Certified Financial Planner Board Of Standards Inc

Washington, DC
Tax-exempt since Dec. 1985
EIN: 74-2385850

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Community Improvement, Capacity Building / Promotion of Business (NTEE)

Donations to this organization are tax deductible.

Revenue

$4.47M (2023)

Expenses

$7.52M (2023)

Total Assets

$54.3M (2023)

Total Liabilities

$21.9M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$4,470,722

Expenses

$7,520,331

Net Income

-$3,049,609

Net Assets

$32,331,346

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,939,817	43.4%
Program Services	$10,647	0.2%
Investment Income	$901,488	20.2%
Bond Proceeds	$0
Royalties	$1,837,138	41.1%
Rental Property Income	$0
Net Fundraising	-$506,442
Sales of Assets	$114,978	2.6%
Net Inventory Sales	$0
Other Revenue	$173,096	3.9%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$211,783	2.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,742,613	23.2%

Assets/Debt
Total Assets	$54,254,908
Total Liabilities	$21,923,562
Net Assets	$32,331,346

Compensation

Key Employees and Officers	Compensation	Related	Other
Kevin Keller (Chief Executive Officer)	$1,628,423	$0	$182,811
Leo Rydzewski (General Counsel)	$612,833	$0	$115,226
Elizabeth Stewart (Chief Operating Officer)	$550,284	$0	$117,661
Maureen Thompson (Vp Of Public Policy)	$452,632	$0	$29,453
Thomas Sporkin (Managing Director)	$447,657	$0	$119,321
Joseph Maugeri (Managing Director)	$389,519	$0	$86,084
Kevin Yea (Chief Financial Officer)	$384,505	$0	$98,224
Roger Myers Jr (Strategic Advisor)	$369,064	$0	$32,876
Erin Koeppel (Managing Director)	$304,982	$0	$34,616
James Katsaounis (Managing Director)	$300,028	$0	$38,710
Adam Zajac (Director)	$291,635	$0	$23,538
John Loper (Managing Director)	$276,758	$0	$47,305
Catherine Healy (Managing Director)	$188,457	$0	$23,326
Dan Moisand Cfp (Board Chair)	$0	$0	$0
Matt Boersen Cfp Cfa (Board Member)	$0	$0	$0
Elizabeth K Miller Cfp Cfa (Board Member)	$0	$0	$0
Aneri Jambusaria Cfp Mba (Board Member)	$0	$0	$0
Rick Sherlock (Board Member)	$0	$0	$0
Nancy Smith Jd (Board Member)	$0	$0	$0
Terri Kallsen Cfp (Board Member)	$0	$0	$0
Louis Barajas Cfp Mba (Board Member)	$0	$0	$0
Peter Rohr Cfp (Board Member)	$0	$0	$0
Martin Seay Ph D Cfp (Board Member)	$0	$0	$0
Marguerita Cheng Cfp (Board Member)	$0	$0	$0
Richard Shaw Cfp Mba (Board Member)	$0	$0	$0
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990

Filed on Nov. 8, 2024

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Fiscal Year Ending Dec.
2022

Revenue

$48,603,332

Expenses

$53,430,544

Net Income

-$4,827,212

Net Assets

$31,286,947

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$3,048,027	6.3%
Program Services	$46,121,710	94.9%
Investment Income	$1,028,131	2.1%
Bond Proceeds	$0
Royalties	$53,586	0.1%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$1,676,034
Net Inventory Sales	$27,912	0.1%
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$5,462,263	10.2%
Professional Fundraising Fees	$13,076	0.0%
Other Salaries and Wages	$9,011,935	16.9%

Assets/Debt
Total Assets	$82,364,201
Total Liabilities	$51,077,254
Net Assets	$31,286,947

