Civic Intelligence

Association of Financial Educators

EIN 45-2178926 • 501(c)3 • West Lake Hills, TX

Profile

Our members generously donate their time to share their knowledge and empower a corporation or organizations employees to take control of their individual financial futures.

108 Wild Basin Rd S Ste 250West Lake Hills, TX 78746

n/A

Siviq Scores

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

Liabilities / Assets

99th percentile

3.18x

Higher debt load relative to assets than 99% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

94th percentile

1.37x

Higher debt load relative to revenue than 94% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

12th percentile

-27%

Higher net margin than 12% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

59th percentile

$21,044

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

10th percentile

-31%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

56th percentile

11%

Faster revenue growth than 56% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$259,587

Down $115,898 (-31%) from 2023

Liabilities

Up

$825,190

Up $41,247 (+5.3%) from 2023

Net Assets

Down

-$565,603

Down $157,145 (-38%) from 2023

Operations
Liabilities / Revenue94th percentileNet Margin12th percentile

Revenue

Up

$602,783

Up $57,603 (+11%) from 2023

Expenses

Up

$767,037

Up $164,458 (+27%) from 2023

Net Income

Down

-$164,254

Down $106,855 (-186%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$1.0M$500K$0-$500K-$1.0MAssets 2018: $53,432Liabilities 2018: $18,699Net Assets 2018: $34,7332018Assets 2019: $97,125Liabilities 2019: $20,157Net Assets 2019: $76,9682019Assets 2020: $106,181Liabilities 2020: $32,875Net Assets 2020: $73,3062020Assets 2021: $738,269Liabilities 2021: $820,226Net Assets 2021: -$81,9572021Assets 2022: $492,905Liabilities 2022: $843,964Net Assets 2022: -$351,0592022Assets 2023: $375,485Liabilities 2023: $783,943Net Assets 2023: -$408,4582023Assets 2024: $259,587Liabilities 2024: $825,190Net Assets 2024: -$565,6032024

Highlighted filing

2024

Assets$259,587
Liabilities$825,190
Net Assets-$565,603
Open 2024 Filing

Operations Trend

Revenue Growth56th percentile

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

$1.0M$500K$0-$500KRevenue 2018: $278,895Expenses 2018: $305,668Net Income 2018: -$26,7732018Revenue 2019: $474,065Expenses 2019: $431,830Net Income 2019: $42,2352019Revenue 2020: $578,463Expenses 2020: $582,124Net Income 2020: -$3,6612020Revenue 2021: $627,970Expenses 2021: $783,233Net Income 2021: -$155,2632021Revenue 2022: $475,399Expenses 2022: $744,501Net Income 2022: -$269,1022022Revenue 2023: $545,180Expenses 2023: $602,579Net Income 2023: -$57,3992023Revenue 2024: $602,783Expenses 2024: $767,037Net Income 2024: -$164,2542024

Highlighted filing

2024

Revenue$602,783
Expenses$767,037
Net Income-$164,254
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$259,587
Liabilities
$825,190
Net assets
-$565,603
Revenue
$602,783
Expenses
$767,037
Net income
-$164,254
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.60$8.25$5.66$6.03$7.67$1.64
2023Detailed filing. Detailed filing data is available for this year.$3.75$7.84$4.08$5.45$6.03$0.57
2022Detailed filing. Detailed filing data is available for this year.$4.93$8.44$3.51$4.75$7.45$2.69
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.38$8.20$0.82$6.28$7.83$1.55
2020Detailed filing. Detailed filing data is available for this year.$1.06$0.33$0.73$5.78$5.82$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.97$0.20$0.77$4.74$4.32$0.42
2018Detailed filing. Detailed filing data is available for this year.$0.53$0.19$0.35$2.79$3.06$0.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Dec 2, 2025
Return Version
2024v5.2
Gross Receipts
$602,783
Mission and Program Overview

Mission

Empowering individuals and communities with the knowledge they need to take control of their own financial well-being

