CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC (EIN 74-2385850)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-08
- IRS object ID
- 202403139349301815
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule N
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-08T10:16:16-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 NORTH GLEBE ROAD SUITE 200 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742385850 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CERTIFIED FINANCIAL PLANNER BOARD OF | BusinessNameLine1Txt |
| Business Name Line2 | STANDARDS CENTER FOR FINANCIAL PLANNING | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CERT | BusinessNameControlTxt |
| Phone | 2023792200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1425 K STREET NW 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN YEA CPA | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 2023792200 | PhoneNum |
| Signature | 2024-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT WILLIAMS | PreparerPersonNm |
| PTIN | P01345960 | PTIN |
| Phone | 5712279500 | PhoneNum |
| Preparation | 2024-11-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Principal Officer | KEVIN R KELLER CEO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1425 K STREET NW 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,344,580 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CFP.NET | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | ADVANCE COMPETENT AND ETHICAL FINANCIAL PLANNING AND EXPAND CFP PROFESSIONAL DIVERSITY FOR THE BENEFIT OF THE PUBLIC. | ActivityOrMissionDesc |
| Contract Termination | Yes (X) | ContractTerminationInd |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 153 | TotalEmployeeCnt |
| Total Volunteers | 387 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,048,027 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,939,817 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $46,121,710 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,647 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$647,903 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,016,466 | CYInvestmentIncomeAmt |
| PY Other Revenue | $81,498 | PYOtherRevenueAmt |
| CY Other Revenue | $1,503,792 | CYOtherRevenueAmt |
| PY Total Revenue | $48,603,332 | PYTotalRevenueAmt |
| CY Total Revenue | $4,470,722 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $16,581,444 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,434,958 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $13,076 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $361,837 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $36,836,024 | PYOtherExpensesAmt |
| CY Other Expenses | $5,085,373 | CYOtherExpensesAmt |
| PY Total Expenses | $53,430,544 | PYTotalExpensesAmt |
| CY Total Expenses | $7,520,331 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,827,212 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,049,609 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $82,364,201 | TotalAssetsBOYAmt |
| Total Assets EOY | $54,254,908 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $51,077,254 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,923,562 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $31,286,947 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $32,331,346 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | " 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $4,922,976 | ExpenseAmt |
| Revenue | $1,847,785 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $278,331 | ExpenseAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,201,307 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | Yes (1) | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 100 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 153 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEVIN YEA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2023792260 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1425 K STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| DAN MOISAND CFP | |||||||||
| BOARD CHAIR | 2.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MATT BOERSEN CFP CFA | |||||||||
| BOARD MEMBER | 2.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH K MILLER CFP CFA | |||||||||
| BOARD MEMBER | 2.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ANERI JAMBUSARIA CFP MBA | |||||||||
