2017-05-09T14:32:27-05:00 2016-09-30 141918990 TEMPLETON & COMPANY LLP 222 LAKEVIEW AVENUE SUITE 1200 WEST PALM BEACH FL 33401 990 2015-10-01 263189428 NONPROFITS FIRST INC NONP 5612147435 1818 S AUSTRALIAN AVE NO 450 WEST PALM BEACH FL 33409 JESSICA CECERE CEO 5612147435 2017-05-09 1 JOHN R TEMPLETON P01957752 5617989988 2015 2021-01-29 14:40:06Z JESSICA CECERE 1818 S AUSTRALIAN AVE NO 450 WEST PALM BEACH FL 33409 1766462 0 X WWW.NONPROFITSFIRST.ORG X 2008 FL TO PROMOTE QUALITY AND ACCOUNTABILITY IN OUR NONPROFIT COMMUNITY. 11 11 24 47 0 0 778941 805586 1121471 952282 0 5 5700 8589 1906112 1766462 0 0 0 0 1033841 797197 0 0 59627 813170 900847 1847011 1698044 59101 68418 363738 361594 200094 129532 163644 232062 X TO PROMOTE QUALITY AND ACCOUNTABILITY IN OUR NONPROFIT COMMUNITY THROUGH LEADERSHIP DEVELOPMENT, EDUCATION, AND MANAGEMENT SERVICES. 0 0 967450 667307 MANAGEMENT SUPPORT SERVICES:THE ORGANIZATION'S STAFF AND AFFILIATE CONSULTANTS PROVIDE PROFESSIONAL ASSISTANCE IN KEY AREAS OF NONPROFIT MANAGEMENT INCLUDING FINANCIAL REPORTING, MARKETING AND SOCIAL MEDIA, IT SUPPORT, AND HUMAN RESOURCES. THE ORGANIZATION HELPS CREATE SYSTEMS, STRATEGIES AND SOLUTIONS TO ENHANCE NONPROFITS' EFFICIENCY, EFFECTIVENESS AND COMMUNITY IMPACT. THE ORGANIZATION'S FINANCE DEPARTMENT, AND AFFILIATES HAVE EXTENSIVE EXPERIENCE IN NONPROFIT AND FOR-PROFIT ACCOUNTING, ASSISTING AGENCIES WITH FINANCE OBJECTIVES SUCH AS IMPROVING ACCOUNTING STRUCTURE, SYSTEMS AND PROCEDURES; CREATING BOARD PACKAGES THAT EVERYONE CAN UNDERSTAND; AND TRAINING STAFF IN ONE-ON-ONE OR GROUP SETTINGS. THE ORGANIZATION'S HIGHLY TRAINED AND EXPERIENCED TECHNOLOGY INFORMATION TEAM PROVIDES NONPROFITS OF ANY SIZE BUSINESS-CLASS TECHNICAL SUPPORT SERVICES, IT OUTSOURCING, AND IT PROJECT MANAGEMENT SERVICES TO STAY CURRENT AND AHEAD OF THE CURVE IN TODAY'S COMPLEX AND FAST-CHANGING ONLINE WORLD.TECHNOLOGY MANAGED SERVICES:INFORMATION TECHNOLOGY SERVICES ARE CRITICAL TO THE SUCCESS OF OUR NONPROFIT ORGANIZATIONS. NONPROFITS FIRST OFFERS AFFORDABLE INFORMATION MANAGEMENT AND TECHNOLOGY SUPPORT TO THE NONPROFIT COMMUNITY, CREATING OPPORTUNITIES AND EFFICIENCIES FOR THEM TO MAXIMIZE THEIR POTENTIAL IN SERVING THOUSANDS OF CLIENTS. NONPROFITS FIRST PROVIDED 24/7 MONITORING AND MANAGED SERVICE AND SUPPORT TO OVER 500 USERS IN 2016. IN ADDITION, INVENTORY REFRESH PROJECTS FUNDED BY CHILDREN SERVICES COUNCIL PROVIDED OVER $150,000 IN NEW COMPUTER EQUIPMENT FOR MANY AREA NONPROFIT ORGANIZATIONS ENABLING THEM TO ENHANCE THEIR TECHNOLOGY ALLOWING FOR INCREASED FOCUS ON SERVICE DELIVERY AND THE ORGANIZATION'S OVERALL MISSION. THE EXPENSES REPORTED INCLUDE ALL OTHER MANAGEMENT SUPPORT.GROW - GRANTS TO REACH ORGANIZATIONAL WELLNESS:CAPACITY BUILDING IS ESSENTIAL TO THE GROWTH OF THE NONPROFIT SECTOR IN CONTINUING TO SERVE AND STRENGTHEN OUR COMMUNITY. THIRTY FIVE (35) NONPROFIT ORGANIZATIONS RECEIVED OVER $368,000 IN CAPACITY BUILDING FUNDS FROM THE NONPROFITS FIRST GROW PROGRAM. CAPACITY SERVICES INCLUDED: TECHNOLOGY PLANS AND GRANTS, STRATEGIC PLANNING CONSULTING, STAFF TRAINING, NONPROFIT JOB POSTINGS, EDUCATION AND LEADERSHIP DEVELOPMENT, MARKETING PLANS, AND ORGANIZATION REVITALIZATION. 229242 70246 EDUCATION, TRAINING AND PROFESSIONAL DEVELOPMENT:EDUCATION CLASSES AND WORKSHOPS MEET THE CONTINUOUS DEMAND FOR NONPROFIT PROFESSIONAL DEVELOPMENT. IN 2016, NONPROFITS FIRST DELIVERED 60 CLASSES AND WORKSHOPS TO OVER 418 NONPROFIT PROFESSIONALS. VARIED TRAINING SESSIONS ARE DESIGNED FOR 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 CERTIFICATION PROCESS, AND ALL TRAININGS ADVANCE THE USE OF BEST PRACTICES.RISING LEADERS:NONPROFITS FIRST RECOGNIZES THAT THE PIPELINE FOR FUTURE NONPROFIT LEADERS IS RIGHT HERE IN OUR OWN BACKYARD. THE SIX-MONTH RISING LEADERS PROGRAM CULTIVATES LEADERSHIP SKILLS IN EMERGING NONPROFIT PROFESSIONALS AND EQUIPS THEM WITH STRATEGIES TO FACE INDUSTRY CHALLENGES. TWO HUNDRED AND NINETY (290) IS THE NUMBER OF RISING LEADERS PROGRAM GRADUATES SINCE THE PROGRAM'S INCEPTION IN 2006, TWENTY-TWO (22) GRADUATES IN 2016. EACH COHORT OF RISING LEADERS WORKS IN TEAMS TO FULFILL A SERVICE LEARNING PROJECT DIRECTLY BENEFITING A LOCAL NONPROFIT. THE SERVICE LEARNING PROJECT IN 2016 BENEFITTED FOUR (4) ORGANIZATIONS AND AMOUNTED TO 1000 "IN-KIND" SERVICE HOURS. MANY OF THE RISING LEADERS GRADUATES HAVE GONE ON TO SERVE IN ADVANCED LEADERSHIP ROLES IN OUR COMMUNITY.MEMBERSHIP:NONPROFITS FIRST LAUNCHED ITS FIRST EVER MEMBERSHIP PROGRAM FOR NONPROFIT ORGANIZATIONS AND AFFILIATE MEMBERS IN 2014. THE MEMBERSHIP PROGRAM HAS EXPERIENCED STEADY GROWTH FOR THE PAST TWO YEARS. MEMBERSHIP HAS 60 ACTIVE NONPROFIT MEMBERS AND 35 AFFILIATE MEMBERS.MEMBER SERVICES INCLUDE: -FREE AND DISCOUNTED TRAINING AND WORKSHOPS -DISCOUNTED CONSULTING SERVICES -DELUXE CONFERENCE ROOM RESERVATIONS -GROUP PURCHASING DEALS -PEER AFFINITY GROUPS -VIRTUAL REALITY TOUR OF AGENCY LOCATION -FOUNDATION CENTER GRANT DATABASE ACCESS -VOLUNTEER/COMMUNITY SERVICE BOARD POSTINGS -VISIBILITY IN ONLINE DIRECTORY -DISCOUNTED JOB BOARD LISTINGS 285340 219850 ACCREDITATION:EMPOWERING NONPROFITS TO OPERATE AT THE HIGHEST STANDARD OF BUSINESS, ACCREDITATION WAS DEVELOPED TO STRENGTHEN THE OPERATIONAL CAPACITY OF NONPROFIT ORGANIZATIONS. SEVENTY-TWO (72) NONPROFIT ORGANIZATIONS ACHIEVED NONPROFITS FIRST ACCREDITATION IN 2016 USING THE PATHWAYS TO EXCELLENCE TOOLKIT. OVER $80,000,000 OF FUNDING WAS RECEIVED BY THESE ACCREDITED ORGANIZATIONS FROM FUNDERS REQUIRING ACCREDITATION. THE ECONOMIC IMPACT OF THESE ORGANIZATIONS REACHES EVERY CORNER OF OUR COMMUNITY. 1482032 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 15 0 1 24 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X THE ORGANIZATION 5612147435 1818 S AUSTRALIAN AVE NO 450 WEST PALM BEACH FL 33409 ANDREW J GRAY BOARD CHAIR 5.00 X X 0 0 0 DEANA PIZZO VICE CHAIR 1.00 X X 0 0 0 THERESE M SHEHAN SECRETARY 1.00 X X 0 0 0 THOMAS BROCKWAY TREASURER 5.00 X X 0 0 0 PHILIP DICOMO DIRECTOR 1.00 X 0 0 0 MYRA GOLDMAN DIRECTOR 1.00 X 0 0 0 KENNETH E MONTGOMERY DIRECTOR 1.00 X 0 0 0 MARK MONTGOMERY DIRECTOR 1.00 X 0 0 0 BESSE A PHILLIPS DIRECTOR 1.00 X 0 0 0 JENNIFER L SULLIVAN DIRECTOR 1.00 X 0 0 0 GRETA VON UNRUH SECRETARY - RESIGNED DURING YEAR 5.00 X X 0 0 0 TROY A HARRINGTON DIRECTOR - RESIGNED DURING YEAR 1.00 X X 0 0 0 RICHARD L FLEISCHER DIRECTOR - RESIGNED DURING YEAR 1.00 X 0 0 0 JESSICA CECERE CEO 40.00 X 112999 0 7066 112999 0 7066 1 0 0 0 0 14275 719886 71425 805586 MANAGEMENT SUPPORT SER 518210 667307 667307 ACCREDITATION