Southwest Florida Chapter Association of Fundraising Professionals Inc

Nonprofit profile at a glance

EIN
650288699
IRS 990-EZ coverage
2015–2025
Forms available
Form 990 2014, Form 990-EZ 2025
Location
Sarasota, FL, USA
Phone
9419215410
Rating
77
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$31,221
Expenses
$45,166
Assets
$69,285
Liabilities
$2,862

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

Leadership & pay

10 people listed

Executive titles in this filing

  • JENNIFER BUSHINGER ORTIZ (PRESIDENT)
  • SCOTT HINCKLEY (VICE PRESIDENT)

People named in this filing

  • JENNIFER BUSHINGER ORTIZ (PRESIDENT)
  • SCOTT HINCKLEY (VICE PRESIDENT)
  • CHARLENE ALTENHAIN (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

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.

What it reported doing in 2025

The chapter virtually provided 10 professional development opportunities in 2025, including:* fundraisers forum: a half-day conference attended by more than 100 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

Operating model

Revenue model
Donor-supported. 68% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 97% 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 a large share of available resources goes toward mission work. A relatively small share of total spending goes to programs and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 70
  • Transparency & Controls: 100
  • Sustainability: 32
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 78.8%; rating input score 79
  • Program expense ratio: 54.5%; rating input score 54

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: -44.7%; rating input score 13; 13th percentile among comparable filings
  • Total-asset coverage ratio: 1.53; rating input score 59; 59th percentile among comparable filings
  • Liabilities to assets ratio: 0.04; rating input score 19; 19th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -8.9% per year; rating input score 0; 30th percentile among comparable filings
  • Revenue growth: -14.6% per year; rating input score 0; 19th percentile among comparable filings
  • Asset growth: -2.6% per year; rating input score 0; 29th percentile among comparable filings

Details

  • Where the money goes: 78.8% of revenue deployed · 54.5% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 4 filed program accomplishments · $25K in reported program spending
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 4 filed schedules
  • Filing history: 11 filing years from 2015 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 — Financial Efficiency: Program expense ratio scored 54/100.
  • High — Sustainability: Operating margin scored 13/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Total-asset coverage ratio scored 59/100.
  • High — Sustainability: Liabilities to assets ratio scored 19/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.