CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC (EIN 74-2385850)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-11-02
IRS object ID: 202333069349303358
Schema version: 2022v5.0
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 O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-11-02T19:24:47-05:00	ReturnTs
Tax Period End	2022-12-31	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	2022-01-01	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 INC	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	PersonNm
Person Title	CHIEF FINANCIAL OFFICER	PersonTitleTxt
Phone	2023792200	PhoneNum
Signature	2023-11-01	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	KEVIN	PersonFirstNm
Person Last	YEA	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

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	2023-11-01	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	KEVIN R KELLER	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	$69,274,478	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	BENEFIT THE PUBLIC BY GRANTING THE CFP CERTIFICATION FOR PERSONAL & ETHICAL FINANCIAL PLANNING.	ActivityOrMissionDesc
Voting Members Governing Body	16	VotingMembersGoverningBodyCnt
Voting Members Independent	16	VotingMembersIndependentCnt
Total Employee	135	TotalEmployeeCnt
Total Volunteers	823	TotalVolunteersCnt
Total Gross UBI	$591,371	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$3,937,496	PYContributionsGrantsAmt
CY Contributions Grants	$3,048,027	CYContributionsGrantsAmt
PY Program Service Revenue	$43,446,369	PYProgramServiceRevenueAmt
CY Program Service Revenue	$46,121,710	CYProgramServiceRevenueAmt
PY Investment Income	$1,637,628	PYInvestmentIncomeAmt
CY Investment Income	-$647,903	CYInvestmentIncomeAmt
PY Other Revenue	$6,675	PYOtherRevenueAmt
CY Other Revenue	$81,498	CYOtherRevenueAmt
PY Total Revenue	$49,028,168	PYTotalRevenueAmt
CY Total Revenue	$48,603,332	CYTotalRevenueAmt
PY Grants And Similar Paid	$30,000	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	$15,582,078	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$16,581,444	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$27,202	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$13,076	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$240,415	CYTotalFundraisingExpenseAmt
PY Other Expenses	$30,683,352	PYOtherExpensesAmt
CY Other Expenses	$36,836,024	CYOtherExpensesAmt
PY Total Expenses	$46,322,632	PYTotalExpensesAmt
CY Total Expenses	$53,430,544	CYTotalExpensesAmt
PY Revenues Less Expenses	$2,705,536	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$4,827,212	CYRevenuesLessExpensesAmt
Total Assets BOY	$72,477,411	TotalAssetsBOYAmt
Total Assets EOY	$82,364,201	TotalAssetsEOYAmt
Total Liabilities BOY	$31,418,688	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$51,077,254	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$41,058,723	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$31,286,947	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TO BENEFIT THE PUBLIC BY GRANTING THE CFP CERTIFICATION AND UPHOLDING IT AS THE STANDARD OF EXCELLENCE FOR COMPETENT AND ETHICAL PERSONAL FINANCIAL PLANNING. CFP BOARD'S CURRENT STRATEGIC PLAN FOCUSES ON FIVE STRATEGIC PRIORITIES: STANDARDS & CERTIFICATION, ACCESS, AWARENESS, COMMUNITY & REGULATORY ENGAGEMENT, AND WORKFORCE.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$14,006,057	ExpenseAmt
Revenue	$14,006,059	RevenueAmt
Desc	PUBLIC AWARENESS CAMPAIGN: ONE OF THE CFP BOARD'S STRATEGIC PRIORITIES IS TO BUILD THE PUBLIC AWARENESS OF THE CFP CERTIFICATION. IN PURSUIT OF THIS PRIORITY, CFP BOARD HAS DEVELOPED AND IMPLEMENTED A PUBLIC AWARENESS CAMPAIGN THAT INCLUDES A MIX OF BROADCAST, CABLE AND STREAMING TELEVISION, RADIO, SOCIAL MEDIA, ONLINE ADVERTISING, AND MEDIA SPONSORSHIP. ADDITIONALLY, CFP BOARD IS MAINTAINING AND REGULARLY UPDATING RELEVANT CONTENT ON LETSMAKEAPLAN.ORG, A CONSUMER-TARGETED WEBSITE DEVELOPED TO INCREASE THE PUBLIC'S AWARENESS AND UNDERSTANDING OF THE VALUE OF FINANCIAL PLANNING AND HOW A CFP PROFESSIONAL CAN HELP IMPROVE FINANCIAL WELL-BEING. SINCE ITS LAUNCH IN 2011, OUR CAMPAIGN HAS INCREASED THE AWARENESS OF CFP CERTIFICATION AMONG OUR TARGET AUDIENCE WITH AN OVERWHELMING MAJORITY STATING THAT THEY HAVE HEARD OF THE DESIGNATION.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$10,512,754	ExpenseAmt
Revenue	$158,500	RevenueAmt
