Civic Intelligence

Dallas Association for Financial

EIN 75-2685180 • 501(c)6 • Dallas, TX

Profile

To offer continuing Treasury/Finance education locally by providing quality programs on the important issues affecting the treasury and financial profession and developing a peer networking group for members to share ideas.

PO Box 650823Dallas, TX 75265

dallasafp.org

Siviq Scores

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

Liabilities / Assets

68th percentile

0.04x

Higher debt load relative to assets than 68% of similar nonprofits.

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

Liabilities / Revenue

79th percentile

0.12x

Higher debt load relative to revenue than 79% of similar nonprofits.

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

Net Margin

14th percentile

-39%

Higher net margin than 14% 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

37th percentile

-9.6%

Faster asset growth than 37% of similar nonprofits.

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

Revenue Growth

5th percentile

-89%

Faster revenue growth than 5% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$234,680

Down $25,007 (-9.6%) from 2023

Liabilities

Up

$10,214

Up $9,264 (+975%) from 2023

Net Assets

Down

$224,466

Down $34,271 (-13%) from 2023

Operations
Liabilities / Revenue79th percentileNet Margin14th percentile

Revenue

Down

$87,119

Down $704,393 (-89%) from 2023

Expenses

Down

$121,390

Down $544,861 (-82%) from 2023

Net Income

Down

-$34,271

Down $159,532 (-127%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

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

$300K$200K$100K$0Assets 2011: $131,819Liabilities 2011: $02011Assets 2012: $139,354Liabilities 2012: $3,919Net Assets 2012: $135,4352012Assets 2013: $119,281Liabilities 2013: $02013Assets 2014: $97,718Liabilities 2014: $02014Assets 2015: $86,499Liabilities 2015: $02015Assets 2016: $62,154Liabilities 2016: $02016Assets 2017: $171,791Liabilities 2017: $0Net Assets 2017: $171,7912017Assets 2018: $234,558Liabilities 2018: $0Net Assets 2018: $234,5582018Assets 2019: $223,497Net Assets 2019: $223,4972019Assets 2020: $240,408Net Assets 2020: $240,4082020Assets 2021: $251,066Liabilities 2021: $6,047Net Assets 2021: $245,0192021Assets 2022: $138,076Liabilities 2022: $4,600Net Assets 2022: $133,4762022Assets 2023: $259,687Liabilities 2023: $950Net Assets 2023: $258,7372023Assets 2024: $234,680Liabilities 2024: $10,214Net Assets 2024: $224,4662024

Highlighted filing

2024

Assets$234,680
Liabilities$10,214
Net Assets$224,466
Open 2024 Filing

Operations Trend

Revenue Growth5th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $170,045Expenses 2011: $142,931Net Income 2011: $27,1142011Revenue 2012: $467,860Expenses 2012: $442,094Net Income 2012: $25,7662012Revenue 2013: $74,726Expenses 2013: $94,798Net Income 2013: -$20,0722013Revenue 2014: $99,325Expenses 2014: $120,888Net Income 2014: -$21,5632014Revenue 2015: $117,602Expenses 2015: $128,820Net Income 2015: -$11,2182015Revenue 2016: $111,501Expenses 2016: $135,847Net Income 2016: -$24,3462016Revenue 2017: $320,897Expenses 2017: $211,260Net Income 2017: $109,6372017Revenue 2018: $600,746Expenses 2018: $537,979Net Income 2018: $62,7672018Revenue 2019: $130,253Expenses 2019: $141,237Net Income 2019: -$10,9842019Revenue 2020: $52,919Expenses 2020: $36,084Net Income 2020: $16,8352020Revenue 2021: $52,798Expenses 2021: $48,187Net Income 2021: $4,6112021Revenue 2022: $81,042Expenses 2022: $192,185Net Income 2022: -$111,1432022Revenue 2023: $791,512Expenses 2023: $666,251Net Income 2023: $125,2612023Revenue 2024: $87,119Expenses 2024: $121,390Net Income 2024: -$34,2712024

