Association of Fundraising Professionals, Oklahoma Chapter
PO Box 217
Oklahoma City OK 73101
Tax Exempt Status Public Supported Charity
Organization Does Business As (DBA) Name(s)
Organization DBA
AFP Oklahoma
Mission Statement The AFP Oklahoma Chapter advances and promotes philanthropy by empowering people and organizations to practice ethical and effective professional fundraising.  We do this through:
Education & Training
Promoting Credentialing
Providing Resources
Networking
Mentoring
Advocacy
Recognition
Contact Information
Contact Name Martha Stone
Contact email afpoklahoma@gmail.com
Address PO Box 217
Oklahoma City, OK 73101
Phone (405) 456-9179
County Oklahoma County
How to Give
Donate with Credit Card http://afpoklahoma.afpnet.org/
Donate to Endowment http://occf.org/afp/
Other ways to donate, support or volunteer
Financial Summary
 
 
Projected Revenue $24,600.00
Projected Expenses $23,030.00
History and Background
Former Names
NameYear
aka AFP2012
Year Founded 1980
IRS Ruling Year 1987
State Registration Expiration Mar 2014
Statements
Mission The AFP Oklahoma Chapter advances and promotes philanthropy by empowering people and organizations to practice ethical and effective professional fundraising.  We do this through:
Education & Training
Promoting Credentialing
Providing Resources
Networking
Mentoring
Advocacy
Recognition
Background We are a very successful and effective mid-size chapter in existence since 1980, serving the Oklahoma City metro area and Oklahoma County. The chapter is known for quality monthly educational luncheons and for providing top-notch conferences, including our annual National Philanthropy Day event. Membership has steadily grown since our Chapter's inception and currently stands at approximately 140 members.
Needs AFP Oklahoma seeks sponsors for the annual National Philanthropy Day as well as operating support for monthly luncheons, scholarships, audioconferences and other educational events.
Area Served
Area Served
Geographic Area Served
Central Oklahoma
Oklahoma City Metropolitan Statistical Area (all 7 counties)
Oklahoma City and surrounding areas
Service Categories
Primary Organizational CategoryHelpAs defined by the National Center for Charitable Statistics, organizational categories are linked to the National Taxonomy of Exempt Entities (NTEE) coding system. (http://nccsdataweb.urban.org) Philanthropy,Voluntarism & Grantmaking Foundations/Philanthropy/Charity/ Voluntarism Promotion (General)
Secondary Organizational Category Philanthropy,Voluntarism & Grantmaking Foundations/Professional Societies & Associations
Tertiary Organizational Category Philanthropy,Voluntarism & Grantmaking Foundations/Fund Raising & Fund Distribution
Programs
Description The AFP Oklahoma Chapter holds an annual fundraising conference, National Philanthropy Day.
Strategy
Population Served
Description The AFP Oklahoma Chapter meets monthly for a networking and informational luncheon.  Please visit our Chapter Event Calendar for information on this month's luncheon! http://afpoklahoma.afpnet.org/event/index.cfm?navItemNumber=5322  Members are $15 and non-members and guests are $25.
Strategy
Population Served General/Unspecified
Comments on Programs
CEO/Executive Director/Board Comments National Philanthropy Day (NPD) is our largest event each year with the primary purpose being to recognize philanthropy in Oklahoma.  The event always incorporates an awards luncheon where competitive awards are recognized.  We regularly incorporate an educational portion with either an all day conference or a morning workshop.
CEO/Executive Director
CEO/Executive Director Jo Lynne Jones
Start Date Jan 2016
Email afpoklahoma@gmail.com
Experience *Our chapter only has a governing board and one paid staff member (the Chapter Administrator)


Staff
Number of Full-time Staff 0
Number of Part-time Staff 1
Number of Contract Staff 0
Number of Volunteers 13
Does CEO/Executive Director have formal evaluations? No
Management reports to board? No
Organizational Plans
Fundraising Plan No
Policy against commission-based compensation for fundraising consultant No
Communication Plan No
Strategic Plan Yes
Management Succession Plan Under Development
Organization Policies and Procedures No
Collaborations

