National Portfolio Day Association

Analysis

National Portfolio Day Association is a registered charity in United States, based in Plymouth, MI. It received its IRS tax-exemption ruling in December 2013, 13 years ago. Its declared purposes cover education, which this site groups under education and training. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending June 2023, National Portfolio Day Association reported income of $134k and spending of $131k, spending 98% of its income. Across the 3 years on record, from June 2021 to June 2023, income fell from $364k to $134k (-63%), an average of -39% a year. The sharpest change came in the year to June 2022, when income dropped by 68%. Over the whole period it spent 79% of the income it received.

Among 66,972 United States charities whose main cause is education and training and that reported income, National Portfolio Day Association sits at the 46th percentile: it is larger than about 46% of them. Against every charity in United States with reported income it ranks in the 44th percentile, and in the 44th percentile within MI. Charities of a similar size with the same main cause include Walnut Grove Elementary School Parent Teacher Organization Inc ($134k), Yale Club of New Haven Incorporated ($134k) and Evans Scholars Foundation ($134k).

At year end it held assets of $338k against liabilities of $768, net assets of $338k.