Community Development : Housing and Neighborhood Development

Foundation for Financial Planning

Helping people take control of their financial lives.

four stars

96.13

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 96.13 four stars
  Financial 94.54 four stars
  Accountability & Transparency 100.00 four stars
This rating was published 05/01/2020 and includes data from FY2018, 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 2019
Total number of grants awarded
15
This impact information is current as of August 2020, 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

94.54

Accountability & Transparency

four stars

100.00

This rating was published 05/01/2020 and includes data from FY2018, 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)
81.7%
  Administrative Expenses 8.5%
  Fundraising Expenses 9.6%
  Fundraising Efficiency $0.12
  Working Capital Ratio (years) 14.17
  Program Expenses Growth 8.0%
  Liabilities to Assets 2.8%
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.
REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,121,355
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $1,121,355
   Program Service Revenue $0
Total Primary Revenue $1,121,355
   Other Revenue $696,597
TOTAL REVENUE $1,817,952
   
EXPENSES  
   Program Expenses $1,107,861
   Administrative Expenses $239,667
   Fundraising Expenses $105,642
TOTAL FUNCTIONAL EXPENSES $1,453,170
   
Payments to Affiliates $0
Excess (or Deficit) for the year $364,782
   
Net Assets $20,820,728

Charts

Compensation % of Expenses Paid to Title
$327,604 22.54% Jonathan Dauphine CEO

Mission

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.

Highly Rated

Charity Name & State Overall Score Overall Rating
Foundation for Financial Planning (DC) 96.13 four stars
Commonwealth (MA) 88.26 three stars
Ventures (WA) 91.58 four stars
DreamSpring (NM) 92.92 four stars
Hebrew Free Loan Society (NY) 90.93 four stars

Compare These Charities (Highly Rated)

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