2025-10-13T10:47:23-04:00 2024-12-31 CRUM & COMPANY 1640 AKRON PENINSULA RD STE 102 AKRON OH 44313 990EZ 2024-01-01 341623032 ASSOCIATION OF FUNDRAISING PROFESS IONALS NORTH EAST OHIO ASSO 3309363580 4200 WILSON BLVD SUITE 480 ARLINGTON VA 22203 DOREEN THORNE PRESIDENT 3306960477 2025-08-11 false KEVIN K CRUM P00255436 3308671222 2025-10-08 2024 2025-03-06 01:10:19Z 3237 X X WWW.AFPNEO.ORG X X 63737 X 33393 23453 6839 52 63737 340 11828 61738 73906 -10169 39795 29626 X 40362 30193 40362 30193 567 567 39795 29626 X THE MISSION OF THE AFP NORTHEAST OHIO CHAPTER (AFPNEO) IS TO FOSTER THE DEVELOPMENT AND GROWTH OF FUNDRAISING PROFESSIONALS THROUGHOUT NORTHEAST OHIO AND PROMOTE HIGH ETHICAL STANDARDS IN THE FUNDRAISING PROFESSION. WE DO THIS BY PROVIDING OUTSTANDING PROFESSIONAL DEVELOPMENT PROGRAMS, CAREER-GROWTH OPTIONS, MENTORING PARTNERSHIPS, ACCESS TO RESOURCES, AND OPPORTUNITIES TO NETWORK AND GET INVOLVED IN OUR PHILANTHROPIC COMMUNITY. AFPNEO IS COMMITTED TO AFP'S PRINCIPLES OF IDEA (INCLUSION, DIVERSITY, EQUITY, AND ACCESS) AND STRIVES TO BE RESOURCEFUL TO DIVERSE INDIVIDUALS, GROUPS, ORGANIZATIONS, AND ACTIVITIES. IN 2024, AFPNEO SERVED AN AVERAGE OF 133 MEMBERS FROM 9 OHIO COUNTIES: SUMMIT, STARK, ASHLAND, CUYAHOGA, JEFFERSON, MEDINA, PORTAGE, RICHLAND, AND WAYNE COUNTIES. AFPNEO CONTINUED TO OFFER PROFESSIONAL DEVELOPMENT TO NONPROFIT FUNDRAISING PROFESSIONALS ON A REGULAR BASIS. WE CONTINUED TO OFFER BOTH IN-PERSON, VIRTUAL, AND HYBRID EVENTS TO OUR MEMBERS. THIS HELPED OUR MEMBERS TO STAY ENGAGED AND FEEL COMFORTABLE. OUR OBJECTIVES INCLUDED: -REACHING A DIVERSE POPULATION OF NONPROFITS IN TERMS OF BUDGET SIZE, GEOGRAPHIC LOCATION, AND SERVICES PROVIDED. -PROVIDING FUNDRAISING PROFESSIONALS WITH THE TOOLS THEY NEED TO EFFECTIVELY COMMUNICATE THEIR ORGANIZATION'S NEEDS AND ALIGN REQUESTS WITH APPROPRIATE FUNDERS. -NETWORKING WITH OTHER NONPROFITS DOING SIMILAR WORK TO FOSTER COLLABORATION. -USING PROGRAMS AS A PLATFORM FOR BEST PRACTICES FOR LOCAL NONPROFITS AFPNEO OFFERED THE FOLLOWING PROFESSIONAL DEVELOPMENT PROGRAMS IN 2024, AND ALL ELIGIBLE SESSIONS RECEIVED CFRE CREDIT AUTHORIZATION: -JANUARY - ARE YOU INTERESTED IN OBTAINING YOUR CFRE IN 2024? LET'S GET STARTED -FEBRUARY - BUILDING RELATIONSHIPS WITH COMMUNITY FOUNDATIONS + ROUND ROBIN -APRIL - FOCUS ON PHILANTHROPY -MAY - STEWARDING OUR DONORS: CREATIVE STEWARDSHIP IDEAS THE WORK -JUNE - CREATING COMPELLING