FOUNDATION FOR FINANCIAL PLANNING INC Charity Report

Public IRS 990 nonprofit record

FOUNDATION FOR FINANCIAL PLANNING INC

EIN 58-1446336 · Human Services (P125)

What they do

OUR MISSION is to HELP PEOPLE IN NEED IMPROVE THEIR FINANCIAL LIVES BY EXPANDING ACCESS to PRO BONO FINANCIAL PLANNING.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $75.80 was reported for mission work. Use the spending picture below and ask what results that work produced.

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 leaders28 people are listed in the latest report.

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

Money made simple

51.01%of revenue went to mission work75.8% of expenses · Program services

5.17%of revenue went to fundraising7.7% of expenses

$67.26spent for every $100 of revenueRevenue covered expenses this year.

11.08%of revenue went to management and office costs16.5% of expenses

$14.11in assets for every $1 spent this yearSome assets cannot be spent right away.

75.3%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 $555,130 for JONATHAN DAUPHINEESQ (CEO). 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.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$3,395,599

Mission workProgram services$1,732,12751.01% of revenue75.8% of expenses

ManagementOffice and general costs$376,14811.08% of revenue16.5% of expenses

FundraisingAsking for donations$175,6395.17% of revenue7.7% of expenses

Revenue left after expensesReported annual surplus$1,111,68532.74% of revenueShown in gray on the chart

Total expenses$2,283,91467.26% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 75.8% mission · 16.5% management · 7.7% fundraisingTotal expenses: 67.26% of revenue

2023Expense mix: 78.6% mission · 13.5% management · 7.9% fundraisingTotal expenses: 82.41% of revenue

2022Expense mix: 73.8% mission · 18.9% management · 7.3% fundraisingTotal expenses: 85.26% of revenue

2021Expense mix: 76.3% mission · 16.2% management · 7.5% fundraisingTotal expenses: 45.04% of revenue

2020Expense mix: 76.0% mission · 16.5% management · 7.5% fundraisingTotal expenses: 137.67% of revenue

2019Expense mix: 77.6% mission · 14.6% management · 7.8% fundraisingTotal expenses: 71.66% of revenue

2018Expense mix: 76.2% mission · 16.5% management · 7.3% fundraisingTotal expenses: 79.93% of revenue

2017Expense mix: 87.9% mission · 4.5% management · 7.6% fundraisingTotal expenses: 84.05% of revenue

Money in and money out

Revenue$3,395,599

Expenses$2,283,914

Annual surplus $1,111,685 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$1,732,127 · 75.8% of expenses

Management and office costs$376,148 · 16.5% of expenses

Fundraising$175,639 · 7.7% of expenses

See all reported dollar amounts

Revenue$3,395,599

Expenses$2,283,914

Assets$32,232,401

Income$3,395,599

Contributions$2,556,191

Mission work (program services)$1,732,127

Fundraising$175,639

Grants given$3,919,899

Average grant$27,605

Management and general$376,148

Stocks and bonds$28,487,158

Investing fees$53,537

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

JONATHAN DAUPHINEESQCEO · 40 hrs/week $555,130Base $529,053 · Other $26,077

KATHERINE EGANVP OF DEV. & · 40 hrs/week $212,417Base $202,574 · Other $9,843

RACHEL ROTHSENIOR DIREC · 40 hrs/week $170,086Base $162,373 · Other $7,713

JAMIE GRANTHAMOPERATIONS D · 40 hrs/week $131,582Base $115,550 · Other $16,032

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 (28)

JONATHAN DAUPHINEESQCEO

KATHERINE EGANVP OF DEV. &

RACHEL ROTHSENIOR DIREC

JAMIE GRANTHAMOPERATIONS D

YONHEE GORDONTRUSTEE

ALEXANDRA ARMSTRONG CFPTRUSTEE

TERRI FIEDLERTRUSTEE

STEVE LARSONTRUSTEE

SCOTT KAHAN CFPTRUSTEE

ROHIT MAHNATRUSTEE

PAUL DRAKELEYTRUSTEE

NATALIE WOLFSENTRUSTEE

MEGAN CARPENTERTRUSTEE

MARTY KURTZ CFPTRUSTEE

KRISTIN PUGHTRUSTEE

KALITA BLESSINGTRUSTEE

JOE CHORNYAKTRUSTEE

JOCELYN WRIGHTTRUSTEE

JEFFREY JEFF CONCEPCIONTRUSTEE

HUSSAIN ZAIDITRUSTEE

GABRIAL GARCIATRUSTEE

ERICA JAMESTRUSTEE

ERIC GREYTRUSTEE

ED WALTERSTRUSTEE

DR DAVE YESKE DBA CFPCHAIR

BERNIE CLARKTRUSTEE

BEN HARRISONIMMEDIATE PA

ANTHONY TONY SVACH CIMAVICE CHAIR

About this charity

Recognized since: January 1983
Location: 1425 K STREET NW STE 602, WASHINGTON, DC 200054909
County: District of Columbia
In care of: JONATHAN DAUPHINEESQ
Primary officer: JONATHAN DAUPHINEESQ, CEO

How to reach them

WebsiteVisit the charity’s website Emailmail@ffpprobono.org Phone(202) 864-5180 Officer phone(770) 938-1110

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: REED QUINN & MCCLURE
NTEE classification: Human Services (P125)
Grant-giving organization: Yes