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Employer Identification Number 91-2020239

NATIONAL ASSOCIATION OF PERSONAL is a USA domiciled entity or foreign entity operating in the USA. The EIN ihas been issued by the IRS

Company Name:NATIONAL ASSOCIATION OF PERSONAL
Employer identification number (EIN):91-2020239
EIN Issuing AuthorityPhiladelphia, PA
Federal tax statusExempt from federal income tax. Registered as a non-profit under 501(c)(3) Title 26 of the United States Code

Organization Overview

Mission StatementTO PROVIDE NETWORKING OPPORTUNITIES, EDUCATION, BUSINESS DEVELOPMENT, AND ADVOCACY TO PROMOTE THE PROFESSIONAL SUCCESS OF FEE-ONLY, COMPREHENSIVE FINANCIAL ADVISORS.
Number of Employees0
Number of Volunteers0
Year Formed1983

Organization Governance

Legal DomicileIN
Voting Members - Governing Body32
Voting Members - Independent32

Organization Financials

2023-08-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 154,387
Program Service Revenue from current yearUSD $ 201,722
Investment Income from prior yearUSD $ 0
Investment Income from current yearUSD $ 0
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 222,797
Net assets / fund balances at end of fiscal yearUSD $ 0
Net assets / fund balances at beginning of fiscal yearUSD $ 0
Total liabilities at end of fiscal yearUSD $ 0
Total liabilities at beginning of fiscal yearUSD $ 0
Total assets at end of fiscal yearUSD $ 0
Total assets at beginning of fiscal yearUSD $ 0
Revenues less expenses for current yearUSD $ 0
Revenues less expenses for previous yearUSD $ 0
Total expenses for current yearUSD $ 222,797
Total expenses for previous yearUSD $ 167,687
Other expenses in current yearUSD $ 222,797
Other expenses in previous yearUSD $ 167,687
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 222,797
Total revenue in previous fiscal yearUSD $ 167,687
Contributions and grants from current yearUSD $ 21,075
Contributions and grants from previous yearUSD $ 13,300
2022-08-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 111,106
Program Service Revenue from current yearUSD $ 154,387
Investment Income from prior yearUSD $ 0
Investment Income from current yearUSD $ 0
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 167,687
Net assets / fund balances at end of fiscal yearUSD $ 0
Net assets / fund balances at beginning of fiscal yearUSD $ 0
Total liabilities at end of fiscal yearUSD $ 0
Total liabilities at beginning of fiscal yearUSD $ 0
Total assets at end of fiscal yearUSD $ 0
Total assets at beginning of fiscal yearUSD $ 0
Revenues less expenses for current yearUSD $ 0
Revenues less expenses for previous yearUSD $ 4,878
Total expenses for current yearUSD $ 167,687
Total expenses for previous yearUSD $ 114,728
Other expenses in current yearUSD $ 167,687
Other expenses in previous yearUSD $ 114,728
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 167,687
Total revenue in previous fiscal yearUSD $ 119,606
Contributions and grants from current yearUSD $ 13,300
Contributions and grants from previous yearUSD $ 8,500
2021-08-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 130,324
Program Service Revenue from current yearUSD $ 111,106
Investment Income from prior yearUSD $ 0
Investment Income from current yearUSD $ 0
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 119,606
Net assets / fund balances at end of fiscal yearUSD $ 0
Net assets / fund balances at beginning of fiscal yearUSD $ -4,878
Total liabilities at end of fiscal yearUSD $ 0
Total liabilities at beginning of fiscal yearUSD $ 40,709
Total assets at end of fiscal yearUSD $ 0
Total assets at beginning of fiscal yearUSD $ 35,831
Revenues less expenses for current yearUSD $ 4,878
Revenues less expenses for previous yearUSD $ -709
Total expenses for current yearUSD $ 114,728
Total expenses for previous yearUSD $ 141,933
Other expenses in current yearUSD $ 114,728
Other expenses in previous yearUSD $ 141,933
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 119,606
Total revenue in previous fiscal yearUSD $ 141,224
Contributions and grants from current yearUSD $ 8,500
Contributions and grants from previous yearUSD $ 10,900
2020-08-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 194,379
Program Service Revenue from current yearUSD $ 130,324
Investment Income from prior yearUSD $ 0
Investment Income from current yearUSD $ 0
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 141,224
Net assets / fund balances at end of fiscal yearUSD $ -4,878
Net assets / fund balances at beginning of fiscal yearUSD $ -4,169
Total liabilities at end of fiscal yearUSD $ 40,709
Total liabilities at beginning of fiscal yearUSD $ 40,000
Total assets at end of fiscal yearUSD $ 35,831
Total assets at beginning of fiscal yearUSD $ 35,831
Revenues less expenses for current yearUSD $ -709
Revenues less expenses for previous yearUSD $ -1,852
Total expenses for current yearUSD $ 141,933
Total expenses for previous yearUSD $ 224,456
Other expenses in current yearUSD $ 141,933
Other expenses in previous yearUSD $ 224,456
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 141,224
Total revenue in previous fiscal yearUSD $ 222,604
Contributions and grants from current yearUSD $ 10,900
Contributions and grants from previous yearUSD $ 28,225
2019-08-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 159,207
Program Service Revenue from current yearUSD $ 194,379
Investment Income from prior yearUSD $ 0
Investment Income from current yearUSD $ 0
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 222,604
Net assets / fund balances at end of fiscal yearUSD $ -4,169
Net assets / fund balances at beginning of fiscal yearUSD $ -2,317
Total liabilities at end of fiscal yearUSD $ 40,000