Compensation

Key Employees and Officers	Compensation	Related	Other
Kevin Keller (Chief Executive Officer)	$977,815	$0	$172,116
Leo Rydzewski (General Counsel)	$616,596	$0	$104,445
Elizabeth Stewart (Chief Operating Officer)	$534,120	$0	$124,163
Roger Myers Jr (Stategic Advisor To Ceo)	$527,875	$0	$97,058
Maureen Thompson (Vp Of Public Policy)	$431,700	$0	$73,798
Thomas Sporkin (Managing Director)	$420,520	$0	$119,098
Joseph Maugeri (Managing Director)	$365,023	$0	$95,793
Erin Koeppel (Director)	$323,572	$0	$22,849
Adam Zajac (Director)	$311,109	$0	$21,914
John Loper (Managing Director)	$278,783	$0	$45,505
James Katsaounis (Managing Director)	$251,355	$0	$34,351
Tim Stiffel (Director)	$222,480	$0	$30,751
Kevin Yea (Chief Financial Officer)	$205,454	$0	$81,060
D A Abrams (Director)	$203,633	$0	$26,292
Kamila Elliott Cfp (Board Chair)	$0	$0	$0
Matt Boersen Cfp (Board Member)	$0	$0	$0
Roberta Karmel Cfp (Board Member)	$0	$0	$0
Liz Miller Cfp Cfa (Board Member)	$0	$0	$0
Ron Green Cfp (Board Member)	$0	$0	$0
Latha Ramchand Cfp (Board Member)	$0	$0	$0
Natalie Wolfsen Cfp (Board Member)	$0	$0	$0
Dan Moisand Cfp (Board Member)	$0	$0	$0
Alex Rozman Cfp (Board Member)	$0	$0	$0
Aneri Jambusaria Cfp (Board Member)	$0	$0	$0
Rick Sherlock Cfp (Board Member)	$0	$0	$0
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990

Filed on Nov. 3, 2023

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Fiscal Year Ending Dec.
2021

Revenue

$49,028,168

Expenses

$46,322,632

Net Income

$2,705,536

Net Assets

$41,058,723

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$3,937,496	8.0%
Program Services	$43,446,369	88.6%
Investment Income	$929,535	1.9%
Bond Proceeds	$0
Royalties	$11,974	0.0%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$708,093	1.4%
Net Inventory Sales	-$5,299
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$4,859,498	10.5%
Professional Fundraising Fees	$27,202	0.1%
Other Salaries and Wages	$8,485,147	18.3%

Assets/Debt
Total Assets	$72,477,411
Total Liabilities	$31,418,688
Net Assets	$41,058,723

Compensation

Key Employees and Officers	Compensation	Related	Other
Kevin Keller (Chief Executive Officer)	$863,885	$0	$171,755
Leo Rydzewski (General Counsel)	$602,966	$0	$91,170
Roger Myers Jr (Chief Financial Officer)	$537,052	$0	$107,046
Elizabeth Stewart (Chief Operating Officer)	$467,389	$0	$116,861
Maureen Thompson (Vp Of Public Policy)	$443,253	$0	$102,040
Da Abrams (Managing Director)	$341,607	$0	$94,086
Joseph Maugeri (Managing Director)	$337,778	$0	$86,613
Thomas Sporkin (Managing Director)	$328,989	$0	$105,554
Erin Koeppel (Director)	$265,199	$0	$20,558
David Mazzulla (Director)	$255,796	$0	$21,824
Adam Zajac (Director)	$255,568	$0	$19,817
John Loper (Managing Director)	$253,709	$0	$43,120
Tim Stiffel (Director)	$204,782	$0	$29,240
Doug King (Board Chair)	$0	$0	$0
Matt Boersen (Board Member)	$0	$0	$0
Roberta Karmel (Board Member)	$0	$0	$0
Liz Miller (Board Member)	$0	$0	$0
Susan Baran (Board Member)	$0	$0	$0
Ed Moore (Board Member)	$0	$0	$0
Martin Schamis (Board Member)	$0	$0	$0
Ron Green (Board Member)	$0	$0	$0
Kamila Elliott (Board Member)	$0	$0	$0
Latha Ramchand (Board Member)	$0	$0	$0
Natalie Wolfsen (Board Member)	$0	$0	$0
Dan Moisand (Board Member)	$0	$0	$0
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990

Filed on Nov. 11, 2022

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990-T

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Fiscal Year Ending Dec.
2020

Revenue

$42,966,550

Expenses

$44,341,055

Net Income

-$1,374,505

Net Assets

$36,281,996

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,015,723	4.7%
Program Services	$39,938,699	93.0%
Investment Income	$1,005,464	2.3%
Bond Proceeds	$0
Royalties	$6,162	0.0%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$459	0.0%
Net Inventory Sales	$43	0.0%
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$3,931,152	8.9%
Professional Fundraising Fees	$76,829	0.2%
Other Salaries and Wages	$7,857,576	17.7%

