Totals
- Total revenue
- $53,669
- Total expenses
- $41,133
- Contributions and grants received
- $26,419
- Grants paid
- $40,432
- Program service revenue
- not reported
- Membership dues (line 3)
- not reported
- Investment income (line 4)
- not reported
- Gain or loss on sale of assets (line 5c)
- not reported
- Gaming and fundraising events, net (line 6d)
- $27,250
- Gross profit on inventory sales (line 7c)
- not reported
- Other revenue (line 8)
- not reported
- Total assets, end of year
- $141,532
- Total liabilities, end of year
- not reported
- Net assets or fund balances, end of year
- $141,532
- Program service expenses (Part III)
- $40,432
Program services were 98.3% of total expenses calculated — Part III's total program service expenses over total expenses, both as filed.
Mission and programs · 2025
Primary exempt purpose
THE NEFA FOUNDATION WAS FORMED EXCLUSIVELY FOR THE FOLLOWING CHARITABLE PURPOSES: (I) TO SUPPORT AND ENHANCE EDUCATION, TRAINING, SKILLS DEVELOPMENT IN THE FIELD OF EQUIPMENT FINANCE AND LEASING; (II) TO BRING TOGETHER INDIVIDUALS IN THE EQUIPMENT FINANCE AND LEASING FIELDS TO RAISE FUNDS AND PROVIDE SUPPORT AND ASSISTANCE TO THOSE IN NEED BY MAKING CONTRIBUTIONS TO INDIVIDUALS, CHARITABLE AND OTHER QUALIFIED 501(C) (3) ORGANIZATIONS.
-
THE NEFA FOUNDATION ORGANIZED TWO EVENTS IN 2025, IN CONJUNCTION WITH THE NATIONAL EQUIPMENT FINANCE ASSOCIATION SPRING AND FALL CONFERENCES RESPECTIVELY. THE EVENT HELD IN MARCH 2025 WAS A GLOW GOLF FUNDRAISING EVENT THAT BENEFITED BOTH THE TAM KY PROJECT AND CHRIS WALKER EDUCATION FUND. OVER 28,000 WAS RAISED AT THIS EVENT. THE EVENT HELD IN OCTOBER 2025 SUPPORTED BOTH THE CAN-DO-CANINES AND CHRIS WALKER EDUCATION FUND, WHICH RAISED OVER 37,750. THE CHRIS WALKER EDUCATION FUND ISSUED EDUCATIONAL GRANTS TO 11 INDIVIDUALS AND TWO 501(C)(3) ORGANIZATIONS.
Expenses $40,432 · Grants $40,432
As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part IV
-
Chad SlussCHAD SLUSS
ED/CEO
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 0.5
-
Robert HornbyROBERT HORNBY
PRESIDENT
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 0.5
-
Laura CariniLAURA CARINI
SECRETARY
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 0.5
-
Shawn SmithSHAWN SMITH
TREASURER
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 0.5
Compensation is as filed in Part IV of the Form 990-EZ: compensation, contributions to benefit plans, expense account, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990_ez
- Tax year
- 2025
- Filed
- 4 May 2026
- IRS schema version
- 2025v4.0
- Source object
- 202611619349200316
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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