Association For Financial Counselling & Plg Education Usa
- Assets
- $4.1m
- Revenue
- $2.1m
- Investments
- $0.0
- Employees
- 11
- Location
- Westerville, OH
- Founding
- 07/2009
- Data as of
- 12/2020
- 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 12/2020, Association For Financial Counselling & Plg Education USA employed 11 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 12/2020, Association For Financial Counselling & Plg Education USA generated $2.1m in total revenue. The organization has seen a slow decline revenue. Over the past 6 years, revenues have fallen by an average of (2.5%) each year. All expenses for the organization totaled $2.0m during the year ending 12/2020. 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
2020
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.
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, INLCUDING HOSTING AN ANNUAL CONFERENCE FOR OVER 500 MEMBERS.
SPECIAL PROJECTS SUCH AS RESEARCH AND FINANCIAL COACHING.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Rebecca Wiggins Executive Director | Officer | 40 | $206,111 |
Ryan Law President | OfficerTrustee | 4 | $0 |
Michele Godfrey Treasurer | OfficerTrustee | 4 | $0 |
Leslie Green-Pimentel Past President | OfficerTrustee | 4 | $0 |
Meredith Lozar President - Elect | OfficerTrustee | 4 | $0 |
Starlett Henderson Secretary | OfficerTrustee | 4 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $97,000 |
| All other contributions, gifts, grants, and similar amounts not included above | $529,943 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $626,943 |
| Total Program Service Revenue | $1,375,549 |
| Investment income | $44,578 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $34,930 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $18,143 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,100,143 |
| 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. | $206,111 |
| Compensation of current officers, directors, key employees. | $185,500 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $628,836 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $29,866 |
| Payroll taxes | $78,993 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $21,510 |
| Fees for services: Accounting | $28,672 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $4,176 |
| Advertising and promotion | $186,145 |
| Office expenses | $42,494 |
| Information technology | $38,341 |
| Royalties | $0 |
| Occupancy | $30,000 |
| Travel | $7,057 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $144,829 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $24,429 |
| Insurance | $12,611 |
| All other expenses | $4,794 |
| Total functional expenses | $1,961,043 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $410,392 |
| Savings and temporary cash investments | $151,126 |
| Pledges and grants receivable | $167,193 |
| Accounts receivable, net | $9,380 |
| 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 | $60,363 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $3,063,524 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $130,285 |
| Other assets | $57,861 |
| Total assets | $4,050,124 |
| Accounts payable and accrued expenses | $220,357 |
| Grants payable | $547,967 |
| Deferred revenue | $246,888 |
| 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 | $0 |
| Total liabilities | $1,015,212 |
| Net assets without donor restrictions | $3,021,382 |
| Net assets with donor restrictions | $13,530 |
| 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 | $4,050,124 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Association For Financial Counselling & Plg Education Usa has recieved totaling $22,979.
| Awarding Organization | Amount |
|---|---|
Columbus Foundation Columbus, OH PURPOSE: ADVANCING PHILANTHROPY | $22,979 |
Endowment Analysis
| Beg. Balance | $968,938 |
| Earnings | $180,031 |
| Admin Expense | $3,084 |
| Net Contributions | $505,800 |
| Grants | $115,712 |
| Ending Balance | $1,535,973 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Columbus Partnership Columbus, OH | $6,901,138 | $9,385,698 |
Association For Financial Counselling & Plg Education Usa Westerville, OH | $4,050,124 | $2,100,143 |
Coatings Research Group Inc Berea, OH | $1,267,942 | $1,213,027 |
Ohio Mechanical Contracting Industry Legislative Liaison Commi Dayton, OH | $383,330 | $212,487 |
Action Tank Usa Cincinnati, OH | $100,084 | $218,109 |
Legatus Ann Arbor, MI | $163,927 | $0 |
Healthy Adams County Gettysburg, PA | $85,068 | $0 |
Marion County Family Resource Network Inc Fairmont, WV | $50,952 | $0 |
Legatus Ann Arbor, MI | $47,563 | $0 |
Legatus Ann Arbor, MI | $96,381 | $0 |
Legatus Ann Arbor, MI | $62,521 | $0 |
Legatus Ann Arbor, MI | $106,433 | $0 |