NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS - GROUP RETURN
EIN 91-2020239
What they do
to PROVIDE NETWORKING OPPORTUNITIES, EDUCATION, BUSINESS DEVELOPMENT, and ADVOCACY to PROMOTE THE PROFESSIONAL SUCCESS of FEE-ONLY, COMPREHENSIVE FINANCIAL ADVISORS.
Should I give to this charity?
Basic public information is available, but it is not enough to judge how well donations are used. Ask the charity for a current spending breakdown and results.
Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.
Basic facts we verified
IRS warning checkNo IRS revocation warning appears in this data.
Money report from 2024The charity has a recent tax report to read.
They explain their jobThe charity tells us what it is trying to do.
They name their leaders28 people are listed in the latest report.
You can reach themThey list contact information, so you can ask questions.
Money made simple
Ask these three easy questions
- Who did you help? Ask for a recent story or report that shows real results.
- What will my money do? Ask exactly what your gift will pay for.
- Is this really the charity? Give only through its official website or confirmed phone number.
Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.
Financial picture
A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.
Money in and money out
See all reported dollar amounts
Leadership and board
Names, titles, time, and compensation below are reported by the organization on its Form 990.
No compensation was reported for these leaders. The complete board and leadership roster is shown below.
Board and leadership roster (28)
IAN POSTDIRECTOR, NORTHEAST/MA REG
ZACH HUBBARDDIRECTOR, NORTHEAST/MA REG
TRENT ARNONEDIRECTOR, SOUTH REGION
STEPHEN MAGGARDDIRECTOR, SOUTH REGION
MARK EVERSDIRECTOR, SOUTH REGION
MARK BOVADIRECTOR, MIDWEST
KODY BROWNDIRECTOR, WEST REGION
KELSEY BRENNANDIRECTOR, NORTHEAST/MA REG
JUAN AGUILARDIRECTOR, WEST REGION
JEFF DANIHERDIRECTOR, MIDWEST
JANELLE WOODSDIRECTOR, MIDWEST
JAMIE RIZERDIRECTOR, MIDWEST
JACOB BURLESONDIRECTOR, SOUTH REGION
IRINA GABIDULLINADIRECTOR, NORTHEAST/MA REG
AT KOHOUTDIRECTOR, MIDWEST
HANNAH FITZPATRICKCHAIR, MIDWEST
GARRETT CHMIOLADIRECTOR, MIDWEST
FRANK GAYCHAIR, SOUTH REGION
EVAN LOOMISCHAIR, WEST REGION
EMILY JAFFECHAIR, NORTHEAST/MA REG
ELIJAH ESSADIRECTOR, SOUTH REGION
EILEEN STEVENSDIRECTOR, NORTHEAST/MA REG
EDEN BOWENDIRECTOR, SOUTH REGION
DANIELLE MIURADIRECTOR, WEST REGION
DANIEL YERGERDIRECTOR, WEST REGION
CHRIS ALMANDIRECTOR, SOUTH REGION
BRYAN WISDADIRECTOR, WEST REGION
BRENNA JENSEN-BAUCUMDIRECTOR, WEST REGION
About this charity
- Recognized since
- January 1989
- Location
- 8700 W BRYN MAWR AVE STE 700N, CHICAGO, IL 60631-3503
- County
- Cook
- In care of
- KATHRYN DATTOMO
- Primary officer
- KATHRYN DATTOMO, CHIEF EXECUTIVE OFFICER
How to reach them
Filing and classification
- Latest tax year
- 2024
- Tax period began
- September 1, 2024
- Return type
- 990
- Tax preparer
- CALIBRE CPA GROUP PLLC