CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC

As filed

Subsection

03

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).

Other organizations at this address

1 other organization in the IRS Business Master File lists the same street address. matched by us

This address is a suite or unit (STE 800). Organizations that share one are often clients of the same office-services firm, accountant or registered agent rather than related to each other.

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

• CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC

  EIN 35-2787547

Mission and programs · 2024

• ACADEMICS, SCHOLARSHIPS AND CONTENTCFP BOARD CENTER FOR FINANCIAL PLANNING ADMINISTERS SCHOLARSHIP PROGRAMS THAT ASSIST INDIVIDUALS ASPIRING TO BECOME A CFP PROFESSIONAL WITH COMPLETING THE EDUCATION AND EXAM REQUIREMENTS FOR CFP CERTIFICATION.THESE SCHOLARSHIPS ARE SUPPORTED BY THE GENEROUS DONATIONS OF SPONSORS AND DONORS WHO REALIZE THE BENEFIT OF CREATING A MORE DIVERSE AND SUSTAINABLE FINANCIAL PLANNING PROFESSION. EACH SCHOLARSHIP HAS DIFFERENT REQUIREMENTS, APPLICATION PROCESSES AND DEADLINES TO FOLLOW TO BE ELIGIBLE FOR CONSIDERATION. CONTINUED ON SCHEDULE O.CFP BOARD CENTER FOR FINANCIAL PLANNING HAS A COMPREHENSIVE RESEARCH AGENDA THAT DEVELOPS DEEP AND LEADING INSIGHTS THAT ASSESS THE IMPACT OF FINANCIAL PLANNING ON CLIENTS' WELL-BEING, TRACK TRENDS, AND GAUGE PROFESSIONALS AND THE PUBLIC'S PERCEPTIONS ON CRITICAL FINANCIAL PLANNING TOPICS. STARTING IN 2023, CFP BOARD CENTER FOR FINANCIAL PLANNING HAS COLLABORATED WITH FOUR WELL-RESPECTED ACADEMIC RESEARCHERS TO DEVELOP A DEFINITION OF FINANCIAL WELL-BEING THAT WILL SERVE AS THE BASIS OF A 10-YEAR LONGITUDINAL STUDY. THE RESEARCHERS CONDUCTED THE STUDY'S INITIAL SURVEY IN 2024 THAT WILL TRACK THE IMPACT OF PROFESSIONAL FINANCIAL PLANNING ADVICE ON THE WELL-BEING OF INDIVIDUALS AND FAMILIES. ALSO IN 2024, CFP BOARD CENTER FOR FINANCIAL PLANNING LAUNCHED AN ANNUAL STUDY ON HIGH SCHOOL AND COLLEGE STUDENTS' AWARENESS OF FINANCIAL PLANNING AS A CAREER CHOICE AND THEIR RELATIONSHIP WITH MONEY AND PERSONAL FINANCE.CFP BOARD HOSTS CONNECTIONS CONFERENCE WHERE PARTICIPANTS IN THE FINANCIAL ADVICE ECOSYSTEM INCLUDING FINANCIAL PLANNING PRACTITIONERS, FIRM LEADERS, EDUCATORS, RESEARCHERS, AND STUDENTS COME TOGETHER FOR HIGH-IMPACT LEARNING, CUTTING-EDGE INSIGHTS, AND PRACTICAL TAKEAWAYS. CONNECTIONS CONFERENCE WAS HELD IN WASHINGTON DC IN SEPTEMBER 2024.

  Expenses $6,950,639 · Grants $559,602 · Revenue $2,124,394

• PRO BONOCFP BOARD CENTER FOR FINANCIAL PLANNING RECOGNIZES THAT PRO BONO FINANCIAL PLANNING NOT ONLY BENEFITS THOSE SERVED BUT ALSO ENHANCES THE PROFESSION AND HELPS BUILD THE FINANCIAL PLANNING WORKFORCE OF THE FUTURE. CFP BOARD CENTER FOR FINANCIAL PLANNING PARTNERS WITH THE FOUNDATION FOR FINANCIAL PLANNING TO HELP MAKE PRO BONO OPPORTUNITIES, TRAINING AND RESOURCES AVAILABLE TO ALL CFP PROFESSIONALS.17,916 CFP PROFESSIONALS REPORTED 389,435 HOURS OF PRO BONO FINANCIAL PLANNING IN 2024 AND OUR GOAL IS TO GROW THE NUMBER OF CFP PROFESSIONALS PROVIDING PRO BONO SERVICE TO OVER 25,000 BY THE END OF 2026.

  Expenses $325,972

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

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.

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, 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. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $8,387,332

  Expenses

  $9,754,216

  Contributions

  $3,720,197

  Grants paid

  $559,602

• 2023

  Revenue

  $4,470,722

  Expenses

  $7,520,331

  Contributions

  $1,939,817

  Grants paid

  $0

• 2022

  Revenue

  $48,603,332

  Expenses

  $53,430,544

  Contributions

  $3,048,027

  Grants paid

  $0

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.

Other returns filed

• 2022 · 990-T

  Revenue

  — not reported

  Expenses

  — not reported

  Assets (EOY)

  — not reported

• 2021 · 990

  Revenue

  $49,028,168

  Expenses

  $46,322,632

  Assets (EOY)

  $72,477,411

• 2021 · 990-T

  Revenue

  — not reported

  Expenses

  — not reported

  Assets (EOY)

  — not reported

• 2020 · 990

  Revenue

  $42,966,550

  Expenses

  $44,341,055

  Assets (EOY)

  $64,603,052

• 2020 · 990-T

  Revenue

  — not reported

  Expenses

  — not reported

  Assets (EOY)

  — not reported

• 2019 · 990

  Revenue

  $44,473,594

  Expenses

  $41,086,466

  Assets (EOY)

  $59,426,348

• 2019 · 990

  Revenue

  $44,473,594

  Expenses

  $41,086,466

  Assets (EOY)

  $59,426,348

• 2018 · 990

  Revenue

  $40,103,667

  Expenses

  $38,754,114

  Assets (EOY)

  $51,574,170

• 2017 · 990

  Revenue

  $38,240,893

  Expenses

  $35,749,162

  Assets (EOY)

  $51,046,878

• 2016 · 990

  Revenue

  $35,371,338

  Expenses

  $33,818,597

  Assets (EOY)

  $45,472,744

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

• FOUNDATION FOR FINANCIAL PLANNING

  $50,000

  2024 · TO SUPPORT THE FOUNDATION'S MISSION TO HELP VULNERABLE FAMILIES AND INDIVIDUALS TAKE CONTROL OF THEIR

Where these grants went next →

Grants received

• DONOR ADVISED CHARITABLE GIVING

  $624,450

  2024 · PUBLIC, SOCIETAL BENEFIT

• CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC

  $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.

• AMERICAN ONLINE GIVING FOUNDATION INC

  $365,000

  2024 · GENERAL SUPPORT

• AMERICAN ONLINE GIVING FOUNDATION INC

  $317,507

  2023 · GENERAL SUPPORT

• CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC

  $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.

• IMPACTASSETS INC

  $154,000

  2023 · GENERAL SUPPORT

• DONOR ADVISED CHARITABLE GIVING

  $145,600

  2023 · PUBLIC, SOCIETAL BENEFIT

• IMPACTASSETS INC

  $110,000

  2024 · GENERAL SUPPORT

• DONOR ADVISED CHARITABLE GIVING

  $91,200

  2022 · PUBLIC, SOCIETAL BENEFIT

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $51,340

  2024 · For grant recipient's exempt purposes

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

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.

Other IRS files