2014-11-14T13:40:28-06:00 2014-06-30 BATCHELOR TILLERY & ROBERTS LLP 3605 GLENWOOD AVENUE SUITE 350 RALEIGH NC 27612 990 2013-07-01 561729407 NORTH CAROLINA CENTER FOR NONPROFIT ORGANIZATIONS INC % JANE KENDALL NORT 9197901555 1110 NAVAHO DRIVE Suite 200 RALEIGH NC 276097322 JANE KENDALL PRESIDENT 9197901555 2014-11-14 true Michelle W Lemanski P00858709 9197901555 2013 2015-11-30 17:44:51Z JANE KENDALL 1110 NAVAHO DRIVE SUITE 200 RALEIGH NC 276097322 1281869 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. 15 14 18 279 32771 750 1464840 1074803 168389 170826 8409 6329 19188 29911 1660826 1281869 0 0 0 0 1102848 1129231 0 0 179329 505975 469216 1608823 1598447 52003 -316578 2074554 1795433 319285 356742 1755269 1438691 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 382390 120863 SEMINARS and WORKSHOPS: The N.C. Center trained 4,310 community leaders this year through 121 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 engage individual donors, evaluate their programs, use scenario planning for sound financial management, plan ahead for executive succession, develop current and future leaders for nonprofits, advocate for their causes, use planned giving as a long-term funding strategy, create a marketing strategy that focuses on engagement, 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 2014 Not-for-Profit Accounting Conference with 442 people in attendance. B) Educated 630 community leaders about emerging issues and best practices at our 2013 Annual Conference in Concord, NC near Charlotte. Keynote speaker Valaida Fullwood shared inspiring stories from unsung donors who are expanding the soul of philanthropy. In addition to workshops on dozens of topics, this learning opportunity included in-depth workshops on federal and state laws that affect nonprofits, executive succession planning, and planned giving. C) Taught more than 100 nonprofits how to be successful in educating the public and policy makers about the issues in their communities. In our 2014 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.seasoned advocates. 353556 11546 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) 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 areas. C) Conducted interviews with the news media. D) Engaged 6,974 people in our mission through social media. E) Made educational presentations to dozens of groups of community and business leaders, lawmakers, and media representatives. F) Welcomed 186,570 unique visitors and more than 1,288,632 page views to our website. G) Continued to expand our website (www.ncnonprofits.org), which offers extensive resources on effective nonprofit practices, training opportunities, and nonprofit careers. H) 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 6th annual Nonprofit Awareness Month. We encouraged nonprofits across North Carolina to educate the public about how nonprofits make their local community a better place to live and work. We distributed a toolkit and a daily activities calendar to community leaders and the media. 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 5,122 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) Successfully advocated to ensure that legislation does not add new red tape for nonprofits in their processes, such as collecting and remitting sales tax on nonprofits' live events and in setting new requirements for nonprofit grantees. B) Tracked dozens of bills in the N.C. General Assembly that could affect nonprofits in a wide variety of ways. C) Kept nonprofit staff and board members across the state informed through weekly email updates, regular conference calls, and regional workshops. D) 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 succeeded in protecting nonprofit sales tax refunds and preserving NC's charitable deduction on state income taxes. E) Connected nonprofits with elected officials in their communities at a series of eight nonprofit town halls held around the state. F) Organized the 6th annual 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. 293438 410701 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 6,190 board and staff leaders and other volunteers in 1,504 nonprofits of all sizes and types that serve all 100 counties. In a 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 65% of board and staff members have grown personally or professionally. For the second year in a row, they 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. 