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. Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
ASSOCIATION OF FUNDRAISING PROFESS IONALS NORTH CENTRAL OHIO CHAPTER
Employer identification number
34-1623032
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) 2013
Schedule A (Form 990 or 990-EZ) 2013
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) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(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) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(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 2013 (line 6, column (f) divided by line 11, column (f))
.........
14
15
Public support percentage for 2012 Schedule A, Part II, line 14
...............
15
16a
33 1/3% support test—2013.
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—2012.
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—2013.
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—2012.
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) 2013
Schedule A (Form 990 or 990-EZ) 2013
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) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
4,234
5,091
4,576
38,882
29,391
82,174
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......
40,667
51,617
45,212
31,190
36,254
204,940
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.
44,901
56,708
49,788
70,072
65,645
287,114
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
825
995
2,277
5,188
9,285
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.
35,667
35,667
c
Add lines 7a and 7b..
35,667
825
995
2,277
5,188
44,952
8
Public support (Subtract line 7c from line 6.)
242,162
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
9
Amounts from line 6...
44,901
56,708
49,788
70,072
65,645
287,114
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
709
347
126
16
1,198
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
709
347
126
16
1,198
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.)..
45,610
57,055
49,914
70,088
65,645
288,312
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 2013 (line 8, column (f) divided by line 13, column (f))
.........
15
83.990 %
16
Public support percentage from 2012 Schedule A, Part III, line 15
...............
16
69.920 %
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2013 (line 10c, column (f) divided by line 13, column (f))
......
17
0 %
18
Investment income percentage from 2012 Schedule A, Part III, line 17
.............
18
1.000 %
19a
33 1/3% support tests—2013.
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—2012.
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) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information.
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
Schedule A (Form 990 or 990-EZ) 2013
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.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
ASSOCIATION OF FUNDRAISING PROFESS IONALS NORTH CENTRAL OHIO CHAPTER
Employer identification number
34-1623032
Return Reference
Explanation
FORM 990-EZ, PART I, LINE 16
EXPENSES OFFICE 56 TECHNOLOGY FEES 64 QUICKBOOKS 152 TRAVEL 2,278 MEETINGS AND MEALS 5,135 MENTORING 640 SPEAKER FEES - CSI 3,500 SPEAKER TRAVEL - CSI 861 GIFTS & HONORARIUMS 50 MISCELLANEOUS 537 NAT PHILANTHROPY DAY EXP 2,827 PAYPAL 650 MONTHLY ADMIN FEE 12,000 SPEAKER FEES 142 VENUE EXPENSES - CSI 5,172 EVERY MEMBER CAMPAIGN 2,425 CAREER SUCCESS INST EXP 1,798 MEMBER ORIENTATION 415 NPD DECORATIONS 2,025 VENUE EXPENSES - NPD 9,763 CHILDREN IN PHILANTHROPY 2,090 TOTAL 52,580
FORM 990-EZ, PART III
AFP FOSTERS THE DEVELOPMENT AND GROWTH OF FUNDRAISING PROFESSIONALS AND PROMOTES HIGH ETHICAL STANDARDS IN THE FUNDRAISING PROFESSION. THE ASSOCIATION OF FUNDRAISING PROFESSIONALS NORTH CENTRAL OHIO CHAPTER (AFP NCOH) WAS FOUNDED IN 1988 TO PROMOTE ETHICAL FUNDRAISING, ADVANCE PHILANTHROPY AND PROVIDE PROFESSIONAL EDUCATION. AFPNCOH CURRENTLY SERVES 133 MEMBERS REPRESENTING NONPROFITS THROUGHOUT SUMMIT, STARK, ASHLAND, CUYAHOGA, JEFFERSON, MAHONING, MEDINA, PORTAGE, TUSCARAWAS AND WAYNE COUNTIES. AFPNCOH PROVIDES PROFESSIONAL DEVELOPMENT TO NONPROFIT FUNDRAISING PROFESSIONALS ON A REGULAR BASIS. OBJECTIVES INCLUDE: -- REACHING DIVERSE NONPROFITS IN TERMS OF BUDGET SIZE, GEOGRAPHIC LOCATION, AND SERVICES PROVIDED -- PROVIDING FUNDRAISING PROFESSIONALS WITH THE TOOLS THEY NEED TO EFFECTIVELY COMMUNICATE THEIR ORGANIZATION'S NEEDS AND ALIGN REQUESTS WITH APPROPRIATE FOUNDATIONS -- NETWORKING WITH OTHER NONPROFITS DOING SIMILAR WORK TO FOSTER COLLABORATION -- USING PROGRAMS AS A PLATFORM FOR BEST PRACTICES FROM LOCAL NONPROFITS
FORM 990-EZ, PART III, LINE 28
NATIONAL PHILANTHROPY DAY: THE 2013 NATIONAL PHILANTHROPY DAY EVENT WAS A CELEBRATION OF GIVING. ON FRIDAY, NOVEMBER 8TH, THE CHAPTER WELCOMED MORE THAN 350 GUESTS REPRESENTING 133 ORGANIZATIONS TO CELEBRATE WITH US AS WE PRESENTED SIX AWARDS TO WELL-DESERVING HONOREES. AFP'S NATIONAL PHILANTHROPY DAY IS OUR LOCAL FUNDRAISING PROFESSION'S OPPORTUNITY TO HIGHLIGHT THOSE COMMUNITY MEMBERS, CORPORATIONS, AND FOUNDATIONS THAT GO ABOVE AND BEYOND TO SUPPORT THE MANY NEEDS IN OUR COMMUNITY.
FORM 990-EZ, PART III, LINE 29
CAREER SUCCESS INSTITUTE: THIS SEMINAR FEATURED A NATIONALLY RECOGNIZED EXPERT AND AUTHOR ON STRATEGIC FUNDRAISING, SIMONE JOYAUX, ACFRE. OVER 140 ATTENDEES PARTICIPATED IN A VARIETY OF BREAKOUT SESSIONS THAT FEATURED NINE SPEAKERS WHO SHARED THEIR EXPERTISE. BREAK-OUT SESSIONS INCLUDED: -- CAREER ADVANCEMENT FOR THE FUNDRAISING PROFESSIONAL -- PREPARING FOR A CAPITAL CAMPAIGN -- DON'T PANIC THE FUNDRAISER'S GUIDE TO ETHICAL CRISIS MANAGEMENT -- BASIC GRANTWRITING -- PRINCIPLES OF FUND DEVELOPMENT
FORM 990-EZ, PART III, LINE 30
VARIOUS OTHER PROGRAMS INCLUDING THE FOLLOWING: -- FUEL UP ON AFP HOW AFP CAN IMPACT YOUR CAREER -- CREATIVE FUNDRAISING IDEAS FOR NONPROFITS OF ALL SIZES -- UNDERSTANDING THE POWER OF ENDOWMENTS -- THE SAVVY FUNDRAISER: HOW YOUR PEERS ARE USING NEW TECHNOLOGIES -- WHAT HAPPENS TO YOUR GRANT REQUEST: FOUR PERSPECTIVES -- INTERACTIVE ETIQUETTE DINNER FOR FUNDRAISING PROFESSIONALS
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.