2019-08-27T18:08:17-05:00 2018-12-31 824091509 RICHMAN & ASSOCIATES LLC 1 SW COLUMBIA SUITE 400 PORTLAND OR 97258 990 2018-01-01 930685385 NONPROFIT ASSOCIATION OF OREGON NONP 5032394001 5100 SW MACADAM AVE 360 PORTLAND OR 97239 JAMES WHITE EXECUTIVE DIRECTOR 5032394001 2019-08-26 true JAMES E RICHMAN P00088854 5032953780 2019-08-27 X 198.0.38.201 2019-08-27 18:08:17 CD P 80F2D8E4BE994FB834A5470B9F3673051FBE6126 80F2D8E4BE994FB834A5470B9F3673051FBE6126 2018 2019-02-21 02:37:17Z BRAD RUSSELL 1743731 false X WWW.NONPROFITOREGON.ORG X 1977 OR THE MISSION OF THE NONPROFIT ASSOCIATION OF OREGON IS TO STRENGTHEN THE COLLECTIVE VOICE, LEADERSHIP, AND CAPACITY OF NONPROFITS TO ENRICH THE LIVES OF ALL OREGONIANS. 18 18 15 90 0 5496 680073 896500 1180442 763531 3116 338 51282 81927 1914913 1742296 0 0 1219693 804852 0 56982 728408 673841 1948101 1478693 -33188 263603 839679 1085809 209003 191530 630676 894279 X THE MISSION OF THE NONPROFIT ASSOCIATION OF OREGON IS TO STRENGTHEN THE COLLECTIVE VOICE, LEADERSHIP, AND CAPACITY OF NONPROFITS TO ENRICH THE LIVES OF ALL OREGONIANS. false false 690194 444540 CONSULTING: DURING 2018, NAO PROVIDED BOTH SHORT- AND LONG- TERM CONSULTATIONS, AND CUSTOM DESIGNED COHORT TRAINING PROGRAMS TO ASSIST NONPROFIT ORGANIZATIONS TO STRENGTHEN GOVERNANCE, MANAGEMENT, PLANNING AND FUND DEVELOPMENT. CONSULTING TOPICS INCLUDED BOARD DEVELOPMENT, STRATEGIC PLANNING, ORGANIZATIONAL STRUCTURE, SUPERVISION AND MANAGEMENT, COLLABORATION, BUILDING AND SUSTAINING DIVERSITY, FUND DEVELOPMENT STRATEGY AND EFFECTIVE USE OF TECHNOLOGY. CONSULTING, SUCCESSION AND TRANSITION SERVICES ALSO INCLUDED NAO'S EXECUTIVE TRANSITION SERVICES PROGRAM PROVIDING INTERIM EXECUTIVE AND DEVELOPMENT DIRECTORS FOR NONPROFITS EXPERIENCING EXECUTIVE TRANSITION. HOWEVER, NAO'S BOARD OF DIRECTORS MADE THE DIFFICULT STRATEGIC DECISION TO END NAO'S CONSULTING PRACTICE BY THE END OF 2018. THE PROGRAM FINANCIALS REFLECTED IN 2018 SHOW THE CONSCIENTIOUS WINDING DOWN OF NAO'S CONTRACTUAL OBLIGATIONS FOR CONSULTING SERVICES, AND TRANSITION TO A REFERRAL SERVICE PLACEMENT SYSTEM. THE REFERRAL PROGRAM PROVIDES AN OPPORTUNITY FOR ANY CHARITABLE BENEFIT NONPROFIT IN OREGON TO BE MATCHED WITH APPROPRIATE TECHNICAL ASSISTANCE THROUGH CONSULTANCIES NOT PROVIDED DIRECTLY BY NAO. 169600 88531 TRAINING AND CONVENING: NAO PROVIDES HIGH QUALITY, AFFORDABLE TRAINING PROGRAMS ON ISSUES OF BOARD DEVELOPMENT, FUNDING STRATEGY, FINANCIAL MANAGEMENT, DIVERSITY, SUPERVISION AND TECHNOLOGY. WORKSHOPS ARE OFFERED THROUGHOUT OREGON DEPENDING ON FUNDING SOURCE AND NEED. NAO SPONSORS SEVEN PROFESSIONAL NETWORKS; NONPROFIT LEADERS NETWORK, NONPROFIT NETWORK OF CENTRAL OREGON, NONPROFIT FISCAL MANAGERS ASSOCIATION, EQUITY AND INCLUSION LEADERS NETWORK, AND THE ROGUE VALLEY NONPROFIT NETWORK. NETWORKS MEET MONTHLY FROM SEPTEMBER THROUGH JUNE, PROVIDING PROFESSIONAL UPDATES AND OPPORTUNITIES TO LEARN FROM EXPERTS AND NETWORK WITH PEERS IN THE NONPROFIT COMMUNITY. NAO CONVENES NONPROFITS TO DISCUSS TRENDS AND CHALLENGES TO THE SECTOR WITH A GOAL OF PEER-LEARNING AND FORMULATING SOLUTIONS. 