2025-11-17T17:24:09-06:00 2024-12-31 134255527 CALVETTI FERGUSON 250 W NOTTINGHAM DR SUITE 100 SAN ANTONIO TX 78209 990 2024-01-01 742323129 SAN ANTONIO ASSOCIATION FOR FINANCIAL PROFESSIONALS SANA 2106468811 PO BOX 47862 SAN ANTONIO TX 78265 KRISTIE MEDRANO TREASURER 2106468811 2025-11-17 1 1 KIMIKO BACA P01268795 2105363200 2024 2025-03-06 01:10:19Z KRISTIE MEDRANO PO BOX 47862 SAN ANTONIO TX 78265 238861 0 X SANANTONIOAFP.ORG X 1987 TX 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. 12 12 0 12 0 0 0 0 2700 228785 2816 2019 23690 8057 29206 238861 1000 500 0 0 0 0 2338 0 0 50683 298065 54021 298565 -24815 -59704 239389 179685 0 0 239389 179685 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. 0 0 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 2024. 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. 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. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 0 0 0 X X JEANETTE MOSLEY CPA CTP CGMA 2106468811 PO BOX 47862 SAN ANTONIO TX 78265 X YVETTE GONZALEZ DIRECTOR 1.00 X 0 0 0 ALVIN SHENK DIRECTOR 1.00 X 0 0 0 DAWN LOTHRINGER DIRECTOR 1.00 X 0 0 0 JENISE BEST DIRECTOR 1.00 X 0 0 0 SHAWNA KREPPS DIRECTOR 1.00 X 0 0 0 TODD MARTIN DIRECTOR 1.00 X 0 0 0 YOBANY MAYEN PRESIDENT 2.00 X X 0 0 0 ROCIO GONZALEZ VICE PRESIDENT OF PROGRAMS 2.00 X X 0 0 0 JEANETTE MOSLEY VICE PRESIDENT OF VENUES 2.00 X X 0 0 0 ANNIE RANKIN VICE PRESIDENT OF MEMBERSHIP 2.00 X X 0 0 0 KRISTIE MEDRANO TREASURER 2.00 X X 0 0 0 HEATHER J HEPP SECRETARY 2.00 X X 0 0 0 0 0 0 0 0 0 0 0 TEXPO FEES 900099 196870 196870 EMBERSHIP DUES 900099 28515 28515 EDUCATIONAL SEMINAR SP 900099 3400 3400 228785 2019 2019 MISCELLANEOUS INCOME 900099 8057 8057 8057 238861 236842 0 2019 500 9000 54307 14719 10107 80000 57080 2888 CONSULTING FEES 52669 MISCELLANEOUS 12909 PROFESSIONAL SERVICES 2807 ATTA 1579 298565 239389 179685 239389 179685 0 0 0 0 X 239389 179685 239389 179685 239389 179685 -59704 0 X 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS PROVIDED TO THE BOARD FOR REVIEW, QUESTIONS AND APPROVAL PRIOR TO SUBMITTING TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12 THE MEMBERS OF THE BOARD AND STAFF REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY. POTENTIAL CONFLICTS ARE DISCLOSED TO THE BOARD FOR REVIEW AND ACTION, IF NEEDED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC FOR INSPECTION AT THE ORGANIZATION'S REGULAR PLACE OF BUSINESS, DURING NORMAL BUSINESS HOURS.