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EIN 20-2025908

Napfa Foundation

IRS 501(c) type
501(c)(3)
Num. employees
2
City
Chicago
State
Illinois
Year formed
2004
Most recent tax filings
2023-08-01
NTEE code, primary
P50: Personal Social Services
Description
Web site "turning Americans into confident and proactive financial decision makers" assists consumers with financial decisions and major life transactions.
Related structure
Napfa Foundation is a subordinate organization under National Association of Personal Financial Advisors.
Also known as...
Napfa Consumer Education Foundation
Total revenues
$63,547
2023
Total expenses
$87,024
2023
Total assets
$351,365
2023
Num. employees
2
2023

Program areas at Napfa Foundation

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.

Who funds Napfa Foundation

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Foundation for Financial PlanningOutreach$20,000
Schwab Charitable FundEducation$5,050
Modera Charitable FoundationGeneral & Unrestricted$2,500

Personnel at Napfa Foundation

NameTitleCompensation
Kathryn DattomoChief Executive Officer
Jamie MilneSecretary and Treasurer / Vice President$0
Danielle SeurkampVice President$0
Michael JoyceVice President / President / Trustee$0
Skip SchweissPresident$0
...and 2 more key personnel

Financials for Napfa Foundation

RevenuesFYE 08/2023
Total grants, contributions, etc.$58,637
Program services$0
Investment income and dividends$4,637
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$239
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$34
Total revenues$63,547

Form 990s for Napfa Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-082024-07-15990View PDF
2022-082023-02-28990View PDF
2021-082022-03-24990EZView PDF
2020-082021-03-12990EZView PDF
2019-082020-09-28990EZView PDF
...and 9 more Form 990s

Organizations like Napfa Foundation

OrganizationLocationRevenue
Kula Kamala FoundationReading, PA$69,559
Ma Johnson AssociatesSt Petersburg, FL$91,632
Financial Empowerment NetworkBellevue, WA$308,311
Women PartneringColorado Springs, CO$150,766
The Arc Alliance Guardianship ServicesEagleville, PA$205,454
Joe Joe Bear FoundationKaty, TX$64,518
ROC WheelsBozeman, MT$190,218
AngelwishHoboken, NJ$207,827
One Yoga TwoMinneapolis, MN$130,414
Women AwareSioux City, IA$95,748
Data update history
August 29, 2024
Posted financials
Added Form 990 for fiscal year 2023
August 28, 2024
Updated personnel
Identified 2 new personnel
December 24, 2023
Received grants
Identified 1 new grant, including a grant for $20,000 from Foundation for Financial Planning
November 25, 2023
Posted financials
Added Form 990EZ for fiscal year 2021
August 8, 2023
Posted financials
Added Form 990EZ for fiscal year 2020
Nonprofit Types
Grantmaking organizationsHuman service organizationsFamily service centersChapter / child organizationsCharities
Issues
EducationHuman servicesPublic policy
Characteristics
Tax deductible donationsAccepts online donations
General information
Address
8700 W Bryn Mawr Ave 700n
Chicago, IL 60631
Metro area
Chicago-Naperville-Elgin, IL-IN-WI
County
Cook County, IL
Website URL
napfa.org/napfa-foundation 
Phone
(847) 483-5400
IRS details
EIN
20-2025908
Fiscal year end
August
Taxreturn type
Form 990
Year formed
2004
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
P50: Personal Social Services
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Subordinate organization
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