Southern Regional Legal Services 2012 ANNUAL REPORT Over 100 Years of Service Blue Earth Brown Carver Cottonwood of Minnesotans Dakota currently live in Dodge poverty. Faribault 11% (US Census Bureau, 2010) Fillmore Freeborn Goodhue Houston Jackson Le Sueur of the state’s Martin McLeod poverty population Mower falls within SMRLS’ Murray 38% service area. Nicollet Nobles Olmsted Pipestone Ramsey Redwood total number of Rice counties covered by Rock SMRLS, all receiving Scott a full range of legal Sibley 33 services. Steele Wabasha Waseca Washington Watonwan Winona Over 100 Years of Service o all SMRLS friends and colleagues, thank you for your unwavering support of SMRLS and Tits 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. Jessie R. Nicholson, Chief Executive Offi cer The dynamism of SMRLS staff is second-to-none! While the program is experiencing the 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-profi t 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 refl ect 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 Offi cer 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

o provide a full range of high quality legal services to low income persons and eligible client groups Tin 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.

Health Care, Individual Rights, Family Employment In 2012, SMRLS closed 23% 10%

Consumer Law, 9,935 cases Farmers 9% and helped a total of

27,631

low-income persons Benefits 16% meet their critical

Housing 35% legal needs. Youth, Education, Citizenship 7% Partners in Justice

im was a resident of the Minnesota Veteran’s Home in Hastings when one day she accidentally collided with Kher 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 fi rm John Degnan and Ankoor Bagchi all signed on. Working as a truly collaborative team, the group fi led 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 ensured that the Home enacted Morgan), Ankoor Bagchi (Associate Attorney, Briggs and Morgan). 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 signifi cant attorneys’ fees awarded to SMRLS pursuant to the civil rights action, providing critical support to the pursuit of equal justice.

From 2009, homelessness in Minnesota has increased by (Amherst H. Wilder Foundation. “Homelessness in Minnesota,” 2012 Study)6% A Second Chance

r. Koua Fong Lee was driving home from church with his family on June 10, 2006 when his Toyota MCamry 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 Jennifer Stohl Powell (Senior Leadership Attorney, SMRLS), Koua Fong Lee, Judge , Panghoua Moua (Mr. Lee’s Wife). Fong Lee was sworn in as a United States citizen on May 16, 2012.

1 in 5 of recent immigrants to Minnesota is a refugee or asylee fl eeing persecution in their homeland. (Wilder Research / The Foundation. “A New Age of Immigrants: Making Immigration Work for MN,” 2010) Safe at Home

oung brothers, Travis and Taylor, were living in Yextremely 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 signifi cant 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 “Eric … It was one of the best the father and his counsel to work with a custody evaluator. After the evaluator met with the maternal days of all four of our lives grandparents, and the father and his family, she begged the judge to leave the children in their grandparents’ when we got you as a lawyer. care. The judge agreed on a temporary motion. Shortly Thank you again and thank after, following additional advocacy by the custody evaluator, the father settled on a permanent basis. The your team for all you have grandparents were thrilled to have some permanency and the opportunity to provide their grandchildren a full done.” life in a safe and nurturing home.

The number of counties in which SMRLS is the only provider of free family law help: 29 Lawyers on Ice January 19, 2012 • Xcel Energy Center

n January 2012 SMRLS hosted its eleventh annual “Lawyers on IIce” 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 Mike O’Neill (Martin & Squires), Steven Weinreich (MN Wild), Tom Norby Bank 9-2. In the third place game, the Meagher/Martin team won (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

his year’s Senior Legal Fair began with a welcome from UCare President TNancy 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), Jessie Nicholson (CEO, SMRLS), Nancy Feldman & Whitney executed 32 simple wills, health care directives, and power of (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

he 5th Annual Social Justice Uncorked was a beautiful evening and a tremendous success. With Tover 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.

