Civic Intelligence

San Antonio Association for Financial

EIN 74-2323129 • 501(c)6 • San Antonio, TX

Profile

The san antonio association for financial professionals [saafp] is a regional educational forum for individuals involved in all aspects of the finance profession. Saafp hosts educational luncheons and networking events to facilitate the exchange of concepts and techniques and work to increase the recognition of the finance profession in the san antonio area.saafp is a regional affiliate of the association for financial professionals [afp], the professional society that represents finance executives globally. Afp established and administers the certified treasury professional and certified corporate fp&a professional credentials, which set standards of excellence in finance. Saafp's educational sessions qualify for continuing education credit for the cpa, ctp, ccm, fp&a credentials as well as cpe credit for members of the accounting profession.

PO Box 47862San Antonio, TX 78265

sanantonioafp.org

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

19th percentile

-25%

Higher net margin than 19% 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

24th percentile

-25%

Faster asset growth than 24% of similar nonprofits.

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

Revenue Growth

99th percentile

718%

Faster revenue growth than 99% of similar nonprofits.

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

Assets

Down

$179,685

Down $59,704 (-25%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$179,685

Down $59,704 (-25%) from 2023

Revenue

Up

$238,861

Up $209,655 (+718%) from 2023

Expenses

Up

$298,565

Up $244,544 (+453%) from 2023

Net Income

Down

-$59,704

Down $34,889 (-141%) from 2023

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $289,513Liabilities 2011: $02011Assets 2012: $162,023Liabilities 2012: $02012Assets 2014: $185,189Liabilities 2014: $02014Assets 2015: $257,442Liabilities 2015: $0Net Assets 2015: $257,4422015Assets 2016: $246,013Liabilities 2016: $0Net Assets 2016: $246,0132016Assets 2017: $226,014Liabilities 2017: $0Net Assets 2017: $226,0142017Assets 2018: $200,829Liabilities 2018: $0Net Assets 2018: $200,8292018Assets 2019: $278,120Liabilities 2019: $0Net Assets 2019: $278,1202019Assets 2020: $280,383Liabilities 2020: $0Net Assets 2020: $280,3832020Assets 2021: $279,774Liabilities 2021: $0Net Assets 2021: $279,7742021Assets 2022: $264,204Liabilities 2022: $0Net Assets 2022: $264,2042022Assets 2023: $239,389Liabilities 2023: $0Net Assets 2023: $239,3892023Assets 2024: $179,685Liabilities 2024: $0Net Assets 2024: $179,6852024

Highlighted filing

2024

Assets$179,685
Liabilities$0
Net Assets$179,685

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $22,992Expenses 2011: $64,008Net Income 2011: -$41,0162011Revenue 2012: $23,428Expenses 2012: $47,285Net Income 2012: -$23,8572012Revenue 2014: $194,649Expenses 2014: $140,767Net Income 2014: $53,8822014Revenue 2015: $499,065Expenses 2015: $426,961Net Income 2015: $72,1042015Revenue 2016: $31,610Expenses 2016: $43,039Net Income 2016: -$11,4292016Revenue 2017: $29,000Expenses 2017: $48,999Net Income 2017: -$19,9992017Revenue 2018: $26,321Expenses 2018: $51,857Net Income 2018: -$25,5362018Revenue 2019: $233,594Expenses 2019: $156,303Net Income 2019: $77,2912019Revenue 2020: $114,663Expenses 2020: $112,400Net Income 2020: $2,2632020Revenue 2021: $18,166Expenses 2021: $20,613Net Income 2021: -$2,4472021Revenue 2022: $24,445Expenses 2022: $40,015Net Income 2022: -$15,5702022Revenue 2023: $29,206Expenses 2023: $54,021Net Income 2023: -$24,8152023Revenue 2024: $238,861Expenses 2024: $298,565Net Income 2024: -$59,7042024

Highlighted filing

2024

Revenue$238,861
Expenses$298,565
Net Income-$59,704

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$238,861
Mission and Program Overview

Mission

The san antonio association for financial professionals [saafp] is a regional educational forum for individuals involved in all aspects of the finance profession. Saafp hosts educational luncheons and networking events to facilitate the exchange of concepts and techniques and work to increase the recognition of the finance profession in the san antonio area.saafp is a regional affiliate of the association for financial professionals [afp], the professional society that represents finance executives globally. Afp established and administers the certified treasury professional and certified corporate fp&a professional credentials, which set standards of excellence in finance. Saafp's educational sessions qualify for continuing education credit for the cpa, ctp, ccm, fp&a credentials as well as cpe credit for members of the accounting profession.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$239,389$179,685▼ $59,704
Total Assets$239,389$179,685▼ $59,704
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$239,389$179,685▼ $59,704
Total Net Assets Fund Balance$239,389$179,685▼ $59,704
Total Liabilities and Net Assets / Fund Balance$239,389$179,685▼ $59,704
Compensation and Service Providers

Board Members and Trustees

NameTitle
Yobany MayenPresident
Annie RankinVice President of Membership
Rocio GonzalezVice President of Programs
Jeanette MosleyVice President of Venues
Alvin ShenkDirector
Dawn LothringerDirector
Jenise BestDirector
Shawna KreppsDirector
Todd MartinDirector
Yvette GonzalezDirector
Heather J HeppSecretary
Kristie MedranoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$228,785
Investment Income
$2,019
Other Revenue
$8,057
Change in Net Assets
$-59,704
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$298,065
Grants and Similar Amounts Paid$500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel---$80,000
Conferences and Meetings---$57,080
Advertising---$54,307
Office Expenses---$14,719
Information Technology---$10,107
Fees for Services Other---$9,000
Insurance---$2,888
Other Expenses---$1,579
Grants to Domestic Orgs---$500
Total Functional Expenses$0$0$0$298,565
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

A draft of the form 990 is provided to the board for review, questions and approval prior to submitting to the irs.

