Civic Intelligence

Austin Association for Financial

EIN 74-3017428 • 501(c)6 • Austin, TX

Profile

Aafp is a non-profit organization created for the purpose of providing and maintaining a forum for designated representatives of entities, organizations, or individuals for the active and open exchange of ideas, concepts, and techniques related to the rapidly changing field of cash and treasury management.

PO Box 2499Austin, TX 78767

austinafp.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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

8th percentile

-76%

Higher net margin than 8% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

36th percentile

-8.7%

Faster asset growth than 36% of similar nonprofits.

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

Revenue Growth

34th percentile

-8.6%

Faster revenue growth than 34% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$277,461

Down $26,346 (-8.7%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$277,461

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin8th percentile

Revenue

Down

$34,847

Down $3,288 (-8.6%) from 2023

Expenses

Up

$61,193

Up $3,007 (+5.2%) from 2023

Net Income

Down

-$26,346

Down $6,295 (-31%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

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

$400K$300K$200K$100K$0Assets 2010: $57,032Net Assets 2010: $57,0322010Assets 2011: $46,660Net Assets 2011: $46,6602011Assets 2012: $108,057Liabilities 2012: $02012Assets 2013: $193,305Liabilities 2013: $0Net Assets 2013: $193,3052013Assets 2014: $172,696Net Assets 2014: $172,6962014Assets 2015: $132,731Net Assets 2015: $132,7312015Assets 2016: $197,759Liabilities 2016: $0Net Assets 2016: $197,7592016Assets 2017: $253,437Liabilities 2017: $0Net Assets 2017: $253,4372017Assets 2018: $221,831Net Assets 2018: $221,8312018Assets 2019: $211,355Net Assets 2019: $211,3552019Assets 2020: $210,846Net Assets 2020: $210,8462020Assets 2021: $256,110Net Assets 2021: $256,1102021Assets 2022: $323,858Liabilities 2022: $0Net Assets 2022: $323,8582022Assets 2023: $303,807Liabilities 2023: $02023Assets 2024: $277,461Net Assets 2024: $277,4612024

Highlighted filing

2024

Assets$277,461
Liabilities-
Net Assets$277,461
Open 2024 Filing

Operations Trend

Revenue Growth34th percentile

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

$600K$400K$200K$0-$200KRevenue 2010: $16,566Expenses 2010: $18,599Net Income 2010: -$2,0332010Revenue 2011: $17,382Expenses 2011: $27,754Net Income 2011: -$10,3722011Revenue 2012: $148,787Expenses 2012: $87,390Net Income 2012: $61,3972012Revenue 2013: $484,706Expenses 2013: $399,458Net Income 2013: $85,2482013Revenue 2014: $19,594Expenses 2014: $40,203Net Income 2014: -$20,6092014Revenue 2015: $16,450Expenses 2015: $56,415Net Income 2015: -$39,9652015Revenue 2016: $208,685Expenses 2016: $143,657Net Income 2016: $65,0282016Revenue 2017: $464,665Expenses 2017: $408,987Net Income 2017: $55,6782017Revenue 2018: $25,851Expenses 2018: $57,457Net Income 2018: -$31,6062018Revenue 2019: $30,115Expenses 2019: $40,591Net Income 2019: -$10,4762019Revenue 2020: $20,247Expenses 2020: $20,756Net Income 2020: -$5092020Revenue 2021: $139,167Expenses 2021: $93,903Net Income 2021: $45,2642021Revenue 2022: $551,377Expenses 2022: $483,629Net Income 2022: $67,7482022Revenue 2023: $38,135Expenses 2023: $58,186Net Income 2023: -$20,0512023Revenue 2024: $34,847Expenses 2024: $61,193Net Income 2024: -$26,3462024

Highlighted filing

2024

Revenue$34,847
Expenses$61,193
Net Income-$26,346
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$277,461
Liabilities
-
Net assets
$277,461
Revenue
$34,847
Expenses
$61,193
Net income
-$26,346
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.77$2.77$0.35$0.61$0.26
2023Summary only. Only limited summary data is available for this year.$3.04$0.00$0.38$0.58$0.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.24$0.00$3.24$5.51$4.84$0.68
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.56$2.56$1.39$0.94$0.45
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.11$2.11$0.20$0.21$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.11$2.11$0.30$0.41$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.22$2.22$0.26$0.57$0.32
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.53$0.00$2.53$4.65$4.09$0.56
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.00$1.98$2.09$1.44$0.65
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$1.33$0.16$0.56$0.40
2014Detailed filing. Detailed filing data is available for this year.$1.73$1.73$0.20$0.40$0.21
2013Summary only. Only limited summary data is available for this year.$1.93$0.00$1.93$4.85$3.99$0.85
2012Summary only. Only limited summary data is available for this year.$1.08$0.00$1.49$0.87$0.61
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.47$0.17$0.28$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.57$0.17$0.19$0.02
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2014 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 12, 2015
Return Version
2014v5.0
Gross Receipts
$19,594
Mission and Program Overview

Mission

Aafp is a non-profit organization created for the purpose of providing and maintaining a forum for designated representatives of entities, organizations, or individuals for the active and open exchange of ideas, concepts, and techniques related to the rapidly changing field of cash and treasury management.