189807 222510 MEMBERSHIP: WHILE A REGISTERED 501(C)(3) PUBLIC BENEFIT CHARITY, NAO IS A MEMBERSHIP ORGANIZATION, PRIORITIZING WORK AND GIVING SPECIAL BENEFITS AND DISCOUNTS FOR MEMBERS. NAO MEMBERS RECEIVE DISCOUNTS ON NAO TRAINING EVENTS, AS WELL AS ACCESS TO DISCOUNTED SERVICES AND PRODUCTS SUCH AS: HEALTH INSURANCE, UNEMPLOYMENT INSURANCE, CREDIT CARD PROCESSING, BACKGROUND CHECKS, AND TELECONFERENCING. 20685 7950 PRINCIPLES AND PRACTICES: NAO SUPPORTS NONPROFITS WITH INFORMATION AND STATISTICS ABOUT THE SECTOR. NAO RUNS A HELPLINE ASSISTS CALLERS AND EMAILED QUESTIONS FROM AROUND OREGON WITH SHORT PROBLEM-SOLVING CONSULTATIONS AND REFERRALS. NO DISSEMINATES THE BEST PRINCIPLES AND MOST PROMISING PRACTICES FOR NONPROFITS AND THEIR BOARD VOLUNTEERS. NAO LINKS NONPROFITS TO PRO BONO LEGAL ASSISTANCE THROUGH PARTNERSHIP WITH LOCAL LAW FIRMS AND PROVIDES OTHER INFORMATION RESOURCES FOR OREGON'S NONPROFITS. VOICE/ADVOCACY: THE NONPROFIT ASSOCIATION OF OREGON BUILDS THE CAPACITY OF THE NONPROFIT SECTOR IN OREGON TO MONITOR AND TAKE ACTION ON PUBLIC POLICIES THAT AFFECT THE SECTOR AS A WHOLE. NAO SUPPORTS THE ADVOCACY RIGHTS OF NONPROFITS, AND BELIEVES THAT THEY CAN AND SHOULD PARTICIPATE IN PUBLIC POLICY DIALOGUE THAT AFFECTS THEIR ORGANIZATIONS, COMMUNITY AND THE PEOPLE THEY SERVE. NAO DOES DIRECT EDUCATIONAL OUTREACH TO POLICYMAKERS AND THE MEDIA AS WELL AS PROVIDING ADVOCACY RESOURCES, TRAINING AND PUBLIC POLICY ALERTS TO NONPROFITS. THOUGHT LEADERSHIP: THE NONPROFIT SECTOR STRENGTHENS THE FABRIC OF DEMOCRACY AND OUR COMMUNITIES. NAO ENSURES OREGON'S NONPROFITS, AND THE GENERAL PUBLIC, HAVE RELEVANT AND TIMELY INFORMATION, INCLUDING RESEARCH, ABOUT CHANGING IDEAS, OPPORTUNITIES AND MATTERS THAT AFFECT CHARITABLE BENEFIT NONPROFITS AND THE ISSUES THEY ADDRESS AROUND THE STATE. FISCAL SPONSORSHIPS: NAO HAS AGREED TO BE THE FISCAL SPONSOR OF A SMALL NUMBER OF EMERGING COLLABORATIONS THAT QUALIFY FOR, BUT DO NOT YET HAVE, THEIR 501(C)(3) STATUS. THESE ORGANIZATIONS ARE SPECIFICALLY SELECTED FOR SUPPORT BECAUSE THEY FIT NAO'S FUNDAMENTAL MISSION AND ARE SUPPORTING NONPROFIT LEADERS AND ORGANIZATIONS THROUGH NETWORKING, CONVENING, AND TRAINING OPPORTUNITIES. 20685 7950 1070286 true true false true false false false false false false true false false false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 36 0 15 true false false false false false false false false false false false false X 18 18 false false false false true true false true true false false true true true true true true true false false OR X X JAMES WHITE 5032394001 5100 SW MACADAM AVE SUITE 360 PORTLAND OR 97239 NANCY RAMIREZ ARRIAGA PRESIDENT 1.00 X X 0 0 0 BRAD RUSSELL VICE PRESIDE 1.00 X X 