Civic Intelligence

Napo Inc.

990 • Fiscal year 2017 • EIN 31-1601644

Oct 01, 2016 to Sep 30, 2017 • Filed on Aug 08, 2018

1120 Route 73 No 200Mount Laurel, NJ 08054

(856) 380-6828

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

79th percentile

0.47x

Higher debt load relative to assets than 79% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

72nd percentile

0.34x

Higher debt load relative to revenue than 72% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

49th percentile

2.6%

Higher net margin than 49% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

38th percentile

0.3%

Faster revenue growth than 38% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$1,266,334

Up $127,476 (+11%) from 2016

Net Assets

Up

$671,989

Up $132,909 (+25%) from 2016

Liabilities

Down

$594,345

Down $5,433 (-0.9%) from 2016

Revenue

Up

$1,745,284

Up $5,635 (+0.3%) from 2016

Expenses

Up

$1,699,420

Up $18,129 (+1.1%) from 2016

Net Income

Down

$45,864

Down $12,494 (-21%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,441,257Liabilities 2010: $503,828Net Assets 2010: $937,4292010Assets 2011: $1,388,831Liabilities 2011: $482,076Net Assets 2011: $906,7552011Assets 2012: $1,637,345Liabilities 2012: $608,279Net Assets 2012: $1,029,0662012Assets 2013: $1,335,747Liabilities 2013: $528,215Net Assets 2013: $807,5322013Assets 2014: $1,072,506Liabilities 2014: $571,452Net Assets 2014: $501,0542014Assets 2015: $1,052,597Liabilities 2015: $601,599Net Assets 2015: $450,9982015Assets 2016: $1,138,858Liabilities 2016: $599,778Net Assets 2016: $539,0802016Assets 2017: $1,266,334Liabilities 2017: $594,345Net Assets 2017: $671,9892017Assets 2018: $1,401,826Liabilities 2018: $633,273Net Assets 2018: $768,5532018Assets 2019: $1,668,827Liabilities 2019: $667,660Net Assets 2019: $1,001,1672019Assets 2020: $1,530,430Liabilities 2020: $485,139Net Assets 2020: $1,045,2912020Assets 2021: $1,739,003Liabilities 2021: $465,658Net Assets 2021: $1,273,3452021Assets 2022: $1,083,308Liabilities 2022: $415,652Net Assets 2022: $667,6562022Assets 2024: $914,854Liabilities 2024: $355,996Net Assets 2024: $558,8582024

Highlighted filing

2017

Assets$1,266,334
Liabilities$594,345
Net Assets$671,989

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,519,2302010Expenses 2011: $1,599,8262011Expenses 2012: $1,742,3402012Expenses 2013: $2,009,9862013Revenue 2014: $1,749,049Expenses 2014: $1,988,883Net Income 2014: -$239,8342014Revenue 2015: $1,779,502Expenses 2015: $1,777,280Net Income 2015: $2,2222015Revenue 2016: $1,739,649Expenses 2016: $1,681,291Net Income 2016: $58,3582016Revenue 2017: $1,745,284Expenses 2017: $1,699,420Net Income 2017: $45,8642017Revenue 2018: $1,594,878Expenses 2018: $1,530,756Net Income 2018: $64,1222018Revenue 2019: $1,855,494Expenses 2019: $1,687,005Net Income 2019: $168,4892019Revenue 2020: $1,418,858Expenses 2020: $1,445,486Net Income 2020: -$26,6282020Revenue 2021: $1,705,792Expenses 2021: $1,615,672Net Income 2021: $90,1202021Revenue 2022: $1,643,144Expenses 2022: $1,957,199Net Income 2022: -$314,0552022Revenue 2024: $1,212,880Expenses 2024: $1,531,916Net Income 2024: -$319,0362024

Highlighted filing

2017

Revenue$1,745,284
Expenses$1,699,420
Net Income$45,864
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Aug 8, 2018
Return Version
2016v3.0
Gross Receipts
$1,745,284
Mission and Program Overview

Mission

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.

