National Association Of Personal Financial Advisors Inc

Group Return

Chicago, IL
Tax-exempt since June 1989
EIN: 91-2020239

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(6) Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Revenue

$165k (2024)

Expenses

$165k (2024)

Total Assets

$0 (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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.
2024

Revenue

$165,189

Expenses

$165,189

Net Income

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$25,909	15.7%
Program Services	$139,280	84.3%
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$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	$0

Assets/Debt
Total Assets	$0
Total Liabilities	$0
Net Assets	$0

Compensation

Key Employees and Officers	Compensation	Related	Other
Kaydee Cole (Director, West Region)	$0	$0	$0
Brenna Baucum (Director, West Region)	$0	$0	$0
Shalmali Kulkami (Director, West Region)	$0	$0	$0
Evan Loomis (President, Midwest)	$0	$0	$0
Andy Mardock (Chair, Midwest)	$0	$0	$0
Danielle Miura (Director, West Region)	$0	$0	$0
Courtney Ranstrom (Director, West Region)	$0	$0	$0
Daniel Yerger (Director, West Region)	$0	$0	$0
Trent Arnone (Director, South Region)	$0	$0	$0
Chris Alman (Director, South Region)	$0	$0	$0
Anne Marie E Ashworth (Chair, South Region)	$0	$0	$0
Eden Bowen (Director, South Region)	$0	$0	$0
Brett Coffman (Director, South Region)	$0	$0	$0
Mark Evers (Director, South Region)	$0	$0	$0
Frank Gay (President, South Region)	$0	$0	$0
Grant Maddox (Director, South Region)	$0	$0	$0
Erica Bouchard (Director, Midwest)	$0	$0	$0
Jason Bernal (Director, Midwest)	$0	$0	$0
Jeff Daniher (Director, Midwest)	$0	$0	$0
Hannah Fitzpatrick (President, Midwest)	$0	$0	$0
At Kohout (Director, Midwest)	$0	$0	$0
Cheryl Krueger (Director, Midwest)	$0	$0	$0
Justin W Nichols (Chair, Midwest)	$0	$0	$0
Jamie Rizer (Director, Midwest)	$0	$0	$0
Katie Burke (Chair, Northeast/Ma Reg)	$0	$0	$0
See filing for compensation of 16 other people →

+ View more people

990

Filed on July 15, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2023

Revenue

$222,797

Expenses

$222,797

Net Income

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$21,075	9.5%
Program Services	$201,722	90.5%
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$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	$0

Assets/Debt
Total Assets	$0
Total Liabilities	$0
Net Assets	$0

Compensation

Key Employees and Officers	Compensation	Related	Other
Kaydee Cole (Director, West Region)	$0	$0	$0
Brenna Baucum (Director, West Region)	$0	$0	$0
Shalmali Kulkami (Director, West Region)	$0	$0	$0
Evan Loomis (President, Midwest)	$0	$0	$0
Andy Mardock (Chair, Midwest)	$0	$0	$0
Danielle Miura (Director, West Region)	$0	$0	$0
Courtney Ranstrom (Director, West Region)	$0	$0	$0
Daniel Yerger (Director, West Region)	$0	$0	$0
Trent Arnone (Director, South Region)	$0	$0	$0
Chris Alman (Director, South Region)	$0	$0	$0
Anne Marie E Ashworth (Chair, South Region)	$0	$0	$0
Eden Bowen (Director, South Region)	$0	$0	$0
Brett Coffman (Director, South Region)	$0	$0	$0
Mark Evers (Director, South Region)	$0	$0	$0
Frank Gay (President, South Region)	$0	$0	$0
Grant Maddox (Director, South Region)	$0	$0	$0
Erica Bouchard (Director, Midwest)	$0	$0	$0
Jason Bernal (Director, Midwest)	$0	$0	$0
Jeff Daniher (Director, Midwest)	$0	$0	$0
Hannah Fitzpatrick (President, Midwest)	$0	$0	$0
At Kohout (Director, Midwest)	$0	$0	$0
Cheryl Krueger (Director, Midwest)	$0	$0	$0
Justin W Nichols (Chair, Midwest)	$0	$0	$0
Jamie Rizer (Director, Midwest)	$0	$0	$0
Katie Burke (Chair, Northeast/Ma Reg)	$0	$0	$0
See filing for compensation of 16 other people →

