2013-01-03T11:13:13-06:00 2012-06-30 BATCHELOR TILLERY & ROBERTS LLP 3605 GLENWOOD AVENUE SUITE 350 RALEIGH NC 27612 990 2011-07-01 561729407 NORTH CAROLINA CENTER FOR NONPROFIT ORGANIZATIONS INC % JANE KENDALL NORT 9197901555 1110 NAVAHO DRIVE RALEIGH NC 276097322 JANE KENDALL 2013-01-02 true ANN H TILLERY 9197878212 2011 2016-02-25 16:41:14Z JANE KENDALL 1110 NAVAHO DRIVE SUITE 200 RALEIGH NC 276097322 1322283 false X www.ncnonprofits.org X 1990 NC To enrich North Carolina's communities and economy through a strong nonprofit sector and nonprofit voice. 14 13 20 263 40369 -2266 952708 1102075 225025 184679 15418 16762 10936 18767 1204087 1322283 0 0 0 0 1074713 1025598 0 0 147835 398496 487416 1473209 1513014 -269122 -190731 2208631 1997598 314634 294332 1893997 1703266 X TO ENRICH NORTH CAROLINA'S COMMUNITIES AND ECONOMY THROUGH A STRONG NONPROFIT SECTOR AND NONPROFIT VOICE. THE CENTER SERVES AS AN INFORMATION CENTER ON EFFECTIVE NONPROFIT ORGANIZATIONAL PRACTICES, A STATEWIDE LEARNING NETWORK FOR BOARD AND STAFF OF 501(C)(3) NONPROFITS, AND AN ADVOCATE FOR THE SECTOR AS A WHOLE. false false 407736 156971 SEMINARS and WORKSHOPS: The N.C. Center trained 5,259 community leaders through 199 workshops and webinars across North Carolina this year. These also provided opportunities for nonprofit board and staff members to exchange solutions, share the lessons they have learned, and offer support to each other in their challenging work. Sample topics included: growing the next generation of leaders, succession planning, reducing audit costs, technology on a tight budget, turning a great idea into a successful grant proposal, advocating effectively for your cause, nonprofits' role in voter engagement, Form 990 fundamentals, and salaries and benefits in North Carolina nonprofits. Examples of this training and convening by N.C. Center include: A) Educated 713 community leaders about emerging issues and best practices at its 2011 Annual Conference. Keynote speaker, The Honorable James Joseph, shared his perspective on the role that nonprofits can play in improving America's future. B) Helped 154 nonprofits to ensure that their programs have measurable results. C) Presented "Next Steps," a two-day workshop for CEOs on succession planning. D) Collaborated with the N.C. Association of CPAs to offer 2012 Not-for-Profit Accounting Conference with 393 people in attendance. 305674 9301 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. To support this effort and all of our educational programs, we launched a new, robust website at www.ncnonprofits.org. This website is now fully integrated with a state-of-the-art database. It offers extensive resources on effective nonprofit practices, training opportunities, and nonprofit careers. This year, we welcomed 112,692 unique visitors and more than 400,000 page views on our site. We also held 98 media interviews with the news media and engaged 3,866 people in our mission through social media. The N.C. Center celebrated November 2011 as our state's Nonprofit Awareness Month by encouraging nonprofits to get involved. We distributed a toolkit to help educate the public in communities across North Carolina. Local nonprofits built awareness through using social media, sharing stories about their important work, and even holding a virtual shutdown of nonprofits in one city. The shutdown helped residents see how their daily lives depend on nonprofits that they sometimes take for granted. In advocating for a positive policy environment for North Carolina's nonprofits, we grew our grassroots network of nonprofit board and staff members to 7,593 community leaders in all 100 counties. Some examples of specific results include: Distributed a survey of all 13 Democratic, Republican, and Libertarian candidates for Governor on key policy issues that affect all nonprofits and posted the results on our website. Succeeded in reducing the percentage of state-funded nonprofits that have run into overly-complex reporting requirements from 77% in 2009 to 35% in 2011. Helped to protect the federal charitable deduction by getting 380 nonprofits across North Carolina to sign a national letter and share their stories. Prevented salary caps and arbitrary limits on administrative expenses that were proposed by the N.C. House of Representatives-requirements that could have put some nonprofits out of business. Held the 3rd annual NC Nonprofits Day, bringing more than 100 board and staff members to Raleigh to talk with their legislators and learn to advocate for their causes. We also multiplied the N.C. Center's impact by collaborating with hundreds of statewide, local, and national organizations that serve nonprofits. 272728 418216 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 7,593 board and staff leaders and other volunteers in 1,650 nonprofits of all sizes and types in all 100 counties. This is an all-time high in our statewide connection of diverse nonprofits. Nonprofits reported on the actual difference that the N.C. Center is making in their organizations: 70% report that they have strengthened their organizations with the Center's help, 68% have saved money or time, and 73% of board and staff members have grown personally or professionally. Member nonprofits rated all of the Center's information and resources with an average of 4.0 or higher on a 5-point scale (where 5 is 'excellent' and 4 is 'good'), and 96.4% 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 94% member retention rate this year, exceeding the 85% benchmark set by the Board of Directors as part of the Center's strategic plan. To connect nonprofits in their own communities, the Center convened local "Conversations with Members" in Boone, Greenville, Morganton, Raleigh, Wilmington, and Winston-Salem. 191123 31543 EDUCATIONAL SVCS AND TECH. ASST. 28613 RESEARCH 30141 18767 RESOURCE CONSERVATION 249877 50310 1236015 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 true false false false false false false false false false true 1 0 true 20 true true true false false false false true true false false false false X 14 13 false false false false true true false true true false false true true true true true true true true false X X JANE KENDALL 9197901555 1110 NAVAHO DRIVE SUITE 200 RALEIGH NC 276097322 JUAN AUSTIN 1.0 X ALLAN BURROWS 1.0 X MELISSA LE ROY 1.0 X MARGARET S NEWMAN 1.0 X JANE PREYER 1.0 X WALKER SANDERS 1.0 X KELLY WILLIAMSON 1.0 X WALTER DAVENPORT 1.0 X JONI DAVIS 1.0 X LOLETA WOOD FOSTER 1.0 X ALTHEA GONZALEZ 1.0 X EMILY ZIMMERN 1.0 X MICHAEL MURCHISON 1.0 X JANE KENDALL 40.0 X X X X 162979 0 24306 PATRICIA LESTER 40.0 X 108839 0 19043 TRACY CAREYETTE 40.0 X 56920 0 9928 PAULA JONES 40.0 X 52993 0 15350 381731 0 68627 2 false true false 0 420215 681860 110784 1102075 PROGRAM SERVICE FEES 144310 144310 MAILING LISTS 511140 779 779 SERVICE PACKAGES 611710 4565 4565 ADVERTISING 541800 10175 10175 CONFERENCE EXHIBITIONS 561000 24850 24850 184679 16762 16762 0 18767 0 0 0 0 0 1322283 144310 40369 16762 0 0 0 0 371193 280414 38322 52457 0 464623 375912 32790 55921 63943 50668 7674 5601 62798 45667 9118 8013 63041 44695 11502 6844 0 0 22193 18785 2541 867 12000 12000 0 0 25431 23621 1740 70 0 47528 40385 4790 2353 3254 2765 328 161 0 73063 65047 4703 3313 20024 15406 1437 3181 0 81624 78575 1410 1639 0 0 79770 72592 3191 3987 24852 18437 4734 1681 NONPROFIT RESOURCES, DUES 14738 13837 406 495 PRINTING & PRODUCTION 33163 32834 254 75 MAILING 26910 24283 2175 452 STAFF & BOARD DEVELOPMENT 4286 3012 549 725 18580 17080 1500 1513014 1236015 129164 147835 100 210 1538223 1475221 552488 346300 18120 2554 0 0 0 0 0 0 0 0 5301 6547 417425 254459 90599 162966 0 0 0 0 0 0 0 0 3800 3800 2208631 1997598 63061 61169 0 0 251573 233163 0 0 0 0 0 0 0 0 0 0 0 0 314634 294332 X 707797 798298 952650 672918 233550 232050 1893997 1703266 2208631 1997598 -190731 X false true true X false X 1825444 1124118 1705313 941772 1102075 6698722 1825444 1124118 1705313 941772 1102075 6698722 6698722 44494 41237 25411 26354 35529 173025 7710 4137 4070 4270 20187 6891934 823915 0.97196 0.96916 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4405 48209 52614 1460400 1513014 225651 56413 false 234183 225699 222821 225651 908354 1362531 29667 44708 53332 52614 180321 58546 56425 55705 56413 227089 340634 434 1164 4246 4405 10249 233550 1500 232050 234430 4490 5370 233550 233550 880 234430 232550 1000 233550 8313 8313 100659 90294 10365 308453 155882 152571 162936 0 0 1322283 1513014 -190731 -190731 1328695 6412 6412 1322283 1322283 1519426 6412 6412 1513014 1513014 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, 2009 THROUGH JUNE 30, 2012 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 162979 0 0 0 0 0 13393 0 10913 0 187285 0 0 0 X WEBSITE DEVELOPMENT 1 110784 HOURLY RATE 1 false false false OTHER PROGRAM SERVICES FORM 990, PART III, LINE 4D Description: Educational Services and Technical Assistance Expenses: $191,123 including grants of $0; Revenue: $31,543 The N.C. Center for nonprofits provided educational materials, training, and technical assistance to board and staff leaders in nonprofit organizations in all 100 counties across the state. These are