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Annual Meeting Annual Meeting October 12, 2012 5100 SW MACADAM AVENUE, SUITE 360 PORTLAND, OREGON 97239 P 503-239-4001 F 503-236-8313 WWW.NONPROFITOREGON.ORG October 12, 2012 Dear Members and Friends, Welcome to our 2012 Annual Meeting. We are excited to be introducing our newly elected Board members, as we conduct our annual meeting with all of you. We also want to take this opportunity to celebrate Oregon’s diverse nonprofit sector. We commend all the “good works” you do every day to build strong, caring communities and a vital civil society sector that enrich the lives of all Oregonians. It is clear that our sector is finding balance in the new norm. We are now more resilient and creative as we build our capacity to meet the growing needs throughout the state. We are emerging as healthier, stronger organizations that no longer flinch when we hear the economic reports; instead, we think more strategically and build partnerships and collaborations in order to have greater impact. We look forward to discussing ideas on how to further strengthen NAO’s work in supporting the sector. We hope that the conversations we begin here today will be continued―with your Boards and staff, your volunteers and donors, community leaders who need to know more about the social and economic impact of nonprofits, and elected officials whose decision making affects how we do our work and who we serve. In the year ahead, we look forward to building our network and strengthening the collective voice of Oregon’s nonprofit sector. We look forward to working in partnership with all of you! Sincerely, Jim White Rick Nitti Executive Director Board President AGENDA Annual Meeting October 12, 2012 8:00-9:00 a.m. Breakfast, Networking, Information Tables 9:00 a.m. Business Program Welcoming Remarks Jim White, Executive Director Mission & Service Report Rick Nitti, Board President Advocacy & Public Policy Report Jim White, Executive Director Mark Langseth, Chair of Public Policy Committee Board Policy Discussion Case Studies Rick Nitti, President Michael Kaplan, Board Treasurer Governance Report & Introduction of New Board of Directors Charlie LaTourette, Chair of Governance Committee 10:05 a.m. Break 10:20 a.m. Helping Nonprofits, Helping Oregon Ted Wheeler, Treasurer, State of Oregon Embracing a New Generation of Leaders Nichole Maher, President and CEO, Northwest Health Foundation Closing Remarks Giveaways: Training Passes & Oregon Nonprofit Corporation Handbooks 11:40 a.m. – Noon Networking Meet the Authors & Book Signing Cindy Cumfer and Kay Sohl The Oregon Nonprofit Corporation Handbook, 5th Edition Nonprofit Association of Oregon / Annual Meeting 1 EVENT SPONSORS We thank the following sponsors for their generous support of NAO’s Annual Meeting: NONPROFIT CHAMPIONS NONPROFIT AMBASSADORS NONPROFIT FRIEND We also give a special thanks to our good friends at the Bank of the Cascades for their strong support of four of our nonprofit networks! 2 Good Works. Together. MISSION NAO’s mission is to strengthen the collective voice, leadership, and capacity of nonprofits to enrich the lives of all Oregonians. Services include: Training & Convening Nonprofit networks, training series, workshops, and events provide important and timely information. Consulting Coaching and expertise to solve problems, develop future plans, and navigate changes. Services include: Board and leadership development, group facilitation, cross-cultural effectiveness, strategic planning, and customized training. Executive Transition Services Interim executive director or development director services, help with search for a new director, and assistance with succession planning. Information & Resources Including the Nonprofit Helpline and The Oregon Nonprofit Corporation Handbook, and more. Advocacy & Awareness Serving as the collective voice to educate policy makers, opinion leaders, and community members about the vital role nonprofits play in making our communities better places to live. Alerting the media and educating nonprofits and their supporters about policy issues affecting the sector. Membership Benefits & Discounts Discounts on all NAO training programs, savings on a variety of programs and services, including: unemployment insurance, credit card processing, fundraising tools and donations software, web and teleconferencing, background checks, nonprofit publications, and job postings on our Nonprofit Job Board. To find information and resources, learn more about our services, or sign up for our monthly eNews visit WWW.NONPROFITOREGON.ORG. Nonprofit Association of Oregon / Annual Meeting 3 YEAR IN REVIEW Give the Nonprofit Sector a Voice . 