EIN 58-1424769

Association for Financial Professionals (AFP)

IRS 501(c) type
501(c)(6)
Num. employees
57
Year formed
1980
Most recent tax filings
2023-06-01
NTEE code, primary
Description
AFP's public policy program aims to ensure that the treasury and finance profession's point of view on critical issues is factored into public discussion, legislative debate and regulatory rule-making.
Also known as...
Tma
Total revenues
$21,479,373
2023
Total expenses
$21,748,156
2023
Total assets
$29,647,623
2023
Num. employees
57
2023

Program areas at AFP

Professional development: includes certification and education. The certified treasury professional (ctp) exam was administered to approximately 2,300 candidates and 450 certified corporate Financial planning and analysis (fp&a) exam parts were delivered. In addition, approximately 2,900 ctps and 230 fp&as, who met the requirement for continuing professional education credits over a three-year period, were recertified. Education: conducted workshops, webinars and seminars on a variety of topics in corporate finance.
Communications: published a weekly membership newsletter, two monthly newsletters and one issue of exchange magazine with topics covering economics, corporate payments, risk and Financial management, career development, and legal and regulatory developments.
Annual conference: premier networking and educational event including more than 140 workshops, peer reviewed lectures, and presentations on corporate Financial management topics such as treasury and cash, bank relationships, liquidity, working capital, payments, Financial planning and analysis, and pension and employee plans. Attendance at the conference was approximately 3,450 corporate practitioners, associates, and academics.
Membership & marketing
Research

Personnel at AFP

NameTitleCompensation
James KaitzPresident , Chief Executive Officer$1,068,166
Jeff GlenzerChief Operating Officer and Chief Financial Officer / Executive Vice President , Chief Operating Officer / Chief Operating Officer / Chief Content Officer$418,053
Francine Hope-PressleyChief Financial Officer$279,717
Diane HarrisDirector - It and Project Management Office$201,970
Biniam DawitDirector - Training Programs$205,879
...and 9 more key personnel

Financials for AFP

RevenuesFYE 06/2023
Total grants, contributions, etc.$0
Program services$21,189,460
Investment income and dividends$577,119
Tax-exempt bond proceeds$0
Royalty revenue$1,580
Net rental income$0
Net gain from sale of non-inventory assets$-288,786
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$21,479,373

Form 990s for AFP

Fiscal year endingDate received by IRSFormPDF link
2023-062024-05-10990View PDF
2022-062023-05-10990View PDF
2021-062022-07-18990OView PDF
2020-062021-04-30990View PDF
2019-062020-12-03990View PDF
...and 15 more Form 990s
Data update history
November 4, 2024
Updated personnel
Identified 7 new personnel
August 19, 2024
Posted financials
Added Form 990 for fiscal year 2023
August 9, 2024
Updated personnel
Identified 8 new personnel
July 15, 2024
Used new vendors
Identified 2 new vendors, including , and
July 6, 2023
Posted financials
Added Form 990 for fiscal year 2022
Nonprofit Types
Professional associationsBusiness and community development organizationsHeadquarter / parent organizations
Issues
Business and industry
Characteristics
MembershipsPolitical advocacyOperates internationallyCommunity engagement / volunteeringRelated 527
General information
Address
12345 Parklawn Dr Suite 200
Rockville, MD 20852
Metro area
Washington-Arlington-Alexandria, DC-VA-MD-WV
County
Montgomery County, MD
Website URL
afponline.org 
Phone
(301) 907-2862
Facebook page
afpsocial 
Twitter profile
@afponline 
IRS details
EIN
58-1424769
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1980
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
813920: Professional Associations
Parent/child status
Central organization
Free account sign-up

Want updates when AFP has new information, or want to find more organizations like Association for Financial Professionals (AFP)?

Create free Cause IQ account