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 Honorary Chairs Chief Justice Kathleen Blatz (Ret.) and to our 2012 Uncorked sponsors: Wheelock Whitney.

3M Mairs & Power Alliance Bank Medtronic Best Buy Robins, Kaplan, Miller & Briggs and Morgan Ciresi Creative Integration and United Health Group Design Thomson Reuters Dorsey & Whitney ECMC Official Wine & Beer Faegre Baker Daniels Sponsors: Graves Hotel Rootstock Wine Company

The entrance welcome and wine tasting at Social Justice Uncorked Kelley, Wolter & Scott Summit 2012. Maslon Edelman, Borman & Brand Racial Justice CLE and Appreciation Luncheon November 20, 2012 • Crowne Plaza Riverfront

n November 2012, SMRLS was honored to host “The Prosecutions of the 16th Street Church Bombing” Ipresented 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 re- present 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 William Baxley; Jessie R. Nicholson (CEO, SMRLS), and Doug Jones at the MN Chapter of the FBA. 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 , MN Court of Appeals and Ken Kohnstamm, MN Attorney General’s Office; 21st Judge Donovan Frank (United States District Court), MN Attorney Century Achievement Award to Dean Eric Janus, General Lori Swanson, Chief Judge Michael Davis (United States William Mitchell College of Law; and the Equal Justice District Court). Service Award to Kathy Bartz, SMRLS Board Member. Racial Justice CLE and 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 Jessie R. Nicholson (CEO, SMRLS), Scott Braden (Board President, SMRLS), Hon. Natalie Leonard, Street and Deinard Hudson (MN Court of Appeals). 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 , MN Supreme Court (Ret.) University of Minnesota Law School Chuck Dietz, Steve Wolfe (Senior Leadership Attorney, Dean Eric Janus (William Walsh & Gaertner SMRLS) Bruce Beneke (Senior Counsel, SMRLS). Mitchell College of Law). Eric Janus & Carolyn Chalmers, on behalf of William Mitchell College of Law William Mitchell College of Law Winthrop & Weinstine

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 Court of Appeals Judges of the Second Judicial District

Kathy Bartz (Board Members, SMRLS), Barbara Penn. Save the Date for SMRLS in 2013

6th Annual Social Justice Uncorked Friday, October 11, 2013 6PM – 9PM Graves Hotel

2013 Honorary Chairs Justice , (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! 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 Vernon Jordan 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. Peter Edelman Lifetime Leadership Award The Charlton H. Dietz and Bruce A. Beneke Legal Justice , Minnesota Supreme Court Services Staff Outstanding Advocate Award

21st Century Award Jonathan Oviatt, Chief Legal Officer, Mayo Clinic 2013 Event Sponsors 3M, Alliance Bank, Dorsey & Whitney, Medica, 25 Year SMRLS Staff Attorney Award Minnesota Lawyers Mutual, Thomson Reuters, and Laura Melnick, SMRLS Central Office: Benefits Unit 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 “What was a very stressful time in are an attorney looking to make a donation of time and service, please consider SMRLS my life was made so much easier and our low-income client community. by your (staff) attorney, Ray Beckel, Planned Giving: the wonderful woman at your front SMRLS has been providing equal access to justice for over 100 years. To ensure that desk, and of course (volunteer the same service is available to coming generations, please consider making a attorney) Jill Baker. Thank you so planned gift, either as part of your estate or to commemorate a cornerstone event: much.” – SMRLS Client a birth, a graduation, a retirement, or other joyous occasion.

