Civic Intelligence

Association of Fundraising

EIN 56-1673777 • 501(c)3 • Raleigh, NC

Profile

To provide resources and support to fundraising professionals.

183 Wind Chime Court Suite 203Raleigh, NC 27615

www.afptriangle.org

Siviq Scores

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

Liabilities / Assets

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

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

Liabilities / Revenue

72nd percentile

0.02x

Higher debt load relative to revenue than 72% of similar nonprofits.

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

Net Margin

32nd percentile

-8.5%

Higher net margin than 32% 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

47th percentile

-4.0%

Faster asset growth than 47% of similar nonprofits.

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

Revenue Growth

29th percentile

-28%

Faster revenue growth than 29% of similar nonprofits.

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

Assets

Down

$75,650

Down $3,159 (-4.0%) from 2023

Liabilities

Down

$549

Down $82 (-13%) from 2023

Net Assets

Down

$75,101

Down $3,077 (-3.9%) from 2023

Revenue

Down

$36,268

Down $13,899 (-28%) from 2023

Expenses

Down

$39,345

Down $21,443 (-35%) from 2023

Net Income

Up

-$3,077

Up $7,544 (+71%) from 2023

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $68,985Liabilities 2011: $3,847Net Assets 2011: $65,1382011Assets 2012: $71,813Liabilities 2012: $5,753Net Assets 2012: $66,0602012Assets 2013: $79,190Liabilities 2013: $3,583Net Assets 2013: $75,6072013Assets 2014: $93,843Liabilities 2014: $5,375Net Assets 2014: $88,4682014Assets 2015: $100,579Liabilities 2015: $6,072Net Assets 2015: $94,5072015Assets 2016: $105,370Liabilities 2016: $4,643Net Assets 2016: $100,7272016Assets 2017: $119,541Liabilities 2017: $5,063Net Assets 2017: $114,4782017Assets 2018: $126,059Liabilities 2018: $5,005Net Assets 2018: $121,0542018Assets 2019: $107,020Net Assets 2019: $107,0202019Assets 2020: $92,893Liabilities 2020: $7,435Net Assets 2020: $85,4582020Assets 2021: $99,758Liabilities 2021: $1,582Net Assets 2021: $98,1762021Assets 2022: $88,848Liabilities 2022: $49Net Assets 2022: $88,7992022Assets 2023: $78,809Liabilities 2023: $631Net Assets 2023: $78,1782023Assets 2024: $75,650Liabilities 2024: $549Net Assets 2024: $75,1012024

Highlighted filing

2024

Assets$75,650
Liabilities$549
Net Assets$75,101

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $154,121Expenses 2011: $156,620Net Income 2011: -$2,4992011Revenue 2012: $126,089Expenses 2012: $125,167Net Income 2012: $9222012Revenue 2013: $139,864Expenses 2013: $130,317Net Income 2013: $9,5472013Revenue 2014: $139,138Expenses 2014: $126,277Net Income 2014: $12,8612014Revenue 2015: $122,143Expenses 2015: $116,104Net Income 2015: $6,0392015Revenue 2016: $131,107Expenses 2016: $124,887Net Income 2016: $6,2202016Revenue 2017: $130,462Expenses 2017: $116,711Net Income 2017: $13,7512017Revenue 2018: $144,565Expenses 2018: $137,989Net Income 2018: $6,5762018Revenue 2019: $33,566Expenses 2019: $47,600Net Income 2019: -$14,0342019Revenue 2020: $19,855Expenses 2020: $40,425Net Income 2020: -$20,5702020Revenue 2021: $57,549Expenses 2021: $44,831Net Income 2021: $12,7182021Revenue 2022: $52,338Expenses 2022: $61,715Net Income 2022: -$9,3772022Revenue 2023: $50,167Expenses 2023: $60,788Net Income 2023: -$10,6212023Revenue 2024: $36,268Expenses 2024: $39,345Net Income 2024: -$3,0772024

Highlighted filing

2024

Revenue$36,268
Expenses$39,345
Net Income-$3,077

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.76$0.01$0.75$0.36$0.39$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.79$0.01$0.78$0.50$0.61$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.52$0.62$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.00$0.02$0.98$0.58$0.45$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.93$0.07$0.85$0.20$0.40$0.21
2019Detailed filing. Detailed filing data is available for this year.$1.07$1.07$0.34$0.48$0.14
2018Detailed filing. Detailed filing data is available for this year.$1.26$0.05$1.21$1.45$1.38$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.20$0.05$1.14$1.30$1.17$0.14
2016Detailed filing. Detailed filing data is available for this year.$1.05$0.05$1.01$1.31$1.25$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.01$0.06$0.95$1.22$1.16$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.94$0.05$0.88$1.39$1.26$0.13
2013Detailed filing. Detailed filing data is available for this year.$0.79$0.04$0.76$1.40$1.30$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.06$0.66$1.26$1.25$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.04$0.65$1.54$1.57$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 5, 2025
Return Version
2024v5.0
Gross Receipts
$36,268
Mission and Program Overview

Mission

To provide resources and support to fundraising professionals

To provide resources and support to fundraising professionals.

