NYCON Year in Review | 2018-2019 OutcomesSupporting Nonprofits Across the State of New York and Beyond

Legislative Wins• A0623/S4347 |Securing nonpartisanship

protection in NYS for 501c3s - Passed Both Houses, Awaiting Governor’s Signature

• A10336/S08669 | No Not-for-Profit Corporation shall have a membership comprised of just one person - Signed into Law in 2018

• A10534/S08638 | Directors from one or more controlled corporations may serve on any designated audit committee of the board of the controlling corporation – Signed into Law in 2018

• A01647/S2273 | Grants a real property tax exemption to nonprofit organizations that purchase real property after the particular municipality’s levy of taxes – Signed into Law in 2018

• A11051/S8831 | Decouple federal and state tax laws and eliminate the New York State tax on unrelated business income – Signed into Law in 2018

NYCON’s ~3,000

Membersby Region

NYCON Assisted Affiliations, Mergers & Shared Service Agreements

• Albany JCC | Schenectady JCC• Boys & Girls Club of Albany | Boys and Girls

Club of Troy • CAPTAIN Community Human Services, Inc.

|Capital District Respite, Inc. • Family Counseling Services of Cortland

County, Inc. | Family & Children’s Society, Inc. • Family Services, Inc. | HV Mental Health• Helio Health | Central New York Services• Helio Health | Insight House• Ibero | Centro Civico• Leadership Mohawk Valley | Mohawk Valley

Community College• MHA in Putnam County | Cove Care• Prevention Council of Putnam County, Inc. |

Student Assistance Services Corp • The Bristol County Chamber of Commerce,

Inc. | The Fall River Chamber of Commerce, Inc. (MA)

• Utica Children’s Museum | Kids Oneida• Washington Heights Corner | New York Harm

Reduction Educators • Women’s Employment & Resource Center

(WERC) | Women’s Fund of the Capital Region

• WXXI | City Newspaper [W.M.T. Publishing]

MA

In addition to the list of affiliation projects on the left, NYCON has facilitated over 120 capacity-building engagements in the areas of strategic planning, board development, legal support,

financial management, and more. We build a stronger nonprofit community.

A Year in Review | 2018-2019 FinancialsTransparency in Financial Reporting

Thank You | Our Funders & Supporters

Total Consolidated

Revenue$3,255,419

Total Consolidated Expenditures

$3,362,798

Total Current Liabilities =$1,882,330

Total Liabilities =$2,452,672

Unrestricted Net Assets =$716,220

Total Net Assets =$926,794

Total Liabilites & Net Assets =$3,379,466

Corporate PartnersAlliance of Nonprofits for Insurance, Risk Retention Group (ANI)Association Development GroupBarclay Damom, LLPBay Path UniversityBBG & G AdvertisingBKD, LLPCitrin Cooperman & Company, LLPCouncil Services Plus, Inc.CrimecheckCusack & Company, CPA’s LLCCushman & WakefieldCrowne PlazaDelta Dental of New YorkDisciplined Capital Management Education & Research Foundation Of the BetterEisnerAmper, LLPElevationFirespringFirst Nonprofit GroupGelman, Rosenberg & Freedman, CPA’sGiveGab

Governance Matters, Inc.GrantStationGrassi & CompanyHarbor ComplianceHodgson Russ LLPHugh Johnson Advisors, LLCInnovative Charitable Initiatives, Inc.JMT Consulting Group, Inc.Loeb & Troper, LLCNational Mutiple Sclerosis SocietyNBT BankNeonCRMNetSuiteNew York State Society of Certified Public Accountants (NYSSCPA)NPT Publishing GroupRBT Cpa’s LLPREW CpaRuskin Moscou Faltiscek, P.C.StaplesSWK Technologies, Inc.Techno Brain USAQuickBooks Made Easy

Vantage, Etc.Community FoundationsThe Community Foundation of the Greater Capital RegionThe Community Foundation for South Central New York Berkshire Taconic Community Foundation The Community Foundations of the Hudson ValleyThe Community Foundation of Herkimer & Oneida CountiesPrivate FoundationsBetter Business Bureau Foundation of Upstate NYDyson FoundationScriven FoundationStewart W. and William C. Hoyt FoundationThe Conrad and Virginia Klee FoundationThe Western New York FoundationGovernment SupportCounty of AlbanyNYS Department of Health, AIDS InstituteNew York State Council on the Arts (NYSCA)The City of New YorkUnited Way PartnershipsUnited Way of Broome CountyUnited Way of Greater Rochester

New York Council of Nonprofits, Inc. (NYCON)

Corporate PartnersCouncil Services Plus, Inc.Private Foundation Altman FoundationAltschul Foundation

Central New York Community FoundationCommunity Foundation For Greater BuffaloCredit Suiesse Americas FoundationFirst Niagara Foundation First Nonprofit Foundation

The M&T Charitable FoundationThe NY Community TrustWilson Foundation Donor Advised AYCO Charitable Foundation

Governance Matters, Inc.

