DENVER, CO
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)FINANCIAL PLANNING STANDARDS BOARD LTD, founded in 2003, is a community nonprofit in the Community Improvement sector that reported $5.3M in total revenue in fiscal year 2024. Expenses of $5.1M left a modest 3% surplus.
PROMOTE WORLDWIDE PROFESSIONAL STANDARDS IN FINANCIAL PLANNING.
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)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $5,318,292 | $5,392,595 | 0.0% |
| Expenses | $5,136,214 | $5,419,612 | -0.1% |
| Net Income | $182,078 | $-27,017 | -7.7% |
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 |
|---|---|---|---|---|---|---|
| ANA CLAUDIA UTUMI | CHAIRPERSON | 3.00 |
Officer
Director
|
$0 | $0 | $0 |
| ANDREA MIDDEL | CHAIR PERSON ELECT | 3.00 |
Officer
Director
|
$0 | $0 | $0 |
| CAROLINE DABU | MEMBER | 3.00 |
Director
|
$0 | $0 | $0 |
| COLIN SLABACH | MEMBER | 3.00 |
Director
|
$0 | $0 | $0 |
| DARREN MCSHANE | MEMBER | 3.00 |
Director
|
$0 | $0 | $0 |
| CHUN HEI CHAN | MEMBER | 3.00 |
Director
|
$0 | $0 | $0 |
| JEFF FARRAR | MEMBER (THRU 03/24) | 3.00 |
Director
|
$0 | $0 | $0 |
| KAJA KROLL | MEMBER | 3.00 |
Director
|
$0 | $0 | $0 |
| SANKIE MORATA | MEMBER (THRU 03/24) | 3.00 |
Director
|
$0 | $0 | $0 |
| YU GAO | MEMBER | 3.00 |
Director
|
$0 | $0 | $0 |
| DANTE DEGORI | CHIEF EXECUTIVE OFFICER | 39.00 |
Officer
|
$350,424 | $37,187 | $387,611 |
| CHRISTIE SEARLS | CHIEF LEGAL OFFICER | 39.50 |
Officer
|
$283,925 | $66,604 | $350,529 |
| ERIC CAUBLE | CHIEF OPERATING OFFICER | 36.20 |
Key Emp
|
$291,989 | $68,104 | $360,093 |
| PAUL GRIMES | CHIEF PROFESSIONALISM OFFI | 38.60 |
Key Emp
|
$282,233 | $27,500 | $309,733 |
| AMY WISNIEWSKI | DIRECTOR OF BUSINESS DEVELOPMENT-OPS | 38.70 |
Highest
|
$171,849 | $30,832 | $202,681 |
| DALIA EL PRINCE | DIRECTOR OF BUSINESS DEVELOPMENT-TECH | 35.50 |
Highest
|
$180,576 | $11,975 | $192,551 |
| SARA WHITE | DIRECTOR OF NETWORK ENGAGEMENT | 40.00 |
Highest
|
$166,540 | $10,210 | $176,750 |
| TANYA DAHLEN | DIRECTOR OF LEGAL SERVICES | 38.30 |
Highest
|
$163,877 | $16,640 | $180,517 |
| ELLE MANTON | DIRECTOR OF MARKETING & COMMUNICATIONS | 40.00 |
Highest
|
$163,162 | $18,805 | $181,967 |
| NOEL MAYE | CHIEF EXECUTIVE OFFICER | 0.00 |
|
$178,379 | $0 | $178,379 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | No data | No data | No data | No data |
| 2024 | $5,318,292 | $5,136,214 | $4,597,822 | $182,078 |
| 2023 | $5,392,595 | $5,419,612 | $4,618,060 | $-27,017 |
| 2022 | $5,146,339 | $5,307,386 | $4,677,513 | $-161,047 |
| 2021 | $4,746,660 | $4,755,908 | $4,793,779 | $-9,248 |
| 2020 | $4,629,532 | $4,373,933 | $4,454,555 | $255,599 |
| 2019 | $4,135,010 | $4,215,151 | $4,129,828 | $-80,141 |
| 2018 | $3,733,934 | $3,364,284 | $3,783,945 | $369,650 |
Compare FINANCIAL PLANNING STANDARDS BOARD LTD with other nonprofits in Colorado and across the country.