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 Alliance Bank Dr. Gabriel Ejebe Best Buy Farrish Johnson Blackwell Burke Felhaber, Larson, Fenlon & Vogt Creative Integration & Design Foley & Mansfield ECMC H.E. and Helen R. Warren Foundation Faegre Baker Daniels Samuel Hanson Fredrikson & Byron Harper & Peterson Gislason & Hunter Thomas B. Hatch Leonard, Street & Deinard Key Investment, Inc. Lindquist & Vennum Peter Kohnstamm Gene Link & Ann Marie Hirsch Mairs and Power Maslon, Edelman, Borman & Brand Meshbesher & Spence Medtronic Minnesota Lawyers Mutual Insurance Murnane Brandt Company The Richard A. Zgodava Fund of the St. Paul Minnesota State Bar Association Foundation Northern Lights Combined Federal Thomson Reuters Campaign United Way of Mower County Jonathan Oviatt UnitedHealth Group Peterson, Fram & Bergman Whitney Foundation Katherine Piven Winthrop & Weinstine Terry K. Qualey Xcel Energy Mahlon C. Schneider Sieben, Grose, Von Holtum & Carey Magistrates ($2,500 - $4,999) Sieben Polk 1st District Bar Association Solo Vino 3rd District Bar Association Somsen, Mueller, Lowther & Franta 6th District Bar Association St. Paul Foundation Aafedt, Forde, Gray, Monson & Hager Jon and Lea Theobald Brownson & Ballou Tilton & Dunn Collins, Buckley, Sauntry & Haugh Bill Tilton Gaskins, Bennett, Birrell & Schupp United Way of Faribault Greene Espel University Bank Jardine, Logan & O’Brien James G. Vander Linden Meagher & Geer Zelle Hofmann Melchert, Hubert, Sjodin Unity Church - Unitarian Practitioners ($500 - $999) Terry L. Wade and Bonnie Grzeskowiak 5th District Bar Association 9th District Bar Association Litigators ($1,000 to $2,499) American Endowment Foundation: 8th District Bar Association Malcolm and Barbara Burleigh Fund Arneson & Geffen Arthur Chapman Law Firm Bassford Remele Thomas and Elizabeth Boyd Best & Flanagan Chesley, Kroon, Harvey & Carpenter Blethen Gage & Krause Martin J. Costello Cousineau McGuire Lydia P. Crawford John Degnan Steve A. Brand Steven J. Kirsch Brenda Devlin Angela Brandt Kraft Walser Law Office Kathleen DiGiorno John Breedlove Lew Linde Fine Wines International John G. Brian, III Lommen Abdo Gopher Sports Properties Stacy Broman Alan Maclin Larry B. Guthrie Burke & Thomas Martineau, Gonko & Jodie Hagstrom Joseph Cade Vavreck Karen Ciegler Hansen Cannon River Winery Rachel Mathre Hansen, Dordell, Bradt, Andrew Carlson Chris A. Messerly Odlaug & Bradt Joel Carlson Minnesota CLE Henson & Efron Chestnut Cambronne Michael Nash Megan Hertzler Prof. Bradley G. Clary Hon. Rosanne Nathanson Hon. Beverly Jones Hon. Edward J. Cleary Stephen L. Nelson Heydinger Ann Cohen Daniel O’Fallon and Kathryn David Hutchinson Daniel J. Cole Timm Bradley M. Jones William Cosgriff Gail Olson Nancy J. Joyer Peter O. Dahlen Joseph T. O’Neill James J. Long Charlton Dietz Vivian Orey Eric J. Magnuson Disney World Justice Martin & Squires Martha Eaves Park Tavern Maschka, Riedy & Ries Gail Engstrom Barbara F. L. Penn Minnesota Chapter of Erickson, Bell, Beckman & Paul D. Peterson American Board of Trial Quinn Prof. James Pielemeier Advocates Larry D. Espel Provo-Petersen & Associates Northfield Area United Way Hon. Donovan Frank Gerald A. Regnier Arthur Page and Anne Prof. Richard S. Frase RF Moeller Jeweler Bergman Edward Friedland Peter W. Riley Katie Pfeifer Charles J. Frisch Saint Paul Hotel George Rehm Charles Frundt Denise C. Scharlemann Schwebel, Goetz & Sieben Fulbright & Jaworski Prof. David A. Schultz William R. Sieben Gabriel Law Office Michael Sieben Theodore Stern Gavin, Olson, Winters, Twiss, James Street and Rachel Hon. Esther Tomljanovich Thiemann & Long Sibley (Ret.) Ellen C. Gavin Lori Swanson Charles F. Webber Mark Genereux Kenneth Tilsen Western National Insurance Graves 601 Hotel Toro Company Gray, Plant, Mooty University of St. Thomas Co-Counsel ($200 - $499) Mike Hagedorn John J. Ursu Al Vento Restaurant Jerome Halloran David C. Vanney Stu Alger Hamline University Terry W. Votel Anonymous Katherine Harris Gregory M. Weyandt Cooper Ashley Haskell’s Wine & Spirits William Mitchell College of Law Barnes & Thornburg Timothy Hughes Edward S. Wilson Bruce A. Beneke Ann Huntrods Mark Wolski Michael C. Black Dean Eric Janus Mary C. Yeager J. Scott Braden PA Kristine Legler Kaplan Barbara Zurek Amici ($1-$199) Hon. Barry R. Greller City of Minneapolis Grundhoefer & Ludescher 10th District Bar Association City of St. Paul Marvin L. Grundhoefer Daniel Abelson Earl Cohen Guyton Law Office Acme Comedy Company Michael A. Collyard Karen Hammel Acqua Restaurant Beverly Conerton Mark A. Hamre Ramona Advani Hon. Timothy Connell Kent G. Harbison Dennis D. Ahlers James Conrad John Harens Steven H. Alpert Emily Cooper Charmaine Harris Hon. Donald D. Alsop Catherine J. Courtney Robert J. Hauer, Jr. Justice G. Ed Courtney Cathy Haukedahl Julia Anderson