Assets/Debt
Total Assets	$64,603,052
Total Liabilities	$28,321,056
Net Assets	$36,281,996

Compensation

Key Employees and Officers	Compensation	Related	Other
Kevin Keller (Chief Executive Officer)	$839,537	$0	$169,792
Leo Rydzewski (General Counsel)	$559,123	$0	$101,496
Marilyn Mohrman Gillis (Former Managing Director)	$520,211	$0	$0
Roger Myers Jr (Chief Financial Officer)	$452,919	$0	$110,386
Elizabeth Stewart (Chief Operating Officer)	$357,339	$0	$125,842
Maureen Thompson (Vp Of Public Policy)	$340,489	$0	$92,344
Joseph Maugeri (Managing Director)	$317,829	$0	$88,901
Da Abrams (Managing Director)	$293,019	$0	$82,136
John Loper (Managing Director)	$243,443	$0	$51,998
Erin Koeppel (Director)	$242,770	$0	$19,750
Adam Zajac (Director)	$233,092	$0	$29,680
David Mazzulla (Director)	$210,996	$0	$12,760
Nicole Baker (Director)	$209,208	$0	$22,626
Jack Brod (Board Chair)	$0	$0	$0
Doug King (Board Chair Elect)	$0	$0	$0
Matt Boersen (Board Member)	$0	$0	$0
Roberta Karmel (Board Member)	$0	$0	$0
Denise Voigt Crawford (Board Member)	$0	$0	$0
Liz Miller (Board Member)	$0	$0	$0
K Dane Snowden (Board Member)	$0	$0	$0
Susan Baran (Board Member)	$0	$0	$0
Ed Moore (Board Member)	$0	$0	$0
Martin Schamis (Board Member)	$0	$0	$0
Ron Green (Board Member)	$0	$0	$0
Kamila Mcdonnough (Board Member)	$0	$0	$0
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990

Filed on Nov. 15, 2021

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Fiscal Year Ending Dec.
2019

Revenue

$44,473,594

Expenses

$41,086,466

Net Income

$3,387,128

Net Assets

$33,652,111

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,496,123	3.4%
Program Services	$39,461,687	88.7%
Investment Income	$1,126,238	2.5%
Bond Proceeds	$0
Royalties	$7,910	0.0%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$2,386,534	5.4%
Net Inventory Sales	-$4,898
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$3,854,752	9.4%
Professional Fundraising Fees	$126,300	0.3%
Other Salaries and Wages	$6,737,645	16.4%

Assets/Debt
Total Assets	$59,426,348
Total Liabilities	$25,774,237
Net Assets	$33,652,111

Compensation

Key Employees and Officers	Compensation	Related	Other
Kevin Keller (Chief Executive Officer)	$852,386	$0	$160,658
Leo Rydzewski (General Counsel)	$553,509	$0	$100,522
Roger Myers Jr (Chief Financial Officer)	$442,517	$0	$108,875
Elizabeth Stewart (Chief Operating Officer)	$350,471	$0	$114,426
Maureen Thompson (Vp Of Public Policy)	$343,538	$0	$100,252
Marilyn Mohrman Gillis (Managing Director)	$341,937	$0	$37,875
Joseph Maugeri (Managing Director)	$311,867	$0	$88,623
John Loper (Managing Director)	$258,361	$0	$35,841
Dan Drummond (Director)	$216,553	$0	$30,077
David Mazzulla (Director)	$213,230	$0	$17,636
Adam Zajac (Director)	$206,538	$0	$21,680
Gail Reisman (Director)	$200,217	$0	$26,798
Susan John (Board Chair)	$0	$0	$0
Jack Brod (Board Chair Elect)	$0	$0	$0
Phil Cunningham (Board Member)	$0	$0	$0
Arlene Pietranton (Board Member)	$0	$0	$0
Denise Voigt Crawford (Board Member)	$0	$0	$0
Doug King (Board Member)	$0	$0	$0
K Dane Snowden (Board Member)	$0	$0	$0
Susan Baran (Board Member)	$0	$0	$0
Ed Moore (Board Member)	$0	$0	$0
Martin Schamis (Board Member)	$0	$0	$0
Ron Green (Board Member)	$0	$0	$0
Kamila Mcdonnough (Board Member)	$0	$0	$0
Latha Ramchand (Board Member)	$0	$0	$0
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990

