Liabilities / Assets
49th percentile
Higher debt load relative to assets than 49% of similar nonprofits.
National Association of Personal Financial Advisors Inc
990 • Fiscal year 2014 • EIN 35-1629277
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.18x
Liabilities / Revenue
54th percentile
Higher debt load relative to revenue than 54% of similar nonprofits.
Net Margin
64th percentile
Higher net margin than 64% of similar nonprofits.
Top Officer Pay
60th percentile
Higher top officer pay than 60% of similar nonprofits.
Top officer pay equals 4.6% of source-year revenue.
Asset Growth
72nd percentile
Faster asset growth than 72% of similar nonprofits.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
Up$4,085,158
Up $425,497 (+12%) from 2013
Net Assets
Up$3,347,738
Up $493,260 (+17%) from 2013
Liabilities
Down$737,420
Down $67,763 (-8.4%) from 2013
Revenue And Expenses
Revenue
$3,474,780
No earlier filing loaded for comparison.
Expenses
Down$3,232,569
Down $67,187 (-2.0%) from 2013
Net Income
$242,211
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Sep 1, 2013 to Aug 31, 2014
- Signed
- Dec 8, 2014
- Return Version
- 2013v3.0
- Gross Receipts
- $4,071,144
Mission and Program Overview
Mission
We provide networking opportunities, education, business development, and advocacy to promote the professional success of fee-only, comprehensive financial advisors.
To promote the public interest by advancing the financial planning profession and supporting our members consistent with our core values
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments Other Securities | $2,229,997 | $2,557,420 | ▲ $327,423 |
| Savings and Temporary Cash Investments | $1,042,840 | $902,633 | ▼ $140,207 |
| Intangible Assets | $98,256 | $470,630 | ▲ $372,374 |
| Prepaid Expenses and Deferred Charges | $237,051 | $88,864 | ▼ $148,187 |
| Land, Buildings, and Equipment, Net | $22,983 | $24,052 | ▲ $1,069 |
| Accounts Receivable | $19,265 | $22,507 | ▲ $3,242 |
| Total Assets | $3,659,661 | $4,085,158 | ▲ $425,497 |
| Other Assets Total | $9,269 | $19,052 | ▲ $9,783 |
| Liabilities | |||
| Deferred Revenue | $568,196 | $572,569 | ▲ $4,373 |
| Accounts Payable and Accrued Expenses | $236,987 | $164,399 | ▼ $72,588 |
| Other Liabilities | $0 | $452 | ▲ $452 |
| Total Liabilities | $805,183 | $737,420 | ▼ $67,763 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $1,854,478 | $2,347,738 | ▲ $493,260 |
| Permanently Rstr Net Assets | $1,000,000 | $1,000,000 | → $0 |
| Total Net Assets Fund Balance | $2,854,478 | $3,347,738 | ▲ $493,260 |
| Total Liabilities and Net Assets / Fund Balance | $3,659,661 | $4,085,158 | ▲ $425,497 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Land Buildings | $17,322 | $48,494 | $65,816 |
| Leasehold Improvements | $6,730 | $2,427 | $9,157 |
| Buildings | $0 | - | - |
| Other Securities | $2,557,420 | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Geoffrey Brown | Chief Executive Officer | FT | $140,000 | $21,000 | $161,000 |
Board Members and Trustees
| Name | Title |
|---|---|
| Robert Gerstemeier | Chairman |
| Cheryl Costa | PRESIDENTS' COUNCIL & STUD |
| Tim P Kober | Vice Chair/secretary |
| Ann Coulson | Consumer Representative |
| Scott a Beaudin | Education |
| Dana Pingenot | Membership |
| J David Lewis | Napfa Consumer Education F |
| Anne Gibson | Secretary/leadership Development |
| Paula a Hogen | Study Groups |
| Frank Moore | Treasurer |
Highest Paid Contractors
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Erh Associates LLC | Consulting | - | $213,112 |
| Cql Incorporated | Technology Consulting | - | $161,750 |
| Protec Associates INC | Technology Consulting | - | $155,094 |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $1,455,624
- Program Service Revenue
- $1,956,862
- Investment Income
- $62,294
- Other Revenue
- $0
- All Other Contributions
- $331,920
- Change in Net Assets
- $242,211
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $2,413,162 |
| Salaries, Compensation, and Employee Benefits | $819,407 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| All Other Expenses | $323,532 | $249,798 | - | $573,330 |
| Other Salaries and Wages | - | $462,475 | - | $462,475 |
| Other Expenses | $220,076 | - | - | $220,076 |
| Current Officers, Directors, Trustees, and Key Employees | - | $161,000 | - | $161,000 |
| Other Employee Benefits | - | $113,459 | - | $113,459 |
| Occupancy | - | $111,999 | - | $111,999 |
| Payroll Taxes | - | $66,320 | - | $66,320 |
| Depreciation Depletion | - | $59,172 | - | $59,172 |
| Conferences and Meetings | - | $52,186 | - | $52,186 |
| Pension Plan Contributions | - | $16,153 | - | $16,153 |
| Fees for Services Legal | - | $12,646 | - | $12,646 |
| Fees for Service Investment Mgmnt Fees | - | $12,348 | - | $12,348 |
| Fees for Services Accounting | - | $11,300 | - | $11,300 |
| Fees for Services Other | - | $8,265 | - | $8,265 |
| Office Expenses | - | $6,220 | - | $6,220 |
| Insurance | - | $3,669 | - | $3,669 |
| Travel | - | $705 | - | $705 |
| Total Functional Expenses | $1,884,854 | $1,347,715 | $0 | $3,232,569 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- In-house lobbying only
- No
- Subject to proxy tax
- Yes
Reported Spending and Taxes
| Line Item | Amount |
|---|---|
| Total Nondeductible Lobbying and Political Cost | $259,587 |
| Current Year Nondeductible Lobbying and Political Cost | $170,700 |
Debt and Bond Financing
Other Reported Liabilities
| Liability | Amount |
|---|---|
| Illinois Income Taxes | $175 |
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- Yes
- Annual disclosure for covered persons
- Yes
- Audit committee
- Yes
- Backup withholding compliance
- 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
- Yes
- Other officer compensation reviewed
- Yes
- 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 11
“The treasurer reviews and approves annual filings of taxes. The chief operating officer signs all tax returns”
Form 990, Part VI, Section B, Line 12C
“The board monitors any potential conflict of interests”
Form 990, Part VI, Section B, Line 15
“The board reviews the executive director's compensation annually through a committee that relies on independent data from the industry to determine compensation levels”
Form 990, Part VI, Section C, Line 19
“Tax returns and financial statements are available upon request from the napfa office.”
Filing and Contact Details
Filer
- EIN
- 35-1629277
- Phone
- 8474835400
Signing Officer
- Name
- Geoffrey Brown
- Title
- Chief Executive Officer
- Phone
- 8474835400
- Signed
- 2014-12-08
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Geoffrey Brown
- Formed
- 1983
- Legal Domicile
- In
- Voting Board Members
- 10
- Independent Board Members
- 10
- Employees
- 13
- Volunteers
- 0
Preparer
- Preparer
- Harvey a Redfern
- Phone
- 3126484844
Supplemental Narrative
Additional Explanations
Form 990, Part IX, Line 24E
“Regional membership allotment: program service expenses 0. Management and general expenses 140,789. Fundraising expenses 0. Total expenses 140,789. Virtual conference: program service expenses 96,451. Management and general expenses 0. Fundraising expenses 0. Total expenses 96,451. Website: program service expenses 76,392. Management and general expenses 0. Fundraising expenses 0. Total expenses 76,392. Membership committee: program service expenses 61,755. Management and general expenses 0. Fundraising expenses 0. Total expenses 61,755. Special interest groups: program service expenses 34,719. Management and general expenses 0. Fundraising expenses 0. Total expenses 34,719. Computer expenses: program service expenses 0. Management and general expenses 28,928. Fundraising expenses 0. Total expenses 28,928. Personnel recruitment: program service expenses 0. Management and general expenses 22,651. Fundraising expenses 0. Total expenses 22,651. Executive committees: program service expenses 21,364. Management and general expenses 0. Fundraising expenses 0. Total expenses 21,364. Temporary help: program service expenses 0. Management and general expenses 17,041. Fundraising expenses 0. Total expenses 17,041. Regional strategic planning: program service expenses 13,436. Management and general expenses 0. Fundraising expenses 0. Total expenses 13,436. Education committee: program service expenses 13,060. Management and general expenses 0. Fundraising expenses 0. Total expenses 13,060. Payroll service: program service expenses 0. Management and general expenses 12,154. Fundraising expenses 0. Total expenses 12,154. Repairs: program service expenses 0. Management and general expenses 10,555. Fundraising expenses 0. Total expenses 10,555. Utilities: program service expenses 0. Management and general expenses 7,042. Fundraising expenses 0. Total expenses 7,042. Dues and subscriptions: program service expenses 0. Management and general expenses 2,659. Fundraising expenses 0. Total expenses 2,659. Consumer response system: program service expenses 2,558. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,558. Telephone: program service expenses 0. Management and general expenses 2,315. Fundraising expenses 0. Total expenses 2,315. Licenses and fees: program service expenses 0. Management and general expenses 2,253. Fundraising expenses 0. Total expenses 2,253. Fee only mark expenses: program service expenses 2,237. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,237. Resource partners: program service expenses 1,560. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,560. Printing and postage administrative: program service expenses 0. Management and general expenses 1,525. Fundraising expenses 0. Total expenses 1,525. Employee training: program service expenses 0. Management and general expenses 1,027. Fundraising expenses 0. Total expenses 1,027. Promotional materials: program service expenses 0. Management and general expenses 666. Fundraising expenses 0. Total expenses 666. State income tax: program service expenses 0. Management and general expenses 175. Fundraising expenses 0. Total expenses 175. Sales tax: program service expenses 0. Management and general expenses 18. Fundraising expenses 0. Total expenses 18.”
