Association of Fundraising Professionals LI Chapter (EIN 112831401) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Principal Officer

Katerine M Fritz

Tax Period

2020-01-01 to 2020-12-31

Association of Fundraising Professionals LI Chapter, founded in 1993, is a micro nonprofit that reported $31K in total revenue in fiscal year 2020. Revenue fell 59% from the prior year — a significant decline worth monitoring. Expenses of $37K exceeded revenue, resulting in a 20% operating deficit.

Mission

MEMBERSHIP ORGANIZATION WHOSE PRINCIPAL PURPOSE IS TO FOSTER THE DEVELOPMENT AND GROWTH OF PROFESSIONAL FUNDRAISING EXECUTIVES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $21,544

Investment Income $9,089

Other Revenue $0

TOTAL REVENUE $30,633

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $17,745

Other Expenses $36,885

TOTAL EXPENSES $36,885

Year-over-Year Comparison

	2020	2019	Change
Revenue	$30,633	$74,459	-0.6%
Expenses	$36,885	$98,042	-0.6%
Net Income	$-6,252	$-23,583	-0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHERINE FRIT	PRESIDENT	2	Officer	$0	$0	$0
MARY FU	PRESIDENT ELEC	2	Officer	$0	$0	$0
ANNE THORSEN	SECRETARY	2	Officer	$0	$0	$0
MYRNISSA STONE	TREASURER	2	Officer	$0	$0	$0
ANNE KOESTNER	DIRECTOR	1	Director	$0	$0	$0
JENNIE SANDLER	DIRECTOR	1	Director	$0	$0	$0
CARMELA ROSSI	DIRECTOR	1	Director	$0	$0	$0
SASKIA THOMSON	DIRECTOR	1	Director	$0	$0	$0
JAMIE MCGRADE	DIRECTOR	1	Director	$0	$0	$0
RENEE FLAGLER	DIRECTOR	1	Director	$0	$0	$0
MATT CAMPO	DIRECTOR	1	Director	$0	$0	$0
PAMELA MOHR	DIRECTOR	1	Director	$0	$0	$0
ANGELA BROOKS	DIRECTOR	1	Director	$0	$0	$0
CHRISTINE LUNS	DIRECTOR	1	Director	$0	$0	$0
P CHAMBERS DAL	DIRECTOR	1	Director	$0	$0	$0
PETRINA DIGANG	DIRECTOR	1	Director	$0	$0	$0
KENNETH ZORE	DIRECTOR	1	Director	$0	$0	$0
AMY REICH	DIRECTOR	1	Director	$0	$0	$0
JODI SPERICO	DIRECTOR	1	Director	$0	$0	$0
CYNTHIA METZGE	DIRECTOR	1	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2020	$30,633	$36,885	$85,898	$-6,252
2019	$74,459	$98,042	$98,648	$-23,583
2018	$113,907	$126,259	$129,385	$-12,352

Association of Fundraising Professionals LI Chapter