Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 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. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (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 VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 52,405 | 41,934 | 45,720 | 35,780 | 8,833 | 184,672 |
| 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 | 29,447 | 35,032 | 39,532 | 20,070 | 9,054 | 133,135 |
| 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 | 81,852 | 76,966 | 85,252 | 55,850 | 17,887 | 317,807 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | 3,593 | 2,355 | 2,805 | 1,970 | 2,883 | 13,606 |
| 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.. | 3,593 | 2,355 | 2,805 | 1,970 | 2,883 | 13,606 |
| 8 | Public support. (Subtract line 7c from line 6.) | 304,201 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 81,852 | 76,966 | 85,252 | 55,850 | 17,887 | 317,807 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 7 | 8 | 7 | 7 | 5 | 34 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | 7 | 8 | 7 | 7 | 5 | 34 |
| 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 VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 81,859 | 76,974 | 85,259 | 55,857 | 17,892 | 317,841 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2020 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2020 |
(iii) Distributable Amount for 2020 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2020 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2020: | ||||
| a From 2015....... | ||||
| b From 2016....... | ||||
| c From 2017....... | ||||
| d From 2018....... | ||||
| e From 2019....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2020 distributable amount | ||||
|
i
Carryover from 2015 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2020 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2020 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2020, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2020. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2021. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2016..... | ||||
| b Excess from 2017..... | ||||
| c Excess from 2018..... | ||||
| d Excess from 2019..... | ||||
| e Excess from 2020..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | EXPENSES MEETINGS AND MEALS 1,022 MISCELLANEOUS 56 NAT PHILANTHROPY DAY EXP 2,014 PAYPAL AND BANK FEES 645 CHAPTER AFFILIATION COSTS 1,000 FOCUS ON PHILANTHROPY 3,048 MEMBERSHIP EXPENSES 2,486 CHAPTER ADMINISTRATION 17,509 LEADERSHIP DEVELOPMENT 710 AFP COURSE COSTS 525 TOTAL 29,015 |
| FORM 990-EZ, PART III | THE MISSION OF THE AFP NORTHEAST OHIO CHAPTER (AFPNEO) IS TO FOSTER THE DEVELOPMENT AND GROWTH OF FUNDRAISING PROFESSIONALS THROUGHOUT NORTHEAST OHIO AND PROMOTE HIGH ETHICAL STANDARDS IN THE FUNDRAISING PROFESSION. WE DO THIS BY PROVIDING OUTSTANDING PROFESSIONAL DEVELOPMENT PROGRAMS, CAREER-GROWTH OPTIONS, MENTORING PARTNERSHIPS, ACCESS TO RESOURCES, AND OPPORTUNITIES TO NETWORK AND GET INVOLVED IN OUR PHILANTHROPIC COMMUNITY. AFPNEO IS COMMITTED TO AFP'S PRINCIPLES OF IDEA (INCLUSION, DIVERSITY, EQUITY AND ACCESS) AND STRIVES TO BE RESOURCEFUL TO DIVERSE INDIVIDUALS, GROUPS, ORGANIZATIONS AND ACTIVITIES. AFPNEO IS COMMITTED TO AFP'S PRINCIPLES OF IDEA (INCLUSION, DIVERSITY,EQUITY AND ACCESS) AND STRIVES TO BE RESOURCEFUL TO DIVERSE INDIVIDUALS ,GROUPS, ORGANIZATIONS AND ACTIVITIES. IN 2020, AFPNEO SERVED 149 MEMBERS FROM 9 OHIO COUNTIES: SUMMIT, ASHLAND, STARK, CUYAHOGA, GREENE, MAHONING, MARSHALL, PORTAGE, AND WAYNE. |
