Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
ASSOCIATION OF FUNDRAISING PROFESSIONALS-NC TRIANGLE CHAPTER
Employer identification number
56-1673777
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization?
................
11g(i)
(ii)
A family member of a person described in (i) above?
......................
11g(ii)
(iii)
A 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of monetary support
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6
Public support. Subtract line 5 from line 4.
Section B. Total Support
Calendar year
(or fiscal year beginning in)
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
7
Amounts from line 4..
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
11
Total support (Add lines 7 through 10).
12
Gross receipts from related activities, etc. (see instructions)
..................
12
13
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here........................................
Section C. Computation of Public Support Percentage
14
Public support percentage for 2012 (line 6, column (f) divided by line 11, column (f))
.........
14
15
Public support percentage for 2011 Schedule A, Part II, line 14
...............
15
16a
33 1/3% support test—2012.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
.......................
b
33 1/3% support test—2011.
If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2012.
If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization
.....................................................
b
10%-facts-and-circumstances test—2011.
If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization
................................................
18
Private foundation.
If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions
.....................................................
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
36,050
40,248
24,105
28,952
16,966
146,321
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
108,188
119,028
143,549
124,535
108,580
603,880
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
144,238
159,276
167,654
153,487
125,546
750,201
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
8
Public support (Subtract line 7c from line 6.)
750,201
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
9
Amounts from line 6...
144,238
159,276
167,654
153,487
125,546
750,201
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
926
1,444
565
634
543
4,112
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
926
1,444
565
634
543
4,112
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
..
13
Total support. (Add lines 9, 10c, 11, and 12.)..
145,164
160,720
168,219
154,121
126,089
754,313
14
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public support percentage for 2012 (line 8, column (f) divided by line 13, column (f))
.........
15
99.450 %
16
Public support percentage from 2011 Schedule A, Part III, line 15
...............
16
99.110 %
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2012 (line 10c, column (f) divided by line 13, column (f))
......
17
1.000 %
18
Investment income percentage from 2011 Schedule A, Part III, line 17
.............
18
1.000 %
19a
33 1/3% support tests—2012.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
........
b
33 1/3% support tests—2011.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
.....
20
Private foundation.
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 4
Part IV
Supplemental Information.
Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
FORM 990-EZ; PART V, LINE 35 - THE ORGANIZATION COLLECTS REGISTRATION FEES FOR VARIOUS PROGRAMS THAT ARE IN PURSUIT OF ITS MISSION. THESE FEES ARE SUBSTANTIALLY RELATED TO THE ORGANIZATION'S EXEMPT PURPOSE AND THEREFORE, NOT REPORTABLE AS UNRELATED TRADE OR BUSINESS INCOME ON A FORM 990-T.
Schedule A (Form 990 or 990-EZ) 2012
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
ASSOCIATION OF FUNDRAISING PROFESSIONALS-NC TRIANGLE CHAPTER
Employer identification number
56-1673777
Identifier
Return Reference
Explanation
OTHER EXPENSES
FORM 990-EZ, PART I, LINE 16
EXPENSES MARKETING/COMMUNICATION 2,827 OFFICE SUPPLIES 363 PROFESSIONAL DUES 125 MERCHANT CARD FEES 2,186 TELEPHONE 437 PHOTOGRAPHER/VIDEOGRAPHER 7,000 AUDIO WEB CONFERENCE 318 ADMINISTRATIVE TRAVEL 1,380 LEADERSHIP TRAVEL 2,064 BOARD MEETING FOOD 471 BOARD APPRECIATION 997 NAT'L PHILANTHROPY DAY 2,446 STATE PHILANTHROPY CONF EXP 62,175 PHILANTHROPY FORECAST 7,890 OTHER CONFERENCE EXPENSES 894 TREASURY CAMPAIGN 1,000 NINE SCHOLARSHIPS < 500 1,550 REFUND 68 NON-INVESTMENT DEPRECIATION 38 TOTAL 94,229
OTHER ASSETS
FORM 990-EZ, PART II, LINE 24
854 854 LESS ACCUMULATED DEPRECIATION 721 759 TOTAL 133 95
OTHER LIABILITIES
FORM 990-EZ, PART II, LINE 26
CREDIT CARD PAYABLE 171 1,525 FUNDS HELD FOR FUTURE JOINT CONFEREN 3,676 4,054 OTHER DEPOSITS HELD 0 174
PRIMARY EXEMPT PURPOSE
FORM 990-EZ, PART III
TO PROVIDE RESOURCES AND SUPPORT TO FUNDRAISING PROFESSIONALS
FIRST ACCOMPLISHMENT
FORM 990-EZ, PART III, LINE 28
THE TRIANGLE CHAPTER OF THE ASSOCIATION PARTNERS WITH THE TRIAD AND CHARLOTTE CHAPTERS TO CONDUCT THE ANNUAL NORTH CAROLINA PHILANTHROPY CONFERENCE. THE CONFERENCE FOCUSES ON TOP ISSUES, BEST PRACTICES, AND EMERGING TRENDS IN THE FIELD. A TOTAL OF 350 INDIVIDUALS ATTENDED THE HIGHLY SUCCESSFUL 2012 CONFERENCE.
SECOND ACCOMPLISHMENT
FORM 990-EZ, PART III, LINE 29
NATIONAL PHILANTHROPY DAY IS A SPECIAL DAY SET ASIDE TO RECOGNIZE THE GREAT CONTRIBUTIONS OF PHILANTHROPY TO THE ENRICHMENT OF OUR WORLD. 286 INDIVIDUALS ATTENDED THE 2012 CELEBRATION WHICH SHOWCASED THE TRIANGLE'S LEADERS IN EIGHT CATEGORIES SUCH AS OUTSTANDING VOLUNTEER FUNDRAISER, INNOVATION IN PHILANTHROPY AND OUTSTANDING YOUTH IN PHILANTHROPY.
THIRD ACCOMPLISHMENT
FORM 990-EZ, PART III, LINE 30
CHAPTER MEETINGS FOSTER NETWORKING AND EXCHANGE OF IDEAS. IN 2012 AFP HELD EIGHT MEMBER MEETINGS WITH AN AVERAGE ATTENDANCE OF 61 MEMBERS PER MEETING. THEY ALSO HELD A NEW MEMBER SOCIAL EVENT WITH 15 NEW MEMBERS IN ATTENDANCE.
ALL OTHER ACCOMPLISHMENT
FORM 990-EZ, PART III, LINE 31
THE ASSOCIATION COORDINATES A MENTOR PROGRAM AND SPECIAL EVENTS FOR MENTORS AND MENTEES TO MEET AND NETWORK. THE ASSOCIATION ALSO AWARDS SCHOLARSHIPS FOR MEMBERSHIPS, CFRE CERTIFICATION, AND THE NC PHILANTHROPY CONFERENCE. IN ADDITION, IT OFFERED THREE FREE AUDIO/WEB CONFERENCES WITH AN AVERAGE ATTENDANCE OF 13 MEMBERS.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.