Liabilities / Assets
85th percentile
Higher debt load relative to assets than 85% of similar nonprofits.
Association for Financial Professionals
EIN 58-1424769 • 501(c)6 • Rockville, MD
Profile
To be the preferred global resource and advocate for the finance profession.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.60x
Liabilities / Revenue
80th percentile
Higher debt load relative to revenue than 80% of similar nonprofits.
Net Margin
28th percentile
Higher net margin than 28% of similar nonprofits.
Top Officer Pay
92nd percentile
Higher top officer pay than 92% of similar nonprofits.
Top officer pay equals 7.3% of source-year revenue.
Asset Growth
46th percentile
Faster asset growth than 46% of similar nonprofits.
Revenue Growth
55th percentile
Faster revenue growth than 55% of similar nonprofits.
Balance Sheet
Assets
Up$31,567,749
Up $1,920,126 (+6.5%) from 2023
Liabilities
Up$18,912,553
Up $1,231,397 (+7.0%) from 2023
Net Assets
Up$12,655,196
Up $688,729 (+5.8%) from 2023
Revenue
Up$23,421,781
Up $1,942,408 (+9.0%) from 2023
Expenses
Up$23,470,831
Up $1,722,675 (+7.9%) from 2023
Net Income
Up-$49,050
Up $219,733 (+82%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $31,567,749
- Liabilities
- $18,912,553
- Net assets
- $12,655,196
- Revenue
- $23,421,781
- Expenses
- $23,470,831
- Net income
- -$49,050
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2023 to Jun 30, 2024
- Signed
- May 14, 2025
- Return Version
- 2023v6.0
- Gross Receipts
- $41,783,596
Mission and Program Overview
Mission
To be the preferred global resource and advocate for the finance profession.
SEE SCHEDULE O
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments Other Securities | $14,636,649 | $13,598,918 | ▼ $1,037,731 |
| Savings and Temporary Cash Investments | $7,202,667 | $10,114,928 | ▲ $2,912,261 |
| Intangible Assets | $854,114 | $1,313,837 | ▲ $459,723 |
| Investments in Publicly Traded Securities | $1,368,083 | $1,292,728 | ▼ $75,355 |
| Prepaid Expenses and Deferred Charges | $1,663,211 | $1,230,614 | ▼ $432,597 |
| Land, Buildings, and Equipment, Net | $452,484 | $448,366 | ▼ $4,118 |
| Accounts Receivable | $119,398 | $323,093 | ▲ $203,695 |
| Cash and Non-Interest-Bearing Accounts | $0 | $0 | → $0 |
| Other Notes and Loans Receivable, Net | $0 | $0 | → $0 |
| Pledges and Grants Receivable | $0 | $0 | → $0 |
| Receivable From Disqualified Prsn | $0 | $0 | → $0 |
| Receivables From Officers Etc | $0 | $0 | → $0 |
| Investments Program Related | $0 | $0 | → $0 |
| Inventories for Sale or Use | $0 | $0 | → $0 |
| Loans From Officers Directors | $0 | $0 | → $0 |
| Total Assets | $29,647,623 | $31,567,749 | ▲ $1,920,126 |
| Other Assets Total | $3,351,017 | $3,245,265 | ▼ $105,752 |
| Liabilities | |||
| Deferred Revenue | $11,475,611 | $12,321,966 | ▲ $846,355 |
| Accounts Payable and Accrued Expenses | $2,869,459 | $3,365,237 | ▲ $495,778 |
| Other Liabilities | $3,336,086 | $3,225,350 | ▼ $110,736 |
| Grants Payable | $0 | $0 | → $0 |
| Mortgage Notes Payable Secured by Investment Property | $0 | $0 | → $0 |
| Unsecured Notes Loans Payable | $0 | $0 | → $0 |
| Escrow Account Liability | $0 | $0 | → $0 |
| Tax Exempt Bond Liabilities | $0 | $0 | → $0 |
| Total Liabilities | $17,681,156 | $18,912,553 | ▲ $1,231,397 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $11,966,467 | $12,655,196 | ▲ $688,729 |
| Net Assets With Donor Restrictions | $0 | $0 | → $0 |
| Total Net Assets Fund Balance | $11,966,467 | $12,655,196 | ▲ $688,729 |
| Total Liabilities and Net Assets / Fund Balance | $29,647,623 | $31,567,749 | ▲ $1,920,126 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Land Buildings | $448,366 | $3,170,415 | $3,618,781 |
| Other Assets Org | $19,915 | - | - |
| Other Securities | $2,514,912 | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| James Kaitz | President, CEO | FT | $796,212 | $907,312 | $1,703,524 |
| Himashi Soriano | Director - Apac | FT | $191,993 | $461,446 | $653,439 |
| Jeff Glenzer | Executive VP, COO | FT | $367,242 | $165,685 | $532,927 |
| Patrick Culkin | Executive VP | FT | $367,242 | $165,401 | $532,643 |
| Melissa Rawak | Md - Membership, Mktg, Events | FT | $245,896 | $101,213 | $347,109 |
| Francine Hope-pressley | Chief Financial Officer | FT | $241,839 | $105,092 | $346,931 |
| Galina Kozachenko | Md - Strategy, Analytics, Tech |