2026-07-21T09:34:08-05:00 2024-12-31 420714325 RSM US LLP 919 EAST MAIN STREET SUITE 1800 RICHMOND VA 23219 990 2024-01-01 521241128 AFP FOUNDATION FOR PHILANTHROPY AFPF 7036840410 4200 WILSON BOULEVARD 480 ARLINGTON VA 22203 ANN HALE EXECUTIVE DIRECTOR 7036840410 2026-07-13 1 0 MEREDITH BELL P01696827 8042822121 2026-07-09 2024 2025-03-06 01:10:19Z X ANN HALE 4200 WILSON BOULEVARD 480 ARLINGTON VA 22203 1989955 0 X AFPGLOBAL.ORG/USFOUNDATION X 1980 DC OUR MISSION IS TO ADVANCE PHILANTHROPIC INVESTMENT AND IMPACT IN THE NONPROFIT SECTOR.WE ACCOMPLISH THIS BY:- SERVING AS A CATALYST FOR THE NONPROFIT SECTOR TO ADDRESS THE SECTOR'S GREATEST ISSUES - ACTING AS A CONVENER BETWEEN THE PROFESSIONAL FUNDRAISER AND THE PHILANTHROPIST TO SOLVE SOCIETY'S MOST PRESSING CHALLENGES- CONDUCTING AND SUPPORTING IN-DEPTH RESEARCH LEADING TO STRATEGIC INSIGHTS AND INNOVATIVE THINKING IN PHILANTHROPY 8 8 3 150 0 0 645236 1471099 364279 374183 18167 62351 0 0 1027682 1907633 294414 300244 0 0 383564 380606 0 0 39171 554258 570442 1232236 1251292 -204554 656341 1701024 2340690 80158 27574 1620866 2313116 THE AFP FOUNDATION SHALL ADVANCE PHILANTHROPIC INVESTMENT AND IMPACT IN THE NON-PROFIT SECTOR. 0 0 497111 181047 52732 RELEVANT QUALITY EDUCATION: THIS PROGRAM OF THE AFP FOUNDATION SEEKS TO EDUCATE CURRENT PROFESSIONALS AND DEVELOP FUTURE LEADERS OF THE PROFESSION. CONFERENCES AND ACADEMIES ARE THE MAIN FOCUS IN DELIVERING THIS EDUCATION AND DEVELOPMENT. IN ADDITION, THIS PROGRAM PROVIDES SCHOLARSHIPS TO IMPROVE THE FUNDRAISING PROFESSION. 106980 51279 247451 RESEARCH: THE AFP FOUNDATION FOR PHILANTHROPY ENGAGES IN SEVERAL RESEARCH INITIATIVES AND PROJECTS, INCLUDING THE RESEARCH COUNCIL FORUM, THE WILSON C. "BILL" LEVIS FUNDRAISING RESEARCH GRANT THAT PROVIDES GRANT TO ACADEMIC RESEARCHERS STUDYING ISSIES IMPORTANT TO FUNDRAISING, THE AFP COMPENSATION AND BENEFITS STUDY, AND THE FUNDRAISING EFFECTIVENESS PROJECT. 67918 67918 74000 INCLUSION AND INFLUENCE: THIS PROGRAM FOCUSES ON INCREASING DIVERSITY AND INCLUSION WITHIN THE FUNDRAISING PROFESSION AND PHILANTHROPY. THE SCHOLARSHIP FUNDS WITHIN THE PROGRAM FURTHER PROMOTE THESE FOCUSES TO YOUNG FUNDRAISING PROFESSIONALS. GRANTS ARE PROVIDED TO DIVERSE FUNDRAISING PROFESSIONALS TO PROVIDE PROFESSIONAL EDUCATION, TRAINING, AND INFORMATION TO ADVANCE THEIR SKILLS, ABILITIES, AND CAREERS. 672009 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0 1 0 0 1 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 10 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AK AR CA CT FL GA IL KS KY ME MD MA MI MS NE NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI AZ CO DE HI ID IN IA LA MO MT SD TX VT MS WY X X HERMAN ART TAYLOR 7036840410 4200 WILSON BOULEVARD 480 ARLINGTON VA 22203 X MISSY RYAN PENLAND CHAIR 4.00 4.00 X X 0 0 0 CATHERINE CONNOLLY CHAIR-ELECT 4.00 0.00 X X 0 0 0 HEIDI DROEGEMUELLER SECRETARY/TREASURER 4.00 0.00 X X 0 0 0 HARRY LYNCH IMMEDIATE PAST CHAIR 4.00 0.00 X X 0 0 0 PAUL A DUNNE FUNDRAISING BOARD CHAIR 4.00 0.00 X 0 0 0 BIRGIT SMITH BURTON AFP CHAIR 4.00 4.00 X 0 0 0 ROGER ALI MBA CFRE AT-LARGE MEMBER 4.00 4.00 X 0 0 0 KEVIN J FOYLE MBA CFRE AT-LARGE MEMBER 4.00 4.00 X 0 0 0 LORI GUSDORF EXECUTIVE VICE PRESIDENT 38.00 2.00 X 165750 8724 43366 MIKE GEIGER AFP PRESIDENT AND CFO 2.00 33.00 X 31345 517205 63644 DAVID SIGMAN CFO & VP, BUS. OPS (UNTIL 9/24) 2.00 33.00 X 9947 164119 25248 TARYN GOLD VP, CHAPTER ENGAGEMENT & MBRSHP 2.00 33.00 X 9037 149118 40777 KENDALL JOYNER VP, PROFESSIONAL DEVELOPMENT 2.00 33.00 X 9851 162557 19186 CHRISTOPHER AMOS SR. DIRECTOR, BUSINESS DEVELOPMENT 2.00 33.00 X 11599 191388 41627 CHRISTIAN DINEGAR SR. DIRECTOR, CONFERENCES & MEETINGS 2.00 33.00 X 9583 158125 8355 247112 1351236 242203 1 0 1 0 0 1471099 1471099 REGISTRATION FEES 900099 247451 247451 SPONSORSHIPS 900099 74000 74000 ADMIN FEE REVENUE 900099 52732 52732 374183 40510 40510 104163 82322 21841 21841 21841 1907633 300183 0 136351 155452 155452 122374 122374 22418 22418 255253 255253 89163 89163 5340 5340 8596 8596 22254 22254 20229 20229 5833 5833 6522 6522 80294 20504 45993 13797 11605 11605 29829 15100 14600 129 780 780 51737 28407 18804 4526 315914 280046 16439 19429 7608 2023 5455 130 BAD DEBT 21000 21000 DUES & SUBSCRIPTIONS 10314 10314 PRINTING & PUBLICATIONS 7681 3127 3394 1160 MISCELLANEOUS 740 639 101 356 356 1251292 672009 540112 39171 434509 438694 199977 797112 2935 0 37435 21507 1026168 434426 648951 1701024 2340690 50826 11165 29332 16409 80158 27574 X 251008 94672 1369858 2218444 1620866 2313116 1701024 2340690 656341 35909 0 X X 0 1 X 1 0 X 763290 916999 926066 645236 1471099 4722690 763290 916999 926066 645236 1471099 4722690 370282 4352408 66276 156073 26874 27259 40510 316992 75 75 5039757 1042180 0.86360 0.80950 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INCOME FROM ACTIVITIES NOT REGULARLY CARRIED ON RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 930487 5881 59461 11495 984334 858983 1163 82836 12495 930487 957299 51378 -115698 33996 858983 902077 10450 65767 20995 957299 884140 1900 57632 41595 902077 0.00000 0.00000 1.00000 0 0 0 SCHWAB US AGGREGATE BOND 268910 F SCHWAB INTERNATIONAL IND 146400 F SCHWAB S&P 500 INDEX 233641 F 648951 DUE TO AFP 16409 16409 2138520 35909 201500 237409 1901111 6522 6522 1907633 1446270 201500 201500 1244770 6522 6522 1251292 PART V, LINE 4: THE EARNINGS FROM THE ENDOWMENT FUNDS ARE FOR PROVIDING EDUCATIONAL SCHOLARSHIPS TO PROFESSIONAL FUNDRAISERS, FOR CONDUCTING RESEARCH ON FUNDRAISING AND PHILANTHROPY TOPICS, FOR PROMOTING AWARENESS OF PHILANTHROPIC AND FUNDRAISING BEST PRACTICES, AND FOR SUPPORTING EDUCATIONAL OFFERINGS ON FUNDRAISING AND PHILANTHROPY. 1 NORTH AMERICA 0 0 GRANTMAKING 19923 SOUTH AMERICA 0 0 GRANTMAKING 1996 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTMAKING 499 0 0 0 0 0 0 22418 0 22418 SCHOLARSHIP NORTH AMERICA 29 19923 CHECK SCHOLARSHIP SOUTH AMERICA 4 1996 CHECK SCHOLARSHIP MIDDLE EAST AND NORTH AFRICA 1 499 CHECK 0 0 0 0 0 0 PART I, LINE 2: SCHOLARSHIP RECIPIENTS ARE REQUIRED TO COMPLETE AN EVALUATION FORM AND THUS ASSESS THE VALUE TO THEM OF THE EDUCATIONAL COURSES THEY PARTICIPATED IN. 1 ASSOCIATION OF FUNDRAISING PROFESSIONALS 4200 WILSON BLVD SUITE 480 ARLINGTON VA 22203 132590764 501(C)(6) 36000 0 PROGRAM SUPPORT BRIGHAM YOUNG UNIVERSITY 3326 WILKINSON STUDENT CENTER PROVO UT 84602 870217280 501(C)(3) 12400 0 BILL LEVIS RESEARCH GRANT 1 1 ICON 178 88822 LEAD 48 33552 PART I, LINE 2: SCHOLARSHIP RECIPIENTS ARE REQUIRED TO COMPLETE AN EVALUATION FORM AND THUS ASSESS THE VALUE TO THEM OF THE EDUCATIONAL COURSES THEY PARTICIPATED IN. GRANTS TO ORGANIZATIONS REQUIRE, AMONG OTHER THINGS, A FINAL REPORT ON THE PROJECT. 0 0 0 0 0 0 0 0 0 MIKE GEIGER AFP PRESIDENT AND CFO 24796 409143 6436 106195 113 1867 680 11225 3062 50522 35087 578952 0 0 CHRISTOPHER AMOS SR. DIRECTOR, BUSINESS DEVELOPMENT 8154 134542 3406 56195 39 651 391 6452 2093 34536 14083 232376 0 0 LORI GUSDORF EXECUTIVE VICE PRESIDENT 147909 7785 15960 840 1881 99 7953 419 34999 1842 208702 10985 0 0 TARYN GOLD VP, CHAPTER ENGAGEMENT & MBRSHP 8093 133540 927 15295 17 283 369 6087 2067 34100 11473 189305 0 0 DAVID SIGMAN CFO & VP, BUS. OPS (UNTIL 9/24) 8501 140265 1429 23571 17 283 443 7317 1074 17721 11464 189157 0 0 KENDALL JOYNER VP, PROFESSIONAL DEVELOPMENT 8885 146611 927 15295 39 651 489 8075 712 11755 11052 182387 0 0 CHRISTIAN DINEGAR SR. DIRECTOR, CONFERENCES & MEETINGS 8647 142671 897 14803 39 651 477 7878 104 1711 10164 167714 0 0 PART I, LINE 3 METHODS USED TO DETERMINE CEO COMPENSATION BY RELATED ORGANIZATION: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT REVIEWED THE 990 PRIOR TO FILING. THE ENTIRE BOARD OF DIRECTORS WAS E-MAILED THE COMPLETED 990 DURING THE WEEK LEADING UP TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND OFFICERS OF