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Nonprofits›Certified Financial Planner Board Of Standards Inc

Community Improvement & Capacity Building

Certified Financial Planner Board Of Standards Inc

WASHINGTON, DC

Website View as a funder

Total revenue

$8.4M

Total expenses

$9.8M

Net assets

$32.6M

Grants received

$2.7M

27 grants

EIN

742385850

Tax year

2024

Mission

Advance competent and ethical financial planning and expand cfp professional diversity for the benefit of the public.

Programs

1 program

Pro bonocfp board center for financial planning recognizes that pro bono financial planning not only benefits those served but also enhances the profession and helps build the financial planning workforce of the future. Cfp board center for financial planning partners with the foundation for financial planning to help make pro bono opportunities, training and resources available to all cfp professionals.17,916 cfp professionals reported 389,435 hours of pro bono financial planning in 2024 and our goal is to grow the number of cfp professionals providing pro bono service to over 25,000 by the end of 2026.

Expenses: $326K

Financials

FY 2024

Revenue

Contributions & grants$3.7M

Program service revenue$184K

Investment income$2.2M

Other revenue$2.3M

Total revenue$8.4M

Expenses

Grants paid$560K

Salaries & benefits$2.6M

Fundraising$303K

Other expenses$6.6M

Total expenses$9.8M

Total assets$45.9M

Net assets$32.6M

People

26 listed

NameRoleCompensation

KEVIN KELLER

CHIEF EXECUTIVE OFFICER

Board

$1.1M

5 hrs/wk

LEO RYDZEWSKI

GENERAL COUNSEL

Board

$646K

5 hrs/wk

KEVIN YEA

CHIEF FINANCIAL OFFICER

Board

$413K

5 hrs/wk

NANCY SMITH JD

BOARD MEMBER

Board

—

2 hrs/wk

MATT BOERSEN CFP CFA

BOARD CHAIR

Board

—

2 hrs/wk

ELISSE WALTER JD

BOARD MEMBER

Board

—

2 hrs/wk

LOUIS BARAJAS CFP MBA

BOARD MEMBER

Board

—

2 hrs/wk

MARGUERITA CHENG CFP

BOARD MEMBER

Board

—

2 hrs/wk

ANERI JAMBUSARIA CFP MBA

BOARD MEMBER

Board

—

2 hrs/wk

TERRI KALLSEN CFP

BOARD MEMBER

Board

—

2 hrs/wk

MALIK LEE CFP CAP APMA

BOARD MEMBER

Board

—

2 hrs/wk

LINDA LEITZ PHDCFP EA

BOARD MEMBER

Board

—

2 hrs/wk

ELIZABETH K MILLER CFP CFA

BOARD MEMBER

Board

—

2 hrs/wk

PETER ROHR CFP

BOARD MEMBER

Board

—

2 hrs/wk

MARTIN SEAY PH D CFP

BOARD MEMBER

Board

—

2 hrs/wk

RICHARD SHAW CFP MBA

BOARD MEMBER

Board

—

2 hrs/wk

RICK SHERLOCK

BOARD MEMBER

Board

—

2 hrs/wk

DANE SNOWDEN

CHIEF OPERATING OFFICER

Staff

$554K

5 hrs/wk

JOSEPH MAUGERI

MANAGING DIRECTOR THRU 08/24

Staff

$537K

5 hrs/wk

THOMAS SPORKIN

MANAGING DIRECTOR

Staff

$476K

5 hrs/wk

ELIZABETH STEWART

CHIEF OPERATING OFFICER THRU 01/24

Staff

$376K

5 hrs/wk

JAMES KATSAOUNIS

MANAGING DIRECTOR

Staff

$343K

5 hrs/wk

ERIN KOEPPEL

MANAGING DIRECTOR

Staff

$324K

5 hrs/wk

JOHN LOPER

MANAGING DIRECTOR

Staff

$320K

5 hrs/wk

ADAM ZAJAC

MANAGING DIRECTOR

Staff

$294K

5 hrs/wk

LISA DAVIS

MANAGING DIRECTOR

Staff

$232K

40 hrs/wk

Grants received

Showing 27 of 27

FromAmountPurposeYear

CERTIFIED FINANCIAL PLANNER BOARD OF

$564K

TO SUPPORT THE CENTER'S ONGOING EFFORTS TO ADVANCE COMPETENT AND ETHICAL FINANCIAL PLANNING AND EXPAND CFP PROFESSIONAL DIVERSITY FOR THE BENEFIT OF THE PUBLIC.

2024

AMERICAN ONLINE GIVING FOUNDATION INC

$365K

GENERAL SUPPORT

2024

IMPACTASSETSINC

$110K

GENERAL SUPPORT

2024

AMERICAN ONLINE GIVING FOUNDATION INC

$318K

GENERAL SUPPORT

2023

CERTIFIED FINANCIAL PLANNER BOARD OF

$187K

TO SUPPORT THE CENTER'S ONGOING EFFORTS TO ADVANCE COMPETENT AND ETHICAL FINANCIAL PLANNING AND EXPAND CFP PROFESSIONAL DIVERSITY FOR THE BENEFIT OF THE PUBLIC.

2023

IMPACTASSETSINC

$154K

GENERAL SUPPORT

2023

DONOR ADVISED CHARITABLE GIVING INC

$146K

PUBLIC, SOCIETAL BENEFIT

2023

FIDELITY INVESTMENTS CHARITABLE GIFT FUND

$42K

For grant recipient's exempt purposes