STRATEGY STUDIO / PUBLIC DATA EXPLORER

NAPFA CONSUMER EDUCATION FOUNDATION

Cite this

Plain text NAPFA CONSUMER EDUCATION FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2010–2024. https://strategystudio.org/org/202025908. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). NAPFA CONSUMER EDUCATION FOUNDATION [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/202025908

MLA “NAPFA CONSUMER EDUCATION FOUNDATION.” Strategy Studio, tax years 2010–2024, https://strategystudio.org/org/202025908. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2010–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990 · revenue $199K · expenses $158K · assets $602K

EIN
20-2025908
Address
8700 W BRYN MAWR AVE STE 700N, CHICAGO, IL 60631-3503
Website
WWW.NAPFAFOUNDATION.ORG
NTEE code
B03
Subsection
501(c)(3)
Ruling year
2006
Cross-check
ProPublica Nonprofit Explorer

Mission

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.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

2 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Robert Harkey (former) PROGRAM OFFICER2019-2020 $42,424$83,222 1
Jennifer Shimp (former) PROGRAM OFFICER2017-2018 $38,051$80,789 1

Officers and directors, no compensation reported

32 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Deva Panambur TRUSTEE2022-2024 0 $0 reported 3
Feraud Calixte BOARD LIASON2024 0 $0 reported 2
Michael Gibney TRUSTEE2023-2024 0 $0 reported 3
Danielle Seurkamp Cfp PRESIDENT2020-2024 0 $0 reported 2
Michael Joyce TRUSTEE2019-2024 0 $0 reported 1
Jamie Milne SECRETARY/TREASURER2010-2024 0 $0 reported 1
Kristy L Archuleta Phd CONSUMER LIASON2020-2024 0 $0 reported 1
Amy Irvine VICE PRESIDENT2020-2024 0 $0 reported 2
Tom Bradley TRUSTEE2020-2024 0 $0 reported 1
John Wenzel TRUSTEE2023-2024 0 $0 reported 2
Anne Marie Ashworth TRUSTEE2024 0 $0 reported 1
Susan Stasbaugh Cfp Ea (former) TRUSTEE2023 0 $0 reported 1
Susan Strasbaugh Cfp Ea (former) TRUSTEE2022 0 $0 reported 1
Jeff Dvorak (former) TRUSTEE2019-2022 0 $0 reported 1
Marge Schiller (former) TRUSTEE2019-2022 0 $0 reported 1
Susan Strasbaugh (former) TRUSTEE2021 0 $0 reported 1
Brenda Knox (former) TRUSTEE2018-2020 0 $0 reported 2
James Pearman (former) TRUSTEE2019 1 $0 reported 1
Dale Van Scoyk (former) TRUSTEE2019 1 $0 reported 1
Skip Schweiss (former) PRESIDENT2017-2019 1 $0 reported 1
Jennifer Sanchez (former) VICE PRESIDENT2017-2019 1 $0 reported 2
James Cantrell (former) SECRETARY/TREASURER2014-2019 1 $0 reported 3
L Ann Coulson (former) DIRECTOR2013-2018 1 $0 reported 2
Anne Gibson (former) DIRECTOR2015-2018 1 $0 reported 2
Ann Coulson (former) EXECUTIVE COMMITTEE2016 1 $0 reported 2
Mary Malgoire (former) PRESIDENT2012-2016 1 $0 reported 2
J David Lewis (former) DIRECTOR2012-2014 0 $0 reported 2
Robert Gerstemeier (former) SECRETARY/TREASURER2012-2013 0 $0 reported 2
Ray Forgue (former) DIRECTOR2010-2012 0 $0 reported 2
Linda Leitz (former) DIRECTOR2010-2011 0 $0 reported 2
Mary Malgorie (former) VICE PRESIDENT2010-2011 0 $0 reported 1
Irene Leech (former) SECRETARY2010-2011 0 $0 reported 1