| BOARD MEMBER | 2.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| RICK SHERLOCK | |||||||||
| BOARD MEMBER | 2.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| NANCY SMITH JD | |||||||||
| BOARD MEMBER | 2.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| TERRI KALLSEN CFP | |||||||||
| BOARD MEMBER | 2.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| LOUIS BARAJAS CFP MBA | |||||||||
| BOARD MEMBER | 2.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER ROHR CFP | |||||||||
| BOARD MEMBER | 2.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| MARTIN SEAY PH D CFP | |||||||||
| BOARD MEMBER | 2.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| MARGUERITA CHENG CFP | |||||||||
| BOARD MEMBER | 2.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD SHAW CFP MBA | |||||||||
| BOARD MEMBER | 2.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERTA KARMEL | |||||||||
| BOARD MEMBER | 2.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEX ROZMAN | |||||||||
| BOARD MEMBER | 2.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN KELLER | |||||||||
| CHIEF EXECUTIVE OFFICER | 5.00 | 40.00 | Yes (X) | $1,628,423 | $0 | $182,811 | |||
| LEO RYDZEWSKI | |||||||||
| GENERAL COUNSEL | 5.00 | 40.00 | Yes (X) | $612,833 | $0 | $115,226 | |||
| KEVIN YEA | |||||||||
| CHIEF FINANCIAL OFFICER | 5.00 | 40.00 | Yes (X) | $384,505 | $0 | $98,224 | |||
| ROGER MYERS JR | |||||||||
| STRATEGIC ADVISOR | 1.00 | 8.00 | $369,064 | $0 | $32,876 | Yes (X) | |||
| ELIZABETH STEWART | |||||||||
| CHIEF OPERATING OFFICER | 5.00 | 40.00 | $550,284 | $0 | $117,661 | Yes (X) | |||
| MAUREEN THOMPSON | |||||||||
| VP OF PUBLIC POLICY | 5.00 | 40.00 | $452,632 | $0 | $29,453 | Yes (X) | |||
| CATHERINE HEALY | |||||||||
| MANAGING DIRECTOR | 40.00 | 5.00 | $188,457 | $0 | $23,326 | Yes (X) | |||
| THOMAS SPORKIN | |||||||||
| MANAGING DIRECTOR | 5.00 | 40.00 | $447,657 | $0 | $119,321 | Yes (X) | |||
| JOHN LOPER | |||||||||
| MANAGING DIRECTOR | 5.00 | 40.00 | $276,758 | $0 | $47,305 | Yes (X) | |||
| ERIN KOEPPEL | |||||||||
| MANAGING DIRECTOR | 5.00 | 40.00 | $304,982 | $0 | $34,616 | Yes (X) | |||
| ADAM ZAJAC | |||||||||
| DIRECTOR | 5.00 | 40.00 | $291,635 | $0 | $23,538 | Yes (X) | |||
| JAMES KATSAOUNIS | |||||||||
| MANAGING DIRECTOR | 5.00 | 40.00 | $300,028 | $0 | $38,710 | Yes (X) | |||
| JOSEPH MAUGERI | |||||||||
| MANAGING DIRECTOR | 5.00 | 40.00 | $389,519 | $0 | $86,084 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,196,777 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $949,151 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 47 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE BUNTIN GROUP INC | |||||
| 230 WILLOW STREET | NASHVILLE | TN | 37210 | ADVERTISING | $14,537,839 |
| MARKETING GENERAL INC | |||||
| 625 NORTH WASHINGTON STREET SUITE 4 | ALEXANDRIA | VA | 22314 | MARKETING SERVICES | $1,150,075 |
| PROMETRIC INC | |||||
| 1501 SOUTH CLINTON STREET | BALTIMORE | MD | 21224 | TESTING SERVICES | $1,065,080 |
| ABILA INC | |||||
| 9620 EXECUTIVE CENTER DR N 200 | ST PETERSBURG | FL | 33702 | SOFTWARE DEVELOPMENT | $653,508 |
| CMGPARTNERS | |||||
| 359 BLACKWELL ST SUITE 240 | DURHAM | NC | 27701 | CONSULTING | $623,076 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 43 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $299,799 | FundraisingAmt |
| Related Organizations | $186,643 | RelatedOrganizationsAmt |
| All Other Contributions | $1,453,375 | AllOtherContributionsAmt |
| Noncash Contributions | $125,485 | NoncashContributionsAmt |
| Total Contributions | $1,939,817 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EDUCATIONAL FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $10,647 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,647 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,647 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $901,488 | TotalRevenueColumnAmt |
| Exclusion | $901,488 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,837,138 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,837,138 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,945,194 | SecuritiesAmt |
| Other | $446,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,276,216 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$331,022 | SecuritiesAmt |
| Other | $446,000 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $114,978 | TotalRevenueColumnAmt |
