2025-06-02T14:14:01-05:00 2024-09-30 872525370 CITRIN COOPERMAN ADVISORS LLC 6550 N FEDERAL HIGHWAY 4TH FLOOR FT LAUDERDALE FL 33308 990 2023-10-01 263189428 NONPROFITS FIRST INC NONP 5612147435 1818 S AUSTRALIAN AVENUE SUITE 450 WEST PALM BEACH FL 33409 TRUDY CROWETZ CEO 5612147435 2025-05-19 1 1 TYLER JOHNSON P01959117 9547710896 2025-05-19 2023 2025-03-06 01:10:19Z TRUDY CROWETZ 1818 S AUSTRALIAN AVENUE SUITE 450 WEST PALM BEACH FL 33409 1810882 0 X WWW.NONPROFITSFIRST.ORG X 2008 FL EMPOWERING NONPROFIT CAUSES TO ACHIEVE THEIR MISSIONS WITH EXCEPTIONAL PERFORMANCE AND RESULTS. 16 15 21 153 0 0 899621 923399 882895 780791 0 14012 -36705 -28163 1745811 1690039 0 0 0 0 890324 965042 0 0 149559 782191 731782 1672515 1696824 73296 -6785 898732 963456 342653 414162 556079 549294 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 552596 332277 MANAGEMENT SUPPORT SERVICES: THE ORGANIZATION'S STAFF, EXECUTIVE VOLUNTEERS, AND AFFILIATE CONSULTANTS PROVIDE PROFESSIONAL ASSISTANCE IN KEY AREAS OF NONPROFIT MANAGEMENT INCLUDING STRATEGIC PLANNING, MARKETING AND SOCIAL MEDIA, FUNDRAISING AND DEVELOPMENT, OPERATIONS AND ORGANIZATIONAL REVITALIZATION, HUMAN RESOURCES, EDUCATION AND LEADERSHIP DEVELOPMENT, AND FINANCIAL MANAGEMENT. THE AGENCY HELPS CREATE SYSTEMS & SOLUTIONS TO ENHANCE THE EFFICIENCY, EFFECTIVENESS, AND COMMUNITY IMPACT OF NONPROFIT CAUSES. 52 AGENCIES RECEIVED $402,115 IN CAPACITY BUILDING SERVICES FROM NONPROFITS FIRST'S GRANTS TO REACH ORGANIZATIONAL WELLNESS (GROW) PROGRAM THIS YEAR. 353517 244262 ACCREDITATION: EMPOWERING NONPROFITS TO OPERATE AT THEIR HIGHEST LEVEL OF IMPACT, ACCREDITATION WAS DEVELOPED TO STRENGTHEN THE OPERATIONAL CAPACITY OF NONPROFIT ORGANIZATIONS. 80 AGENCIES WERE ACCREDITED THIS YEAR. COLLECTIVELY, THESE ORGANIZATIONS ACCOUNT FOR OVER $1,047,000,000 IN ANNUAL REVENUE ($111M 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. 236664 147241 NONPROFITS FIRST SERVED 321 NONPROFIT AND AFFILIATE MEMBERS DURING FY23-24, PROVIDING PROGRAMS, RESOURCES AND CONNECTIONS THAT INCREASE THE OPERATIONAL CAPACITY AND IMPACT OF NONPROFIT ORGANIZATIONS. MEMBERSHIP IN NONPROFITS FIRST GIVES ACCESS TO EDUCATION AND PROFESSIONAL DEVELOPMENT, NONPROFIT LEADERSHIP TRAINING, NETWORKING AND PARTNERSHIP OPPORTUNITIES, MANAGEMENT SUPPORT AND CONSULTING SERVICES, CEO/EXECUTIVE DIRECTOR AND OTHER ROLE-SPECIFIC (HR, FINANCE, FUNDRAISING AND DEVELOPMENT, VOLUNTEER) SERVICES, OPEN COMMUNITY FORUMS AND ENGAGEMENT OPPORTUNITIES, AS WELL AS OTHER TOOLS AND RESOURCES TO HELP NONPROFITS TRANSFORM THEIR PEOPLE, THEIR ORGANIZATIONS, AND THEIR IMPACT TO THE COMMUNITIES THEY SERVE. 230905 57011 EDUCATION, TRAINING AND PROFESSIONAL DEVELOPMENT: EDUCATION CLASSES AND WORKSHOPS MEET THE CONTINUOUS DEMAND FOR NONPROFIT PROFESSIONAL DEVELOPMENT. IN 2023-24 NONPROFITS FIRST DELIVERED 80 CLASSES AND WORKSHOPS TO OVER 1,000 NONPROFIT PROFESSIONALS. IN ADDITION, 17 NONPROFIT PROFESSIONALS TOOK ADVANTAGE OF 75 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, 470 PARTICIPANTS HAVE GRADUATED FROM THE RISING LEADERS PROGRAM, INCLUDING 26 GRADUATES IN 2024. EACH COHORT OF RISING LEADERS WORKS IN TEAMS TO FULFILL A SERVICE-LEARNING PROJECT DIRECTLY BENEFITING A LOCAL NONPROFIT. THE SERVICE-LEARNING PROJECTS IN 2024 BENEFITED 5 ORGANIZATIONS. MANY OF THE RISING LEADERS GRADUATES HAVE GONE ON TO SERVE IN UPPER MANAGEMENT. THE YEAR 2024 SAW THE FOURTH COHORT OF A HIGHER-TIER PROGRAM, ADVANCING LEADERS, A 6-MONTH PROGRAM FOCUSED ON KNOWLEDGE NEEDED FOR SENIOR LEVEL NONPROFIT LEADERS. THE 2024 CLASS EQUIPPED 9 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 4-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. 