2023-05-02T17:08:12-04:00 2022-06-30 561743537 LANGDON & COMPANY LLP 223 US HIGHWAY 70 EAST SUITE 100 GARNER NC 275294051 990 2021-07-01 561729407 NORTH CAROLINA CENTER FOR NONPROFIT ORGANIZATIONS INC NORT 9197901555 PO BOX 98475 RALEIGH NC 27624 JEANNE TEDROW PRESIDENT & CEO 9197901555 2023-05-03 true JEANNE TEDROW XXX-XX-XXXX JESSICA DUPREE P02000926 9196621001 2023-05-02 2021 2023-04-26 12:10:37Z JEANNE TEDROW PO BOX 98475 RALEIGH NC 27624 1903291 false X WWW.NCNONPROFITS.ORG X 1990 NC TO EDUCATE, CONNECT, AND ADVOCATE FOR NORTH CAROLINA NONPROFITS. 16 15 18 250 18570 2720 1222088 1615576 190994 225736 14511 42141 30467 19838 1458060 1903291 0 0 1122008 1269011 0 107074 269231 257545 1391239 1526556 66821 376735 2238238 2455056 426493 341434 1811745 2113622 X NORTH CAROLINA'S NONPROFIT SECTOR IS A VITAL LEADER IN BUILDING AND SUSTAINING EQUITABLE AND THRIVING COMMUNITIES. THE NORTH CAROLINA CENTER FOR NONPROFITS STRIVES TO EDUCATE, CONNECT, AND ADVOCATE FOR NORTH CAROLINA NONPROFITS. false false 414909 77056 INNOVATE LEARNING: THE NORTH CAROLINA CENTER FOR NONPROFITS TRAINED 3,826 COMMUNITY LEADERS THIS YEAR THROUGH 57 PRESENTATIONS, WEBINARS, AND WORKSHOPS ACROSS THE STATE ABOUT BEST PRACTICES IN NONPROFIT GOVERNANCE, LEADERSHIP, AND MANAGEMENT. THESE TRAININGS PROVIDED OPPORTUNITIES FOR NONPROFIT BOARD AND STAFF MEMBERS TO STRENGTHEN COMMUNITY ASSETS, EXCHANGE SOLUTIONS TO PROBLEMS, SHARE THE LESSONS THEY HAVE LEARNED, AND OFFER SUPPORT TO EACH OTHER IN THEIR CHALLENGING WORK. TOPICS INCLUDED BOARD FUNDRAISING, CAPITAL CAMPAIGN READINESS, RETOOLING YOUR FUND RESERVES, NONPROFIT ADVOCACY BASICS, AND BUILDING EQUITY INTO YOUR EMPLOYEE BENEFITS. DURING OTHER TRAINING ACTIVITIES, WE: - EDUCATED 235 NONPROFIT LEADERS ABOUT EMERGING ISSUES AND BEST PRACTICES AT OUR 2021 STATEWIDE CONFERENCE: BELONGING... THIS THREE-DAY VIRTUAL CONFERENCE FEATURED TWO KEYNOTE PRESENTATIONS FROM JAKI SHELTON GREEN, NC'S POET LAUREATE, AND JULIA CAMPBELL, A SPEAKER, AUTHOR, AND NONPROFIT CONSULTANT, BOTH OF WHOM SHARED PRESENTATIONS FOCUSED ON STORYTELLING. THE EVENT FEATURED DOZENS OF WORKSHOPS TACKLING A WIDE VARIETY OF NONPROFIT MANAGEMENT TOPICS AS WELL AS A VIRTUAL EXHIBITOR HALL. - PARTNERED WITH THE NONPROFIT FINANCE FUND, TRIANGLE COMMUNITY FOUNDATION, JOHN REX ENDOWMENT, AND THE NORTH CAROLINA NETWORK OF GRANTMAKERS TO OFFER THE WEBINAR "TRENDS IN PHILANTHROPY" TO 365 REGISTRANTS WITH A FOLLOW-UP WORKSHOP FOR SELECT ATTENDEES. - COLLABORATED WITH NORTH CAROLINA PANDEMIC RECOVERY OFFICE, CHATHAM COUNTY MANAGER'S OFFICE, AND NC CHILD TO OFFER THE WEBINAR AMERICAN RESCUE PLAN FUNDS: WHAT NC NONPROFITS NEED TO KNOW ABOUT PARTNERING WITH STATE AND LOCAL GOVERNMENTS FOR 549 REGISTRANTS. WALKING THE TALK - EDI PROGRAMMATIC UPDATES: THE CENTER CONTINUED BUILDING UPON OUR "WALKING THE TALK: EQUITY, DIVERSITY, AND INCLUSION IN NORTH CAROLINA NONPROFITS," A MULTI-YEAR INITIATIVE TO SUPPORT THE CAPACITY OF NONPROFITS TO ADDRESS ISSUES OF RACE EQUITY AND INCLUSION IN THEIR PROGRAMS AND WITHIN THEIR ORGANIZATIONS. PLANNING DATES HAVE BEEN SET FOR A NEW 2023 6-SESSION SERIES, "EDI ROUNDTABLE FOR NONPROFIT EXECUTIVES: BOLD SPACES FOR BOLD ACTION". THIS EXECUTIVE LEADERSHIP PROGRAM WILL CONTINUE TO FOCUS ON THE RACIAL LEADERSHIP GAP, THE GENERATIONAL LEADERSHIP GAP, AND THE POLICIES, PRACTICES, AND ORGANIZATIONAL CULTURES IN NONPROFITS THAT EXACERBATE THESE GAPS. UPCOMING IN 2023, THE CENTER IS PLANNING A SECOND EDI PROJECT ENTITLED "EXECUTIVE LEADERSHIP