ASSOCIATION OF FUNDRAISING PROFESSIONALS GREATER PHILADELPHIA CHAPTER (EIN 232325379) - 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

1960

Legal Domicile

Principal Officer

KELLY GRATTAN

Phone

5403360355

Tax Period

2023-01-01 to 2023-12-31

ASSOCIATION OF FUNDRAISING PROFESSIONALS GREATER PHILADELPHIA CHAPTER, founded in 1960, is a small nonprofit that reported $236K in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $37K, a strong 16% operating margin.

Mission

PROMOTE PROFESSIONAL FUNDRAISING PRACTICES. THE MISSION OF AFP-GPC IS TO ENHANCE THE PHILANTHROPIC EFFECTIVENESS OF THE GREATER PHILADELPHIA COMMUNITY THROUGH THE PROMOTION OF ETHICAL PRACTICES, PROFESSIONAL DEVELOPMENT, EDUCATION, COMMUNICATION, LEADERSHIP AND SERVICE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $62,493

Program Service Revenue $109,338

Investment Income $28

Other Revenue $64,515

TOTAL REVENUE $236,374

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $10,644

Program Expenses $121,823

Other Expenses $198,988

TOTAL EXPENSES $198,988

Year-over-Year Comparison

	2023	2022	Change
Revenue	$236,374	$185,103	+0.3%
Expenses	$198,988	$176,076	+0.1%
Net Income	$37,386	$9,027	+3.1%

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
KELLY GRATTAN PHD MBA CFRE	PRESIDENT	1.00	Officer Director	$0	$0	$0
MELANIE RICHTER	TREASURER	1.00	Officer Director	$0	$0	$0
SIMONE JEFFERS	SECRETARY	1.00	Officer Director	$0	$0	$0
ELIZABETH HEFNER	VICE PRESIDENT OF EDUCATIO	1.00	Officer Director	$0	$0	$0
ALAINA BILLING	VICE PRESIDENT OF MEMBERSH	1.00	Officer Director	$0	$0	$0
DORIS PARENT	CHAIR AND PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
LIZ MARAFINO FIOLA	CO-VICE PRESIDENT OF EXTERNAL	1.00	Officer Director	$0	$0	$0
DAN GETMAN	CO-VICE PRESIDENT OF EXTERNAL	1.00	Officer Director	$0	$0	$0
DON NEIMETZ	DIRECTOR	1.00	Director	$0	$0	$0
ASHLEY MYERS	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS POLITO	DIRECTOR	1.00	Director	$0	$0	$0
KRISTEN BROOKS	DIRECTOR	1.00	Director	$0	$0	$0
JOANNE SABATINI	DIRECTOR	1.00	Director	$0	$0	$0
VALERIE JOHNSON MBACFRE	DIRECTOR	1.00	Director	$0	$0	$0
JACQUELINE GITZES	DIRECTOR	1.00	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
2024	No data	No data	No data	No data
2023	$236,374	$198,988	$119,995	$37,386
2022	$185,103	$176,076	$82,609	$9,027
2022	$185,103	$176,076	$82,609	$9,027
2020	$106,365	$111,560	$50,224	$-5,195
2019	$184,027	$155,459	$55,419	$28,568

ASSOCIATION OF FUNDRAISING PROFESSIONALS GREATER PHILADELPHIA CHAPTER