WASHINGTON, DC
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC, founded in 2023, is a mid-sized nonprofit in the Community Improvement sector that reported $58.7M in total revenue in fiscal year 2023. Expenses of $55.7M left a modest 5% surplus.
THE MISSION OF CFP BOARD OF STANDARDS IS TO CREDENTIAL COMPETENT AND ETHICAL FINANCIAL PLANNERS, UPHOLD CFP CERTIFICATION AS THE RECOGNIZED STANDARD AND ADVANCE THE FINANCIAL PLANNING PROFESSION
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2023 | 2022 | Change | |
|---|---|---|---|
| Revenue | $58,742,692 | N/A | N/A |
| Expenses | $55,732,814 | N/A | N/A |
| Net Income | $3,009,878 | N/A | N/A |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| DAN MOISAND CFP | BOARD CHAIR | 3.00 |
Officer
Director
|
$0 | $0 | $0 |
| MATT BOERSEN CFP CFA | BOARD MEMBER | 3.00 |
Director
|
$0 | $0 | $0 |
| ELIZABETH K MILLER CFP CFA | BOARD MEMBER | 3.00 |
Director
|
$0 | $0 | $0 |
| ANERI JAMBUSARIA CFP MBA | BOARD MEMBER | 3.00 |
Director
|
$0 | $0 | $0 |
| RICK SHERLOCK | BOARD MEMBER | 3.00 |
Director
|
$0 | $0 | $0 |
| NANCY SMITH JD | BOARD MEMBER | 3.00 |
Director
|
$0 | $0 | $0 |
| TERRI KALLSEN CFP | BOARD MEMBER | 3.00 |
Director
|
$0 | $0 | $0 |
| LOUIS BARAJAS CFP MBA | BOARD MEMBER | 3.00 |
Director
|
$0 | $0 | $0 |
| PETER ROHR CFP | BOARD MEMBER | 3.00 |
Director
|
$0 | $0 | $0 |
| MARTIN SEAY PH D CFP | BOARD MEMBER | 3.00 |
Director
|
$0 | $0 | $0 |
| MARGUERITA CHENG CFP | BOARD MEMBER | 3.00 |
Director
|
$0 | $0 | $0 |
| RICHARD SHAW CFP MBA | BOARD MEMBER | 3.00 |
Director
|
$0 | $0 | $0 |
| ROBERTA KARMEL | BOARD MEMBER | 3.00 |
Director
|
$0 | $0 | $0 |
| ALEX ROZMAN | BOARD MEMBER | 3.00 |
Director
|
$0 | $0 | $0 |
| KEVIN KELLER | CHIEF EXECUTIVE OFFICER | 40.00 |
Officer
|
$0 | $182,811 | $1,811,234 |
| LEO RYDZEWSKI | GENERAL COUNSEL | 40.00 |
Officer
|
$0 | $115,226 | $728,059 |
| KEVIN YEA | CHIEF FINANCIAL OFFICER | 40.00 |
Officer
|
$0 | $98,224 | $482,729 |
| ROGER MYERS JR | STRATEGIC ADVISOR | 8.00 |
Key Emp
|
$0 | $32,876 | $401,940 |
| ELIZABETH STEWART | CHIEF OPERATING OFFICER | 40.00 |
Key Emp
|
$0 | $117,661 | $667,945 |
| MAUREEN THOMPSON | VP OF PUBLIC POLICY | 40.00 |
Key Emp
|
$0 | $29,453 | $482,085 |
| CATHERINE HEALY | MANAGING DIRECTOR | 5.00 |
Key Emp
|
$0 | $23,326 | $211,783 |
| THOMAS SPORKIN | MANAGING DIRECTOR | 40.00 |
Key Emp
|
$0 | $119,321 | $566,978 |
| JOHN LOPER | MANAGING DIRECTOR | 40.00 |
Highest
|
$0 | $47,305 | $324,063 |
| ERIN KOEPPEL | MANAGING DIRECTOR | 40.00 |
Highest
|
$0 | $34,616 | $339,598 |
| ADAM ZAJAC | DIRECTOR | 40.00 |
Highest
|
$0 | $23,538 | $315,173 |
| JAMES KATSAOUNIS | MANAGING DIRECTOR | 40.00 |
Highest
|
$0 | $38,710 | $338,738 |
| JOSEPH MAUGERI | MANAGING DIRECTOR | 5.00 |
Highest
|
$0 | $86,084 | $475,603 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | No data | No data | No data | No data |
| 2023 | $58,742,692 | $55,732,814 | $51,515,055 | $3,009,878 |
Compare CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC with other nonprofits in District of Columbia and across the country.