DEVELOPMENT SERIES: BUILDING EQUITY AND ANTI-RACIST CHANGE AGENTS." NONPROFIT MANAGEMENT INSTITUTE: SINCE SEPTEMBER 2020, THE CENTER HAS OFFERED ITS "NONPROFIT MANAGEMENT INSTITUTE" TWICE A YEAR, ONCE IN THE SPRING AND ONCE IN THE FALL. THIS LEARNING COHORT OF NONPROFIT EXECUTIVES, MANAGERS, AND BOARD LEADERS GATHERS VIRTUALLY TO ASSESS THEIR ORGANIZATIONS' MANAGEMENT PRACTICES, IDENTIFY SUCCESSES AND CHALLENGES, BUILD CAPACITY WHERE THERE ARE GAPS, AND WORK TOWARDS LONG-TERM SUSTAINABILITY. DEVELOPED FROM ONGOING NONPROFIT MANAGEMENT RESEARCH AND EDUCATION, AND THE CENTER'S GUIDE, PRINCIPLES & PRACTICES: BEST PRACTICES FOR NORTH CAROLINA NONPROFITS, THIS SIX-SESSION SERIES FACILITATES LEARNING, DISCUSSION, AND MANAGEMENT STRATEGIES AROUND BOARD GOVERNANCE, PROGRAM DESIGN AND EVALUATION, STRATEGIC PLANNING, FUNDRAISING, FINANCIAL MANAGEMENT, AND HUMAN RESOURCES. PARTICIPANTS GRADUATE WITH A NONPROFIT MANAGEMENT INSTITUTE CERTIFICATE AND CAN EARN UP TO 15 CREDIT HOURS AS PART OF THE DUKE UNIVERSITY NONPROFIT MANAGEMENT PROGRAM. TO DATE, 271 NONPROFIT LEADERS HAVE GRADUATED FROM THE NONPROFIT MANAGEMENT INSTITUTE. CENTERED MANAGED SOLUTIONS: CENTERED MANAGED SOLUTIONS (CMS) IS A NEW PROFESSIONAL SERVICES PROGRAM OFFERED BY THE NORTH CAROLINA CENTER FOR NONPROFITS. CMS WILL GO BEYOND THE USUAL TRANSACTIONAL PROGRAMS AND SERVICES BY OFFERING A PROGRESSIVE ENGAGEMENT MODEL, BEGINNING WITH AN ORGANIZATIONAL ASSESSMENT AND BUILDING ON AN ADVISOR/COACHING RELATIONSHIP THAT EMPOWERS THE EXECUTIVE AND ITS TEAM TO ASSESS BETTER AND ADDRESS THE ORGANIZATION'S NEEDS. THE CENTER WORKED WITH THE NORTH CAROLINA PARTNERSHIP FOR CHILDREN TO MAKE THIS SERVICE AVAILABLE FOR UP TO 10 OF THEIR LOCAL PARTNERSHIPS (LPS) AT NO COST. LPS WHO PARTICIPATED IN THIS PILOT PROJECT (JANUARY - JUNE 2022) AGREE TO OFFER VALUABLE FEEDBACK REGARDING THEIR EXPERIENCES AND HOW TO IMPROVE ORGANIZATIONAL CAPACITY AND LONG-TERM SUSTAINABILITY. THE CENTER PARTNERED WITH THE UNC SCHOOL OF GOVERNMENT ON CAPACITY-BUILDING RESEARCH TO HELP DOCUMENT OUR CMS APPROACH, PLANNING, AND EVALUATION. THIS PARTNERSHIP WILL CONTINUE INTO THE 2023 FISCAL YEAR, AS WELL AS A NEW CMS PROJECT DEVELOPING WITH THE Z SMITH REYNOLDS FOUNDATION. 253039 17871 CHAMPION THE SECTOR: WE ADVOCATED FOR A POSITIVE POLICY ENVIRONMENT TO SUPPORT THE WORK OF 501 (C)(3) NONPROFITS THROUGHOUT NORTH CAROLINA SO THAT THESE ORGANIZATIONS CAN MORE EFFECTIVELY DELIVER PROGRAMS AND SERVICES TO HELP COMMUNITIES ACROSS THE STATE. SOME EXAMPLES OF SPECIFIC RESULTS INCLUDE: - KEPT THE NONPROFIT SECTOR UNITED ON FEDERAL, STATE, AND LOCAL TAX POLICY ISSUES AFFECTING THE TAX-EXEMPT STATUS OF 501(C)(3) NONPROFITS AND AFFECTING THE OPERATIONS OF NONPROFIT ORGANIZATIONS. - ADVOCATED ON STATE AND FEDERAL LEGISLATION AND RULES TO ENSURE THE SUSTAINABILITY OF CHARITABLE ORGANIZATIONS AND TO HELP NONPROFITS SAVE TIME AND MONEY. EXAMPLES INCLUDE ADVOCACY TO MODERNIZE STATE NONPROFIT CORPORATION AND CHARITABLE SOLICITATION LAWS, TO SIMPLIFY THE STATE SALES TAX EXEMPTION PROCESS FOR 501(C)(3) NONPROFITS, TO ENSURE THAT STATE CONFLICT OF INTEREST LAWS ARE CONSISTENT WITH BEST PRACTICES FOR NONPROFITS, AND TO INCREASE INCENTIVES FOR ALL NORTH CAROLINIANS TO GIVE GENEROUSLY TO SUPPORT THE WORK OF CHARITABLE NONPROFITS THROUGH CHANGES TO FEDERAL AND STATE TAX LAWS. - TRACKED DOZENS OF BILLS IN THE NC GENERAL ASSEMBLY AND CONGRESS THAT COULD AFFECT NONPROFITS IN A WIDE VARIETY OF WAYS. - KEPT NONPROFIT STAFF AND BOARD MEMBERS ACROSS THE STATE INFORMED THROUGH WEEKLY EMAIL UPDATES, SOCIAL MEDIA POSTINGS, AND ONLINE WORKSHOPS. - PROVIDED TRAINING AND WRITTEN MATERIALS TO HELP NORTH CAROLINA NONPROFITS UNDERSTAND THE IMPLICATIONS OF THE STATE BUDGET AND OTHER RECENTLY ENACTED STATE AND FEDERAL LAWS FOR THEIR ORGANIZATIONS' FUNDRAISING AND OPERATIONS. THE CENTER CONTINUED TO TRACK TRENDS IN THE ECONOMIC IMPACT AND FISCAL HEALTH OF NORTH CAROLINA'S CHARITABLE NONPROFIT SECTOR. 