AFP FOUNDATION FOR PHILANTHROPY ARE COVERED BY THE WRITTEN CONFLICT OF INTEREST POLICY. THE POLICY IS EXPLAINED IN DETAIL AT THE ANNUAL ORIENTATION MEETING OF NEW BOARD MEMBERS AND AT THE FIRST BOARD MEETING OF EACH YEAR. EACH BOARD MEMBER AND OFFICER MUST SIGN A CONFLICT OF INTEREST FORM ANNUALLY. A TRANSACTION BETWEEN AFP FOUNDATION AND MEMBERS OF THE BOARDS AND STAFF, OR RELATED ENTITY, IS ACCEPTABLE PROVIDED THAT ALL MATERIAL FACTS HAVE BEEN DISCLOSED AND, EXCEPT IN THE CASE OF A CHARITABLE GIFT, THE TERMS, CONDITIONS AND CONSIDERATION INVOLVED ARE COMMERCIALLY FAIR AND REASONABLE. ANY PROPOSED ACTIVITY THAT PRESENT OR MAY BE A CONFLICT OF INTEREST, SHALL BE PRESENTED TO THE EXECUTIVE VICE PRESIDENT OR HIS/HER DESIGNEE AND APPROVED, IN ADVANCE, BY THE BOARD. AT THE BEGINNING OF EACH BOARD MEETING, THE CHAIR ASKS FOR BOARD MEMBERS TO DIVULGE ANY POTENTIAL CONFLICTS. THE BOARD THEN ADJUDICATES HOW TO PROCEED ON EACH (IF ANY) CONFLICT THAT WAS REVEALED. THE EXECUTIVE VICE PRESIDENT OF THE FOUNDATION IS ALSO REQUIRED TO ANNUALLY DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE PRESIDENT & CEO IS SET BY THE ASSOCIATION OF FUNDRAISING PROFESSIONALS, A RELATED ORGANIZATION. THE PROCESS IS AS FOLLOWS: THE OFFICE OF THE PRESIDENT COMMITTEE, AN INDEPENDENT BODY WHO DETERMINES THE PRESIDENT & 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 OFFICE OF THE PRESIDENT COMMITTEE USES AN INDEPENDENT CONSULTING FIRM TO PROVIDE COMPARABILITY EXECUTIVE COMPENSATION DATA FOR ORGANIZATIONS OF SIMILAR SIZE, SCOPE AND MEMBERSHIP. THE EVALUATION COMMITTEE, WHO EVALUATES THE PRESIDENT & CEO'S PERFORMANCE, IS MADE UP OF THE ABOVE 5 EXECUTIVE COMMITTEE MEMBERS PLUS THE CHAIRS OF THE AFP FOUNDATION FOR PHILANTHROPY - US, AFP FOUNDATION FOR PHILANTHROPY - CANADA AND AFP CANADA. THE EXECUTIVE COMMITTEE REVIEWS AND APPROVES THE COMPENSATION RECOMMENDATION PRESENTED BY THE EVALUATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE SET FORTH IN SECTION 6104(D). AMENDED FORM 990, PART VII, SECTION A: THE RETURN HAS BEEN AMENDED TO CORRECT INACCURACIES IN THE BOARD LISTING FOR THE 2024 TAX YEAR. PART VII HAS BEEN REVISED ACCORDINGLY. FORM 990, PART XII, LINE 2C: THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR. THE ASSOCIATION OF FUNDRAISING PROFESSIONALS 4200 WILSON BLVD SUITE 480 ARLINGTON VA 22203 132590764 TO ADVANCE PHILANTHROPY THROUGH ETHICAL AND EFFECTIVE FUNDRAISING DC N/A 0 AFP PAC 4200 WILSON BLVD SUITE 480 ARLINGTON VA 22203 132590764 POLITICAL ACTIVITY DC 527 ASSOCIATION OF FUNDRAISING PROFESSIONALS 0 0 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0