Corporate Partners Advanced Interconnect Manufacturing, Inc.Airbrush Unlimites, Inc.Angry Mom RecordsAurora Women’s ClubAllegraAllergy Advocacy AssociationBayview Smiles, P.C.Bell Racquet SportsBrockport B.P.O. Elks No. 2110Buffalo Niagara PartnershipCabinet DesignersCornell UniversityDewey’s Garage, Inc.DigitasLBiFive Below, Inc.Foursquare Labs, Inc.Goshom Chiropractic, P.C.Gronk Nation, LLCHighland HospitalKingston Motel Corp.Lecesse Development Corp.Lifetime CareLKP Event Productions, Inc.

Loyalist, LLCLyftMass MutualMatzan Rliability Solutions, LLCMengel Metzger Barr & Co. LLPMVP Health CareMJZ Restaurant Group, LLCNative Offering Farm, LLCOmega PizzaOptiProP-Three, Inc.Pegmar Cleaning Service, Inc.Projects Accomplished!RadNet ManagementRIC Management Company, LLCRough Draft Bar & Books, Inc.Rotork Controls, Inc.Ryan Roach & Ryan, LLPSage Rutty and Company, Inc.SEFCUTotal Sports Experience, LLCTriple-O Mechincal, Inc.TVI, Inc.VICS of Spencerport

Visca Builders, Inc.Western Division Federal Credit UnionWestern NY Sealing & PavingYolickity, LLCCommunity FoundationsBenevity Community Impact FundCommunity Foundation of New JerseyCommunity Foundation of Tompkins CountyDatetree Charitable TrustSchwab Charitable FundStewart’s FoundationThe Ben and Jerry’s FoundationThe Dewar Foundation, Inc.The Dyson FoundationThe M&T Charitable FoundationThe Martin F. Hatch FundThe Park FoundationThe US Charitable Gift TrustTompkins Charitable Gift FundVanguard Charitable Endowment ProgramOtherUnited States Department of Labor

Innovative Charitable Initiatives, Inc.

First Term Board Member Biographies A Letter from Jo Ann Golden, CPA | Board Chair

On behalf of the Board of Directors and staff, I am pleased to present to you NYCON’s 2018-2019 Annual Report.

Approaching the end of my first year as Board Chair, I reflect on NYCON’s accomplishments in the nonprofit (and broader) community during this tumultuous time. As a catalyst for innovation and impact, NYCON continues to lead the charge in strengthening the nonprofit sector, helping its members serve their own constituents more effectively, supported by NYCON’s myriad of services.

The past year was an exciting period of growth as we move toward a service model that is in tune with, and reflective of, rapidly changing times. Through our integrated Family of Services, including Governance Matters, Council Services Plus and Innovative Charitable Initiatives, we have strengthened our offerings:

• New, easier to navigate websites have been launched for NYCON, Council Services Plus and Innovative Charitable Initiatives, with links to all of our Family members. Improvements have been made to the existing Governance Matters website as well.

• NYCON and Governance Matters have partnered with the Michigan Nonprofit Association (MNA) as the exclusive New York State provider of an online self-assessment tool designed to evaluate and improve diversity, equity, and inclusion practices for staff leaders and boards.

• NYCON has engaged in 14 different merger/acquisition/affiliation projects over the past year, helping to preserve jobs and services for nonprofits in crisis.

• Governance Matters’ New York State board matching website, charitySTRONG.org, continues to grow and enhance board member/agency matching. Continued improvements to the platform are underway.

• NYCON continues to provide dynamic, effective capacity building services to nonprofits at a time when organizations are fighting for relevancy in a changing world. These services are often made possible through powerful partnerships with funders across the state.

• NYCON remains a voice for the nonprofit community, successfully championing a NYS law protecting nonprofit nonpartisanship (currently on the Governor’s desk) and other influential legislative efforts.

• These are just a few highlights that underscore the positive impact the NYCON family has on the New York State nonprofit sector.

NYCON is led by a committed Board of Directors representing all regions of New York State, bringing a diverse range of knowledge and strategic direction to the table. In addition, a network of dedicated volunteers serve on the Boards and Advisory Committees of NYCON’s family affiliates. As chair, I can say my role has been enriched by the involvement of these talented, hardworking individuals.

The important daily provision of services and guidance to NYCON’s ~3,000 members is executed by our committed staff, led by CEO, Doug Sauer. Delivering relevant services in today’s complicated nonprofit environment is challenging task, but staff regularly go above and beyond to assist our members, recognizing the value of their collective impact.

