2012 Annual Report - Southern Minnesota Regional Legal Services
Transcription
2012 Annual Report - Southern Minnesota Regional Legal Services
Southern Minnesota Regional Legal Ser vices 2 0 1 2 A N N UA L R E P O RT Over 100 Years B l u e E a r t h B r o w n C a r v e r C o t t o n w o o d D a k o t a D o d g e F a r i b a u l t F i l l m o r e F r e e b o r n G o o d h u e H o u s t o n J a c k s o n L e S u e u r M a r t i n M c L e o d M o w e r M u r r a y N i c o l l e t N o b l e s O l m s t e d P i p e s t o n e R a m s e y R e d w o o d R i c e R o c k S c o t t S i b l e y S t e e l e W a b a s h a W a s e c a W a s h i n g t o n W a t o n w a n W i n o n a 11% 38% 33 of Minnesotans currently live in poverty. (US Census Bureau, 2010) of the state’s poverty population falls within SMRLS’ service area. total number of counties covered by SMRLS, all receiving a full range of legal services. T of Service o all SMRLS friends and colleagues, thank you for your unwavering support of SMRLS and its client-centered mission this past year. And what a dynamic year it has been. The eligible client population throughout SMRLS service area continues to access needed legal assistance. In 2012, with the assistance of a vibrant volunteer attorney panel and others, SMRLS closed nearly 10,000 cases, helping over 25,000 individuals and family members. Another 20,000 persons were helped as a result of community education and outreach initiatives. This high quality, effective legal assistance translates into approximately 3,500 persons being empowered to maintain safe, affordable housing; 2,000 individuals obtaining access to essentials such as food and medical care; and 1,000 children and families remaining free from violence and abuse. Other favorable outcomes were realized in SMRLS’ education law and immigration/naturalization practice areas as well as in its appellate practice. The dynamism of SMRLS staff is second-to-none! While the program is experiencing the Jessie R. Nicholson, Chief Executive Officer loss of some of its most seasoned, professional staff through retirement, fortunately it is able to bring on new and enthusiastic talent to enhance its ability to meet its mission. What a contrast to just a few short years ago when SMRLS experienced a hiring freeze due to the economic downturn! And even with this transition in staff, the average attorney experience level is approximately 17 years. Though perpetually an issue for any non-profit legal aid provider, SMRLS is experiencing some stability in its primary revenue sources. The 2012 state legislative session resulted in a $1.25 million annual increase for statewide civil legal services funding. SMRLS’ share of this increase is approximately 38%, as funding is distributed based on percentage of poverty population served. Additionally, because the 2010 census demonstrated an increase in the poverty population, federal Legal Services Corporation (LSC) funding was increased slightly to reflect growing need. And as you will note elsewhere in the annual report, private and J. Scott Braden, Board President foundation fundraising continues on a good pace. On behalf of SMRLS’ clients, its staff and board, we extend our warmest regards and heartfelt thanks for your past support and ongoing committment to the mission of equal justice. Respectfully, Jessie R. Nicholson, Esq. J. Scott Braden, Esq. SMRLS Chief Executive Officer SMRLS Board President “Thank you so much for helping me to win my case. I have no words strong enough to express my gratitude.” – SMRLS Client Mission & Activities T o provide a full range of high quality legal services to low income persons and eligible client groups in civil matters, in a respectful manner which enables clients to: • • • • enforce their legal rights; obtain effective access to the courts, administrative agencies and forums which constitute our system of justice; maintain freedom from hunger, homelessness, sickness and abuse; empower persons and assure equal opportunity, thus, helping people to help themselves and become economically self-reliant, to the extent their individual abilities and circumstances permit. SMRLS, through a diverse, respectful and fair working environment, and legal assistance and community education activities, shall promote and respect the dignity of low-income persons and shall seek new and effective solutions to the critical and common legal problems of low-income persons which arise in a broad community context. In 2012, SMRLS closed Family 23% 9,935 cases Health Care, Individual Rights, Employment 10% Consumer Law, Farmers 9% and helped a total of 27,631 low-income persons Benefits 16% meet their critical legal needs. Housing 35% Youth, Education, Citizenship 7% Partners in Justice K im was a resident of the Minnesota Veteran’s Home in Hastings when one day she accidentally collided with her roommate in their room. Kim