Promoting a Strong Nonprofit Sector in Montana Ecology Project International - Missoula

2012 Annual Report Greetings from Montana Nonprofit Association –

This year MNA moved into its second decade of leadership within Montana’s nonprofit sector. When MNA began in 2001, our founders knew a strong membership was paramount. Today, almost 650 nonprofit organization members are both our foundation and our guide. With you, MNA has emerged as the voice for Montana’s nonprofit sector. In many ways 2012 was a year of collecting. We gathered data, sought feedback, solicited advice, sent surveys, and asked your opinions. From the small business health care tax credit to the charitable deduction, sequestration, operating reserves and government contracts – you gave us information and we used it to inform, educate and advocate on your behalf. As we listened, we heard your priorities for MNA. At the top of the list is excellent, readily accessible education and resources. Next, you look to MNA to be the voice, the advocate, the public policy presence for the sector. You also value MNA’s role as a one stop shop for current information and data on trends, challenges, and opportunities both within and outside the sector. Our most significant accomplishments in 2012 directly respond to these priorities. We added a second staff person to our Professional and Organizational Development Program. We led the effort for renewal of Montana’s endowment tax credit, launching www.endowmt.org in the process. We brought you the 2012 Montana Nonprofit Compensation Report, the 2012 Nonprofit Finance Fund Report and did the legwork for the 2013 Montana Nonprofit Sector report. As we look ahead, we recognize the immense challenges Montana’s nonprofits face – the reality of funding cuts, threats to the tax exempt status, public confusion about different types of nonprofits, and increased demands for service. Our response matters. Individually, we can cultivate an abundance mentality, become learners, do less and plan more, and intentionally sustain our inner lives. Organizationally, we can sharpen our focus and excel in our leadership and management practices. Collectively, we can continue to come together to raise the visibility and voice of Montana’s nonprofit sector for the betterment of Montana. Thank you for your work, thank you for being part of Montana’s nonprofit community. Together we are many missions, one voice.

Jono McKinney, Chair Liz Moore, Executive Director MNA Board of Directors

2 MNA Leadership MNA 2012 Board of Directors

Jono McKinney, Chair Jim Lawrence President / CEO Vice President of Development Montana Conservation Corps - Bozeman Special Olympics Montana - Great Falls

Russ Cargo, Vice Chair Brodie Moll Principal CEO Third Sector Services, LLC - Helena Mission Mountain Enterprises - Ronan Bruce Day, Treasurer CB Pearson Executive Director Senior Vice President Rural Employment Opportunities - Helena M+R Strategic Services - Missoula Andrea Davis, Secretary Mary Peterson Executive Director Executive Director homeWORD - Missoula Eagle Mount - Bozeman Marcia Eidel, Member at Large Sheila Rice Development Director Executive Director Archie Bray Foundation - Helena NeighborWorks Montana - Great Falls

Kelly Bruggeman Paul Tuss, Public Policy Council Chair Executive Director Executive Director First Interstate Bank Foundation - Billings Bear Paw Development Corporation - Havre Carol Condon Executive Director Glendive Medical Center Foundation

MNA Staff Melanie Dayton, Office Manager Liz Moore, Executive Director Brad Robinson, Member Services Director Gail Tronstad, Training and Events Manager Suzanne Wilcox, Organizational Development Director

3 Financials

MNA’s total revenue in 2012 was $552,401, higher than the 2% 2011 total of $516,530. Fundraising MNA’s total operating expenses for 2012 were $588,665, a decrease from the 2011 total of $594,619. 81% of expenditures were used to strengthen Montana’s 17% nonprofit sector by advancing our collective voice, increasing Administration nonprofit management & leadership capacity, generating accurate research & information about the sector, & giving nonprofits access to a suite of cost-saving products. 17% of expenditures were used for administration and 2% for fundraising. 81% By year’s end, MNA’s statement of financial position reflected a Expenditures planned decrease in net assets of $36,264 as donor restricted funds were released and expended for their identified purposes.

