Civic Intelligence

Napfa Consumer Education Foundation

990EZ • Fiscal year 2018 • EIN 20-2025908

Sep 01, 2017 to Aug 31, 2018 • Filed on Feb 18, 2019

8700 West Bryn Mawr Avenue No 700NChicago, IL 60631

(847) 483-5400

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$127,865

Flat from 2018

Net Assets

Flat

$123,587

Flat from 2018

Liabilities

Flat

$4,278

Flat from 2018

Revenue And Expenses

Revenue

Flat

$70,919

Flat from 2018

Expenses

Flat

$77,057

Flat from 2018

Net Income

Flat

-$6,138

Flat from 2018

Historical Trend

Balance Sheet Trend

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 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

2018

Assets$127,865
Liabilities$4,278
Net Assets$123,587

Operations Trend

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 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

2018

Revenue$70,919
Expenses$77,057
Net Income-$6,138
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Feb 18, 2019
Return Version
2017v2.3
Gross Receipts
$70,919
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.

Program Services

DescriptionGrantsExpenses
WEB SITE "TURNING AMERICANS INTO CONFIDENT AND PROACTIVE FINANCIAL DECISION MAKERS" ASSISTS CONSUMERS WITH FINANCIAL DECISIONS AND MAJOR LIFE TRANSACTIONS. CONSUMERS ARE ABLE TO SELECT THE TRANSITION IN THEIR LIFE THAT IS RELEVANT TO THEIR CURRENT SITUATIONS AND IMMEDIATELY LEARN MORE ABOUT FINANCIAL TASKS INHERENT WITH THAT TRANSITION.$0$21,268
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER SHIMPProgram OfficerPT$41,633$1,105$42,738
L ANN COULSONDirector-$0--
ANNE GIBSONDirector-$0--
SKIP SCHWEISSPresident-$0--
JENNIFER SANCHEZVice President-$0--
JAMES CANTRELLSecretary/Treasurer-$0--
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
Skip Schweiss
Title
President
Phone
8474835400
Signed
2019-02-18
Discuss with paid preparer
Yes

Preparer

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE SUITE 1200, WEST, BETHESDA, MD 20814
Preparer
Steven C Darr CPA Cma
Phone
2023319880
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: interest. Amount: 517.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: travel and meetings. Amount: 3,628. Description: fees and other expenses. Amount: 2,346. Total to form 990-ez, line 16: 5,974.

Form 990-ez, Part II, Line 24 - Other Assets

Description: accounts receivable. Beg. Of year amount: 0. End of year amount: 4,048. Description: other depreciable assets. Beg. Of year amount: 1,300. End of year amount: 0.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable. Beg. Of year amount: 5,377. End of year amount: 4,278.

Form 990-ez, Part IV

Compensation and benefits for the organization's program director are paid for by the national association of personal financial advisors, a related exempt organization, and then reimbursed by the foundation.

Raw XML Appendix180 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/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 517.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: TRAVEL AND MEETINGS. AMOUNT: 3,628. DESCRIPTION: FEES AND OTHER EXPENSES. AMOUNT: 2,346. TOTAL TO FORM 990-EZ, LINE 16: 5,974.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 4,048. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 1,300. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 5,377. END OF YEAR AMOUNT: 4,278.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION AND BENEFITS FOR THE ORGANIZATION'S PROGRAM DIRECTOR ARE PAID FOR BY THE NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS, A RELATED EXEMPT ORGANIZATION, AND THEN REIMBURSED BY THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART IV
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/ReturnTs02019-02-18T17:33:33-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
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