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Financial Planning Standards Board LTD

Trade
Trade Association · DENVER, CO · EIN 61-1448490

About

Financial planning standards board LTD. (FPSB LTD.) benefits the global community by establishing, upholding, and promoting worldwide professional standards in financial planning.(continued on schedule o)FPSB LTD.'s committment to excellence is represented by the marks of professional distinction CFP, certified financial planner.

Donations are NOT tax-deductible
Category
Trade Association
Employees
13
Volunteers
14

Financial Snapshot

FY ending 2023-12-31
Revenue
$5.4M
Expenses
$5.4M
Assets
$4.6M
Liabilities
$1.5M

Financial history

$5.4M$2.7M$0
1617181920212223
RevenueExpenses
Latest FY2023: $5.4M · Avg: $4.3M

Foreign activity (Schedule F)

Total spent abroad$2.1M
Foreign employees8
Foreign offices1
Foreign partnership interestNo
Foreign trust interestNo
RegionActivitySpent
CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,
EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,
SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL,
SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM
MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT,
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES
FINANCIAL PLANNING STANDARDS BOARD LTD
Your actions

Address

1600 Stout ST STE 900
Denver, CO, 80202-316

Governance

Voting board members8
Independent members8
Conflict-of-interest policyYes
Whistleblower policyYes
Doc-retention policyYes
Audit committeeYes
990 reviewed by boardYes

Compensation practices

Severance paymentsNo
Equity-based compNo
Supplemental retirement planYes
Compensation committeeYes
Used comp surveyYes
Board approved compYes
Public records
ProPublica Nonprofit Explorer
Full 990 PDFs going back to 2001, plus parsed financial extracts. The easiest place to read actual filings.
IRS Tax Exempt Organization Search
IRS-side authoritative source. Confirms current exempt status and pulls the latest determination letter.
These open in a new tab. AllCiv doesn't host filings directly — these are the authoritative public-record sources.