+ View more people

990

Filed on July 16, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2022

Revenue

$167,687

Expenses

$167,687

Net Income

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$13,300	7.9%
Program Services	$154,387	92.1%
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$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	$0

Assets/Debt
Total Assets	$0
Total Liabilities	$0
Net Assets	$0

Compensation

Key Employees and Officers	Compensation	Related	Other
Alan R Goodstein (Director, West Region)	$0	$0	$0
Andy Mardock (President, West Region)	$0	$0	$0
Kaydee Cole (Director, West Region)	$0	$0	$0
Shalmali Kulkami (Director, West Region)	$0	$0	$0
Danika Waddell (Director, West Region)	$0	$0	$0
Evan Loomis (Director, West Region)	$0	$0	$0
Courtney Ranstrom (Director, West Region)	$0	$0	$0
Daniel Yerger (Director, West Region)	$0	$0	$0
Steve Doster (Chair, West Region)	$0	$0	$0
Trent Amone (Director, South Region)	$0	$0	$0
Eden Bowen (Director, South Region)	$0	$0	$0
Anne Marie E Ashworth (President, South Region)	$0	$0	$0
Brett Coffman (Director, South Region)	$0	$0	$0
Frank Gay (Director, South Region)	$0	$0	$0
Grant Maddox (Director, South Region)	$0	$0	$0
Matt Smith (Director, South Region)	$0	$0	$0
Jaime Ruff (Chair, South Region)	$0	$0	$0
Erica Bouchard (Director, Midwest)	$0	$0	$0
Jeffrey Drayton (Director, Midwest)	$0	$0	$0
Jason Schmitt (Chair, Midwest)	$0	$0	$0
Cheryl Krueger (Director, Midwest)	$0	$0	$0
At Kohout (Director, Midwest)	$0	$0	$0
Hannah Fitzpatrick (Director, Midwest)	$0	$0	$0
Justin W Nichols (President, Midwest)	$0	$0	$0
Chelsea Rude (Director, Midwest)	$0	$0	$0
See filing for compensation of 8 other people →

+ View more people

990

Filed on Feb. 27, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2021

Revenue

$119,606

Expenses

$114,728

Net Income

$4,878

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$8,500	7.1%
Program Services	$111,106	92.9%
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$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	$0

Assets/Debt
Total Assets	$0
Total Liabilities	$0
Net Assets	$0

Compensation

Key Employees and Officers	Compensation	Related	Other
Alan R Goodstein (Director, West Region)	$0	$0	$0
Andy Mardock (Director, West Region)	$0	$0	$0
Ann Garcia (Director, West Region)	$0	$0	$0
Katie Horton (President, West Region)	$0	$0	$0
Danika Waddell (Director, West Region)	$0	$0	$0
Connie A Brezik (Chair, West Region)	$0	$0	$0
Kaleb Paddock (Director, West Region)	$0	$0	$0
Katie Horton (Director, West Region)	$0	$0	$0
Steve Doster (Director, West Region)	$0	$0	$0
Molly B Stanifer (President, South Region)	$0	$0	$0
Allison M Berger (Director, South Region)	$0	$0	$0
Anne Marie E Ashworth (Director, South Region)	$0	$0	$0
David E Hultstrom (Director, South Region)	$0	$0	$0
Feraud D Calixte (Director, South Region)	$0	$0	$0
Lauren Zangardi Haynes (Chair, South Region)	$0	$0	$0
Jaime Ruff (Director, South Region)	$0	$0	$0
Tyler V Cook (President, Midwest)	$0	$0	$0
Eric Ross (Director, Midwest)	$0	$0	$0
Jason Schmitt (Director, Midwest)	$0	$0	$0
Jeffrey A Drayton (Director, Midwest)	$0	$0	$0
Justin W Nichols (Director, Midwest)	$0	$0	$0
Patrick Daniels (Chair, Midwest)	$0	$0	$0
Andi Kelly (Director, Northeast/Ma Reg)	$0	$0	$0
Susan M Green (President, Northeast/Ma Re)	$0	$0	$0
Deva Panambur (Director, Northeast/Ma Reg)	$0	$0	$0
See filing for compensation of 5 other people →

