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Nonprofit · EIN 65-0288699

ASSOCIATION OF FUNDRAISING PROFESSIONALS

Also known as FL SOUTHWEST CHAPTER

Tax-exempt · SARASOTA, FL 34231

Financials

$46K$57K2023$51K$51K2024$31K$45K2025
Revenue Expenses · by fiscal year end
Financials of ASSOCIATION OF FUNDRAISING PROFESSIONALS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$31,221$45,166-$13,945$69,285$2,862$66,423
December 31, 2024990-EZ$51,303$50,761$542$82,542$2,174$80,368
December 31, 2023990-EZ$46,102$56,672-$10,570$82,547$2,721$79,826
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$35,710
Program service revenue
$16,613
Net income from fundraising events
-$21,102

Expenses

Grants and similar amounts paid
$710
Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$25,851
Printing, publications and postage
$20
Other expenses
$18,585
Program services (functional)
$24,604

Balance sheet and other

Total assets, start of year
$82,542
Total assets, end of year
$69,285
Total liabilities, end of year
$2,862
Net assets, end of year
$66,423
Cash, savings and investments
$69,285
Gross receipts
$59,863

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JENNIFER BUSHINGER ORTIZPRESIDENT10$0
SCOTT HINCKLEYVICE PRESIDENT5$0
CHARLENE ALTENHAINTREASURER7.5$0
LAUREN STROMANSECRETARY3$0
DEBRA FLYNT GARRETTBOARD MEMBER2$0
JACQUELINE HOUSEBOARD MEMBER2$0
PATRICIA MCMAHONBOARD MEMBER2$0
SARA ROBINSONBOARD MEMBER2$0
RAFAEL ROBLESBOARD MEMBER2$0
MARC SAFFRENBOARD MEMBER2$0
990-EZ for the year ended December 31, 2024: 12 people
NameTitleHours / weekCompensation
AMY TOWERYBOARD MEMBER2$0
ANDRIA PIEKARZBOARD MEMBER2$0
DEBRA FLYNT GARRETTBOARD MEMBER2$0
SARA ROBINSONBOARD MEMBER2$0
TERRI WATSONBOARD MEMBER2$0
JACQUELINE HOUSEBOARD MEMBER2$0
JENNIFER BUSHINGER ORTIZVICE PRESIDENT5$0
PATRICIA MCMAHONBOARD MEMBER2$0
SCOTT HINCKLEYSECRETARY3$0
CHARLENE ALTENHAINBOARD MEMBER2$0
LEE ANN RODRIGUEZBOARD MEMBER2$0
RAFAEL ROBLESPRESIDENT10$0
990-EZ for the year ended December 31, 2023: 12 people
NameTitleHours / weekCompensation
AMY TOWERYBOARD MEMBER2$0
ANDRIA PIEKARZBOARD MEMBER2$0
DEBRA FLYNT GARRETTBOARD MEMBER2$0
SARA ROBINSONBOARD MEMBER2$0
TERRI WATSONBOARD MEMBER2$0
JACQUELINE HOUSEBOARD MEMBER3$0
JENNIFER BUSHINGER ORTIZBOARD MEMBER2$0
PATRICIA MCMAHONBOARD MEMBER2$0
SCOTT HINCKLEYBOARD MEMBER2$0
LAUREN STROMANBOARD MEMBER2$0
LEE ANN RODRIGUEZPRESIDENT10$0
RAFAEL ROBLESSECRETARY3$0

Address and contacts

Address (IRS master file)
6120 S LOCKWOOD RIDGE RD 300, SARASOTA, FL 34231-7218
In care of
% CHAPTER SERVICES DEPARTMENT
Signed the 990-EZ
CHARLENE ALTENHAIN, TREASURER
Phone
(941) 921-5410
Return prepared by
KERKERING BARBERIO & CO

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.

990-EZ for the year ended December 31, 2025

Program accomplishments

  • EDUCATION* PROMOTION OF CERTIFIED FUNDRAISING EXECUTIVES AND CONTINUAL EDUCATION SEMINARS ON EXPANDING FUNDRAISING OPPORTUNITIES, ETHICS, ETC.
    Expenses $2,976
  • 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.
    Expenses $2,976
  • 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
    Expenses $16,723 · grants $210
  • OTHER SERVICE PROGRAMS INCLUDE THE CHAPTER JOB BANK AND COLLABORATIVE WORKSHOPS VIRTUALLY.
    Expenses $1,929 · grants $500

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-EZ on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

IRS record

EIN
65-0288699
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Exempt since
1987
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$69,285
Income (IRS master file)
$59,863

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$31,221$45,166$69,285XML
990-EZDecember 2024$51,303$50,761$82,542XML
990-EZDecember 2023$46,102$56,672$82,547XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2019–––IRS
990-EZDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 65-0288699).

Questions about ASSOCIATION OF FUNDRAISING PROFESSIONALS

What is the EIN of ASSOCIATION OF FUNDRAISING PROFESSIONALS?
The employer identification number (EIN) of ASSOCIATION OF FUNDRAISING PROFESSIONALS is 65-0288699.
Is ASSOCIATION OF FUNDRAISING PROFESSIONALS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Which annual return does ASSOCIATION OF FUNDRAISING PROFESSIONALS file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of ASSOCIATION OF FUNDRAISING PROFESSIONALS due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ASSOCIATION OF FUNDRAISING PROFESSIONALS last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
Who are the officers and directors of ASSOCIATION OF FUNDRAISING PROFESSIONALS?
The 990-EZ for the year ended December 31, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does ASSOCIATION OF FUNDRAISING PROFESSIONALS have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $31,221, expenses of $45,166 and total assets of $69,285 at year end.

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