Public Charity

NAPFA FOUNDATION

Based in CHICAGO, IL, NAPFA FOUNDATION operates as a Public Charity. The organization reported $235K in revenue, $109K in expenses, $524K in total assets for fiscal year 2024. Imperigo tracks 15 reported grant relationships connected to this organization totaling approximately $220K.

EIN: 202025908 CHICAGO, IL Latest filing: 2024
Total Revenue$235K
Total Expenses$109K
Total Assets$524K
Grant Records15
Funding Total$220K
Filing Years2020–2024

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.

Officers & Directors

TRUSTEE Amy Irvine
PRESIDENT Danielle Seurkamp Cfp
SECRETARY/TREASURER Jamie Milne
TRUSTEE John Wenzel
TRUSTEE Kristy L Archuleta Phd
BOARD LIASON Michael Gibney

Officer compensation and complete director data available with membership.

Top Grant Purposes

OUTREACH
$147,500 8 grants
FOR RECIPIENT'S EXEMPT PURPOSE
$24,165 2 grants
EDUCATION
$19,150 2 grants
For recipient's exempt purpose
$14,442 1 grant
Social Services/Social Benefits
$10,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $235K $109K $524K
2023 $64K $87K $351K
2022 $205K $45K $359K
2021 $77K $62K $259K
2020 $98K $60K $200K

Between 2020 and 2024, reported annual revenue grew from $98K to $235K (+141%), with total assets most recently reported at $524K.

Interactive year-over-year charts and full filing details available with membership.

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