was moving out and her roommate was not supposed to be present. No one was injured but, a few days later, Kim was accused of posing an immediate threat to the health and safety of other residents. She was subsequently discharged from the Home the day after a major snowstorm. With nowhere to go, Kim – who had served as a nurse in the military – became homeless for nearly a year until she connected with SMRLS. In SMRLS, Kim found an ally. As the case quickly escalated, Mike Hagedorn (SMRLS Litigation Coordinator), former SMRLS staff attorney Andrea Jepsen and attorneys from the Briggs and Morgan firm John Degnan and Ankoor Bagchi all signed on. Working as a truly collaborative team, the group filed a civil rights action in district court. At an emergency hearing, they argued that Kim was entitled to a pre-termination hearing, given the vulnerable position of MN Veteran’s Home residents, who are unable to otherwise care for or provide for themselves. The court agreed, granted the injunction, and Kim was readmitted. Subsequently, the team secured a favorable monetary settlement for Kim, allowing her an opportunity to live on her own. In addition to securing safe and stable housing for their client, the team also Mike Hagedorn (Litigation Coordinator, SMRLS), John M. Degnan (Shareholder, Briggs and Morgan), Ankoor Bagchi (Associate Attorney, Briggs and Morgan). ensured that the Home enacted several measures that should already have been in place for all of the veterans in the Home. Among these: home staff were required to receive training in reasonable accommodations from an approved housing agency (such as HUD), to post detailed notices about reasonable accommodations in obvious, in easy-to-read places, and to give reasonable accommodation notices at admission and with discharge notices. Also, the veteran’s ombudsman would receive the notice to allow assistance to the veteran. The discharge notice now must explicitly state that a veteran can remain in the home until he or she receives a decision in a contested hearing. Finally, the settlement resulted in significant attorneys’ fees awarded to SMRLS pursuant to the civil rights action, providing critical support to the pursuit of equal justice. 6% From 2009, homelessness in Minnesota has increased by (Amherst H. Wilder Foundation. “Homelessness in Minnesota,” 2012 Study) A Second Chance M r. Koua Fong Lee was driving home from church with his family on June 10, 2006 when his Toyota Camry accelerated on an exit ramp and hit another vehicle, killing two passengers. Mr. Lee was convicted of criminal vehicular homicide in 2007 and sentenced to 8 years in jail. Two years later, his attorney presented new evidence on the Toyota unintended acceleration problems – millions of vehicles were re-called because of this problem – and Mr. Lee was granted a new trial. The Ramsey County Attorney dismissed the criminal charges against Mr. Lee and he was released from jail in August 2010 after serving over two and a half years. Mr. Lee and his family immigrated to the United States as refugees from Laos in 2004. His wife and children became Lawful Permanent Residents (green card holders) but his application was never approved. Mr. Lee came to SMRLS for assistance following his release from jail. SMRLS attorney Jennifer Stohl Powell investigated his case and found that his green card application was still pending. SMRLS attorney Lou Her accompanied Mr. Lee to his immigration interview and he was approved for his green card. SMRLS then helped Mr. Lee apply to become a United States citizen and accompanied him to his naturalization interview. Mr. Koua Fong Lee was sworn in as a United States citizen on May 16, 2012. 1 in 5 Jennifer Stohl Powell (Senior Leadership Attorney, SMRLS), Koua Fong Lee, Judge Susan Richard Nelson, Panghoua Moua (Mr. Lee’s Wife). of recent immigrants to Minnesota is a refugee or asylee fleeing persecution in their homeland. (Wilder Research / The Minneapolis Foundation. “A New Age of Immigrants: Making Immigration Work for MN,” 2010) Safe at Home Y oung brothers, Travis and Taylor, were living in extremely unsafe conditions; their house was plagued by domestic violence and their parents struggled with drug and alcohol abuse. Child protective services was contacted and, without a court order, all agreed that the children should go to live with their maternal grandparents. Three years later, the children’s biological father sued for custody and parenting time. Their mother, now residing out-of-state, wanted her sons to continue to live with her parents. Their father’s lifestyle has not much changed and still posed a significant threat to the children’s well-being. Furthermore, by this time, Travis and Taylor had spent most of their lives with their grandparents; another move seriously threatened their stability. Despite these concerns Travis and Taylor with their Grandparents. a