Desc	ENFORCEMENT OF PROFESSIONAL STANDARDS: AS A CONDITION TO CERTIFICATION, ALL CFP PROFESSIONALS AGREE TO ABIDE BY CFP BOARD'S CODE OF ETHICS AND STANDARDS OF CONDUCT AND PREDECESSOR VERSIONS (CODE AND STANDARDS), WHICH INCLUDES THE PRACTICE STANDARDS FOR THE FINANCIAL PLANNING PROCESS. THE CODE AND STANDARDS BECAME EFFECTIVE ON OCTOBER 1, 2019 WITH AN ENFORCEMENT DATE OF JUNE 30, 2020, REPLACING CFP BOARD'S PRIOR ETHICAL STANDARDS SET FORTH IN THE STANDARDS OF PROFESSIONAL CONDUCT (STANDARDS) BOOKLET. CFP BOARD FORMED A STANDARDS RESOURCE COMMISSION (SRC) TO DEVELOP GUIDANCE FOR CFP PROFESSIONALS AND THEIR FIRMS REGARDING THE CODE AND STANDARDS. THE SRC BEGAN TO PUBLISH GUIDANCE MATERIALS REGARDING THE CODE AND STANDARDS IN 2018, AND ITS WORK CONTINUED THROUGHOUT 2022. CFP BOARD HAS ESTABLISHED A FAIR PROCESS FOR ENFORCING CFP BOARD'S CODE AND STANDARDS (AND THE PREDECESSOR STANDARDS). THIS PROCESS IS SET FORTH IN THE PROCEDURAL RULES, WHICH CFP BOARD REVISED EFFECTIVE FEBRUARY 21, 2022. FIRST, CFP BOARD SEEKS TO DETECT POTENTIAL MISCONDUCT. CFP BOARD RECEIVES COMPLAINTS (GRIEVANCES) FROM CONSUMERS AND OTHER INDIVIDUALS AND CONDUCTS BACKGROUND CHECKS THAT INVOLVE A REVIEW OF BROKERCHECK, THE INVESTMENT ADVISER PUBLIC DISCLOSURE DATABASE, STATE INSURANCE AND SECURITIES REGULATORY DATABASES, AND OTHER PUBLIC RECORDS TO DETECT POTENTIAL MISCONDUCT. CFP BOARD PERFORMS BACKGROUND CHECKS ON THOSE SEEKING CFP CERTIFICATION, CFP PROFESSIONALS, AND THOSE SEEKING REINSTATEMENT OF THEIR CFP CERTIFICATION. BEGINNING IN 2019 AND CONTINUING THROUGH 2022, CFP BOARD CONTINUOUSLY REVIEWS THESE PUBLIC SOURCES TO DETECT POTENTIAL MISCONDUCT BY CFP PROFESSIONALS. IN 2022, THESE DETECTION EFFORTS RESULTED IN CFP BOARD STAFF OPENING 907 INVESTIGATIONS. SECOND, CFP BOARD INVESTIGATES POTENTIAL MISCONDUCT. CFP BOARD PROVIDES NOTICE TO THOSE WHO ARE UNDER INVESTIGATION, IDENTIFIES THE GENERAL NATURE OF THE INVESTIGATION, AND OFFERS THEM AN OPPORTUNITY TO RESPOND. AT THE CONCLUSION OF THE INVESTIGATION, CFP BOARD MAKES A PROBABLE CAUSE DETERMINATION AS TO WHETHER GROUNDS FOR SANCTIONS EXIST. CFP BOARD MAY ISSUE A COMPLAINT THAT SETS FORTH THE GROUNDS FOR SANCTIONS, INCLUDING A DETAILED FACTUAL DESCRIPTION OF THE CONDUCT AND A SPECIFIC STATEMENT OF THE ALLEGED VIOLATION. THE RESPONDENT HAS AN OPPORTUNITY TO RESPOND, TO SUBMIT DOCUMENTS, TO FILE MOTIONS, TO PRODUCE AND CROSS-EXAMINE WITNESSES, AND TO BE REPRESENTED BY COUNSEL AT A HEARING ON THE RECORD. CFP BOARD STAFF ISSUES AN ADMINISTRATIVE SUSPENSION OR REVOCATION WHEN A RESPONDENT FAILS TO RESPOND TO A COMPLAINT. THIRD, WHEN A RESPONDENT RESPONDS TO THE COMPLAINT, CFP BOARD'S DISCIPLINARY AND ETHICS COMMISSION (DEC), A PEER-REVIEW BODY MADE UP OF CFP PROFESSIONALS AND PUBLIC MEMBERS, ADJUDICATES EACH MATTER AND DETERMINES WHETHER THE RESPONDENT VIOLATED THE CODE AND STANDARDS, AND IF SO, WHAT SANCTION IS APPROPRIATE. A THREE-PERSON HEARING PANEL CONDUCTS A REVIEW OR HOLDS A HEARING, CONSIDERS THE EVIDENCE, AND RECOMMENDS TO THE DEC WHETHER TO FIND THAT A VIOLATION HAS OCCURRED AND WHETHER THERE ARE GROUNDS FOR SANCTION, AND, IF SO, THE APPROPRIATE SANCTION. THE DEC THEN MUST REVIEW DE NOVO AND ACCEPT, REJECT, OR MODIFY THE HEARING PANEL'S FINDINGS AND RECOMMENDATIONS. A RESPONDENT HAS THE RIGHT TO APPEAL AN ADVERSE DECISION TO THE APPEALS COMMISSION, A PEER-REVIEW BODY MADE UP OF CFP PROFESSIONALS AND PUBLIC MEMBERS, WHICH ISSUES THE FINAL DECISION OF CFP BOARD. RESPONDENT AND CFP BOARD COUNSEL ALSO MAY AGREE UPON A SETTLEMENT OFFER, IN THE FORM OF A PROPOSED CONSENT ORDER, WHICH A THREE-PERSON SETTLEMENT REVIEW PANEL REVIEWS AND THEN RECOMMENDS TO THE DEC WHETHER TO ACCEPT, REJECT, OR REJECT AND COUNTEROFFER. THE DEC THEN MUST REVIEW DE NOVO AND ACCEPT, REJECT, OR MODIFY THE SETTLEMENT PANEL'S RECOMMENDATION. IN 2022, THE TOTAL NUMBER OF FINAL SANCTIONS ISSUED BY THE DEC AND CFP BOARD STAFF IN 2022 WAS 126, INCLUDING 22 REVOCATIONS, 26 PERMANENT BARS, 11 TEMPORARY BARS, 23 SUSPENSIONS, 15 INTERIM SUSPENSIONS, 21 PUBLIC CENSURES, AND 8 PRIVATE CENSURES. IN ADDITION TO UNDERTAKING OR SUPPORTING THE ACTIVITIES DESCRIBED ABOVE, CFP BOARD'S PROFESSIONAL STANDARDS & LEGAL DEPARTMENT ALSO REVIEWS, MONITORS AND ENFORCES CFP BOARD'S TRADEMARK RIGHTS; PROVIDES SUPPORT TO THE CODE AND STANDARDS ENFORCEMENT AND GOVERNANCE COMMITTEES OF THE BOARD OF DIRECTORS; DEVELOPS GUIDANCE RESOURCES THAT INTERPRET THE CODE AND STANDARDS; PROPOSES REVISED VERSIONS OF THE CODE AND STANDARDS, PROCEDURAL RULES, FITNESS STANDARDS, AND SANCTION GUIDELINES; REVIEWS, FINALIZES, AND ENFORCES CONTRACTS; MEETS WITH CFP BOARD'S BUSINESS MODEL COUNCIL; AND PROVIDES OTHER LEGAL, GOVERNANCE AND EXECUTIVE LEADERSHIP ADVICE."	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$10,215,433	ExpenseAmt
Revenue	$230,486	RevenueAmt
Desc	COMMUNICATIONS AND OUTREACH: IN 2022, CFP BOARD'S COMMUNICATIONS AND OUTREACH INCLUDED MEDIA RELATIONS, PUBLIC RELATIONS, CFP PROFESSIONAL COMMUNICATIONS, DISTRIBUTION OF EDUCATIONAL MATERIALS THROUGH CFP.NET AND LETSMAKEAPLAN.ORG WEBSITES, AS WELL AS OTHER OUTREACH TACTICS DESIGNED TO INCREASE AND ENHANCE AWARENESS OF CFP CERTIFICATION AND THE BENEFITS OF FINANCIAL PLANNING. EFFORTS UTILIZED TRADITIONAL EARNED AND PAID MEDIA, CFP BOARD WEBSITES, DIRECT MAIL AND EMAIL AND SPEAKING APPEARANCES TO EDUCATE CFP PROFESSIONALS AND INFORM THE PUBLIC ABOUT THE VALUE OF A CFP PROFESSIONAL IN PROVIDING COMPETENT AND ETHICAL PERSONAL FINANCIAL PLANNING SERVICES IN THEIR BEST INTEREST.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (5 entries)

