Form 990 for tax year 2022

Totals

Total revenue

$2,147,262

Total expenses

$1,830,846

Contributions and grants received

$1,538,150

Grants paid

$418,250

Program service revenue

$0

Investment income

$608,746

Other revenue

$366

Total assets, end of year

$26,181,813

Total liabilities, end of year

$644,154

Net assets or fund balances, end of year

$25,537,659

Program services expenses (Part IX)

$1,350,312

Management and general expenses

$346,078

Fundraising expenses

$134,456

Program service expenses (Part III)

$1,350,312

Program services were 73.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2022

• FOUNDATION FOR FINANCIAL PLANNING (FFP) IS THE NATION'S LEADING CHARITY DEDICATED TO ADVANCING PRO BONO FINANCIAL PLANNING FOR AT-RISK POPULATIONS, INCLUDING ACTIVE MILITARY MEMBERS AND WOUNDED VETERANS, PEOPLE WITH CANCER AND OTHER SERIOUS ILLNESS, SENIORS AND FAMILY CAREGIVERS, LOW-INCOME INDIVIDUALS AND FAMILIES, DOMESTIC VIOLENCE SURVIVORS AND MANY MORE. OVER ITS MORE THAN 25 YEARS, FFP HAS PROVIDED OVER 9 MILLION IN GRANTS TO NATIONAL AND COMMUNITY-BASED PRO BONO PROGRAMS; WORKED WITH PARTNERS TO ACTIVATE MORE THAN 27,000 FINANCIAL PLANNERS TO VOLUNTEER THEIR TIME AND TALENTS; REACHED OVER 715,000 PEOPLE IN CRISIS OR NEED; AND ACTED AS A LEADER AND CATALYST TO FOSTER A RICH TRADITION OF PRO BONO SERVICE ACROSS THE FINANCIAL PLANNING PROFESSION.

  Expenses $1,063,075 · Grants $418,250

• Expenses $287,237

As filed on the 2022 return.

Listed in Part VII

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

• FINANCIAL PLANNING ASSOCIATION

  $77,500

  OUTREACH

• FAMILY REACH FOUNDATION

  $60,000

  OUTREACH

• BRITEPATHS

  $35,000

  OUTREACH

• LOCAL INITIATIVES SUPPORT CORPORATI

  $35,000

  OUTREACH

• BEDFORD STUYVESANT RESTORATION CORP

  $25,000

  OUTREACH

• DEBTWAVE CREDIT COUNSELING D/B/A SAN DIEGO FINANCIAL LITERACY

  $25,000

  OUTRECH

• ANGEL FOUNDATION

  $25,000

  OUTREACH

• WORKING IN SUPPORT OF EDUCATION

  $22,000

  OUTREACH

• CONSUMER CREDIT COUNSELING OF MIDWEST INC D/B/A APPRISEN

  $20,000

  OUTREACH

• GREATER WASHING URBAN LEAGUE

  $20,000

  OUTREACH

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type

form_990

Tax year

2022

Filed

18 August 2023

IRS schema version

2022v5.0

Source object

202343049349301729

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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