2017-11-15T19:23:56-06:00 2016-12-31 390758449 Wipfli LLP PO Box 1699 Helena MT 59624 990 2016-01-01 731654969 Montana Nonprofit Association MONT 4064493717 PO Box 1744 Helena MT 59624 Elizabeth Moore Executive Director 4064493717 2017-11-15 1 Meghan Bronec CPA P00399092 4064425520 2017-11-15 65.117.89.221 2017-11-15 12:26:52 MS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 A57BA7FB3ADEDC52E285D94F81FAD02ED95237A5 2016 2018-03-14 21:41:22Z Elizabeth Moore PO Box 1744 Helena MT 59624 529691 0 X WWW.MTNONPROFIT.ORG X 2001 MT 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. 14 14 9 0 0 0 137093 72116 405961 457557 30 18 0 0 543084 529691 0 0 0 0 302626 285573 0 0 29444 371441 307605 674067 593178 -130983 -63487 230192 138141 108267 79493 121925 58648 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. 0 0 262254 257263 PROFESSIONAL AND ORGANIZATIONAL DEVELOPMENT (POD): In 2016, 1129 leaders from 558 organizations from across Montana participated in one or more of MNA's community workshops. More than 400 attended the Annual Conference, making it the highest attended to date. MNA held a four part management series in two Montana Communities and hosted two statewide tours of a nationally recognized nonprofit author. MNA's education program is based on our Principles and Practices for Nonprofit Excellence in Montana. The education program is supported by a broad array of implementation resources including self-help tools and 1:1 technical assistance. 117720 121106 MEMBERSHIP/COMMUNICATIONS: Through our 577 nonprofit members and 72 affiliate members, MNA builds visibility, voice and cohesiveness within Montana's nonprofit sector. On behalf of its members, MNA deepens awareness and understanding of nonprofits in Montana through advocacy and information. In 2016, MNA and a cohort published the Northwest Nonprofit Capacity report detailing the strengths, challenges and resilience of Alaska, Idaho, Montana, Oregon, and Washington nonprofits. MNA's e-news is distributed monthly to a listserve of almost 2500, 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. 34934 79188 GROUP BUYING PRODUCTS AND SERVICES: In 2016 MNA members saved more than $1 million on administrative costs through group buying power. MNA negotiates and secures affordable products and services so that MNA members can direct more resources toward mission related work. MNA's group buying programs include health insurance, directors and officers insurance, job board, grantseeking subscriptions, and background checks. 47305 Advocacy and public policy: MNA serves as the voice for the charitable nonprofit community, shapes public policy through action, and builds the capacity of nonprofits to be strong advocates. MNA's advocacy and public policy program includes: (1) Education and lobbying on public policy issues that impact all nonprofits, and (2) training, education and tools to build the nonprofit community's advocacy and public policy skills. In 2016 MNA advocated for more equitable labor regulations and opposed an IRS substantiation proposal. 47305 462213 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 33 0 1 9 1 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X Elizabeth Moore Executive Director 4064493717 7 W 6th Avenue Suite 4G Helena MT 59601 Jason Rittal Director 2.00 X 0 0 0 CB Pearson Vice Chair 2.00 X X 0 0 0 Susan Denson Guy Secretary 2.00 X X 0 0 0 Sherman Weimer Treasurer 2.00 X X 0 0 0 Andrea Vernon Director 2.00 X 0 0 0 Bob Wilmouth Director 2.00 X 0 0 0 Matt Lundgren Director 2.00 X 0 0 0 Leslie Modrow Director 2.00 X 0 0 0 Denise Dee Incoronato Director 2.00 X 0 0 0 Dawn Wrigg Director 2.00 X 0 0 0 Scott Pankratz Member at Large 2.00 X 0 0 0 DeeAnn Richardson Director 2.00 X 0 0 0 Rob Tallon Director 2.00 X 0 0 0 Larry Johnson Director 2.00 X 0 0 0 Mary Peterson Chair 2.00 X X 0 0 0 Brenda Peterson Director 2.00 X 0 0 0 Elizabeth Moore Executive Director 40.00 X 75400 0 4524 75400 0 4524 0 0 0 0 0 72116 72116 Annual Conference Spon 611430 135583 135583 Membership Dues 611430 119186 119186 Training & CONF REGIST 611430 116070 116070 Discount Product Fees 611430 86718 86718 457557 18 18 529691 457557 0 18 X 79924 61248 13095 5581 149881 114858 24557 10466 3576 2740 586 250 35291 27045 5782 2464 16901 12952 2769 1180 574 456 108 10 26804 21280 5036 488 129139 102525 24262 2352 600 508 74 18 48100 40729 5937 1434 36404 27037 7128 2239 18926 17547 642 737 8855 7498 1093 264 8248 4685 3030 533 1787 1513 221 53 Property & Equipment 15273 8675 5610 988 Miscellaneous Expense 11895 10070 1468 357 Grants Awarded 1000 847 123 30 593178 462213 101521 29444 14781 26139 5879 5896 150653 54140 23244 19305 10235 2778 77038 52875 21033 24163 481 690 3886 5030 230192 138141 60317 31150 47950 48343 108267 79493 X -16446 677 138371 57971 121925 58648 230192 138141 -63487 210 0 X X 1 X 0 1 0 X 191903 275877 280946 258815 191304 1198845 344407 350532 254333 284239 338372 1571883 536310 626409 535279 543054 529676 2770728 0 123361 251986 120358 90522 49389 635616 123361 251986 120358 90522 49389 635616 2135112 578 507 437 30 228 1780 578 507 437 30 228 1780 513 513 537401 626916 535716 543084 529904 2773021 0.77000 0.73160 0.00060 0.00080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 110049 110049 165074 916 916 27512 27512 41268 47733 40771 6962 29305 12104 17201 24163 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. 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. 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 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 duly noted 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, and d. 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 15 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 18 These documents are available on the organization's website. Form 990, Part VI, Section C, line 19 These documents are available on the organization's website. Form 990, Part IX, line 11g Contracted Services: Program service expenses 102,525. Management and general expenses 24,262. Fundraising expenses 2,352. Total expenses 129,139. Form 990, Part XII, Line 2c: This process has not changed from prior years.