3% 4% Net Assets Released from Restriction

7% Nonprofit Member Dues

34% 8% Discount Product Fees Conference & Training Fees

12% Contributed Support

Sponsorships 14%14% 18% Project Fees

Affiliate Members

4 2012 Financial Statements

MONTANA NONPROFIT ASSOCIATION MONTANA NONPROFIT ASSOCIATION 2012 Statement of Financial Position Statement of Activities 2012 For the Year Ended December 31, 2012 ASSETS TEMPORARILY UNRESTRICTED RESTRICTED TOTAL CURRENT ASSETS REVENUES: Cash and cash equivalents $215,894 Nonprofit member dues $ 108,089 $ - $ 108,089 Grants receivable, current portion $88,493 Affiliate member dues $ 15,020 $ - $ 15,020 Accounts receivable $29,593 Sponsorships $ 41,400 $ - $ 41,400 Prepaid expenses $1,000 Discount product fees $ 80,355 $ - $ 80,355 Total current assets $334,980 Conference and trianing fees $ 73,855 $ - $ 73,855 Contributed support $ 49,801 $ 157,102 $ 206,903 PROPERTY AND EQUIPMENT Miscellaneous $ 513 $ - $ 513 Computers and equipment $35,657 Project Fees $ 25,688 $ - $ 25,688 Software $11,006 Interest and dividends $ 578 $ - $ 578 Accumulated depreciation and amortization $(30,420) $ 395,299 $ 157,102 $ 552,401 Total property and equipment $16,243 Net assets released from restriction $ 199,586 $ (199,586) $ - Total revenue $ 594,885 $ (42,484 $ 552,401 Total assets $351,223 $ - EXPENSES: $ - LIABILITIES AND NET ASSETS Program $ 475,149 $ - $ 475,149 Management and general $ 99,821 $ - $ 99,821 CURRENT LIABILITIES Fundraising $ 13,695 $ - $ 13,695 Accounts payable $21,332 Total expenses $ 588,665 $ - $ 588,665 Payroll taxes payable $8,840 $ - Accrued wages payable $14,624 Change in net assets $ 6,220 $ (42,484) $ (36,264) Deferred membership dues $49,742 $ - Total current liabilities $94,538 Net assets, beginning of year $ 62,630 $ 230,319 $ 292,949 $ - NET ASSETS Net assets, end of year $ 68,850 $ 187,835 $ 256,685 Unrestricted $68,850 Temporarily restricted $187,835 Total net assets $256,685

Total liabilities and net assets $351,223

5 Membership Brain Injury Alliance of Montana Membership is our foundation and our north star, strengthening and guiding the work of Montana Bridgercare Broadwater Community Health Foundation Nonprofit Association. In 2012, MNA grew to represent more than 10 percent of all registered Buffalo Field Campaign 501(c)(3)’s in Montana (IRS Exempt Organization Master File, 12/2012). Our membership participation Burton K. Wheeler Center makes Montana one of the most active, connected, and involved states in the country and MNA one of Butte 4-C’s the most successful State Associations in the country. For that, we offer you our greatest thanks. Butte Emergency Food Bank Butte Rescue Mission C.A.R.E. Center A Carousel for Missoula Foundation Big Brothers Big Sisters of Park County C.M. Russell Museum A.W.A.R.E. Big Brothers Big Sisters of Yellowstone County Camp Mak-A-Dream Absaroka Beartooth Wilderness Foundation Big Flat Community Grain Bin Cancer Support Community Montana ACLU of Montana Foundation Big Hole River Foundation Carbon County Arts Guild & Depot Gallery Adult Resource Alliance of Yellowstone County Big Hole Watershed Committee Carbon County Historical Society and Museum Adventure Cycling Association Big Horn Hospital Association Carbon/Stillwater Community & Senior Programs Alternative Energy Resources Organization Big Sandy Activities Care Team- Office of Development Alberta Bair Theater Big Sky Community Corporation Career Futures Alliance for Youth Big Sky Institute for the Advancement Career Training Institute Alpine Artisans of Nonprofits Career Transitions Alternatives Big Sky Senior Services CASA of Montana American Independent Business Alliance Big Sky Youth Empowerment Project CASA-CAN Children’s Advocate Network American Indian Business Leaders BikeNet Cascade County Law Clinic American Indian Institute Billings Child Care Association Catholic Foundation of Eastern Montana American Prairie Foundation Billings Clinic Center for Asbestos Disease Foundation American Red Cross of Montana Billings Community Foundation Center for Large Landscape Conservation Anaconda Community Foundation Billings Depot Center for Mental Health Anaconda PCA Family Resource Center Billings Preservation Society Center for Restorative Youth Justice Aquatic Habitat Group Billings Symphony Society Central Asia Institute Archie Bray Foundation Biomimicry Institute Central Montana Community Health Center Area II Agency on Aging Bitter Root Resource Conservation & Central Montana Head Start Arlee Community Development Corporation Development Area Central Montana Youth Mentoring Program Art Mobile of Montana Bitter Root Water Forum Cheerful Heart Arthritis Foundation, Montana Chapter Bitterroot Ecological Awareness Resources Child Care Connections Arts Council of Big Sky Bitterroot Performing Arts Council Child Care Partnerships Arts Without Boundaries Foundation Black Rose Spiritual Center Child Care Resources BareTooth Cupboards Blackfoot Challenge Child Development Center Bear Paw Development Corporation Blue Mountain Clinic Children’s Alliance of Montana Bear Trust International Blue Water Task Force Children’s Museum of Bozeman Beartooth Billings Clinic-Foundation Bob Marshall Wilderness Foundation Childrens Museum of Montana Beartooth Humane Alliance Boyd Andrew Community Services Choteau Activities Beartooth Recreational Trails Association Boys and Girls Club of Carbon County Citizens For A Better Flathead Befrienders Boys and Girls Club of Lewistown Clark Fork Coalition Belgrade Senior Center Boys and Girls Club of the Little Rockies Clark Fork Valley Hospital Foundation Benefis Health System Foundation Boys and Girls Club of the Northern Clearwater Resource Council Better Billings Foundation Cheyenne Nation Climate Ride Better Business Bureau Education Foundation Boys and Girls Clubs of Yellowstone County Community Action Partnership of Bicentennial Apartments Bozeman Area Community Foundation Northwest Montana Big Brothers Big Sisters of Butte-Silver Bow Bozeman Deaconess Foundation Community Closet Big Brothers Big Sisters of Flathead County Bozeman Public Library Foundation Community Counseling and Correctional Services Big Brothers Big Sisters of Gallatin County Bozeman Schools Foundation Community Food & Agriculture Coalition Big Brothers Big Sisters of Great Falls Bozeman Senior Center Community Foundation for a Better Bigfork Big Brothers Big Sisters of Helena Bozeman Symphony Society Big Brothers Big Sisters of Missoula Bozeman Youth Initiative

