Association For Financial Counselling & Plg Education USA
Only null% goes to programs Strong reserves Growing revenue
Association For Financial Counselling & Plg Education USA is a 501(c)(3) organization based in Westerville, Ohio, registered in 2009, with $2,913,804 in FY2024 revenue. CharityIndex grades it B.
79 S State St Ste D3, Westerville, OH, 43081 EIN 34-2017326 Since 2009
Revenue (FY2024)
$2.9M
▲ 8.1% vs prior year
Community median: $184K
Expenses (FY2024)
$3.2M
Net assets
$2.5M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
B
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Association For Financial Counselling & Plg Education USA— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating10 mo reserves · -8% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Association For Financial Counselling & Plg Education USA: 10 mo reserves · -8% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Association For Financial Counselling & Plg Education USA— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
CTransparency10% of the rating2 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Association For Financial Counselling & Plg Education USA: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Contact & location
- Address
- 79 S State St Ste D3, Westerville, OH, 43081
- City
- Westerville
- State
- Ohio
- Subcategory
- Alliances, Advocacy & Professional Societies
- Website
- …
Financial trends
Revenue grew from $1.3M (FY2014) to $2.9M (FY2024) across 11 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $858KNet assets $2.5M
Operating margin
-8.3%
Spent more than it raised in the latest fiscal year.
Total assets
$3.4M
Total liabilities
$858K
Net assets
$2.5M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $2,913,804▲8.1% | $3,154,558▲6.7% | $2,546,014▼3.6% | $3,403,871▼6.4% | 990 |
| 2023 | $2,695,276▼4.3% | $2,957,085▲8.0% | $2,641,541▼3.9% | $3,637,195▲3.5% | 990 |
| 2022 | $2,815,914▲32.9% | $2,738,061▲25.3% | $2,747,678▼16.7% | $3,513,341▼19.7% | 990 |
| 2021 | $2,119,290▲0.9% | $2,185,338▲11.4% | $3,298,145▲8.7% | $4,375,287▲8.0% | 990 |
| 2020 | $2,100,143▼3.6% | $1,961,043▼7.7% | $3,034,912▲17.4% | $4,050,124▲34.7% | 990 |
| 2019 | $2,177,907▼26.4% | $2,124,056▼8.9% | $2,585,029▲10.3% | $3,006,159▼1.6% | 990 |
| 2018 | $2,957,376▲36.5% | $2,331,491▲1.2% | $2,343,957▲12.4% | $3,055,418▲26.7% | 990 |
| 2017 | $2,167,189▼28.3% | $2,303,137▼4.8% | $2,085,830▼0.6% | $2,412,120▲5.3% | 990 |
| 2016 | $3,024,302▲23.9% | $2,420,012▲27.0% | $2,097,548▲36.8% | $2,290,779▲24.7% | 990 |
| 2015 | $2,441,428▲82.8% | $1,904,948▲61.7% | $1,532,860▲40.8% | $1,837,411▲45.8% | 990 |
| 2014 | $1,335,577 | $1,177,852▲18.4% | $1,088,639▲71.6% | $1,260,022▲98.6% | 990 |
| 2012 | — | $995,076 | $634,311 | $634,311 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Grants received · $630K total
8 grants to Association For Financial Counselling & Plg Education USA totaling $630K, reported by foundations on their Schedule I filings.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Columbus Foundation | Advancing philanthropy | 2024 | $122,935 |
| American Gift Fund | Operations | 2024 | $20,000 |
| Columbus Foundation | Advancing philanthropy | 2023 | $142,196 |
| Columbus Foundation | Advancing philanthropy | 2022 | $206,145 |
| Columbus Foundation | Advancing philanthropy | 2021 | $22,979 |
| Columbus Foundation | Advancing philanthropy | 2020 | $100,000 |
| Columbus Foundation | Advancing philanthropy | 2020 | $8,029 |
| Columbus Foundation | Advancing philanthropy | 2020 | $7,683 |
Similar organizations in Community
Community
Association of College Auxiliary Services Inc
Ashland, OH
$2.9M
Dannual revenue
Community
Final 2 Percent
Cincinnati, OH
$3.0M
Bannual revenue
- Community
Guernsey County Community Development Corporation
Cambridge, OH
$3.0M
Bannual revenue
Community
American Association of Service Coordinators
Worthington, OH
$3.0M
Bannual revenue
Community
Dayton Region New Market Fund LLC
Dayton, OH
$3.0M
Bannual revenue
- Community
Development Fund of the Western Reserve Inc
Akron, OH
$3.0M
Bannual revenue
Community
Short North Alliance Inc
Columbus, OH
$2.8M
C+annual revenue
Community
Akron Community Development Association Inc
Akron, OH
$3.1M
C+annual revenue
Community
Ohio City Incorporated
Cleveland, OH
$3.1M
Dannual revenue
Community
Freedom Equity Inc
Columbus, OH
$2.8M
Bannual revenue
Compare Association For Financial Counselling & Plg Education USA
Frequently asked questions
- Is Association For Financial Counselling & Plg Education USA a legitimate nonprofit?
- Yes. Association For Financial Counselling & Plg Education USA is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 34-2017326, based in Westerville, Ohio. Donations are tax-deductible.
- What is Association For Financial Counselling & Plg Education USA's EIN?
- Association For Financial Counselling & Plg Education USA's Employer Identification Number (EIN) is 34-2017326.
- How much revenue does Association For Financial Counselling & Plg Education USA report?
- Association For Financial Counselling & Plg Education USA reported $2,913,804 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Association For Financial Counselling & Plg Education USA have?
- CharityIndex grades Association For Financial Counselling & Plg Education USA B, based on financial health (reserves and operating margin).
More nonprofits in Westerville
Explore more
Data for Association For Financial Counselling & Plg Education USA (EIN 34-2017326) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.