Total liabilities at beginning of fiscal yearUSD $ 42,883
Total assets at end of fiscal yearUSD $ 35,831
Total assets at beginning of fiscal yearUSD $ 40,566
Revenues less expenses for current yearUSD $ -1,852
Revenues less expenses for previous yearUSD $ 0
Total expenses for current yearUSD $ 224,456
Total expenses for previous yearUSD $ 194,932
Other expenses in current yearUSD $ 224,456
Other expenses in previous yearUSD $ 194,932
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 222,604
Total revenue in previous fiscal yearUSD $ 194,932
Contributions and grants from current yearUSD $ 28,225
Contributions and grants from previous yearUSD $ 35,725
2018-08-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 193,762
Program Service Revenue from current yearUSD $ 159,207
Investment Income from prior yearUSD $ 0
Investment Income from current yearUSD $ 0
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 194,932
Net assets / fund balances at end of fiscal yearUSD $ -2,317
Net assets / fund balances at beginning of fiscal yearUSD $ -2,317
Total liabilities at end of fiscal yearUSD $ 42,883
Total liabilities at beginning of fiscal yearUSD $ 38,188
Total assets at end of fiscal yearUSD $ 40,566
Total assets at beginning of fiscal yearUSD $ 35,871
Revenues less expenses for current yearUSD $ 0
Revenues less expenses for previous yearUSD $ -2,317
Total expenses for current yearUSD $ 194,932
Total expenses for previous yearUSD $ 218,829
Other expenses in current yearUSD $ 194,932
Other expenses in previous yearUSD $ 218,829
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 194,932
Total revenue in previous fiscal yearUSD $ 216,512
Contributions and grants from current yearUSD $ 35,725
Contributions and grants from previous yearUSD $ 22,750
2017-08-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 184,041
Program Service Revenue from current yearUSD $ 193,762
Investment Income from prior yearUSD $ 0
Investment Income from current yearUSD $ 0
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 216,512
Net assets / fund balances at end of fiscal yearUSD $ -2,317
Net assets / fund balances at beginning of fiscal yearUSD $ 0
Total liabilities at end of fiscal yearUSD $ 38,188
Total liabilities at beginning of fiscal yearUSD $ 4,553
Total assets at end of fiscal yearUSD $ 35,871
Total assets at beginning of fiscal yearUSD $ 4,553
Revenues less expenses for current yearUSD $ -2,317
Revenues less expenses for previous yearUSD $ 0
Total expenses for current yearUSD $ 218,829
Total expenses for previous yearUSD $ 217,390
Other expenses in current yearUSD $ 218,829
Other expenses in previous yearUSD $ 217,390
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 216,512
Total revenue in previous fiscal yearUSD $ 217,390
Contributions and grants from current yearUSD $ 22,750
Contributions and grants from previous yearUSD $ 33,349
2016-08-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 212,278
Program Service Revenue from current yearUSD $ 184,041
Investment Income from prior yearUSD $ 0
Investment Income from current yearUSD $ 0
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 217,390
Net assets / fund balances at end of fiscal yearUSD $ 0
Net assets / fund balances at beginning of fiscal yearUSD $ 0
Total liabilities at end of fiscal yearUSD $ 4,553
Total liabilities at beginning of fiscal yearUSD $ 1,913
Total assets at end of fiscal yearUSD $ 4,553
Total assets at beginning of fiscal yearUSD $ 1,913
Revenues less expenses for current yearUSD $ 0
Revenues less expenses for previous yearUSD $ 0
Total expenses for current yearUSD $ 217,390
Total expenses for previous yearUSD $ 248,275
Other expenses in current yearUSD $ 217,390
Other expenses in previous yearUSD $ 248,275
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 217,390
Total revenue in previous fiscal yearUSD $ 248,275
Contributions and grants from current yearUSD $ 33,349
Contributions and grants from previous yearUSD $ 35,997
Revenue from membership duesUSD $ 8,749
2015-08-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 165,976
Program Service Revenue from current yearUSD $ 212,278
Investment Income from prior yearUSD $ 0
Investment Income from current yearUSD $ 0
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 248,275
Net assets / fund balances at end of fiscal yearUSD $ 0
Net assets / fund balances at beginning of fiscal yearUSD $ 0
Total liabilities at end of fiscal yearUSD $ 1,913
Total liabilities at beginning of fiscal yearUSD $ 144
Total assets at end of fiscal yearUSD $ 1,913
Total assets at beginning of fiscal yearUSD $ 144
Revenues less expenses for current yearUSD $ 0
Revenues less expenses for previous yearUSD $ 0
Total expenses for current yearUSD $ 248,275
Total expenses for previous yearUSD $ 187,283
Other expenses in current yearUSD $ 248,275
Other expenses in previous yearUSD $ 187,283
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 248,275
Total revenue in previous fiscal yearUSD $ 187,283
Contributions and grants from current yearUSD $ 35,997
Contributions and grants from previous yearUSD $ 21,307
Revenue from membership duesUSD $ 3,297

Organization Addresses

The following addresses have been detected as associated with Tax Indentification Number 912020239

USA Mailing Address
3250 N ARLINGTON HEIGHTS ROAD NO
ARLINGTON HEIGHTS
IL
60004
Date first seen: 2007-01-01
Date last seen: 2024-06-30
USA Mailing Address
8700 WEST BRYN MAWR AVENUE NO 700N
CHICAGO
IL
60631
Date first seen: 2007-01-01
Date last seen: 2024-07-15

Nearby companies/organizations

The following companies are located in the same ZIP code areas:

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