Civic Intelligence

Association for Financial Professionals

990 • Fiscal year 2013 • EIN 58-1424769

Jul 01, 2012 to Jun 30, 2013 • Filed on May 13, 2014

Organization ProfileWWW.AFPONLINE.0RG

View Organization Page

4520 East West Highway No 75020814
Siviq Scores

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

Liabilities / Assets

64th percentile

0.47x

Higher debt load relative to assets than 64% of similar nonprofits.

2013 filings • 501(c)6 • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

17th percentile

-3.5%

Faster asset growth than 17% of similar nonprofits.

2013 filings • 501(c)6 • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$34,285,297

Down $1,256,912 (-3.5%) from 2012

Net Assets

Down

$18,073,062

Down $1,445,736 (-7.4%) from 2012

Liabilities

Up

$16,212,235

Up $188,824 (+1.2%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$23,872,156

Up $2,837,881 (+13%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$40M$30M$20M$10M$0Assets 2010: $33,630,669Liabilities 2010: $14,726,612Net Assets 2010: $18,904,0572010Assets 2011: $35,875,778Liabilities 2011: $15,245,421Net Assets 2011: $20,630,3572011Assets 2012: $35,542,209Liabilities 2012: $16,023,411Net Assets 2012: $19,518,7982012Assets 2013: $34,285,297Liabilities 2013: $16,212,235Net Assets 2013: $18,073,0622013Assets 2014: $34,066,695Liabilities 2014: $15,687,491Net Assets 2014: $18,379,2042014Assets 2015: $27,843,488Liabilities 2015: $15,468,740Net Assets 2015: $12,374,7482015Assets 2016: $25,262,169Liabilities 2016: $14,796,295Net Assets 2016: $10,465,8742016Assets 2017: $30,047,852Liabilities 2017: $16,699,846Net Assets 2017: $13,348,0062017Assets 2018: $31,509,558Liabilities 2018: $19,158,019Net Assets 2018: $12,351,5392018Assets 2019: $33,043,455Liabilities 2019: $19,160,124Net Assets 2019: $13,883,3312019Assets 2020: $30,753,315Liabilities 2020: $15,338,130Net Assets 2020: $15,415,1852020Assets 2021: $30,134,135Liabilities 2021: $15,149,547Net Assets 2021: $14,984,5882021Assets 2022: $26,607,143Liabilities 2022: $15,734,750Net Assets 2022: $10,872,3932022Assets 2023: $29,647,623Liabilities 2023: $17,681,156Net Assets 2023: $11,966,4672023Assets 2024: $31,567,749Liabilities 2024: $18,912,553Net Assets 2024: $12,655,1962024

Highlighted filing

2013

Assets$34,285,297
Liabilities$16,212,235
Net Assets$18,073,062
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $17,482,3222010Revenue 2011: $18,247,223Expenses 2011: $19,505,076Net Income 2011: -$1,257,8532011Expenses 2012: $21,034,2752012Expenses 2013: $23,872,1562013Revenue 2014: $23,427,971Expenses 2014: $24,460,563Net Income 2014: -$1,032,5922014Revenue 2015: $23,832,790Expenses 2015: $28,512,289Net Income 2015: -$4,679,4992015Revenue 2016: $23,332,410Expenses 2016: $23,543,633Net Income 2016: -$211,2232016Revenue 2017: $23,242,099Expenses 2017: $21,787,341Net Income 2017: $1,454,7582017Revenue 2018: $24,667,158Expenses 2018: $23,214,106Net Income 2018: $1,453,0522018Revenue 2019: $25,314,503Expenses 2019: $23,825,649Net Income 2019: $1,488,8542019Revenue 2020: $23,575,445Expenses 2020: $21,809,118Net Income 2020: $1,766,3272020Revenue 2021: $15,069,162Expenses 2021: $17,434,397Net Income 2021: -$2,365,2352021Revenue 2022: $20,420,491Expenses 2022: $20,417,379Net Income 2022: $3,1122022Revenue 2023: $21,479,373Expenses 2023: $21,748,156Net Income 2023: -$268,7832023Revenue 2024: $23,421,781Expenses 2024: $23,470,831Net Income 2024: -$49,0502024

Highlighted filing

2013

Revenue-
Expenses$23,872,156
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
May 13, 2014
Return Version
2012v2.1
Gross Receipts
$31,692,247
Mission and Program Overview

Mission

To be the preferred global resource and advocate for the finance profession.

