Nonprofits›Foundation For Financial Planning Inc

Human Services

Foundation For Financial Planning Inc

WASHINGTON, DC

WebsiteView as a funder

Total revenue

$3.4M

Total expenses

$2.3M

Net assets

$31.5M

Grants received

$1.8M

51 grants

EIN

581446336

Tax year

2024

Mission

See page 2, part iii

Financials

FY 2024

Revenue

Contributions & grants$2.6M
Program service revenue—
Investment income$839K
Other revenue$349
Total revenue$3.4M

Expenses

Grants paid$473K
Salaries & benefits$1.4M
Fundraising$176K
Other expenses$397K
Total expenses$2.3M
Total assets$32.2M
Net assets$31.5M

People

28 listed

NameRoleCompensation

JONATHAN DAUPHINEESQ

CEO

Board

$529K

40 hrs/wk

DR DAVE YESKE DBA CFP

CHAIR

Board

—

2 hrs/wk

BEN HARRISON

IMMEDIATE PA

Board

—

1 hrs/wk

ANTHONY TONY SVACH CIMA

VICE CHAIR

Board

—

1 hrs/wk

SCOTT KAHAN CFP

TRUSTEE

Board

—

0.5 hrs/wk

JOE CHORNYAK

TRUSTEE

Board

—

0.5 hrs/wk

YONHEE GORDON

TRUSTEE

Board

—

0.5 hrs/wk

ERIC GREY

TRUSTEE

Board

—

0.5 hrs/wk

ALEXANDRA ARMSTRONG CFP

TRUSTEE

Board

—

0.5 hrs/wk

KALITA BLESSING

TRUSTEE

Board

—

0.5 hrs/wk

BERNIE CLARK

TRUSTEE

Board

—

0.5 hrs/wk

TERRI FIEDLER

TRUSTEE

Board

—

0.5 hrs/wk

STEVE LARSON

TRUSTEE

Board

—

0.5 hrs/wk

JEFFREY JEFF CONCEPCION

TRUSTEE

Board

—

0.5 hrs/wk

PAUL DRAKELEY

TRUSTEE

Board

—

0.5 hrs/wk

MARTY KURTZ CFP

TRUSTEE

Board

—

0.5 hrs/wk

ED WALTERS

TRUSTEE

Board

—

0.5 hrs/wk

JOCELYN WRIGHT

TRUSTEE

Board

—

0.5 hrs/wk

GABRIAL GARCIA

TRUSTEE

Board

—

0.5 hrs/wk

ERICA JAMES

TRUSTEE

Board

—

0.5 hrs/wk

ROHIT MAHNA

TRUSTEE

Board

—

0.5 hrs/wk

KRISTIN PUGH

TRUSTEE

Board

—

0.5 hrs/wk

HUSSAIN ZAIDI

TRUSTEE

Board

—

0.5 hrs/wk

MEGAN CARPENTER

TRUSTEE

Board

—

0.5 hrs/wk

NATALIE WOLFSEN

TRUSTEE

Board

—

0.5 hrs/wk

KATHERINE EGAN

VP OF DEV. &

Staff

$203K

40 hrs/wk

RACHEL ROTH

SENIOR DIREC

Staff

$162K

40 hrs/wk

JAMIE GRANTHAM

OPERATIONS D

Staff

$116K

40 hrs/wk

Grants received

Showing 51 of 51

FromAmountPurposeYear
AMERICAN ONLINE GIVING FOUNDATION INC
$245K
GENERAL SUPPORT
2024
COMMONWEALTH CARES FUND INC
$100K
UNRESTRICTED
2024
CERTIFIED FINANCIAL PLANNER BOARD OF
$50K
TO SUPPORT THE FOUNDATION'S MISSION TO HELP VULNERABLE FAMILIES AND INDIVIDUALS TAKE CONTROL OF THEIR
2024
IMPACTASSETSINC
$33K
GENERAL SUPPORT
2024
COLUMBUS FOUNDATION
$13K
ADVANCING PHILANTHROPY
2024
IMPACTASSETSINC
$13K
GENERAL SUPPORT
2024
THE MINNEAPOLIS FOUNDATION
$10K
DONOR ADVISED, PUBLIC AFFAIRS/SOCIETY BENEFIT
2024
DONOR ADVISED CHARITABLE GIVING INC
$229K
HUMAN SERVICES
2023
IMPACTASSETSINC
$34K
GENERAL SUPPORT
2023
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$26K
For grant recipient's exempt purposes
2023
RAYMOND JAMES CHARITABLE ENDOWMENT FUND
$15K
GENERAL SUPPORT
2023
AMERICAN ONLINE GIVING FOUNDATION INC
$14K
GENERAL SUPPORT
2023
COLUMBUS FOUNDATION
$13K
ADVANCING PHILANTHROPY
2023
VANGUARD CHARITABLE ENDOWMENT PROGRAM
$10K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
PAZERA FAMILY FOUNDATION
$1K
GENERAL SUPPORT
2023
LAND O'LAKES FOUNDATION
$50
DOLLARS FOR DOERS
2023
