2018-08-08T10:04:05-05:00 2017-09-30 232896692 BBD LLP 1835 MARKET STREET 3RD FLOOR PHILADELPHIA PA 19103 990 2016-10-01 311601644 NAPO INC NAPO 8563806828 1120 ROUTE 73 NO 200 MOUNT LAUREL NJ 08054 LISA MARK CPO TREASURER 8563806828 2018-08-08 1 JENNIFER SOLOT P00749373 2155677770 2016 2022-09-23 18:48:47Z LISA MARK CPO 1120 ROUTE 73 NO 200 MOUNT LAUREL NJ 08054 1745284 0 X WWW.NAPO.NET X 1996 TX SEE PAGE 2, PART III, LINE 1 FOR A DESCRIPTION OF THE ORGANIZATION'S MISSION. 11 11 0 11 3695 810 1014463 942004 660603 742505 49659 36663 14924 24112 1739649 1745284 2702 2268 0 0 0 0 0 0 0 1678589 1697152 1681291 1699420 58358 45864 1138858 1266334 599778 594345 539080 671989 X NAPO'S MISSION IS TO BE THE LEADING SOURCE FOR ORGANIZING AND PRODUCTIVITY PROFESSIONALS BY PROVIDING EXCEPTIONAL EDUCATION, ENHANCING BUSINESS CONNECTIONS, ADVANCING INDUSTRY RESEARCH, AND INCREASING PUBLIC AWARENESS. 0 0 487157 2268 393426 ANNUAL CONFERENCE - THE NAPO ANNUAL CONFERENCE IS THE BEST OPPORTUNITY FOR ORGANIZING & PRODUCTIVITY PROFESSIONALS TO IMMERSE THEMSELVES IN NAPO EDUCATION & CULTURE. WHETHER YOU ARE A NEWCOMER TO THE PROFESSION OR HAVE YEARS OF EXPERIENCE, THE ANNUAL CONFERENCE HAS SOMETHING WORTHWHILE FOR YOU. ATTENDEES CAN CUSTOMIZE THEIR CONFERENCE EXPERIENCE BY CHOOSING FROM DOZENS OF INFORMATIVE BREAKOUT SESSIONS. YOU'LL HAVE THE OPPORTUNITY TO CONNECT, LEARN, & SHARE EXPERIENCES WITH COLLEAGUES FROM AROUND THE WORLD. 191168 282749 EDUCATIONAL PROGRAMS- COURSES ARE DEVELOPED AND CONDUCTED BY THE EDUCATION COMMITTEE AND INCLUDE 4 LEVELS. LEVEL 1 CLASSES (I.E., 100, 101, ETC.) ARE DESIGNED FOR BEGINNER ORGANIZERS. LEVEL 2 CLASSES ARE DESIGNED FOR INTERMEDIATE ORGANIZERS, AND LEVEL 3 ARE INTENDED FOR ADVANCED ORGANIZERS. LEVEL 4 CLASSES ARE DESIGNED FOR ORGANIZERS AT ALL LEVELS OR EXPERIENCE. TELECLASS AND ON-DEMAND CLASS FORM FORMATS ARE OFFERED TO ACCOMMODATE DIFFERENT LEARNING STYLES AND BUDGET CONSTRAINTS. 90000 62635 CERTIFICATION - CPO (CERTIFIED PROFESSIONAL ORGANIZERS) CERTIFICATION IS A VOLUNTARY, INDUSTRY-LED EFFORT THAT BENEFITS THE MEMBERS OF THE ORGANIZING PROFESSION, AS WELL AS THE PUBLIC. IT IS A RECOGNITION OF PROFESSIONALS WHO HAVE MET SPECIFIC MINIMUM STANDARDS, AND PROVEN THROUGH EXAMINATION AND CLIENT INTERACTION THAT THEY POSSESS THE BODY OF KNOWLEDGE AND EXPERIENCE REQUIRED FOR CERTIFICATION. THIS PROGRAM RECOGNIZES AND RAISES INDUSTRY STANDARDS, PRACTICES AND ETHICS. FOR THE PUBLIC, WHILE THE CPO DESIGNATION IS NOT AN ENDORSEMENT OR RECOMMENDATION, CERTIFICATION OF PROFESSIONAL ORGANIZERS MAXIMIZES THE VALUE RECEIVED FROM THE PRODUCTS AND SERVICES PROVIDED BY A CPO. 44452 3695 PUBLIC AWARENESS (GET ORGANIZED MONTH) MONTH-LONG PROGRAM TO PROMOTE PUBLIC ORGANIZATIONAL AWARENESS AND INSPIRE INDIVIDUALS AND ORGANIZATIONS TO GET ORGANIZED. 44452 3695 812777 1 0 0 0 0 0 0 0 0 0 0 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 35 0 0 1 1 0 0 0 0 0 0 0 0 0 X 11 11 0 1 1 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 0 0 0 X ASSOCIATION HEADQUARTERS INC 8564396828 1120 ROUTE 73 STE 200 MOUNT LAUREL NJ 08054 X ELLEN FAYE CPO COC PRESIDENT 20.00 X X 0 0 0 ELLEN DELAP CPO PRESIDENT - ELECT 20.00 X X 0 0 0 LISA MARK CPO TREASURER 15.00 X X 0 0 0 SUSAN HAYMAN SECRETARY 15.00 X X 0 0 0 MINDY GODDING CPO DIRECTOR 15.00 X X 0 0 0 REGINA LARK PHD CPO DIRECTOR 7.00 X 0 0 0 NADINE LEVY DIRECTOR 7.00 X 0 0 0 DANIELLE LIU MPA CPO DIRECTOR 7.00 X 0 0 0 CASEY MOORE CPO DIRECTOR 7.00 X 0 0 0 KIM OSER CPO DIRECTOR 7.00 X 0 0 0 LORI VANDE KROL DIRECTOR 7.00 X 0 0 0 0 0 0 0 0 0 0 ASSOCIATION HEADQUARTERS INC 1120 ROUTE 73 SUITE 200 MT LAUREL NJ 08054 MANAGEMENT SVCS 958621 1 942004 942004 ANNUAL CONFERENCE 900099 393426 363760 