| Exclusion | $114,978 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $91,200 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $299,799 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $597,642 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$506,442 | TotalRevenueColumnAmt |
| Exclusion | -$506,442 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SHARED SERVICE REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $173,096 | TotalRevenueColumnAmt |
| Exclusion | $173,096 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $173,096 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,470,722 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,847,785 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $683,120 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,783 | TotalAmt |
| Program Services | $116,481 | ProgramServicesAmt |
| Management And General | $84,713 | ManagementAndGeneralAmt |
| Fundraising | $10,589 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,742,613 | TotalAmt |
| Program Services | $1,596,465 | ProgramServicesAmt |
| Management And General | $46,121 | ManagementAndGeneralAmt |
| Fundraising | $100,027 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,146 | TotalAmt |
| Program Services | $171,037 | ProgramServicesAmt |
| Management And General | $13,064 | ManagementAndGeneralAmt |
| Fundraising | $11,045 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,600 | TotalAmt |
| Program Services | $116,218 | ProgramServicesAmt |
| Management And General | $8,877 | ManagementAndGeneralAmt |
| Fundraising | $7,505 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,816 | TotalAmt |
| Program Services | $133,937 | ProgramServicesAmt |
| Management And General | $10,230 | ManagementAndGeneralAmt |
| Fundraising | $8,649 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,892 | TotalAmt |
| Program Services | $13,589 | ProgramServicesAmt |
| Management And General | $3,650 | ManagementAndGeneralAmt |
| Fundraising | $1,653 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,801 | TotalAmt |
| Management And General | $9,801 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,008,731 | TotalAmt |
| Program Services | $1,679,506 | ProgramServicesAmt |
| Management And General | $117,216 | ManagementAndGeneralAmt |
| Fundraising | $212,009 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,353 | TotalAmt |
| Program Services | $2,027 | ProgramServicesAmt |
| Management And General | $1,326 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,498 | TotalAmt |
| Program Services | $122,566 | ProgramServicesAmt |
| Management And General | $71,303 | ManagementAndGeneralAmt |
| Fundraising | $3,629 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,432 | TotalAmt |
| Management And General | $44,432 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,881 | TotalAmt |
| Program Services | $119,881 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,838 | TotalAmt |
| Program Services | $138,664 | ProgramServicesAmt |
| Management And General | $22,416 | ManagementAndGeneralAmt |
| Fundraising | $758 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,400 | TotalAmt |
| Program Services | $341,940 | ProgramServicesAmt |
| Management And General | $5,938 | ManagementAndGeneralAmt |
| Fundraising | $522 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,077 | TotalAmt |
| Program Services | $88,810 | ProgramServicesAmt |
| Management And General | $816 | ManagementAndGeneralAmt |
| Fundraising | $5,451 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| SHARED SERVICES | $1,485,194 | $1,485,194 | |
| RECOGNITION, AWARDS & G | $511,574 | $511,574 | |
| PROFESSIONAL DUES | $39,852 | $2,455 | $37,397 |
| BAD DEBT | $26,355 | $26,355 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,495 | TotalAmt |
| Program Services | $11,215 | ProgramServicesAmt |
| Management And General | $3,280 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,520,331 | TotalAmt |
| Program Services | $5,201,307 | ProgramServicesAmt |
| Management And General | $1,957,187 | ManagementAndGeneralAmt |
| Fundraising | $361,837 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,206,126 | TotalAmt |
| Program Services | $844,289 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $361,837 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,467,368 | BOYAmt |