+ View more people

990

Filed on March 24, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2020

Revenue

$141,224

Expenses

$141,933

Net Income

-$709

Net Assets

-$4,878

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$10,900	7.7%
Program Services	$130,324	92.3%
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$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	$0

Assets/Debt
Total Assets	$35,831
Total Liabilities	$40,709
Net Assets	-$4,878

Compensation

Key Employees and Officers	Compensation	Related	Other
Waller Justin C (Director, West Region)	$0	$0	$0
Lunsford Shannon (Treasurer, West Region)	$0	$0	$0
Paddock Kaleb (Director, West Region)	$0	$0	$0
Brezik Connie (President, West Region)	$0	$0	$0
Mardock Andy (Director, West Region)	$0	$0	$0
Morrison Bob (Chair, West Region)	$0	$0	$0
Doster Steve (Director, West Region)	$0	$0	$0
Garcia Ann (Director, West Region)	$0	$0	$0
Haynes Lauren (President, South Region)	$0	$0	$0
Bohnsack John (Director, South Region)	$0	$0	$0
Horton Katie (Director, South Region)	$0	$0	$0
Barringer Nick (Director, South Region)	$0	$0	$0
Stanifer Molly (Treasurer, South Region)	$0	$0	$0
Beach Missie (Chair, South Region)	$0	$0	$0
Berger Allison M (Director, South Region)	$0	$0	$0
Hultsrom David E (Director, South Region)	$0	$0	$0
Ruff Jaime (Director, South Region)	$0	$0	$0
Danford Dan (Director, Midwest)	$0	$0	$0
Daniels Patrick (President, Midwest)	$0	$0	$0
Hartman Wendy (Director, Midwest)	$0	$0	$0
Ross Eric (Treasurer, Midwest)	$0	$0	$0
Schmitt Jason (Director, Midwest)	$0	$0	$0
Cook Tyler (Director, Midwest)	$0	$0	$0
Nikulski Brian (Director, Midwest)	$0	$0	$0
Johnson Jeff (Chair, Midwest)	$0	$0	$0
See filing for compensation of 8 other people →

+ View more people

990

Filed on March 16, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2019

Revenue

$222,604

Expenses

$224,456

Net Income

-$1,852

Net Assets

-$4,169

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$28,225	12.7%
Program Services	$194,379	87.3%
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$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	$0