Program Services

DescriptionGrantsExpenses
THE ASSOCIATION PROVIDES A RANGE OF PROGRAM OPPORTUNITIES TO ITS MEMBERS FOR THE PURPOSE OF NETWORKING, MENTORING AND EDUCATION. THESE OPPORTUNITIES ARE OFFERED BY HOSTING SMALL GROUPS AS WELL AS SENDING MEMBERS TO OUTSIDE CONFERENCES AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES.$2,730$5,372
ALTRU - "BIGGEST MONEY MAKING OPPORTUNITY": OPEN TO MEMBERS AND NON- MEMBERS, THIS CONFERENCE ATTRACTS NONPROFIT PROFESSIONALS, PHILANTHROPISTS, IMPACT INVESTORS, B-CORPORATIONS, AND MORE TO ANSWER TOUGH QUESTIONS AND STIMULATE COLLABORATIVE IDEAS FOR BUILDING NORTH CAROLINA'S NEXT ECONOMY.-$187
THE ASSOCIATION PROVIDES ACCESS TO A SERIES OF EIGHT USER-PAY WEBINARS TO ALLOW THEIR MEMBERS TO HOST VIEWING AND DISCUSSION EVENTS FOR OTHER MEMBERS AND NONMEMBERS IN THE HOSTS' WORKPLACES.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY SMITHPast Preside-$0--
CASEY THERRIENPresident-$0--
AL FLEMINGDirector-$0--
ALEJANDRO PENASecretary-$0--
KATIE SEIZDirector-$0--
REID RICCIARDITreasurer-$0--
ELSA SILVERMANDirector-$0--
LIZ ESTRADADirector-$0--
ROB MADDREYPresident-El-$0--
BETH BENZINGDirector-$0--
JEANNINE BROWNDirector-$0--
DISHA DIWANDirector-$0--
CHASE INMANDirector-$0--
SHENISE FOOTEDirector-$0--
CHARLENE BELLDirector-$0--
Filing and Contact Details

Filer

Filer Name
Association of Fundraising
EIN
56-1673777
Phone
9197813778
Address
183 WIND CHIME COURT SUITE 203, RALEIGH, NC 27615

Signing Officer

Name
Reid Ricciardi
Title
Treasurer
Phone
9197813778
Signed
2025-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Joyce and Company CPA
Address
104 BRADY CT, CARY, NC 27511
Preparer
D Keith Joyce CPA
Phone
9194660946
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Job posting 14,500 total 14,500

Form 990-ez, Part I, Line 16

Job posting information technology 33 bank service charges 96 readership costs 1,321 expenses advertising and promotion 100 office supplies 10 fundamentals/cfre 187 national philanthropy day 2,642 dues & subscriptions 948 miscellaneous 868 bank service charges 1,207 ubit taxes 4,102 total 11,514

Form 990-ez, Part II, Line 24

Accounts receivable 0 784 total 0 784

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 631 549

Form 990-ez, Part III, Line 28

The association provides a range of program opportunities to its members for the purpose of networking, mentoring and education. These opportunities are offered by hosting small groups as well as sending members to outside conferences and professional development opportunities.

Form 990-ez, Part III, Line 29

Altru - "biggest money making opportunity": open to members and non- members, this conference attracts nonprofit professionals, philanthropists, impact investors, b-corporations, and more to answer tough questions and stimulate collaborative ideas for building north carolina's next economy.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JOB POSTING 14,500 TOTAL 14,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1JOB POSTING INFORMATION TECHNOLOGY 33 BANK SERVICE CHARGES 96 READERSHIP COSTS 1,321 EXPENSES ADVERTISING AND PROMOTION 100 OFFICE SUPPLIES 10 FUNDAMENTALS/CFRE 187 NATIONAL PHILANTHROPY DAY 2,642 DUES & SUBSCRIPTIONS 948 MISCELLANEOUS 868 BANK SERVICE CHARGES 1,207 UBIT TAXES 4,102 TOTAL 11,514
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 0 784 TOTAL 0 784
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 631 549
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ASSOCIATION PROVIDES A RANGE OF PROGRAM OPPORTUNITIES TO ITS MEMBERS FOR THE PURPOSE OF NETWORKING, MENTORING AND EDUCATION. THESE OPPORTUNITIES ARE OFFERED BY HOSTING SMALL GROUPS AS WELL AS SENDING MEMBERS TO OUTSIDE CONFERENCES AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALTRU - "BIGGEST MONEY MAKING OPPORTUNITY": OPEN TO MEMBERS AND NON- MEMBERS, THIS CONFERENCE ATTRACTS NONPROFIT PROFESSIONALS, PHILANTHROPISTS, IMPACT INVESTORS, B-CORPORATIONS, AND MORE TO ANSWER TOUGH QUESTIONS AND STIMULATE COLLABORATIVE IDEAS FOR BUILDING NORTH CAROLINA'S NEXT ECONOMY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 29
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REID RICCIARDI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09197813778
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASSOCIATION OF FUNDRAISING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PROFESSIONALS-NC TRIANGLE CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ASSO
ReturnHeader/Filer/EIN0561673777
ReturnHeader/Filer/PhoneNum09197813778
ReturnHeader/Filer/USAddress/AddressLine1Txt0183 WIND CHIME COURT SUITE 203
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027615
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562202813
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOYCE AND COMPANY CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0104 BRADY CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027511
ReturnHeader/PreparerPersonGrp/PhoneNum09194660946
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0D KEITH JOYCE CPA
ReturnHeader/ReturnTs02025-05-20T16:26:10-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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