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Charitable Solicitation Licensing Division Annual Report July 1, 2013 Through June 30, 2014

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Charitable Solicitation Licensing Division Annual Report July 1, 2013 Through June 30, 2014 Charitable Solicitation Licensing Division Annual Report July 1, 2013 through June 30, 2014 North Carolina Department of the Secretary of State Elaine F. Marshall, Secretary Charitable Solicitation Licensing Division P.O. Box 29622 Raleigh, NC 27626-0622 Phone: 919-814-5400 Email: [email protected] www.sosnc.gov 2013 - 2014 Charitable Solicitation Licensing Annual Report North Carolina Department of the Secretary of State Table of Contents Introduction: Message from the Secretary Mission Statement and Contact Information Section One: Executive Summary of Professional Solicitor Activities 1A: North Carolina Data Sorted by Solicitor Name 1B: North Carolina Data Sorted by Charity Name 1C: National Data Sorted by Solicitor Name 1D: National Data Sorted by Charity Name Section Two: Charitable/Sponsor Organizations Current Registry Section Three: Exempt Organizations Registry Section Four: Professional Fundraisers Current Registry 4A: Fundraising Consultants Registry 4B: Solicitors Registry Section Five: Solicitors Contract Report Section Six: Charitable/Sponsor Organizations Filing Audited Financial Statements Section Seven: Investigation Statistics Report Complaints with Violations Report Enforcement Actions Report Appendices: Appendix A: North Carolina General Statute 131F Appendix B: Charitable/Sponsor Organization Application Appendix C: Fundraising Consultant Application Appendix D: Solicitor Application Appendix E: Enforcement Complaint Form and Instructions State of North Carolina Department of the Secretary of State ELAINE F. MARSHALL SECRETARY OF STATE November 2014 Each year, as we embark on the season of giving, the North Carolina Department of the Secretary of State Charitable Solicitation Licensing (CSL) Division issues the Charitable Solicitation Licensing Division Annual Report. The Annual Report includes financial information related only to those charities using a professional fundraiser and otherwise required by law to register with the Department of the Secretary of State. This year, I am disheartened to report a continuing trend of fewer dollars overall being donated to charity and less money from each dollar raised via a professional fundraiser going to the actual charity. This year, North Carolinians responded to solicitations from professional fundraisers in the amount of $21,437,796. Of those donated dollars, only $9,001,684 went directly to the charity for which the campaign was being conducted, resulting in an average 41.99% return to the charity for each dollar donated. In contrast, national solicitation campaigns that included North Carolina citizens that were reported to our office reflected $297,229,969 in gross dollars donated, with only $110,867,052, or 37.30% of each donated dollar going to the charitable organization. Giving is down drastically this year both nationally and in North Carolina. The CSL Enforcement Unit continued its focus on bringing charities and professional fundraisers into compliance with our solicitation laws. Additionally, the Enforcement team worked statewide to make sure that publicly placed collection receptacles are properly labeled to comply with recently added statutory requirements. There is a detailed summary included in the report that outlines the enforcement activity that took place this year. The Department remains committed to making sure consumers have easy access to information that can help you make informed giving decisions. On our website (www.sosnc.com), we maintain a searchable database of detailed reports for specific individual fundraising campaigns, as well as financial information for all charities licensed to solicit contributions in our State. I urge you to access this information prior to making a giving decision. Remember that you always have the right to ask fundraisers what percentage of your donation will actually reach the charity. And, whenever in doubt, give locally to charities whose activities and efforts you can see in your own community. Each year at this time, I am humbled by the continued generosity of North Carolinians, even during trying economic times. I encourage all to give as much as you can to those in need and thank you again for your support of the many charities working to serve our citizens and our State. Yours truly, Elaine F. Marshall PO BOX 29622 ∙ RALEIGH, NC 27626-0622 Mission Statement The mission of the North Carolina Department of the Secretary of State is to serve and protect the citizens, the business community, and governmental agencies by facilitating business activities, by fighting fraud, by providing accurate and timely information, and by preserving documents and records. The purpose of