People by year

2024 · 11 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANIELLE SEURKAMP CFP PRESIDENT0 $0$0$0 $02
AMY IRVINE VICE PRESIDENT0 $0$0$0 $02
JAMIE MILNE SECRETARY/TREASURER0 $0$0$0 $01
FERAUD CALIXTE BOARD LIASON0 $0$0$0 $02
KRISTY L ARCHULETA PHD CONSUMER LIASON0 $0$0$0 $01
MICHAEL JOYCE TRUSTEE0 $0$0$0 $01
TOM BRADLEY TRUSTEE0 $0$0$0 $01
JOHN WENZEL TRUSTEE0 $0$0$0 $02
ANNE MARIE ASHWORTH TRUSTEE0 $0$0$0 $01
DEVA PANAMBUR TRUSTEE0 $0$0$0 $03
MICHAEL GIBNEY TRUSTEE0 $0$0$0 $03
2023 · 9 people listed · none paid · 3 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANIELLE SEURKAMP CFP PRESIDENT0 $0$0$0 $02
MICHAEL JOYCE VICE PRESIDENT0 $0$0$0 $01
JAMIE MILNE SECRETARY/TREASURER0 $0$0$0 $01
MICHAEL GIBNEY BOARD LIASON0 $0$0$0 $03
KRISTY L ARCHULETA PHD TRUSTEE0 $0$0$0 $01
AMY IRVINE TRUSTEE0 $0$0$0 $02
TOM BRADLEY TRUSTEE0 $0$0$0 $01
JOHN WENZEL TRUSTEE0 $0$0$0 $02
SUSAN STASBAUGH CFP EA TRUSTEE0 $0$0$0 $01
2022 · 9 people listed · none paid · 2 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANIELLE SEURKAMP CFP PRESIDENT0 $0$0$0 $02
MICHAEL JOYCE VICE PRESIDENT0 $0$0$0 $01
JAMIE MILNE SECRETARY/TREASURER0 $0$0$0 $01
DEVA PANAMBUR CFA CFP TRUSTEE/EXECUTIVE COMMITTE0 $0$0$0 $03
KRISTY L ARCHULETA PHD TRUSTEE0 $0$0$0 $01
SUSAN STRASBAUGH CFP EA TRUSTEE0 $0$0$0 $01
JEFF DVORAK TRUSTEE0 $0$0$0 $01
MARGE SCHILLER TRUSTEE0 $0$0$0 $01
TOM BRADLEY TRUSTEE0 $0$0$0 $01
2021 · 9 people listed · none paid · 1 employee · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL JOYCE PRESIDENT0 $0$0$0 $01
DANIELLE SEURKAMP CFP VICE PRESIDENT0 $0$0$0 $02
JAMIE MILNE SECRETARY/TREASURER0 $0$0$0 $01
AMY IRVINE CFP TRUSTEE/EXECUTIVE COMMITTEE MEMBER0 $0$0$0 $02
KRISTY L ARCHULETA PHD TRUSTEE/EXECUTIVE COMMITTEE MEMBER0 $0$0$0 $01
SUSAN STRASBAUGH TRUSTEE0 $0$0$0 $01
JEFF DVORAK TRUSTEE0 $0$0$0 $01
MARGE SCHILLER TRUSTEE0 $0$0$0 $01
TOM BRADLEY TRUSTEE0 $0$0$0 $01
2020 · 10 people listed · 1 paid, $42K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT HARKEY PROGRAM OFFICER30 $42,424-$0 $42,4241
AMY IRVINE CFP TRUSTEE0 $0-$0 $02
KRISTY L ARCHULETA PHD TRUSTEE0 $0-$0 $01
BRENDA KNOX TRUSTEE0 $0-$0 $02
JEFF DVORAK TRUSTEE0 $0-$0 $01
MARGE SCHILLER TRUSTEE0 $0-$0 $01
TOM BRADLEY TRUSTEE0 $0-$0 $01
MICHAEL JOYCE PRESIDENT0 $0-$0 $01
DANIELLE SEURKAMP CFP VICE PRESIDENT0 $0-$0 $02
JAMIE MILNE SECRETARY/TREASURER0 $0-$0 $01
