Association of Fundraising Professionals Palm Beach County Chapter

Nonprofit profile at a glance

EIN
650330522
IRS 990-EZ coverage
2020–2025
Forms available
Form 990 2019, Form 990-EZ 2025
Location
Arlington, VA, USA
Phone
7035198452
Rating
83
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$105,606
Expenses
$79,899
Assets
$78,240
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • NICOLE DELEON (PRESIDENT)
  • STEPHANIE OTTMAN HAUSER (PRESIDENT ELECT)

People named in this filing

  • NICOLE DELEON (PRESIDENT)
  • STEPHANIE OTTMAN HAUSER (PRESIDENT ELECT)
  • STEVE ESHELMAN (TREASURER)

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

Philanthropic education, resources and networking

What it reported doing in 2025

Host monthly luncheon meetings(60 to 85 people) which feature a speaker discussing a myriad of philanthropic topics. These luncheons promote education for new fundraisers and CEU for seasoned fundraisers as well as an opportunity to network with professionals in the fundraising community. Monthly audio-conferences (approx. 15 attendees) on different topics each month that is provided free of charge to members and non-members.

Operating model

Revenue model
Earned-program. 93% 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. Assets have declined or grown slowly and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 85
  • Transparency & Controls: 82
  • Sustainability: 69
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 75.7%; rating input score 76
  • Program expense ratio: 100%; rating input score 100

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 24.3%; rating input score 76; 76th percentile among comparable filings
  • Total-asset coverage ratio: 0.98; rating input score 58; 58th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 74; 74th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 25.8% per year; rating input score 100; 80th percentile among comparable filings
  • Revenue growth: 0.8% per year; rating input score 100; 22nd percentile among comparable filings
  • Asset growth: -9.9% per year; rating input score 0; 11th percentile among comparable filings

Details

  • Where the money goes: 75.7% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $80K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 6 filing years from 2020 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.

  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Total-asset coverage ratio scored 58/100.