2024-05-14T17:02:57-05:00 2023-12-31 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA 7TH FL NEW YORK NY 10004 990 2023-01-01 133216408 NONPROFIT NEW YORK INC NONP 2125024191 320 EAST 43RD STREET 3RD FLOOR NEW YORK NY 10017 MEG BARNETTE PRESIDENT AND CEO 2125024191 2024-05-02 1 MEG BARNETTE 999009999 0 ALEXANDER LAZZARUOLO P01775353 2126617777 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z MEG BARNETTE 320 EAST 43RD STREET 3RD FLOOR NEW YORK NY 10017 1365745 0 X WWW.NONPROFITNEWYORK.ORG X 1984 NY TO CHAMPION AND STRENGTHEN NONPROFITS THROUGH CAPACITY BUILDING AND ADVOCACY TO CULTIVATE A UNIFIED, JUST, AND POWERFUL SECTOR. 21 20 12 21 0 0 963374 771202 535856 486383 11167 29306 118667 78854 1629064 1365745 0 0 0 0 960746 1142066 0 0 177727 873358 660734 1834104 1802800 -205040 -437055 3804793 1942419 2560447 1104522 1244346 837897 X SEE SCHEDULE O. 0 0 343706 CAPACITY BUILDING - SEE SCHEDULE O 339895 440220 MEMBERSHIP - SEE SCHEDULE O 321927 POLICY & ADVOCACY - SEE SCHEDULE O 212021 121968 COMMUNICATIONS: EFFECTIVE COMMUNICATION IS AN ESSENTIAL COMPONENT OF KEEPING OUR MEMBERS INFORMED AND ENGAGED WITH NONPROFIT NEW YORK'S MISSION-DRIVEN WORK. OUR MULTI-PRONGED COMMUNICATIONS STRATEGY ENSURES MEMBERS ARE AWARE OF AND ABLE TO ACT ON OPPORTUNITIES RELATED TO OUR ADVOCACY EFFORTS, CAPACITY-BUILDING OFFERINGS, AND OTHER COMPLIANCE-RELATED MATTERS. WE UTILIZE A VARIETY OF CHANNELS TO INFORM MEMBERS AND ENCOURAGE DIALOGUE, INCLUDING E-NEWSLETTERS, ADVOCACY CAMPAIGNS, SOCIAL MEDIA, OUR ONLINE MEMBER HUB THE COMMUNITY, AND OUR NONPROFIT HELPLINE. ADDITIONALLY, NONPROFIT NEW YORK ALSO HOSTS AN ANNUAL MEETING OF MEMBERS THAT PROVIDES A FORUM FOR MEMBERS TO ELECT NONPROFIT NEW YORK'S BOARD OF DIRECTORS AND PARTICIPATE IN A SECTOR-WIDE DISCUSSION THAT WILL HELP SHAPE OUR PROGRAM PRIORITIES.2023 ACCOMPLISHMENTS: - NONPROFIT NEW YORK'S REGULAR EMAILS MAINTAINED AN AVERAGE OPEN RATE OF 37% WITH AN AVERAGE CLICK-TO-OPEN RATE OF 4%.- NONPROFIT NEW YORK DEVELOPED A HOLISTIC VIEW OF OUR MEMBERS' NEEDS THROUGH A VARIETY OF IN-PERSON GROUP CONVERSATIONS, COMMUNITY-WIDE SURVEYS, DATA ANALYSIS, AND ONE-ON-ONE MEETINGS. THE FEEDBACK RECEIVED FROM MORE THAN 10% OF OUR MEMBER BASE WILL BE IMPLEMENTED TO DEVELOP AND PILOT MORE RESPONSIVE PROGRAMMING AND SERVICES. 212021 121968 1217549 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 16 0 1 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 20 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X MEG BARNETTE CO NONPROFIT NEW YORK 2125024191 320 EAST 43RD STREET 3RD FLOOR NEW YORK NY 10017 LISA PILAR COWAN CO-CHAIR 7.00 X X 0 0 0 JO-ANN YOO CO-CHAIR 7.00 X X 0 0 0 RICHARD SOUTO VICE-CHAIR 2.00 X X 0 0 0 KAMESH MOOLA TREASURER 2.00 X X 0 0 0 MERIDITH MASKARA SECRETARY 2.00 X X 0 0 0 ROBERT ACTON DIRECTOR 2.00 X 0 0 0 CAROL BULLOCK DIRECTOR 2.00 X 0 0 0 GARY BAGLEY DIRECTOR- STARTED 6/2023 2.00 X 