2023-09-27T06:31:24-05:00 2022-12-31 420714325 RSM US LLP 1250 H STREET SUITE 700 WASHINGTON DC 20005 990 2022-01-01 132590764 ASSOCIATION OF FUNDRAISING PROFESSIONALS ASSO 7036840410 4200 WILSON BOULEVARD 480 ARLINGTON VA 22203 MIKE GEIGER PRESIDENT & CEO 7036840410 2023-09-26 1 MIKE GEIGER XXX-XX-XXXX 0 ELIZABETH W HELLER P00397829 2022932200 2023-09-26 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MIKE GEIGER 4200 WILSON BOULEVARD 480 ARLINGTON VA 22203 11644558 0 X WWW.AFPGLOBAL.ORG X 1960 DC THE ASSOCIATION OF FUNDRAISING PROFESSIONALS EMPOWERS INDIVIDUALS AND ORGANIZATIONS TO PRACTICE ETHICAL FUNDRAISING THROUGH PROFESSIONAL EDUCATION, NETWORKING, RESEARCH, AND ADVOCACY. 24 23 29 425 276955 46328 1049697 99434 7209860 9377014 3335 19362 1598037 1375267 9860929 10871077 382962 223304 0 0 3903202 3727932 0 0 0 5136701 6708852 9422865 10660088 438064 210989 6105750 7825650 4539700 6100163 1566050 1725487 X THE ASSOCIATION OF FUNDRAISING PROFESSIONALS (AFP) REPRESENTS APPROXIMATELY 27,000 MEMBERS IN MORE THAN 195 CHAPTERS THROUGHOUT THE WORLD, WORKING TO ADVANCE PHILANTHROPY THROUGH ADVOCACY, RESEARCH, EDUCATION AND CERTIFICATION PROGRAMS. THE ASSOCIATION FOSTERS DEVELOPMENT AND GROWTH OF FUNDRAISING PROFESSIONALS AND PROMOTES HIGH ETHICAL STANDARDS IN THE FUNDRAISING PROFESSION. 0 0 PROFESSIONAL DEVELOPMENT: THIS PROGRAM IS THE HOME OF THE ASSOCIATION'S NON-DUES REVENUE PROGRAMS FOCUSED ON PROFESSIONAL DEVELOPMENT AND INFORMATION RESOURCES. KEY PROGRAMS AND PROJECTS INCLUDE THE INTERNATIONAL FUNDRAISING CONFERENCE; VARIOUS EDUCATION AND TRAINING PROGRAMS SUCH AS FUNDAMENTALS OF FUNDRAISING, CFRE REFRESHER, AFP'S WEBINAR SERIES, E-COURSES, FUNDRAISING PRINCIPLES AND PRACTICE COURSE, AND FACULTY TRAINING ACADEMY; AND INFORMATION RESOURCES INCLUDING ADVANCING PHILANTHROPY MAGAZINE, THE READY REFERENCE BOOKS SERIES, AND ONLINE "HOT TOPIC" ANNOTATED SUMMARIES OF RESOURCES RELATED TO KEY FUNDRAISING TOPICS. ALL THESE PROGRAMS HELP FULFILL THE ASSOCIATION'S STRATEGIC GOAL TO PROVIDE RELEVANT, QUALITY EDUCATION. MARKETING AND COMMUNICATIONS: THIS PROGRAM IS RESPONSIBLE FOR INFORMING THE MEMBERS AND GENERAL PUBLIC OF THE ASSOCIATION'S MISSION AND CORE ACTIVITIES THROUGH VARIOUS MEDIA SUCH AS SOCIAL MEDIA, WEBSITES, AND THE DESIGN OF VISUAL MARKETING AND PROMOTIONAL MATERIALS. MEMBER AND CHAPTER SERVICES: THIS PROGRAM FOCUSES ON THE MEMBER EXPERIENCE TO ENSURE THAT EACH MEMBER RECEIVES THE FULL BENEFIT OF THE SERVICES OFFERED THROUGH THEIR MEMBERSHIP TO ASSIST THEM IN PRACTICING EFFECTIVE AND ETHICAL FUNDRAISING. MEMBER AND CHAPTER SERVICES ALSO ACTS AS A LIAISON TO THE ASSOCIATION CHAPTERS TO ENSURE THAT MEMBERS EXPERIENCE THE SAME BENEFITS ON A LOCAL LEVEL. PUBLIC POLICY, ADVOCACY, AND ETHICS: THIS PROGRAM HELPS ASSOCIATION MEMBERS UNDERSTAND HOW CRITICAL PUBLIC POLICY AND ETHICS ARE AND HOW TO ACT AS ADVOCATES IN THEIR COMMUNITIES AND ORGANIZATIONS FOR ETHICAL FUNDRAISING LAWS, REGULATIONS, AND STANDARD PRACTICES. THE OBJECTIVE AND INITIATIVES ARE TO DEVELOP MEMBER EDUCATION AND TOOL KITS FOR CHAPTER USE THAT MAKE PUBLIC POLICY AND ETHICS EASY TO UNDERSTAND AND ADVOCATE. 