Lisa Crum Alan Held Kurt M. Anderson David Cullen Hellmuth & Johnson Justice Paul Anderson Gary R. Cunningham Nancy Helmich Rochelle Anderson Ruth Dapper Gary Hird Anonymous Kathi Davis John Hoffman Hon. Robert Awsumb James Denzer William L. Hoversten Audrey Babcock Joseph T. Dixon Joan Humes Rebecca Baertsch William Donohue Deborah Huskins Andrew Baese Erin Dungan Scott Ikeda James L. Baillie Joan Eichorst Gina Jensen James P. Barone Einhaus, Mattison, Carver & Charles W. Johnson Bartsh Law Office Haberman Hon. Thomas J. Basting Alan Einisman Marcia Johnson James Bates Elko Speedway Wanda M. Johnson John Battis Christie B. Eller Michael G. Jula, PA Becker Furniture World Gayla Ellis Katherine Kahlert Angela Behrens Douglas Elsass Katherine Keane Benchmark Reporting Agency Kalene M. Engel Kelly S. Kemp Matthew Benda Carl Engstrom Kennedy & Associates John T. Bernier Kurt J. Erickson Kennedy Law Offices, P.A. Robert Beutel Ever-Green Energy Elizabeth J. Keyes Bibelot Meghan Feliciano Andrea Kircher Jeffrey Bilcik Charles Ferguson Mary Louise Klas Bird, Jacobsen & Stevens Hon. Michael F. Fetsch Jill R. Klausing Hon. Louise Dovre Bjorkman Terrence Fleming Allan Klein Aimee M. Blatz Kathleen Flynn Peterson Lisa E. Knazan Hon. Gail Bohr Thomas Fraser Daniel Kohnstamm Brandt Criminal Defense Lisa Fulton Ken Kohnstamm Brave New Workshop Kelton and Dorothy Gage Maisie L. Kohnstamm Carol Bros Michael J. Galvin Hon. Raymond Krause Beverly Bryant Garden of Eden Ronn Kreps Buca di Beppo Restaurant Paul Gatto Kueppers, Kronschnabel & Mary C. Cade Jerome A. Geis Daly Calvin P. Johnson Law Firm Barbara Geisman Steven R. Kufus Philip C. Carruthers Kent A. Gernander Janine Laird Carol Casebolt Julius W. Gernes Landmark Theatres Martha Casserly Maria Luisa Giese Julie and Maury Landsman Hon. Manuel Cervantes Hon. Alan I. Gilbert Jeremy Lane Colleen Chambers Hon. Lorie S. Gildea Larry Leventhal & Associates Chanhassen Dinner Theatre Ellen Gillespie Eric Larson Vincent Chavez Gilsdorf, Askvig & Johnson Law Office of Kenneth R. White Carol Chomsky and Steve Liss Bonita Girard Brittany Lawonn Robert P. Christensen, PA James R. Gray Mark Leahy Debra LeCuyer Jill Osterhaus Jennifer Smith Rebecca Lee Joseph H. Otterstetter Hon. Joanne Smith Amy Leonetti Pacyga & Associates Patricia Sonnenberg Gwen Lerner Jane Palony Andy Sorensen Hon. Tony Leung Kathleen Panciera Brian D. Stang Mark B. Levinger Jennifer Park Hon. Larry Stauber Valerie Lloyd Paul W. Parker Hon. Terri Stoneburner Don Loberg Cara C. Passaro William P. Studer Julie Loughrey Scott Peitzer Sunde, Olson, Kircher & Zender Margaret A. Lutz, PA Peterson, Savelkoul & Benda Surly Brewing Company Robert C. Lyman John C. Peterson Matthew Surprenant Peter D. Magnuson Kathleen Peterson David Swenson Mall of America Hon. Randolph Peterson Michael D. Swor Howard I. Malmon Kyle Pettersen-Scott Karen L. Tarrant Cheryl S. Margoles Pfaffly Law Peter Tester Greg Marita Jeanette Pfotenhauer Loren Thacker Richard G. Mark Robert A. Plesha Chuck Thomas John Marti Prairie’s Edge Casino Resort Kyle Thomas Gaye Adams Massey Kathryn Raidt Hon. Judith Tilsen Tricia Matzek Judge Steven Rau Kathryn Timm Michael McCormick Reding & Pilney Andrew Tourville Patrick D. McCoy Phyllis Reha Michael Unger Anissa Mediger Michael Reif University of Minnesota Law School Justice Helen Meyer Damien Riehl Kari Valley Alison J. Midden Lael Robertson Hon. John Van de North Thomas Mielenhausen Hon. John Rodenberg Vue Vang Lori Mikl Charles Roehrdanz Richard Varco Mill City Museum Kent D. Rossi Hon. Mary Vasaly Hon. Robyn Millenacker Ellen Sampson Anna Veit-Carter Mary E. Miller Lance T. Sanders David S. Voigt Michael Miller Sharon Santana Lance Wade Robert Miller Gregory J. Schaefer Dwight Wagenius Alexa T. Milton Kenneth M. Schaefer Stephen K. Warch Hon. Patricia Milun Karen Schanfield Stephen M. Warner MN Landscape Arboretum Schauer Law Office Warner’s Stellian Moga Law Group Hon. Heidi Schellhas Rochelle Weber Adam Morris Jeanne Schleh Alan W. Weinblatt Catharine Morton-Peters Peter Schmit Kathleen Wenger Christopher D. Moseng Martha Schmitz Janet Werness Stephen L. Muehlberg Peter Scholtz Hon. Mark Wernick Renae Mularky Sue Schway Richard Wexler Sumner Musolf Simon Schwob Michael Wilhelm Chad P. Nelson Law Office Science Museum of Minnesota James E. Wilkinson Andrew Neuharth Sally Scoggin Tom Wilson Terrance C. S. Newby Search Partners Minnesota Daniel P. Wolf Kristin Olsen Jodi Langhorst See Steven Wolfe Jocelyn F. Olson Emily F. Seesel Joseph Wolkowicz Kristin Olson James Seifert Lynn A. Wolters Hon. Tim O’Malley Lee Sheehy Justice Joseph E. O’Neill Peter Shimabukuro Robert C. Youngerman Michael O’Neill Simmonds, Simmonds & Wright Patrick O’Neill Simon Schwob Sam Orbovich Angela Skarda Ordway Theatre Cynthia L. Sletto Commemorative Gifts to the Campaign for Legal Aid

