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Employer Identification Number 38-3844292

AMERICAN FINANCIAL EDUCATION ALLIANCE is a USA domiciled entity or foreign entity operating in the USA. The EIN ihas been issued by the IRS

Company Name:AMERICAN FINANCIAL EDUCATION ALLIANCE
Employer identification number (EIN):38-3844292
EIN Issuing AuthorityCincinnati, OH
NAIC Classification:523900
Federal tax statusExempt from federal income tax. Registered as a non-profit under 501(c)(3) Title 26 of the United States Code
State of IncorporationNorth Carolina, NC

Organization Overview

Mission StatementOUR MISSION IS TO ELIMINATE FINANCIAL ILLITERACY AND EMPOWER AMERICANS TO TAKE CONTROL OF THEIR FINANCES BY PROVIDING FREE EDUCATIONAL WORKSHOPS IN LOCAL COMUNITIES NATIONWIDE, AS PART OF OUR NON-PROFIT FINANCIAL WELLNESS PROGRAM.
Number of Employees12
Number of Volunteers12
Year Formed2011

Organization Governance

Legal DomicileNC
Voting Members - Governing Body7
Voting Members - Independent7

Organization Financials

2023-12-31
Total unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 2,260,570
Program Service Revenue from current yearUSD $ 2,681,643
Investment Income from prior yearUSD $ 2
Investment Income from current yearUSD $ 552
Other Revenue from prior yearUSD $ -2,041,051
Other Revenue from current yearUSD $ -2,251,618
Gross receipts from all sourcesUSD $ 3,304,412
Net assets / fund balances at end of fiscal yearUSD $ 62,255
Net assets / fund balances at beginning of fiscal yearUSD $ 147,881
Total liabilities at end of fiscal yearUSD $ 150,471
Total liabilities at beginning of fiscal yearUSD $ 155,555
Total assets at end of fiscal yearUSD $ 212,726
Total assets at beginning of fiscal yearUSD $ 303,436
Revenues less expenses for current yearUSD $ -85,401
Revenues less expenses for previous yearUSD $ -100,163
Total expenses for current yearUSD $ 1,120,950
Total expenses for previous yearUSD $ 1,053,459
Other expenses in current yearUSD $ 266,449
Other expenses in previous yearUSD $ 643,185
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 850,034
Employee salary and benefits paid in previous yearUSD $ 402,076
Benefits paid to or for members in current yearUSD $ 4,467
Benefits paid to or for members in previous yearUSD $ 8,198
Grants and similar amounts paid in current yearUSD $ 0
Total revenue in current fiscal yearUSD $ 1,035,549
Total revenue in previous fiscal yearUSD $ 953,296
Contributions and grants from current yearUSD $ 604,972
Contributions and grants from previous yearUSD $ 733,775
Cost of goods soldUSD $ 2,268,863
Revenue from membership duesUSD $ 604,232
Total of other revenueUSD $ 10,376
2022-12-31
Total unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 1,296,052
Program Service Revenue from current yearUSD $ 2,260,570
Investment Income from current yearUSD $ 2
Other Revenue from prior yearUSD $ -1,141,527
Other Revenue from current yearUSD $ -2,041,051
Gross receipts from all sourcesUSD $ 3,007,642
Net assets / fund balances at end of fiscal yearUSD $ 147,881
Net assets / fund balances at beginning of fiscal yearUSD $ 59,876
Total liabilities at end of fiscal yearUSD $ 155,555
Total liabilities at beginning of fiscal yearUSD $ 165,206
Total assets at end of fiscal yearUSD $ 303,436
Total assets at beginning of fiscal yearUSD $ 225,082
Revenues less expenses for current yearUSD $ -100,163
Revenues less expenses for previous yearUSD $ -190,121
Total expenses for current yearUSD $ 1,053,459
Total expenses for previous yearUSD $ 804,460
Other expenses in current yearUSD $ 643,185
Other expenses in previous yearUSD $ 163,677
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 402,076
Employee salary and benefits paid in previous yearUSD $ 639,763
Benefits paid to or for members in current yearUSD $ 8,198
Benefits paid to or for members in previous yearUSD $ 1,020
Grants and similar amounts paid in current yearUSD $ 0
Total revenue in current fiscal yearUSD $ 953,296
Total revenue in previous fiscal yearUSD $ 614,339
Contributions and grants from current yearUSD $ 733,775
Contributions and grants from previous yearUSD $ 459,814
Cost of goods soldUSD $ 2,054,346
