Form 990-ez, Part I, Line 8 - Other Revenue
“Description: interest. Amount: 517.”
990EZ • Fiscal year 2018 • EIN 20-2025908
Scores are not available for this record yet.
Assets
Flat$127,865
Flat from 2018
Net Assets
Flat$123,587
Flat from 2018
Liabilities
Flat$4,278
Flat from 2018
Revenue
Flat$70,919
Flat from 2018
Expenses
Flat$77,057
Flat from 2018
Net Income
Flat-$6,138
Flat from 2018
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.
| Description | Grants | Expenses |
|---|---|---|
| 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 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JENNIFER SHIMP | Program Officer | PT | $41,633 | $1,105 | $42,738 |
| L ANN COULSON | Director | - | $0 | - | - |
| ANNE GIBSON | Director | - | $0 | - | - |
| SKIP SCHWEISS | President | - | $0 | - | - |
| JENNIFER SANCHEZ | Vice President | - | $0 | - | - |
| JAMES CANTRELL | Secretary/Treasurer | - | $0 | - | - |
“Description: interest. Amount: 517.”
“Description: travel and meetings. Amount: 3,628. Description: fees and other expenses. Amount: 2,346. Total to form 990-ez, line 16: 5,974.”
“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.”
“Description: accounts payable. Beg. Of year amount: 5,377. End of year amount: 4,278.”
“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.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | THE ORGANIZATION |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8474835400 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 8700 WEST BRYN MAWR AVENUE NO 700N |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | CHICAGO |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | IL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 60631 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 133802 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 123817 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 70402 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -6138 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 13978 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 135102 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 127865 |
| IRS990EZ/GrossReceiptsAmt | 0 | 70919 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIVInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 129725 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 123587 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 129725 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 123587 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 2601 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 30.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 41633 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 1105 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | L ANN COULSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | ANNE GIBSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | SKIP SCHWEISS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | JENNIFER SANCHEZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | JAMES CANTRELL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | JENNIFER SHIMP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | SECRETARY/TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | PROGRAM OFFICER |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 1300 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 4048 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 5974 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 517 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 4453 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 21268 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/RelatedOrgSect527OrgInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 50051 |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | IL |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 5377 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 4278 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 77057 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 21268 |
| IRS990EZ/TotalRevenueAmt | 0 | 70919 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 1 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.NAPFAFOUNDATION.ORG |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 70402 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 84703 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 93900 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 65053 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 51367 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 365425 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 517 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 2 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 1 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 522 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.98940 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.96130 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 362063 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 3362 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 70402 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 84703 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 93900 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 65053 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 51367 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 365425 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 365947 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST. AMOUNT: 517. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: 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/ExplanationTxt | 2 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 5,377. END OF YEAR AMOUNT: 4,278. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART IV |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE 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. |
| ReturnHeader/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | SKIP SCHWEISS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8474835400 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-02-18 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | NAPFA CONSUMER EDUCATION FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | NAPF |
| ReturnHeader/Filer/EIN | 0 | 202025908 |
| ReturnHeader/Filer/PhoneNum | 0 | 8474835400 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 8700 WEST BRYN MAWR AVENUE NO 700N |
| ReturnHeader/Filer/USAddress/CityNm | 0 | CHICAGO |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | IL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 60631 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 099BB351ED5C43DB8E4A0DD96B056B1430213725 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 2D5B0BD3402E39B7C704900C7FC251DEED649B44 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 38.100.43.98 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2019-02-18 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | ES |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 18:32:30 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 470900880 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | CALIBRE CPA GROUP PLLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 7501 WISCONSIN AVENUE SUITE 1200 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt | 0 | WEST |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | BETHESDA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 20814 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2023319880 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | STEVEN C DARR CPA CMA |
| ReturnHeader/ReturnTs | 0 | 2019-02-18T17:33:33-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-09-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-08-31 |
| ReturnHeader/TaxYr | 0 | 2017 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.