Nonprofit · EIN 34-2017326
ASSOCIATION FOR FINANCIAL COUNSELLING & PLG EDUCATION USA
Tax-exempt · WESTERVILLE, OH 43081
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,913,804 | $3,154,558 | -$240,754 | $3,403,871 | $857,857 | $2,546,014 |
| December 31, 2023 | 990 | $2,695,276 | $2,957,085 | -$261,809 | $3,637,195 | $995,654 | $2,641,541 |
| December 31, 2021 | 990 | $2,119,290 | $2,185,338 | -$66,048 | $4,375,287 | $1,077,142 | $3,298,145 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $474,168
- Program service revenue
- $2,208,686
- Investment income
- $206,030
- Royalties
- $24,920
- Net gain from sales of assets
- $138,370
- Other revenue
- $24,920
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $141,180
- Other salaries and wages
- $1,095,585
- Salaries, compensation and benefits (total)
- $1,465,325
- Professional fundraising fees
- $0
- Legal fees
- $66,476
- Accounting fees
- $54,782
- Occupancy
- $19,720
- Travel
- $294
- Depreciation
- $24,429
- Program services (functional)
- $2,528,501
- Management and general (functional)
- $609,497
- Fundraising (functional)
- $16,560
Balance sheet and other
- Total assets, start of year
- $3,637,195
- Total assets, end of year
- $3,403,871
- Total liabilities, end of year
- $857,857
- Net assets, end of year
- $2,546,014
- Publicly traded securities
- $2,834,291
- Net assets without donor restrictions
- $2,546,014
- Gross receipts
- $2,913,804
- Employees
- 20
- Volunteers
- 90
- Year formed
- 2009
- State of legal domicile
- DE
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RACHAEL DELEON | EXECUTIVE DIRECTOR Officer | 40 | $141,180 |
| DON FULTON | PRESIDENT Trustee or director, Officer | 4 | $0 |
| BRANDY BAXTER | PRESIDENT - ELECT Trustee or director, Officer | 4 | $0 |
| ANDI WRENN | PAST PRESIDENT Trustee or director, Officer | 4 | $0 |
| MICHAEL ROUSH | TREASURER Trustee or director, Officer | 4 | $0 |
| SASHA GRABENSTETTER | SECRETARY Trustee or director, Officer | 4 | $0 |
| RITA GREEN | DIRECTOR Trustee or director | 2 | $0 |
| LUCY DELGADILLO | DIRECTOR Trustee or director | 2 | $0 |
| ANDIA DINESEN | DIRECTOR Trustee or director | 2 | $0 |
| ANN LENTELL | DIRECTOR Trustee or director | 2 | $0 |
| JACQUIE CARROLL | DIRECTOR Trustee or director | 2 | $0 |
| LYNNE PATTERSON | DIRECTOR Trustee or director | 2 | $0 |
| JESSICA LIMBRICK | DIRECTOR Trustee or director | 2 | $0 |
| BARBARA MARTINEZ | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RACHAEL DELEON | EXECUTIVE DIRECTOR Officer | 40 | $134,333 |
| MICHELE GODFREY | PAST PRESIDENT Trustee or director, Officer | 4 | $0 |
| ANDI WRENN | PRESIDENT Trustee or director, Officer | 4 | $0 |
| DON FULTON | PRESIDENT - ELECT Trustee or director, Officer | 4 | $0 |
| HOLLY ZUGAY | TREASURER Trustee or director, Officer | 4 | $0 |
| BRANDY BAXTER | SECRETARY Trustee or director, Officer | 4 | $0 |
| MICHAEL THOMAS | DIRECTOR Trustee or director | 2 | $0 |
| RITA GREEN | DIRECTOR Trustee or director | 2 | $0 |
| LUCY DELGADILLO | DIRECTOR Trustee or director | 2 | $0 |
| JACQUIE CARROLL | DIRECTOR Trustee or director | 2 | $0 |
| ANDIA DINESEN | DIRECTOR Trustee or director | 2 | $0 |
| SASHA GRABENSTETTER | DIRECTOR Trustee or director | 2 | $0 |
| MICHAEL ROUSH | DIRECTOR Trustee or director | 2 | $0 |
| ANN LENTELL | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2021: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REBECCA WIGGINS | EXECUTIVE DIRECTOR Officer | 40 | $228,025 |
| STARLETT HENDERSON | SECRETARY Trustee or director, Officer | 4 | $0 |
| RYAN LAW | PAST PRESIDENT Trustee or director, Officer | 4 | $0 |
| MEREDITH LOZAR | PRESIDENT Trustee or director, Officer | 4 | $0 |
