2024-03-07T15:55:51-06:00 2023-09-30 872525370 CITRIN COOPERMAN ADVISORS LLC 6550 N FEDERAL HIGHWAY 4TH FLOOR FT LAUDERDALE FL 33308 990 2022-10-01 263189428 NONPROFITS FIRST INC NONP 5612147435 1818 S AUSTRAILIAN AVENUE 450 WEST PALM BEACH FL 33409 TRUDY CROWETZ CEO 5612147435 2024-03-04 1 TRUDY CROWETZ 999009999 1 TYLER JOHNSON P01959117 9547710896 2024-02-26 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z TRUDY CROWETZ 1818 S AUSTRAILIAN AVENUE 450 WEST PALM BEACH FL 33409 1852997 0 X WWW.NONPROFITSFIRST.ORG X 2008 FL EMPOWERING NONPROFIT CAUSES TO ACHIEVE THEIR MISSIONS WITH EXCEPTIONAL PERFORMANCE AND RESULTS. 20 17 12 140 0 0 813620 899621 858482 882895 0 0 -19093 -36705 1653009 1745811 0 0 0 0 796294 890324 0 0 134598 703434 782191 1499728 1672515 153281 73296 725894 898732 243111 342653 482783 556079 X NONPROFITS FIRST SUPPORTS OTHER LOCAL NONPROFIT CAUSES TO ACHIEVE THEIR HIGHEST LEVEL OF IMPACT. BY UTILIZING OUR VAST RESOURCES PROVIDED BY OUR PARTNERS, OUR NONPROFIT AGENCIES EXECUTE THEIR MISSIONS WITH EXCEPTIONAL PERFORMANCE AND RESULTS. 0 0 657862 485692 MANAGEMENT SUPPORT SERVICES: THE ORGANIZATION'S STAFF AND AFFILIATE CONSULTANTS PROVIDE PROFESSIONAL ASSISTANCE IN KEY AREAS OF NONPROFIT MANAGEMENT INCLUDING FINANCIAL MANAGEMENT, REPORTING AND BOOKKEEPING SERVICES, MARKETING AND SOCIAL MEDIA, FUNDRAISING AND DEVELOPMENT, HUMAN RESOURCES, PROFESSIONAL DEVELOPMENT AND OPERATIONAL RESOURCES. THE ORGANIZATION HELPS CREATE SYSTEMS & SOLUTIONS TO ENHANCE NONPROFITS' EFFICIENCY, EFFECTIVENESS AND COMMUNITY IMPACT. THE ORGANIZATION'S FINANCE DEPARTMENT AND AFFILIATES HAVE EXTENSIVE EXPERIENCE IN NONPROFIT AND FOR-PROFIT ACCOUNTING, ASSISTING AGENCIES WITH FINANCE OBJECTIVES SUCH AS IMPROVING ACCOUNTING STRUCTURE, SYSTEMS AND PROCEDURES; CREATING BOARD PACKAGES THAT EVERYONE CAN UNDERSTAND; AND TRAINING STAFF IN ONE-ON-ONE OR GROUP SETTINGS. NONPROFITS FIRST PROVIDES GROW GRANTS "GRANTS TO REACH ORGANIZATIONAL WELLNESS" FOR CAPACITY BUILDING WHICH IS ESSENTIAL TO THE GROWTH OF THE NONPROFIT SECTOR IN CONTINUING TO SERVE AND STRENGTHEN OUR COMMUNITY. 51 NONPROFIT ORGANIZATIONS RECEIVED OVER $415,697 IN CAPACITY BUILDING SERVICES FROM THE NONPROFITS FIRST GROW PROGRAM DURING 2023. CAPACITY BUILDING SERVICES INCLUDED: STRATEGIC PLANNING CONSULTING, STAFF TRAINING, NONPROFIT JOB POSTINGS, EDUCATION AND LEADERSHIP DEVELOPMENT, MARKETING PLANS, AND ORGANIZATION REVITALIZATION. 329143 192063 ACCREDITATION: EMPOWERING NONPROFITS TO OPERATE AT THEIR HIGHEST LEVEL OF IMPACT, ACCREDITATION WAS DEVELOPED TO STRENGTHEN THE OPERATIONAL CAPACITY OF NONPROFIT ORGANIZATIONS. 83 ORGANIZATIONS PARTICIPATED IN THE ACCREDITATION PROGRAM IN 2023. COLLECTIVELY, THESE 83 ORGANIZATIONS ACCOUNT FOR OVER $836M IN ANNUAL REVENUE ($110M OF WHICH IS CONTRIBUTED BY LOCAL FUNDERS WHICH REQUIRE ACCREDITATION). ACCREDITED ORGANIZATIONS CONTRIBUTE JUST UNDER 1% OF PALM BEACH COUNTY'S TOTAL GDP, WITH THE ECONOMIC IMPACT REACHING EVERY CORNER OF OUR COMMUNITY. 