2016-02-04T13:53:39-06:00 2015-06-30 BATCHELOR TILLERY & ROBERTS LLP 3605 GLENWOOD AVENUE SUITE 350 RALEIGH NC 27612 990 2014-07-01 561729407 NORTH CAROLINA CENTER FOR NONPROFIT ORGANIZATIONS INC % PATRICIA LESTER NORT 9197901555 1110 NAVAHO DRIVE SUITE 200 RALEIGH NC 276097322 PATRICIA LESTER ACTING PRESIDENT 9197901555 2016-01-27 true Michelle W Lemanski P00858709 9197878212 2014 2016-04-25 22:37:26Z PATRICIA LESTER 1110 NAVAHO DRIVE SUITE 200 RALEIGH NC 276097322 1252765 false X www.ncnonprofits.org X 1990 NC To enrich North Carolina's communities and economy through a strong economy through a strong nonprofit sector and nonprofit voice. 13 12 21 302 40311 10387 1074803 1007548 170826 215398 6329 7176 29911 22643 1281869 1252765 0 0 0 0 1129231 1287885 0 0 230044 469216 412693 1598447 1700578 -316578 -447813 1795433 1375651 356742 384772 1438691 990879 X THE MISSION OF THE NORTH CAROLINA CENTER FOR NONPROFITS IS TO ENRICH NORTH CAROLINA'S COMMUNITIES AND ECONOMY THROUGH A STRONG NONPROFIT SECTOR AND NONPROFIT VOICE. THE N.C. CENTER SERVES AS AN INFORMATION CENTER ON EFFECTIVE ORGANIZATIONAL PRACTICES, A PROFESSIONAL LEARNING NETWORK FOR BOARD AND STAFF MEMBERS OF 501(C)(3) NONPROFITS, AND AN ADVOCATE FOR THE NONPROFIT SECTOR AS A WHOLE. FOUNDED IN 1990, IT IS ONE OF THE LARGEST STATEWIDE ASSOCIATIONS OF NONPROFITS ACROSS THE COUNTRY. false false 387587 148691 SEMINARS and WORKSHOPS: The N.C. Center trained 4,341 community leaders this year through 108 workshops and webinars across the state about good practices in nonprofit governance, leadership, and management. This training provided opportunities for nonprofit board and staff members to exchange solutions to community problems, share the lessons they have learned, and offer support to each other in their challenging work. Sample topics include how nonprofits can create strategic alliances, utilize best practices for their boards of directors, engage individual donors, plan for the long-term financial sustainability, successfully manage executive transitions, develop current and future leaders for nonprofits, advocate for their causes, and comply with federal and state regulations for nonprofits. In some specific examples of training activities, we: A) Collaborated with the N.C. Association of CPAs to offer the 2015 Not-for-Profit Accounting Conference with 435 people in attendance. B) Educated 840 community leaders about emerging issues and best practices at our 2014 Statewide Conference, Nonprofits Front and Center. This two-day event featured a keynote presentation by Ted Talk speaker Dan Pallotta, sixteen workshops on cutting-edge nonprofit, a world cafe on the future of sector, and deep-dive intensives on adaptive leadership, financial sustainability, and laws that govern nonprofits. Peer-sharing time and networking opportunities rounded out the agenda. C) Provided training and information on advocacy and working with legislators to 597 nonprofit staff, board, and volunteers through our 2015 Nonprofit Town Hall series. Our Town Halls helped nonprofits better understand how new legislation could affect their daily work, educated legislators on the ways that various proposals could affect their constituents and districts, and connected local nonprofits with their legislators. D) Trained more than 125 nonprofits on how to be successful in educating the public and policy makers about the issues in their communities at our 2015 Public Policy Forum. They heard from legislative leaders, learned about current key public policy issues that affect all 501(c)(3) nonprofits, and received hands-on training from seasoned advocates. The Center also organized NC Nonprofits Day, which helped more than 165 nonprofits advocate on behalf of their organizations and causes with legislators at the N.C. General Assembly. 