Association of Fundraising Professionals co Steve Wilmont (EIN 770211514) - 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

Phone

7035198452

Tax Period

2018-01-01 to 2018-12-31

Association of Fundraising Professionals co Steve Wilmont is a small nonprofit that reported $149K in total revenue in fiscal year 2018. Expenses of $140K left a modest 6% surplus.

Mission

Development of fundraising managers

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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 (2018)

Revenue Breakdown

Contributions & Grants $107,253

Program Service Revenue $99,408

Investment Income $7,772

Other Revenue $-65,827

TOTAL REVENUE $148,606

Expense Breakdown

Grants Paid $1,520

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $123,064

Other Expenses $138,640

TOTAL EXPENSES $140,160

Year-over-Year Comparison

	2018	2017	Change
Revenue	$148,606	N/A	N/A
Expenses	$140,160	N/A	N/A
Net Income	$8,446	N/A	N/A

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

N/A

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
Katherine Wertheim	VP Comm	2.00	Officer Director	$0	$0	$0
Madeline Sattler	Past Co-Pres	2.00	Director	$0	$0	$0
Catherine L Kort	Director	2.00	Director	$0	$0	$0
Ashley Brown	President Elect	2.00	Officer Director	$0	$0	$0
Lynette Muscio	Director	2.00	Director	$0	$0	$0
Dena Jenson	Director	2.00	Director	$0	$0	$0
Brittany Napier	Director	2.00	Director	$0	$0	$0
Molly Kemper	Director	2.00	Director	$0	$0	$0
Amy Towner	Director	2.00	Director	$0	$0	$0
Heidi Whitman	Director	2.00	Director	$0	$0	$0
Pamela A Perkins-Dwyer	Past Co-Pre	2.00	Officer Director	$0	$0	$0
Steve Willmont	President	3.00	Officer Director	$0	$0	$0
Hilary Molina	Secretary	2.00	Officer Director	$0	$0	$0
Lauren Winnewisser	VP Membership	2.00	Officer Director	$0	$0	$0
Rob Dunton	Vice President	3.00	Officer Director	$0	$0	$0
Amber Landis-Stover	Director	2.00	Director	$0	$0	$0
Grace Robinson	Treasurer	2.00	Officer Director	$0	$0	$0
Debbie Williams	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
2018	$148,606	$140,160	$108,301	$8,446

Association of Fundraising Professionals co Steve Wilmont