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 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.
" THE MISSION OF CFP BOARD CENTER FOR FINANCIAL PLANNING, A 501(C)(3) NONPROFIT ORGANIZATION, IS TO ADVANCE COMPETENT AND ETHICAL FINANCIAL PLANNING AND EXPAND CFP PROFESSIONAL DIVERSITY FOR THE BENEFIT OF THE PUBLIC.
ACADEMICS, SCHOLARSHIPS AND CONTENTCFP BOARD CENTER FOR FINANCIAL PLANNING ADMINISTERS SCHOLARSHIP PROGRAMS THAT ASSIST INDIVIDUALS ASPIRING TO BECOME A CFP PROFESSIONAL WITH COMPLETING THE EDUCATION...
ACADEMICS, SCHOLARSHIPS AND CONTENTCFP BOARD CENTER FOR FINANCIAL PLANNING ADMINISTERS SCHOLARSHIP PROGRAMS THAT ASSIST INDIVIDUALS ASPIRING TO BECOME A CFP PROFESSIONAL WITH COMPLETING THE EDUCATION AND EXAM REQUIREMENTS FOR CFP CERTIFICATION.THESE SCHOLARSHIPS ARE SUPPORTED BY THE GENEROUS DONATIONS OF SPONSORS AND DONORS WHO REALIZE THE BENEFIT OF CREATING A MORE DIVERSE AND SUSTAINABLE FINANCIAL PLANNING PROFESSION. EACH SCHOLARSHIP HAS DIFFERENT REQUIREMENTS, APPLICATION PROCESSES AND DEADLINES TO FOLLOW TO BE ELIGIBLE FOR CONSIDERATION.CFP BOARD CENTER FOR FINANCIAL PLANNING HAS A COMPREHENSIVE RESEARCH AGENDA THAT DEVELOPS DEEP AND LEADING INSIGHTS THAT ASSESS THE IMPACT OF FINANCIAL PLANNING ON CLIENTS' WELL-BEING, TRACK TRENDS, AND GAUGE PROFESSIONALS AND THE PUBLIC'S PERCEPTIONS ON CRITICAL FINANCIAL PLANNING TOPICS. IN 2023, CFP BOARD CENTER FOR FINANCIAL PLANNING COLLABORATED WITH 3 WELL-RESPECTED ACADEMIC RESEARCHERS TO DEVELOP A DEFINITION OF FINANCIAL WELL-BEING THAT WILL SERVE AS THE BASIS OF A 10-YEAR LONGITUDINAL STUDY, LAUNCHING IN 2024, THAT WILL TRACK THE IMPACT OF PROFESSIONAL FINANCIAL PLANNING ADVICE ON THE WELL-BEING OF INDIVIDUALS AND FAMILIES. ALSO IN 2023, CFP BOARD CENTER FOR FINANCIAL PLANNING PUBLISHED 3 SURVEY REPORTS FOCUSED ON AMERICANS' VIEW OF THEIR FINANCIAL PROSPECTS AND THE FINANCIAL PLANNING PROFESSION'S ROLE IN PROMOTING GREATER FINANCIAL WELL-BEING.
PROBONO-CFP BOARD CENTER FOR FINANCIAL PLANNING RECOGNIZES THAT PRO BONO FINANCIAL PLANNING NOT ONLY BENEFITS THOSE SERVED BUT ALSO ENHANCES THE PROFESSION AND HELPS BUILD THE FINANCIAL PLANNING...
PROBONO-CFP BOARD CENTER FOR FINANCIAL PLANNING RECOGNIZES THAT PRO BONO FINANCIAL PLANNING NOT ONLY BENEFITS THOSE SERVED BUT ALSO ENHANCES THE PROFESSION AND HELPS BUILD THE FINANCIAL PLANNING WORKFORCE OF THE FUTURE. CFP BOARD CENTER FOR FINANCIAL PLANNING PARTNERS WITH THE FOUNDATION FOR FINANCIAL PLANNING TO HELP MAKE PRO BONO OPPORTUNITIES, TRAINING AND RESOURCES AVAILABLE TO ALL CFP PROFESSIONALS.15,504 CFP PROFESSIONALS REPORTED 330,192 HOURS OF PRO BONO FINANCIAL PLANNING IN 2023 AND OUR GOAL IS TO GROW THE NUMBER OF CFP PROFESSIONALS PROVIDING PRO BONO SERVICE TO OVER 25,000 BY THE END OF 2026.
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 | $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% |
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 | 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 |
| 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 |
Compare CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS CENTER FOR FINANCIAL PLANNING with other nonprofits in District of Columbia and across the country.