2025-11-13T14:40:46-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2024-01-01 742385850 CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS CENTER FOR FINANCIAL PLANNING CERT 2023792200 1425 K STREET NW 800 WASHINGTON DC 20005 KEVIN YEA CPA CHIEF FINANCIAL OFFICER 2023792200 2025-11-11 1 0 ROBERT WILLIAMS P01345960 5712279500 2025-11-11 2024 2025-03-06 01:10:19Z KEVIN R KELLER CEO 1425 K STREET NW 800 WASHINGTON DC 20005 20051371 0 X WWW.CFP.NET X 1985 DC ADVANCE COMPETENT AND ETHICAL FINANCIAL PLANNING AND EXPAND CFP PROFESSIONAL DIVERSITY FOR THE BENEFIT OF THE PUBLIC. 14 14 152 611 0 0 1939817 3720197 10647 184369 1016466 2151819 1503792 2330947 4470722 8387332 0 559602 0 0 2434958 2581901 0 0 303428 5085373 6612713 7520331 9754216 -3049609 -1366884 54254908 45935726 21923562 13330579 32331346 32605147 X 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. 0 0 6950639 559602 2124394 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. CONTINUED ON SCHEDULE O.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. STARTING IN 2023, CFP BOARD CENTER FOR FINANCIAL PLANNING HAS COLLABORATED WITH FOUR WELL-RESPECTED ACADEMIC RESEARCHERS TO DEVELOP A DEFINITION OF FINANCIAL WELL-BEING THAT WILL SERVE AS THE BASIS OF A 10-YEAR LONGITUDINAL STUDY. THE RESEARCHERS CONDUCTED THE STUDY'S INITIAL SURVEY IN 2024 THAT WILL TRACK THE IMPACT OF PROFESSIONAL FINANCIAL PLANNING ADVICE ON THE WELL-BEING OF INDIVIDUALS AND FAMILIES. ALSO IN 2024, CFP BOARD CENTER FOR FINANCIAL PLANNING LAUNCHED AN ANNUAL STUDY ON HIGH SCHOOL AND COLLEGE STUDENTS' AWARENESS OF FINANCIAL PLANNING AS A CAREER CHOICE AND THEIR RELATIONSHIP WITH MONEY AND PERSONAL FINANCE.CFP BOARD HOSTS CONNECTIONS CONFERENCE WHERE PARTICIPANTS IN THE FINANCIAL ADVICE ECOSYSTEM INCLUDING FINANCIAL PLANNING PRACTITIONERS, FIRM LEADERS, EDUCATORS, RESEARCHERS, AND STUDENTS COME TOGETHER FOR HIGH-IMPACT LEARNING, CUTTING-EDGE INSIGHTS, AND PRACTICAL TAKEAWAYS. CONNECTIONS CONFERENCE WAS HELD IN WASHINGTON DC IN SEPTEMBER 2024. 325972 PRO BONOCFP 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.17,916 CFP PROFESSIONALS REPORTED 389,435 HOURS OF PRO BONO FINANCIAL PLANNING IN 2024 AND OUR GOAL IS TO GROW THE NUMBER OF CFP PROFESSIONALS PROVIDING PRO BONO SERVICE TO OVER 25,000 BY THE END OF 2026. 7276611 1 1 0 1 0 0 0 0 1 1 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 152 1 0 0 0 0 0 1 0 0 0 0 0 1 0 X 14 14 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC ND OK OR PA RI SC TN UT VA WA WV CO CT NV OH X KEVIN YEA CPA CFO 2023792260 1425 K STREET NW WASHINGTON DC 20005 MATT BOERSEN CFP CFA BOARD CHAIR 2.00 3.00 X X 0 0 0 LOUIS BARAJAS CFP MBA BOARD MEMBER 2.00 3.00 X 0 0 0 MARGUERITA CHENG CFP BOARD MEMBER 2.00 3.00 X 0 0 0 ANERI JAMBUSARIA CFP MBA BOARD MEMBER 2.00 3.00 X 0 0 0 TERRI KALLSEN CFP BOARD MEMBER 2.00 3.00 X 0 0 0 MALIK LEE CFP CAP APMA BOARD MEMBER 2.00 3.00 X 0 0 0 LINDA LEITZ PHDCFP EA BOARD MEMBER 2.00 3.00 X 0 0 0 ELIZABETH K MILLER CFP CFA BOARD MEMBER 2.00 3.00 X 0 0 0 PETER ROHR CFP BOARD MEMBER 2.00 3.00 X 0 0 0 MARTIN SEAY PH D CFP BOARD MEMBER 2.00 3.00 X 0 0 0 RICHARD SHAW CFP MBA BOARD MEMBER 2.00 3.00 X 0 0 0 RICK SHERLOCK BOARD MEMBER 2.00 3.00 X 0 0 0 NANCY SMITH JD BOARD MEMBER 2.00 3.00 X 0 0 0 ELISSE WALTER JD BOARD MEMBER 2.00 3.00 X 0 0 0 KEVIN KELLER CHIEF EXECUTIVE OFFICER 5.00 40.00 X 1106080 0 185473 LEO RYDZEWSKI GENERAL COUNSEL 5.00 40.00 X 646442 0 137118 KEVIN YEA CHIEF FINANCIAL OFFICER 5.00 40.00 X 413298 0 107727 ELIZABETH STEWART CHIEF OPERATING OFFICER THRU 01/24 5.00 40.00 X 