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.
Key facts about Association for Financial Professionals
- EIN
- 58-1424769
- Latest 990 filing
- Form 990, 2025
- Total assets
- $34,136,351
Data from IRS Form 990, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$34.1M
+8.1% YoY
Revenue
$26.9M
+14.9% YoY
Net Investment Income
$1.8M
+128.8% YoY
Expenses
$25.0M
+6.3% YoY
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.
Ready to take the next step with Association for Financial Professionals?
Geographic Focus
Where this funder awards grants
States
Cities
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.
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $34,136,351 | $31,567,749 | $29,647,623 |
| Revenue | $26,902,937 | $23,421,781 | $21,479,373 |
| Expenses | $24,951,836 | $23,470,831 | $21,748,156 |
| Net Investment Income | $1,841,456 | $804,726 | $288,333 |
Data update history
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)
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.
Here's the math on researching Association for Financial Professionals by hand.
Explore Open Grants
Browse active grant opportunities in Association for Financial Professionals's focus areas in our free grants database
Similar Funders
Similar funders in Maryland
Annie E Casey Foundation Inc
Baltimore, MD
The Annie E. Casey Foundation funds U.S. nonprofits and other partners working to improve outcomes for children and young people, including family strengthening, child welfare, education, employment, community development and juvenile justice. In 2024, grants ranged from $50 to $1,185,000, with a median of $40,000. Grants are by invitation only; it does not accept unsolicited requests.
Assets
$2.3B
Grants
1,462
Total Given
$93.1M
The Harry and Jeanette Weinberg
Owings Mills, MD
The Harry and Jeanette Weinberg Foundation funds direct services, programs, general operations, and capital projects in housing, health, jobs, education, and aging for low-income and vulnerable people. Its 2024 grants had a median of $50,000; its Small Grants Program offers up to $50,000 over two years, with funding focused on Baltimore, Hawaiʻi, Israel, and Northeastern Pennsylvania. It awards grants by invitation only and does not accept unsolicited requests.
Assets
$1.8B
Grants
872
Total Given
$127.8M
Johns Hopkins University
Baltimore, MD
Johns Hopkins University funds a broad range of education, research, health, and community-related work, with 2025 grants ranging from $5,500 to nearly $95 million and a median of $100,000; many of the largest awards were sub-awards. Its grants went to organizations across the U.S., with the largest shares in California and Maryland, and the profile does not state whether it accepts unsolicited requests.
Assets
$25.3B
Grants
813
Total Given
$594.1M
The Keith Campbell Foundation
Bethesda, MD
The Keith Campbell Foundation funds nonprofits working for equitable, livable communities, especially on watershed health, clean water, agriculture, and related community needs, with a focus on the Chesapeake and Atlantic Coastal Bays and California’s San Francisco Bay watershed. Giving varies widely: 2024 grants ranged from $40 to $1.5 million, with a median of $5,000. It accepts unsolicited requests, with two application cycles per year.
Assets
$420.2M
Grants
688
Total Given
$27.9M
Cystic Fibrosis Foundation
Bethesda, MD
The Cystic Fibrosis Foundation funds cystic fibrosis research, drug development, specialized care, and related training and clinical programs. In 2024, its grants had a median of about $150,000, with awards ranging from $2,800 to nearly $12.9 million; it supports work nationwide. Applications are submitted through specific funding opportunities, but the profile does not state whether unsolicited requests are accepted.
Assets
$5.0B
Grants
624
Total Given
$189.6M
Baltimore Community Foundation Inc
Baltimore, MD
Baltimore Community Foundation supports schools, neighborhoods, and community projects, including work on kindergarten readiness, student well-being, neighborhood vitality, and arts and culture. Its 2024 grants had a median of about $19,800, with amounts varying widely, and its strategic school and neighborhood grants focus on Baltimore City and Baltimore County. It invites applications through its online portal for specified grant programs.
Assets
$314.3M
Grants
604
Total Given
$29.3M
Associated Jewish Charities of Baltimore
Baltimore, MD
Associated Jewish Charities of Baltimore supports Jewish life and related charitable, educational, religious, health, humanitarian, cultural, and social-service needs in Baltimore, nationally, in Israel, and worldwide. Its 2025 grants ranged from $5,020 to $15.25 million, with a median of $18,750; the profile describes specific funding opportunities and donor-advised fund recommendations but does not state whether it accepts unsolicited requests.
Assets
$446.7M
Grants
515
Total Given
$53.0M
Nora Roberts Foundation
Glenn Dale, MD
The Nora Roberts Foundation prioritizes literacy and also supports the arts, children, social justice, and the environment. It gives mainly in Maryland and nearby parts of Pennsylvania, Virginia, West Virginia, and Washington, DC, while also making grants nationwide; typical grants are about $3,000–$5,000. Its 2025 filing says it funds preselected organizations only and does not accept unsolicited requests.
Assets
$118.6M
Grants
466
Total Given
$7.5M
The Abell Foundation Inc
Baltimore, MD
The Abell Foundation funds nonprofits, government agencies, and fiscally sponsored projects addressing health, education, community development, workforce, justice and addiction, the environment, and arts, as well as Baltimore-focused research and catalytic business investments. Its giving is focused on Baltimore City, with a typical grant of about $20,000 (2024 median; awards ranged from $188 to $300,000). It accepts applications: requests of $10,000 or less are reviewed on a rolling basis, while larger requests go through five annual board meetings.
Assets
$296.4M
Grants
391
Total Given
$13.4M
The Jewish Federation of Greater Washington Inc
North Bethesda, MD
The Federation funds Jewish communal organizations and programs, including services for people in need, Jewish learning and engagement, youth and family programs, inclusion, community security, and work connecting the region with Israel and Jewish communities abroad. In 2025 it made 360 grants, with a median award of $20,000; grants ranged from $5,001 to $3.3 million, primarily supporting organizations in Greater Washington as well as national and international partners. It issues requests for proposals when opportunities are available; the profile does not state whether it accepts unsolicited funding requests.
Assets
$388.5M
Grants
360
Total Given
$34.1M
Enterprise Community Partners Inc
Columbia, MD
Enterprise Community Partners funds affordable housing and community development, including housing production and preservation, community organizations, capacity building, and related resident services. Its 2025 itemized grants had a median of $45,000, with awards ranging from $5,500 to about $13.6 million, and its work spans the United States. The profile does not state whether it accepts unsolicited requests.
Assets
$941.1M
Grants
347
Total Given
$61.8M
Allegis Group Foundation Inc
Hanover, MD
The Allegis Group Foundation supports education, youth life skills, workforce and career development, employment access for underserved adults, veterans and people with disabilities, and employee-linked volunteerism. In 2025 it made 269 grants, with a median award of $2,500 and amounts ranging from $50 to $1,111,750; the largest shares went to organizations in Virginia, Maryland, Georgia, New York, and Washington, DC. It accepts applications by letter and has no stated deadline.
Assets
$12.4M
Grants
269
Total Given
$4.5M
More Funders in Maryland
Association for Financial Professionals down — hundreds of funders to go?