| FORM 990-EZ, PART III, LINE 28 | AFPNEO CONTINUED TO OFFER PROFESSIONAL DEVELOPMENT TO NONPROFIT FUNDRAISING PROFESSIONALS ON A REGULAR BASIS, DESPITE BEING UNABLE TO MEET IN PERSON. PIVOTING TO ONLINE WEBINARS AND ADDING ROUND-TABLE DISCUSSIONS TO HELP OUR MEMBERSHIP STAY ENGAGED, OUR OBJECTIVES INCLUDED: -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 FUNDERS -NETWORKING WITH OTHER NONPROFITS DOING SIMILAR WORK TO FOSTER COLLABORATION -USING PROGRAMS AS A PLATFORM FOR BEST PRACTICES FOR LOCAL NONPROFITS AFPNEO OFFERED THE FOLLOWING PROFESSIONAL DEVELOPMENT PROGRAMS IN 2020, AND ALL ELIGIBLE SESSIONS RECEIVED CFRE CREDIT AUTHORIZATION: -JANUARY | 30 GREAT FUNDRAISING IDEAS IN 30 MINUTES -JANUARY | TELLING YOUR STORY THROUGH THE 990, PARTNERSHIP TRAINING WITH CRUM & COMPANY CPA AND INSURANCE PARTNERS SEIBERTKECK -FEBRUARY | MORE THAN A THANK YOU, SHOWING GRATITUDE TO DONORS AND VOLUNTEERS -FEBRUARY | PLANNED GIVING BASICS, PARTNERSHIP TRAINING WITH LEAVE A LEGACY SPM -MARCH | CANCELED DUE TO PANDEMIC -APRIL | FUNDRAISING IN THE WAKE OF A DISASTER -MAY | ETHICS IN THE AGE OF SOCIAL MEDIA -JUNE | BEST PRACTICES IN VIRTUAL FUNDRAISING, ANNUAL CAMPAIGNS, AND EVENT PLANNING -JULY | LEVERAGING DIVERSITY, EQUITY AND INCLUSION TO BECOME A BETTER FUNDRAISER -JULY | PIVOT YOUR FUNDRAISING: GO PAST DISRUPTION AND INTO ACTION -AUGUST | ENGAGING PHILANTHROPIC FAMILIES -SEPTEMBER | WORKING WITH YOUR COMMUNITY FOUNDATION -SEPTEMBER | ROUNDTABLE-BEST PRACTICES IN EVENT PLANNING -OCTOBER | WHEN DONOR COMMUNICATIONS GO SOURTURNING LEMONS INTO LEMONADE -NOVEMBER | UNDERSTANDING & RELATING TO DIVERSE DONORS & COMMUNITIES -DECEMBER | ANNUAL MEETING NATIONAL PHILANTHROPY DAY (NPD): THE NPD AWARDS LUNCHEON IS OUR ANNUAL OPPORTUNITY TO SHOW OUR APPRECIATE AS FUNDRAISERS FOR ALL THAT HAS BEEN ACCOMPLISHED THROUGH THE GENEROSITY OF OUR FRIENDS AND NEIGHBORS. THIS EVENT WAS POSTPONED UNTIL 2021 TO MAINTAIN THE HEALTH AND SAFETY OF THE PHILANTHROPIC COMMUNITY DURING THE COVID-19 PANDEMIC. |
| FORM 990-EZ, PART III, LINE 29 | COLLABORATIONS: AFPNEO BELIEVES THAT COLLABORATION MAKES THE NONPROFIT COMMUNITY STRONGER. IN 2020, WE PARTNERED FOR TELLING YOUR STORY THROUGH THE 990, PARTNERSHIP TRAINING WITH CRUM & COMPANY CPA AND INSURANCE PARTNERS SEIBERTKECK. IN FEBRUARY WE JOINED WITH LEAVE A LEGACY SUMMIT PORTAGE MEDINA TO OFFER THE PLANNED GIVING BASICS 2020 SERIES (5 SESSIONS). |
| FORM 990-EZ, PART III, LINE 30 | MENTORING: THE GOAL OF THE MENTORING PROGRAM IS TO PAIR SEASONED PROFESSIONALS WITH PEOPLE NEW TO THE FIELD, THOSE TRANSITIONING JOB RESPONSIBILITIES, OR THOSE SEARCHING FOR ADDITIONAL NETWORKING OPPORTUNITIES. MATCHES ARE BASED ON GOALS, LOCATION, INTEREST, AND THE TYPE OF NONPROFITS THEY SERVE. MENTORS/MENTEES HAVE ONE-ON-ONE MEETINGS THROUGHOUT THE YEAR, ATTEND AFP PROFESSIONAL DEVELOPMENT MEETINGS, AND PARTICIPATE IN TWO MENTORING PROGRAM EVENTS. SINCE THE PROGRAM'S INCEPTION IN 2018, MORE THAN 94 MEANINGFUL PARTNERSHIPS HAVE BEEN FORMED. IN 2020, THERE WERE 10 MENTOR/MENTEE PAIRS PARTICIPATING IN THE PROGRAM, REPRESENTING A WIDE VARIETY OF NONPROFITS, SKILL LEVELS AND INTEREST. |
| Software ID: | |
| Software Version: |
| Person Name | Explanation |
|---|---|
| VIVIAN LEGGETT | |
| KRISTIE WOODS | |
| PAM VALENTINE | |
| PAULA MASTROIANNI | |
| ANGELA PALOMBA | |
| SARA LUNDENBERGER | |
| VONDEA SHAFFER | |
| CYNTHIA SHEEKS | |
| DAWN MOEGLIN | |
| CAROL HAWK | |
| SUSAN SCHWEITZER | |
| SHEILA HURLEY | |
| LAURI MOLNAR | |
| RENEE SCHERICK | |
| DEBRA NEFFMAURER | |
| DAN BLAKEMORE | |
| SUE FIGLER |