Nonprofit · EIN 58-1446336
FOUNDATION FOR FINANCIAL PLANNING INC
Tax-exempt · WASHINGTON, DC 20005
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $3,395,599 | $2,283,914 | $1,111,685 | $32,232,401 | $705,096 | $31,527,305 |
| December 31, 2023 | 990 | $2,459,469 | $2,026,744 | $432,725 | $29,351,117 | $715,374 | $28,635,743 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,556,191
- Program service revenue
- $0
- Investment income
- $839,059
- Other revenue
- $349
Expenses
- Grants and similar amounts paid
- $472,860
- Compensation of officers, directors and key employees
- $555,131
- Other salaries and wages
- $736,671
- Salaries, compensation and benefits (total)
- $1,413,903
- Professional fundraising fees
- $0
- Occupancy
- $32,169
- Travel
- $70,728
- Depreciation
- $6,356
- Program services (functional)
- $1,732,127
- Management and general (functional)
- $376,148
- Fundraising (functional)
- $175,639
Balance sheet and other
- Total assets, start of year
- $29,351,117
- Total assets, end of year
- $32,232,401
- Total liabilities, end of year
- $705,096
- Net assets, end of year
- $31,527,305
- Land, buildings and equipment
- $2,736
- Publicly traded securities
- $28,487,158
- Net assets without donor restrictions
- $29,868,731
- Net assets with donor restrictions
- $1,658,574
- Gross receipts
- $3,395,599
- Employees
- 7
- Volunteers
- 1,680
- Year formed
- 1981
- State of legal domicile
- GA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JONATHAN DAUPHINEESQ | CEO Officer | 40 | $529,053 | $26,077 |
| KATHERINE EGAN | VP OF DEV. & Highest-paid employee | 40 | $202,574 | $9,843 |
| RACHEL ROTH | SENIOR DIREC Highest-paid employee | 40 | $162,373 | $7,713 |
| JAMIE GRANTHAM | OPERATIONS D Highest-paid employee | 40 | $115,550 | $16,032 |
| DR DAVE YESKE DBA CFP | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| BEN HARRISON | IMMEDIATE PA Trustee or director, Officer | 1 | $0 | $0 |
| ANTHONY TONY SVACH CIMA | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SCOTT KAHAN CFP | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| JOE CHORNYAK | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| YONHEE GORDON | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| ERIC GREY | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| ALEXANDRA ARMSTRONG CFP | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| KALITA BLESSING | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| BERNIE CLARK | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| TERRI FIEDLER | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
13 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVE LARSON | TRUSTEE Trustee or director | 0.5 | $0 |
| JEFFREY JEFF CONCEPCION | TRUSTEE Trustee or director | 0.5 | $0 |
| PAUL DRAKELEY | TRUSTEE Trustee or director | 0.5 | $0 |
| MARTY KURTZ CFP | TRUSTEE Trustee or director | 0.5 | $0 |
| ED WALTERS | TRUSTEE Trustee or director | 0.5 | $0 |
| JOCELYN WRIGHT | TRUSTEE Trustee or director | 0.5 | $0 |
| GABRIAL GARCIA | TRUSTEE Trustee or director | 0.5 | $0 |
| ERICA JAMES | TRUSTEE Trustee or director | 0.5 | $0 |
| ROHIT MAHNA | TRUSTEE Trustee or director | 0.5 | $0 |
| KRISTIN PUGH | TRUSTEE Trustee or director | 0.5 | $0 |
| HUSSAIN ZAIDI | TRUSTEE Trustee or director | 0.5 | $0 |
| MEGAN CARPENTER | TRUSTEE Trustee or director | 0.5 | $0 |
| NATALIE WOLFSEN | TRUSTEE Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2023: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JONATHAN DAUPHINEESQ | CEO Officer | 40 | $384,000 | $21,000 |
| KATHERINE EGAN | VP OF DEV. & Highest-paid employee | 40 | $194,396 | $10,404 |
| RACHEL ROTH | SENIOR DIREC Highest-paid employee | 40 | $154,396 | $8,904 |
| JAMIE GRANTHAM | OPERATIONS D Highest-paid employee | 40 | $110,000 | $13,600 |
| KALITA BLESSING | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| ALEXANDRA ARMSTRONG CFP | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| DR DAVE YESKE DBA CFP | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MARTY KURTZ CFP | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| SCOTT KAHAN CFP | IMMED PAST C Trustee or director, Officer | 1 | $0 | $0 |
