ASSOCIATION FOR FINANCIAL COUNSELI… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

RACHAEL DELEON

Phone

6143681055

Tax Period

2024-01-01 to 2024-12-31

ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION, founded in 2009, is a community nonprofit in the Community Improvement sector that reported $2.9M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion.

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.

Program Service Accomplishments

Program 1

Expenses: $551,938 Revenue: $466,237

EDUCATION - THE ASSOCIATION PROVIDES WEB-BASED LEARNING CREATED AND DELIVERED BY TRAINED FINANCIAL PROFESSIONALS TO EQUIP LEARNERS WITH THE SKILLS AND KNOWLEDGE NECESSARY TO HELP INDIVIDUALS AND...

EDUCATION - THE ASSOCIATION PROVIDES WEB-BASED LEARNING CREATED AND DELIVERED BY TRAINED FINANCIAL PROFESSIONALS TO EQUIP LEARNERS WITH THE SKILLS AND KNOWLEDGE NECESSARY TO HELP INDIVIDUALS AND COMMUNITIES DEVELOP A FIRM FOUNDATION OF PERSONAL FINANCE KNOWLEDGE TO ACHIEVE LASTING FINANCIAL WELL-BEING.

Program 2

Expenses: $707,314 Revenue: $853,993

CERTIFICATION - THE ASSOCIATION'S CERTIFICATIONS SET THE STANDARD FOR THE FIELD OF FINANCIAL COUNSELING, COACHING, AND PLANNING EDUCATION, PROVIDING PROFESSIONALS WITH THE KNOWLEDGE, SKILLS, AND...

CERTIFICATION - THE ASSOCIATION'S CERTIFICATIONS SET THE STANDARD FOR THE FIELD OF FINANCIAL COUNSELING, COACHING, AND PLANNING EDUCATION, PROVIDING PROFESSIONALS WITH THE KNOWLEDGE, SKILLS, AND TECHNIQUES TO POSITIVELY IMPACT THE FINANCIAL WELL-BEING OF THE INDIVIDUALS AND COMMUNITIES THAT THEY SERVE. EACH CERTIFICATION IS STRUCTURED, RIGOROUS, AND HIGHLY FOCUSED ON PROFESSIONAL DEVELOPMENT AND CONTINUING EDUCATION.

Program 3

Expenses: $709,618 Revenue: $591,516

CONFERENCE - THE ASSOCIATION HOSTS A 3-DAY PROFESSIONAL DEVELOPMENT CONFERENCE THAT BRINGS TOGETHER FINANCIAL EDUCATORS, RESEARCHERS, AND PRACTITIONERS TO LEARN, EXCHANGE IDEAS, AND MAKE LASTING...

CONFERENCE - THE ASSOCIATION HOSTS A 3-DAY PROFESSIONAL DEVELOPMENT CONFERENCE THAT BRINGS TOGETHER FINANCIAL EDUCATORS, RESEARCHERS, AND PRACTITIONERS TO LEARN, EXCHANGE IDEAS, AND MAKE LASTING CONNECTIONS TO HELP ADVANCE THE FINANCIAL WELL-BEING OF INDIVIDUALS AND COMMUNITIES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $474,168

Program Service Revenue $2,208,686

Investment Income $206,030

Other Revenue $24,920

TOTAL REVENUE $2,913,804

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,465,325

Fundraising Expenses $16,560

Program Expenses $2,528,501

Other Expenses $1,689,233

TOTAL EXPENSES $3,154,558

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,913,804	$2,695,276	+0.1%
Expenses	$3,154,558	$2,957,085	+0.1%
Net Income	$-240,754	$-261,809	-0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$141,180

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DON FULTON	PRESIDENT	4.00	Officer Director	$0	$0	$0
BRANDY BAXTER	PRESIDENT - ELECT	4.00	Officer Director	$0	$0	$0
ANDI WRENN	PAST PRESIDENT	4.00	Officer Director	$0	$0	$0
MICHAEL ROUSH	TREASURER	4.00	Officer Director	$0	$0	$0
SASHA GRABENSTETTER	SECRETARY	4.00	Officer Director	$0	$0	$0
RITA GREEN	DIRECTOR	2.00	Director	$0	$0	$0
LUCY DELGADILLO	DIRECTOR	2.00	Director	$0	$0	$0
ANDIA DINESEN	DIRECTOR	2.00	Director	$0	$0	$0
ANN LENTELL	DIRECTOR	2.00	Director	$0	$0	$0
JACQUIE CARROLL	DIRECTOR	2.00	Director	$0	$0	$0
LYNNE PATTERSON	DIRECTOR	2.00	Director	$0	$0	$0
JESSICA LIMBRICK	DIRECTOR	2.00	Director	$0	$0	$0
BARBARA MARTINEZ	DIRECTOR	2.00	Director	$0	$0	$0
RACHAEL DELEON	EXECUTIVE DIRECTOR	40.00	Officer	$141,180	$0	$141,180

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$2,913,804	$3,154,558	$3,403,871	$-240,754
2023	$2,695,276	$2,957,085	$3,637,195	$-261,809
2022	$2,815,914	$2,738,061	$3,513,341	$77,853
2021	$2,119,290	$2,185,338	$4,375,287	$-66,048
2020	$2,100,143	$1,961,043	$4,050,124	$139,100
2019	$2,177,907	$2,124,056	$3,006,159	$53,851
2018	$2,957,376	$2,331,491	$3,055,418	$625,885

ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION