Certified Financial Planner Board of Standards Inc
Advance competent and ethical financial planning and expand cfp professional diversity for the benefit of the public.
Certified Financial Planner Board Of
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Visit www.cfp.netAbout Certified Financial Planner Board of Standards Inc
CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards that help them serve their clients
Verified certifications
Confirmed against the issuing authority - not self-reported.
Mission
Advance competent and ethical financial planning and expand cfp professional diversity for the benefit of the public.
Focus areas & reach
· What they work on and whereHow it stacks up against peers
· vs. 8 similar community development in United StatesConcerns
· 1 red flagWhere every $1 goes
· FY2024 · IRS 990 (FY2024)GiveRadar Analysis
Original analysis from GiveRadar's dataset of comparable organizations
From what GiveRadar has verified so far, Certified Financial Planner Board of Standards Inc has a complete profile, cross-referenced across 5 independent sources including the IRS.
- GiveRadar has cross-referenced this organization across 5 independent sources, led by the IRS - among the most thoroughly sourced profiles in its cohort. See the sources
- GiveRadar holds 14 years of financial filings for this organization, the most recent for fiscal year 2024 - a deeper filing history than 99% of the 24,268 community development charities in the United States with filings on record. See the filings
- It is one of the better-documented community development charities in the United States GiveRadar currently tracks, because GiveRadar has verified its financial disclosures and its governance. Most of those have little verified data on record yet. View this cohort
- government registration
- financial records (14 filed years)
- disclosed leadership
- a website
- a contact email
- third-party accreditation
- a donation page
- an owner-submitted profile claim
Analysis based on GiveRadar's benchmark dataset of 2026-07-03. It describes what GiveRadar has verified, not a judgment of the organization itself.
Common questions
· Auto-generated from filings + methodologyCertified Financial Planner Board of Standards Inc is a registered community development nonprofit based in Washington, DC, United States. It is registered with the Internal Revenue Service (IRS). It was founded in 1985 and has been operating for 41 years. Its EIN is 742385850. According to GiveRadar's records, it holds active tax-deductible status on the IRS Publication 78 list, which means donations are tax-deductible and the organization is in good standing with the IRS. GiveRadar's Integrity Assessment for the organization is 74/100, which reflects how much public information is available, not whether the charity is legitimate. The organization reports $8M in annual revenue. 145 officers and directors are publicly disclosed. GiveRadar has identified 1 potential concern.
Certified Financial Planner Board of Standards Inc's EIN (Employer Identification Number) is 742385850. This is the organization's IRS tax identification number; you can use it to verify tax-exempt status and to look up its Form 990 filings with the IRS.
Certified Financial Planner Board of Standards Inc has a GiveRadar Integrity Assessment of 74/100. This score combines five components: Registration (20 pts), Financial Transparency (30 pts), Governance (20 pts), Contact Availability (10 pts), and Data Recency (20 pts), with negative adjustments for any red flags. A score of 74 ('Strong transparency') reflects well-documented governance, recent financials, named leadership, and working contact details. For comparison, the average integrity assessment for community development charities in United States is 90/100.
Certified Financial Planner Board of Standards Inc is located in Washington, DC, United States. The organization was established in 1985 and has been active for 41 years.
Based on official tax filings, Certified Financial Planner Board of Standards Inc has $8M in annual revenue. It allocates 75% of expenses to programs and services. This is below the average of 87% for community development charities in United States. Its revenue is significantly above the peer average of $3M. Create a free GiveRadar account to view the complete financial breakdown with year-over-year trends.
Certified Financial Planner Board of Standards Inc is classified as a Community Development organization, registered in United States. It operates as a Supporting organization (509(a)(3)). By size, it is categorized as a large organization. It has $8M in annual revenue. The organization has 145 disclosed officers and directors.
GiveRadar has identified 1 potential concern for Certified Financial Planner Board of Standards Inc. Red flags are automatically detected from official data and may include high executive compensation relative to budget, low program spending, or missing financial filings. Red flags do not necessarily mean wrongdoing but indicate areas that may warrant further review before donating.
According to GiveRadar's records, Certified Financial Planner Board of Standards Inc holds active tax-deductible status on the IRS Publication 78 list, which means donations are tax-deductible and the organization is in good standing with the IRS. It is registered with the Internal Revenue Service (IRS). It reports that 75% of expenses go to programs (the peer average is 87%). GiveRadar provides data for research and does not endorse any organization. A GiveRadar Integrity Assessment reflects how much public data is available, not whether an organization is safe to donate to, so it is always smart to do your own research before giving.
CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards that help them serve their clients Certified Financial Planner Board of Standards Inc is classified as a community development organization registered in United States. The organization was founded in 1985.
Among community development charities registered in United States: It allocates 75% of expenses to programs, below the peer average of 87%. Its annual revenue of $8M is well above the peer average of $3M.
Yes, donations to Certified Financial Planner Board of Standards Inc are generally tax-deductible in the United States. Certified Financial Planner Board of Standards Inc is a 501(c)(3) tax-exempt organization. Its EIN is 742385850, which you can use for tax filing purposes. Donors can typically deduct contributions on their federal income tax return if they itemize deductions. Consult a tax professional for guidance specific to your situation.
Filing history
10 years on file from IRS 990 (FY2024): revenue, expenses, program spending, assets, and liabilities by fiscal year.
See 5 years of revenue, expense breakdowns, and balance sheet.
Sign up to viewTaxes
Tax-deductibility for donors
Donations may be tax-deductible for residents of United States under local rules. Confirm with the charity directly.
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC is registered in United States. Donations from the Netherlands to charities outside the EU/EEA are generally not tax-deductible for Dutch donors unless the charity is listed on the Dutch ANBI register with foreign-recognized status.
Always confirm tax treatment with the charity directly or your tax advisor before donating.
Staff & volunteers
From filings and published profiles
Leadership
From FY2024 filing
Officers & trustees (25)
Source: Public filings
25 officers and trustees on file - free with a GiveRadar account.
Latest news
From global news sources
1 article found
From news sources and the organization. Shown for transparency; news never affects the integrity score.
Activity timeline
Filings and press mentions, merged
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Sign up to write a reviewCause areas in United States
How many charities work in each area, with this charity's area highlighted.
Most common causes in United States
Causes charities work on most, with this charity's causes ticked.
Sources and verification
- Registration and legal identity
- Internal Revenue Service (IRS) - Tax Exempt Organization Search
- Financial filings
- IRS Form 990 filings - Fiscal year 2024 most recent on file.
- Officers and trustees
- Internal Revenue Service (IRS) - Tax Exempt Organization Search - 145 disclosed in the public registry.
- News and media coverage
- GDELT Project + Google News
- Supplementary verification
- ProPublica Nonprofit Explorer
- Supplementary verification
- Charity Navigator
Data freshness
What we know and don't know
Exactly which public data we hold on this charity. Our score reflects transparency, not impact.
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Financial data · FY2024 on record
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Named leadership · 145 officers on file
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Executive pay · Disclosed
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Government registration · Registered with an official registry
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Mission statement · Published
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Official website · On record
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Headquarters address · On file
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Direct contact · Email or phone published
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Tax-deductibility · Verified
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Founding date · 1985
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Programs & activitiesNo named programs listed by the charity
Methodology
GiveRadar builds each profile primarily from official government charity registries, supplemented where available by third-party nonprofit databases and news archives, and combines it into a single 0-100 integrity assessment. The exact sources for this charity are listed above. We don't take a cut of any donation, ever.
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Quick facts about Certified Financial Planner Board of Standards Inc
- What is Certified Financial Planner Board of Standards Inc?
- Certified Financial Planner Board of Standards Inc is a community development supporting organization (509(a)(3)) based in Washington, United States. CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards that help them serve their clients
- When was Certified Financial Planner Board of Standards Inc founded?
- Certified Financial Planner Board of Standards Inc was founded in 1985.
- Who leads Certified Financial Planner Board of Standards Inc?
- Kevin Yea Cpa serves as Chief Financial Officer.
- Where is Certified Financial Planner Board of Standards Inc located?
- Headquartered in Washington, DC, United States.
- What is Certified Financial Planner Board of Standards Inc's annual budget?
- Annual revenue for fiscal year 2024 is approximately $1M-$10M. 75% of expenses go to program services.
- Is Certified Financial Planner Board of Standards Inc trustworthy?
- Certified Financial Planner Board of Standards Inc has a GiveRadar Integrity Assessment of 74 out of 100 (Strong transparency). The score reflects public-data transparency: registration, financial disclosure, governance, contact details, and how recently data was refreshed. It does not measure program impact.
- What is Certified Financial Planner Board of Standards Inc's registration number?
- IRS EIN: 742385850.
- What is Certified Financial Planner Board of Standards Inc's website?
- http://www.cfp.net