VIDEOS WITH SARA SHOOKMAN -JULY - HOW TO GET THE BEST OUT OF YOUR BOARD -AUGUST - MAKING AI YOUR FRIEND IN FUNDRAISING -SEPTEMBER - THE "TRIPLE" ASK - THE TRIFECTA OF FUNDRAISING WITH WILLIAM MOUNTCASTLE -OCTOBER - FUNDRAISING WITH INTEGRITY - RESOURCES, INSIGHTS AND FUN -NOVEMBER - NATIONAL PHILANTHROPY DAY -DECEMBER - 2024 ANNUAL MEETING AND LEADERSHIP SPOTLIGHT NATIONAL PHILANTHROPY DAY (NPD): THE NPD AWARDS LUNCHEON IS OUR ANNUAL OPPORTUNITY TO SHOW OUR APPRECIATION AS A FUNDRAISER FOR ALL THAT HAS BEEN ACCOMPLISHED THROUGH THE GENEROSITY OF OUR FRIENDS AND NEIGHBORS. THIS EVENT IS AN IN-PERSON EVENT. 340 56092 SCHOLARSHIPS: THE MISSION OF AFP IS TO FOSTER THE DEVELOPMENT AND GROWTH OF FUNDRAISING PROFESSIONALS, AND THE AFPNEO CHAPTER DEDICATES ITS RESOURCES TO THAT MISSION BY PROVIDING SEVERAL SCHOLARSHIP OPPORTUNITIES THROUGHOUT THE YEAR. AFPNEO USES A PORTION OF OUR NET ASSETS TO OFFER SCHOLARSHIPS FOR FUNDRAISING PROFESSIONALS IN NORTHEAST OHIO. THIS PROVIDES EVERY MEMBER WITH THE OPPORTUNITY TO INCREASE THEIR PROFESSIONALISM, KNOWLEDGE, AND SKILLS BY ATTENDING PROFESSIONAL DEVELOPMENT MEETINGS AND CONFERENCES AT BOTH THE LOCAL AND NATIONAL LEVELS. IN 2024, WE PROVIDED FIVE SCHOLARSHIPS. 12424 MENTORING: THE GOAL OF THE MENTORING PROGRAM IS TO PAIR SEASONED PROFESSIONALS WITH PEOPLE NEW TO THE FIELD, THOSE TRANSITIONING JOB RESPONSIBILITIES, OR THOSE SEARCHING FOR ADDITIONAL NETWORKING OPPORTUNITIES. MATCHES ARE BASED ON GOALS, LOCATION, INTEREST, AND THE TYPE OF NONPROFITS THEY SERVE. MENTORS/MENTEES HAVE ONE-ON-ONE MEETINGS THROUGHOUT THE YEAR, ATTEND PROFESSIONAL DEVELOPMENT MEETINGS, AND PARTICIPATE IN VARIOUS MENTORING EVENTS. IN 2024, THERE WERE 13 MENTORING PAIRS PARTICIPATING IN THE PROGRAM, REPRESENTING A WIDE VARIETY OF NONPROFITS, SKILL LEVELS, AND INTERESTS. SINCE 2018, MORE THAN 130 MEANINGFUL MENTORSHIPS HAVE BEEN FORMED BETWEEN MEMBERS. 68516 PAM VALENTINE MEMBER AT LA 2.00 0 SARA LUNDENBERGER CHAIR SCHOLA 2.00 0 SUSAN SCHWEITZER MEMBER AT LA 2.00 0 RENEE SCHERICK IMMED PAST P 2.00 0 DANIEL BLAKEMORE MEMBER AT LA 2.00 0 DAVID LEE CO CHAIR - N 2.00 0 WENDY MERKERT TREASURER 2.00 0 SUE FIGLER SECRETARY 2.00 0 SUSAN KOSCO CHAIR, BTC & 2.00 0 VONDEA SHEAFFER MEMBER AT LA 2.00 0 LESLIE GENOVESE CHAIR, NPD 2.00 0 DOREEN THORNE PRESIDENT 2.00 0 DAWN MOEGLIN VP MEM & CHA 2.00 0 CANDANCE HARMON ASSISTANT TR 2.00 0 MARION DRAKE PRES ELECT & 2.00 0 AMY CRAWFORD