Judge made it clear at an initial hearing that children belong with biological parents except in cases of extraordinary circumstance. Eric Richard, SMRLS staff attorney, was able to convince the father and his counsel to work with a custody evaluator. After the evaluator met with the maternal grandparents, and the father and his family, she begged the judge to leave the children in their grandparents’ care. The judge agreed on a temporary motion. Shortly after, following additional advocacy by the custody evaluator, the father settled on a permanent basis. The grandparents were thrilled to have some permanency and the opportunity to provide their grandchildren a full life in a safe and nurturing home. The number of counties in which SMRLS is the only provider of free family law help: “Eric … It was one of the best days of all four of our lives when we got you as a lawyer. Thank you again and thank your team for all you have done.” 29 Lawyers on Ice January 19, 2012 • Xcel Energy Center I n January 2012 SMRLS hosted its eleventh annual “Lawyers on Ice” hockey event at the Xcel Energy Center, chaired by long- time volunteer attorney Mike O’Neill. Four hockey games were played. In the first, the Robins, Kaplan, Miller & Ciresi/Western National Insurance Company sponsored team won against Meagher Geer/Martin & Squires 5-4. The second game saw the team sponsored by Ogletree Deakins/Gaskins Bennett Birrell and Schupp/Murnane Brandt beat Larson • King/Briggs & Morgan/US Bank 9-2. In the third place game, the Meagher/Martin team won Mike O’Neill (Martin & Squires), Steven Weinreich (MN Wild), Tom Norby (Murnane Brandt), Maggie Hobbs and Christie Schult (both MN Wild). 8-4 and the Ogletree/Gaskins/Murnane team took home the championship for the second straight year winning by a score of 5-4. Over sixty lawyers, friends and retired professional hockey players participated in this years Lawyers on Ice, raising over $6,000.00 for SMRLS. Senior Legal Fair September 14, 2012 • St. Paul River Centre T his year’s Senior Legal Fair began with a welcome from UCare President Nancy Feldman; following, UCare volunteers and vendors from across the metro area greeted a diverse group of approximately 500 seniors. The event also featured a special naturalization ceremony for new citizens. United States Magistrate Judge Tony Leung presided over the ceremony, swearing in 14 new American citizens from 11 different countries. The 5th consecutive UnitedHealth Group Free Simple Wills Clinic ran throughout the day. Attorneys from UnitedHealth Group, 3M, and Dorsey Ghita Worcester (Sr. Vice-President, UCare), & Whitney executed 32 simple wills, health care directives, and power of Jessie Nicholson (CEO, SMRLS), Nancy Feldman (President, UCare). attorney documents on site. Senior attendees were also able to attend community education trainings on a variety of topics, receive one-on-one advice from an attorney, pick up giveaways from vendors, and enjoy a catered hot lunch. Non-English speaking seniors were provided community legal education sessions with interpreters in Hmong, Vietnamese, Cambodian, Karen, and Spanish. Thank you to all of the volunteers who so generously donated their time. Special thanks to our event sponsors UCare, UnitedHealth Group, 3M and Dorsey & Whitney for their sustained support of SMRLS and the Senior Legal Fair. Social Justice Uncorked October 12, 2012 • Graves Hotel T he 5th Annual Social Justice Uncorked was a beautiful evening and a tremendous success. With over 300 guests attending (a record high), the event generated over $100,000.00 in support of the mission of equal justice for all. Between wine-tastings and friendly competition in the silent and live auctions, guests had the opportunity to connect with fellow members of the legal and corporate communities. Honorary Chairs, former Chief Justice Kathleen Blatz and Wheelock Whitney presented inaugural Social Justice Awards to seven companies and firms honoring their 5 years of sponsorship of this event: 3M, Alliance Bank, Best Buy, Briggs and Morgan, Creative Integration & Design, Medtronic and Thomson Reuters. The presentation of this year’s Uncorked video “Justice Matters” was a reminder of the critical importance of SMRLS’ work and featured several of our corporate partners who spoke to SMRLS’ mission, successes and the ongoing imperative of legal aid. Honorary Chairs Chief Justice Kathleen Blatz (Ret.) and Wheelock Whitney. The entrance welcome and wine tasting at Social Justice Uncorked 2012. Thank you to all our guests, partners and staff who made this year’s Uncorked such a sucessful and memorable event, our Access to Justice Partners who donated in support of the “Wall of Wine” and the following members of the 2012 Uncorked Planning Committee: Stacy Broman, Kevin Magnuson, Sally Scoggin, James Long, Tom Kayser, and Winston Hewett. A special thanks to our 2012 Uncorked