2019 · 11 people listed · 1 paid, $41K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT HARKEY PROGRAM OFFICER30 $40,798-$0 $40,7981
MARGE SCHILLER TRUSTEE1 $0-$0 $01
JEFF DVORAK TRUSTEE1 $0-$0 $01
BRENDA KNOX TRUSTEE1 $0-$0 $02
MICHAEL JOYCE TRUSTEE1 $0-$0 $01
JAMIE MILNE TRUSTEE1 $0-$0 $01
JAMES PEARMAN TRUSTEE1 $0-$0 $01
DALE VAN SCOYK TRUSTEE1 $0-$0 $01
SKIP SCHWEISS PRESIDENT1 $0-$0 $01
JENNIFER SANCHEZ VICE PRESIDENT1 $0-$0 $02
JAMES CANTRELL SECRETARY/TREASURER1 $0-$0 $03
2018 · 7 people listed · 1 paid, $38K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JENNIFER SHIMP PROGRAM OFFICER30 $37,376-$675 $38,0511
L ANN COULSON DIRECTOR1 $0-$0 $02
ANNE GIBSON DIRECTOR1 $0-$0 $02
BRENDA KNOX DIRECTOR1 $0-$0 $02
SKIP SCHWEISS PRESIDENT1 $0-$0 $01
JENNIFER SANCHEZ VICE PRESIDENT1 $0-$0 $02
JAMES CANTRELL SECRETARY/TREASURER1 $0-$0 $03
2017 · 6 people listed · 1 paid, $43K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JENNIFER SHIMP PROGRAM OFFICER30 $41,633-$1,105 $42,7381
L ANN COULSON DIRECTOR1 $0-$0 $02
ANNE GIBSON DIRECTOR1 $0-$0 $02
SKIP SCHWEISS PRESIDENT1 $0-$0 $01
JENNIFER SANCHEZ VICE PRESIDENT1 $0-$0 $02
JAMES CANTRELL SECRETARY/TREASURER1 $0-$0 $03
2016 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANN COULSON EXECUTIVE COMMITTEE1 $0-$0 $02
ANNE GIBSON EXECUTIVE COMMITTEE1 $0-$0 $02
MARY MALGOIRE PRESIDENT1 $0-$0 $02
JAMIE MILNE VICE PRESIDENT1 $0-$0 $01
JAMES CANTRELL SECRETARY/TREASURER1 $0-$0 $03
2015 · 5 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARY MALGOIRE PRESIDENT0 $0$0$0 $02
JAMIE MILNE VICE PRESIDENT0 $0$0$0 $01
JAMES CANTRELL SECRETARY/TREASURER0 $0$0$0 $03
L ANN COULSON CONSUMER REPRESENTATIVE0 $0$0$0 $02
ANNE GIBSON GOVERNMENT COMMITTEE0 $0$0$0 $02
2014 · 5 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARY MALGOIRE PRESIDENT0 $0$0$0 $02
JAMIE MILNE VICE PRESIDENT0 $0$0$0 $01
JAMES CANTRELL SECRETARY/TREASURER0 $0$0$0 $03
J DAVID LEWIS DIRECTOR0 $0$0$0 $02
L ANN COULSON DIRECTOR0 $0$0$0 $02
2013 · 5 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARY MALGOIRE PRESIDENT0 $0$0$0 $02
JAMIE MILNE VICE PRESIDENT0 $0$0$0 $01
ROBERT GERSTEMEIER SECRETARY/TREASURER0 $0$0$0 $02
J DAVID LEWIS DIRECTOR0 $0$0$0 $02
L ANN COULSON DIRECTOR0 $0$0$0 $02
2012 · 5 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARY MALGOIRE PRESIDENT0 $0$0$0 $02
JAMIE MILNE VICE PRESIDENT0 $0$0$0 $01
