Charity Search / CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC
Community Improvement (S41) 990 on File

CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC

EIN: 74-2385850 · WASHINGTON, DC 20005-3673 · United States · FY 2024 Data
3 out of 5 59 / 100 Based on 2+ years of filings
Financial strength (30%) 95/100
Reliability (20%) 55/100
Effectiveness (25%) 78/100
Impact (25%) No data yet
Financial data: FY 2024 · Scored 9/13/2026
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Financial Overview — FY 2024
$8.4M
Total Revenue
$9.8M
Total Expenses
$32.6M
Net Assets
152
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio 74.6%
Fundraising Efficiency N/A
Operating Reserve 40.11x
Liability-to-Asset 29.0%
Revenue Diversification 44.4%
Executive Compensation $345K
Compared with Peers
FY 2024
Compared with 1,625 similar organizations (United States, Community Improvement, $1M–$10M in expenses), FY 2024.
This organization Middle half of peers (P25–P75) Peer median
Ratio This org Peer median Position (P10 → P90)
Program expense ratio
Program expenses / total expenses · higher is better
74.6% 85.2%
P10P90
Bottom quarter
Admin expense ratio
Management and general / total expenses · lower is better
22.3% 11.8%
P10P90
Bottom quarter
Fundraising expense ratio
Fundraising expenses / total expenses · lower is better
3.1% 0.1%
P10P90
Below median
Operating reserve
Months of expenses covered by net assets · higher is better
40.1 mo 9.7 mo
P10P90
Top quarter
Liabilities to assets
Total liabilities / total assets · lower is better
29.0% 21.0%
P10P90
Below median
Revenue concentration
Share of revenue from the largest source · lower is better
44.4% 90.7%
P10P90
Top quarter
Revenue growth
Year over year revenue growth
87.6% 8.8%
P10P90
Expense growth
Year over year expense growth
29.7% 10.1%
P10P90
Surplus margin
Surplus as a share of revenue
-16.3% 1.6%
P10P90
Financial History
Year Revenue Expenses Net Assets Program % Staff
2024 $8.4M $9.8M $32.6M 74.6% 152
2023 $4.5M $7.5M $32.3M 69.2% 153
2022 $48.6M $53.4M $31.3M 91.6% 135
2021 $53.0M $46.3M N/A 102
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Organization Details
EIN
74-2385850
State
DC
City
WASHINGTON
ZIP
20005-3673
Classification
S41
Category
Community Improvement
Rating
3★
Coverage
A
Last Updated
Aug 2026
Form 990
On File
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