sponsors: 3M Alliance Bank Best Buy Briggs and Morgan Creative Integration and Design Dorsey & Whitney ECMC Faegre Baker Daniels Graves Hotel Kelley, Wolter & Scott Maslon Edelman, Borman & Brand Mairs & Power Medtronic Robins, Kaplan, Miller & Ciresi United Health Group Thomson Reuters Official Wine & Beer Sponsors: Rootstock Wine Company Summit Racial Justice CLEand November 20, 2012 • Crowne Plaza Riverfront I n November 2012, SMRLS was honored to host “The Prosecutions of the 16th Street Church Bombing” presented by former Alabama Attorney General, William Baxley and former United States Attorney, District of Alabama, Doug Jones. Nearly 350 of SMRLS’ equal justice partners from the bench, corporate, firm and at-large communities attended the morning CLE. The presentation included audio recordings and film footage from the FBI files surrounding the 1963 bombing of the 16th Street Baptist Church in Birmingham, Alabama, which resulted in the tragic deaths of four young black girls. Mr. Baxley and Mr. Jones received a standing ovation and an outpouring of praise. The overwhelmingly postive response to this event continued far beyond that morning. Many attendees contacted SMRLS, remarking that it was the best CLE they had ever attended. And in spring 2013, the Minnesota Chapter of the Federal Bar invited William Baxley and Doug Jones to represent the CLE. SMRLS was honored to co-host the event. Following the morning CLE, the day moved into SMRLS’ 13th Annual Fall Appreciation Luncheon. The afternoon brought out record numbers, with roughly 600 guests attending. SMRLS’ Campaign for Legal Aid Chair, Steven J. Kirsch, Murnane Brandt Firm, was on hand to serve as the luncheon emcee. B. Todd Jones, United States Attorney, District of Minnesota, provided the introduction of the luncheon keynote speaker, William Baxley, who spoke poignantly about the critical importance of SMRLS’ work. The afternoon concluded with the presentation of the following awards: Lifetime Achievement Award to William Baxley; Lifetime Leadership Award to Judge Natalie Hudson, MN Court of Appeals and Ken Kohnstamm, MN Attorney General’s Office; 21st Century Achievement Award to Dean Eric Janus, William Mitchell College of Law; and the Equal Justice Service Award to Kathy Bartz, SMRLS Board Member. William Baxley; Jessie R. Nicholson (CEO, SMRLS), and Doug Jones at the MN Chapter of the FBA. Judge Donovan Frank (United States District Court), MN Attorney General Lori Swanson, Chief Judge Michael Davis (United States District Court). Appreciation Luncheon Thank you to our event sponsors: 3M, Alliance Bank, Minnesota Lawyers Mutual, Thomson Reuters and Xcel Energy as well as our table sponsors: Barnes & Thornburg Bassford Remele Briggs and Morgan Chestnut Cambronne Collins, Buckley, Sauntry & Haugh Dietz-Mayfield Dorsey & Whitney Faegre Baker Daniels Felhaber, Larson, Fenlon & Vogt Foley & Mansfield Fredrikson & Byron Fulbright & Jaworski Gaskins, Bennett, Birrell, & Schupp Gislason & Hunter Gray Plant Mooty Hamline University School of Law Harper & Peterson Larson • King Leonard, Street and Deinard Lindquist & Vennum Lommen, Abdo, Cole, King & Stageberg Martineau, Gonko & Vavreck Maslon, Edelman, Borman & Brand Meagher & Geer Minnesota Attorney General’s Office Minnesota Continuing Legal Education Minnesota State Bar Association Murnane Brandt Public Utilities Commission Robins, Kaplan, Miller & Ciresi Sieben Polk St. Thomas University School of Law Justice Esther Tomljanovich, MN Supreme Court (Ret.) University of Minnesota Law School Walsh & Gaertner Eric Janus & Carolyn Chalmers, on behalf of William Mitchell College of Law William Mitchell College of Law Winthrop & Weinstine Jessie R. Nicholson (CEO, SMRLS), Scott Braden (Board President, SMRLS), Hon. Natalie Hudson (MN Court of Appeals). Chuck Dietz, Steve Wolfe (Senior Leadership Attorney, SMRLS) Bruce Beneke (Senior Counsel, SMRLS). Dean Eric Janus (William Mitchell College of Law). Additional Tables reserved by the following courts: Chief Judge Michael Davis and Judge Donovan Frank United States Magistrate Judge Steven Rau and Judge Tony Leung Minnesota Office of Administrative Hearings Minnesota Supreme Court Minnesota Court of Appeals Judges of the Second Judicial District Kathy Bartz (Board Members, SMRLS), Barbara Penn. Save the Date for 6th Annual Social Justice Uncorked Friday, October 11, 2013 6PM – 9PM Graves Hotel 2013 Honorary Chairs Justice Helen Meyer, (Ret.) Minnesota Superme Court & William F. Bieber, Chairman of the Board: Atek Companies Featured Live Auction Items Lunch with a Legend Enjoy a Private Lunch with Vernon Jordan at his office in Rockefeller Center. CLE’s with 3M and UnitedHealth Group Showcase your firm’s talent and expertise! Vernon Jordan 3M and UnitedHealth Group will each host a CLE to be presented by your firm at its corporate campus. Bid on this excellent opportunity to have your attorneys provide each company’s legal team with a tailored 1-2 hour CLE and have the opportunity to engage with each legal team about their legal priorities and needs. 