NonprofitsSan Antonio Association For Financial Professionals

San Antonio Association For Financial Professionals

SAN ANTONIO, TX

Total revenue

$239K

Total expenses

$299K

Net assets

$180K

Grants received

EIN

742323129

Tax year

2024

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 professional credentials, 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.

Programs

2 programs

An annual board retreat is held by the officers and directors of the san antonio association for financial professionals where plans are made for the coming year to provide new and/or improved services to the members such as a web site that provides information to the members. This website also has job postings, monthly meeting information, and educational history for ctp, ccm, and fp&a member's reporting requirements.since texpo is only held by san antonio every 5 years, the texpo proceeds along with membership fees support the services and educational opportunies in the off years for all activities and services offered by the association to the members and provides some funds as upfront money for the next texpo san antonio will hold. It also allows saafp to operate and avoid raising member dues in order to operate.throughout the years, meeting and administrative expenses are incurred while providing treasury and finance education and training to the members. The association sponsors a community organization in the city annually, and has approximately 80 members.the next texpo will be held in san antonio, april 27-29 2024 with approximately 1000 attendees. It also allows saafp to operate and avoid raising member dues to operate.

Throughout the years, meeting and administrative expenses are incurred while providing treasury and finance education and training to the members.the association sponsors a community organization in the city annually and has approximately 100 members.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$229K
Investment income$2K
Other revenue$8K
Total revenue$239K

Expenses

Grants paid$500
Salaries & benefits
Fundraising
Other expenses$298K
Total expenses$299K
Total assets$180K
Net assets$180K

People

12 listed

NameRoleCompensation

YVETTE GONZALEZ

DIRECTOR

Board

1 hrs/wk

ALVIN SHENK

DIRECTOR

Board

1 hrs/wk

DAWN LOTHRINGER

DIRECTOR

Board

1 hrs/wk

JENISE BEST

DIRECTOR

Board

1 hrs/wk

SHAWNA KREPPS

DIRECTOR

Board

1 hrs/wk

TODD MARTIN

DIRECTOR

Board

1 hrs/wk

YOBANY MAYEN

PRESIDENT

Board

2 hrs/wk

ROCIO GONZALEZ

VICE PRESIDENT OF PROGRAMS

Board

2 hrs/wk

JEANETTE MOSLEY

VICE PRESIDENT OF VENUES

Board

2 hrs/wk

ANNIE RANKIN

VICE PRESIDENT OF MEMBERSHIP

Board

2 hrs/wk

KRISTIE MEDRANO

TREASURER

Board

2 hrs/wk

HEATHER J HEPP

SECRETARY

Board

2 hrs/wk

Details

EIN742323129
Subsection06
Ruling date1989-06
Formed1987
Employees0
Volunteers12
SAN ANTONIO ASSOCIATION FOR FINANCIAL PROFESSIONALS — Mission, Financials & Grants Received | Grantivo