405383 13921 Outreach, Education of the Public, and Collaboration: The N.C. Center educated the public on the value of nonprofits to the people of North Carolina in a number of ways. For example, we: A) Distributed "Quick Facts: The Impact of North Carolina's Nonprofits." B) Published "Essential: Our State's Nonprofit Sector is a Vital Economic Engine," a comprehensive economic impact report on North Carolina's nonprofit sector. C) Helped top community leaders publish their op-ed articles and letters to the editor in order to help spread the word about the role of nonprofits in their geographic areas. D) Conducted interviews with the news media. E) Engaged 8,338 people in our mission through social media. F) Made educational presentations to dozens of groups of community and business leaders, lawmakers, and media representatives. G) Welcomed 283,687 unique visitors and more than 1,593,660 page views to our website. H) Continued to expand our website (www.ncnonprofits.org), which offers extensive resources on effective nonprofit practices, training opportunities, and nonprofit careers. I) Collaborated with hundreds of nonprofit, business, and government entities to achieve this educational goal. In November, the N.C. Center and nonprofits celebrated our state's 7th annual Nonprofit Awareness Month. We encouraged nonprofits across North Carolina to educate the public about how nonprofits make their local communities better places to live and work. We distributed a toolkit and a daily activities calendar to community leaders and the media. We promoted #GivingTuesday, a global initiative to encourage and promote giving and to provide an alternative to the consumer-oriented Black Friday. Local nonprofits built awareness by using social media, sharing with news media their stories about how they are making a difference in people's lives, eliciting and publicizing proclamations of Nonprofit Awareness Month by local elected officials, and holding tours of local nonprofit organizations so the public can see their work in action. We advocated for a positive policy environment to support nonprofits' work. We worked closely with the N.C. Center's grassroots network of 4,212 nonprofit board and staff leaders in all 100 counties that have asked to participate in this advocacy network. To multiply our impact, we collaborated with hundreds of statewide, local, and national organizations that serve nonprofits. Some examples of specific results include: A) Kept the nonprofit sector united on contentious state tax policy issues. Through our work with our grassroots network and the Alliance for NC Nonprofits, our direct advocacy with legislators, and our media outreach, we suceeded in protecting nonprofit sales tax refunds and preserving NC's charitable deduction on state income taxes. B) Successfully advocated on state legislation and rules to help nonprofits save time and money. Examples include reducing unnecessary and redundant reporting requirements on state grants and contracts and eliminating a requirement that nonprofits must purchase unneeded workers' compensation insurance policies for their unpaid board officers. C) Tracked dozens of bills in the N.C. General Assembly that could affect nonprofits in a wide variety of ways. D) Kept nonprofit staff and board members across the state informed through weekly email updates, regular conference calls, and regional workshops. E) Helped nonprofits engage in nonpartisan voter registration, voter education, and get-out-the-vote activities through our partnership with Nonprofit VOTE. F) Connected nonprofits with elected officials in their communities at a series of eight nonprofit town halls held around the state. G) Organized the statewide Nonprofit Public Policy Forum and NC Nonprofits Day at the N.C. General Assembly, bringing more than 100 nonprofit board and staff members to Raleigh from across the state to talk with their legislators and learn to advocate effectively for their causes. 