Program areas at AFCPE
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.
A variety of meetings, workshops, roundtables, and conferences are held throughout the year, including hosting an annual conference for over 1,200 members.
Certification programs and Education classes are conducted for new candidates as well as certified and non-certified individuals.
Special projects such as research and Financial coaching.
Who funds Association for Financial Counselling & Planning Education (AFCPE)
Grants from foundations and other nonprofits
| Grantmaker | Grantmaker tax period | Description | Amount |
|---|
| Columbus Foundation | 2022-12 | Advancing Philanthropy | $206,145 |
Personnel at AFCPE
| Name | Title | Compensation | Date of data |
|---|
| Rachael Deleon | Executive Director | $127,525 | 2023-11-15 |
| Sara Martin-Fuller | Special Events Manager | | 2021-03-07 |
| Jarod Taylor | Certification Program Manager | | 2021-03-07 |
| Sheena Parrish | Special Programs Manager | | 2021-03-07 |
| Rebecca Wiggins | Past Executive Director - 01 and 01 - 01 and 28 | $113,318 | 2022-12-31 |
| ...and 16 more key personnel |
Financials for AFCPE
| Revenues | FYE 12/2022 | FYE 12/2021 | % Change |
|---|
| Total grants, contributions, etc. | $837,541 | $500,103 | 67.5% |
| Program services | $1,879,322 | $1,517,129 | 23.9% |
| Investment income and dividends | $54,716 | $48,854 | 12% |
| Tax-exempt bond proceeds | $0 | $0 | - |
| Royalty revenue | $33,600 | $23,970 | 40.2% |
| Net rental income | $0 | $0 | - |
| Net gain from sale of non-inventory assets | $10,735 | $29,234 | -63.3% |
| Net income from fundraising events | $0 | $0 | - |
| Net income from gaming activities | $0 | $0 | - |
| Net income from sales of inventory | $0 | $0 | - |
| Miscellaneous revenues | $0 | $0 | - |
| Total revenues | $2,815,914 | $2,119,290 | 32.9% |
Organizations like AFCPE
| Organization | Type | Location | Revenue |
|---|
| State Educational Technology Directors Association (SETDA) | 501(c)(3) | Glen Burnie, MD | $1,045,302 |
| The College of Physicians of Philadelphia | 501(c)(3) | Philadelphia, PA | $7,118,031 |
| Gamma Iota Sigma | 501(c)(3) | Powell, OH | $1,550,944 |
| Council on Tall Buildings and Urban Habitat | 501(c)(3) | Chicago, IL | $5,184,620 |
| New York State Association for Computers and Technologies in Education | 501(c)(3) | Latham, NY | $1,552,356 |
| Council of Colleges of Arts and Sciences | 501(c)(3) | Roseville, MN | $920,325 |
| Alpha Omega Alpha Honor Medical Society | 501(c)(3) | Aurora, CO | $2,316,639 |
| American Medical Womens Association | 501(c)(3) | Schaumburg, IL | $1,186,345 |
| American Association of Colleges of Podiatric Medicine | 501(c)(3) | Rockville, MD | $1,424,180 |
| Physician Assistant Education Association | 501(c)(3) | Washington, DC | $12,897,377 |
Data update history
December 28, 2023
Posted financials
Added Form 990 for fiscal year 2022
December 28, 2023
Updated personnel
Identified 3 new personnel
December 27, 2023
Received grants
Identified 1 new grant, including a grant for $206,145 from Columbus Foundation June 28, 2023
Posted financials
Added Form 990 for fiscal year 2020
June 27, 2023
Updated personnel
Identified 6 new personnel
Nonprofit Types
Professional associationsBusiness and community development organizationsSchoolsCharities
Issues
HealthScience and technologyEducationCommunity improvementPublic policyBusiness and industry
Characteristics
MembershipsTax deductible donations
General information
- Address
- 79 S State St D3
- Westerville, OH 43081
- Metro area
- Columbus, OH
- Website URL
- afcpe.org/Â
- Phone
- (703) 684-4484
- Facebook page
- AFCPEÂ
- Twitter profile
- @afcpeÂ
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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