Association of Fundraising Professionals Tampa Bay Chapter

Nonprofit profile at a glance

EIN
592943551
IRS 990-EZ coverage
2010–2024
Forms available
Form 990-EZ 2024
Location
Arlington, VA, USA
Phone
7276429000
Rating
70
Verdict
SUPPORTED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$57,996
Expenses
$51,724
Assets
$81,826
Liabilities
$0

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

Leadership & pay

12 people listed

Executive titles in this filing

  • KATHY RABON CFRE (PRESIDENT)
  • JULIE PERRELLI CFRE (PRESIDENT-ELECT)
  • DEBBIE SOKOLOV CFRE (IMMEDIATE PAST-PRESIDENT)

People named in this filing

  • KATHY RABON CFRE (PRESIDENT)
  • JULIE PERRELLI CFRE (PRESIDENT-ELECT)
  • DEBBIE SOKOLOV CFRE (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 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Form 990-ez, part iii, primary exempt purpose - association of fundraisingprofessionals - tampa bay chapter (afp) is a member association thatadvances philanthropy through education, training and advocacy based ona code of ethical practices and standards.

What it reported doing in 2024

Monthly membership meetings/round table discussion groups; annual educational conference; providing professionalgrowth and advancing philanthropy via speaker discussions.

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 82% 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

SUPPORTED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 48
  • Transparency & Controls: 100
  • Sustainability: 62
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 45.7%; rating input score 46
  • Program expense ratio: 50.5%; rating input score 51

Transparency & Controls

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

Sustainability

  • Operating margin: 10.8%; rating input score 63; 63rd percentile among comparable filings
  • Total-asset coverage ratio: 1.58; rating input score 59; 59th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -6.6% per year; rating input score 0; 32nd percentile among comparable filings
  • Revenue growth: 1.2% per year; rating input score 100; 56th percentile among comparable filings
  • Asset growth: 3% per year; rating input score 100; 50th percentile among comparable filings

Details

  • Where the money goes: 45.7% of revenue deployed · 50.5% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $26K in reported program spending
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 4 filed schedules
  • Filing history: 14 filing years from 2010 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.

  • Moderate — Financial Efficiency: Mission deployment rate scored 46/100.
  • Review — Financial Efficiency: Program expense ratio scored 51/100.
  • High — Growth: Program expense growth scored 0/100.
  • Review — Sustainability: Total-asset coverage ratio scored 59/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.