Association For Financial Counselling & Plg Education Usa
- Assets
- $3.5m
- Revenue
- $2.8m
- Investments
- $0.0
- Employees
- 16
- Location
- Westerville, OH
- Founding
- 07/2009
- Data as of
- 12/2022
- EIN
- 34-2017326
Organization Overview
Association For Financial Counselling & Plg Education Usa is located in Westerville, OH. The organization was established in 2009. According to its NTEE Classification (S05) the organization is classified as: Research Institutes & Public Policy Analysis, under the broad grouping of Community Improvement & Capacity Building and related organizations. As of 12/2022, Association For Financial Counselling & Plg Education USA employed 16 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Association For Financial Counselling & Plg Education USA is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Association For Financial Counselling & Plg Education USA generated $2.8m in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 1.8% each year. All expenses for the organization totaled $2.7m during the year ending 12/2022. While expenses have increased by 4.6% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
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.
Describe the Organization's Program Activity:
Part 3 - Line 4a
MEMBER SERVICES INCLUDE HOSTING PROFESSIONAL DEVELOPMENT PRESENTERS, ESSENTIAL COURSES, AND A PROFESSIONAL DEVELOPMENT PROGRAM. AFCPE ALSO PUBLISHES QUARTERLY NEWSLETTERS AND A SEMI-ANNUAL RESEARCH JOURNAL.
SPECIAL PROJECTS SUCH AS RESEARCH AND FINANCIAL COACHING.
CERTIFICATION PROGRAMS AND EDUCATION CLASSES ARE CONDUCTED FOR NEW CANDIDATES AS WELL AS CERTIFIED AND NON-CERTIFIED INDIVIDUALS.
A VARIETY OF MEETINGS, WORKSHOPS, ROUNDTABLES, AND CONFERENCES ARE HELD THROUGHOUT THE YEAR, INCLUDING HOSTING AN ANNUAL CONFERENCE FOR OVER 1,200 MEMBERS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Meredith Lozar Past-President | OfficerTrustee | 4 | $0 |
Michele Godfrey President | OfficerTrustee | 4 | $0 |
Andi Wrenn President - Elect | OfficerTrustee | 4 | $0 |
Jen Hemphill Director | Trustee | 2 | $0 |
Don Fulton Treasurer | OfficerTrustee | 4 | $0 |
Bud Schneeweis Director | Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $837,541 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $837,541 |
| Total Program Service Revenue | $1,879,322 |
| Investment income | $54,716 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $33,600 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $10,735 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,815,914 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $240,843 |
| Compensation of current officers, directors, key employees. | $217,889 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $637,675 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $65,913 |
| Payroll taxes | $95,796 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $15,195 |
| Fees for services: Accounting | $31,388 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $156,181 |
| Office expenses | $49,550 |
| Information technology | $123,107 |
| Royalties | $0 |
| Occupancy | $21,840 |
| Travel | $4,934 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $411,713 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $24,429 |
| Insurance | $11,614 |
| All other expenses | $19,157 |
| Total functional expenses | $2,738,061 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $256,742 |
| Savings and temporary cash investments | $132,324 |
| Pledges and grants receivable | $124,456 |
| Accounts receivable, net | $39,809 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $100,786 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $2,687,384 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $81,427 |
| Other assets | $90,413 |
| Total assets | $3,513,341 |
| Accounts payable and accrued expenses | $231,909 |
| Grants payable | $190,073 |
| Deferred revenue | $310,909 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $32,772 |
| Total liabilities | $765,663 |
| Net assets without donor restrictions | $2,747,678 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $3,513,341 |