224473 133053 MEMBERSHIP DUES: THE ORGANIZATION LAUNCHED ITS FIRST EVER MEMBERSHIP PROGRAM FOR NONPROFIT ORGANIZATIONS AND AFFILIATE MEMBERS IN 2014. MEMBERSHIP HAS GROWN STEADILY AND CURRENTLY SERVES 213 NONPROFIT ORGANIZATIONS AND 106 AFFILIATE CONSULTANTS. MEMBER SERVICES INCLUDE: FREE AND DISCOUNTED LIVE AND VIRTUAL TRAINING AND WORKSHOPS FOR EVERYONE IN THE ORGANIZATION; MEMBER DISCOUNT FOR OPEN ENROLLMENT ONLINE LEARNING COURSES; SPECIAL RATES ON MANAGEMENT AND CONSULTING SERVICES; MEMBERS ONLY NETWORKING EVENTS; LEADERSHIP DEVELOPMENT PROGRAMS; CEO ROUNDTABLES; NONPROFIT SUMMITS AND PANEL DISCUSSIONS; USE OF A STATE-OF-THE-ART CONFERENCE ROOM FOR MEETINGS; MEMBER PRICE FOR THE 501CPRO TOOLKIT; GRANT AND FUNDING RESEARCH ASSISTANCE; DISCOUNTED JOB BOARD POSTINGS AND APPLICANTPRO TRACKING SYSTEM. 186072 72087 EDUCATION, TRAINING AND PROFESSIONAL DEVELOPMENT: EDUCATION CLASSES AND WORKSHOPS MEET THE CONTINUOUS DEMAND FOR NONPROFIT PROFESSIONAL DEVELOPMENT. IN 2023 NONPROFITS FIRST DELIVERED 68 CLASSES AND WORKSHOPS TO NEARLY 1,000 NONPROFIT PROFESSIONALS. IN ADDITION, 62 NONPROFIT PROFESSIONALS TOOK ADVANTAGE OF 169 VIRTUAL LEARNING COURSES OFFERED THROUGH NONPROFITS FIRST. CLASSES, WORKSHOPS, AND TRAINING SESSIONS ARE DESIGNED TO STRENGTHEN THE SKILLS OF EXECUTIVE DIRECTORS, STAFF, VOLUNTEERS AND BOARDS TO BETTER LEAD AND MANAGE THEIR ORGANIZATIONS. OUR HALF-DAY AND FULL-DAY WORKSHOPS PROVIDE PROFESSIONALS WITH COST-EFFECTIVE OPPORTUNITIES TO DEEPEN AND STRENGTHEN THEIR KNOWLEDGE AND SKILLS. MANY OF OUR WORKSHOPS RELATE TO AND SUPPORT THE NONPROFITS FIRST ACCREDITATION PROCESS AND ADVANCE THE USE OF BEST PRACTICES. NONPROFITS FIRST DEVELOPED A PROGRAM CALLED "RISING LEADERS" IN 2006 WHICH RECOGNIZES THAT THE PIPELINE FOR FUTURE NONPROFIT LEADERS IS RIGHT HERE IN OUR OWN BACKYARD. THE 8-MONTH RISING LEADERS PROGRAM CULTIVATES LEADERSHIP SKILLS IN EMERGING NONPROFIT PROFESSIONALS AND EQUIPS THEM WITH STRATEGIES TO FACE INDUSTRY CHALLENGES. SINCE ITS INCEPTION IN 2006, 444 PARTICIPANTS HAVE GRADUATED FROM THE RISING LEADERS PROGRAM, INCLUDING 24 GRADUATES IN 2022. EACH COHORT OF RISING LEADERS WORKS IN TEAMS TO FULFILL A SERVICE-LEARNING PROJECT DIRECTLY BENEFITING A LOCAL NONPROFIT. THE SERVICE LEARNING PROJECTS IN 2023 BENEFITED 5 ORGANIZATIONS. MANY OF THE RISING LEADERS GRADUATES HAVE GONE ON TO SERVE IN UPPER MANAGEMENT. THE YEAR 2023 SAW THE THIRD COHORT OF A HIGHER-TIER PROGRAM, ADVANCING LEADERS, A 6-MONTH PROGRAM FOCUSED ON KNOWLEDGE NEEDED FOR SENIOR LEVEL NONPROFIT LEADERS. THE 2023 CLASS EQUIPPED 13 LEADERS WITH THE SKILLS NEEDED FOR THE HIGHEST LEVELS OF NONPROFIT EMPLOYMENT IN OUR COMMUNITY.NONPROFITS FIRST RESUMED "101 FOR THE 501 AND PROVIDED TWO 3-FULL DAY PROGRAMS OFFERING 6 CORE NONPROFIT MANAGEMENT WORKSHOPS TO LEADERS OF EMERGING NONPROFIT ORGANIZATIONS. THE VALUE OF THIS PROGRAM HAS BEEN OBSERVED THROUGH THE GROWTH OF MANY PARTICIPATING ORGANIZATIONS THAT HAVE IMPROVED PERFORMANCE AND INCREASED THEIR ABILITY TO SERVE THE COMMUNITY. 