CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS CENTER FOR FINANCIAL PLANNING (EIN 742385850) - 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

1985

Legal Domicile

Principal Officer

KEVIN R KELLER CEO

Phone

2023792200

Tax Period

2023-01-01 to 2023-12-31

CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS CENTER FOR FINANCIAL PLANNING, founded in 1985, is a community nonprofit in the Community Improvement sector that reported $4.5M in total revenue in fiscal year 2023. Revenue fell 91% from the prior year — a significant decline worth monitoring. Expenses of $7.5M exceeded revenue, resulting in a 68% operating deficit.

Mission

ADVANCE COMPETENT AND ETHICAL FINANCIAL PLANNING AND EXPAND CFP PROFESSIONAL DIVERSITY FOR THE BENEFIT OF THE PUBLIC.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,939,817

Program Service Revenue $10,647

Investment Income $1,016,466

Other Revenue $1,503,792

TOTAL REVENUE $4,470,722

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,434,958

Fundraising Expenses $361,837

Program Expenses $5,201,307

Other Expenses $5,085,373

TOTAL EXPENSES $7,520,331

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,470,722	$48,603,332	-0.9%
Expenses	$7,520,331	$53,430,544	-0.9%
Net Income	$-3,049,609	$-4,827,212	-0.4%

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

153

Volunteers

387

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

$3,022,022

Total Directors

Key Employees

$2,330,731

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAN MOISAND CFP	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
MATT BOERSEN CFP CFA	BOARD MEMBER	2.00	Director	$0	$0	$0
ELIZABETH K MILLER CFP CFA	BOARD MEMBER	2.00	Director	$0	$0	$0
ANERI JAMBUSARIA CFP MBA	BOARD MEMBER	2.00	Director	$0	$0	$0
RICK SHERLOCK	BOARD MEMBER	2.00	Director	$0	$0	$0
NANCY SMITH JD	BOARD MEMBER	2.00	Director	$0	$0	$0
TERRI KALLSEN CFP	BOARD MEMBER	2.00	Director	$0	$0	$0
LOUIS BARAJAS CFP MBA	BOARD MEMBER	2.00	Director	$0	$0	$0
PETER ROHR CFP	BOARD MEMBER	2.00	Director	$0	$0	$0
MARTIN SEAY PH D CFP	BOARD MEMBER	2.00	Director	$0	$0	$0
MARGUERITA CHENG CFP	BOARD MEMBER	2.00	Director	$0	$0	$0
RICHARD SHAW CFP MBA	BOARD MEMBER	2.00	Director	$0	$0	$0
ROBERTA KARMEL	BOARD MEMBER	2.00	Director	$0	$0	$0
ALEX ROZMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
KEVIN KELLER	CHIEF EXECUTIVE OFFICER	5.00	Officer	$1,628,423	$182,811	$1,811,234
LEO RYDZEWSKI	GENERAL COUNSEL	5.00	Officer	$612,833	$115,226	$728,059
KEVIN YEA	CHIEF FINANCIAL OFFICER	5.00	Officer	$384,505	$98,224	$482,729
ROGER MYERS JR	STRATEGIC ADVISOR	1.00	Key Emp	$369,064	$32,876	$401,940
ELIZABETH STEWART	CHIEF OPERATING OFFICER	5.00	Key Emp	$550,284	$117,661	$667,945
MAUREEN THOMPSON	VP OF PUBLIC POLICY	5.00	Key Emp	$452,632	$29,453	$482,085
CATHERINE HEALY	MANAGING DIRECTOR	40.00	Key Emp	$188,457	$23,326	$211,783
THOMAS SPORKIN	MANAGING DIRECTOR	5.00	Key Emp	$447,657	$119,321	$566,978
JOHN LOPER	MANAGING DIRECTOR	5.00	Highest	$276,758	$47,305	$324,063
ERIN KOEPPEL	MANAGING DIRECTOR	5.00	Highest	$304,982	$34,616	$339,598
ADAM ZAJAC	DIRECTOR	5.00	Highest	$291,635	$23,538	$315,173
JAMES KATSAOUNIS	MANAGING DIRECTOR	5.00	Highest	$300,028	$38,710	$338,738
JOSEPH MAUGERI	MANAGING DIRECTOR	5.00	Highest	$389,519	$86,084	$475,603

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	No data	No data	No data	No data
2023	$4,470,722	$7,520,331	$54,254,908	$-3,049,609
2022	$48,603,332	$53,430,544	$82,364,201	$-4,827,212
2021	$49,028,168	$46,322,632	$72,477,411	$2,705,536
2020	$42,966,550	$44,341,055	$64,603,052	$-1,374,505
2019	$44,473,594	$41,086,466	$59,426,348	$3,387,128
2019	$44,473,594	$41,086,466	$59,426,348	$3,387,128
2018	$40,103,667	$38,754,114	$51,574,170	$1,349,553

CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS CENTER FOR FINANCIAL PLANNING