Public Charity

NAPFA FOUNDATION

Based in CHICAGO, IL, NAPFA FOUNDATION operates as a Public Charity. The organization reported $199K in revenue, $158K in expenses, $602K in total assets for fiscal year 2025. Imperigo tracks 16 reported grant relationships connected to this organization totaling approximately $232K.

EIN: 202025908 CHICAGO, IL Professional Societies & Associations NTEE: B03 Latest filing: 2025
Total Revenue$199K
Total Expenses$158K
Total Assets$602K
Grant Records16
Funding Total$232K
Filing Years2021–2025

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.

Where $100 goes at Napfa Foundation

How Napfa Foundation divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.

$46 Programs the work itself
$38 Management running the organization
$16 Fundraising raising the next dollar

Inside the $46 for programs

$46
Web site "turning americans into confident and proactive financial decision makers" assists consumers with financial decisions and major life transactions
All program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

VICE PRESIDENT Amy Irvine
TRUSTEE Anne Marie Ashworth
PRESIDENT Danielle Seurkamp Cfp
TRUSTEE Deva Panambur
BOARD LIASON Feraud Calixte
SECRETARY/TREASURER Jamie Milne

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$50,607 4 grants
Education
$19,150 2 grants
Human & Social Services
$15,100 2 grants
Unspecified
$147,500 8 grants

Financial Trends

Year Revenue Expenses Assets
2025 $199K $158K $602K
2024 $235K $109K $524K
2023 $64K $87K $351K
2022 $205K $45K $359K
2021 $77K $62K $259K

Between 2021 and 2025, reported annual revenue grew from $77K to $199K (+158%), with total assets most recently reported at $602K.

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

See the full picture for NAPFA FOUNDATION

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