0 1 1 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 55 0 1 29 1 1 1 1 CA MX 0 0 1 1 0 0 0 X 24 23 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X X DAVID SIGMAN CPA 7036840410 4200 WILSON BOULEVARD 480 ARLINGTON VA 22203 MIKE GEIGER PRESIDENT & CEO 38.00 2.00 X X 498217 26223 55312 KEVIN J FOYLE CFRE CHAIR 4.00 4.00 X X 0 0 0 BIRGIT SMITH BURTON CHAIR-ELECT 4.00 4.00 X X 0 0 0 MARTHA SCHUMACHER CFRE ACFRE MINST IMMEDIATE PAST CHAIR (THRU 12/22) 4.00 4.00 X X 0 0 0 LORI HUNTER OVERMYER TREASURER 4.00 0.00 X X 0 0 0 ROGER ALI MBA CFRE SECRETARY 4.00 0.00 X X 0 0 0 MARCO ANTONIO CORONA VICE CHAIR, MEMBERSHIP 4.00 0.00 X 0 0 0 ADRIENNE LONGENECKER CFRE VICE CHAIR, EXTERNAL RELATIONS 4.00 0.00 X 0 0 0 BRET HEINRICH CFRE VICE CHAIR, PROF. DEV (THRU 12/22) 4.00 0.00 X 0 0 0 PERIHAN ABOU EL ELA CHAPTER PRESIDENT'S COUNCIL REP. 4.00 0.00 X 0 0 0 KEN MILLER CFRE AT-LARGE DIRECTOR 4.00 0.00 X 0 0 0 TYCELY WILLIAMS CFRE AT-LARGE DIRECTOR 4.00 0.00 X 0 0 0 MICHELLE EDGERTON MA AT-LARGE DIRECTOR 4.00 0.00 X 0 0 0 ADRIENNE TAYLOR MBA CFRE AT-LARGE DIRECTOR 4.00 0.00 X 0 0 0 CHERIAN KOSHY CFRE AT-LARGE DIRECTOR 4.00 0.00 X 0 0 0 JULIANA WEISSBEIN CFRE AT-LARGE DIRECTOR 4.00 0.00 X 0 0 0 JONATHAN MEAGHER-ZAYAS CFRE AT-LARGE DIRECTOR 4.00 0.00 X 0 0 0 LEAH EUSTACE ACFRE AT-LARGE DIRECTOR (THRU 12/22) 4.00 0.00 X 0 0 0 PAMELA PERKINS DWYER AT-LARGE DIRECTOR (THRU 12/22) 4.00 0.00 X 0 0 0 NIVISHA MEHTA AT-LARGE DIRECTOR (THRU 12/22) 4.00 0.00 X 0 0 0 KEN MAYHEW CHAIR, AFP CANADA BOARD (THRU 12/22) 4.00 0.00 X 0 0 0 HARRY LYNCH CFRE CHAIR, AFP US FDN BOARD (THRU 12/22) 4.00 4.00 X 0 0 0 JANE POTENTIER CHAIR, AFP CANADA FDN BOARD (THRU 12/22) 4.00 0.00 X 0 0 0 CARLOS MADRID VARELA AFP MEXICO FOUNDATION REP. 4.00 0.00 X 0 0 0 DAVID SIGMAN CFO & VP, BUSINESS OPERATIONS 38.00 2.00 X 209778 11041 32231 TODD MCLAUGHLIN VP, MEMBERSHIP & CHAPTER ENGAGEMENT 40.00 0.00 X 152307 0 21310 MICHAEL NILSEN VP, MARKETING, COMMS AND PUBLIC POLICY 38.00 2.00 X 212851 11203 23177 KENDALL JOYNER VP, PROFESSIONAL DEVELOPMENT 38.00 2.00 X 145481 7657 18871 DEREK MULHERN CHIEF OF STAFF 40.00 0.00 X 174657 0 15408 LORI GUSDORF EXECUTIVE VICE PRESIDENT 2.00 38.00 X 8209 155969 43008 1401500 212093 209317 15 0 1 0 VANDAMME ASSOCIATES INC PO BOX 122145 DEPT 2145 DALLAS TX 75312 ASSOCIATION MANAGEMENT SYSTEM 764102 FREEMAN EXPOSITIONS INC PO BOX 734596 DALLAS TX 75373 AUDIO/VISUAL SERVICES FOR AN EVENT 622200 BRIGHTKEY INC 60 WEST STREET SUITE 300 ANNAPOLIS MD 21401 MEMBERSHIP SUPPORT 311888 MARKETING