Filed on Nov. 15, 2021

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990-T

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Fiscal Year Ending Dec.
2018

Revenue

$40,103,667

Expenses

$38,754,114

Net Income

$1,349,553

Net Assets

$28,160,365

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,987,589	5.0%
Program Services	$36,977,674	92.2%
Investment Income	$1,034,022	2.6%
Bond Proceeds	$0
Royalties	$8,244	0.0%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$52,734	0.1%
Net Inventory Sales	$43,404	0.1%
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$3,765,012	9.7%
Professional Fundraising Fees	$118,351	0.3%
Other Salaries and Wages	$6,697,342	17.3%

Assets/Debt
Total Assets	$51,574,170
Total Liabilities	$23,413,805
Net Assets	$28,160,365

Compensation

Key Employees and Officers	Compensation	Related	Other
Kevin Keller (Chief Executive Officer)	$790,903	$0	$162,568
Leo Rydzewski (General Counsel)	$481,941	$0	$104,640
Marilyn Mohrman Gillis (Managing Director)	$423,137	$0	$113,994
Roger Myers Jr (Chief Financial Officer)	$417,820	$0	$114,791
Elizabeth Stewart (Chief Operating Officer)	$327,457	$0	$117,278
Joseph Maugeri (Managing Director)	$311,290	$0	$89,462
Maureen Thompson (Vice President Of Public Policy)	$304,623	$0	$105,108
John Loper (Managing Director)	$248,689	$0	$36,851
Rochelle Zeidman (Managing Director)	$229,751	$0	$29,748
Adam Zajac (Director)	$202,801	$0	$25,474
Dan Drummond (Director)	$202,147	$0	$29,664
Leo Kane (Director)	$195,742	$0	$28,158
Richard C Salmen (Board Chair)	$0	$0	$0
Jack Brod (Board Member)	$0	$0	$0
Jeff Farrar (Board Member)	$0	$0	$0
Denise Voigt Crawford (Board Member)	$0	$0	$0
Charlie Fitzgerald Iii (Board Member)	$0	$0	$0
Doug King (Board Member)	$0	$0	$0
Peggy Ruhlin (Board Member)	$0	$0	$0
K Dane Snowden (Board Member)	$0	$0	$0
Neal J Solomon (Board Member)	$0	$0	$0
Susan Baran (Board Member)	$0	$0	$0
Phil Cunningham (Board Member)	$0	$0	$0
Ed Moore (Board Member)	$0	$0	$0
Susan John (Board Chair Elect)	$0	$0	$0
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990

Filed on Nov. 5, 2019

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990-T

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Fiscal Year Ending Dec.
2017

Revenue

$38,240,893

Expenses

$35,749,162

Net Income

$2,491,731

Net Assets

$30,194,572

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,771,888	7.2%
Program Services	$34,233,501	89.5%
Investment Income	$779,348	2.0%
Bond Proceeds	$0
Royalties	$12,166	0.0%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$398,767	1.0%
Net Inventory Sales	$45,223	0.1%
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$3,741,038	10.5%
Professional Fundraising Fees	$111,471	0.3%
Other Salaries and Wages	$5,292,998	14.8%

Assets/Debt
Total Assets	$51,046,878
Total Liabilities	$20,852,306
Net Assets	$30,194,572

