2018-11-09T16:41:28-08:00 2017-12-31 824091509 RICHMAN & ASSOCIATES LLC 1 SW COLUMBIA SUITE 400 PORTLAND OR 97258 990 2017-01-01 930685385 NONPROFIT ASSOCIATION OF OREGON NONP 5032394001 5100 SW MACADAM AVE 360 PORTLAND OR 97239 JAMES WHITE EXECUTIVE DIRECTOR 5032394001 2018-11-09 true JAMES E RICHMAN P00088854 5032953780 2018-11-09 X 198.0.38.201 2018-11-09 18:41:28 CS P 529FC3F922AD187282948B896188324C4C7D3058 80F2D8E4BE994FB834A5470B9F3673051FBE6126 2017 2019-02-21 02:37:17Z NANCY RAMIREZ ARRIAGA 5100 SW MACADAM AVE 360 PORTLAND OR 97239 1917833 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. 21 21 24 23 0 42554 680073 312851 1180442 910 3116 11340 51282 367655 1914913 0 0 330075 1219693 0 52810 175113 728408 505188 1948101 -137533 -33188 954534 839679 290670 209003 663864 630676 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 851583 582395 CONSULTING: NAO PROVIDES 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 INCLUDE FINANCIAL MANAGEMENT, 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 INCLUDE NAO'S EXECUTIVE TRANSITION SERVICES PROGRAM PROVIDING INTERIM EXECUTIVE AND DEVELOPMENT DIRECTORS FOR NONPROFITS EXPERIENCING EXECUTIVE TRANSITION, AS WELL AS SUPPORT FOR SUCCESSION PLANNING AND EXECUTIVE SEARCHES. CONTINUED ON SCHEDULE O. NAO BUILDS DYNAMIC LEADERSHIP NEEDED TO NAVIGATE NONPROFIT ORGANIZATIONS TOWARDS DIVERSE, EQUITABLE AND INCLUSIVE GOVERNANCE, MANAGEMENT AND SERVICE DELIVERY SYSTEMS. NAO DELIVERS PEER NETWORKS, TRAININGS AND COHORT LEARNING PROGRAMS TO BUILD THE CAPACITY OF DEI WITHIN NONPROFITS, AS WELL AS SPECIALTY AFFINITY GROUPS FOR BUILDING THE CAPACITY OF LATINA CONSULTANTS. 295747 120615 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. 211064 219449 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. 206163 257983 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. RURAL PROGRAMS: THE NONPROFIT ASSOCIATION OF OREGON PARTNERS WITH THE FORD INSTITUTE FOR COMMUNITY BUILDING, A PROGRAM OF THE FORD FAMILY FOUNDATION TO BRING RESOURCES AND VITALITY TO RURAL COMMUNITY-BASED NONPROFITS. NAO'S WORK WITH THE RURAL NONPROFITS EMPOWERS CITIZENS AND ORGANIZATIONS IN THE COMMUNITY TO COLLABORATE THROUGH A SERIES OF TRAINING WORKSHOPS AND COACHING ON LEADERSHIP, EFFECTIVE ORGANIZATIONS, AND COMMUNITY COLLABORATIONS. 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. 206163 257983 1564557 true true false true false false false false false false true false false false false true 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 37 0 24 true false false false false false false false false false false X 21 21 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 BOB LIEBERMAN DIRECTOR 1.00 X 0 0 0 BRANDI TUCK DIRECTOR 1.00 X 0 0 0 STEPHEN MARC BEAUDOIN DIRECTOR 1.00 X 0 0 0 JAMES WHITE EXECUTIVE DI 40.00 X 124711 0 6591 124711 6591 1 false false false 680073 680073 PROGRAM SERVICE FEES 962888 962888 NAO MEMBERSHIP DUES 217554 217554 1180442 3116 3116 15896 15896 15896 15896 4512 2920 1592 1592 MEMBER BENEFIT INCOME 24887 24887 ADMIN FEES 5340 5340 OTHER INCOME 3567 3567 33794 1914913 1231724 3116 X 131302 53834 64338 13130 913775 768767 121318 23690 76658 63024 11394 2240 97958 77339 17208 3411 13117 11000 2117 43323 18109 24604 610 221881 208378 12760 743 21622 16843 4294 485 141992 113134 25039 3819 48922 39453 8341 1128 150059 146301 3510 248 7008 5297 1532 179 20067 11414 8293 360 OTHER 16810 8265 7945 600 DUES AND SUBSCRIPTIONS 16552 1739 12890 1923 SCHOLARSHIPS 10671 10671 TELEPHONE/INTERNET 10110 6114 3804 192 6274 4875 1347 52 1948101 1564557 330734 52810 148130 109 659432 465342 120000 97702 205925 1365 2095 27237 31208 246716 231716 20668 15000 954534 839679 126525 112378 164145 96625 290670 209003 X 494373 434344 169491 196332 663864 630676 954534 839679 -33188 X false true X true false X 978862 358750 161719 42554 680073 2221958 978862 358750 161719 42554 680073 2221958 1307687 914271 947 1071 1725 910 3116 7769 2229727 1234644 0.41000 0.54160 X 418 11000 11418 1936683 1948101 247405 61851 229192 255324 100778 247405 832699 1249049 4482 13853 79 11418 29832 57298 63831 25195 61851 208175 312263 9838 79 418 10335 246716 231716 15000 15000 X 1916201 1288 1288 1914913 1914913 1949389 1288 1288 1948101 1948101 SCHEDULE D, PAGE 3, PART X UNDER FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, INCOME TAXES, AN ORGANIZATION MUST ALSO EVALUATE ITS TAX POSITIONS AND PROVIDE FOR A LIABILITY FOR ANY POSITIONS THAT WOULD NOT BE CONSIDERED "MORE LIKELY THAN NOT" TO BE UPHELD UNDER A TAX AUTHORITY EXAMINATION. MANAGEMENT HAS EVALUATED ITS TAX POSITIONS AND HAS CONCLUDED THAT NO SUCH ACCRUED LIABILITY EXISTS AS OF DECEMBER 31, 2017. FORM 990, PAGE 2, PART III, LINE 4A NAO BUILDS DYNAMIC LEADERSHIP NEEDED TO NAVIGATE NONPROFIT ORGANIZATIONS TOWARDS DIVERSE, EQUITABLE AND INCLUSIVE GOVERNANCE, MANAGEMENT AND SERVICE DELIVERY SYSTEMS. NAO DELIVERS PEER NETWORKS, TRAININGS AND COHORT LEARNING PROGRAMS TO BUILD THE CAPACITY OF DEI WITHIN NONPROFITS, AS WELL AS SPECIALTY AFFINITY GROUPS FOR BUILDING THE CAPACITY OF LATINA CONSULTANTS. 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. RURAL PROGRAMS: THE NONPROFIT ASSOCIATION OF OREGON PARTNERS WITH THE FORD INSTITUTE FOR COMMUNITY BUILDING, A PROGRAM OF THE FORD FAMILY FOUNDATION TO BRING RESOURCES AND VITALITY TO RURAL COMMUNITY-BASED NONPROFITS. NAO'S WORK WITH THE RURAL NONPROFITS EMPOWERS CITIZENS AND ORGANIZATIONS IN THE COMMUNITY TO COLLABORATE THROUGH A SERIES OF TRAINING WORKSHOPS AND COACHING ON LEADERSHIP, EFFECTIVE ORGANIZATIONS, AND COMMUNITY COLLABORATIONS. 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 5 205,230 13,348 604 PAYROLL EXPENSES 3,148 700 139 LESS IN-KIND 0 -1,288 0 TOTAL 208,378 12,760 743