Nonprofit · EIN 65-0288699
ASSOCIATION OF FUNDRAISING PROFESSIONALS
Also known as FL SOUTHWEST CHAPTER
Tax-exempt · SARASOTA, FL 34231
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $31,221 | $45,166 | -$13,945 | $69,285 | $2,862 | $66,423 |
| December 31, 2024 | 990-EZ | $51,303 | $50,761 | $542 | $82,542 | $2,174 | $80,368 |
| December 31, 2023 | 990-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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER BUSHINGER ORTIZ | PRESIDENT | 10 | $0 |
| SCOTT HINCKLEY | VICE PRESIDENT | 5 | $0 |
| CHARLENE ALTENHAIN | TREASURER | 7.5 | $0 |
| LAUREN STROMAN | SECRETARY | 3 | $0 |
| DEBRA FLYNT GARRETT | BOARD MEMBER | 2 | $0 |
| JACQUELINE HOUSE | BOARD MEMBER | 2 | $0 |
| PATRICIA MCMAHON | BOARD MEMBER | 2 | $0 |
| SARA ROBINSON | BOARD MEMBER | 2 | $0 |
| RAFAEL ROBLES | BOARD MEMBER | 2 | $0 |
| MARC SAFFREN | BOARD MEMBER | 2 | $0 |
990-EZ for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMY TOWERY | BOARD MEMBER | 2 | $0 |
| ANDRIA PIEKARZ | BOARD MEMBER | 2 | $0 |
| DEBRA FLYNT GARRETT | BOARD MEMBER | 2 | $0 |
| SARA ROBINSON | BOARD MEMBER | 2 | $0 |
| TERRI WATSON | BOARD MEMBER | 2 | $0 |
| JACQUELINE HOUSE | BOARD MEMBER | 2 | $0 |
| JENNIFER BUSHINGER ORTIZ | VICE PRESIDENT | 5 | $0 |
| PATRICIA MCMAHON | BOARD MEMBER | 2 | $0 |
| SCOTT HINCKLEY | SECRETARY | 3 | $0 |
| CHARLENE ALTENHAIN | BOARD MEMBER | 2 | $0 |
| LEE ANN RODRIGUEZ | BOARD MEMBER | 2 | $0 |
| RAFAEL ROBLES | PRESIDENT | 10 | $0 |
990-EZ for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMY TOWERY | BOARD MEMBER | 2 | $0 |
| ANDRIA PIEKARZ | BOARD MEMBER | 2 | $0 |
| DEBRA FLYNT GARRETT | BOARD MEMBER | 2 | $0 |
| SARA ROBINSON | BOARD MEMBER | 2 | $0 |
| TERRI WATSON | BOARD MEMBER | 2 | $0 |
| JACQUELINE HOUSE | BOARD MEMBER | 3 | $0 |
| JENNIFER BUSHINGER ORTIZ | BOARD MEMBER | 2 | $0 |
| PATRICIA MCMAHON | BOARD MEMBER | 2 | $0 |
| SCOTT HINCKLEY | BOARD MEMBER | 2 | $0 |
| LAUREN STROMAN | BOARD MEMBER | 2 | $0 |
| LEE ANN RODRIGUEZ | PRESIDENT | 10 | $0 |
| RAFAEL ROBLES | SECRETARY | 3 | $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.
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 INDIVIDUALSExpenses $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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-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
- Group exemption
- 3237: ASSOCIATION OF FUNDRAISING PROFESSIONALS
- Assets (IRS master file)
- $69,285
- Income (IRS master file)
- $59,863
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $31,221 | $45,166 | $69,285 | XML |
| 990-EZ | December 2024 | $51,303 | $50,761 | $82,542 | XML |
| 990-EZ | December 2023 | $46,102 | $56,672 | $82,547 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 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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