All this would not be possible without our members, funders, donors, and corporate partners. We humbly thank you all for your dedication and commitment to the nonprofit community in New York State and beyond.

George P. Ferrari, Jr., CEO, Community Foundation of Tompkins County

Previous Roles: Executive Director, Catholic Charities of Tompkins and Tioga Counties; Crisis Line Manager, Suicide Prevention and Crisis Service Center;

Founder/Executive Director, AIDS WORK of Tompkins County

In the Community: Board President (previous), Grantmakers Forum of NYS (Funders Alliance); Facilitator, Tompkins County Human Service Coalitiion; Member, Ithaca

Rotary Club; Member, Estate Planning Council of Tompkins County; Member, Diversity Consortium of Tompkins County; Member, Kendal at Ithaca

Enjoys: Camping, exercise, opera, chocolate

LaShunda Leslie-Smith, LMSW, Executive Director, Connected Communities, Inc.

Previous Roles: Child Protective Investigator, Monroe County Dept. of Human Services; Therapeutic Foster Care Social Worker, Hillside Family of Agencies; Founder/Executive Director, Successful Pathways; President, Young Women’s College Prep Foundation, Inc.

In the Community: Woman of Excellence, Rochester Business Journal; 40 Under 40 Honoree; Woman of Distinction, Girl Scouts of Western New York; ATHENA Young Professional Finalist, Women’s Council; Pioneer Awardee, City of Rochester

Enjoys: Writing, motivational speaking, family

Returning Board Members Snapshots

Angela M. Gray, CPA, Partner, Gray & Gray AssociatesAngela M. Gray is a Certified Public Accountant and principal in the firm of Gray & Gray and Associates CPAs, P.C. Angela has been working in the field of public account for over 15 years. She specializes in providing tax and financial guidance to individuals, businesses, and nonprofit organizations.

Patricia A. Johnson, CPA, CFE, CGMAPat is a Certified Public Accountant and Certified Fraud Examiner. She has a broad variety of experience – education, public accounting, and industry. Her most recent experience has been in higher education, teaching in the Buffalo area for over 25 years. Pat also maintains an accounting practice that focuses on small businesses and not-for-profit entities. Currently she is a Visiting Assistant Professor at Daemen College.

Gary M. Schuster, Esq., Partner, Jacobowitz and Gubits, LLPGary Schuster is a Partner of Jacobowitz & Gubits, LLP, in Walden, New York. His practice includes work with start-up and established businesses and non-profits, commercial transactions and disputes, estate planning and administration, litigation, guardianships, and real estate. Gary has extensive experience in music and art, which includes past employment with ASCAP, The Songwriters Guild of America, Dunvagen Music Publishers and Knoedler Publishing.

Year of ImpactAnnual Membership Meeting & Report

Annual Meeting Agenda | October 10, 2019

I. Welcome & Chair’s Message Jo Ann Golden, CPA Board Chair, NYCONII. Annual Business Meeting A. Review of 2018 Minutes & Presentation Jo Ann Golden, CPA of the Annual Report B. Board of Directors Nominations Slate for 2020 Gary Schuster, Esq., Board Development Committee Chair, NYCON

Board of Directors Nomination for three-year terms through January 1, 2023 to be elected by Membership • George P. Ferrari, Jr.– 1st term• LaShunda Leslie-Smith, LMSW – 1st term• Angela M. Gray, CPA – 2nd term• Patricia A. Johnson, CPA – 3rd term• Gary M. Schuster, Esq. – 3rd term

Board OfficersNomination for one-year terms to be elected by the Board in January 2020• Jo Ann Golden, CPA, Chair• Joanne Florino, 1st Vice Chair• Yulitza Franklin, 2nd Vice Chair• David M. Rottkamp, CPA, Treasurer• Jackie Mahoney, Secretary

C. Adjournment Jo Ann Golden, CPA V. Recognition of Retiring Board Members Jo Ann Golden, CPA Marcus Q. Pryor & Ellen Kotlow

VI. Closing Remarks Jo Ann Golden, CPA Kelly Mathews, COO & Sr. VP, Financial Management Group, NYCON

New Board

Member Bios

Inside

In Their Own Words | Member Testimonials

“The meeting ... with NYCON’s senior attorney was excellent. It provided [our] Executive Committee the tools to assess our financial obligations... knowledge is power and your organization helped us understand what steps to take.”

“Your presentation was a fantastic addition to the program and left the attendees feeling encouraged and inspired to pursue nonprofit board service. Thank you so much for sharing your insights and expertise with our highly motivated members!”

“Just a brief note to make you aware of the wonderful customer service I have often experienced when I have needed to contact your company for help. Each and every time I have needed help, NYCON has been there for me... I feel NYCON has often gone above and beyond what is considered ordinary customer service.”

Legal and Financial Management Services

Board Training and Development

Group Employee Benefits and Insurance