Compensation

Key Employees and Officers	Compensation	Related	Other
Kevin Keller (Chief Executive Officer)	$1,045,394	$0	$61,296
Leo Rydzweski (General Counsel)	$454,853	$0	$103,943
Marilyn Mohrman Gillis (Executive Director, Cfp Board Center For Financial)	$394,945	$0	$116,184
Roger Myers Jr (Chief Financial Officer)	$387,703	$0	$114,734
Joseph Maugeri (Managing Director, Corporate Relations)	$260,800	$0	$88,885
Elizabeth Stewart (Chief Operating Officer)	$252,399	$0	$114,555
Maureen Thompson (Vp Of Public Policy)	$244,472	$0	$100,875
John Loper (Managing Director, Professional Practice)	$233,486	$0	$32,075
Daniel Drummond (Director, Communications)	$203,309	$0	$28,732
Gail Reisman (Director, Advertising & Brand Engagement)	$189,521	$0	$19,345
Adam Zajac (Director, Adjudication)	$189,355	$0	$24,220
David Mazzulla (Director, Information Technology)	$189,077	$0	$17,144
Blaine Aikin (Board Chair)	$0	$0	$0
Richard Salmen (Board Chair Elect)	$0	$0	$0
Susan John (Board Member)	$0	$0	$0
Kim Wright Violich (Board Member)	$0	$0	$0
Arlene Pietranton (Board Member)	$0	$0	$0
Jeff Farrar (Board Member)	$0	$0	$0
Jack Brod (Board Member)	$0	$0	$0
Charlie Fitzgerald Iii (Board Member)	$0	$0	$0
Denise Voigt Crawford (Board Member)	$0	$0	$0
Peggy Ruhlin (Board Member)	$0	$0	$0
Doug King (Board Member)	$0	$0	$0
K Dane Snowden (Board Member)	$0	$0	$0
Neal Solomon (Board Member)	$0	$0	$0
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990

Filed on Nov. 9, 2018

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990-T

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Fiscal Year Ending Dec.
2016

Revenue

$35,371,338

Expenses

$33,818,597

Net Income

$1,552,741

Net Assets

$24,621,529

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,147,466	6.1%
Program Services	$32,608,531	92.2%
Investment Income	$488,462	1.4%
Bond Proceeds	$0
Royalties	$19,469	0.1%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$81,592	0.2%
Net Inventory Sales	$25,818	0.1%
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$3,101,096	9.2%
Professional Fundraising Fees	$135,444	0.4%
Other Salaries and Wages	$4,990,557	14.8%

Assets/Debt
Total Assets	$45,472,744
Total Liabilities	$20,851,215
Net Assets	$24,621,529

Compensation

Key Employees and Officers	Compensation	Related	Other
Kevin Keller (Chief Executive Officer)	$742,984	$0	$158,541
Leo Rydzewski (General Counsel)	$447,916	$0	$85,764
Marilyn Mohrman Gillis (Managing Director)	$409,648	$0	$80,692
Roger C Myers (Chief Financial Officer)	$372,958	$0	$83,400
Michele Warholic (Managing Director)	$367,314	$0	$9,511
Joseph Maugeri (Managing Director)	$271,238	$0	$71,130
Dan Drummond (Director)	$195,160	$0	$26,494
David Mazzulla (Director)	$186,410	$0	$16,723
Gail Reisman (Director)	$186,148	$0	$18,730
Adam Zajac (Director)	$183,781	$0	$20,820
John Loper (Director)	$179,523	$0	$22,902
Mike Greene (Board Chair)	$0	$0	$0
Peggy Ruhlin (Board Member)	$0	$0	$0
Neal Solomon (Board Member)	$0	$0	$0
Susan John (Board Member)	$0	$0	$0
Arlene Pietranton (Board Member)	$0	$0	$0
Kim Wright Violich (Board Member)	$0	$0	$0
Richard Salmen (Board Member)	$0	$0	$0
Phil Cunningham (Board Member)	$0	$0	$0
Arthur Laby (Board Member)	$0	$0	$0
Charlie Fitzgerald (Board Member)	$0	$0	$0
Blaine Aikin (Board Member)	$0	$0	$0
Jeff Farrar (Board Member)	$0	$0	$0
Tom Nelson (Board Member)	$0	$0	$0

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990

Filed on Nov. 7, 2017

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990-T

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Fiscal Year Ending Dec.
2015

Revenue

$32,071,163

Expenses

$30,733,777

Net Income

$1,337,386

Net Assets

$22,449,410

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,926,779	9.1%
Program Services	$30,587,654	95.4%
Investment Income	$516,507	1.6%
Bond Proceeds	$0
Royalties	$33,427	0.1%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$1,991,836
Net Inventory Sales	-$1,368
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$3,234,871	10.5%
Professional Fundraising Fees	$159,072	0.5%
Other Salaries and Wages	$4,705,408	15.3%