CHAIR, FOF & 2.00 0 ANGELA BARNES MEMBER AT LA 2.00 0 false false false false false false false false false OH WENDY MERKERT SUSAN KOSCO 1967 E MAPLE STREET 112 NORTH CANTON OH 44720 3309363580 false false false false false false false false false false false NONE NONE true X 8833 20540 20237 21965 33393 104968 9054 15907 23718 19026 30292 97997 17887 36447 43955 40991 63685 202965 2883 2547 4296 5268 3474 18468 2883 2547 4296 5268 3474 18468 184497 5 4 9 5 4 9 170 170 17892 36451 43955 41161 63685 203144 0.90820 0.91220 0.00000 0.00000 X FORM 990-EZ, PART I, LINE 8 OTHER 52 TOTAL 52 FORM 990-EZ, PART I, LINE 16 EXPENSES OFFICE SUPPLIES 223 TECHNOLOGY FEES 3,997 MISCELLANEOUS 109 NAT PHILANTHROPY DAY EXP 41,400 FOCUS ON PHILANTHROPY 2,826 MEMBERSHIP EXPENSES -50 PROFESSIONAL DEVELOP MTGS 6,318 LEADERSHIP DEVELOPMENT 5,651 BANK CHARGES 1,264 TOTAL 61,738 FORM 990-EZ, PART II, LINE 26 ACCOUNTS PAYABLE AND ACCRUED EXPENSES 567 567 FORM 990-EZ, PART III THE MISSION OF THE AFP NORTHEAST OHIO CHAPTER (AFPNEO) IS TO FOSTER THE DEVELOPMENT AND GROWTH OF FUNDRAISING PROFESSIONALS THROUGHOUT NORTHEAST OHIO AND PROMOTE HIGH ETHICAL STANDARDS IN THE FUNDRAISING PROFESSION. WE DO THIS BY PROVIDING OUTSTANDING PROFESSIONAL DEVELOPMENT PROGRAMS, CAREER-GROWTH OPTIONS, MENTORING PARTNERSHIPS, ACCESS TO RESOURCES, AND OPPORTUNITIES TO NETWORK AND GET INVOLVED IN OUR PHILANTHROPIC COMMUNITY. AFPNEO IS COMMITTED TO AFP'S PRINCIPLES OF IDEA (INCLUSION, DIVERSITY, EQUITY, AND ACCESS) AND STRIVES TO BE RESOURCEFUL TO DIVERSE INDIVIDUALS, GROUPS, ORGANIZATIONS, AND ACTIVITIES. IN 2024, AFPNEO SERVED AN AVERAGE OF 133 MEMBERS FROM 9 OHIO COUNTIES: SUMMIT, STARK, ASHLAND, CUYAHOGA, JEFFERSON, MEDINA, PORTAGE, RICHLAND, AND WAYNE COUNTIES. FORM 990-EZ, PART III, LINE 28 AFPNEO CONTINUED TO OFFER PROFESSIONAL DEVELOPMENT TO NONPROFIT FUNDRAISING PROFESSIONALS ON A REGULAR BASIS. WE CONTINUED TO OFFER BOTH IN-PERSON, VIRTUAL, AND HYBRID EVENTS TO OUR MEMBERS. THIS HELPED OUR MEMBERS TO STAY ENGAGED AND FEEL COMFORTABLE. OUR OBJECTIVES INCLUDED: -REACHING A DIVERSE POPULATION OF NONPROFITS IN TERMS OF BUDGET SIZE, GEOGRAPHIC LOCATION, AND SERVICES PROVIDED. -PROVIDING FUNDRAISING PROFESSIONALS WITH THE TOOLS THEY NEED TO EFFECTIVELY COMMUNICATE THEIR ORGANIZATION'S NEEDS AND ALIGN REQUESTS WITH APPROPRIATE FUNDERS. -NETWORKING WITH OTHER NONPROFITS DOING SIMILAR WORK TO FOSTER COLLABORATION. -USING