EIN 34-2017326

Association for Financial Counselling & Planning Education (AFCPE)

IRS 501(c) type
501(c)(3)
Num. employees
17
State
Year formed
2009
Most recent tax filings
2023-12-01
Description
AFCPE provides professional development experiences for financial educators, practitioners and researchers to improve the economic wellbeing of individuals and families worldwide.
Also known as...
Association for Financial Counseling and Planning Education
Total revenues
$2,695,276
2023
Total expenses
$2,957,085
2023
Total assets
$3,637,195
2023
Num. employees
17
2023

Program areas at AFCPE

Education - the Association provides web-based learning created and delivered by trained Financial professionals to equip learners with the skills and knowledge necessary to help individuals and communities develop a firm foundation of personal finance knowledge to achieve lasting Financial well-being.
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.
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.
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.

Who funds Association for Financial Counselling & Planning Education (AFCPE)

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Columbus FoundationAdvancing Philanthropy$142,196

Personnel at AFCPE

NameTitleCompensation
Rachael DeLeonExecutive Director$127,525
Tara MeehanDirector of Marketing and Communications
Michelle StarkeySenior Director of Certification Programs
LaTonya ParsonsEducation Director
Sherry WallaceFinance Manager
...and 21 more key personnel

Financials for AFCPE

RevenuesFYE 12/2023
Total grants, contributions, etc.$620,706
Program services$1,958,727
Investment income and dividends$62,978
Tax-exempt bond proceeds$0
Royalty revenue$25,670
Net rental income$0
Net gain from sale of non-inventory assets$27,195
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$2,695,276

Form 990s for AFCPE

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-15990View PDF
2022-122023-11-15990View PDF
2021-122022-09-13990View PDF
2020-122021-11-09990View PDF
2019-122020-10-21990View PDF
...and 10 more Form 990s
Data update history
January 3, 2025
Received grants
Identified 1 new grant, including a grant for $142,196 from Columbus Foundation
October 24, 2024
Updated personnel
Identified 14 new personnel
August 25, 2024
Posted financials
Added Form 990 for fiscal year 2021
December 28, 2023
Posted financials
Added Form 990 for fiscal year 2022
December 28, 2023
Updated personnel
Identified 3 new personnel
Nonprofit Types
Professional associationsBusiness and community development organizationsSchoolsCharities
Issues
HealthScience and technologyEducationCommunity improvementPublic policyBusiness and industry
Characteristics
MembershipsTax deductible donationsAccepts online donations
General information
Address
79 S State St D3
Westerville, OH 43081
Metro area
Columbus, OH
County
Franklin County, OH
Website URL
afcpe.org/ 
Phone
(703) 684-4484
Facebook page
AFCPE 
Twitter profile
@afcpe 
IRS details
EIN
34-2017326
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2009
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
B03: Education Professional Societies and Associations
NAICS code, primary
813920: Professional Associations
Parent/child status
Independent
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