2025-07-15T17:12:42-05:00 2024-08-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2023-09-01 202025908 NAPFA FOUNDATION NAPF 8474835400 8700 WEST BRYN MAWR AVENUE 700N CHICAGO IL 60631 KATHRYN DATTOMO CHIEF EXECUTIVE OFFICER 8474835400 2025-07-15 1 1 MARK BATLINER P01455172 2023319880 2025-07-15 2023 2025-03-06 01:10:19Z KATHRYN DATTOMO 8700 WEST BRYN MAWR AVENUE 700N CHICAGO IL 60631 414709 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 3 0 0 0 58637 235472 0 0 4876 -209 34 0 63547 235263 1100 3900 0 0 62233 72094 0 0 15452 23691 32833 87024 108827 -23477 126436 351365 523795 17480 13092 333885 510703 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 55558 3900 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. 55558 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 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 1 0 0 0 1 X 0 0 1 3 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 MICHAEL GIBNEY BOARD LIASON 0.25 X 0 0 0 KRISTY L ARCHULETA PHD TRUSTEE 0.25 X 0 0 0 AMY IRVINE TRUSTEE 0.25 X 0 0 0 TOM BRADLEY TRUSTEE 0.25 X 0 0 0 JOHN WENZEL TRUSTEE 0.25 X 0 0 0 SUSAN STASBAUGH CFP EA TRUSTEE 0.25 X 0 0 0 0 0 0 0 0 0 0 0 235472 235472 10148 10148 169089 179446 -10357 -10357 -10357 235263 0 0 -209 3900 3900 65595 26238 26238 13119 1171 468 468 235 5328 2131 2131 1066 6318 6318 3338 1335 1335 668 1816 726 726 364 2898 2898 FOUNDATION PROGRAMS 17500 17500 EMPLOYEE TRAINING 550 550 GIFTS 362 362 51 51 108827 55558 37817 15452 210122 59532 141243 464263 351365 523795 17480 13092 17480 13092 X 333885 510703 333885 510703 351365 523795 126436 50382 0 X 0 0 0 X 97500 76532 200942 58637 235472 669083 97500 76532 200942 58637 235472 669083 173999 495084 141 576 4157 4637 10148 19659 125 34 159 688901 0.71870 0.88190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO NAPFA 13092 13092 X PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS ADVISED THAT THE ASSOCIATION QUALIFIES FOR INCOME TAX EXEMPTION UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE AND IS, THEREFORE, NOT GENERALLY SUBJECT TO TAX. THE ASSOCIATION ENGAGES IN ACTIVITIES THAT ARE CONSIDERED UNRELATED TO THE EXEMPT FUNCTION OF THE ASSOCIATION. THESE UNRELATED ACTIVITIES ARE NET EARNINGS FROM ADVERTISING IN VARIOUS PUBLICATIONS AND ON THE ASSOCIATION'S WEBSITE. UNRELATED BUSINESS INCOME TAXES ON THESE UNRELATED BUSINESS ACTIVITIES WERE NOT SIGNIFICANT FOR THE YEARS ENDED AUGUST 31, 2024 AND 2023. THE ASSOCIATION'S 2021, 2022, AND 2023 ANNUAL FEDERAL AND STATE INFORMATION AND UNRELATED BUSINESS INCOME TAX RETURNS ARE OPEN TO EXAMINATION FOR THE STATUTORY PERIOD. 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 TIME AND EFFORT REPORTS