ROBERT GERSTEMEIER SECRETARY/TREASURER0 $0$0$0 $02
J DAVID LEWIS DIRECTOR0 $0$0$0 $02
RAY FORGUE DIRECTOR0 $0$0$0 $02
2011 · 5 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RAY FORGUE DIRECTOR0 $0$0$0 $02
LINDA LEITZ DIRECTOR0 $0$0$0 $02
JAMIE MILNE PRESIDENT0 $0$0$0 $01
MARY MALGORIE VICE PRESIDENT0 $0$0$0 $01
IRENE LEECH SECRETARY0 $0$0$0 $01
2010 · 5 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RAY FORGUE DIRECTOR- $0$0$0 $02
LINDA LEITZ DIRECTOR- $0$0$0 $02
JAMIE MILNE PRESIDENT- $0$0$0 $01
MARY MALGORIE VICE PRESIDENT- $0$0$0 $01
IRENE LEECH SECRETARY- $0$0$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-08-31 · view filing · original 990 ↗
$199,439$157,803 $602,257$579,206 $169,318$0 $000
2023 · Form 990 period ending 2024-08-31 · view filing · original 990 ↗
$235,263$108,827 $523,795$510,703 $235,472$0 $030
2022 · Form 990 period ending 2023-08-31 · view filing · original 990 ↗
$63,547$87,024 $351,365$333,885 $58,637$0 $020
2021 · Form 990 period ending 2022-08-31 · view filing · original 990 ↗
$205,099$45,376 $359,035$359,035 $200,942$0 $010
2020 · Form 990EZ period ending 2021-08-31 · view filing · original 990 ↗
$77,233$62,102 $259,117$214,437 $76,532- ---
2019 · Form 990EZ period ending 2020-08-31 · view filing · original 990 ↗
$97,641$60,280 $199,736$192,924 $97,500- ---
2018 · Form 990EZ period ending 2019-08-31 · view filing · original 990 ↗
$97,895$65,919 $161,881$155,563 $97,150- ---
2017 · Form 990EZ period ending 2018-08-31 · view filing · original 990 ↗
$70,919$77,057 $127,865$123,587 $70,402- ---
2016 · Form 990EZ period ending 2017-08-31 · view filing · original 990 ↗
$84,705$57,782 $135,102$129,725 $84,703- ---
2015 · Form 990 period ending 2016-08-31 · view filing · original 990 ↗
$93,901$62,883 $108,629$102,802 $93,900$0 $000
2014 · Form 990 period ending 2015-08-31 · view filing · original 990 ↗
$65,054$60,344 $74,875$71,784 $65,053$0 $000
2013 · Form 990 period ending 2014-08-31 · view filing · original 990 ↗
$51,368$59,635 $67,074$67,074 $51,367$0 $000
2012 · Form 990 period ending 2013-08-31 · view filing · original 990 ↗
$40,861$56,471 $75,341$75,341 $40,860$0 $000
2011 · Form 990 period ending 2012-08-31 · view filing · original 990 ↗
$54,685$24,573 $90,951$90,951 $54,684$0 $000
2010 · Form 990 period ending 2011-08-31 · view filing · original 990 ↗
$50,270$51,892 $60,839$60,839 $50,269$0 $000