186072 72087 1397550 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 30 0 1 12 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X PETRA PITKONEN 5612147435 1818 SOUTH AUSTRALIAN AVENUE SUITE WEST PALM BEACH FL 33409 JENNIFER SULLIVAN CHAIRPERSON 5.00 X X 0 0 0 KATIA SAINT-PREUX VICE CHAIRPERSON 1.00 X X 0 0 0 TERESA MILLER SECRETARY 1.00 X X 0 0 0 HENRY MARTIN TREASURER 1.00 X X 0 0 0 GINA ARDILLO DIRECTOR 1.00 X 0 0 0 JANICE BRUNSON DIRECTOR 1.00 X 0 0 0 PHILIP DICOMO DIRECTOR 1.00 X 0 0 0 TROY HARRINGTON DIRECTOR 1.00 X 0 0 0 SERGIO MARIACA DIRECTOR 1.00 X 0 0 0 MARK MONTGOMERY DIRECTOR 1.00 X 0 0 0 JOHN MULLER DIRECTOR 1.00 X 0 0 0 MELISSA NASH DIRECTOR 1.00 X 0 0 0 DEANA PIZZO DIRECTOR 1.00 X 0 0 0 DAVID GOBEO DIRECTOR (PARTIAL YEAR) 1.00 X 0 0 0 PETER CRUISE DIRECTOR (PARTIAL YEAR) 1.00 X 0 0 0 ALPESH PATEL DIRECTOR 1.00 X 0 0 0 KENNETH REHNS DIRECTOR 1.00 X 0 0 0 JESSICA CECERE CEO 40.00 X 123430 0 22988 DELFERINE SPOONER THRU 72523 DIRECTOR OF FINANCE 40.00 X 108207 0 17956 TRUDY CROWETZ AS OF 8123 DIRECTOR OF FINANCE AND OPERATIONS 40.00 X 9886 0 0 241523 0 40944 2 0 0 0 0 13139 81400 696852 108230 899621 MANAGEMENT SUPPORT 561110 485692 485692 ACCREDITATION SERVICES 541990 192063 192063 MEMBERSHIP DUES 900099 133053 133053 EDUCATION, TRAINING 611430 72087 72087 882895 63665 81400 107186 -43521 -43521 MISCELLANEOUS 900099 6816 6816 6816 1745811 882895 0 -36705 X 240758 189565 26024 25169 494162 389087 53415 51660 22112 18697 1845 1570 75761 64061 6321 5379 57531 48646 4800 4085 3000 1994 789 217 15245 10133 4011 1101 444685 410366 7559 26760 813 680 58 75 9512 4283 2345 2884 66589 57058 5901 3630 84268 71068 6575 6625 2971 2937 34 11706 10442 547 717 13342 10144 2083 1115 TRAINING AND DEVELOPMEN 76503 76503 0 0 LICENSES AND FEES 17011 13894 2816 301 MISCELLANEOUS 13462 1435 11777 250 TELEPHONE 9007 7387 958 662 14077 9170 2509 2398 1672515 1397550 140367 134598 449754 565631 96113 108290 105814 116060 26241 51472 209649 167170 33172 42479 14800 14800 725894 898732 81086 79016 162025 263637 243111 342653 X 462783 556079 20000 0 482783 556079 725894 898732 73296 0 X X 0 1 X 1 0 X 734739 751149 748323 813620 899621 3947452 734739 751149 748323 813620 899621 3947452 3947452 10725 7550 18275 9297 70481 79778 4045505 4070225 0.97580 0.99010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6989 6989 0 202660 160181 42479 42479 X 1889691 36694 107186 143880 1745811 0 1745811 1816395 