FINANCIAL PLANNING STANDARDS BOARD LTD
Data sourced from IRS 990 public filings
FINANCIAL PLANNING STANDARDS BOARD LTD PROMOTE WORLDWIDE PROFESSIONAL STANDARDS IN FINANCIAL PLANNING.
National
Adults (Ages 26-64)
Community & Economic Development
Free Market/Pro-Business
Education & Awareness
Convening & Network Building
Annual Revenue
$5,318,292
Known Funders
0
Grants Received
0
Financial History
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $5,318,292 | $5,136,214 | $4,597,822 |
| 2023 | $5,392,595 | $5,419,612 | $4,618,060 |
| 2022 | $5,146,339 | $5,307,386 | $4,677,513 |
| 2021 | $4,746,660 | $4,755,908 | $4,793,779 |
| 2020 | $4,629,532 | $4,373,933 | $4,454,555 |
| 2019 | $4,135,010 | $4,215,151 | $4,129,828 |
| 2018 | $3,733,934 | $3,364,284 | $3,783,945 |
| 2017 | $3,793,100 | $3,324,021 | $3,328,232 |
Top Funders
No funder data available yet for this nonprofit.
Key Personnel
From 2024 IRS 990 filing
A
ANA CLAUDIA UTUMI
CHAIRPERSON
Officer
A
ANDREA MIDDEL
CHAIR PERSON ELECT
Officer
C
CAROLINE DABU
MEMBER
C
COLIN SLABACH
MEMBER
D
DARREN MCSHANE
MEMBER
C
CHUN HEI CHAN
MEMBER
J
JEFF FARRAR
MEMBER (THRU 03/24)
K
KAJA KROLL
MEMBER
S
SANKIE MORATA
MEMBER (THRU 03/24)
Y
YU GAO
MEMBER
Showing 10 of 20 key personnel.
Frequently Asked Questions
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