Association of Fundraising Professionals -Chicago Chapter

Nonprofit profile at a glance

EIN
362669293
IRS 990 coverage
2020–2024
Forms available
Form 990 2024, Form 990-T 2023
Location
Chicago, IL, USA
Phone
3126986252
Rating
86
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$312,270
Expenses
$352,392
Assets
$227,528
Liabilities
$98

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

22 people listed

Executive titles in this filing

  • CARLOS A TREJO (PRESIDENT)
  • SARAH DANAHY (PRESIDENT- ELECT)
  • GEORGE RATTIN (VICE PRESIDENT CONTINUOUS LEARNING COUNCIL)
  • ELIZABETH HALAJIAN (VICE PRESIDENT - RESOURCE)
  • ASHLEY GILL (VICE PRESIDENT- MEMBER ENGAGMENT)
  • JUDITH COLEMAN (VICE PRESIDENT- IDEA)

People named in this filing

  • CARLOS A TREJO (PRESIDENT)
  • SARAH DANAHY (PRESIDENT- ELECT)
  • GEORGE RATTIN (VICE PRESIDENT CONTINUOUS LEARNING COUNCIL)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

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.

What it reported doing in 2024

Membership 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.

Operating model

Revenue model
Earned-program. 78% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 89
  • Transparency & Controls: 90
  • Accountability: 88
  • Sustainability: 33
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 98.7%; rating input score 99
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 5 of 7 controls in place; rating input score 71
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -12.8%; rating input score 19; 19th percentile among comparable filings
  • Total-asset coverage ratio: 0.65; rating input score 30; 30th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 58; 58th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings

Growth

  • Program expense growth: 14.5% per year; rating input score 100; 78th percentile among comparable filings
  • Revenue growth: 9.3% per year; rating input score 100; 70th percentile among comparable filings
  • Asset growth: -6.8% per year; rating input score 0; 8th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 98.7% of spending went to programs
  • Governance: 22 of 22 board members independent · 5 of 7 filing controls reported
  • Programs: 4 filed program accomplishments · $348K in reported program spending
  • Leadership: top reported pay $0 · 22 people listed
  • Highest-paid contractors: 1 contractor listed · $236K reported
  • Consistency: 21 of 21 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 4 filing years from 2020 to 2024
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Operating margin scored 19/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • Moderate — Sustainability: Total-asset coverage ratio scored 30/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Liabilities to assets ratio scored 58/100.