2013 Social Justice Uncorked Award Recipients Mairs and Power, Inc. Robins, Kaplan, Miller & Ciresi Law Firm 2013 Sponsors To Date 3M, Alliance Bank, Briggs and Morgan, Dorsey & Whitney, Faegre Baker Daniels, Great River Energy, Larson • King, Mairs and Power, Inc., Maslon Edelman Borman & Brand, LLP, Medtronic, Robins, Kaplan, Miller & Ciresi, Thomson Reuters, and UnitedHealth Group. SMRLS in 2013 14th Annual Fall Appreciation Luncheon Tuesday, November 26, 2013 11AM – 1:30PM Crowne Plaza Riverfront Keynote Speaker Peter Edelman Center on Poverty, Inequality, and Public Policy Georgetown University Professor Edelman has been Associate Dean of the Law Center, Director of the New York State Division for Youth, and Vice President of the University of Massachusetts. He was a Legislative Assistant to Senator Robert F. Kennedy and was Issues Director for Senator Edward Kennedy’s Presidential campaign in 1980. He is currently chair of the District of Columbia Access to Justice Commission, board chair of the American Constitution Society for Law and Policy, Public Welfare Foundation and the National Center for Youth Law, board president emeritus of the New Israel Fund, and a board member of the Center for Law and Social Policy, the Center for American Progress Action Fund, and a half dozen other nonprofit organizations. Professor Edelman’s most recent book, So Rich So Poor: Why It’s So Hard to End Poverty in America, was published by The New Press in May 2012. Lifetime Leadership Award Justice Paul Anderson, Minnesota Supreme Court 21st Century Award Jonathan Oviatt, Chief Legal Officer, Mayo Clinic 25 Year SMRLS Staff Attorney Award Laura Melnick, SMRLS Central Office: Benefits Unit Peter Edelman The Charlton H. Dietz and Bruce A. Beneke Legal Services Staff Outstanding Advocate Award 2013 Event Sponsors 3M, Alliance Bank, Dorsey & Whitney, Medica, Minnesota Lawyers Mutual, Thomson Reuters, and Xcel Energy. Each One Different: Help comes in all shapes and sizes. Every case we handle, every client we serve, is unique. The same goes for SMRLS’ community of donors and volunteers and the contributions they make to this organization. There is no one right gift to SMRLS – each and every donation has a direct, positive impact on the lives of those we serve. Below are some general examples of the various ways to give; for more information, questions, or to discuss how to become involved, please contact the Campaign for Legal Aid at (651) 228-9823. Direct Donation: Your donation – of any amount – will be counted to our Annual Campaign. Funds will used to support direct client services, providing critical legal assistance and ensuring that justice is not based on what one can afford. Volunteer: The need for legal help is ever great. If you are an attorney looking to make a donation of time and service, please consider SMRLS and our low-income client community. Planned Giving: SMRLS has been providing equal access to justice for over 100 years. To ensure that the same service is available to coming generations, please consider making a planned gift, either as part of your estate or to commemorate a cornerstone event: a birth, a graduation, a retirement, or other joyous occasion. “What was a very stressful time in my life was made so much easier by your (staff) attorney, Ray Beckel, the wonderful woman at your front desk, and of course (volunteer attorney) Jill Baker. Thank you so much.” – SMRLS Client Together, we can make a difference. United for Justice THANK YOU for your support Champions of Justice (greater than $45,000) Anonymous UCare Justice Society ($30,000 - $44,999) 3M Briggs and Morgan Hardenbergh Foundation Mayo Clinic Foundation Robins, Kaplan, Miller & Ciresi Appellate Circle ($15,000 - $29,999) Dorsey & Whitney Larson • King Oppenheimer, Wolff & Donnelly Ramsey County Bar Foundation United Way of Steele County Jurists ($5,000 - $14,999) John F. Eisberg and Susan Kline Dr. Gabriel Ejebe Alliance Bank Farrish Johnson Best Buy Felhaber, Larson, Fenlon & Vogt Blackwell Burke Foley & Mansfield Creative Integration & Design H.E. and Helen R. Warren Foundation ECMC Samuel Hanson Faegre Baker Daniels Harper & Peterson Fredrikson & Byron Thomas B. Hatch Gislason & Hunter Key Investment, Inc. Leonard, Street & Deinard Peter Kohnstamm Lindquist & Vennum Mairs and Power Gene Link & Ann Marie Hirsch Meshbesher & Spence Maslon, Edelman, Borman & Brand Minnesota Lawyers Mutual Insurance Medtronic Company Murnane Brandt The Richard A. Zgodava Fund of the St. Paul Minnesota State Bar Association Northern Lights Combined Federal Foundation Campaign Thomson Reuters Jonathan Oviatt United Way of Mower County Peterson, Fram & Bergman UnitedHealth Group Katherine Piven