Association for Financial Professionals
AFP's mission is to drive the future of finance and treasury and develop the leaders of tomorrow through certification, training, and the premier event for treasury and finance and to be the preferred global resource and advocate for the finance profession.
Association for Financial Professionals at a glance
- Total assets
- $34,136,351
- +8.1% vs 2024
- Revenue (2025)
- $26,902,937
- +14.9% vs 2024
- Net investment income (2025)
- $1,841,456
- +128.8% vs 2024
- Expenses (2025)
- $24,951,836
- +6.3% vs 2024
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated October 2026.
Who Association for Financial Professionals funds
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2022, annual grant giving ranged from $3K (2021) to $16K (2020). In 2022 it reported $3K in grants paid, as a total without an itemized list.
Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $34,136,351 | $26,902,937 | $24,951,836 | — | — | $1,841,456 |
| 2024 | $31,567,749 | $23,421,781 | $23,470,831 | — | — | $804,726 |
| 2023 | $29,647,623 | $21,479,373 | $21,748,156 | — | — | $288,333 |
| 2022 | $26,607,143 | $20,420,491 | $20,417,379 | $3,000 | Total only | $1,503,824 |
| 2021 | $30,134,135 | $15,069,162 | $17,434,397 | $3,000 | Total only | $1,652,213 |
| 2020 | $30,753,315 | $23,575,445 | $21,809,118 | $16,280 | 1 | $1,387,194 |
| 2019 | $33,043,455 | $25,314,503 | $23,825,649 | $8,780 | 1 | $760,506 |
"Total only": grants paid as reported on the IRS filing, which lists no individual grants for that year.
About Association for Financial Professionals
Based on IRS filings
Association for Financial Professionals is a public charity, based in Rockville, MD. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $34.1M in total assets. Net investment income was $1.8M.
Leadership & Key People
Officers and directors from IRS filings
Association for Financial Professionals is led by James Kaitz, President & CEO on every filing since 2019; 12 of 34 officers listed in 2025 are compensated.
Officers on the 2025 filing
James Kaitz
President & CEO
On filings since 2019
50 hrs/week
$1M (2019) → $1.1M (2025)
Geetanjali Tandon
Treasuer, Vice Chair & Chair
Director → Vice Chair, 2023
Vice Chair → Treasuer, Vice Chair & Chair, 2025
On filings since 2021
5 hrs/week
No compensation reported
Michael High
Chair & Former Chair
Vice Chairman - Secretary → Chair & Former Chair, 2025
On filings since 2021
5 hrs/week
No compensation reported
Thomas Hunt
Director & Treasury Services
Director - Treasury Services → Director & Treasury Services, 2025
On filings since 2019
40 hrs/week
$170K (2019) → $201K (2025)
Bryan Lapidus
Director, Fp & A
Corp Sales Executive → Director, Fp & A, 2022
On filings since 2020
40 hrs/week
$202K (2020) → $245K (2025)
Himashi Soriano
Director & Apac
Director - Apac → Director & Apac, 2025
On filings since 2020
40 hrs/week
$449K (2020) → $507K (2025)
Biniam Dawit
Director & Training Programs
Director - Training Programs → Director & Training Programs, 2025
On filings since 2023
40 hrs/week
$206K (2023) → $222K (2025)
Diane Harris
Director, Information Technology & Project Management Officer
Director - It & Project Management Officer → Director, Information Technology & Project Management Officer, 2025
On filings since 2023
40 hrs/week
$202K (2023) → $203K (2025)
Fred Schacknies
Director Treasuer & Vice Chair
Director → Director Treasuer & Vice Chair, 2025
On filings since 2019
5 hrs/week
No compensation reported
Eric Ellis
Director
On filings since 2021
5 hrs/week
No compensation reported
Tracy Butler
Director
On filings since 2021
5 hrs/week
No compensation reported
Jeff Altman
Director
On filings since 2023
5 hrs/week
No compensation reported
Joel Campbell
Director
On filings since 2023
5 hrs/week
No compensation reported
Camille King
Director
New on the 2025 filing
5 hrs/week
No compensation reported
Gaileon Thompson
Director
New on the 2025 filing
5 hrs/week
No compensation reported
Gina Collis
Secretary & Director
New on the 2025 filing
5 hrs/week
No compensation reported
Mario Vasquez
Director
New on the 2025 filing
5 hrs/week
No compensation reported
May Vang
Director
New on the 2025 filing
5 hrs/week
No compensation reported
Meredith Vance
Director
New on the 2025 filing
5 hrs/week
No compensation reported
Sassan Parandeh
Director, Vice Chair & Secretary
New on the 2025 filing
5 hrs/week
No compensation reported
Sherri Speaks
Director
New on the 2025 filing
5 hrs/week
No compensation reported
Susan Glass
Director
New on the 2025 filing
5 hrs/week
No compensation reported
Tamara Saront-Eisner
Director
New on the 2025 filing
5 hrs/week
No compensation reported
Terri Mimms
Director
New on the 2025 filing
5 hrs/week
