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← ASSOCIATION OF FUNDRAISING PROFESSIONALS

Form 990-EZ for tax year 2023

Filed by ASSOCIATION OF FUNDRAISING PROFESSIONALS.

Totals

Total revenue
$46,102
Total expenses
$56,672
Contributions and grants received
$31,589
Grants paid
$920
Program service revenue
$22,778
Membership dues (line 3)
not reported
Investment income (line 4)
not reported
Gain or loss on sale of assets (line 5c)
not reported
Gaming and fundraising events, net (line 6d)
-$8,265
Gross profit on inventory sales (line 7c)
not reported
Other revenue (line 8)
not reported
Total assets, end of year
$82,547
Total liabilities, end of year
$2,721
Net assets or fund balances, end of year
$79,826
Program service expenses (Part III)
$45,677

Program services were 80.6% of total expenses calculated — Part III's total program service expenses over total expenses, both as filed.

Mission and programs · 2023

Primary exempt purpose

AFP IS AN INDIVIDUAL MEMBERSHIP ASSOCIATION ADVANCING PHILANTHROPY THROUGH EDUCATION, TRAINING AND ADVOCACY BASED ON RESEARCH, A CODE OF ETHICAL PRINCIPLES AND STANDARDS OF PROFESSIONAL PRACTICE. THE SOUTHWEST FLORIDA CHAPTER IS COMMITTED TO GROWING PROFESSIONALISM AND DIVERSITY AMONG ITS MEMBERSHIP, INCREASING THE OPPORTUNITIES AND RESOURCES PROVIDED TO OUR MEMBERS, AND CELEBRATING THE PHILANTHROPIC HERITAGE OF THE SARASOTA/MANATEE COMMUNITY.

  • EDUCATION* PROMOTION OF CERTIFIED FUNDRAISING EXECUTIVES AND CONTINUAL EDUCATION SEMINARS ON EXPANDING FUNDRAISING OPPORTUNITIES, ETHICS, ETC.

    Expenses $2,604 · Grants $420

  • RECOGNITION OF OUTSTANDING VOLUNTEERS AND PHILANTHROPISTS* THE CHAPTER HOSTED ITS 38TH ANNUAL NATIONAL PHILANTHROPY DAY LUNCHEON IN NOVEMBER 2023 TO HONOR OUTSTANDING PHILANTHROPISTS IN OUR COMMUNITY. 25 WERE HONORED AND 277 ATTENDED.

    Expenses $17,483

  • THE CHAPTER VIRTUALLY PROVIDED 12 PROFESSIONAL DEVELOPMENT OPPORTUNITIES IN 2023, INCLUDING:* FUNDRAISERS FORUM: A HALF-DAY CONFERENCE ATTENDED BY MORE THAN 120 PEOPLE* A YEAR-LONG MENTORING PROGRAM WITH JUNIOR PROFESSIONALS MEETING WITH SENIOR PROFESSIONALS FOR ADVICE AND GUIDANCE* MONTHLY LUNCHEONS FEATURING ELEVEN SPEAKERS ON A WIDE RANGE OF TOPICS REGULARLY ATTENDED BY 45-75 INDIVIDUALS

    Expenses $25,090

  • OTHER SERVICE PROGRAMS INCLUDE THE CHAPTER JOB BANK AND COLLABORATIVE WORKSHOPS VIRTUALLY.

    Expenses $500 · Grants $500

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part IV

  • Amy Towery

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Andria Piekarz

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Debra Flynt Garrett

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Sara Robinson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Terri Watson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Jacqueline House

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Jennifer Bushinger Ortiz

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Patricia McMahon

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Scott Hinckley

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Lauren Stroman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Lee Ann Rodriguez

    PRESIDENT

    Total calculated
    $0
    Hours/week
    10

  • Rafael Robles

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

Compensation is as filed in Part IV of the Form 990-EZ: compensation, contributions to benefit plans, expense account, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990_ez
Tax year
2023
Filed
17 September 2024
IRS schema version
2023v5.1
Source object
202432769349201018

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