2024-11-12T12:00:49-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990EZ 2023-01-01 042971962 NEW ENGLAND DEVELOPMENT RESEARCH ASSOCIATION INC NEWE 7818941457 465 WAVERLEY OAKS ROAD 421 WALTHAM MA 02452 ELIZABETH DILL PRESIDENT 7818941457 2024-11-04 1 0 DANIELLE NIHILL P01350943 7819821001 2024-11-04 2023 2024-10-15 13:58:12Z X X WWW.NEDRA.ORG X X 164746 X 670 128221 34726 1129 164746 1862 136879 6194 30960 175895 -11149 264686 0 253537 264686 253537 264686 253537 0 0 264686 253537 X TO EMPOWER INDIVIDUALS AND ORGANIZATIONS INVOLVED IN DEVELOPMENT RESEARCH, ANALYTICS, PROSPECT MANAGEMENT, AND INTERSECTING FIELDS THROUGH PROFESSIONAL DEVELOPMENT, EDUCATION, NETWORKING, AND ADVOCACY. ANNUAL CONFERENCE: ANNUAL 2-DAY EVENT PRESENTED BY NEW ENGLAND DEVELOPMENT RESEARCH ASSOCIATION, OFFERING A VARIETY OF SESSIONS AND NETWORKING OPPORTUNITIES FOR PROSPECT RESEARCH PROFESSIONALS OF ALL LEVELS. 0 79265 VIRTUAL AND IN-PERSON PROGRAMS INCLUDE:- PROSPECT RESEARCH ANALYTICS WORKSHOP: A PROGRAM FOCUSED ON UTILIZING ANALYTICAL TECHNIQUES TO PRIORITIZE AND SEGMENT CONSTITUENTS FOR PROSPECT MANAGEMENT WORKFLOWS BY EMPLOYING THESE TECHNIQUES USING EXCEL AND SHEETS, BUT WILL COVER HOW TO INCORPORATE THOSE PROCESSES WITHIN R. - GATHERING DATA TO DEVELOP INCLUSIVE ENGAGEMENT STRATEGIES PROGRAM: A SESSION ON HOW TO CREATE BETTER PRACTICES AS IT RELATES TO THE COLLECTION, STORAGE, AND USE OF IDENTITY DATA FOR MORE INCLUSIVE FUNDRAISING EFFORTS. - HOW TO MAKE YOUR NEWS DIGEST MORE STREAMLINED AND ACTIONABLE PROGRAM: INSIGHTS INTO HOW DFCI COMPILES AND FORMATS THE NEWS TO BE THE MOST HELPFUL FOR GIFT OFFICERS.- VINO (VERY INFORMAL NETWORKING OPPORTUNITY) EVENTS: OFFER PROSPECT DEVELOPMENT PROFESSIONALS A CHANCE TO MEET AND SOCIALIZE. - RESEARCH BASICS BOOTCAMP: A FULL DAY OF INSTRUCTION IN THE ESSENTIALS OF PROSPECT RESEARCH. THIS TRAINING IS A MUST FOR THOSE NEW TO RESEARCH OR THOSE WHO HAVE HAD RESEARCH ADDED TO THEIR ROLES. - HIGH FINANCE FOR PROSPECT RESEARCHERS : PRIVATE EQUITY AND HEDGE FUND PROGRAM: A ONE-DAY COURSE EXAMINES INVESTMENT MANAGERS IN THE ALTERNATIVES SUBSECTOR: PRIVATE EQUITY (BUYOUT AND VENTURE CAPITAL) AND HEDGE FUND BUSINESSES.- APPLIED PROSPECT RESEARCH ANALYTICS WORKSHOP: A WORKSHOP FOCUSED ON HOW TO APPLY ANALYTICS TO COMMON PROSPECT MANAGEMENT WORKFLOWS, SUCH AS ADDRESSING THE HEALTH OF YOUR DATA, MAKING SENSE OF YOUR WEALTH SCREENING INFORMATION, OPTIMIZING PORTFOLIOS, AND DASHBOARD CREATION. - BEGINNER/INTERMEDIATE MICROSOFT EXCEL AND WORD WORKSHOP: A WORKSHOP ON HOW TO USE MICROSOFT EXCEL TO COMBINE AND COMPARE DIFFERENT DATA SETS, FILTER AND SLICE DATA, CREATE VISUAL AIDS TO COMMUNICATE KPIS AND BETTER UNDERSTAND DONORS AND FUNDRAISING GOALS. - INDEPENDENT SCHOOLS THINK TANK PROGRAM: DISCUSSION ON RESEARCH IN INDEPENDENTS SCHOOLS, SOFTWARE USED, RESEARCH ON INTERNATIONAL FAMILIES TIPS AND TRICKS, AND BEST PRACTICES FOR NEW FAMILY RESEARCH. - CHURN, BABY, CHURN: APPROACHES FOR ANALYZING PORTFOLIO SATURATION AND PIPELINE MOVEMENT PROGRAM: SESSION ABOUT CASE STUDIES ON HOW THE GEORGE WASHINGTON UNIVERSITY AND UNIVERSITY OF CINCINNATI EACH APPROACHED THIS CHALLENGE, FOLLOWED BY AN INTERACTIVE DISCUSSION ON HOW PARTICIPANTS CAN DEVELOP THEIR OWN SOLUTIONS.- DUE DILIGENCE PROGRAM: SESSION ON HOW STANFORD UNIVERSITY'S MEDICAL CENTER DEVELOPMENT OFFICE WORKED TO CREATE METHODS, POLICIES AND PROCEDURES TO LIMIT STANFORD'S REPUTATIONAL RISK AND BUILD A ROBUST, FLEXIBLE DUE DILIGENCE PROGRAM. 0 3688 82953 X ELIZABETH DILL PRESIDENT 3.00 0 0 0 JOLENE CROSBY-JONES TREASURER 3.00 0 0 0 STEPHANIE SNOW SECRETARY 3.00 0 0 0 EMILY DONOHUE VICE PRESIDENT 3.00 0 0 0 APRIL GENUNG DIRECTOR 3.00 0 0 0 ERIN GIANNI DIRECTOR 3.00 0 0 0 RUTHIE GILES DIRECTOR 3.00 0 0 0 STEVE GRIMES DIRECTOR 3.00 0 0 0 BECKY KREMENITZER DIRECTOR 3.00 0 0 0 JAMIE LEWIS DIRECTOR 3.00 0 0 0 COLLEEN O'DONNELL DIRECTOR 3.00 0 0 0 SCOTT ROSENSWEIG DIRECTOR 3.00 0 0 0 X 0 0 0 0 0 0 0 0 CENTER FOR ASSOCIATION MGMT INC 465 WAVERLEY OAKS ROAD SUITE 421 WALTHAM MA 02452 7818941457 0 0 0 0 0 0 0 FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE DESCRIPTION: JOB POSTINGS. AMOUNT: 1,031. DESCRIPTION: INTEREST INCOME. AMOUNT: 98. TOTAL TO FORM 990-EZ, LINE 8: 1,129. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: PROGRAM SERVICE . AMOUNT: 3,688. DESCRIPTION: BANK FEES. AMOUNT: 4,812. DESCRIPTION: TRAVEL. AMOUNT: 10,990. DESCRIPTION: GRANTS. AMOUNT: 11,470. TOTAL TO FORM 990-EZ, LINE 16: 30,960. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.