ExpenseExpenseAmt	RevenueRevenueAmt	DescDesc
$4,623,764	$591,371	CENTER FOR FINANCIAL PLANNING: THE CFP BOARD CENTER FOR FINANCIAL PLANNING SEEKS TO CREATE A MORE DIVERSE AND SUSTAINABLE FINANCIAL PLANNING PROFESSION SO THAT EVERY AMERICAN HAS ACCESS TO COMPETENT AND ETHICAL FINANCIAL PLANNING ADVICE. THE CENTER BRINGS TOGETHER CFP PROFESSIONALS, FIRMS, EDUCATORS, RESEARCHERS AND EXPERTS TO ADDRESS PROFESSION-WIDE CHALLENGES WITHIN THREE FOCUS AREAS:TALENT PIPELINE: CULTIVATING A QUALITY WORKFORCE TO ENSURE THE FINANCIAL PLANNING PROFESSION CAN RECRUIT AND RETAIN TALENT TO SERVE THE PUBLIC; DIVERSITY AND INCLUSION: FOSTERING A MORE DIVERSE FINANCIAL PLANNER WORKFORCE THAT REFLECTS THE CHANGING DEMOGRAPHICS IN THE UNITED STATES; AND KNOWLEDGE FOR PRACTICE: ELEVATING THE DISCIPLINE OF FINANCIAL PLANNING TO INCREASE THE STATURE AND RECOGNITION OF FINANCIAL PLANNING FACULTY AND EDUCATIONAL PROGRAMS AND PROVIDE PRACTITIONERS WITH CUTTING-EDGE KNOWLEDGE TO THRIVE AND PROVIDE OUTSTANDING SERVICE TO THE PUBLIC. THE CENTER'S PROGRAMS ARE FUNDED PRIMARILY THROUGH VOLUNTARY DONATIONS RECEIVED FROM INDIVIDUAL DONORS AND CORPORATE SPONSORS. CONTRIBUTIONS/DONATIONS SHOWN SEPARATELY - PART VIII, LINE 1F.
$3,776,831	$2,312,623	EDUCATION: THE FIRST STEP TO CFP CERTIFICATION IS TO ACQUIRE THE KNOWLEDGE REQUIRED TO DELIVER PROFESSIONAL, COMPETENT, AND ETHICAL FINANCIAL PLANNING SERVICES TO CLIENTS, AS OUTLINED IN THE PERSONAL FINANCIAL PLANNING TOPIC AREAS IDENTIFIED BY CFP BOARD'S MOST RECENT JOB ANALYSIS RESEARCH. CFP BOARD'S EDUCATION COMPONENT REQUIRES THE COMPLETION OF A COLLEGE-LEVEL PROGRAM OF STUDY IN PERSONAL FINANCIAL PLANNING, INCLUDING COMPLETION OF A FINANCIAL PLAN DEVELOPMENT (CAPSTONE) COURSE. THE COURSE OF STUDY IS OFFERED AT 222 ACCREDITED COLLEGES AND UNIVERSITIES IN THE U.S., AT DEGREE (BACHELORS, MASTERS, PH.D.) AND CERTIFICATE LEVELS. IN 2022, CFP BOARD REGISTERED OVER 331 FINANCIAL PLANNING PROGRAMS WHICH INCLUDED REVIEW OF THEIR CURRICULUM AND FACULTY QUALIFICATIONS TO ENSURE THAT THE TEACHING AND LEARNING MET ESTABLISHED STANDARDS. AFTER INITIAL CERTIFICATION, CFP PROFESSIONALS ARE REQUIRED TO COMPLETE 30 HOURS OF CONTINUING EDUCATION ("CE") AS PART OF THE BIENNIAL RENEWAL REQUIREMENT TO ASSURE THE PUBLIC OF CONTINUING COMPETENCY IN FINANCIAL PLANNING. CFP BOARD ANNUALLY REGISTERS APPROXIMATELY 1,100 CE SPONSORS, WHO ARE REQUIRED TO DELIVER HIGH QUALITY CONTENT DEVELOPED BY QUALIFIED INSTRUCTORS AND AUTHORS, ALIGNING WITH DEFINED FINANCIAL PLANNING TOPIC REQUIREMENTS. IN 2022, CFP BOARD REVIEWED AND APPROVED OVER 14,500 CE PROGRAMS WHICH MET ESTABLISHED REQUIREMENTS.