283242 423507 Member Services to Nonprofits: The N.C. Center for Nonprofits offered an array of services to increase nonprofits' knowledge and their capacity to make a positive difference for their communities and causes. For example, we helped nonprofits exchange solutions and work together for a better North Carolina by supporting a self-help network of 7,354 board and staff leaders and other volunteers in 1,550 nonprofits of all sizes and types that serve all 100 counties. In our most recent statewide survey, 74% of member nonprofits reported actual improvements they have made in their organizations through information or assistance provided by the N.C. Center. In addition, 40% have saved time, 38% have saved money, and 35% of board and staff members have grown personally or professionally. Members rated all of the Center's services with an average of 4.0 or higher on a 5-point scale (where 5 is excellent, 4 is good, 3 average, 2 fair, and 1 poor). In addition, 97% would recommend the Center to other nonprofits. Probably the best measure of the value of the Center's services to North Carolina's nonprofits is whether they renew their memberships in the Center. We achieved a 97.4% membership renewal rate this year, exceeding the 85% benchmark set by the Board of Directors as part of the Center's strategic plan and the national average retention rate of 80%. 180232 50186 EDUCATIONAL SVCS AND TECH. ASST. 32179 RESEARCH 32530 22643 RESOURCE CONSERVATION 244941 72829 1321153 true true false true false false false false false true true false false false false true true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 0 0 true 21 true true true false false false false true true false false false false X 13 12 false false false false true true false true true false false true true true true true true true true false X X X PATRICIA LESTER 9197901555 1110 NAVAHO DRIVE SUITE 200 RALEIGH NC 276097322 SCOTT WIERMAN VICE CHAIR OF THE BOARD 0.0 0.0 X 0 0 0 WALTER DAVENPORT BOARD TREASURER 0.0 0.0 X 0 0 0 EMILY ZIMMERN CHAIR OF THE BOARD 0.0 0.0 X 0 0 0 MICHAEL MURCHISON BOARD MEMBER 0.0 0.0 X 0 0 0 JANE KENDALL PRESIDENT/BOARD SECRETARY 40.0 0.0 X X 181705 0 20534 BRANDON NEAL BOARD MEMBER 0.0 0.0 X 0 0 0 SUSAN SHORE SCHWARTZ BOARD MEMBER 0.0 0.0 X 0 0 0 RICHARD STEVENS BOARD MEMBER 0.0 0.0 X 0 0 0 JENNIE EBLEN BOARD MEMBER 0.0 0.0 X 0 0 0 LANCE EDWARDS BOARD MEMBER 0.0 0.0 X 0 0 0 BARBARA JESSIE-BLACK BOARD MEMBER 0.0 0.0 X 0 0 0 VIOLETA MOSER BOARD MEMBER 0.0 0.0 X 0 0 0 NANCY YOUNG BOARD MEMBER 0.0 0.0 X 0 0 0 TRACY CAREYETTE CFO/ASSISTANT TREASURER 40.0 0.0 X 72955 0 6329 PAULA JONES TECHNOLOGY DIR/ASST SECRETARY 40.0 0.0 X 65437 0 10346 PATRICIA LESTER VP/ASSISTANT SECRETARY 40.0 0.0 X 151593 0 17770 TIM TOMPKINS CHIEF SUSTAINABILITY OFFICER 40.0 0.0 X 120719 0 3566 592409 0 58545 3 false true false 0 420907 586641 14497 1007548 PROGRAM SERVICE FEES 168677 168677 MAILING LISTS 511140 3036 3036 SERVICE PACKAGES 611710 6410 6410 ADVERTISING 541800 11775 11775 CONFERENCE EXHIBITIONS 561000 25500 25500 215398 7176 7176 0 22643 0 0 0 0 0 0 0 0 1252765 175087 40311 7176 0 0 0 0 487539 396158 54316 37065 0 591876 417718 30061 144097 69319 60017 2502 6800 61557 45701 9964 5892 77594 54548 10319 12727 0 0 23158 18796 1851 2511 3000 3000 0 0 16255 13129 2324 802 0 47084 33565 10189 3330 7003 4992 1516 495 0 75169 61664 7448 6057 26885 22560 1725 2600 0 106059 102613 1911 1535 0 0 19596 15481 1568 2547 23822 15663 6976 1183 NONPROFIT RESOURCES, DUES 17351 13156 1940 2255 PRINTING & PRODUCTION 19798 18547 1251 0 MAILING 24334 20789 3496 49 STAFF & BOARD DEVELOPMENT 3179 3056 24 99 1700578 1321153 149381 230044 110 110 1213831 930652 539546 413511 1974 1238 0 0 0 0 0 0 0 0 5087 6893 442602 425040 29244 17562 0 0 0 0 0 0 0 0 5641 5685 1795433 1375651 70919 73597 0 0 285823 311175 0 0 0 0 0 0 0 0 0 0 0 0 356742 384772 X 339056 70221 868185 689208 