Civic Intelligence

American Financial Education Alliance

EIN 38-3844292 • 501(c)3 • Matthews, NC

Profile

Our mission is to eliminate financial illiteracy and empower Americans to take control of their finances by providing free educational workshops in local communities nationwide, as part of our non-profit financial wellness program.

10020 Monroe Rd 170-234Matthews, NC 28105

www.myafea.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

86th percentile

0.73x

Higher debt load relative to assets than 86% of similar nonprofits.

NTEE P • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

55th percentile

0.12x

Higher debt load relative to revenue than 55% of similar nonprofits.

NTEE P • $1M-$5M nonprofits • Source year 2024

Net Margin

35th percentile

-0.5%

Higher net margin than 35% of similar nonprofits.

NTEE P • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE P • $1M-$5M nonprofits • Source year 2024

Asset Growth

32nd percentile

-3.0%

Faster asset growth than 32% of similar nonprofits.

NTEE P • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

73rd percentile

26%

Faster revenue growth than 73% of similar nonprofits.

NTEE P • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$206,303

Down $6,423 (-3.0%) from 2023

Liabilities

Down

$150,000

Down $471 (-0.3%) from 2023

Net Assets

Down

$56,303

Down $5,952 (-9.6%) from 2023

Operations
Liabilities / Revenue55th percentileNet Margin35th percentile

Revenue

Up

$1,301,690

Up $266,141 (+26%) from 2023

Expenses

Up

$1,307,642

Up $186,692 (+17%) from 2023

Net Income

Up

-$5,952

Up $79,449 (+93%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2014: $13,037Liabilities 2014: $4,0282014Assets 2015: $103,600Liabilities 2015: $12,496Net Assets 2015: $91,1042015Assets 2016: $29,997Liabilities 2016: $9,206Net Assets 2016: $20,7912016Assets 2017: $41,396Liabilities 2017: $1,520Net Assets 2017: $39,8762017Assets 2018: $113,521Liabilities 2018: $8,981Net Assets 2018: $104,5402018Assets 2019: $226,529Liabilities 2019: $11,396Net Assets 2019: $215,1332019Assets 2021: $225,082Liabilities 2021: $165,206Net Assets 2021: $59,8762021Assets 2022: $303,436Liabilities 2022: $155,555Net Assets 2022: $147,8812022Assets 2023: $212,726Liabilities 2023: $150,471Net Assets 2023: $62,2552023Assets 2024: $206,303Liabilities 2024: $150,000Net Assets 2024: $56,3032024

Highlighted filing

2024

Assets$206,303
Liabilities$150,000
Net Assets$56,303
Open 2024 Filing

Operations Trend

Revenue Growth73rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2014: $118,002Expenses 2014: $122,529Net Income 2014: -$4,5272014Revenue 2015: $299,968Expenses 2015: $217,299Net Income 2015: $82,6692015Revenue 2016: $502,199Expenses 2016: $572,512Net Income 2016: -$70,3132016Revenue 2017: $562,969Expenses 2017: $543,884Net Income 2017: $19,0852017Revenue 2018: $707,229Expenses 2018: $642,565Net Income 2018: $64,6642018Revenue 2019: $1,058,191Expenses 2019: $947,598Net Income 2019: $110,5932019Revenue 2021: $614,339Expenses 2021: $804,460Net Income 2021: -$190,1212021Revenue 2022: $953,296Expenses 2022: $1,053,459Net Income 2022: -$100,1632022Revenue 2023: $1,035,549Expenses 2023: $1,120,950Net Income 2023: -$85,4012023Revenue 2024: $1,301,690Expenses 2024: $1,307,642Net Income 2024: -$5,9522024

Highlighted filing

2024

Revenue$1,301,690
Expenses$1,307,642
Net Income-$5,952
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$206,303
Liabilities
$150,000
Net assets
$56,303
Revenue
$1,301,690
Expenses
$1,307,642
Net income
-$5,952
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.15$0.06$1.30$1.31$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.15$0.06$1.04$1.12$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.16$0.15$0.95$1.05$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.17$0.06$0.61$0.80$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.01$0.22$1.06$0.95$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.11$0.01$0.10$0.71$0.64$0.06
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.04$0.00$0.04$0.56$0.54$0.02
2016Summary only. Only limited summary data is available for this year.$0.03$0.01$0.02$0.50$0.57$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.10$0.01$0.09$0.30$0.22$0.08
2014Summary only. Only limited summary data is available for this year.$0.01$0.00$0.12$0.12$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Gross Receipts
$1,301,690
Mission and Program Overview

Mission

All other accomplishment financial wellness program provides little to no cost educational workshops covering the most relevant and challengi financial topics americans face today in communities nationwide.