6 Membership Continued Great Falls Community Food Bank Community Mediation Center Family Tree Center Farm in the Dell Great Falls Senior Citizen’s Center Community Medical Center Foundation Great Falls Symphony Association Community Option Resources Enterprises Fergus County Council on Aging Fifth Judicial District Voice for Children Greater Gallatin United Way Congregation Beth Aaron Greater Gallatin Watershed Council Conrad Mansion Museum FireSafe Montana First Judicial District CASA-GAL Program Greater Montana Foundation Conservation Congress Greater Polson Community Foundation Cooperative Health Center Fitch Foundation Flathead CARE Greater Yellowstone Coalition Court Appointed Special Advocates Grizzly & Wolf Discovery Center of Missoula Flathead Community Foundation Flathead County Library Foundation Habitat for Humanity Great Falls Area Craighead Institute Habitat for Humanity Mid-Yellowstone Valley Custer Network Against Domestic Abuse Flathead Economic Policy Center Flathead Food Bank Habitat for Humanity of Gallatin County Cut Bank Education Foundation & Hamilton Players Alumni Association Flathead Lakers Flathead Land Trust Hand Me Down Some Silver Daly Hospital Foundation Haven Dawson College Foundation Florence Crittenton Home & Services Footloose Montana Hays Community Development Corporation Dawson County Domestic Violence Program Headwaters Cooperative Recycling Dayton Proctor Park Association Forward MT Foundation Foundation for Community Care Healthy Mothers Healthy Babies, The Montana Deep Bay Center Coalition Developmental Educational Assistance Program Foundation for Community Vitality Friends Forever Mentoring Heart of Montana Canine Center Digger Athletic Association Hearts and Homes Family Resource Center Disability Rights Montana Friends of Dornix Park Friends of the Hobson Library Helena Bicycle Club District 6 Health Care Learning Center Helena Civic TV District IV HRDC Friends of the Library (Livingston) Friends of the Museum of the Plains Indian Helena Community Gardens Division for Early Childhood Helena Education Foundation Dolce Canto Friends of the Whitehall Community Library Friendship Center of Helena Helena Family YMCA Domestic and Sexual Violence Services of Helena Food Share Carbon County Friendship House Front Range CASA/GAL Helena Indian Alliance Dream Adaptive Recreation Helena Industries Dress for Success Billings Future West Gallant Chance Ranch Helena Tourism Alliance Eagle Mount Billings HELP Committee and Boys and Girls Club of Eagle Mount Bozeman Gallatin County Love in the Name of Christ Gallatin Gateway Youth Group the Hi-line Easter Seals-Goodwill Northern Hi-Line Home Programs Rocky Mountain Gallatin Ice Foundation Gallatin Valley Farm to School Hi-Line Women Against Breast Cancer Eastern Montana CASA-GAL Historic St. Mary’s Mission Eastern Montana Industries Gallatin Valley Land Trust Gallatin Valley YMCA Hockaday Museum of Art Ecology Project International Holter Museum of Art Education Foundation for Billings Public Schools Garden City Harvest Gateway to Glacier Trail Homeword Emerson Center for the Arts and Culture Hopa Mountain Emma’s House Girl Scouts of Montana and Wyoming Glacier Community Health Center Hospice Care Foundation Energy Share of Montana HRDC 7 Ennis Community Children’s School Glacier County Historical Museum Glacier National Park Fund Human Resource Development Council District IX Equinox Theatre Company Human Resources Council District XII Evergreen Kids Corner Glacier Natural History Association Glacier Symphony & Chorale Humane Society of Northwest Montana Ewam Humanities Montana Exergy Friends of the Story Mansion Glacier Unitarian Universalist Fellowship Glendive Medical Center Foundation Indian Law Resource Center Experience Works Indian Nonprofit Alliance ExplorationWorks! Glen-Wood Global Village Intermountain Families First International Choral Festival Family Connections Global Wildlife Resources Good Samaritan Ministries Thrift Store International Organic Inspectors Association Family Promise of Gallatin Valley Invasive Species Action Network Family Promise of Greater Helena Grandstreet Theatre Great Beginnings Montessori School IQRA Fund Family Promise of Yellowstone Valley Jack Creek Preserve Foundation Family Service Great Burn Study Group Family Support Network Great Falls Area Community Foundation 7 Membership Continued Job Connection Missoula Ravalli Transportation Management Montana Post Secondary Educational Jwalan Muktika School for Illumination Association Opportunities Council Kalispell Education Foundation Missoula Senior Citizens Center Association Montana Preservation Alliance Kid Central Missoula Urban Demonstration Project Montana Professional Teaching Foundation Lake County CDC Missoula Writing Collaborative Montana Project Healing Waters Fly Fishing Lake County Community Housing MonDak Historical & Arts Society Montana PTA Lakeside QRU Montana 4-H Foundation Montana Public Health Association Landon’s Lookout Montana A Cappella Society Montana Regional Mental Health Center Last Chance Public Radio Association Montana Aquatic Resources Services Montana Renewable Energy Association Last Chance Tennis Association Montana Arts Council Montana Section of the American Water LaVie: An Early Pregnancy Clinic Montana Association of Churches Works Association Leadership Montana Montana Audubon Montana Shares Learning the Importance of Fitness & Exercise Montana BioScience Alliance Montana State University - Northern Foundation Lewis & Clark County Community Foundation Montana Budget and Policy Center Montana Supporting Soldiers Lewis & Clark Humane Society Montana Celiac Society Montana Tech Foundation Lewis & Clark Library Foundation Montana Chamber Foundation Montana TheatreWorks Lewis & Clark Literacy Council Montana Child Care Resource & Referral Montana Veterans Foundation Lewistown Art Center Network Montana Weed Control Association Liberty Place Montana Coalition Against Domestic & Montana Wilderness Association LIFTT Sexual Violence Montana Youth Soccer Association Lighthouse Christian Home & Services Montana Community Development Corporation Mountain View Social Development Center Lincoln County Transportation Service Montana Community Finance Corporation MSU Billings Foundation Literacy Bitterroot Montana Community Foundation MusEco Media and Education Project Literacy Volunteers of Flathead County Montana Conservation Corps Museum of the Rockies Live! at the Civic Montana Conservation Science Institute Musikanten Montana Living Art of Montana Montana Council of Teachers of Mathematics Musselshell Valley Community Foundation Livingston Food Pantry Montana Council on Economic Education Myrna Loy Center for Performing and Media Arts Livingston Youth Soccer Association Montana Creativity Quest - Montana Destination NAMI - Billings Lost and Foundation Imagination NARAL Pro-Choice Montana Foundation Madison River Foundation Montana Credit Unions for Community National Alliance on Mental Illness of Montana MAI WAH Society Development National Center for Appropriate Technology Malta Opportunities Montana Economic Developers Association National Indigenous Women’s Resource Center MAPS Media Institute Montana Economic Revitalization & National Institute on Money in State Politics March of Dimes Development Institute National Museum of Forest Service History Maternal Life International Montana Education Consulting National Parks Conservation Association McLaughlin Research Institute for Montana Environmental Education Association Native American Community Development Biomedical Sciences Montana Environmental Information Center Corporation Messengers for Health Montana Farm Bureau Federation NC Foundation Milk River Montana Federation of Garden Clubs Neighbor To Neighbor Mineral County Community Foundation Montana FFA Foundation Incorporated NeighborWorks Mission Mountain Enterprises Montana Fish Wildlife and Parks Foundation Nerdy Girls Missoula Aging Services Montana Food Bank Network Nkwusm Missoula Art Museum Montana History Foundation North Central Area Agency on Aging Missoula Children’s Theatre Montana Horse Sanctuary North Central Independent Living Services Missoula Community Access Television Montana Human Rights Network North Lake County Library Foundation Missoula Community Foundation Montana Innocence Project North Valley Hospital Foundation Missoula Community School Montana Justice Foundation Northeast Montana Health Services Charitable Missoula Cultural Council Montana Land Reliance Foundation Missoula Developmental Service Corporation Montana Learning Center Northern Plains Resource Council Missoula Educational Foundation Montana Legal Services Association Northern Rockies Educational Services Missoula Food Bank Montana Library Association Northern Rocky Mountain RC&D Missoula Housing Authority Montana Meth Project Northwest Connections - Environmental and Missoula Indian Center Montana Natural History Center Cultural Resource Center Missoula International School Montana Natural Resources Youth Camp Northwest Montana United Way Missoula Manor Homes Montana Outdoor Science School 8 NW Montana Head Start Rural Landscape Institute Templed Hills Baptist Camp NW Montana Veterans Stand Down Student Advocates for Valuing the Environment Teton Medical Center Foundation Old Trail Museum Supporters of Abuse Free Environments The Anonymously Yours Foundation Oneness Project SAFE Harbor The Center for Children and Families Open Aid Alliance Salish Kootenai College Foundation The Children’s Center Opportunities Sanders County Arts Council The Cinnabar Foundation Opportunity Resources Sanders County Coalition For Families The Cody Dieruf Benefit Foundation Organic Advisory & Education Council Sanders