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
Latest filing: 2024
Total Revenue$2.9M
Total Expenses$3.2M
Total Assets$3.4M
Grant Records11
Funding Total$903K
Filing Years2020–2024
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.