Association for Financial Professionals (EIN 581424769) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Principal Officer

JEFF GLENZER

Phone

3019618863

Tax Period

2022-07-01 to 2023-06-30

Association for Financial Professionals, founded in 1980, is a mid-sized nonprofit that reported $21.5M in total revenue in fiscal year 2022.

Mission

THE EX-PATRIATE AGREEMENT FOR ONE EMPLOYEE INCLUDES FAMILY TRAVEL, HOUSING & A RELOCATION ALLOWANCE. ALSO, THE CEO RECEIVES AN ALLOWANCE FOR CONTRACTED HEALTH CLUB DUES PER THEIR EMPLOYMENT CONTRACT.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $21,189,460

Investment Income $288,333

Other Revenue $1,580

TOTAL REVENUE $21,479,373

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,628,538

Fundraising Expenses $0

Program Expenses $0

Other Expenses $11,119,618

TOTAL EXPENSES $21,748,156

Year-over-Year Comparison

	2022	2021	Change
Revenue	$21,479,373	$20,420,491	+0.1%
Expenses	$21,748,156	$20,417,379	+0.1%
Net Income	$-268,783	$3,112	-87.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

425

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$2,410,082

Total Directors

Key Employees

$644,388

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES KAITZ	PRESIDENT, CEO	50.0	Officer	$1,068,166	$55,605	$1,123,771
HIMASHI SORIANO	DIRECTOR - APAC	40.0	Highest	$502,912	$92,804	$595,716
JEFF GLENZER	EXECUTIVE VP, COO	50.0	Officer	$418,053	$62,661	$480,714
PATRICK CULKIN	EXECUTIVE VP	50.0	Officer	$417,251	$62,667	$479,918
FRANCINE HOPE-PRESSLEY	CHIEF FINANCIAL OFFICER	50.0	Officer	$279,717	$45,962	$325,679
GALINA KOZACHENKO	MD - STRATEGY, ANALYTICS, TECH	50.0	Key Emp	$271,946	$51,925	$323,871
MELISSA RAWAK	MD - MEMBERSHIP, MKTG, EVENTS	50.0	Key Emp	$278,756	$41,761	$320,517
KEVIN BOYLE	DIR - ACCESS SALES	40.0	Highest	$245,382	$40,983	$286,365
BRYAN LAPIDUS	DIRECTOR, FP&A	40.0	Highest	$224,028	$37,797	$261,825
BINIAM DAWIT	DIR - TRAINING PROGRAMS	40.0	Highest	$205,879	$38,878	$244,757
DIANE HARRIS	DIR - IT & PROJECT MGMT OFFICE	40.0	Highest	$201,970	$19,852	$221,822
MICHAEL HIGH FPAC	CHAIRMAN	5.0	Officer Director	$0	$0	$0
GINA COLLIS CTP	VICE CHAIR	5.0	Officer Director	$0	$0	$0
GEETANJALI TANDON	VICE CHAIR	5.0	Officer Director	$0	$0	$0
TERRY CRAWFORD CTP	SPECIAL COUNSEL TO THE BOD	5.0	Director	$0	$0	$0
JEFF ALTMAN	DIRECTOR	5.0	Director	$0	$0	$0
TRACY BUTLER CTP	DIRECTOR	5.0	Director	$0	$0	$0
JOEL CAMPBELL	DIRECTOR	5.0	Director	$0	$0	$0
ERIC ELLIS	DIRECTOR	5.0	Director	$0	$0	$0
SUSAN GLASS CTP	DIRECTOR	5.0	Director	$0	$0	$0
TERRI MIMMS CTP FPAC	DIRECTOR	5.0	Director	$0	$0	$0
SASSAN PARANDEH CTP	DIRECTOR	5.0	Director	$0	$0	$0
TAMARA SARONT-EISNER CTP	DIRECTOR	5.0	Director	$0	$0	$0
FRED SCHACKNIES CTP	DIRECTOR	5.0	Director	$0	$0	$0
GAILEON THOMPSON CTP FPAC	DIRECTOR	5.0	Director	$0	$0	$0
MEREDITH VANCE CTP	DIRECTOR	5.0	Director	$0	$0	$0
MAY VANG CTP	DIRECTOR	5.0	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$21,479,373	$21,748,156	$29,647,623	$-268,783
2022	$20,420,491	$20,417,379	$26,607,143	$3,112
2021	$15,069,162	$17,434,397	$30,134,135	$-2,365,235
2020	$23,575,445	$21,809,118	$30,753,315	$1,766,327
2019	$25,314,503	$23,825,649	$33,043,455	$1,488,854
2018	$24,667,158	$23,214,106	$31,509,558	$1,453,052

Association for Financial Professionals