Public Charity

AMERICAN FINANCIAL EDUCATION ALLIAN

Based in MATTHEWS, NC, AMERICAN FINANCIAL EDUCATION ALLIAN operates as a Public Charity. The organization reported $1.8M in revenue, $1.6M in expenses, $369K in total assets for fiscal year 2025.

EIN: 383844292 MATTHEWS, NC Financial Counseling NTEE: P51 Latest filing: 2025
Total Revenue$1.8M
Total Expenses$1.6M
Total Assets$369K
Grant Records0
Filing Years2019–2025

Mission

ALL OTHER ACCOMPLISHMENT FINANCIAL WELLNESS PROGRAM PROVIDES LITTLE TO NO COST EDUCATIONAL WORKSHOPS COVERING THE MOST RELEVANT AND CHALLENGING FINANCIAL TOPICS AMERICANS FACE TODAY IN COMMUNITIES NATIONWIDE.

Where $100 goes at American Financial Education Allian

How American Financial Education Allian divides every $100 it spends, from its own Form 990 filings, averaged across 7 years.

$35 Programs the work itself
$65 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 $35 for programs

$35
Afea delivered over 2,000 financial education workshops nationwide in 2025, reaching thousands of individuals with little to no cost educational programming
All program spending · Reported in the filing: 2,000 workshops
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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

PRESIDENT James Mcclanahan
Officer Kaeleen Bruce

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2025 $1.8M $1.6M $369K
2024 $1.3M $1.3M $206K
2023 $1.0M $1.1M $213K
2022 $953K $1.1M $303K
2019 $1.1M $948K $227K

Between 2019 and 2025, reported annual revenue grew from $1.1M to $1.8M (+67%), with total assets most recently reported at $369K.

Interactive year-over-year charts and full filing details available with membership.

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