SERVICES 541900 219850 219850 EDUCATION, TRAINING AN 900099 65125 65125 952282 5 5 3468 0 3468 3468 OTHER INCOME 541900 5121 5121 5121 1766462 957403 0 3473 X 112999 93211 13088 6700 537212 443139 62222 31851 95333 80914 9145 5274 51653 43840 4955 2858 1500 1218 183 99 18640 15135 2275 1230 470512 451889 17044 1579 1150 882 78 190 29131 18844 8745 1542 62459 62459 98753 85148 9298 4307 7836 6059 1671 106 15798 12651 1664 1483 15816 12268 2342 1206 PROGRAM SERVICES 101988 101988 MISCELLANEOUS EXPENSE 39082 36063 2521 498 RELOCATION COST 19705 19705 LICENSES AND FEES 14842 13424 1069 349 3635 2900 380 355 1698044 1482032 156385 59627 49871 20956 6206 990 218900 213474 21214 18721 144738 52085 52747 92653 14800 14800 363738 361594 196594 129532 3500 0 200094 129532 X 163644 210377 0 21685 163644 232062 363738 361594 68418 0 X X 0 1 X 1 0 X 1616323 1486311 1580599 778941 805586 6267760 1616323 1486311 1580599 778941 805586 6267760 6267760 1677 1676 3353 2000 3365 5700 5126 16191 6287304 4226085 0.99690 0.99730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6989 1398 5591 34064 18513 15551 103685 32174 71511 92653 X 1822445 55983 55983 1766462 0 1766462 1754027 55983 55983 1698044 0 1698044 PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT ENTITY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND COMPARABLE STATE LAW, AND CONTRIBUTIONS TO IT ARE TAX DEDUCTIBLE WITHIN THE LIMITS PRESCRIBED BY THE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. MANAGEMENT ANALYZES TAX POSITIONS IN JURISDICTIONS WHERE IT IS REQUIRED TO FILE INCOME TAX RETURNS. BASED ON ITS EVALUATION, MANAGEMENT DID NOT IDENTIIFY ANY TAX POSITIONS FOR WHICH IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL SIGNIFICANTLY INCREASE OR DECREASE. INTEREST AND PENALTIES ATTRIBUTABLE TO INCOME TAXES, IF ANY, ARE INCLUDED IN OPERATING EXPENSES. NO SUCH INTEREST OR PENALTIES WERE RECORDED FOR THE YEAR ENDED SEPTEMBER 30, 2016. THE ORGANIZATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2013. FORM 990, PART VI, SECTION B, LINE 11 DRAFT COPIES OF THE FORM 990 AND SUPPORTING SCHEDULES ARE SUBMITTED TO THE FINANCE AND AUDIT COMMITTEE MEMBERS FOR REVIEW AND COMMENTS. UPON COMPLETION OF THE REVIEW BY THE FINANCE AND AUDIT 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 STAFF, CONTRACTUAL EMPLOYEES, OFFICERS AND BOARD MEMBERS ARE REQUIRED TO SIGN UPON STARTING SERVICE OR UPON CONTRACTING WITH NONPROFITS FIRST, INC. THE BOARD OF DIRECTORS RESIGNS THE CONFLICT OF INTEREST POLICY EACH YEAR. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS APPROVED BY THE BOARD BASED ON CURRENT MARKET DATA AFTER IN-DEPTH REVIEWS AND ANALYSIS BY THE BOARD COMPENSATION COMMITTEE. THE OFFICER OR KEY EMPLOYEE DOES NOT PARTICIPATE IN THE DECISION. COMPARABILITY DATA IS REVIEWED AND ANALYZED AND THE DECISION IS CONTEMPORANEOUSLY DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST AT THE OFFICE LOCATED AT 1818 S. AUSTRALIAN AVE, STE 450, WEST PALM BEACH, FLORIDA 33409. FORM 990, PART IX, LINE 11G CONSULTING & CONTRACT LABOR: PROGRAM SERVICE EXPENSES 451,889. MANAGEMENT AND GENERAL EXPENSES 17,044. FUNDRAISING EXPENSES 1,579. TOTAL EXPENSES 470,512. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S OVERSIGHT POLICY HAS NOT CHANGED.