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 PROFESSIONALS GREATER WASHINGTON DC CHAPTER
Employer identification number
52-1290168
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.") .
98,920
110,083
105,120
86,732
90,818
491,673
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......
141,681
169,263
230,979
224,021
197,230
963,174
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.
240,601
279,346
336,099
310,753
288,048
1,454,847
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
0
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.
0
c
Add lines 7a and 7b..
0
8
Public support (Subtract line 7c from line 6.)
1,454,847
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...
240,601
279,346
336,099
310,753
288,048
1,454,847
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
12,200
28,638
44,726
45,952
131,516
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
4,125
8,205
8,925
14,643
17,176
53,074
c
Add lines 10a and 10b.
4,125
20,405
37,563
59,369
63,128
184,590
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.)
..
63
63
13
Total support. (Add lines 9, 10c, 11, and 12.)..
244,726
299,751
373,662
370,122
351,239
1,639,500
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
88.740 %
16
Public support percentage from 2012 Schedule A, Part III, line 15
...............
16
93.250 %
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2013 (line 10c, column (f) divided by line 13, column (f))
......
17
11.260 %
18
Investment income percentage from 2012 Schedule A, Part III, line 17
.............
18
6.750 %
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 PROFESSIONALS GREATER WASHINGTON DC CHAPTER
Employer identification number
52-1290168
Return Reference
Explanation
FORM 990, PART VI, SECTION A, LINE 3
ALL FINANCIAL FUNCTIONS AND SERVICES ARE HANDLED BY THE ASSOCIATION OF FUNDRAISING PROFESSIONALS ("AFP"), AN UNRELATED ORGANIZATION FOR TAX PURPOSES. DURING 2013, AFP RECEIVED $150,000 OF CHAPTER MANAGEMENT FEES FOR MANAGEMENT SERVICES RENDERED TO THE ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 4
EXPLANATION OF CHANGES TO CHAPTER BYLAWS ARTICLE V, SECTION 1 ADDED "RECEIVING FINANCIAL STATEMENTS' TO STIPULATE THAT CHAPTERS SHOULD BE SHARING THEIR FINANCIAL POSITION WITH ITS MEMBERSHIP AT LEAST ONCE A YEAR. ARTICLE VI & VII REVERSED. CONSISTENT WITH THE INTERNATIONAL BYLAWS, THE PLACEMENT HAS BEEN REVERSED OF THE CHAPTER BOARD OF DIRECTORS AND THE CHAPTER OFFICERS SECTIONS TO HAVE THE DIRECTORS SECTION APPEAR FIRST. ARTICLE VI, SECTION 2 THE WORD "GOVERN" HAS BEEN ADDED TO THE LIST OF RESPONSIBILITIES FOR A CHAPTER BOARD OF DIRECTORS. IT WAS ALREADY IMPLIED IN THE PREVIOUS VERSION, BUT THE AFP CHAPTER BYLAW TASK FORCE FELT THAT IT SHOULD BE LISTED AS A PRIMARY RESPONSIBILITY. ARTICLE VI, SECTION 5 TERM OF OFFICE. DUE TO INPUT RECEIVED AT THE CHAPTER PRESIDENTS COUNCIL MEETING, THE RECOMMENDATION IS TO KEEP THE ONE YEAR TERM FOR BOARD MEMBERS. THE FEEDBACK WAS THAT THIS ALLOWS THE CHAPTER MAXIMUM FLEXIBILITY IN THE ANNUAL NOMINATIONS PROCESS. SIMILAR TO THE INTERNATIONAL BYLAWS, THE RESTRICTION TO HAVE A MAXIMUM LIFETIME SERVICE OF EIGHT YEARS HAS BEEN REMOVED, BUT A ONE YEAR BREAK IN SERVICE IS REQUIRED AFTER EIGHT YEARS OF CONSECUTIVE SERVICE BEFORE SOMEONE CAN RETURN TO THE CHAPTER BOARD. ARTICLE VI, SECTION 6 MANNER OF ELECTION OF DIRECTORS. BASED UPON CHAPTER FEEDBACK, THE TASK FORCE IS RECOMMENDING THAT THE ELECTION PROCESS FOR DIRECTORS BE CLARIFIED IN THE BYLAWS. THERE WAS SOME CONFUSION ABOUT THIS IN THE PRIOR VERSION. ARTICLE VI, SECTION 7 RESIGNATION AND REMOVAL. AGAIN, THROUGH CHAPTER FEEDBACK, IT WAS RECOMMENDED THAT THE RESIGNATION AND REMOVAL PROCESSES, SPECIFICALLY THE REMOVAL OF CHAPTER BOARD MEMBERS, BE CLEARLY EXPLAINED IN THE BYLAWS. ARTICLE VII, SECTION 1 OFFICERS. AT THE RECOMMENDATION OF CHAPTERS, WE HAVE REMOVED THE REQUIREMENT TO HAVE BETWEEN ONE TO FOUR VICE PRESIDENTS, AND LEAVE THE ACTUAL NUMBER UP TO THE CHAPTER TO DECIDE. ARTICLE VII, SECTION 3 MANNER OF ELECTION OF OFFICERS. SIMILAR TO THE BOARD SECTION ABOVE, THE RECOMMENDATION IS THAT THIS PROCESS BE SPELLED OUT IN THE BYLAWS. ALSO ADDED IS THE SECTION ABOUT REMOVING AN OFFICER FROM THE BOARD. ARTICLE VIII, SECTION 1 STANDING COMMITTEE (A). WE HAVE ADDED THE FOLLOWING LANGUAGE "BUT MAY NOT FILL VACANCIES IN DIRECTORS, ADOPT, AMEND OR REPEAL BYLAWS, OR SET MEMBERSHIP FEES" IN ORDER TO SPECIFY THAT THESE FUNCTIONS MUST BE ADOPTED BY THE FULL CHAPTER BOARD. ARTICLE VIII, SECTION 1 STANDING COMMITTEE (B). CHANGED THE NAME OF THE "NOMINATING COMMITTEE" TO THE "COMMITTEE ON DIRECTORSHIP" WHICH IS THE TERMINOLOGY FOUND IN THE INTERNATIONAL BYLAWS. WE HAVE MOVED THE DIRECTIONS FOR MANNER OF ELECTION TO THE SECTIONS ABOVE.
