2022-03-24T11:46:06-05:00 2021-08-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990EZ 2020-09-01 202025908 NAPFA CONSUMER EDUCATION FOUNDATION NAPF 8474835400 8700 WEST BRYN MAWR AVENUE NO 700 CHICAGO IL 60631 MICHAEL JOYCE PRESIDENT 8474835400 2022-03-24 1 MICHAEL JOYCE 999009999 STEVEN C DARR CPA CMA P01324904 2023319880 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X WWW.NAPFAFOUNDATION.ORG X X 77233 X 76532 701 77233 44452 5400 12250 62102 15131 192924 6382 214437 X 199736 259117 199736 259117 6812 44680 192924 214437 X 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. 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. 0 23305 23305 AMY IRVINE CFP TRUSTEE 0.25 0 0 0 KRISTY L ARCHULETA PHD TRUSTEE 0.25 0 0 0 BRENDA KNOX TRUSTEE 0.25 0 0 0 JEFF DVORAK TRUSTEE 0.25 0 0 0 MARGE SCHILLER TRUSTEE 0.25 0 0 0 TOM BRADLEY TRUSTEE 0.25 0 0 0 MICHAEL JOYCE PRESIDENT 0.50 0 0 0 DANIELLE SEURKAMP CFP VICE PRESIDENT 0.50 0 0 0 JAMIE MILNE SECRETARY/TREASURER 0.25 0 0 0 ROBERT HARKEY PROGRAM OFFICER 30.00 42424 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 IL THE ORGANIZATION 8700 WEST BRYN MAWR AVENUE NO 700N CHICAGO IL 60631 8474835400 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 84703 70402 97150 97500 76532 426287 84703 70402 97150 97500 76532 426287 60568 365719 2 517 745 141 576 1981 125 125 428393 0.85370 0.90160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE DESCRIPTION: INTEREST. AMOUNT: 576. DESCRIPTION: MISCELLANEOUS REVENUE. AMOUNT: 125. TOTAL TO FORM 990-EZ, LINE 8: 701. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: TRAVEL AND MEETINGS. AMOUNT: 1,274. DESCRIPTION: OFFICE EXPENSES AND INFORMATION TECHNOLOGY. AMOUNT: 7,023. DESCRIPTION: PAYROLL TAXES, FEES AND OTHER EXPENSES. AMOUNT: 3,953. TOTAL TO FORM 990-EZ, LINE 16: 12,250. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: UNREALIZED GAINS ON INVESTMENTS. AMOUNT: 6,382. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: DUE TO NAPFA. BEG. OF YEAR AMOUNT: 6,791. END OF YEAR AMOUNT: 44,680. DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 21. END OF YEAR AMOUNT: 0. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.