Nonprofit · EIN 61-1448490
FINANCIAL PLANNING STANDARDS BOARD LTD
Tax-exempt · DENVER, CO 80202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $5,229,072 | $5,312,919 | -$83,847 | $4,667,417 | $1,204,339 | $3,463,078 |
| December 31, 2024 | 990 | $5,318,292 | $5,136,214 | $182,078 | $4,597,822 | $1,194,654 | $3,403,168 |
| December 31, 2023 | 990 | $5,392,595 | $5,419,612 | -$27,017 | $4,618,060 | $1,463,991 | $3,154,069 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $5,066,759
- Investment income
- $162,313
- Net gain from sales of assets
- $43,227
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,493,784
- Other salaries and wages
- $1,162,703
- Salaries, compensation and benefits (total)
- $2,994,862
- Professional fundraising fees
- $0
- Legal fees
- $359,744
- Accounting fees
- $62,359
- Occupancy
- $82,105
- Travel
- $505,157
- Depreciation
- $51,933
Balance sheet and other
- Total assets, start of year
- $4,597,822
- Total assets, end of year
- $4,667,417
- Total liabilities, end of year
- $1,204,339
- Net assets, end of year
- $3,463,078
- Land, buildings and equipment
- $92,818
- Publicly traded securities
- $2,795,635
- Net assets without donor restrictions
- $3,463,078
- Gross receipts
- $7,899,163
- Employees
- 15
- Volunteers
- 14
- Year formed
- 2003
- State of legal domicile
- DE
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DANTE DEGORI | CHIEF EXECUTIVE OFFICER Officer | 39 | $369,267 | $50,815 |
| CHRISTINE SEARLS | CHIEF LEGAL OFFICER AND SECRETARY Officer | 39.5 | $297,782 | $72,947 |
| ERIC CAUBLE | CHIEF OPERATING OFFICER THRU 7/31/25 Key employee | 36.2 | $343,472 | $22,248 |
| PAUL GRIMES | CHIEF PROFESSIONALISM OFFICER Key employee | 38.6 | $279,950 | $57,303 |
| ELLE MANTON | SR. DIR. OF MKTG & COMMUNICATIONS Highest-paid employee | 40 | $192,510 | $27,889 |
| SARA WHITE | DIRECTOR OF NETWORK ENGAGEMENT Highest-paid employee | 40 | $179,144 | $11,478 |
| DALIA EL PRINCE | DIRECTOR OF BUSINESS DEVELOPMENT-TECH Highest-paid employee | 35.5 | $176,781 | $12,221 |
| TANYA DAHLEN | DIRECTOR OF LEGAL SERVICES Highest-paid employee | 38.3 | $168,181 | $16,659 |
| THERESA MOHAN | DIRECTOR OF FINANCE Highest-paid employee | 38.7 | $146,811 | $15,293 |
| ANDREA MIDDEL | CHAIRPERSON-ELECT AND CHAIRPERSON Trustee or director, Officer | 3 | $0 | $0 |
| ANA CLAUDIA UTUMI | CHAIRPERSON THRU 3/15/25 Trustee or director, Officer | 3 | $0 | $0 |
| CAROLINE DABU | CHAIRPERSON-ELECT Trustee or director, Officer | 3 | $0 | $0 |
| EUNICE CHUN HEI CHAN | MEMBER Trustee or director | 3 | $0 | $0 |
| MARCIA DESSEN | MEMBER Trustee or director | 3 | $0 | $0 |
| YU GAO | MEMBER Trustee or director | 3 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAN KARSTEN | MEMBER Trustee or director | 3 | $0 |
| KAJA KROLL | MEMBER THRU 3/15/25 Trustee or director | 3 | $0 |
| DARREN MCSHANE | MEMBER Trustee or director | 3 | $0 |
| COLIN SLABACH | MEMBER Trustee or director | 3 | $0 |
990 for the year ended December 31, 2024: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DANTE DEGORI | CHIEF EXECUTIVE OFFICER Officer | 39 | $350,424 | $37,187 |
| ERIC CAUBLE | CHIEF OPERATING OFFICER Key employee | 36.2 | $291,989 | $68,104 |
| CHRISTIE SEARLS | CHIEF LEGAL OFFICER Officer | 39.5 | $283,925 | $66,604 |
| PAUL GRIMES | CHIEF PROFESSIONALISM OFFI Key employee | 38.6 | $282,233 | $27,500 |
| AMY WISNIEWSKI | DIRECTOR OF BUSINESS DEVELOPMENT-OPS Highest-paid employee | 38.7 | $171,849 | $30,832 |
| DALIA EL PRINCE | DIRECTOR OF BUSINESS DEVELOPMENT-TECH Highest-paid employee | 35.5 | $180,576 | $11,975 |
| ELLE MANTON | DIRECTOR OF MARKETING & COMMUNICATIONS Highest-paid employee | 40 | $163,162 | $18,805 |
| TANYA DAHLEN | DIRECTOR OF LEGAL SERVICES Highest-paid employee | 38.3 | $163,877 | $16,640 |
| NOEL MAYE | CHIEF EXECUTIVE OFFICER Former | 0 | $178,379 | $0 |
| SARA WHITE | DIRECTOR OF NETWORK ENGAGEMENT Highest-paid employee | 40 | $166,540 | $10,210 |
| ANA CLAUDIA UTUMI | CHAIRPERSON Trustee or director, Officer | 3 | $0 | $0 |
| ANDREA MIDDEL | CHAIR PERSON ELECT Trustee or director, Officer | 3 | $0 | $0 |
| CAROLINE DABU | MEMBER Trustee or director | 3 | $0 | $0 |
| COLIN SLABACH | MEMBER Trustee or director | 3 | $0 | $0 |
| DARREN MCSHANE | MEMBER Trustee or director | 3 | $0 | $0 |
| CHUN HEI CHAN | MEMBER Trustee or director | 3 | $0 | $0 |
| JEFF FARRAR | MEMBER (THRU 03/24) Trustee or director | 3 | $0 | $0 |
| KAJA KROLL | MEMBER Trustee or director | 3 | $0 | $0 |
| SANKIE MORATA | MEMBER (THRU 03/24) Trustee or director | 3 | $0 | $0 |
| YU GAO | MEMBER Trustee or director | 3 | $0 | $0 |
990 for the year ended December 31, 2023: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ERIC CAUBLE | CHIEF OPERATING OFFICER Key employee | 40 | $270,820 | $83,446 |
| DANTE DEGORI | CHIEF EXECUTIVE OFFICER Officer | 40 | $286,358 | $38,643 |
| CHRISTIE SEARLS | CHIEF LEGAL OFFICER Officer | 40 | $231,787 | $76,421 |
| PAUL GRIMES | CHIEF PROFESSIONALISM OFFICER Key employee | 40 | $271,918 | $0 |
| AMY WISNIEWSKI | DIRECTOR OF BUSINESS DEVELOPMENT-OPS Highest-paid employee | 40 | $164,811 | $29,948 |
| DALIA EL-PRINCE | DIRECTOR BUSINESS DEVELOPMENT-TECH Highest-paid employee | 40 | $164,278 | $13,912 |
| NOEL MAYE | CHIEF EXECUTIVE OFFICER (THRU 12/22) Former | 0 | $171,224 | $0 |
| TANYA DAHLEN | DIRECTOR LEGAL SERVICES Highest-paid employee | 40 | $143,173 | $20,000 |
| SARA WHITE | DIRECTOR OF NETWORK ENGAGEMENT Highest-paid employee | 40 | $141,695 | $10,235 |
| NORAH DUFFY | SR. MANAGER OF STANDARDS & CERTIFICATION Highest-paid employee | 40 | $128,200 | $9,241 |
| ANA CLAUDIA UTUMI | CHAIRPERSON ELECT / CHAIRPERSON Trustee or director, Officer | 3 | $0 | $0 |
| GARRY MURIWAI | CHAIRPERSON (THRU 3/23) Trustee or director, Officer | 3 | $0 | $0 |
| ANDREA MIDDEL | MEMBER/CHAIRPERSON ELECT Trustee or director, Officer | 3 | $0 | $0 |
| CAROLINE DABU | MEMBER Trustee or director | 3 | $0 | $0 |
| JEFF FARRAR | MEMBER Trustee or director | 3 | $0 | $0 |
| KAJA KROLL | MEMBER Trustee or director | 3 | $0 | $0 |
| DARREN MCSHANE | MEMBER Trustee or director | 3 | $0 | $0 |
| BRETT MILLARD | MEMBER Trustee or director | 3 | $0 | $0 |
| SANKIE MORATA | MEMBER Trustee or director | 3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1600 STOUT ST STE 900, DENVER, CO 80202-3160
- Principal officer (990 for 2025)
- DANTE DE GORI, 1600 STOUT STREET 900, DENVER, CO 80202
- Signed the 990
- DANTE DE GORI, CHIEF EXECUTIVE OFFICER
- Phone
- (720) 407-1907
- Website
- WWW.FSPB.ORG
- Return prepared by
- RSM US LLP
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.