$3,153,056	$7,917,574	EXAMINATION: IN 2022, 8505 CANDIDATES SAT FOR THE CFP EXAMINATION. THE CFP CERTIFICATION EXAMINATION ASSESSES A CANDIDATE'S ABILITY TO APPLY FINANCIAL PLANNING KNOWLEDGE, IN AN INTEGRATED FORMAT, TO REAL-LIFE FINANCIAL PLANNING SCENARIOS. THE EXAM IS DEVELOPED WITH SUBJECT MATTER EXPERTISE PROVIDED BY EXPERIENCED CFP PROFESSIONALS. UNDER CFP BOARD'S DIRECTION, THE EXAM IS ADMINISTERED BY ONE OF THE WORLD'S LEADING TESTING PARTNERS AND IS NOW, SINCE NOVEMBER 2014, DELIVERED IN A COMPUTER-BASED FORMAT. CFP BOARD ADHERES TO STANDARDS AND BEST PRACTICES IN THE HIGH STAKES TESTING AND CERTIFICATION INDUSTRIES.
$1,716,094		PUBLIC ADVOCACY: CFP BOARD'S CORE PUBLIC POLICY OBJECTIVES ARE TO INFLUENCE POLICY TO BENEFIT THE PUBLIC AND TO INCREASE ACCESS TO COMPETENT AND ETHICAL FINANCIAL PLANNERS. DURING 2022, CFP BOARD ENCOURAGED FEDERAL POLICYMAKERS TO USE CFP BOARD'S CODE OF ETHICS & STANDARDS OF CONDUCT AS A FRAMEWORK FOR UPDATED STANDARDS OF CONDUCT FOR PERSONALIZED INVESTMENT ADVICE. CFP BOARD MONITORED LEGISLATIVE AND REGULATORY PROPOSALS RELATED TO ISSUES INVOLVING PRIVATE CERTIFICATION AT THE STATE AND FEDERAL LEVELS. CFP BOARD ENGAGED IN CONVERSATIONS WITH POLICYMAKERS AND OTHER INTERESTED PARTIES ABOUT POLICIES THAT WOULD HELP MORE AMERICANS ENJOY A FINANCIALLY SECURE RETIREMENT. CFP BOARD WORKED WITH COLLEAGUES IN THE FINANCIAL PLANNING COMMUNITY TO ADDRESS ISSUES RELATED TO STATE REGULATION OF NON-TRADITIONAL FEES FOR FINANCIAL PLANNING SERVICES SO THAT MORE AMERICANS HAVE ACCESS TO COMPETENT AND ETHICAL FINANCIAL PLANNERS. CFP BOARD ALSO COMMITTED TO A MORE ROBUST PROGRAM ENCOURAGING CFP PROFESSIONALS TO OFFER PRO BONO FINANCIAL PLANNING SERVICES. CFP BOARD HIRED A FULL-TIME PRO BONO MANAGER AND IMPLEMENTED A PLAN FOR INCREASING BY 10% THE NUMBER OF CFP PROFESSIONALS WHO PROVIDE PRO BONO FINANCIAL PLANNING SERVICES.
$916,347	$20,905,100	CERTIFICATION: THERE WERE 95,137 CFP PROFESSIONALS AT THE END OF 2022, OF WHICH 5,214 WERE GRANTED INITIAL CERTIFICATION DURING THE YEAR. SUCCESSFUL COMPLETION OF THE EXAMINATION, EDUCATION, EXPERIENCE, AND ETHICS REQUIREMENTS IS A PREREQUISITE TO INITIAL CFP CERTIFICATION. CFP BOARD'S CERTIFICATION PROGRAM IS ACCREDITED BY AN INDEPENDENT THIRD-PARTY ORGANIZATION, THE NATIONAL COMMISSION FOR CERTIFYING AGENCIES (NCCA), TO ENSURE THAT ALL REQUIREMENTS FOR INITIAL CERTIFICATION AND RENEWAL ARE CONSISTENT WITH BEST PRACTICES AND STANDARDS IN THE CERTIFICATION INDUSTRY. FURTHER, NCCA REQUIRES CERTIFYING ORGANIZATIONS TO MEET GOVERNANCE, STAFF QUALIFICATION, FINANCIAL AND RESOURCE TRANSPARENCY, FAIRNESS, DUE PROCESS, AND NON-DISCRIMINATION STANDARDS.

