San Antonio Association for Financial Professionals

Nonprofit profile at a glance

EIN
742323129
IRS 990 coverage
2019–2024
Forms available
Form 990 2024, Form 990-EZ 2023, Form 990-N 2013
Location
San Antonio, TX, USA
Phone
2106468811
Rating confidence
Limited

Reported finances

Revenue
$238,861
Expenses
$298,565
Assets
$179,685
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

  • YOBANY MAYEN (PRESIDENT)
  • ROCIO GONZALEZ (VICE PRESIDENT OF PROGRAMS)
  • JEANETTE MOSLEY (VICE PRESIDENT OF VENUES)
  • ANNIE RANKIN (VICE PRESIDENT OF MEMBERSHIP)

People named in this filing

  • YVETTE GONZALEZ (DIRECTOR)
  • ALVIN SHENK (DIRECTOR)
  • DAWN LOTHRINGER (DIRECTOR)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The san antonio association for financial professionals [saafp] is a regional educational forum for individuals involved in all aspects of the finance profession. Saafp hosts educational luncheons and networking events to facilitate the exchange of concepts and techniques and work to increase the recognition of the finance profession in the san antonio area.saafp is a regional affiliate of the association for financial professionals [afp], the professional society that represents finance executives globally. Afp established and administers the certified treasury professional and certified corporate fp&a professional credentials, which set standards of excellence in finance. Saafp's educational sessions qualify for continuing education credit for the cpa, ctp, ccm, fp&a credentials as well as cpe credit for members of the accounting profession.

What it reported doing in 2024

The san antonio association for financial professionals [saafp] is a regional educational forum for individuals involved in all aspects of the finance profession. They host educational events and provide networking opportunites that facilitate the exchange of concepts and techniques in the financial field. In addition, their goal is to increase the recognition of the finance and treasury profession in the san antonio area.among the activities hosted by the san antonio association for financial professionals, 10 monthly educational meetings were held in 2024. Guest speakers present quality sessions that inform and educate the members and provide continuing education credits for cpa, ctp, ccm, and fp&a members and guests that attend the meetings.the san antonio association for financial professionals is a member of the alliance of Texas treasury associations which brings together five Texas associations austin, dallas, ft. Worth, houston, and san antonio. It is dedicated to sponsoring an annual educational conference, "texpo". Texpo is a conference which draws attendees from across the country and is widely recognized as one of the leading treasury conferences in the country. San antonio was the host city in 2015 holding the conference on april 19-21, 2015 and hosted again september 2-4, 2020. Approximately 739 attended the 2020 virtual conference.

Operating model

Revenue model
Earned-program. 96% of the money available for current operations came from fees and other program revenue.
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: 90
  • Accountability: 88
  • Sustainability: 31
  • Growth: 40

Detailed rating inputs

Financial Efficiency

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

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 5 of 7 controls in place; rating input score 71
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -25%; rating input score 12; 12th percentile among comparable filings
  • Total-asset coverage ratio: 0.6; rating input score 28; 28th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 80; 80th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 12.3% per year; rating input score 100; 77th percentile among comparable filings
  • Asset growth: -0.7% per year; rating input score 0; 22nd percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: 12 of 12 board members independent · 5 of 7 filing controls reported
  • Programs: 3 filed program accomplishments
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 2 filing years from 2019 to 2024
  • 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 — Sustainability: Operating margin scored 12/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • High — Sustainability: Total-asset coverage ratio scored 28/100.