36694 107186 143880 1672515 0 1672515 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE LAW. ACCORDINGLY, NO PROVISIONS FOR SUCH TAXES HAVE BEEN RECOGNIZED IN THE FINANCIAL STATEMENTS. THE FINANCIAL ACCOUNTING STANDARDS BOARD ISSUED GUIDANCE THAT REQUIRES TAX EFFECTS FROM UNCERTAIN TAX POSITIONS TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY IF THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. MANAGEMENT HAS DETERMINED THERE ARE NO MATERIAL UNCERTAIN POSITIONS THAT REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. ADDITIONALLY, NO PROVISIONS FOR INCOME TAXES IS REFLECTED AND THERE IS NO INTEREST OR PENALTIES RECOGNIZED IN THE STATEMENT OF ACTIVITIES OR STATEMENT OF FINANCIAL POSITION. THE ORGANIZATION'S TAX YEARS SUBJECT TO EXAMINATION BY TAX AUTHORITIES GENERALLY REMAIN OPEN FOR THREE (3) YEARS FROM THE DATE OF FILING. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 107,186. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 107,186. HATS OFF NONPROFITS 145065 81400 63665 11340 64613 31233 145065 81400 63665 11340 64613 31233 107186 -43521 IT SOLUTIONS INC BOARD MEMBER OWNS IT SOLUTIONS INC. 38086 INFORMATION TECHOLOGY 0 FORM 990, PART VI, SECTION B, LINE 11B DRAFT COPIES OF THE FORM 990 AND SUPPORTING SCHEDULES ARE SUBMITTED TO THE FINANCE AND AUDIT COMMITTEE MEMBERS FOR THEIR REVIEW AND COMMENTS. UPON COMPLETION OF THE REVIEW BY THE FINANCE AND AUDIT COMMITTEE, FEEDBACK IS PROVIDED TO THE FINANCE DEPARTMENT. IF REQUIRED, CHANGES ARE MADE. ONCE THAT PROCESS IS COMPLETED, COPIES OF THE FORM 990 AND SUPPORTING SCHEDULES ARE SUBMITTED TO THE FULL BOARD FOR REVIEW AND FINAL APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE STAFF, CONTRACTUAL EMPLOYEES, OFFICERS AND BOARD MEMBERS ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST STATEMENT UPON STARTING SERVICE OR UPON CONTRACTING WITH NONPROFITS FIRST. THE BOARD OF DIRECTORS RE-SIGNS THE CONFLICT OF INTEREST POLICY EACH YEAR. IF ANY MEMBER OF THE BOARD OF DIRECTORS IS DEEMED TO HAVE A CONFLICT OF INTEREST, THAT INDIVIDUAL WILL BE PROHIBITED FROM PARTICIPATION IN THE BOARD'S DELIBERATIONS AND DECISIONS REGARDING ANY TRANSACTIONS RELATED TO THAT CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE OFFICER AND KEY EMPLOYEE COMPENSATION IS APPROVED BY THE BOARD BASED ON CURRENT MARKET DATA AFTER AN IN-DEPTH REVIEW AND ANALYSIS BY THE BOARD COMPENSATION COMMITTEE. COMPARABILITY DATA IS REVIEWED AND ANALYZED AND THE DECISION IS CONTEMPORANEOUSLY DOCUMENTED. THIS PROCESS WAS LAST UNDERTAKEN DURING FISCAL YEAR 9/30/2023. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING AND CONTRACT LABOR: PROGRAM SERVICE EXPENSES 410,366. MANAGEMENT AND GENERAL EXPENSES 7,559. FUNDRAISING EXPENSES 26,760. TOTAL EXPENSES 444,685. FORM 990, PART XII, LINE 2C NO CHANGE FROM PRIOR YEAR.