2024-07-15T20:26:12-05:00 2023-08-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2022-09-01 202025908 NAPFA FOUNDATION NAPF 8474835400 8700 WEST BRYN MAWR AVENUE 700N CHICAGO IL 60631 KATHRYN DATTOMO CHIEF EXECUTIVE OFFICER 8474835400 2024-07-15 1 KATHRYN DATTOMO 999009999 0 MARK BATLINER P01455172 2023319880 2024-07-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KATHRYN DATTOMO 8700 WEST BRYN MAWR AVENUE 700N CHICAGO IL 60631 65661 0 X WWW.NAPFAFOUNDATION.ORG X 2004 IL 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. 9 9 2 0 0 0 200942 58637 0 0 4157 4876 0 34 205099 63547 3533 1100 0 0 27816 62233 0 0 13521 14027 23691 45376 87024 159723 -23477 359035 351365 0 17480 359035 333885 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. 0 0 30461 1100 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. 30461 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 0 0 1 2 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IL X THE ORGANIZATION 8474835400 8700 WEST BRYN MAWR AVENUE 700N CHICAGO IL 60631 X DANIELLE SEURKAMP CFP PRESIDENT 0.50 X X 0 0 0 MICHAEL JOYCE VICE PRESIDENT 0.50 X X 0 0 0 JAMIE MILNE SECRETARY/TREASURER 0.25 X X 0 0 0 DEVA PANAMBUR CFA CFP TRUSTEE/EXECUTIVE COMMITTE 0.25 X 0 0 0 KRISTY L ARCHULETA PHD TRUSTEE 0.25 X 0 0 0 SUSAN STRASBAUGH CFP EA TRUSTEE 0.25 X 0 0 0 JEFF DVORAK TRUSTEE 0.25 X 0 0 0 MARGE SCHILLER TRUSTEE 0.25 X 0 0 0 TOM BRADLEY TRUSTEE 0.25 X 0 0 0 0 0 0 0 0 0 0 0 58637 58637 4637 4637 2353 2114 239 239 239 MISC. REVENUE 900099 34 34 34 63547 0 0 4910 1100 1100 56750 22700 22700 11350 486 194 194 98 50 20 20 10 4947 1979 1979 989 1597 1597 375 375 3726 1490 1490 746 1638 655 655 328 1123 1123 700 700 EMPLOYEE TRAINING 14000 14000 FOUNDATION PROGRAMS 500 500 BUSINESS FEES 32 32 87024 30461 43042 13521 220584 210122 136470 141243 1981 0 359035 351365 0 17480 0 17480 X 359035 333885 359035 333885 359035 351365 -23477 -1673 0 X 0 0 0 X 97150 97500 76532 200942 58637 530761 97150 97500 76532 200942 58637 530761 53498 477263 745 141 576 4157 4637 10256 125 34 159 541176 0.88190 0.87370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO NAPFA 17480 17480 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. 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. NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS INC 8700 WEST BRYN MAWR AVENUE CHICAGO IL 60631 351629277 IN 501(C)(6) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS INC O 62233 TIME AND EFFORT REPORTS