2011-05-13T11:11:47-05:00 2010-12-31 ANDERSON ZURMUEHLEN & CO PC PO BOX 1040 HELENA MT 59624 990 2010-01-01 731654969 MONTANA NONPROFIT ASSOCIATION MONT 4064493717 PO BOX 1744 HELENA MT 59624 BRIAN MAGEE 4064493717 2011-05-11 1 PAULA R JACQUES 4064421040 2010 2016-02-24 21:20:13Z BRIAN MAGEE PO BOX 1744 HELENA MT 59624 673620 0 X WWW.MTNONPROFIT.ORG X 2001 MT THE MONTANA NONPROFIT ASSOCIATION (MNA) IS A MEMBERSHIP ORGANIZATION THAT PROMOTES A STRONG NONPROFIT 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; ORGANIZATIONAL DEVELOPMENT INCLUDING TRAINING AND TECHNICAL ASSISTANCE TO BUILD NONPROFIT CAPACITY, RESEARCH AND COMMUNICATIONS ON ISSUES OF IMPORTANCE TO NONPROFITS AND NETWORK BUILDING TO CONNECT AND STRENGTHEN NONPROFITS. 14 14 5 0 0 0 200714 329054 269482 343540 1545 1026 36 0 471777 673620 0 0 0 0 326775 306783 0 0 11382 221377 194900 548152 501683 -76375 171937 282041 462814 82940 91776 199101 371038 X THE MONTANA NONPROFIT ASSOCIATION (MNA) IS A MEMBERSHIP ORGANIZATION THAT PROMOTES A STRONG NONPROFIT 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; ORGANIZATIONAL DEVELOPMENT INCLUDING TRAINING AND TECHNICAL ASSISTANCE TO BUILD NONPROFIT CAPACITY, RESEARCH AND COMMUNICATIONS ON ISSUES OF IMPORTANCE TO NONPROFITS AND NETWORK BUILDING TO CONNECT AND STRENGTHEN NONPROFITS. 0 0 179823 172201 PROFESSIONAL AND ORGANIZATIONAL DEVELOPMENT (POD): MNA ASSISTS NONPROFITS IN THEIR DEVELOPMENT FROM START-UP ORGANIZATIONS TO EFFECTIVE, EFFICIENT, AND SUSTAINABLE CHARITABLE NONPROFIT ORGANIZATIONS. MNA'S PRINCIPLES AND PRACTICES FOR NONPROFIT EXCELLENCE SERVE AS THE FOUNDATION FOR OUR POD PROGRAM WHICH IS SUPPORTED BY A BROAD ARRAY OF IMPLEMENTATION RESOURCES INCLUDING SELF-HELP TOOLS, ONE-ON-ONE TECHNICAL ASSISTANCE, TRAINING AND EDUCATIONAL OPPORTUNITIES, CONFERENCES, AND MORE. 159291 106621 MEMBERSHIP / COMMUNICATIONS: MNA DEEPENS THE GENERAL PUBLIC'S AWARENESS AND UNDERSTANDING OF NONPROFITS IN MONTANA THROUGH PUBLISHED RESEARCH AND MEDIA ADVOCACY AND ENSURES THAT TIMELY AND USEFUL NONPROFIT INFORMATION IS DISSEMINATED ACROSS THE MNA NETWORK THROUGH MEMBER COMMUNICATIONS, WEB-BASED INFORMATION SHARING, AND GENERAL MEMBERSHIP SUPPORT. 38514 60399 GROUP BUYING PRODUCTS AND SERVICES: MNA NEGOTIATES AND SECURES AFFORDABLE PRODUCTS AND SERVICES TO HELP MNA MEMBERS SAVE ON ADMINISTRATIVE COSTS SO THAT NONPROFITS CAN DIRECT MORE RESOURCES TOWARDS MISSION RELATED WORK. EACH YEAR, MNA MEMBERS SAVE HUNDREDS OF THOUSANDS OF DOLLARS THROUGH MNA'S GROUP BUYING PROGRAMS INCLUDING HEALTH INSURANCE, DIRECTORS AND OFFICERS INSURANCE, PROPERTY AND CASUALTY INSURANCE, TELECONFERENCING, OFFICE SUPPLIES, JOB POSTINGS, BACKGROUND CHECKS AND MORE. 36397 900 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. 36397 900 414025 1 1 0 1 0 0 0 0 0 0 1 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 1 2 0 5 1 0 0 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 BRIAN MAGEE EXECUTIVE DIRECTOR 4064493717 432 N LAST CHANCE GULCH SUITE E HELENA MT 59601 JUDY HELD 2.00 X X 0 0 0 JONO MCKINNEY 2.00 X X 0 0 0 BRUCE DAY 2.00 X X 0 0 0 MARCIA EIDEL 2.00 X X 0 0 0 NED COONEY 2.00 X X 0 0 0 RUSS CARGO 2.00 X 0 0 0 ANDREA DAVIS 2.00 X 0 0 0 SUE HERMAN 2.00 X 0 0 0 PETE MACFADYEN 2.00 X 0 0 0 BRODIE MOLL 2.00 X 0 0 0 SHEILA RICE 2.00 X 0 0 0 RICK ROBINSON 2.00 X 0 0 0 JIM SOFT 2.00 X 0 0 0 PAUL TUSS 2.00 X 0 0 0 BRIAN MAGEE 40.00 X 69006 0 0 69006 0 0 0 0 0 0 0 329054 15000 329054 MEMBERSHIP DUES 611430 108582 108582 DISCOUNT PRODUCT FEES 611430 80088 80088 CONFERENCE & TRAINING 611430 76880 76880 SPONSORSHIPS 611430 53240 53240 PROJECT FEES 611430 24750 24750 343540 1026 1026 673620 343540 0 1026 246257 200140 38848 7269 15121 12412 2260 449 22505 17924 3949 632 22900 18693 3503 704 11515 11515 2406 5 2401 27089 25524 1500 65 33277 28278 4260 739 11600 10656 285 659 3034 2393 573 68 5754 4703 881 170 1499 1499 CONTRACTED SERVICES 75151 74384 744 23 PROPERTY & EQUIPMENT 22816 18879 3333 604 MISCELLANEOUS EXPENSE 759 34 725 501683 414025 76276 11382 81724 114468 154830 271796 21332 59812 662 1000 32168 16430 21492 15738 2001 282041 462814 44631 47673 38309 44103 82940 91776 X 27114 71713 171987 299325 199101 371038 282041 462814 171937 X 0 1 1 X 0 X 211168 231518 231499 200714 329054 1203953 152710 215060 238015 269518 339847 1215150 363878 446578 469514 470232 668901 2419103 182412 79000 149000 179500 244656 834568 4017 4451 56695 33038 33389 131590 186429 83451 205695 212538 278045 966158 1452945 6038 8308 2949 1545 1026 19866 6038 8308 2949 1545 1026 19866 369916 454886 472463 471777 669927 2438969 0.59570 0.61600 0.00810 0.01000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 486 0 0 486 0 32168 16430 15738 15738 673620 501683 171937 0 171937 673620 0 673620 0 673620 501683 0 501683 0 501683 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 11 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 IN AS 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 COMPENSTATION. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE.