2022-02-11T08:31:34-06:00 2021-06-30 561743537 LANGDON & COMPANY LLP 223 US HIGHWAY 70 EAST SUITE 100 GARNER NC 275294051 990 2020-07-01 561729407 NORTH CAROLINA CENTER FOR NONPROFIT ORGANIZATIONS INC NORT 9197901555 PO BOX 98475 RALEIGH NC 27624 JEANNE TEDROW PRESIDENT & CEO 9197901555 2022-02-10 true JEANNE TEDROW XXX-XX-XXXX SUSAN DEAN P01281194 9196621001 2022-02-10 2020 2022-09-23 18:48:47Z X JEANNE TEDROW PO BOX 98475 RALEIGH NC 27624 1458060 false X WWW.NCNONPROFITS.ORG X 1990 NC TO EDUCATE, CONNECT, AND ADVOCATE FOR NORTH CAROLINA NONPROFITS. 14 13 14 291 18638 2092 1765488 1222088 199222 190994 17474 14511 25773 30467 2007957 1458060 0 0 1109592 1122008 0 101061 463569 269231 1573161 1391239 434796 66821 2108648 2238238 361677 426493 1746971 1811745 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 348222 94337 INNOVATE LEARNING: THE NORTH CAROLINA CENTER FOR NONPROFITS TRAINED 2,705 COMMUNITY LEADERS THIS YEAR THROUGH 48 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 THE 2020 ELECTION AND WHAT ITS RESULTS MEAN FOR NONPROFITS, THE NONPROFIT INSURANCE CRISIS, GENERATING REVENUE WITHOUT WRITING GRANTS, AND FUNDRAISING AND DONOR OUTREACH IN A COVID-19 WORLD. DURING OTHER TRAINING ACTIVITIES, WE: EDUCATED 302 NONPROFIT LEADERS ABOUT EMERGING ISSUES AND BEST PRACTICES AT OUR 2020 STATEWIDE CONFERENCE: REBUILDING FOR RESILIENCE. THIS THREE-DAY (FIRST-EVER VIRTUAL) CONFERENCE FEATURED TWO KEYNOTE PRESENTATIONS, "A RESILIENCE DIET: DIVERSITY, EQUITY, AND INCLUSION TRANSFORMATION FOR REBUILDING AFTER EMERGENCIES" BY DR. S. ATYIA MARTIN AND "STEADY & FORWARD LEADERSHIP IN TIMES OF CHANGE" BY ADRIENNE COLE. THE EVENT FEATURED DOZENS OF WORKSHOPS TACKLING A WIDE VARIETY OF NONPROFIT MANAGEMENT TOPICS, DEEP- DIVE INTENSIVES ON FULL-COST ACCOUNTING AND LEGAL COMPLIANCE, VIRTUAL NETWORKING OPPORTUNITIES, AND A VIRTUAL EXHIBITOR HALL. PARTNERED WITH MARYN BOESS OF GRANTSMAGIC U TO OFFER A WEBINAR AND 10 WEEK SELF-PACED COURSE, "THE ULTIMATE GRANT PROPOSAL BLUEPRINT" TO CONNECT 328 NONPROFIT STAFF AND BOARD WITH GRANT-WRITING AND FUNDRAISING KNOWLEDGE. COLLABORATED WITH THE N.C. ASSOCIATION OF CPAS TO OFFER THE 2021 NOT-FOR- PROFIT ACCOUNTING CONFERENCE WITH 266 PARTICIPANTS ATTENDING VIRTUALLY. 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 BOTH IN THEIR PROGRAMS AND WITHIN THEIR OWN ORGANIZATIONS. A NEW 5-SESSION SERIES, "EDI ROUNDTABLE FOR NONPROFIT EXECUTIVES: PRACTICAL STRATEGIES FOR DISMANTLING RACISM WITHIN NORTH CAROLINA NONPROFITS" LAUNCHED IN AUGUST 2020 TO HELP BUILD AND DIVERSIFY THE NONPROFIT LEADERSHIP PIPELINE. THIS EXECUTIVE LEADERSHIP PROGRAM FOCUSED ON THE RACIAL LEADERSHIP GAP, THE GENERATIONAL LEADERSHIP GAP, AND THE POLICIES, PRACTICES, AND ORGANIZATIONAL CULTURES IN NONPROFITS THAT EXACERBATE THESE GAPS. OVER 60 EXECUTIVE DIRECTORS/CEOS, BOARD CHAIRS, OTHER BOARD LEADERSHIP, HUMAN RESOURCES STAFF, BUSINESS LEADERS, AND OTHER DECISION MAKERS JOINED THIS VIRTUAL ROUNDTABLE LEARNING OPPORTUNITY TO FACILITATE IDEAS AND ACTIONS TOWARDS ELIMINATING SYSTEMIC BARRIERS AND PRACTICES WITHIN NONPROFIT ORGANIZATIONS. THE CENTER PLANS TO OFFER THE ROUNDTABLES AGAIN IN WINTER/SPRING 2022. IN SEPTEMBER 2020, THE CENTER LAUNCHED THE "NONPROFIT MANAGEMENT INSTITUTE." THIS LEARNING COHORT OF NONPROFIT EXECUTIVES, MANAGERS, AND BOARD LEADERS GATHERED 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 FIVE-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. THE FIVE-SESSION SERIES WAS OFFERED AGAIN IN MARCH 2021, AND WILL EXPAND TO SIX SESSIONS FOR THE SEPTEMBER 2021 COHORT. TO DATE, 105 NONPROFIT LEADERS HAVE GRADUATED FROM TWO INSTITUTE COHORT GROUPS. 230563 3065 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 ORGANIZATION 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 FOR NONPROFITS TO BE INCLUDED IN FEDERAL AND STATE COVID-19 RELIEF PROGRAMS, 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 AMERICAN RESCUE PLAN ACT 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 AND ALSO TRACKED THE IMPACTS OF COVID-19 ON THE OPERATIONS OF NORTH CAROLINA NONPROFITS. 257065 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. IN FY2021, THE MEMBER RETENTION RATE WAS 86.6%. THE CENTER SERVES MEMBERS WITH PRO BONO SUPPORT THROUGH SIX PROGRAM AREAS: LEGAL, MARKETING, HUMAN RESOURCES, ACCOUNTING, COACHING, AND EXECUTIVE TRANSITION. MEMBERS MAY ASK STAFF QUESTIONS ON SPECIFIC NONPROFIT MANAGEMENT TOPICS, FROM BOARD GOVERNANCE TO PUBLIC POLICY. MEMBERS HAVE ACCESS TO OVER 800 VETTED RESOURCES THROUGH THE CENTER'S INFORMATION CENTRAL ONLINE LIBRARY. IN FY2021, 347 PRO BONO AND MEMBER CASES WERE CONSIDERED. MEMBERS RECEIVE REGISTRATION DISCOUNTS ON WEBINARS AND PUBLICATION DOWNLOADS, DISCOUNTS ON PRODUCTS AND SERVICES OFFERED BY BUSINESSES, RECEIVE E-NEWSLETTERS, AND ARE INVITED TO OFFER FEEDBACK ABOUT THE CENTER'S PROGRAMS AND SERVICES THROUGH AN ANNUAL MEMBERSHIP SURVEY. 208025 93592 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 45 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 718 JOB POSTINGS FOR JOB SEEKERS LOOKING TO WORK IN NORTH CAROLINA'S NONPROFIT SECTOR. THE NONPROFIT MARKET PLACE BROUGHT 12 VIRTUAL VENDORS EXHIBITING AT THE 2020 CONFERENCE. NONPROFIT CONNECTIONS, A MONTHLY NEWSLETTER, FEATURED 14 PAID NEWSLETTER BANNER ADS. IN FY21 THE CENTER ISSUED FOUR PUBLICATIONS: SALARY AND BENEFITS COMPENSATION SURVEY (124 COPIES SOLD); PRINCIPLES & PRACTICES: BEST PRACTICES FOR NORTH CAROLINA NONPROFITS WAS DOWNLOADED 144 TIMES (FREE TO MEMBERS); TOOLKIT FOR ORGANIZATIONAL RESILIENCY WAS DOWNLOADED 116 TIMES; AND THE LEGAL COMPLIANCE CHECKLIST FOR NORTH CAROLINA NONPROFITS WAS DOWNLOADED 377 TIMES. STRIVE TO MODEL BEST PRACTICES: THE CENTER RECEIVED AND SUCCESSFULLY SOUGHT FORGIVENESS ON TWO PAYCHECK PROTECTION PROGRAM LOANS. THE CENTER ALSO APPLIED FOR THE EMPLOYEE RETENTION TAX CREDIT FOR 2020 AND IS EXPECTING A REFUND OF THESE TAXES PAID. THE CENTER FINALIZED A BUSINESS PLAN 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. THIS WORK RESULTED IN A PILOT PROGRAM, CENTER MANAGED SOLUTIONS, TO BE LAUNCHED IN 2022, TO HELP NONPROFITS STRENGTHEN THEIR MANAGEMENT CAPACITIES THROUGH A PROGRESSIVE ENGAGEMENT APPROACH THE CENTER REVISED ITS ORGANIZATIONAL CHART TO BETTER MANAGE AND SUPPORT THE STAFF CAPACITY NEEDED TO CARRY OUT ITS MISSION. IN SPRING 20201 IT WELCOMED THREE NEW STAFF MEMBERS, INCLUDING ONE NEW POSITION. THE CENTER CONTINUES TO UTILIZE VARIOUS TECHNOLOGY PLATFORMS TO DELIVER AND EXPAND PROGRAMS AND SERVICES FOR NONPROFITS. THE CENTER HAS BEGUN PLANNING AND DEVELOPING A NEW WEBSITE TO HELP DELIVER PRODUCTS AND SERVICES MORE EFFICIENTLY TO NONPROFITS. 208025 93592 1043875 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 10 0 true 14 true true true false false false false true true false false false false false false X 14 13 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 193480 0 15826 ROBERT MADDREY CSO & ASST. 40.00 X 95164 0 13829 TRACY CAREYETTE CFO & ASST T 40.00 X 87928 0 13622 MCCRAY BENSON BOARD MEMBER 1.00 X 0 0 0 IVAN CANADA CHAIR 1.00 X 0 0 0 DAWN CHAVEZ BOARD MEMBER 1.00 X 0 0 0 DARRYL CHILDERS BOARD MEMEBR 1.00 X 0 0 0 LORELEI COSTA BOARD MEMBER 1.00 X 0 0 0 KATIE GALBRAITH BOARD MEMEBE 1.00 X 0 0 0 FRANKIE JONES 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 0 0 0 LORNA RICOTTA BOARD MEMBER 1.00 X 0 0 0 DEVIRE ROBINSON VICE CHAIR 1.00 X 0 0 0 SABRINA SLADE BOARD MEMBER 1.00 X 0 0 0 376572 43277 1 false true false 329092 148100 744896 1222088 PROGRAM SERVICE FEES 172356 172356 ADVERTISING 561000 12738 12738 CONFERENCE EXHIBITION 541800 5900 5900 190994 6867 6867 30467 30467 7644 7644 7644 7644 1458060 210467 18638 6867 445304 328205 80679 36420 544619 400133 100406 44080 53392 40510 8094 4788 14900 11305 2259 1336 63793 48401 9671 5721 901 666 162 73 22169 16374 3991 1804 112643 100260 12383 28191 22209 4177 1805 28637 20828 5514 2295 463 198 265 9530 9202 246 82 4850 3582 873 395 32251 19165 12255 831 NONPROFIT RESOURCES, DUES 22202 17949 2925 1328 STAFF & BOARD DEVELOPMENT 2579 2447 132 PRINTING AND PRODUCTION 2478 2190 198 90 MAILING 2337 251 2073 13 1391239 1043875 246303 101061 95031 170247 1316382 1438748 653027 335460 1594 1370 24346 23796 158987 145869 17968 13118 300 255499 2108648 2238238 30067 33701 164970 230085 166640 162707 361677 426493 X 715521 1225195 1031450 586550 1746971 1811745 2108648 2238238 66821 -2047 X false true X true false X 1033455 1298464 1482595 1765488 1222088 6802090 1033455 1298464 1482595 1765488 1222088 6802090 2038535 4763555 44301 33324 35156 42927 6867 162575 18657 14314 25545 25892 2092 86500 7051165 958841 0.67560 0.71060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 62291 62291 1328947 1391238 214124 53531 223917 219062 228658 214124 885761 1328642 26243 32986 28928 62291 150448 55979 54766 57165 53531 221441 332162 2299 1222 1330 4851 248615 100 6484 255199 231450 17165 248615 231450 231450 231450 231450 231450 231450 0.09270 0.90730 true false 29725 19925 9800 129262 125944 3318 13118 ASSETS HELD BY NC COMMUNITY FND 255199 DEPOSITS 300 