Assets/Debt
Total Assets	$35,831
Total Liabilities	$40,000
Net Assets	-$4,169

Compensation

Key Employees and Officers	Compensation	Related	Other
Therese Govern (Director, West Region)	$0	$0	$0
Katie Horton (Director, West Region)	$0	$0	$0
Patricia Jennerjohn (Director, West Region)	$0	$0	$0
Shannon Lunsford (Treasurer, West Region)	$0	$0	$0
Connie Brezik (Director, West Region)	$0	$0	$0
Justin Waller (Director, West Region)	$0	$0	$0
Bob Morrison (President, West Region)	$0	$0	$0
Will Kaplan (Chair, West Region)	$0	$0	$0
John Wenzel (Director, West Region)	$0	$0	$0
Jeff Jones (Chair, South Region)	$0	$0	$0
Lauren Haynes (Director, South Region)	$0	$0	$0
John Bohnsack (Director, South Region)	$0	$0	$0
Molly Stanifer (Treasurer, South Region)	$0	$0	$0
Nick Barringer (Director, South Region)	$0	$0	$0
Missie Beach (President, South Region)	$0	$0	$0
Bethany Griffith (Director, South Region)	$0	$0	$0
Brady Mcardle (Chair, Midwest Region)	$0	$0	$0
Jeff Johnson (President, Midwest Region)	$0	$0	$0
Dan Danford (Director, Midwest Region)	$0	$0	$0
Patrick Daniels (Director, Midwest Region)	$0	$0	$0
Eric Ross (Treasurer, Midwest Region)	$0	$0	$0
Brian Nikulski (Director, Midwest Region)	$0	$0	$0
Tyler Cook (Director, Midwest Region)	$0	$0	$0
Debbie Levenson (Director, Mid Atlantic Reg)	$0	$0	$0
Bill Hufnell (Director, Mid Atlantic Reg)	$0	$0	$0
See filing for compensation of 6 other people →

+ View more people

990

Filed on June 18, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2018

Revenue

$194,932

Expenses

$194,932

Net Income

Net Assets

-$2,317

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$35,725	18.3%
Program Services	$159,207	81.7%
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$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	$0

Assets/Debt
Total Assets	$40,566
Total Liabilities	$42,883
Net Assets	-$2,317

Compensation

Key Employees and Officers	Compensation	Related	Other
Therese Govern (Director, West Region)	$0	$0	$0
Katie Horton (Director, West Region)	$0	$0	$0
Patricia Jennerjohn (Director, West Region)	$0	$0	$0
Shannon Lunsford (Co Treasurer, West Region)	$0	$0	$0
Bob Machado (Treasurer, West Region)	$0	$0	$0
Bob Morrison (Director, West Region)	$0	$0	$0
Will Kaplan (President, West Region)	$0	$0	$0
Arlen Olberding (Chair, West Region)	$0	$0	$0
Megan Rindskopf (Chair, South Region)	$0	$0	$0
Lauren Haynes (Director, South Region)	$0	$0	$0
Christian Mauser (Director, South Region)	$0	$0	$0
Daniel Tobias (Director, South Region)	$0	$0	$0
Chris Hardy (Treasurer, South Region)	$0	$0	$0
Missie Beach (Director, South Region)	$0	$0	$0
Jeff Jones (President, South Region)	$0	$0	$0
Bethany Griffith (Director, South Region)	$0	$0	$0
Stephen Lukan (Chair, Midwest Region)	$0	$0	$0
Brady Mcardle (President, Midwest Region)	$0	$0	$0
Dan Danford (Director, Midwest Region)	$0	$0	$0
Dennis Packard (Director, Midwest Region)	$0	$0	$0
Eric Ross (Treasurer, Midwest Region)	$0	$0	$0
Brian Nikulski (Director, Midwest Region)	$0	$0	$0
Jeff Johnson (Director, Midwest Region)	$0	$0	$0
Joni Alt (Director, Midwest Region)	$0	$0	$0
Bill Hufnell (Director, Mid Atlantic Reg)	$0	$0	$0
See filing for compensation of 7 other people →

+ View more people

990

Filed on Feb. 19, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2017

Revenue

$216,512

Expenses

$218,829

Net Income

-$2,317

Net Assets

-$2,317

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$22,750	10.5%
Program Services	$193,762	89.5%
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$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	$0

