Civic Intelligence

Southwest Florida Chapter Association of Fundraising Professionals Inc

990EZ • Fiscal year 2020 • EIN 65-0288699

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 11, 2021

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

66th percentile

0.02x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

72nd percentile

0.06x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

14th percentile

-42%

Higher net margin than 14% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

24th percentile

-14%

Faster asset growth than 24% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

16th percentile

-61%

Faster revenue growth than 16% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$84,224

Down $13,803 (-14%) from 2019

Net Assets

Down

$82,304

Down $13,204 (-14%) from 2019

Liabilities

Down

$1,920

Down $599 (-24%) from 2019

Revenue

Down

$31,197

Down $48,729 (-61%) from 2019

Expenses

Down

$44,401

Down $25,663 (-37%) from 2019

Net Income

Down

-$13,204

Down $23,066 (-234%) from 2019

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

2020

Assets$84,224
Liabilities$1,920
Net Assets$82,304

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

2020

Revenue$31,197
Expenses$44,401
Net Income-$13,204
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 11, 2021
Return Version
2020v4.1
Gross Receipts
$33,518
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
THE CHAPTER VIRTUALLY PROVIDED 12 PROFESSIONAL DEVELOPMENT OPPORTUNITIES IN 2020, INCLUDING:* FUNDRAISERS FORUM: A HALF-DAY CONFERENCE ATTENDED BY MORE THAN 150 PEOPLE* A YEAR-LONG MENTORING PROGRAM WITH JUNIOR PROFESSIONALS MEETING WITH SENIOR PROFESSIONALS FOR ADVICE AND GUIDANCE* MONTHLY LUNCHEONS FEATURING ELEVEN SPEAKERS ON A WIDE RANGE OF TOPICS REGULARLY ATTENDED BY 45-75 INDIVIDUALS$0$10,388
EDUCATION* PROMOTION OF CERTIFIED FUNDRAISING EXECUTIVES AND CONTINUAL EDUCATION SEMINARS ON EXPANDING FUNDRAISING OPPORTUNITIES, ETHICS, ETC.$547$4,538
RECOGNITION OF OUTSTANDING VOLUNTEERS AND PHILANTHROPISTS* THE CHAPTER VIRTUALLY HOSTED ITS 35TH ANNUAL NATIONAL PHILANTHROPY DAY LUNCHEON IN NOVEMBER 2020 TO HONOR OUTSTANDING PHILANTHROPISTS IN OUR COMMUNITY. 31 WERE HONORED AND 200 PEOPLE ATTENDED THE VIRTUAL EVENT.$0$4,262
OTHER SERVICE PROGRAMS INCLUDE THE CHAPTER JOB BANK AND COLLABORATIVE WORKSHOPS VIRTUALLY.$0$537
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
VICTORIA FINLEYBoard Member-$0--
KATHY JORDANBoard Member-$0--
ANDREA PIEKARZBoard Member-$0--
RAFAEL ROBLESBoard Member-$0--
LEE ANN RODRIGUEZBoard Member-$0--
AMY TOWERYBoard Member-$0--
SARAH WERTHEIMERBoard Member-$0--
JENNIFER ABBOTTImm. Past President-$0--
JANET GINN CFREPresidentPT$0--
TRACY VANDERNECKVP / President-ElectPT$0--
DECLAN SHEEHYTreasurerPT$0--
MORGAN GERHARTSecretary-$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
Scott Hinckley
Title
Treasurer
Phone
9413660461
Signed
2021-10-11
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 10 - Grants and Similar Amounts Paid

Activity classification: scholarships. Grantee name: scholarships. Amount given: 547.

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

Description: office expenses. Amount: 566. Description: conferences, conventions, meetings. Amount: 10,026. Description: credit card & bank fees. Amount: 1,294. Description: afp international conference. Amount: 500. Description: web hosting & email. Amount: 1,217. Description: audio-visual. Amount: 125. Description: computer/software expense. Amount: 160. Description: fraud transaction. Amount: 3,170. Total to form 990-ez, line 16: 17,058.

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

Description: accounts payable and accrued expenses. Beg. Of year amount: 2,519. End of year amount: 1,920.

Raw XML Appendix238 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/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7IMM. PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP / PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11SECRETARY
IRS990EZ/OperateHospitalInd00
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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* PROMOTION OF CERTIFIED FUNDRAISING EXECUTIVES AND CONTINUAL EDUCATION SEMINARS ON EXPANDING FUNDRAISING OPPORTUNITIES, ETHICS, ETC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1RECOGNITION OF OUTSTANDING VOLUNTEERS AND PHILANTHROPISTS* THE CHAPTER VIRTUALLY HOSTED ITS 35TH ANNUAL NATIONAL PHILANTHROPY DAY LUNCHEON IN NOVEMBER 2020 TO HONOR OUTSTANDING PHILANTHROPISTS IN OUR COMMUNITY. 31 WERE HONORED AND 200 PEOPLE ATTENDED THE VIRTUAL EVENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE CHAPTER VIRTUALLY PROVIDED 12 PROFESSIONAL DEVELOPMENT OPPORTUNITIES IN 2020, INCLUDING:* FUNDRAISERS FORUM: A HALF-DAY CONFERENCE ATTENDED BY MORE THAN 150 PEOPLE* A YEAR-LONG MENTORING PROGRAM WITH JUNIOR PROFESSIONALS MEETING WITH SENIOR PROFESSIONALS FOR ADVICE AND GUIDANCE* MONTHLY LUNCHEONS FEATURING ELEVEN SPEAKERS ON A WIDE RANGE OF TOPICS REGULARLY ATTENDED BY 45-75 INDIVIDUALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3OTHER SERVICE PROGRAMS INCLUDE THE CHAPTER JOB BANK AND COLLABORATIVE WORKSHOPS VIRTUALLY.
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: SCHOLARSHIPS. AMOUNT GIVEN: 547.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OFFICE EXPENSES. AMOUNT: 566. DESCRIPTION: CONFERENCES, CONVENTIONS, MEETINGS. AMOUNT: 10,026. DESCRIPTION: CREDIT CARD & BANK FEES. AMOUNT: 1,294. DESCRIPTION: AFP INTERNATIONAL CONFERENCE. AMOUNT: 500. DESCRIPTION: WEB HOSTING & EMAIL. AMOUNT: 1,217. DESCRIPTION: AUDIO-VISUAL. AMOUNT: 125. DESCRIPTION: COMPUTER/SOFTWARE EXPENSE. AMOUNT: 160. DESCRIPTION: FRAUD TRANSACTION. AMOUNT: 3,170. TOTAL TO FORM 990-EZ, LINE 16: 17,058.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 2,519. END OF YEAR AMOUNT: 1,920.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT HINCKLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09413660461
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-11
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/ReturnTs02021-10-12T13:48:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SCOTT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HINCKLEY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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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