Nonprofit screen
Screen a listAssociation for Financial Counseling and Planning Education
Can you give?
Listed with the IRS. Every screen came back clear.
A 501(c)(3) on Publication 78 and the IRS master file.
- IRS listing
- Listed
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- No record
- Charity type
- 509(a)(2)
$2.9Mrevenue
FY2024 · +37% in 3 yrs20staff
8 of 8years filed
’17’18’19’20’21’22’23’24
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2024
Operating margin−8.3%
Months of reserve1.1mo
Revenue growth (annualized)+4.3%
Middle half of peersMedianAssociation for Financial Counseling and Planning Education
Where the money goes FY2024 · $3.2M spent
Programs$2.5M80%Management and general$609k19%Fundraising$17k1%990 FY2024 · Part IX line 25
Worth checking1
Deficits in 2 of the last 3 years
−$262k in FY2023 and −$241k in FY2024. Cash covers 1.1 months, under the peer median of 5.5.
990 Part I and balance sheetIn its favor1
Strong governance
13 of 13 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VI8funders
$157ka year, last 3 years
79%from its largest funder
Funder’18’19’20’21’22’23Investor Protection TrustStopped after FY2020$150k$54k$65k–Jpmorgan Chase FoundationOn and off$175kNational Endowment for Financial EducationStopped after FY2021$50k$100k–The USAA Educational FoundationOn and off$60kDonor-advised giftsDonors not disclosed$116k$23k$206k$142k
FundedThrough a donor-advised fundStopped