Civic Intelligence

Napfa Consumer Education Foundation

990EZ • Fiscal year 2021 • EIN 20-2025908

Sep 01, 2020 to Aug 31, 2021 • Filed on Mar 24, 2022

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

(847) 483-5400

Siviq Scores

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

Liabilities / Assets

81st percentile

0.17x

Higher debt load relative to assets than 81% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

91st percentile

0.58x

Higher debt load relative to revenue than 91% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

64th percentile

20%

Higher net margin than 64% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

91st percentile

$42,424

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 54.9% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

72nd percentile

30%

Faster asset growth than 72% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

30th percentile

-21%

Faster revenue growth than 30% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$259,117

Up $59,381 (+30%) from 2020

Net Assets

Up

$214,437

Up $21,513 (+11%) from 2020

Liabilities

Up

$44,680

Up $37,868 (+556%) from 2020

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin64th percentile

Revenue

Down

$77,233

Down $20,408 (-21%) from 2020

Expenses

Up

$62,102

Up $1,822 (+3.0%) from 2020

Net Income

Down

$15,131

Down $22,230 (-60%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2021

Assets$259,117
Liabilities$44,680
Net Assets$214,437
Open 2021 Filing

Operations Trend

Revenue Growth30th 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

2021

Revenue$77,233
Expenses$62,102
Net Income$15,131
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Mar 24, 2022
Return Version
2020v4.2
Gross Receipts
$77,233
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$23,305
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT HARKEYProgram OfficerPT$42,424-$42,424
AMY IRVINE CFPTrustee-$0--
KRISTY L ARCHULETA PHDTrustee-$0--
BRENDA KNOXTrustee-$0--
JEFF DVORAKTrustee-$0--
MARGE SCHILLERTrustee-$0--
TOM BRADLEYTrustee-$0--
MICHAEL JOYCEPresident-$0--
DANIELLE SEURKAMP CFPVice President-$0--
JAMIE MILNESecretary/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 700, CHICAGO, IL 60631

Signing Officer

Name
Michael Joyce
Title
President
Phone
8474835400
Signed
2022-03-24
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: 576. Description: miscellaneous revenue. Amount: 125. Total to form 990-ez, line 8: 701.”

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

“Description: travel and meetings. Amount: 1,274. Description: office expenses and information technology. Amount: 7,023. Description: payroll taxes, fees and other expenses. Amount: 3,953. Total to form 990-ez, line 16: 12,250.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized gains on investments. Amount: 6,382.”

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

“Description: due to napfa. Beg. Of year amount: 6,791. End of year amount: 44,680. Description: accounts payable. Beg. Of year amount: 21. End of year amount: 0.”

Raw XML Appendix204 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9PROGRAM OFFICER
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IRS990EZ/PrimaryExemptPurposeTxt0EDUCATE 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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 576. DESCRIPTION: MISCELLANEOUS REVENUE. AMOUNT: 125. TOTAL TO FORM 990-EZ, LINE 8: 701.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: TRAVEL AND MEETINGS. AMOUNT: 1,274. DESCRIPTION: OFFICE EXPENSES AND INFORMATION TECHNOLOGY. AMOUNT: 7,023. DESCRIPTION: PAYROLL TAXES, FEES AND OTHER EXPENSES. AMOUNT: 3,953. TOTAL TO FORM 990-EZ, LINE 16: 12,250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED GAINS ON INVESTMENTS. AMOUNT: 6,382.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: DUE TO NAPFA. BEG. OF YEAR AMOUNT: 6,791. END OF YEAR AMOUNT: 44,680. DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 21. END OF YEAR AMOUNT: 0.
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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/ReturnTs02022-03-24T11:46:06-05:00
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ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$259,117
Liabilities
$44,680
Net assets
$214,437
Revenue
$77,233
Expenses
$62,102
Net income
$15,131
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