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$14,186,092	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue	$31,726,668	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$48,920,336	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	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	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	Yes (1)	ProfessionalFundraisingInd
Fundraising Activities	0	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	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	107	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	135	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	Yes (1)	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	16	GoverningBodyVotingMembersCnt
Independent Voting Member	16	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 (30 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
KAMILA ELLIOTT CFP
BOARD CHAIR	5.00	Yes (X)	Yes (X)	$0	$0	$0
MATT BOERSEN CFP
BOARD MEMBER	5.00	Yes (X)		$0	$0	$0
ROBERTA KARMEL CFP
BOARD MEMBER	5.00	Yes (X)		$0	$0	$0
LIZ MILLER CFP CFA
BOARD MEMBER	5.00	Yes (X)		$0	$0	$0
RON GREEN CFP
BOARD MEMBER	5.00	Yes (X)		$0	$0	$0
LATHA RAMCHAND CFP
BOARD MEMBER	5.00	Yes (X)		$0	$0	$0
NATALIE WOLFSEN CFP
BOARD MEMBER	5.00	Yes (X)		$0	$0	$0
DAN MOISAND CFP
BOARD MEMBER	5.00	Yes (X)		$0	$0	$0
ALEX ROZMAN CFP
BOARD MEMBER	5.00	Yes (X)		$0	$0	$0
ANERI JAMBUSARIA CFP
BOARD MEMBER	5.00	Yes (X)		$0	$0	$0
RICK SHERLOCK CFP
BOARD MEMBER	5.00	Yes (X)		$0	$0	$0
NANCY SMITH CFP
BOARD MEMBER	5.00	Yes (X)		$0	$0	$0
LOUIS BARAJAS CFP
BOARD MEMBER	5.00	Yes (X)		$0	$0	$0
TERRI KALLSEN CFP
BOARD MEMBER	5.00	Yes (X)		$0	$0	$0
PETER ROHR CFP
BOARD MEMBER	5.00	Yes (X)		$0	$0	$0
MARTIN SEAY PH D CFP
BOARD MEMBER	5.00	Yes (X)		$0	$0	$0
KEVIN KELLER
CHIEF EXECUTIVE OFFICER	45.00		Yes (X)	$977,815	$0	$172,116
LEO RYDZEWSKI
GENERAL COUNSEL	45.00		Yes (X)	$616,596	$0	$104,445
ROGER MYERS JR
STATEGIC ADVISOR TO CEO	45.00		Yes (X)	$527,875	$0	$97,058
KEVIN YEA
CHIEF FINANCIAL OFFICER	45.00		Yes (X)	$205,454	$0	$81,060
ELIZABETH STEWART
CHIEF OPERATING OFFICER	45.00			$534,120	$0	$124,163	Yes (X)
MAUREEN THOMPSON
VP OF PUBLIC POLICY	45.00			$431,700	$0	$73,798	Yes (X)
JOSEPH MAUGERI
MANAGING DIRECTOR	45.00			$365,023	$0	$95,793	Yes (X)
JAMES KATSAOUNIS
MANAGING DIRECTOR	45.00			$251,355	$0	$34,351	Yes (X)
THOMAS SPORKIN
MANAGING DIRECTOR	45.00			$420,520	$0	$119,098	Yes (X)
JOHN LOPER
MANAGING DIRECTOR	45.00			$278,783	$0	$45,505		Yes (X)
ERIN KOEPPEL
DIRECTOR	45.00			$323,572	$0	$22,849		Yes (X)
ADAM ZAJAC
DIRECTOR	45.00			$311,109	$0	$21,914		Yes (X)
D A ABRAMS
DIRECTOR	45.00			$203,633	$0	$26,292		Yes (X)
TIM STIFFEL
DIRECTOR	45.00			$222,480	$0	$30,751		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$5,670,035	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,049,193	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	39	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
WHITE64
8603 WESTWOOD CENTER DRIVE	TYSONS CORNER	VA	22182	ADVERTISING	$11,754,379
PROMETRIC INC
1501 SOUTH CLINTON STREET	BALTIMORE	MD	21224	TESTING SERVICES	$1,657,900
MARKETING GENERAL INC
625 NORTH WASHINGTON STREET SUITE 4	ALEXANDRIA	VA	22314	MARKETTING SERVIES	$1,124,130
GRAVITATE SOLUTIONS BY COMMUNITY BRANDS
14800 FRYE RD 2ND FL	FT WORTH	TX	76155	DEVELOPMENT SERVICES	$1,012,290
BEACON HILL STAFFING GROUP
152 BOWDOIN STREET	BOSTON	MA	02108	TEMPORARY STAFFING	$906,358

