2024-05-16T11:58:32-07:00 2023-12-31 463057681 Amatics CPA Group 45 Discovery Drive Bozeman MT 59718 990 2023-01-01 731654969 MONTANA NONPROFIT ASSOCIATION MONT 4064493717 PO BOX 1744 HELENA MT 59624 ADAM JESPERSEN Executive Dir. 2024-05-16 true ADAM JESPERSEN 999009999 true JUSTIN GERBER P01522824 4064041925 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z ELIZABETH MOORE PO BOX 1744 HELENA MT 59624 1507585 false X WWW.MTNONPROFIT.ORG X 2001 MT MNA'S MISSION IS TO PROVIDE LEADERSHIP TO MONTANA'S NONPROFIT SECTOR, AND PARTNER WITH CHARITABLE NONPROFITS TO CREATE A SUSTAINABLE, NETWORKED, AND INFLUENTIAL SECTOR. 10 10 8 55 0 383259 972422 531830 532174 3161 2989 0 918250 1507585 0 0 555336 633413 0 49400 423395 439939 978731 1073352 -60481 434233 1013586 1454774 204165 207030 809421 1247744 X THE MONTANA NONPROFIT ASSOCIATION (MNA) IS BASED ON A BELIEF THAT A STRONG AND VIBRANT NONPROFIT SECTOR IS ESSENTIAL TO MONTANA'S VITALITY AND LIVABILITY. MNA'S MISSION IS TO PROVIDE LEADERSHIP TO MONTANA'S NONPROFIT SECTOR, AND PARTNER WITH CHARITABLE NONPROFITS TO CREATE A SUSTAINABLE, NETWORKED, AND INFLUENTIAL SECTOR. MNA ACHIEVES ITS MISSION BY PROVIDING THE FOLLOWING PROGRAMS AND SERVICES TO ITS MEMBERS: ADVOCACY AND PUBLIC POLICY ON SECTOR-WIDE ISSUES; GROUP BUYING OPPORTUNITIES TO SAVE ADMINISTRATIVE COSTS; PROFESSIONAL AND ORGANIZATIONAL DEVELOPMENT INCLUDING TRAINING AND TECHNICAL ASSISTANCE TO BUILD NONPROFIT CAPACITY, RESEARCH AND COMMUNICATIONS ON ISSUES OF IMPORTANCE TO NONPROFITS, NETWORK BUILDING TO CONNECT AND STRENGTHEN NONPROFITS, AND PROMOTING A CULTURE OF PHILANTHROPY. false false 699208 275067 PROFESSIONAL AND ORGANIZATIONAL DEVELOPMENT (POD): IN 2023, MNA SERVED OVER 5,000 NONPROFIT PROFESSIONALS THROUGH ITS PROGRAMMING. AS A RESULT OF MNA'S OFFERINGS, NONPROFIT ORGANIZATIONS ACROSS MONTANA EXPANDED THEIR USE OF TECHNOLOGY, ADOPTED NEW DATA-DRIVEN AND INNOVATIVE CAPACITY-BUILDING SOLUTIONS, AND GAINED ACCESS TO AFFORDABLE AND NO-COST TRAINING TO INCREASE THEIR RESILIENCE. SPECIFICALLY, MNA OFFERED TWO LEARNING COHORTS, SEVEN AFFINITY GROUPS, AND SEVERAL TRAININGS FOCUSED ON CAPACITY-BUILDING SOLUTIONS SUCH AS FINANCIAL LEADERSHIP, BOARD GOVERNANCE, AND HUMAN RESOURCES, A FUNDRAISING SUMMIT, AND AN ANNUAL CONFERENCE ATTENDED BY 1,743 NONPROFIT PROFESSIONALS ACROSS THE STATE. ADDITIONALLY, MNA PARTNERED WITH LOCAL COMMUNITIES TO PROVIDE LEADERSHIP AND CONNECTION IN RURAL AREAS, OFFERING TRAINING, RESOURCES, AND SUPPORTING CAPACITY BUILDING. ALL THIS WAS ACCOMPLISHED WHILE ALSO OFFERING NONPROFIT TECHNICAL ASSISTANCE THROUGH ONE-ON-ONE AND ORGANIZATIONAL CONSULTING, A WELL-DEVELOPED AND CURATED ONLINE RESOURCE LIBRARY, HOSTING VIRTUAL TOWN HALLS ON ISSUES IMPACTING THE NONPROFIT SECTOR, AND PUBLISHING WHITE PAPERS, REPORTS, AND TOOLKITS ON A VARIETY OF RELEVANT TOPICS. 105873 177793 MEMBERSHIP: In partnership with MORE THAN 800 members, MNA builds visibility, voice and cohesiveness within Montana's nonprofit sector. On behalf of our members, MNA deepens awareness and understanding of nonprofits in Montana through advocacy and information. MNA's e-news is distributed monthly to a listserve of over 4,200 subscribers, ensuring timely and useful nonprofit information and resources are disseminated across the MNA network. MNA informs and engages nonprofits in advocacy on broad, sector-wide issues that impact them, including tax exemption and charitable giving issues. 93583 Advocacy and Public Policy: MNAs communications programming increases efficiency for organizational staff and leaders who look to MNA to curate the immense amount of information and resources available. MNAs list-serve grew by 17% in 2022, to 4,800 subscribers with an average open rate on e-mails of approximately 35%. 