Civic Intelligence

Assoc for Financial Professionals of Indiana Incorporated

990EZ • Fiscal year 2016 • EIN 35-1582841

Jan 01, 2016 to Dec 31, 2016 • Filed on May 08, 2017

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

48th percentile

2.0%

Higher net margin than 48% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

57th percentile

5.5%

Faster asset growth than 57% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

23rd percentile

-14%

Faster revenue growth than 23% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$23,584

Up $1,220 (+5.5%) from 2015

Net Assets

Up

$23,584

Up $1,220 (+5.5%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin48th percentile

Revenue

Down

$61,350

Down $9,670 (-14%) from 2015

Expenses

Down

$60,130

Down $22,302 (-27%) from 2015

Net Income

Up

$1,220

Up $12,632 (+111%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2016

Assets$23,584
Liabilities-
Net Assets$23,584
Open 2016 Filing

Operations Trend

Revenue Growth23rd 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

2016

Revenue$61,350
Expenses$60,130
Net Income$1,220
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 8, 2017
Return Version
2016v3.0
Gross Receipts
$61,350
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--
DEENA MARSHALLDirector-$0--
TIM HADLEYDirector-$0--
CAROL ABNERPresident-$0--
MALINDA ANTHONYDirector-$0--
RUTH HARPOOLVP Programmi-$0--
JEFF LOVESecretary-$0--
MICHAEL SIPOSDirector-$0--
STACY FLANIGANTreasurer-$0--
DOUG SAMUELSDirector-$0--
ANITA HILLVP Conferenc-$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
2017-05-08
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 computer and internet expense 11 conference and meetings 26,887 luncheon expense 6,743 insurance expense 1,049 merchant processing fee 2,287 bank service charges 42 total 37,019”

Raw XML Appendix129 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
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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/BOYAmt022364
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023584
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt018610
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01220
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt021995
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022364
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023584
IRS990EZ/GrossReceiptsAmt061350
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06580
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022364
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023584
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022364
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023584
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
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/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL PETRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEENA MARSHALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TIM HADLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CAROL ABNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MALINDA ANTHONY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RUTH HARPOOL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JEFF LOVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MICHAEL SIPOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8STACY FLANIGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9DOUG SAMUELS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10ANITA HILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP PROGRAMMI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VP CONFERENC
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt037019
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION OF TREASURY MANAGEMENT PROFESSIONALS
IRS990EZ/PrintingPublicationsPostageAmt01116
IRS990EZ/ProgramServiceRevenueAmt036155
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/TotalExpensesAmt060130
IRS990EZ/TotalRevenueAmt061350
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.AFP-IN.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES COMPUTER AND INTERNET EXPENSE 11 CONFERENCE AND MEETINGS 26,887 LUNCHEON EXPENSE 6,743 INSURANCE EXPENSE 1,049 MERCHANT PROCESSING FEE 2,287 BANK SERVICE CHARGES 42 TOTAL 37,019
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STACY FLANIGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03172691282
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-08
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/AtSubmissionCreationDeviceId0A43AD02CBAA59DB2CCAA6393897290132F779416
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D2878CAEF860EA320DC5C8BCF9880AE3A4D5AA33
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/PreparationDt02017-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHANIE COBB CPA
ReturnHeader/ReturnTs02017-05-08T10:00:42-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,584
Liabilities
-
Net assets
$23,584
Revenue
$61,350
Expenses
$60,130
Net income
$1,220
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