EIN 23-1352008

The American College of Financial Se

IRS 501(c) type
501(c)(3)
Num. employees
232
Year formed
1927
Most recent tax filings
2022-12-01
Description
The American College is a nonprofit private educational institution located in Bryn Mawr, Pennsylvania. It is the nation's leading educator of financial services professionals.
Also known as...
The American College
Total revenues
$42,764,536
2022
Total expenses
$46,373,591
2022
Total assets
$95,423,850
2022
Num. employees
232
2022

Program areas at The American College of Financial Se

The Huebner School administers the curriculum leading to the CLU, ChFC, RICP, CLF, ChSNC, and WMCP professional designations. It also provides the educational content needed to obtain the CFP professional designation. There are approximately 14,000 students enrolled in theseprograms.
The FSCP Program administers the curriculum leading to the FSCP professional designation. There are approximately 1,000 students enrolled in this program.
The Irwin Graduate School administers the curriculum leading to the Master of Science in Management, the Master of Science in Financial Services, the Chartered Advisor in Philanthropy (CAP) designation, and the Doctoral Program in Financial and Retirement Planning. There are approximately 1,160 students enrolled in these programs.
The College's Professional Recertification Program (PRP) ensures professional designation holders remain current and serve as an emblem of excellence and expertise to their peers and clients. The Black Executive Leadership Program was launched in 2022. Continuing Education, Course Fees, and Textbooks Fees are included here.

Who funds The American College of Financial Se

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Charities Aid Foundation of AmericaCharitable Donation$370,833
Fidelity Investments Charitable Gift FundFor Grant Recipient's Exempt Purposes$161,700
M Center of ExcellenceProject Title: Financial Education and Longevity in the Black Community. Focus: Black Women Are the Gatekeepers for Families and Communities. Black Women Are the Primary Or Co-Breadwinner for 68% of Black Households, Make Up 66% of Black Baccalaureate Degree Holders, and Are the Only Racial Or Ethnic Group With More Business Ownership Than Their Male Peers. the American College Center for Economic Empowerment and Equality's Financial Education Programs Will Empower Black Women With the Knowledge and Resources To Help Narrow the Wealth Gap, Promote Generational Financial Literacy and Lead To Longer and More Vibrant Lives. Plan: Two Certificate Options Will Be Offered. Tier One Will Be A Participant Certificate, Focused on Individual Education and Knowledge, and A Tier Two Certificate, Focused on Group Financial Education Delivery.$125,000
...and 10 more grants received

Personnel at The American College of Financial Se

NameTitleCompensation
George NicholsPresident and Chief Executive Officer Connect$1,156,836
Mark MontgomeryChief Financial Officer$314,769
James KatsaounisVice President and Chief Marketing Officer , Business Development$267,009
Jared TrexlerSenior Vice President, Chief Marketing and Strategy Officer$273,084
Edward M. McEvoyMSM Senior Vice President and Chief Information Officer Connect on Linkedin$318,964
...and 18 more key personnel

Financials for The American College of Financial Se

RevenuesFYE 12/2022
Total grants, contributions, etc.$13,794,611
Program services$26,306,068
Investment income and dividends$1,042,741
Tax-exempt bond proceeds$0
Royalty revenue$227,009
Net rental income$1,956,347
Net gain from sale of non-inventory assets$142,961
Net income from fundraising events$-1,018,998
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$313,797
Total revenues$42,764,536

Form 990s for The American College of Financial Se

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-14990View PDF
2021-122022-11-09990View PDF
2020-122021-11-15990View PDF
2019-122021-03-01990View PDF
2018-122020-01-24990View PDF
...and 10 more Form 990s

Organizations like The American College of Financial Se

OrganizationLocationRevenue
Hampshire College TrusteesAmherst, MA$45,336,555
Whitworth UniversitySpokane, WA$162,022,483
Regis CollegeWeston, MA$107,679,867
Lasell UniversityAuburndale, MA$87,640,510
Saint Ambrose University (SAU)Davenport, IA$125,922,880
Norwich UniversityNorthfield, VT$203,934,578
College of Saint Benedict and Saint John's University (CSBSJU)Collegeville, MN$153,092,093
Heritage UniversityToppenish, WA$32,176,102
College of Saint BenedictSaint Joseph, MN$117,974,549
Georgian Court University (GCU)Lakewood, NJ$70,027,794
Data update history
January 24, 2024
Posted financials
Added Form 990 for fiscal year 2022
January 24, 2024
Updated personnel
Identified 8 new personnel
January 3, 2024
Used new vendors
Identified 4 new vendors, including , , , and
October 26, 2023
Received grants
Identified 10 new grant, including a grant for $500,000 from Truist Foundation
October 22, 2023
Updated personnel
Identified 2 new personnel
Nonprofit Types
SchoolsHigher ed institutions
Issues
Education
Characteristics
LobbyingFundraising eventsNational levelEndowed supportProvides scholarshipsTax deductible donations
General information
Address
630 Allendale Rd 400
King of Prussia, PA 19406
Metro area
Philadelphia-Camden-Wilmington, PA-NJ-DE-MD
Website URL
theamericancollege.edu/ 
Phone
(888) 263-7265
Facebook page
theamericancollege 
Twitter profile
@theamercol 
IRS details
EIN
23-1352008
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1927
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
B42: Undergraduate College (4-year)
NAICS code, primary
611310: Colleges, Universities, and Professional Schools
Parent/child status
Independent
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