0 0 0 ALEJANDRA DUQUE CIFUENTES DIRECTOR 2.00 X 0 0 0 IAN BENJAMIN DIRECTOR 2.00 X 0 0 0 JILL BREGENZER DIRECTOR- STARTED 6/2023 2.00 X 0 0 0 YESENIA MATA DIRECTOR 2.00 X 0 0 0 MORGAN MONACO DIRECTOR- STARTED 6/2023 2.00 X 0 0 0 TUHINA DE O'CONNOR DIRECTOR 2.00 X 0 0 0 BROOKE RICHIE-BABBAGE DIRECTOR- STARTED 6/2023 2.00 X 0 0 0 AMARAH SEDREDDINE DIRECTOR 2.00 X 0 0 0 JOANNE SMITH DIRECTOR 2.00 X 0 0 0 SARAH BJ SUNG DIRECTOR 2.00 X 0 0 0 MARIKO TADA DIRECTOR 2.00 X 0 0 0 CHLOE BREYER DIRECTOR 2.00 X 0 0 0 RONDA KOTELCHUCK DIRECTOR- ENDED 6/2023 2.00 X 0 0 0 ROLAND LEWIS DIRECTOR- ENDED 6/2023 2.00 X 0 0 0 CAROLYN MCLAUGHLIN DIRECTOR- ENDED 6/2023 2.00 X 0 0 0 MEG BARNETTE PRESIDENT & CEO 40.00 X X 230003 0 15173 JENNIFER DODD VICE PRESIDENT, FINANCE & OPS 40.00 X 121453 0 38596 SONALI JHURANI VP, DEVELOPMENT & COMMUNICATIONS 40.00 X 102536 0 20751 453992 0 74520 3 0 1 0 0 771202 771202 MEMBERSHIP DUES 900099 440220 440220 CONFERENCE 900099 46163 46163 486383 29306 29306 OTHER INCOME 900099 75805 75805 CARES ACT - ERC 900099 3049 3049 78854 1365745 562188 0 32355 X 245177 175320 37481 32376 683368 490017 102909 90442 33408 22884 6264 4260 120853 82783 22659 15411 59260 40593 11110 7557 93345 48593 41720 3032 236783 123264 105829 7690 612 612 9491 4685 4806 29083 7914 21169 127584 98240 18499 10845 2685 2685 1175 1175 SERVICES AND EVENTS 84710 77616 6094 1000 DUES AND SUBSCRIPTIONS 46456 24633 19165 2658 OTHER 28810 21007 5347 2456 1802800 1217549 407524 177727 1249714 916768 495463 250000 4661 12829 33710 26357 22244 5288 4113 266222 304595 1775277 428572 3804793 1942419 51712 18961 167845 161635 2340890 923926 2560447 1104522 X 719346 488547 525000 349350 1244346 837897 3804793 1942419 -437055 30606 0 X 0 1 X 1 0 X 617641 405829 2103224 963374 771202 4861270 617641 405829 2103224 963374 771202 4861270 1952708 2908562 14492 1894 5502 11165 29306 62359 116160 35448 100950 118667 78854 450079 5373708 2257743 0.54130 0.53250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1028 3069 4097 1798703 1802800 240140 60035 0 0 105898 237286 241705 240140 825029 1237544 1547 4391 9162 4097 19197 26475 59322 60426 60035 206258 309387 640 1103 5676 1028 8447 26357 22244 4113 4113 RIGHT-OF-USE ASSET OPERATING LEASE 428572 428572 OPERATING LEASE 923926 923926 X 1436851 30606 40500 71106 1365745 0 1365745 1843300 40500 40500 1802800 0 1802800 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS A PUBLICLY SUPPORTED ORGANIZATION AS DESCRIBED IN CODE SECTION 509(A)(1) AND 170(B)(1)(A)(VI). THE ORGANIZATION IS ALSO A NONPROFIT MEMBERSHIP ORGANIZATION INCORPORATED UNDER THE LAWS OF THE STATE OF NEW YORK. ACCORDINGLY, THE ORGANIZATION IS NOT SUBJECT TO INCOME TAXES EXCEPT TO THE EXTENT IT HAS TAXABLE INCOME FROM ACTIVITIES THAT ARE NOT RELATED TO ITS EXEMPT PURPOSES. THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THESE TAX POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. NO PROVISION FOR INCOME TAXES WAS REQUIRED FOR THE YEAR ENDED DECEMBER 31, 2023. THE ORGANIZATION'S TAX RETURNS FOR THE 2018 FISCAL YEAR AND FORWARD ARE SUBJECT TO THE USUAL REVIEW BY THE APPROPRIATE AUTHORITIES. X X X 0 0 0 0 0 0 0 0 0 MEG BARNETTE PRESIDENT & CEO 230003 0 0 0 0 0 0 0 15173 0 245176 0 0 0 JENNIFER DODD VICE PRESIDENT, FINANCE & OPS 121453 0 0 0 0 0 0 0 38596 0 160049 0 0 0 PART III - LINE 1 NONPROFIT NEW YORK CHAMPIONS AND STRENGTHENS NONPROFITS THROUGH CAPACITY BUILDING AND ADVOCACY TO CULTIVATE A UNIFIED, JUST, AND POWERFUL SECTOR. FORM 990, PART III, LINE 4A CAPACITY BUILDING NONPROFIT NEW YORK PROVIDES HIGH-QUALITY CAPACITY BUILDING AND EDUCATIONAL PROGRAMMING TO NONPROFIT ORGANIZATIONS; CONNECTS NONPROFIT ORGANIZATIONS TO INFORMATION, RESOURCES, PARTNERS, AND EXPERTISE THAT ENHANCE THEIR GOVERNANCE, OPERATIONS, AND PROGRAMMING; AND STRIVES TO BE THE GO-TO SOURCE FOR INFORMATION ABOUT TRENDS AND POLICIES IMPACTING NONPROFITS' DAY-TO-DAY OPERATIONS. ANNUAL MEMBERSHIP WITH NONPROFIT NEW YORK PROVIDES PROFESSIONAL DEVELOPMENT FOR ALL STAFF MEMBERS, INCLUDING BOARD MEMBERS AND VOLUNTEERS; ACCESS TO SELF-DIRECTED LEARNING OPPORTUNITIES THAT ENHANCE MANAGEMENT, GOVERNANCE, AND TECHNOLOGY KNOW-HOW; SUPPORTIVE NETWORKS THAT HELP NONPROFITS OF EVERY SIZE AND ACROSS ALL SUBSECTORS; AN ONLINE MEMBER HUB WITH MORE THAN 500 RESOURCES SUCH AS TRAININGS, SECTOR-SPECIFIC REPORTS, AND CHECKLISTS; TOOLS AND TECHNOLOGY THAT STREAMLINE OPERATIONS AND ENABLE ADAPTABILITY; AND HR RESOURCES THAT HELP NONPROFITS BE THE EMPLOYERS THEY WANT AND NEED TO BE. 2023 ACCOMPLISHMENTS - MEMBERSHIP: NONPROFIT NEW YORK SERVES APPROXIMATELY 1,000 NONPROFIT ORGANIZATION MEMBERS AND WELCOMED 253 NEW NONPROFITS INTO OUR COMMUNITY IN 2023. - WORKSHOPS & TRAININGS: WE ALSO OFFERED 65 INTERACTIVE WORKSHOPS, EVENTS, AND FORUMS THROUGHOUT THE YEAR, WHICH WERE ATTENDED BY 2,000 NONPROFIT PROFESSIONALS. - NONPROFIT HELPLINE: OUR HELPLINE RECEIVED 301 INQUIRIES WITH MEMBERS REPORTING AN 87% SATISFACTION RATE AFTER THEIR CASES WERE RESOLVED. - MEMBER HUB: NONPROFIT NEW YORK COMPLETED A MAJOR REVAMP OF THE COMMUNITY, OUR ONLINE HUB ACCESSIBLE BY 8,700+ NONPROFIT PROFESSIONALS WORKING AT MEMBER ORGANIZATIONS, WHICH OFFERS A MEMBER FORUM TO FOSTER CONNECTION AND COLLABORATION; A ROBUST DATABASE OF CLOSELY VETTED VENDORS THAT SERVE THE SECTOR; A NONPROFIT HELPLINE, MORE THAN 500 TRAININGS, TOOLS, TEMPLATES AND TOOLKITS; AND OTHER INVALUABLE RESOURCES. THE COMMUNITY UPDATE ENSURES OUR MEMBER HUB IS MORE USER FRIENDLY AND ACCESSIBLE WHILE ALSO OFFERING EXPANDED INFORMATION ON OUR PROGRAMMING AND THE ABILITY TO RENEW MEMBERSHIP MORE SEAMLESSLY. - ANNUAL CONFERENCE: ON NOVEMBER 1, 2023, MORE THAN 300 NONPROFIT PROFESSIONALS GATHERED AT OUR 2023 ANNUAL CONFERENCE, A FULL-DAY EVENT FEATURING PANEL DISCUSSIONS, WORKSHOPS, KEYNOTE ADDRESS, AND NETWORKING OPPORTUNITIES. FORM 990, PART III, LINE 4B MEMBERSHIP AS A MEMBERSHIP ORGANIZATION SUPPORTING NONPROFITS IN NEW YORK, NONPROFIT NEW YORK STRIVES TO PROVIDE THE HOLISTIC, RESPONSIVE, AND FUTURE-ORIENTED SUPPORT THAT THESE ORGANIZATIONS REQUIRE TO ADVANCE THEIR MISSIONS AND ALIGN PRACTICES WITH THEIR VALUES. WE ARE COMMITTED TO PROVIDING A COMPREHENSIVE BENEFIT AND SERVICE MODEL THAT ENSURES NONPROFITS GAIN ACCESS TO SELF-DIRECTED LEARNING OPPORTUNITIES THAT ENHANCE MANAGEMENT, GOVERNANCE, AND TECHNOLOGY KNOW-HOW; SUPPORTIVE NETWORKS THAT HELP NONPROFITS OF EVERY SIZE AND ACROSS ALL SUBSECTORS; INFORMATION AND RESOURCES THAT ADDRESS THEIR MOST PRESSING CONCERNS IN REAL TIME; TOOLS AND TECHNOLOGY THAT STREAMLINE OPERATIONS AND ENABLE ADAPTABILITY; AND RESOURCES THAT HELP NONPROFITS BE THE EMPLOYERS THEY WANT AND NEED TO BE. 2023 ACCOMPLISHMENTS: - NONPROFIT NEW YORK SERVED APPROXIMATELY 1,000 NONPROFIT ORGANIZATION MEMBERS AND WELCOMED 253 NEW NONPROFITS INTO OUR COMMUNITY IN 2023. - APPROXIMATELY 86% OF OUR MEMBERS SURVEYED DURING THE RENEWAL PROCESS INDICATED OUR ORGANIZATION'S SERVICES AND RESOURCES MET THEIR NEEDS "WELL OR "VERY WELL." FORM 990, PART III, LINE 4C POLICY & ADVOCACY NONPROFIT NEW YORK BRINGS NONPROFITS TOGETHER ACROSS SECTOR, MISSION, AND SIZE TO ADVOCATE COLLECTIVELY FOR THE SUPPORT, RECOGNITION, AND RESPECT NONPROFITS DESERVE AND HEIGHTEN THE SECTOR'S ABILITY TO INFLUENCE DECISIONS THAT IMPACT THE COMMUNITIES AND INDIVIDUALS WE SERVE AND EMPLOY. WE WORK WITH PARTNER ORGANIZATIONS AND COALITIONS TO MAKE THE CASE TO POLICYMAKERS AND THE GENERAL PUBLIC THAT NONPROFITS DRIVE THE REGION'S ECONOMY; CREATE AND MAINTAIN THE SAFETY NET; ENABLE COMMUNITIES TO MAKE MEANING, ART, AND CHANGE TOGETHER; AND FACILITATE CIVIC ENGAGEMENT NEEDED TO FUEL OUR DEMOCRACY. NONPROFIT NEW YORK ALSO ENGAGES IN PUBLIC POLICY ADVOCACY AIMED AT ALLOWING NONPROFITS TO HAVE A VOICE IN POLICY MAKING AND ENSURING THAT NONPROFITS CAN FOCUS ON MISSION, RATHER THAN ADMINISTRATION. 2023 ACCOMPLISHMENTS - POLICY PRODUCTS: NONPROFIT NEW YORK RELEASED SEVERAL POLICY PRODUCTS TO EDUCATE THE NYC NONPROFIT SECTOR ON ISSUES CHALLENGING THE SECTOR INCLUDING AN ANNUAL POLICY PLATFORM; A WEBINAR ON PUBLIC SERVICE LOAN FORGIVENESS; LEGISLATIVE TRACKERS FOR CITY AND STATE POLICY PRIORITIES, POSITIONS, AND PROGRESS; 12 ROBUST POLICY ROUNDUP NEWSLETTERS THAT SHARED FEDERAL, STATE, AND CITY UPDATES AND ADVOCACY OPPORTUNITIES; AND A COMPREHENSIVE ANALYSIS REPORT OF THE RACIAL DEMOGRAPHICS OF NYC NONPROFIT LEADERSHIP. - POLICY FORUMS: NONPROFIT NEW YORK ALSO HOSTED TEN POLICY BRIEFINGS AND FORUMS, INCLUDING A PANEL DISCUSSION ON DISCRETIONARY CONTRACT REFORM AND A HALF-DAY SUMMIT ABOUT CLIMATE AND SPACE CHALLENGES IMPACTING THE SECTOR. - COALITIONS: NONPROFIT NEW YORK'S COALITION TO ADVANCE NONPROFITS (CAN) AND THE GOVERNMENT RELATIONS COUNCIL (GRC) PROVIDED SIGNIFICANT ADVICE, PERSPECTIVE, AND CROSS-SECTOR MOVEMENT-BUILDING OPPORTUNITIES. WE WELCOMED 25 NEW MEMBERS TO OUR COALITIONS IN 2023. - ADVOCACY SUCCESSES: NONPROFIT NEW YORK SUCCESSFULLY ADVOCATED FOR THE PASSAGE OF S5806(COMRIE)/A6940(SIMONE), WHICH AUTHORIZES NON-MEMBERSHIP NONPROFITS INCORPORATED IN NEW YORK TO CLASSIFY THEIR BOARDS THROUGH THEIR BY-LAWS. FORM 990, PART VI, SECTION A, LINE 6 NONPROFIT NEW YORK, INC. WAS INCORPORATED AS A MEMBERSHIP ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS SHALL HOLD AN ANNUAL MEETING TO ELECT DIRECTORS, AT THE DATE, PLACE AND TIME FIXED BY THE BOARD. AT THE ANNUAL MEETING OF MEMBERS, THE MEMBERS ENTITLED TO VOTE WHO ARE PRESENT IN PERSON OR BY PROXY, BY A PLURALITY OF THE VOTES CAST, SHALL ELECT DIRECTORS TO REPLACE THOSE WHOSE TERMS ARE EXPIRING TO A TERM OF THREE YEARS AND SHALL ELECT DIRECTORS TO FILL ANY NEWLY CREATED DIRECTORSHIPS. THE BOARD, BY VOTE OF A MAJORITY OF THE DIRECTORS THEN IN OFFICER, MAY CREATE NEW DIRECTORSHIPS AND ELECT DIRECTORS TO FILL THEM, AND MAY ELECT DIRECTORS TO FILL ANY VACANCIES AMONG THE DIRECTORS. THESE DIRECTORS SHALL SERVE UNTIL THE NEXT ANNUAL MEETING OF MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE AUDIT AND EXECUTIVE COMMITTEES AND APPROVED BY THE AUDIT COMMITTEE. IT IS THEN REPORTED AND DISTRIBUTED TO THE FULL BOARD. COPIES ARE PROVIDED FOR FULL BOARD REVIEW BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST FORMS MUST BE SUBMITTED BY OFFICERS, DIRECTORS, AND KEY EMPLOYEES ANNUALLY TO THE CHAIR OF THE AUDIT COMMITTEE. THE PRESIDENT & CEO REVIEWS THE FORM AND PREPARES A SUMMARY, IDENTIFYING ANY CONFLICTS. ANY CONFLICTS ARE DISCUSSED WITH THE BOARD CHAIR AND AUDIT COMMITTEE CHAIR. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT & CEO SUBMITS A REPORT ON HER ACCOMPLISHMENTS IN THE PRECEDING YEAR TO THE BOARD CHAIR. THE ORGANIZATION OBTAINS COMPARABLE SALARIES FOR EACH POSITION VIA GUIDESTAR AND NONPROFIT SALARY SURVEYS (INCLUDING NONPROFIT NEW YORK SURVEY OF ITS MEMBERS) AND DOCUMENTS THE RESEARCH AS PART OF YEARLY BUDGET PREPARATION. THE PRESIDENT & CEO MEETS WITH THE BOARD CHAIR TO REVIEW PREVIOUS YEAR'S PERFORMANCE. THE BOARD CHAIR PROPOSES SALARY FOR THE UPCOMING YEAR. THE PRESIDENT & CEO'S SALARY IS PRESENTED TO THE EXECUTIVE COMMITTEE AS PART OF THE BUDGET FOR THE UPCOMING FISCAL YEAR. IF APPROVED BY THE COMMITTEE, THE PRESIDENT & CEO'S SALARY IS SUBMITTED TO THE FULL BOARD OF DIRECTORS FOR APPROVAL AS PART OF THE PROPOSED BUDGET. FORM 990, PART VI, SECTION C, LINE 19 NONPROFIT NEW YORK, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE AUDITED FINANCIAL STATEMENTS, ANNUAL REPORT AND FORM 990 ARE AVAILABLE ON THE WEBSITE: HTTPS://WWW.NONPROFITNEWYORK.ORG. FORM 990, PART IX, LINE 11G CONTRACTED FEES: PROGRAM SERVICE EXPENSES 123,264. MANAGEMENT AND GENERAL EXPENSES 105,829. FUNDRAISING EXPENSES 7,690. TOTAL EXPENSES 236,783.