Association of Fundraising Professionals - Chicago Chapter (EIN 362669293) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1966

Legal Domicile

Principal Officer

Nathan Armstrong

Phone

3125001410

Tax Period

2023-01-01 to 2023-12-31

Association of Fundraising Professionals - Chicago Chapter, founded in 1966, is a small nonprofit that reported $213K in total revenue in fiscal year 2020. Revenue fell 56% from the prior year — a significant decline worth monitoring. Expenses of $239K exceeded revenue, resulting in a 12% operating deficit.

Mission

AFP Chicago provides members with educational and networking opportunities including best practices and industry ethics guidelines. Education and networking programs include webinars, Philanthropy Awards Luncheon, as well as additional opportunities to bring together members by interest area.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $6,832

Program Service Revenue $311,328

Investment Income $242

Other Revenue $0

TOTAL REVENUE $318,402

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $233,710

Other Expenses $289,854

TOTAL EXPENSES $289,854

Year-over-Year Comparison

	2023	2022	Change
Revenue	$318,402	$299,642	+0.1%
Expenses	$289,854	$326,357	-0.1%
Net Income	$28,548	$-26,715	-2.1%

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

108

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
Ann Grant	President	4.00	Officer Director	$0	$0	$0
Carlos A Trejo	President Elect	3.00	Officer Director	$0	$0	$0
Dottie BB Gordon	Vice President	3.00	Officer Director	$0	$0	$0
Ashley Gill	Vice President	3.00	Officer Director	$0	$0	$0
Kelsey Nelson	Vice President	3.00	Officer Director	$0	$0	$0
Judith Coleman	Vice President	3.00	Officer Director	$0	$0	$0
Sarah A Danahy	Secretary	3.00	Officer Director	$0	$0	$0
Christopher Chantson	Treasurer	3.00	Officer Director	$0	$0	$0
Nathan Armstrong	Immed Past Pres	3.00	Officer Director	$0	$0	$0
Ashli Adibe	Director	2.00	Director	$0	$0	$0
Lauren Birchlove	Director	2.00	Director	$0	$0	$0
Amy Funk	Director	2.00	Director	$0	$0	$0
Tula Gogolak	Director	2.00	Director	$0	$0	$0
Elizabeth Halajian	Director	2.00	Director	$0	$0	$0
Kristienne Hanna	Director	2.00	Director	$0	$0	$0
Ishan Johnson	Director	2.00	Director	$0	$0	$0
Anedra Kerr	Director	2.00	Director	$0	$0	$0
Derek Lambert	Director	2.00	Director	$0	$0	$0
Joseph Like	Director	2.00	Director	$0	$0	$0
Keri H Lowder	Director	2.00	Director	$0	$0	$0
William Nalley	Director	2.00	Director	$0	$0	$0
George Rattin	Director	2.00	Director	$0	$0	$0
Evin Marie Rayford	Director	2.00	Director	$0	$0	$0
Kathy Slaughter	Director	2.00	Director	$0	$0	$0
Kitty Snow	Director	2.00	Director	$0	$0	$0
Amy Tinucci	Director	2.00	Director	$0	$0	$0
Christopher P Toft	Director	2.00	Director	$0	$0	$0
Kimberly Vann	Director	2.00	Director	$0	$0	$0
Susan M Zellner	Director	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
2024	No data	No data	No data	No data
2023	$318,402	$289,854	$272,837	$28,548
2022	$299,642	$326,357	$263,193	$-26,715
2021	$235,517	$257,798	$292,103	$-22,281
2020	$212,725	$238,539	$309,480	$-25,814

Association of Fundraising Professionals - Chicago Chapter