2019-02-18T17:33:33-06:00 2018-08-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990EZ 2017-09-01 202025908 NAPFA CONSUMER EDUCATION FOUNDATION NAPF 8474835400 8700 WEST BRYN MAWR AVENUE NO 700N CHICAGO IL 60631 SKIP SCHWEISS PRESIDENT 8474835400 2019-02-18 1 STEVEN C DARR CPA CMA P01324904 2023319880 38.100.43.98 2019-02-18 18:32:30 ES P 099BB351ED5C43DB8E4A0DD96B056B1430213725 2D5B0BD3402E39B7C704900C7FC251DEED649B44 2017 2019-02-21 02:37:17Z X WWW.NAPFAFOUNDATION.ORG X X 70919 X 70402 517 70919 50051 13978 2601 4453 5974 77057 -6138 129725 0 123587 X 133802 123817 1300 4048 135102 127865 5377 4278 129725 123587 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 21268 21268 X L ANN COULSON DIRECTOR 1.00 0 0 0 ANNE GIBSON DIRECTOR 1.00 0 0 0 SKIP SCHWEISS PRESIDENT 1.00 0 0 0 JENNIFER SANCHEZ VICE PRESIDENT 1.00 0 0 0 JAMES CANTRELL SECRETARY/TREASURER 1.00 0 0 0 JENNIFER SHIMP PROGRAM OFFICER 30.00 41633 1105 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 1 0 NONE NONE 1 X 51367 65053 93900 84703 70402 365425 51367 65053 93900 84703 70402 365425 3362 362063 1 1 1 2 517 522 365947 0.98940 X 0.96130 FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE DESCRIPTION: INTEREST. AMOUNT: 517. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: TRAVEL AND MEETINGS. AMOUNT: 3,628. DESCRIPTION: FEES AND OTHER EXPENSES. AMOUNT: 2,346. TOTAL TO FORM 990-EZ, LINE 16: 5,974. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 4,048. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 1,300. END OF YEAR AMOUNT: 0. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 5,377. END OF YEAR AMOUNT: 4,278. FORM 990-EZ, PART IV COMPENSATION AND BENEFITS FOR THE ORGANIZATION'S PROGRAM DIRECTOR ARE PAID FOR BY THE NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS, A RELATED EXEMPT ORGANIZATION, AND THEN REIMBURSED BY THE FOUNDATION. 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.