ASSOCIATION OF FUNDRAISING PROFESSIONALS DALLAS CHAPTER (EIN 751921730) - 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

1993

Legal Domicile

Principal Officer

EMILY KETTLEWELL

Phone

9722339107

Tax Period

2023-01-01 to 2023-12-31

ASSOCIATION OF FUNDRAISING PROFESSIONALS DALLAS CHAPTER, founded in 1993, is a small nonprofit that reported $297K in total revenue in fiscal year 2018. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $270K left a modest 9% surplus.

Mission

To advance the profession of fundraising through professional development and public awareness of the profession and philanthropy.

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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 $83,390

Program Service Revenue $138,731

Investment Income $602

Other Revenue $0

TOTAL REVENUE $222,723

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $3,034

Program Expenses $196,104

Other Expenses $219,212

TOTAL EXPENSES $219,212

Year-over-Year Comparison

	2023	2022	Change
Revenue	$222,723	$161,654	+0.4%
Expenses	$219,212	$184,356	+0.2%
Net Income	$3,511	$-22,702	-1.2%

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
HANNAH GARCIA	VP-EX AFFAIRS	2.00	Officer Director	$0	$0	$0
ALICIA PEOPLES JD	PRESIDENT ELECT	2.00	Officer Director	$0	$0	$0
EMILY KETTLEWELL	President	2.00	Officer Director	$0	$0	$0
DARRYL ATWATERS	IDEA CHAIR	2.00	Director	$0	$0	$0
DANIELLE DAVILA	VP PROF DEV	2.00	Officer Director	$0	$0	$0
ASHANTI WILLIAMS	COLLEGIATE	2.00	Director	$0	$0	$0
ELIZABETH ADAMS	VP-ADMIN & GOV	2.00	Officer Director	$0	$0	$0
CHRISTINE HESKES	SCHOLARSHIP	2.00	Director	$0	$0	$0
EVAN WHITE	VP MEMBERSHIP	2.00	Officer Director	$0	$0	$0
ASHLEY EDLING	EMERGING LEADER	2.00	Director	$0	$0	$0
CLAYTON ELLIS	PROGRAM CHAIR	2.00	Director	$0	$0	$0
SAVANNAH ESPIRITU	COMM CHAIR	2.00	Director	$0	$0	$0
CAMERON HERNHOLM	CFRE COURSES	2.00	Officer Director	$0	$0	$0
DIANA MARQUIS	EXEC CONVERSA.	2.00	Officer Director	$0	$0	$0
CHRISTINA MOORE-SALINAS	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
MANUEL MESA	Treasurer	2.00	Officer Director	$0	$0	$0
CLINT RILEY	MENTOR CHAIR	2.00	Director	$0	$0	$0
MICHAEL SCHWERIN	PHILANTHROPY	2.00	Director	$0	$0	$0
ASHLEY WATKINS	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
2024	No data	No data	No data	No data
2023	$222,723	$219,212	$41,053	$3,511
2019	$229,417	$259,949	$89,078	$-30,532
2018	$297,227	$270,327	$117,355	$26,900

ASSOCIATION OF FUNDRAISING PROFESSIONALS DALLAS CHAPTER