| EOY | $7,697,369 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,112,411 | BOYAmt |
| EOY | $4,522,735 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,730,750 | BOYAmt |
| EOY | $2,257,893 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $360,973 | BOYAmt |
| EOY | $25,689 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $614,496 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $67,643 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $55,414 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,300,791 | BOYAmt |
| EOY | $12,229 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,649,148 | BOYAmt |
| EOY | $28,161,946 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,796,739 | BOYAmt |
| EOY | $6,586,987 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,331,525 | BOYAmt |
| EOY | $4,990,060 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,364,201 | BOYAmt |
| EOY | $54,254,908 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,095,109 | BOYAmt |
| EOY | $3,561,089 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,096,920 | BOYAmt |
| EOY | $5,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,624 | BOYAmt |
| EOY | $27,985 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,859,601 | BOYAmt |
| EOY | $18,329,488 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,077,254 | BOYAmt |
| EOY | $21,923,562 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,756,897 | BOYAmt |
| EOY | $33,162,317 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,530,050 | BOYAmt |
| EOY | -$830,971 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,286,947 | BOYAmt |
| EOY | $32,331,346 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,364,201 | BOYAmt |
| EOY | $54,254,908 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,049,609 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,094,008 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,496,123 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,015,723 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,937,496 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,048,027 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,939,817 | CurrentTaxYearAmt |
| Total | $12,437,186 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,299,821 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,782,653 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,968,620 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,571,496 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,647 | CurrentTaxYearAmt |
| Total | $167,633,237 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,795,944 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,798,376 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,906,116 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,619,523 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,950,464 | CurrentTaxYearAmt |
| Total | $180,070,423 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $249,800 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $478,625 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,343,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,432,887 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $239,326 | CurrentTaxYearAmt |
| Total | $4,743,638 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $249,800 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $478,625 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,343,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,432,887 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $239,326 | CurrentTaxYearAmt |
| Total | $4,743,638 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $175,326,785 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,134,148 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,011,626 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $939,983 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,081,717 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,033,597 | CurrentTaxYearAmt |
| Total | $5,201,071 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,134,148 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,011,626 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $939,983 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,081,717 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,033,597 | CurrentTaxYearAmt |