Assets/Debt
Total Assets	$41,768,951
Total Liabilities	$19,319,541
Net Assets	$22,449,410

Compensation

Key Employees and Officers	Compensation	Related	Other
Kevin R Keller (Chief Executive Officer)	$1,019,176	$0	$162,431
Leo Rydzewski (General Counsel)	$420,910	$0	$87,331
Marilyn Mohrman Gillis (Managing Director, Public Policy And Communication)	$384,734	$0	$88,754
Michele Warholic (Managing Director, Exams, Education And Talent)	$324,981	$0	$25,394
Roger C Myers Jr (Chief Financial Officer)	$299,605	$0	$90,816
Joseph Maugeri (Managing Director, Marketing And Corporate Relatio)	$257,172	$0	$73,566
John Loesch (Director Of Investigations)	$231,006	$0	$11,333
Michael Shaw (Managing Director Of Professional Standards)	$217,456	$0	$0
Adam Zajac (Director Of Adjudication)	$195,946	$0	$20,020
Daniel Drummond (Director Of Communications)	$187,740	$0	$31,338
Gail Reisman (Director Of Marketing)	$182,340	$0	$28,442
David Mazzulla (Director Of Information Technology)	$179,024	$0	$16,837
Todd Cranford (Director)	$109,009	$0	$10,860
Richard Rojeck (Chair, Board Of Directors)	$0	$0	$0
Blaine Aikin (Member, Board Of Directors)	$0	$0	$0
John Connell (Member, Board Of Directors)	$0	$0	$0
Jeff Farrar (Member, Board Of Directors)	$0	$0	$0
Charles Fitzgerald (Member, Board Of Directors)	$0	$0	$0
Michael Greene (Member, Board Of Directors)	$0	$0	$0
Eva Kampits (Member, Board Of Directors)	$0	$0	$0
Arthur Laby (Member, Board Of Directors)	$0	$0	$0
Thomas Nelson (Member, Board Of Directors)	$0	$0	$0
Peggy Ruhlin (Member, Board Of Directors)	$0	$0	$0
Richard Salmen (Member, Board Of Directors)	$0	$0	$0
Neal Solomon (Member, Board Of Directors)	$0	$0	$0
See filing for compensation of 2 other people →

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990

Filed on Nov. 9, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$28,920,471

Expenses

$29,882,131

Net Income

-$961,660

Net Assets

$21,688,574

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$28,118,141	97.2%
Investment Income	$852,990	2.9%
Bond Proceeds	$0
Royalties	$17,389	0.1%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$81,131
Net Inventory Sales	$13,082	0.0%
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,496,392	8.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$4,893,573	16.4%

Assets/Debt
Total Assets	$40,958,170
Total Liabilities	$19,269,596
Net Assets	$21,688,574

Compensation

Key Employees and Officers	Compensation	Related	Other
Kevin R Keller (Chief Executive Officer)	$674,532	$0	$161,585
Marilyn Mohrman Gillis (Managing Director)	$310,153	$0	$83,758
Michael P Shaw (Corp Sec/Managing Director)	$274,427	$0	$29,023
Michele Warholic (Managing Director)	$267,098	$0	$69,849
Roger C Myers Jr (Chief Financial Officer)	$256,855	$0	$75,679
Joseph Maugeri (Managing Director)	$212,902	$0	$78,983
Todd Cranford (Director)	$186,102	$0	$38,528
David Mazzulla (Director)	$175,656	$0	$11,909
Gail Reisman (Director)	$162,386	$0	$27,173
Dan Drummond (Director)	$162,105	$0	$29,497
Tim Stifel (Director)	$161,131	$0	$28,322
Steven Barkley (Former Director Of Examinations & Experience)	$130,682	$0	$14,197
Ray Ferrara (Chair, Board Of Directors)	$0	$0	$0
Charles Goldman (Member, Board Of Directors)	$0	$0	$0
Robert Hayden (Member, Board Of Directors)	$0	$0	$0
Susan Hirshman (Member, Board Of Directors)	$0	$0	$0
Richard Rojeck (Member, Board Of Directors)	$0	$0	$0
John Connell (Member, Board Of Directors)	$0	$0	$0
Michael Greene (Member, Board Of Directors)	$0	$0	$0
Eva Kampits (Member, Board Of Directors)	$0	$0	$0
Joe Votava (Member, Board Of Directors)	$0	$0	$0
Blaine Aikin (Member, Board Of Directors)	$0	$0	$0
Arthur Laby (Member, Board Of Directors)	$0	$0	$0
Thomas Nelson (Member, Board Of Directors)	$0	$0	$0
Kim Wright Violich (Member, Board Of Directors)	$0	$0	$0