134 organizations participated in MNAs 2022 Montana Nonprofit Wage and Benefit survey, resulting in a robust report which was one of the most requested products of the year. MNA offered consistent and timely public policy updates and encouraged advocacy on federal issues of interest to the nonprofit sector. In 2022 MNA undertook several membership surveys and worked with its 20 member Public Policy Council to prepare for the upcoming Montana Legislative Session. The Public Policy agenda was expanded to include Civic Engagement, and also prioritized advocacy for housing and childcare as workforce issues. 14772 79314 913436 true true false true false false false false false true true false false true true false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 35 0 true 8 true false false false false false false false 0 false false false false false false false X 10 10 false false false false true true true true true false false true true true true true true true true false X X X MONTANA NONPROFIT ASSOCIATION 4064493717 7 W 6TH AVENUE SUITE 504 HELENA MT 59601 ELIZABETH MOORE Executive Dir. 40.00 0.00 X 119405 0 12415 ALISON PAUL CHAIR 2.00 0.00 X X 0 0 0 JIM BENNETT VICE CHAIR 2.00 0.00 X X 0 0 0 ALAN SATTERLEE Secretary 2.00 0.00 X X 0 0 0 SUZANNE SEVERIN Treasurer 2.00 0.00 X X 0 0 0 BURKE KUFELD Director 2.00 0.00 X 0 0 0 JESSE MAHUGH Director 2.00 0.00 X 0 0 0 NANCY SCHLEPP Director 2.00 0.00 X 0 0 0 JAMIE SHANKS Director 2.00 0.00 X 0 0 0 RON SLINGER Director 2.00 0.00 X 0 0 0 TODD WILSON Director 2.00 0.00 X 0 0 0 119405 12415 1 false false false 0 972422 972422 CONFERENCE SPONSORSHIPS 611430 80400 80400 DISCOUNT PRODUCT FEES 611430 79803 79803 MEMBERSHIP DUES 611430 177793 177793 TRAINING & CONFERENCE REG 611430 194178 194178 532174 2989 2989 0 0 0 0 0 0 0 0 1507585 532174 2989 X 0 0 0 0 131820 84365 35591 11864 0 407864 372139 14133 21592 11387 10642 138 607 41907 28546 8037 5324 40435 34937 3009 2489 0 2970 2970 14000 14000 0 0 0 238793 230091 7154 1548 4117 4117 25151 19311 4265 1575 2064 2064 0 36898 31475 3080 2343 34917 31961 1921 1035 0 0 0 0 8153 6858 787 508 6048 6048 Printing and Publications 32044 25170 6860 14 BANK FEES 13812 10451 2950 411 GRANT STATION 12200 12200 Postage and Shipping 6016 5477 539 2756 662 2004 90 1073352 913436 110516 49400 707901 580070 200016 400104 23000 335900 20669 20272 0 0 0 0 3000 8047 51342 47187 12308 4155 0 0 0 0 46692 106226 1013586 1454774 109018 81587 60174 62428 34973 63015 204165 207030 X 651321 719454 158100 528290 809421 1247744 1013586 1454774 X 434233 4090 X false true X true false X 816528 939034 773360 558556 1150215 4237693 328974 279908 332091 356533 354381 1651887 0 0 0 1145502 1218942 1105451 915089 1504596 5889580 475000 380000 270000 325000 738100 2188100 34762 7957 5445 6372 1964 56500 509762 387957 275445 331372 740064 2244600 3644980 26 3 12 3161 2989 6191 0 26 3 12 3161 2989 6191 0 0 1145528 1218945 1105463 918250 1507585 5895771 0.61820 0.62830 0.00110 0.00070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false 150 150 1023802 1023952 177395 44349 false 160335 152483 166288 177395 656501 984752 360 150 510 40084 38121 41572 44349 164126 246189 360 150 510 25000 4090 29090 1.00000 true false false 22402 18247 4155 28940 28940 4155 BENEFICIAL INTEREST IN ASSET HELD BY OTH 29090 OTHER ASSETS 14121 RIGHT-OF-USE ASSET 63015 106226 LEASE LIABILITY 63015 63015 1512675 1000 4090 5090 1507585 1507585 1074352 1000 1000 1073352 1073352 Part V, Line 4: Intended uses of the endowment fund. BOARD DESIGNATED ENDOWMENT HELD BY MONTANA COMMUNITY FOUNDATION. THE ORGANIZATION INTENDS TO GROW THE BALANCE AND RECEIVE AN ANNUAL DISTRIBUTION TO AID IN PROGRAM SERVICE ACCOMPLISHMENTS. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 CHANGE IN VALUE IN BENEFICIAL INTEREST $4090 Form 990, Part III, Line 4d OTHER PROGRAM SERVICES 4: Advocacy and Public Policy: MNAs communications programming increases efficiency for organizational staff and leaders who look to MNA to curate the immense amount of information and resources available. MNAs list-serve grew by 17% in 2022, to 4,800 subscribers with an average open rate on e-mails of approximately 35%. 134 organizations participated in MNAs 2022 Montana Nonprofit Wage and Benefit survey, resulting in a robust report which was one of the most requested products of the year. MNA offered consistent and timely public policy updates and encouraged advocacy on federal issues of interest to the nonprofit sector. In 2022 MNA undertook several membership surveys and worked with its 20 member Public Policy Council to prepare for the upcoming Montana Legislative Session. The Public Policy agenda was expanded to include Civic Engagement, and also prioritized advocacy for housing and childcare as workforce issues. Form 990, Part VI, Section A, Line 6 MNA IS A PUBLIC BENEFIT ORGANIZATION WITH VOTING MEMBERS. Form 990, Part VI, Section A, Line 7a THE MEMBERS OF MNA ELECT THE BOARD OF DIRECTORS AT THE ANNUAL MEMBER MEETING IN CONJUNCTION WITH MNA'S ANNUAL CONFERENCE. Form 990, Part VI, Section A, Line 7b SOME OF THE DECISIONS OF THE BOARD OF DIRECTORS ARE SUBJECT TO THE RATIFICATION BY THE MEMBERS. THIS TAKES PLACE AT THE ANNUAL MEMBER MEETING AT MNA'S ANNUAL CONFERENCE. THIS YEAR, THERE WERE NO SUCH GOVERNANCE DECISIONS OUTSIDE OF ELECTION OF DIRECTORS. Form 990, Part VI, Section B, Line 11b THE FINANCE COMMITTEE REVIEWS AND APPROVES THE FORM 990 AND MAKES A RECOMMENDATION FOR THE BOARD TO REVIEW AND APPROVE THE FORM 990 FOR FILING. ALL BOARD MEMBERS RECEIVE A COMPLETE COPY OF THE 990 BEFORE IT IS SIGNED AND SENT TO THE IRS. THE BOARD OFFICIALLY ACCEPTS THE DOCUMENT AS A MATTER OF RECORD AT ONE OF THEIR MEETINGS AND NOTES THIS IN THE MINUTES. Form 990, Part VI, Section B, Line 12c 1) EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON:A. HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY.B. HAS READ AND UNDERSTANDS THE POLICY.C. HAS AGREED TO COMPLY WITH THE POLICY, ANDD. UNDERSTANDS THAT MNA IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES.2) EACH VOTING MEMBER OF THE BOARD SHALL ANNUALLY SIGN A STATEMENT WHICH DECLARES WHETHER SUCH PERSON IS AN INDEPENDENT DIRECTOR.3) IF AT ANY TIME DURING THE YEAR, THE INFORMATION IN THE ANNUAL STATEMENT CHANGES MATERIALLY, THE DIRECTOR SHALL DISCLOSE SUCH CHANGES AND REVISE THE ANNUAL DISCLOSURE FORM.4) THE EXECUTIVE COMMITTEE SHALL REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THIS POLICY BY REVIEWING ANNUAL STATEMENTS AND TAKING SUCH OTHER ACTIONS AS ARE NECESSARY FOR EFFECTIVE OVERSIGHT. Form 990, Part VI, Section B, Line 15a MNA HAS THE FOLLOWING POLICY IN PLACE: THE BOARD SHALL REVIEW AND APPROVE EXECUTIVE COMPENSATION, AFTER A REVIEW OF COMPARABLE DATA OR OTHER EVIDENCE THAT COMPENSATION IS REASONABLE AND SHALL CONTEMPORANEOUSLY SUBSTANTIATE ITS DELIBERATION AND DECISION IN THE MINUTES. ONLY THOSE DIRECTORS WHO ARE FREE OF CONFLICTS OF INTEREST MAY VOTE ON EXECUTIVE COMPENSATION. Form 990, Part VI, Section C, Line 19 THESE DOCUMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. Form 990, Part XI, Line 9 CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS = $4090