nonprofits that want to serve their causes and communities effectively. We educated nonprofits on good organizational practices in nonprofit management, governance, and leadership -- such as communication, accountability, fundraising, evaluation, advocacy, technology, and collaboration. The center provided customized technical assistance in response to 5,243 individual requests to our Board and Staff Helpline. It also offered on its website a total of 1,200 carefully-selected resources on good practices. Nonprofits tapped this gold mine this year by downloading sample organizational policies and substantive articles an average of 113 times per day! The Center published cutting-edge resources, such as the quarterly "Common Ground" newsletter and the bi-weekly electronic "Connect & Learn" update. It continuedd to disseminate 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 improvement 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 158 pro bono consultations for nonprofits with attorneys, CPAs, and experts in human resources, communications, and other specialties that are critical to nonprofits' success. These included free sessions with a network of 166 experienced attorneys, Certified Public Accountants, and professionals in human resources and marketing through our collaboration with the N.C. Bar Association, N.C. Association of CPAs, Raleigh-Wake Human Resources Management Association, and American Marketing Association. It also includes on-site consultations by experts at the 2011 Statewide Conference for the Nonprofit Sector. Description: Research Expenses: $28,163 including grants of $0; Revenue: $0 The N.C. Center took the lead to find collaborative solutions to problems in state government contracting with nonprofits. We raised long-standing, systemic issues based on a 2010 report from the national Urban Institute. Issues included excessive red tape that added unnecessarily to nonprofits' administrative burden, governments not paying nonprofits the full cost of providing services, and governments changing their expectations in the middle of the duration of the contract. In addition, the N.C. Center conducted a statewide survey to capture the recession's impact on North Carolina nonprofits and the people they serve. We found that in 2011, more than 30% of the state's nonprofits cut staff positions, 17% cut benefits, and 31% cut services. These are on top of the cuts that N.C. nonprofits had to make in 2010 when 39% cut staff positions, 32% cut benefits, and 33% cut services). We informed legislative leaders, the Governor, and the public about these findings. We collaborated with the N.C. Department of Commerce to get a full picture of nonprofit employment in North Carolina. In 2011, nonprofits provided 425,000 jobs in our state, about 11% of the state's workforce. This means that 1 in every 9 jobs in our state is provided by a nonprofit organization. Finally, the N.C. Center provided the state's nonprofits with solid comparability data to help them to set appropriate compensation levels in their organizations. We did this through our study of Salaries and Benefits in North Carolina Nonprofits, which provides data by the organizations' budget size, field, and region of the state for 206 different positions and for dozens of employee benefits. This resource is available online at www.ncnonprofits.org Description: Nonprofit Sector Resource Conservation Expenses: $30,141 including grants of $0; Revenue: $18,767 The N.C. Center offered 40 programs to help nonprofits conserve resources so they can maximize their programs' impact on North Carolina's communities. The Center aims to help nonprofits use their funds effectively and efficiently. Examples of its programs to cut nonprofits' costs include options for reducing the costs of unemployment insurance and of 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. The Center also disseminated cost-saving tips throughout the year. To recognize the responsible use of resources by nonprofits organizations, from a wide range of nominations, the Center selected three nonprofits to receive the North Carolina Nonprofit Sector Stewardship Award. This award showcases their exemplary stewardship of the public's trust and of the resources invested in them. Nonprofit Sector Stewardship Award, which showcases their exemplary stewardship of the public's trust and of the resources invested in them. PROCESS TO REVIEW FORM 990 FORM 990, PART VI, SECTION A, LINE 10 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 15 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.