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	48	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$3,048,027	AllOtherContributionsAmt
Noncash Contributions	$24,882	NoncashContributionsAmt
Total Contributions	$3,048,027	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CERTIFICATION FEES	900099	$19,866,872	$19,866,872
PUBLIC AWARENESS FEES	900099	$14,006,059	$14,006,059
EXAM FEES	900099	$7,917,574	$7,917,574
EDUCATIONAL FEES	900099	$2,312,623	$2,312,623
APPLICATION FEES	900099	$1,038,225	$1,038,225

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$980,357	TotalRevenueColumnAmt
Related Or Exempt Func Income	$388,986	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$591,371	UnrelatedBusinessRevenueAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$46,121,710	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,028,131	TotalRevenueColumnAmt
Exclusion	$1,028,131	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$53,586	TotalRevenueColumnAmt
Exclusion	$53,586	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$18,981,867	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$20,657,901	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$1,676,034	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$1,676,034	TotalRevenueColumnAmt
Exclusion	-$1,676,034	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$41,157	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$13,245	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$27,912	TotalRevenueColumnAmt
Related Or Exempt Func Income	$27,912	RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$48,603,332	TotalRevenueColumnAmt
Related Or Exempt Func Income	$45,558,251	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$591,371	UnrelatedBusinessRevenueAmt
Exclusion	-$594,317	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	$5,462,263	TotalAmt
Program Services	$4,965,610	ProgramServicesAmt
Management And General	$486,587	ManagementAndGeneralAmt
Fundraising	$10,066	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$9,011,935	TotalAmt
Program Services	$8,148,095	ProgramServicesAmt
Management And General	$742,031	ManagementAndGeneralAmt
Fundraising	$121,809	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$707,863	TotalAmt
Program Services	$621,742	ProgramServicesAmt
Management And General	$79,583	ManagementAndGeneralAmt
Fundraising	$6,538	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$506,016	TotalAmt
Program Services	$398,437	ProgramServicesAmt
Management And General	$63,058	ManagementAndGeneralAmt
Fundraising	$44,521	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$893,367	TotalAmt
Program Services	$839,489	ProgramServicesAmt
Management And General	$45,077	ManagementAndGeneralAmt
Fundraising	$8,801	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$612,225	TotalAmt
Program Services	$544,719	ProgramServicesAmt
Management And General	$63,773	ManagementAndGeneralAmt
Fundraising	$3,733	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$73,386	TotalAmt
Program Services	$51,744	ProgramServicesAmt
Management And General	$21,642	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$144,000	TotalAmt
Program Services	$144,000	ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$13,076	TotalAmt
Fundraising	$13,076	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$106,047	TotalAmt
Management And General	$106,047	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$11,271,829	TotalAmt
Program Services	$10,260,459	ProgramServicesAmt
Management And General	$1,011,370	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$13,840,957	TotalAmt
Program Services	$13,840,957	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,059,825	TotalAmt
Program Services	$2,894,735	ProgramServicesAmt
Management And General	$155,419	ManagementAndGeneralAmt
Fundraising	$9,671	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$712,487	TotalAmt
Program Services	$536,552	ProgramServicesAmt
Management And General	$175,935	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$1,451,829	TotalAmt
Program Services	$1,023,632	ProgramServicesAmt
Management And General	$428,197	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$949,974	TotalAmt
Program Services	$819,559	ProgramServicesAmt
Management And General	$129,100	ManagementAndGeneralAmt
Fundraising	$1,315	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$1,187,755	TotalAmt
Program Services	$1,062,164	ProgramServicesAmt
Management And General	$110,298	ManagementAndGeneralAmt
Fundraising	$15,293	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$1,910,267	TotalAmt
Program Services	$1,690,640	ProgramServicesAmt
Management And General	$214,035	ManagementAndGeneralAmt
Fundraising	$5,592	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$371,795	TotalAmt
Program Services	$262,153	ProgramServicesAmt
Management And General	$109,642	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
PROFESSIONAL DUES	$556,763	$404,264	$152,499
RECOGNITION AWARDS	$328,895	$326,143	$2,752
BAD DEBT	$146,776		$146,776
PROFESSIONAL DEVELOPMEN	$84,416	$66,484	$17,932

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$26,798	TotalAmt
Program Services	$18,758	ProgramServicesAmt
Management And General	$8,040	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$53,430,544	TotalAmt
Program Services	$48,920,336	ProgramServicesAmt
Management And General	$4,269,793	ManagementAndGeneralAmt
Fundraising	$240,415	FundraisingAmt

Field	Value	IRS element (for citing)
Joint Costs	Yes (X)	JointCostsInd

Total Joint Costs TotalJointCostsGrp

Field	Value	IRS element (for citing)
Total	$611,189	TotalAmt
Program Services	$427,832	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$183,357	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$11,829,558	BOYAmt
EOY	$6,467,368	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$2,231,206	BOYAmt
EOY	$7,112,411	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$3,586,176	BOYAmt
EOY	$3,730,750	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$4,675,083	BOYAmt
EOY	$360,973	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$458,885	BOYAmt
EOY	$614,496	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$35,548,867	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$16,248,076	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$3,876,264	BOYAmt
EOY	$19,300,791	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$37,162,646	BOYAmt
EOY	$32,649,148	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$4,228,220	BOYAmt
EOY	$7,796,739	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$4,429,373	BOYAmt
EOY	$4,331,525	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$72,477,411	BOYAmt
EOY	$82,364,201	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$5,969,019	BOYAmt
EOY	$6,095,109	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$18,422,398	BOYAmt
EOY	$21,096,920	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$23,403	BOYAmt
EOY	$25,624	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$7,003,868	BOYAmt
EOY	$23,859,601	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$31,418,688	BOYAmt
EOY	$51,077,254	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	$38,847,465	BOYAmt
EOY	$27,756,897	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,211,258	BOYAmt
EOY	$3,530,050	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$41,058,723	BOYAmt
EOY	$31,286,947	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$72,477,411	BOYAmt
EOY	$82,364,201	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$4,827,212	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$4,944,564	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)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

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	$1,987,589	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,496,123	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,015,723	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,937,496	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,048,027	CurrentTaxYearAmt
Total	$12,484,958	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$36,756,991	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$39,299,821	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$39,782,653	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$42,968,620	CurrentTaxYearMinus1YearAmt
Current Tax Year	$45,571,496	CurrentTaxYearAmt
Total	$204,379,581	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$38,744,580	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$40,795,944	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$41,798,376	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$46,906,116	CurrentTaxYearMinus1YearAmt
Current Tax Year	$48,619,523	CurrentTaxYearAmt
Total	$216,864,539	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$44,350	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$249,800	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$478,625	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,343,000	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,432,887	CurrentTaxYearAmt
Total	$4,548,662	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	$44,350	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$249,800	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$478,625	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,343,000	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,432,887	CurrentTaxYearAmt
Total	$4,548,662	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$212,315,877	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,034,022	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,134,148	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,011,626	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$939,983	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,081,717	CurrentTaxYearAmt
Total	$5,201,496	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,034,022	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,134,148	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,011,626	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$939,983	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,081,717	CurrentTaxYearAmt
Total	$5,201,496	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$39,778,602	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$41,930,092	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$42,810,002	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$47,846,099	CurrentTaxYearMinus1YearAmt
Current Tax Year	$49,701,240	CurrentTaxYearAmt
Total	$222,066,035	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.95610	PublicSupportCY509Pct
Public Support PY509	0.97410	PublicSupportPY509Pct
Investment Income CY	0.02340	InvestmentIncomeCYPct
Investment Income PY	0.02340	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

