Civic Intelligence

Association of Fundraising Professionals

EIN 36-2669293 • 501(c)3 • Chicago, IL

Profile

AFP Chicago provides members with educational and networking opportunities including best practices and industry ethics guidelines. Education and networking programs include webinars, Philanthropy Awards Luncheon, as well as additional opportunities to bring together members by interest area.

222 S Riverside Plaza 1870Chicago, IL 60606

afpchicago.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

63rd percentile

0.00x

Higher debt load relative to revenue than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

28th percentile

-13%

Higher net margin than 28% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

34th percentile

-17%

Faster asset growth than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

50th percentile

-1.9%

Faster revenue growth than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$227,528

Down $45,309 (-17%) from 2023

Liabilities

Down

$98

Down $5,188 (-98%) from 2023

Net Assets

Down

$227,430

Down $40,121 (-15%) from 2023

Operations
Liabilities / Revenue63rd percentileNet Margin28th percentile

Revenue

Down

$312,270

Down $6,132 (-1.9%) from 2023

Expenses

Up

$352,392

Up $62,538 (+22%) from 2023

Net Income

Down

-$40,122

Down $68,670 (-241%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2020: $309,480Liabilities 2020: $22,156Net Assets 2020: $287,3242020Assets 2021: $292,103Liabilities 2021: $26,385Net Assets 2021: $265,7182021Assets 2022: $263,193Liabilities 2022: $24,190Net Assets 2022: $239,0032022Assets 2023: $272,837Liabilities 2023: $5,286Net Assets 2023: $267,5512023Assets 2024: $227,528Liabilities 2024: $98Net Assets 2024: $227,4302024

Highlighted filing

2024

Assets$227,528
Liabilities$98
Net Assets$227,430
Open 2024 Filing

Operations Trend

Revenue Growth50th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2020: $212,725Expenses 2020: $238,539Net Income 2020: -$25,8142020Revenue 2021: $235,517Expenses 2021: $257,798Net Income 2021: -$22,2812021Revenue 2022: $299,642Expenses 2022: $326,357Net Income 2022: -$26,7152022Revenue 2023: $318,402Expenses 2023: $289,854Net Income 2023: $28,5482023Revenue 2024: $312,270Expenses 2024: $352,392Net Income 2024: -$40,1222024

Highlighted filing

2024

Revenue$312,270
Expenses$352,392
Net Income-$40,122
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$227,528
Liabilities
$98
Net assets
$227,430
Revenue
$312,270
Expenses
$352,392
Net income
-$40,122
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.27$3.12$3.52$0.40
2023Detailed filing. Detailed filing data is available for this year.$2.73$0.05$2.68$3.18$2.90$0.29
2022Detailed filing. Detailed filing data is available for this year.$2.63$0.24$2.39$3.00$3.26$0.27
2021Detailed filing. Detailed filing data is available for this year.$2.92$0.26$2.66$2.36$2.58$0.22
2020Detailed filing. Detailed filing data is available for this year.$3.09$0.22$2.87$2.13$2.39$0.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 6, 2025
Return Version
2024v5.2
Gross Receipts
$312,270
Mission and Program Overview

Mission

AFP Chicago provides members with educational and networking opportunities including best practices and industry ethics guidelines. Education and networking programs include webinars, quarterly luncheons, an annual one-day Conference, Philanthropy Awards Luncheon, as well as additional opportunities to bring together members by interest area.

