STRATEGY STUDIO / PUBLIC DATA EXPLORER

NAPFA CONSUMER EDUCATION FOUNDATION: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
NAPFA CONSUMER EDUCATION FOUNDATION (EIN 20-2025908)
Tax period
2011-09-01 to 2012-08-31
Filed
2012-12-21
IRS object ID
201233569349300863
Schema version
2011v1.2
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)
Timestamp2012-12-21T14:55:16-06:00Timestamp
Tax Period End Date2012-08-31TaxPeriodEndDate

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 Date2011-09-01TaxPeriodBeginDate

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)
NameJAMIE MILNEName
TitlePRESIDENTTitle
Phone8024760602Phone
Date Signed2012-12-03DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
PTINP00037461PTIN
Phone3126484844Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJAMIE MILNENameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line151 CHURCH STREETAddressLine1
CityBARRECity
StateVTState
ZIP Code05641ZIPCode
FieldValueIRS element (for citing)
Gross Receipts54685GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.NAPFA.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation2004YearFormation
State Legal DomicileILStateLegalDomicile
Activity Or Mission DescriptionTO SERVE CONSUMERS AND ADVISORS BY SUPPORTING ADVOCACY AND EDUCATION IN MATTERS OF PERSONAL FINANCE.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 Year50269ContributionsGrantsPriorYear
Contributions Grants Current Year54684ContributionsGrantsCurrentYear
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 Year50270TotalRevenuePriorYear
Total Revenue Current Year54685TotalRevenueCurrentYear
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 Year51892OtherExpensePriorYear
Other Expenses Current Year24573OtherExpensesCurrentYear
Total Expenses Prior Year51892TotalExpensesPriorYear
Total Expenses Current Year24573TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-1622RevenuesLessExpensesPriorYear
Revenues Less Expenses CY30112RevenuesLessExpensesCY
Total Assets BOY60839TotalAssetsBOY
Total Assets EOY90951TotalAssetsEOY
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY60839NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY90951NetAssetsOrFundBalancesEOY
Mission DescriptionTO SERVE CONSUMERS AND ADVISORS BY SUPPORTING ADVOCACY AND EDUCATION IN MATTERS OF PERSONAL FINANCE.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense19556Expense
DescriptionDEVELOPMENT OF WEB 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 Expense19556TotalProgramServiceExpense
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
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
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 Line1ELLEN TURFBusinessNameLine1
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 DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
RAY FORGUE
DIRECTOR0.00X000
LINDA LEITZ
DIRECTOR0.00X000
JAMIE MILNE
PRESIDENT0.00000X
MARY MALGORIE
VICE PRESIDENT0.00000X
IRENE LEECH
SECRETARY0.00000X
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 Contributions54684AllOtherContributions
Total Contributions54684TotalContributions

Investment Income InvestmentIncome

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

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column54685TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$1ExclusionAmount

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total18319Total
Program Services17944ProgramServices
Management And General375ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total527Total
Management And General527ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total1137Total
Management And General1137ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total1016Total
Management And General1016ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total166Total
Management And General166ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneralProgram ServicesProgramServices
CREDIT CARD FEES15821582
PRINTING11061106
TELEPHONE506506
POSTAGE AND SHIPPING160160

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total54Total
Management And General54ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total24573Total
Program Services19556ProgramServices
Management And General5017ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY58173BOY
EOY88451EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY1300BOY
EOY1300EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY1366BOY
EOY1200EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY60839BOY
EOY90951EOY

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)
BOY60839BOY
EOY90951EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY60839BOY
EOY90951EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY60839BOY
EOY90951EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses30112ReconcilationRevenueExpenses
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 Years93035CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years309316CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years273387CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year50269CurrentTaxYearMinus1Year
Current Tax Year54684CurrentTaxYear
Total780691Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years93035CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years309316CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years273387CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year50269CurrentTaxYearMinus1Year
Current Tax Year54684CurrentTaxYear
Total780691Total

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 Total509780691PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years293CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years25CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years16CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1CurrentTaxYearMinus1Year
Current Tax Year1CurrentTaxYear
Total336Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years293CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years25CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years16CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1CurrentTaxYearMinus1Year
Current Tax Year1CurrentTaxYear
Total336Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years93328CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years309341CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years273403CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year50270CurrentTaxYearMinus1Year
Current Tax Year54685CurrentTaxYear
Total781027Total
FieldValueIRS element (for citing)
Public Support Percentage5090.99960PublicSupportPercentage509
Prior Year Support Percentage0.99580PriorYearSupportPercentage
Investment Income Percentage0.00040InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.00070PriorYrInvestIncomePercentage
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 (2 entries)

Return ReferenceReturnReferenceExplanationExplanation
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 SEND TO THE NATIONAL OFFICE