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Community Development : Housing and Neighborhood Development

Foundation for Financial Planning

Helping people take control of their financial lives.

four stars

96.23

1425 K Street NW Suite 750
Washington, DC 20005
tel: (202) 864-5183   Web Site
EIN: 58-1446336

Board Leadership
Scott Kahan
Chairman

CEO
Jon Dauphiné
Chief Executive Officer

  Score
(out of 100)
Rating
Overall Score & Rating 96.23 four stars
  Financial 94.68 four stars
  Accountability & Transparency 100.00 four stars
This rating was published 07/01/2019 and includes data from FY2017, the most recent 990 received at that time.

The Foundation for Financial Planning works to help people take control of their financial lives by connecting the financial planning community with people in need. We achieve this by supporting pro bono advice and outreach activities.

The Foundation for Financial Planning works to help people take control of their financial lives by connecting the financial planning community with people in need. We achieve this by supporting pro bono advice and outreach activities.

Impact Information

GuideStar is Charity Navigator's trusted partner in sharing information on how this organization seeks impact.  GuideStar has recognized this organization with a Platinum Seal of Transparency for voluntarily and publicly sharing information about how they measure their progress and results.  Learn More about Impact Information.
Reported Results
Total in 2018
Total number of grants awarded
16
This impact information is current as of September 2019, when it was provided to us by GuideStar. At this time, Impact information published on this organization's page has no effect on its rating per our methodology.

Financial

four stars

94.68

Accountability & Transparency

four stars

100.00

This rating was published 07/01/2019 and includes data from FY2017, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
83.9%
  Administrative Expenses 4.2%
  Fundraising Expenses 11.7%
  Fundraising Efficiency $0.13
  Working Capital Ratio (years) 16.96
  Program Expenses Growth 16.7%
  Liabilities to Assets 1.9%
All data for Financial Performance Metrics calculations was provided by Foundation for Financial Planning on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Foundation for Financial Planning on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Foundation for Financial Planning (DC) 96.23 four stars
Women's Business Development Center (IL) 93.39 four stars
DreamSpring (NM) 94.69 four stars
Hebrew Free Loan Society (NY) 90.93 four stars
ACCION San Diego (CA) 94.74 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,182,870
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $1,182,870
   Program Service Revenue $0
Total Primary Revenue $1,182,870
   Other Revenue $527,477
TOTAL REVENUE $1,710,347
   
EXPENSES  
   Program Expenses $1,263,449
   Administrative Expenses $64,120
   Fundraising Expenses $109,916
TOTAL FUNCTIONAL EXPENSES $1,437,485
   
Payments to Affiliates $0
Excess (or Deficit) for the year $272,862
   
Net Assets $22,729,290

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Financial Planning Grants $1,263,449 100.0%

Ratings History
Foundation for Financial Planning has received 2 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2017-12 07/01/2019 96.23 four stars
2016-12 11/01/2018 93.78 four stars
2016-12 04/01/2018 84.55 three stars
2015-12 05/01/2017 82.41 three stars
2014-12 06/01/2016 80.24 three stars
 
CN 2.0
2014-12 02/01/2016 78.83 two stars
2013-12 07/01/2015 74.55 two stars
2012-12 03/01/2014 76.27 two stars
2011-12 09/01/2013 75.64 two stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 58-1446336
Name in IRS Master File FOUNDATION FOR FINANCIAL PLANNING INC
NTEE Code P12
NTEE Classification Fund Raising and/or Fund Distribution
NTEE Type Human Services - Multipurpose and Other
Classification Educational Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (906) Consumer interest group
(121) Radio or television broadcasting
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date August, 1983
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End December
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • December, 2017
  • December, 2016
  • December, 2015
  • December, 2014
  • December, 2013
Compensation % of Expenses Paid to Title
$302,004 21.00% Jonathan Dauphine CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
Foundation for Financial Planning (DC) 96.23 four stars
Ventures (WA) 90.41 four stars
Commonwealth (MA) 88.26 three stars
Hebrew Free Loan Society (NY) 90.93 four stars
EARN, Inc. (CA) 91.23 four stars

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This charity has an official representative registered with Charity Navigator.

Charity Contact Info

Foundation for Financial Planning
1425 K Street NW
Suite 750
Washington, DC 20005
tel: (202) 864-5183
fax: (678) 623-3450
EIN: 58-1446336

Visit Web Site

Board Leadership

Scott Kahan
Chairman

CEO

Jon Dauphiné
Chief Executive Officer

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