NonprofitsNapfa Consumer Education Foundation

Education

Napfa Consumer Education Foundation

CHICAGO, IL

Total revenue

$235K

Total expenses

$109K

Net assets

$511K

Grants received

$114K

10 grants

EIN

202025908

Tax year

2023

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.

Financials

FY 2023

Revenue

Contributions & grants$235K
Program service revenue
Investment income
Other revenue
Total revenue$235K

Expenses

Grants paid$4K
Salaries & benefits$72K
Fundraising$15K
Other expenses$33K
Total expenses$109K
Total assets$524K
Net assets$511K

People

9 listed

NameRoleCompensation

DANIELLE SEURKAMP CFP

PRESIDENT

Board

0.5 hrs/wk

MICHAEL JOYCE

VICE PRESIDENT

Board

0.5 hrs/wk

JAMIE MILNE

SECRETARY/TREASURER

Board

0.25 hrs/wk

MICHAEL GIBNEY

BOARD LIASON

Board

0.25 hrs/wk

KRISTY L ARCHULETA PHD

TRUSTEE

Board

0.25 hrs/wk

AMY IRVINE

TRUSTEE

Board

0.25 hrs/wk

TOM BRADLEY

TRUSTEE

Board

0.25 hrs/wk

JOHN WENZEL

TRUSTEE

Board

0.25 hrs/wk

SUSAN STASBAUGH CFP EA

TRUSTEE

Board

0.25 hrs/wk

Grants received

Showing 10 of 10

FromAmountPurposeYear
$15K
OUTREACH
2023
$13K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$3K
General & Unrestricted
2023
$20K
OUTREACH
2022
$14K
For recipient's exempt purpose
2021
$20K
OUTREACH
2020
$11K
FOR RECIPIENT'S EXEMPT PURPOSE
2020
$5K
SOCIAL SERVICES/SOCIAL BENEFITS
2017

Funded by

$114K from 4 funders · 10 grants · 2017–2024

Foundation For Financial

$63K · 4 grants · 2020–2024

Vanguard Charitable Endowment Program

$39K · 3 grants · 2020–2023

Donor Advised Charitable Giving Inc

$10K · 2 grants · 2017–2022

Modera Charitable Foundation

$3K · 1 grant · 2023

Details

EIN202025908
NTEE codeB03
Subsection03
Ruling date2006-02
Formed2004
Employees3
Volunteers0
NAPFA CONSUMER EDUCATION FOUNDATION — Mission, Financials & Grants Received | Grantivo