375511 0 47960 THOMAS SPORKIN MANAGING DIRECTOR 5.00 40.00 X 476001 0 145221 DANE SNOWDEN CHIEF OPERATING OFFICER 5.00 40.00 X 553504 0 156529 LISA DAVIS MANAGING DIRECTOR 40.00 5.00 X 232434 0 112515 JAMES KATSAOUNIS MANAGING DIRECTOR 5.00 40.00 X 342865 0 59269 JOSEPH MAUGERI MANAGING DIRECTOR THRU 08/24 5.00 40.00 X 537250 0 68723 JOHN LOPER MANAGING DIRECTOR 5.00 40.00 X 320496 0 64690 ERIN KOEPPEL MANAGING DIRECTOR 5.00 40.00 X 324322 0 49555 ADAM ZAJAC MANAGING DIRECTOR 5.00 40.00 X 293891 0 44932 5622094 0 1179712 65 0 1 0 0 563723 3156474 20308 3720197 EDUCATIONAL FEES 900099 184369 184369 184369 1020522 1020522 1940025 1940025 12795336 11664039 1131297 1131297 1131297 SHARED SERVICE REVENUE 900099 390922 390922 390922 8387332 2124394 0 2542741 X 50000 50000 509602 509602 344949 308289 14771 21889 1630127 1456883 69805 103439 221960 198371 9505 14084 253754 226786 10866 16102 131111 117177 5614 8320 43907 30672 10910 2325 72745 72745 1845135 1644500 69567 131068 53519 53519 254455 219913 31380 3162 117317 111439 5878 225966 217634 7968 364 1996078 1994477 1601 103780 96094 5011 2675 SHARED SERVICES 1768183 1768183 BAD DEBT 88280 88280 PROFESSIONAL DUES 35369 33603 1766 PROFESSIONAL DEVELOPMEN 7979 7652 327 9754216 7276611 2174177 303428 X 1011715 708287 0 303428 7697369 982535 4522735 1928154 2257893 1821173 25689 6288 125925 68017 64331 12229 3686 28161946 28450088 6586987 6962574 4990060 5655303 54254908 45935726 3561089 4203765 5000 4779 27985 28375 18329488 9093660 21923562 13330579 X 28985569 27811641 3345777 4793506 32331346 32605147 54254908 45935726 -1366884 1640685 0 X 0 1 X 1 0 X 2015723 3937496 3048027 1939817 3720197 14661260 39782653 42968620 45571496 10647 184369 128517785 41798376 46906116 48619523 1950464 3904566 143179045 128625 193000 154887 324143 1122226 1922881 0 128625 193000 154887 324143 1122226 1922881 141256164 1011626 939983 1081717 2738326 2960547 8732199 1011626 939983 1081717 2738326 2960547 8732199 173096 390922 564018 42810002 47846099 49701240 4861886 7256035 152475262 0.92640 0.95660 0.05730 0.03690 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: SHARED SERVICE REVENUE - 2023 AMOUNT: $ 173,096. 2024 AMOUNT: $ 390,922. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 7276611 7276611 513831 128458 0 0 1000000 1000000 1000000 513831 3513831 5270747 178560 144000 322560 250000 250000 250000 128458 878458 1317687 0 27986 389 28375 1 X 1583835 -25 26269 2996 1554545 1.00000 0 0 68017 64331 3686 3686 ARCHIPELAGO HOLDINGS 1813701 F STATE STREET 1385771 F IRONWOOD INTERNATIONAL LTD 3763102 F 6962574 CFP CERTIFICATION MARKS 7343 DEFERRED COMPENSATION 5647960 5655303 DEFERRED COMPENSATION 5486400 INTERCOMPANY PAYABLE 3607260 9093660 X 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 V, LINE 4: THE ORGANIZATIONS ENDOWMENT CONSISTS OF RESTRICTED CONTRIBUTIONS TO FUND SCHOLARSHIPS. AS REQUIRED BY U.S. GAAP, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. 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 2024 OR 2023, SINCE MANAGEMENT BELIEVES THERE ARE NO MATERIAL UNRELATED BUSINESS INCOME OR MATERIAL UNCERTAIN TAX POSITIONS REQUIRING THE RECOGNITION OF A LIABILITY. 