Funders of this organization

8 grantors reported grants to this organization, $276,751 in all, tax years 2012 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
FOUNDATION FOR FINANCIAL PLANNING INC Public charity Exact 2016-2024 9$167,500 2024$7,500
show
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor Exact 2020-2021, 2023-2024 4$50,607 2024$12,000
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DONOR ADVISED CHARITABLE GIVING DAF sponsor Exact 2015-2017, 2022, 2024 5$44,600 2024$14,100
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GREATER WASHINGTON COMMUNITY FOUNDATION DAF sponsor Exact 2013 1$10,000 2013$10,000
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MODERA CHARITABLE FOUNDATION Private foundation Fuzzy filed as “NAPFA CONSUMER EDUCATION FOUNDATION” 2023 1$2,500 2023$2,500
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THE@FRANKLIN H AND NANCY S MOORE FOUNDATION Private foundation Fuzzy filed as “NAPFA CONSUMER EDUCATION FOUNDATION” 2013 1$1,000 2013$1,000
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NATIONAL CHRISTIAN CHARITABLE FOUNDATION DAF sponsor Exact 2012 1$500 2012$500
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AMAZONSMILE FOUNDATION Private foundation Fuzzy filed as “NAPFA CONSUMER EDUCATION FOUNDATION” 2020-2021, 2023 3$44 2023$34
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Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
RAILROAD WORKERS EDUCATION & LEGAL DEFENSE FOUNDATIONILB03 $288,914$150,709 Cochair$0 Same NTEE code B03, revenue within 2x, same state
WESTSIDE ASSOCIATION FOR COMMUNITY ACTION FOUNDATIONILB03 $149,083$147,050 Executive Director$0 Same NTEE code B03, revenue within 2x, same state
ILLINOIS SCHOOL COUNSELOR ASSOCIATIONILB03 $299,999$364,445 BOARD CHAIR$0 Same NTEE code B03, revenue within 2x, same state
NATIONAL ASSOCIATION OF CORPORATE DIRECTORSILB03 $357,770$312,523 President CEO$125,004 Same NTEE code B03, revenue within 2x, same state
HNS CONFERENCEILB03 $368,034$349,981 Treasurer & Finance Chair$0 Same NTEE code B03, revenue within 2x, same state
CHIBRRCON NFPILB03 $139,573$162,667 MEMBER$0 Same NTEE code B03, revenue within 2x, same state
LAKESIDE PTE CONFERENCE NFPILB03 $190,760$141,994 PRESIDENT$0 Same NTEE code B03, revenue within 2x, same state
CENTER FOR APPLIED TRANSGENDER STUDIESILB03 $198,061$129,462 Managing Director$0 Same NTEE code B03, revenue within 2x, same state
FEDERATION OF POLISH MEDICAL ORGANIZATIONS ABROADILB03 $139,408$24,949 President$0 Same NTEE code B03, revenue within 2x, same state
LABOR AND WORKING CLASS HISTORY ASSOCIATIONILB03 $127,599$112,521 Executive Assistant$4,000 Same NTEE code B03, revenue within 2x, same state
ENGINEERING COUNCIL AT THE UNIVERSITY OF ILLINOISILB03 $122,746$132,606 President$0 Same NTEE code B03, revenue within 2x, same state
IACC - AMERICAS LEARNING PROGRAM INCILB03 $248,176$144,531 VICE PRESIDENT$0 Same NTEE code B03, revenue within 2x, same state
WOMEN IN INTERVENTIONAL ENDOSCOPYILB03 $378,427$254,378 PRESIDENT$0 Same NTEE code B03, revenue within 2x, same state
KOREAN AMERICAN SPINE SOCIETYILB03 $328,579$316,796 PAST PRESIDENT$0 Same NTEE code B03, revenue within 2x, same state
SOCIETY OF UROLOGIC PROSTHETIC SURGEONS INCILB03 $225,650$327,145 President$0 Same NTEE code B03, revenue within 2x, same state
INVESTIGATIVE PROJECT ON RACE AND EQUITY NFPILB03 $368,921$305,710 DIRECTOR$0 Same NTEE code B03, revenue within 2x, same state
PEDIATRIC ORTHOPAEDIC PRACTITIONERS SOCIETYILB03 $118,205$86,025 PRESIDENT- NEW, PREIDENT ELE.-PAST$0 Same NTEE code B03, revenue within 2x, same state
