Financial Planning Standards Board Ltd
Nonprofit profile at a glance
- EIN
- 611448490
- IRS 990 coverage
- 2010–2025
- Forms available
- Form 990 2025
- Location
- Denver, CO, USA
- Phone
- 7204071907
- Rating confidence
- Limited
- Sector
- Boards of Trade
Reported finances
- Revenue
- $5,229,072
- Expenses
- $5,312,919
- Assets
- $4,667,417
- Liabilities
- $1,204,339
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
19 people listed
Executive titles in this filing
- DANTE DEGORI (CHIEF EXECUTIVE OFFICER)
Highest reported compensation
- DANTE DEGORI (CHIEF EXECUTIVE OFFICER): $420,082 total reported compensation
- CHRISTINE SEARLS (CHIEF LEGAL OFFICER AND SECRETARY): $370,729 total reported compensation
- ERIC CAUBLE (CHIEF OPERATING OFFICER THRU 7/31/25): $365,720 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To benefit the global community by establishing, upholding, and promoting worldwide professional standards in financial planning. (continued on schedule o)financial planning standards board ltd.'s (fpsb) committment to excellence is represented by the marks of professional distinction cfp, certified financial planner.
What it reported doing in 2025
The financial planning standards board ltd. (fpsb) affiliate assessment program evaluates all aspects of affiliate organizations' administration of fpsb's licensed certification programs. Assessments address: 1) content alignment with the global body of knowledge, 2) compliance with global financial planning practice standards and cfp certification requirements, 3) organizational stability and sustainability to deliver the cfp certification program, and 4) compliance with terms of affiliation agreements. Fpsb regularly engages with affiliates to evaluate status and implement recommendations for improvements.
Operating model
- Revenue model
- Earned-program. 98% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 54
- Accountability: 95
- Sustainability: 23
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: 3 of 6 controls in place; rating input score 50
- Compensation committee: Pass
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Pass
- Board or committee approval: Pass
- Foreign activity oversight: Scored; rating input score 0
- Grant itemization coverage: Scored; rating input score 0
- Major donor itemization: Limited
- Related-party transparency: Yes; rating input score 100
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 8 of 9 controls in place; rating input score 89
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Fail
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -1.6%; rating input score 22; 22nd percentile among comparable filings
- Total-asset coverage ratio: 0.88; rating input score 29; 29th percentile among comparable filings
- Liabilities to assets ratio: 0.26; rating input score 30; 30th percentile among comparable filings
- Officer compensation ratio: 45.9%; rating input score 2; 2nd percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 4.8% per year; rating input score 100; 36th percentile among comparable filings
- Asset growth: 5.8% per year; rating input score 100; 37th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: 8 of 8 board members independent · 8 of 9 filing controls reported
- Programs: 3 filed program accomplishments
- Leadership: top reported pay $420K · 19 people listed · 3 of 6 pay-setting controls reported
- Highest-paid contractors: 1 contractor listed · $342K reported
- Consistency: 12 of 12 current checks pass
- Schedules: 6 filed schedules · includes foreign activity, executive pay, and related organizations
- Filing history: 16 filing years from 2010 to 2025
- Contacts: How to reach this organization
- Money network: 9 filed money-flow records
- Related organizations: 1 filed related-organization link
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Transparency & Controls: Foreign activity oversight scored 0/100.
- High — Transparency & Controls: Grant itemization coverage scored 0/100.
- High — Sustainability: Operating margin scored 22/100.
- High — Sustainability: Total-asset coverage ratio scored 29/100.
- Review — Accountability: Governance controls: Other executive compensation review process not reported.
- High — Sustainability: Officer compensation ratio scored 2/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 30/100.