- Revenue 2024
- $38,659,573
- Expenses 2024
- $44,554,114
Program services were 74.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- B500
- Classification
- 2000
- Street
- 630 ALLENDALE RD STE 400
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Mission and programs · 2024
Mission
The mission of The American College of Financial Services is to provide applied financial knowledge and education, promote life-long learning, and advocate for ethical standards for the benefit of society.
Activities or mission (Part I)
The mission of The American College of Financial Services (continued on next page).
-
The Huebner School administers the curriculum leading to the CLU, ChFC, RICP, ChLF, ChSNC, and WMCP professional designations. It also provides the educational content needed to obtain the CFP professional designation. There are approximately 14,000 students enrolled in these programs.
Expenses $21,632,149 · Grants $765,726 · Revenue $19,408,055
-
The Irwin Graduate School administers the curriculum leading to the Master of Science in Management, the Master of Science in Financial Planning, and the Chartered Advisor in Philanthropy designation. There are approximately 1,000 students enrolled in these programs.
Expenses $2,864,331 · Grants $317,785 · Revenue $2,569,837
-
The 'Non Credit Designations' category includes the new Tax Planning Certified Professional (TPCP) and the Financial Services Certified Professional Program. The TPCP opened for enrollment in 2024 and provides financial professionals with comprehensive tax planning training. The Financial Services Certified Professional (FSCP) Program administers the curriculum leading to the FSCP professional designation. There are approximately 2,300 students enrolled in these programs.
Expenses $2,763,403 · Grants $5,205 · Revenue $2,479,286
-
Expenses $5,795,256 · Grants $27,980 · Revenue $5,199,421
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
George Nichols
President & CEO
- Total calculated
- $1,121,459
- From this org
- $1,096,751
- From related orgs
- $0
- Other
- $24,708
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $750,187
- Bonus
- $325,000
- Other
- $21,564
- Deferred
- $22,425
- Nontaxable benefits
- $2,283
- Filer's total
- $1,121,459
-
Todd Schoon
EVP & Senior Advisor to the President
- Total calculated
- $78,000
- From this org
- $78,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Joe Bergan
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Scott Berlin through 062024
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Wallace Boston
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Brandon Carter
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Lisa Davis eff 022024
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Edward Deutschlander
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Kristin Ferguson eff 022024
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Matt Foran
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Timothy Gerend through 062024
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
John Howard
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Salene Hitchcock-Gear
Board Chair
- Total calculated
- $0
- Hours/week
- 1
-
Michael James
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Michelle Johnson
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Paul LaPiana eff 092024
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Cheri Lytle
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Brad Montgomery
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Ellen Rinaldi
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
John Roberts eff 062024
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Kristi Rodriguez
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Matthew Spriggs
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Mark Montgomery
Chief Financial & Risk Officer
- Total calculated
- $389,532
- From this org
- $339,683
- From related orgs
- $0
- Other
- $49,849
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $270,179
- Bonus
- $68,694
- Other
- $810
- Deferred
- $18,268
- Nontaxable benefits
- $31,581
- Filer's total
- $389,532
-
Ryan Shaw
Deputy CFRO & Treasurer
- Total calculated
- $216,670
- From this org
- $205,617
- From related orgs
- $0
- Other
- $11,053
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $189,764
- Bonus
- $14,040
- Other
- $1,813
- Deferred
- $9,351
- Nontaxable benefits
- $1,702
- Filer's total
- $216,670
-
Gwendolyn Hall
EVP - Provost
- Total calculated
- $524,435
- From this org
- $496,450
- From related orgs
- $0
- Other
- $27,985
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $395,326
- Bonus
- $78,000
- Other
- $23,124
- Deferred
- $17,250
- Nontaxable benefits
- $10,735
- Filer's total
- $524,435
The first 25 listed. Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $38,659,573
- Expenses
- $44,554,114
- Contributions
- $6,137,732
- Grants paid
- $1,116,696
-
2023
- Revenue
- $36,432,433
- Expenses
- $46,592,108
- Contributions
- $4,241,123
- Grants paid
- $2,069,228
-
2022
- Revenue
- $42,764,536
- Expenses
- $46,373,591
- Contributions
- $13,794,611
- Grants paid
- $2,589,587
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $39,801,880
- Expenses
- $41,877,523
- Assets (EOY)
- $101,126,239
-
2020 · 990
- Revenue
- $32,899,463
- Expenses
- $37,941,517
- Assets (EOY)
- $102,688,115
-
2019 · 990
- Revenue
- $29,162,563
- Expenses
- $36,448,840
- Assets (EOY)
- $64,656,917
-
2018 · 990
- Revenue
- $25,877,792
- Expenses
- $39,183,853
- Assets (EOY)
- $57,353,215
-
2017 · 990
- Revenue
- $28,752,308
- Expenses
- $39,452,494
- Assets (EOY)
- $69,579,845
-
2016 · 990
- Revenue
- $34,084,208
- Expenses
- $40,856,703
- Assets (EOY)
- $58,797,202
-
2015 · 990
- Revenue
- $42,856,456
- Expenses
- $37,912,466
- Assets (EOY)
- $64,599,068
-
2014 · 990
- Revenue
- $37,472,397
- Expenses
- $36,066,611
- Assets (EOY)
- $63,883,457
-
2013 · 990
- Revenue
- $35,368,058
- Expenses
- $32,638,835
- Assets (EOY)
- $62,544,994
-
2013 · 990
- Revenue
- $35,368,058
- Expenses
- $32,638,835
- Assets (EOY)
- $62,544,994
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.
Grants received
-
$1,500,000
2023 1 grant(s) for varying purposes
-
CHARITIES AID FOUNDATION AMERICA
$881,323
2023 CHARITABLE DONATION
-
2024 GENERAL SUPPORT
-
2024 For grant recipient's exempt purposes
-
2022 For grant recipient's exempt purposes
-
CHARITIES AID FOUNDATION AMERICA
$139,967
2022 CHARITABLE DONATION
-
2023 For grant recipient's exempt purposes
-
DONOR ADVISED CHARITABLE GIVING
$111,855
2024 EDUCATION
-
THE AYCO CHARITABLE FOUNDATION
$82,000
2024 EDUCATION
-
THE AYCO CHARITABLE FOUNDATION
$77,000
2023 EDUCATION
The 10 largest by cash amount. The API serves every itemized grant.
California fundraising campaigns
Campaigns run by paid fundraisers, commercial coventurers and thrift stores naming this organization, as California published them. Both figures are as filed, and what the first one counts depends on the campaign type — a coventurer or a thrift store files its own sales rather than money collected for the charity. The 990 reports this only as a yearly total, never per campaign.
-
TSM DONOR ENGAGEMENT TEAM INC.
$3,668 raised
2019 Commercial Fundraiser
-$8,588 to charity
Amounts are as filed and do not add up: a commercial coventurer reports one promotion's whole gross once for each charity that shared in it. A campaign may also name more than one registered charity, in which case it appears on each.
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 13 October 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.