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 Direct Lobbying TotalDirectLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$144,000	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$144,000	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$48,776,336	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$48,920,336	FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$1,000,000	FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$250,000	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	$1,000,000	CurrentYearAmt
Total	$4,000,000	TotalAmt

Field	Value	IRS element (for citing)
Lobbying Ceiling	$6,000,000	LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$99,646	CurrentYearMinus3Amt
Current Year Minus2	$192,000	CurrentYearMinus2Amt
Current Year Minus1	$178,560	CurrentYearMinus1Amt
Current Year	$144,000	CurrentYearAmt
Total	$614,206	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	$250,000	CurrentYearAmt
Total	$1,000,000	TotalAmt

Field	Value	IRS element (for citing)
Grassroots Ceiling	$1,500,000	GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Agent Trustee Etc	0	AgentTrusteeEtcInd
Beginning Balance	$23,403	BeginningBalanceAmt
Additions During Year	$2,221	AdditionsDuringYearAmt
Ending Balance	$25,624	EndingBalanceAmt
Incl Escrow Custodial Acct Liab	Yes (1)	InclEscrowCustodialAcctLiabInd
Explanation Provided	Yes (X)	ExplanationProvidedInd

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$5,357,668	OtherCostOrOtherBasisAmt
Depreciation	$2,589,532	DepreciationAmt
Book Value	$2,768,136	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,888,419	OtherCostOrOtherBasisAmt
Depreciation	$1,581,017	DepreciationAmt
Book Value	$307,402	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$28,302,780	OtherCostOrOtherBasisAmt
Depreciation	$12,077,527	DepreciationAmt
Book Value	$16,225,253	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$19,300,791	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
ARCHIPELAGO HOLDINGS	$1,896,834	F
STATE STREET	$1,741,580	F
IRONWOOD INTERNATIONAL LTD	$4,158,325	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$7,796,739	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDesc	Book ValueBookValueAmt
CFP CERTIFICATION MARK	$8,975
DEPOSITS	$152,190
DEFERRED COMPENSATION	$4,170,360

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$4,331,525	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
DEFERRED COMPENSATION	$5,122,356
LEASE LIABILITY	$18,737,245

Field	Value	IRS element (for citing)
Total Liability	$23,859,601	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$43,565,966	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$4,944,564	NetUnrealizedGainsInvstAmt
Other Revenue	$13,245	OtherRevenueAmt
Revenue Not Reported	-$4,931,319	RevenueNotReportedAmt
Revenue Subtotal	$48,497,285	RevenueSubtotalAmt
Investment Expenses Not Incld	$106,047	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$106,047	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$48,603,332	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$53,337,742	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$13,245	OtherExpensesIncludedAmt
Expenses Not Reported	$13,245	ExpensesNotReportedAmt
Expenses Subtotal	$53,324,497	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$106,047	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$106,047	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$53,430,544	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART IV, LINE 2B:	THE CFP BOARD OF STANDARDS 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:	CFP BOARD 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, CFP BOARD IS EXEMPT FROM TAXES EXCEPT FOR UNRELATED BUSINESS INCOME. FOR FINANCIAL STATEMENT PURPOSES CFP BOARD 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 2022 OR 2021, SINCE MANAGEMENT BELIEVES THERE ARE NO MATERIAL UNRELATED BUSINESS INCOME OR MATERIAL UNCERTAIN TAX POSITIONS REQUIRING THE RECOGNITION OF A LIABILITY.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	COST OF GOODS SOLD 13,245.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	COST OF GOODS SOLD 13,245.

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Agrmt Prof Fundraising Acty	Yes (1)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	GRAHAM-PELTON	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	39 BEECHWOOD ROAD	AddressLine1Txt
City	SUMMIT	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07901	ZIPCd

Field	Value	IRS element (for citing)
Activity	CAPITAL CAMPAIGN CONSULTING	ActivityTxt
Fundraiser Control Of Funds	0	FundraiserControlOfFundsInd
Gross Receipts	$0	GrossReceiptsAmt
Retained By Contractor	$5,710	RetainedByContractorAmt
Net To Organization	-$5,710	NetToOrganizationAmt

Field	Value	IRS element (for citing)
Total Retained By Contractors	$5,710	TotalRetainedByContractorsAmt
Total Net To Organization	-$5,710	TotalNetToOrganizationAmt
Licensed States	IL	LicensedStatesCd
Licensed States	KS	LicensedStatesCd
Licensed States	WI	LicensedStatesCd
Licensed States	NC	LicensedStatesCd
Licensed States	AK	LicensedStatesCd
Licensed States	ND	LicensedStatesCd
Licensed States	TN	LicensedStatesCd
Licensed States	FL	LicensedStatesCd
Licensed States	CA	LicensedStatesCd
Licensed States	HI	LicensedStatesCd
Licensed States	MD	LicensedStatesCd
Licensed States	MA	LicensedStatesCd
Licensed States	MS	LicensedStatesCd
Licensed States	NH	LicensedStatesCd
Licensed States	NY	LicensedStatesCd
Licensed States	OH	LicensedStatesCd
Licensed States	OR	LicensedStatesCd
Licensed States	SC	LicensedStatesCd
Licensed States	VA	LicensedStatesCd
Licensed States	MN	LicensedStatesCd
Licensed States	CO	LicensedStatesCd
Licensed States	KY	LicensedStatesCd
Licensed States	PA	LicensedStatesCd
Licensed States	CT	LicensedStatesCd
Licensed States	ME	LicensedStatesCd
Licensed States	WA	LicensedStatesCd
Licensed States	NM	LicensedStatesCd
Licensed States	NJ	LicensedStatesCd
Licensed States	AR	LicensedStatesCd
Licensed States	MI	LicensedStatesCd
Licensed States	GA	LicensedStatesCd
Licensed States	OK	LicensedStatesCd
Licensed States	WV	LicensedStatesCd
Licensed States	RI	LicensedStatesCd
Licensed States	NV	LicensedStatesCd
Licensed States	AL	LicensedStatesCd
Licensed States	UT	LicensedStatesCd
Licensed States	DC	LicensedStatesCd

