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.