Afp chicago provides members with educational and networking opportunities including best practices and industry ethics guidelines. Education and networking programs include webinars, philanthropy awards luncheon, as well as additional opportunities to bring together members by interest era.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$140,383$145,818▲ $5,435
Savings and Temporary Cash Investments$121,933$62,710▼ $59,223
Accounts Receivable$9,021$19,000▲ $9,979
Prepaid Expenses and Deferred Charges$1,500--
Total Assets$272,837$227,528▼ $45,309
Liabilities
Accounts Payable and Accrued Expenses$3,646--
Deferred Revenue$1,640--
Other Liabilities$0$98▲ $98
Total Liabilities$5,286$98▼ $5,188
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$267,551$227,430▼ $40,121
Total Net Assets Fund Balance$267,551$227,430▼ $40,121
Total Liabilities and Net Assets / Fund Balance$272,837$227,528▼ $45,309
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Carlos a TrejoPresident
Sarah DanahyPresident- Elect
Elizabeth HalajianVice President - Resource
George RattinVice President Continuous Learning Council
Judith ColemanVice President- Idea
Ashley GillVice President- Member Engagment
Amy FunkDirector
Amy TinucciDirector
Andera KerrDirector
Chris ToftDirector
Christopher ChanstonDirector
Courtney LabettiDirector
Derek LambertDirector
Dottie Bb GordonDirector
Jessica RodriguezDirector
Joeseph LikeDirector
Kathy SlaughterDirector
Kristienne HannaDirector
Tula GogolakDirector
William NalleyDirector
Susan M ZellnerSecretary
Kelsey NelsonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Chicago Association ManagementManagement Services400 E RANDOPLH ST STE 2305, Chicago, IL 60601$235,500
Revenue and Support

Revenue Composition

Contributions and Grants
$63,861
Program Service Revenue
$244,060
Investment Income
$2,501
Other Revenue
$1,848
All Other Contributions
$15,380
Change in Net Assets
$-40,122
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$352,392
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$235,500--$235,500
All Other Expenses$6,602$2,082-$8,684
Other Expenses$6,008--$6,008
Fees for Services Legal-$1,851-$1,851
Fees for Services Other$1,840--$1,840
Insurance$893--$893
Advertising$725--$725
Office Expenses-$703-$703
Information Technology$558--$558
Total Functional Expenses$347,756$4,636$0$352,392
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Prepaid Revenue$98
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The organization contracts with a management company to provide office facilities, management, accounting, staffing, and support services.”

Form 990, Part VI, Section A, Line 7A

“Membership based organization. Officers and directors attend six hour meetings per year, attend association-related meetings as necessary and requested, and chair/co-chair various commmittees and task forces. Officers/members of the executive committee also participate in five additional monthly meetings as well as duties related to specific offices.”

Form 990, Part VI, Section B, Line 11B

“The organization's controller works closely with the form 990 preparer in answering all questions on the form as well as providing accurate information and other information for inclusion. A draft of the form is reviewed by the executive director and controller prior to finalization. Any changes they determine are required to incorporate into the final form prior to filing. A copy of form 990 is provided to the organization's governing board before it is filed on the board resources website of the organization.”

Form 990, Part VI, Section B, Line 12C

“Annual statements are provided by the board of directors and a periodic review of the organization's transactions are done by officers.”

Form 990, Part VI, Section C, Line 19

“All documents are available to the public upon request”

Filing and Contact Details

Filer

Filer Name
Association of Fundraising Professionals
EIN
36-2669293
Phone
3126986252
Address
222 S RIVERSIDE PLAZA 1870, CHICAGO, IL 60606

Signing Officer

Name
Carlos a Trejo
Title
President
Phone
3125001410
Signed
2025-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carlos a Trejo
Formed
1966
Legal Domicile
Il
Voting Board Members
22
Independent Board Members
22
Employees
0
Volunteers
300

