Success Factors in Nonprofit Mergers - Minnesota Council of ...

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Success Factors in nonprofit mergers Factors proven to make nonprofits mergers more likely to succeed Participating Organizations This research would not have taken place without the support of the executive directors of the following 41 merged organizations included in the study. Animal Humane Society Big Brothers Big Sisters of Southern Minnesota Bloomington Theatre and Art Center Boys & Girls Clubs of the Twin Cities Camp Fire USA Minnesota Council Center for Alcohol & Drug Treatment, Inc. Channel One Food Bank Children’s Home Society and Family Services Clare Housing COMPAS, Inc. Copeland Valley Youth Centers Danish American Center Eagan Art House FamilyMeans Functional Industries, Inc. Girl Scouts of Minnesota & Wisconsin Lakes & Pines Girl Scouts of Minnesota and Wisconsin River Valleys Hands of Hope Resource Center, Inc. Headway Emotional Health Services Intermedia Arts Keystone Community Services LDA Minnesota (Learning Disabilities Association) Lyndale Neighborhood Association Metro Deaf School Metropolitan Area Agency on Aging, Inc. Minnesota Dance Theatre & the Dance Institute Nemadji Community Resource Center National Child Protection Training Center Northern Star Council, Boy Scouts of America NorthPoint Health & Wellness Center, Inc. PRISM (People Responding in Social Ministry) Project for Pride in Living, Inc. (PPL) Rochester Area Family YMCA RS EDEN Second Harvest Heartland Support Within Reach Sexual Violence Resource Center The Arc Greater Twin Cities The Arc Southeastern Minnesota VINE Faith in Action Vision Loss Resources West Side Community Health Services Janelle Dixon Greg Zweber Andrea Specht Erin Carlin Marnie Wells Gary Olson Jennifer Woodford Maureen Warren Lee Lewis Bob Olsen Russ Salgy Glen Olsen Julie Andersen Arba-Della Beck Rod Pederson Leigh Ann Davis Linda Keene Stephenie Och Patrick Dale Theresa Sweetland Eric Nyberg Kitty Christiansen Mark Hinds Dyan Sherwood Dawn Simonson Marsha Walker Deb Kangas Victor Vieth John Andrews Stella Whitney-West Elizabeth Johnson Steve Cramer Steve Courts Dan Cain Rob Zeaske Amanda Ysen Kim Keprios Elisabeth Hennessey Pam Determan Kate Grathwol Jaeson Fournier Success Factors In Nonprofit Mergers 1 MAP for Nonprofits & Wilder Research 2012
Success Factors in nonprofit mergers Factors proven to make nonprofits mergers more likely to succeed Executive Summary Mergers have become a common topic of discussion among nonprofit leaders, boards, and funders. They are often seen as a way to preserve and strengthen needed community services. However, organizations have been challenged by the lack of research based information about what factors influence the outcomes of a merger. This study was done to add to the body of knowledge about why direct service nonprofits decide to merge, how the process is completed, what happens following a merger, and what factors most influence merger outcomes. The resulting information is intended to help guide nonprofit leaders, staff, funders, board members, and other stakeholders to make decisions and assess the potential for success in nonprofit mergers. Background This presents the results of an analysis of 41 mergers of direct service nonprofit organizations based in Minnesota. It is intended to help nonprofit leaders, staff, funders, board members, and other stakeholders make decisions and assess the potential for success in nonprofit mergers. It is part of a larger study effort that began with the publication of MergeMinnesota: Nonprofit merger as an opportunity for survival and growth (Reed & Dowd, 2009), designed as a toolkit for organizations considering mergers and based on advice from nonprofit leaders and consultants. This was followed by the publication of What do we know about nonprofit mergers (Owen, Martell Kelly, Pittman, Wagner, & Reed, 2011), which presented findings from a literature review of research articles based on data collected to answer specific research questions. It also reported information from a focus group and key informant interviews with executive directors, funders, attorneys, consultants, financial advisors, and others involved in nonprofit mergers. Both of these reports have shed light on factors that influence merger outcomes, and have been used to shape the research presented here. Study approach and methods To learn more about nonprofit mergers, the study team reviewed a comprehensive list of nonprofit mergers from the Office of the Minnesota Secretary of State to identify potential cases for this study. To be eligible, a merger needed to include direct service organizations and have occurred between January 1999 and June 2010. For purposes of the study, a merger is defined as an integration of two or more separate organizations into one legal entity in which at least one organization ceases to exist. In addition, eligible mergers had to include a transfer of programs or services, and a transfer of assets or staff. Of the 66 potential mergers identified, 46 were determined to be eligible for study participation. Of those, 41 agreed to participate resulting in an 89 percent participation rate. Success Factors In Nonprofit Mergers 2 MAP for Nonprofits & Wilder Research 2012
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Merger study master interview Bibli
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4a. Are you currently involved with
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LOGIC FOR DETERMINING WHAT SECTIONS
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13. Was one of the pre-merger organ
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[IF MORE THAN ONE CHAMPTION > ASK A
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23. I am going to read a list of co
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31a. Did they continue to fund the
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2. Merging process My next question
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50Z. What else should we know about
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57. Overall, how would you rate the
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65. The next questions are about ex
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74A: What new operating policies we
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4. Current organization The next qu
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89. Those are all of the questions
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