285064 VALUE OUR MEMBERS: THE NORTH CAROLINA CENTER FOR NONPROFITS OFFERED MEMBER BENEFITS, PROGRAMS, AND SERVICES TO INCREASE KNOWLEDGE ABOUT NONPROFIT MANAGEMENT. MORE THAN 6,500 BOARD, STAFF, AND VOLUNTEERS WORKING WITH OVER 1,100 MEMBER NONPROFITS TOOK ADVANTAGE OF THESE PROGRAMS. FY2022 ENDED WITH A TOTAL OF 1135 MEMBERS, 212 BEING NEW. MEMBERS HAVE ACCESS TO OVER 800 VETTED RESOURCES THROUGH THE CENTER'S INFORMATION CENTRAL ONLINE LIBRARY. MEMBERS MAY ASK STAFF QUESTIONS THROUGH A MEMBER ASSISTANCE TOOL ON SPECIFIC NONPROFIT MANAGEMENT TOPICS, FROM BOARD GOVERNANCE TO PUBLIC POLICY. THE CENTER MANAGED 88 MEMBER ASSISTANCE CASES - FUNDRAISING & PHILANTHROPY, FINANCIAL MANAGEMENT, BOARD GOVERNANCE, LEGAL AND HUMAN RESOURCES BEING THE MOST COMMON INQUIRIES. THE CENTER SERVES MEMBERS WITH PRO BONO SUPPORT THROUGH SIX PROGRAM AREAS: LEGAL, MARKETING, HUMAN RESOURCES, ACCOUNTING, COACHING, AND EXECUTIVE TRANSITION. THE CENTER CONSIDERED 192 PRO BONO CASES - 109 LEGAL, 41 IN ACCOUNTING, 24 HUMAN RESOURCES, 11 COACHING AND 7 IN MARKETING. MEMBERS RECEIVE REGISTRATION DISCOUNTS ON WEBINARS AND PUBLICATION DOWNLOADS, DISCOUNTS ON PRODUCTS AND SERVICES OFFERED BY BUSINESSES THROUGH THE CENTER'S MONEY SAVING PARTNERS PROGRAM, RECEIVE MONTHLY E-NEWSLETTERS, AND ARE INVITED TO OFFER FEEDBACK ABOUT THE CENTER'S PROGRAMS AND SERVICES THROUGH AN ANNUAL MEMBERSHIP SURVEY. THERE WERE 532 PUBLICATION DOWNLOADS, 687 JOB BOARD POSTS FROM MEMBERS AND FY2022 ANNUAL SURVEY HAD 263 RESPONSES. THE CENTER LAUNCHED 2 LAPSED MEMBER CAMPAIGNS TO ENCOURAGE PREVIOUS MEMBERS TO RENEW THEIR MEMBERSHIP AND ADDED 2 GROUP MEMBERSHIPS INCLUDING NC PARTNERSHIP FOR CHILDREN AND RESOURCEFUL COMMUNITIES. 258953 130809 CULTIVATE CONNECTIONS: THE CENTER OFFERED OPPORTUNITIES FOR BOTH NONPROFITS AND BUSINESSES TO PROMOTE THEIR PROGRAMS, SERVICES, PRODUCTS, OR OPEN STAFF POSITIONS TO NORTH CAROLINA NONPROFITS. THE CENTER HAD 27 BUSINESSES LIST IN ITS BUSINESS FINDER DIRECTORY, A SEARCHABLE DATABASE FOR NONPROFITS LOOKING FOR SERVICES AROUND ACCOUNTING, DIVERSITY, EQUITY, AND INCLUSION, INSURANCE SERVICES, AND TECHNOLOGY. NC NONPROFIT CAREERS, THE CENTER'S ONLINE JOBS BOARD, PROVIDED OVER 1,000 JOB POSTINGS FOR JOB SEEKERS LOOKING TO WORK IN NORTH CAROLINA'S NONPROFIT SECTOR. THE NONPROFIT MARKET PLACE BROUGHT 10 VIRTUAL EXHIBITORS AT THE 2021 CONFERENCE. NONPROFIT CONNECTIONS, A MONTHLY NEWSLETTER, FEATURED 9 PAID NEWSLETTER BANNER ADS. IN FY22 THE CENTER ISSUED THREE PUBLICATIONS: PRINCIPLES & PRACTICES: BEST PRACTICES FOR NORTH CAROLINA NONPROFITS WAS DOWNLOADED 154 TIMES (FREE TO MEMBERS); TOOLKIT FOR ORGANIZATIONAL RESILIENCY WAS DOWNLOADED 82 TIMES; AND THE LEGAL COMPLIANCE CHECKLIST FOR NORTH CAROLINA NONPROFITS WAS DOWNLOADED 465 TIMES. STRIVE TO MODEL BEST PRACTICES: THE CENTER CONTINUES TO WORK TO BETTER UNDERSTAND THE SCOPE OF CAPACITY BUILDING CHALLENGES NONPROFITS FACE, THE MAKE-UP OF ITS CURRENT AND POTENTIAL MEMBERS AND PROGRAM AUDIENCE, POTENTIAL REVENUE OPPORTUNITIES, AND OPERATION COSTS. IT HAS CONTINUED WORK ON A PILOT PROGRAM, CENTER MANAGED SOLUTIONS, TO HELP NONPROFITS STRENGTHEN THEIR MANAGEMENT CAPACITIES THROUGH A PROGRESSIVE ENGAGEMENT APPROACH. THE CENTER CONTINUES TO REVISE ITS ORGANIZATIONAL CHART TO BETTER MANAGE AND SUPPORT THE STAFF CAPACITY NEEDED TO CARRY OUT ITS MISSION. THE CENTER HAS HIRED A DIRECTOR OF MEMBERSHIP AND SEEKS TO HIRE A DEVELOPMENT DIRECTOR. IT ALSO UPDATED SEVERAL BENEFIT PROGRAMS TO BE MORE EQUITABLE AND REDUCE UNNECESSARY BARRIERS FOR EMPLOYEES' PARTICIPATION. WHERE AND WHEN POSSIBLE, THE CENTER HAS EXTENDED AND INCREASED BENEFITS TO ITS MEMBERS. THE CENTER CONTINUES TO UTILIZE VARIOUS TECHNOLOGY PLATFORMS TO DELIVER AND EXPAND PROGRAMS AND SERVICES FOR NONPROFITS. THE CENTER HAS CONTINUED PLANNING AND DEVELOPING A NEW WEBSITE TO HELP DELIVER PRODUCTS AND SERVICES MORE EFFICIENTLY TO NONPROFITS. 258953 130809 1211965 true true false true false false false false false true true false false true false true true false false false false false false false false false false false false true false false false false false false false true false false false false false false false false false true 15 0 true 18 true true true false false false false true true false false false false false false X 16 15 false false false false false false false true true false false true true true true true true true true false NC X X X TRACY CAREYETTE 9197901555 PO BOX 98475 RALEIGH NC 27624 JEANNE TEDROW PRESIDENT & 40.00 X X 202433 0 16264 ROBERT MADDREY CSO & ASST. 40.00 X 101891 0 13330 TRACY CAREYETTE CFO & ASST T 40.00 X 92358 0 13583 LISA REID CSO & ASST. 40.00 X 64962 0 3351 JANA BARRETT BOARD MEMBER 1.00 X 0 0 0 MCCRAY BENSON BOARD MEMBER 1.00 X 0 0 0 IVAN CANADA BOARD MEMBER 1.00 X 0 0 0 DAWN CHAVEZ VICE CHAIR 1.00 X X 0 0 0 DARRYL CHILDERS BOARD MEMEBR 1.00 X 0 0 0 LORELEI COSTA BOARD MEMBER 1.00 X 0 0 0 DOUG HERON BOARD MEMBER 1.00 X 0 0 0 LENORA JARVIS-MACKEY BOARD MEMBER 1.00 X 0 0 0 SHELLY MOORE BOARD MEMBER 1.00 X 0 0 0 SARA NUNNALLY BOARD MEMBER 1.00 X 0 0 0 ANGELA POOLE TREASURER 1.00 X X 0 0 0 DIEGO RAMON BOARD MEMBER 1.00 X 0 0 0 LORNA RICOTTA BOARD MEMBER 1.00 X 0 0 0 DEVIRE ROBINSON CHAIR 1.00 X X 0 0 0 SABRINA SLADE BOARD MEMBER 1.00 X 0 0 0 JUANITA WILSON BOARD MEMBER 1.00 X 0 0 0 461644 46528 2 false true false 425729 148100 1041747 1615576 PROGRAM SERVICE FEES 207166 207166 ADVERTISING 561000 11170 11170 CONFERENCE EXHIBITION 541800 7400 7400 225736 8872 8872 19838 19838 33269 33269 33269 33269 1903291 260273 18570 8872 552655 427720 78731 46204 559393 434827 77871 46695 37278 27592 6521 3165 46707 34571 8171 3965 72978 54016 12766 6196 900 698 195 7 22472 17425 4875 172 120858 120858 18060 15087 2869 104 22680 17249 5261 170 9086 8557 529 13800 11729 2071 5065 3927 1099 39 18938 16617 2091 230 NONPROFIT RESOURCES, DUES 17505 16507 871 127 STAFF & BOARD DEVELOPMENT 3557 2628 929 MAILING 2627 310 2317 PRINTING AND PRODUCTION 1997 1647 350 1526556 1211965 207517 107074 170247 246681 1438748 1443777 335460 467432 1370 963 23796 31808 197586 150934 13118 46652 255499 217743 2238238 2455056 33701 69641 230085 261554 162707 10239 426493 341434 X 1225195 1392282 586550 721340 1811745 2113622 2238238 2455056 376735 -74858 X false true X true false X 1298464 1482595 1765488 1222088 1615576 7384211 1298464 1482595 1765488 1222088 1615576 7384211 2275557 5108654 33324 35156 42927 6867 8872 127146 14314 25545 25892 2092 2720 70563 7581920 1017896 0.67380 0.67560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 51392 51392 1475163 1526555 226328 56582 219062 228658 214124 226328 888172 1332258 32986 28928 62291 51392 175597 54766 57165 53531 56582 222044 333066 1222 1330 2552 255199 100 -35390 2466 217443 248615 100 6484 255199 231450 17165 248615 231450 231450 231450 231450 1.00000 true false 29725 24085 5640 167861 126849 41012 46652 ASSETS HELD BY NC COMMUNITY FND 217443 DEPOSITS 300 217743 X 1874015 -74858 45582 -29276 1903291 1903291 1572138 45582 45582 1526556 1526556 SCHEDULE D, PAGE 2, PART V, LINE 4 INTEREST EARNED ON ENDOWMENTS CAN BE USED FOR GENERAL OPERATIONS. IN ESTABLISHING THIS POLICY, THE CENTER CONSIDERED THE LONG-TERM EXPECTED RETURN ON ITS ENDOWMENT. THIS IS CONSISTENT WITH THE CENTER'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS HELD IN PERPETUITY OR FOR A SPECIFIED TERM AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN. SCHEDULE D, PAGE 3, PART X THE CENTER EVALUATES ANY UNCERTAIN TAX POSITIONS. ACCORDINGLY, THE CENTER'S POLICY IS TO RECORD A LIABILITY FOR ANY TAX POSITION TAKEN THAT IS BENEFICIAL TO THE CENTER, INCLUDING ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT THE POSITION OF MANAGEMENT WITH RESPECT TO A TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT BELIEVES THERE ARE NO SUCH POSITIONS AS OF JUNE 30, 2022 AND 2021. X X X false false false false false false false false false JEANNE TEDROW PRESIDENT & CEO 202433 16198 66 218697 NIED NIED LESSOR 22243 BOARD MEMBER false NIED NIED LESSOR 22243 OFFICER false SCHEDULE L, PART V AS DISCLOSED ABOVE, TWO MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS ARE AFFILIATED WITH THE LESSOR OF THE ORGANIZATION'S FACILITY. JEANNE TEDROW IS A BOARD MEMBER OF BOTH ENTITIES, WHILE ANGELA POOLE IS A BOARD MEMBER OF THE ORGANIZATION AND AN OFFICER OF THE LESSOR. FORM 990 - ORGANIZATION'S MISSION NORTH CAROLINA'S NONPROFIT SECTOR IS A VITAL LEADER IN BUILDING AND SUSTAINING EQUITABLE AND THRIVING COMMUNITIES. THE NORTH CAROLINA CENTER FOR NONPROFITS STRIVES TO EDUCATE, CONNECT, AND ADVOCATE FOR NORTH CAROLINA NONPROFITS. FORM 990, PAGE 2, PART III, LINE 4A INNOVATE LEARNING: THE NORTH CAROLINA CENTER FOR NONPROFITS TRAINED 3,826 COMMUNITY LEADERS THIS YEAR THROUGH 57 PRESENTATIONS, WEBINARS, AND WORKSHOPS ACROSS THE STATE ABOUT BEST PRACTICES IN NONPROFIT GOVERNANCE, LEADERSHIP, AND MANAGEMENT. THESE TRAININGS PROVIDED OPPORTUNITIES FOR NONPROFIT BOARD AND STAFF MEMBERS TO STRENGTHEN COMMUNITY ASSETS, EXCHANGE SOLUTIONS TO PROBLEMS, SHARE THE LESSONS THEY HAVE LEARNED, AND OFFER SUPPORT TO EACH OTHER IN THEIR CHALLENGING WORK. TOPICS INCLUDED BOARD FUNDRAISING, CAPITAL CAMPAIGN READINESS, RETOOLING YOUR FUND RESERVES, NONPROFIT ADVOCACY BASICS, AND BUILDING EQUITY INTO YOUR EMPLOYEE BENEFITS. DURING OTHER TRAINING ACTIVITIES, WE: - EDUCATED 235 NONPROFIT LEADERS ABOUT EMERGING ISSUES AND BEST PRACTICES AT OUR 2021 STATEWIDE CONFERENCE: BELONGING... THIS THREE-DAY VIRTUAL CONFERENCE FEATURED TWO KEYNOTE PRESENTATIONS FROM JAKI SHELTON GREEN, NC'S POET LAUREATE, AND JULIA CAMPBELL, A SPEAKER, AUTHOR, AND NONPROFIT CONSULTANT, BOTH OF WHOM SHARED PRESENTATIONS FOCUSED ON STORYTELLING. THE EVENT FEATURED DOZENS OF WORKSHOPS TACKLING A WIDE VARIETY OF NONPROFIT MANAGEMENT TOPICS AS WELL AS A VIRTUAL EXHIBITOR HALL. - PARTNERED WITH THE NONPROFIT FINANCE FUND, TRIANGLE COMMUNITY FOUNDATION, JOHN REX ENDOWMENT, AND THE NORTH CAROLINA NETWORK OF GRANTMAKERS TO OFFER THE WEBINAR "TRENDS IN PHILANTHROPY" TO 365 REGISTRANTS WITH A FOLLOW-UP WORKSHOP FOR