2023-09-27T06:31:24-05:00 2022-12-31 420714325 RSM US LLP 1250 H STREET SUITE 700 WASHINGTON DC 20005 990 2022-01-01 521241128 AFP FOUNDATION FOR PHILANTHROPY AFPF 7036840410 4200 WILSON BOULEVARD 480 ARLINGTON VA 22203 MIKE GEIGER PRESIDENT & CEO 7036840410 2023-09-26 1 MIKE GEIGER XXX-XX-XXXX 0 ELIZABETH W HELLER P00397829 2022932200 2023-09-26 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MIKE GEIGER 4200 WILSON BOULEVARD 480 ARLINGTON VA 22203 2054152 0 X AFPGLOBAL.ORG/USFOUNDATION X 1980 DC THE AFP FOUNDATION FOR PHILANTHROPY SHALL STRIVE TO ENHANCE PHILANTHROPY AND VOLUNTEERISM THROUGH PROGRAMS OF EDUCATION, RESEARCH AND SERVICE THAT WILL BENEFIT THOSE WHO LEAD, SERVE AND SUPPORT NONPROFIT INSTITUTIONS. THE FOUNDATION ADVANCES PHILANTHROPY AND THE FUNDRAISING PROFESSION THROUGH THE INVOLVEMENT AND INVESTMENT OF AFP MEMBERS, CHAPTERS, CONSULTING FIRMS, VENDORS AND FRIENDS. THE PURPOSE OF THE FOUNDATION IS TO GENERATE THE RESOURCES TO FUND AFP STRATEGIC INITIATIVES AND RELATED PROGRAMS THAT ADVANCE ETHICAL AND EFFECTIVE FUNDRAISING. 8 7 3 150 0 0 916999 926066 192240 303718 37205 103348 128250 0 1274694 1333132 241717 344372 0 0 445540 343867 0 0 38978 421159 479262 1108416 1167501 166278 165631 1882132 1746463 55780 33411 1826352 1713052 THE AFP FOUNDATION SHALL STRIVE TO ENHANCE PHILANTHROPY AND VOLUNTEERISM THROUGH PROGRAMS, EDUCATION, AND RESEARCH. 0 0 579253 294445 303718 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. 65422 49927 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. 644675 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 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 1 0 1 17 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 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 DAVID SIGMAN CPA 7036840410 4200 WILSON BOULEVARD 480 ARLINGTON VA 22203 MIKE GEIGER AFP PRESIDENT & CEO 2.00 38.00 X X 26223 498217 55312 DAVID SIGMAN CFO & VP, BUSINESS OPERATIONS 2.00 38.00 X X 11041 209778 32231 HARRY LYNCH CFRE CHAIR 4.00 4.00 X X 0 0 0 MISSY RYAN PENLAND MPA CHAIR-ELECT 4.00 0.00 X X 0 0 0 CATHERINE CONNOLLY SECRETARY/TREASURER 4.00 0.00 X X 0 0 0 KAREN ROTKO-WYNN IMMEDIATE PAST CHAIR (THRU 12/22) 4.00 0.00 X X 0 0 0 KEVIN FOYLE CFRE AFP CHAIR 4.00 4.00 X 0 0 0 BIRGIT SMITH BURTON AFP CHAIR-ELECT 4.00 4.00 X 0 0 0 MARTHA SCHUMACHER CFRE ACFRE MINST AFP IMMEDIATE PAST CHAIR (THRU 12/22) 4.00 4.00 X 0 0 0 JEREMY WELLS AFP TREASURER 4.00 0.00 X 0 0 0 LORI GUSDORF EXECUTIVE VICE PRESIDENT 38.00 2.00 X 155969 8209 43008 MICHAEL NILSEN VP, MARKETING, COMMS AND PUBLIC POLICY 2.00 38.00 X 11203 212851 23177 KENDALL JOYNER VP, PROFESSIONAL DEVELOPMENT 2.00 38.00 X 7657 145481 18871 CHRISTIAN DINEGAR DIRECTOR, CONFERENCES & EVENTS 2.00 38.00 X 8070 153337 8075 NICHOLAS RICCI DIRECTOR, WEB AND CONTENT MANAGER 2.00 38.00 X 6254 118817 1251 BATERDENE YURA CONTROLLER 4.00 36.00 X 10482 94339 5614 236899 1441029 187539 1 0 1 0 0 926066 926066 REGISTRATION FEES 900099 236718 236718 SPONSORSHIPS 900099 67000 67000 303718 26874 26874 797494 721020 76474 76474 76474 1333132 236718 0 170348 214146 214146 120089 120089 10137 10137 51820 2085 49544 191 226868 10390 215528 950 12355 48 12301 6 33447 33447 19377 888 18409 80 19801 19801 5052 5052 7077 7077 67711 25086 24652 17973 9901 8499 1402 49574 25032 21902 2640 32940 5100 17640 10200 64524 39475 23477 1572 204685 177320 24225 3140 7629 2044 5455 130 DONOR RECOGNITION 14174 349 13825 MISCELLANEOUS 838 3987 -5245 2096 TAXES 356 356 BAD DEBT -5000 -5000 1167501 644675 483848 38978 402071 420006 228205 332821 10000 4100 41960 20465 60000 60000 0 0 1153408 939934 46488 29137 1882132 1746463 54720 33411 1060 0 55780 33411 X 330783 372603 1495569 1340449 1826352 1713052 1882132 1746463 165631 -278931 0 X X 0 1 X 1 0 X 