Civic Intelligence

Austin Association for Financial Professionals

990 • Fiscal year 2022 • EIN 74-3017428

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 13, 2023

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

23rd percentile

0.00x

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

2022 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

23rd percentile

0.00x

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

2022 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2022

Net Margin

68th percentile

12%

Higher net margin than 68% of similar nonprofits.

2022 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2022 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2022

Asset Growth

84th percentile

26%

Faster asset growth than 84% of similar nonprofits.

2022 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

98th percentile

296%

Faster revenue growth than 98% of similar nonprofits.

2022 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$323,858

Up $67,748 (+26%) from 2021

Net Assets

Up

$323,858

Up $67,748 (+26%) from 2021

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin68th percentile

Revenue

Up

$551,377

Up $412,210 (+296%) from 2021

Expenses

Up

$483,629

Up $389,726 (+415%) from 2021

Net Income

Up

$67,748

Up $22,484 (+50%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2022

Assets$323,858
Liabilities$0
Net Assets$323,858
Open 2022 Filing

Operations Trend

Revenue Growth98th 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

2022

Revenue$551,377
Expenses$483,629
Net Income$67,748
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$551,377
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$254,926$322,832▲ $67,906
Intangible Assets$1,184$1,026▼ $158
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$256,110$323,858▲ $67,748
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$256,110$323,858▲ $67,748
Total Net Assets Fund Balance$256,110$323,858▲ $67,748
Total Liabilities and Net Assets / Fund Balance$256,110$323,858▲ $67,748
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Chris HarrisonPresident
Margie PetruAtta Rep
Cassandra WigginsAtta Rep.
Linda HortonChapter Admin.
Javier GarciaSec./treasurer
Beatriz SaldivarVP of Communic.
Anita TrappVP of Membershp
Ganae HempeVP of Programs
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$550,798
Investment Income
$579
Other Revenue
$0
Change in Net Assets
$67,748
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$483,629
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---$465,876
Fees for Services Other---$5,331
Travel---$2,247
Fees for Services Accounting---$1,691
Insurance---$1,335
Other Expenses---$607
All Other Expenses---$171
Depreciation Depletion---$158
Office Expenses---$127
Total Functional Expenses$0$0$0$483,629
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
Backup withholding compliance
No
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
No
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

“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, Section C, Line 19

“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
Javier Garcia
Title
Sec./treasurer
Signed
2023-11-13
Discuss with paid preparer
Yes

Organization Details

Formed
2001
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
7
Employees
0

Preparer

Firm
Beverly K Straub CPA
Address
1803 W KOENIG LANE, AUSTIN, TX 78756
Preparer
William Battaile
Phone
5123713900
Raw XML Appendix334 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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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, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0256110
IRS990/TotalAssetsEOYAmt0323858
IRS990/TotalAssetsGrp/BOYAmt0256110
IRS990/TotalAssetsGrp/EOYAmt0323858
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0483629
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0256110
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0323858
IRS990/TotalProgramServiceRevenueAmt0550798
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0551377
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0551377
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0256110
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0323858
IRS990/TravelGrp/TotalAmt02247
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 2499
IRS990/USAddress/CityNm0AUSTIN
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd0787672499
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0austinafp.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAVIER GARCIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SEC./TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AUSTIN ASSOCIATION FOR FINANCIAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PROFESSIONALS INC
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/IRSResponsiblePrtyInfoCurrInd0true
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/ZIPCd078756
ReturnHeader/PreparerPersonGrp/PhoneNum05123713900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM BATTAILE
ReturnHeader/ReturnTs02023-11-13T11:02:55-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAVIER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GARCIA
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$323,858
Liabilities
$0
Net assets
$323,858
Revenue
$551,377
Expenses
$483,629
Net income
$67,748
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
2022Detailed filing. Detailed filing data is available for this year.$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