FORM 990, PART VI, SECTION A, LINE 6
AFP DC IS A MEMBERSHIP ORGANIZATION. THE CATEGORIES OF MEMBERSHIP ARE: PROFESSIONAL: OPEN TO PERSONS WHO HOLD SOME DEGREE OF RESPONSIBILITY DIRECTLY FOR FUNDRAISING; SUBSCRIBE TO THE AFP CODE OF ETHICAL PRINCIPLES AND STANDARDS ("CODE") AND ITS BYLAWS; PROMOTE THE DONOR BILL OF RIGHTS AND, ARE EMPLOYED OR HAVE BEEN EMPLOYED BY AN INSTITUTION OR ORGANIZATION THAT PROVIDES BENEFITS TO SOCIETY. YOUNG PROFESSIONALS: OPEN TO PERSONS WHO HOLD SOME DEGREE OF RESPONSIBILITY DIRECTLY FOR FUNDRAISING; SUBSCRIBE TO THE AFP CODE OF ETHICAL PRINCIPLES AND STANDARDS ("CODE") AND ITS BYLAWS; PROMOTE THE DONOR BILL OF RIGHTS AND, ARE OR HAVE BEEN EMPLOYED BY AN INSTITUTION OR ORGANIZATION THAT PROVIDES BENEFITS TO SOCIETY. MEMBERSHIP IN THIS CATEGORY IS LIMITED TO PERSONS 30 YEARS OLD OR YOUNGER. ASSOCIATE: OPEN TO PERSONS WHO ARE ENGAGED IN FIELDS RELATED TO FUNDRAISING, VOLUNTEERS, OR THOSE WHO HAVE MUTUAL INTERESTS WITH FUNDRAISING PROFESSIONALS, AND WHO SUBSCRIBE TO THE AFP CODE OF ETHICAL PRINCIPLES AND STANDARDS AND ITS BYLAWS; AND PROMOTE THE DONOR BILL OF RIGHTS. ALSO, THE GENERAL MEMBERSHIP MUST APPROVE THE ELECTION OF THE BOARD ON AN ANNUAL BASIS AND ANY CHANGES TO THE BYLAWS.
FORM 990, PART VI, SECTION A, LINE 7A
THE GENERAL MEMBERSHIP MUST APPROVE THE ELECTION OF THE BOARD ON AN ANNUAL BASIS AND ANY CHANGES TO THE BYLAWS.
FORM 990, PART VI, SECTION A, LINE 7B
THE GENERAL MEMBERSHIP MUST APPROVE ANY CHANGES TO THE BYLAWS.
FORM 990, PART VI, SECTION B, LINE 11
AFP'S MANAGEMENT REVIEWS THE RETURN BEFORE SUBMITTING IT FOR REVIEW BY THE AFP DC BOARD FOR REVIEW & APPROVAL. THE RETURN IS SENT TO ALL OF THE BOARD MEMBERS AND THE PRESIDENT OF THE BOARD SIGNS AND RELEASES THE RETURN IF THERE ARE NO COMMENTS FROM THE BOARD.
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. ANNUALLY EACH BOARD MEMBER AND OFFICER MUST SIGN A CONFLICT OF INTEREST FORM. 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 ADJUDICATED HOW TO PROCEED ON EACH (IF ANY) CONFLICT THAT WAS REVEALED.
FORM 990, PART VI, SECTION C, LINE 19
THE ASSOCIATION FOR FUNDRAISING PROFESSIONALS GREATER WASHINGTON DC CHAPTER'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.