Program accomplishments
- 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.
- THE FINANCIAL PLANNING STANDARDS BOARD LTD. (FPSB) LICENSES CERTAIN TRADEMARKS AND OTHER INTELLECTUAL PROPERTY TO AFFILIATES SO THEY CAN ESTABLISH FINANCIAL PLANNING AS A PROFESSION IN THEIR TERRITORY AND THE CFP MARKS AS THE SYMBOL OF EXCELLENCE IN FINANCIAL PLANNING. FPSB REGULARLY CONVENES CALLS AND MEETINGS, INCLUDING AN ANNUAL GLOBAL MEETING, AT WHICH AFFILIATE ORGANIZATIONS CONDUCT THE BUSINESS OF FPSB LEADERS LEARN BEST PRACTICES FROM EACH OTHER AND DEVELOP STRATEGIES FOR ESTABLISHING THE FINANCIAL PLANNING PROFESSION.
- THE FINANCIAL PLANNING STANDARDS BOARD LTD. (FPSB), THROUGH ITS WHOLLY-OWNED SUBSIDIARY, OFFERS FINANCIAL PLANNING EDUCATION AND CERTIFICATION PROGRAMS DIRECTLY IN CERTAIN TERRITORIES TO BUILD THE GLOBAL FINANCIAL PLANNING PROFESSION. AS PART OF THESE EFFORTS, FPSB WILL DELIVER PROGRAMS TO INCREASE FINANCIAL LITERACY, EDUCATE PROFESSIONALS ON THE COMPONENTS OF COMPREHENSIVE FINANCIAL PLANNING AND ESTABLISH A PATHWAY OPPORTUNITY FOR THOSE PROFESSIONALS TO ACHIEVE CFP CERTIFICATION AND PRACTICE COMPREHENSIVE FINANCIAL PLANNING.
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 | 990 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
- 61-1448490
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2004
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S46)
- Assets (IRS master file)
- $4,667,417
- Income (IRS master file)
- $7,899,163
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $5,229,072 | $5,312,919 | $4,667,417 | IRS |
| 990 | December 2024 | $5,318,292 | $5,136,214 | $4,597,822 | IRS |
| 990 | December 2023 | $5,392,595 | $5,419,612 | $4,618,060 | XML |
| 990 | December 2022 | $5,146,339 | $5,307,386 | $4,677,513 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 61-1448490).
Questions about FINANCIAL PLANNING STANDARDS BOARD LTD
- What is the EIN of FINANCIAL PLANNING STANDARDS BOARD LTD?
- The employer identification number (EIN) of FINANCIAL PLANNING STANDARDS BOARD LTD is 61-1448490.
- Is FINANCIAL PLANNING STANDARDS BOARD LTD tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2004.
- Are donations to FINANCIAL PLANNING STANDARDS BOARD LTD tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does FINANCIAL PLANNING STANDARDS BOARD LTD 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 FINANCIAL PLANNING STANDARDS BOARD LTD due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FINANCIAL PLANNING STANDARDS BOARD LTD last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of FINANCIAL PLANNING STANDARDS BOARD LTD?
- The 990 for the year ended December 31, 2025 names DANTE DE GORI.
- Who are the officers and directors of FINANCIAL PLANNING STANDARDS BOARD LTD?
- The 990 for the year ended December 31, 2025 lists 19 people; 9 received compensation from the organization, the highest $369,267 (DANTE DEGORI, CHIEF EXECUTIVE OFFICER).
- How much revenue does FINANCIAL PLANNING STANDARDS BOARD LTD have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $5,229,072, expenses of $5,312,919 and total assets of $4,667,417 at year end.
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