CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC Charity Report

Public IRS 990 nonprofit record

CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC

EIN 35-2787547 · Chambers of Commerce & Business Leagues (S41)

What they do

THE MISSION of CFP BOARD of STANDARDS, INC is to CREDENTIAL COMPETENT and ETHICAL FINANCIAL PLANNERS, UPHOLD CFP CERTIFICATION AS THE RECOGNIZED STANDARD and ADVANCE THE FINANCIAL PLANNING PROFESSION.

Before you give

Should I give to this charity?

Easy charity check

We do not have enough spending detail

Basic public information is available, but it is not enough to judge how well donations are used. Ask the charity for a current spending breakdown and results.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders26 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

$96.63spent for every $100 of revenueRevenue covered expenses this year.

$0.85in assets for every $1 spent this yearSome assets cannot be spent right away.

0.0%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $185,473 for KEVIN KELLER (CHIEF EXECUTIVE OFFICER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

Money in and money out

Revenue$65,247,205

Expenses$63,048,100

Annual surplus $2,199,105 Revenue was higher than expenses for this filing year.

See all reported dollar amounts

Revenue$65,247,205

Expenses$63,048,100

Assets$53,533,548

Income$67,273,153

Contributions$25,000

Grants given$1,464,089

Average grant$366,022

Stocks and bonds$19,923,864

Accounting fees$146,515

Investing fees$23,934

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

KEVIN KELLERCHIEF EXECUTIVE OFFICER · 40 hrs/week $185,473Base · Other $185,473

DANE SNOWDENCHIEF OPERATING OFFICER · 40 hrs/week $156,529Base · Other $156,529

THOMAS SPORKINMANAGING DIRECTOR · 40 hrs/week $145,221Base · Other $145,221

LEO RYDZEWSKIGENERAL COUNSEL · 40 hrs/week $137,118Base · Other $137,118

LISA DAVISMANAGING DIRECTOR · 5 hrs/week $112,515Base · Other $112,515

KEVIN YEACHIEF FINANCIAL OFFICER · 40 hrs/week $107,727Base · Other $107,727

JOSEPH MAUGERIMANAGING DIRECTOR THRU 08/24 · 40 hrs/week $105,097Base · Other $105,097

JOHN LOPERMANAGING DIRECTOR · 40 hrs/week $64,690Base · Other $64,690

JAMES KATSAOUNISMANAGING DIRECTOR · 40 hrs/week $59,269Base · Other $59,269

ERIN KOEPPELMANAGING DIRECTOR · 40 hrs/week $49,555Base · Other $49,555

ELIZABETH STEWARTCHIEF OPERATING OFFICER THRU 01/24 · 40 hrs/week $47,960Base · Other $47,960

ADAM ZAJACMANAGING DIRECTOR · 40 hrs/week $44,932Base · Other $44,932

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (26)

KEVIN KELLERCHIEF EXECUTIVE OFFICER

DANE SNOWDENCHIEF OPERATING OFFICER

THOMAS SPORKINMANAGING DIRECTOR

LEO RYDZEWSKIGENERAL COUNSEL

LISA DAVISMANAGING DIRECTOR

KEVIN YEACHIEF FINANCIAL OFFICER

JOSEPH MAUGERIMANAGING DIRECTOR THRU 08/24

JOHN LOPERMANAGING DIRECTOR

JAMES KATSAOUNISMANAGING DIRECTOR

ERIN KOEPPELMANAGING DIRECTOR

ELIZABETH STEWARTCHIEF OPERATING OFFICER THRU 01/24

ADAM ZAJACMANAGING DIRECTOR

LINDA LEITZ PHDCFP EABOARD MEMBER

RICK SHERLOCKBOARD MEMBER

TERRI KALLSEN CFPBOARD MEMBER

RICHARD SHAW CFP MBABOARD MEMBER

PETER ROHR CFPBOARD MEMBER

NANCY SMITH JDBOARD MEMBER

MATT BOERSEN CFP CFABOARD CHAIR

MARTIN SEAY PH D CFPBOARD MEMBER

MARGUERITA CHENG CFPBOARD MEMBER

MALIK LEE CFP CAP APMABOARD MEMBER

LOUIS BARAJAS CFP MBABOARD MEMBER

ELIZABETH K MILLER CFP CFABOARD MEMBER

ELISSE WALTER JDBOARD MEMBER

ANERI JAMBUSARIA CFP MBABOARD MEMBER

About this charity

Recognized since: January 2024
Location: 1425 K ST NW STE 800, WASHINGTON, DC 20005-3673
County: District of Columbia
In care of: KEVIN YEA CPA
Primary officer: KEVIN YEA CPA, CFP

How to reach them

WebsiteVisit the charity’s website Phone(202) 379-2200

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: CLIFTONLARSONALLEN LLP
NTEE classification: Chambers of Commerce & Business Leagues (S41)
IRS tax category: Chambers of Commerce & Business Leagues
Grant-giving organization: Yes