AUSTIN ASSOCIATION FOR FINANCIAL PROFESSIONALS INC (EIN 743017428) - 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

2001

Legal Domicile

Phone

5126695560

Tax Period

2022-01-01 to 2022-12-31

AUSTIN ASSOCIATION FOR FINANCIAL PROFESSIONALS INC, founded in 2001, is a small nonprofit in the Community Improvement sector that reported $551K in total revenue in fiscal year 2022. Revenue surged 296% from the prior year, signaling strong growth momentum. Expenses of $484K left a modest 12% surplus.

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.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $550,798

Investment Income $579

Other Revenue $0

TOTAL REVENUE $551,377

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $483,629

TOTAL EXPENSES $483,629

Year-over-Year Comparison

	2022	2021	Change
Revenue	$551,377	$139,167	+3.0%
Expenses	$483,629	$93,903	+4.2%
Net Income	$67,748	$45,264	+0.5%

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

N/A

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
CHRIS HARRISON	President	2.00	Officer	$0	$0	$0
BEATRIZ SALDIVAR	VP OF COMMUNIC.	0.50	Officer	$0	$0	$0
ANITA TRAPP	VP OF MEMBERSHP	0.25	Officer	$0	$0	$0
JAVIER GARCIA	SEC./TREASURER	2.00	Officer	$0	$0	$0
MARGIE PETRU	ATTA REP	2.00	Officer	$0	$0	$0
LINDA HORTON	CHAPTER ADMIN.	3.75	Officer	$0	$0	$0
CASSANDRA WIGGINS	ATTA REP.	2.00	Officer	$0	$0	$0
GANAE HEMPE	VP OF PROGRAMS	1.00	Officer	$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
2022	$551,377	$483,629	$323,858	$67,748

AUSTIN ASSOCIATION FOR FINANCIAL PROFESSIONALS INC