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

1969

Legal Domicile

Principal Officer

AUDRA JESUDASON

Phone

8328715961

Tax Period

2023-01-01 to 2023-12-31

ASSOCIATION OF FUNDRAISING PROFESSIONALS GREATER HOUSTON CHAPTER, founded in 1969, is a small nonprofit that reported $342K in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. Expenses of $376K exceeded revenue, resulting in a 10% operating deficit.

Mission

THE CHAPTER IS AN AFFILIATE OF THE ASSOCIATION OF FUNDRAISING PROFESSIONALS, WHICH ADVANCES PHILANTHROPY BY ENABLING ETHICAL AND EFFECTIVE FUNDRAISING. AFP FULFILLS THIS MISSION THROUGH EDUCATION, TRAINING, MENTORING, RESEARCH, CREDENTIALING, AND ADVOCACY.

Program Service Accomplishments

Program 1

Expenses: $153,392 Revenue: $182,961

NATIONAL PHILANTRHOPY DAY (NPD) RECOGNIZES THE SIGNIFICANT CONTRIBUTIONS OF PHILANTHROPY AND THOSE ACTIVE IN THE PHILANTHROPIC COMMUNITY. NPD CELEBRATES THE ENDLESS DAILY CONTRIBUTIONS INDIVIDUALS...

NATIONAL PHILANTRHOPY DAY (NPD) RECOGNIZES THE SIGNIFICANT CONTRIBUTIONS OF PHILANTHROPY AND THOSE ACTIVE IN THE PHILANTHROPIC COMMUNITY. NPD CELEBRATES THE ENDLESS DAILY CONTRIBUTIONS INDIVIDUALS AND ORGANIZATIONS ACROSS THE WORLD MAKE TO COUNTLESS CAUSES AND MISSIONS.

Program 2

Expenses: $81,963 Revenue: $79,025

AFP HOSTS EDUCATIONAL PROGRAMS WHICH PROVIDE HIGH-LEVEL SPEAKERS AND VARYING TOPICS AS WELL AS NETWORKING OPPORTUNITIES FOR PROFESSIONALS LOOKING TO FUTHER THEIR CAREERS.

Program 3

Expenses: $60,175 Revenue: $0

AFP PROVIDES MEMBERSHIP SCHOLARSHIPS FOR MEMBERS TO ACCESS THE TOOLS NEEDED TO BECOME A BETTER FUNDRAISER. ADDITIONALLY, THERE ARE SCHOLARSHIPS PROVIDED FOR EACH MAJOR PROGRAM AS WELL AS SCHOLARSHIPS TO TAKE THE CERTIFIED FUND-RAISING EXECUTIVE TEST AND ATTEND THE INTERNATIONAL CONEFERENCE.

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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 $71,143

Program Service Revenue $261,986

Investment Income $8,555

Other Revenue $0

TOTAL REVENUE $341,684

Expense Breakdown

Grants Paid $18,976

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $295,530

Other Expenses $357,299

TOTAL EXPENSES $376,275

Year-over-Year Comparison

	2023	2022	Change
Revenue	$341,684	$390,956	-0.1%
Expenses	$376,275	$378,575	0.0%
Net Income	$-34,591	$12,381	-3.8%

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

100

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
JILL ASSIR	PRESIDENT	15.00	Officer Director	$0	$0	$0
LOUBEL GALIK	PRESIDENT ELECT	10.00	Officer Director	$0	$0	$0
SERJIO BREREDA	SECRETARY	5.00	Officer Director	$0	$0	$0
VICTOR BROOKS	TREASURER	5.00	Officer Director	$0	$0	$0
BRENA BAUMANN-GONZALEZ	PAST PRESIDENT	10.00	Officer Director	$0	$0	$0
AMY LAMPI	DIRECTOR	2.00	Director	$0	$0	$0
AUDRA JESUDASON	ASSISTANT TREASURER	2.00	Director	$0	$0	$0
BROOKE BAUGH	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTINE ANN STEVENS	DIRECTOR	2.00	Director	$0	$0	$0
ELDON LEWIS	DIRECTOR	2.00	Director	$0	$0	$0
ELIZABETH WILSON	DIRECTOR	2.00	Director	$0	$0	$0
KIRSTEN SCHACHTER	DIRECTOR	2.00	Director	$0	$0	$0
LISA LORENA GARCES	DIRECTOR	2.00	Director	$0	$0	$0
LINDSAY LEWIS	DIRECTOR	2.00	Director	$0	$0	$0
NEKIA ROBINSON	DIRECTOR	2.00	Director	$0	$0	$0
NICOLE GABLER	DIRECTOR	2.00	Director	$0	$0	$0
RONNIE HAGERTY	DIRECTOR	2.00	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	$341,684	$376,275	$462,551	$-34,591
2022	$390,956	$378,575	$470,582	$12,381
2021	$238,866	$192,247	$510,496	$46,619
2019	$312,076	$315,962	$488,585	$-3,886
2018	$240,202	$290,240	$457,542	$-50,038

ASSOCIATION OF FUNDRAISING PROFESSIONALS GREATER HOUSTON CHAPTER