Association of Fundraising Professionals - Indian River Florida
Nonprofit profile at a glance
- EIN
- 711005057
- IRS 990-EZ coverage
- 2012–2025
- Forms available
- Form 990-EZ 2025
- Location
- Arlington, VA, USA
- Phone
- 7035198452
- Rating
- 82
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $40,722
- Expenses
- $28,886
- Assets
- $91,400
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
11 people listed
Executive titles in this filing
- ELIZABETH THOMASON (PRESIDENT)
- KERRY BARTLETT (INCOMING PRESIDENT)
- JESSICA SCHMITT (IMMEDIATE PAST PRESIDENT)
- STEPHANIE NELSON (VICE PRESIDENT/NPD CHAIR)
People named in this filing
- ELIZABETH THOMASON (PRESIDENT)
- KERRY BARTLETT (INCOMING PRESIDENT)
- JESSICA SCHMITT (IMMEDIATE PAST PRESIDENT)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Educating and promoting ethical fundraising techniques.
What it reported doing in 2025
Workshops of approximately four hours in length that focus on developing donor retention plans based on tracking overall gains and losses in gifts and donors, and then using that informaiton to develop strategies to improve donor retention.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Direct operator. The filing allocates 92% 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. Reported officer compensation is a large share of total spending, which may reflect staffing concentration.
Rating breakdown
- Financial Efficiency: 82
- Transparency & Controls: 82
- Sustainability: 74
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 70.9%; rating input score 71
- Program expense ratio: 100%; rating input score 100
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 29.1%; rating input score 79; 79th percentile among comparable filings
- Total-asset coverage ratio: 3.16; rating input score 75; 75th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 9.9% per year; rating input score 100; 70th percentile among comparable filings
- Revenue growth: 5.3% per year; rating input score 100; 70th percentile among comparable filings
- Asset growth: 4.2% per year; rating input score 100; 54th percentile among comparable filings
Details
- Where the money goes: 70.9% of revenue deployed · 100% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $29K in reported program spending
- Leadership: top reported pay $0 · 11 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 3 filed schedules
- Filing history: 14 filing years from 2012 to 2025
- 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.
- Review — Sustainability: Officer compensation ratio scored 56/100.