FORM 990, PART XI, LINE 9:
“Depreciation book and tax basis adjustment -16,694. Amortization book and tax basis adjustment -490. Federal income tax -277.”
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| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | ROBERT GERSTEMEIER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | FRANK MOORE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | TIM P KOBER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | DANA PINGENOT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | SCOTT A BEAUDIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | CHERYL COSTA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | ANNE GIBSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | PAULA A HOGEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | J DAVID LEWIS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | ANN COULSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | GEOFFREY BROWN |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 161000 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | CHAIRMAN |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | VICE CHAIR/SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | MEMBERSHIP |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | EDUCATION |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | PRESIDENTS' COUNCIL & STUD |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | SECRETARY/LEADERSHIP DEVELOPMENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | STUDY GROUPS |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | NAPFA CONSUMER EDUCATION F |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | CONSUMER REPRESENTATIVE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | CHIEF EXECUTIVE OFFICER |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 0 |
| IRS990/Form990TFiledInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1983 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedInd | 0 | 0 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | -5792 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 10 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 590572 |
| IRS990/GrossReceiptsAmt | 0 | 4071144 |
| IRS990/GroupExemptionNum | 0 | 9500 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 1 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 10 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartIXInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 3669 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 3669 |
| IRS990/IntangibleAssetsGrp/BOYAmt | 0 | 98256 |
| IRS990/IntangibleAssetsGrp/EOYAmt | 0 | 470630 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 68086 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 68086 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 2229997 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 2557420 |
| IRS990/IRPDocumentCnt | 0 | 37 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 50921 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 22983 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 24052 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 74973 |
| IRS990/LegalDomicileStateCd | 0 | IN |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 596364 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 1 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembershipDuesAmt | 0 | 1123704 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | TO PROMOTE THE PUBLIC INTEREST BY ADVANCING THE FINANCIAL PLANNING PROFESSION AND SUPPORTING OUR MEMBERS CONSISTENT WITH OUR CORE VALUES |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 2854478 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 3347738 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | -5792 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | -5792 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 1846 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 268510 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 111999 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 111999 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 6220 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 6220 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 9269 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 19052 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | -17461 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 113459 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 113459 |
| IRS990/OtherExpensesGrp/Desc | 0 | NATIONAL CONFERENCE |
| IRS990/OtherExpensesGrp/Desc | 1 | PUBLISHING COSTS |
| IRS990/OtherExpensesGrp/Desc | 2 | GOVERNMENT AFFAIRS COMM |
| IRS990/OtherExpensesGrp/Desc | 3 | MARKETING AND PUBLIC RE |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 769292 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 333299 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 238655 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 220076 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 769292 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 333299 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 238655 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 220076 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 452 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 462475 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 462475 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 66320 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 66320 |
| IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt | 0 | 16153 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 16153 |
| IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt | 0 | 1000000 |
| IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt | 0 | 1000000 |
| IRS990/PoliciesReferenceChaptersInd | 0 | 1 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 237051 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 88864 |
| IRS990/PrincipalOfficerNm | 0 | GEOFFREY BROWN |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 541800 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 3 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 4 | 541800 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | NATIONAL CONFERENCE |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | ADVERTISING NEWSLETTE |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | VIRTUAL CONFERENCE |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | EDUCATIONAL MATERIAL |
| IRS990/ProgramServiceRevenueGrp/Desc | 4 | ADVERTISING WEB SITE |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1398324 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 141952 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 46742 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 1398324 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 334953 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 141952 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 46742 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 4 | 13300 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 334953 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 1 | 13300 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | WEB SITE TO DISPENSE INFORMATION TO PRACTIONERS AND THE GENERAL PUBLIC |
| IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt | 0 | 76392 |
| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | PERIODIC NEWSLETTER TO INFORM THE MEMBERS OF HAPPENNINGS RELATED TO THE PRACTICE OF FINANCIAL PLANNING AND DIRECTORY OF MEMBERS |
| IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt | 0 | 333299 |
| IRS990/ProgSrvcAccomActyOtherGrp/Desc | 0 | CONSUMER RESPONSE SYSTEM - TO RESPOND TO THE PUBLIC REGARDING THE USE OF FINANCIAL PLANNING |
| IRS990/ProgSrvcAccomActyOtherGrp/Desc | 1 | EDUCATIONAL PROGRAMS |
| IRS990/ProgSrvcAccomActyOtherGrp/Desc | 2 | VARIOUS COMMITTEES TO FURTHER THE USE OF FINANCIAL PLANNING |
| IRS990/ProgSrvcAccomActyOtherGrp/Desc | 3 | REGIONAL STRATEGIC PLANNING - PROMOTING THE PUBLIC INTEREST BY ADVANCING WITHIN THE REGIONS THE FINANCIAL PLANNING PROFESSION AND SUPPORTING REGIONAL MEMBERS CONSISTENT WITH NAPFA'S CORE VALUES |
| IRS990/ProgSrvcAccomActyOtherGrp/Desc | 4 | MEMBERSHIP COMMITTEE |
| IRS990/ProgSrvcAccomActyOtherGrp/Desc | 5 | MARKETING AND PROMOTION - CONFERENCE TO IMPROVE MEMBERSKILLS FOR PRENSENTATIONS TO THE PUBLIC REGARDINGFINANCIAL PLANNING |
| IRS990/ProgSrvcAccomActyOtherGrp/Desc | 6 | GOVERNMENT AFFAIRS COMMITTEE |
| IRS990/ProgSrvcAccomActyOtherGrp/Desc | 7 | FORBES / NAPFA I CONFERENCE UPDATING BEST PRACTICES FOR FEE ONLY FINANCIAL PLANNING |
| IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt | 0 | 2558 |
| IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt | 1 | 47779 |
| IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt | 2 | 25161 |
| IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt | 3 | 13436 |
| IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt | 4 | 61755 |
| IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt | 5 | 220076 |
| IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt | 6 | 238655 |
| IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt | 7 | 96451 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 1359881 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 228451 |
| IRS990/PYOtherExpensesAmt | 0 | 2236013 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 1645636 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -65788 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 1063743 |
| IRS990/PYTotalExpensesAmt | 0 | 3299756 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 3233968 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 242211 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 1 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 1 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 1042840 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 902633 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2014 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $4,085,158
- Liabilities
- $737,420
- Net assets
- $3,347,738
- Revenue
- $3,474,780
- Expenses
- $3,232,569
- Net income
- $242,211