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THE MISSION OF CFP BOARD OF STANDARDS IS TO CREDENTIAL COMPETENT AND ETHICAL FINANCIAL PLANNERS, UPHOLD CFP CERTIFICATION AS THE RECOGNIZED STANDARD AND ADVANCE THE FINANCIAL PLANNING PROFESSION
Source: IRS Form 990 (Tax Year 2024)
Source: IRS Form 990 via ProPublica Nonprofit Explorerⓘ Leadership data below reflects a more recent filing (Tax Year 2024) from the IRS e-file system.
Total Revenue
▼$58.7M
Total Contributions
$0
Total Expenses
▼$55.7M
Total Assets
$51.5M
Total Liabilities
▼$47.1M
Net Assets
$4.4M
Officer Compensation
→$5.1M
Other Salaries
$9.5M
Investment Income
▼$557.2K
Fundraising
▼$0
Source: USAspending.gov
No federal awards found for this organization.
USAspending.gov tracks federal grants, cooperative agreements, and other financial assistance. Not all nonprofits receive federal funding.
Source: Federal Audit Clearinghouse (fac.gov)
No federal single audit records found for this organization.
Single audits are required for entities expending $750,000+ in federal awards annually.
Tax Year 2024 · Source: IRS e-Filed Form 990
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Not confirmed
No additional tax-exempt status records found in ReconForce's database.
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2023 | $58.7M | $0 | $55.7M | $51.5M | $4.4M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
Financial data: IRS Form 990 via ProPublica Nonprofit Explorer (Tax Year 2023)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2024)
Organization info: IRS Business Master File · ProPublica Nonprofit Explorer
| Total |
|---|
| Kevin Keller | Chief Executive Officer | 40 | $0 | $1.1M | $185.5K | $1.3M |
| Leo Rydzewski | General Counsel | 40 | $0 | $646.4K | $137.1K | $783.6K |
| Kevin Yea | Chief Financial Officer | 40 | $0 | $413.3K | $107.7K | $521K |
| Matt Boersen Cfp Cfa | Board Chair | 3 | $0 | $0 | $0 | $0 |
Kevin Keller
Chief Executive Officer
$1.3M
Hrs/Wk
40
Compensation
$0
Related Orgs
$1.1M
Other
$185.5K
Leo Rydzewski
General Counsel
$783.6K
Hrs/Wk
40
Compensation
$0
Related Orgs
$646.4K
Other
$137.1K
Kevin Yea
Chief Financial Officer
$521K
Hrs/Wk
40
Compensation
$0
Related Orgs
$413.3K
Other
$107.7K
Matt Boersen Cfp Cfa
Board Chair
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Dane Snowden | Chief Operating Officer | 40 | $0 | $553.5K | $156.5K | $710K |
| Joseph Maugeri | Managing Director Thru 08/24 | 40 | $0 | $537.3K | $105.1K | $642.3K |
| Thomas Sporkin | Managing Director | 40 | $0 | $476K | $145.2K | $621.2K |
| Elizabeth Stewart | Chief Operating Officer Thru 01/24 | 40 | $0 | $375.5K | $48K | $423.5K |
| James Katsaounis | Managing Director | 40 | $0 | $342.9K | $59.3K | $402.1K |
Dane Snowden
Chief Operating Officer
$710K
Hrs/Wk
40
Compensation
$0
Related Orgs
$553.5K
Other
$156.5K
Joseph Maugeri
Managing Director Thru 08/24
$642.3K
Hrs/Wk
40
Compensation
$0
Related Orgs
$537.3K
Other
$105.1K
Thomas Sporkin
Managing Director
$621.2K
Hrs/Wk
40
Compensation
$0
Related Orgs
$476K
Other
$145.2K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Aneri Jambusaria Cfp Mba | Board Member | 3 | $0 | $0 | $0 | $0 |
| Elisse Walter Jd | Board Member | 3 | $0 | $0 | $0 | $0 |
| Elizabeth K Miller Cfp Cfa | Board Member | 3 | $0 | $0 | $0 | $0 |
| Linda Leitz Phdcfp Ea | Board Member | 3 | $0 | $0 | $0 | $0 |
| Louis Barajas Cfp Mba | Board Member | 3 | $0 | $0 | $0 | $0 |
| Malik Lee Cfp Cap Apma |
Aneri Jambusaria Cfp Mba
Board Member
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Elisse Walter Jd
Board Member
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Elizabeth K Miller Cfp Cfa
Board Member
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
| John Loper |
| Managing Director |
| 40 |
| $0 |
| $320.5K |
| $64.7K |
| $385.2K |
| Erin Koeppel | Managing Director | 40 | $0 | $324.3K | $49.6K | $373.9K |
| Lisa Davis | Managing Director | 5 | $0 | $232.4K | $112.5K | $344.9K |
| Adam Zajac | Managing Director | 40 | $0 | $293.9K | $44.9K | $338.8K |
Elizabeth Stewart
Chief Operating Officer Thru 01/24
$423.5K
Hrs/Wk
40
Compensation
$0
Related Orgs
$375.5K
Other
$48K
James Katsaounis
Managing Director
$402.1K
Hrs/Wk
40
Compensation
$0
Related Orgs
$342.9K
Other
$59.3K
John Loper
Managing Director
$385.2K
Hrs/Wk
40
Compensation
$0
Related Orgs
$320.5K
Other
$64.7K
Erin Koeppel
Managing Director
$373.9K
Hrs/Wk
40
Compensation
$0
Related Orgs
$324.3K
Other
$49.6K
Lisa Davis
Managing Director
$344.9K
Hrs/Wk
5
Compensation
$0
Related Orgs
$232.4K
Other
$112.5K
Adam Zajac
Managing Director
$338.8K
Hrs/Wk
40
Compensation
$0
Related Orgs
$293.9K
Other
$44.9K
| Board Member |
| 3 |
| $0 |
| $0 |
| $0 |
| $0 |
| Marguerita Cheng Cfp | Board Member | 3 | $0 | $0 | $0 | $0 |
| Martin Seay Ph D Cfp | Board Member | 3 | $0 | $0 | $0 | $0 |
| Nancy Smith Jd | Board Member | 3 | $0 | $0 | $0 | $0 |
| Peter Rohr Cfp | Board Member | 3 | $0 | $0 | $0 | $0 |
| Richard Shaw Cfp Mba | Board Member | 3 | $0 | $0 | $0 | $0 |
| Rick Sherlock | Board Member | 3 | $0 | $0 | $0 | $0 |
| Terri Kallsen Cfp | Board Member | 3 | $0 | $0 | $0 | $0 |
Linda Leitz Phdcfp Ea
Board Member
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Louis Barajas Cfp Mba
Board Member
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Malik Lee Cfp Cap Apma
Board Member
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Marguerita Cheng Cfp
Board Member
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Martin Seay Ph D Cfp
Board Member
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Nancy Smith Jd
Board Member
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Peter Rohr Cfp
Board Member
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Richard Shaw Cfp Mba
Board Member
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Rick Sherlock
Board Member
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Terri Kallsen Cfp
Board Member
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0