No compensation reported
Tom Russell
Director
New on the 2025 filing
5 hrs/week
No compensation reported
William Washington III
Director
New on the 2025 filing
5 hrs/week
No compensation reported
Galina Kozachenko
Md - Strategy, Analytics & Technology
Md-Strategy, Analytics & Tech → Md - Strategy, Analytics & Tech, 2021
Md - Strategy, Analytics & Tech → Md - Strategy, Analytics & Technology, 2025
On filings since 2019
50 hrs/week
$200K (2019) → $294K (2025)
Jeff Glenzer
Executive Vice President & COO
On filings since 2019
50 hrs/week
$322K (2019) → $477K (2025)
Justin Barch
Md - Revenue & Growth
Director - Corp Sales → Md - Revenue & Growth, 2025
On filings since 2019
50 hrs/week
$209K (2019) → $181K (2025)
Melissa Rawak
Md - Membership, Marketing & Events
Md-Membership, Mktg & Events → Md - Membership, Mktg & Events, 2021
Md - Membership, Mktg & Events → Md - Membership, Marketing & Events, 2025
On filings since 2019
50 hrs/week
$230K (2019) → $313K (2025)
Patrick Culkin
Executive Vice President
On filings since 2019
50 hrs/week
$348K (2019) → $525K (2025)
Francine Hope-Pressley
Chief Financial Officer
CFO → Chief Financial Officer, 2021
On filings since 2020
50 hrs/week
$139K (2021) → $308K (2025)
Terry Crawford
Special Counsel to the Board of Directors
Chairman of the Board → Special Counsel to the Board of Directors, 2025
On filings since 2021
5 hrs/week
No compensation reported
Robert Whitaker
Past Chair
New on the 2025 filing
5 hrs/week
No compensation reported
Former officers (31)
- Former: Gaileon Thompson Ctp Fpac (2019–2024) — Director
- Former: Meredith Vance Ctp (2019–2024) — Director
- Former: Michael High Fpac (2019–2024) — Chairman
- Former: Robert Whitaker Ctp (2019–2024) — Past Chair
- Former: Tamara Saront-Eisner Ctp (2019–2024) — Director
- Former: Terry Crawford Ctp (2019–2024) — Special Counsel to the Bod
- Former: Fred Schacknies Ctp (2022–2024) — Director
- Former: Gina Collis Ctp (2022–2024) — Vice Chair
- Former: Tracy Butler Ctp (2022–2024) — Director
- Former: May Vang Ctp (2023–2024) — Director
- Former: Sassan Parandeh Ctp (2023–2024) — Director
- Former: Susan Glass Ctp (2023–2024) — Director
- Former: Terri Mimms Ctp Fpac (2023–2024) — Director
- Former: Kevin Boyle (2019–2023) — Director - Access Sales
- Former: Chris Fulton CTP (2019–2022) — Director
- Former: Jordan Krugman CTP (2019–2022) — Director
- Former: T Jonathan Hall CTP (2019–2022) — Director
- Former: Matt Skurbe CTP (2022) — Director
- Former: Ferdinand Jahnel CTP (2019–2021) — Director
- Former: Irena Barisic FPA (2019–2021) — Director
- Former: Joan Piscitelo CTP (2019–2021) — Director
- Former: Matthew Skurbe Ctp (2019–2021) — Director
- Former: Gina Solis (2021) — Director
- Former: Jordan Krugman (2021) — Former Vice Chairman - Secretary
- Former: Yvonne Appiah (2021) — Controller
- Former: Donna Berzellini (2019–2020) — Md - Learning & Development
- Former: Elizabeth Gunzel (2019) — Md - People & Training
- Former: Jeff Johnson CTP CPA (2019) — Past Chairman
- Former: Joseph DeSalvio (2019) — CFO
- Former: Raheim Swann (2019) — Corp Sales Executive
- Former: Timothy Eagan (2019) — Corp Sales Executive
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $1.1M, to James Kaitz (President, CEO). 12 officers or directors reported compensation on that filing.
Frequently asked questions about Association for Financial Professionals
How large is Association for Financial Professionals?
Association for Financial Professionals reported $34.1M in total assets on its 2025 IRS Form 990. Its revenue that year was $26.9M.
Where does Association for Financial Professionals operate?
Association for Financial Professionals has awarded grants in California.
What is Association for Financial Professionals's EIN?
Association for Financial Professionals's EIN (Employer Identification Number) is 58-1424769. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990 filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2019 (received by the IRS May 14, 2020)
- Updated Form 990 for fiscal year 2020 (received by the IRS April 30, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS May 10, 2023)
- Added Form 990 for fiscal year 2025 (received by the IRS May 7, 2026)
Other open foundation grants in Maryland
Maryland Open opportunities, soonest deadline first.
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Browse active grant opportunities in Association for Financial Professionals's focus areas in our free grants database
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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
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Association for Financial Professionals down — hundreds of funders to go?