Financial Planning Standards Board


Financial Planning Standards Board

FPSB mission is to benefit the global community by establishing, upholding and promoting worldwide professional standards in financial planning. FPSB’s commitment to excellence is represented by the marks of professional distinction—CFP, CERTIFIED FINANCIAL PLANNER and CFp

Organization Type:
National Trade or Professional Association
Acronym:
FPSB
Tax Exempt Status:
501(c)(6)
Industry:
Banking/Finance/Investments
Address:
707 17th St.
Suite 2925 Denver, CO 80202
Telephone:
Fax:
Website:
Staff:
14
Volunteers:
44
Members:
24 Organizations
Certification Programs:
CFP


Financial Snapshot

 

Total revenues: $3,793,100


Year - 2017
1st-yr growth
7.32%
 
 
 
 
 
Year by Year
Revenue
 
Program service revenue
 
Investment income
 
Sales of non-inventory assets

Total expenses: $3,324,021


Year - 2017
1st-yr growth
-2.49%
 
 
 
 
 
Year by Year
Expenses
 
Compensation of current officers, directors, etc
 
Compensation for non-officers/directors
 
Travel
 
Other

Total assets: $3,328,232


Year - 2017
1st-yr growth
19.94%
 
 
 
 
 
Year by Year
Assets
 
Savings and temporary cash investments
 
Intangible assets
 
Other assets
 
Other

Total Liabilities: $528,393


Year - 2017
1st-yr growth
18.97%
 
 
 
 
 
Year by Year
Liabilities
 
Accounts payable and accrued expenses
 
Other liabilities
 
Deferred revenue

   Revenue:

Revenue: Amount ($)
Program service revenue 3,791,653
Investment income 1,247
Sales of non-inventory assets 200
Net rental income 0
Miscellaneous revenue 0
Gaming income 0
Tax-exempt bond proceeds 0
Fundraising income 0
Royalties 0
Total contributions 0
Income from sales of inventory 0
Total Revenue:

$3,793,100

1-yr growth
7.32%
Program service revenue
Investment income
Sales of non-inventory assets

   Expenses:

Expenses: Amount ($)
Compensation of current officers, directors, etc 930,015
Compensation for non-officers/directors 729,427
Travel 440,873
Other fees 326,870
Legal fees 285,915
Payroll taxes 86,553
Occupancy 83,950
Accounting fees 74,884
Other expenses 73,513
Office expenses 73,350
Pension plan contributions 60,750
Depreciation, depletion, amortization 52,890
Other employee benefits 42,382
Insurance 33,366
Information technology 29,283
Royalties 0
Travel/entertainment expenses to public officials 0
Conferences, conventions, meetings 0
Interest expense 0
Payments to affiliates 0
Lobbying fees 0
Professional fundraising fees 0
Investment management fees 0
Management fees 0
Advertising and promotion 0
Compensation of disqualified persons 0
Grants to governments/orgs in the US 0
Grants to individuals in the US 0
Grants to orgs and individuals outside the US 0
Benefits paid to or for members 0
Total Expenses:

$3,324,021

1-yr growth
-2.49%
Compensation of current officers, directors, etc
Compensation for non-officers/directors
Travel
Other fees
Legal fees
Payroll taxes
Occupancy
Accounting fees
Other expenses
Office expenses
Others

   Assets:

Assets: Amount ($)
Savings and temporary cash investments 2,425,475
Intangible assets 532,291
Other assets 201,068
Land, buildings, & equipment (net) 92,233
Prepaid expenses or deferred charges 68,663
Accounts receivable 8,502
Investments in publicly traded securities 0
Cash -- non-interest bearing 0
Pledges and grants receivable 0
Inventories for sale or use 0
Investments in other securities 0
Receivables from officers, directors, etc. 0
Receivables from disqualified persons 0
Notes and loans receivables 0
Program-related investments 0
Total Assets:

$3,328,232

1-yr growth
19.94%
Savings and temporary cash investments
Intangible assets
Other assets
Land, buildings, & equipment (net)
Prepaid expenses or deferred charges
Accounts receivable

   Liabilities:

Liabilities: Amount ($)
Accounts payable and accrued expenses 269,233
Other liabilities 203,628
Deferred revenue 55,532
Tax-exempt bond liabilities 0
Escrow or custodial account liability 0
Loans and other payables to officers, directors, etc. 0
Secured mortgages and notes payabl 0
Unsecured mortgages and notes payable 0
Grants payable 0
Total Liabilities:

$528,393

1-yr growth
18.97%
Accounts payable and accrued expenses
Other liabilities
Deferred revenue

   Net Assets:

Net Assets: Amount ($)
Unrestricted net assets 2,799,839
Temporarily restricted net assets 0
Permanently restricted net assets 0
Total Net Assets:

$2,799,839

1-yr growth
20.13%
Unrestricted net assets

Key Staff

  
Name Ascending
Title 
Function 
Add Prospect 
Barry Horner Chairperson Board Member ...X
Carrie Critchlow Executive Assistant to the Chief Executive Officer and Global Event Planner Administration, Conventions/Meetings ...X
Christie Searls Chief Legal Officer Legal ...X
DeNesha Tellis Director, Communications Communications/Public Relations ...X
Eric Cauble CPA Chief Operating Officer Operations ...X
Gerhardt Meyer Chairperson Elect Board Member ...X
Kate Holmes Director, Stakeholder Engagement Finance ...X
Noel Maye CAE Chief Executive Officer Chief Executive Officer ...X

Meetings/Conferences

Year Descending
Name 
Location 
Facility 
From 
To 
Attendance 
Exhibitors 
Facility Amenities 
  This organization has no meetings information available.
 

Publications

Name 
Frequency 
Advertising 
Membership DirectoryonlineNo...X

Recent Lobbying Spending

Source: Lobbying Disclosure Electronic Filings, Office of the Clerk, U.S House of Representatives.

2018 Q4: $0
2018 Q3: $0
2018 Q2: $0
2018 Q1: $0
2017: $0


PAC Details

Name: -



FEC ID: -



Last updated: -


PAC Contributions

(-)

Outside Representation

Firm Name Ascending
Reg/ Term 
Date 
  This organization has no outside representation data available.
 

Legislative Issue Focus

Source: Lobbying Disclosure Electronic Filings, Office of the Clerk, U.S House of Representatives.

This organization has no legislative issue data available.

Active Legislation

This organization has no active legislation data available.

Contractors

Contractor Ascending
Service Category 
Reported Year Descending
Reported Compensation 
  This organization has no contractors information available.
 

***Disclaimer: This information has been sourced from a combination of the IRS Forms 990, 5500, and the Federal Audit Clearinghouse



 
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