Civic Intelligence

National Coalition for Personal Financial Education Incorporated

EIN 92-4013608 • Baltimore, MD

NTEE B90
1726 Whitehead RoadBaltimore, MD 21207
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

NTEE B90 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

NTEE B90 • <$500k nonprofits • Source year 2024

Net Margin

95th percentile

88%

Higher net margin than 95% of similar nonprofits.

NTEE B90 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

NTEE B90 • <$500k nonprofits • Source year 2024

Asset Growth

97th percentile

1094%

Faster asset growth than 97% of similar nonprofits.

NTEE B90 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

260%

Faster revenue growth than 93% of similar nonprofits.

NTEE B90 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$4,777

Up $4,377 (+1094%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$4,777

Up $4,377 (+1094%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin95th percentile

Revenue

Up

$5,000

Up $3,610 (+260%) from 2023

Expenses

Down

$623

Down $367 (-37%) from 2023

Net Income

Up

$4,377

Up $3,977 (+994%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth97th percentile

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

$6.0K$4.0K$2.0K$0Assets 2023: $400Liabilities 2023: $0Net Assets 2023: $4002023Assets 2024: $4,777Liabilities 2024: $0Net Assets 2024: $4,7772024

Highlighted filing

2024

Assets$4,777
Liabilities$0
Net Assets$4,777
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

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

$6.0K$4.0K$2.0K$0Revenue 2023: $1,390Expenses 2023: $990Net Income 2023: $4002023Revenue 2024: $5,000Expenses 2024: $623Net Income 2024: $4,3772024

Highlighted filing

2024

Revenue$5,000
Expenses$623
Net Income$4,377
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$4,777
Liabilities
$0
Net assets
$4,777
Revenue
$5,000
Expenses
$623
Net income
$4,377
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4,777$0$4,777$5,000$623$4,377
2023Detailed filing. Detailed filing data is available for this year.$400$0$400$1,390$990$400
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 30, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eric RichardsonPresidentPT$0--
Peyton HerbertVice President-$0--
Gloria ParkerVice President-$0--
Lorraine RichardsonSecretaryPT$0--
Robert DashiellLegal Counsel-$0--
Filing and Contact Details

Filer

Filer Name
National Coalition for Personal
EIN
92-4013608
Phone
2392980443
Address
1726 Whitehead Road, Baltimore, MD 21207

Signing Officer

Name
Lorraine Richardson
Title
Secretary
Signed
2025-09-30
Discuss with paid preparer
Yes

Preparer

Firm
Cassilly & Appel Inc
Address
570 Baltimore Annapolis Blvd, Severna Park, MD 21146
Preparer
Karl J Appel CPA
Phone
4106477777
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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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/ReturnTs02025-09-30T06:34:59-07:00
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ReturnHeader/TaxPeriodEndDt02024-12-31
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