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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

Community Development Washington, DC EIN: 742385850 (IRS) Sign up to see website
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74
Integrity Assessment
Strong transparency
74/100 · methodology

About 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

Founded
Headquarters
Washington, DC
Foundation type
Supporting organization (509(a)(3))
NTEE code
S41
IRS subsection
501(c)(03)
Ruling date
Size
large

Verified certifications

Confirmed against the issuing authority - not self-reported.

IRS Tax-Deductible since 1985

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 where
SDG alignment The 17 UN Sustainable Development Goals (SDGs) are the global agenda for ending poverty, protecting the planet, and ensuring prosperity by 2030. We tag each charity to the goals its work advances.

How it stacks up against peers

· vs. 8 similar community development in United States
Program spending This charity: 75%
Peer average: 87%
CEO comp as % of revenue This charity: 19.42%
Peer average: 0.48%
Integrity Assessment This charity: 74
Peer average: 90

Concerns

· 1 red flag
High Executive Pay
Top executive compensation is 16.7% of total expenses ($1,628,423 of $9,754,216).

Where every $1 goes

· FY2024 · IRS 990 (FY2024)
$0.75
Program$0.75

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
GiveRadar has verified
  • government registration
  • financial records (14 filed years)
  • disclosed leadership
  • a website
  • a contact email
  • third-party accreditation
Not yet verified by GiveRadar
  • 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 + methodology

Certified 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.

Annual revenue
$1M-$10M
75% to programs
Source: IRS 990 (FY2024) why this matters
Unlock exact figures

Filing history

10 years on file from IRS 990 (FY2024): revenue, expenses, program spending, assets, and liabilities by fiscal year.

Years on record: FY2024, FY2023, FY2022, FY2021, FY2020, FY2019, FY2018, FY2017, FY2016, FY2015.
Financial details are free - with a GiveRadar account

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Taxes

Tax-deductibility for donors

Donations may be tax-deductible for residents of United States under local rules. Confirm with the charity directly.

Always confirm tax treatment with the charity directly or your tax advisor before donating.

Staff & volunteers

From filings and published profiles

Employees
152

Leadership

From FY2024 filing

KE
Kevin Y•• C••
Chief Financial Officer

Officers & trustees (25)

Source: Public filings

See full names, roles, and stories

25 officers and trustees on file - free with a GiveRadar account.

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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

Form filed
$8.4M revenue
FY2024
IRS 990
Form filed
$4.5M revenue
FY2023
IRS 990
Form filed
$48.6M revenue
FY2022
IRS 990
Form filed
$49.0M revenue
FY2021
IRS 990
Form filed
$43.0M revenue
FY2020
IRS 990
Form filed
$44.5M revenue
FY2019
IRS 990
Form filed
$40.1M revenue
FY2018
IRS/ProPublica
Peter W Post authorized by the Certified Financial Planner Board of Standards - Vermont Business Magazine
Apr 2018
vermontbiz.com
Form filed
$38.2M revenue
FY2017
IRS/ProPublica
Form filed
$35.4M revenue
FY2016
IRS/ProPublica
Form filed
$32.1M revenue
FY2015
IRS/ProPublica

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Cause areas in United States

How many charities work in each area, with this charity's area highlighted.

Human Services 322,679
Education 195,586
Arts & Culture 133,128
Advocacy & Civil Rights 128,026
Religion 114,636
Health 98,862
Community Development this charity 56,086
Youth Development 53,450
See all cause areas in United States

Most common causes in United States

Causes charities work on most, with this charity's causes ticked.

Community Development 235,146
Education 159,016
Religion 103,741
Arts & Culture 101,203
Human Rights 76,926
Health 65,250
Youth Development 47,775
Animal Welfare 32,425

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

Last updated
Jun 12, 2026
Registry checked
Jun 6, 2026
Profile completeness
100%

What we know and don't know

Exactly which public data we hold on this charity. Our score reflects transparency, not impact.

On record · 10
  • Financial data · FY2024 on record
  • Named leadership · 145 officers on file
  • Executive pay · Disclosed
  • Government registration · Registered with an official registry
  • Mission statement · Published
  • Official website · On record
  • Headquarters address · On file
  • Direct contact · Email or phone published
  • Tax-deductibility · Verified
  • Founding date · 1985
Not available · 1
  • Programs & activities
    No 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.

Read full methodology

Are you the owner or a board member?

If you represent this organization and want to correct or update its data, you can claim this listing to edit details yourself, or email [email protected] with the correct information. We review every request and respond within 30 days.

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