FINANCIAL PLANNING STANDARDS BOARD LTD
EIN 61-1448490 · Boards of Trade (S46)
What they do
to BENEFIT THE GLOBAL COMMUNITY BY ESTABLISHING, UPHOLDING, and PROMOTING WORLDWIDE PROFESSIONAL STANDARDS IN FINANCIAL PLANNING. (CONTINUED ON SCHEDULE O)FINANCIAL PLANNING STANDARDS BOARD LTD.S (FPSB) COMMITTMENT to EXCELLENCE is REPRESENTED BY THE MARKS of PROFESSIONAL DISTINCTION CFP, CERTIFIED FINANCIAL PLANNER.
Should I give to this charity?
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 2025The charity has a recent tax report to read.
They explain their jobThe charity tells us what it is trying to do.
They name their leaders19 people are listed in the latest report.
You can reach themThey list contact information, so you can ask questions.
Money made simple
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.
Worth asking: Expenses exceeded revenue by $83,847 this year. Ask whether that was planned or caused by a one-time event.
Pay context: The highest compensation shown in this filing is $420,082 for DANTE DEGORI (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.
Financial picture
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
See all reported dollar amounts
Leadership and board
Names, titles, time, and compensation below are reported by the organization on its Form 990.
People reported as paid
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 (19)
DANTE DEGORICHIEF EXECUTIVE OFFICER
CHRISTINE SEARLSCHIEF LEGAL OFFICER AND SECRETARY
ERIC CAUBLECHIEF OPERATING OFFICER THRU 7/31/25
PAUL GRIMESCHIEF PROFESSIONALISM OFFICER
ELLE MANTONSR. DIR. OF MKTG & COMMUNICATIONS
SARA WHITEDIRECTOR OF NETWORK ENGAGEMENT
DALIA EL PRINCEDIRECTOR OF BUSINESS DEVELOPMENT-TECH
TANYA DAHLENDIRECTOR OF LEGAL SERVICES
THERESA MOHANDIRECTOR OF FINANCE
YU GAOMEMBER
ANA CLAUDIA UTUMICHAIRPERSON THRU 3/15/25
MARCIA DESSENMEMBER
KAJA KROLLMEMBER THRU 3/15/25
JAN KARSTENMEMBER
EUNICE CHUN HEI CHANMEMBER
DARREN MCSHANEMEMBER
COLIN SLABACHMEMBER
CAROLINE DABUCHAIRPERSON-ELECT
ANDREA MIDDELCHAIRPERSON-ELECT AND CHAIRPERSON
About this charity
- Recognized since
- January 2004
- Location
- 1600 STOUT STREET 900, DENVER, CO 80202
- County
- Denver
- In care of
- DANTE DE GORI
- Primary officer
- DANTE DE GORI, CHIEF EXECUTIVE OFFICER
How to reach them
Filing and classification
- Latest tax year
- 2025
- Tax period began
- January 1, 2025
- Return type
- 990
- Tax preparer
- RSM US LLP
- NTEE classification
- Boards of Trade (S46)
- IRS tax category
- Boards of Trade