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NAPO INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
NAPO INC (EIN 31-1601644)
Tax period
2013-10-01 to 2014-09-30
Filed
2015-03-11
IRS object ID
201500709349300600
Schema version
2013v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-03-11T05:31:30-05:00ReturnTs
Tax Period End2014-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232896692PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BBD LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11835 MARKET STREET 26TH FLOORAddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code19103ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311601644EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NAPO INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlNAPOBusinessNameControlTxt
Phone8563806828PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11120 ROUTE 73 NO 200AddressLine1
CityMOUNT LAURELCity
StateNJState
ZIP Code08054ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLISA MARK CPOPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8563806828PhoneNum
Signature2015-03-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARIANNE MAKPreparerPersonNm
PTINP00297744PTIN
Phone2155677770PhoneNum
Preparation2015-03-11PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerLISA MARK CPOPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11120 ROUTE 73 NO 200AddressLine1
CityMOUNT LAURELCity
StateNJState
ZIP Code08054ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$2,220,093GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.NAPO.NETWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1996FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionDEVELOPING, LEADING AND PROMOTING PROFESSIONAL ORGANIZERS AND THE ORGANIZING INDUSTRY.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers200TotalVolunteersCnt
Total Gross UBI$46,478TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$30,768NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$879,138PYContributionsGrantsAmt
CY Contributions Grants$858,481CYContributionsGrantsAmt
PY Program Service Revenue$723,033PYProgramServiceRevenueAmt
CY Program Service Revenue$704,748CYProgramServiceRevenueAmt
PY Investment Income$45,777PYInvestmentIncomeAmt
CY Investment Income$148,329CYInvestmentIncomeAmt
PY Other Revenue$22,207PYOtherRevenueAmt
CY Other Revenue$37,491CYOtherRevenueAmt
PY Total Revenue$1,670,155PYTotalRevenueAmt
CY Total Revenue$1,749,049CYTotalRevenueAmt
PY Grants And Similar Paid$6,360PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,830CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,003,626PYOtherExpensesAmt
CY Other Expenses$1,987,053CYOtherExpensesAmt
PY Total Expenses$2,009,986PYTotalExpensesAmt
CY Total Expenses$1,988,883CYTotalExpensesAmt
PY Revenues Less Expenses-$339,831PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$239,834CYRevenuesLessExpensesAmt
Total Assets BOY$1,335,747TotalAssetsBOYAmt
Total Assets EOY$1,072,506TotalAssetsEOYAmt
Total Liabilities BOY$528,215TotalLiabilitiesBOYAmt
Total Liabilities EOY$571,452TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$807,532NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$501,054NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO DEVELOP, LEAD AND PROMOTE PROFESSIONAL ORGANIZERS AND THE ORGANIZING INDUSTRY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$673,291ExpenseAmt
Grant$1,830GrantAmt
Revenue$375,912RevenueAmt
DescANNUAL CONFERENCE - CONFERENCE HELD FOR MEMBERS AND THE GENERAL PUBLIC IN ORDER TO EDUCATE ATTENDEES ON THE ART AND SCIENCE OF ORGANIZING.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$151,883ExpenseAmt
Revenue$192,059RevenueAmt
DescEDUCATIONAL 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 CLASSROOM FORMATS ARE OFFERED TO ACCOMMODATE DIFFERENT LEARNING STYLES AND BUDGET CONSTRAINTS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$138,565ExpenseAmt
Revenue$51,520RevenueAmt
DescCERTIFICATION - 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.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)

ExpenseExpenseAmtRevenueRevenueAmtDescDesc
$45,970$0(1) NEWSLETTERNAPO NEWS IS THE OFFICIAL PUBLICATION OF THE NATIONAL ASSOCIATION OF PROFESSIONAL ORGANIZERS. IT IS A BIMONTHLY NEWSLETTER DISTRIBUTED AS A BENEFIT OF MEMBERSHIP. EVERY ISSUE OF NAPO NEWS CONTAINS FEATURE ARTICLES ON THE BUSINESS OR PROCESS OF ORGANIZING, NEWS ABOUT NAPO AND ITS MEMBERS, A CALENDAR OF EVENTS, AND OTHER NAPO MEMBER COMMUNICATIONS.
$36,623(2) LEADERSHIP FORUM IT IS HELD EVERY YEAR IN CONJUNCTION WITH CONFERENCE FOR NATIONAL BOARD MEMBERS AND COMMITTEE CHAIRS, CHAPTER PRESIDENTS AND SELECTED CHAPTER OFFICERS/BOARD MEMBERS. THE GOAL OF THIS EVENT IS TO EDUCATE BOTH CURRENT AND FUTURE NAPO LEADERS, PROVIDE A FORUM TO MEET AND LEARN FROM EACH OTHER AND SHARE LEADERSHIP PERSPECTIVES, AND IMPART INFORMATION ABOUT NAPO AND ITS OPERATIONS.
$30,983$25,264(3) PUBLIC AWARENESS (GET ORGANIZED MONTH) MONTH-LONG PROGRAM TO PROMOTE PUBLIC ORGANIZATIONAL AWARENESS AND INSPIRE INDIVIDUALS AND ORGANIZATIONS TO GET ORGANIZED.
$12,968$13,515(4) OTHER PROGRAMS [A] NAPO IN THE SCHOOLSA COMMUNITY OUTREACH PROGRAM THAT BRINGS PROFESSIONAL ORGANIZERS INTO THE SCHOOLS. IN A TOTALLY INTERACTIVE CLASSROOM PRESENTATION, PROFESSIONAL ORGANIZERS TEACH STUDENTS THE BENEFITS OF BEING ORGANIZED AND BASIC ORGANIZING PRINCIPLES. THE PROGRAM WAS DEVELOPED BY A TASK FORCE OF NAPO MEMBERS WHO HAVE PASSION FOR WORKING WITH AND EDUCATING STUDENTS.[B] QUANTUM LEAPA SERVICE PROJECT OF THE NATIONAL ASSOCIATION OF PROFESSIONAL ORGANIZERS (NAPO). IT PROVIDES ORGANIZING TRAINING TO PEOPLE WHO ARE WELFARE-VULNERABLE OR IN A WELFARE-TO-WORK TRANSITION. MADE UP OF VOLUNTEER PROFESSIONAL ORGANIZERS, THE TASK FORCE MEMBERS WORK THROUGH LOCAL AGENCIES AND OFFER SKILL-BUILDING SESSIONS ON PAPER, TIME AND MONEY MANAGEMENT.[C] GOLDEN CIRCLETHIS PRESTIGIOUS DESIGNATION DEMONSTRATES TO THE GENERAL PUBLIC THAT OUR INDUSTRY RECOGNIZES ITS MEMBERS WHO HAVE ATTAINED AN ELEVATED LEVEL OF EXPERIENCE. NAPO ACKNOWLEDGES THE EXPERTISE OF ITS MEMBERS WHO HAVE BEEN ENGAGED IN THE BUSINESS OF ORGANIZING FOR NO LESS THAN FIVE YEARS AND HAVE BEEN A NAPO MEMBER FOR A MINIMUM OF ONE YEAR.
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$126,544TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$38,779TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$1,090,283TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document31IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ASSOCIATION HEADQUARTERS INCBusinessNameLine1
FieldValueIRS element (for citing)
Phone8564396828PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11120 ROUTE 73 STE 200AddressLine1
CityMOUNT LAURELCity
StateNJState
ZIP Code08054ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
MARY DYKSTRA-NOVESS MBA CPO CRTS
PRESIDENT4.00Yes (X)Yes (X)$0$0$0
ELLEN FAYE CPO COC
PRESIDENT - ELECT3.00Yes (X)Yes (X)$0$0$0
LISA MARK CPO CPES
TREASURER1.50Yes (X)Yes (X)$0$0$0
SUSAN KOUSEK CPO
SECRETARY1.50Yes (X)Yes (X)$0$0$0
KATE BROWN CPO
DIRECTOR2.00Yes (X)$0$0$0
NICOLE CHAMBLIN CPO CPES
DIRECTOR1.50Yes (X)$0$0$0
JODI GRANOK
DIRECTOR1.00Yes (X)$0$0$0
DANIELLE LIU MPA CPO
DIRECTOR1.00Yes (X)$0$0$0
SANDY STELTER CPO CPES
DIRECTOR1.00Yes (X)$0$0$0
ELIZABETH DODSON
CORPORATE ASSOCIATE DIRECTOR1.00Yes (X)$0$0$0
ADAM NEWMAN
CORPORATE ASSOCIATE DIRECTOR1.00Yes (X)$0$0$0
SUE PINE
INTERIM EXECUTIVE DIRECTOR40.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ASSOCIATION HEADQUARTERS INCBusinessNameLine1

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line11120 ROUTE 73 SUITE 200AddressLine1
CityMT LAURELCity
StateNJState
ZIP Code08054ZIPCode
FieldValueIRS element (for citing)
ServicesMANAGEMENT SVCSServicesDesc
Compensation$1,088,312CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Membership Dues$852,067MembershipDuesAmt
All Other Contributions$6,414AllOtherContributionsAmt
Total Contributions$858,481TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
ANNUAL CONFERENCE900099$375,912$310,889$65,023
EDUC/CERTIFICATION900099$243,579$243,579
ENHANCED LIST SALES541800$30,495$13,515$16,980
NEWSLETTER541800$29,498$29,498
PUB AWARENESS SPNSHIP900099$25,264$25,264
FieldValueIRS element (for citing)
Total Program Service Revenue$704,748TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,653TotalRevenueColumnAmt
Exclusion$12,653ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$606,720SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$471,044SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$135,676SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$135,676TotalRevenueColumnAmt
Exclusion$135,676ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
MEMBERSHIP PROCESSING900099$27,375$27,375
MISCELLANEOUS900099$10,116$10,116
FieldValueIRS element (for citing)
Other Revenue Total$37,491OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,749,049TotalRevenueColumnAmt
Related Or Exempt Func Income$567,983RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$46,478UnrelatedBusinessRevenueAmt
Exclusion$276,107ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$1,830TotalAmt
Program Services$1,830ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$1,105,542TotalAmt
Program Services$499,996ProgramServicesAmt
Management And General$605,546ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$6,449TotalAmt
Management And General$6,449ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$70,093TotalAmt
Program Services$54,416ProgramServicesAmt
Management And General$15,677ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$12,355TotalAmt
Program Services$156ProgramServicesAmt
Management And General$12,199ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$126,863TotalAmt
Program Services$57,996ProgramServicesAmt
Management And General$68,867ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$70,305TotalAmt
Program Services$43,399ProgramServicesAmt
Management And General$26,906ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$95,809TotalAmt
Program Services$27,335ProgramServicesAmt
Management And General$68,474ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$387,720TotalAmt
Program Services$387,720ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$20,598TotalAmt
Management And General$20,598ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$37,659TotalAmt
Program Services$1,565ProgramServicesAmt
Management And General$36,094ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PROFESSIONAL FEES$38,274$7,410$30,864
MISCELLANEOUS$11,927$8,460$3,467
UNRELATED BUS. INC. TAX$3,459$3,459

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,988,883TotalAmt
Program Services$1,090,283ProgramServicesAmt
Management And General$898,600ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$106,472BOYAmt
EOY$105,882EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$57,938BOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$44,109BOYAmt
EOY$44,352EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$61,796LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$25,748LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$56,646BOYAmt
EOY$36,048EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,070,582BOYAmt
EOY$886,224EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,335,747BOYAmt
EOY$1,072,506EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$46,761BOYAmt
EOY$59,198EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$481,454BOYAmt
EOY$512,254EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$528,215BOYAmt
EOY$571,452EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$777,754BOYAmt
EOY$460,760EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$29,778BOYAmt
EOY$40,294EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$807,532BOYAmt
EOY$501,054EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,335,747BOYAmt
EOY$1,072,506EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$239,834ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$66,644NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$872,901CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$924,045CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$950,749CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$913,116CurrentTaxYearMinus1YearAmt
Current Tax Year$886,245CurrentTaxYearAmt
Total$4,547,056TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$493,672CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$534,970CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$640,641CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$594,503CurrentTaxYearMinus1YearAmt
Current Tax Year$567,983CurrentTaxYearAmt
Total$2,831,769TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$51,879CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$51,875CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$57,325CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$58,610CurrentTaxYearMinus1YearAmt
Current Tax Year$62,523CurrentTaxYearAmt
Total$282,212TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,418,452CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,510,890CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,648,715CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,566,229CurrentTaxYearMinus1YearAmt
Current Tax Year$1,516,751CurrentTaxYearAmt
Total$7,661,037TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$7,661,037PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$20,559CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$19,486CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$23,153CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,801CurrentTaxYearMinus1YearAmt
Current Tax Year$12,653CurrentTaxYearAmt
