Association of Fundraising Professionals (EIN 561770244) - 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

Principal Officer

Mike Blackwelder

Phone

7048254161

Tax Period

2019-01-01 to 2019-12-31

Association of Fundraising Professionals is a small nonprofit that reported $243K in total revenue in fiscal year 2019. Revenue surged 124% from the prior year, signaling strong growth momentum. Expenses of $214K left a modest 12% surplus.

Mission

The Charlotte Chapter of Association of Fundraising Professionals encourages educational and professional growth as well as public support of fund development for charitable organizations.

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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 $13,455

Program Service Revenue $228,733

Investment Income $711

Other Revenue $0

TOTAL REVENUE $242,899

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $174,049

Other Expenses $213,608

TOTAL EXPENSES $213,608

Year-over-Year Comparison

	2019	2018	Change
Revenue	$242,899	$108,275	+1.2%
Expenses	$213,608	$105,764	+1.0%
Net Income	$29,291	$2,511	+10.7%

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

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
Josh Jacobson	Past President	6.25	Officer	$0	$0	$0
Mike Blackwelder	President	6.25	Officer	$0	$0	$0
Sarah Lanners	Treasurer	3.75	Officer	$0	$0	$0
Caitlin Donley	Secretary	1.25	Officer	$0	$0	$0
Penny Hawkins	President Elect	6.25	Officer	$0	$0	$0
Jessica Otto	Director	1.25		$0	$0	$0
Lori Avery	Director	1.25		$0	$0	$0
Robert Touchstone	Director	1.25		$0	$0	$0
Karen Beach	Director	1.25		$0	$0	$0
Heather Moeller	Director	1.25		$0	$0	$0
Alex Reardon	Director	1.25		$0	$0	$0
Jane Weaver	Director	1.25		$0	$0	$0
Jane Sanders	Director	1.25		$0	$0	$0
Emily Rester	Director	1.25		$0	$0	$0
Nick Stewart	Director	1.25		$0	$0	$0
Lucy Mitchell	Director	1.25		$0	$0	$0
Rex Otey	Director	1.25		$0	$0	$0
Megan Mitcham	Director	1.25		$0	$0	$0
Brittany Jenkins	Director	1.25		$0	$0	$0
Katy Ryan	Director	1.25		$0	$0	$0
Sharon Bremer	Director	1.25		$0	$0	$0
Holly Drummond	Director	1.25		$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	$242,899	$213,608	$204,414	$29,291

Association of Fundraising Professionals