2024-11-14T16:43:14-06:00 2023-12-31 203992693 RANDY WALKER & CO 7800 IH 10 WEST STE 505 SAN ANTONIO TX 78230 990EZ 2023-01-01 742323129 SAN ANTONIO ASSOCIATION FOR FINANCIAL PROFESSIONALS SANA 2106468811 PO BOX 47862 SAN ANTONIO TX 78265 KRISTIE MEDRANO TREASURER 2106468811 2024-11-14 1 1 RANDY L WALKER CPA P00963779 2103669430 2023 2024-10-15 13:58:12Z X X SANANTONIOAFP.ORG X X 29206 X 2700 23690 2816 29206 1000 2338 166 50517 54021 -24815 264204 0 239389 264204 239389 264204 239389 0 0 264204 239389 X 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. THE SAN ANTONIO ASSOCIATION FOR FINANCIAL PROFESSIONALS [SAAFP] IS A REGIONAL EDUCATIONAL FORUM FOR INDIVIDUALS INVOLVED IN ALL ASPECTS OF THE FINANCE PROFESSION. THEY HOST EDUCATIONAL EVENTS AND PROVIDE NETWORKING OPPORTUNITES THAT FACILITATE THE EXCHANGE OF CONCEPTS AND TECHNIQUES IN THE FINANCIAL FIELD. IN ADDITION, THEIR GOAL IS TO INCREASE THE RECOGNITION OF THE FINANCE AND TREASURY PROFESSION IN THE SAN ANTONIO AREA.AMONG THE ACTIVITIES HOSTED BY THE SAN ANTONIO ASSOCIATION FOR FINANCIAL PROFESSIONALS, 10 MONTHLY EDUCATIONAL MEETINGS WERE HELD IN 2022. GUEST SPEAKERS PRESENT QUALITY SESSIONS THAT INFORM AND EDUCATE THE MEMBERS AND PROVIDE CONTINUING EDUCATION CREDITS FOR CPA, CTP, CCM, AND FP&A MEMBERS AND GUESTS THAT ATTEND THE MEETINGS.THE SAN ANTONIO ASSOCIATION FOR FINANCIAL PROFESSIONALS IS A MEMBER OF THE ALLIANCE OF TEXAS TREASURY ASSOCIATIONS WHICH BRINGS TOGETHER FIVE TEXAS ASSOCIATIONS AUSTIN, DALLAS, FT. WORTH, HOUSTON, AND SAN ANTONIO. IT IS DEDICATED TO SPONSORING AN ANNUAL EDUCATIONAL CONFERENCE, "TEXPO". TEXPO IS A CONFERENCE WHICH DRAWS ATTENDEES FROM ACROSS THE COUNTRY AND IS WIDELY RECOGNIZED AS ONE OF THE LEADING TREASURY CONFERENCES IN THE COUNTRY. SAN ANTONIO WAS THE HOST CITY IN 2015 HOLDING THE CONFERENCE ON APRIL 19-21, 2015 AND HOSTED AGAIN SEPTEMBER 2-4, 2020. APPROXIMATELY 739 ATTENDED THE 2020 VIRTUAL CONFERENCE. 0 0 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. 0 0 KRISTIE MEDRANO TREASURER 2.00 0 0 0 JENISE BEST PRESIDENT 2.00 0 0 0 MARCI GARCIA VICE PRESIDENT OF PUBLIC RELATIONS 1.00 0 0 0 HEATHER HEPP SECRETARY 1.00 0 0 0 YVETTE GONZALEZ VP OF VENUES 1.00 0 0 0 YOBANY MAYEN VP OF PROGRAMS 2.00 0 0 0 JEREMY RYAN VP OF MEMBERSHIP 1.00 0 0 0 X 0 0 0 0 0 0 0 0 JEANETTE MOSLEYCPACTPCGMA PO BOX 47862 SAN ANTONIO TX 78265 2106468811 0 0 0 0 0 0 0 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INVESTMENT INCOME. AMOUNT: 2,816. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: REGULAR PROGRAMS. AMOUNT: 39,326. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 815. DESCRIPTION: CONFERENCES, CONVENTIONS, MEETINGS. AMOUNT: 4,200. DESCRIPTION: INSURANCE. AMOUNT: 2,884. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 1,738. DESCRIPTION: ATTA. AMOUNT: 1,554. TOTAL TO FORM 990-EZ, LINE 16: 50,517. SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION SAN ANTONIO ASSOCIATION FOR FINANCIAL PROFESSIONALS P.O. BOX 47862 SAN ANTONIO, TX 78265 EMPLOYER IDENTIFICATION NUMBER: 74-2323129 FOR THE YEAR ENDING DECEMBER 31, 2023 SAN ANTONIO ASSOCIATION FOR FINANCIAL PROFESSIONALS IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F). THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.