Form 990 for tax year 2023

Totals

Total revenue

$1,814,274

Total expenses

$2,232,140

Contributions and grants received

$1,004,804

Grants paid

$0

Program service revenue

$716,602

Investment income

$47,238

Other revenue

$45,630

Total assets, end of year

$1,772,480

Total liabilities, end of year

$352,740

Net assets or fund balances, end of year

$1,419,740

Program services expenses (Part IX)

$1,753,688

Management and general expenses

$300,718

Fundraising expenses

$177,734

Program service expenses (Part III)

$1,753,688

Program services were 78.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2023

• INNOVATE LEARNING: THE NORTH CAROLINA CENTER FOR NONPROFITS TRAINED 4,289 COMMUNITY LEADERS THIS YEAR THROUGH 71 PRESENTATIONS, WEBINARS, AND WORKSHOPS ACROSS THE STATE ABOUT BEST PRACTICES IN NONPROFIT GOVERNANCE, LEADERSHIP, AND MANAGEMENT. THESE TRAININGS PROVIDED OPPORTUNITIES FOR NONPROFIT BOARD AND STAFF MEMBERS TO STRENGTHEN COMMUNITY ASSETS, EXCHANGE SOLUTIONS TO PROBLEMS, SHARE THE LESSONS THEY HAVE LEARNED, AND OFFER SUPPORT TO EACH OTHER IN THEIR CHALLENGING WORK. TOPICS INCLUDED CUSTOMIZING DIRECT MAIL APPEALS, CRAFTING COMPELLING MESSAGES TO ATTRACT DONORS, LEVERAGING AI, BEST PRACTICES FOR MONTH-END CLOSE, AND SHARING UPDATES ABOUT THE DEPARTMENT OF LABOR OVERTIME RULE. DURING THESE TRAINING ACTIVITIES, WE: - EDUCATED 443 NONPROFIT LEADERS ABOUT EMERGING ISSUES AND BEST PRACTICES AT OUR 2023 STATEWIDE CONFERENCE. THIS TWO-DAY IN-PERSON CONFERENCE FEATURED A KEYNOTE FROM DONNA MURRAY-BROWN, WHO SHARED A PRESENTATION FOCUSED ON EXPLORING TEAM DEVELOPMENT AS A STRATEGY FOR SUSTAINABILITY. THE EVENT FEATURED 13 SESSIONS TACKLING A WIDE VARIETY OF NONPROFIT MANAGEMENT TOPICS AS WELL AS A LEGAL COMPLIANCE WORKSHOP, NETWORKING OPPORTUNITIES, AND AN EXHIBITOR HALL. - PARTNERED WITH DAWN CRAWFORD OF BC/DC IDEAS TO OFFER THE WEBINAR "KIND BOSS: BUILD STRENGTH IN COLLABORATION" TO 185 REGISTRANTS. - COLLABORATED WITH NONPROFIT CAPACITY BUILDERS IN NORTH CAROLINA TO OFFER SEVEN NONPROFIT POLICY CONVERSATIONS TO BRING TOGETHER NONPROFIT LEADERS AND LOCAL ELECTED OFFICIALS TO DISCUSS PUBLIC POLICY ISSUES THAT ARE IMPORTANT TO CHARITABLE NONPROFITS AND THE PEOPLE AND COMMUNITIES THEY SERVE. EDI ROUNDTABLES FOR NONPROFIT EXECUTIVES: THE CENTER CONTINUED BUILDING UPON ITS "WALKING THE TALK: EQUITY, DIVERSITY, AND INCLUSION IN NORTH CAROLINA NONPROFITS" INITIATIVE WHICH ENDEAVORS TO SUPPORT THE CAPACITY OF NONPROFITS TO CREATE CHANGE BY EDUCATING NONPROFIT DECISION-MAKERS ON THE ISSUES OF RACE EQUITY AND IMPLICIT BIAS, ACCOMPANIED BY CHANGES IN ACTION, LEADING TO MEASURABLE RESULTS. THE CENTER'S THIRD OFFERING OF ITS FIVE-SESSION SERIES, "EDI ROUNDTABLES FOR NONPROFIT EXECUTIVES - BRAVE SPACES FOR BOLD ACTION" WAS OFFERED FEBRUARY-MARCH 2024 WITH CLOSE TO 50 PARTICIPANTS. THIS EXECUTIVE LEADERSHIP PROGRAM WILL CONTINUE TO FOCUS ON THE RACIAL LEADERSHIP GAP, THE GENERATIONAL LEADERSHIP GAP, AND THE POLICIES, PRACTICES, AND ORGANIZATIONAL CULTURES IN NONPROFITS THAT EXACERBATE THESE GAPS. NONPROFIT MANAGEMENT INSTITUTE: SINCE SEPTEMBER 2020, THE CENTER HAS OFFERED ITS "NONPROFIT MANAGEMENT INSTITUTE" (NPMI) TWICE A YEAR, ONCE IN THE SPRING AND ONCE IN THE FALL. THIS LEARNING COHORT OF NONPROFIT EXECUTIVES, MANAGERS, AND BOARD LEADERS GATHERS VIRTUALLY TO ASSESS THEIR ORGANIZATIONS' MANAGEMENT PRACTICES, IDENTIFY SUCCESSES AND CHALLENGES, BUILD CAPACITY WHERE THERE ARE GAPS, AND WORK TOWARDS LONG-TERM SUSTAINABILITY. WE ARE EXCITED TO ADD THAT LOCAL FUNDERS HAVE PROVIDED SCHOLARSHIPS TO THEIR GRANTEES TO PARTICIPATE IN THE INSTITUTE AND GRADUATE WITH A NONPROFIT MANAGEMENT INSTITUTE CERTIFICATE. TO DATE, OVER 400 NONPROFIT LEADERS HAVE GRADUATED FROM THE NONPROFIT MANAGEMENT INSTITUTE AND OUR FIRST IN PERSON "NPMI MASTER CLASS" TOOK PLACE IN NOVEMBER 2024. CENTERED MANAGED SOLUTIONS: FOLLOWING A SUCCESSFUL CMS PILOT PROGRAM IN 2022, WHEREIN THE CENTER WORKED WITH THE NORTH CAROLINA PARTNERSHIP FOR CHILDREN TO MAKE THIS SERVICE AVAILABLE FOR 11 OF THEIR LOCAL PARTNERSHIPS (LPS) AT NO COST, THE CENTER ENGAGED 19 Z. SMITH REYNOLDS FOUNDATION AND NEWLY ADDED THE CAMBER GRANTEES (MOSTLY RURAL-BASED AND BILPOC-LED) TO PARTICIPATE IN THE PROGRAM IN 2023- 2024. THE CENTER CONTINUED ITS PARTNERSHIP WITH THE UNC SCHOOL OF GOVERNMENT ON CAPACITY-BUILDING RESEARCH TO HELP DOCUMENT OUR CMS APPROACH, PLANNING, IMPLEMENTATION, AND EVALUATION.

