Certified Financial Planner Board of Standards Inc
The mission of cfp board of standards, inc is to credential competent and ethical financial planners, uphold cfp certification as the recognized standard and advance the financial planning profession.
Key facts about Certified Financial Planner Board of Standards Inc
In short: Certified Financial Planner Board of Standards Inc gave $564K across 1 grant in 2024 (avg $564K), mostly in District of Columbia. Source: 2024 IRS Form 990.
- EIN
- 35-2787547
- Latest 990 filing
- Form 990, 2024
- Annual giving (2024)
- $563,723
- Grants made (2024)
- 1
- Average grant
- $563,723
- Median grant
- $563,723
- Total assets
- $53,533,548
- Primary geography
- District of Columbia (100% of itemized 2024 grant dollars)
Data from IRS Form 990, 2024; updated September 2026.
Financial Overview
From 2024 IRS Form 990 · View filing
Total Assets
$53.5M
+3.9% YoY
Annual Giving
$564K
+67.5% YoY
Grant Count
1
-50.0% YoY
Avg Grant Size
$564K
+234.9% YoY
About Certified Financial Planner Board of Standards Inc
Based on IRS filings
Certified Financial Planner Board of Standards Inc is a public charity focused on Community Improvement & Capacity Building, based in Washington, DC. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $53.5M in total assets. In 2024, it awarded 1 grant totaling $564K. Net investment income was $766K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2023 to 2024, annual grant giving ranged from $337K (2023) to $564K (2024). In 2024 it made 1 grant totaling $564K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was CFP Board of Standards Center for Financial Planning ($564K).
Grant Size Distribution
3 grants across all recorded years
The most common grant size was in the $100–250K range: 2 grants of 3 (67%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| CFP Board of Standards Center for Financial Planning Washington, 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 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 |
|---|---|---|
| Total Assets | $53,533,548 | $51,515,055 |
| Revenue | $65,247,205 | $58,742,692 |
| Expenses | $63,048,100 | $55,732,814 |
| Net Investment Income | $765,543 | $441,873 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2023 (received by the IRS November 11, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 12, 2025)
- IRS filings on file for fiscal years 2023–2024
Leadership & Key People
Officers and directors from IRS filings
Certified Financial Planner Board of Standards Inc is led by Kevin Keller, Chief Executive Officer on every filing since 2023; none of the 26 officers listed in 2024 report compensation.
Officers on the 2024 filing
Kevin Keller
Chief Executive Officer
On filings since 2023
40 hrs/week
No compensation reported
Matt Boersen CFP CFA
Board Chair
Board Member → Board Chair, 2024
On filings since 2023
3 hrs/week
No compensation reported
Adam Zajac
Managing Director
Director → Managing Director, 2024
On filings since 2023
40 hrs/week
No compensation reported
Erin Koeppel
Managing Director
On filings since 2023
40 hrs/week
No compensation reported
James Katsaounis
Managing Director
On filings since 2023
40 hrs/week
No compensation reported
John Loper
Managing Director
On filings since 2023
40 hrs/week
No compensation reported
Joseph Maugeri
Managing Director
On filings since 2023
40 hrs/week
No compensation reported
Thomas Sporkin
Managing Director
On filings since 2023
40 hrs/week
No compensation reported
Lisa Davis
Managing Director
New on the 2024 filing
5 hrs/week
No compensation reported
Aneri Jambusaria CFP MBA
Board Member
On filings since 2023
3 hrs/week
No compensation reported
Elizabeth K. Miller CFP CFA
Board Member
On filings since 2023
3 hrs/week
No compensation reported
Elizabeth Stewart
Chief Operating Officer
On filings since 2023
40 hrs/week
No compensation reported
Kevin Yea
Chief Financial Officer
On filings since 2023
40 hrs/week
No compensation reported
Leo Rydzewski
General Counsel
On filings since 2023
40 hrs/week
No compensation reported
Louis Barajas CFP MBA
Board Member
On filings since 2023
3 hrs/week
No compensation reported
Marguerita Cheng CFP
Board Member
On filings since 2023
3 hrs/week
No compensation reported
Martin Seay Ph D. CFP
Board Member
On filings since 2023
3 hrs/week
No compensation reported
Nancy Smith JD
Board Member
On filings since 2023
3 hrs/week
No compensation reported
Peter Rohr CFP
Board Member
On filings since 2023
3 hrs/week
No compensation reported
Richard Shaw CFP MBA
Board Member
On filings since 2023
3 hrs/week
No compensation reported
Rick Sherlock
Board Member
On filings since 2023
3 hrs/week
No compensation reported
Terri Kallsen CFP
Board Member
On filings since 2023
3 hrs/week
No compensation reported
Dane Snowden
Chief Operating Officer
New on the 2024 filing
40 hrs/week
No compensation reported
Elisse Walter JD
Board Member
New on the 2024 filing
3 hrs/week
No compensation reported
Linda Leitz Phdcfp Ea
Board Member
New on the 2024 filing
3 hrs/week
No compensation reported
Malik Lee Cfp Cap Apma
Board Member
New on the 2024 filing
3 hrs/week
No compensation reported
Former officers (6)
- Former: Alex Rozman (2023) — Board Member
- Former: Catherine Healy (2023) — Managing Director
- Former: Dan Moisand CFP (2023) — Board Chair
- Former: Maureen Thompson (2023) — Vice President of Public Policy
- Former: Roberta Karmel (2023) — Board Member
- Former: Roger Myers Jr. (2023) — Strategic Advisor
Data from IRS Form 990 filings, 2023–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Certified Financial Planner Board of Standards Inc
How much does Certified Financial Planner Board of Standards Inc give each year?
Certified Financial Planner Board of Standards Inc gave $564K across 1 grant in 2024, according to its 2024 IRS Form 990. In 2023 it gave $337K across 2 grants.
How large is Certified Financial Planner Board of Standards Inc?
Certified Financial Planner Board of Standards Inc reported $53.5M in total assets on its 2024 IRS Form 990. Its revenue that year was $65.2M.
What is Certified Financial Planner Board of Standards Inc?
Certified Financial Planner Board of Standards Inc is a public charity focused on Community Improvement & Capacity Building, based in Washington, DC. It holds $53.5M in total assets as of 2024.
Where does Certified Financial Planner Board of Standards Inc operate?
Certified Financial Planner Board of Standards Inc has awarded grants in District of Columbia, New York.
What is Certified Financial Planner Board of Standards Inc's EIN?
Certified Financial Planner Board of Standards Inc's EIN (Employer Identification Number) is 35-2787547. IRS Form 990 filing data is available on this page for 2023–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Certified Financial Planner Board of Standards Inc by hand.
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