2024-07-26T10:58:17-05:00 2023-09-30 232896692 BBD LLP 1835 MARKET STREET SUITE 300 PHILADELPHIA PA 19103 990 2022-10-01 311601644 NAPO INC NAPO 6512883433 1601 UTICA AVENUE SOUTH 213 MINNEAPOLIS MN 55416 GAYLE GODDARD TREASURER 6512883433 2024-07-26 1 0 ADAM WATSON P01367206 2155677770 2024-07-26 2022 2024-08-08 14:25:15Z X GAYLE GODDARD 1601 UTICA AVENUE SOUTH 213 MINNEAPOLIS MN 55416 1420238 0 X WWW.NAPO.NET X 1996 TX SEE PAGE 2, PART III, LINE 1 FOR A DESCRIPTION OF THE ORGANIZATION'S MISSION. 10 10 0 150 0 0 911361 816985 631784 570946 91770 20992 8229 300 1643144 1409223 5750 2002 0 0 0 0 0 0 0 1951449 1458546 1957199 1460548 -314055 -51325 1083308 1277799 415652 577655 667656 700144 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 363032 2002 289490 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. 264661 237876 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 FORMATS ARE OFFERED TO ACCOMMODATE DIFFERENT LEARNING STYLES AND BUDGET CONSTRAINTS. 69968 43580 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. 161172 PUBLIC AWARENESS - VARIOUS PROGRAMS TO PROMOTE PUBLIC ORGANIZATIONAL AWARENESS AND INSPIRE INDIVIDUALS AND ORGANIZATIONS TO GET ORGANIZED, INCLUDING GO MONTH, SOCIAL MEDIA, AND OTHER MARKETING CAMPAIGNS. 161172 858833 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 37 0 1 0 0 0 0 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 X EWALD CONSULTING INC 6512883433 1601 UTICA AVENUE SOUTH 213 MINNEAPOLIS MN 55416 X MINDY GODDING PRESIDENT (FROM MAY 2023) 20.00 X X 0 0 0 AMY TOKOS PRESIDENT (UNTIL MAY 2023) 20.00 X X 0 0 0 AMY TOKOS IMMEDIATE PAST PRESIDENT (FROM MAY 2023) 20.00 X X 0 0 0 MINDY GODDING PRESIDENT ELECT (UNTIL MAY 2023) 20.00 X X 0 0 0 GAYLE GODDARD TREASURER (FROM MAY 2023) 20.00 X X 0 0 0 SHARON LOWENHEIN TREASURER (UNTIL MAY 2023) 20.00 X X 0 0 0 JENNIFER TRUESDALE SECRETARY 15.00 X X 0 0 0 TODD ALLAN DIRECTOR (UNTIL SEP. 2023) 7.00 X 0 0 0 KAREN BAKER DIRECTOR 7.00 X 0 0 0 WENDY BUGLIO DIRECTOR 7.00 X 0 0 0 SARAH GENRICH DIRECTOR 7.00 X 0 0 0 GAYLE GODDARD DIRECTOR (UNTIL MAY 2023) 7.00 X 0 0 0 JENNIFER LAVA DIRECTOR (FROM MAY 2023) 7.00 X 0 0 0 JAN LEHMAN DIRECTOR (UNTIL MAY 2023) 7.00 X 0 0 0 LORI REESE DIRECTOR 7.00 X 0 0 0 MELYNDA WEILAND DIRECTOR (FROM SEP. 2023) 7.00 X 0 0 0 0 0 0 0 0 0 0 ASSOCIATION HEADQUARTERS INC 1120 ROUTE 73 SUITE 200 MOUNT LAUREL NJ 08054 MANAGEMENT SERVICES 1165835 RENAISSANCE BALTIMORE HARBORPLACE HOTEL 202 EAST PRATT STREET BALTIMORE MD 21202 ANNUAL CONFERENCE HOTEL 245038 2 815747 1238 816985 ANNUAL CONFERENCE 900099 289490 225290 64200 EDUCATIONAL PROGRAMS 900099 237876 237876 CERTIFICATION 900099 43580 43580 570946 21274 21274 10733 11015 -282 -282 -282 MISCELLANEOUS 900099 300 300 300 1409223 506746 0 85492 2002 2002 844960 473181 371779 14715 14715 8731 8731 17170 2370 14800 15828 15828 2801 1022 1779 75995 75995 103726 50513 53213 227438 227438 25663 25663 MISCELLANEOUS 75391 10484 64907 BANK AND CREDIT CARD FE 46128 46128 1460548 858833 601715 0 171935 283894 28504 21651 5991 95672 77855 0 340 786857 888408 1083308 1277799 17204 209797 398448 367858 415652 577655 X 609389 635192 58267 64952 667656 700144 1083308 1277799 -51325 83813 0 X 0 1 X 1 0 X 1009690 999347 966505 911361 881185 4768088 791796 392695 622746 631784 506746 2945767 1801486 1392042 1589251 1543145 1387931 7713855 0 0 0 7713855 35129 42185 30091 25847 21274 154526 35129 42185 30091 25847 21274 154526 27415 3877 13825 8229 300 53646 1864030 1438104 1633167 1577221 1409505 7922027 0.97370 0.97060 0.01950 0.02040 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 27,415. 2019 AMOUNT: $ 3,877. 2020 AMOUNT: $ 13,825. 2021 AMOUNT: $ 8,229. 2022 AMOUNT: $ 300. 0 X 1484305 83813 -8731 75082 1409223 0 1409223 1451817 0 1451817 8731 8731 1460548 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 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEE -8,731. 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. (UNTIL 12/31/22) AND EWALD CONSULTING, INC. (FROM 1/1/23). 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. 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. 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.