See page 2, part iii, line 1 for a description of the organization's mission.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$861,944$929,798▲ $67,854
Cash and Non-Interest-Bearing Accounts$259,735$210,730▼ $49,005
Prepaid Expenses and Deferred Charges$14,224$72,510▲ $58,286
Savings and Temporary Cash Investments$2,955$53,296▲ $50,341
Land, Buildings, and Equipment, Net$0--
Total Assets$1,138,858$1,266,334▲ $127,476
Liabilities
Deferred Revenue$588,075$580,210▼ $7,865
Accounts Payable and Accrued Expenses$11,703$14,135▲ $2,432
Total Liabilities$599,778$594,345▼ $5,433
Net Assets / Fund Balance
Unrestricted Net Assets$485,697$612,943▲ $127,246
Temporarily Rstr Net Assets$53,383$59,046▲ $5,663
Total Net Assets Fund Balance$539,080$671,989▲ $132,909
Total Liabilities and Net Assets / Fund Balance$1,138,858$1,266,334▲ $127,476
Compensation and Service Providers

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Association Headquarters INCManagement Svcs1120 ROUTE 73 SUITE 200, Mt Laurel, NJ 08054$958,621
Revenue and Support

Revenue Composition

Contributions and Grants
$942,004
Program Service Revenue
$742,505
Investment Income
$36,663
Other Revenue
$24,112
Change in Net Assets
$45,864

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,739,699
Revenue Not Reported on Financial Statements
$5,585
Revenue Not Reported on Form 990
$87,045
Other Revenue Adjustments
$5,585
Total Revenue per Audited Statements
$1,826,744
Total Revenue per Form 990
$1,745,284
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,697,152
Grants and Similar Amounts Paid$2,268
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$373,063$608,682-$981,745
Conferences and Meetings$298,805--$298,805
Office Expenses$36,221$104,521-$140,742
Information Technology$27,511$41,022-$68,533
Travel$7,031$58,406-$65,437
Other Expenses$30,328$9,540-$39,868
Fees for Services Other$21,162$12,750-$33,912
Fees for Services Legal-$25,004-$25,004
Insurance$1,388$21,133-$22,521
Advertising$15,000--$15,000
Fees for Service Investment Mgmnt Fees-$5,585-$5,585
Grants to Domestic Individuals$2,268--$2,268
Total Functional Expenses$812,777$886,643$0$1,699,420

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,699,420
Expenses per Audited Statements$1,693,835
Total Expenses per Audited Statements$1,693,835
Expenses Not Reported on Financial Statements$5,585
Other Expense Adjustments$5,585
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

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.

Form 990, Part VI, Section A, Line 4

Napo changed its dba (doing business as) to national association of productivity and organizing professionals in the bylaws and articles of incorporation.

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 prior to its filing. 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. 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.

Filing and Contact Details

Filer

Filer Name
Napo Inc
EIN
31-1601644
Phone
8563806828
Address
1120 ROUTE 73 NO 200, MOUNT LAUREL, NJ 08054

Signing Officer

Name
Lisa Mark Cpo
Title
Treasurer
Phone
8563806828
Signed
2018-08-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Mark Cpo
Formed
1996
Legal Domicile
TX
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Bbd Llp
Address
1835 MARKET STREET 3RD FLOOR, PHILADELPHIA, PA 19103
Preparer
Jennifer Solot
Phone
2155677770
Supplemental Narrative

Financial Statement Notes

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 4B - OTHER ADJUSTMENTS:

Investment management fee 5,585.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Investment management fee 5,585.

