CERTIFIED FINANCIAL PLANNER BOARD OF

EIN: 74-2385850Washington, DCZIP: 20005

S41 - Community Improvement & Capacity Building501(c)(3)

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.

Financials

Year	Revenue	Expenses	Assets
2023	$4.5M	$0	$54.3M

Compensation

KEVIN KELLER

Chief Executive Officer

chief executive officer

$706,862

$356,870

$564,691

$1,811,234

LEO RYDZEWSKI

General Counsel

officer (unspecified)

$461,644

$72,000

$79,189

$728,059

ELIZABETH STEWART

Chief Operating Officer

chief operating officer

$399,095

$72,000

$79,189

$667,945

THOMAS SPORKIN

Managing Director

key employee

$375,657

$72,000

$566,978

KEVIN YEA

Chief Financial Officer

chief financial officer

$334,505

$50,000

$482,729

MAUREEN THOMPSON

Vp of Public Policy

vice president

$195,774

$40,000

$216,858

$482,085

JOSEPH MAUGERI

Managing Director

highest compensated employee

$278,956

$53,999

$56,564

$475,603

ROGER MYERS JR

Strategic Advisor

key employee

$11,434

$58,218

$299,412

$401,940

ERIN KOEPPEL

Managing Director

highest compensated employee

$263,751

$41,231

$339,598

JAMES KATSAOUNIS

Managing Director

highest compensated employee

$255,778

$44,250

$338,738

JOHN LOPER

Managing Director

highest compensated employee

$237,162

$39,596

$324,063

ADAM ZAJAC

Director

highest compensated employee

$250,592

$41,043

$315,173

CATHERINE HEALY

Managing Director

key employee

$176,457

$12,000

$211,783

TERRI KALLSEN CFP

MATT BOERSEN CFP CFA

RICK SHERLOCK

ANERI JAMBUSARIA CFP MBA

NANCY SMITH JD

PETER ROHR CFP

MARTIN SEAY PH D CFP

LOUIS BARAJAS CFP MBA

RICHARD SHAW CFP MBA

ALEX ROZMAN

ELIZABETH K MILLER CFP CFA

DAN MOISAND CFP

ROBERTA KARMEL

MARGUERITA CHENG CFP

Explore related organizations

Community Improvement & Capacity Building in District of Columbia All nonprofits in District of Columbia All community improvement & capacity building nonprofits

Similar Organizations

COLOMBIA RICE EXPORT QUOTA INC

Washington, DC

$4.3M revenue

Same sector (S41)Very similar revenue ($4.3M vs $4.5M)Same state (District of Columbia)

DOWNTOWN BID SERVICES CORPORATION

Washington, DC

$4.5M revenue

Same sector (S41)Very similar revenue ($4.5M vs $4.5M)Same state (District of Columbia)

PHARMACEUTICAL PRODUCT STEWARDSHIP WORK

Washington, DC

$4.1M revenue

Same sector (S41)Very similar revenue ($4.1M vs $4.5M)Same state (District of Columbia)

AMERICAN ASSOCIATION FOR DEBT

Washington, DC

$4.3M revenue

Same sector (S41)Very similar revenue ($4.3M vs $4.5M)Same state (District of Columbia)

PET FOOD INSTITUTE

Washington, DC

$5.1M revenue

Same sector (S41)Similar revenue ($5.1M vs $4.5M)Same state (District of Columbia)Similar size (28 vs 27 executives)

National Alliance of Forest Owners

Washington, DC

$5M revenue

Same sector (S41)Similar revenue ($5M vs $4.5M)Same state (District of Columbia)

BUSINESS FORWARD INC

Washington, DC

$3.3M revenue

Same sector (S41)Comparable revenue ($3.3M vs $4.5M)Same state (District of Columbia)Similar median compensation ($426k vs $476k)

MORTGAGE INDUSTRY STANDARDS MAINTENANCE

Washington, DC

$3.4M revenue

Same sector (S41)Similar revenue ($3.4M vs $4.5M)Same state (District of Columbia)

LIQUID ENERGY PIPELINES ASSOCIATION

Washington, DC

$5.5M revenue

Same sector (S41)Similar revenue ($5.5M vs $4.5M)Same state (District of Columbia)

AVIATION SUPPLIERS ASSOCIATION INC

Washington, DC

$3.5M revenue

Same sector (S41)Similar revenue ($3.5M vs $4.5M)Same state (District of Columbia)

Data from IRS Form 990 filings (2023).