Empowering individuals and communities with the knowledge they need to take control of their own finanacial well-being.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$326,852$212,268▼ $114,584
Other Notes and Loans Receivable, Net$48,633$47,284▼ $1,349
Prepaid Expenses and Deferred Charges-$35-
Rtn Earn Endowment Incm Other Fnds$-408,458$-565,603▼ $157,145
Total Assets$375,485$259,587▼ $115,898
Liabilities
Other Liabilities$783,943$825,190▲ $41,247
Total Liabilities$783,943$825,190▲ $41,247
Net Assets / Fund Balance
Total Net Assets Fund Balance$-408,458$-565,603▼ $157,145
Total Liabilities and Net Assets / Fund Balance$375,485$259,587▼ $115,898

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$6,088$6,088
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Brian MccarthyVice PresidentFT$21,044$21,044

Board Members and Trustees

NameTitle
Kevin CrownPresident
Revenue and Support

Revenue Composition

Contributions and Grants
$602,783
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-164,254
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$761,090
Salaries, Compensation, and Employee Benefits$5,947
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses---$295,958
Fees for Services Management---$289,935
Interest---$80,290
Advertising---$25,752
Information Technology---$25,500
Office Expenses---$6,930
Payroll Taxes---$5,947
Insurance---$1,942
Fees for Services Accounting---$1,565
Total Functional Expenses$0$0$0$767,037
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$808,490
Federal income taxes$16,700
Sba Loan Due to Covid-
Payroll Liabilities-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization has members that pay in membership dues.”

Form 990, Part VI, Section A, Line 7A

“Any additional members can be elected by the membership.”

Form 990, Part VI, Section A, Line 7B

“All decisions must be approved by the membership.”

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

“990 sent to governing body to review prior to submitting irs.”

Form 990, Part VI, Section C, Line 19

“Documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Association of Financial Educators
EIN
45-2178926
Phone
2818094137
Address
108 WILD BASIN RD S STE 250, WEST LAKE HILLS, TX 78746

Signing Officer

Name
Brian Mccarthy
Title
Vice President
Phone
2818094137
Signed
2025-12-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Mccarthy
Formed
2017
Legal Domicile
TX
Voting Board Members
2
Independent Board Members
0
Employees
0

Preparer

Firm
Allen Hill Associates
Address
907 RR 620 SOUTH 302, LAKEWAY, TX 78734
Preparer
Jane Lindsey CPA
Phone
5123286800
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1

“Empowering individuals and communities with the knowledge they need to take control of their own finanacial well-being.”

