State Bar of Montana


State Bar of Montana

SBM's mission is to foster, maintain and require on the part of attorneys better standards of integrity, learning, competence, public service and to safeguard proper professional interests of the local bar associations. Members are Montana attorneys in good standing, united to improve the availability and administration of quality legal services. Membership: $495 (Active); $215 (Inactive); $170 (Active Military); $50 (Senior); $0 (Emeritus and Judicial).

Organization Type:
State or Regional Association
Acronym:
SBM
Tax Exempt Status:
501(c)(9)
Industry:
Law/Law Firms
Year Founded:
1974
Address:
33 S. Last Chance Gulch St.
P.O. Box 577 Helena, MT 59624-0577
Telephone:
Fax:
Website:
Staff:
15
Members:
4,742 Members
Certification Programs:
CLE


Financial Snapshot

 

Total revenues: $95,664


Year - 2017
1st-yr growth
-324.43%
 
 
 
 
 
Year by Year
Revenue
 
Program service revenue
 
Investment income

Total expenses: $44,331


Year - 2017
1st-yr growth
-69.76%
 
 
 
 
 
Year by Year
Expenses
 
Other fees
 
Management fees

Total assets: $1,766,281


Year - 2017
1st-yr growth
10.14%
 
 
 
 
 
Year by Year
Assets
 
Investments in publicly traded securities
 
Savings and temporary cash investments

Total Liabilities: $34,293


Year - 2017
1st-yr growth
-16.02%
 
 
 
 
 
Year by Year
Liabilities
 
Other liabilities

   Revenue:

Revenue: Amount ($)
Program service revenue 50,615
Investment income 45,049
Royalties 0
Sales of non-inventory assets 0
Net rental income 0
Miscellaneous revenue 0
Gaming income 0
Tax-exempt bond proceeds 0
Fundraising income 0
Total contributions 0
Income from sales of inventory 0
Total Revenue:

$95,664

1-yr growth
-324.43%
Program service revenue
Investment income

   Expenses:

Expenses: Amount ($)
Other fees 24,190
Management fees 20,141
Legal fees 0
Accounting fees 0
Lobbying fees 0
Professional fundraising fees 0
Investment management fees 0
Advertising and promotion 0
Office expenses 0
Information technology 0
Royalties 0
Occupancy 0
Travel 0
Travel/entertainment expenses to public officials 0
Conferences, conventions, meetings 0
Interest expense 0
Payments to affiliates 0
Depreciation, depletion, amortization 0
Insurance 0
Other expenses 0
Grants to governments/orgs in the US 0
Grants to individuals in the US 0
Grants to orgs and individuals outside the US 0
Benefits paid to or for members 0
Compensation of current officers, directors, etc 0
Compensation of disqualified persons 0
Compensation for non-officers/directors 0
Pension plan contributions 0
Other employee benefits 0
Payroll taxes 0
Total Expenses:

$44,331

1-yr growth
-69.76%
Other fees
Management fees

   Assets:

Assets: Amount ($)
Investments in publicly traded securities 1,499,714
Savings and temporary cash investments 266,567
Receivables from officers, directors, etc. 0
Receivables from disqualified persons 0
Notes and loans receivables 0
Program-related investments 0
Intangible assets 0
Other assets 0
Pledges and grants receivable 0
Land, buildings, & equipment (net) 0
Cash -- non-interest bearing 0
Accounts receivable 0
Prepaid expenses or deferred charges 0
Inventories for sale or use 0
Investments in other securities 0
Total Assets:

$1,766,281

1-yr growth
10.14%
Investments in publicly traded securities
Savings and temporary cash investments

   Liabilities:

Liabilities: Amount ($)
Other liabilities 34,293
Deferred revenue 0
Tax-exempt bond liabilities 0
Escrow or custodial account liability 0
Loans and other payables to officers, directors, etc. 0
Secured mortgages and notes payabl 0
Unsecured mortgages and notes payable 0
Grants payable 0
Accounts payable and accrued expenses 0
Total Liabilities:

$34,293

1-yr growth
-16.02%
Other liabilities

   Net Assets:

