Civic Intelligence

Southwest Florida Chapter Association of Fundraising Professionals Inc

990EZ • Fiscal year 2015 • EIN 65-0288699

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 07, 2016

4300 Wilson Blvd No 300Arlington, VA 22203-4167

(941) 366-0461

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

62nd percentile

0.01x

Higher debt load relative to assets than 62% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

64th percentile

0.01x

Higher debt load relative to revenue than 64% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

27th percentile

-7.1%

Higher net margin than 27% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

11th percentile

-39%

Faster asset growth than 11% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

5th percentile

-68%

Faster revenue growth than 5% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$99,730

Down $64,461 (-39%) from 2014

Net Assets

Down

$98,680

Down $55,147 (-36%) from 2014

Liabilities

Down

$1,050

Down $9,314 (-90%) from 2014

Revenue

Down

$92,907

Down $201,096 (-68%) from 2014

Expenses

Down

$99,535

Down $171,719 (-63%) from 2014

Net Income

Down

-$6,628

Down $29,377 (-129%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2010: $78,106Liabilities 2010: $28,981Net Assets 2010: $49,1252010Assets 2011: $105,305Liabilities 2011: $10,027Net Assets 2011: $95,2782011Assets 2012: $118,397Liabilities 2012: $12,684Net Assets 2012: $105,7132012Assets 2013: $139,322Liabilities 2013: $8,244Net Assets 2013: $131,0782013Assets 2014: $164,191Liabilities 2014: $10,364Net Assets 2014: $153,8272014Assets 2015: $99,730Liabilities 2015: $1,050Net Assets 2015: $98,6802015Assets 2016: $87,179Liabilities 2016: $1,260Net Assets 2016: $85,9192016Assets 2017: $93,754Liabilities 2017: $2,015Net Assets 2017: $91,7392017Assets 2018: $105,158Liabilities 2018: $19,512Net Assets 2018: $85,6462018Assets 2019: $98,027Liabilities 2019: $2,519Net Assets 2019: $95,5082019Assets 2020: $84,224Liabilities 2020: $1,920Net Assets 2020: $82,3042020Assets 2021: $93,560Liabilities 2021: $2,085Net Assets 2021: $91,4752021Assets 2022: $92,121Liabilities 2022: $1,725Net Assets 2022: $90,3962022Assets 2023: $82,547Liabilities 2023: $2,721Net Assets 2023: $79,8262023Assets 2024: $82,542Liabilities 2024: $2,174Net Assets 2024: $80,3682024

Highlighted filing

2015

Assets$99,730
Liabilities$1,050
Net Assets$98,680

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KExpenses 2010: $263,5792010Expenses 2011: $186,7362011Expenses 2012: $258,1582012Revenue 2013: $276,756Expenses 2013: $251,391Net Income 2013: $25,3652013Revenue 2014: $294,003Expenses 2014: $271,254Net Income 2014: $22,7492014Revenue 2015: $92,907Expenses 2015: $99,535Net Income 2015: -$6,6282015Revenue 2016: $69,093Expenses 2016: $81,854Net Income 2016: -$12,7612016Revenue 2017: $77,639Expenses 2017: $71,819Net Income 2017: $5,8202017Revenue 2018: $81,271Expenses 2018: $87,364Net Income 2018: -$6,0932018Revenue 2019: $79,926Expenses 2019: $70,064Net Income 2019: $9,8622019Revenue 2020: $31,197Expenses 2020: $44,401Net Income 2020: -$13,2042020Revenue 2021: $44,117Expenses 2021: $34,946Net Income 2021: $9,1712021Revenue 2022: $49,324Expenses 2022: $50,403Net Income 2022: -$1,0792022Revenue 2023: $46,102Expenses 2023: $56,672Net Income 2023: -$10,5702023Revenue 2024: $51,303Expenses 2024: $50,761Net Income 2024: $5422024

Highlighted filing

2015

Revenue$92,907
Expenses$99,535
Net Income-$6,628
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 7, 2016
Return Version
2015v2.1
Gross Receipts
$92,907
Mission and Program Overview

Mission

Afp, an association of professionals throughout the world, advances philanthropy by enabling people and organizations to practice ethical and effective fundraising. The core activities through which afp fulfills this mission include education, training, mentoring, research, credentialing and advocacy.

