Civic Intelligence

Napfa Consumer Education Foundation

990 • Fiscal year 2015 • EIN 20-2025908

Sep 01, 2014 to Aug 31, 2015 • Filed on Jan 14, 2016

Organization ProfileWWW.NAPFAFOUNDATION.ORG
8700 West Bryn Mawr Avenue No 700NChicago, IL 60631

(847) 483-5400

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

70th percentile

0.04x

Higher debt load relative to assets than 70% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

76th percentile

0.05x

Higher debt load relative to revenue than 76% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

59th percentile

7.2%

Higher net margin than 59% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

64th percentile

12%

Faster asset growth than 64% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

77th percentile

27%

Faster revenue growth than 77% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$74,875

Up $7,801 (+12%) from 2014

Net Assets

Up

$71,784

Up $4,710 (+7.0%) from 2014

Liabilities

Up

$3,091

Up $3,091 from 2014

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin59th percentile

Revenue

Up

$65,054

Up $13,686 (+27%) from 2014

Expenses

Up

$60,344

Up $709 (+1.2%) from 2014

Net Income

Up

$4,710

Up $12,977 (+157%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $60,839Liabilities 2011: $0Net Assets 2011: $60,8392011Assets 2012: $90,951Liabilities 2012: $0Net Assets 2012: $90,9512012Assets 2013: $75,341Liabilities 2013: $0Net Assets 2013: $75,3412013Assets 2014: $67,074Liabilities 2014: $0Net Assets 2014: $67,0742014Assets 2015: $74,875Liabilities 2015: $3,091Net Assets 2015: $71,7842015Assets 2016: $108,629Liabilities 2016: $5,827Net Assets 2016: $102,8022016Assets 2017: $135,102Liabilities 2017: $5,377Net Assets 2017: $129,7252017Assets 2018: $127,865Liabilities 2018: $4,278Net Assets 2018: $123,5872018Assets 2019: $161,881Liabilities 2019: $6,318Net Assets 2019: $155,5632019Assets 2020: $199,736Liabilities 2020: $6,812Net Assets 2020: $192,9242020Assets 2021: $259,117Liabilities 2021: $44,680Net Assets 2021: $214,4372021Assets 2022: $359,035Liabilities 2022: $0Net Assets 2022: $359,0352022Assets 2023: $351,365Liabilities 2023: $17,480Net Assets 2023: $333,8852023Assets 2024: $523,795Liabilities 2024: $13,092Net Assets 2024: $510,7032024

Highlighted filing

2015

Assets$74,875
Liabilities$3,091
Net Assets$71,784
Open 2015 Filing

Operations Trend

Revenue Growth77th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KExpenses 2011: $51,8922011Expenses 2012: $24,5732012Expenses 2013: $56,4712013Revenue 2014: $51,368Expenses 2014: $59,635Net Income 2014: -$8,2672014Revenue 2015: $65,054Expenses 2015: $60,344Net Income 2015: $4,7102015Revenue 2016: $93,901Expenses 2016: $62,883Net Income 2016: $31,0182016Revenue 2017: $84,705Expenses 2017: $57,782Net Income 2017: $26,9232017Revenue 2018: $70,919Expenses 2018: $77,057Net Income 2018: -$6,1382018Revenue 2019: $97,895Expenses 2019: $65,919Net Income 2019: $31,9762019Revenue 2020: $97,641Expenses 2020: $60,280Net Income 2020: $37,3612020Revenue 2021: $77,233Expenses 2021: $62,102Net Income 2021: $15,1312021Revenue 2022: $205,099Expenses 2022: $45,376Net Income 2022: $159,7232022Revenue 2023: $63,547Expenses 2023: $87,024Net Income 2023: -$23,4772023Revenue 2024: $235,263Expenses 2024: $108,827Net Income 2024: $126,4362024

Highlighted filing

2015

Revenue$65,054
Expenses$60,344
Net Income$4,710
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Jan 14, 2016
Return Version
2014v6.0
Gross Receipts
$65,054
Mission and Program Overview

Mission

Educate consumers about basic financial matters and to help them identify financial services that are in their best interest. Ncef's goal is to enable consumers across the country to become confident and proactive about the full range of financial issues they face.