MIDWEST PRINCIPALS CENTER INCILB03 $354,319$347,110 CO-DIRECTOR$48,890 Same NTEE code B03, revenue within 2x, same state
ASSOCIATION OF PAKISTANI CARDIOLOGISTS OF NORTH AMERICAILB03 $107,392$209,800 PRESIDENT$0 Same NTEE code B03, revenue within 2x, same state
WOMEN IMPACTING STOREBRAND EXCELLENCE INCILB03 $190,174$173,567 BOARD CHAIR$0 Same NTEE code B03, revenue within 2x, same state
SIGMA BETA DELTA INCILB03 $341,307$260,814 President$0 Same NTEE code B03, revenue within 2x, same state
ARAB AMERICAN ASSOCIATION FOR ENGINEERS & ARCHITECTSILB03 $133,307$123,553 PRESIDENT$0 Same NTEE code B03, revenue within 2x, same state
UNIVERSITIES COUNCIL OF WATER RESOURCES INCILB03 $348,454$289,542 EXECUTIVE DIRECTOR$35,613 Same NTEE code B03, revenue within 2x, same state
CHICAGO DERMATOLOGICAL SOCIETY INCILB03 $316,979$272,413 CHAIR, LOYOL$0 Same NTEE code B03, revenue within 2x, same state
ILLINOIS SCIENCE OLYMPIADILB03 $124,428$131,154 TREASURER$0 Same NTEE code B03, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
W K KELLOGG FOUNDATION Private foundation$1,371,3689 12011–2022 NEW MEXICO ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN
CONRAD N HILTON FOUNDATION Private foundation$500,0002 12021–2024 WORLD FORUM FOUNDATION
GLEASON FAMILY FOUNDATION Private foundation$460,0002 12016–2017 EDUCATION ACTION GROUP FOUNDATION
THOMAS D KLINGENSTEIN FUND Private foundation$425,0001 12023–2023 EDUCATION ACTION GROUP FOUNDATION
DONORS TRUST INC DAF sponsor$378,8424 22021–2024 ROGER SCRUTON LEGACY FOUNDATION; EDUCATION ACTION GROUP FOUNDATION
NATIONAL PHILANTHROPIC TR DAF sponsor$335,0007 22019–2024 ISRAEL-TEXAS SCIENCE AND EDUCATION FOUNDATION INC; ASSOCIATION FOR ACADEMIC SURGERY FOUNDATION
BRINDLE FOUNDATION Private foundation$329,0006 12013–2018 NEW MEXICO ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN
THE CHICAGO COMMUNITY TRUST DAF sponsor$281,5003 22022–2023 INVESTIGATIVE PROJECT ON RACE AND EQUITY NFP; SOUTH CAROLINA MARINE EDUCATORS ASSOCIATION
BAINUM FAMILY FOUNDATION Private foundation$225,0003 12021–2023 WORLD FORUM FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$221,5449 52016–2024 EDUCATION ACTION GROUP FOUNDATION; LABOR AND WORKING CLASS HISTORY ASSOCIATION; ANGEL INVESTOR FOUNDATION; ROGER SCRUTON LEGACY FOUNDATION and 1 more
128 COLLECTIVE FOUNDATION Private foundation$200,0001 12024–2024 RAILROAD WORKERS EDUCATION & LEGAL DEFENSE FOUNDATION
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$163,0108 32019–2024 CHINESE FRIENDSHIP ASSOCIATION OF PORTLAND; ALABAMA HONDURAN MEDICAL EDUCATIONAL NETWORK; EDUCATION JUSTICE ACADEMY
OREGON COMMUNITY FOUNDATION DAF sponsor$160,0002 12020–2021 CHINESE FRIENDSHIP ASSOCIATION OF PORTLAND
LYNDE AND HARRY BRADLEY FOUNDATION INC Private foundation$160,0004 12021–2023 ROGER SCRUTON LEGACY FOUNDATION
SHIMON BEN JOSEPH FOUNDATION Private foundation$145,5006 12017–2024 NETWORK FOR RESEARCH IN JEWISH EDUCATION INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $157,803 spent · pay $74,758 · grants $3,500 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $67,992$27,197$27,197$13,598 43.1%
Other (as described)FOUNDATION PROGRAMS $42,400$42,400-- 26.9%
Fees: other services $28,455$11,382$11,382$5,691 18.0%
Payroll taxes $5,466$2,186$2,186$1,094 3.5%
Grants to US individuals $3,500$3,500-- 2.2%
Travel $2,549$2,549-- 1.6%
Office expenses $2,354$942$942$470 1.5%
Information technology $2,335$934$934$467 1.5%
Other (as described)GIFTS $1,452$1,452-- 0.9%
Pension plan contributions $1,300$520$520$260 0.8%
Total$157,803100%