Raw XML Appendix315 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0EMPOWERING INDIVIDUALS AND COMMUNITIES WITH THE KNOWLEDGE THEY NEED TO TAKE CONTROL OF THEIR OWN FINANACIAL WELL-BEING.
IRS990/AdvertisingGrp/TotalAmt025752
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0BRIAN MCCARTHY
IRS990/BooksInCareOfDetail/PhoneNum02818094137
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt07603 TOWANA CIRCLE
IRS990/BooksInCareOfDetail/USAddress/CityNm0AUSTIN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd078736
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0326852
IRS990/CashNonInterestBearingGrp/EOYAmt0212268
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0602783
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0761090
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-164254
IRS990/CYSalariesCompEmpBnftPaidAmt05947
IRS990/CYTotalExpensesAmt0767037
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0602783
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0OUR MEMBERS GENEROUSLY DONATE THEIR TIME TO SHARE THEIR KNOWLEDGE AND EMPOWER A CORPORATION OR ORGANIZATIONS EMPLOYEES TO TAKE CONTROL OF THEIR INDIVIDUAL FINANCIAL FUTURES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0734747
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt01565
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt0289935
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt0040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0BRIAN MCCARTHY
IRS990/Form990PartVIISectionAGrp/PersonNm1KEVIN CROWN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt021044
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02017
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0602783
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt025500
IRS990/InsuranceGrp/TotalAmt01942
IRS990/InterestGrp/TotalAmt080290
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06088
IRS990/LandBldgEquipCostOrOtherBssAmt06088
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0true
IRS990/MembershipDuesAmt0602783
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0OUR MEMBERS GENEROUSLY DONATE THEIR TIME TO SHARE THEIR KNOWLEDGE AND EMPOWER A CORPORATION OR ORGANIZATIONS EMPLOYEES TO TAKE CONTROL OF THEIR INDIVIDUAL FINANCIAL FUTURES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0-408458
IRS990/NetAssetsOrFundBalancesEOYAmt0-565603
IRS990/NondeductibleContributionsInd0true
IRS990/NondeductibleContriDisclInd0true
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt06930
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0CREDIT CARD PROCESSING AND BANK FEES
IRS990/OtherExpensesGrp/Desc1PENALTIES INTEREST
IRS990/OtherExpensesGrp/Desc2CALL CENTER EXPENSE
IRS990/OtherExpensesGrp/TotalAmt021794
IRS990/OtherExpensesGrp/TotalAmt111424
IRS990/OtherExpensesGrp/TotalAmt2295958
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt0783943
IRS990/OtherLiabilitiesGrp/EOYAmt0825190
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt048633
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt047284
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt05947
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt035
IRS990/PrincipalOfficerNm0BRIAN MCCARTHY
IRS990/PriorPeriodAdjustmentsAmt07109
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0545180
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0529427
IRS990/PYRevenuesLessExpensesAmt0-57399
IRS990/PYSalariesCompEmpBnftPaidAmt073152
IRS990/PYTotalExpensesAmt0602579
IRS990/PYTotalRevenueAmt0545180
IRS990/QuidProQuoContributionsInd0false
IRS990/QuidProQuoContriDisclInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-164254
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-408458
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-565603
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0602783
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0545180
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0475399
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0627970
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0578463
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02829795
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt02829795
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0602783
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0545180
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0475399
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0627970
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0578463
IRS990ScheduleA/Total509Grp/TotalAmt02829795
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0602783
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0545180
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0475399
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0627970
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0578463
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02829795
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06088
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06088
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt016700
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1808490
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OTHER LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2SBA LOAN DUE TO COVID
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3PAYROLL LIABILITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalLiabilityAmt0825190
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EMPOWERING INDIVIDUALS AND COMMUNITIES WITH THE KNOWLEDGE THEY NEED TO TAKE CONTROL OF THEIR OWN FINANACIAL WELL-BEING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS MEMBERS THAT PAY IN MEMBERSHIP DUES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY ADDITIONAL MEMBERS CAN BE ELECTED BY THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL DECISIONS MUST BE APPROVED BY THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4990 SENT TO GOVERNING BODY TO REVIEW PRIOR TO SUBMITTING IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part I, Line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, Line 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section A, Line 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0375485
IRS990/TotalAssetsEOYAmt0259587
IRS990/TotalAssetsGrp/BOYAmt0375485
IRS990/TotalAssetsGrp/EOYAmt0259587
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0602783
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0767037
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0783943
IRS990/TotalLiabilitiesEOYAmt0825190
IRS990/TotalLiabilitiesGrp/BOYAmt0783943
IRS990/TotalLiabilitiesGrp/EOYAmt0825190
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-408458
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-565603
IRS990/TotalProgramServiceExpensesAmt0734747
IRS990/TotalReportableCompFromOrgAmt021044
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0602783
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0375485
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0259587
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt01500 SUSANA DR
IRS990/USAddress/CityNm0AUSTIN
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078734
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0https://afe-usa.org/
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN MCCARTHY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02818094137
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASSOCIATION OF FINANCIAL EDUCATORS
ReturnHeader/Filer/BusinessNameControlTxt0ASSO
ReturnHeader/Filer/EIN0452178926
ReturnHeader/Filer/PhoneNum02818094137
ReturnHeader/Filer/USAddress/AddressLine1Txt0108 WILD BASIN RD S STE 250
ReturnHeader/Filer/USAddress/CityNm0WEST LAKE HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078746
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202984727
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALLEN HILL ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0907 RR 620 SOUTH 302
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKEWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078734
ReturnHeader/PreparerPersonGrp/PhoneNum05123286800
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANE LINDSEY CPA
ReturnHeader/ReturnTs02025-12-02T02:15:54-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.