Civic Intelligence

Central Ohio Association for Financial Professionals

EIN 20-2604934 • 501(c)6 • Columbus, OH

Profile

Promote common business interest of financial professionals and improve the business conditions in the industry.

PO Box 163531Columbus, OH 43216-3531

https//www.coafp.net

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

11th percentile

-50%

Higher net margin than 11% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

19th percentile

-36%

Faster asset growth than 19% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

13%

Faster revenue growth than 70% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$57,460

Down $32,067 (-36%) from 2023

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Down

$57,460

Down $32,067 (-36%) from 2023

Revenue

Up

$64,121

Up $7,288 (+13%) from 2023

Expenses

Up

$96,188

Up $25,148 (+35%) from 2023

Net Income

Down

-$32,067

Down $17,860 (-126%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2010: $82,843Liabilities 2010: $2,463Net Assets 2010: $80,3802010Assets 2011: $100,180Liabilities 2011: $5,740Net Assets 2011: $94,4402011Assets 2012: $113,553Liabilities 2012: $7,448Net Assets 2012: $106,1052012Assets 2013: $124,083Liabilities 2013: $145Net Assets 2013: $123,9382013Assets 2014: $138,706Liabilities 2014: $145Net Assets 2014: $138,5612014Assets 2015: $143,662Liabilities 2015: $145Net Assets 2015: $143,5172015Assets 2016: $134,291Liabilities 2016: $145Net Assets 2016: $134,1462016Assets 2017: $108,540Liabilities 2017: $145Net Assets 2017: $108,3952017Assets 2018: $121,201Liabilities 2018: $0Net Assets 2018: $121,2012018Assets 2019: $92,334Liabilities 2019: $20Net Assets 2019: $92,3142019Assets 2020: $92,128Liabilities 2020: $0Net Assets 2020: $92,1282020Assets 2021: $97,994Liabilities 2021: $0Net Assets 2021: $97,9942021Assets 2022: $103,732Net Assets 2022: $103,7322022Assets 2023: $89,527Net Assets 2023: $89,5272023Assets 2024: $57,460Liabilities 2024: $0Net Assets 2024: $57,4602024

Highlighted filing

2024

Assets$57,460
Liabilities$0
Net Assets$57,460

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2010: $60,113Expenses 2010: $43,088Net Income 2010: $17,0252010Revenue 2011: $60,041Expenses 2011: $45,856Net Income 2011: $14,1852011Revenue 2012: $64,279Expenses 2012: $52,614Net Income 2012: $11,6652012Revenue 2013: $73,417Expenses 2013: $55,584Net Income 2013: $17,8332013Revenue 2014: $72,223Expenses 2014: $57,600Net Income 2014: $14,6232014Revenue 2015: $70,507Expenses 2015: $65,551Net Income 2015: $4,9562015Revenue 2016: $74,057Expenses 2016: $83,428Net Income 2016: -$9,3712016Revenue 2017: $74,191Expenses 2017: $99,942Net Income 2017: -$25,7512017Revenue 2018: $82,962Expenses 2018: $89,709Net Income 2018: -$6,7472018Revenue 2019: $65,550Expenses 2019: $75,029Net Income 2019: -$9,4792019Revenue 2020: $28,191Expenses 2020: $28,377Net Income 2020: -$1862020Revenue 2021: $33,507Expenses 2021: $27,641Net Income 2021: $5,8662021Revenue 2022: $40,468Expenses 2022: $34,730Net Income 2022: $5,7382022Revenue 2023: $56,833Expenses 2023: $71,040Net Income 2023: -$14,2072023Revenue 2024: $64,121Expenses 2024: $96,188Net Income 2024: -$32,0672024

Highlighted filing

2024

Revenue$64,121
Expenses$96,188
Net Income-$32,067

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.64$0.96$0.32
2023Detailed filing. Detailed filing data is available for this year.$0.90$0.90$0.57$0.71$0.14
2022Detailed filing. Detailed filing data is available for this year.$1.04$1.04$0.40$0.35$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.34$0.28$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.28$0.28$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.66$0.75$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.83$0.90$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.08$0.74$1.00$0.26
2016Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.74$0.83$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.71$0.66$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.72$0.58$0.15
2013Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.73$0.56$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.07$1.06$0.64$0.53$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.06$0.94$0.60$0.46$0.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.02$0.80$0.60$0.43$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Gross Receipts
$64,121
Mission and Program Overview

Mission

Promote common business interest of financial professionals and improve the business conditions in the industry.

See Schedule O

Program Services

DescriptionGrantsExpenses
Provides information, education, training and networking opportunities for the treasury and finance professionals in Central Ohio.-$0
Organizes annual conference and monthly educational meetings for certified treasury professionals (CTP) and certified cash managers to earn recertification credits.-$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robin TriplettPresidentPT$0--
Stephanie KustaVice-PresidentPT$0--
Trevor MorseTreasurerPT$0--
Norda BernardAsst TreasurerPT$0--
Stacy OrrSecretaryPT$0--
Lindsey ScottPrograms Co-ChairPT$0--
Aaron CoxPrograms & Networking ChairPT$0--
Filing and Contact Details

Filer

Filer Name
Central Ohio Assoc for Financial Professionals
EIN
20-2604934
In Care Of
% Robin Triplett
Phone
6149056068
Address
PO Box 163531, Columbus, OH 43216-3531

Signing Officer

Name
Robin Triplett
Title
President
Phone
6149056068
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Parms and Company LLC
Address
400 S 5th St Ste 220, Columbus, OH 43215
Preparer
Joseph T Roche Ea
Phone
6142243078
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description AmountMiscellaneous income 100Other income 950

Description of other expenses Part I line 16

Description AmountConference, conventions, & meetings 27,229Bank charges 3,346Board expenses 3,130Supplies 58Dues & Subscriptions 1,949Miscellaneous expenses 475

Part IV response or note to any line in Part IV

Information regarding personal benefit contracts: The organization did not, during the year, receive any funds directly, or indirectly, to pay premiums on a personal benefit contract. The organization did not, during the year, pay any premiums directly, or indirectly, on a personal benefit contract.

Raw XML Appendix168 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information regarding personal benefit contracts: The organization did not, during the year, receive any funds directly, or indirectly, to pay premiums on a personal benefit contract. The organization did not, during the year, pay any premiums directly, or indirectly, on a personal benefit contract.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part IV response or note to any line in Part IV
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ROBIN TRIPLETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06149056068
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Central Ohio Assoc for Financial Professionals
ReturnHeader/Filer/BusinessNameControlTxt0CENT
ReturnHeader/Filer/EIN0202604934
ReturnHeader/Filer/InCareOfNm0% Robin Triplett
ReturnHeader/Filer/PhoneNum06149056068
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Columbus
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ReturnHeader/PreparerPersonGrp/PhoneNum06142243078
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH T ROCHE EA
ReturnHeader/ReturnTs02025-05-14T12:11:09-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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