| JOE CHORNYAK | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| ANTHONY TONY SVACH CIMA | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| BERNIE CLARK | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| ERIC CLARKE | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| JEFFREY JEFF CONCEPCION | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| PAUL DRAKELEY | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| TERRI FIEDLER | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| GABRIAL GARCIA | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| YONHEE GORDON | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| ERIC GREY | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| BEN HARRISON | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| ERICA JAMES | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| STEVE LARSON | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| ROHIT MAHNA | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| KRISTIN PUGH | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| ED WALTERS | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| JOCELYN WRIGHT | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| HUSSAIN ZAIDI | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1425 K ST NW STE 602, WASHINGTON, DC 20005-4988
- In care of
- % JAMES A PENISTON
- Principal officer (990 for 2024)
- JONATHAN DAUPHINEESQ, 1425 K STREET NW STE 602, WASHINGTON, DC 20005
- Signed the 990
- JONATHAN DAUPHINEESQ, CEO
- Phone
- (202) 864-5180
- Website
- HTTPS://FFPPROBONO.ORG/
- Return prepared by
- REED QUINN & MCCLURE
Mission
OUR MISSION IS TO HELP PEOPLE IN NEED IMPROVE THEIR FINANCIAL LIVES BY EXPANDING ACCESS TO PRO BONO FINANCIAL PLANNING.
Program accomplishments
- FOUNDATION FOR FINANCIAL PLANNING (FFP) IS THE NATION'S LEADING CHARITY DEDICATED TO ADVANCING PRO BONO FINANCIAL PLANNING FOR AT-RISK POPULATIONS, INCLUDING ACTIVE MILITARY MEMBERS AND WOUNDED VETERANS, PEOPLE WITH CANCER AND OTHER SERIOUS ILLNESS, SENIORS AND FAMILY CAREGIVERS, LOW-INCOME INDIVIDUALS AND FAMILIES, DOMESTIC VIOLENCE SURVIVORS AND MANY MORE. OVER ITS 30 YEARS, FFP HAS PROVIDED OVER 10.4 MILLION IN GRANTS TO NATIONAL AND COMMUNITY-BASED PRO BONO PROGRAMS; WORKED WITH PARTNERS TO ACTIVATE MORE THAN 30,000 FINANCIAL PLANNERS TO VOLUNTEER THEIR TIME AND TALENTS; REACHED OVER 776,000 PEOPLE IN CRISIS OR NEED; AND ACTED AS A LEADER AND CATALYST TO FOSTER A RICH TRADITION OF PRO BONO SERVICE ACROSS THE FINANCIAL PLANNING PROFESSION.Expenses $1,732,127 · grants $472,860
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 58-1446336
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1983
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P125)
- Assets (IRS master file)
- $32,232,401
- Income (IRS master file)
- $3,395,599
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $3,395,599 | $2,283,914 | $32,232,401 | XML |
| 990 | December 2023 | $2,459,469 | $2,026,744 | $29,351,117 | XML |
| 990 | December 2022 | $2,147,262 | $1,830,846 | $26,181,813 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 58-1446336).
Questions about FOUNDATION FOR FINANCIAL PLANNING INC
- What is the EIN of FOUNDATION FOR FINANCIAL PLANNING INC?
- The employer identification number (EIN) of FOUNDATION FOR FINANCIAL PLANNING INC is 58-1446336.
- Is FOUNDATION FOR FINANCIAL PLANNING INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to FOUNDATION FOR FINANCIAL PLANNING INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FOUNDATION FOR FINANCIAL PLANNING INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FOUNDATION FOR FINANCIAL PLANNING INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FOUNDATION FOR FINANCIAL PLANNING INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of FOUNDATION FOR FINANCIAL PLANNING INC?
- The 990 for the year ended December 31, 2024 names JONATHAN DAUPHINEESQ.
- Who are the officers and directors of FOUNDATION FOR FINANCIAL PLANNING INC?
- The 990 for the year ended December 31, 2024 lists 28 people; 4 received compensation from the organization, the highest $529,053 (JONATHAN DAUPHINEESQ, CEO).
- How much revenue does FOUNDATION FOR FINANCIAL PLANNING INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $3,395,599, expenses of $2,283,914 and total assets of $32,232,401 at year end.
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