Civic Intelligence

Napfa Consumer Education Foundation

990 • Fiscal year 2023 • EIN 20-2025908

Sep 01, 2022 to Aug 31, 2023 • Filed on Jul 15, 2024

Organization ProfileWWW.NAPFAFOUNDATION.ORG
8700 West Bryn Mawr Avenue 700NChicago, IL 60631

(847) 483-5400

Siviq Scores

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

Liabilities / Assets

76th percentile

0.05x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

89th percentile

0.28x

Higher debt load relative to revenue than 89% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

13th percentile

-37%

Higher net margin than 13% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

43rd percentile

-2.1%

Faster asset growth than 43% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

7th percentile

-69%

Faster revenue growth than 7% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$351,365

Down $7,670 (-2.1%) from 2022

Net Assets

Down

$333,885

Down $25,150 (-7.0%) from 2022

Liabilities

Up

$17,480

Up $17,480 from 2022

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin13th percentile

Revenue

Down

$63,547

Down $141,552 (-69%) from 2022

Expenses

Up

$87,024

Up $41,648 (+92%) from 2022

Net Income

Down

-$23,477

Down $183,200 (-115%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2023

Assets$351,365
Liabilities$17,480
Net Assets$333,885
Open 2023 Filing

Operations Trend

Revenue Growth7th 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

2023

Revenue$63,547
Expenses$87,024
Net Income-$23,477
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Jul 15, 2024
Return Version
2022v5.0
Gross Receipts
$65,661
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$220,584$210,122▼ $10,462
Investments in Publicly Traded Securities$136,470$141,243▲ $4,773
Total Assets$359,035$351,365▼ $7,670
Other Assets Total$1,981$0▼ $1,981
Liabilities
Other Liabilities$0$17,480▲ $17,480
Total Liabilities$0$17,480▲ $17,480
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$359,035$333,885▼ $25,150
Total Net Assets Fund Balance$359,035$333,885▼ $25,150
Total Liabilities and Net Assets / Fund Balance$359,035$351,365▼ $7,670
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Danielle Seurkamp CfpPresident
Michael JoyceVice President
Jeff DvorakTrustee
Kristy L Archuleta PhdTrustee
Marge SchillerTrustee
Susan Strasbaugh Cfp EaTrustee
Tom BradleyTrustee
Deva Panambur Cfa CfpTrustee/executive Committe
Jamie MilneSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$58,637
Program Service Revenue
$0
Investment Income
$4,876
Other Revenue
$34
All Other Contributions
$58,637
Change in Net Assets
$-23,477
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$62,233
Other Expenses$23,691
Total Fundraising Expense$13,521
Grants and Similar Amounts Paid$1,100
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$22,700$22,700$11,350$56,750
Payroll Taxes$1,979$1,979$989$4,947
Office Expenses$1,490$1,490$746$3,726
Information Technology$655$655$328$1,638
Fees for Services Legal-$1,597-$1,597
Travel$1,123--$1,123
Grants to Domestic Individuals$1,100--$1,100
Conferences and Meetings$700--$700
Pension Plan Contributions$194$194$98$486
Fees for Services Other-$375-$375
Other Employee Benefits$20$20$10$50
Other Expenses$500$32-$32
Total Functional Expenses$30,461$43,042$13,521$87,024
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Napfa$17,480
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Yes
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 11B

“Form 990 is prepared by our outside, independent accountants, then reviewed by the ceo. Once approved by the ceo, a copy of the return is sent to all board members prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The board regularly monitors any potential conflicts of interest and takes appropriate action when necessary.”

Form 990, Part VI, Section C, Line 19

“The organization does not generally make available its governing documents, conflcit of interest policy, and financial statements to the general public.”

Filing and Contact Details

Filer

Filer Name
Napfa Foundation
EIN
20-2025908
Phone
8474835400
Address
8700 WEST BRYN MAWR AVENUE 700N, CHICAGO, IL 60631

Signing Officer

Name
Kathryn Dattomo
Title
Chief Executive Officer
Phone
8474835400
Signed
2024-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathryn Dattomo
Formed
2004
Legal Domicile
Il
Voting Board Members
9
Independent Board Members
9
Employees
2
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE SUITE 1200, WEST, BETHESDA, MD 20814
Preparer
Mark Batliner
Phone
2023319880
Supplemental Narrative

Additional Explanations

Form 990, Part V, Questions 2A and 2B

“The foundation uses the national association of personal financial advisors, ein 35-1629277, as a common paymaster. Accordingly, the common paymaster files all required payroll tax returns and issues all required w-2 forms. The number of w-2s reported in part v is the number that would have been filed by the foundation had it not used the services of the common paymaster.”

Raw XML AppendixShowing 400 of 434 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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt097150
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04157
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0576
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0745
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt0159
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.88190
IRS990ScheduleA/PublicSupportPY170Pct00.87370
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IRS990ScheduleA/SubstantialContributorsTotAmt053498
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt058637
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0200942
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt097500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt097150
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0530761
IRS990ScheduleA/TotalSupportAmt0541176
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt017480
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO NAPFA
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt017480
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION USES THE NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS, EIN 35-1629277, AS A COMMON PAYMASTER. ACCORDINGLY, THE COMMON PAYMASTER FILES ALL REQUIRED PAYROLL TAX RETURNS AND ISSUES ALL REQUIRED W-2 FORMS. THE NUMBER OF W-2S REPORTED IN PART V IS THE NUMBER THAT WOULD HAVE BEEN FILED BY THE FOUNDATION HAD IT NOT USED THE SERVICES OF THE COMMON PAYMASTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS PREPARED BY OUR OUTSIDE, INDEPENDENT ACCOUNTANTS, THEN REVIEWED BY THE CEO. ONCE APPROVED BY THE CEO, A COPY OF THE RETURN IS SENT TO ALL BOARD MEMBERS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD REGULARLY MONITORS ANY POTENTIAL CONFLICTS OF INTEREST AND TAKES APPROPRIATE ACTION WHEN NECESSARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DOES NOT GENERALLY MAKE AVAILABLE ITS GOVERNING DOCUMENTS, CONFLCIT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V, QUESTIONS 2A AND 2B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
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IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
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IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt030461
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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$351,365
Liabilities
$17,480
Net assets
$333,885
Revenue
$63,547
Expenses
$87,024
Net income
-$23,477
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