SELECT ATTENDEES. - COLLABORATED WITH NORTH CAROLINA PANDEMIC RECOVERY OFFICE, CHATHAM COUNTY MANAGER'S OFFICE, AND NC CHILD TO OFFER THE WEBINAR AMERICAN RESCUE PLAN FUNDS: WHAT NC NONPROFITS NEED TO KNOW ABOUT PARTNERING WITH STATE AND LOCAL GOVERNMENTS FOR 549 REGISTRANTS. WALKING THE TALK - EDI PROGRAMMATIC UPDATES: THE CENTER CONTINUED BUILDING UPON OUR "WALKING THE TALK: EQUITY, DIVERSITY, AND INCLUSION IN NORTH CAROLINA NONPROFITS," A MULTI-YEAR INITIATIVE TO SUPPORT THE CAPACITY OF NONPROFITS TO ADDRESS ISSUES OF RACE EQUITY AND INCLUSION IN THEIR PROGRAMS AND WITHIN THEIR ORGANIZATIONS. PLANNING DATES HAVE BEEN SET FOR A NEW 2023 6-SESSION SERIES, "EDI ROUNDTABLE FOR NONPROFIT EXECUTIVES: BOLD SPACES FOR BOLD ACTION". THIS EXECUTIVE LEADERSHIP PROGRAM WILL CONTINUE TO FOCUS ON THE RACIAL LEADERSHIP GAP, THE GENERATIONAL LEADERSHIP GAP, AND THE POLICIES, PRACTICES, AND ORGANIZATIONAL CULTURES IN NONPROFITS THAT EXACERBATE THESE GAPS. UPCOMING IN 2023, THE CENTER IS PLANNING A SECOND EDI PROJECT ENTITLED "EXECUTIVE LEADERSHIP DEVELOPMENT SERIES: BUILDING EQUITY AND ANTI-RACIST CHANGE AGENTS." NONPROFIT MANAGEMENT INSTITUTE: SINCE SEPTEMBER 2020, THE CENTER HAS OFFERED ITS "NONPROFIT MANAGEMENT INSTITUTE" TWICE A YEAR, ONCE IN THE SPRING AND ONCE IN THE FALL. THIS LEARNING COHORT OF NONPROFIT EXECUTIVES, MANAGERS, AND BOARD LEADERS GATHERS VIRTUALLY TO ASSESS THEIR ORGANIZATIONS' MANAGEMENT PRACTICES, IDENTIFY SUCCESSES AND CHALLENGES, BUILD CAPACITY WHERE THERE ARE GAPS, AND WORK TOWARDS LONG-TERM SUSTAINABILITY. DEVELOPED FROM ONGOING NONPROFIT MANAGEMENT RESEARCH AND EDUCATION, AND THE CENTER'S GUIDE, PRINCIPLES & PRACTICES: BEST PRACTICES FOR NORTH CAROLINA NONPROFITS, THIS SIX-SESSION SERIES FACILITATES LEARNING, DISCUSSION, AND MANAGEMENT STRATEGIES AROUND BOARD GOVERNANCE, PROGRAM DESIGN AND EVALUATION, STRATEGIC PLANNING, FUNDRAISING, FINANCIAL MANAGEMENT, AND HUMAN RESOURCES. PARTICIPANTS GRADUATE WITH A NONPROFIT MANAGEMENT INSTITUTE CERTIFICATE AND CAN EARN UP TO 15 CREDIT HOURS AS PART OF THE DUKE UNIVERSITY NONPROFIT MANAGEMENT PROGRAM. TO DATE, 271 NONPROFIT LEADERS HAVE GRADUATED FROM THE NONPROFIT MANAGEMENT INSTITUTE. CENTERED MANAGED SOLUTIONS: CENTERED MANAGED SOLUTIONS (CMS) IS A NEW PROFESSIONAL SERVICES PROGRAM OFFERED BY THE NORTH CAROLINA CENTER FOR NONPROFITS. CMS WILL GO BEYOND THE USUAL TRANSACTIONAL PROGRAMS AND SERVICES BY OFFERING A PROGRESSIVE ENGAGEMENT MODEL, BEGINNING WITH AN ORGANIZATIONAL ASSESSMENT AND BUILDING ON AN ADVISOR/COACHING RELATIONSHIP THAT EMPOWERS THE EXECUTIVE AND ITS TEAM TO ASSESS BETTER AND ADDRESS THE ORGANIZATION'S NEEDS. THE CENTER WORKED WITH THE NORTH CAROLINA PARTNERSHIP FOR CHILDREN TO MAKE THIS SERVICE AVAILABLE FOR UP TO 10 OF THEIR LOCAL PARTNERSHIPS (LPS) AT NO COST. LPS WHO PARTICIPATED IN THIS PILOT PROJECT (JANUARY - JUNE 2022) AGREE TO OFFER VALUABLE FEEDBACK REGARDING THEIR EXPERIENCES AND HOW TO IMPROVE ORGANIZATIONAL CAPACITY AND LONG-TERM SUSTAINABILITY. THE CENTER PARTNERED WITH THE UNC SCHOOL OF GOVERNMENT ON CAPACITY-BUILDING RESEARCH TO HELP DOCUMENT OUR CMS APPROACH, PLANNING, AND EVALUATION. THIS PARTNERSHIP WILL CONTINUE INTO THE 2023 FISCAL YEAR, AS WELL AS A NEW CMS PROJECT DEVELOPING WITH THE Z SMITH REYNOLDS FOUNDATION. FORM 990, PAGE 2, PART III, LINE 4B CHAMPION THE SECTOR: WE ADVOCATED FOR A POSITIVE POLICY ENVIRONMENT TO SUPPORT THE WORK OF 501 (C)(3) NONPROFITS THROUGHOUT NORTH CAROLINA SO THAT THESE ORGANIZATIONS CAN MORE EFFECTIVELY