the Charitable Solicitation Licensing Division is to maintain a registry of charitable and sponsor organizations licensed to solicit donations within the state. In addition, the Division licenses professionals who fundraise on behalf of charitable or sponsor organizations. The Division also responds to consumer concerns regarding charitable solicitations and works to enforce the Charitable Solicitation Law on behalf of all North Carolinians. The Charitable Solicitation Licensing Annual Report is published by the Charitable Solicitation Licensing Division to serve as a resource for North Carolina citizens as they strive to make educated decisions for their charitable dollars. Contact Information for the Charitable Solicitation Licensing Division Post Office Box 29622 Raleigh, North Carolina 27626-0622 919-807-2214 1-888-830-4989 NC Residents Toll Free [email protected] www.sosnc.com Heather L. Black, Director Angelia Boone-Hicks, Licensing & Filing Division Supervisor Verlyn Chesson Porte, Attorney and Enforcement Supervisor Jason Ricks, Investigator Linda J. Driver, Senior Document Examiner, Licensing & Filing Jeanette Blount, Document Examiner, Licensing & Filing Jennifer L. Dupree, Document Examiner, Enforcement Donna Payne, Document Examiner, Licensing & Filing Sarai Brodie, Program Assistant The North Carolina Department of the Secretary of State does not discriminate on the basis of race, color, national origin, sex, religion, age, or disability in the employment or the provision of services. Section One: Executive Summary of Professional Solicitor Activities The Executive Summary serves as an overview of the percentage of contributions charities receive from professional fundraisers. This information has been entered from final accounting reports filed by the fundraisers with the Charitable Solicitation Licensing Division of the North Carolina Department of the Secretary of State. Some final accounting reports filed with the Department reflect planned giving campaigns that may not immediately realize results. This section of the Annual Report reflects two significantly different sets of data. The first set of data reflects reported solicitation activities and contributions solely from North Carolina citizens. The second set of data in this section reflects data reported for national solicitation campaigns that include North Carolina citizens. Individual final accounting reports provided by a filing organization should be consulted to obtain the most complete and thorough information. To make the Report the most useful to consumers it is provided in two versions. One is sorted by Solicitor name and the other by Charity name. To obtain a copy of a final accounting report on record with the Charitable Solicitation Licensing Division, go to www.sosnc.com, click on the “Charities” tab, and then click on “Search Our Registry.” In the Search box, enter the name of the professional solicitor whose financial information you seek. Once the CSL Search Results box appears, click on the solicitor’s name to access the file. When the file appears, click on “Campaign Final Reports” (this will be at the bottom of the page). Go to the most recent year’s filings and click on the folder icon. If a final accounting report is on file, it will appear in the filing under the title “Final Accounting.” You will be able to view a PDF version of the final accounting report on file with the Department. (Note: The information in this section does not include data representative of staff level fundraising professionals employed directly by charitable organizations in the State.) Section 1A: Executive Summary of Professional Solicitor Activities Conducted in North Carolina Sorted Alphabetically by Solicitor Name Executive Summary Report of Solicitors' Activities in North Carolina July 1, 2013 to June 30, 2014 Solicitor Report File Charity or Sponsor Gross Net to Charitable Percentage to Date Receipts or Sponsor Charitable or Sponsor Organization Organization Area Benefits, Inc. 01/15/2014 Fraternal Order of Police, Wake $86,975.00 $23,174.41 26.64% County Lodge #41 Area Benefits, Inc. 01/15/2014 Harold C Enloe, Lodge No 1, $210,427.00 $65,560.31 31.16% Fraternal Order of Police, Inc. Area Benefits, Inc. 01/24/2014 Charlotte-Mecklenburg Lodge No. 9 $319,741.00 $82,447.19 25.79% of the Fraternal Order of Police, Inc. Area Benefits, Inc. 01/24/2014 Tri-County Lodge #52 Fraternal $67,909.00 $19,610.32 28.88% Order of Police Area Benefits, Inc. 04/22/2014 Durham County Lodge Number 2 $167,672.00 $50,302.00 30.00% Fraternal Order of Police Aria Communications Corporation 07/01/2013 WFAE - University Radio Foundation, $38,389.68 $29,251.08 76.20% Inc. Aria Communications Corporation 07/08/2013 Amnesty International of the USA, $0.00 $0.00 0.00% Inc. Aria Communications Corporation 07/19/2013 WHQR-Friends of Public Radio $8,338.33 $4,777.51 57.30% Aria Communications
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