Free educational workshops.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$154,638$154,569▼ $69
Prepaid Expenses and Deferred Charges$58,088$51,734▼ $6,354
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$212,726$206,303▼ $6,423
Liabilities
Mortgage Notes Payable Secured by Investment Property$150,000$150,000→ $0
Accounts Payable and Accrued Expenses$471--
Total Liabilities$150,471$150,000▼ $471
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$62,255$56,303▼ $5,952
Total Net Assets Fund Balance$62,255$56,303▼ $5,952
Total Liabilities and Net Assets / Fund Balance$212,726$206,303▼ $6,423

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$3,053$3,053
Other Land Buildings$0$514$514
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
James McclanahanPresident
Revenue and Support

Revenue Composition

Contributions and Grants
$701,869
Program Service Revenue
$3,059,338
Investment Income
$1,700
Other Revenue
$-2,461,217
All Other Contributions
$17,119
Change in Net Assets
$-5,952
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$991,987
Other Expenses$308,562
Grants and Similar Amounts Paid$20
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$545,699-$545,699
Current Officers, Directors, Trustees, and Key Employees$306,287--$306,287
Fees for Services Other-$141,033-$141,033
Payroll Taxes-$131,880-$131,880
Advertising$54,696--$54,696
Travel-$40,780-$40,780
Information Technology-$22,382-$22,382
Pension Plan Contributions-$8,121-$8,121
Interest-$7,692-$7,692
Benefits to Members$7,073--$7,073
Occupancy-$4,983-$4,983
Office Expenses$4,328--$4,328
Fees for Services Accounting-$3,571-$3,571
Conferences and Meetings$3,560--$3,560
Other Expenses-$2,769-$2,769
All Other Expenses-$2,609-$2,609
Insurance-$525-$525
Grants to Domestic Orgs$20--$20
Total Functional Expenses$375,964$931,678$0$1,307,642
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“No review was or will be conducted”

Form 990, Part VI, Section C, Line 19

“Tems are available upon written request to cfo or president”

Filing and Contact Details

Filer

Filer Name
American Financial Education Allian
EIN
38-3844292
Phone
7048459030
Address
10020 MONROE RD 170-234, MATTHEWS, NC 28105

Signing Officer

Name
Kaeleen Bruce
Title
CEO
Phone
7048459030
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kaeleen Bruce
Legal Domicile
Nc
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
19

Preparer

Firm
Zmb Tax Consultants Inc
Address
CA
Preparer
Surya Anand
Phone
6479794999
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Bank charges: program service expenses 0. Management and general expenses 326. Fundraising expenses 0. Total expenses 326. Other consultants and professional fees: program service expenses 0. Management and general expenses 25,673. Fundraising expenses 0. Total expenses 25,673. Meals: program service expenses 0. Management and general expenses 5,119. Fundraising expenses 0. Total expenses 5,119. Merchant fees: program service expenses 0. Management and general expenses 108,399. Fundraising expenses 0. Total expenses 108,399. Professional service: program service expenses 0. Management and general expenses 1,516. Fundraising expenses 0. Total expenses 1,516.”

Raw XML Appendix353 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/GrossSalesOfInventoryAmt0-2463914
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IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03053
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03053
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0514
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0514
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TEMS ARE AVAILABLE UPON WRITTEN REQUEST TO CFO OR PRESIDENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK CHARGES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 326. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 326. OTHER CONSULTANTS AND PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 25,673. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,673. MEALS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,119. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,119. MERCHANT FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 108,399. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 108,399. PROFESSIONAL SERVICE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,516. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,516.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0212726
IRS990/TotalAssetsEOYAmt0206303
IRS990/TotalAssetsGrp/BOYAmt0212726
IRS990/TotalAssetsGrp/EOYAmt0206303
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0701869
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0931678
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0375964
IRS990/TotalFunctionalExpensesGrp/TotalAmt01307642
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0150471
IRS990/TotalLiabilitiesEOYAmt0150000
IRS990/TotalLiabilitiesGrp/BOYAmt0150471
IRS990/TotalLiabilitiesGrp/EOYAmt0150000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt062255
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt056303
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt067008
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt067008
IRS990/TotalProgramServiceExpensesAmt0375964
IRS990/TotalProgramServiceRevenueAmt03059338
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0599821
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01301690
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt019
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0212726
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0206303
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt040780
IRS990/TravelGrp/TotalAmt040780
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010020 MONROE RD
IRS990/USAddress/CityNm0MATTHEWS
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028105
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0HTTPS://WWW.MYAFEA.ORG/
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KAELEEN BRUCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum07048459030
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMERICAN FINANCIAL EDUCATION ALLIAN
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0383844292
ReturnHeader/Filer/PhoneNum07048459030
ReturnHeader/Filer/USAddress/AddressLine1Txt010020 MONROE RD 170-234
ReturnHeader/Filer/USAddress/CityNm0MATTHEWS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028105
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ZMB TAX CONSULTANTS INC
ReturnHeader/PreparerFirmGrp/PreparerForeignAddress/AddressLine1Txt0258 GIBSON CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerForeignAddress/CityNm0BRADFORD
ReturnHeader/PreparerFirmGrp/PreparerForeignAddress/CountryCd0CA
ReturnHeader/PreparerFirmGrp/PreparerForeignAddress/ForeignPostalCd0L3Z 0X1
ReturnHeader/PreparerFirmGrp/PreparerForeignAddress/ProvinceOrStateNm0ONTARIO
ReturnHeader/PreparerPersonGrp/PhoneNum06479794999
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SURYA ANAND
ReturnHeader/ReturnTs02025-05-15T13:48:24-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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