  Expenses $884,556 · Revenue $600,233

• CHAMPION THE SECTOR: WE ADVOCATED FOR A POSITIVE POLICY ENVIRONMENT TO SUPPORT THE WORK OF 501 (C)(3) NONPROFITS THROUGHOUT NORTH CAROLINA SO THAT THESE ORGANIZATIONS CAN MORE EFFECTIVELY DELIVER PROGRAMS AND SERVICES TO HELP COMMUNITIES ACROSS THE STATE. SOME EXAMPLES OF SPECIFIC RESULTS INCLUDE: - KEPT THE NONPROFIT SECTOR UNITED ON FEDERAL, STATE, AND LOCAL TAX POLICY ISSUES AFFECTING THE TAX-EXEMPT STATUS OF 501(C)(3) NONPROFITS AND AFFECTING THE OPERATIONS OF NONPROFIT ORGANIZATIONS. - ADVOCATED ON STATE AND FEDERAL LEGISLATION AND RULES TO ENSURE THE SUSTAINABILITY OF CHARITABLE ORGANIZATIONS AND TO HELP NONPROFITS SAVE TIME AND MONEY. EXAMPLES INCLUDE ADVOCACY TO MODERNIZE STATE NONPROFIT CORPORATION AND CHARITABLE SOLICITATION LAWS, TO SIMPLIFY THE STATE SALES TAX EXEMPTION PROCESS FOR 501(C)(3) NONPROFITS, TO MINIMIZE RED TAPE FOR NONPROFITS THAT PROVIDE PUBLIC SERVICES THROUGH GOVERNMENT GRANTS AND CONTRACTS, AND TO INCREASE INCENTIVES FOR ALL NORTH CAROLINIANS TO GIVE GENEROUSLY TO SUPPORT THE WORK OF CHARITABLE NONPROFITS THROUGH CHANGES TO FEDERAL AND STATE TAX LAWS. - TRACKED DOZENS OF BILLS IN THE NC GENERAL ASSEMBLY AND CONGRESS THAT COULD AFFECT NONPROFITS IN A WIDE VARIETY OF WAYS. - KEPT NONPROFIT STAFF AND BOARD MEMBERS ACROSS THE STATE INFORMED THROUGH WEEKLY EMAIL UPDATES, SOCIAL MEDIA POSTINGS, AND ONLINE WORKSHOPS. - PROVIDED TRAINING AND WRITTEN MATERIALS TO HELP NORTH CAROLINA NONPROFITS UNDERSTAND THE IMPLICATIONS OF THE STATE BUDGET AND OTHER RECENTLY ENACTED STATE AND FEDERAL LAWS FOR THEIR ORGANIZATIONS' FUNDRAISING AND OPERATIONS. THE CENTER CONTINUED TO TRACK TRENDS IN THE ECONOMIC IMPACT AND FISCAL HEALTH OF NORTH CAROLINA'S CHARITABLE NONPROFIT SECTOR.