County Community Development The Foundation for the Diocese of Helena Original Governors Mansion Restoration Society Corporation The Haynes Foundation Our Montana Santa Saks The Little Bitty Ranch Outdoor Writers Association of America Selway-Bitterroot Foundation The Lotus Project Owl Research Institute Sheridan Health Care Foundation The Nurturing Center Parents Let’s Unite for Kids Shift Empowerment Programs The People’s Partners for Community Paris Gibson Square Silver Bow Art Development Park County Environmental Council Sixth Judicial District CASA GAL The Policy Institute Parmly Billings Library Foundation Smelter City Family Development The Sacred Portion Children’s Outreach Piegan Institute Snowy Mountain Development Corporation The Samaritan House Plains Justice Society for Wilderness Stewardship The Simple Gifts Project Planned Parenthood of Montana Soil and Water Conservation Districts of MT The Traveling School Polar Oceans Research Group Southwestern Montana Family YMCA The Tributary Fund Pompeys Pillar Historical Association Special K. Ranch The University of Montana Foundation Poverello Center Special Olympics Montana The Western Montana Chapter Prayer Lodge Spina Bifida Association of Montana THRIVE Preparing the Way Support Group Travelers’ Rest Preservation & Heritage Association Prickly Pear Land Trust Spirit at Play Early Child Program Treacy Foundation Project WET Foundation Splashes of Joy Tri-County Network Against Domestic and Queen City Ballet Company Spring Meadow Resources Sexual Violence R E A D I Workforce Training Systems SQUAT Trout Conservancy of Montana Ranchers Stewardship Alliance St. John’s Foundation Tumbleweed Runaway Program Ravalli County Council on Aging St. Labre Indian School Educational Association Turning the Wheel Ravalli Services Corporation St. Luke Community Healthcare Foundation United Way of Butte and Anaconda Reach Out & Care Wheels St. Peter’s Hospital Foundation United Way of Cascade County Reach St. Vincent De Paul Society United Way of Hill County Red Lodge Area Community Foundation Stafford Animal Shelter United Way of Lewis & Clark County Red Willow Learning Center STEP United Way of Missoula County Region IV Family Outreach Stevens Youth Center United Way of Yellowstone County Representative Payee Services Stillwater Historical Society & Museum of University of Montana Western Foundation Residential Support Services the Beartooths Upper Swan Valley Historical Society Resource, Support and Development Student Assistance Foundation Valley County Community Foundation Richland Opportunities Inc. Students Abroad: Missoula Victim-Witness Assistance Services Rimrock Opera Company Sun River Watershed Violence Free Crisis Line RiverStone Health Foundation Sunburst Community Service Foundation Inc Vital Ground Foundation Rockies Healthcare Foundation Sunburst Unlimited Voices of Hope Rocky Mountain Development Council Susan G. Komen for the Cure - Montana Affiliate Watershed Education Network Rocky Mountain Elk Foundation Sustainable Business Council Watson Children’s Shelter Rocky Mountain Front Weed Roundtable Swan Ecosystem Center West Mont Rocky Mountain Hemophilia & Bleeding Disorders Swan View Coalition West Yellowstone Foundation Ronald McDonald House Charities Sweet Grass Artists’ Alliance Western Heritage Center of Montana Sweet Grass Health and Wellness Foundation Western Montana Area VI Agency on Aging Ruby Habitat Foundation Sweet Medical Center Inc. Western Montana Equine Rescue & Rehabilitation Ruby Valley Foundation Sweetgrass Development, EDD Western Sustainability Exchange Ruby Valley Hospital Foundation Tamarack Grief Resource Center Run Wild Missoula TangoHelena Rural Dynamics TAP 365 Rural Employment Opportunities TEDxBozeman 9 Whitefish Community Foundation YAKiN Yellowstone River Parks Association Whitefish Lake Institure Yellowstone AIDS Project Yellowstone Wildlife Sanctuary Whitefish Theatre Co. Yellowstone Art Museum Young Parents’ Education Center Wild Rockies Field Institute Yellowstone Association Youth Dynamics Wild Skies Raptor Center Yellowstone National Park Youth Homes Wilderness Watch Yellowstone Ballet Company Youth Image Project Willow Creek Nutrition Program Yellowstone Boys and Girls Ranch Foundation YWCA of Helena Women In Action Yellowstone Business Partnership YWCA Billings Women’s Opportunity Resource Development Yellowstone CASA YWCA Missoula Women’s Resource Center Yellowstone Club Community Foundation YWCA of Billings Endowment Foundation Women’s Voices For The Earth Yellowstone Conference YWCA of Great Falls / Mercy Home Working Dogs for Conservation Foundation United Methodist Foundation ZooMontana WorkSafeMT Yellowstone Country Guardians World Affairs Council of Montana Yellowstone Ecological Research Center WorldMontana Yellowstone Gateway Museum of Park County WW Idea Yellowstone Historic Center

