AFSA EDUCATION FOUNDATION
919 EIGHTEENTH STREET NW NO 300, WASHINGTON, DC 200065503 www.afsaef.org

Total Revenue
$867,052
Total Expenses
$707,337
Net Assets
$7,663,119

Organizations Filed Purposes: TO PROMOTE AWARENESS OF PERSONAL MONEY MANAGEMENT SKILLS AND KNOWLEDGE THAT WILL HELP CONSUMERS REALIZE THE BENEFITS OF RESPONSIBLE MONEY MANAGEMENT AND THE CREDIT PROCESS, AND BY PROVIDING PERSONAL FINANCE CURRICULA TO EDUCATE STUDENTS IN MIDDLE SCHOOL, HIGH SCHOOL AND COLLEGE.

THE MISSION OF AMERICAN FINANCIAL SERVICES ASSOCIATION EDUCATION FOUNDATION (AFSAEF) IS TO EDUCATE CONSUMERS OF ALL AGES ON PERSONAL FINANCE CONCEPTS AND HELP THEM REALIZE THE BENEFITS OF RESPONSIBLE MONEY MANAGEMENT WHILE GAINING A BETTER UNDERSTANDING OF THE CREDIT PROCESS.

MANAGEMENT DEVELOPMENT PROGRAMS - THE AFSAEF LEADERSHIP DEVELOPMENT PROGRAM WAS HELD AT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL WITH 30 PARTICIPANTS FROM 9 AFSA MEMBER COMPANIES. SESSIONS FOCUSED ON MANAGING AND LEADING, STRATEGY ISSUES, ETHICS, DEVELOPING AND DELIVERING PROFESSIONAL PRESENTATIONS, TEAM BUILDING, NEGOTIATIONS, CHANGE SIMULATION, INDUSTRY UPDATE, AND C-SUITE LEADER PERSPECTIVES. THE EDGE - EDUCATION, DEVELOPMENT, GROWTH AND ENRICHMENT PROGRAM WAS HELD AT MERCER UNIVERSITY IN ATLANTA WITH 88 REGISTERED PARTICIPANTS FROM 21 AFSA MEMBER COMPANIES. THE INDUSTRY'S TOP EXECUTIVES AND SUBJECT MATTER EXPERTS TAUGHT 19 DIFFERENT SESSIONS WITH TOPICS RANGING FROM TIME MANAGEMENT TO LEADERSHIP. A CULMINATING ACTIVITY INCLUDED C-SUITE PANELISTS SHARING THEIR PERSONAL PATHS TO SUCCESS.

MONEYSKILL - AN ONLINE PERSONAL FINANCE COURSE WITH 37 MODULES IN ENGLISH AND SPANISH, EDUCATES STUDENTS ON BASIC UNDERSTANDING OF MONEY-MANAGEMENT FUNDAMENTALS AND IS AVAILABLE TO SCHOOLS AT NO COST. THE CURRICULUM INCLUDES CONTENT AREAS OF INCOME, EXPENSES, SAVING AND INVESTING, CREDIT AND INSURANCE. THE COURSE IS DESIGNED TO BE USED AS ALL OR PART OF A PERSONAL FINANCE COURSE. TWO VERSIONS ARE AVAILABLE: HIGH SCHOOL/COLLEGE (ADAPTABLE FOR USE BY HOME SCHOOLERS AND/OR EMPLOYERS) AND MIDDLE SCHOOL LEVEL. AFSAEF CONDUCTED FULL CURRICULUM REVIEW AND UPDATE, LAUNCHED AN AMBASSADOR PROGRAM, AND CONDUCTED OUTREACH TO OVER 19,000 INDIVIDUALS VIA CONFERENCES AND ORGANIZATIONAL COLLABORATION.

Executives Listed on Filing

Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing

NameTitleHours Per WeekTotal Salary
Rhonda K AshburnEXECUTIVE DIRECTOR37.5$180,600
Elizabeth WebbDIRECTOR0.5$0
Marguerite WatanabeDIRECTOR0.5$0
Charles WaltersDIRECTOR0.5$0
Bob TrojanDIRECTOR0.5$0
John ShortDIRECTOR0.5$0
James SchneiderDIRECTOR0.5$0
Kathy RubleDIRECTOR0.5$0
Bill HimplerDIRECTOR0.5$0
Andrew MorrisonDIRECTOR0.5$0
Richard H Parker JrDIRECTOR0.5$0
Shannon MokhiberDIRECTOR0.5$0
Mary H McdowellDIRECTOR0.5$0
Martin E LessDIRECTOR0.5$0
Josh C JohnsonDIRECTOR0.5$0
Virginia C HerringDIRECTOR0.5$0
Tim HarrelsonDIRECTOR0.5$0
Frederick W GeissingerDIRECTOR0.5$0
Kevin James CullumDIRECTOR0.5$0
Jeffrey CaseyDIRECTOR0.5$0
Ann BybeeDIRECTOR0.5$0
Jonathon L LevinVICE CHAIR0.5$0
William C DunkelbergSECRETARY/TRESURER0.5$0
Rex J EllisonCHAIR0.5$0

Data for this page was sourced from XML published by IRS (public 990 form dataset) from: https://s3.amazonaws.com/irs-form-990/202041649349300014_public.xml

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