San Antonio Association for Financial Professionals
Public records raise at least one point you should look into before giving.
What it says it does
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.
- Income
- $238,861
- Spending
- $298,565
- Employees
- 0
- Volunteers
- 12
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. How we rate
Financial health
We do not score finances when yearly spending is very small or the return has too little detail. The ratios stop meaning much at that size.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. How we rate
Governance
This return does not answer enough of the governance questions to score.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (3)
- 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.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(6) business league.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.
Are donations tax-deductible? Caution.
Not on the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending December 2024.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since June 1989.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.