Affiliate Members First Nonprofit Companies Nikki Sandve 5th House Consulting First Nonprofit Insurance Company NTEN - The Nonprofit Technology Network Allegra Marketing Print and Web Frontline Processing Corporation O.P. & W.E. Edwards Foundation ALPS Foundation Services Gallatin County DUI Task Force Park Side FCU Anderson ZurMuehlen Galusha Higgins & Galusha Patty Dean Ascent Strategic Development Governor’s Office of Community Service Patty White Associated Employers Frances Graham PayneWest Insurance Bancserve Heather Willis Peggy Owens Big Sky Commerce Andrew Iaderosa Phil and Pat Grimm Big Sky Owners Association IdealWare Phil Drake John Blake Jefferson Local Develpment Corporation PPL Montana, LLC Matt Blancas Jefferson Valley Community Foundation Pratt and Associates Blue Cross Blue Shield of Montana John & Melanie Dayton PSIA-NRM Brad and Susan Robinson Joy McGrath Randall Knowles Brian Abbott Junkermier, Clark, Campanella, Stevens PC River Rock Resources Briggs Consulting Kathy Ruff Ruthann Knudson Broadwater Community Foundation Kerri Brown Sage Solutions Nonprofit Consulting, LLC Eric Brosten Kit Gillem Sherry Meador Carol Bronson LA Williams Sigri J. Thorn-Gildea Changing Directions Lisa Smith Stephanie Hull Chany Reon Ockert Consulting, LLC Jorrun Liston Stillwater County Chamber of Commerce Classic Ink Creative Liz Moore Sue Talbot Colette Bernica Magpie Techwriting Susan Near Columbus Community Foundation Mark Douglass Teresa Geremia Chart Tracy Crabtree Monitor Liability Managers The Foraker Group Debbie Richert Montana Conservation Voters The School of Art Department of Labor & Industry Montana Correctional Enterprises Theresa Sanford Destination Missoula Montana Historical Society Third Sector Services Dorcie Dvarishkis Montana Nurses Association Tom McElwain Downtown Helena BID Montana State University- Northern Turner and Associates Extension Service Montana State University Montana’s Glacier Country UM Office for Civic Engagement F.A.I.R. Community Foundation Mountain West Benefits Kathleen Wright Ferrone Associates MRG Financial Services, PLLC Youth Connections First Interstate Bancsystem Foundation MSU Office of Community Involvement