Afp is an individual membership association advancing philanthropy through education, training and advocacy based on research, a code of ethical principles and standards of professional practice. The southwest florida chapter is committed to growing professionalism and diversity among its membership, increasing the opportunities and resources provided to our members, and celebrating the philanthropic heritage of the sarasota/manatee community.

Program Services

DescriptionGrantsExpenses
EDUCATION FOR AND CELEBRATION OF WOMEN IN PHILANTHROPY * GIVING MATTERS COMMITTEE IDENTIFIES AND PROVIDES SMALL GROUP LEARNING EXPERIENCES FOR INDIVIDUAL WOMEN PHILANTHROPISTS* GIVING MATTERS COMMITTEE HOSTS AN ANNUAL EVENT TO CONNECT WOMEN IN THE COMMUNITY TO THE ORGANIZATIONS REPRESENTED IN THE CHAPTER MEMBERSHIP TO LEARN ABOUT VOLUNTEER AND DONOR OPPORTUNITIES, ATTENDED BY MORE THAN 250 WOMEN IN 2015* GIVING MATTERS COMMITTEE HOSTS AN ANNUAL LUNCHEON WITH AN INSPIRATIONAL SPEAKER ON WOMEN AND PHILANTHROPY ATTENDED BY 250 WOMEN* GIVING MATTERS COMMITTEE WORKS WITH COMMUNITY YOUTH DEVELOPMENT TO IDENTIFY 1-2 FEMALE HIGH SCHOOL PHILANTHROPISTS WHO EACH RECEIVE SCHOLARSHIPS$1,888$20,627
PROFESSIONAL DEVELOPMENT FOR AFP MEMBERS AND NON MEMBERS: THE CHAPTER PROVIDED 12 PROFESSIONAL DEVELOPMENT OPPORTUNITIES IN 2015, INCLUDING:* FUNDRAISERS FORUM: A HALF-DAY CONFERENCE IN COLLABORATION WITH THE COMMUNITY FOUNDATION OF SARASOTA COUNTY ATTENDED BY MORE THAN 150 PEOPLE* A YEAR-LONG MENTORING PROGRAM THAT MATCHED 6 JUNIOR MEMBERS WITH SENIOR PROFESSIONALS FOR ONE-ON-ONE PROFESSIONAL ADVICE AND GUIDANCE* MONTHLY LUNCHEONS FEATURING ELEVEN SPEAKERS ON A WIDE RANGE OF TOPICS REGULARLY ATTENDED BY 45-75 INDIVIDUALS* PLANET PHILANTHROPY: 4-6 CHAPTER MEMBERS SERVE IN LEADERSHIP ROLES ON THE FLORIDA CAUCUS EACH YEAR TO PLAN AND PRESENT THE ANNUAL STATEWIDE PROFESSIONAL DEVELOPMENT CONFERENCE, ATTENDED BY MORE THAN 350 PEOPLE.$0$20,319
RECOGNITION OF OUTSTANDING VOLUNTEERS AND PHILANTHROPISTS* THE CHAPTER HOSTED ITS 30TH ANNUAL NATIONAL PHILANTHROPY DAY LUNCHEON IN NOVEMBER 2015 TO HONOR THE OUTSTANDING CORPORATE COMMUNITY PARTNER, OUTSTANDING FOUNDATION OF THE YEAR, OUTSTANDING VOLUNTEER FUNDRAISER, AND THE OUTSTANDING INDIVIDUAL PHILANTHROPIST. MORE THAN 35 NOMINATIONS WERE RECEIVED FOR THE AWARDS AND MORE THAN 404 PEOPLE ATTENDED THE LUNCHEON.$0$16,251
OTHER SERVICE PROGRAMS INCLUDE THE CHAPTER JOB BANK AND COLLABORATIVE WORKSHOPS.$0$12,640
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER ABBOTTBoard Member-$0--
JUDITH BELLBoard Member-$0--
STACEY CORLEYBoard Member-$0--
VICTORIA FINLEYBoard Member-$0--
JOHN FISCHERBoard Member-$0--
AIDA MATIC CFREBoard Member-$0--
NORMAN OLSHANSKYBoard Member-$0--
ANDREA STEPHENSBoard Member-$0--
KRISTEN THEISENBoard Member-$0--
TRACY VANDERNECK CFREBoard Member-$0--
MARTHA WELLSBoard Member-$0--
SARAH WERTHEIMERBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Southwest Florida Chapter Association
EIN
65-0288699
Phone
9413660461
Address
4300 WILSON BLVD NO 300, ARLINGTON, VA 22203-4167