Revenue from membership duesUSD $ 667,027
2021-12-31
Total unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 428,210
Program Service Revenue from current yearUSD $ 1,296,052
Investment Income from prior yearUSD $ 111
Investment Income from current yearUSD $ 0
Other Revenue from prior yearUSD $ -240,591
Other Revenue from current yearUSD $ -1,141,527
Gross receipts from all sourcesUSD $ 1,756,964
Net assets / fund balances at end of fiscal yearUSD $ 59,876
Net assets / fund balances at beginning of fiscal yearUSD $ -66,689
Total liabilities at end of fiscal yearUSD $ 165,206
Total liabilities at beginning of fiscal yearUSD $ 290,422
Total assets at end of fiscal yearUSD $ 225,082
Total assets at beginning of fiscal yearUSD $ 223,733
Revenues less expenses for current yearUSD $ -190,121
Revenues less expenses for previous yearUSD $ -210,731
Total expenses for current yearUSD $ 804,460
Total expenses for previous yearUSD $ 901,975
Other expenses in current yearUSD $ 163,677
Other expenses in previous yearUSD $ 277,897
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 639,763
Employee salary and benefits paid in previous yearUSD $ 624,078
Benefits paid to or for members in current yearUSD $ 1,020
Grants and similar amounts paid in current yearUSD $ 0
Total revenue in current fiscal yearUSD $ 614,339
Total revenue in previous fiscal yearUSD $ 691,244
Contributions and grants from current yearUSD $ 459,814
Contributions and grants from previous yearUSD $ 503,514
Cost of goods soldUSD $ 1,142,625
Revenue from membership duesUSD $ 433,824
2019-12-31
Total unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 69,381
Program Service Revenue from current yearUSD $ 16,410
Investment Income from current yearUSD $ 0
Other Revenue from prior yearUSD $ 207,063
Other Revenue from current yearUSD $ 389,546
Gross receipts from all sourcesUSD $ 1,058,191
Net assets / fund balances at end of fiscal yearUSD $ 215,133
Net assets / fund balances at beginning of fiscal yearUSD $ 104,540
Total liabilities at end of fiscal yearUSD $ 11,396
Total liabilities at beginning of fiscal yearUSD $ 8,981
Total assets at end of fiscal yearUSD $ 226,529
Total assets at beginning of fiscal yearUSD $ 113,521
Revenues less expenses for current yearUSD $ 110,593
Revenues less expenses for previous yearUSD $ 64,664
Total expenses for current yearUSD $ 947,598
Total expenses for previous yearUSD $ 642,565
Other expenses in current yearUSD $ 439,725
Other expenses in previous yearUSD $ 224,460
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 507,873
Employee salary and benefits paid in previous yearUSD $ 418,105
Benefits paid to or for members in current yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Total revenue in current fiscal yearUSD $ 1,058,191
Total revenue in previous fiscal yearUSD $ 707,229
Contributions and grants from current yearUSD $ 652,235
Contributions and grants from previous yearUSD $ 430,785
Revenue from membership duesUSD $ 625,398
2018-12-31
Total unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 25,717
Program Service Revenue from current yearUSD $ 69,381
Investment Income from current yearUSD $ 0
Other Revenue from prior yearUSD $ 130,320
Other Revenue from current yearUSD $ 207,063
Gross receipts from all sourcesUSD $ 707,229
Net assets / fund balances at end of fiscal yearUSD $ 104,540
Net assets / fund balances at beginning of fiscal yearUSD $ 39,876
Total liabilities at end of fiscal yearUSD $ 8,981
Total liabilities at beginning of fiscal yearUSD $ 1,520
Total assets at end of fiscal yearUSD $ 113,521
Total assets at beginning of fiscal yearUSD $ 41,396
Revenues less expenses for current yearUSD $ 64,664
Revenues less expenses for previous yearUSD $ 19,085
Total expenses for current yearUSD $ 642,565
Total expenses for previous yearUSD $ 543,884
Other expenses in current yearUSD $ 224,460
Other expenses in previous yearUSD $ 159,244
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 418,105
Employee salary and benefits paid in previous yearUSD $ 384,640
Benefits paid to or for members in current yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Total revenue in current fiscal yearUSD $ 707,229
