ASSOC OF FUNDRAISING PROFESSIONALS OH GREATER CINCINNATI CHAPTER (EIN 311242682) - 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

1977

Legal Domicile

Principal Officer

TRICIA SUNDERS

Phone

5139335447

Tax Period

2019-01-01 to 2019-12-31

ASSOC OF FUNDRAISING PROFESSIONALS OH GREATER CINCINNATI CHAPTER, founded in 1977, is a small nonprofit that reported $132K in total revenue in fiscal year 2019. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $35K, a strong 27% operating margin.

Mission

PROVIDE A FORUM FOR ADVANCING PHILANTHROPY THROUGH EDUCATION, TRAINING AND ADVOCACY.

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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 (2019)

Revenue Breakdown

Contributions & Grants $104,848

Program Service Revenue $112,592

Investment Income $1,272

Other Revenue $-86,841

TOTAL REVENUE $131,871

Expense Breakdown

Grants Paid $10,380

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $59,435

Other Expenses $86,456

TOTAL EXPENSES $96,836

Year-over-Year Comparison

	2019	2018	Change
Revenue	$131,871	$102,923	+0.3%
Expenses	$96,836	$89,048	+0.1%
Net Income	$35,035	$13,875	+1.5%

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

143

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
JACKIE BAUMGARTNER	TREASURER &	2.50	Officer Director	$0	$0	$0
AARON BLEY	LEADERSHIP S	5.00	Director	$0	$0	$0
JEAN COGGAN	VP OF COMMUN	0.50	Director	$0	$0	$0
BETHANY DOVERSPIKE	NPD CHAIR	6.00	Director	$0	$0	$0
MATTHEW GELLIN	CO-VP EDUCAT	2.50	Director	$0	$0	$0
LAURA GLEIMER	COLLEGIATE L	5.00	Director	$0	$0	$0
MIKE GRIFFIN	VP OF FUND D	1.00	Director	$0	$0	$0
KILA HANRAHAN	ENGAGEMENT C	1.00	Director	$0	$0	$0
MICHELLE HARPENAU	DIRECTOR OF	2.00	Director	$0	$0	$0
JENNIFER HORVATH	DIR OF STRAT	1.00	Director	$0	$0	$0
JIM HUDSON	PAST-PRESIDE	2.00	Director	$0	$0	$0
PHILLIP JAMES	VP OF MEMBER	1.00	Director	$0	$0	$0
RACHEL KIRLEY	PRESIDENT EL	15.00	Officer Director	$0	$0	$0
LAURA PROTO	DIRECTOR OF	4.50	Director	$0	$0	$0
KAT STEINER	CO-VP EDUCAT	1.00	Director	$0	$0	$0
TRICIA SUNDERS	PRESIDENT	6.00	Officer Director	$0	$0	$0
MIKE VOLAN	DIRECTOR OF	1.00	Director	$0	$0	$0
LISA WILLIAMS-NELSON	DIR OF DIVER	2.00	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
2019	$131,871	$96,836	$227,106	$35,035
2018	$102,923	$89,048	$180,288	$13,875

ASSOC OF FUNDRAISING PROFESSIONALS OH GREATER CINCINNATI CHAPTER