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.
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.
THE FPSB LTD. AFFILIATE ASSESSMENT PROGRAM EVALUATES ALL ASPECTS OF AFFILIATE ORGANIZATIONS' ADMINISTRATION OF FPSB'S LICENSED CERTIFICATION PROGRAMS. ASSESSMENTS ADDRESS: 1) CONTENT ALIGNMENT WITH...
THE FPSB LTD. AFFILIATE ASSESSMENT PROGRAM EVALUATES ALL ASPECTS OF AFFILIATE ORGANIZATIONS' ADMINISTRATION OF FPSB'S LICENSED CERTIFICATION PROGRAMS. ASSESSMENTS ADDRESS: 1) CONTENT ALIGNMENT WITH THE GLOBAL BODY OF KNOWLEDGE, 2) COMPLIANCE WITH GLOBAL FINANCIAL PLANNING PRACTICE STANDARDS AND CFP CERTIFICATION REQUIREMENTS, 3) ORGANIZATIONAL STABILITY AND SUSTAINABILITY TO DELIVER THE CFP CERTIFICATION PROGRAM, AND 4) COMPLIANCE WITH TERMS OF AFFILIATION AGREEMENTS. FPSB LTD. REGULARLY ENGAGES WITH AFFILIATES TO EVALUATE STATUS AND IMPLEMENT RECOMMENDATIONS FOR IMPROVEMENTS.
FPSB LTD. LICENSES CERTAIN TRADEMARKS AND OTHER INTELLECTUAL PROPERTY TO AFFILIATES SO THEY CAN ESTABLISH FINANCIAL PLANNING AS A PROFESSION IN THEIR TERRITORY AND THE CFP MARKS AS THE SYMBOL OF...
FPSB LTD. LICENSES CERTAIN TRADEMARKS AND OTHER INTELLECTUAL PROPERTY TO AFFILIATES SO THEY CAN ESTABLISH FINANCIAL PLANNING AS A PROFESSION IN THEIR TERRITORY AND THE CFP MARKS AS THE SYMBOL OF EXCELLENCE IN FINANCIAL PLANNING. FPSB LTD. REGULARLY CONVENES CALLS AND MEETINGS, INCLUDING AN ANNUAL GLOBAL MEETING, AT WHICH AFFILIATE ORGANIZATIONS CONDUCT THE BUSINESS OF FPSB LTD. LEADERS LEARN BEST PRACTICES FROM EACH OTHER AND DEVELOP STRATEGIES FOR ESTABLISHING THE FINANCIAL PLANNING PROFESSION.
FPSB LTD. OFFERS FINANCIAL PLANNING EDUCATION AND CERTIFICATION PROGRAMS DIRECTLY IN CERTAIN TERRITORIES TO BUILD THE GLOBAL FINANCIAL PLANNING PROFESSION. AS PART OF THESE EFFORTS, FPSB WILL DELIVER...
FPSB LTD. OFFERS FINANCIAL PLANNING EDUCATION AND CERTIFICATION PROGRAMS DIRECTLY IN CERTAIN TERRITORIES TO BUILD THE GLOBAL FINANCIAL PLANNING PROFESSION. AS PART OF THESE EFFORTS, FPSB WILL DELIVER PROGRAMS TO INCREASE FINANCIAL LITERACY, EDUCATE PROFESSIONALS ON THE COMPONENTS OF COMPREHENSIVE FINANCIAL PLANNING AND ESTABLISH A PATHWAY OPPORTUNITY FOR THOSE PROFESSIONALS TO ACHIEVE CFP CERTIFICATION AND PRACTICE COMPREHENSIVE 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 |
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