Civic Intelligence

Napo Inc.

990 • Fiscal year 2021 • EIN 31-1601644

Oct 01, 2020 to Sep 30, 2021 • Filed on Jul 21, 2022

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

73rd percentile

0.27x

Higher debt load relative to assets than 73% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

70th percentile

0.27x

Higher debt load relative to revenue than 70% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

36th percentile

5.3%

Higher net margin than 36% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

58th percentile

14%

Faster asset growth than 58% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

58th percentile

20%

Faster revenue growth than 58% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$1,739,003

Up $208,573 (+14%) from 2020

Net Assets

Up

$1,273,345

Up $228,054 (+22%) from 2020

Liabilities

Down

$465,658

Down $19,481 (-4.0%) from 2020

Revenue

Up

$1,705,792

Up $286,934 (+20%) from 2020

Expenses

Up

$1,615,672

Up $170,186 (+12%) from 2020

Net Income

Up

$90,120

Up $116,748 (+438%) from 2020

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

2021

Assets$1,739,003
Liabilities$465,658
Net Assets$1,273,345

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

2021

Revenue$1,705,792
Expenses$1,615,672
Net Income$90,120
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Jul 21, 2022
Return Version
2020v4.2
Gross Receipts
$1,746,652
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$1,267,898$1,382,012▲ $114,114
Cash and Non-Interest-Bearing Accounts$150,188$209,296▲ $59,108
Prepaid Expenses and Deferred Charges$53,866$85,551▲ $31,685
Savings and Temporary Cash Investments$40,775$54,332▲ $13,557
Land, Buildings, and Equipment, Net$17,703$7,812▼ $9,891
Total Assets$1,530,430$1,739,003▲ $208,573
Liabilities
Deferred Revenue$464,360$458,673▼ $5,687
Accounts Payable and Accrued Expenses$20,779$6,985▼ $13,794
Total Liabilities$485,139$465,658▼ $19,481
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$983,276$1,199,182▲ $215,906
Net Assets With Donor Restrictions$62,015$74,163▲ $12,148
Total Net Assets Fund Balance$1,045,291$1,273,345▲ $228,054
Total Liabilities and Net Assets / Fund Balance$1,530,430$1,739,003▲ $208,573

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,812$21,861$29,673
Compensation and Service Providers

Board Members and Trustees

NameTitle
Susie HaymanImmediate Past President (from May 2021)
Ellen DelapImmediate Past President Until May 2021)
Amy TokosPresident (from May 2021)
Susie HaymanPresident (until May 2021)
Amy TokosPresident Elect (until May 2021)
Cary PrinceDirector
Cynthia LindseyDirector
Heather CocozzaDirector
Jan LehmanDirector
Lori ReeseDirector (from May 2021)
Sarah GenrichDirector (from May 2021)
Wendy BuglioDirector (from May 2021)
Janet SchieslDirector (until May 2021)
Jennifer TruesdaleDirector (until May 2021)
Nadine LevyDirector (until May 2021)
Jennifer TruesdaleSecretary (from May 2021)
Mindy GoddingSecretary (until May 2021)
Sharon LowenheimTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Association Headquarters INCManagement Services1120 ROUTE 73 SUITE 200, Mount Laurel, NJ 08054$1,100,000
Revenue and Support

Revenue Composition

Contributions and Grants
$966,505
Program Service Revenue
$622,746
Investment Income
$102,716
Other Revenue
$13,825
Change in Net Assets
$90,120

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,705,792
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$124,449
Total Revenue per Audited Statements
$1,830,241
Total Revenue per Form 990
$1,705,792
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,615,672
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$616,000$484,000-$1,100,000
Conferences and Meetings$165,308--$165,308
Advertising$84,732--$84,732
Information Technology$24,690$38,300-$62,990
Fees for Services Other$14,445$13,900-$28,345
Other Expenses$12,280$13,084-$25,364
Travel$1,177$21,533-$22,710
Insurance-$20,083-$20,083
Fees for Service Investment Mgmnt Fees-$13,485-$13,485
Fees for Services Legal-$12,931-$12,931
Office Expenses$9,842$1,386-$11,228
Depreciation Depletion$9,891--$9,891
Total Functional Expenses$938,365$677,307$0$1,615,672

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,615,672
Expenses per Audited Statements$1,602,187
Total Expenses per Audited Statements$1,602,187
Expenses Not Reported on Financial Statements$13,485
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
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
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 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
Sharon Lowenheim
Title
Treasurer
Phone
8563806828
Signed
2022-07-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sharon Lowenheim
Formed
1996
Legal Domicile
TX
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
107

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 2D - OTHER ADJUSTMENTS:

Investment management fee -13,485.