Preparer

Firm
Swartz Retson & Co Pc
Address
235 E 86TH AVENUE, MERRILLVILLE, IN 46410
Preparer
Richard a Young
Phone
2197693616
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT- ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT CONTINUOUS LEARNING COUNCIL
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT - RESOURCE
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT- MEMBER ENGAGMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE PRESIDENT- IDEA
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01966
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0312270
IRS990/GroupExemptionNum03237
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt022
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt0558
IRS990/InformationTechnologyGrp/TotalAmt0558
IRS990/InsuranceGrp/ProgramServicesAmt0893
IRS990/InsuranceGrp/TotalAmt0893
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02501
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt02501
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt048481
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0AFP CHICAGO PROVIDES MEMBERS WITH EDUCATIONAL AND NETWORKING OPPORTUNITIES INCLUDING BEST PRACTICES AND INDUSTRY ETHICS GUIDELINES. EDUCATION AND NETWORKING PROGRAMS INCLUDE WEBINARS, PHILANTHROPY AWARDS LUNCHEON, AS WELL AS ADDITIONAL OPPORTUNITIES TO BRING TOGETHER MEMBERS BY INTEREST AREA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0267551
IRS990/NetAssetsOrFundBalancesEOYAmt0227430
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0267551
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0227430
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0703
IRS990/OfficeExpensesGrp/TotalAmt0703
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0AWARDS- FOOD & BEVERAGE
IRS990/OtherExpensesGrp/Desc1EVENT SUPPLIES
IRS990/OtherExpensesGrp/Desc2DUE EXPENSES
IRS990/OtherExpensesGrp/Desc3AWARDS- OTHER EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt056251
IRS990/OtherExpensesGrp/ProgramServicesAmt131740
IRS990/OtherExpensesGrp/ProgramServicesAmt27639
IRS990/OtherExpensesGrp/ProgramServicesAmt36008
IRS990/OtherExpensesGrp/TotalAmt056251
IRS990/OtherExpensesGrp/TotalAmt131740
IRS990/OtherExpensesGrp/TotalAmt27639
IRS990/OtherExpensesGrp/TotalAmt36008
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt098
IRS990/OtherRevenueMiscGrp/BusinessCd0541610
IRS990/OtherRevenueMiscGrp/Desc0FELLOWSHIP FEE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01848
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01848
IRS990/OtherRevenueTotalAmt01848
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01500
IRS990/PrincipalOfficerNm0CARLOS A TREJO
IRS990/PriorPeriodAdjustmentsAmt01
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1541610
IRS990/ProgramServiceRevenueGrp/BusinessCd2611430
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0PHILANTHROPY AWARDS
IRS990/ProgramServiceRevenueGrp/Desc1JOB SOURCE
IRS990/ProgramServiceRevenueGrp/Desc2EDUCATION
IRS990/ProgramServiceRevenueGrp/Desc3IDEA WFARE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0156950
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt148845
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt238065
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3200
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0156950
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt148845
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt238065
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3200
IRS990/ProgSrvcAccomActy2Grp/Desc0AWARDS-ANNUAL AWARDS PROGRAM RECOGNIZING THE OUTSTANDING ACHIEVEMENTS OF INDIVIDUALS, FOUNDATIONS AND CORPORATE PHILANTHROPISTS, FUNDRAISING VOLUNTEERS, AND FUNDRAISING EXECUTIVES IN THE CHICAGO COMMUNITY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0223521
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0156950
IRS990/ProgSrvcAccomActy3Grp/Desc0MEMBERSHIP DUES- ANNUAL MEMBERSHIP DIRECTORY. ONLINE JOB SOURCES WHICH ASSISTS MEMBERS IN LOCATING OPEN DEVELOPMENT POSITIONS; I.D.E.A. (INCLUSION, DIVERSITY, EQUITY, AND ACCESS) PROGRAMMING INCLUDING AFFINITY GROUPS AND ALL-CHAPTER PROGRAMS TO PROMOTE IDEA; MONTHLY MEMBERS NETWORKING EVENTS; OUTREACH TO NEW; LAPSED AND RENEWING MEMBERS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt069143
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt049329
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER EVENTS TOTAL
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0804
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt01564
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt06832
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0242
IRS990/PYOtherExpensesAmt0289854
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0311328
IRS990/PYRevenuesLessExpensesAmt028548
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0289854
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0318402
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-40122
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt038065
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0121933
IRS990/SavingsAndTempCashInvstGrp/EOYAmt062710
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt063861
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt079142
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt067329
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt062878
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt063332
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0336542
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02501
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0242
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt024
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt044
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0670
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03481
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02501
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0242
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt044
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0670

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