| Total | $5,201,071 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $1,877,825 | CurrentTaxYearAmt |
| Total | $1,877,825 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,930,092 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,810,002 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,846,099 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,701,240 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,861,886 | CurrentTaxYearAmt |
| Total | $187,149,319 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93680 | PublicSupportCY509Pct |
| Public Support PY509 | 0.95610 | PublicSupportPY509Pct |
| Investment Income CY | 0.02780 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02340 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | INTERCOMPANY ROYALTY INCOME - 2023 AMOUNT: $ 1,704,729. SHARED SERVICE REVENUE - 2023 AMOUNT: $ 173,096. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $5,201,307 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $5,201,307 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $410,065 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $102,516 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $410,065 | CurrentYearAmt |
| Total | $3,410,065 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,115,098 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $192,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $178,560 | CurrentYearMinus2Amt |
| Current Year Minus1 | $144,000 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $514,560 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $102,516 | CurrentYearAmt |
| Total | $852,516 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,278,774 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Beginning Balance | $25,624 | BeginningBalanceAmt |
| Additions During Year | $2,362 | AdditionsDuringYearAmt |
| Ending Balance | $27,986 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $67,643 | OtherCostOrOtherBasisAmt |
| Depreciation | $55,414 | DepreciationAmt |
| Book Value | $12,229 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $12,229 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ARCHIPELAGO HOLDINGS | $1,587,096 | F |
| STATE STREET | $1,600,585 | F |
| IRONWOOD INTERNATIONAL LTD | $3,399,306 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $6,586,987 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CFP CERTIFICATION MARK | $8,159 |
| DEFERRED COMPENSATION | $4,981,901 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,990,060 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $4,700,500 |
| INTERCOMPANY PAYABLE | $13,628,988 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $18,329,488 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE CENTER IS THE CUSTODIAN OF A SCHOLARSHIP FUND SETUP TO HELP AWARDEES PAY FOR EDUCATION COURSEWORK NEEDED FOR THE CFP EXAM AND TO BECOME A CFP PROFESSIONAL. TOM MOSER SCHOLARSHIP FUND PAYS OUT CERTIFICATION AND EXAM EXPENSES TO SCHOLARSHIP RECIPIENT ON BEHALF OF CORPORATE DONOR. |
| PART X, LINE 2: | THE CENTER IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE IRC AND HAS BEEN CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. UNDER PROVISIONS OF THE IRC SECTION 501(C)(3), AND APPLICABLE STATE REGULATIONS, THE ORGANIZATION IS EXEMPT FROM TAXES EXCEPT FOR UNRELATED BUSINESS INCOME. FOR CONSOLIDATED FINANCIAL STATEMENT PURPOSES, THE ORGANIZATION IS REQUIRED TO RECORD A LIABILITY FOR ANY MATERIAL TAX POSITION TAKEN WHICH DOES NOT MEET THE MINIMUM THRESHOLDS OF MORE LIKELY THAN NOT TO BE SUCCESSFUL UNDER REGULATORY CHALLENGE. NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED IN 2023 OR 2022, SINCE MANAGEMENT BELIEVES THERE ARE NO MATERIAL UNRELATED BUSINESS INCOME OR MATERIAL UNCERTAIN TAX POSITIONS REQUIRING THE RECOGNITION OF A LIABILITY. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | 50TH ANNIVERSARY CELEBRATION | Event1Nm |