255499 X 1501595 -2047 45582 43535 1458060 1458060 1436821 45582 45582 1391239 1391239 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, 2021 AND 2020. X X X false false false false false false false false false JEANNE TEDROW PRESIDENT & CEO 193480 15760 66 209306 NCCDI NCCDI LESSOR 40503 BOARD MEMBER false NCCDI NCCDI LESSOR 40503 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 2,705 COMMUNITY LEADERS THIS YEAR THROUGH 48 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 THE 2020 ELECTION AND WHAT ITS RESULTS MEAN FOR NONPROFITS, THE NONPROFIT INSURANCE CRISIS, GENERATING REVENUE WITHOUT WRITING GRANTS, AND FUNDRAISING AND DONOR OUTREACH IN A COVID-19 WORLD. DURING OTHER TRAINING ACTIVITIES, WE: EDUCATED 302 NONPROFIT LEADERS ABOUT EMERGING ISSUES AND BEST PRACTICES AT OUR 2020 STATEWIDE CONFERENCE: REBUILDING FOR RESILIENCE. THIS THREE-DAY (FIRST-EVER VIRTUAL) CONFERENCE FEATURED TWO KEYNOTE PRESENTATIONS, "A RESILIENCE DIET: DIVERSITY, EQUITY, AND INCLUSION TRANSFORMATION FOR REBUILDING AFTER EMERGENCIES" BY DR. S. ATYIA MARTIN AND "STEADY & FORWARD LEADERSHIP IN TIMES OF CHANGE" BY ADRIENNE COLE. THE EVENT FEATURED DOZENS OF WORKSHOPS TACKLING A WIDE VARIETY OF NONPROFIT MANAGEMENT TOPICS, DEEP- DIVE INTENSIVES ON FULL-COST ACCOUNTING AND LEGAL COMPLIANCE, VIRTUAL NETWORKING OPPORTUNITIES, AND A VIRTUAL EXHIBITOR HALL. PARTNERED WITH MARYN BOESS OF GRANTSMAGIC U TO OFFER A WEBINAR AND 10 WEEK SELF-PACED COURSE, "THE ULTIMATE GRANT PROPOSAL BLUEPRINT" TO CONNECT 328 NONPROFIT STAFF AND BOARD WITH GRANT-WRITING AND FUNDRAISING KNOWLEDGE. COLLABORATED WITH THE N.C. ASSOCIATION OF CPAS TO OFFER THE 2021 NOT-FOR- PROFIT ACCOUNTING CONFERENCE WITH 266 PARTICIPANTS ATTENDING VIRTUALLY. 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 BOTH IN THEIR PROGRAMS AND WITHIN THEIR OWN ORGANIZATIONS. A NEW 5-SESSION SERIES, "EDI ROUNDTABLE FOR NONPROFIT EXECUTIVES: PRACTICAL STRATEGIES FOR DISMANTLING RACISM WITHIN NORTH CAROLINA NONPROFITS" LAUNCHED IN AUGUST 2020 TO HELP BUILD AND DIVERSIFY THE NONPROFIT LEADERSHIP PIPELINE. THIS EXECUTIVE LEADERSHIP PROGRAM FOCUSED ON THE RACIAL LEADERSHIP GAP, THE GENERATIONAL LEADERSHIP GAP, AND THE POLICIES, PRACTICES, AND ORGANIZATIONAL CULTURES IN NONPROFITS THAT EXACERBATE THESE GAPS. OVER 60 EXECUTIVE DIRECTORS/CEOS, BOARD CHAIRS, OTHER BOARD LEADERSHIP, HUMAN RESOURCES STAFF, BUSINESS LEADERS, AND OTHER DECISION MAKERS JOINED THIS VIRTUAL ROUNDTABLE LEARNING OPPORTUNITY TO FACILITATE IDEAS AND ACTIONS TOWARDS ELIMINATING SYSTEMIC BARRIERS AND PRACTICES WITHIN NONPROFIT ORGANIZATIONS. THE CENTER PLANS TO OFFER THE ROUNDTABLES AGAIN IN WINTER/SPRING 2022. IN SEPTEMBER 2020, THE CENTER LAUNCHED THE "NONPROFIT MANAGEMENT INSTITUTE." THIS LEARNING COHORT OF NONPROFIT EXECUTIVES, MANAGERS, AND BOARD LEADERS GATHERED 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 FIVE-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. THE FIVE-SESSION SERIES WAS OFFERED AGAIN IN MARCH 2021, AND WILL EXPAND TO SIX SESSIONS FOR THE SEPTEMBER 2021 COHORT. TO DATE, 105 NONPROFIT LEADERS HAVE GRADUATED FROM TWO INSTITUTE COHORT GROUPS. 