2026-09-08T11:14:35-05:00 2025-12-31 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990EZ 2025-01-01 650288699 SOUTHWEST FLORIDA CHAPTER ASSOCIATION OF FUNDRAISING PROFESSIONALS INC SOUT 9419215410 6120 S LOCKWOOD RIDGE RD 300 SARASOTA FL 34231 CHARLENE ALTENHAIN TREASURER 9413660461 2026-08-29 1 BRIAN SIMMONS P00360690 9413654617 2025 3237 X COMMUNITY.AFPNET.ORG/AFPFLSOUTHWESTCHAPTER/HOME X X 59863 X 35710 16613 7540 28642 -21102 31221 710 25851 20 18585 45166 -13945 80368 0 66423 X 82542 69285 82542 69285 2174 2862 80368 66423 X 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. EDUCATION* PROMOTION OF CERTIFIED FUNDRAISING EXECUTIVES AND CONTINUAL EDUCATION SEMINARS ON EXPANDING FUNDRAISING OPPORTUNITIES, ETHICS, ETC. 0 2976 RECOGNITION OF OUTSTANDING VOLUNTEERS AND PHILANTHROPISTS* THE CHAPTER HOSTED ITS 41ST ANNUAL NATIONAL PHILANTHROPY DAY LUNCHEON IN NOVEMBER 2025 TO HONOR OUTSTANDING PHILANTHROPISTS IN OUR COMMUNITY. 0 2976 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 210 16723 OTHER SERVICE PROGRAMS INCLUDE THE CHAPTER JOB BANK AND COLLABORATIVE WORKSHOPS VIRTUALLY. 500 1929 24604 JENNIFER BUSHINGER ORTIZ PRESIDENT 10.00 0 0 0 SCOTT HINCKLEY VICE PRESIDENT 5.00 0 0 0 CHARLENE ALTENHAIN TREASURER 7.50 0 0 0 LAUREN STROMAN SECRETARY 3.00 0 0 0 DEBRA FLYNT GARRETT BOARD MEMBER 2.00 0 0 0 JACQUELINE HOUSE BOARD MEMBER 2.00 0 0 0 PATRICIA MCMAHON BOARD MEMBER 2.00 0 0 0 SARA ROBINSON BOARD MEMBER 2.00 0 0 0 RAFAEL ROBLES BOARD MEMBER 2.00 0 0 0 MARC SAFFREN BOARD MEMBER 2.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FL KERKERING BARBERIO & CO 1605 MAIN ST STE 600 SARASOTA FL 34236 9413654617 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 37712 33388 31589 28533 35710 166932 17563 27877 29998 23700 24153 123291 55275 61265 61587 52233 59863 290223 0 0 0 290223 1800 1800 57075 61265 61587 52233 59863 292023 0.99380 0.99320 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED NATIONAL PHILANTHROPY DAY 30415 22875 7540 10956 17686 30415 22875 7540 10956 17686 28642 -21102 FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: SCHOLARSHIPS. AMOUNT GIVEN: 710. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: CONFERENCES, CONVENTIONS, MEETINGS. AMOUNT: 13,176. DESCRIPTION: CREDIT CARD & BANK FEES. AMOUNT: 916. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 1,803. DESCRIPTION: AUDIO-VISUAL. AMOUNT: 710. DESCRIPTION: COMPUTER/SOFTWARE. AMOUNT: 1,980. TOTAL TO FORM 990-EZ, LINE 16: 18,585. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 2,174. END OF YEAR AMOUNT: 2,862. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.