AUMdb

Association For Financial Counselling & Plg Education Usa

EIN 342017326 · 501(c)(3) · Public charity · Westerville, OH · recognized 2009

Assets
$3.4M
Revenue
$2.9M
Expenses
$3.2M
Investment income
$206K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Rachael Deleon Executive director $141,180 $0
Don Fulton President $0 $0
Brandy Baxter President - elect $0 $0
Andi Wrenn Past president $0 $0
Michael Roush Treasurer $0 $0
Sasha Grabenstetter Secretary $0 $0
Rita Green Director $0 $0
Lucy Delgadillo Director $0 $0
Andia Dinesen Director $0 $0
Ann Lentell Director $0 $0
Jacquie Carroll Director $0 $0
Lynne Patterson Director $0 $0
Jessica Limbrick Director $0 $0
Barbara Martinez Director $0 $0