Dallas Association for Financial Professionals

Nonprofit profile at a glance

EIN
752685180
IRS 990-EZ coverage
2019–2025
Forms available
Form 990 2023, Form 990-EZ 2025
Location
Dallas, TX, USA
Phone
9188502020
Rating confidence
Limited

Reported finances

Revenue
$102,837
Expenses
$100,540
Assets
$226,763

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • John Smithson III (President)
  • Connor Cosgrove (Vice President)

People named in this filing

  • Kas Henry (Program CoChair)
  • Tracy Kantrowitz (Events Chair)
  • John Smithson III (President)

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

To offer continuing Treasury/Finance education locally by providing quality programs on the important issues affecting the treasury and financial profession and developing a peer networking group for members to share ideas.

What it reported doing in 2025

We successfully hosted seven meetings that each presented a different topic to aid the membership in education and continued education credits. We held our annual all-day conference which offered education, continued education, and networking for DFW professionals. We also hosted two networking social events for the membership to interact in a more informal setting.

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
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: NotEnoughData
  • Transparency & Controls: 82
  • Sustainability: 49
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 2.2%; rating input score 38; 38th percentile among comparable filings
  • Total-asset coverage ratio: 2.26; rating input score 82; 82nd 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: -7.3% per year; rating input score 0; 6th percentile among comparable filings
  • Asset growth: -0.3% per year; rating input score 0; 25th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 5 of 5 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 6 filing years from 2019 to 2025
  • 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.

  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 38/100.