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990

Filed on Nov. 10, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$28,195,481

Expenses

$29,329,307

Net Income

-$1,133,826

Net Assets

$23,659,172

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$195,000	0.7%
Program Services	$27,538,713	97.7%
Investment Income	$669,887	2.4%
Bond Proceeds	$0
Royalties	$46,704	0.2%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$258,436
Net Inventory Sales	$3,613	0.0%
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,542,208	8.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$4,647,632	15.8%

Assets/Debt
Total Assets	$38,477,054
Total Liabilities	$14,817,882
Net Assets	$23,659,172

Compensation

Key Employees and Officers	Compensation	Related	Other
Kevin R Keller (Chief Executive Officer)	$691,923	$0	$158,287
Marilyn Mohrman Gillis (Managing Director)	$305,563	$0	$83,418
Michael Shaw (Corp Sec/Managing Director)	$275,163	$0	$62,594
Michele Warholic (Managing Director)	$263,804	$0	$68,970
Thomas Crowder (Managing Director)	$254,207	$0	$66,825
Roger C Myers Jr (Chief Financial Officer)	$234,111	$0	$71,441
Rex Staples (Director)	$189,502	$0	$11,093
Joseph Maugeri (Director)	$177,076	$0	$27,663
Steven E Barkley (Director)	$168,521	$0	$26,869
David Mazzulla (Director)	$168,373	$0	$11,429
Dan Drummond (Director)	$154,623	$0	$36,502
Nancy Kistner (Chair, Board Of Directors)	$0	$0	$0
Susan Meisinger (Member, Board Of Directors)	$0	$0	$0
Richard Rojeck (Member, Board Of Directors)	$0	$0	$0
Ray Ferrera (Member, Board Of Directors)	$0	$0	$0
Charles Goldman (Member, Board Of Directors)	$0	$0	$0
Robert Hayden (Member, Board Of Directors)	$0	$0	$0
Susan Hirshman (Member, Board Of Directors)	$0	$0	$0
John Connell (Member, Board Of Directors)	$0	$0	$0
Michael Greene (Member, Board Of Directors)	$0	$0	$0
Eva Kampits (Member, Board Of Directors)	$0	$0	$0
Joe Votava (Member, Board Of Directors)	$0	$0	$0
Blaine Aikin (Member, Board Of Directors)	$0	$0	$0
Arthur Laby (Member, Board Of Directors)	$0	$0	$0
Tom Nelson (Member, Board Of Directors)	$0	$0	$0

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990

Filed on Nov. 14, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$26,385,611

Expenses

$27,262,938

Net Income

-$877,327

Net Assets

$23,850,604

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$25,301,024	95.9%
Investment Income	$1,016,316	3.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$68,271	0.3%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,409,787	8.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$4,040,595	14.8%

Assets/Debt
Total Assets	$36,689,442
Total Liabilities	$12,838,838
Net Assets	$23,850,604

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$22,862,319

Expenses

$25,670,360

Net Income

-$2,808,041

Net Assets

$22,918,723

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$20,936,366	91.6%
Investment Income	$1,445,476	6.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$480,477	2.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,986,910	7.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$3,652,015	14.2%

Assets/Debt
Total Assets	$36,903,883
Total Liabilities	$13,985,160
Net Assets	$22,918,723

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated December 20, 2024

Certified Financial Planner Board Of Standards Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $4.47M (2023)

Expenses $7.52M (2023)

Total Assets $54.3M (2023)

Total Liabilities $21.9M (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Revenue

$4.47M (2023)

Expenses

$7.52M (2023)

Total Assets

$54.3M (2023)

Total Liabilities

$21.9M (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001