Empower consumers to achieve positive financial outcomes and to support fee-only financial advisors in providing objective financial guidance to consumers on a pro-bono basis

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$64,906$72,873▲ $7,967
Rtn Earn Endowment Incm Other Fnds$67,074$71,784▲ $4,710
Prepaid Expenses and Deferred Charges$1,300$1,300→ $0
Intangible Assets$868$702▼ $166
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$67,074$74,875▲ $7,801
Liabilities
Accounts Payable and Accrued Expenses-$3,091-
Total Liabilities$0$3,091▲ $3,091
Net Assets / Fund Balance
Total Net Assets Fund Balance$67,074$71,784▲ $4,710
Total Liabilities and Net Assets / Fund Balance$67,074$74,875▲ $7,801
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Mary MalgoirePresident
Jamie MilneVice President
J David LewisDirector
L Ann CoulsonDirector
James CantrellSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$65,053
Program Service Revenue
$0
Investment Income
$1
Other Revenue
$0
All Other Contributions
$65,053
Change in Net Assets
$4,710
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$60,344
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$37,387--$37,387
Conferences and Meetings$5,720--$5,720
Fees for Services Other$2,594--$2,594
Travel$2,090--$2,090
All Other Expenses-$2,064-$2,064
Other Expenses$1,619$1,321-$1,321
Insurance-$916-$916
Fees for Services Legal-$456-$456
Fees for Services Accounting-$385-$385
Depreciation Depletion-$166-$166
Total Functional Expenses$55,036$5,308$0$60,344
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The governing board reviews the filing of the foundation's form 990 return of exempt organization before it is filed with the internal revenue service.”

Form 990, Part VI, Section C, Line 19

“The foundation's form 990 return of exempt organization is available to the public upon request which can be sent to the national office”

Filing and Contact Details

Filer

Filer Name
Napfa Consumer Education Foundation
EIN
20-2025908
Phone
8474835400
Address
8700 WEST BRYN MAWR AVENUE NO 700N, CHICAGO, IL 60631

Signing Officer

Name
Mary Malgoire
Title
President
Phone
3016563999
Signed
2016-01-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Ann Malgoire
Formed
2004
Legal Domicile
Il
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Schuman Simon & Grodecki Ltd
Address
626 W JACKSON BOULEVARD SUITE 550, CHICAGO, IL 60661-5615
Preparer
Harvey a Redern
Phone
3126484844
Raw XML Appendix342 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING BOARD REVIEWS THE FILING OF THE FOUNDATION'S FORM 990 RETURN OF EXEMPT ORGANIZATION BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION'S FORM 990 RETURN OF EXEMPT ORGANIZATION IS AVAILABLE TO THE PUBLIC UPON REQUEST WHICH CAN BE SENT TO THE NATIONAL OFFICE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05308
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt055036
IRS990/TotalFunctionalExpensesGrp/TotalAmt060344
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt03091
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt03091
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt067074
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt071784
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt055036
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt065054
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt067074
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt074875
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt02090
IRS990/TravelGrp/TotalAmt02090
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08120 WOODMONT AVENUE SUITE 630
IRS990/USAddress/CityNm0BETHESDA
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd020814
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.NAPFAFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY MALGOIRE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03016563999
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAPFA CONSUMER EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NAPF
ReturnHeader/Filer/EIN0202025908
ReturnHeader/Filer/PhoneNum08474835400
ReturnHeader/Filer/USAddress/AddressLine1Txt08700 WEST BRYN MAWR AVENUE NO 700N
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060631
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363458380
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHUMAN SIMON & GRODECKI LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0626 W JACKSON BOULEVARD SUITE 550
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0606615615
ReturnHeader/PreparerPersonGrp/PhoneNum03126484844
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HARVEY A REDERN
ReturnHeader/ReturnTs02016-01-14T14:54:55-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-09-01
ReturnHeader/TaxPeriodEndDt02015-08-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$74,875
Liabilities
$3,091
Net assets
$71,784
Revenue
$65,054
Expenses
$60,344
Net income
$4,710
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.24$0.13$5.11$2.35$1.09$1.26
2023Detailed filing. Detailed filing data is available for this year.$3.51$0.17$3.34$0.64$0.87$0.23
2022Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$2.05$0.45$1.60
2021Detailed filing. Detailed filing data is available for this year.$2.59$0.45$2.14$0.77$0.62$0.15
2020Detailed filing. Detailed filing data is available for this year.$2.00$0.07$1.93$0.98$0.60$0.37
2019Detailed filing. Detailed filing data is available for this year.$1.62$0.06$1.56$0.98$0.66$0.32
2018Detailed filing. Detailed filing data is available for this year.$1.28$0.04$1.24$0.71$0.77$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.35$0.05$1.30$0.85$0.58$0.27
2016Detailed filing. Detailed filing data is available for this year.$1.09$0.06$1.03$0.94$0.63$0.31
2015Detailed filing. Detailed filing data is available for this year.$0.75$0.03$0.72$0.65$0.60$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.51$0.60$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.00$0.75$0.56
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.00$0.91$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.00$0.61$0.52