| Gross Receipts Event1 | $390,999 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $299,799 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $91,200 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $45,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $125,919 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $12,900 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $413,823 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $390,999 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $299,799 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $91,200 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $45,000 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $125,919 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $12,900 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $413,823 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $597,642 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$506,442 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KEVIN KELLER | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $706,862 | $0 | $356,870 | $0 | $564,691 | $0 | $142,300 | $0 | $40,511 | $0 | $1,811,234 | $0 | $564,691 | $0 |
| LEO RYDZEWSKI | ||||||||||||||
| GENERAL COUNSEL | $461,644 | $0 | $72,000 | $0 | $79,189 | $0 | $110,400 | $0 | $4,826 | $0 | $728,059 | $0 | $79,189 | $0 |
| ELIZABETH STEWART | ||||||||||||||
| CHIEF OPERATING OFFICER | $399,095 | $0 | $72,000 | $0 | $79,189 | $0 | $93,750 | $0 | $23,911 | $0 | $667,945 | $0 | $79,189 | $0 |
| THOMAS SPORKIN | ||||||||||||||
| MANAGING DIRECTOR | $375,657 | $0 | $72,000 | $0 | $0 | $0 | $97,635 | $0 | $21,686 | $0 | $566,978 | $0 | $0 | $0 |
| KEVIN YEA | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $334,505 | $0 | $50,000 | $0 | $0 | $0 | $89,355 | $0 | $8,869 | $0 | $482,729 | $0 | $0 | $0 |
| MAUREEN THOMPSON | ||||||||||||||
| VP OF PUBLIC POLICY | $195,774 | $0 | $40,000 | $0 | $216,858 | $0 | $25,752 | $0 | $3,701 | $0 | $482,085 | $0 | $216,858 | $0 |
| JOSEPH MAUGERI | ||||||||||||||
| MANAGING DIRECTOR | $278,956 | $0 | $53,999 | $0 | $56,564 | $0 | $67,424 | $0 | $18,660 | $0 | $475,603 | $0 | $56,564 | $0 |
| ROGER MYERS JR | ||||||||||||||
| STRATEGIC ADVISOR | $11,434 | $0 | $58,218 | $0 | $299,412 | $0 | $31,050 | $0 | $1,826 | $0 | $401,940 | $0 | $299,412 | $0 |
| ERIN KOEPPEL | ||||||||||||||
| MANAGING DIRECTOR | $263,751 | $0 | $41,231 | $0 | $0 | $0 | $29,449 | $0 | $5,167 | $0 | $339,598 | $0 | $0 | $0 |
| JAMES KATSAOUNIS | ||||||||||||||
| MANAGING DIRECTOR | $255,778 | $0 | $44,250 | $0 | $0 | $0 | $29,156 | $0 | $9,554 | $0 | $338,738 | $0 | $0 | $0 |
| JOHN LOPER | ||||||||||||||
| MANAGING DIRECTOR | $237,162 | $0 | $39,596 | $0 | $0 | $0 | $28,126 | $0 | $19,179 | $0 | $324,063 | $0 | $0 | $0 |
| ADAM ZAJAC | ||||||||||||||
| DIRECTOR | $250,592 | $0 | $41,043 | $0 | $0 | $0 | $17,368 | $0 | $6,170 | $0 | $315,173 | $0 | $0 | $0 |
| CATHERINE HEALY | ||||||||||||||
| MANAGING DIRECTOR | $176,457 | $0 | $12,000 | $0 | $0 | $0 | $17,385 | $0 | $5,941 | $0 | $211,783 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | 457(F) PLAN - ALL APPROVED EXECUTIVES PARTICIPATE IN THE PLAN. A NON-QUALIFIED DEFERRED COMPENSATION PLAN IS MAINTAINED IN ACCORDANCE WITH SECTION 457(F) OF THE INTERNAL REVENUE CODE FOR THE BENEFIT OF THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER (CEO) AND APPROVED EXECUTIVES. UNDER THE TERMS OF THE PLAN, BEGINNING JANUARY 1 OF EACH CALENDAR YEAR, EXECUTIVES WHO WERE EMPLOYED AT THE ORGANIZATION IN THE PREVIOUS CALENDAR YEAR MAY EARN A COMPENSATION AWARD AS DETERMINED BY THE CEO. SUCH A COMPENSATION AWARD IS ALSO REVIEWED BY THE CEO OVERSIGHT AND COMPENSATION COMMITTEE. THE CEO MAY EARN AN ADDITIONAL AMOUNT AS DETERMINED BY THE BOARD OF DIRECTORS. THE CEO'S DEFERRED COMPENSATION IS VESTED AND PAID OUT IN ACCORDANCE WITH THE TERMS OF HIS CONTRACT. EACH DEFERRED COMPENSATION AWARD FOR ALL OTHER APPROVED EXECUTIVES IS GENERALLY VESTED THREE YEARS FROM THE GRANT DATE. UPON VESTING THE AWARD IS PAID OUT TO THE EXECUTIVE. THE AWARD IS AT RISK OF FORFEITURE UNTIL IT IS FULLY VESTED. THE CASH DISTRIBUTION AMOUNTS REFLECTED ON THE SECOND LIST OF THE FOLLOWING PAGE WERE AWARDED PREVIOUSLY AND MET THE VESTING REQUIREMENTS DURING THE YEAR IN WHICH THEY WERE PAID OUT. THE FOLLOWING EXECUTIVES PARTICIPATED IN THE PLAN: NAME TITLE AMOUNT KEVIN R. KELLER CHIEF EXECUTIVE OFFICER $100,000 KEVIN YEA CHIEF FINANCIAL OFFICER $58,305 JOSEPH MAUGERI MANAGING DIRECTOR $36,374 LEO RYDZEWSKI GENERAL COUNSEL $79,350 ELIZABETH STEWART CHIEF OPERATING OFFICER $62,700 THOMAS SPORKIN MANAGING DIRECTOR $66,585 THE FOLLOWING EXECUTIVES RECEIVED A 457F CASH DISTRIBUTION: NAME TITLE AMOUNT KEVIN R. KELLER CHIEF EXECUTIVE OFFICER $564,691 ROGER MYERS STRATEGIC ADVISOR $299,412 JOSEPH MAUGERI MANAGING DIRECTOR $56,564 LEO RYDZEWSKI GENERAL COUNSEL $79,189 ELIZABETH STEWART CHIEF OPERATING OFFICER $79,189 MAUREEN THOMPSON VP OF PUBLIC POLICY $216,858 | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $125,485 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule N IRS990ScheduleN
Disposition Of Assets Detail DispositionOfAssetsDetail (19 entries)
| Assets Distri Or Expnss PaidAssetsDistriOrExpnssPaidDesc | DistributionDistributionDt | Fair Market Value Of AssetFairMarketValueOfAssetAmt | Method Of FMV DeterminationMethodOfFMVDeterminationTxt | EINEIN | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionTxt |
|---|---|---|---|---|---|---|---|---|---|
| CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC | |||||||||
| ACCOUNTS RECEIVABLE, NET | 2023-01-23 | $6,872 | BOOK VALUE | 352787547 | 1425 K STREET NW SUITE 800 | WASHINGTON | DC | 20005 | 501(C)(6) |
| CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC | |||||||||
| FURNITURE & FIXTURES | 2023-01-23 | $70,064 | BOOK VALUE | 352787548 | 1426 K STREET NW SUITE 800 | WASHINGTON | DC | 20005 | 501(C)(6) |
| CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC | |||||||||
| ARTWORK | 2023-01-23 | $35,442 | BOOK VALUE | 352787549 | 1427 K STREET NW SUITE 800 | WASHINGTON | DC | 20005 | 501(C)(6) |
| CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC | |||||||||
| OFFICE EQUIPMENT | 2023-01-23 | $166,549 | BOOK VALUE | 352787550 | 1428 K STREET NW SUITE 800 | WASHINGTON | DC | 20005 | 501(C)(6) |
| CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC | |||||||||
| COMPUTER EQUIPMENT | 2023-01-23 | $140,854 | BOOK VALUE | 352787551 | 1429 K STREET NW SUITE 800 | WASHINGTON | DC | 20005 | 501(C)(6) |
| CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC | |||||||||
| SOFTWARE | 2023-01-23 | $587,356 | BOOK VALUE | 352787552 | 1430 K STREET NW SUITE 800 | WASHINGTON | DC | 20005 | 501(C)(6) |
| CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC | |||||||||
| LEASEHOLD IMPROVEMENTS | 2023-01-23 | $2,768,136 | BOOK VALUE | 352787553 | 1431 K STREET NW SUITE 800 | WASHINGTON | DC | 20005 | 501(C)(6) |
| CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC | |||||||||
| WEBSITE | 2023-01-23 | $182,437 | BOOK VALUE | 352787554 | 1432 K STREET NW SUITE 800 | WASHINGTON | DC | 20005 | 501(C)(6) |
| CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC | |||||||||
| CONSTRUCTION IN PROGRESS | 2023-01-23 | $1,236,721 | BOOK VALUE | 352787555 | 1433 K STREET NW SUITE 800 | WASHINGTON | DC | 20005 | 501(C)(6) |
| CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC | |||||||||
| TEST BANK | 2023-01-23 | $446,000 | BOOK VALUE | 352787556 | 1434 K STREET NW SUITE 800 | WASHINGTON | DC | 20005 | 501(C)(6) |
| CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC | |||||||||
| CURRENT DEPOSITS | 2023-01-23 | $21,892 | BOOK VALUE | 352787557 | 1435 K STREET NW SUITE 800 | WASHINGTON | DC | 20005 | 501(C)(6) |
| CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC | |||||||||
| PREPAID EXPENSES-OTHER | 2023-01-23 | $129,110 | BOOK VALUE | 352787558 | 1436 K STREET NW SUITE 800 | WASHINGTON | DC | 20005 | 501(C)(6) |
| CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC | |||||||||
| PREPAID INSURANCE | 2023-01-23 | $279,878 | BOOK VALUE | 352787559 | 1437 K STREET NW SUITE 800 | WASHINGTON | DC | 20005 | 501(C)(6) |
| CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC | |||||||||
| PREPAID MAINTENANCE AGREEMENTS | 2023-01-23 | $39,924 | BOOK VALUE | 352787560 | 1438 K STREET NW SUITE 800 | WASHINGTON | DC | 20005 | 501(C)(6) |
| CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC | |||||||||
| PREPAID RENT | 2023-01-23 | $143,556 | BOOK VALUE | 352787561 | 1439 K STREET NW SUITE 800 | WASHINGTON | DC | 20005 | 501(C)(6) |
| CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC | |||||||||
| PREPAID POSTAGE | 2023-01-23 | $135 | BOOK VALUE | 352787562 | 1440 K STREET NW SUITE 800 | WASHINGTON | DC | 20005 | 501(C)(6) |
| CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC | |||||||||
| OFFICE SECURITY DEPOSIT | 2023-01-23 | $152,190 | BOOK VALUE | 352787563 | 1441 K STREET NW SUITE 800 | WASHINGTON | DC | 20005 | 501(C)(6) |
| CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC | |||||||||
| FINANCING ROU | 2023-01-23 | $65,628 | BOOK VALUE | 352787564 | 1442 K STREET NW SUITE 800 | WASHINGTON | DC | 20005 | 501(C)(6) |
| CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC | |||||||||