GENERAL INC 625 NORTH WASHINGTON ST STE 450 ALEXANDRIA VA 22314 MEMBERSHIP MARKETING AND SUPPORT 170246 PERSONIFY INC PO BOX 735327 DALLAS TX 75373 CONSULTING - PERSONIFY PLATFORM 170229 14 99434 99434 MEMBERSHIP DUES 900099 5407605 5407605 REGISTRATION FEES 900099 2412835 2412835 SPONSORSHIPS 900099 979614 979614 ADVERTISING 541800 308255 276955 31300 EXHIBITOR FEES 900099 268705 268705 9377014 32450 32450 1226392 1226392 32801 0 32801 32801 32801 699590 712678 -13088 -13088 -13088 23256 60803 -37547 -37547 CANADIAN FOUNDATION REIMB. 900099 77500 77500 MISCELLANEOUS 900099 75341 75341 MAILING LIST REVENUE 900099 780 780 153621 10871077 8051598 276955 2443090 X 223304 797226 2347746 104177 281120 197663 55402 56597 -10 2179382 120445 705080 254051 306361 295138 1799783 211263 109339 PRINTING & PUBLICATIONS 229352 SPONSORSHIPS 81473 DUES/SUBSCRIPTIONS 78267 MISCELLANEOUS 65847 161082 10660088 3907997 2103352 276130 266943 60046 0 423879 529021 2015378 1008312 472402 1007066 965296 2933116 0 986152 6105750 7825650 908955 885419 3562903 4015804 67842 1198940 4539700 6100163 X 1566050 1725487 1566050 1725487 6105750 7825650 210989 -51552 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED AFP PAC 4200 WILSON BOULEVARD SUITE 480 ARLINGTON VA 22203 132590764 0 0 0 0 1 5407605 38570 -959797 -921227 210897 -1132124 PART I-A, LINE 1: AFP CONDUCTS POLITICAL ACTIVITIES SOLELY THROUGH ITS CONNECTED SECTION 527 FEDERAL POLITICAL ACTION COMMITTEE. 245689 40948 204741 37075 26680 10395 1732614 940684 791930 1007066 ROU ASSET 986152 986152 DUE TO AFP FOUNDATION 29137 LEASE LIABILITY 1169803 1198940 X 10900547 -51553 81013 29460 10871087 -10 -10 10871077 10745196 85098 85098 10660098 -10 -10 10660088 PART X, LINE 2: THE ASSOCIATION INCURS UNRELATED BUSINESS INCOME TAX MAINLY ON ITS ADVERTISING INCOME. PART XI, LINE 2D - OTHER ADJUSTMENTS: PAC REVENUES IN CONSOLIDATED F/S 20,210. COST OF GOODS SOLD 60,803. PART XII, LINE 2D - OTHER ADJUSTMENTS: PAC EXPENSES IN CONSOLIDATED F/S 24,295. COST OF GOODS SOLD 60,803. NORTH AMERICA 0 2 PROGRAM SERVICES MEMBERSHIP SERVICES AND EDUCATION PROGRAMS 414115 0 2 0 0 0 2 414115 0 414115 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 AFP NV LAS VEGAS CHAPTER 1880 E WARM SPRINGS ROAD SUITE 100 LAS VEGAS NV 89119 501(C)(3) 15000 0 CONTRIBUTED SUPPORT FOR ICON 2022 1 0 PART I, LINE 2: IT IS AN AFP BOARD POLICY THAT AFP WILL CONTRIBUTE $5,000 TO THE CHAIR'S ORGANIZATION OR CHARITY OF THEIR CHOICE DURING THEIR TENURE AS CHAIR TO HONOR THEIR SERVICE TO AFP. X X X X X 1 0 0 MIKE GEIGER PRESIDENT & CEO 388691 20458 108300 5700 1226 65 9983 525 47004 2474 555204 29222 0 0 DAVID SIGMAN CFO & VP, BUSINESS OPERATIONS 180043 9476 29450 1550 285 15 4196 221 28048 1476 242022 12738 0 0 MICHAEL NILSEN VP, MARKETING, COMMS AND PUBLIC POLI 101442 5339 7125 375 104284 