  Expenses $235,061 · Revenue $8,601

• VALUE OUR MEMBERS: THE NORTH CAROLINA CENTER FOR NONPROFITS PROVIDED A RANGE OF MEMBER BENEFITS, PROGRAMS, AND SERVICES DESIGNED TO ENHANCE KNOWLEDGE OF NONPROFIT MANAGEMENT. OVER 6,500 BOARD MEMBERS, STAFF, AND VOLUNTEERS FROM MORE THAN 1,100 MEMBER NONPROFITS BENEFITED FROM THESE OFFERINGS. BY THE END OF FY23 -24, THE CENTER HAD A TOTAL OF 1,081 MEMBERS, INCLUDING 315 NEW MEMBERS. MEMBERS HAVE EXCLUSIVE ACCESS TO OVER 800 VETTED RESOURCES THROUGH THE CENTER'S COMPREHENSIVE ONLINE RESOURCE LIBRARY. ADDITIONALLY, THEY CAN SUBMIT INQUIRIES ON NONPROFIT MANAGEMENT TOPICS-FROM BOARD GOVERNANCE TO PUBLIC POLICY-VIA THE MEMBER ASSISTANCE TOOL, WHERE STAFF PROVIDE EXPERT GUIDANCE. IN TOTAL, THE CENTER MANAGED 72 MEMBER ASSISTANCE CASES, WITH THE MOST COMMON INQUIRIES FOCUSED ON FUNDRAISING & PHILANTHROPY, FINANCIAL MANAGEMENT, BOARD GOVERNANCE, LEGAL ISSUES, AND HUMAN RESOURCES. THE CENTER ALSO DELIVERS PRO BONO SUPPORT ACROSS SIX KEY PROGRAM AREAS: LEGAL, MARKETING, HUMAN RESOURCES, ACCOUNTING, COACHING, AND EXECUTIVE TRANSITION. IN FY23-24, THE CENTER RESPONDED TO 186 PRO BONO CASES-84 IN LEGAL, 38 IN ACCOUNTING, 30 IN HUMAN RESOURCES, 16 IN COACHING, 16 IN MARKETING, AND 2 IN EXECUTIVE TRANSITION. MEMBERS ENJOY A RANGE OF ADDITIONAL BENEFITS, INCLUDING DISCOUNTS ON WEBINARS, PUBLICATION DOWNLOADS, AND PRODUCTS AND SERVICES FROM THE CENTER'S MONEY SAVING PARTNERS PROGRAM. THEY ALSO RECEIVE MONTHLY E-NEWSLETTERS AND ARE INVITED TO PROVIDE FEEDBACK THROUGH AN ANNUAL MEMBERSHIP SURVEY. IN FY23-24, THERE WERE 464 TOTAL PUBLICATION DOWNLOADS, WITH 376 FROM MEMBERS AND 88 PURCHASED BY NON-MEMBERS. THE FY23-24 ANNUAL SURVEY RECEIVED 159 RESPONSES, FURTHER ENHANCING THE CENTER'S ONGOING COMMITMENT TO MEETING MEMBER NEEDS. THE CENTER SUCCESSFULLY LAUNCHED THREE MEMBERSHIP CAMPAIGNS TARGETING NEW AND LAPSED MEMBERS, GENERATING 20,739 IN REVENUE FROM 43 PARTICIPANTS. ADDITIONALLY, THE CENTER RENEWED ITS GROUP MEMBERSHIP WITH THE NC PARTNERSHIP FOR CHILDREN FOR A THIRD CONSECUTIVE YEAR, WHILE RETAINING GROUP MEMBERSHIPS WITH HANDSON NORTHWEST NORTH CAROLINA, WHICH WELCOMED A NEW COHORT, AND THE HARRELSON CENTER, WHICH COMMITTED TO A TWO-YEAR MEMBERSHIP IN 2022. BY THE END OF THE YEAR, THE CENTER CONCLUDED