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Compensation 990 is an independent service that uses public IRS Form 990 filings as its source data. We clean and standardize this information, but the original filings may contain errors or omissions. Years on this site refer to the organization’s fiscal year end date on the filing.

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Organizations Community Improvement & Capacity Building Association for Financial Counseling and Planning Education

Association for Financial Counseling and Planning Education

Fiscal year ending 2024. Filed on November 18, 2025.

79 S State St D3
Westerville, Ohio 43081

Association for Financial Counseling and Planning Education (EIN: 34-2017326) has filed an IRS Form 990 since at least fiscal year 2016. In its fiscal year 2024 IRS Form 990 filing, Association for Financial Counseling and Planning Education, a 501(c)(3) charitable organization, reported compensation for 1 out of 20 total employees. Among the employees shown here, the average compensation is $141,180. The highest compensated employee at Association for Financial Counseling and Planning Education is Rachael Deleon with fiscal year 2024 compensation of $141,180.

Revenue, expenses, and employee compensation

Revenue

$2,913,804

Expenses

$3,154,558

Employee compensation

$1,465,325
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Rachael Deleon
Executive Director
$141,180
$141,180 No related compNo other comp

Benchmark Employee Compensation

Non-Employee Board Members

Andi Wrenn
Former President
Andia Dinesen
Director
Ann Lentell
Director
Barbara Martinez
Director
Brandy Baxter
President-Elect
Don Fulton
President
Jacquie Carroll
Director
Jessica Limbrick
Director
Lucy Delgadillo
Director
Lynne Patterson
Director
Michael Roush
Treasurer
Rita Green
Director

Mission Statement

AFCPE PROVIDES PROFESSIONAL DEVELOPMENT EXPERIENCES FOR FINANCIAL EDUCATORS, PRACTITIONERS AND RESEARCHERS TO IMPROVE THE ECONOMIC WELL-BEING OF INDIVIDUALS AND FAMILIES WORLDWIDE. AFCPE ACCOMPLISHES THIS MISSION THROUGH CERTIFICATION PROGRAMS, MEETINGS, WORKSHOPS, ROUNDTABLES, AND AN ANNUAL CONFERENCE.

Revisions to this organization profile

November 18, 2025:
2024 Association for Financial Counseling and Planning Education 990 filed
November 15, 2024:
2023 Association for Financial Counseling and Planning Education 990 filed
November 15, 2023:
2022 Association for Financial Counseling and Planning Education 990 filed

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