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US nonprofit · EIN 202025908 · Chicago, ILiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 202025908) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe time served.Latest return IRS Form 990 series e-file data - 990 for the year to 31 August 2025: assets, liabilities, staff, website, telephone, pay, related organisations (Schedule R).Finances by year IRS Form 990 e-file data - total revenue and total expenses by tax year.Renewal outlook Computed by Governance Register from the observed filing history and filed revenue. Not a statement that the organisation is recruiting.Deductibility IRS Publication 78 data (code PC), downloaded 18 October 2026.Licence US Federal Government public domain.How we handle data

Napfa Consumer Education Foundation

Donations deductible
Revenue
$199k
year to 31 August 2025
Expenses
$158k
year to 31 August 2025
Total assets
$602k
$23k liabilities
Net assets
$579k
assets less liabilities
Directors and trustees
9
4.6 years on average
Staff
0
employees, year to 31 August 2025
Left since last filing
0
no seats appear to have opened
Voting members
9
reported in Part VI
How am I connected?

Napfa Consumer Education Foundation's network

9 people2 organisationsi9 people and 2 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (9). Violet dotted lines (2) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.

The board

9 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 9 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Amy Irvine CFP (also filed as Amy Irvine)Trustee2021
5 yrs
Danielle Seurkamp CFPPresident2021
5 yrs
Jamie MilneSecretary/Treasurer2020
6 yrs
John WenzelTrustee2024
2 yrs
Kristy L Archuleta PHDTrustee2021
5 yrs
Michael GibneyBoard Liason2024
2 yrs
Michael JoyceVice President2020
6 yrs
Susan Stasbaugh CFP EATrustee2024
2 yrs
Tom BradleyTrustee2021
5 yrs
Under 5 years5 to 6 years6 years or more

Pay and hours

year to 31 August 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Danielle Seurkamp CFPPresident0.5$0
Amy IrvineVice President0.5$0
Jamie MilneSecretary/Treasurer0.25$0
Feraud CalixteBoard Liason0.25$0
Kristy L Archuleta PhDConsumer Liason0.25$0
Michael JoyceTrustee0.25$0
Tom BradleyTrustee0.25$0
John WenzelTrustee0.25$0
Anne Marie AshworthTrustee0.25$0
Deva PanamburTrustee0.25$0
Michael GibneyTrustee0.25$0

No pay was reported for anyone in Part VII on this return.

About

Legal name
Napfa Consumer Education Foundation
EIN
202025908
Address
8700 W Bryn Mawr Ave Ste 700n, Chicago, IL, 60631-3503
State
Illinois
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. (as filed on the Form 990)
Activity (NTEE)
B03 Education
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
Education
Size band
5 (IRS master file code)
Formed
2004
Principal officer
Kathryn Dattomo (as named on the Form 990)
IRS ruling date
1 February 2006
Status
Code 01 (unconditional exemption)
Form 990 filings on record
7, latest 2024
IRS Publication 78
PC (contributions deductible)

Most connected

Related organisations (Schedule R)

Relatedrelated organisationNational Association of Personal Financial Advisors Inc

Longest observed on the filings

≥6years on the filingsJamie Milne
≥6years on the filingsMichael Joyce
≥5years on the filingsAmy Irvine CFP
≥5years on the filingsDanielle Seurkamp CFP

Latest return

year to 31 August 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 August 2025. US dollars, as filed.
Total assets
$602k
Total liabilities
$23k
Net assets or fund balances
$579k
Contributions and grants received
$169k
Program service revenue
$0
Grants and similar paid out
$4k
Employees
0

Filed finances

1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.
Tax yearTotal revenueTotal expensesSurplus or deficit
2023$235k$109k$126k

As filed on the IRS Form 990. US dollars.