Whitney Foundation Terry K. Qualey Winthrop & Weinstine Mahlon C. Schneider Xcel Energy Sieben, Grose, Von Holtum & Carey Sieben Polk Magistrates ($2,500 - $4,999) Solo Vino 1st District Bar Association Somsen, Mueller, Lowther & Franta 3rd District Bar Association St. Paul Foundation 6th District Bar Association Jon and Lea Theobald Aafedt, Forde, Gray, Monson & Hager Tilton & Dunn Brownson & Ballou Bill Tilton Collins, Buckley, Sauntry & Haugh United Way of Faribault Gaskins, Bennett, Birrell & Schupp University Bank Greene Espel James G. Vander Linden Jardine, Logan & O’Brien Zelle Hofmann Meagher & Geer Melchert, Hubert, Sjodin Practitioners ($500 - $999) Unity Church - Unitarian 5th District Bar Association Terry L. Wade and Bonnie Grzeskowiak 9th District Bar Association American Endowment Foundation: Litigators ($1,000 to $2,499) Malcolm and Barbara Burleigh Fund 8th District Bar Association Arthur Chapman Law Firm Arneson & Geffen Thomas and Elizabeth Boyd Bassford Remele Chesley, Kroon, Harvey & Carpenter Best & Flanagan Martin J. Costello Blethen Gage & Krause Lydia P. Crawford Cousineau McGuire John Degnan Brenda Devlin Kathleen DiGiorno Fine Wines International Gopher Sports Properties Larry B. Guthrie Jodie Hagstrom Karen Ciegler Hansen Hansen, Dordell, Bradt, Odlaug & Bradt Henson & Efron Megan Hertzler Hon. Beverly Jones Heydinger David Hutchinson Bradley M. Jones Nancy J. Joyer James J. Long Eric J. Magnuson Martin & Squires Maschka, Riedy & Ries Minnesota Chapter of American Board of Trial Advocates Northfield Area United Way Arthur Page and Anne Bergman Katie Pfeifer George Rehm Schwebel, Goetz & Sieben William R. Sieben Theodore Stern Hon. Esther Tomljanovich (Ret.) Charles F. Webber Western National Insurance Co-Counsel ($200 - $499) Al Vento Restaurant Stu Alger Anonymous Cooper Ashley Barnes & Thornburg Bruce A. Beneke Michael C. Black J. Scott Braden PA Steve A. Brand Angela Brandt John Breedlove John G. Brian, III Stacy Broman Burke & Thomas Joseph Cade Cannon River Winery Andrew Carlson Joel Carlson Chestnut Cambronne Prof. Bradley G. Clary Hon. Edward J. Cleary Ann Cohen Daniel J. Cole William Cosgriff Peter O. Dahlen Charlton Dietz Disney World Martha Eaves Gail Engstrom Erickson, Bell, Beckman & Quinn Larry D. Espel Hon. Donovan Frank Prof. Richard S. Frase Edward Friedland Charles J. Frisch Charles Frundt Fulbright & Jaworski Gabriel Law Office Gavin, Olson, Winters, Twiss, Thiemann & Long Ellen C. Gavin Mark Genereux Graves 601 Hotel Gray, Plant, Mooty Mike Hagedorn Jerome Halloran Hamline University Katherine Harris Haskell’s Wine & Spirits Timothy Hughes Ann Huntrods Dean Eric Janus Kristine Legler Kaplan Steven J. Kirsch Kraft Walser Law Office Lew Linde Lommen Abdo Alan Maclin Martineau, Gonko & Vavreck Rachel Mathre Chris A. Messerly Minnesota CLE Michael Nash Hon. Rosanne Nathanson Stephen L. Nelson Daniel O’Fallon and Kathryn Timm Gail Olson Joseph T. O’Neill Vivian Orey Justice Alan Page Park Tavern Barbara F. L. Penn Paul D. Peterson Prof. James Pielemeier Provo-Petersen & Associates Gerald A. Regnier RF Moeller Jeweler Peter W. Riley Saint Paul Hotel Denise C. Scharlemann Prof. David A. Schultz Michael Sieben James Street and Rachel Sibley Lori Swanson Kenneth Tilsen Toro Company University of St. Thomas John J. Ursu David C. Vanney Terry W. Votel Gregory M. Weyandt William Mitchell College of Law Edward S. Wilson Mark Wolski Mary C. Yeager Barbara Zurek Amici ($1-$199) 10th District Bar Association Daniel Abelson Acme Comedy Company Acqua Restaurant Ramona Advani Dennis D. Ahlers Steven H. Alpert Hon. Donald D. Alsop Justice G. Barry Anderson Julia Anderson Kurt M. Anderson Justice Paul Anderson Rochelle Anderson Anonymous Hon. Robert Awsumb Audrey Babcock Rebecca Baertsch Andrew Baese James L. Baillie James P. Barone Bartsh Law Office Thomas J. Basting James Bates John Battis Becker Furniture World Angela Behrens Benchmark Reporting Agency Matthew Benda John T. Bernier Robert Beutel Bibelot Jeffrey Bilcik Bird, Jacobsen & Stevens Hon. Louise Dovre Bjorkman Aimee M. Blatz Hon. Gail Bohr Brandt Criminal Defense Brave New Workshop Carol Bros Beverly Bryant Buca di Beppo Restaurant Mary C. Cade Calvin P. Johnson Law Firm Philip C. Carruthers Carol Casebolt Martha Casserly Hon. Manuel Cervantes Colleen Chambers Chanhassen Dinner Theatre Vincent Chavez Carol Chomsky and Steve Liss Robert P. Christensen, PA Hon. Margaret Chutich City of Minneapolis City of St. Paul Earl Cohen Michael A. Collyard Beverly Conerton Hon. Timothy Connell James Conrad Emily Cooper Catherine J. Courtney Ed Courtney Lisa Crum David Cullen Gary R. Cunningham Ruth Dapper Kathi Davis James Denzer Joseph T. Dixon William Donohue Erin Dungan Joan Eichorst Einhaus, Mattison, Carver & Haberman Alan Einisman Elko Speedway Christie B. Eller Gayla Ellis Douglas Elsass Kalene M. Engel Carl Engstrom Kurt J. Erickson Ever-Green