1 FOUNDATION FOR FINANCIAL PLANNING 1425 K STREET SUITE 62 WASHINGTON DC 20005 581446336 501(C)(3) 50000 0 N/A N/A TO SUPPORT THE FOUNDATION'S MISSION TO HELP VULNERABLE FAMILIES AND INDIVIDUALS TAKE CONTROL OF THEIR 1 0 SCHOLARSHIPS/GRANTS/AWARDS 318 509602 N/A N/A PART I, LINE 2: THE ORGANIZATION PROVIDED A CHARITABLE GRANT TO THE FOUNDATION FOR FINANCIAL PLANNING TO SUPPORT THEIR ADVANCES TO HELP VULENRABLE FAMILIES AND INDIVIDUALS TAKE CONTROL OF THEIR FINANCIAL LIVES BY CONNECTING THEM TO PRO BONO FINANCIAL PLANNING SERVICES. THE FOUNDATION ALSO SUPPORTS THE DELIVERY OF FREE FINANCIAL GUIDANCE TO MORE THAN 730,000 PEOPLE IN NEED. X X X X X 1 1 0 0 0 0 0 0 0 KEVIN KELLER CHIEF EXECUTIVE OFFICER 751449 0 354631 0 0 0 157500 0 27973 0 1291553 0 0 0 LEO RYDZEWSKI GENERAL COUNSEL 482117 0 84350 0 79975 0 131000 0 6118 0 783560 0 79975 0 DANE SNOWDEN CHIEF OPERATING OFFICER 553504 0 0 0 0 0 151000 0 5529 0 710033 0 0 0 THOMAS SPORKIN MANAGING DIRECTOR 394416 0 81585 0 0 0 121000 0 24221 0 621222 0 0 0 JOSEPH MAUGERI MANAGING DIRECTOR THRU 08/24 232295 0 36374 0 268581 0 46000 0 22723 0 605973 0 182773 0 KEVIN YEA CHIEF FINANCIAL OFFICER 354993 0 58305 0 0 0 94000 0 13727 0 521025 0 0 0 ELIZABETH STEWART CHIEF OPERATING OFFICER THRU 01/24 27427 0 62700 0 285384 0 46000 0 1960 0 423471 0 285384 0 JAMES KATSAOUNIS MANAGING DIRECTOR 275717 0 67148 0 0 0 46000 0 13269 0 402134 0 0 0 JOHN LOPER MANAGING DIRECTOR 255508 0 64988 0 0 0 43088 0 21602 0 385186 0 0 0 ERIN KOEPPEL MANAGING DIRECTOR 276081 0 48241 0 0 0 43199 0 6356 0 373877 0 0 0 LISA DAVIS MANAGING DIRECTOR 232434 0 0 0 0 0 97298 0 15217 0 344949 0 0 0 ADAM ZAJAC MANAGING DIRECTOR 261607 0 32284 0 0 0 39270 0 5662 0 338823 0 0 0 PART I, LINES 4A-B 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 $48,000 LEO RYDZEWSKI GENERAL COUNSEL $85,000 DANE SNOWDEN CHIEF OPERATING OFFICER $105,000 THOMAS SPORKIN MANAGING DIRECTOR $75,000 LISA DAVIS MANAGING DIRECTOR $62,000 THE FOLLOWING EXECUTIVES RECEIVED A 457F CASH DISTRIBUTION: NAME TITLE AMOUNT LEO RYDZEWSKI GENERAL COUNSEL $79,975 ELIZABETH STEWART CHIEF OPERATING OFFICER $285,384 JOSEPH MAUGERI MANAGING DIRECTOR $182,773 JOSEPH MAUGERI RECEIVED A PAYMENT OF $85,808 PER A VOLUNTARY RETIREMENT PAYOUT, AND THE AMOUNT IS INCLUDED IN HIS TAXABLE COMPENSATION. FORM 990, PART VI, SECTION A, LINE 8B THERE IS NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD. 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 2024, 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 2024. 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 2024. 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 8,343. MANAGEMENT AND GENERAL EXPENSES 353. FUNDRAISING EXPENSES 666. TOTAL EXPENSES 9,362. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 2,096. MANAGEMENT AND GENERAL EXPENSES 89. FUNDRAISING EXPENSES 167. TOTAL EXPENSES 2,352. PROFESSIONAL DESIGN SERVICES: PROGRAM SERVICE EXPENSES 476,377. MANAGEMENT AND GENERAL EXPENSES 20,150. FUNDRAISING EXPENSES 37,981. TOTAL EXPENSES 534,508. CONSULTING: PROGRAM SERVICE EXPENSES 1,000,377. MANAGEMENT AND GENERAL EXPENSES 42,315. FUNDRAISING EXPENSES 79,760. TOTAL EXPENSES 1,122,452. RESEARCH: PROGRAM SERVICE EXPENSES 156,708. MANAGEMENT AND GENERAL EXPENSES 6,629. FUNDRAISING EXPENSES 12,494. TOTAL EXPENSES 175,831. TEMPORARY LABOR: PROGRAM SERVICE EXPENSES 599. MANAGEMENT AND GENERAL EXPENSES 31. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 630. CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC 1425 K STREET NW STE 800 WASHINGTON DC 20005 352787547 CERTIFICATION DC 501(C)(6) LINE 10 0 1 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 1 CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC C 563723 COST CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC N 1768184 COST CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC O 390921 COST CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC A 1880186 COST