2015-03-11T05:31:30-05:00 2014-09-30 232896692 BBD LLP 1835 MARKET STREET 26TH FLOOR PHILADELPHIA PA 19103 990 2013-10-01 311601644 NAPO INC NAPO 8563806828 1120 ROUTE 73 NO 200 MOUNT LAUREL NJ 08054 LISA MARK CPO TREASURER 8563806828 2015-03-11 1 MARIANNE MAK P00297744 2155677770 2015-03-11 2013 2016-02-25 16:41:14Z X LISA MARK CPO 1120 ROUTE 73 NO 200 MOUNT LAUREL NJ 08054 2220093 0 X WWW.NAPO.NET X 1996 TX DEVELOPING, LEADING AND PROMOTING PROFESSIONAL ORGANIZERS AND THE ORGANIZING INDUSTRY. 11 11 0 200 46478 30768 879138 858481 723033 704748 45777 148329 22207 37491 1670155 1749049 6360 1830 0 0 0 0 0 0 0 2003626 1987053 2009986 1988883 -339831 -239834 1335747 1072506 528215 571452 807532 501054 X TO DEVELOP, LEAD AND PROMOTE PROFESSIONAL ORGANIZERS AND THE ORGANIZING INDUSTRY. 0 0 673291 1830 375912 ANNUAL CONFERENCE - CONFERENCE HELD FOR MEMBERS AND THE GENERAL PUBLIC IN ORDER TO EDUCATE ATTENDEES ON THE ART AND SCIENCE OF ORGANIZING. 151883 192059 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 CLASSROOM FORMATS ARE OFFERED TO ACCOMMODATE DIFFERENT LEARNING STYLES AND BUDGET CONSTRAINTS. 138565 51520 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. 45970 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. 36623 (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. 30983 25264 (3) PUBLIC AWARENESS (GET ORGANIZED MONTH) MONTH-LONG PROGRAM TO PROMOTE PUBLIC ORGANIZATIONAL AWARENESS AND INSPIRE INDIVIDUALS AND ORGANIZATIONS TO GET ORGANIZED. 12968 13515 (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. 126544 38779 1090283 1 0 0 0 0 0 0 0 0 0 1 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 31 0 0 1 1 0 0 0 0 0 0 0 0 0 X 11 11 0 1 0 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 MARY DYKSTRA-NOVESS MBA CPO CRTS PRESIDENT 4.00 X X 0 0 0 ELLEN FAYE CPO COC PRESIDENT - ELECT 3.00 X X 0 0 0 LISA MARK CPO CPES TREASURER 1.50 X X 0 0 0 SUSAN KOUSEK CPO SECRETARY 1.50 X X 0 0 0 KATE BROWN CPO DIRECTOR 2.00 X 0 0 0 NICOLE CHAMBLIN CPO CPES DIRECTOR 1.50 X 0 0 0 JODI GRANOK DIRECTOR 1.00 X 0 0 0 DANIELLE LIU MPA CPO DIRECTOR 1.00 X 0 0 0 SANDY STELTER CPO CPES DIRECTOR 1.00 X 0 0 0 ELIZABETH DODSON CORPORATE ASSOCIATE DIRECTOR 1.00 X 0 0 0 ADAM NEWMAN CORPORATE ASSOCIATE DIRECTOR 1.00 X 0 0 0 SUE PINE INTERIM EXECUTIVE DIRECTOR 40.00 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 1088312 1 852067 6414 858481 ANNUAL CONFERENCE 900099 375912 310889 65023 EDUC/CERTIFICATION 900099 243579 243579 ENHANCED LIST SALES 541800 30495 13515 16980 NEWSLETTER 541800 29498 29498 PUB AWARENESS SPNSHIP 900099 25264 25264 704748 12653 12653 606720 471044 135676 135676 135676 MEMBERSHIP PROCESSING 900099 27375 27375 MISCELLANEOUS 900099 10116 10116 37491 1749049 567983 46478 276107 1830 1830 1105542 499996 605546 6449 6449 70093 54416 15677 12355 156 12199 126863 57996 68867 70305 43399 26906 95809 27335 68474 387720 387720 20598 20598 37659 1565 36094 PROFESSIONAL FEES 38274 7410 30864 MISCELLANEOUS 11927 8460 3467 UNRELATED BUS. INC. TAX 3459 3459 1988883 1090283 898600 0 106472 105882 57938 44109 44352 61796 25748 56646 36048 1070582 886224 1335747 1072506 46761 59198 481454 512254 528215 571452 X 777754 460760 29778 40294 807532 501054 1335747 1072506 -239834 -66644 0 X 0 1 X 1 0 X 872901 924045 950749 913116 886245 4547056 493672 534970 640641 594503 567983 2831769 51879 51875 57325 58610 62523 282212 1418452 1510890 1648715 1566229 1516751 7661037 0 0 0 7661037 20559 19486 23153 16801 12653 92652 20559 19486 23153 16801 12653 92652 36556 27390 13167 22860 30768 130741 74506 30307 28505 21957 37491 192766 1550073 1588073 1713540 1627847 1597663 8077196 0.94850 0.94780 0.01150 0.01340 X 61796 25748 36048 36048 X 1675956 -66644 -66644 1742600 6449 6449 1749049 1982434 0 1982434 6449 6449 1988883 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. FORM 990, PART VI, SECTION A, LINE 3 DELEGATION 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 6 MEMBERS 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 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 11 GOVERNING 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 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 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 19 PUBLIC AVAILABILITY OF OTHER DOCUMENTS COPIES OF THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 ARE PROVIDED UPON REQUEST.