ASSOCIATION OF FUNDRAISING PROFESSIONALS WASHINGTON DC METRO AREA CHAPTER (EIN 521290168) - 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

1986

Legal Domicile

Principal Officer

VICTORIA DIETZ

Phone

2028457450

Tax Period

2023-01-01 to 2023-12-31

ASSOCIATION OF FUNDRAISING PROFESSIONALS WASHINGTON DC METRO AREA CHAPTER, founded in 1986, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.5M in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum. Expenses of $2.3M left a modest 8% surplus.

Mission

SEE PART III, LINE 1.

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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 $7,892

Program Service Revenue $2,442,164

Investment Income $3,741

Other Revenue $11,371

TOTAL REVENUE $2,465,168

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,132,082

Other Expenses $2,277,999

TOTAL EXPENSES $2,277,999

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,465,168	$1,824,454	+0.4%
Expenses	$2,277,999	$1,762,758	+0.3%
Net Income	$187,169	$61,696	+2.0%

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
PAUL YEGHIAYAN	PRESIDENT	3.00	Officer Director	$0	$0	$0
KRIS KUHNS	PRESIDENT ELECT	3.00	Officer Director	$0	$0	$0
AUDREY M JOHNSON CFRE	IMMEDIATE PAST PRESIDENT	3.00	Officer Director	$0	$0	$0
VICTORIA DIETZ	TREASURER/SECRETARY	3.00	Officer Director	$0	$0	$0
HEATHER SHERMAN	VICE PRESIDENT, GOVERNANCE	3.00	Officer Director	$0	$0	$0
SARAH MILLER	VICE PRESIDENT, MEMBERSHIP	3.00	Officer Director	$0	$0	$0
ELLICA CHURCH	VICE PRESIDENT, VOLUNTEER	3.00	Officer Director	$0	$0	$0
BETH KELLER	VICE PRESIDENT, MARKETING	3.00	Officer Director	$0	$0	$0
STARSHA VALENTINE	VICE PRESIDENT, IDEA	3.00	Officer Director	$0	$0	$0
JULIE UPHAM	VICE PRESIDENT, BRIDGE	3.00	Officer Director	$0	$0	$0
JEN NEWMEYER	VICE PRESIDENT, EDUCATION	3.00	Officer Director	$0	$0	$0
VALENTINO BRYANT	DIRECTOR AT LARGE	3.00	Director	$0	$0	$0
MIRVLYNE BRICE	DIRECTOR AT LARGE	3.00	Director	$0	$0	$0
RYAN CASSIDY	DIRECTOR AT LARGE	3.00	Director	$0	$0	$0
TOMMY AMAL	DIRECTOR AT LARGE	3.00	Director	$0	$0	$0
DARNELL BURTIN	DIRECTOR AT LARGE	3.00	Director	$0	$0	$0
JOHN CAMPBELL	DIRECTOR AT LARGE	3.00	Director	$0	$0	$0
ALISSA PLATZ	DIRECTOR AT LARGE	3.00	Director	$0	$0	$0
DOUG TROUT	DIRECTOR AT LARGE	3.00	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	$2,465,168	$2,277,999	$1,003,390	$187,169
2022	$1,824,454	$1,762,758	$731,809	$61,696
2021	$743,422	$719,960	$717,975	$23,462
2020	$166,061	$359,959	$732,255	$-193,898
2019	$421,336	$347,687	$759,712	$73,649
2018	$385,663	$393,524	$638,288	$-7,861

ASSOCIATION OF FUNDRAISING PROFESSIONALS WASHINGTON DC METRO AREA CHAPTER