Energy Meghan Feliciano Charles Ferguson Hon. Michael F. Fetsch Terrence Fleming Kathleen Flynn Peterson Thomas Fraser Lisa Fulton Kelton and Dorothy Gage Michael J. Galvin Garden of Eden Paul Gatto Jerome A. Geis Barbara Geisman Kent A. Gernander Julius W. Gernes Maria Luisa Giese Hon. Alan I. Gilbert Hon. Lorie S. Gildea Ellen Gillespie Gilsdorf, Askvig & Johnson Bonita Girard James R. Gray Barry R. Greller Grundhoefer & Ludescher Marvin L. Grundhoefer Guyton Law Office Karen Hammel Mark A. Hamre Kent G. Harbison John Harens Charmaine Harris Robert J. Hauer, Jr. Cathy Haukedahl Alan Held Hellmuth & Johnson Nancy Helmich Gary Hird John Hoffman William L. Hoversten Joan Humes Deborah Huskins Scott Ikeda Gina Jensen Charles W. Johnson Hon. Matthew Johnson Marcia Johnson Wanda M. Johnson Michael G. Jula, PA Katherine Kahlert Katherine Keane Kelly S. Kemp Kennedy & Associates Kennedy Law Offices, P.A. Elizabeth J. Keyes Andrea Kircher Mary Louise Klas Jill R. Klausing Allan Klein Lisa E. Knazan Daniel Kohnstamm Ken Kohnstamm Maisie L. Kohnstamm Hon. Raymond Krause Ronn Kreps Kueppers, Kronschnabel & Daly Steven R. Kufus Janine Laird Landmark Theatres Julie and Maury Landsman Jeremy Lane Larry Leventhal & Associates Eric Larson Law Office of Kenneth R. White Brittany Lawonn Mark Leahy Debra LeCuyer Rebecca Lee Amy Leonetti Gwen Lerner Hon. Tony Leung Mark B. Levinger Valerie Lloyd Don Loberg Julie Loughrey Margaret A. Lutz, PA Robert C. Lyman Peter D. Magnuson Mall of America Howard I. Malmon Cheryl S. Margoles Greg Marita Richard G. Mark John Marti Gaye Adams Massey Tricia Matzek Michael McCormick Patrick D. McCoy Anissa Mediger Justice Helen Meyer Alison J. Midden Thomas Mielenhausen Lori Mikl Mill City Museum Hon. Robyn Millenacker Mary E. Miller Michael Miller Robert Miller Alexa T. Milton Hon. Patricia Milun MN Landscape Arboretum Moga Law Group Adam Morris Catharine Morton-Peters Christopher D. Moseng Stephen L. Muehlberg Renae Mularky Sumner Musolf Chad P. Nelson Law Office Andrew Neuharth Terrance C. S. Newby Kristin Olsen Jocelyn F. Olson Kristin Olson Hon. Tim O’Malley Joseph E. O’Neill Michael O’Neill Patrick O’Neill Sam Orbovich Ordway Theatre Jill Osterhaus Joseph H. Otterstetter Pacyga & Associates Jane Palony Kathleen Panciera Jennifer Park Paul W. Parker Cara C. Passaro Scott Peitzer Peterson, Savelkoul & Benda John C. Peterson Kathleen Peterson Hon. Randolph Peterson Kyle Pettersen-Scott Pfaffly Law Jeanette Pfotenhauer Robert A. Plesha Prairie’s Edge Casino Resort Kathryn Raidt Judge Steven Rau Reding & Pilney Phyllis Reha Michael Reif Damien Riehl Lael Robertson Hon. John Rodenberg Charles Roehrdanz Kent D. Rossi Ellen Sampson Lance T. Sanders Sharon Santana Gregory J. Schaefer Kenneth M. Schaefer Karen Schanfield Schauer Law Office Hon. Heidi Schellhas Jeanne Schleh Peter Schmit Martha Schmitz Peter Scholtz Sue Schway Simon Schwob Science Museum of Minnesota Sally Scoggin Search Partners Minnesota Jodi Langhorst See Emily F. Seesel James Seifert Lee Sheehy Peter Shimabukuro Simmonds, Simmonds & Wright Simon Schwob Angela Skarda Cynthia L. Sletto Jennifer Smith Hon. Joanne Smith Patricia Sonnenberg Andy Sorensen Brian D. Stang Hon. Larry Stauber Hon. Terri Stoneburner William P. Studer Sunde, Olson, Kircher & Zender Surly Brewing Company Matthew Surprenant David Swenson Michael D. Swor Karen L. Tarrant Peter Tester Loren Thacker Chuck Thomas Kyle Thomas Hon. Judith Tilsen Kathryn Timm Andrew Tourville Michael Unger University of Minnesota Law School Kari Valley Hon. John Van de North Vue Vang Richard Varco Hon. Mary Vasaly Anna Veit-Carter David S. Voigt Lance Wade Dwight Wagenius Stephen K. Warch Stephen M. Warner Warner’s Stellian Rochelle Weber Alan W. Weinblatt Kathleen Wenger Janet Werness Hon. Mark Wernick Richard Wexler Michael Wilhelm James E. Wilkinson Tom Wilson Daniel P. Wolf Steven Wolfe Joseph Wolkowicz Lynn A. Wolters Justice Wilhelmina Wright Robert C. Youngerman Commemorative Gifts to the Campaign for Legal Aid Gifts Given in Honor of: Bruce Beneke by Joseph T. Dixon Martha Eaves Tom Conlin by Eric Larson Dean Eric Janus by Kathleen Panciera Kenneth Kohnstamm by Daniel Abelson Stuart Alger Anonymous Rebecca Baertsch Angela Brandt Stacy Broman Ann Cohen Kathi Davis John Degnan William Donohue Joan Eichhorst Thomas Fraser Cathy Haukedahl Alan Held Nancy Helmich Ann Huntrods Deborah Huskins Nancy Joyer Katherine Keane Andrea Kircher Steven Kirsch Jill Klausing Daniel Kohnstamm Peter Kohnstamm Jeremy Lane Thomas Mielenhausen Joseph O’Neill Sam Orbovich Paffly Law Jennifer Park Katherine Piven Karen Schanfield Martha Schmitz Lee Sheehy Jon Theobald Kyle Thomas William Tilton Hon. Esther Tomljanovich (Ret.) Kari Valley Richard Varco Terry Wade Dwight Wagenius Rochelle Weber Richard Wexler Steven Wolfe Gifts Given in Memory of: Charles Hvass by Michael Unger Hon. Donald P. Lay by Thomas and Elizabeth