231450 231450 1438691 990879 1795433 1375651 -447813 1 X false true X true false X 941772 1102075 1464840 1075603 1007548 5591838 0 0 941772 1102075 1464840 1075603 1007548 5591838 0 5591838 26354 35529 27597 36240 29819 155539 4270 -2266 1550 750 10386 14690 0 5762067 621672 0.97046 0.97527 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4470 62116 66586 1633992 1700578 235029 58757 false 225651 230441 229962 235029 921083 1381625 52614 54665 55199 66586 229064 56413 57610 57491 58757 230271 345407 4405 3904 4566 4470 17345 231450 231450 231450 231450 232050 600 231450 233550 1500 232050 234430 4490 5370 233550 8313 8313 115216 110783 4433 319073 305944 13129 17562 0 0 X 1265897 13132 13132 1252765 1252765 1713709 13131 13131 1700578 1700578 FIN 48 FOOTNOTE-PART X, LINE 2 INCOME TAXES-THE CENTER IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(c)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE STATUTES. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE CENTER'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. MANAGEMENT OF THE CENTER DOES NOT BELIEVE THE FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. TAX YEARS ENDED JUNE 30, 2012 THROUGH JUNE 30, 2015 REMAIN OPEN FOR EXAMINATION BY TAXING AUTHORITIES AS OF THE DATE OF THIS REPORT. USE OF ENDOWMENT FUNDS-PART V, LINE 4 THE INCOME EARNED ON PERMANENTLY RESTRICTED ASSETS CAN BE USED FOR GENERAL OPERATIONS. SEVERAL FACTORS ARE CONSIDERED WHEN DETERMINING WHETHER TO SPEND OR ACCUMULATE DONOR-RESTRICTED ENDOWMENT FUNDS: 1. THE DURATION AND PRESERVATION OF THE FUND 2. THE PURPOSES OF THE ORGANIZATION AND THE DONOR-RESTRICTED ENDOWMENT FUND 3. GENERAL ECONOMIC CONDITIONS 4. THE POSSIBLE EFFECT OF INFLATION AND DEFLATION 5. THE EXPECTED TOTAL RETURN FROM INCOME AND THE APPRECIATION OF INVESTMENTS 6. OTHER RESOURCES OF THE ORGANIZATION 7. THE INVESTMENT POLICIES OF THE ORGANIZATION X X X false false false false false false false false false JANE KENDALL PRESIDENT/BOARD SECRETARY 181705 0 0 0 0 0 14536 0 5998 0 202239 0 0 0 PATRICIA LESTER VP/ASSISTANT SECRETARY 151593 0 0 0 0 0 12127 0 5643 0 169363 0 0 0 OTHER PROGRAM SERVICES - FORM 990, PART III, LINE 4D DESCRIPTION: EDUCATIONAL SERVICES AND TECHNICAL ASSISTANCE Expenses: $180,232 including grants of $0 Revenue: $50,186 The N.C. Center provided educational materials, training, and technical assistance to board and staff leaders in nonprofits throughout the state. We educated nonprofits about effective organizational practices in nonprofit management, governance, and leadership. Examples of topics include communications, financial management, legal compliance, accountability, fundraising, evaluation, advocacy, technology, succession planning and executive transitions, and collaboration. We provided customized technical assistance in response to 4,286 individual requests to our Member Assistance. In addition to the 1,214 carefully-selected resources already offered on our website, we added 77 more resources on good practices. On all 365 days of this year, nonprofits tapped this treasure trove by downloading sample organizational policies and substantive articles on specific challenges that they were facing - with an average of 157 downloads of substantive resources per day. The Center produced cutting-edge resources, such as the quarterly Common Ground and the bi-weekly "Connect & Learn" electronic newsletters. We disseminated the Center's signature booklet, Principles & Practices for Nonprofit Excellence: A Self-Help Tool for Organizational Effectiveness. This booklet lists specific benchmarks to help nonprofits identify areas for improvements as they strive for excellence. The Center publishes these resources to help ensure the integrity of the nonprofit sector and to promote stewardship by individual nonprofits and by the nonprofit sector as a whole. The Center arranged 197 pro bono consultations in specialty areas that are critical to nonprofits' success. Without this program, many nonprofits would not have access to specialized experts. We have developed a volunteer network of 156 experienced attorneys, Certified Public Accountants, and professionals in human resources, marketing and coaching. We offered these programs through partnerships we have established with the N.C. Bar Association, N.C. Association of CPAs, Raleigh-Wake Human Resources Management Association, American Marketing Association, and the International Coach Federation. We also offered free on-site consultations with experts at the 2014 Conference for North Carolina's Nonprofit Sector. Description: Research Expenses: $32,179 including grants of $0 Revenue: $0 The N.C. Center collaborated with state government to solve problems that nonprofits were experiencing when they provide public services through government grants and contracts. We raised longstanding, systemic problems based on North Carolina information researched by the N.C. Center, the national Nonprofit Finance Fund and The Urban Institute. Issues included unnecessary and duplicative application and reporting requirements that added unnecessarily to nonprofits' administrative burden, government not paying nonprofits the full cost of providing services, and government changing its expectations in the middle of the contract period. The Center also published "Essential: Our State's Nonprofit Sector is a Vital Economic Engine", a comprehensive economic impact report on North Carolina's nonprofit sector. The report examines the economic impact of nonprofits in North Carolina and the challenges facing the sector. It was developed using research from the N.C. Center, the N.C. Department of Commerce, the Nonprofit Finance Fund, and the National Center for Charitable Statistics at the Urban Institute. Description: Nonprofit Sector Resource Conservation Expenses: $32,530 including grants of $0 Revenue: $22,643 The N.C. Center offered 31 programs to help nonprofits conserve resources so they can maximize the value of their programs to their communities. Examples include options for reducing the costs of unemployment insurance and retirement programs, as well as discounts on other operating expenses such as conference calls, information technology services, auto insurance, fundraising software, online gift acceptance, top journals, a guide to the N.C. legislature, and online surveys. We also disseminated tips on saving time and money. To recognize the responsible use of resources by nonprofits organizations, we selected three nonprofits to receive the 2014 North Carolina Nonprofit Sector Stewardship Award, which recognizes exemplary stewardship of the public's trust and of the community's resources invested in them. PROCESS TO REVIEW FORM 990 - FORM 990, PART VI, SECTION B, 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 990 is sent to the IRS. CONFLICT OF INTEREST POLICY - FORM 990, PART VI, SECTION B, LINE 12C All members of the Board of Directors and staff review and sign annually the organization's Conflict of Interest Policy. The Board and key employees monitor compliance with the policy at all times. The policy includes the enforcement process. COMPENSATION POLICY - FORM 990, PART VI, SECTION B, 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 full Board of Directors determines the salary of the President. The Board delegates the setting of salaries for all other staff, including staff who serve as officers, to the President within the limitations of the total organizational budget. DISCLOSURE TO PUBLIC - FORM 990, PART VI, SECTION C, LINE 19 The governing documents, Form 990 and conflict of interest policy are available to the public upon request. The financial statements in Form 990 are also available on guidestar.org and available in summary form in the organization's annual report on its own website.