Form 990, Part VI, Section B, Line 12

The members of the board and staff review the conflict of interest policy annually. Potential conflicts are disclosed to the board for review and action, if needed.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents and conflict of interest policy available to the public for inspection at the organization's regular place of business, during normal business hours.

Filing and Contact Details

Filer

Filer Name
San Antonio Association for Financial
EIN
74-2323129
Phone
2106468811
Address
PO BOX 47862, SAN ANTONIO, TX 78265

Signing Officer

Name
Kristie Medrano
Title
Treasurer
Phone
2106468811
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristie Medrano
Formed
1987
Legal Domicile
TX
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
12

Preparer

Firm
Calvetti Ferguson
Address
250 W NOTTINGHAM DR SUITE 100, SAN ANTONIO, TX 78209
Preparer
Kimiko Baca
Phone
2105363200
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt128515
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23400
IRS990/ProgSrvcAccomActy2Grp/Desc0AN ANNUAL BOARD RETREAT IS HELD BY THE OFFICERS AND DIRECTORS OF THE SAN ANTONIO ASSOCIATION FOR FINANCIAL PROFESSIONALS WHERE PLANS ARE MADE FOR THE COMING YEAR TO PROVIDE NEW AND/OR IMPROVED SERVICES TO THE MEMBERS SUCH AS A WEB SITE THAT PROVIDES INFORMATION TO THE MEMBERS. THIS WEBSITE ALSO HAS JOB POSTINGS, MONTHLY MEETING INFORMATION, AND EDUCATIONAL HISTORY FOR CTP, CCM, AND FP&A MEMBER'S REPORTING REQUIREMENTS.SINCE TEXPO IS ONLY HELD BY SAN ANTONIO EVERY 5 YEARS, THE TEXPO PROCEEDS ALONG WITH MEMBERSHIP FEES SUPPORT THE SERVICES AND EDUCATIONAL OPPORTUNIES IN THE OFF YEARS FOR ALL ACTIVITIES AND SERVICES OFFERED BY THE ASSOCIATION TO THE MEMBERS AND PROVIDES SOME FUNDS AS UPFRONT MONEY FOR THE NEXT TEXPO SAN ANTONIO WILL HOLD. IT ALSO ALLOWS SAAFP TO OPERATE AND AVOID RAISING MEMBER DUES IN ORDER TO OPERATE.THROUGHOUT THE YEARS, MEETING AND ADMINISTRATIVE EXPENSES ARE INCURRED WHILE PROVIDING TREASURY AND FINANCE EDUCATION AND TRAINING TO THE MEMBERS. THE ASSOCIATION SPONSORS A COMMUNITY ORGANIZATION IN THE CITY ANNUALLY, AND HAS APPROXIMATELY 80 MEMBERS.THE NEXT TEXPO WILL BE HELD IN SAN ANTONIO, APRIL 27-29 2024 WITH APPROXIMATELY 1000 ATTENDEES. IT ALSO ALLOWS SAAFP TO OPERATE AND AVOID RAISING MEMBER DUES TO OPERATE.
IRS990/ProgSrvcAccomActy3Grp/Desc0THROUGHOUT THE YEARS, MEETING AND ADMINISTRATIVE EXPENSES ARE INCURRED WHILE PROVIDING TREASURY AND FINANCE EDUCATION AND TRAINING TO THE MEMBERS.THE ASSOCIATION SPONSORS A COMMUNITY ORGANIZATION IN THE CITY ANNUALLY AND HAS APPROXIMATELY 100 MEMBERS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt01000
IRS990/PYInvestmentIncomeAmt02816
IRS990/PYOtherExpensesAmt050683
IRS990/PYOtherRevenueAmt023690
IRS990/PYProgramServiceRevenueAmt02700
IRS990/PYRevenuesLessExpensesAmt0-24815
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt054021
IRS990/PYTotalProfFndrsngExpnsAmt02338
IRS990/PYTotalRevenueAmt029206
IRS990/ReconcilationRevenueExpnssAmt0-59704
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT OF THE FORM 990 IS PROVIDED TO THE BOARD FOR REVIEW, QUESTIONS AND APPROVAL PRIOR TO SUBMITTING TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS OF THE BOARD AND STAFF REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY. POTENTIAL CONFLICTS ARE DISCLOSED TO THE BOARD FOR REVIEW AND ACTION, IF NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC FOR INSPECTION AT THE ORGANIZATION'S REGULAR PLACE OF BUSINESS, DURING NORMAL BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0239389
IRS990/TotalAssetsEOYAmt0179685
IRS990/TotalAssetsGrp/BOYAmt0239389
IRS990/TotalAssetsGrp/EOYAmt0179685
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0298565
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0239389
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0179685
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0228785
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02019
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0236842
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0238861
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0239389
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0179685
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt080000
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 47862
IRS990/USAddress/CityNm0SAN ANTONIO
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078265
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0SANANTONIOAFP.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTIE MEDRANO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02106468811
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN ANTONIO ASSOCIATION FOR FINANCIAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PROFESSIONALS
ReturnHeader/Filer/BusinessNameControlTxt0SANA
ReturnHeader/Filer/EIN0742323129
ReturnHeader/Filer/PhoneNum02106468811
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 47862
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078265
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134255527
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALVETTI FERGUSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0250 W NOTTINGHAM DR SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078209
ReturnHeader/PreparerPersonGrp/PhoneNum02105363200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMIKO BACA
ReturnHeader/ReturnTs02025-11-17T17:24:09-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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