SAN ANTONIO ASSOCIATION FOR FINANCIAL PROFESSIONALS (EIN 742323129) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Principal Officer

ALVIN SHENK

Phone

2103213368

Tax Period

2019-01-01 to 2019-12-31

SAN ANTONIO ASSOCIATION FOR FINANCIAL PROFESSIONALS, founded in 1987, is a small nonprofit that reported $234K in total revenue in fiscal year 2019. Revenue surged 787% from the prior year, signaling strong growth momentum. The organization ran a surplus of $77K, a strong 33% operating margin.

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 PROFESSIONALCREDENTIALS, 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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $27,569

Program Service Revenue $205,223

Investment Income $802

Other Revenue $0

TOTAL REVENUE $233,594

Expense Breakdown

Grants Paid $500

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $155,803

TOTAL EXPENSES $156,303

Year-over-Year Comparison

	2019	2018	Change
Revenue	$233,594	$26,321	+7.9%
Expenses	$156,303	$51,857	+2.0%
Net Income	$77,291	$-25,536	-4.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SANDI BOUCHARD	DIRECTOR	2.00	Director	$0	$0	$0
FRED GIBBONS	DIRECTOR	2.00	Director	$0	$0	$0
VALERIE BISHOP	DIRECTOR	2.00	Director	$0	$0	$0
JEANETTE MOSLEY CPA CTP CGMA	DIRECTOR	2.00	Director	$0	$0	$0
DAWN LOTHRINGER CCM	SECRETARY	2.00	Officer Director	$0	$0	$0
ALVIN SHENK CTP	TREASURER	2.00	Officer Director	$0	$0	$0
JENISE DIAZ	VICE PRESIDENT OF MEMBERSHIP	2.00	Officer Director	$0	$0	$0
MARCI PAYNE CTP	VICE PRESIDENT OF PROGRAMS	2.00	Officer Director	$0	$0	$0
JOSHUA MILEY CTP	PRESIDENT	2.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2019	$233,594	$156,303	$278,120	$77,291

SAN ANTONIO ASSOCIATION FOR FINANCIAL PROFESSIONALS