Association for Financial Professionals, Inc.


2023202220212020

   Revenue: $23,421,781

Revenue: Amount ($)
Federal Campaigns 0
Membership Dues 0
Fundraising Events 0
Related Organizations 0
Government Grants 0
All other contributions, gifts, grants 0
PROFESSIONAL DEVELOPMENT 3,724,933
MEMBERSHIP DUES 4,457,312
CONFERENCES 11,172,227
COMMUNICATIONS 211,872
CERTIFICATIONS 3,049,047
Investment income 742,909
Income from investment of tax-exempt bond proceeds 0
Royalties 1,664
Net rental income or (loss) 0
Net gain or (loss) 61,817
Net income or (loss) from fundraising events 0
Net income or (loss) from gaming activities 0
Net income or (loss) from sales of inventory 0
Miscellaneous revenue 0
Total Revenue:

 $23,421,781
1-yr growth
9.04%
PROFESSIONAL DEVELOPMENT
MEMBERSHIP DUES
CONFERENCES
COMMUNICATIONS
CERTIFICATIONS
Investment income
Others

   Expenses: $23,470,831

Expenses: Amount ($)
Grants to governments/orgs in the US 0
Grants to individuals in the US 0
Grants to orgs and individuals outside the US 0
Benefits paid to or for members 0
Compensation of current officers, directors, etc 3,569,212
Compensation of disqualified persons 0
Compensation for non-officers/directors 6,056,226
Pension plan contributions 563,655
Other employee benefits 900,329
Payroll taxes 546,406
Management fees 0
Legal fees 86,483
Accounting fees 86,333
Lobbying fees 0
Professional fundraising fees 0
Investment management fees 54,175
Other fees 2,489,559
Advertising and promotion 628,020
Office expenses 289,588
Information technology 1,618,280
Royalties 0
Occupancy 451,795
Travel 646,674
Travel/entertainment expenses to public officials 0
Conferences, conventions, meetings 4,310,070
Interest expense 0
Payments to affiliates 0
Depreciation, depletion, amortization 591,077
Insurance 112,688
Other expenses 470,261
Total Expenses:

 $23,470,831
1-yr growth
7.92%
Compensation of current officers, directors, etc
Compensation for non-officers/directors
Pension plan contributions
Other employee benefits
Other fees
Advertising and promotion
Information technology
Travel
Conferences, conventions, meetings
Depreciation, depletion, amortization
Others

   Assets: $31,567,749

Assets: Amount ($)
Cash -- non-interest bearing 0
Savings and temporary cash investments 10,114,928
Pledges and grants receivable 0
Accounts receivable 323,093
Receivables from officers, directors, etc. 0
Receivables from disqualified persons 0
Notes and loans receivables 0
Inventories for sale or use 0
Prepaid expenses or deferred charges 1,230,614
Land, buildings, & equipment (net) 448,366
Investments in publicly traded securities 1,292,728
Investments in other securities 13,598,918
Program-related investments 0
Intangible assets 1,313,837
Other assets 3,245,265
Total Assets:

 $31,567,749
1-yr growth
6.48%
Savings and temporary cash investments
Prepaid expenses or deferred charges
Investments in publicly traded securities
Investments in other securities
Intangible assets
Other assets
Others

   Liabilities: $18,912,553

Liabilities: Amount ($)
Accounts payable and accrued expenses 3,365,237
Grants payable 0
Deferred revenue 12,321,966
Tax-exempt bond liabilities 0
Escrow or custodial account liability 0
Loans and other payables to officers, directors, etc. 0
Secured mortgages and notes payabl 0
Unsecured mortgages and notes payable 0
Other liabilities 3,225,350
Total Liabilities:

 $18,912,553
1-yr growth
6.96%
Accounts payable and accrued expenses
Deferred revenue
Other liabilities

   Net Assets: $12,655,196

Net Assets: Amount ($)
Net assets without donor restrictions 12,655,196
Net assets with donor restrictions 0
Total Net Assets:

 $12,655,196
1-yr growth
5.76%
Net assets without donor restrictions


 
  AssociationExecs.com is a Paid Subscription Service.  
 
Sign-In For Existing Users
Email:
Password:
   
 
 
Sign up for a FREE 2-Day Trial today!

AssociationExecs is the largest and most comprehensive online directory of associations
and association executives.
 

Association Insight was designed to empower associations and partners through access to industry data. Starting as a print directory nearly 50 years ago, Association Insight, launched in 2018, is built on the longest running database of associations and the professionals who serve them.

Copyrights 2026 - Association Insight © Association TRENDS, a division of CBIS
Privacy  |  Terms of Use
About
Client Resources
Contact Info

Office: 1500 Wilson Boulevard, Suite 920,
Arlington, VA 22209

Call us: 888-265-0600

Contact Us