0 0 0 KATHIE COLLINS SECRETARY 1.00 X X 0 0 0 MATTHEW SCOTT TREASURER 1.00 X X 0 0 0 CHRIS KRENK PAST PRESIDE 1.00 X 0 0 0 JEN RUSK DIRECTOR 1.00 X 0 0 0 CHRIS OTIS DIRECTOR 1.00 X 0 0 0 IAN LOMBARD DIRECTOR 1.00 X 0 0 0 MICHELLE NEAL DIRECTOR 1.00 X 0 0 0 CLAIRE SEGUIN DIRECTOR 1.00 X 0 0 0 MARILYN HARTZOG DIRECTOR 1.00 X 0 0 0 MAC PRICHARD DIRECTOR 1.00 X 0 0 0 KENDRA MORGAN DIRECTOR 1.00 X 0 0 0 CELESTE HILL-THOMAS DIRECTOR 1.00 X 0 0 0 EDUARDO MORENO DIRECTOR 1.00 X 0 0 0 CARLA PENN-HOPSON DIRECTOR 1.00 X 0 0 0 RICHARD JUNG DIRECTOR 1.00 X 0 0 0 LEA SEVEY DIRECTOR 1.00 X 0 0 0 JAMES WHITE EXECUTIVE DI 40.00 X 125000 0 6221 125000 6221 1 false false false 896500 896500 PROGRAM SERVICE FEES 541021 541021 NAO MEMBERSHIP DUES 222510 222510 763531 338 338 24267 24267 24267 24267 2678 1435 1243 1243 MEMBER BENEFIT INCOME 44489 44489 ADMIN FEES 9931 9931 OTHER INCOME 1997 1997 56417 1742296 845458 338 X 131221 61674 52488 17059 565811 483192 56318 26301 49521 40806 6091 2624 58299 45736 8972 3591 2053 2053 103415 103415 222080 214232 7048 800 26324 22390 3457 477 146516 88946 52629 4941 29474 23658 5330 486 78475 73579 4896 6431 4629 1545 257 19782 19782 DUES AND SUBSCRIPTIONS 19034 3744 15246 44 OTHER 9723 346 9371 6 TELEPHONE/INTERNET 9688 6726 2597 365 REPAIRS AND PURCHASES 622 448 149 25 224 180 38 6 1478693 1070286 351425 56982 109 706401 465342 157692 120000 105000 205925 64763 2095 2295 31208 41089 28341 19772 15000 8569 839679 1085809 112378 75951 96625 115579 209003 191530 X 434344 573534 196332 320745 630676 894279 839679 1085809 263603 X false true X true false X 358750 161719 42554 680073 896500 2139596 358750 161719 42554 680073 896500 2139596 1469111 670485 1071 1725 910 3116 338 7160 2146756 5228576 0.31230 0.41000 X 3491 3491 1475202 1478693 222869 55717 255324 100778 247405 222869 826376 1239564 13853 79 11418 3491 28841 63831 25195 61851 55717 206594 309891 9838 79 418 10335 28341 19772 8569 8569 1742296 1742296 1742296 1478693 1478693 1478693 FORM 990, PAGE 2, PART III, LINE 4A CONSULTING: DURING 2018, NAO PROVIDED BOTH SHORT- AND LONG- TERM CONSULTATIONS, AND CUSTOM DESIGNED COHORT TRAINING PROGRAMS TO ASSIST NONPROFIT ORGANIZATIONS TO STRENGTHEN GOVERNANCE, MANAGEMENT, PLANNING AND FUND DEVELOPMENT. CONSULTING TOPICS INCLUDED BOARD DEVELOPMENT, STRATEGIC PLANNING, ORGANIZATIONAL STRUCTURE, SUPERVISION AND MANAGEMENT, COLLABORATION, BUILDING AND SUSTAINING DIVERSITY, FUND DEVELOPMENT STRATEGY AND EFFECTIVE USE OF TECHNOLOGY. CONSULTING, SUCCESSION AND TRANSITION SERVICES ALSO INCLUDED NAO'S EXECUTIVE TRANSITION SERVICES PROGRAM PROVIDING INTERIM EXECUTIVE AND DEVELOPMENT DIRECTORS FOR NONPROFITS EXPERIENCING EXECUTIVE TRANSITION. HOWEVER, NAO'S BOARD OF DIRECTORS MADE THE DIFFICULT STRATEGIC DECISION TO END NAO'S CONSULTING PRACTICE BY THE END OF 2018. THE PROGRAM FINANCIALS REFLECTED IN 2018 SHOW THE CONSCIENTIOUS WINDING DOWN