Highlighted filing

2024

Revenue$87,119
Expenses$121,390
Net Income-$34,271
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$234,680
Liabilities
$10,214
Net assets
$224,466
Revenue
$87,119
Expenses
$121,390
Net income
-$34,271
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.35$0.10$2.24$0.87$1.21$0.34
2023Detailed filing. Detailed filing data is available for this year.$2.60$0.01$2.59$7.92$6.66$1.25
2022Detailed filing. Detailed filing data is available for this year.$1.38$0.05$1.33$0.81$1.92$1.11
2021Detailed filing. Detailed filing data is available for this year.$2.51$0.06$2.45$0.53$0.48$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.40$2.40$0.53$0.36$0.17
2019Detailed filing. Detailed filing data is available for this year.$2.23$2.23$1.30$1.41$0.11
2018Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$6.01$5.38$0.63
2017Summary only. Only limited summary data is available for this year.$1.72$0.00$1.72$3.21$2.11$1.10
2016Summary only. Only limited summary data is available for this year.$0.62$0.00$1.12$1.36$0.24
2015Summary only. Only limited summary data is available for this year.$0.86$0.00$1.18$1.29$0.11
2014Summary only. Only limited summary data is available for this year.$0.98$0.00$0.99$1.21$0.22
2013Summary only. Only limited summary data is available for this year.$1.19$0.00$0.75$0.95$0.20
2012Summary only. Only limited summary data is available for this year.$1.39$0.04$1.35$4.68$4.42$0.26
2011Summary only. Only limited summary data is available for this year.$1.32$0.00$1.70$1.43$0.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 2, 2025
Return Version
2024v5.2
Gross Receipts
$87,119
Mission and Program Overview

Mission

Provides continuing education to treasury and finance professionals and provides peer networking opportunities for sharing ideas. Activities include monthly education program meetings, one full day education conference, every 5 years act as hosting org for state-wide 3 day education converence.

To offer continuing Treasury/Finance education locally by providing quality programs on the important issues affecting the treasury and financial profession and developing a peer networking group for members to share ideas.

Program Services

DescriptionGrantsExpenses
We successfully hosted seven meetings that each presented a different topic to aid the membership in education and continued education credits. We held our annual all-day conference which offered education, continued education, and networking for DFW professionals. We also hosted two networking social events for the membership to interact in a more informal setting.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joan M CalhounPresident-$0--
John Smithson IIIVice President-$0--
Connor CosgroveTreasurer-$0--
Yaritza BynumSecretary-$0--
Nitixa PatelProgram Cochair-$0--
Archie WoodsProgram Cochair-$0--
Matthew RoushEvents Chair-$0--
Micah FewinSpons Chair-$0--
Jessica SegebarthMemb Cochair-$0--
Gayle BartonMemb Cochair-$0--
Filing and Contact Details

Filer

Filer Name
Dallas Association for Financial
EIN
75-2685180
Phone
9188502020
Address
PO Box 650823, Dallas, TX 75265

Signing Officer

Name
Micah Fewin
Title
Treasurer
Signed
2025-09-02
Discuss with paid preparer
Yes

Preparer

Firm
CMRosen LLC
Address
17440 Dallas Pkwy Ste 218, Dallas, TX 75287
Preparer
Chad M Rosen CPA
Phone
9728181400
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $7231”

Other Expenses.1002

“Office Expenses $4785”

Other Expenses.1003

“Information Technology $1034”

Other Expenses.1007

“Conferences, Conventions, and Meetings $96471”

Other Expenses.1012

“Insurance $4517”

Other Expenses.1

“Dues and Subscriptions $1116”

Other Expenses.2

“Business Expenses $209”

Total Liabilities.1

“Credit Card Liabilities - Beginning $950 Credit Card Liabilities - Ending $10214”

Raw XML Appendix145 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Dallas
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075265
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IRS990EZ/ExcessOrDeficitForYearAmt0-34271
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InvestmentIncomeAmt013524
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt049430
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0258737
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0224466
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Joan M Calhoun
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1John Smithson III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Connor Cosgrove
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Yaritza Bynum
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Nitixa Patel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Archie Woods
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Matthew Roush
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Micah Fewin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Jessica Segebarth
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Gayle Barton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Program CoChair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Program CoChair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Events Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Spons Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Memb CoChair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Memb CoChair
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0115363
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To offer continuing Treasury/Finance education locally by providing quality programs on the important issues affecting the treasury and financial profession and developing a peer networking group for members to share ideas.
IRS990EZ/ProgramServiceRevenueAmt024165
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0We successfully hosted seven meetings that each presented a different topic to aid the membership in education and continued education credits. We held our annual all-day conference which offered education, continued education, and networking for DFW professionals. We also hosted two networking social events for the membership to interact in a more informal setting.
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt087119
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0dallasafp.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $7231
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $4785
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $1034
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Business Expenses $209
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Total Liabilities.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Micah Fewin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-02
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Professionals
ReturnHeader/Filer/BusinessNameControlTxt0DALL
ReturnHeader/Filer/EIN0752685180
ReturnHeader/Filer/PhoneNum09188502020
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 650823
ReturnHeader/Filer/USAddress/CityNm0Dallas
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075265
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271661785
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CMRosen LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017440 Dallas Pkwy Ste 218
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dallas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075287
ReturnHeader/PreparerPersonGrp/PhoneNum09728181400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Chad M Rosen CPA
ReturnHeader/ReturnTs02025-09-02T16:08:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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