DELIVER PROGRAMS AND SERVICES TO HELP COMMUNITIES ACROSS THE STATE. SOME EXAMPLES OF SPECIFIC RESULTS INCLUDE: - KEPT THE NONPROFIT SECTOR UNITED ON FEDERAL, STATE, AND LOCAL TAX POLICY ISSUES AFFECTING THE TAX-EXEMPT STATUS OF 501(C)(3) NONPROFITS AND AFFECTING THE OPERATIONS OF NONPROFIT ORGANIZATIONS. - ADVOCATED ON STATE AND FEDERAL LEGISLATION AND RULES TO ENSURE THE SUSTAINABILITY OF CHARITABLE ORGANIZATIONS AND TO HELP NONPROFITS SAVE TIME AND MONEY. EXAMPLES INCLUDE ADVOCACY TO MODERNIZE STATE NONPROFIT CORPORATION AND CHARITABLE SOLICITATION LAWS, TO SIMPLIFY THE STATE SALES TAX EXEMPTION PROCESS FOR 501(C)(3) NONPROFITS, TO ENSURE THAT STATE CONFLICT OF INTEREST LAWS ARE CONSISTENT WITH BEST PRACTICES FOR NONPROFITS, AND TO INCREASE INCENTIVES FOR ALL NORTH CAROLINIANS TO GIVE GENEROUSLY TO SUPPORT THE WORK OF CHARITABLE NONPROFITS THROUGH CHANGES TO FEDERAL AND STATE TAX LAWS. - TRACKED DOZENS OF BILLS IN THE NC GENERAL ASSEMBLY AND CONGRESS THAT COULD AFFECT NONPROFITS IN A WIDE VARIETY OF WAYS. - KEPT NONPROFIT STAFF AND BOARD MEMBERS ACROSS THE STATE INFORMED THROUGH WEEKLY EMAIL UPDATES, SOCIAL MEDIA POSTINGS, AND ONLINE WORKSHOPS. - PROVIDED TRAINING AND WRITTEN MATERIALS TO HELP NORTH CAROLINA NONPROFITS UNDERSTAND THE IMPLICATIONS OF THE STATE BUDGET AND OTHER RECENTLY ENACTED STATE AND FEDERAL LAWS FOR THEIR ORGANIZATIONS' FUNDRAISING AND OPERATIONS. THE CENTER CONTINUED TO TRACK TRENDS IN THE ECONOMIC IMPACT AND FISCAL HEALTH OF NORTH CAROLINA'S CHARITABLE NONPROFIT SECTOR. FORM 990, PAGE 2, PART III, LINE 4C VALUE OUR MEMBERS: THE NORTH CAROLINA CENTER FOR NONPROFITS OFFERED MEMBER BENEFITS, PROGRAMS, AND SERVICES TO INCREASE KNOWLEDGE ABOUT NONPROFIT MANAGEMENT. MORE THAN 6,500 BOARD, STAFF, AND VOLUNTEERS WORKING WITH OVER 1,100 MEMBER NONPROFITS TOOK ADVANTAGE OF THESE PROGRAMS. FY2022 ENDED WITH A TOTAL OF 1135 MEMBERS, 212 BEING NEW. MEMBERS HAVE ACCESS TO OVER 800 VETTED RESOURCES THROUGH THE CENTER'S INFORMATION CENTRAL ONLINE LIBRARY. MEMBERS MAY ASK STAFF QUESTIONS THROUGH A MEMBER ASSISTANCE TOOL ON SPECIFIC NONPROFIT MANAGEMENT TOPICS, FROM BOARD GOVERNANCE TO PUBLIC POLICY. THE CENTER MANAGED 88 MEMBER ASSISTANCE CASES - FUNDRAISING & PHILANTHROPY, FINANCIAL MANAGEMENT, BOARD GOVERNANCE, LEGAL AND HUMAN RESOURCES BEING THE MOST COMMON INQUIRIES. THE CENTER SERVES MEMBERS WITH PRO BONO SUPPORT THROUGH SIX PROGRAM AREAS: LEGAL, MARKETING, HUMAN RESOURCES, ACCOUNTING, COACHING, AND EXECUTIVE TRANSITION. THE CENTER CONSIDERED 192 PRO BONO CASES - 109 LEGAL, 41 IN ACCOUNTING, 24 HUMAN RESOURCES, 11 COACHING AND 7 IN MARKETING. MEMBERS RECEIVE REGISTRATION DISCOUNTS ON WEBINARS AND PUBLICATION DOWNLOADS, DISCOUNTS ON PRODUCTS AND SERVICES OFFERED BY BUSINESSES THROUGH THE CENTER'S MONEY SAVING PARTNERS PROGRAM, RECEIVE MONTHLY E-NEWSLETTERS, AND ARE INVITED TO OFFER FEEDBACK ABOUT THE CENTER'S PROGRAMS AND SERVICES THROUGH AN ANNUAL MEMBERSHIP SURVEY. THERE WERE 532 PUBLICATION DOWNLOADS, 687 JOB BOARD POSTS FROM MEMBERS AND FY2022 ANNUAL SURVEY HAD 263 RESPONSES. THE CENTER LAUNCHED 2 LAPSED MEMBER CAMPAIGNS TO ENCOURAGE PREVIOUS MEMBERS TO RENEW THEIR MEMBERSHIP AND ADDED 2 GROUP MEMBERSHIPS INCLUDING NC PARTNERSHIP FOR CHILDREN AND RESOURCEFUL COMMUNITIES. FORM 990, PAGE 2, PART III, LINE 4D CULTIVATE CONNECTIONS: THE CENTER OFFERED OPPORTUNITIES FOR BOTH NONPROFITS AND BUSINESSES TO PROMOTE THEIR PROGRAMS, SERVICES, PRODUCTS, OR OPEN STAFF POSITIONS TO NORTH CAROLINA NONPROFITS. THE CENTER HAD 27 