FOUNDATION FOR FINANCIAL PLANNING INC (EIN 581446336) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1981

Legal Domicile

Principal Officer

JONATHAN DAUPHINEESQ

Phone

2028645180

Tax Period

2024-01-01 to 2024-12-31

FOUNDATION FOR FINANCIAL PLANNING INC, founded in 1981, is a community nonprofit in the Human Services sector that reported $3.4M in total revenue in fiscal year 2024. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 33% operating margin.

Mission

SEE PAGE 2, PART III

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,556,191

Program Service Revenue $0

Investment Income $839,059

Other Revenue $349

TOTAL REVENUE $3,395,599

Expense Breakdown

Grants Paid $472,860

Salaries & Benefits $1,413,903

Fundraising Expenses $175,639

Program Expenses $1,732,127

Other Expenses $397,151

TOTAL EXPENSES $2,283,914

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,395,599	$2,459,469	+0.4%
Expenses	$2,283,914	$2,026,744	+0.1%
Net Income	$1,111,685	$432,725	+1.6%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

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

Governance

Voting Members

Independent Members

Employees

Volunteers

1680

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$555,130

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN DAUPHINEESQ	CEO	40.00	Officer	$529,053	$26,077	$555,130
KATHERINE EGAN	VP OF DEV. &	40.00	Highest	$202,574	$9,843	$212,417
RACHEL ROTH	SENIOR DIREC	40.00	Highest	$162,373	$7,713	$170,086
JAMIE GRANTHAM	OPERATIONS D	40.00	Highest	$115,550	$16,032	$131,582
DR DAVE YESKE DBA CFP	CHAIR	2.00	Officer Director	$0	$0	$0
BEN HARRISON	IMMEDIATE PA	1.00	Officer Director	$0	$0	$0
ANTHONY TONY SVACH CIMA	VICE CHAIR	1.00	Officer Director	$0	$0	$0
SCOTT KAHAN CFP	TRUSTEE	0.50	Director	$0	$0	$0
JOE CHORNYAK	TRUSTEE	0.50	Director	$0	$0	$0
YONHEE GORDON	TRUSTEE	0.50	Director	$0	$0	$0
ERIC GREY	TRUSTEE	0.50	Director	$0	$0	$0
ALEXANDRA ARMSTRONG CFP	TRUSTEE	0.50	Director	$0	$0	$0
KALITA BLESSING	TRUSTEE	0.50	Director	$0	$0	$0
BERNIE CLARK	TRUSTEE	0.50	Director	$0	$0	$0
TERRI FIEDLER	TRUSTEE	0.50	Director	$0	$0	$0
STEVE LARSON	TRUSTEE	0.50	Director	$0	$0	$0
JEFFREY JEFF CONCEPCION	TRUSTEE	0.50	Director	$0	$0	$0
PAUL DRAKELEY	TRUSTEE	0.50	Director	$0	$0	$0
MARTY KURTZ CFP	TRUSTEE	0.50	Director	$0	$0	$0
ED WALTERS	TRUSTEE	0.50	Director	$0	$0	$0
JOCELYN WRIGHT	TRUSTEE	0.50	Director	$0	$0	$0
GABRIAL GARCIA	TRUSTEE	0.50	Director	$0	$0	$0
ERICA JAMES	TRUSTEE	0.50	Director	$0	$0	$0
ROHIT MAHNA	TRUSTEE	0.50	Director	$0	$0	$0
KRISTIN PUGH	TRUSTEE	0.50	Director	$0	$0	$0
HUSSAIN ZAIDI	TRUSTEE	0.50	Director	$0	$0	$0
MEGAN CARPENTER	TRUSTEE	0.50	Director	$0	$0	$0
NATALIE WOLFSEN	TRUSTEE	0.50	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$3,395,599	$2,283,914	$32,232,401	$1,111,685
2023	$2,459,469	$2,026,744	$29,351,117	$432,725
2022	$2,147,262	$1,830,846	$26,181,813	$316,416
2021	$3,652,624	$1,645,279	$30,168,381	$2,007,345
2020	$1,093,291	$1,505,159	$26,016,219	$-411,868
2019	$2,034,064	$1,457,627	$24,629,946	$576,437
2018	$1,817,952	$1,453,170	$21,426,508	$364,782

FOUNDATION FOR FINANCIAL PLANNING INC