Signing Officer

Name
Jennifer Abbott
Title
Treasurer
Phone
9413660461
Signed
2016-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Kerkering Barberio & Co
Address
PO BOX 49348, SARASOTA, FL 34230-6348
Preparer
Rebecca U Stoner
Phone
9413654617
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: afp chapter income. Amount: 1,600.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarships. Grantee name: scholarships. Amount given: 1,888.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: giving matters expense. Amount: 18,739. Description: mentoring expense. Amount: 1,120. Description: office expenses. Amount: 6,410. Description: conferences, conventions, meetings. Amount: 36,552. Description: leadership academy. Amount: 1,038. Description: job bank expense. Amount: 1,311. Description: credit card & bank fees. Amount: 4,074. Description: afp international conference. Amount: 3,365. Total to form 990-ez, line 16: 72,609.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: caucus net assets transfered to another chapter. Amount: -48,519.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable and accrued expenses. Beg. Of year amount: 10,364. End of year amount: 1,050.

Raw XML Appendix224 raw XML fields

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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IRS990EZ/PrimaryExemptPurposeTxt0AFP IS AN INDIVIDUAL MEMBERSHIP ASSOCIATION ADVANCING PHILANTHROPY THROUGH EDUCATION, TRAINING AND ADVOCACY BASED ON RESEARCH, A CODE OF ETHICAL PRINCIPLES AND STANDARDS OF PROFESSIONAL PRACTICE. THE SOUTHWEST FLORIDA CHAPTER IS COMMITTED TO GROWING PROFESSIONALISM AND DIVERSITY AMONG ITS MEMBERSHIP, INCREASING THE OPPORTUNITIES AND RESOURCES PROVIDED TO OUR MEMBERS, AND CELEBRATING THE PHILANTHROPIC HERITAGE OF THE SARASOTA/MANATEE COMMUNITY.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATION FOR AND CELEBRATION OF WOMEN IN PHILANTHROPY * GIVING MATTERS COMMITTEE IDENTIFIES AND PROVIDES SMALL GROUP LEARNING EXPERIENCES FOR INDIVIDUAL WOMEN PHILANTHROPISTS* GIVING MATTERS COMMITTEE HOSTS AN ANNUAL EVENT TO CONNECT WOMEN IN THE COMMUNITY TO THE ORGANIZATIONS REPRESENTED IN THE CHAPTER MEMBERSHIP TO LEARN ABOUT VOLUNTEER AND DONOR OPPORTUNITIES, ATTENDED BY MORE THAN 250 WOMEN IN 2015* GIVING MATTERS COMMITTEE HOSTS AN ANNUAL LUNCHEON WITH AN INSPIRATIONAL SPEAKER ON WOMEN AND PHILANTHROPY ATTENDED BY 250 WOMEN* GIVING MATTERS COMMITTEE WORKS WITH COMMUNITY YOUTH DEVELOPMENT TO IDENTIFY 1-2 FEMALE HIGH SCHOOL PHILANTHROPISTS WHO EACH RECEIVE SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1RECOGNITION OF OUTSTANDING VOLUNTEERS AND PHILANTHROPISTS* THE CHAPTER HOSTED ITS 30TH ANNUAL NATIONAL PHILANTHROPY DAY LUNCHEON IN NOVEMBER 2015 TO HONOR THE OUTSTANDING CORPORATE COMMUNITY PARTNER, OUTSTANDING FOUNDATION OF THE YEAR, OUTSTANDING VOLUNTEER FUNDRAISER, AND THE OUTSTANDING INDIVIDUAL PHILANTHROPIST. MORE THAN 35 NOMINATIONS WERE RECEIVED FOR THE AWARDS AND MORE THAN 404 PEOPLE ATTENDED THE LUNCHEON.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROFESSIONAL DEVELOPMENT FOR AFP MEMBERS AND NON MEMBERS: THE CHAPTER PROVIDED 12 PROFESSIONAL DEVELOPMENT OPPORTUNITIES IN 2015, INCLUDING:* FUNDRAISERS FORUM: A HALF-DAY CONFERENCE IN COLLABORATION WITH THE COMMUNITY FOUNDATION OF SARASOTA COUNTY ATTENDED BY MORE THAN 150 PEOPLE* A YEAR-LONG MENTORING PROGRAM THAT MATCHED 6 JUNIOR MEMBERS WITH SENIOR PROFESSIONALS FOR ONE-ON-ONE PROFESSIONAL ADVICE AND GUIDANCE* MONTHLY LUNCHEONS FEATURING ELEVEN SPEAKERS ON A WIDE RANGE OF TOPICS REGULARLY ATTENDED BY 45-75 INDIVIDUALS* PLANET PHILANTHROPY: 4-6 CHAPTER MEMBERS SERVE IN LEADERSHIP ROLES ON THE FLORIDA CAUCUS EACH YEAR TO PLAN AND PRESENT THE ANNUAL STATEWIDE PROFESSIONAL DEVELOPMENT CONFERENCE, ATTENDED BY MORE THAN 350 PEOPLE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3OTHER SERVICE PROGRAMS INCLUDE THE CHAPTER JOB BANK AND COLLABORATIVE WORKSHOPS.