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 ORGANIZATION 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 FOR NONPROFITS TO BE INCLUDED IN FEDERAL AND STATE COVID-19 RELIEF PROGRAMS, 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 AMERICAN RESCUE PLAN ACT 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 AND ALSO TRACKED THE IMPACTS OF COVID-19 ON THE OPERATIONS OF NORTH CAROLINA NONPROFITS. 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. IN FY2021, THE MEMBER RETENTION RATE WAS 86.6%. THE CENTER SERVES MEMBERS WITH PRO BONO SUPPORT THROUGH SIX PROGRAM AREAS: LEGAL, MARKETING, HUMAN RESOURCES, ACCOUNTING, COACHING, AND EXECUTIVE TRANSITION. MEMBERS MAY ASK STAFF QUESTIONS ON SPECIFIC NONPROFIT MANAGEMENT TOPICS, FROM BOARD GOVERNANCE TO PUBLIC POLICY. MEMBERS HAVE ACCESS TO OVER 800 VETTED RESOURCES THROUGH THE CENTER'S INFORMATION CENTRAL ONLINE LIBRARY. IN FY2021, 347 PRO BONO AND MEMBER CASES WERE CONSIDERED. MEMBERS RECEIVE REGISTRATION DISCOUNTS ON WEBINARS AND PUBLICATION DOWNLOADS, DISCOUNTS ON PRODUCTS AND SERVICES OFFERED BY BUSINESSES, RECEIVE E-NEWSLETTERS, AND ARE INVITED TO OFFER FEEDBACK ABOUT THE CENTER'S PROGRAMS AND SERVICES THROUGH AN ANNUAL MEMBERSHIP SURVEY. 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 45 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 718 JOB POSTINGS FOR JOB SEEKERS LOOKING TO WORK IN NORTH CAROLINA'S NONPROFIT SECTOR. THE NONPROFIT MARKET PLACE BROUGHT 12 VIRTUAL VENDORS EXHIBITING AT THE 2020 CONFERENCE. NONPROFIT CONNECTIONS, A MONTHLY NEWSLETTER, FEATURED 14 PAID NEWSLETTER BANNER ADS. IN FY21 THE CENTER ISSUED FOUR PUBLICATIONS: SALARY AND BENEFITS COMPENSATION SURVEY (124 COPIES SOLD); PRINCIPLES & PRACTICES: BEST PRACTICES FOR NORTH CAROLINA NONPROFITS WAS DOWNLOADED 144 TIMES (FREE TO MEMBERS); TOOLKIT FOR ORGANIZATIONAL RESILIENCY WAS DOWNLOADED 116 TIMES; AND THE LEGAL COMPLIANCE CHECKLIST FOR NORTH CAROLINA NONPROFITS WAS DOWNLOADED 377 TIMES. STRIVE TO MODEL BEST PRACTICES: THE CENTER RECEIVED AND SUCCESSFULLY SOUGHT FORGIVENESS ON TWO PAYCHECK PROTECTION PROGRAM LOANS. THE CENTER ALSO APPLIED FOR THE EMPLOYEE RETENTION TAX CREDIT FOR 2020 AND IS EXPECTING A REFUND OF THESE TAXES PAID. THE CENTER FINALIZED A BUSINESS PLAN 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. THIS WORK RESULTED IN A PILOT PROGRAM, CENTER MANAGED SOLUTIONS, TO BE LAUNCHED IN 2022, TO HELP NONPROFITS STRENGTHEN THEIR MANAGEMENT CAPACITIES THROUGH A PROGRESSIVE ENGAGEMENT APPROACH THE CENTER REVISED ITS ORGANIZATIONAL CHART TO BETTER MANAGE AND SUPPORT THE STAFF CAPACITY NEEDED TO CARRY OUT ITS MISSION. IN SPRING 20201 IT WELCOMED THREE NEW STAFF MEMBERS, INCLUDING ONE NEW POSITION. THE CENTER CONTINUES TO UTILIZE VARIOUS TECHNOLOGY PLATFORMS TO DELIVER AND EXPAND PROGRAMS AND SERVICES FOR NONPROFITS. THE CENTER HAS BEGUN 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.