Nonprofit · EIN 74-2323129
SAN ANTONIO ASSOCIATION FOR FINANCIAL PROFESSIONALS
Tax-exempt · SAN ANTONIO, TX 78265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $238,861 | $298,565 | -$59,704 | $179,685 | $0 | $179,685 |
| December 31, 2023 | 990-EZ | $29,206 | $54,021 | -$24,815 | $239,389 | $0 | $239,389 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $228,785
- Investment income
- $2,019
- Other revenue
- $8,057
Expenses
- Grants and similar amounts paid
- $500
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Travel
- $80,000
Balance sheet and other
- Total assets, start of year
- $239,389
- Total assets, end of year
- $179,685
- Total liabilities, end of year
- $0
- Net assets, end of year
- $179,685
- Net assets without donor restrictions
- $179,685
- Gross receipts
- $238,861
- Employees
- 0
- Volunteers
- 12
- Year formed
- 1987
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| YVETTE GONZALEZ | DIRECTOR Trustee or director | 1 | $0 |
| ALVIN SHENK | DIRECTOR Trustee or director | 1 | $0 |
| DAWN LOTHRINGER | DIRECTOR Trustee or director | 1 | $0 |
| JENISE BEST | DIRECTOR Trustee or director | 1 | $0 |
| SHAWNA KREPPS | DIRECTOR Trustee or director | 1 | $0 |
| TODD MARTIN | DIRECTOR Trustee or director | 1 | $0 |
| YOBANY MAYEN | PRESIDENT Trustee or director, Officer | 2 | $0 |
| ROCIO GONZALEZ | VICE PRESIDENT OF PROGRAMS Trustee or director, Officer | 2 | $0 |
| JEANETTE MOSLEY | VICE PRESIDENT OF VENUES Trustee or director, Officer | 2 | $0 |
| ANNIE RANKIN | VICE PRESIDENT OF MEMBERSHIP Trustee or director, Officer | 2 | $0 |
| KRISTIE MEDRANO | TREASURER Trustee or director, Officer | 2 | $0 |
| HEATHER J HEPP | SECRETARY Trustee or director, Officer | 2 | $0 |
990-EZ for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTIE MEDRANO | TREASURER | 2 | $0 |
| JENISE BEST | PRESIDENT | 2 | $0 |
| MARCI GARCIA | VICE PRESIDENT OF PUBLIC RELATIONS | 1 | $0 |
| HEATHER HEPP | SECRETARY | 1 | $0 |
| YVETTE GONZALEZ | VP OF VENUES | 1 | $0 |
| YOBANY MAYEN | VP OF PROGRAMS | 2 | $0 |
| JEREMY RYAN | VP OF MEMBERSHIP | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 47862, SAN ANTONIO, TX 78265-8862
- Mailing address (990-N for 2013)
- PO BOX 47862, SAN ANTONIO TX 78265
- Principal officer (990 for 2024)
- KRISTIE MEDRANO, PO BOX 47862, SAN ANTONIO, TX 78265
- Principal officer (990-N for 2013)
- MICAH S VALINE, PO BOX 47862, SAN ANTONIO TX 78265
- Signed the 990
- KRISTIE MEDRANO, TREASURER
- Phone
- (210) 646-8811
- Website
- SATMA.ORG
- Return prepared by
- CALVETTI FERGUSON
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.
Program accomplishments
- 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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 74-2323129
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Exempt since
- 1989
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $179,685
- Income (IRS master file)
- $238,861
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $238,861 | $298,565 | $179,685 | XML |
| 990-EZ | December 2023 | $29,206 | $54,021 | $239,389 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-N for 2013 Officer: MICAH S VALINE | December 31, 2013 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 74-2323129).
Questions about SAN ANTONIO ASSOCIATION FOR FINANCIAL PROFESSIONALS
- What is the EIN of SAN ANTONIO ASSOCIATION FOR FINANCIAL PROFESSIONALS?
- The employer identification number (EIN) of SAN ANTONIO ASSOCIATION FOR FINANCIAL PROFESSIONALS is 74-2323129.
- Is SAN ANTONIO ASSOCIATION FOR FINANCIAL PROFESSIONALS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1989.
- Which annual return does SAN ANTONIO ASSOCIATION FOR FINANCIAL PROFESSIONALS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SAN ANTONIO ASSOCIATION FOR FINANCIAL PROFESSIONALS due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAN ANTONIO ASSOCIATION FOR FINANCIAL PROFESSIONALS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SAN ANTONIO ASSOCIATION FOR FINANCIAL PROFESSIONALS?
- The 990 for the year ended December 31, 2024 names KRISTIE MEDRANO.
- Who are the officers and directors of SAN ANTONIO ASSOCIATION FOR FINANCIAL PROFESSIONALS?
- The 990 for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
- How much revenue does SAN ANTONIO ASSOCIATION FOR FINANCIAL PROFESSIONALS have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $238,861, expenses of $298,565 and total assets of $179,685 at year end.
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