This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990 | $65,247,205 | $63,048,100 | $563,723 | $53,533,548 | $7,492,491 |
| FY2023 | 990 | $58,742,692 | $55,732,814 | $336,643 | $51,515,055 | $4,381,783 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 100% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| CFP BOARD OF STANDARDS CENTER FOR FINANCIAL PLANNINGWASHINGTON, DC | TO SUPPORT THE CENTER'S ONGOING EFFORTS TO ADVANCE COMPETENT AND ETHICAL FINANCIAL PLANNING AND EXPAND CFP PROFESSIONAL DIVERSITY FOR THE BENEFIT OF THE PUBLIC. | $563,723 | 2024 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Matt Boersen Cfp Cfa | BOARD CHAIR | 3.00 | $0 |
| Louis Barajas Cfp Mba | BOARD MEMBER | 3.00 | $0 |
| Marguerita Cheng Cfp | BOARD MEMBER | 3.00 | $0 |
| Aneri Jambusaria Cfp Mba | BOARD MEMBER |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| CFP BOARD OF STANDARDS CENTER FOR FINANCIAL PLANNINGWASHINGTON, DC |
| TO SUPPORT THE CENTER'S ONGOING EFFORTS TO ADVANCE COMPETENT AND ETHICAL FINANCIAL PLANNING AND EXPAND CFP PROFESSIONAL DIVERSITY FOR THE BENEFIT OF THE PUBLIC. |
| $186,643 |
| 2023 |
| GIRL SCOUTS OF THE USANEW YORK, NY | SPONSORSHIP-BOOTH SPONSORSHIP AT GIRL SCOUTS ANNUAL CONVENTION IN JUNE 2023, OPPORTUNITY TO TALK WITH HUNDREDS/THOUSANDS OF HIGH SCHOOL AGED GIRLS FROM ACCRSS THE COUNTRY ABOUT THE FINANCIAL PLANNING DEGREE AND CAREER | $150,000 | 2023 |
| 3.00 |
| $0 |
| Terri Kallsen Cfp | BOARD MEMBER | 3.00 | $0 |
| Malik Lee Cfp Cap Apma | BOARD MEMBER | 3.00 | $0 |
| Linda Leitz Phdcfp Ea | BOARD MEMBER | 3.00 | $0 |
| Elizabeth K Miller Cfp Cfa | BOARD MEMBER | 3.00 | $0 |
| Peter Rohr Cfp | BOARD MEMBER | 3.00 | $0 |
| Martin Seay Ph D Cfp | BOARD MEMBER | 3.00 | $0 |
| Richard Shaw Cfp Mba | BOARD MEMBER | 3.00 | $0 |
| Rick Sherlock | BOARD MEMBER | 3.00 | $0 |
| Nancy Smith Jd | BOARD MEMBER | 3.00 | $0 |
| Elisse Walter Jd | BOARD MEMBER | 3.00 | $0 |
| Kevin Keller | CHIEF EXECUTIVE OFFICER | 40.00 | $0 |
| Leo Rydzewski | GENERAL COUNSEL | 40.00 | $0 |
| Kevin Yea | CHIEF FINANCIAL OFFICER | 40.00 | $0 |
| Elizabeth Stewart | CHIEF OPERATING OFFICER THRU 01/24 | 40.00 | $0 |
| Thomas Sporkin | MANAGING DIRECTOR | 40.00 | $0 |
| Dane Snowden | CHIEF OPERATING OFFICER | 40.00 | $0 |
| Lisa Davis | MANAGING DIRECTOR | 5.00 | $0 |
| James Katsaounis | MANAGING DIRECTOR | 40.00 | $0 |
| Joseph Maugeri | MANAGING DIRECTOR THRU 08/24 | 40.00 | $0 |
| John Loper | MANAGING DIRECTOR | 40.00 | $0 |
| Erin Koeppel | MANAGING DIRECTOR | 40.00 | $0 |
| Adam Zajac | MANAGING DIRECTOR | 40.00 | $0 |
Form 990 · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202403169349301215
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.