Association of Fundraising Professionals - Golden Gate Chapter (EIN 943011524) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Principal Officer

Lucy Porras

Phone

8006663863

Tax Period

2024-01-01 to 2024-12-31

Association of Fundraising Professionals - Golden Gate Chapter, founded in 1993, is a small nonprofit that reported $388K in total revenue in fiscal year 2018. Expenses of $362K left a modest 7% surplus.

Mission

The mission of the AFP Golden Gate is to promote philanthropy and to support the effective and ethical work of the diverse community of Bay Area fundraising professionals. The AFP-GGC is one of the twenty largest regional chapters of the AFP North America.

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $159,330

Program Service Revenue $76,119

Investment Income $8

Other Revenue $0

TOTAL REVENUE $235,457

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $4,710

Program Expenses $249,447

Other Expenses $269,296

TOTAL EXPENSES $269,296

Year-over-Year Comparison

	2024	2023	Change
Revenue	$235,457	$109,035	+1.2%
Expenses	$269,296	$157,956	+0.7%
Net Income	$-33,839	$-48,921	-0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Carlos Castaneda	Director	2.00	Director	$0	$0	$0
Kelley Coe	Past President	2.00	Officer Director	$0	$0	$0
Kelly Ferguson	Director	2.00	Director	$0	$0	$0
Eliane Fersan	Director	2.00	Director	$0	$0	$0
Andrea Lloyd	Director	2.00	Director	$0	$0	$0
Esther Landau	Director	2.00	Director	$0	$0	$0
Jarae Clarke	Director	2.00	Director	$0	$0	$0
Mathew Easterwood	Director	2.00	Director	$0	$0	$0
Niquole Esters	Director	2.00	Director	$0	$0	$0
Dena Vongchanh	President Elect	2.00	Officer Director	$0	$0	$0
Jocelyn Wicker	Director	2.00	Director	$0	$0	$0
Melissa Irish	Director	2.00	Director	$0	$0	$0
Paul Petrequin	Director	2.00	Director	$0	$0	$0
Michaela Hayes	Secretary	2.00	Officer Director	$0	$0	$0
Chirag Patel	Director	2.00	Director	$0	$0	$0
Lucy Porras	President	2.00	Officer Director	$0	$0	$0
Mark Ruffo	Treasurer	2.00	Officer Director	$0	$0	$0
Marisol Terrazas	Director	2.00	Director	$0	$0	$0
Elissa Roy	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	$235,457	$269,296	$130,205	$-33,839
2022	$240,296	$291,641	$203,794	$-51,345
2021	$290,634	$236,040	$275,330	$54,594
2020	$215,481	$208,638	$212,928	$6,843
2019	$354,607	$423,307	$191,949	$-68,700
2018	$387,970	$361,627	$254,498	$26,343

Association of Fundraising Professionals - Golden Gate Chapter