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 | |||||
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Total |
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Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 7,518 | 8,000 | 1,900 | 25,970 | 21,688 | 65,076 |
| 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 | 7,518 | 8,000 | 1,900 | 25,970 | 21,688 | 65,076 |
| 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) .. | 3,332 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 61,744 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 7,518 | 8,000 | 1,900 | 25,970 | 21,688 | 65,076 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 80 | 40 | 4,161 | 8,482 | 5,551 | 18,314 |
| 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 | 83,390 | |||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 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 | ||||||
| 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 | ||||||
| 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.) | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included on 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.).. | ||||||
| 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): |
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| 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 2024 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-2024 |
(iii) Distributable Amount for 2024 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2024 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2024: | ||||
| a From 2019....... | ||||
| b From 2020....... | ||||
| c From 2021....... | ||||
| d From 2022....... | ||||
| e From 2023....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2024 distributable amount | ||||
|
i
Carryover from 2019 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2024 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2024 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2024, 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 2024. 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 2025. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2020..... | ||||
| b Excess from 2021..... | ||||
| c Excess from 2022..... | ||||
| d Excess from 2023..... | ||||
| e Excess from 2024..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
| Return Reference | Explanation |
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| FORM 990, PART VI, SECTION A, LINE 3 | JAFFE MANAGEMENT THE ASSOCIATION HAS A CONTRACT WITH A MANAGEMENT COMPANY FOR SERVICES WHICH INCLUDE GENERAL ADMINISTRATION OF THE ASSOCIATION, FINANCIAL MANAGEMENT, STAFFING, CHAPTER SERVICES AND COMMUNICATION SERVICES. PERIODICALLY, THE EXECUTIVE COMMITTEE REVIEWS THE PERFORMANCE OF THE EXECUTIVE DIRECTOR AND MANAGEMENT COMPANY. IN ADDITION, THE CONTRACT DETAILING THE SCOPE OF WORK OF THE MANAGEMENT COMPANY'S STAFF IS REVIEWED REGULARLY, AND MANAGEMENT FEE GETS ADJUSTED ACCORDINGLY UPON RENEWAL. THE MINUTES OF THE BOARD OF DIRECTORS REFLECT THIS PROCESS. |
| FORM 990, PART VI, SECTION A, LINE 6 | INDIVIDUAL MEMBERSHIP CATEGORIES PROFESSIONAL: INDIVIDUALS (A) WHO, AMONG OTHER RESPONSIBILITIES, HOLD SOME DEGREE OF ACCOUNTABILITY FOR INCOME-GENERATION WITHIN THE FUNDRAISING PROCESS; (B) WHO MUST HOLD SOME DEGREE OF RESPONSIBILITY DIRECTLY FOR FUNDRAISING; (C) WHO ARE COMPENSATED FOR THEIR SERVICES; AND (D) WHO SUBSCRIBE TO THE AFP CODE OF ETHICAL STANDARDS AND PROMOTE THE DONOR BILL OF RIGHTS. ACTIVE MEMBERS IN GOOD STANDING MAY VOTE, SERVE ON CHAPTER OR ASSOCIATION COMMITTEES AND TASK FORCES AND HOLD ASSOCIATION OR CHAPTER OFFICE. YOUNG PROFESSIONAL: INDIVIDUALS WHO HOLD SOME DEGREE OF RESPONSIBILITY DIRECTLY FOR FUNDRAISING, WORK WITHIN THE U.S. AND CANADA AND ARE COMPENSATED FOR THEIR SERVICES, AND ARE 30 YEARS OLD OR YOUNGER, MUST SUBSCRIBE TO THE AFP CODE OF ETHICAL STANDARDS AND PROMOTE THE DONOR BILL OF RIGHTS AND BE EMPLOYED, OR HAVE BEEN EMPLOYED BY AN ORGANIZATION THAT PROVIDES BENEFITS TO SOCIETY. RETIRED: INDIVIDUALS WHO NO LONGER PRACTICE AS PAID FUNDRAISING PROFESSIONALS BUT WHO, AT THE TIME THEY SEEK RETIRED MEMBER STATUS, HAVE BEEN PROFESSIONAL MEMBERS OF THE ASSOCIATION FOR THE IMMEDIATE PAST FIVE CONSECUTIVE YEARS AND SUBSCRIBE TO THE AFP CODE OF ETHICAL STANDARDS AND PROMOTE THE DONOR BILL OF RIGHTS. RETIRED MEMBERS IN GOOD STANDING MAY VOTE, SERVE ON