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.
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.
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.
Financials
FY 2024
Revenue
Expenses
People
14 listed
RACHAEL DELEON
EXECUTIVE DIRECTOR
$141K
40 hrs/wk
DON FULTON
PRESIDENT
—
4 hrs/wk
BRANDY BAXTER
PRESIDENT - ELECT
—
4 hrs/wk
ANDI WRENN
PAST PRESIDENT
—
4 hrs/wk
SASHA GRABENSTETTER
SECRETARY
—
4 hrs/wk
RITA GREEN
DIRECTOR
—
2 hrs/wk
LUCY DELGADILLO
DIRECTOR
—
2 hrs/wk
MICHAEL ROUSH
TREASURER
—
4 hrs/wk
ANN LENTELL
DIRECTOR
—
2 hrs/wk
JACQUIE CARROLL
DIRECTOR
—
2 hrs/wk
LYNNE PATTERSON
DIRECTOR
—
2 hrs/wk
JESSICA LIMBRICK
DIRECTOR
—
2 hrs/wk
BARBARA MARTINEZ
DIRECTOR
—
2 hrs/wk
ANDIA DINESEN
DIRECTOR
—
2 hrs/wk
Grants received
Showing 8 of 8
Funded by
$672K from 3 funders · 8 grants · 2020–2024
$587K · 6 grants · 2020–2024
$65K · 1 grant · 2020
$20K · 1 grant · 2024