565 members strong . Interviewed Attorney General candidates Dwight Holton and Ellen Rosenblum to better understand the regulatory philosophies they would bring to the job of nonprofit oversight . Participated in Nonprofit Lobby Day in Washington, DC . Disseminated information and a sign-on campaign about threats to the federal charitable giving incentive . Disseminated information on repeal of the Oregon estate tax . Convened Oregon nonprofit subsector leaders at NAO’s first Oregon Public Policy Roundtable (April 2012) . Represented the nonprofit sector in local, state, and national media highlighting their vital impact on Oregon’s quality of life. Local coverage includes: The Oregonian, OregonLive.com, Portland Business Journal, Portland Tribune, The Statesman Journal, Oregon Business magazine, and OPB. National coverage includes: The Chronicle of Philanthropy and Nonprofit Quarterly . Researched and reported on the nonprofit sector: . Published and disseminated the first Oregon Nonprofit Sector Report (ONSR), in collaboration with Portland State University’s Institute for Nonprofit Management . Partnered with CompassPoint on national study of Development Directors . Celebrated great nonprofit workplaces and economic impact of the sector in partnership with Oregon Business magazine’s 100 Best Nonprofits to Work For in Oregon survey and event 4 Good Works. Together. Build Nonprofit Capacity . For the 35th year, delivered strategic planning, Board development, and cultural- In 2011-12, our consulting services served 400 nonprofit competency consulting and coaching organizations and 1800 . Provided free information, resources, and individuals. referrals to close to 6,000 people through our Nonprofit Helpline email, phone, and online resources Hot Topics on the Helpline . Released the fifth edition of The Oregon Nonprofit Corporation Handbook HOW DO I START A NONPROFIT CORPORATION IN OREGON? . For the second year, convened sector representatives from across the state at HOW DO I REPORT FUNDRAISING NAO’s Town Hall listening sessions—in COSTS ACCURATELY? Albany, Coos Bay, Prineville, and Baker City WHAT ARE THE RESPONSIBILITIES . In October 2011, launched the only OF A BOARD VS. STAFF? statewide, nonprofit Job Board (165 postings and 24,855 views) . Provided Nonprofit Members with cost-saving programs and services Strengthen Leadership . Delivered leadership development and coaching to nonprofit executives, In 2011-12, our Executive management, Board, volunteers, and Transition Services placed stakeholders 15 interim executive directors and 13 interim . Tenth year of robust interim executive development directors. placement and executive search service . 3,800 nonprofit leaders attended NAO training networks and workshops in Bend, Eugene, Medford, Portland, and Salem . “Successful Grants Stewardship,” NAO’s first eight-part webinar series, was viewed at 269 sites, with multiple participants at most sites Nonprofit Association of Oregon / Annual Meeting 5 MEMBER OVERVIEW Primary Service Area Place of Business From the Lower Columbia Hispanic Council in Astoria to Fishtrap in Enterprise to Harney County Library Foundation in Burns, our members represent every corner of the state. Budget Size Our nonprofit members are small, medium, and large organizations; most have budgets under $100,000. CURRENT MEMBERSHIP 409 Nonprofit Members 156 Affiliate Members as of October 2012 SERVING OREGON NONPROFITS NAO has delivered programs and services throughout the state including training, consulting, Town Hall listening sessions, and presentations at conferences in: Albany Depoe Bay Lorane Ontario Siletz Wilsonville Alpine Dundee Manzanita Otis Silverton Woodburn Alsea Elmira McKenzie Paisley Springfield Yachats Astoria Estacada Bridge Philomath St. Benedict Baker City Eugene Medford Portland St. Helens Banks Falls City Mill City Prineville Sweet Home Beaverton Fern Ridge Molalla Rainbow The Dalles Bend Forest Grove Monmouth Rainier Tillamook Blue River Gates Monroe Redmond Toledo Cannon Beach Grand Ronde Mt. Angel Salem Veneta Colton Hillsboro Mulino Scappoose Vernonia Coos Bay Hood River Nehalem Scotts Mills Vida Cornelius Independence Neotsu Seal Rock Waldport Cottage Grove Lakeview New Pine Creek Seaside Walterville Creswell Leaburg Newberg Sheridan Warrenton Dallas Lebanon Newport Sherwood Willamina Nonprofit Association of Oregon / Annual Meeting 7 Oregon Nonprofit Sector Report Executive Summary Project Goals Methodology The Oregon Nonprofit Sector Report (ONSR) is To compile this report, the team developed the outcome of a collaboration between the and executed a survey instrument that collected Nonprofit Association of Oregon (NAO) and data from over 600 participating nonprofit Portland State University’s (PSU) Institute for leaders/organizations comprising a Nonprofit Management (INPM), which is part of representative sample for regional and the Center for Public Service.
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