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0276756
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0268593
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0232889
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01163549
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: AFP CHAPTER INCOME. AMOUNT: 1,600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: SCHOLARSHIPS. AMOUNT GIVEN: 1,888.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: GIVING MATTERS EXPENSE. AMOUNT: 18,739. DESCRIPTION: MENTORING EXPENSE. AMOUNT: 1,120. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 6,410. DESCRIPTION: CONFERENCES, CONVENTIONS, MEETINGS. AMOUNT: 36,552. DESCRIPTION: LEADERSHIP ACADEMY. AMOUNT: 1,038. DESCRIPTION: JOB BANK EXPENSE. AMOUNT: 1,311. DESCRIPTION: CREDIT CARD & BANK FEES. AMOUNT: 4,074. DESCRIPTION: AFP INTERNATIONAL CONFERENCE. AMOUNT: 3,365. TOTAL TO FORM 990-EZ, LINE 16: 72,609.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: CAUCUS NET ASSETS TRANSFERED TO ANOTHER CHAPTER. AMOUNT: -48,519.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 10,364. END OF YEAR AMOUNT: 1,050.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER ABBOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09413660461
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHWEST FLORIDA CHAPTER ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF FUNDRAISING PROFESSIONALS INC
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0650288699
ReturnHeader/Filer/PhoneNum09413660461
ReturnHeader/Filer/USAddress/AddressLine1Txt04300 WILSON BLVD NO 300
ReturnHeader/Filer/USAddress/CityNm0ARLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd0222034167
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591753337
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KERKERING BARBERIO & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 49348
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARASOTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0342306348
ReturnHeader/PreparerPersonGrp/PhoneNum09413654617
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0REBECCA U STONER
ReturnHeader/ReturnTs02016-11-08T15:12:42-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.83$0.02$0.80$0.51$0.51$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.83$0.03$0.80$0.46$0.57$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.92$0.02$0.90$0.49$0.50$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.94$0.02$0.91$0.44$0.35$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.84$0.02$0.82$0.31$0.44$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.98$0.03$0.96$0.80$0.70$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.05$0.20$0.86$0.81$0.87$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.94$0.02$0.92$0.78$0.72$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.87$0.01$0.86$0.69$0.82$0.13
2015Detailed filing. Detailed filing data is available for this year.$1.00$0.01$0.99$0.93$1.00$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.64$0.10$1.54$2.94$2.71$0.23
2013Detailed filing. Detailed filing data is available for this year.$1.39$0.08$1.31$2.77$2.51$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.13$1.06$2.58
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.10$0.95$1.87
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.29$0.49$2.64
Peer Organizations

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