Gifts Given in Honor Steven Kirsch Gifts Given in Memory Jill Klausing of: Daniel Kohnstamm of: Peter Kohnstamm Bruce Beneke Jeremy Lane Charles Hvass by Thomas Mielenhausen by Joseph T. Dixon Joseph O’Neill Michael Unger Martha Eaves Sam Orbovich Paffly Law Hon. Donald P. Lay Tom Conlin Jennifer Park by by Katherine Piven Thomas and Elizabeth Boyd Eric Larson Karen Schanfield Martha Schmitz John McNeely Lee Sheehy by Dean Eric Janus Jon Theobald Steve Brand by Kyle Thomas Kathleen Panciera William Tilton Hon. Esther Tomljanovich (Ret.) Kari Valley Kenneth Kohnstamm Richard Varco by Terry Wade Daniel Abelson Dwight Wagenius Stuart Alger Rochelle Weber Anonymous Richard Wexler Rebecca Baertsch Steven Wolfe Angela Brandt Stacy Broman Ann Cohen Paul Peterson Kathi Davis by John Degnan American Board of Trial William Donohue Advocates Joan Eichhorst Thomas Fraser Bill Tilton Cathy Haukedahl by Alan Held Barbara Penn Nancy Helmich Ann Huntrods Deborah Huskins Terry Wade Nancy Joyer by Katherine Keane Kathleen Peterson Andrea Kircher 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 $ 2,685,927 Certificates of deposit 2,100,000 Client escrow funds 2,026 Grants and contracts receivable 200,630 Accounts receivable 7,640 Pledges receivable 1,024,015 Prepaid expenses 45,289