Net Assets: Amount ($)
Unrestricted net assets 1,731,988
Temporarily restricted net assets 0
Permanently restricted net assets 0
Total Net Assets:

$1,731,988

1-yr growth
10.75%
Unrestricted net assets

Key Staff

  
Name Ascending
Title 
Function 
Add Prospect 
Betsy Brandborg Bar Counsel Legal ...X
Eric Nord President Board Member, Chief Executive Officer, Senior Executive ...X
Gino Dunfee Contact, Fee Arbitration and Lawyers' Fund Administration, Legal ...X
Jason Holden Secretary and Treasurer Administration, Board Member, Finance ...X
Joe Menden Contact, Communications and Editor, Montana Lawyer magazine Communications/Public Relations, Publications ...X
John Mudd Executive Director Executive Director ...X
Juli Pierce President Elect Board Member, Senior Executive ...X
Kate Ellis Chair of the Board Chairman of the Board ...X
Kathie Lynch Contact, Admissions, Exam, Character and Fitness Administration, Education, Legal ...X
Kathy Powers Contact, MCLE Reporting and Accreditation Administration, Education ...X
Meagan Gallagher Coordinator, Events Conference Committee Chair, Conventions/Meetings ...X
Metta Hallinan Reception Administration ...X
Mike Larson Coordinator, Lawyer Assistance Program Administration, Legal ...X
Sam Alpert Contact, Technology and Information Technology Assistance Computer/Information Technology ...X
Stacy Sherman Contact, Accounting Finance ...X

Meetings/Conferences

Year Descending
Name 
Location 
Facility 
From 
To 
Attendance 
Exhibitors 
Facility Amenities 
20182018 Annual Meeting Kalispell , MT , United States Red Lion Hotel September 19 September 22    ...X
2016Annual Meeting 2016 Great Falls , MT , United States Holiday Inn Great Falls September 21 September 23   Convention Center, Casino...X
2015State Bar Annual Meeting Missoula , MT , United States Holiday Inn Missoula September 9 September 11   Casino...X

Publications

Name 
Frequency 
Advertising 
Membership DirectoryonlineNo...X
The Montana Lawyer magazinemonthlyNo...X

Recent Lobbying Spending

Source: Lobbying Disclosure Electronic Filings, Office of the Clerk, U.S House of Representatives.

2019 Q4: $0
2019 Q3: $0
2019 Q2: $0
2019 Q1: $0
2018: $0


PAC Details

Name: -



FEC ID: -



Last updated: -


PAC Contributions

(-)

Outside Representation

Firm Name Ascending
Reg/ Term 
Date 
  This organization has no outside representation data available.
 

Legislative Issue Focus

Source: Lobbying Disclosure Electronic Filings, Office of the Clerk, U.S House of Representatives.

This organization has no legislative issue data available.

Active Legislation

This organization has no active legislation data available.

Contractors

Contractor Ascending
Service Category 
Reported Year Descending
Reported Compensation 
CMC CONSULTING CONSULTANT2017 - ...X
WIPFLI LLP Audit Services2017 - ...X
ALLIED INVESTMENTS Financial Management2016 - ...X
BANCSERVE, INC. Financial Management2016 - ...X
CMC CONSULTING Financial Management2016 - ...X
DEARBORN NATIONAL LIFE INSURANCE COMPANY Insurance Provider2016 - ...X
MEDIMPACT Financial Management2016 - ...X
MOUNTAIN WEST BENEFIT SOLUTIONS Benefits Provider2016 $94 ...X
PEAK1 ADMINISTRATION, LLC Benefits Provider2016 - ...X
RICHARDS, GARY C. Financial Management2016 - ...X
STATE BAR OF MONTANA Financial Management2016 - ...X
UNUM Insurance Provider2016 - ...X
VSP - VISION SERVICE PLAN Insurance Provider2016 - ...X
WIPLFLI, LLP Financial Management2016 - ...X

***Disclaimer: This information has been sourced from a combination of the IRS Forms 990, 5500, and the Federal Audit Clearinghouse



 
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