10 Professional and Organizational Development

In 2012

1045 nonprofit leaders representing

583 organizations

located in 95 Montana communities

received more than 13,000 aggregate hours of Principles and Practices for Nonprofit Excellence training, education and technical assistance in areas such as Financial Management, Fundraising, Governance, Leadership, Advocacy and Planning through 14 community workshops, 25 webinars, 235 technical assistance contacts and MNA’s 2012 Annual Conference.

Montana is a big state with a variety of nonprofit services and organizations. Our nonprofit “association is crucial for serving our sector. I depend on MNA for sharing information, finding deals on insurance, providing ‘best practices’ in the nonprofit field and communicating changes in policy and nonprofit related reporting requirements for instance. The availability for support for the administrative side to the nonprofit work is a huge service to us. Over- extended staff and small budgets make the connections in our state immensely helpful and are really our lifeline to succeeding.” —­ MNA 2012 Nonprofit Sector Survey

11 Public Policy

From the State Capitol to Washington “The endowment tax credit . . . has helped Energy Share DC, MNA raised the collective voice work toward achieving its goal of replacing state oil- of 650 member organizations to fight overcharge “stripper well” funding with earnings from our for issues that matter to Montana’s endowment. We now use endowment earnings to help achieve our mission, which is to provide one-time assistance nonprofits. Led by MNA’s sixteen member for Montanans who are facing energy emergencies.” — Public Policy Council, MNA’s advocacy Rachel Haberman, Energy Share of Montana work at the national, state and local levels included: MNA 2012 Public Policy Council: Paul Tuss, Bear Paw Development

• Asking Montana’s congressional delegation to preserve rather Corporation (Chair), Jono McKinney, Montana Conservation Corps, than diminish the charitable deduction, especially as demand Ned Cooney, Ascent Strategic Development, Marcia Eidel, Archie for services increase and sequestration and other spending cuts Bray Foundation, Judy Held, Diocese of Great Falls-Billings, Jim reduce overall funding to Montana’s nonprofits. Soft, Yellowstone Boys and Girls Ranch Foundation, Sheila Rice, NeighborWorks Montana, Geoff Birnbaum, Youth Homes, Mary • Providing an opportunity for Montana’s nonprofit leaders Hernandez, Invisage Consulting, Charlie Briggs, Easter Seals- to hear from and ask question of Montana’s gubernatorial Goodwill NRM, Tim Sievers, Big Brothers Big Sisters of Flathead and attorney general candidates prior to the election at the County, Keri McWilliams, Missoula Aging Services, Candace Candidate’s Forum during the 2012 MNA Conference Strauss, Museum of the Rockies, Linda Reed, formerly of Montana • Taking up the leadership reins for the renewal of Montana’s Community Foundation, CB Pearson, M+R Strategic Services and endowment tax credit, set to expire in 2013. MNA joined forces Jeffrey Glovan, Luxan & Murfitt, PLLP. with several partners to begin a full scale effort to renew the endowment tax credit, including building an advocacy coalition; developing and launching a new Endow Montana website, www.endowmt.org; meeting with legislators, candidates and community leaders throughout the state to generate support for the endowment tax credit; and, securing vital senate sponsorship of the endowment tax credit bill. These efforts resulted in a successful 2013 campaign to renew the endowment tax credit for another six years.

• Meeting with policy makers and state officials to listen, learn and weigh in on emerging legislative issues, resulting in several positive outcomes for the sector before the session began.

Gubernatorial Candidate Steve Bullock at the 2012 MNA Conference – Helena 12 Research and Information

Through research and information MNA deepens the understanding and awareness of nonprofit issues and connects nonprofit leaders, policymakers and the general public In partnership with Montana Community Foundation, MNA with timely and relevant information and resources about developed and launched Endow Montana, www.endowmt. Montana’s nonprofit sector. org, offering comprehensive, current information about endowed giving to nonprofits, donors and policymakers. Major accomplishments in 2012 include:

161 Montana nonprofit organizations responded to MNA’s invitation to participate in a Compensation Survey in partnership with Columbia Books. As a result, Montana’s charitable nonprofits have access to the 2012 Montana Nonprofit Compensation Report, which details salary and benefit levels for approximately 100 positions in Montana’s nonprofit sector.

In advance of the 2013 legislative session, MNA prepared the biennial Montana Nonprofit Sector Report, an economic impact report with information on employment, charitable contributions, volunteerism, and subsector demographics.

81 Montana nonprofit organizations participated in the 2012 Nonprofit Finance Fund Survey, offering a snapshot of the state of the nonprofit sector as it relates to demands for services, changes within the organization, funder and board engagement, and overall financial health.

MNA participated with state associations in Alaska, Oregon and Idaho to initiate the firstNorthwest Nonprofit Sector Survey, which provided benchmark data on nonprofit capacity, effectiveness and sustainability from the perspective of nonprofit leaders. 148 Montana nonprofits participated.

13 Member Products and Services

Cost-Saving Products & Services for Members MNA members saved more than $800,000 in 2012 through our cost savings and group buying programs. $389,000 • Renewal negotiations saved nonprofits participating in MNA’s Group Benefits Trust (GBT) health insurance program $389,000 compared to 250,000 the proposed rate increase. • MNA’s Unemployment Insurance (UI) program saves participating 159,000 members $250,000 per year over using the State UI pool, provides stop loss insurance for added protection, and includes claims administration 45,000 to reduce MNA member’s administrative burden. • MNA’s members-only GrantStation Program saved participating $843,000 organizations $159,000 compared to the standard rate. MNA members pay the lowest rate in the State Association network for full year in cost savings GrantStation Subscription. • MNA’s Online Career Center saves participating members $45,000 per year when compared to major employment websites.

