Northern Ohio Association for Financial Professionals Inc
Nonprofit profile at a glance
- EIN
- 341653420
- IRS 990-EZ coverage
- 2021–2025
- Forms available
- Form 990-EZ 2025
- Location
- Independence, OH, USA
- Phone
- 4406695071
- Rating
- 86
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $1,543
- Expenses
- $6,291
- Assets
- $36,759
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
5 people listed
Executive titles in this filing
- Alysia Garcia (President)
People named in this filing
- Alysia Garcia (President)
- James Wilson (Programming Chair)
- Mark Webster (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
Professinal Finance/Treasury Education & Networking of Finance Professionals
What it reported doing in 2025
Annual Idea Exchange Seminar sponsored by NOAFP for members and nonmembers in the corporate treasuryand banking industries. National AFP Conference/Regional Officers Meeting Conference for current volunteerofficer positions and members. 33 Attendees Idea Exchange/0 Attendees to AFP ROM Meeting-no board officers attended in 2025. Lines 6C & 11
Operating model
- Revenue model
- Donor-supported. 68% of the money available for current operations came from contributions and gifts.
- 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
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filed totals do not add up and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 100
- Transparency & Controls: 82
- Sustainability: 34
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 100%; rating input score 100
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -307.7%; rating input score 4; 4th percentile among comparable filings
- Total-asset coverage ratio: 5.84; rating input score 86; 86th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 20.6% per year; rating input score 100; 81st percentile among comparable filings
- Revenue growth: -35.5% per year; rating input score 0; 9th percentile among comparable filings
- Asset growth: -6.8% per year; rating input score 0; 21st percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 100% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 2 filed program accomplishments · $15K in reported program spending
- Leadership: top reported pay $0 · 5 people listed
- Consistency: 5 of 6 current checks pass · 1 finding to review
- Schedules: 1 filed schedules
- Filing history: 5 filing years from 2021 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.
- Moderate — Transparency & Controls: Part III program expenses within total did not reconcile in the filed values.
- High — Sustainability: Operating margin scored 4/100.
- High — Growth: Revenue growth scored 0/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.