818890 989127 763290 916999 926066 4414372 818890 989127 763290 916999 926066 4414372 641985 3772387 21935 32282 66276 156073 26874 303440 33 78 75 186 4717998 681920 0.79960 0.70040 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 957299 51378 -115698 33996 858983 902077 10450 65767 20995 957299 884140 1900 57632 41595 902077 806091 43500 65544 30995 884140 823325 100 -9839 7495 806091 0.00000 0.00000 1.00000 0 0 60000 60000 0 0 1250624 -278931 203500 -75431 1326055 7077 7077 1333132 1363924 203500 203500 1160424 7077 7077 1167501 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 7637 SOUTH AMERICA 0 0 GRANTMAKING 1500 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTMAKING 1000 0 0 0 0 0 0 10137 0 10137 SCHOLARSHIP NORTH AMERICA 13 7637 CHECK SCHOLARSHIP SOUTH AMERICA 1 1500 WIRE SCHOLARSHIP MIDDLE EAST AND NORTH AFRICA 1 1000 WIRE 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. PART III ACCOUNTING METHOD: 1 ASSOCIATION OF FUNDRAISING PROFESSIONALS 4200 WILSON BLVD SUITE 480 ARLINGTON VA 22203 132590764 501(C)(6) 99434 0 PROGRAM SUPPORT BOB CARTER COMPANIES 2145 14TH AVENUE SUITE 26 VERO BEACH FL 32960 611581394 FOR PROFIT 70000 0 LEADERSHIP DEVELOPMENT PROGRAM GRANT 0 2 ICON 155 92845 LEAD 56 27244 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. 1 0 0 0 0 0 0 0 0 MIKE GEIGER AFP PRESIDENT & CEO 20458 388691 5700 108300 65 1226 525 9983 2474 47004 29222 555204 0 0 DAVID SIGMAN CFO & VP, BUSINESS OPERATIONS 9476 180043 1550 29450 15 285 221 4196 1476 28048 12738 242022 0 0 MICHAEL NILSEN VP, MARKETING, COMMS AND PUBLIC POLI 5339 101442 375 7125 5489 104284 181 3432 1049 19933 12433 236216 0 0 LORI GUSDORF EXECUTIVE VICE PRESIDENT 139838 7360 14250 750 1881 99 7669 404 34598 1821 198236 10434 0 0 KENDALL JOYNER VP, PROFESSIONAL DEVELOPMENT 7210 136991 425 8075 22 415 388 7377 625 11877 8670 164735 0 0 CHRISTIAN DINEGAR DIRECTOR, CONFERENCES & EVENTS 6999 132986 1050 19950 21 401 404 7671 69 1319 8543 162327 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. PART I, LINE 4A DURING THE YEAR ENDED DECEMBER 31, 2022, AFP, A RELATED ORGANIZATION, PAID THE FOLLOWING AMOUNT FOR SEVERANCE: MICHAEL NILSEN, VP, MARKETING, COMMUNICATIONS AND PUBLIC POLICY - $109,772 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 ARE COVERED BY THE CONFLICT OF INTEREST POLICY. AT THE ANNUAL ORIENTATION MEETING OF NEW BOARD MEMBERS, THE POLICY IS EXPLAINED IN DETAIL. AT THE FIRST BOARD MEETING OF EACH YEAR, THE POLICY IS EXPLAINED IN DETAIL. EACH BOARD MEMBER AND OFFICER MUST SIGN A CONFLICT OF INTEREST FORM ANNUALLY. AT THE BEGINNING OF EACH BOARD MEETING, THE CHAIR ASKS FOR BOARD MEMBERS TO DIVULGE ANY POSSIBLE CONFLICTS WITH ITEMS ON THE AGENDA. 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, WHO DETERMINES THE PRES & 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 COMMITTEE USES AN INDEPENDENT CONSULTING FIRM TO PROVIDE COMPARABILITY EXECUTIVE COMPENSATION DATA FOR ORGANIZATIONS OF SIMILAR SIZE, SCOPE AND MEMBERSHIP; THE EVALUATION COMMITTEE, WHO EVALUATE THE PRES & CEO'S PERFORMANCE, IS MADE UP OF THE ABOVE 5 EXECUTIVE COMMITTEE MEMBERS PLUS THE CHAIRS OF THE FOUND FOR PHILANTHROPY - US, FOUND FOR PHIL - CANADA AND AFP CANADA. THE EXECUTIVE COMMITTEE REVIEWS AND APPROVES THE COMPENSATION RECOMMENDATION PRESENTED BY THE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. 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 501(C)(6) N/A 0 AFP PAC 4200 WILSON BLVD SUITE 480 ARLINGTON VA 22203 POLITICAL ACTIVITY DC 527 ASSOCIATION OF FUNDRAISING PROFESSIONALS 0 0 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 ASSOCIATION OF FUNDRAISING PROFESSIONALS B 99434 FMV ASSOCIATION OF FUNDRAISING PROFESSIONALS K 34000 FMV ASSOCIATION OF FUNDRAISING PROFESSIONALS M 80000 FMV