29666 EDUC/CERTIFICATION 900099 345384 345384 ENHANCED LIST SALES 541800 3125 3125 NEWSLETTER 541800 570 570 742505 36663 36663 MEMBERSHIP PROCESSING 900099 24112 24112 24112 1745284 709144 3695 90441 2268 2268 981745 373063 608682 25004 25004 5585 5585 33912 21162 12750 15000 15000 140742 36221 104521 68533 27511 41022 65437 7031 58406 298805 298805 22521 1388 21133 MISCELLANEOUS 39868 30328 9540 1699420 812777 886643 0 259735 210730 2955 53296 14224 72510 0 0 861944 929798 1138858 1266334 11703 14135 588075 580210 599778 594345 X 485697 612943 53383 59046 539080 671989 1138858 1266334 45864 87045 0 X 0 1 X 1 0 X 913116 886245 993817 1015613 942004 4750795 594503 567983 669791 621394 709144 3162815 58610 62523 62428 36303 29666 249530 1566229 1516751 1726036 1673310 1680814 8163140 0 0 0 8163140 16801 12653 11089 35767 36663 112973 16801 12653 11089 35767 36663 112973 22860 30768 15540 4520 810 74498 21957 37491 18443 14924 24112 116927 1627847 1597663 1771108 1728521 1742399 8467538 0.96410 0.96350 0.01330 0.01180 X 0 X 1826744 87045 87045 1739699 5585 5585 1745284 1693835 0 1693835 5585 5585 1699420 PART X, LINE 2: UNCERTAIN TAX POSITIONS UNDER ASC 740 GAAP REQUIRES ENTITIES TO EVALUATE, MEASURE, RECOGNIZE AND DISCLOSE ANY UNCERTAIN INCOME TAX POSITIONS. GAAP PRESCRIBES A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION BELIEVES IT HAD NO UNCERTAIN TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEE 5,585. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEE 5,585. FORM 990, PART VI, SECTION A, LINE 3 DELEGATION OF MANAGEMENT DUTIES TO MANAGEMENT COMPANY THE ORGANIZATION RECEIVES VARIOUS MANAGEMENT SERVICES INCLUDING THOSE RELATED TO GENERAL ADMINISTRATION, MEMBERSHIP, FINANCIAL SERVICES, MEETINGS, PUBLICATIONS AND OTHER PROGRAMS FROM ASSOCIATION HEADQUARTERS, INC. FORM 990, PART VI, SECTION A, LINE 4 NAPO CHANGED ITS DBA (DOING BUSINESS AS) TO NATIONAL ASSOCIATION OF PRODUCTIVITY AND ORGANIZING PROFESSIONALS IN THE BYLAWS AND ARTICLES OF INCORPORATION. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OF THE ORGANIZATION CLASSES OF NAPO MEMBERS ARE: PROFESSIONAL, PROVISIONAL, RETIRED, BUSINESS PARTNER, STUDENT, ALLIED. FORM 990, PART VI, SECTION A, LINE 7A ELECTION OF MEMBERS OF GOVERNING BODY ALL ACTIVE MEMBERS ARE ENTITLED TO VOTING PRIVILEGES AND MAY HOLD OFFICE AND SERVE ON THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF GOVERNING BODY SUBJECT TO MEMBERSHIP APPROVAL REMOVAL OF A MEMBER OF THE GOVERNING BODY IS SUBJECT TO MAJORITY APPROVAL OF THE MEMBERSHIP ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B GOVERNING BODY REVIEW OF FORM 990 A COPY OF THE FORM 990, AS FILED, IS REVIEWED AND DISCUSSED BY THE FINANCE & AUDIT COMMITTEE AND THEN PROVIDED TO EACH BOARD MEMBER PRIOR TO ITS FILING. ALL HISTORICAL FORM 990'S ARE ACCESSIBLE TO ALL BOARD MEMBERS IN THE BOARD LIBRARY. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY EACH YEAR ALL INDIVIDUALS ARE REQUIRED TO ADHERE TO THE CONFLICT OF INTEREST POLICY SET FORTH BY THE ORGANIZATION. ALL VOLUNTEER LEADERS ARE REQUIRED TO REVIEW NAPO'S CONFLICT OF INTEREST POLICY AND COMPLETE THE ASSOCIATED DISCLOSURE FORM. ALL COMPLETED FORMS ARE KEPT ON FILE AT NAPO'S HEADQUARTERS. PRIOR TO EACH BOARD MEETING, THE POLICY IS REVIEWED AND DISCUSSED WITH THE BOARD AND STAFF, AND EVERYONE IS REQUIRED TO DISCLOSE ANY CONFLICTS THAT THEY MAY HAVE PRIOR TO THE START OF THE MEETING. IF A MEMBER WERE TO HAVE A CONFLICT, THEY ARE REQUESTED TO UPDATE THEIR DISCLOSURE FORM ACCORDINGLY. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC AVAILABILITY OF OTHER DOCUMENTS COPIES OF THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 ARE PROVIDED UPON REQUEST.