Mission
AFCPE ENSURES THE HIGHEST LEVEL OF KNOWLEDGE, SKILL, AND INTEGRITY OF THE PERSONAL FINANCE PROFESSION BY CERTIFYING, CONNECTING, AND SUPPORTING DIVERSE AND CAPABLE PROFESSIONALS WHO SERVE COMMUNITIES WORLDWIDE.
Public Charity
ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION
ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION is a Public Charity headquartered in WESTERVILLE, OH. Financial data from the 2024 filing: $2.9M revenue, $3.2M expenses, $3.4M total assets. 11 publicly reported grants to this organization, totaling roughly $903K, appear in IRS filings.
EIN: 342017326
WESTERVILLE, OH
Research Institutes & Public Policy Analysis
NTEE: S05
Latest filing: 2024
Total Revenue$2.9M
Total Expenses$3.2M
Total Assets$3.4M
Grant Records11
Funding Total$903K
Filing Years2020–2024
Where $100 goes at Association for Financial Counseling and Planning Education
How Association for Financial Counseling and Planning Education divides every $100 it spends, from its own Form 990 filings, averaged across 8 years.
$74
Programs
the work itself
$26
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $74 for programs
$21
Conference
$21
Certification
$16
Membership
Plus 1 more program. Cost per person served and the full program breakdown are on the full profile.
Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Received
ADVANCING PHILANTHROPY
$122,935
OPERATIONS
$20,000
ADVANCING PHILANTHROPY
$142,196
ADVANCING PHILANTHROPY
$206,145
ADVANCING PHILANTHROPY
$100,000
Showing up to 5 of 11 total records — full history available with membership.
Officers & Directors
DIRECTOR
Andia Dinesen
PAST PRESIDENT
Andi Wrenn
DIRECTOR
Ann Lentell
DIRECTOR
Barbara Martinez
PRESIDENT - ELECT
Brandy Baxter
PRESIDENT
Don Fulton
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $2.9M | $3.2M | $3.4M |
| 2023 | $2.7M | $3.0M | $3.6M |
| 2022 | $2.8M | $2.7M | $3.5M |
| 2021 | $2.1M | $2.2M | $4.4M |
| 2020 | $2.1M | $2.0M | $4.1M |
Between 2020 and 2024, reported annual revenue grew from $2.1M to $2.9M (+39%), with total assets most recently reported at $3.4M.
Interactive year-over-year charts and full filing details available with membership.