Boyd John McNeely by Steve Brand Paul Peterson by American Board of Trial Advocates Bill Tilton by Barbara Penn Terry Wade by Kathleen Peterson Lance Wade This information reflects donations received January 1 - December 31, 2012. If your organization or name has been omitted from these listings (despite the care we have taken) or if there is another error, please accept our apologies and let us know. Included in these listings are individuals who designated SMRLS as the recipient of their Greater Twin Cities United Way 2012 Donations. SOUTHERN MINNESOTA REGIONAL LEGAL SERVICES, INC. STATEMENT OF FINANCIAL POSITION March 31, 2013 ASSETS CURRENT ASSETS Cash and cash equivalents Certificates of deposit Client escrow funds Grants and contracts receivable Accounts receivable Pledges receivable Prepaid expenses $ 2,685,927 2,100,000 2,026 200,630 7,640 1,024,015 45,289 TOTAL CURRENT ASSETS 6,065,527 PROPERTY AND EQUIPMENT, at cost Furniture, fixtures and equipment Leasehold improvements Law library 426,152 223,695 382,385 1,032,232 (827,417) Less: accumulated depreciation TOTAL PROPERTY AND EQUIPMENT, net TOTAL ASSETS LIABILITIES AND NET ASSETS LIABILITIES Accounts payable Client trust deposits Accrued expenses TOTAL LIABILITIES NET ASSETS Unrestricted Undesignated Board designated Temporarily restricted TOTAL NET ASSETS TOTAL LIABILITIES AND NET ASSETS 204,815 $ 6,270,342 $ 209,851 2,026 674,738 886,615 547,704 3,500,000 1,336,023 5,383,727 $ 6,270,342 SOUTHERN MINNESOTA REGIONAL LEGAL SERVICES, INC. STATEMENT OF ACTIVITIES For the Year Ended March 31, 2013 SU PPORT AND REVENUE Grants and contracts Other support Donated services Program fees Miscellaneous Investment returns Net assets released from restrictions TOTAL SUPPORT AND REVENUE EXPENSES Program services Supporting services Management and general Fundraising TOTAL EXPENSES CHANGE IN NET ASSETS NET ASSETS, BEGINNING NET ASSETS, ENDING Unrestricted Temporarily Restricted Total $ 5,538,443 1,314,482 524,179 86,350 138,167 20,812 947,781 $ 1,264,781 (947,781) $ 6,803,224 1,314,482 524,179 86,350 138,167 20,812 - 8,570,214 317,000 8,887,214 7,801,317 - 7,801,317 968,436 288,471 - 968,436 288,471 9,058,224 - 9,058,224 (488,010) 317,000 (171,010) 4,535,714 1,019,023 5,554,737 $ 4,047,704 $ 1,336,023 $ 5,383,727 OFFICE LOCATIONS BOARD OF DIRECTORS Administrative Office 55 E 5th St. Suite 1000 St. Paul, MN 55101 President J. Scott Braden, Esq. Albert Lea Office 132 N. Broadway Albert Lea, MN 56007 Eastside and American Indian Branch Office 579 Wells St. #100 St. Paul, MN 55130 Education Law Advocacy Project 450 North Syndicate Street Suite 285 St. Paul, MN 55104 Minnesota Family Farm Law Project 12 Civic Center Plaza Suite 3000 Mankato, MN 56001 Mankato Office 12 Civic Center Plaza, Suite 3000 Mankato, MN 56001 Refugee, Immigrant & Migrant Services 450 North Syndicate Street, Suite 285 St. Paul, MN 55104 RIMS: FARGO 118 Broadway, #616 Fargo, ND 58102-4944 Rochester Office 903 W Center St, Suite 130 Rochester, MN 55902 St. Paul Central Office 55 E 5th St Suite 400 St. Paul, MN 55101 Shakopee Office 712 Canterbury Road South Shakopee, MN 55379 Winona Office 66 East Third St., Suite 204 Winona, MN 55987-3478 Worthington Office 421 Tenth Street Worthington, MN 56187 First Vice President Terrance C.S. Newby, Esq. Second Vice President Gail M. Olson, Esq. Treasurer Thomas B. Hatch, Esq. Secretary Charles K. Frundt, Esq. Andrew M. Baese, Esq. Kathy Bartz Matthew L. Benda, Esq. Hon. Timothy Connell (Ret.) Mark W. Delehanty, Esq. Brenda Devlin Catherine Harris Emma Hilliard Suyapa Miranda Brett Olander, Esq. Lee Ann Riehle, Esq. Kari L. Valley, Esq. Mary Cullen Yeager, Esq. CAMPAIGN FOR LEGAL AID Chair Steven J. Kirsch, Esq. Stuart Alger, Esq. Thomas H. Boyd, Esq. Angela Beranek Brandt, Esq. Stacy A. Broman, Esq. John M. Degnan, Esq. Bernie M. Dusich, Esq. Thomas S. Fraser, Esq. Jack M. Fribley, Esq. LB Guthrie, Esq. Hon. Beverly Jones Heydinger Timothy Hughes Kay Nord Hunt, Esq. Ann Huntrods, Esq. Lee A. Hutton III, Esq. Ruth S. Marcott, Esq. Thomas C. Mielenhausen, Esq. Joseph T. O’Neill, Esq. Michael D. O’Neill, Esq. Joseph H. Otterstetter, Esq. Paul D. Peterson, Esq. Katie Pfeifer, Esq. Stephen P. Safranski, Esq. Peter A. Schmit, Esq. Daniel L. Scott, Esq. William P. Studer, Esq. Jon A. Theobald, Esq. Kyle M. Thomas, Esq. William L. Tilton, Esq. Hon. Esther Tomljanovich (Ret.) Terry L. Wade, Esq. 1909 LEGACY SOCIETY Chair John M. Degnan Bruce A. Beneke Thomas A. Boardman Darlene M. Cobian Kevin W. DeVore Charlton H. Dietz Michael J. Galvin, Jr. Kent A. Gernander Susan M. Holden A. M. (Sandy) Keith Joseph T. O’Neill Jonathan J. Oviatt William S. Partridge Jon A. Theobald Terry L. Wade Perry M. Wilson, III Annual Report Design by: Keith Larson Diana Konopka Thank you to Keith Larson for his generous contribution of time in designing this report. One Firm ... One Mission ... JUSTICE