San Antonio Association For Financial Professionals

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 742323129 ✦ San antonio, TX ✦ Designated as a 501(c)(6)

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Overview

What is San Antonio Association For Financial Professionals?

The San Antonio Association for Financial Professionals is a local educational platform, situated in San Antonio. It serves as a gathering point for individuals connected to various finance-related fields, organizing regular luncheons and networking events. The association's primary objective is to stimulate the exchange of ideas within the finance sector by providing a conducive environment for interaction. To enhance its services, the association's leadership conducts an annual board retreat, brainstorming and planning improvements such as a user-friendly website offering pertinent information.


Official website here: www.sanantonioafp.org

Is San Antonio Association For Financial Professionals legitimate?

San Antonio Association For Financial Professionals is a legitimate nonprofit organization registered as a 501(c)(6) entity. San Antonio Association For Financial Professionals submitted a form 990EZ, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Official website here: www.sanantonioafp.org

What is the mission statement of San Antonio Association For Financial Professionals?

The San Antonio Association for Financial Professionals serves as a regional educational platform, organizing regular luncheons and networking events for individuals in the finance sector. Their primary objective is to offer a platform for professionals to exchange ideas and concepts related to their field. The association's officers and directors engage in an annual board retreat to strategize and enhance their services, which may include developing a user-friendly website to provide relevant information to their members.


Official website here: www.sanantonioafp.org

Who is the CEO of San Antonio Association For Financial Professionals?

Jenise Diaz Cpa is the President of San Antonio Association For Financial Professionals.


Official website here: www.sanantonioafp.org

What is the revenue of San Antonio Association For Financial Professionals?

San Antonio Association For Financial Professionals's revenue in 2022 was $24,445.


Official website here: www.sanantonioafp.org

Who are the executives of San Antonio Association For Financial Professionals and what are their salaries?


Here are 11 key members and their salaries:


Kristie Medrano (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Denise Smith (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Dawn Lothringer Ccm (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Alvin Shenk Ctp (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Yvette Gonzalez (Vp Of Venues)
  • Compensation: $0
  • Related: $0
  • Other: $0
Yobany Mayen (Vp Of Programs)
  • Compensation: $0
  • Related: $0
  • Other: $0
Steven Espinoza (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Marci Payne Ctp (Past President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jeremy Ryan (Vp Of Membership)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jenise Diaz Cpa (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jeanette Mosleycpactpcgma (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.sanantonioafp.org

Where can I find the form 990EZ for San Antonio Association For Financial Professionals?

San Antonio Association For Financial Professionals's most recent form 990EZ was submitted in 2022 and can be accessed here.


Official website here: www.sanantonioafp.org

Learn more at the official website: www.sanantonioafp.org

Mission Statement of San Antonio Association For Financial Professionals

The San Antonio Association for Financial Professionals serves as a regional educational platform, organizing regular luncheons and networking events. Its primary objective is to cater to individuals immersed in various sectors of the finance industry. By providing such forums, the association fosters an environment for the exchange of innovative concepts and ideas within the profession. The organization's officers and directors convene an annual board retreat to strategize and enhance the services they offer to their members. As a result, they have developed a user-friendly website that disseminates pertinent information to their membership base.

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Impact




October, 2024

The San Antonio Association For Financial Professionals significantly enhances the finance community in San Antonio by providing a platform for education and networking. Through regular educational luncheons and events, the organization fosters collaboration among finance professionals, facilitating the exchange of ideas and best practices.

The networking opportunities created by the association enable members to connect with peers, share insights, and build relationships that can lead to career advancement and professional growth. Additionally, the association's commitment to continuously improving member services—including the development of an informational website—ensures that professionals in the finance sector have access to the resources they need to stay informed and competitive.

Furthermore, the annual board retreat allows leadership to assess member needs and strategically plan for the future, ensuring that the organization remains a vital resource within the community. Through these efforts, the San Antonio Association For Financial Professionals plays a crucial role in the professional development of finance individuals and the overall advancement of the finance industry in the region.




This information is meant to be a general summary of San Antonio Association For Financial Professionals. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$24,445 (2022)
Expenses
$40,015 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Investment Income: $1,160
  • Program Service Revenue: $2,350
  • Gross Receipts: $24,445

Assets and Liabilities:

  • Total Assets: $264,204
  • Total Liabilities: $0
  • Net Assets: $264,204

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Organization Details

Principal Officer

Jenise Diaz Cpa

Main Address

PO BOX 47862, SAN ANTONIO, TX, 78265

NTEE Category

Code: S41 - Community improvement

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