1. Directory
  2. North Carolina
  3. Matthews
  4. American Financial Education Alliance (AFEA)
EIN 38-3844292

American Financial Education Alliance (AFEA)

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Matthews
State
North Carolina
Year formed
2011
Most recent tax filings
2023-12-01
NTEE code, primary
B01: Education Alliances and Advocacy
Description
Our mission is to eliminate financial illiteracy and empower Americans to take control of their finances by providing free educational workshops in local communities nationwide, as part of our non-profit financial wellness program. All other accomplishment Financial wellness program provides little to no cost educational workshops covering the most relevant and challengi Financial topics Americans face today in communities nationwide. Free Educational Workshops.
Total revenues
$1,035,549
2023
Total expenses
$1,120,950
2023
Total assets
$212,726
2023
Num. employees
0
2023

Program areas at AFEA

AFEA financial education workshops are as entertaining as they are enlightening. The material covered in each workshop is up to date and the situations people are facing today.The benefits are shared not only by those who attend but by the companies and organizations that host the workshop as well.

Who funds American Financial Education Alliance (AFEA)

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
AmazonSmile FoundationGeneral Support$39

Personnel at AFEA

NameTitleCompensation
Kaeleen BruceChief Executive Officer
James McClanahanPresident$0
Yolanda DavisChief Financial Officer

Financials for AFEA

RevenuesFYE 12/2023
Total grants, contributions, etc.$604,972
Program services$2,681,643
Investment income and dividends$552
Tax-exempt bond proceeds$0
Royalty revenue$6,869
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$-2,268,863
Miscellaneous revenues$10,376
Total revenues$1,035,549

Form 990s for AFEA

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-14990View PDF
2022-122024-04-11990View PDF
2021-122022-11-08990View PDF
2019-122020-08-10990View PDF
2018-122019-08-17990View PDF
...and 4 more Form 990s
Data update history
August 13, 2024
Posted financials
Added Form 990 for fiscal year 2023
May 20, 2024
Posted financials
Added Form 990 for fiscal year 2022
July 14, 2023
Posted financials
Added Form 990 for fiscal year 2021
April 8, 2023
Used new vendors
Identified 1 new vendor, including
August 22, 2021
Posted financials
Added Form 990 for fiscal year 2019
Nonprofit Types
Social advocacy organizationsSchoolsCharities
Issues
EducationHuman services
Characteristics
MembershipsPartially liquidatedTax deductible donationsNo full-time employeesAccepts online donations
General information
Address
10020 Monroe Rd Ste 170-234
Matthews, NC 28105
Metro area
Charlotte-Concord-Gastonia, NC-SC
County
Mecklenburg County, NC
Website URL
myafea.org/ 
Phone
(704) 845-9030
IRS details
EIN
38-3844292
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2011
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
B01: Education Alliances and Advocacy
NAICS code, primary
813319: Social Advocacy Organizations
Parent/child status
Independent
Free account sign-up

Want updates when AFEA has new information, or want to find more organizations like American Financial Education Alliance (AFEA)?

Create free Cause IQ account
Cause IQ is a website that helps companies grow, maintain, and serve their nonprofit clients, and helps nonprofits find additional foundation funding. Our data and tools help professionals prospect for nonprofits, research opportunities, benchmark their clients, and enrich existing information.
Nonprofits
Product
Customers
About

© 2025 Nonprofit Metrics LLC
Terms of Service and Privacy Policy