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Nonprofit · EIN 45-2178926

ASSOCIATION OF FINANCIAL EDUCATORS

Tax-exempt · W LAKE HILLS, TX 78746

Financials

$545K$603K2023$603K$767K2024
Revenue Expenses · by fiscal year end
Financials of ASSOCIATION OF FINANCIAL EDUCATORS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$602,783$767,037-$164,254$259,587$825,190-$565,603
December 31, 2023990$545,180$602,579-$57,399$375,485$783,943-$408,458
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$602,783
Membership dues
$602,783
Program service revenue
$0
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$5,947
Professional fundraising fees
$0
Accounting fees
$1,565

Balance sheet and other

Total assets, start of year
$375,485
Total assets, end of year
$259,587
Total liabilities, end of year
$825,190
Net assets, end of year
-$565,603
Gross receipts
$602,783
Employees
0
Year formed
2017
State of legal domicile
TX

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
BRIAN MCCARTHYVICE PRESIDENT
Trustee or director, Officer
40$21,044
KEVIN CROWNPRESIDENT
Trustee or director, Officer
40$0
990 for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
KEVIN CROWNPRESIDENT
Trustee or director, Officer
40$47,000
BRIAN MCCARTHYVICE PRESIDENT
Trustee or director, Officer
40$24,000

Address and contacts

Address (IRS master file)
108 WILD BASIN RD STE 250, W LAKE HILLS, TX 78746-3468
Mailing address (990-N for 2017)
700 LAVACA, AUSTIN TX 78701
Principal officer (990 for 2024)
BRIAN MCCARTHY, 1500 SUSANA DR, AUSTIN, TX 78734
Principal officer (990-N for 2017)
KEVIN CROWN, 7603 TOWANA CIRCLE, AUSTIN TX 78736
Signed the 990
BRIAN MCCARTHY, VICE PRESIDENT
Phone
(281) 809-4137
Return prepared by
ALLEN HILL ASSOCIATES

Mission

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.

990 for the year ended December 31, 2024

Program accomplishments

  • 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.
    Expenses $734,747

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Check at the IRS
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
45-2178926
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2018
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$194,159
Income (IRS master file)
$504,158

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$602,783$767,037$259,587XML
990December 2023$545,180$602,579$375,485XML
990December 2022$475,399$744,501$492,905IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990-N for 2017
Officer: KEVIN CROWN
December 31, 2017≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 45-2178926).

Questions about ASSOCIATION OF FINANCIAL EDUCATORS

What is the EIN of ASSOCIATION OF FINANCIAL EDUCATORS?
The employer identification number (EIN) of ASSOCIATION OF FINANCIAL EDUCATORS is 45-2178926.
Is ASSOCIATION OF FINANCIAL EDUCATORS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
Are donations to ASSOCIATION OF FINANCIAL EDUCATORS tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ASSOCIATION OF FINANCIAL EDUCATORS file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of ASSOCIATION OF FINANCIAL EDUCATORS due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ASSOCIATION OF FINANCIAL EDUCATORS last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of ASSOCIATION OF FINANCIAL EDUCATORS?
The 990 for the year ended December 31, 2024 names BRIAN MCCARTHY.
Who are the officers and directors of ASSOCIATION OF FINANCIAL EDUCATORS?
The 990 for the year ended December 31, 2024 lists 2 people; 1 received compensation from the organization, the highest $21,044 (BRIAN MCCARTHY, VICE PRESIDENT).
How much revenue does ASSOCIATION OF FINANCIAL EDUCATORS have?
On its 990 for the year ended December 31, 2024 it reported revenue of $602,783, expenses of $767,037 and total assets of $259,587 at year end.

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