Civic Intelligence

Assoc for Financial Professionals

EIN 35-1582841 • 501(c)6 • Bloomington, IN

Profile

Education of treasury management professionals

116 S Madison St Suite ABloomington, IN 47404-5194

www.afp-in.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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

25th percentile

-16%

Higher net margin than 25% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2017

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 2017

Asset Growth

20th percentile

-31%

Faster asset growth than 20% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

20th percentile

-27%

Faster revenue growth than 20% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$16,265

Down $7,319 (-31%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$16,265

Down $7,319 (-31%) from 2016

Operations
Liabilities / RevenueScore unavailableNet Margin25th percentile

Revenue

Down

$44,552

Down $16,798 (-27%) from 2016

Expenses

Down

$51,871

Down $8,259 (-14%) from 2016

Net Income

Down

-$7,319

Down $8,539 (-700%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

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

$40K$30K$20K$10K$0Assets 2014: $33,776Net Assets 2014: $33,7762014Assets 2015: $22,364Net Assets 2015: $22,3642015Assets 2016: $23,584Net Assets 2016: $23,5842016Assets 2017: $16,265Net Assets 2017: $16,2652017

Highlighted filing

2017

Assets$16,265
Liabilities-
Net Assets$16,265
Open 2017 Filing

Operations Trend

Revenue Growth20th percentile

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

$100K$50K$0-$50KRevenue 2014: $62,894Expenses 2014: $78,154Net Income 2014: -$15,2602014Revenue 2015: $71,020Expenses 2015: $82,432Net Income 2015: -$11,4122015Revenue 2016: $61,350Expenses 2016: $60,130Net Income 2016: $1,2202016Revenue 2017: $44,552Expenses 2017: $51,871Net Income 2017: -$7,3192017

Highlighted filing

2017

Revenue$44,552
Expenses$51,871
Net Income-$7,319
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,265
Liabilities
-
Net assets
$16,265
Revenue
$44,552
Expenses
$51,871
Net income
-$7,319
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$16.3$16.3$44.6$51.9$7.32
2016Detailed filing. Detailed filing data is available for this year.$23.6$23.6$61.4$60.1$1.22
2015Detailed filing. Detailed filing data is available for this year.$22.4$22.4$71.0$82.4$11.4
2014Detailed filing. Detailed filing data is available for this year.$33.8$33.8$62.9$78.2$15.3
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 26, 2018
Return Version
2017v2.3
Gross Receipts
$44,552
Mission and Program Overview

Mission

Education of treasury management professionals

Program Services

DescriptionGrantsExpenses
CONFERENCE AND WORKSHOPS DESIGNED TO ADDRESS TOPICS OF INTEREST TO MEMBERS IN THE TREASURY AND CASH MANAGEMENT PROFESSION--
MONTHLY LUNCHEON MEETINGS HELD TO PROVIDE MEMBERS WITH A FORUM FOR DISCUSSION ON TOPICS RELATED TO TREASURY AND RELATED PROFESSIONS--
SCHOLARSHIPS GIVEN TO COLLEGE STUDENTS STUDYING TREASURY AND RELATED FIELDS--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL PETRYDirector-$0--
CAROL ABNERPresident-$0--
MALINDA ANTHONYDirector-$0--
RUTH HARPOOLDirector-$0--
JEFF LOVESecretary-$0--
STACY FLANIGANTreasurer-$0--
DOUG SAMUELSDirector-$0--
ANITA HILLDirector-$0--
Filing and Contact Details

Filer

Filer Name
Assoc for Financial Professionals
EIN
35-1582841
Phone
3174886607
Address
116 S MADISON ST SUITE A, BLOOMINGTON, IN 47404-5194

Signing Officer

Name
Stacy Flanigan
Title
Treasurer
Phone
3172691282
Signed
2018-10-26
Discuss with paid preparer
Yes

Preparer

Firm
OLSON & CO PC CPA'S
Address
PO BOX 488, BLOOMINGTON, IN 47402-0488
Preparer
Stephanie Cobb CPA
Phone
8123367867
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses conference and meetings 29,348 luncheon expense 1,844 insurance expense 2,175 merchant processing fee 1,346 bank service charges 14 total 34,727”

Raw XML Appendix122 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0STACY FLANIGAN
IRS990EZ/BooksInCareOfDetail/PhoneNum03172691282
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0135 N PENNSYLVANIA ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0INDIANAPOLIS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046204
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023584
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016265
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt013250
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7319
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt015409
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023584
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016265
IRS990EZ/GrossReceiptsAmt044552
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt07440
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023584
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016265
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023584
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016265
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL PETRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CAROL ABNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MALINDA ANTHONY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RUTH HARPOOL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JEFF LOVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5STACY FLANIGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DOUG SAMUELS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ANITA HILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt034727
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION OF TREASURY MANAGEMENT PROFESSIONALS
IRS990EZ/PrintingPublicationsPostageAmt01735
IRS990EZ/ProgramServiceRevenueAmt023858
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONFERENCE AND WORKSHOPS DESIGNED TO ADDRESS TOPICS OF INTEREST TO MEMBERS IN THE TREASURY AND CASH MANAGEMENT PROFESSION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MONTHLY LUNCHEON MEETINGS HELD TO PROVIDE MEMBERS WITH A FORUM FOR DISCUSSION ON TOPICS RELATED TO TREASURY AND RELATED PROFESSIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SCHOLARSHIPS GIVEN TO COLLEGE STUDENTS STUDYING TREASURY AND RELATED FIELDS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt051871
IRS990EZ/TotalRevenueAmt044552
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.AFP-IN.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CONFERENCE AND MEETINGS 29,348 LUNCHEON EXPENSE 1,844 INSURANCE EXPENSE 2,175 MERCHANT PROCESSING FEE 1,346 BANK SERVICE CHARGES 14 TOTAL 34,727
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STACY FLANIGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03172691282
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASSOC FOR FINANCIAL PROFESSIONALS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF INDIANA INCORPORATED
ReturnHeader/Filer/BusinessNameControlTxt0ASSO
ReturnHeader/Filer/EIN0351582841
ReturnHeader/Filer/PhoneNum03174886607
ReturnHeader/Filer/USAddress/AddressLine1Txt0116 S MADISON ST SUITE A
ReturnHeader/Filer/USAddress/CityNm0BLOOMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd0474045194
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0216D84C9EC1B5DA7F48235286FD9F0BE5E86DA88
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05AF2FC569D54FB2BFBEB07408E8D76834E48F075
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-11-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:21:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351721048
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OLSON & CO PC CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 488
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BLOOMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0474020488
ReturnHeader/PreparerPersonGrp/PhoneNum08123367867
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHANIE COBB CPA
ReturnHeader/ReturnTs02018-11-01T12:21:37-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.