View the filing

2023 · Form 990 · $108,827 spent · pay $72,094 · grants $3,900 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $65,595$26,238$26,238$13,119 60.3%
Other (as described)FOUNDATION PROGRAMS $17,500$17,500-- 16.1%
Fees: other services $6,318-$6,318- 5.8%
Payroll taxes $5,328$2,131$2,131$1,066 4.9%
Grants to US individuals $3,900$3,900-- 3.6%
Office expenses $3,338$1,335$1,335$668 3.1%
Travel $2,898$2,898-- 2.7%
Information technology $1,816$726$726$364 1.7%
Pension plan contributions $1,171$468$468$235 1.1%
Other (as described)EMPLOYEE TRAINING $550-$550- 0.5%
Other (as described)GIFTS $362$362-- 0.3%
All other expenses $51-$51- 0.0%
Total$108,827100%

View the filing

2022 · Form 990 · $87,024 spent · pay $62,233 · grants $1,100 · events $700
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $56,750$22,700$22,700$11,350 65.2%
Other (as described)EMPLOYEE TRAINING $14,000-$14,000- 16.1%
Payroll taxes $4,947$1,979$1,979$989 5.7%
Office expenses $3,726$1,490$1,490$746 4.3%
Information technology $1,638$655$655$328 1.9%
Fees: legal $1,597-$1,597- 1.8%
Travel $1,123$1,123-- 1.3%
Grants to US individuals $1,100$1,100-- 1.3%
Conferences, conventions and meetings $700$700-- 0.8%
Other (as described)FOUNDATION PROGRAMS $500$500-- 0.6%
Pension plan contributions $486$194$194$98 0.6%
Fees: other services $375-$375- 0.4%
Other employee benefits $50$20$20$10 0.1%
Other (as described)BUSINESS FEES $32-$32- 0.0%
Total$87,024100%

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2021 · Form 990 · $45,376 spent · pay $27,816 · grants $3,533 · events $3,279
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $25,200$10,080$10,080$5,040 55.5%
Office expenses $5,771$2,308$2,308$1,155 12.7%
Grants to US individuals $3,533$3,533-- 7.8%
Conferences, conventions and meetings $3,279$3,279-- 7.2%
Information technology $2,438$975$975$488 5.4%
Payroll taxes $1,887$755$755$377 4.2%
Fees: other services $1,395-$1,395- 3.1%
Other employee benefits $729$292$292$145 1.6%
Other (as described)FOUNDATION PROGRAMS $500$500-- 1.1%
Other (as described)EMPLOYEE TRAINING $375-$375- 0.8%
Travel $259$259-- 0.6%
Other (as described)BUSINESS FEES $10-$10- 0.0%
Total$45,376100%

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2020 · Form 990EZ · $62,102 spent · pay $44,452 · grants $0 · events $0
LineAs describedTotalShare
Salaries, other pay and benefits $44,452 71.6%
Other expenses (detail on Schedule O) $12,250 19.7%
Fees to independent contractors $5,400 8.7%
Total$62,102100%

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2019 · Form 990EZ · $60,280 spent · pay $39,996 · grants $825 · events $0
LineAs describedTotalShare
Salaries, other pay and benefits $39,996 66.4%
Other expenses (detail on Schedule O) $16,507 27.4%
Fees to independent contractors $2,952 4.9%
Grants and similar amounts paid $825 1.4%
Total$60,280100%

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2018 · Form 990EZ · $65,919 spent · pay $38,051 · grants $4,722 · events $0
LineAs describedTotalShare
Salaries, other pay and benefits $38,051 57.7%
Other expenses (detail on Schedule O) $18,676 28.3%
Grants and similar amounts paid $4,722 7.2%
Fees to independent contractors $4,470 6.8%
Total$65,919100%

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2017 · Form 990EZ · $77,057 spent · pay $50,051 · grants $0 · events $0
LineAs describedTotalShare
Salaries, other pay and benefits $50,051 65.0%
Fees to independent contractors $13,978 18.1%
Other expenses (detail on Schedule O) $5,974 7.8%
Printing, publications, postage $4,453 5.8%
Occupancy, rent, utilities, maintenance $2,601 3.4%
Total$77,057100%

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2016 · Form 990EZ · $57,782 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Fees to independent contractors $45,905 79.4%
Other expenses (detail on Schedule O) $5,687 9.8%
Printing, publications, postage $3,374 5.8%
Occupancy, rent, utilities, maintenance $2,816 4.9%
Total$57,782100%

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2015 · Form 990 · $62,883 spent · pay $0 · grants $0 · events $1,615
LineAs describedTotalProgramManagementFundraisingShare
Fees: management $37,630$37,630-- 59.8%
Information technology $7,031$7,031-- 11.2%
Fees: other services $4,083$4,083-- 6.5%
Other (as described)SOFTWARE $3,171$3,171-- 5.0%
Office expenses $2,890-$2,890- 4.6%
Travel $2,151$2,151-- 3.4%
Conferences, conventions and meetings $1,615-$1,615- 2.6%
Other (as described)POSTAGE AND SHIPPING $1,283-$1,283- 2.0%
All other expenses $881-$881- 1.4%
Other (as described)BUSINESS FEES $589-$589- 0.9%
Other (as described)PRINTING $586$586-- 0.9%
Advertising and promotion $422-$422- 0.7%
Fees: accounting $385-$385- 0.6%
Depreciation and depletion $166-$166- 0.3%
Total$62,883100%