TOTAL CURRENT ASSETS 6,065,527

PROPERTY AND EQUIPMENT, at cost Furniture, fixtures and equipment 426,152 Leasehold improvements 223,695 Law library 382,385

1,032,232 Less: accumulated depreciation (827,417)

TOTAL PROPERTY AND EQUIPMENT, net 204,815

TOTAL ASSETS $ 6,270,342

LIABILITIES AND NET ASSETS LIABILITIES Accounts payable $ 209,851 Client trust deposits 2,026 Accrued expenses 674,738

TOTAL LIABILITIES 886,615

NET ASSETS Unrestricted Undesignated 547,704 Board designated 3,500,000 Temporarily restricted 1,336,023

TOTAL NET ASSETS 5,383,727 TOTAL LIABILITIES AND NET ASSETS $ 6,270,342

SOUTHERN MINNESOTA REGIONAL LEGAL SERVICES, INC. STATEMENT OF ACTIVITIES For the Year Ended March 31, 2013

Temporarily Unrestricted Restricted Total SUPPORT AND REVENUE Grants and contracts $ 5,538,443 $ 1,264,781 $ 6,803,224 Other support 1,314,482 - 1,314,482 Donated services 524,179 - 524,179 Program fees 86,350 - 86,350 Miscellaneous 138,167 - 138,167 Investment returns 20,812 - 20,812 Net assets released from restrictions 947,781 (947,781) -

TOTAL SUPPORT AND REVENUE 8,570,214 317,000 8,887,214

EXPENSES Program services 7,801,317 - 7,801,317 Supporting services Management and general 968,436 - 968,436 Fundraising 288,471 - 288,471