Major Activities

Activity 2
Professional development - includes certification and education. The certified treasury professional (ctp) exam was administered to approximately 3300 candidates. In addition, approximately 2574 ctps, who met the requirement for continuing professional education credits over a three year period, were recertified.education - conducted workshops, webinars and seminars on a variety of topics in corporate finance, cash management, fraud prevention, financial risk management, bank relationship management, cash flow forecasting, corporate payments, financial planning and analysis and similar topics.
Activity 3
Communications:published monthly newsletters and ten issues of exchange magazine with topics covering economics, corporate payments, risk and financial management, career development, and legal and regulatory developments.
Filing and Contact Details

Filer

EIN
58-1424769
Raw XML AppendixShowing 400 of 955 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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IRS990/InfoInScheduleOPartIII0X
IRS990/InfoInScheduleOPartIX0X
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXI0X
IRS990/InformationTechnology/Total069556
IRS990/Insurance/Total0141887
IRS990/IntangibleAssets/BOY02454391
IRS990/IntangibleAssets/EOY0650514
IRS990/Interest/Total046254
IRS990/InvestmentIncomeCurrentYear01498071
IRS990/InvestmentIncome/ExclusionAmount0671001
IRS990/InvestmentIncomePriorYear01060986
IRS990/InvestmentIncome/TotalRevenueColumn0671001
IRS990/InvestmentInJointVenture00
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IRS990/InvestmentsPubTradedSecurities/BOY021123142
IRS990/InvestmentsPubTradedSecurities/EOY019516154
IRS990/LandBldgEquipmentAccumDeprec03221467
IRS990/LandBuildingsEquipmentBasis04765890
IRS990/LandBuildingsEquipmentBasisNet/BOY01892056
IRS990/LandBuildingsEquipmentBasisNet/EOY01544423
IRS990/LessCostOthBasisSalesExpenses/Securities09912998
IRS990/LoanToOfficerOrDQP00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders01
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0TO BE THE PREFERRED GLOBAL RESOURCE AND ADVOCATE FOR THE FINANCE PROFESSION.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/MortNotesPyblSecuredInvestProp/BOY01250000
IRS990/MortNotesPyblSecuredInvestProp/EOY0625000
IRS990/NameOfForeignCountry0CA
IRS990/NameOfForeignCountry1UK
IRS990/NameOfPrincipalOfficerPerson0JAMES A KAITZ
IRS990/NbrIndependentVotingMembers015
IRS990/NbrVotingGoverningBodyMembers015
IRS990/NbrVotingMembersGoverningBody015
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IRS990/OtherExpenses/Description2HONORARIA
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IRS990/OtherRevenueMisc/BusinessCode0541800
IRS990/OtherRevenueMisc/BusinessCode1900099
IRS990/OtherRevenueMisc/BusinessCode2900099
IRS990/OtherRevenueMisc/Description0MANAGEMENT FEES
IRS990/OtherRevenueMisc/Description1INTERCOMPANY INTEREST
IRS990/OtherRevenueMisc/Description2OTHER REVENUE
IRS990/OtherRevenueMisc/ExclusionAmount0952072
IRS990/OtherRevenueMisc/ExclusionAmount1145420
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Document Assets

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$34,285,297
Liabilities
$16,212,235
Net assets
$18,073,062
Revenue
-
Expenses
$23,872,156
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$31.6$18.9$12.7$23.4$23.5$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.6$17.7$12.0$21.5$21.7$0.27
2022Detailed filing. Detailed filing data is available for this year.$26.6$15.7$10.9$20.4$20.4$0.00
2021Detailed filing. Detailed filing data is available for this year.$30.1$15.1$15.0$15.1$17.4$2.37
2020Detailed filing. Detailed filing data is available for this year.$30.8$15.3$15.4$23.6$21.8$1.77
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.0$19.2$13.9$25.3$23.8$1.49
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.5$19.2$12.4$24.7$23.2$1.45
2017Detailed filing. Detailed filing data is available for this year.$30.0$16.7$13.3$23.2$21.8$1.45
2016Detailed filing. Detailed filing data is available for this year.$25.3$14.8$10.5$23.3$23.5$0.21
2015Detailed filing. Detailed filing data is available for this year.$27.8$15.5$12.4$23.8$28.5$4.68
2014Detailed filing. Detailed filing data is available for this year.$34.1$15.7$18.4$23.4$24.5$1.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.3$16.2$18.1$23.9
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.5$16.0$19.5$21.0
2011Summary only. Only limited summary data is available for this year.$35.9$15.2$20.6$18.2$19.5$1.26
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.6$14.7$18.9$17.5