| MICHELE GODFREY | PRESIDENT - ELECT Trustee or director, Officer | 4 | $0 |
| ANDI WRENN | TREASURER Trustee or director, Officer | 4 | $0 |
| JEN HEMPHILL | DIRECTOR Trustee or director | 4 | $0 |
| DON FULTON | DIRECTOR Trustee or director | 4 | $0 |
| BUD SCHNEEWEIS | DIRECTOR Trustee or director | 4 | $0 |
| AMANDA WILSON | DIRECTOR Trustee or director | 4 | $0 |
| HOLLY ZUGAY | DIRECTOR Trustee or director | 4 | $0 |
| KRISTA LOEW | DIRECTOR Trustee or director | 4 | $0 |
| BRANDY BAXTER | DIRECTOR Trustee or director | 4 | $0 |
| MICHAEL THOMAS | DIRECTOR Trustee or director | 4 | $0 |
| KATE MIELITZ | DIRECTOR Trustee or director | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 79 S STATE ST STE D3, WESTERVILLE, OH 43081-2066
- Principal officer (990 for 2024)
- RACHAEL DELEON, 79 S STATE ST D3, WESTERVILLE, OH 43081
- Signed the 990
- RACHAEL DELEON, EXECUTIVE DIRECTOR
- Phone
- (614) 368-1055
- Website
- WWW.AFCPE.ORG
- Return prepared by
- ARY ROEPCKE MULCHAEY PC
Mission
AFCPE ENSURES THE HIGHEST LEVEL OF KNOWLEDGE, SKILL, AND INTEGRITY OF THE PERSONAL FINANCE PROFESSION BY CERTIFYING, CONNECTING, AND SUPPORTING DIVERSE AND CAPABLE PROFESSIONALS WHO SERVE COMMUNITIES WORLDWIDE.
Program accomplishments
- 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.Expenses $551,938 · revenue $466,237
- 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 $707,314 · revenue $853,993
- 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 $709,618 · revenue $591,516
- 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 $559,631 · revenue $296,940
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 34-2017326
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S05)
- Assets (IRS master file)
- $3,403,871
- Income (IRS master file)
- $2,913,804
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,913,804 | $3,154,558 | $3,403,871 | XML |
| 990 | December 2023 | $2,695,276 | $2,957,085 | $3,637,195 | XML |
| 990 | December 2022 | $2,815,914 | $2,738,061 | $3,513,341 | IRS |
| 990 | December 2021 | $2,119,290 | $2,185,338 | $4,375,287 | XML |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 34-2017326).
Questions about ASSOCIATION FOR FINANCIAL COUNSELLING & PLG EDUCATION USA
- What is the EIN of ASSOCIATION FOR FINANCIAL COUNSELLING & PLG EDUCATION USA?
- The employer identification number (EIN) of ASSOCIATION FOR FINANCIAL COUNSELLING & PLG EDUCATION USA is 34-2017326.
- Is ASSOCIATION FOR FINANCIAL COUNSELLING & PLG EDUCATION USA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to ASSOCIATION FOR FINANCIAL COUNSELLING & PLG EDUCATION USA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ASSOCIATION FOR FINANCIAL COUNSELLING & PLG EDUCATION USA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ASSOCIATION FOR FINANCIAL COUNSELLING & PLG EDUCATION USA due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ASSOCIATION FOR FINANCIAL COUNSELLING & PLG EDUCATION USA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ASSOCIATION FOR FINANCIAL COUNSELLING & PLG EDUCATION USA?
- The 990 for the year ended December 31, 2024 names RACHAEL DELEON.
- Who are the officers and directors of ASSOCIATION FOR FINANCIAL COUNSELLING & PLG EDUCATION USA?
- The 990 for the year ended December 31, 2024 lists 14 people; 1 received compensation from the organization, the highest $141,180 (RACHAEL DELEON, EXECUTIVE DIRECTOR).
- How much revenue does ASSOCIATION FOR FINANCIAL COUNSELLING & PLG EDUCATION USA have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,913,804, expenses of $3,154,558 and total assets of $3,403,871 at year end.
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