American Financial Education Alliance

American Financial Education Alliance is a charitable organization (also an educational organization) in Matthews, North Carolina. Its tax id (EIN) is 38-3844292. It was granted tax-exempt status by IRS in March, 2012. For detailed information such as income and other financial data of American Financial Education Alliance, refer to the following table.


Profile of American Financial Education Alliance

Organization Name American Financial Education Alliance
Other NameAfea
Tax Id (EIN)38-3844292
Address 10020 Monroe Rd Ste 170 Pmb 234, Matthews, NC 28105-5493
In Care of Name Kaeleen Bruce
All tax-exempt organizations in zip code 28105
Tax PeriodAssetIncomeRevenue
December, 2013$0$0$0
December, 2015$103,600$299,968$299,968
December, 2016$29,997$502,199$502,199
December, 2017$41,396$562,969$562,969
December, 2018$113,521$707,229$707,229
December, 2019$226,529$1,058,191$1,058,191
December, 2021$225,082$1,756,964$614,339
December, 2022$303,436$3,007,642$953,296
December, 2023$212,726$3,304,412$1,035,549
IRS Exempt Status Ruling Date March, 2012
Exempt Status Unconditional Exemption
Deductibility Contributions are deductible
Tax Exempt Classification Human Services – Multipurpose and Other
Tax Exempt Activity Financial Counseling, Money Management
NTEE CodeP51
Foundation Type Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes. 509(a)(2)
Organization Type Corporation
Organization Classification Charitable Organization
Affiliation Independent - This organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Primary Return(s) Required to File 990 (all other) or 990EZ return
Private Foundation Filing Requirement No need to 990-PF return
Asset Range Reported on Form 990$100,000 to 499,999
Income Range Reported on Form 990$1,000,000 to 4,999,999
Accounting Period 12