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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/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT (FROM MAY 2021)
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT (UNTIL MAY 2021)
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT ELECT (UNTIL MAY 2021)
IRS990/Form990PartVIISectionAGrp/TitleTxt3IMMEDIATE PAST PRESIDENT (FROM MAY 2021)
IRS990/Form990PartVIISectionAGrp/TitleTxt4IMMEDIATE PAST PRESIDENT UNTIL MAY 2021)
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY (FROM MAY 2021)
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY (UNTIL MAY 2021)
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR (FROM MAY 2021)
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR (FROM MAY 2021)
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR (UNTIL MAY 2021)
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR (FROM MAY 2021)
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR (UNTIL MAY 2021)
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR (UNTIL MAY 2021)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt072625
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0113485
IRS990/GrossReceiptsAmt01746652
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt038300
IRS990/InformationTechnologyGrp/ProgramServicesAmt024690
IRS990/InformationTechnologyGrp/TotalAmt062990
IRS990/InsuranceGrp/ManagementAndGeneralAmt020083
IRS990/InsuranceGrp/TotalAmt020083
IRS990/InvestmentIncomeGrp/ExclusionAmt030091
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt030091
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01267898
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01382012
IRS990/IRPDocumentCnt022
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt021861
IRS990/LandBldgEquipBasisNetGrp/BOYAmt017703
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07812
IRS990/LandBldgEquipCostOrOtherBssAmt029673
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt040860
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0966505
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0NAPO'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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01045291
IRS990/NetAssetsOrFundBalancesEOYAmt01273345
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt072625
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt072625
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0137934
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0983276
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01199182
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01386
IRS990/OfficeExpensesGrp/ProgramServicesAmt09842
IRS990/OfficeExpensesGrp/TotalAmt011228
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BANK AND CREDIT CARD FE
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt058605
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt113084
IRS990/OtherExpensesGrp/ProgramServicesAmt012280
IRS990/OtherExpensesGrp/TotalAmt058605
IRS990/OtherExpensesGrp/TotalAmt125364
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt013825
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt013825
IRS990/OtherRevenueTotalAmt013825
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt053866
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt085551
IRS990/PrincipalOfficerNm0SHARON LOWENHEIM
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EDUCATIONAL PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc1ANNUAL CONFERENCE
IRS990/ProgramServiceRevenueGrp/Desc2CERTIFICATION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0363602
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1206988
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt252156
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0363602
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1206988
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt252156
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 FORMATS ARE OFFERED TO ACCOMMODATE DIFFERENT LEARNING STYLES AND BUDGET CONSTRAINTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0286611
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0363602
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/ExpenseAmt0113484
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt052156
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/ExpenseAmt0266633
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0999347
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0728
IRS990/PYInvestmentIncomeAmt022939
IRS990/PYOtherExpensesAmt01444758
IRS990/PYOtherRevenueAmt03877
IRS990/PYProgramServiceRevenueAmt0392695
IRS990/PYRevenuesLessExpensesAmt0-26628
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01445486
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01418858
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt090120
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0206988
IRS990/SavingsAndTempCashInvstGrp/BOYAmt040775
IRS990/SavingsAndTempCashInvstGrp/EOYAmt054332
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS INCOME - 2016 AMOUNT: $ 24,112. 2017 AMOUNT: $ 14,593. 2018 AMOUNT: $ 27,415. 2019 AMOUNT: $ 3,877. 2020 AMOUNT: $ 13,825.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0966505
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0999347
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01009690
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0925935
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0942004
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04843481
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt030091
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt042185
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt035129
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt032387
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt036663
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0176455
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0622746
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0392695
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0791796
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0615563
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0709144
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03131944
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt029666
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt029666
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt030091
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt042185
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt035129
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt032387
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt036663
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0176455
IRS990ScheduleA/InvestmentIncomeCYPct00.02130
IRS990ScheduleA/InvestmentIncomePYPct00.02180
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt04348
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt0810
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt05158
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt013825
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt03877
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt027415
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt014593
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt024112

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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
2021Detailed filing. Detailed filing data is available for this year.$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
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$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