OF NAO'S CONTRACTUAL OBLIGATIONS FOR CONSULTING SERVICES, AND TRANSITION TO A REFERRAL SERVICE PLACEMENT SYSTEM. THE REFERRAL PROGRAM PROVIDES AN OPPORTUNITY FOR ANY CHARITABLE BENEFIT NONPROFIT IN OREGON TO BE MATCHED WITH APPROPRIATE TECHNICAL ASSISTANCE THROUGH CONSULTANCIES NOT PROVIDED DIRECTLY BY NAO. FORM 990, PAGE 2, PART III, LINE 4D PRINCIPLES AND PRACTICES: NAO SUPPORTS NONPROFITS WITH INFORMATION AND STATISTICS ABOUT THE SECTOR. NAO RUNS A HELPLINE ASSISTS CALLERS AND EMAILED QUESTIONS FROM AROUND OREGON WITH SHORT PROBLEM-SOLVING CONSULTATIONS AND REFERRALS. NO DISSEMINATES THE BEST PRINCIPLES AND MOST PROMISING PRACTICES FOR NONPROFITS AND THEIR BOARD VOLUNTEERS. NAO LINKS NONPROFITS TO PRO BONO LEGAL ASSISTANCE THROUGH PARTNERSHIP WITH LOCAL LAW FIRMS AND PROVIDES OTHER INFORMATION RESOURCES FOR OREGON'S NONPROFITS. VOICE/ADVOCACY: THE NONPROFIT ASSOCIATION OF OREGON BUILDS THE CAPACITY OF THE NONPROFIT SECTOR IN OREGON TO MONITOR AND TAKE ACTION ON PUBLIC POLICIES THAT AFFECT THE SECTOR AS A WHOLE. NAO SUPPORTS THE ADVOCACY RIGHTS OF NONPROFITS, AND BELIEVES THAT THEY CAN AND SHOULD PARTICIPATE IN PUBLIC POLICY DIALOGUE THAT AFFECTS THEIR ORGANIZATIONS, COMMUNITY AND THE PEOPLE THEY SERVE. NAO DOES DIRECT EDUCATIONAL OUTREACH TO POLICYMAKERS AND THE MEDIA AS WELL AS PROVIDING ADVOCACY RESOURCES, TRAINING AND PUBLIC POLICY ALERTS TO NONPROFITS. THOUGHT LEADERSHIP: THE NONPROFIT SECTOR STRENGTHENS THE FABRIC OF DEMOCRACY AND OUR COMMUNITIES. NAO ENSURES OREGON'S NONPROFITS, AND THE GENERAL PUBLIC, HAVE RELEVANT AND TIMELY INFORMATION, INCLUDING RESEARCH, ABOUT CHANGING IDEAS, OPPORTUNITIES AND MATTERS THAT AFFECT CHARITABLE BENEFIT NONPROFITS AND THE ISSUES THEY ADDRESS AROUND THE STATE. FISCAL SPONSORSHIPS: NAO HAS AGREED TO BE THE FISCAL SPONSOR OF A SMALL NUMBER OF EMERGING COLLABORATIONS THAT QUALIFY FOR, BUT DO NOT YET HAVE, THEIR 501(C)(3) STATUS. THESE ORGANIZATIONS ARE SPECIFICALLY SELECTED FOR SUPPORT BECAUSE THEY FIT NAO'S FUNDAMENTAL MISSION AND ARE SUPPORTING NONPROFIT LEADERS AND ORGANIZATIONS THROUGH NETWORKING, CONVENING, AND TRAINING OPPORTUNITIES. FORM 990, PAGE 6, PART VI, LINE 6 MEMBERS OF NAO ARE OREGON NONPROFIT ORGANIZATIONS. FORM 990, PAGE 6, PART VI, LINE 7A AT THE ANNUAL MEETING MEMBERS VOTE TO ELECT CANDIDATES TO THE BOARD OF DIRECTORS. AFFILIATE MEMBERS ARE NOT ALLOWED TO VOTE. FORM 990, PAGE 6, PART VI, LINE 11B THE 990 AS PREPARED BY THE CPA IS REVIEWED IN DETAIL BY THE FINANCE MANAGER AND THE EXECUTIVE DIRECTOR. A COPY OF THE 990 IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C ALL POTENTIAL CONFLICTS OF INTEREST ARE REQUIRED TO BE DISCLOSED TO THE BOARD. FORM 990, PAGE 6, PART VI, LINE 15A EXECUTIVE DIRECTOR COMPENSATION IS APPROVED BY THE BOARD. FORM 990, PAGE 6, PART VI, LINE 19 ALL GOVERNANCE DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G LESS AMOUNT INCLUDED LINE 5 214,232 7,048 800