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CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC

EIN 74-2385850 WASHINGTON, DC

Revenue 2024
$8,387,332
Expenses 2024
$9,754,216

Program services were 74.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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).

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
    2 + 3 related

  • LOUIS BARAJAS CFP MBA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • MARGUERITA CHENG CFP

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • ANERI JAMBUSARIA CFP MBA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • TERRI KALLSEN CFP

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • MALIK LEE CFP CAP APMA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • LINDA LEITZ PHDCFP EA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • ELIZABETH K MILLER CFP CFA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • PETER ROHR CFP

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • MARTIN SEAY PH D CFP

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • RICHARD SHAW CFP MBA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • RICK SHERLOCK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • NANCY SMITH JD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • ELISSE WALTER JD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • KEVIN KELLER

    CHIEF EXECUTIVE OFFICER

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

    Schedule J breakdown matched by us

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

  • LEO RYDZEWSKI

    GENERAL COUNSEL

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

    Schedule J breakdown matched by us

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

  • KEVIN YEA

    CHIEF FINANCIAL OFFICER

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

    Schedule J breakdown matched by us

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

  • ELIZABETH STEWART

    CHIEF OPERATING OFFICER THRU 01/24

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

    Schedule J breakdown matched by us

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

  • THOMAS SPORKIN

    MANAGING DIRECTOR

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

    Schedule J breakdown matched by us

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

  • DANE SNOWDEN

    CHIEF OPERATING OFFICER

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

    Schedule J breakdown matched by us

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

  • LISA DAVIS

    MANAGING DIRECTOR

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

    Schedule J breakdown matched by us

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

  • JAMES KATSAOUNIS

    MANAGING DIRECTOR

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

    Schedule J breakdown matched by us

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

  • JOSEPH MAUGERI

    MANAGING DIRECTOR THRU 08/24

    Total calculated
    $605,973
    From this org
    $537,250
    From related orgs
    $0
    Other
    $68,723
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $232,295
    Bonus
    $36,374
    Other
    $268,581
    Deferred
    $46,000
    Nontaxable benefits
    $22,723
    Filer's total
    $605,973

  • JOHN LOPER

    MANAGING DIRECTOR

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

    Schedule J breakdown matched by us

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

  • ERIN KOEPPEL

    MANAGING DIRECTOR

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

    Schedule J breakdown matched by us

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

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
    $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

Nonprofiteer parses the Form 990 only. 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.

Grants made

Where these grants went next →

Grants received

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.

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

Listed as of 10 September 2026, under deductibility PC.

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.