Civic Intelligence

Austin Association for Financial Professionals

990 • Fiscal year 2017 • EIN 74-3017428

Jan 01, 2017 to Dec 31, 2017 • Filed on May 14, 2018

Organization Profileaustinafp.org
PO Box 2499Austin, TX 78767

(512) 669-5560

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

72nd percentile

12%

Higher net margin than 72% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

83rd percentile

28%

Faster asset growth than 83% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

123%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$253,437

Up $55,678 (+28%) from 2016

Net Assets

Up

$253,437

Up $55,678 (+28%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin72nd percentile

Revenue

Up

$464,665

Up $255,980 (+123%) from 2016

Expenses

Up

$408,987

Up $265,330 (+185%) from 2016

Net Income

Down

$55,678

Down $9,350 (-14%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$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

2017

Assets$253,437
Liabilities$0
Net Assets$253,437
Open 2017 Filing

Operations Trend

Revenue Growth97th percentile

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

2017

Revenue$464,665
Expenses$408,987
Net Income$55,678
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 14, 2018
Return Version
2017v2.2
Gross Receipts
$464,665
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$195,701$251,585▲ $55,884
Intangible Assets$2,058$1,852▼ $206
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$197,759$253,437▲ $55,678
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$197,759$253,437▲ $55,678
Total Net Assets Fund Balance$197,759$253,437▲ $55,678
Total Liabilities and Net Assets / Fund Balance$197,759$253,437▲ $55,678
Compensation and Service Providers
Top Officer Pay70th percentile

Board Members and Trustees

NameTitle
Joe FeehanPresident
Margie Petru1st Vice Pres.
Shannon Mcfarlin2nd Vice Pres.
Marci Braden3rd Vice Pres.
Larnell CamusAtta Rep.
Monique KollarAtta Rep.
Brooke ThorneSec/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$464,407
Investment Income
$258
Other Revenue
$0
Change in Net Assets
$55,678
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$408,987
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$375,426
Fees for Services Other---$4,021
Fees for Services Accounting---$939
Insurance---$865
Other Expenses---$695
All Other Expenses---$580
Information Technology---$222
Depreciation Depletion---$206
Office Expenses---$101
Total Functional Expenses$0$0$0$408,987
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Prior to signing form 8879-eo to authorize e-filing of the tax return, the treasurer reviews the current year tax return against the prior year tax return to look for changes and possible discrepancies. Additionally, the current year tax return is compared against the association's financial statements to verify the accuracy of the tax return and supporting schedules. After a thorough review is completed by the treasurer form 8879-eo is signed and the tax return will be filed. After filing the return, the board of directors holds a meeting to review the tax return. The board compares the current year return against the prior year return to look for variances and to see how the financial activity changes from year-to-year. The board will outline and discuss the information reported, any differences, and any changes that are deemed necessary to the longevity of the association.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Documents are provided upon request to the public, as appropriate”

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
2018-05-14
Discuss with paid preparer
Yes

Organization Details

Formed
2001
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Beverly K Straub CPA
Address
1803 W KOENIG LANE, AUSTIN, TX 78756-1208
Preparer
Beverly K Straub CPA
Phone
5123713900
Raw XML Appendix326 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/Form990PartVIISectionAGrp/TitleTxt0ATTA REP.
IRS990/Form990PartVIISectionAGrp/TitleTxt13rd Vice Pres.
IRS990/Form990PartVIISectionAGrp/TitleTxt2President
IRS990/Form990PartVIISectionAGrp/TitleTxt32nd Vice Pres.
IRS990/Form990PartVIISectionAGrp/TitleTxt4ATTA REP.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRIOR TO SIGNING FORM 8879-EO TO AUTHORIZE E-FILING OF THE TAX RETURN, THE TREASURER REVIEWS THE CURRENT YEAR TAX RETURN AGAINST THE PRIOR YEAR TAX RETURN TO LOOK FOR CHANGES AND POSSIBLE DISCREPANCIES. ADDITIONALLY, THE CURRENT YEAR TAX RETURN IS COMPARED AGAINST THE ASSOCIATION'S FINANCIAL STATEMENTS TO VERIFY THE ACCURACY OF THE TAX RETURN AND SUPPORTING SCHEDULES. AFTER A THOROUGH REVIEW IS COMPLETED BY THE TREASURER FORM 8879-EO IS SIGNED AND THE TAX RETURN WILL BE FILED. AFTER FILING THE RETURN, THE BOARD OF DIRECTORS HOLDS A MEETING TO REVIEW THE TAX RETURN. THE BOARD COMPARES THE CURRENT YEAR RETURN AGAINST THE PRIOR YEAR RETURN TO LOOK FOR VARIANCES AND TO SEE HOW THE FINANCIAL ACTIVITY CHANGES FROM YEAR-TO-YEAR. THE BOARD WILL OUTLINE AND DISCUSS THE INFORMATION REPORTED, ANY DIFFERENCES, AND ANY CHANGES THAT ARE DEEMED NECESSARY TO THE LONGEVITY OF THE ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE PROVIDED UPON REQUEST TO THE PUBLIC, AS APPROPRIATE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0197759
IRS990/TotalAssetsEOYAmt0253437
IRS990/TotalAssetsGrp/BOYAmt0197759
IRS990/TotalAssetsGrp/EOYAmt0253437
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0408987
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0197759
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0253437
IRS990/TotalProgramServiceRevenueAmt0464407
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0464665
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0464665
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0197759
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0253437
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0197759
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0253437
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0austinafp.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BROOKE THORNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary/Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
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/PreparerFirmEIN0742708455
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BEVERLY K STRAUB CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01803 W KOENIG LANE
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/ReturnTs02018-05-14T08:31:53-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$253,437
Liabilities
$0
Net assets
$253,437
Revenue
$464,665
Expenses
$408,987
Net income
$55,678
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
2017Detailed filing. Detailed filing data is available for this year.$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