2024-10-30T16:49:09-07:00 2023-12-31 271661785 CMRosen LLC 17440 Dallas Pkwy Ste 218 Dallas TX 75287 990 2023-01-01 752685180 Dallas Association for Financial Professionals DALL 9188502020 PO Box 650823 Dallas TX 75265 Connor Cosgrove Treasurer 2024-10-30 true true Chad M Rosen CPA P01071321 9728181400 2023 2024-10-15 13:58:12Z Joan M Calhoun PO Box 650823 Dallas TX 75265 791512 false X dallasafp.org X 1990 TX 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. 10 10 0 30 0 0 790508 1004 0 791512 0 0 0 0 0 666251 666251 125261 138076 259687 4600 950 133476 258737 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. false false We successfully hosted 8 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 hosted a networking social for the membership to interact in a more informal setting. Also, we hosted a conference for all Texas regional chapters for education, collaboration, and networking. false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 0 0 false 0 false false false false false false false false X 10 10 false false false false true false false true true false false true true false false true true false false false X Connor Cosgrove 9188502020 PO Box 650823 Dallas TX 75265 X Joan M Calhoun President 4.00 0.00 X X 0 0 0 John Smithson III Vice President 4.00 0.00 X X 0 0 0 Connor Cosgrove Treasurer 4.00 0.00 X X 0 0 0 Yaritza Bynum Secretary 4.00 0.00 X X 0 0 0 Nitixa Patel Program CoChair 2.00 0.00 X 0 0 0 Archie Woods Program CoChair 2.00 0.00 X 0 0 0 Matthew Roush Events Chair 2.00 0.00 X 0 0 0 Micah Fewin Spons Chair 2.00 0.00 X 0 0 0 Jessica Segebarth Memb CoChair 2.00 0.00 X 0 0 0 Gayle Barton Memb CoChair 2.00 0.00 X 0 0 0 0 false false false 0 0 Conference fees 900099 745258 745258 Membership Dues & Assessments 900099 45250 45250 790508 1004 1004 0 0 0 0 0 0 0 0 791512 790508 1004 0 0 0 0 0 0 0 0 0 0 0 129 1299 0 0 0 3308 4860 4526 3496 0 0 0 0 646306 0 0 0 0 Dues and Subscriptions 1656 Business Expenses 671 0 666251 0 0 0 46097 43665 91979 216022 0 0 0 0 0 0 0 0 0 0 0 0 0 138076 259687 4600 950 4600 950 X 133476 258737 133476 258737 138076 259687 125261 X false false false false false true false Form 990, Part VI, Section A, Line 1a The Executive Committee is made up of the officers and appointed committee Chairs of the organization. It has the following powers:--Determine qualifications for membership and suspend or terminate a member for cause;--Approve any proposed change to the bylaws prior to being submitted to the membership for consideration. The Executive Committee is the final authority regarding interpretation of the bylaws;--Determine whether a vote may be taken at any regular meeting on any issue not changing the bylaws;--Determine annually the amount of membership dues, fees, and their due date(s);--Designate officers who may, as agents of the Organization, open, maintain, be signers, and close bank and investment accounts; and--Determine the Committees of the Organization as needed to maintain membership, programs, policies, procedures, conferences and other activities to meet the needs of the Organization. The duties of each committee will be determined by the President subject to approval by the Executive Committee. Form 990, Part VI, Section A, Line 6 All members consist of individuals who vote on changes to the bylaws or any other issue at the discretion of the President or a majority vote of the Executive Committee. Form 990, Part VI, Section B, Line 11b This Form 990 was provided to the Executive Committee via email for approval before filing. Form 990, Part VI, Section C, Line 19 These are available upon request.