14 Networks and Partnerships

2012 MNA Membership Map

Eureka

Plentywood West Turner Troy Glacier Cut Bank Browning Chinook Libby Shelby Whitefish Chester Havre Hungry Horse Medicine Lake Columbia Falls Kalispell Malta Glasgow Conrad Bigfork Big Sandy Wolf Point Poplar Lakeside Fortine Hays Condon Polson Choteau Thompson Falls Ronan Sidney Plains St. Ignatius Black Eagle Charlo Seeley Lake Simms Great Falls St. Regis Arlee Superior

Glendive Missoula Lewistown Potomac Hobson Lolo

Helena Stevensville East Helena Victor Clancy White Sulphur Springs Miles City Hamilton Roundup Townsend

Anaconda Butte Darby Divide Ekalaka Whitehall Three Forks Big Timber Worden Belgrade Bozeman Billings Hardin Livingston Columbus Laurel Twin Bridges Crow Agency Ashland Sheridan Absarokee Lame Deer Broadus Ennis Roberts Big Sky Nye Dillon Red Lodge

Gardiner

West Yellowstone

Location Number % Rural 220 34% Helena 97 15% Missoula 96 15% Total members...... 639 Bozeman 77 12% New members...... 78 Billings 68 11% Retention rate...... 89% Great Falls 32 5% Kalispell 26 4% Butte 18 3%

The power of connection is apparent in the nonprofit sector. Montana’s • In 2012 MNA partnered with Anderson ZurMuehlen, Associated nonprofits partner with government, business, philanthropists, Employers, the Nonprofit Law Section of the Montana State Bar community leaders and colleagues in the sector. Association, Montana’s Community Foundations, philanthropists, and a host of consultants, and trainers to offer excellent education This vast web crosses community lines, cultural and demographic in nonprofit management, leadership and governance. differences, and geographic boundaries in service of Montana’s people, lands, waterways, animals, institutions and heritage. • MNA’s cost saving and group buying products are supported by eighteen different business vendors, including Blue Cross Blue Together MNA’s 501(c)(3) members, foundation partners, business Shield of Montana, Mountain West Benefits, First Nonprofit Group, and individual supporters, partners in government, and the nonprofit PayneWest, JobTarget, NTEN, GrantStation, IdealWare, ReadyTalk, consulting community are working to make Montana’s communities and CoeusGlobal. stronger through the presence of a vibrant nonprofit sector. • As a result of support from the M.J. Murdock Charitable Trust, MNA is proud to connect MNA members to almost 25,000 other MNA is one of four organizations participating in the Northwest nonprofit organizations through affiliation with the National Council Nonprofit Support Organization Initiative (NSOI). Through this of Nonprofits. effort, Montana’s nonprofit sector benefits from the shared wisdom, information and resources within the NSOI. 15 Thank you! A warm thank you to our many financial supporters:

Foundations Nonprofits, Associations And Public Partners Billings Community Foundation Association of Fundraising Professionals - Montana Chapter Dennis and Phyllis Washington Foundation Blue Cross and Blue Shield of Montana* First Interstate BancSystem Foundation Montana Commission on Community Service - ServeAmerica High Stakes Foundation Office for Civic Engagement at The University of Montana M.J. Murdock Charitable Trust University of Montana Montana Community Foundation Yellowstone Boys and Girls Ranch Foundation Mountain Sky Guest Ranch Fund Individuals O.P. & W.E. Edwards Foundation* Andrea Davis Kelly Bruggeman Oro Y Plata Bruce Day Marcia Eidel Paul G Allen Family Foundation Carol Condon Ned Cooney PPL Montana Kit Gillem Paul Tuss SalesForce Foundation Brodie Moll Phil and Pat Grimm Steele Reese Foundation Jim Soft Russell Cargo Treacy Foundation Jono McKinney Sheila Rice Businesses Judy Held Sue Talbot ALPS Foundation Services Volunteers: ALPS Thank you to the many individuals across the state who gave Anderson ZurMuehlen & Co., P.C.* time, energy, and ideas to MNA in 2012 on behalf of the Big Sky Commerce* greater Montana nonprofit community. First Interstate Bank First Nonprofit Companies* * MNA Sustaining Members First Nonprofit Insurance Company* Insurance Coordinators of Montana Invisage Consulting Monitor Liability Managers, LLC Montana Correctional Enterprises Mountain West Benefits* Payne Financial Group P.O. Box 1744 Strategies 360 Helena, MT 59624