5489 3432 181 19933 1049 236216 12433 0 0 LORI GUSDORF EXECUTIVE VICE PRESIDENT 7360 139838 750 14250 99 1881 404 7669 1821 34598 10434 198236 0 0 DEREK MULHERN CHIEF OF STAFF 153417 0 21000 0 240 0 8793 0 7765 0 191215 0 0 0 TODD MCLAUGHLIN VP, MEMBERSHIP & CHAPTER ENGAGEMENT 142555 0 8500 0 1252 0 5864 0 16865 0 175036 0 0 0 KENDALL JOYNER VP, PROFESSIONAL DEVELOPMENT 136991 7210 8075 425 415 22 7377 388 11877 625 164735 8670 0 0 PART I, LINE 4A DURING THE YEAR ENDED DECEMBER 31, 2022, AFP PAID THE FOLLOWING AMOUNT FOR SEVERANCE: MICHAEL NILSEN, VP, MARKETING, COMMUNICATIONS AND PUBLIC POLICY - $109,772 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF ALL THE OFFICERS OF THE ASSOCIATION. THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE, SUBJECT TO SUBSEQUENT APPROVAL OF THE BOARD, ALL THE POWERS OF THE BOARD WHEN NECESSARY BETWEEN MEETINGS OF THE BOARD, PARTNERING WITH THE PRESIDENT AND CHIEF EXECUTIVE OFFICER TO IDENTIFY COMMITTEE CHAIRS AND MEMBERS, ENSURING THE ANNUAL EVALUATION OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICER'S PERFORMANCE AND EXCEPTING THE POWER TO FILL VACANCIES WITHIN THE BOARD OR THE EXECUTIVE COMMITTEE. ALL ACTIONS OF THE EXECUTIVE COMMITTEE SHALL BE REPORTED TO THE BOARD DURING ITS NEXT SUCCEEDING MEETING. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS AND AFFILIATES OF THE ASSOCIATION SHALL ALSO BE ASSOCIATES OF THE ASSOCIATION'S CHARTERED CHAPTERS LOCATED IN THE CITY OR REGION IN WHICH THEY RESIDE OR HAVE THEIR PRINCIPAL PLACE OF BUSINESS. WHERE THERE IS NO CHAPTER ESTABLISHED WITHIN A DISTANCE SPECIFIED BY THE BOARD FROM TIME TO TIME, OF A MEMBER'S OR AFFILIATE'S RESIDENCE OR PLACE OF BUSINESS, INDIVIDUALS MAY BECOME MEMBERS AT-LARGE. MEMBERS AND AFFILIATES MAY BE ASSOCIATED WITH MORE THAN ONE CHAPTER CONSISTENT WITH CRITERIA ESTABLISHED FROM TIME TO TIME BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 7A MANNER OF ELECTION OF DIRECTORS THE NOMINATING COMMITTEE SHALL RECOMMEND FOR ELECTION A SLATE OF DIRECTORS AND OFFICERS FOR AS MANY PERSONS AS THERE ARE DIRECTORSHIPS AND OFFICER POSITIONS TO BE FILLED. THE NAMES OF THE PERSONS SELECTED BY THE NOMINATING COMMITTEE AND, IF THE COMMITTEE SHALL SO CHOOSE, A BRIEF BIOGRAPHICAL SKETCH OF EACH, SHALL BE SENT TO THE MEMBERSHIP AT LEAST 15 DAYS PRIOR TO ELECTION. THE AFP MEMBERSHIP ELECTS THE PROPOSED BOARD SLATE DURING AN OPEN ELECTION. THE OFFICERS OF THE ASSOCIATION SHALL BE ELECTED BY A MAJORITY VOTE OF THE MEMBERS OF THE BOARD FOLLOWING THE PRESENTATION OF A SLATE OF NOMINEES PREPARED BY THE NOMINATING COMMITTEE. SUCH ELECTIONS SHALL TAKE PLACE AT THE ANNUAL MEETING OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B THE BYLAWS MAY BE AMENDED AT ANY DULY CONSTITUTED MEETING OF THE BOARD. A TWO-THIRDS AFFIRMATIVE VOTE OF THE DIRECTORS PRESENT AND