Civic Intelligence

Assoc for Financial Professionals of Indiana Incorporated

990EZ • Fiscal year 2015 • EIN 35-1582841

Jan 01, 2015 to Dec 31, 2015 • Filed on May 11, 2016

Organization ProfileWWW.AFP-IN.ORG
116 S Madison St Suite ABloomington, IN 47404-5194

(317) 488-6607

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

15th percentile

-16%

Higher net margin than 15% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

9th percentile

-34%

Faster asset growth than 9% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

73rd percentile

13%

Faster revenue growth than 73% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$22,364

Down $11,412 (-34%) from 2014

Net Assets

Down

$22,364

Down $11,412 (-34%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin15th percentile

Revenue

Up

$71,020

Up $8,126 (+13%) from 2014

Expenses

Up

$82,432

Up $4,278 (+5.5%) from 2014

Net Income

Up

-$11,412

Up $3,848 (+25%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2015

Assets$22,364
Liabilities-
Net Assets$22,364
Open 2015 Filing

Operations Trend

Revenue Growth73rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$71,020
Expenses$82,432
Net Income-$11,412
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 11, 2016
Return Version
2015v2.1
Gross Receipts
$71,020
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 Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL PETRYDirector-$0--
DIANA ZIMMERMANVP Membershi-$0--
DEENA MARSHALLVP Conferenc-$0--
MELANIE MCINTYREDirector-$0--
TIM HADLEYVP Marketing-$0--
CAROL ABNERDirector-$0--
MALINDA ANTHONYDirector-$0--
RUTH HARPOOLVP Programmi-$0--
KENNETH KLINKERTreasurer-$0--
ANGIE LOFTONDirector-$0--
JEFF LOVEDirector-$0--
MICHELLE PETROPresident-$0--
KIMBERLEE RAYSecretary-$0--
DENNIS REEDYDirector-$0--
MICHAEL SIPOSDirector-$0--
STACY FLANIGANDirector-$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
Director
Phone
3172691282
Signed
2016-05-11
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 telephone 42 computer and internet expense 275 conference and meetings 39,412 luncheon expense 5,655 insurance expense 1,024 miscellaneous 222 merchant processing fee 3,625 total 50,255”

Raw XML Appendix148 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/PhoneNum03172691282
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0135 N PENNSYLVANIA ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0INDIANAPOLIS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046204
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt150
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL PETRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DIANA ZIMMERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEENA MARSHALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MELANIE MCINTYRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TIM HADLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CAROL ABNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MALINDA ANTHONY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RUTH HARPOOL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KENNETH KLINKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ANGIE LOFTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JEFF LOVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11MICHELLE PETRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12KIMBERLEE RAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13DENNIS REEDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14MICHAEL SIPOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15STACY FLANIGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP MEMBERSHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP CONFERENC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP MARKETING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP PROGRAMMI
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt050255
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION OF TREASURY MANAGEMENT PROFESSIONALS
IRS990EZ/PrintingPublicationsPostageAmt04157
IRS990EZ/ProgramServiceRevenueAmt047412
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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
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IRS990EZ/TotalRevenueAmt071020
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.AFP-IN.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES TELEPHONE 42 COMPUTER AND INTERNET EXPENSE 275 CONFERENCE AND MEETINGS 39,412 LUNCHEON EXPENSE 5,655 INSURANCE EXPENSE 1,024 MISCELLANEOUS 222 MERCHANT PROCESSING FEE 3,625 TOTAL 50,255
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STACY FLANIGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03172691282
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-11
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/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/PreparationDt02016-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHANIE COBB CPA
ReturnHeader/ReturnTs02016-05-13T12:33:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,364
Liabilities
-
Net assets
$22,364
Revenue
$71,020
Expenses
$82,432
Net income
-$11,412
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