STRATEGY STUDIO / PUBLIC DATA EXPLORER

NAPFA CONSUMER EDUCATION FOUNDATION: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
NAPFA CONSUMER EDUCATION FOUNDATION (EIN 20-2025908)
Tax period
2012-09-01 to 2013-08-31
Filed
2013-12-11
IRS object ID
201333459349300713
Schema version
2012v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-12-11T11:22:59-06:00Timestamp
Tax Period End Date2013-08-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN363458380EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1SCHUMAN SIMON & GRODECKI LTDBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1626 W JACKSON BOULEVARD SUITE 550AddressLine1
CityCHICAGOCity
StateILState
ZIP Code606615615ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-09-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN202025908EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1NAPFA CONSUMER EDUCATION FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlNAPFNameControl
Phone8474835400Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line13250 N ARLINGTON HEIGHTS ROAD NOAddressLine1
Address Line2109AddressLine2
CityARLINGTON HEIGHTSCity
StateILState
ZIP Code60004ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMARY MALGOIREName
TitlePRESIDENTTitle
Phone3016563999Phone
Date Signed2013-12-02DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
PTINP00037461PTIN
Phone3126484844Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonMARY MALGOIRENameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line18120 WOODMONT AVENUE SUITE 630AddressLine1
CityBETHESDACity
StateMDState
ZIP Code20814ZIPCode
FieldValueIRS element (for citing)
Gross Receipts40861GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.NAPFAFOUNDATION.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation2004YearFormation
State Legal DomicileILStateLegalDomicile
Activity Or Mission DescriptionEDUCATE 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.ActivityOrMissionDescription
Nbr Voting Members Governing Body5NbrVotingMembersGoverningBody
Nbr Independent Voting Members5NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year54684ContributionsGrantsPriorYear
Contributions Grants Current Year40860ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year1InvestmentIncomePriorYear
Investment Income Current Year1InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year54685TotalRevenuePriorYear
Total Revenue Current Year40861TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year24573OtherExpensePriorYear
Other Expenses Current Year56471OtherExpensesCurrentYear
Total Expenses Prior Year24573TotalExpensesPriorYear
Total Expenses Current Year56471TotalExpensesCurrentYear
Revenues Less Expenses Prior Year30112RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-15610RevenuesLessExpensesCY
Total Assets BOY90951TotalAssetsBOY
Total Assets EOY75341TotalAssetsEOY
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY90951NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY75341NetAssetsOrFundBalancesEOY
Mission DescriptionEDUCATE 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.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense40422Expense
DescriptionWEB SITE "MANAGING LIFE'S FINANCIAL JOURNEY" THAT ASSISTS CONSUMERS WITH FINANCIAL DECISIONS AND MAJOR LIFE TRANSITIONS. 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.Description
Total Program Service Expense40422TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10961NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members5NbrVotingGoverningBodyMembers
Number Independent Voting Members5NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy0ConflictOfInterestPolicy
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledILStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1GEOFFREY BROWNBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number8474835400TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line13250 N ARLINGTON HEIGHTS ROAD SUITEAddressLine1
CityARLINGTON HEIGHTSCity
StateILState
ZIP Code60004ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (5 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
MARY MALGOIRE
PRESIDENT0.00XX000
JAMIE MILNE
VICE PRESIDENT0.00XX000
ROBERT GERSTEMEIER
SECRETARY/TREASURER0.00XX000
J DAVID LEWIS
DIRECTOR0.00X000
RAY FORGUE
DIRECTOR0.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions40860AllOtherContributions
Total Contributions40860TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column1TotalRevenueColumn
Exclusion$1ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column40861TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$1ExclusionAmount
FieldValueIRS element (for citing)
Info In Schedule O Part IXXInfoInScheduleOPartIX

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total34917Total
Program Services34917ProgramServices

Travel Travel

FieldValueIRS element (for citing)
Total928Total
Program Services928ProgramServices

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total2133Total
Program Services2133ProgramServices

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total166Total
Management And General166ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total3037Total
Management And General3037ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneralProgram ServicesProgramServices
PRINTING97079707
SOFTWARE24442444
CREDIT CARD FEES14661466
TELEPHONE624624

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total1049Total
Management And General1049ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total56471Total
Program Services40422ProgramServices
Management And General16049ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY88451BOY
EOY73007EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY1300BOY
EOY1300EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY1200BOY
EOY1034EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY90951BOY
EOY75341EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY90951BOY
EOY75341EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY90951BOY
EOY75341EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY90951BOY
EOY75341EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-15610ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited0FSAudited
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years309316CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years273387CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years50269CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year54684CurrentTaxYearMinus1Year
Current Tax Year40851CurrentTaxYear
Total728507Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years309316CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years273387CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years50269CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year54684CurrentTaxYearMinus1Year
Current Tax Year40851CurrentTaxYear
Total728507Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Amts From Subst Contributors AmtsFromSubstContributors

FieldValueIRS element (for citing)
Total0Total

Support From DQ Ps Etc SupportFromDQPsEtc

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Public Support Total509728507PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years25CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years16CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1CurrentTaxYearMinus1Year
Current Tax Year1CurrentTaxYear
Total44Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years25CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years16CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1CurrentTaxYearMinus1Year
Current Tax Year1CurrentTaxYear
Total44Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years309341CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years273403CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years50270CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year54685CurrentTaxYearMinus1Year
Current Tax Year40852CurrentTaxYear
Total728551Total
FieldValueIRS element (for citing)
Public Support Percentage5090.99990PublicSupportPercentage509
Prior Year Support Percentage0.99960PriorYearSupportPercentage
Investment Income Percentage0.00010InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.00040PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION B, LINE 11THE GOVERNING BOARD REVIEWS THE FILING OF THE FOUNDATION'S FORM 990 RETURN OF EXEMPT ORGANIZATION BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION C, LINE 19THE FOUNDATION'S FORM 990 RETURN OF EXEMPT ORGANIZATION IS AVAILABLE TO THE PUBLIC UPON REQUEST WHICH CAN BE SENT TO THE NATIONAL OFFICE
FORM 990, PART IX, LINE 11GWEBSITE: PROGRAM SERVICE EXPENSES 34,917. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 34,917.OTHER FEES