, 2025
Return Version
2024v5.2
Gross Receipts
$515,159
Mission and Program Overview

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

A member organization for montana attorneys who represent litigants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$179,836$200,904▲ $21,068
Cash and Non-Interest-Bearing Accounts$103,701$104,913▲ $1,212
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$283,537$305,817▲ $22,280
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$283,537$305,817▲ $22,280
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$283,537$305,817▲ $22,280
Total Liabilities and Net Assets / Fund Balance$283,537$305,817▲ $22,280
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Allen SmtihExecutive DirectorFT$128,984$128,984

Board Members and Trustees

NameTitle
Hillary P CarlsPresident-aaj Delegate
Justin R StarinPresident-elect
Anthony JacksonVice President
Anders BlewettDirector
Domenic CossiDirector
E Kiel DuckworthDirector
J Ben EverettDirector
Jenna LyonsDirector
Jinnifer MarimanDirector
Keif StorrarDirector
Matt MurphyDirector
Michael J MckeonDirector
Nathan WagnerDirector
Samantha TravisDirector
Tanis HolmDirector
Veronica ProcterDirector
Ben SnipesAaj Delegate
Jory RuggieroAaj Governor
William RossbachAaj Governor Emeritus
Mark KovacichAaj Governor-ex Officio-ex Pres
Caitlin Boland AarabAaj Governor-rejuv
John HeenanEx Officio - Ex Pres
Patrick FoxEx Officio - Ex Pres
Justin StaplesEx Officio-ex Pres
Stacy Tempel-st JohnEx Officio-ex Pres
Sydney BestOustanding New Lawyer
Dustin LeftridgeSecretary-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$350,004
Program Service Revenue
$164,917
Investment Income
$13
Other Revenue
$225
All Other Contributions
$71,000
Change in Net Assets
$20,249
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$286,888
Other Expenses$206,022
Grants and Similar Amounts Paid$2,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$128,984--$128,984
Conferences and Meetings$91,992--$91,992
Other Salaries and Wages$47,070$35,071-$82,141
Pension Plan Contributions$33,148$24,508-$57,656
Occupancy$24,150--$24,150
Advertising$18,449--$18,449
Other Expenses-$18,276-$18,276
Payroll Taxes$10,376$7,731-$18,107
Information Technology$3,813$3,812-$7,625
Travel$3,857--$3,857
All Other Expenses$2,874--$2,874
Office Expenses$1,259$1,259-$2,518
Grants to Domestic Orgs$2,000--$2,000
Insurance-$1,655-$1,655
Fees for Services Management-$1,422-$1,422
Fees for Services Accounting-$1,300-$1,300
Total Functional Expenses$367,972$126,938$0$494,910
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
Yes
Lobbying activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$34,865
Political Expenditures$9,891
Total Nondeductible Lobbying and Political Cost$-458,243
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Section A, Line 2

Business realtionships between the following directors domenic cossi and jory ruggiero jinnifer mariman and dustin leftridge mark kovacich and ben snipes and sydney best, conner bottomly and justin staples.

Part VI, Section A, Line 6

The organization has members and its charitable purposes are to encourage the professional betterment of its membership as a whole.

Part VI, Section A, Line 7A

The bylaws for the organization provide for the board to be elelcted by its membership body.

Part VI, Section B, Line 12C

Each director, prinicpal officer, and member of a committee with governing board-delegaed powers, shall annually sign a statement affirming such person 1. Has recieved a copy of the conflict-of-interest policy 2. Has read and understands the policy 3. Has agreed to comply with the policy 4. Understands the organization is charitable and, in order to maintain its federal tax exemption, it must engage primarily in activities that accomplish one or more of its tax-exempt purposes. To help ensure the organzation operated in a manner consistent with charitable purposes and does not engage in activities that could jeopardize its tax-exempt status, periodic reviews shall be conducted. Periodic reviews shall include, at a minimum, the following subjects whether 1. Compensation arragenents and benefits are reasonable, based on competent survey information, and the result of arms-length baragining and, 2. Whether partnerships, joint ventures, and arragements with management organizations conform to written policies, are properly recorded, reflect reasonable investment or payment amounts for goods and services, further charitable purposes, and do not result in injurment, impressible private benefit, or an excess benefit transaction.

Part VI, Section B, Line 15A

Periodic reviews are performed to ensure whether compensation and benefits are reasonable based on competent survey information and dealings are representative of arms-length bargining.

Part VII, Line 1A(B)

Day to day management activities of the organization.

Filing and Contact Details

Filer

Filer Name
Montana Trial Lawyers Association
EIN
81-0385019
Phone
4064433124
Address
PO BOX 838, HELENA, MT 59624

Signing Officer

Name
Allen Smtih
Title
Executive Director
Phone
4064433124
Signed
2025-02-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Allen L Smith
Formed
1965
Legal Domicile
Mt
Voting Board Members
27
Independent Board Members
27
Employees
2
Volunteers
89

Preparer

Firm
Ac Free Range CPA
Address
111 N RODNEY ST STE 4, Helena, MT 59601
Preparer
Anthony T Cacace
Phone
4069490775
Raw XML AppendixShowing 400 of 505 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
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