Ohio · Nonprofit
ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION
ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION (Ohio) receives grants from 8 organizations whose IRS filings report $1,289,486 to it, the largest being COLUMBUS FOUNDATION ($609,967). 5 of them have funded it in more than one year.
- Revenue FY2024
- $2.9M
- Funders on record
- 8
- Grants received
- $1.3M
- Net assets
- $2.5M
What Association for Financial Counseling and Planning Education does
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.
As stated on its FY2024 Form 990.
Programs
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.
$551,938 spent$466,237 earned by the program22% of program spendingCertification - 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.
$707,314 spent$853,993 earned by the program28% of program spendingConference - 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.
$709,618 spent$591,516 earned by the program28% of program spendingMembership - the association's membership program is voluntary and provides individuals access to a professional network, professional development, and tools and resources that support the association's mission.other program and services - the association from time to time will partner with donors and corporations to provide specific programs or projects that align with the association's mission to ensure that all people have access to high-quality financial counseling, coaching, and planning education, affording them the opportunity to achieve financial well-being.
$559,631 spent$296,940 earned by the program22% of program spending
The 4 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $2,528,501.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2019 to 2020, from $3.0M to $4.1M (+35%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2020 5%. Grants only. Government contracts and fees sit inside program revenue.
16% of ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION’s revenue is contributions — about as donation-reliant as the typical peer (61% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 4 of the last 8 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Rachael Deleon
Executive director
As listed on its FY2024 Form 990.
Who funds it, year by year
2018 → 2023: the base broadened from 1 funder to 2 funders, grant income fell $150k → $142k.
3 of 8 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 49% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION leans on a few funders — its largest provides 47% of grant income and the top three 82%; half comes from just 2 funders.
the vertical line marks half of all grant income — 2 funders to its left
70% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION.
Largest funder’s share by year: 2018 100% · 2019 100% · 2020 38% · 2021 81% · 2022 100% · 2023 100% — broadly stable.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
33% of ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION's funders are still giving 3 years after their first grant; 63% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION draws 100% of its grant income from funders outside Ohio, across 4 states in all.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $630k arriving through sponsors registered in 3 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION's revenue grew 34% between 2017 and 2024.
this organization peer median middle 50% of peers· 4,203 community improvement nonprofits $1M–$10M, FY2024
Government funding ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION receives
Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $109k on record.
- Department of Defense$109k
Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.
Organizations like ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Ohio
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
80% of spending goes to programs.
Governance
Public support
82%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Screen this organization
A dated, signed PDF of the compliance screen for ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION?
- ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION (Ohio) receives grants from 8 organizations whose IRS filings report $1,289,486 to it, the largest being COLUMBUS FOUNDATION ($609,967). 5 of them have funded it in more than one year.
- How many funders does ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION have?
- IRS filings report 8 organizations giving $1,289,486 in grants to ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION, 5 of which have funded it in more than one year.
- Who is the largest funder of ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION?
- COLUMBUS FOUNDATION is the largest funder on record, with $609,967 in grants. The full list of funders is on this page.
- How can an organization like ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Ohio. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Association for Financial Counseling and Planning Education →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 8 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing