Civic Intelligence

National Association of Personal Financial Advisors Inc

EIN 91-2020239 • 501(c)6 • Chicago, IL

Profile

To promote the public interest by advancing the financial planning profession and supporting our members consistent with our core values

8700 West Bryn Mawr Avenue 700NChicago, IL 60631

www.napfa.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

48th percentile

0.0%

Higher net margin than 48% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Revenue Growth

21st percentile

-26%

Faster revenue growth than 21% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$0

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Flat

$0

Flat from 2023

Operations
Liabilities / Revenue51st percentileNet Margin48th percentile

Revenue

Down

$165,189

Down $57,608 (-26%) from 2023

Expenses

Down

$165,189

Down $57,608 (-26%) from 2023

Net Income

Flat

$0

Flat from 2023

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0-$20KAssets 2011: $0Liabilities 2011: $0Net Assets 2011: $02011Assets 2012: $2,663Liabilities 2012: $2,663Net Assets 2012: $02012Assets 2013: $172Liabilities 2013: $172Net Assets 2013: $02013Assets 2014: $144Liabilities 2014: $144Net Assets 2014: $02014Assets 2015: $1,913Liabilities 2015: $1,913Net Assets 2015: $02015Assets 2016: $4,553Liabilities 2016: $4,553Net Assets 2016: $02016Assets 2017: $35,871Liabilities 2017: $38,188Net Assets 2017: -$2,3172017Assets 2018: $40,566Liabilities 2018: $42,883Net Assets 2018: -$2,3172018Assets 2019: $35,831Liabilities 2019: $40,000Net Assets 2019: -$4,1692019Assets 2020: $35,831Liabilities 2020: $40,709Net Assets 2020: -$4,8782020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KExpenses 2011: $130,0342011Expenses 2012: $160,9672012Expenses 2013: $176,1382013Revenue 2014: $187,283Expenses 2014: $187,283Net Income 2014: $02014Revenue 2015: $248,275Expenses 2015: $248,275Net Income 2015: $02015Revenue 2016: $217,390Expenses 2016: $217,390Net Income 2016: $02016Revenue 2017: $216,512Expenses 2017: $218,829Net Income 2017: -$2,3172017Revenue 2018: $194,932Expenses 2018: $194,932Net Income 2018: $02018Revenue 2019: $222,604Expenses 2019: $224,456Net Income 2019: -$1,8522019Revenue 2020: $141,224Expenses 2020: $141,933Net Income 2020: -$7092020Revenue 2021: $119,606Expenses 2021: $114,728Net Income 2021: $4,8782021Revenue 2022: $167,687Expenses 2022: $167,687Net Income 2022: $02022Revenue 2023: $222,797Expenses 2023: $222,797Net Income 2023: $02023Revenue 2024: $165,189Expenses 2024: $165,189Net Income 2024: $02024

Highlighted filing

2024

Revenue$165,189
Expenses$165,189
Net Income$0
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$165,189
Expenses
$165,189
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.65$1.65$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.23$2.23$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.68$1.68$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.20$1.15$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.36$0.41$0.05$1.41$1.42$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.36$0.40$0.04$2.23$2.24$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.41$0.43$0.02$1.95$1.95$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.36$0.38$0.02$2.17$2.19$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.05$0.05$0.00$2.17$2.17$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.02$0.02$0.00$2.48$2.48$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.87$1.87$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$1.76
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.03$0.00$1.61
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$1.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jul 15, 2025
Return Version
2023v6.0
Gross Receipts
$165,189
Mission and Program Overview

Mission

To provide networking opportunities, education, business development, and advocacy to promote the professional success of fee-only, comprehensive financial advisors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Total Assets$0$0→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$0$0→ $0
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Elijah EssaChair, Genesis
Andy MardockChair, Midwest
Justin W NicholsChair, Midwest
Katie BurkeChair, Northeast/ma Reg
Anne Marie E AshworthChair, South Region
Evan LoomisPresident, Midwest
Hannah FitzpatrickPresident, Midwest
Emily JaffePresident, Northeast/ma Re
Frank GayPresident, South Region
Aysha BallisDirector, Genesis
Brie BlackDirector, Genesis
Cecelia FlemingDirector, Genesis
Jacob BurlesonDirector, Genesis
Jadah RileyDirector, Genesis
Joey LossDirector, Genesis
Zack HubbardDirector, Genesis
At KohoutDirector, Midwest
Cheryl KruegerDirector, Midwest
Erica BouchardDirector, Midwest
Jamie RizerDirector, Midwest
Jason BernalDirector, Midwest
Jeff DaniherDirector, Midwest
Alaina GilbertDirector, Northeast/ma Reg
Eileen StevensDirector, Northeast/ma Reg
Graham EwingDirector, Northeast/ma Reg
John MiddletonDirector, Northeast/ma Reg
Kelsey BrennanDirector, Northeast/ma Reg
Vid PonnapalliDirector, Northeast/ma Reg
Zach DebottisDirector, Northeast/ma Reg
Brett CoffmanDirector, South Region
Chris AlmanDirector, South Region
Eden BowenDirector, South Region
Grant MaddoxDirector, South Region
Mark EversDirector, South Region
Trent ArnoneDirector, South Region
Brenna BaucumDirector, West Region
Courtney RanstromDirector, West Region
Daniel YergerDirector, West Region
Danielle MiuraDirector, West Region
Kaydee ColeDirector, West Region
Shalmali KulkamiDirector, West Region
Revenue and Support

Revenue Composition

Contributions and Grants
$25,909
Program Service Revenue
$139,280
Investment Income
$0
Other Revenue
$0
All Other Contributions
$25,909
Change in Net Assets
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$165,189
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$104,056
Travel---$25,006
Other Expenses---$4,201
Office Expenses---$1,245
Fees for Services Other---$858
Total Functional Expenses$0$0$0$165,189
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
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

“The group 990 is reviewed by members of the governing body of the national organization and then a copy of the final 990 is provided to all regional governing body members prior to its filing.”