Raw XML AppendixShowing 400 of 499 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0ANNUAL 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.
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0104521
IRS990/OfficeExpensesGrp/ProgramServicesAmt036221
IRS990/OfficeExpensesGrp/TotalAmt0140742
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09540
IRS990/OtherExpensesGrp/ProgramServicesAmt030328
IRS990/OtherExpensesGrp/TotalAmt039868
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MEMBERSHIP PROCESSING
IRS990/OtherRevenueMiscGrp/ExclusionAmt024112
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt024112
IRS990/OtherRevenueTotalAmt024112
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt014224
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt072510
IRS990/PrincipalOfficerNm0LISA MARK CPO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2541800
IRS990/ProgramServiceRevenueGrp/BusinessCd3541800
IRS990/ProgramServiceRevenueGrp/Desc0ANNUAL CONFERENCE
IRS990/ProgramServiceRevenueGrp/Desc1EDUC/CERTIFICATION
IRS990/ProgramServiceRevenueGrp/Desc2ENHANCED LIST SALES
IRS990/ProgramServiceRevenueGrp/Desc3NEWSLETTER
IRS990/ProgramServiceRevenueGrp/ExclusionAmt029666
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0363760
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1345384
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0393426
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1345384
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23125
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3570
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt03125
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt1570
IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATIONAL 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 FORM FORMATS ARE OFFERED TO ACCOMMODATE DIFFERENT LEARNING STYLES AND BUDGET CONSTRAINTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0191168
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0282749
IRS990/ProgSrvcAccomActy3Grp/Desc0CERTIFICATION - 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.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt090000
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt062635
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PUBLIC AWARENESS (GET ORGANIZED MONTH) MONTH-LONG PROGRAM TO PROMOTE PUBLIC ORGANIZATIONAL AWARENESS AND INSPIRE INDIVIDUALS AND ORGANIZATIONS TO GET ORGANIZED.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt044452
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt03695
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01014463
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02702
IRS990/PYInvestmentIncomeAmt049659
IRS990/PYOtherExpensesAmt01678589
IRS990/PYOtherRevenueAmt014924
IRS990/PYProgramServiceRevenueAmt0660603
IRS990/PYRevenuesLessExpensesAmt058358
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01681291
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01739649
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt045864
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0393426
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02955
IRS990/SavingsAndTempCashInvstGrp/EOYAmt053296
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0942004
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01015613
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0993817
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0886245
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0913116
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04750795
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt036663
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt035767
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt011089
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt012653
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt016801
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0112973
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0709144
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0621394
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0669791
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0567983
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0594503
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03162815
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt029666
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt036303
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt062428
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt062523
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt058610
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0249530
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt036663
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt035767
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt011089
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt012653
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt016801
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0112973
IRS990ScheduleA/InvestmentIncomeCYPct00.01330
IRS990ScheduleA/InvestmentIncomePYPct00.01180
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt0810
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt04520
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt015540
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt030768
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt022860
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt074498
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt024112
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt014924
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt018443
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt037491
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt021957
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0116927
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96410
IRS990ScheduleA/PublicSupportPY509Pct00.96350
IRS990ScheduleA/PublicSupportTotal509Amt08163140
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01680814
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01673310
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01726036
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01516751
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01566229
IRS990ScheduleA/Total509Grp/TotalAmt08163140
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01742399
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01728521
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01771108
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01597663
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01627847
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt08467538
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt05585
IRS990ScheduleD/ExpensesSubtotalAmt01693835
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt087045
IRS990ScheduleD/OtherExpensesNotIncludedAmt05585
IRS990ScheduleD/OtherRevenuesNotIncludedAmt05585
IRS990ScheduleD/RevenueNotReportedAmt087045
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt05585
IRS990ScheduleD/RevenueSubtotalAmt01739699
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0UNCERTAIN 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INVESTMENT MANAGEMENT FEE 5,585.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2INVESTMENT MANAGEMENT FEE 5,585.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01699420
IRS990ScheduleD/TotalRevenuePerForm990Amt01745284
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01826744
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01693835
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DELEGATION 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAPO CHANGED ITS DBA (DOING BUSINESS AS) TO NATIONAL ASSOCIATION OF PRODUCTIVITY AND ORGANIZING PROFESSIONALS IN THE BYLAWS AND ARTICLES OF INCORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS OF THE ORGANIZATION CLASSES OF NAPO MEMBERS ARE: PROFESSIONAL, PROVISIONAL, RETIRED, BUSINESS PARTNER, STUDENT, ALLIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ELECTION OF MEMBERS OF GOVERNING BODY ALL ACTIVE MEMBERS ARE ENTITLED TO VOTING PRIVILEGES AND MAY HOLD OFFICE AND SERVE ON THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DECISIONS OF GOVERNING BODY SUBJECT TO MEMBERSHIP APPROVAL REMOVAL OF A MEMBER OF THE GOVERNING BODY IS SUBJECT TO MAJORITY APPROVAL OF THE MEMBERSHIP ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING 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 PRIOR TO ITS FILING. ALL HISTORICAL FORM 990'S ARE ACCESSIBLE TO ALL BOARD MEMBERS IN THE BOARD LIBRARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MONITORING 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. 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PUBLIC AVAILABILITY OF OTHER DOCUMENTS COPIES OF THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 ARE PROVIDED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 4

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.36$0.56$1.21$1.53$0.32
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.42$0.67$1.64$1.96$0.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.47$1.27$1.71$1.62$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.49$1.05$1.42$1.45$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.67$1.00$1.86$1.69$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.63$0.77$1.59$1.53$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.27$0.59$0.67$1.75$1.70$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.14$0.60$0.54$1.74$1.68$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.05$0.60$0.45$1.78$1.78$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.07$0.57$0.50$1.75$1.99$0.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.53$0.81$2.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.64$0.61$1.03$1.74
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$0.48$0.91$1.60
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.44$0.50$0.94$1.52