MONTANA NONPROFIT ASSOCIATION

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

ADAM JESPERSEN

Phone

4064493717

Tax Period

2024-01-01 to 2024-12-31

MONTANA NONPROFIT ASSOCIATION, founded in 2001, is a community nonprofit in the Community Improvement sector that reported $1.4M in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $238K, a strong 17% operating margin.

Mission

THE MONTANA NONPROFIT ASSOCIATION (MNA) BELIEVES 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 COSTS AND ENHANCE OPERATIONS FOR MEMBERS; 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 ACROSS THE STATE.

Program Service Accomplishments

Program 1

Expenses: $711,603 Revenue: $246,024

PROFESSIONAL AND ORGANIZATIONAL DEVELOPMENT (POD): IN 2024, MNA SERVED NONPROFIT PROFESSIONALS THROUGH ITS PROGRAMMING, WITH OVER 4,000 PARTICIPANTS. AS A RESULT OF MNA'S OFFERINGS, NONPROFIT...

PROFESSIONAL AND ORGANIZATIONAL DEVELOPMENT (POD): IN 2024, MNA SERVED NONPROFIT PROFESSIONALS THROUGH ITS PROGRAMMING, WITH OVER 4,000 PARTICIPANTS. 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 1,627 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 FREE VIRTUAL TOWN HALLS ON ISSUES IMPACTING THE NONPROFIT SECTOR, AND PUBLISHING WHITE PAPERS, REPORTS, AND TOOLKITS ON A VARIETY OF RELEVANT TOPICS.

Program 2

Expenses: $153,383

Advocacy and Public Policy: MNA UNITES AND STRENGTHENS THE NONPROFIT SECTOR AS A COLLECTIVE ADVOCACY VOICE, SHAPES PUBLIC POLICY THROUGH ACTION, AND BUILDS THE CAPACITY OF NONPROFITS TO BE STRONG...

Advocacy and Public Policy: MNA UNITES AND STRENGTHENS THE NONPROFIT SECTOR AS A COLLECTIVE ADVOCACY VOICE, SHAPES PUBLIC POLICY THROUGH ACTION, AND BUILDS THE CAPACITY OF NONPROFITS TO BE STRONG ADVOCATES. MNA'S ADVOCACY OF PUBLIC POLICY PROGRAM INCLUDES: (1) EDUCATION TO POLICYMAKERS AND THE PUBLIC ON THE IMPACT OF NONPROFITS; (2) LOBBYING ON PUBLIC POLICY ISSUES THAT IMPACT THE NONPROFIT SECTOR; (3) TRAINING, EDUCATION AND TOOLS TO BUILD THE CAPACITY OF NONPROFITS TO ACT ON PUBLIC POLICY ISSUES.

Program 3

Expenses: $92,120 Revenue: $169,003

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...

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 listserv of over 4,800 subscribers, ensuring timely and useful nonprofit information and resources are disseminated across the MNA network.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $850,833

Program Service Revenue $499,867

Investment Income $22,264

Other Revenue $0

TOTAL REVENUE $1,372,964

Expense Breakdown

Grants Paid $0

Salaries & Benefits $696,974

Fundraising Expenses $40,197

Program Expenses $975,645

Other Expenses $437,763

TOTAL EXPENSES $1,134,737

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,372,964	$1,507,585	-0.1%
Expenses	$1,134,737	$1,073,352	+0.1%
Net Income	$238,227	$434,233	-0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$206,486

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADAM JESPERSEN	Executive Dir.	40.00	Officer	$110,474	$3,316	$113,790
ELIZABETH MOORE	Executive Dir.	40.00	Officer	$87,477	$5,219	$92,696
ALISON PAUL	CHAIR	2.00	Officer Director	$0	$0	$0
JIM BENNETT	VICE CHAIR	2.00	Officer Director	$0	$0	$0
SUZANNE SEVERIN	Treasurer	2.00	Officer Director	$0	$0	$0
RON SLINGER	Secretary	2.00	Officer Director	$0	$0	$0
VIRGINIA KASHDAN	Director	2.00	Director	$0	$0	$0
BURKE KUFELD	Director	2.00	Director	$0	$0	$0
JESSE MAHUGH	Director	2.00	Director	$0	$0	$0
JONO MCKINNEY	Director	2.00	Director	$0	$0	$0
NANCY SCHLEPP	Director	2.00	Director	$0	$0	$0
HILARY SHAW	Director	2.00	Director	$0	$0	$0
JAMIE SHANKS	Director	2.00	Director	$0	$0	$0
JOSH VANEK	Director	2.00	Director	$0	$0	$0
TODD WILSON	Director	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$1,372,964	$1,134,737	$1,699,717	$238,227
2023	$1,507,585	$1,073,352	$1,454,774	$434,233
2022	$918,250	$978,731	$1,013,586	$-60,481
2021	$1,105,463	$886,982	$997,945	$218,481
2020	$1,218,945	$1,026,926	$766,303	$192,019
2019	$1,137,352	$757,534	$593,259	$379,818
2018	$576,663	$615,592	$162,786	$-38,929