| OPERATING ROU | 2023-01-23 | $13,975,771 | BOOK VALUE | 352787565 | 1443 K STREET NW SUITE 800 | WASHINGTON | DC | 20005 | 501(C)(6) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor2 | Yes (1) | DirectorOfSuccessor2Ind |
| Employee Of Successor2 | 0 | EmployeeOfSuccessor2Ind |
| Owner Of Successor2 | 0 | OwnerOfSuccessor2Ind |
| Receive Compensation2 | 0 | ReceiveCompensation2Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 2E: | PERSON(S) INVOLVED: DAN MORISAND, CFPMATT BOERSEN, CFP, CFAELIZABETH K. MILER, CFP, CFAANERI JAMBUSARIA, CFP, MBARICK SHERLOCKNANCY SMITH, JDTERRI KALLSEN, CFPLOUIS BARAJAS, CFP, MBAPETER ROHR, CFPMARTIN SEAY, PH. D, CFPMARGUERITA CHENG, CFPRICHARD SHAW, CFP, MBAROBERTA KARMELALEX ROZMAN |
| PART II, LINE 2E: | EXPLANATION OF INVOLVEMENT: ALL OF THE CENTER'S BOARD MEMBERS ALSO SERVE ON THE BOARD OF TRANFEREE ORGANIZATION CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | A RELATED 501C6 ORGANIZATION, CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC, BEGAN OPERATIONS IN 2023, ASSUMING RESPONSIBILITY FOR SEVERAL PROGRAM SERVICES PREVIOUSLY UNDERTAKEN BY THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY THE CPA FIRM CLIFTONLARSONALLEN LLP WITH SIGNIFICANT INPUT FROM CFP BOARD MANAGEMENT AND STAFF. IT IS THEN REVIEWED BY THE AUDIT COMMITTEE AND RISK COMMITTEE. ONCE THE AUDIT AND RISK COMMITTEE HAS APPROVED, THE FORM IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | CFP BOARD CENTER FOR FINANCIAL PLANNING ADDRESSES CONFLICTS OF INTEREST IN ITS EMPLOYEE HANDBOOK FOR EMPLOYEES AND VOLUNTEER AGREEMENT FOR VOLUNTEERS. CFP BOARD REQUIRES EMPLOYEES TO ADVISE THE DIRECTOR OF HUMAN RESOURCES, AND VOLUNTEERS TO NOTIFY CFP BOARD'S GENERAL COUNSEL, OF ANY TRANSACTION OR OTHER ACTIVITY THAT MIGHT PRESENT A CONFLICT OF INTEREST. STAFF CONFLICTS ARE REVIEWED BY THE HR DIRECTOR, AND VOLUNTEER CONFLICTS ARE REVIEWED BY EITHER THE GOVERNANCE COMMITTEE OR THE CEO, DEPENDING ON THE INDIVIDUAL INVOLVED. IN 2022, THE GOVERNANCE COMMITTEE REPORTED TO THE BOARD ON CONFLICTS THAT WERE REVIEWED WHERE ACTION WAS TAKEN AS WELL AS POTENTIAL CONFLICTS THAT WERE REVIEWED AND DETERMINED THAT WERE NOT ACTUAL OR PERCEIVED CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CEO OVERSIGHT AND COMPENSATION COMMITTEE ESTABLISHES AND MONITORS CEO COMPENSATION TO ENSURE THAT IT IS COMPETITIVE WITH OTHER NON-PROFIT INSTITUTIONS THAT FOCUS ON FINANCIAL SERVICES, LOCATED IN WASHINGTON, DC. THE COMMITTEE CONSISTS OF MEMBERS OF THE BOARD OF DIRECTORS AND DOES NOT INCLUDE THE CEO. THE COMMITTEE ENGAGED A COMPENSATION CONSULTANT TO EVALUATE THE CURRENT CEO SALARY AND STRUCTURE. THE CONSULTANT UTILIZED COMPARABLE DATA IN ORDER TO SUBSTANTIATE THEIR SALARY RECOMMENDATIONS FOR THE CEO. THIS PROCESS TOOK PLACE IN 2023. THE CEO ENGAGES A COMPENSATION CONSULTANT TO REVIEW AND EVALUATE OTHER OFFICER AND KEY EMPLOYEE SALARIES. THE CONSULTANT UTILIZED COMPARABLE DATA IN ORDER TO SUBSTANTIATE THEIR SALARY RECOMMENDATIONS FOR OTHER OFFICER AND KEY EMPLOYEE SALARIES. THIS PROCESS TOOK PLACE IN 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | CFP BOARD'S BYLAWS ARE AVAILABLE FOR DOWNLOAD FROM THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 520,952. MANAGEMENT AND GENERAL EXPENSES 113,503. FUNDRAISING EXPENSES 212,009. TOTAL EXPENSES 846,464. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 3,000. MANAGEMENT AND GENERAL EXPENSES 3,713. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,713. CONSULTING: PROGRAM SERVICE EXPENSES 662,762. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 662,762. RESEARCH: PROGRAM SERVICE EXPENSES 492,792. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 492,792. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1425 K STREET NW STE 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352787547 | EIN |
| Primary Activities | CERTIFICATION | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(6) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 10 | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | Yes (1) | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC | ||
| C | $186,643 | COST |
| CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC | ||
| D | $13,628,988 | COST |
| CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC | ||
| N | $1,485,193 | COST |
| CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC | ||
| O | $173,096 | COST |
| CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC | ||
| A | $1,704,729 | COST |