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

“The board of the national organization requires all regional board members to disclose any potential conflicts of interest at least annually, and then takes any action deemed necessary for disclosed conflicts.”

Form 990, Part VI, Section C, Line 19

“The regions make available governing documents and financial information upon request.”

Filing and Contact Details

Filer

Filer Name
National Association of Personal
EIN
91-2020239
Phone
8474835400
Address
8700 WEST BRYN MAWR AVENUE 700N, CHICAGO, IL 60631

Signing Officer

Name
Kathryn Dattomo
Title
Chief Executive Officer
Phone
5474835400
Signed
2025-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathryn Dattomo
Voting Board Members
41
Independent Board Members
41
Employees
0
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE SUITE 1200, WEST, BETHESDA, MD 20814
Preparer
Mark Batliner
Phone
2023319880
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IRS990/Form990PartVIISectionAGrp/PersonNm32EILEEN STEVENS
IRS990/Form990PartVIISectionAGrp/PersonNm33AYSHA BALLIS
IRS990/Form990PartVIISectionAGrp/PersonNm34BRIE BLACK
IRS990/Form990PartVIISectionAGrp/PersonNm35JACOB BURLESON
IRS990/Form990PartVIISectionAGrp/PersonNm36ELIJAH ESSA
IRS990/Form990PartVIISectionAGrp/PersonNm37CECELIA FLEMING
IRS990/Form990PartVIISectionAGrp/PersonNm38ZACK HUBBARD
IRS990/Form990PartVIISectionAGrp/PersonNm39JOEY LOSS
IRS990/Form990PartVIISectionAGrp/PersonNm40JADAH RILEY
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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR, WEST REGION
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR, WEST REGION
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR, WEST REGION
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT, MIDWEST
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIR, MIDWEST
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR, WEST REGION
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR, WEST REGION
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR, WEST REGION
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR, SOUTH REGION
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR, SOUTH REGION
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHAIR, SOUTH REGION
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR, SOUTH REGION
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR, SOUTH REGION
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR, SOUTH REGION
IRS990/Form990PartVIISectionAGrp/TitleTxt14PRESIDENT, SOUTH REGION
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR, SOUTH REGION
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR, MIDWEST
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR, MIDWEST
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR, MIDWEST
IRS990/Form990PartVIISectionAGrp/TitleTxt19PRESIDENT, MIDWEST
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR, MIDWEST
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR, MIDWEST
IRS990/Form990PartVIISectionAGrp/TitleTxt22CHAIR, MIDWEST
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR, MIDWEST
IRS990/Form990PartVIISectionAGrp/TitleTxt24CHAIR, NORTHEAST/MA REG
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR, NORTHEAST/MA REG
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR, NORTHEAST/MA REG
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR, NORTHEAST/MA REG
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR, NORTHEAST/MA REG
IRS990/Form990PartVIISectionAGrp/TitleTxt29PRESIDENT, NORTHEAST/MA RE
IRS990/Form990PartVIISectionAGrp/TitleTxt30DIRECTOR, NORTHEAST/MA REG
IRS990/Form990PartVIISectionAGrp/TitleTxt31DIRECTOR, NORTHEAST/MA REG
IRS990/Form990PartVIISectionAGrp/TitleTxt32DIRECTOR, NORTHEAST/MA REG
IRS990/Form990PartVIISectionAGrp/TitleTxt33DIRECTOR, GENESIS
IRS990/Form990PartVIISectionAGrp/TitleTxt34DIRECTOR, GENESIS
IRS990/Form990PartVIISectionAGrp/TitleTxt35DIRECTOR, GENESIS
IRS990/Form990PartVIISectionAGrp/TitleTxt36CHAIR, GENESIS
IRS990/Form990PartVIISectionAGrp/TitleTxt37DIRECTOR, GENESIS
IRS990/Form990PartVIISectionAGrp/TitleTxt38DIRECTOR, GENESIS
IRS990/Form990PartVIISectionAGrp/TitleTxt39DIRECTOR, GENESIS
IRS990/Form990PartVIISectionAGrp/TitleTxt40DIRECTOR, GENESIS
IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
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IRS990/GrantToRelatedPersonInd00
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IRS990/GroupReturnForAffiliatesInd01
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IRS990/IndependentAuditFinclStmtInd00
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IRS990/IndoorTanningServicesInd00
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IRS990/InvestmentInJointVentureInd00
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IRS990/LoanOutstandingInd00
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IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE NETWORKING OPPORTUNITIES, EDUCATION, BUSINESS DEVELOPMENT, AND ADVOCACY TO PROMOTE THE PROFESSIONAL SUCCESS OF FEE-ONLY, COMPREHENSIVE FINANCIAL ADVISORS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt00
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
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IRS990/NondeductibleContriDisclInd01
IRS990/OfficeExpensesGrp/TotalAmt01245
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0DUES AND FEES
IRS990/OtherExpensesGrp/Desc1STUDY GROUPS

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