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CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC

EIN 35-2787547 WASHINGTON, DC

Revenue 2024
$65,247,205
Expenses 2024
$63,048,100

As filed

Subsection
06
NTEE code
S41
Classification
2000
Street
1425 K ST NW STE 800

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • MATT BOERSEN CFP CFA

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    3 + 2 related

  • LOUIS BARAJAS CFP MBA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3 + 2 related

  • MARGUERITA CHENG CFP

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3 + 2 related

  • ANERI JAMBUSARIA CFP MBA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3 + 2 related

  • TERRI KALLSEN CFP

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3 + 2 related

  • MALIK LEE CFP CAP APMA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3 + 2 related

  • LINDA LEITZ PHDCFP EA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3 + 2 related

  • ELIZABETH K MILLER CFP CFA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3 + 2 related

  • PETER ROHR CFP

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3 + 2 related

  • MARTIN SEAY PH D CFP

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3 + 2 related

  • RICHARD SHAW CFP MBA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3 + 2 related

  • RICK SHERLOCK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3 + 2 related

  • NANCY SMITH JD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3 + 2 related

  • ELISSE WALTER JD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3 + 2 related

  • KEVIN KELLER

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $1,291,553
    From this org
    $0
    From related orgs
    $1,106,080
    Other
    $185,473
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $751,449 related
    Bonus
    $0 + $354,631 related
    Other
    $0
    Deferred
    $0 + $157,500 related
    Nontaxable benefits
    $0 + $27,973 related
    Filer's total
    $0 + $1,291,553 related

  • LEO RYDZEWSKI

    GENERAL COUNSEL

    Total calculated
    $783,560
    From this org
    $0
    From related orgs
    $646,442
    Other
    $137,118
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $482,117 related
    Bonus
    $0 + $84,350 related
    Other
    $0 + $79,975 related
    Deferred
    $0 + $131,000 related
    Nontaxable benefits
    $0 + $6,118 related
    Filer's total
    $0 + $783,560 related

  • KEVIN YEA

    CHIEF FINANCIAL OFFICER

    Total calculated
    $521,025
    From this org
    $0
    From related orgs
    $413,298
    Other
    $107,727
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $354,993 related
    Bonus
    $0 + $58,305 related
    Other
    $0
    Deferred
    $0 + $94,000 related
    Nontaxable benefits
    $0 + $13,727 related
    Filer's total
    $0 + $521,025 related

  • ELIZABETH STEWART

    CHIEF OPERATING OFFICER THRU 01/24

    Total calculated
    $423,471
    From this org
    $0
    From related orgs
    $375,511
    Other
    $47,960
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $27,427 related
    Bonus
    $0 + $62,700 related
    Other
    $0 + $285,384 related
    Deferred
    $0 + $46,000 related
    Nontaxable benefits
    $0 + $1,960 related
    Filer's total
    $0 + $423,471 related

  • THOMAS SPORKIN

    MANAGING DIRECTOR

    Total calculated
    $621,222
    From this org
    $0
    From related orgs
    $476,001
    Other
    $145,221
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $394,416 related
    Bonus
    $0 + $81,585 related
    Other
    $0
    Deferred
    $0 + $121,000 related
    Nontaxable benefits
    $0 + $24,221 related
    Filer's total
    $0 + $621,222 related

  • DANE SNOWDEN

    CHIEF OPERATING OFFICER

    Total calculated
    $710,033
    From this org
    $0
    From related orgs
    $553,504
    Other
    $156,529
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $553,504 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $151,000 related
    Nontaxable benefits
    $0 + $5,529 related
    Filer's total
    $0 + $710,033 related

  • LISA DAVIS

    MANAGING DIRECTOR

    Total calculated
    $344,949
    From this org
    $0
    From related orgs
    $232,434
    Other
    $112,515
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $232,434 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $97,298 related
    Nontaxable benefits
    $0 + $15,217 related
    Filer's total
    $0 + $344,949 related

  • JAMES KATSAOUNIS

    MANAGING DIRECTOR

    Total calculated
    $402,134
    From this org
    $0
    From related orgs
    $342,865
    Other
    $59,269
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $275,717 related
    Bonus
    $0 + $67,148 related
    Other
    $0
    Deferred
    $0 + $46,000 related
    Nontaxable benefits
    $0 + $13,269 related
    Filer's total
    $0 + $402,134 related

  • JOSEPH MAUGERI

    MANAGING DIRECTOR THRU 08/24

    Total calculated
    $642,347
    From this org
    $0
    From related orgs
    $537,250
    Other
    $105,097
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $232,295 related
    Bonus
    $0 + $36,374 related
    Other
    $0 + $268,581 related
    Deferred
    $0 + $82,374 related
    Nontaxable benefits
    $0 + $22,723 related
    Filer's total
    $0 + $642,347 related

  • JOHN LOPER

    MANAGING DIRECTOR

    Total calculated
    $385,186
    From this org
    $0
    From related orgs
    $320,496
    Other
    $64,690
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $255,508 related
    Bonus
    $0 + $64,988 related
    Other
    $0
    Deferred
    $0 + $43,088 related
    Nontaxable benefits
    $0 + $21,602 related
    Filer's total
    $0 + $385,186 related

  • ERIN KOEPPEL

    MANAGING DIRECTOR

    Total calculated
    $373,877
    From this org
    $0
    From related orgs
    $324,322
    Other
    $49,555
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $276,081 related
    Bonus
    $0 + $48,241 related
    Other
    $0
    Deferred
    $0 + $43,199 related
    Nontaxable benefits
    $0 + $6,356 related
    Filer's total
    $0 + $373,877 related

The first 25 listed. 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 — 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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $65,247,205
    Expenses
    $63,048,100
    Contributions
    $0
    Grants paid
    $563,723
  • 2023
    Revenue
    $58,742,692
    Expenses
    $55,732,814
    Contributions
    $0
    Grants paid
    $336,643

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Grants made

  • CFP BOARD OF STANDARDS CENTER FOR FINANCIAL PLANNING

    $563,723

    2024 TO SUPPORT THE CENTER'S ONGOING EFFORTS TO ADVANCE COMPETENT AND ETHICAL FINANCIAL PLANNING AND EXPAND CFP PROFESSIONAL DIVERSITY FOR THE BENEFIT OF THE PUBLIC.

  • CFP BOARD OF STANDARDS CENTER FOR FINANCIAL PLANNING

    $186,643

    2023 TO SUPPORT THE CENTER'S ONGOING EFFORTS TO ADVANCE COMPETENT AND ETHICAL FINANCIAL PLANNING AND EXPAND CFP PROFESSIONAL DIVERSITY FOR THE BENEFIT OF THE PUBLIC.

  • GIRL SCOUTS OF THE USA

    $150,000

    2023 SPONSORSHIP-BOOTH SPONSORSHIP AT GIRL SCOUTS ANNUAL CONVENTION IN JUNE 2023, OPPORTUNITY TO TALK WITH HUNDREDS/THOUSANDS OF HIGH SCHOOL AGED GIRLS FROM ACCRSS THE COUNTRY ABOUT THE FINANCIAL PLANNING DEGREE AND CAREER

Where these grants went next →

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.