NonprofitsAssociation For Financial Counselling & Plg Education Usa

Community Improvement & Capacity Building

Association For Financial Counselling & Plg Education Usa

WESTERVILLE, OH

Total revenue

$2.9M

Total expenses

$3.2M

Net assets

$2.5M

Grants received

$672K

8 grants

EIN

342017326

Tax year

2024

Mission

Afcpe provides professional development experiences for financial educators, practitioners and researchers to improve the economic well-being of individuals and families worldwide. Afcpe accomplishes this mission through certification programs, meetings, workshops, roundtables, and an annual conference.

Programs

3 programs

Certification - the association's certifications set the standard for the field of financial counseling, coaching, and planning education, providing professionals with the knowledge, skills, and techniques to positively impact the financial well-being of the individuals and communities that they serve. Each certification is structured, rigorous, and highly focused on professional development and continuing education.

Expenses: $707K

Conference - the association hosts a 3-day professional development conference that brings together financial educators, researchers, and practitioners to learn, exchange ideas, and make lasting connections to help advance the financial well-being of individuals and communities.

Expenses: $710K

Membership - the association's membership program is voluntary and provides individuals access to a professional network, professional development, and tools and resources that support the association's mission.other program and services - the association from time to time will partner with donors and corporations to provide specific programs or projects that align with the association's mission to ensure that all people have access to high-quality financial counseling, coaching, and planning education, affording them the opportunity to achieve financial well-being.

Expenses: $560K

Financials

FY 2024

Revenue

Contributions & grants$474K
Program service revenue$2.2M
Investment income$206K
Other revenue$25K
Total revenue$2.9M

Expenses

Grants paid
Salaries & benefits$1.5M
Fundraising$17K
Other expenses$1.7M
Total expenses$3.2M
Total assets$3.4M
Net assets$2.5M

People

14 listed

NameRoleCompensation

RACHAEL DELEON

EXECUTIVE DIRECTOR

Board

$141K

40 hrs/wk

DON FULTON

PRESIDENT

Board

4 hrs/wk

BRANDY BAXTER

PRESIDENT - ELECT

Board

4 hrs/wk

ANDI WRENN

PAST PRESIDENT

Board

4 hrs/wk

SASHA GRABENSTETTER

SECRETARY

Board

4 hrs/wk

RITA GREEN

DIRECTOR

Board

2 hrs/wk

LUCY DELGADILLO

DIRECTOR

Board

2 hrs/wk

MICHAEL ROUSH

TREASURER

Board

4 hrs/wk

ANN LENTELL

DIRECTOR

Board

2 hrs/wk

JACQUIE CARROLL

DIRECTOR

Board

2 hrs/wk

LYNNE PATTERSON

DIRECTOR

Board

2 hrs/wk

JESSICA LIMBRICK

DIRECTOR

Board

2 hrs/wk

BARBARA MARTINEZ

DIRECTOR

Board

2 hrs/wk

ANDIA DINESEN

DIRECTOR

Board

2 hrs/wk

Grants received

Showing 8 of 8

FromAmountPurposeYear
$123K
ADVANCING PHILANTHROPY
2024
$20K
OPERATIONS
2024
$142K
ADVANCING PHILANTHROPY
2023
$206K
ADVANCING PHILANTHROPY
2022
$100K
ADVANCING PHILANTHROPY
2020
$65K
PROGRAM SUPPORT
2020
$8K
ADVANCING PHILANTHROPY
2020
$8K
ADVANCING PHILANTHROPY
2020

Funded by

$672K from 3 funders · 8 grants · 2020–2024

Columbus Foundation

$587K · 6 grants · 2020–2024

Investor Protection Trust

$65K · 1 grant · 2020

American Gift Fund

$20K · 1 grant · 2024

Details

EIN342017326
NTEE codeS05
Subsection03
Ruling date2009-07
Formed2009
Employees20
Volunteers90
ASSOCIATION FOR FINANCIAL COUNSELLING & PLG EDUCATION USA — Mission, Financials & Grants Received | Grantivo