NAPFA FOUNDATION (EIN 202025908) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

KATHRYN DATTOMO

Phone

8474835400

Tax Period

2023-09-01 to 2024-08-31

NAPFA FOUNDATION, founded in 2004, is a small nonprofit in the Education sector that reported $205K in total revenue in fiscal year 2021. Revenue surged 166% from the prior year, signaling strong growth momentum. The organization ran a surplus of $160K, a strong 78% operating margin.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $235,472

Program Service Revenue $0

Investment Income $-209

Other Revenue $0

TOTAL REVENUE $235,263

Expense Breakdown

Grants Paid $3,900

Salaries & Benefits $72,094

Fundraising Expenses $15,452

Program Expenses $55,558

Other Expenses $32,833

TOTAL EXPENSES $108,827

Year-over-Year Comparison

	2023	2022	Change
Revenue	$235,263	$63,547	+2.7%
Expenses	$108,827	$87,024	+0.3%
Net Income	$126,436	$-23,477	-6.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIELLE SEURKAMP CFP	PRESIDENT	0.50	Officer Director	$0	$0	$0
MICHAEL JOYCE	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
JAMIE MILNE	SECRETARY/TREASURER	0.25	Officer Director	$0	$0	$0
MICHAEL GIBNEY	BOARD LIASON	0.25	Director	$0	$0	$0
KRISTY L ARCHULETA PHD	TRUSTEE	0.25	Director	$0	$0	$0
AMY IRVINE	TRUSTEE	0.25	Director	$0	$0	$0
TOM BRADLEY	TRUSTEE	0.25	Director	$0	$0	$0
JOHN WENZEL	TRUSTEE	0.25	Director	$0	$0	$0
SUSAN STASBAUGH CFP EA	TRUSTEE	0.25	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$235,263	$108,827	$523,795	$126,436
2023	$63,547	$87,024	$351,365	$-23,477
2022	$205,099	$45,376	$359,035	$159,723

NAPFA FOUNDATION