CHAPTER BOARDS, COMMITTEES AND TASK FORCES, AS WELL AS ASSOCIATION COMMITTEES AND TASK FORCES, BUT MAY NOT HOLD ANY ASSOCIATION OFFICE. ASSOCIATE: INDIVIDUALS OR VOLUNTEERS (A) WHO ARE ENGAGED IN FIELDS RELATED TO FUNDRAISING AND FUNDRAISING SUPPORT, OR (B) WHO HAVE MUTUAL INTERESTS WITH FUNDRAISING PROFESSIONALS, AND (C) WHO SUBSCRIBE TO THE AFP CODE OF ETHICAL STANDARDS AND PROMOTE THE DONOR BILL OF RIGHTS. ASSOCIATE MEMBERS IN GOOD STANDING MAY VOTE, SERVE ON CHAPTER OR ASSOCIATION COMMITTEES AND TASK FORCES AND HOLD ASSOCIATION OR CHAPTER OFFICE. ORGANIZATIONAL MEMBERSHIP CATEGORIES AFP BUSINESS MEMBERSHIP: FOR-PROFIT ORGANIZATIONS WHOSE WORK COMPLIMENTS THE FUNDRAISING PROFESSION. THE EXECUTIVE CIRCLE BUSINESS MEMBER SHALL BE ENTITLED TO DESIGNATE TWO EMPLOYEES TO RECEIVE FULL BENEFITS AS ASSOCIATE MEMBERS OF THE ASSOCIATION. ENDORSER BUSINESS MEMBERS SHALL BE ENTITLED TO DESIGNATE ONE EMPLOYEE TO RECEIVE FULL BENEFITS AS AN ASSOCIATE MEMBER OF THE ASSOCIATION. THE DESIGNATED INDIVIDUALS, AS WELL AS THE ORGANIZATION WHICH CONSTITUTES THE BUSINESS MEMBER, MUST SUBSCRIBE TO THE AFP CODE OF ETHICAL STANDARDS AND PROMOTE THE DONOR BILL OF RIGHTS. BUSINESS MEMBERS IN GOOD STANDING MAY, THROUGH THEIR DESIGNATED EMPLOYEES REFERENCED ABOVE, VOTE, SERVE ON CHAPTER OR ASSOCIATION COMMITTEES AND TASK FORCES AND HOLD ASSOCIATION OR CHAPTER OFFICE. AFP NONPROFIT ORGANIZATIONAL MEMBERSHIP - LARGE: NONPROFIT ORGANIZATIONS WHO WISH TO HAVE MULTIPLE MEMBERS IN THE ASSOCIATION. THE ORGANIZATION WILL DESIGNATE A MINIMUM OF EIGHT (8) TO RECEIVE PROFESSIONAL MEMBER BENEFITS. THE MEMBERSHIPS MAY BE TRANSFERRED TO ANOTHER INDIVIDUAL IF THE ORIGINAL MEMBER LEAVES THE ORGANIZATION. MUST SUBSCRIBE TO THE AFP CODE OF ETHICAL STANDARDS AND PROMOTE THE DONOR BILL OF RIGHTS. NONPROFIT ORGANIZATIONAL MEMBERS IN GOOD STANDING MAY VOTE, SERVE ON CHAPTER OR ASSOCIATION COMMITTEES AND TASK FORCES AND HOLD ASSOCIATION OR CHAPTER OFFICE. AFP NONPROFIT ORGANIZATIONAL MEMBERSHIP - SMALL: NONPROFIT ORGANIZATIONS WHO CAN ANSWER YES TO ALL THE FOLLOWING CRITERIA: - MUST BE A NONPROFIT ORGANIZATION INDIVIDUALS, CONSULTANTS AND FOR-PROFIT ENTITIES MAY APPLY FOR A DIFFERENT CATEGORY - AN OPERATING BUDGET OF LESS THAN $1,000,000 - A FUNDRAISING DEPARTMENT WITH LESS THAN TWO (2) FULL TIME EQUIVALENT (FTE) STAFF - INDIVIDUALLY INCORPORATED OR OTHERWISE ORGANIZED AS A SEPARATE ENTITY IN THE LAWS OF THE SPECIFIC COUNTRY; AND - NOT AFFILIATED WITH A LARGER INSTITUTION SUPPORTING THEIR OPERATIONS. THE ORGANIZATION WILL DESIGNATE ONE FUNDRAISING PROFESSIONAL TO RECEIVE THE BENEFITS OFFERED IN THIS MEMBERSHIP CATEGORY. THE MEMBERSHIP MAY BE TRANSFERRED TO ANOTHER INDIVIDUAL IF THE ORIGINAL MEMBER LEAVES THE ORGANIZATION. MUST SUBSCRIBE TO THE AFP CODE OF ETHICAL STANDARDS AND PROMOTE THE DONOR BILL OF RIGHTS. LIMIT ONE MEMBERSHIP PER ORGANIZATION. NONPROFIT ORGANIZATIONAL MEMBERS IN GOOD STANDING MAY VOTE, SERVE ON CHAPTER OR ASSOCIATION COMMITTEES AND TASK FORCES AND HOLD ASSOCIATION OR CHAPTER OFFICE. |
| FORM 990, PART VI, SECTION A, LINE 7A | VOTING MEMBERS ELECT DIRECTORS AND OFFICERS OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE BYLAWS MAY BE AMENDED AT ANY MEMBERSHIP MEETING OF THE CHAPTER BY A TWO-THIRDS VOTE OF THE ELIGIBLE MEMBERS CASTING VOTES PROVIDED A QUORUM EXISTS AND, PROVIDED THAT THE AMENDMENT HAS BEEN SUBMITTED IN WRITING TO THE INTERNATIONAL ASSOCIATION NOT LESS THAN SIXTY (60) DAYS AND TO THE MEMBERSHIP NOT LESS THAN THIRTY (30) DAYS PRIOR TO THE MEETING AT WHICH THE AMENDMENTS WILL BE CONSIDERED BY THE MEMBERSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | MANAGEMENT REVIEWS A DRAFT OF THE FORM 990 WITH THE AUDIT/ FINANCE COMMITTEE AND PROVIDS EDITS TO THE TAX PREPARER. AFTER THIS PROCESS IS PERFORMED, THE FORM 990 IS SENT TO THE FULL BOARD OF DIRECTORS PRIOR TO BEING FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS A "BOARD APPROVED" CONFLICTS OF INTEREST POLICY. EACH BOARD MEMBER MUST FILL OUT AN ANNUAL DECLARATION STATING THEY HAD NO CONFLICTS OR IDENTIFYING THE NATURE OF THEIR INTERESTED PARTY TRANSACTIONS. ANY INDIVIDUAL WITH A PERCEIVED OR ACTUAL CONFLICT OF INTEREST IS RECUSED FROM DELIBERATION AND DECISION OF THE TOPIC TO WHICH THE CONFLICT RELATED. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY OPEN TO PUBLIC DISCLOSURE. |
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