ASSOCIATION OF FUNDRAISING PROFESS… - Form 990 Financial Data

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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

1984

Legal Domicile

Principal Officer

JOSH HIRSCH

Phone

7035198452

Tax Period

2019-01-01 to 2019-12-31

ASSOCIATION OF FUNDRAISING PROFESSIONALS PALM BEACH COUNTY CHAPTER, founded in 1984, is a micro nonprofit that reported $61K in total revenue in fiscal year 2019. Revenue decreased 11% compared to the prior year. Expenses of $77K exceeded revenue, resulting in a 25% operating deficit.

Mission

PHILANTHROPIC EDUCATION, RESOURCES AND NETWORKING

Program Service Accomplishments

Program 1

Expenses: $37,014 Revenue: $16,335

Host monthly luncheon meetings(60 to 85 people) which feature a speaker discussing a myriad of philanthropic topics. These luncheons promote education for new fundraisers and CEU for seasoned...

Host monthly luncheon meetings(60 to 85 people) which feature a speaker discussing a myriad of philanthropic topics. These luncheons promote education for new fundraisers and CEU for seasoned fundraisers as well as an opportunity to network with professionals in the fundraising community. Monthly audio-conferences (approx. 15 attendees) on different topics each month that is provided free of charge to members and non-members.

Program 2

Expenses: $39,582 Revenue: $44,900

National Philanthropy Day luncheon is held and awards are presented to philanthropic community in the following categories: outstanding volunteer fundraiser, outstanding philanthropist, outstanding philanthropic corporation, outstanding philanthropic private foundation, outstanding philanthropic corporate foundation and outstanding planned giving/legacy honoree.

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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 $0

Program Service Revenue $61,235

Investment Income $37

Other Revenue $0

TOTAL REVENUE $61,272

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $76,596

Other Expenses $76,596

TOTAL EXPENSES $76,596

Year-over-Year Comparison

	2019	2018	Change
Revenue	$61,272	$68,509	-0.1%
Expenses	$76,596	$79,047	0.0%
Net Income	$-15,324	$-10,538	+0.5%

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

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
Josh Hirsch	Immediate President	2.00	Officer Director	$0	$0	$0
Lisa Archer	Treasurer	2.00	Officer Director	$0	$0	$0
Ben Starling III	Secretary	2.00	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
2019	$61,272	$76,596	$73,346	$-15,324
2018	$68,509	$79,047	$88,278	$-10,538

ASSOCIATION OF FUNDRAISING PROFESSIONALS PALM BEACH COUNTY CHAPTER