2013-06-06T11:40:48-05:00 2012-09-30 232896692 BBD LLP 1835 MARKET STREET 26TH FLOOR PHILADELPHIA PA 19103 990 2011-10-01 311601644 NAPO INC NAPO 8564390500 15000 COMMERCE PARKWAY NO C MOUNT LAUREL NJ 08054 SANDY STELTER 8564390500 2013-06-06 1 MARIANNE MAK P00297744 2155677770 2013-06-06 2011 2016-03-07 17:11:31Z SANDY STELTER CPO 15000 COMMERCE PARKWAY NO C MOUNT LAUREL NJ 08054 2263843 0 X WWW.NAPO.NET X 1996 TX DEVELOPING, LEADING AND PROMOTING PROFESSIONAL ORGANIZERS AND THE ORGANIZING INDUSTRY. 10 10 0 120 22106 13167 861072 868834 695902 801987 42879 36504 30307 29432 1630160 1736757 3798 4613 0 0 1200 0 0 0 0 1594828 1737727 1599826 1742340 30334 -5583 1388831 1637345 482076 608279 906755 1029066 X TO DEVELOP, LEAD AND PROMOTE PROFESSIONAL ORGANIZERS AND THE ORGANIZING INDUSTRY. 0 0 608296 4613 515129 ANNUAL CONFERENCE - CONFERENCE HELD FOR MEMBERS AND THE GENERAL PUBLIC IN ORDER TO EDUCATE ATTENDEES ON THE ART AND SCIENCE OF ORGANIZING. 126074 147971 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. 67422 42473 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. 48314 4626 (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. 31382 (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. 12062 55671 (3) PUBLIC AWARENESS (GET ORGANIZED MONTH) MONTH-LONG PROGRAM TO PROMOTE PUBLIC ORGANIZATIONAL AWARENESS AND INSPIRE INDIVIDUALS AND ORGANIZATIONS TO GET ORGANIZED. 110265 (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. 202023 60297 1003815 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 0 1 39 0 0 1 1 0 0 0 0 0 0 0 0 0 X 10 10 0 1 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 0 0 0 AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY X ASSOCIATION HEADQUARTERS INC 8564390500 15000 COMMERCE PARKWAY STE C MOUNT LAUREL NJ 08054 X ANGELA WALLACE CPO 1.00 X X 0 0 0 SUSAN LANNIS RESIGNED 924 1.00 X X 0 0 0 SANDY STELTER CPO 1.00 X X 0 0 0 SUSAN KOUSAK CPO 1.00 X X 0 0 0 MERYL ATUCH 1.00 X 0 0 0 KATE BROWN CPO 1.00 X 0 0 0 NICOLE CHAMBLIN CPO 1.00 X 0 0 0 MARY DYKSTRA CPO 1.00 X 0 0 0 ELLEN FAYE 1.00 X 0 0 0 BARRY FALCON 1.00 X 0 0 0 JODI GRANOK 1.00 X 0 0 0 LUCY ERDELAC 40.00 X 0 0 0 0 0 0 0 0 0 0 ASSOCIATION HEADQUARTERS INC 15000 COMMERCE PKWY STE C MT LAUREL NJ 08054 MANAGEMENT SVCS 1034487 1 857757 11077 868834 ANNUAL CONFERENCE 900099 515129 431560 83569 EDUC/CERTIFICATION 900099 190244 190244 PUB AWARENESS SPNSHIP 900099 55671 55671 ENHANCED LIST SALES 541800 36317 18837 17480 NEWSLETTER 541800 4626 4626 801987 22226 22226 927 927 541364 527086 14278 14278 14278 MEMBERSHIP PROCESSING 900099 28450 28450 MISCELLANEOUS 900099 55 55 28505 1736757 640641 22106 205176 4613 4613 848127 398620 449507 6719 6719 25989 16805 9184 2125 125 2000 142195 56349 85846 64607 20169 44438 99029 26345 72684 467644 466444 1200 35177 2127 33050 PROFESSIONAL FEES 26772 2522 24250 MISCELLANEOUS 16633 9696 6937 UNRELATED BUS. INC. TAX 2710 2710 1742340 1003815 738525 0 85073 124519 197186 219486 38948 5046 22893 46851 1042685 1241443 2046 0 1388831 1637345 18331 98835 463745 509444 482076 608279 X 906755 1007989 21077 906755 1029066 1388831 1637345 X -5583 127894 X 0 1 1 X 0 X 856095 880877 872901 924045 950749 4484667 542561 496756 493672 534970 640641 2708600 99216 58780 51879 51875 57325 319075 1497872 1436413 1418452 1510890 1648715 7512342 0 0 0 7512342 42517 27153 20559 19486 23153 132868 42517 27153 20559 19486 23153 132868 34344 53484 36556 27390 13167 164941 1246 1431 74506 30307 28505 135995 1575979 1518481 1550073 1588073 1713540 7946146 0.94540 0.93860 0.01670 0.02070 X 0 1736757 1742340 -5583 127894 127894 122311 1857932 127894 127894 1730038 6719 6719 1736757 1735621 0 1735621 6719 6719 1742340 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: UNCERTAIN TAX POSITIONS UNDER ASC 740 GAAP REQUIRES ENTITIES TO EVALUATE, MEASURE, RECOGNIZE AND DISCLOSE ANY UNCERTAIN INCOME TAX POSITIONS TAKEN ON THIER 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 XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEE 6,719. PART XIII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEE 6,719. 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 $848,127 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 ONE CLASS OF VOTING MEMBERS; ACTIVE 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. 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 FOR REVIEW. 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 FOR 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 127,894.