VOTING SHALL BE REQUIRED FOR PASSAGE OF ANY PROPOSED AMENDMENT TO THE BYLAWS. BYLAW AMENDMENTS SHALL BE IN WRITING AND SHALL BE DISTRIBUTED BY THE BOARD TO THE MEMBERSHIP FOR RATIFICATION WITHIN THE 180 DAYS OF ADOPTION BY THE BOARD. ALL AMENDMENTS MUST BE RATIFIED BY A MAJORITY VOTE OF THE VOTES CAST BY THE VOTING MEMBERS OF THE ASSOCIATION IN GOOD STANDING, BEFORE THE AMENDMENTS CAN BE EFFECTIVE. FORM 990, PART VI, SECTION B, LINE 11B THROUGH A BOARD RESOLUTION, THE AFP BOARD OF DIRECTORS HAVE GRANTED AUTHORITY TO THE AFP AUDIT COMMITTEE TO REVIEW THE FORM 990 BEFORE FILING. THE 990 IS REVIEWED BY AFP MANAGEMENT PRIOR TO MAKING IT AVAILABLE TO THE ENTIRE BOARD. THIS PROCESS TAKES PLACE PRIOR TO THE FILING OF THE 990. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND OFFICERS ARE COVERED BY THE CONFLICT OF INTEREST POLICY. AT THE ANNUAL ORIENTATION MEETING OF NEW BOARD MEMBERS, THE POLICY IS EXPLAINED IN DETAIL. AT THE FIRST BOARD MEETING EACH YEAR THE POLICY IS EXPLAINED IN DETAIL. ANNUALLY EACH BOARD MEMBER AND OFFICER MUST SIGN A CONFLICT OF INTEREST FORM. AT THE BEGINNING OF EACH BOARD MEETING, THE CHAIR ASKS FOR BOARD MEMBERS TO DIVULGE ANY POSSIBLE CONFLICTS WITH ITEMS ON THE AGENDA. THE BOARD THEN ADJUDICATES HOW TO PROCEED ON EACH (IF ANY) CONFLICT THAT WAS REVEALED. FORM 990, PART VI, SECTION B, LINE 15A THE OFFICE OF THE PRESIDENT COMMITTEE, WHO DETERMINES THE PRES & CEO'S COMPENSATION, IS MADE UP OF THE 5 MEMBERS OF THE AFP GLOBAL EXECUTIVE COMMITTEE (CHAIR, CHAIR-ELECT, IMMEDIATE PAST CHAIR, TREASURER AND SECRETARY). THE COMMITTEE USES AN INDEPENDENT CONSULTING FIRM TO PROVIDE COMPARABILITY EXECUTIVE COMPENSATION DATA FOR ORGANIZATIONS OF SIMILAR SIZE, SCOPE AND MEMBERSHIP; THE EVALUATION COMMITTEE, WHO EVALUATE THE PRES & CEO'S PERFORMANCE, IS MADE UP OF THE ABOVE 5 EXECUTIVE COMMITTEE MEMBERS PLUS THE CHAIRS OF THE FOUND FOR PHILANTHROPY - US, FOUND FOR PHIL - CANADA AND AFP CANADA. THE EXECUTIVE COMMITTEE REVIEWS AND APPROVES THE COMPENSATION RECOMMENDATION PRESENTED BY THE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION FOR FUNDRAISING PROFESSIONALS' GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT SERVICES 1,471,258. CONSULTANT FEES 708,124. FORM 990, PART XII, LINE 2C: THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR. AFP FOUNDATION FOR PHILANTHROPY 4200 WILSON BOULEVARD SUITE 480 ARLINGTON VA 22203 521241128 GENERATE RESOURCES TO FUND AFP STRATEGIC INITIATIVES DC 501(C)(3) LINE 7 ASSOCIATION OF FUNDRAISING PROFESSIONALS 1 AFP PAC 4200 WILSON BOULEVARD SUITE 480 ARLINGTON VA 22203 POLITICAL ACTIVITY DC 527 ASSOCIATION OF FUNDRAISING PROFESSIONALS 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 AFP FOUNDATION FOR PHILANTHROPY C 99434 FMV AFP FOUNDATION FOR PHILANTHROPY J 34000 FMV AFP FOUNDATION FOR PHILANTHROPY L 80000 FMV