Awards
Awards
Award/RecognitionOrganizationYear
10 StarAssociation of Fundraising Professionals International2010
10 StarAssociation of Fundraising Professionals International2009
10 StarAssociation of Fundraising Professionals International2011
Government Licenses
Is your organization licensed by the government (federal, state and/or local)? No
Comments on Staff & Management
CEO/Executive Director/Board Comments
Board Chair
Name Ms. Jo Jones
Company Affiliation Infant Crisis Services
Term Jan 2016 to Dec 2016
Email afpoklahoma@gmail.com
Board of Directors
List Current as of Jan 01, 2016
Board of Directors List
NameAffiliationStatus
Dan Billingsley Oklahoma Center for NonprofitsVoting
Allison Coleman Parker Oklahoma Medical Research FoundationVoting
Garrett Hondronastas Infant Crisis ServicesVoting
Rebecca Huron Regional Food Bank of OklahomaVoting
Jo Lynne Jones Infant Crisis ServicesVoting
Lindsey Pever Arts Council of Oklahoma CityExofficio
Emily Reed Voting
Karisa Rollins Easter Seals OklahomaVoting
Lexi Skaggs Central Oklahoma Humane SocietyVoting
Selena Skorman Arts Council Oklahoma CityVoting
Becky Taylor Infant Crisis ServicesVoting
Comments on Board & Governance
CEO/Executive Director/Board Comments
Current Fiscal Year
Fiscal Year Jan 01, 2016-Dec 31, 2016
Current Year Budgeted Total Income $24,600
Current Year Budgeted Total Expenses $23,030
Financial Documents
IRS Letter of Determination
Prior Three Years' Financial History
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201520142013
Foundation and
Corporation Contributions
--$555$1,992
Government Contributions$0$0$0
Federal------
State------
Local------
Unspecified------
Individual Contributions------
------
$6,038$8,842$6,657
Investment Income, Net of Losses$1,522$1,405$1,274
Unrealized Gain/Loss------
Membership Dues$5,675$5,620$6,617
Special Events$6,576$10,823$2,017
Revenue In-Kind------
Other------
Expense Allocation
Fiscal Year201520142013
Program Expense$13,834$14,698$15,665
Administration Expense------
Fundraising Expense------
Payments to Affiliates------
Total Revenue/Total Expenses1.431.851.18
Program Expense/Total Expenses100%100%100%
Fundraising Expense/Contributed Revenue0%0%0%
Assets and Liabilities
Fiscal Year201520142013
Total Assets$51,392$45,415$32,868
Current Assets$51,392$45,415$32,868
Long-Term Liabilities------
Current Liabilities------
Total Net Assets$51,392$45,415$32,868
Solvency
Short Term Solvency
Fiscal Year201520142013
Current Ratio: Current Assets/Current Liabilities------
Long Term Solvency
Fiscal Year201520142013
Long-Term Liabilities/Total Assets0%0%0%
Funding Sources
Top Funding Sources
Fiscal Year201520142013
Top Funding Source & Dollar AmountSpecial Events $6,576Special Events $10,823Earned Revenue $6,657
Second Highest Funding Source & Dollar AmountEarned Revenue $6,038Earned Revenue $8,842Memberships $6,617
Third Highest Funding Source & Dollar AmountMemberships $5,675Memberships $5,620Special Events $2,017
Endowment? Yes
Endowment Spending Policy Percentage
Endowment Spending Policy Percentage (if selected) 5 %
Credit Line? No
Reserve Fund? No
Capital Campaign
Currently in a Capital Campaign? No
Capital Campaign Anticipated in Next Five Years? No
Comments on Financials
Foundation Staff Comments
All prior year financial information is from IRS Form 990s.
 
Organizations with a GiveSmartOKC profile are responsible for updating information annually within 45 days following the end of their fiscal year.
 
Address PO Box 217
Oklahoma City, OK 73101
Primary Phone 405 456-9179
Contact Email afpoklahoma@gmail.com
Give with Credit Card http://afpoklahoma.afpnet.org/
Give to Endowment http://occf.org/afp/
CEO/Executive Director Jo Lynne Jones
Board Chair Ms. Jo Jones
Board Chair Company Affiliation Infant Crisis Services