PROGRAMS AS A PLATFORM FOR BEST PRACTICES FOR LOCAL NONPROFITS AFPNEO OFFERED THE FOLLOWING PROFESSIONAL DEVELOPMENT PROGRAMS IN 2024, AND ALL ELIGIBLE SESSIONS RECEIVED CFRE CREDIT AUTHORIZATION: -JANUARY - ARE YOU INTERESTED IN OBTAINING YOUR CFRE IN 2024? LET'S GET STARTED -FEBRUARY - BUILDING RELATIONSHIPS WITH COMMUNITY FOUNDATIONS + ROUND ROBIN -APRIL - FOCUS ON PHILANTHROPY -MAY - STEWARDING OUR DONORS: CREATIVE STEWARDSHIP IDEAS THE WORK -JUNE - CREATING COMPELLING VIDEOS WITH SARA SHOOKMAN -JULY - HOW TO GET THE BEST OUT OF YOUR BOARD -AUGUST - MAKING AI YOUR FRIEND IN FUNDRAISING -SEPTEMBER - THE "TRIPLE" ASK - THE TRIFECTA OF FUNDRAISING WITH WILLIAM MOUNTCASTLE -OCTOBER - FUNDRAISING WITH INTEGRITY - RESOURCES, INSIGHTS AND FUN -NOVEMBER - NATIONAL PHILANTHROPY DAY -DECEMBER - 2024 ANNUAL MEETING AND LEADERSHIP SPOTLIGHT NATIONAL PHILANTHROPY DAY (NPD): THE NPD AWARDS LUNCHEON IS OUR ANNUAL OPPORTUNITY TO SHOW OUR APPRECIATION AS A FUNDRAISER FOR ALL THAT HAS BEEN ACCOMPLISHED THROUGH THE GENEROSITY OF OUR FRIENDS AND NEIGHBORS. THIS EVENT IS AN IN-PERSON EVENT. FORM 990-EZ, PART III, LINE 29 SCHOLARSHIPS: THE MISSION OF AFP IS TO FOSTER THE DEVELOPMENT AND GROWTH OF FUNDRAISING PROFESSIONALS, AND THE AFPNEO CHAPTER DEDICATES ITS RESOURCES TO THAT MISSION BY PROVIDING SEVERAL SCHOLARSHIP OPPORTUNITIES THROUGHOUT THE YEAR. AFPNEO USES A PORTION OF OUR NET ASSETS TO OFFER SCHOLARSHIPS FOR FUNDRAISING PROFESSIONALS IN NORTHEAST OHIO. THIS PROVIDES EVERY MEMBER WITH THE OPPORTUNITY TO INCREASE THEIR PROFESSIONALISM, KNOWLEDGE, AND SKILLS BY ATTENDING PROFESSIONAL DEVELOPMENT MEETINGS AND CONFERENCES AT BOTH THE LOCAL AND NATIONAL LEVELS. IN 2024, WE PROVIDED FIVE SCHOLARSHIPS. FORM 990-EZ, PART III, LINE 30 MENTORING: THE GOAL OF THE MENTORING PROGRAM IS TO PAIR SEASONED PROFESSIONALS WITH PEOPLE NEW TO THE FIELD, THOSE TRANSITIONING JOB RESPONSIBILITIES, OR THOSE SEARCHING FOR ADDITIONAL NETWORKING OPPORTUNITIES. MATCHES ARE BASED ON GOALS, LOCATION, INTEREST, AND THE TYPE OF NONPROFITS THEY SERVE. MENTORS/MENTEES HAVE ONE-ON-ONE MEETINGS THROUGHOUT THE YEAR, ATTEND PROFESSIONAL DEVELOPMENT MEETINGS, AND PARTICIPATE IN VARIOUS MENTORING EVENTS. IN 2024, THERE WERE 13 MENTORING PAIRS PARTICIPATING IN THE PROGRAM, REPRESENTING A WIDE VARIETY OF NONPROFITS, SKILL LEVELS, AND INTERESTS. SINCE 2018, MORE THAN 130 MEANINGFUL MENTORSHIPS HAVE BEEN FORMED BETWEEN MEMBERS.