TOTAL EXPENSES 9,058,224 - 9,058,224

CHANGE IN NET ASSETS (488,010) 317,000 (171,010)

NET ASSETS, BEGINNING 4,535,714 1,019,023 5,554,737

NET ASSETS, ENDING $ 4,047,704 $ 1,336,023 $ 5,383,727

OFFICE LOCATIONS BOARD OF DIRECTORS

Administrative Office President Thomas C. Mielenhausen, Esq. 55 E 5th St. Suite 1000 J. Scott Braden, Esq. Joseph T. O’Neill, Esq. St. Paul, MN 55101 Michael D. O’Neill, Esq. First Vice President Joseph H. Otterstetter, Esq. Albert Lea Office Terrance C.S. Newby, Esq. Paul D. Peterson, Esq. 132 N. Broadway Katie Pfeifer, Esq. Albert Lea, MN 56007 Second Vice President Stephen P. Safranski, Esq. Peter A. Schmit, Esq. Eastside and American Indian Gail M. Olson, Esq. Daniel L. Scott, Esq. Branch Office William P. Studer, Esq. 579 Wells St. #100 Treasurer Jon A. Theobald, Esq. St. Paul, MN 55130 Thomas B. Hatch, Esq. Kyle M. Thomas, Esq. Education Law Advocacy Project Secretary William L. Tilton, Esq. 450 North Syndicate Street Suite 285 Charles K. Frundt, Esq. Hon. Esther Tomljanovich (Ret.) St. Paul, MN 55104 Terry L. Wade, Esq. Andrew M. Baese, Esq. Minnesota Family Farm Law Project Kathy Bartz 1909 LEGACY SOCIETY 12 Civic Center Plaza Suite 3000 Matthew L. Benda, Esq. Mankato, MN 56001 Hon. Timothy Connell (Ret.) Chair John M. Degnan Mankato Office Mark W. Delehanty, Esq. Brenda Devlin 12 Civic Center Plaza, Suite 3000 Bruce A. Beneke Catherine Harris Mankato, MN 56001 Thomas A. Boardman Emma Hilliard Darlene M. Cobian Refugee, Immigrant & Migrant Suyapa Miranda Kevin W. DeVore Services Brett Olander, Esq. Charlton H. Dietz 450 North Syndicate Street, Suite 285 Lee Ann Riehle, Esq. Michael J. Galvin, Jr. St. Paul, MN 55104 Kari L. Valley, Esq. Kent A. Gernander Mary Cullen Yeager, Esq. RIMS: FARGO Susan M. Holden A. M. (Sandy) Keith 118 Broadway, #616 CAMPAIGN FOR Fargo, ND 58102-4944 Joseph T. O’Neill LEGAL AID Jonathan J. Oviatt Rochester Office William S. Partridge 903 W Center St, Suite 130 Chair Jon A. Theobald Rochester, MN 55902 Steven J. Kirsch, Esq. Terry L. Wade Perry M. Wilson, III St. Paul Central Office Stuart Alger, Esq. 55 E 5th St Suite 400 Thomas H. Boyd, Esq. St. Paul, MN 55101 Angela Beranek Brandt, Esq. Stacy A. Broman, Esq. Shakopee Office John M. Degnan, Esq. 712 Canterbury Road South Bernie M. Dusich, Esq. Shakopee, MN 55379 Thomas S. Fraser, Esq. Jack M. Fribley, Esq. Winona Office LB Guthrie, Esq. 66 East Third St., Suite 204 Annual Report Design by: Hon. Beverly Jones Heydinger Winona, MN 55987-3478 Keith Larson Timothy Hughes Diana Konopka Kay Nord Hunt, Esq. Worthington Office Ann Huntrods, Esq. Thank you to Keith Larson for his 421 Tenth Street Lee A. Hutton III, Esq. generous contribution of time in Worthington, MN 56187 Ruth S. Marcott, Esq. designing this report. One Firm ... One Mission ... JUSTICE