Afp Greater Southern California
Nonprofit profile at a glance
- EIN
- 333578020
- IRS 990-EZ coverage
- 2025–2025
- Forms available
- Form 990-EZ 2025
- Location
- Los Angeles, CA, USA
- Rating
- 76
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Mutual/Membership Benefit N.E.C.
Reported finances
- Revenue
- $123,829
- Expenses
- $87,927
- Assets
- $35,902
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
3 people listed
Executive titles in this filing
- Jason Straker (President)
People named in this filing
- Jason Straker (President)
- Estefani Ashbrook (Secretary)
- Arthur Yuen (Treasurer)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The AFP Greater Southern California (AFP Greater SoCal) is a treasury practitioner-led and practitioner-focused organization dedicated to empowering professionals in treasury, payments, and finance. Our mission is to provide exceptional education, valuable networking opportunities, and critical industry insights to support the growth and success of our members.
What it reported doing in 2025
General - In 2025, AFP Greater Southern California's primary revenues and expenses are associated with our annual conference Treasury Summit 2025 on 11/18/2025 held at the Marriott Long Beach Downtown. Conference comprised of 8 panel sessions, 2 hosted meal sessions (breakfast, lunch), and a networking reception. Panel sessions were qualified for Continuing Education credits towards certifications CTP (Certified Treasury Professional) and FPAC (Financial Planning and Analysis Certificate). Annual conference is intended to bring together the treasury community for education, networking, as well as continuing education credits towards certifications relevant in the treasury field.
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 80
- Transparency & Controls: 82
- Sustainability: 55
- Growth: NotEnoughData
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 69.3%; rating input score 69
- Program expense ratio: 97.7%; rating input score 98
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 29%; rating input score 81; 81st percentile among comparable filings
- Total-asset coverage ratio: 0.41; rating input score 33; 33rd percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: Limited
- Asset growth: Limited
Details
- Where the money goes: 69.3% of revenue deployed · 97.7% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $86K in reported program spending
- Leadership: top reported pay $0 · 3 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 1 filed schedules
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Sustainability: Total-asset coverage ratio scored 33/100.