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2014 · Form 990 · $60,344 spent · pay $0 · grants $0 · events $5,720
LineAs describedTotalProgramManagementFundraisingShare
Fees: management $37,387$37,387-- 62.0%
Conferences, conventions and meetings $5,720$5,720-- 9.5%
Other (as described)PRINTING $3,426$3,426-- 5.7%
Fees: other services $2,594$2,594-- 4.3%
Other (as described)SOFTWARE $2,200$2,200-- 3.6%
Travel $2,090$2,090-- 3.5%
All other expenses $2,064-$2,064- 3.4%
Other (as described)IPADS FOR VETERANS $1,619$1,619-- 2.7%
Other (as described)POSTAGE AND SHIPPING $1,321-$1,321- 2.2%
Insurance $916-$916- 1.5%
Fees: legal $456-$456- 0.8%
Fees: accounting $385-$385- 0.6%
Depreciation and depletion $166-$166- 0.3%
Total$60,344100%

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2013 · Form 990 · $59,635 spent · pay $0 · grants $0 · events $5,649
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $47,305$47,305-- 79.3%
Conferences, conventions and meetings $5,649$5,649-- 9.5%
Other (as described)SOFTWARE $2,233$2,233-- 3.7%
Travel $1,060$1,060-- 1.8%
Other (as described)CREDIT CARD FEES $947-$947- 1.6%
Insurance $867-$867- 1.5%
Other (as described)PRINTING $584-$584- 1.0%
Other (as described)TELEPHONE $551-$551- 0.9%
All other expenses $273-$273- 0.5%
Depreciation and depletion $166-$166- 0.3%
Total$59,635100%

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2012 · Form 990 · $56,471 spent · pay $0 · grants $0 · events $2,133
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $34,917$34,917-- 61.8%
Other (as described)PRINTING $9,707-$9,707- 17.2%
Insurance $3,037-$3,037- 5.4%
Other (as described)SOFTWARE $2,444$2,444-- 4.3%
Conferences, conventions and meetings $2,133$2,133-- 3.8%
Other (as described)CREDIT CARD FEES $1,466-$1,466- 2.6%
All other expenses $1,049-$1,049- 1.9%
Travel $928$928-- 1.6%
Other (as described)TELEPHONE $624-$624- 1.1%
Depreciation and depletion $166-$166- 0.3%
Total$56,471100%

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2011 · Form 990 · $24,573 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $18,319$17,944$375- 74.5%
Other (as described)CREDIT CARD FEES $1,582-$1,582- 6.4%
Office expenses $1,137-$1,137- 4.6%
Other (as described)PRINTING $1,106$1,106-- 4.5%
Travel $1,016-$1,016- 4.1%
Advertising and promotion $527-$527- 2.1%
Other (as described)TELEPHONE $506$506-- 2.1%
Depreciation and depletion $166-$166- 0.7%
Other (as described)POSTAGE AND SHIPPING $160-$160- 0.7%
All other expenses $54-$54- 0.2%
Total$24,573100%

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2010 · Form 990 · $51,892 spent · pay $0 · grants $0 · events $216
LineAs describedTotalProgramManagementFundraisingShare
Travel $36,353$35,700$653- 70.1%
Fees: other services $11,294$11,000$294- 21.8%
Other (as described)CREDIT CARD FEES $1,752-$1,752- 3.4%
Other (as described)TELEPHONE $900$240$660- 1.7%
Fees: accounting $375-$375- 0.7%
Other (as described)PRINTING $320$320-- 0.6%
Other (as described)POSTAGE AND SHIPPING $256$68$188- 0.5%
Conferences, conventions and meetings $216-$216- 0.4%
Fees: legal $174-$174- 0.3%
Depreciation and depletion $166-$166- 0.3%
Other (as described)BUSINESS FEES $49-$49- 0.1%
Office expenses $37-$37- 0.1%
Total$51,892100%

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