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Nonprofit · EIN 75-2685180

DALLAS ASSOCIATION FOR FINANCIAL PROFESSIONALS

Tax-exempt · DALLAS, TX 75265

Financials

$792K$666K2023$87K$121K2024$103K$101K2025
Revenue Expenses · by fiscal year end
Financials of DALLAS ASSOCIATION FOR FINANCIAL PROFESSIONALS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$102,837$100,540$2,297$226,763–$226,763
December 31, 2024990-EZ$87,119$121,390-$34,271$234,680$10,214$224,466
December 31, 2023990$791,512$666,251$125,261$259,687$950$258,737
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Membership dues
$48,387
Program service revenue
$45,420
Investment income
$9,030

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$7,524
Other expenses
$93,016

Balance sheet and other

Total assets, start of year
$234,680
Total assets, end of year
$226,763
Total liabilities, end of year
–
Net assets, end of year
$226,763
Cash, savings and investments
$226,763
Gross receipts
$102,837

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-EZ for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Kas HenryProgram CoChair2$0
Tracy KantrowitzEvents Chair2$0
John Smithson IIIPresident4$0
Connor CosgroveVice President4$0
Yaritza BynumSecretary4$0
Emily HowellSponsor Chair2$0
Matt DaviesMemb CoChair2$0
Archie WoodsProgram CoChair2$0
Micah FewinTreasurer4$0
Jessica SegebarthMemb CoChair2$0
990-EZ for the year ended December 31, 2024: 10 people
NameTitleHours / weekCompensation
Joan M CalhounPresident4$0
John Smithson IIIVice President4$0
Connor CosgroveTreasurer4$0
Yaritza BynumSecretary4$0
Nitixa PatelProgram CoChair2$0
Archie WoodsProgram CoChair2$0
Matthew RoushEvents Chair2$0
Micah FewinSpons Chair2$0
Jessica SegebarthMemb CoChair2$0
Gayle BartonMemb CoChair2$0
990 for the year ended December 31, 2023: 10 people
NameTitleHours / weekCompensation
Joan M CalhounPresident
Trustee or director, Officer
4$0
John Smithson IIIVice President
Trustee or director, Officer
4$0
Connor CosgroveTreasurer
Trustee or director, Officer
4$0
Yaritza BynumSecretary
Trustee or director, Officer
4$0
Nitixa PatelProgram CoChair
Trustee or director
2$0
Archie WoodsProgram CoChair
Trustee or director
2$0
Matthew RoushEvents Chair
Trustee or director
2$0
Micah FewinSpons Chair
Trustee or director
2$0
Jessica SegebarthMemb CoChair
Trustee or director
2$0
Gayle BartonMemb CoChair
Trustee or director
2$0

Address and contacts

Address (IRS master file)
PO BOX 650823, DALLAS, TX 75265-0823
In care of
% SUSAN STAMPER
Signed the 990-EZ
Micah Fewin, Treasurer
Phone
(918) 850-2020
Return prepared by
CMRosen LLC

Mission

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.

990-EZ for the year ended December 31, 2025

Program accomplishments

  • We successfully hosted seven 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 also hosted two networking social events for the membership to interact in a more informal setting.

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-EZ on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
75-2685180
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1997
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$226,763
Income (IRS master file)
$102,837

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$102,837$100,540$226,763XML
990-EZDecember 2024$87,119$121,390$234,680XML
990December 2023$791,512$666,251$259,687XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990December 2018–––IRS

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 75-2685180).

Questions about DALLAS ASSOCIATION FOR FINANCIAL PROFESSIONALS

What is the EIN of DALLAS ASSOCIATION FOR FINANCIAL PROFESSIONALS?
The employer identification number (EIN) of DALLAS ASSOCIATION FOR FINANCIAL PROFESSIONALS is 75-2685180.
Is DALLAS ASSOCIATION FOR FINANCIAL PROFESSIONALS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1997.
Are donations to DALLAS ASSOCIATION FOR FINANCIAL PROFESSIONALS tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does DALLAS 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 DALLAS ASSOCIATION FOR FINANCIAL PROFESSIONALS due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did DALLAS ASSOCIATION FOR FINANCIAL PROFESSIONALS last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
Who are the officers and directors of DALLAS ASSOCIATION FOR FINANCIAL PROFESSIONALS?
The 990-EZ for the year ended December 31, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does DALLAS ASSOCIATION FOR FINANCIAL PROFESSIONALS have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $102,837, expenses of $100,540 and total assets of $226,763 at year end.

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