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$57K
For grant recipient's exempt purposes
2022
DONOR ADVISED CHARITABLE GIVING INC
$53K
HUMAN SERVICES
2022
COMMONWEALTH CARES FUND INC
$25K
UNRESTRICTED
2022
AMERICAN ONLINE GIVING FOUNDATION INC
$14K
GENERAL SUPPORT
2022
COLUMBUS FOUNDATION
$13K
ADVANCING PHILANTHROPY
2022
THE BLACKBAUD GIVING FUND
$8K
GENERAL SUPPORT
2022
THE DEENA JO HEIDE-DIESSLIN FOUNDATION
$1K
General Support
2022
Lincoln Financial Foundation Inc
$500
Matching Gift
2022
LAND O'LAKES FOUNDATION
$50
DOLLARS FOR DOERS
2022
DONOR ADVISED CHARITABLE GIVING INC
$127K
HUMAN SERVICES
2021
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$80K
For grant recipient's exempt purposes
2021
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$80K
For grant recipient's exempt purposes
2021
T ROWE PRICE PROGRAM FOR CHARITABLE
$10K
GENERAL OPERATING
2021
LAND O'LAKES FOUNDATION
$250
DOLLARS FOR DOERS
2021
DONOR ADVISED CHARITABLE GIVING INC
$62K
HUMAN SERVICES
2020
COMMONWEALTH CARES FUND INC
$50K
UNRESTRICTED
2020
CERTIFIED FINANCIAL PLANNER BOARD OF
$30K
COVID-19 RESILIANCE FUND
2020
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$14K
For grant recipient's exempt purposes
2020
AMERICAN ENDOWMENT FOUNDATION
$10K
PROGRAMS
2020
RAYMOND JAMES CHARITABLE ENDOWMENT FUND
$8K
GENERAL USE AND/OR SPECIAL FUND/PROJECT
2020
THE DEENA JO HEIDE-DIESSLIN FOUNDATION
$5K
General Support
2020
DONOR ADVISED CHARITABLE GIVING INC
$65K
HUMAN SERVICES
2019
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$32K
For grant recipient's exempt purposes
2019
Servant Foundation
$10K
COMMUNITY DEVELOPMENT
2019
RAYMOND JAMES CHARITABLE ENDOWMENT FUND
$7K
GENERAL USE AND/OR SPECIAL FUND/PROJECT
2019
DONOR ADVISED CHARITABLE GIVING INC
$48K
HUMAN SERVICES
2018
COMMONWEALTH CARES FUND INC
$25K
POWERING PRO BONO FINANCIAL PLANNING
2018
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$20K
For grant recipient's exempt purposes
2018
RAYMOND JAMES CHARITABLE ENDOWMENT FUND
$13K
GENERAL USE
2018
THE CAMBRIDGE FOUNDATION INC
$10K
GENERAL OPERATING FUND
2018
THE BLACKBAUD GIVING FUND
$8K
CHARITABLE
2018
THE COMMUNITY FOUNDATION OF GREATER
$5K
GENERAL SUPPORT
2018
DONOR ADVISED CHARITABLE GIVING INC
$81K
HEALTH & HUMAN SERVICES
2017
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$53K
FOR GRANT RECIPIENT'S EXEMPT PURPOSES
2017
THE DEENA JO HEIDE-DIESSLIN FOUNDATION
$5K
General Fund
2017

Funded by

$1.8M from 20 funders · 51 grants · 2017–2024

Donor Advised Charitable Giving Inc

$666K · 7 grants · 2017–2023

Fidelity Investments Charitable Gift Fund

$361K · 8 grants · 2017–2023

American Online Giving Foundation Inc

$272K · 3 grants · 2022–2024

Commonwealth Cares Fund Inc

$200K · 4 grants · 2018–2024

Certified Financial Planner Board Of

$80K · 2 grants · 2020–2024

Impactassetsinc

$80K · 3 grants · 2023–2024

Raymond James Charitable Endowment Fund

$43K · 4 grants · 2018–2023

Columbus Foundation

$38K · 3 grants · 2022–2024

Details

EIN581446336
NTEE codeP125
Subsection03
Ruling date1983-08
Formed1981
Employees7
Volunteers1680
FOUNDATION FOR FINANCIAL PLANNING INC — Mission, Financials & Grants Received | Grantivo