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
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
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 (14 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	$642,060	$0	$335,755	$0	$0	$0	$133,001	$0	$39,115	$0	$1,149,931	$0	$0	$0
LEO RYDZEWSKI
GENERAL COUNSEL	$442,100	$0	$94,622	$0	$79,874	$0	$99,619	$0	$4,826	$0	$721,041	$0	$79,874	$0
ELIZABETH STEWART
CHIEF OPERATING OFFICER	$389,868	$0	$64,378	$0	$79,874	$0	$100,550	$0	$23,613	$0	$658,283	$0	$79,874	$0
ROGER MYERS JR
STATEGIC ADVISOR TO CEO	$370,378	$0	$77,623	$0	$79,874	$0	$85,214	$0	$11,844	$0	$624,933	$0	$79,874	$0
THOMAS SPORKIN
MANAGING DIRECTOR	$358,570	$0	$61,950	$0	$0	$0	$98,419	$0	$20,679	$0	$539,618	$0	$0	$0
MAUREEN THOMPSON
VP OF PUBLIC POLICY	$325,566	$0	$26,260	$0	$79,874	$0	$65,410	$0	$8,388	$0	$505,498	$0	$79,874	$0
JOSEPH MAUGERI
MANAGING DIRECTOR	$258,943	$0	$47,506	$0	$58,574	$0	$77,561	$0	$18,232	$0	$460,816	$0	$58,574	$0
ERIN KOEPPEL
DIRECTOR	$249,126	$0	$74,446	$0	$0	$0	$17,634	$0	$5,215	$0	$346,421	$0	$0	$0
ADAM ZAJAC
DIRECTOR	$237,618	$0	$73,491	$0	$0	$0	$14,851	$0	$7,063	$0	$333,023	$0	$0	$0
JOHN LOPER
MANAGING DIRECTOR	$236,194	$0	$42,589	$0	$0	$0	$26,988	$0	$18,517	$0	$324,288	$0	$0	$0
KEVIN YEA
CHIEF FINANCIAL OFFICER	$205,454	$0	$0	$0	$0	$0	$72,625	$0	$8,435	$0	$286,514	$0	$0	$0
JAMES KATSAOUNIS
MANAGING DIRECTOR	$246,355	$0	$5,000	$0	$0	$0	$24,758	$0	$9,593	$0	$285,706	$0	$0	$0
TIM STIFFEL
DIRECTOR	$190,884	$0	$31,596	$0	$0	$0	$22,400	$0	$8,351	$0	$253,231	$0	$0	$0
D A ABRAMS
DIRECTOR	$168,781	$0	$34,852	$0	$0	$0	$17,857	$0	$8,435	$0	$229,925	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 4B	FormAndLineReferenceDesc
Explanation	PART I, LINE 4B - 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, EXECUTIVE TEAM MEMBERS 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 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 EXECUTIVE LEADER TEAM MEMBERS PARTICIPATED IN THE PLAN: NAME TITLE AMOUNT KEVIN R. KELLER CHIEF EXECUTIVE OFFICER $100,000 ROGER MYERS CHIEF FINANCIAL OFFICER $58,217 KEVIN YEA CHIEF FINANCIAL OFFICER $50,000 JOSEPH MAUGERI MANAGING DIRECTOR $42,506 LEO RYDZEWSKI GENERAL COUNSEL $72,000 ELIZABETH STEWART CHIEF OPERATING OFFICER $72,000 MAUREEN THOMPSON VP OF PUBLIC POLICY $40,000 THOMAS SPORKIN MANAGING DIRECTOR $72,000 THE FOLLOWING MEMBERS RECEIVED A 457F CASH DISTRIBUTION: NAME TITLE AMOUNT ROGER MYERS CHIEF FINANCIAL OFFICER $79,874 JOSEPH MAUGERI MANAGING DIRECTOR $58,574 LEO RYDZEWSKI GENERAL COUNSEL $79,874 ELIZABETH STEWART CHIEF OPERATING OFFICER $79,874 MAUREEN THOMPSON VP OF PUBLIC POLICY $79,874	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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 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 2022. 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 2021.
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	OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 1,038,776. MANAGEMENT AND GENERAL EXPENSES 113,559. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,152,335. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 6,371,235. MANAGEMENT AND GENERAL EXPENSES 427,476. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,798,711. RECRUITMENT ADVERTISING AND PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 685,729. MANAGEMENT AND GENERAL EXPENSES 214,548. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 900,277. RESEARCH: PROGRAM SERVICE EXPENSES 602,618. MANAGEMENT AND GENERAL EXPENSES 2,949. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 605,567. TEMPORARY LABOR: PROGRAM SERVICE EXPENSES 1,562,101. MANAGEMENT AND GENERAL EXPENSES 252,838. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,814,939.