Program Services

DescriptionGrantsExpenses
MONTHLY MEETINGS WITH SPEAKERS PROVIDING CONTINUING EDUCATION FOR FINANCIAL PROFESSIONALS. (ABOUT 50 ATTENDEES/MONTH)--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
MONIQUE KOLLARAtta Rep.-$0--
JOE FEEHANPresident-$0--
SUZANNE BALL2nd Vice Pres.-$0--
LARNELL CAMUSAtta Rep.-$0--
MARGIE PETRU1st Vice Pres.-$0--
BROOKE THORNESec/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Austin Association for Financial
EIN
74-3017428
Phone
5126695560
Address
PO BOX 2499, AUSTIN, TX 78767

Signing Officer

Name
Brooke Thorne
Title
Secretary/Treasurer
Signed
2015-08-12
Discuss with paid preparer
Yes

Preparer

Firm
Beverly K Straub CPA
Address
1803 W KOENIG LN, AUSTIN, TX 78756-1208
Preparer
Beverly K Straub CPA
Phone
5123713900
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $88”

Other Expenses.1005

“Travel $545”

Other Expenses.1007

“Conferences, Conventions, and Meetings $3943”

Other Expenses.1010

“Amortization $134”

Other Expenses.1012

“Insurance $805”

Other Expenses.1

“Monthly meeting expenses $16196”

Other Expenses.2

“SEMI-ANNUAL EVENTS $4474”

Other Expenses.3

“Professional development $4117”

Other Expenses.4

“WEBSITE $1073”

Other Expenses.6

“BANK CHARGES $347”

Other Assets.1012

“Intangible Assets - Beginning $0 Intangible Assets - Ending $2541”

Other Assets.1

“PREPAID LOGO DESIGN COSTS - Beginning $1338 PREPAID LOGO DESIGN COSTS - Ending $0”

Raw XML Appendix135 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/PersonNm0BROOKE THORNE
IRS990EZ/BooksInCareOfDetail/PhoneNum05126695560
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0815-A BRAZOS STREET 319
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AUSTIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078701
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0191967
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0170155
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-20609
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07790
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0193305
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0172696
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt019594
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0249
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt019345
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0193305
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0172696
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0193305
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0172696
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MONIQUE KOLLAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOE FEEHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUZANNE BALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LARNELL CAMUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARGIE PETRU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BROOKE THORNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0ATTA REP.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22nd Vice Pres.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ATTA REP.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt41st Vice Pres.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SEC/TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01338
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02541
IRS990EZ/OtherExpensesTotalAmt031722
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0AAFP IS A NON-PROFIT ORGANIZATION CREATED FOR THE PURPOSE OF PROVIDING AND MAINTAINING A FORUM FOR DESIGNATED REPRESENTATIVES OF ENTITIES, ORGANIZATIONS, OR INDIVIDUALS FOR THE ACTIVE AND OPEN EXCHANGE OF IDEAS, CONCEPTS, AND TECHNIQUES RELATED TO THE RAPIDLY CHANGING FIELD OF CASH AND TREASURY MANAGEMENT.
IRS990EZ/PrintingPublicationsPostageAmt0691
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MONTHLY MEETINGS WITH SPEAKERS PROVIDING CONTINUING EDUCATION FOR FINANCIAL PROFESSIONALS. (ABOUT 50 ATTENDEES/MONTH)
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040203
IRS990EZ/TotalRevenueAmt019594
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0austinafp.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $88
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $545
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $3943
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Amortization $134
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $805
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MONTHLY MEETING EXPENSES $16196
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SEMI-ANNUAL EVENTS $4474
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PROFESSIONAL DEVELOPMENT $4117
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8WEBSITE $1073
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BANK CHARGES $347
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Intangible Assets - Beginning $0 Intangible Assets - Ending $2541
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PREPAID LOGO DESIGN COSTS - Beginning $1338 PREPAID LOGO DESIGN COSTS - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1010
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.1
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BROOKE THORNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary/Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AUSTIN ASSOCIATION FOR FINANCIAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PROFESSIONALS
ReturnHeader/Filer/BusinessNameControlTxt0AUST
ReturnHeader/Filer/EIN0743017428
ReturnHeader/Filer/PhoneNum05126695560
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2499
ReturnHeader/Filer/USAddress/CityNm0AUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078767
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BEVERLY K STRAUB CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01803 W KOENIG LN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUSTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0787561208
ReturnHeader/PreparerPersonGrp/PhoneNum05123713900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BEVERLY K STRAUB CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-08-12T11:13:49-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)6 • <$500k nonprofits