Association for Financial Counselling & PLG Education USA
Donations deductibleAssociation for Financial Counselling & PLG Education USA's network
13 peoplei13 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (13). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.The board
13 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 13 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Andi Wrenn | Past President | 2019 | 7 yrs |
| Andia Dinesen | Director | 2023 | 3 yrs |
| Ann Lentell | Director | 2023 | 3 yrs |
| Barbara Martinez | Director | 2024 | 2 yrs |
| Brandy Baxter | President - Elect | 2021 | 5 yrs |
| Don Fulton | President | 2020 | 6 yrs |
| Jacquie Carroll | Director | 2023 | 3 yrs |
| Jessica Limbrick | Director | 2024 | 2 yrs |
| Lucy Delgadillo | Director | 2022 | 4 yrs |
| Lynne Patterson | Director | 2024 | 2 yrs |
| Michael Roush | Treasurer | 2023 | 3 yrs |
| Rita Green | Director | 2022 | 4 yrs |
| Sasha Grabenstetter | Company secretary | 2023 | 3 yrs |
Officers and senior leadership
2 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Rachael Deleon | Executive Director - 01/28 - 12/31 | since 2022 |
| Rebecca Wiggins | Executive Director - 01/01 - 01/28 | since 2018 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Rachael Deleon | Executive Director | 40 | $141k | ||
| Don Fulton | President | 4 | $0 | ||
| Brandy Baxter | President - Elect | 4 | $0 | ||
| Andi Wrenn | Past President | 4 | $0 | ||
| Michael Roush | Treasurer | 4 | $0 | ||
| Sasha Grabenstetter | Secretary | 4 | $0 | ||
| Rita Green | Director | 2 | $0 | ||
| Lucy Delgadillo | Director | 2 | $0 | ||
| Andia Dinesen | Director | 2 | $0 | ||
| Ann Lentell | Director | 2 | $0 | ||
| Jacquie Carroll | Director | 2 | $0 | ||
| Lynne Patterson | Director | 2 | $0 | ||
| Jessica Limbrick | Director | 2 | $0 | ||
| Barbara Martinez | Director | 2 | $0 |
About
- Legal name
- Association for Financial Counselling & PLG Education USA
- EIN
- 342017326
- Address
- 79 S State St Ste D3, Westerville, OH, 43081-2066
- State
- Ohio
- 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 filed on the Form 990)
- Activity (NTEE)
- S05 Community improvement and capacity building
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Community Improvement & Capacity Building
- Size band
- 6 (IRS master file code)
- Formed
- 2009
- Principal officer
- Rachael Deleon (as named on the Form 990)
- IRS ruling date
- 1 July 2009
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥7years on the filingsAndi Wrenn
≥6years on the filingsDon Fulton
≥5years on the filingsBrandy Baxter
≥4years on the filingsLucy Delgadillo
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $3.4m
- Total liabilities
- $858k
- Net assets or fund balances
- $2.5m
- Contributions and grants received
- $474k
- Program service revenue
- $2.2m
- Employees
- 20
- Volunteers
- 90
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $2.9m | $3.2m | Deficit $241k |
As filed on the IRS Form 990. US dollars.