Civic Intelligence

Northern Ohio Association for Financial Professionals Inc

EIN 34-1653420 • 501(c)6 • Independence, OH

Profile

Professinal Finance/Treasury Education & Networking of Finance Professionals

PO Box 31215Independence, OH 44131

www.northernohioafp.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

5th percentile

-208%

Higher net margin than 5% 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

29th percentile

-18%

Faster asset growth than 29% of similar nonprofits.

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

Revenue Growth

7th percentile

-76%

Faster revenue growth than 7% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$41,507

Down $8,845 (-18%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$41,507

Down $8,845 (-18%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin5th percentile

Revenue

Down

$4,256

Down $13,837 (-76%) from 2023

Expenses

Down

$13,101

Down $3,289 (-20%) from 2023

Net Income

Down

-$8,845

Down $10,548 (-619%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

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

$60K$40K$20K$0Assets 2021: $48,511Net Assets 2021: $48,5112021Assets 2022: $48,649Net Assets 2022: $48,6492022Assets 2023: $50,352Net Assets 2023: $50,3522023Assets 2024: $41,507Net Assets 2024: $41,5072024

Highlighted filing

2024

Assets$41,507
Liabilities-
Net Assets$41,507
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

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

$20K$10K$0-$10KRevenue 2021: $15,937Expenses 2021: $16,596Net Income 2021: -$6592021Revenue 2022: $12,839Expenses 2022: $12,701Net Income 2022: $1382022Revenue 2023: $18,093Expenses 2023: $16,390Net Income 2023: $1,7032023Revenue 2024: $4,256Expenses 2024: $13,101Net Income 2024: -$8,8452024

Highlighted filing

2024

Revenue$4,256
Expenses$13,101
Net Income-$8,845
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,507
Liabilities
-
Net assets
$41,507
Revenue
$4,256
Expenses
$13,101
Net income
-$8,845
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$41.5$41.5$4.26$13.1$8.85
2023Detailed filing. Detailed filing data is available for this year.$50.4$50.4$18.1$16.4$1.70
2022Detailed filing. Detailed filing data is available for this year.$48.6$48.6$12.8$12.7$0.14
2021Detailed filing. Detailed filing data is available for this year.$48.5$48.5$15.9$16.6$0.66
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 26, 2025
Return Version
2024v5.1
Gross Receipts
$26,710
Mission and Program Overview

Mission

Professinal Finance/Treasury Education & Networking of Finance Professionals

Program Services

DescriptionGrantsExpenses
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. 60 Attendees Idea Exchange/3 Attendees to AFP ROM Meeting-no board officers attended in 2024. Lines 6C & 11-$22,454
Monthly educational meeting held regionally with instructional speakers and workshops to provide industryrelated updates, information, trends, topics earning continuing education credits, and offering technicaladvances and ideas to banking and corporate finance professionals. 50 Members Line 14-$7,434
Annual Summer and Winter/Holiday Events for members and nonmember guests, Officers Meeting, andCollege Scholarship Awards to undergraduate and graduate students majoring in business related fields.50 Members, 2 Scholarship Awards Lines 6C, 10 and 14 - Since COVID-19 in person events reduced, no Holiday Event or awards granted in 2024-$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alysia GarciaPresidentPT$0--
James WilsonProgramming Chair-$0--
Mark WebsterTreasurer-$0--
Jenna ScafidiSecretary-$0--
Jennifer KonturIdea Exchange Chairperson-$0--
Linda NuosciChairperson-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Idea Exchange Conference$23,825$11,825$1,372$10,453
Total Events$23,825$11,825$22,454$-10,629
Filing and Contact Details

Filer

Filer Name
Northern Ohio Association for Financial Professionals Inc
EIN
34-1653420
Phone
4406695071
Address
PO Box 31215, Independence, OH 44131

Signing Officer

Name
Mark Webster
Title
Treasurer
Phone
4406695071
Signed
2025-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Christina M Koeth-Bidwell CCM RTRP
Address
12525 Chesterfield Ln, Chesterland, OH 44026
Preparer
Christina M Koeth-Bidwell
Phone
4406695071
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Bank Service Fees 825.”

Form 990EZ, Part I, Line 16

“Business, GL and E&O Officers Insurance 1803.”

Form 990EZ, Part I, Line 16

“COS Merchant Fees and Credit Card Settlement Fees 759.”

Raw XML Appendix155 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Chesterland
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jenna Scafidi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jennifer Kontur
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Linda Nuosci
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Programming Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Chairperson
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03387
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IRS990EZ/PrintingPublicationsPostageAmt0232
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.northernohioafp.org
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt012000
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt04000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Bank Service Fees 825.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum04406695071
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-26
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ReturnHeader/Filer/EIN0341653420
ReturnHeader/Filer/PhoneNum04406695071
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ReturnHeader/Filer/USAddress/ZIPCd044131
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Christina M Koeth-Bidwell CCM RTRP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012525 Chesterfield Ln
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ReturnHeader/PreparerPersonGrp/PhoneNum04406695071
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christina M Koeth-Bidwell
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-04-28T17:09:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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