ASSOC OF FUNDRAISING PROFESSIONALS GREATER ATLANTA CHAPTER (EIN 581868370) - 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

2001

Legal Domicile

Principal Officer

DANIELLE WILKES

Phone

8778450704

Tax Period

2024-01-01 to 2024-12-31

ASSOC OF FUNDRAISING PROFESSIONALS GREATER ATLANTA CHAPTER, founded in 2001, is a small nonprofit that reported $257K in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $232K left a modest 10% surplus.

Mission

AFP GREATER ATLANTA WORKS TO ADVANCE PHILANTHROPY, FOSTER GROWTH OF FUNDRAISING PROFESSIONALS, AND PROMOTE HIGH ETHICAL STANDARDS IN THE PROFESSION.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,062

Program Service Revenue $254,013

Investment Income $1,505

Other Revenue $174

TOTAL REVENUE $256,754

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $122,627

Other Expenses $232,122

TOTAL EXPENSES $232,122

Year-over-Year Comparison

	2024	2023	Change
Revenue	$256,754	$217,553	+0.2%
Expenses	$232,122	$222,751	+0.0%
Net Income	$24,632	$-5,198	-5.7%

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
DANIELLE ARMOUR	YOUNG PROF -	1.00	Director	$0	$0	$0
DANIELLE BOYD	VOLUNTEER CH	1.00	Director	$0	$0	$0
KATHERINE BRANCH	VP COMMUNICA	1.00	Officer Director	$0	$0	$0
SHANNON CLARK	PROGRAM CO-C	1.00	Director	$0	$0	$0
LAURA COATS	SUPPLEMENTAL	1.00	Director	$0	$0	$0
SUSANNAH DARROW	VP MEMBERSHI	1.00	Officer Director	$0	$0	$0
ALEXIS DEGRAFFENREID	PROGRAM CO-C	1.00	Director	$0	$0	$0
JAHMAIAH DONES	CFRE CO-CHAI	1.00	Director	$0	$0	$0
RACHEL EZZO	VP ADMINISTR	1.00	Officer Director	$0	$0	$0
KATIE FARMER	COMMUNICATIO	1.00	Director	$0	$0	$0
FRANCESCA FREDERICK	MENTORING CO	1.00	Director	$0	$0	$0
STUART HADDOW	SPONSORSHIP	1.00	Director	$0	$0	$0
LEIGH HALL	SPONSORSHIP	1.00	Director	$0	$0	$0
KATHRYN HENDERSON	NPD CHAIR	1.00	Officer Director	$0	$0	$0
JEFF JOWDY	VETERANS CO-	1.00	Director	$0	$0	$0
AUTUMN J LEE-CASS	PHILANTHROPY	1.00	Director	$0	$0	$0
LIZ LORETI	PRESIDENT EL	1.00	Officer Director	$0	$0	$0
KATE MCNEELY	PAST PRESIDE	1.00	Officer Director	$0	$0	$0
BEN MINOR	PHILANTHROPY	1.00	Director	$0	$0	$0
ERIN O'LEARY	VETERANS CO-	1.00	Director	$0	$0	$0
MAYA ROBINSON	MENTORING CO	1.00	Director	$0	$0	$0
CHRISSY PARKE ROSEN	CFRE CO-CHAI	1.00	Director	$0	$0	$0
RACHEL STANLEY	COMMUNICATIO	1.00	Director	$0	$0	$0
DEJANE' THOMPSON	VP DIVERSITY	1.00	Officer Director	$0	$0	$0
LAURA TURNER	ADVOCACY CHA	1.00	Director	$0	$0	$0
BREANNE WEST	TREASURER	1.00	Officer Director	$0	$0	$0
DANIELLE WILKES	PRESIDENT	1.00	Officer Director	$0	$0	$0
JENNIFER WILLIFORD	VP EDUCATION	1.00	Officer 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	$256,754	$232,122	$883,393	$24,632
2023	$217,553	$222,751	$825,075	$-5,198
2022	$222,880	$221,888	$781,908	$992
2021	$163,697	$148,208	$836,588	$15,489
2020	$119,530	$130,227	$761,841	$-10,697
2019	$244,475	$246,527	$747,799	$-2,052
2018	$240,450	$217,409	$694,407	$23,041

ASSOC OF FUNDRAISING PROFESSIONALS GREATER ATLANTA CHAPTER