Assets/Debt
Total Assets	$35,871
Total Liabilities	$38,188
Net Assets	-$2,317

Compensation

Key Employees and Officers	Compensation	Related	Other
Therese Govern (Director, West Region)	$0	$0	$0
Rob Garner (Chair, West Region)	$0	$0	$0
Patricia Jennerjohn (Director, West Region)	$0	$0	$0
Will Kaplan (Director, West Region)	$0	$0	$0
Bob Machado (Treasurer, West Region)	$0	$0	$0
Bob Morrison (Director, West Region)	$0	$0	$0
Arlen Olberding (President, West Region)	$0	$0	$0
John Wenzel (Director, West Region)	$0	$0	$0
Ben Birken (Chair, South Region)	$0	$0	$0
Christian Mauser (Director, South Region)	$0	$0	$0
Jeff Jones (Director, South Region)	$0	$0	$0
Daniel Tobias (Director, South Region)	$0	$0	$0
Chris Hardy (Treasurer, South Region)	$0	$0	$0
Audrey Jones (Director, South Region)	$0	$0	$0
Ron Rhoades (President, South Region)	$0	$0	$0
Megan Rindskopf (Director, South Region)	$0	$0	$0
Brenda Knox (Chair, Midwest Region)	$0	$0	$0
Stephen Lukan (President, Midwest Region)	$0	$0	$0
Brady Mcardle (Director, Midwest Region)	$0	$0	$0
Grant Moore (Director, Midwest Region)	$0	$0	$0
Walt Mozdzer (Director, Midwest Region)	$0	$0	$0
Dennis Packard (Director, Midwest Region)	$0	$0	$0
William Whitaker (Director, Midwest Region)	$0	$0	$0
Steve Zimmerman (Director, Midwest Region)	$0	$0	$0
Chip Addis (Director, Mid Atlantic Region)	$0	$0	$0
See filing for compensation of 7 other people →

+ View more people

990

Filed on July 2, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2016

Revenue

$217,390

Expenses

$217,390

Net Income

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$33,349	15.3%
Program Services	$184,041	84.7%
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$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	$0

Assets/Debt
Total Assets	$4,553
Total Liabilities	$4,553
Net Assets	$0

Compensation

Key Employees and Officers	Compensation	Related	Other
West Region (Officers)	$0	$0	$0
Rob Garner (Chairman)	$0	$0	$0
Arlen Olberding (President)	$0	$0	$0
Bob Machado (Treasurer)	$0	$0	$0
Bob Morrison (Education)	$0	$0	$0
South Region (Officers)	$0	$0	$0
Ben Birken (Chairman)	$0	$0	$0
Ron Rhoades (President)	$0	$0	$0
Chris Hardy (Treasurer)	$0	$0	$0
Christian Mauser (Membership)	$0	$0	$0
Midwest Region (Officers)	$0	$0	$0
Brenda Knox (Chairman)	$0	$0	$0
Stephen Lukan (President)	$0	$0	$0
Steve Zimmerman (Treasurer)	$0	$0	$0
Brady Mcardle (Membership)	$0	$0	$0
Northeast Region (Officers)	$0	$0	$0
Lydia Sheckels (Chairman)	$0	$0	$0
Anthony Farella (President)	$0	$0	$0
Michael Gibney (Treasurer)	$0	$0	$0
Chip Addis (Secretary/Membership)	$0	$0	$0

+ View more people

990

Filed on Dec. 13, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2015

Revenue

$248,275

Expenses

$248,275

Net Income

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$35,997	14.5%
Program Services	$212,278	85.5%
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$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	$0

Assets/Debt
Total Assets	$1,913
Total Liabilities	$1,913
Net Assets	$0

Compensation

Key Employees and Officers	Compensation	Related	Other
West Region (Officers)	$0	$0	$0
Boonseon Gudmundsen (Chairman)	$0	$0	$0
Rob Garner (President)	$0	$0	$0
Bob Machado (Treasurer)	$0	$0	$0
Bob Morrison (Membership)	$0	$0	$0
South Region (Officers)	$0	$0	$0
Ann Gugle (Chairman)	$0	$0	$0
Ben Birken (President)	$0	$0	$0
Steven Wykoff (Treasurer)	$0	$0	$0
Megan Rindskopf (Membership)	$0	$0	$0
Midwest Region (Officers)	$0	$0	$0
Jeffrey D Dvorak (Chairman)	$0	$0	$0
Brenda Knox (President)	$0	$0	$0
Stephen Lukan (Treasurer)	$0	$0	$0
Richard T Feight (Membership)	$0	$0	$0
Northeast Region (Officers)	$0	$0	$0
Andrew Chan (Chairman)	$0	$0	$0
Lydia Sheckels (President)	$0	$0	$0
Anthony Farella (Treasurer)	$0	$0	$0
Michael Gibney (Secretary/Membership)	$0	$0	$0

+ View more people

990

Filed on Jan. 14, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2014

Revenue

$187,283

Expenses

$187,283

Net Income

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$21,307	11.4%
Program Services	$165,976	88.6%
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$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	$0

Assets/Debt
Total Assets	$144
Total Liabilities	$144
Net Assets	$0

Compensation

Key Employees and Officers	Compensation	Related	Other
West Region (Officers)	$0	$0	$0
Peggy Kessinger (Chairman)	$0	$0	$0
Boonseon Gudmundsen (President)	$0	$0	$0
Rob Garner (Treasurer)	$0	$0	$0
Clarissa Hobson (Membership)	$0	$0	$0
South Region (Officers)	$0	$0	$0
Roger Pine (Chairman)	$0	$0	$0
Ann Gugle (President)	$0	$0	$0
Daniel C Wolthuis (Treasurer)	$0	$0	$0
Ben Birken (Membership)	$0	$0	$0
Midwest Region (Officers)	$0	$0	$0
Jennifer Sanchez (Chairman)	$0	$0	$0
Jeffrey D Dvorak (President)	$0	$0	$0
Jeffrey Kostis (Treasurer)	$0	$0	$0
Richard Feight (Membership)	$0	$0	$0
Northeast Region (Officers)	$0	$0	$0
Philip Lee (Chairman)	$0	$0	$0
Andrew Chan (President)	$0	$0	$0
Lydia Sheckels (Treasurer)	$0	$0	$0
Anthony Farella (Secretary/Membership)	$0	$0	$0

+ View more people

990

Filed on Dec. 22, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2013

Revenue

$176,138

Expenses

$176,138

Net Income

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$8,175	4.6%
Program Services	$167,963	95.4%
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$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	$0

Assets/Debt
Total Assets	$172
Total Liabilities	$172
Net Assets	$0

990

Filed on Jan. 9, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2012

Revenue

$160,967

Expenses

$160,967

Net Income

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,655	1.6%
Program Services	$158,312	98.4%
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$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	$0

Assets/Debt
Total Assets	$2,663
Total Liabilities	$2,663
Net Assets	$0

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2011

Revenue

$130,034

Expenses

$130,034

Net Income

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$7,870	6.1%
Program Services	$122,164	93.9%
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$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	$0

Assets/Debt
Total Assets	$1
Total Liabilities	$0
Net Assets	$1

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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated December 22, 2025

National Association Of Personal Financial Advisors Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $165k (2024)

Expenses $165k (2024)

Total Assets $0 (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Aug. 2024

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Aug. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Aug. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Aug. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Aug. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Aug. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Aug. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Aug. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Aug. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Aug. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Aug. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Aug. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Revenue

$165k (2024)

Expenses

$165k (2024)

Total Assets

$0 (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Aug.
2024

Fiscal Year Ending Aug.
2023

Fiscal Year Ending Aug.
2022

Fiscal Year Ending Aug.
2021

Fiscal Year Ending Aug.
2020

Fiscal Year Ending Aug.
2019

Fiscal Year Ending Aug.
2018

Fiscal Year Ending Aug.
2017

Fiscal Year Ending Aug.
2016

Fiscal Year Ending Aug.
2015

Fiscal Year Ending Aug.
2014

Fiscal Year Ending Aug.
2013

Fiscal Year Ending Aug.
2012

Fiscal Year Ending Aug.
2011

Fiscal Year Ending Aug.
2010

Fiscal Year Ending Aug.
2009

Fiscal Year Ending Aug.
2008

Fiscal Year Ending Aug.
2007

Fiscal Year Ending Aug.
2006

Fiscal Year Ending Aug.
2005