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National Association Of Personal Financial Advisors Inc

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$4.16M (2023)

Expenses
$4.27M (2023)

Total Assets
$4.46M (2023)

Total Liabilities
$1.76M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Aug.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,158,261
Expenses
$4,265,642
Net Income
-$107,381
Net Assets
$2,702,436
Notable Sources of Revenue Percent of Total Revenue
Contributions $290,797
7.0%
Program Services $3,724,046
89.6%
Investment Income $106,158
2.6%
Bond Proceeds $0
Royalties $23,132
0.6%
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$5,419
Net Inventory Sales $0
Other Revenue $19,547
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $400,175
9.4%
Professional Fundraising Fees $0
Other Salaries and Wages $469,164
11.0%
Assets/Debt
Total Assets $4,459,776
Total Liabilities $1,757,340
Net Assets $2,702,436
Compensation
Key Employees and Officers Compensation Related Other
Geoffrey Brown (Ceo Past) $276,398 $0 $18,029
Kristin Keith (Director Of Education) $102,050 $0 $12,682
Lesley Stokes (Interim Ceo Past) $27,405 $0 $901
Kristy Archuleta (Director) $0 $0 $0
Joni Alt (Director) $0 $0 $0
Wendy Hartman (Chair Elect) $0 $0 $0
Amy Irvine (Director) $0 $0 $0
Jeff Jones (Chair) $0 $0 $0
Daphne Jordan (Director) $0 $0 $0
Karla Mcavoy (Past Chair) $0 $0 $0
Deva Panambur (Secretary Treasurer) $0 $0 $0
Laura Lion (Director) $0 $0 $0
Ben Jacobs (Director) $0 $0 $0
Cheryl Holland (Director) $0 $0 $0
Feraud Calixte (Director) $0 $0 $0
Natalie Pine (Director) $0 $0 $0
Kathryn Dattomo (Ceo) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,753,347
Expenses
$3,660,755
Net Income
$92,592
Net Assets
$2,669,968
Notable Sources of Revenue Percent of Total Revenue
Contributions $418,787
11.2%
Program Services $3,101,400
82.6%
Investment Income $174,190
4.6%
Bond Proceeds $0
Royalties $27,273
0.7%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $27,442
0.7%
Net Inventory Sales $0
Other Revenue $4,255
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $324,248
8.9%
Professional Fundraising Fees $0
Other Salaries and Wages $520,314
14.2%
Assets/Debt
Total Assets $4,361,699
Total Liabilities $1,691,731
Net Assets $2,669,968
Compensation
Key Employees and Officers Compensation Related Other
Geoffrey Brown (Ceo) $291,550 $0 $21,428
Kristin Keith (Director Of Education) $101,475 $0 $10,003
Archuleta Kristy (Director) $0 $0 $0
Alt Joni (Director) $0 $0 $0
Hartman Wendy (Secretary Treasurer) $0 $0 $0
Irvine Amy (Director) $0 $0 $0
Jones Jeff (Chair Elect) $0 $0 $0
Jordan Daphne (Director) $0 $0 $0
Mcavoy Karla (Chair) $0 $0 $0
Panambur Deva (Director) $0 $0 $0
Lion Laura (Director) $0 $0 $0
Sheckels Lydia (Director) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,782,058
Expenses
$2,686,842
Net Income
$95,216
Net Assets
$3,241,714
Notable Sources of Revenue Percent of Total Revenue
Contributions $382,420
13.7%
Program Services $2,215,149
79.6%
Investment Income $110,317
4.0%
Bond Proceeds $0
Royalties $37,361
1.3%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $32,841
1.2%
Net Inventory Sales $0
Other Revenue $3,970
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $295,964
11.0%
Professional Fundraising Fees $0
Other Salaries and Wages $514,233
19.1%
Assets/Debt
Total Assets $4,870,012
Total Liabilities $1,628,298
Net Assets $3,241,714
Compensation
Key Employees and Officers Compensation Related Other
Geoffrey Brown (Ceo) $272,179 $0 $19,867
Lydia P Sheckels (Chair) $0 $0 $0
Karla J Mcavoy (Chair Elect) $0 $0 $0
Jeff Jones (Secretary Treasurer) $0 $0 $0
Kristy Archuleta (Director) $0 $0 $0
Sunit Bhalla (Director) $0 $0 $0
Wendy Hartman (Director) $0 $0 $0
Amy E Irvine (Director) $0 $0 $0
Anjali Jariwala (Director) $0 $0 $0
Daphne Jordan (Director) $0 $0 $0
Kristen E Moosmiller (Director) $0 $0 $0
Danielle R Seurkamp (Director) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,136,338
Expenses
$3,096,674
Net Income
$39,664
Net Assets
$2,683,094
Notable Sources of Revenue Percent of Total Revenue
Contributions $193,361
6.2%
Program Services $2,703,655
86.2%
Investment Income $124,746
4.0%
Bond Proceeds $0
Royalties $13,453
0.4%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $101,123
3.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $301,649
9.7%
Professional Fundraising Fees $0
Other Salaries and Wages $475,770
15.4%
Assets/Debt
Total Assets $4,415,379
Total Liabilities $1,732,285
Net Assets $2,683,094
Compensation
Key Employees and Officers Compensation Related Other
Geoffrey Brown (Ceo) $252,738 $0 $18,657
Robin Gemeinhardt (Sr. Mgr. Prof. Development) $110,254 $0 $21,754
O'brien David (Chair) $0 $0 $0
Bhalla Sunit (Director) $0 $0 $0
Hobson Clarissa (Director) $0 $0 $0
Mcavoy Karla (Secretary Treasurer) $0 $0 $0
Jones Jeff (Director) $0 $0 $0
Lazarus Jennifer (Director) $0 $0 $0
Moosmiller Kristen E (Director) $0 $0 $0
Seurkamp Danielle (Director) $0 $0 $0
Sheckels Lydia (Chair Elect) $0 $0 $0
Archuleta Kristy (Director) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,691,577
Expenses
$3,763,591
Net Income
-$72,014
Net Assets
$2,582,779
Notable Sources of Revenue Percent of Total Revenue
Contributions $228,473
6.2%
Program Services $3,296,996
89.3%
Investment Income $122,928
3.3%
Bond Proceeds $0
Royalties $12,524
0.3%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $30,656
0.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $258,841
6.9%
Professional Fundraising Fees $0
Other Salaries and Wages $484,920
12.9%
Assets/Debt
Total Assets $4,287,168
Total Liabilities $1,704,389
Net Assets $2,582,779
Compensation
Key Employees and Officers Compensation Related Other
Geoffrey Brown (Chief Executive Officer) $218,988 $0 $16,498
Robin Gemeinhardt (Sr. Mgr. Prof Development) $109,675 $0 $20,608
Steve Craffen (Chair) $0 $0 $0
Pam Poldiak (Secretary Treasurer) $0 $0 $0
Clarissa Hobson (Director) $0 $0 $0
Sunit Bhalla (Director) $0 $0 $0
Dave O'brien (Chair Elect) $0 $0 $0
Karla Mcavoy (Director) $0 $0 $0
Jennifer Lazarus (Director) $0 $0 $0
Richard Feight (Director) $0 $0 $0
Lydia Sheckels (Assistant Treasurer) $0 $0 $0
Joel Isaacson (Director) $0 $0 $0
Ann Coulson (Director) $0 $0 $0
Danielle Seurkamp (Director) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,523,398
Expenses
$3,631,052
Net Income
-$107,654
Net Assets
$2,746,498
Notable Sources of Revenue Percent of Total Revenue
Contributions $235,538
6.7%
Program Services $3,129,226
88.8%
Investment Income $54,514
1.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $88,476
2.5%
Net Inventory Sales $0
Other Revenue $15,644
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $229,562
6.3%
Professional Fundraising Fees $0
Other Salaries and Wages $574,325
15.8%
Assets/Debt
Total Assets $4,333,641
Total Liabilities $1,587,143
Net Assets $2,746,498
Compensation
Key Employees and Officers Compensation Related Other
Geoffrey Brown (Chief Executive Officer) $202,631 $0 $16,812
Robin Gemeinhardt (Sr. Mgr. Prof Development) $109,201 $0 $20,092
Scott A Beaudin (Chair) $0 $0 $0
Steve Craffen (Secretary) $0 $0 $0
Clarissa Hobson (Director) $0 $0 $0
Jim Cantrell (Director) $0 $0 $0
Dave O'brien (Director) $0 $0 $0
Pam Poldiak (Treasurer) $0 $0 $0
Jennifer Lazarus (Director) $0 $0 $0
Richard Feight (Director) $0 $0 $0
Lydia Sheckels (Assistant Treasurer) $0 $0 $0
Joel Isaacson (Director) $0 $0 $0
Ann Coulson (Director) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,501,692
Expenses
$3,412,766
Net Income
$88,926
Net Assets
$2,777,888
Notable Sources of Revenue Percent of Total Revenue
Contributions $305,310
8.7%
Program Services $3,099,827
88.5%
Investment Income $45,986
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $49,644
1.4%
Net Inventory Sales $0
Other Revenue $925
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $218,462
6.4%
Professional Fundraising Fees $0
Other Salaries and Wages $578,063
16.9%
Assets/Debt
Total Assets $4,244,387
Total Liabilities $1,466,499
Net Assets $2,777,888
Compensation
Key Employees and Officers Compensation Related Other
Geoffrey Brown (Chief Executive Officer) $179,840 $0 $17,766
Robin Gemeinhardt (Sr. Mgr. Prof Development) $107,437 $0 $10,712
Scott A Beaudin (Vice Chair) $0 $0 $0
Steve Craffen (Secretary) $0 $0 $0
Roger Pine (Director) $0 $0 $0
Jim Cantrell (Director) $0 $0 $0
Dave O'brien (Director) $0 $0 $0
Frank Moore (Treasurer) $0 $0 $0
Tim Kober (Chair) $0 $0 $0
Richard Feight (Director) $0 $0 $0
Pam Poldiak (Assistant Treasurer) $0 $0 $0
Joel Isaacson (Director) $0 $0 $0
Ann Coulson (Director) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,223,509
Expenses
$3,224,324
Net Income
-$815
Net Assets
$3,286,764
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,550,484
48.1%
Program Services $1,566,351
48.6%
Investment Income $95,958
3.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $10,716
0.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $182,606
5.7%
Professional Fundraising Fees $0
Other Salaries and Wages $501,482
15.6%
Assets/Debt
Total Assets $3,897,832
Total Liabilities $611,068
Net Assets $3,286,764
Compensation
Key Employees and Officers Compensation Related Other
Geoffrey Brown (Chief Executive Officer) $182,606 $0 $0
Tim P Kober (Chairman) $0 $0 $0
Frank Moore (Treasurer) $0 $0 $0
Scott A Beaudin (Vice Chair/Secretary) $0 $0 $0
Richard Feight (Membership) $0 $0 $0
Roger Pine (Presidents Council) $0 $0 $0
Joel Isaacson (Large Firm Issues) $0 $0 $0
Stephen Craffen (Secretary/Leadership Devel) $0 $0 $0
James Cantrell (Study Groups) $0 $0 $0
L Ann Coulson (Napfa Consumer Education F) $0 $0 $0
David O'brien (Public Policy) $0 $0 $0
Pamela Poldiak (Asst Treasurer Finance) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,582,078
Expenses
$3,505,927
Net Income
$76,151
Net Assets
$3,245,375
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,577,896
44.0%
Program Services $1,824,793
50.9%
Investment Income $93,247
2.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $86,142
2.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $171,000
4.9%
Professional Fundraising Fees $0
Other Salaries and Wages $509,735
14.5%
Assets/Debt
Total Assets $3,788,254
Total Liabilities $542,879
Net Assets $3,245,375
Compensation
Key Employees and Officers Compensation Related Other
Geoffrey Brown (Chief Executive Officer) $171,000 $0 $0
Frank Moore (Chairman) $0 $0 $0
J David Lewis (Treasurer) $0 $0 $0
Tim P Kober (Vice Chair/Secretary) $0 $0 $0
Roger Pine (Membership) $0 $0 $0
Scott A Beaudin (Education) $0 $0 $0
Stephen Craffen (Presidents' Council & Stud) $0 $0 $0
Anne Gibson (Secretary/Leadership Devel) $0 $0 $0
Paula A Hogen (Study Groups) $0 $0 $0
James Cantrell (Napfa Consumer Education F) $0 $0 $0
Ann Coulson (Consumer Representative) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,474,780
Expenses
$3,232,569
Net Income
$242,211
Net Assets
$3,347,738
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,455,624
41.9%
Program Services $1,956,862
56.3%
Investment Income $68,086
2.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$5,792
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $161,000
5.0%
Professional Fundraising Fees $0
Other Salaries and Wages $462,475
14.3%
Assets/Debt
Total Assets $4,085,158
Total Liabilities $737,420
Net Assets $3,347,738
Compensation
Key Employees and Officers Compensation Related Other
Geoffrey Brown (Chief Executive Officer) $161,000 $0 $0
Robert Gerstemeier (Chairman) $0 $0 $0
Frank Moore (Treasurer) $0 $0 $0
Tim P Kober (Vice Chair/Secretary) $0 $0 $0
Dana Pingenot (Membership) $0 $0 $0
Scott A Beaudin (Education) $0 $0 $0
Cheryl Costa (Presidents' Council & Stud) $0 $0 $0
Anne Gibson (Secretary/Leadership Development) $0 $0 $0
Paula A Hogen (Study Groups) $0 $0 $0
J David Lewis (Napfa Consumer Education F) $0 $0 $0
Ann Coulson (Consumer Representative) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,233,968
Expenses
$3,299,756
Net Income
-$65,788
Net Assets
$2,854,478
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,359,881
42.0%
Program Services $1,645,636
50.9%
Investment Income $51,618
1.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $176,833
5.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $870,383
26.4%
Assets/Debt
Total Assets $3,659,661
Total Liabilities $805,183
Net Assets $2,854,478

Document Links

Fiscal Year Ending Aug.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,814,136
Expenses
$3,923,573
Net Income
-$109,437
Net Assets
$2,973,862
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,398,820
36.7%
Program Services $2,303,402
60.4%
Investment Income $75,650
2.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $36,264
1.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $820,219
20.9%
Assets/Debt
Total Assets $3,428,979
Total Liabilities $455,117
Net Assets $2,973,862

Document Links

Fiscal Year Ending Aug.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,688,250
Expenses
$3,562,376
Net Income
$125,874
Net Assets
$3,045,576
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,383,727
37.5%
Program Services $2,241,185
60.8%
Investment Income $59,863
1.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,475
0.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $882,211
24.8%
Assets/Debt
Total Assets $3,724,674
Total Liabilities $679,098
Net Assets $3,045,576

Document Links

Fiscal Year Ending Aug.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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