WITH A SURPLUS OF 23,925 IN MEMBERSHIP DUES REVENUE. THE CENTER MADE BY-LAW CHANGES IN THE FALL OF 2022, GRANTING MEMBERS VOTING RIGHTS. AS A RESULT, THE CENTER DRAFTED A MEMBER AGREEMENT OUTLINING THE BENEFITS RECEIVED BY MEMBERS, VOTING PROCEDURES, AND OTHER TERMS OF MUTUAL AGREEMENT. THE CENTER HAS CONTINUED TO HOST ITS ANNUAL MEETING, PROVIDING AN OPPORTUNITY FOR MEMBERS TO ENGAGE WITH CENTER STAFF, REVIEW THE ORGANIZATION'S ACHIEVEMENTS, AND SEE FUTURE GOALS. THE CENTER HAS ALSO RESUMED NOMINATIONS AND BOARD ELECTIONS FOR MEMBERS TO VOTE FOR NEW BOARD MEMBERS, ENSURING THAT THE LEADERSHIP REMAINS REPRESENTATIVE OF THE COMMUNITY'S INTERESTS AND ALIGNED WITH THE CENTER'S MISSION. THROUGH THIS TRADITION, THE CENTER FOSTERS TRANSPARENCY, ENCOURAGES ACTIVE PARTICIPATION, AND STRENGTHENS ITS COMMITMENT TO INCLUSIVITY AND MEMBER- DRIVEN DECISION-MAKING. THE CENTER HAS BEEN MORE INTENTIONAL WITH MARKETING MEMBER BENEFITS ACROSS SOCIAL PLATFORMS. SOCIAL MEDIA MARKETING HAS BOOSTED THE CENTER'S ENGAGEMENT BY EXPANDING ITS REACH AND FOSTERING MORE CONNECTIONS WITH BOTH CURRENT AND POTENTIAL MEMBERS. THROUGH TARGETED POSTS AND CONSISTENT MONTHLY CONTENT SHARING ACROSS PLATFORMS, THE CENTER HAS BEEN ABLE TO RAISE AWARENESS ABOUT MEMBER BENEFITS IN A MORE INTERACTIVE AND IMMEDIATE WAY. THE CENTER HOPES TO CONTINUE TO GENERATE INCREASED INTERACTION, LEADING TO HIGHER LEVELS OF PARTICIPATION AND A BROADER AUDIENCE. THIS STRATEGIC USE OF SOCIAL MEDIA HAS NOT ONLY ENHANCED VISIBILITY BUT ALSO DEEPENED THE CENTER'S RELATIONSHIP WITH ITS COMMUNITY. THE CENTER LAUNCHED ITS NEW WEBSITE WHICH ENHANCED FEATURES DESIGNED TO BETTER SERVE OUR MEMBERS BY PROVIDING A MORE USER-FRIENDLY AND INTERACTIVE EXPERIENCE. WITH AN INTUITIVE DESIGN, MEMBERS CAN EASILY ACCESS RESOURCES, STAY UPDATED ON EVENTS, AND ENGAGE WITH EXCLUSIVE CONTENT. THE WEBSITE ALSO OFFERS A STREAMLINED MEMBERSHIP RENEWAL PROCESS, ALLOWING FOR QUICKER, HASSLE-FREE INTERACTIONS. ADDITIONALLY, MEMBERS CAN TAKE ADVANTAGE OF A PERSONALIZED USER LANDING PAGE, WHERE THEY CAN TRACK THEIR USER ACCOUNTS ON THEIR ORGANIZATION ACCOUNT AND PURCHASES. OVERALL, THE NEW WEBSITE EMPOWERS MEMBERS BY MAKING IT EASIER TO ACCESS INFORMATION, STAY CONNECTED, AND FULLY ENGAGE WITH THE CENTER'S OFFERINGS.

