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Certified Financial Planner Board of Standards INC

Public charity
DBA: STANDARDS CENTER FOR FINANCIAL PLANNING
Community Development · WASHINGTON, DC · EIN 74-2385850
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About

The mission of CFP board center for financial planning, a 501(c)(3) nonprofit organization, is to advance competent and ethical financial planning and expand CFP professional diversity for the benefit of the public.

DBA Standards Center for Financial Planning

Donations are tax-deductible
Category
Community Development
Employees
152
Volunteers
611

Financial Snapshot

FY ending 2024-12-31
Revenue
$8.4M
Expenses
$9.8M
Assets
$45.9M
Liabilities
$13.3M

Financial history

$53.4M$26.7M$0
161718192021222324
RevenueExpenses
Latest FY2024: $8.4M · Peak FY2022: $48.6M · Avg: $35.9M

501(h) election

This 501(c)(3) elected the 501(h) safe-harbor — lobbying expenditures are capped under a clear dollar formula instead of the "insubstantial part" standard.

Political & Grant Activity

Campaign Spending
—
Lobbying
$0
Grants Given
$560K
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC
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Address

1425 K ST NW STE 800
Washington, DC, 20005-367

Governance

Voting board members14
Independent members14
Conflict-of-interest policyYes
Whistleblower policyYes
Doc-retention policyYes
Audit committeeYes
990 reviewed by boardYes

Compensation practices

Severance paymentsYes
Equity-based compNo
Supplemental retirement planYes
Compensation committeeYes
Used comp surveyYes
Board approved compYes
Initial contract exceptionNo

Financial detail (Schedule D)

Permanent endowment %100.0%
Endowment held by related orgNo
Public records
ProPublica Nonprofit Explorer ↗
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IRS Tax Exempt Organization Search ↗
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