ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION
Westerville, OH, US
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501(c)3
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EIN
34-2017326
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Research Institutes & Public Policy Analysis
Westerville, OH, US
•
501(c)3
•
EIN
34-2017326
•
•
Research Institutes & Public Policy Analysis
AI Summary
ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION is a nonprofit focused on community and economic development, education, and financial counseling, with a mission to improve the economic well-being of individuals and families worldwide through certification programs, meetings, workshops, roundtables, and an annual conference. In filing year 2024, it reported an operating budget of $3.2M and total revenue of $2.9M, with major support from COLUMBUS FOUNDATION, INVESTOR PROTECTION TRUST, and JPMORGAN CHASE FOUNDATION; no single listed funder appears to account for 50% or more of total revenue.
Mission Statement
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.
Cause Areas
3
Education
Financial counseling
Community and economic development
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Explore this org's ecosystem
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Charity Verification Snapshot
IRS EO Business Master File Status
Listed as tax-exempt
IRS Pub 78 Status
Eligible for tax-deductible gifts
IRS Revocation Status
Not in Automatic Revocation of Exemption List
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- 7 funders
- 50 board & team members
- 11 historic 990s & financials
- 6-year operating budget trend
Frequently Asked Questions
What is ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION’s budget?
In 2024, ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION reported an annual operating budget of around $3.2 million. More detailed financial information is available to registered users.
What causes does ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION support?
ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION supports work in Education, Financial counseling, and Community and economic development.
Where does ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION operate?
ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION is headquartered in Westerville, OH.
Who funded ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION recently?
In 2024, ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION received grants from COLUMBUS FOUNDATION, AMERICAN GIFT FUND, and COLUMBUS FOUNDATION. More information on this organization’s funders is available to registered users.
What is the largest grant ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION received in 2024?
The largest grant to ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION in 2024 exceeds $123 thousand.