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Foundation For Financial Planning Inc

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 581446336 ✦ Washington, DC ✦ Designated as a 501(c)(3)

Overview

What is Foundation For Financial Planning Inc?

Foundation for Financial Planning Inc., based in Washington D.C., is a prominent charitable organization dedicated to enhancing financial well-being for at-risk populations. Over its 25-year history, it has granted over 9 million dollars to pro bono programs, engaging over 27,000 financial planners in volunteer work. The organization has reached over 715,000 individuals in crisis, extending its support to various vulnerable groups such as active military members, wounded veterans, cancer patients, seniors, and domestic violence survivors, among others. The mission of Foundation for Financial Planning Inc. is to expand access to pro bono financial planning, aiming to improve the financial lives of those in need. With a workforce of seven dedicated individuals, the organization serves as a catalyst and leader in fostering a tradition of pro bono service within the financial planning profession.


Official website here: www.ffpprobono.org/

Is Foundation For Financial Planning Inc legitimate?

Foundation For Financial Planning Inc is a legitimate nonprofit organization registered as a 501(c)(3) entity. Foundation For Financial Planning Inc submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.

Here are some key statistics you may want to consider:

Executive Compensation: $379,078
Professional Fundraising Fees: $0
Other Salaries and Wages: $553,464

For more financial information, click here


Official website here: www.ffpprobono.org/

What is the mission statement of Foundation For Financial Planning Inc?

The Foundation for Financial Planning Inc's mission is centered around assisting individuals in need by expanding access to pro bono financial planning services. This non-profit organization targets at-risk populations, such as active military members, wounded veterans, individuals with serious illnesses like cancer, seniors, family caregivers, low-income individuals and families, domestic violence survivors, and many more. Over its 25-year history, the Foundation has granted over 9 million dollars to national and community-based pro bono programs. It has also activated over 27,000 financial planners to volunteer their time and expertise, reaching over 715,000 people in need. The Foundation serves as a leader and catalyst to foster a tradition of pro bono service within the financial planning profession.


Official website here: www.ffpprobono.org/

Who is the CEO of Foundation For Financial Planning Inc?

Jonathan Dauphineesq is the Ceo of Foundation For Financial Planning Inc. The CEO's salary of Foundation For Financial Planning Inc is $368,040 and their total compensation is $379,078.


Official website here: www.ffpprobono.org/

What is the revenue of Foundation For Financial Planning Inc?

Foundation For Financial Planning Inc's revenue in 2022 was $2,147,262.


Official website here: www.ffpprobono.org/

Who are the executives of Foundation For Financial Planning Inc and what are their salaries?

The average compensation at Foundation For Financial Planning Inc during 2022 was $133,220. There are 7 employees and 1,752 volunteers at Foundation For Financial Planning Inc.

Here are 22 key members and their salaries (Foundation For Financial Planning Inc's CEO's salary is $368,040 and their total compensation is $379,078):

    Jonathan Dauphineesq (Ceo) [Trustee/Director]
  • Compensation: $368,040
  • Related: $0
  • Other: $11,038

    • Katherine Egan (Vp Of Dev. &)
  • Compensation: $158,960
  • Related: $0
  • Other: $6,374

    • Rachel Roth (Senior Direc)
  • Compensation: $145,172
  • Related: $0
  • Other: $5,805

    • Jamie Grantham (Operations D)
  • Compensation: $104,252
  • Related: $0
  • Other: $4,382

    • David Canter (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Alexandra Armstrong Cfp (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Dr Dave Yeske Dba Cfp (Vice Chair) [Trustee/Director]
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Laura Tarbox Cfp (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Marty Kurtz Cfp (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Scott Kahan Cfp (Immed Past C) [Trustee/Director]
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Joe Chornyak (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Anthony Tony Svach Cima (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Bernie Clark (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Eric Clarke (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Jeffrey Jeff Concepcion (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Terri Fiedler (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Yonhee Gordon (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Eric Grey (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Ben Harrison (Chair) [Trustee/Director]
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Steve Larson (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Ed Walters (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Jocelyn Wright (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0


  • Official website here: www.ffpprobono.org/

    Where can I find the form 990 for Foundation For Financial Planning Inc?

    The Foundation For Financial Planning Inc’s most recent form 990 was submitted in 2022 and can be accessed here


    Official website here: www.ffpprobono.org/

    Learn more at the official website: www.ffpprobono.org/

    Mission Statement of Foundation For Financial Planning Inc

    The Foundation for Financial Planning Inc, a leading charity in the field, is committed to aiding individuals in need by expanding access to pro bono financial planning services. Their mission is to help enhance the financial lives of at-risk populations, such as active military members and wounded veterans, cancer patients, seniors, family caregivers, low-income individuals and families, domestic violence survivors, and many others. Over the past 25 years, the Foundation has granted over 9 million dollars to national and community-based pro bono programs. They have also collaborated with partners to mobilize over 27,000 financial planners to volunteer their time and expertise. As a result, they have reached over 715,000 people in crisis or need, and have played a significant role in fostering a culture of pro bono service within the financial planning profession.

    Impact

    This information is meant to be a general summary of Foundation For Financial Planning Inc. Please take the time to review official sources before making any decisions based upon the content provided here.




    Saturday, July 20, 2024

    Foundation For Financial Planning Inc's impact is significant in advancing pro bono financial planning for at-risk populations, including active military members and wounded veterans, people with cancer and other serious illnesses, seniors and family caregivers, low-income individuals and families, domestic violence survivors, and many more. Over its more than 25 years of existence, FFP has provided over 9 million in grants to national and community-based pro bono programs. The organization has also worked with partners to activate more than 27,000 financial planners to volunteer their time and talents, reaching over 715,000 people in crisis or need. FFP acts as a leader and catalyst in fostering a rich tradition of pro bono service across the financial planning profession, ultimately helping individuals in need improve their financial lives.





    Financials

    This financial information is from Propublica.

    Revenue
    Expenses
    Efficiency

    Other financial information:

    This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Investment Income: $608,746
  • Program Service Revenue: $0
  • Gross Receipts: $2,147,262

    • Assets and Liabilities:
  • Total Assets: $26,181,813
  • Total Liabilities: $644,154
  • Net Assets: $25,537,659
  • Organization Details

    Founding Year

    1981

    Principal Officer

    Jonathan Dauphineesq

    Main Address

    1425 K STREET NW STE 602, WASHINGTON, DC, 200054909

    NTEE Category

    Code: P125 - Human services

    If you are a representative of Foundation For Financial Planning Inc and wish to learn more about how Give Freely can help you raise funds, please click here: https://givefreely.com/nonprofits/. Our services are offered at no cost to your organization.