BUSINESSES LIST IN ITS BUSINESS FINDER DIRECTORY, A SEARCHABLE DATABASE FOR NONPROFITS LOOKING FOR SERVICES AROUND ACCOUNTING, DIVERSITY, EQUITY, AND INCLUSION, INSURANCE SERVICES, AND TECHNOLOGY. NC NONPROFIT CAREERS, THE CENTER'S ONLINE JOBS BOARD, PROVIDED OVER 1,000 JOB POSTINGS FOR JOB SEEKERS LOOKING TO WORK IN NORTH CAROLINA'S NONPROFIT SECTOR. THE NONPROFIT MARKET PLACE BROUGHT 10 VIRTUAL EXHIBITORS AT THE 2021 CONFERENCE. NONPROFIT CONNECTIONS, A MONTHLY NEWSLETTER, FEATURED 9 PAID NEWSLETTER BANNER ADS. IN FY22 THE CENTER ISSUED THREE PUBLICATIONS: PRINCIPLES & PRACTICES: BEST PRACTICES FOR NORTH CAROLINA NONPROFITS WAS DOWNLOADED 154 TIMES (FREE TO MEMBERS); TOOLKIT FOR ORGANIZATIONAL RESILIENCY WAS DOWNLOADED 82 TIMES; AND THE LEGAL COMPLIANCE CHECKLIST FOR NORTH CAROLINA NONPROFITS WAS DOWNLOADED 465 TIMES. STRIVE TO MODEL BEST PRACTICES: THE CENTER CONTINUES TO WORK TO BETTER UNDERSTAND THE SCOPE OF CAPACITY BUILDING CHALLENGES NONPROFITS FACE, THE MAKE-UP OF ITS CURRENT AND POTENTIAL MEMBERS AND PROGRAM AUDIENCE, POTENTIAL REVENUE OPPORTUNITIES, AND OPERATION COSTS. IT HAS CONTINUED WORK ON A PILOT PROGRAM, CENTER MANAGED SOLUTIONS, TO HELP NONPROFITS STRENGTHEN THEIR MANAGEMENT CAPACITIES THROUGH A PROGRESSIVE ENGAGEMENT APPROACH. THE CENTER CONTINUES TO REVISE ITS ORGANIZATIONAL CHART TO BETTER MANAGE AND SUPPORT THE STAFF CAPACITY NEEDED TO CARRY OUT ITS MISSION. THE CENTER HAS HIRED A DIRECTOR OF MEMBERSHIP AND SEEKS TO HIRE A DEVELOPMENT DIRECTOR. IT ALSO UPDATED SEVERAL BENEFIT PROGRAMS TO BE MORE EQUITABLE AND REDUCE UNNECESSARY BARRIERS FOR EMPLOYEES' PARTICIPATION. WHERE AND WHEN POSSIBLE, THE CENTER HAS EXTENDED AND INCREASED BENEFITS TO ITS MEMBERS. THE CENTER CONTINUES TO UTILIZE VARIOUS TECHNOLOGY PLATFORMS TO DELIVER AND EXPAND PROGRAMS AND SERVICES FOR NONPROFITS. THE CENTER HAS CONTINUED PLANNING AND DEVELOPING A NEW WEBSITE TO HELP DELIVER PRODUCTS AND SERVICES MORE EFFICIENTLY TO NONPROFITS. FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS SENT IN DRAFT FORM TO MEMBERS OF THE BOARD OF DIRECTORS FOR REVIEW AND CHANGES. ANY SUBSTANTIVE CHANGES ARE SENT BACK TO THE FULL BOARD FOR REVIEW. THE FINAL FORM IS SENT TO THE IRS. FORM 990, PAGE 6, PART VI, LINE 12C ALL MEMBERS OF THE BOARD OF DIRECTORS AND STAFF REVIEW AND SIGN ANNUALLY THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. THE PRESIDENT REMINDS THE BOARD AND STAFF MEMBERS, VIA QUARTERLY EMAILS SENT PRIOR TO EACH BOARD MEETING, TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST. FORM 990, PAGE 6, PART VI, LINE 15A SALARY RANGES FOR ALL POSITIONS ARE DEVELOPED BASED ON STUDIES OF COMPARABLE POSITIONS. THE EXECUTIVE COMMITTEE OF THE ORGANIZATION'S BOARD OF DIRECTORS REVIEWS AND DECIDES ON THESE SALARY RANGES. THE FULL BOARD OF DIRECTORS DETERMINES THE SALARY OF THE PRESIDENT. FORM 990, PAGE 6, PART VI, LINE 15B SALARY RANGES FOR ALL POSITIONS ARE DEVELOPED BASED ON STUDIES OF COMPARABLE POSITIONS. THE EXECUTIVE COMMITTEE OF THE ORGANIZATION'S BOARD OF DIRECTORS REVIEWS AND DECIDES ON THESE SALARY RANGES. THE BOARD DELEGATES THE SETTING OF THE SALARIES FOR ALL STAFF, INCLUDING STAFF WHO SERVE AS OFFICERS, TO THE PRESIDENT WITHIN THE LIMITATIONS OF THE TOTAL ORGANIZATIONAL BUDGET. FORM 990, PAGE 6, PART VI, LINE 19 THE GOVERNING DOCUMENTS, FORM 990 AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS AND FORM 990 ARE ALSO AVAILABLE ON GUIDESTAR.ORG AND AVAILABLE IN SUMMARY FORM IN THE ORGANIZATION'S ANNUAL REPORT ON ITS OWN WEBSITE.