230905 57011 1373682 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 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 41 0 1 21 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X THE ORGANIZATION 5612147435 1818 S AUSTRALIAN AVENUE SUITE 450 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 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 CHECREE BRYANT DIRECTOR 1.00 X 0 0 0 PETER CRUISE DIRECTOR 1.00 X 0 0 0 PHILIP DICOMO BOARD MEMBER EMERITUS (NON-VOTING) 1.00 X 0 0 0 TROY HARRINGTON DIRECTOR (THRU 9/24) 1.00 X 0 0 0 STEPHEN JOHNSON DIRECTOR 1.00 X 0 0 0 SERGIO MARIACA DIRECTOR (THRU 12/23) 1.00 X 0 0 0 MARK MONTGOMERY DIRECTOR 1.00 X 0 0 0 MELISSA MORLEY DIRECTOR 1.00 X 0 0 0 JOHN MULLER DIRECTOR (THRU 9/24) 1.00 X 0 0 0 ALPESH PATEL DIRECTOR (THRU 6/24) 1.00 X 0 0 0 DEANA PIZZO DIRECTOR 1.00 X 0 0 0 KENNETH REHNS DIRECTOR 1.00 X 0 0 0 MICHAEL ZEFF DIRECTOR 1.00 X 0 0 0 TERESA MILLER SECRETARY 1.00 X X 0 0 0 JESSICA CECERE CEO (THRU 1/24) 40.00 X 129476 0 8104 TRUDY CROWETZ CEO (AS OF 1/24) 40.00 X 97749 0 14404 MICHELE BURKA DIRECTOR OF FINANCE (AS OF 08/24) 20.00 X 0 0 0 227225 0 22508 1 0 0 0 0 128950 702630 91819 4900 923399 MANAGEMENT SUPPORT 561110 332277 332277 ACCREDITATION SERVICES 541990 244262 244262 MEMBERSHIP DUES 900099 147241 147241 EDUCATION, TRAINING 611430 57011 57011 780791 14012 14012 70120 128950 120843 -50723 -50723 MISCELLANEOUS 900099 22560 22560 22560 1690039 780791 0 -14151 X 231108 191514 13277 26317 537050 445043 30852 61155 19731 16290 1680 1761 119861 98960 10205 10696 57292 47301 4878 5113 3000 3000 15000 15000 350556 317673 7825 25058 954 954 22622 6249 15924 449 63268 54220 5434 3614 116591 98447 8593 9551 4417 1313 2884 220 15072 13201 707 1164 14497 14497 TRAINING AND DEVELOPMEN 74914 72200 2659 55 LICENSES AND FEES 9997 9997 FOOD AND ENTERTAINMENT 7189 3688 2977 524 EQUIP. RENTAL & MAINT. 5396 5396 28309 7583 16844 3882 1696824 1373682 173583 149559 565631 526213 108290 123925 79549 68157 36511 29950 51472 55264 209649 182242 42479 27407 14800 132540 898732 963456 79016 52300 263637 242345 0 119517 342653 414162 X 556079 549294 556079 549294 898732 963456 -6785 0 X 0 1 X 1 0 X 751149 748323 813620 835956 923399 4072447 751149 748323 813620 835956 923399 4072447 4072447 7550 14012 21562 9297 70481 92680 172458 4266467 4269800 0.95450 0.97580 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 9,297. 2022 AMOUNT: $ 70,481. 2023 AMOUNT: $ 92,680. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6989 6989 0 202660 175253 27407 27407 OPERATING LEASE RIGHT-OF-USE ASSET 117740 SECURITY DEPOSIT 14800 132540 OPERATING LEASE LIABILITY 119517 119517 X 1780114 90075 90075 1690039 0 1690039 1786899 90075 90075 1696824 0 1696824 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 FASB 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 ARE 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 YEARS FROM THE DATE OF FILING. HATS OFF NONPROFITS 199070 128950 70120 13520 63706 43617 199070 128950 70120 13520 63706 43617 120843 -50723 IT SOLUTIONS INC BOARD MEMBER OWNS IT SOLUTIONS INC. 32745 INFORMATION TECHNOLOGY 0 FORM 990, PART VI, SECTION B, LINE 11B DRAFT COPIES OF THE FORM 990 AND SUPPORTING SCHEDULES ARE SUBMITTED TO THE FINANCE COMMITTEE MEMBERS FOR THEIR REVIEW AND COMMENTS. UPON COMPLETION OF THE REVIEW BY THE FINANCE 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 9/30/2024. 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 317,673. MANAGEMENT AND GENERAL EXPENSES 7,825. FUNDRAISING EXPENSES 25,058. TOTAL EXPENSES 350,556.