Total$92,652TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$20,559CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$19,486CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$23,153CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,801CurrentTaxYearMinus1YearAmt
Current Tax Year$12,653CurrentTaxYearAmt
Total$92,652TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$36,556CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$27,390CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,167CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,860CurrentTaxYearMinus1YearAmt
Current Tax Year$30,768CurrentTaxYearAmt
Total$130,741TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$74,506CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$30,307CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$28,505CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$21,957CurrentTaxYearMinus1YearAmt
Current Tax Year$37,491CurrentTaxYearAmt
Total$192,766TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,550,073CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,588,073CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,713,540CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,627,847CurrentTaxYearMinus1YearAmt
Current Tax Year$1,597,663CurrentTaxYearAmt
Total$8,077,196TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.94850PublicSupportCY509Pct
Public Support PY5090.94780PublicSupportPY509Pct
Investment Income CY0.01150InvestmentIncomeCYPct
Investment Income PY0.01340InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$61,796OtherCostOrOtherBasisAmt
Depreciation$25,748DepreciationAmt
Book Value$36,048BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$36,048TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,675,956TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$66,644NetUnrealizedGainsInvstAmt
Revenue Not Reported-$66,644RevenueNotReportedAmt
Revenue Subtotal$1,742,600RevenueSubtotalAmt
Other Revenues Not Included$6,449OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$6,449RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,749,049TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,982,434TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,982,434ExpensesSubtotalAmt
Other Expenses Not Included$6,449OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$6,449ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,988,883TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:UNCERTAIN TAX POSITIONS UNDER ASC 740 GAAP REQUIRES ENTITIES TO EVALUATE, MEASURE, RECOGNIZE AND DISCLOSE ANY UNCERTAIN INCOME TAX POSITIONS TAKEN ON THEIR TAX RETURNS. 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 AS DEFINED IN GAAP.
PART XI, LINE 4B - OTHER ADJUSTMENTS:INVESTMENT MANAGEMENT FEE 6,449.
PART XII, LINE 4B - OTHER ADJUSTMENTS:INVESTMENT MANAGEMENT FEE 6,449.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3DELEGATION OF MANAGEMENT DUTIES TO MANAGEMENT COMPANY THE ORGANIZATION OUTSOURCES ITS ADMINISTRATIVE AND MANAGEMENT FUNCTIONS TO AN INDEPENDENT MANAGEMENT SERVICE COMPANY, INCLUDING THE POSITION OF EXECUTIVE DIRECTOR (NON-VOTING MEMBER OF THE BOARD) OF THE ORGANIZATION. THE TOTAL FEES INCURRED FOR THE MANAGEMENT SERVICE COMPANY DURING THE TAX YEAR AMOUNTED TO $1,105,542 AND ARE REPORTED ON FORM 990, PAGE 10, PART IX, LINE 11A.
FORM 990, PART VI, SECTION A, LINE 6MEMBERS OF THE ORGANIZATION THE ORGANIZATION HAS THREE CLASSES OF VOTING MEMBERS; ACTIVE MEMBERS, EMERITUS MEMBERS AND CORPORATE ASSOCIATE MEMBERS. AN ACTIVE MEMBER IS AN INDIVIDUAL WHO HAS EITHER COMPLETED THEIR PROVISIONAL MEMBERSHIP YEAR OR IS A NEW MEMBER TO NAPO, INC. WITH MORE THAN ONE YEAR OF EXPERIENCE DOING BUSINESS PRIMARILY IN THE FIELD OF ORGANIZING SERVICES. AN EMERITUS MEMBER IS AN INDIVIDUAL WHO IS A RETIRED PROFESSIONAL MEMBER NO LONGER ENGAGED IN THE ORGANIZING AND/OR PRODUCTIVITY PROFESSION, IS AT LEAST 55 YEARS OF AGE, AND HAS BEEN A NAPO MEMBER FOR AT LEAST 15 YEARS. A CORPORATE ASSOCIATE MEMBER IS A BUSINESS ENTITY THAT IS ENGAGED IN THE MANUFACTURE, DISTRIBUTION, AND/OR SALE OF EQUIPMENT AND/OR SUPPLIES OR SERVICES THAT COMPLEMENT THE ORGANIZING AND/OR PRODUCTIVITY INDUSTRY.
FORM 990, PART VI, SECTION A, LINE 7AELECTION 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 7BDECISIONS 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 11GOVERNING BODY REVIEW OF FORM 990 A COPY OF THE FORM 990, AS FILED, IS PROVIDED TO EACH BOARD MEMBER PRIOR TO ITS FILING.
FORM 990, PART VI, SECTION B, LINE 12CMONITORING 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 INDIVIDUALS 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 19PUBLIC AVAILABILITY OF OTHER DOCUMENTS COPIES OF THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 ARE PROVIDED UPON REQUEST.