Total revenue in previous fiscal yearUSD $ 562,969
Contributions and grants from current yearUSD $ 430,785
Contributions and grants from previous yearUSD $ 406,932
Revenue from membership duesUSD $ 429,660
2017-12-31
Total unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 97,782
Program Service Revenue from current yearUSD $ 25,717
Investment Income from current yearUSD $ 0
Other Revenue from prior yearUSD $ 25,037
Other Revenue from current yearUSD $ 130,320
Gross receipts from all sourcesUSD $ 562,969
Net assets / fund balances at end of fiscal yearUSD $ 39,876
Net assets / fund balances at beginning of fiscal yearUSD $ 20,791
Total liabilities at end of fiscal yearUSD $ 1,520
Total liabilities at beginning of fiscal yearUSD $ 9,206
Total assets at end of fiscal yearUSD $ 41,396
Total assets at beginning of fiscal yearUSD $ 29,997
Revenues less expenses for current yearUSD $ 19,085
Revenues less expenses for previous yearUSD $ -70,313
Total expenses for current yearUSD $ 543,884
Total expenses for previous yearUSD $ 572,512
Other expenses in current yearUSD $ 159,244
Other expenses in previous yearUSD $ 249,102
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 384,640
Employee salary and benefits paid in previous yearUSD $ 323,410
Benefits paid to or for members in current yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Total revenue in current fiscal yearUSD $ 562,969
Total revenue in previous fiscal yearUSD $ 502,199
Contributions and grants from current yearUSD $ 406,932
Contributions and grants from previous yearUSD $ 379,380
Revenue from membership duesUSD $ 406,075
Total of other revenueUSD $ 587
2015-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 4,314
Program Service Revenue from current yearUSD $ 52,700
Investment Income from prior yearUSD $ 16,456
Investment Income from current yearUSD $ 0
Other Revenue from prior yearUSD $ 4,208
Other Revenue from current yearUSD $ 20,086
Gross receipts from all sourcesUSD $ 299,968
Net assets / fund balances at end of fiscal yearUSD $ 91,104
Net assets / fund balances at beginning of fiscal yearUSD $ 8,435
Total liabilities at end of fiscal yearUSD $ 12,496
Total liabilities at beginning of fiscal yearUSD $ 4,028
Total assets at end of fiscal yearUSD $ 103,600
Total assets at beginning of fiscal yearUSD $ 12,463
Revenues less expenses for current yearUSD $ 82,669
Revenues less expenses for previous yearUSD $ -4,527
Total expenses for current yearUSD $ 217,299
Total expenses for previous yearUSD $ 122,530
Other expenses in current yearUSD $ 64,673
Other expenses in previous yearUSD $ 14,004
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 8,647
Employee salary and benefits paid in current yearUSD $ 152,626
Employee salary and benefits paid in previous yearUSD $ 99,879
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 299,968
Total revenue in previous fiscal yearUSD $ 118,003
Contributions and grants from current yearUSD $ 227,182
Contributions and grants from previous yearUSD $ 93,025
Revenue from membership duesUSD $ 226,221
Total of other revenueUSD $ 0

Other Company Names associated with EIN

AMERICAN FINANCIAL EDUCATION ALLIAN

Organization Addresses

The following addresses have been detected as associated with Tax Indentification Number 383844292

USA Mailing Address
8510 McAlpine Park Dr Ste 201
Charlotte
NC
28211
Date first seen: 2007-01-01
Date last seen: 2024-06-30
USA Location Address
8514 MCALPINE PARK DRIVE
SUITE 280
CHARLOTTE
NC
28211
Date first seen: 2007-01-01
Date last seen: 2024-06-30
USA Location Address
PO BOX 691624
14818 BELLEGLADE TRL
CHARLOTTE
NC
28227
Date first seen: 2007-01-01
Date last seen: 2024-07-31
USA Location Address
349 COPPERFIELD BLVD NE STE L #106
CONCORD
NC
28025
Date first seen: 2007-01-01
Date last seen: 2024-06-30
USA Location Address
10020 MONROE RD. SUITE170-234
MATTHEWS
NC
28105
Date first seen: 2007-01-01
Date last seen: 2024-08-31

EIN Events

Event Date Event description
2013-12-31Form 990-N declaration of Gross Receipts Under $25,000 in tax year 2013

Nearby companies/organizations

The following companies are located in the same ZIP code areas:

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