188668 38415 EDUCATIONAL SVCS AND TECH. ASST. 33080 RESEARCH 35013 29211 RESOURCE CONSERVATION 256761 67626 1286145 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 18 true true true false false false false true true false false false false X 15 14 false false false false true true false true true false false true true true true true true true true false X X X JANE KENDALL 9197901555 1110 NAVAHO DRIVE SUITE 200 RALEIGH NC 276097322 BEN MONEY BOARD MEMBER X ALLAN BURROWS BOARD MEMBER X MELISSA LE ROY BOARD MEMBER X SCOTT WIERMAN VICE CHAIR OF THE BOARD X WALTER DAVENPORT BOARD TREASURER X JONI DAVIS BOARD MEMBER X LOLETA WOOD FOSTER BOARD MEMBER X ALTHEA GONZALEZ BOARD MEMBER X EMILY ZIMMERN CHAIR OF THE BOARD X MICHAEL MURCHISON BOARD MEMBER X JANE KENDALL PRESIDENT/BOARD SECRETARY 40.0 X X 181585 0 21152 BRANDON NEAL BOARD MEMEBER X SUSAN SHORE SCHWARTZ BOARD MEMEBER X RICHARD STEVENS BOARD MEMBER X NANCY YOUNG BOARD MEMBER X PATRICIA LESTER VP/ASSISTANT SECRETARY 40.0 X 130528 0 16452 TRACY CAREYETTE CFO/ASSISTANT TREASURER 40.0 X 69252 0 6021 PAULA JONES TECHNOLOGY DIR/ASST SECRETARY 40.0 X 64359 0 10093 445724 0 53718 2 false true false 0 410701 664102 6700 1074803 PROGRAM SERVICE FEES 138055 138055 MAILING LISTS 511140 771 771 SERVICE PACKAGES 611710 3600 3600 ADVERTISING 541800 8150 8150 CONFERENCE EXHIBITIONS 561000 20250 20250 170826 6329 6329 0 29911 0 0 0 0 0 0 0 0 1281869 138055 32771 6329 0 0 0 0 445724 334173 59728 51823 0 485239 399743 6273 79223 66399 61412 1789 3198 65346 49809 7420 8117 66523 50699 7730 8094 0 0 20077 16649 1208 2220 13000 13000 0 0 15015 10177 3550 1288 0 49417 36136 10343 2938 4958 3625 1038 295 0 74977 62068 7700 5209 19990 15364 1645 2981 0 88845 85296 1709 1840 0 0 91634 74466 8267 8901 21073 12222 7770 1081 NONPROFIT RESOURCES, DUES 20258 16201 2272 1785 PRINTING & PRODUCTION 26591 24328 2188 75 MAILING 20019 18236 1619 164 STAFF & BOARD DEVELOPMENT 3362 2541 724 97 1598447 1286145 132973 179329 110 110 1278054 1213831 671189 539546 2980 1974 0 0 0 0 0 0 0 0 6283 5087 447596 418352 111641 29244 0 0 0 0 0 0 0 0 4297 5641 2074554 1795433 69563 70919 0 0 249722 285823 0 0 0 0 0 0 0 0 0 0 0 0 319285 356742 X 630366 339056 893453 868185 231450 231450 1755269 1438691 2074554 1795433 -316578 X false true X true false X 1705313 941772 1102075 1464840 1075603 6289603 0 0 1705313 941772 1102075 1464840 1075603 6289603 0 6289603 25411 26354 35529 27597 36240 151131 4070 4270 -2266 1550 750 8374 0 6449108 612389 0.97527 0.97420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4566 50633 55199 1544048 1599247 229962 57491 false 222821 225651 230441 229962 908875 1363313 53332 52614 54665 55199 215810 55705 56413 57610 57491 227219 340829 4246 4405 3904 4566 17121 231450 231450 232050 600 231450 233550 1500 232050 234430 4490 5370 233550 233550 880 234430 8313 8313 109809 102166 7643 329474 307873 21601 29244 0 0 X 1294893 13024 13024 1281869 1281869 1611471 13024 13024 1598447 1598447 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, 2011 THROUGH JUNE 30, 2014 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 181585 0 0 0 0 0 14527 0 6625 0 202737 0 0 0 OTHER PROGRAM SERVICES - FORM 990, PART III, LINE 4D DESCRIPTION: EDUCATIONAL SERVICES AND TECHNICAL ASSISTANCE Expenses: $188,668 including grants of $0 Revenue: $38,415 The N.C. Center provided educational materials, training, and technical assistance to board and staff leaders in nonprofit 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, and collaboration. We provided customized technical assistance in response to 5,351 individual requests to our Board and Staff Helpline. In addition to the 1,149 carefully-selected resources already offered on our website, we added 65 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 153 downloads of substantive resources per day. The Center produced cutting-edge resources, such as the quarterly Common Ground publication and the bi-weekly "Connect & Learn" electronic newsletter. 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 200 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 154 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 2013 Conference for North Carolina's Nonprofit Sector. Description: Research Expenses: $33,080 including grants of $0 Revenue: $0 The N.C. Center collaborated with state government to solve problems that state-funded nonprofits were experiencing in the process of contracting to provide state-funded service. We raised longstanding, systemic problems based on North Carolina information researched by the national Nonprofit Finance Fund and The Urban Institute. Issues included excessive red tape 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. Description: Nonprofit Sector Resource Conservation Expenses: $35,013 including grants of $0 Revenue: $29,211 The N.C. Center offered 25 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 and liability 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 2013 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.