  Expenses $303,884

• CULTIVATE CONNECTIONS: THE CENTER OFFERED OPPORTUNITIES FOR BOTH NONPROFITS AND BUSINESSES TO PROMOTE THEIR PROGRAMS, SERVICES, PRODUCTS, OR OPEN STAFF POSITIONS TO NORTH CAROLINA NONPROFITS. THE CENTER HAD ALMOST 50 BUSINESSES LISTED IN ITS BUSINESS FINDER DIRECTORY, A SEARCHABLE DATABASE FOR NONPROFITS LOOKING FOR SERVICES AROUND ACCOUNTING, DIVERSITY, EQUITY, AND INCLUSION, INSURANCE SERVICES, AND TECHNOLOGY. NC NONPROFIT CAREERS, THE CENTER'S ONLINE JOBS BOARD, PROVIDED OVER 700 JOB POSTINGS FOR JOB SEEKERS LOOKING TO WORK IN NORTH CAROLINA'S NONPROFIT SECTOR. THE NONPROFIT MARKETPLACE BROUGHT 24 EXHIBITORS AT THE IN-PERSON 2023 CONFERENCE. IN FY23 THE CENTER OFFERED THREE PUBLICATIONS: PRINCIPLES & PRACTICES: BEST PRACTICES FOR NORTH CAROLINA NONPROFITS WAS DOWNLOADED 269 TIMES (FREE TO MEMBERS); TOOLKIT FOR ORGANIZATIONAL RESILIENCY WAS DOWNLOADED 95 TIMES; AND THE LEGAL COMPLIANCE CHECKLIST FOR NORTH CAROLINA NONPROFITS WAS DOWNLOADED 372 TIMES. STRIVE TO MODEL BEST PRACTICES: THE CENTER CONTINUES ITS ONGOING WORK TO BETTER UNDERSTAND THE CAPACITY BUILDING CHALLENGES NONPROFITS FACE, THE MAKE-UP OF ITS CURRENT AND POTENTIAL MEMBERS AND PROGRAM AUDIENCE, POTENTIAL REVENUE OPPORTUNITIES, AND OPERATION COSTS. THE CENTER WELCOMED A NEW PRESIDENT AND CEO IN FEBRUARY 2024. THE FOCUS FOR THE CENTER DURING THIS TRANSITION TIME HAS BEEN TO THINK STRATEGICALLY ABOUT THE CENTER'S BUSINESS MODEL, ORGANIZATIONAL CAPACITY, AND CONTINUE TO EVALUATE POLICIES AND BENEFIT PROGRAMS TO ENSURE EQUITY AND REDUCE UNNECESSARY BARRIERS FOR EMPLOYEES. BECAUSE MANY NONPROFITS EXPERIENCE CHALLENGES IN PROVIDING AND NAVIGATING HEALTH INSURANCE BENEFITS TO THEIR EMPLOYEES, THE CENTER IS WORKING TO LAUNCH AN ASSOCIATION HEALTH PLAN IN 2025. THIS WILL ALLOW NONPROFIT EMPLOYERS TO BRING THEIR PURCHASING POWER TO THE BENEFITS NEGOTIATION PROCESS AND GIVES NONPROFITS ANOTHER OPTION FOR PROVIDING HEALTH INSURANCE BENEFITS TO THEIR EMPLOYEES. THE AHP OFFERS A VARIETY OF MEDICAL, DENTAL, AND VISION PLANS AT COMPETITIVE, DISCOUNTED GROUP RATES. THE CENTER CONTINUES TO UTILIZE VARIOUS TECHNOLOGY PLATFORMS TO DELIVER AND EXPAND PROGRAMS AND SERVICES FOR NONPROFITS. THE CENTER LAUNCHED A NEW WEBSITE IN JUNE 2024 TO HELP DELIVER PRODUCTS AND SERVICES MORE EFFICIENTLY TO NONPROFITS.

  Expenses $330,187 · Revenue $107,768

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type

form_990

Tax year

2023

Filed

28 April 2025

IRS schema version

2023v6.0

Source object

202501229349302905

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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