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Employer Identification Number 61-1448490

FINANCIAL PLANNING STANDARDS is a USA domiciled entity or foreign entity operating in the USA. The EIN ihas been issued by the IRS

Company Name:FINANCIAL PLANNING STANDARDS
Employer identification number (EIN):61-1448490
EIN Issuing AuthorityCincinnati, OH
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations
401k Pension/Benefits registration FINANCIAL PLANNING STANDARDS 401k plan information
Federal tax statusExempt from federal income tax. Registered as a non-profit under 501(c)(3) Title 26 of the United States Code

Organization Overview

Mission StatementPROMOTE WORLDWIDE PROFESSIONAL STANDARDS IN FINANCIAL PLANNING.
Number of Employees14
Number of Volunteers40
Year Formed2003

Organization Governance

Legal DomicileDE
Voting Members - Governing Body9
Voting Members - Independent9

Organization Financials

2023-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 5,145,184
Program Service Revenue from current yearUSD $ 5,327,800
Investment Income from prior yearUSD $ 1,155
Investment Income from current yearUSD $ 64,795
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 5,392,595
Net assets / fund balances at end of fiscal yearUSD $ 3,154,069
Net assets / fund balances at beginning of fiscal yearUSD $ 3,176,781
Total liabilities at end of fiscal yearUSD $ 1,463,991
Total liabilities at beginning of fiscal yearUSD $ 1,500,732
Total assets at end of fiscal yearUSD $ 4,618,060
Total assets at beginning of fiscal yearUSD $ 4,677,513
Revenues less expenses for current yearUSD $ -27,017
Revenues less expenses for previous yearUSD $ -161,047
Total expenses for current yearUSD $ 5,419,612
Total expenses for previous yearUSD $ 5,307,386
Other expenses in current yearUSD $ 2,386,937
Other expenses in previous yearUSD $ 2,510,428
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 3,032,675
Employee salary and benefits paid in previous yearUSD $ 2,796,958
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 5,392,595
Total revenue in previous fiscal yearUSD $ 5,146,339
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
2022-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 4,714,611
Program Service Revenue from current yearUSD $ 5,145,184
Investment Income from prior yearUSD $ 32,049
Investment Income from current yearUSD $ 1,155
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 5,149,914
Net assets / fund balances at end of fiscal yearUSD $ 3,176,781
Net assets / fund balances at beginning of fiscal yearUSD $ 3,387,644
Total liabilities at end of fiscal yearUSD $ 1,500,732
Total liabilities at beginning of fiscal yearUSD $ 1,406,135
Total assets at end of fiscal yearUSD $ 4,677,513
Total assets at beginning of fiscal yearUSD $ 4,793,779
Revenues less expenses for current yearUSD $ -161,047
Revenues less expenses for previous yearUSD $ -9,248
Total expenses for current yearUSD $ 5,307,386
Total expenses for previous yearUSD $ 4,755,908
Other expenses in current yearUSD $ 2,510,428
Other expenses in previous yearUSD $ 2,132,035
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 2,796,958
Employee salary and benefits paid in previous yearUSD $ 2,623,873
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 5,146,339
Total revenue in previous fiscal yearUSD $ 4,746,660
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
2021-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 4,618,237
Program Service Revenue from current yearUSD $ 4,714,611
Investment Income from prior yearUSD $ 11,295
Investment Income from current yearUSD $ 32,049
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 4,746,660
Net assets / fund balances at end of fiscal yearUSD $ 3,387,644
Net assets / fund balances at beginning of fiscal yearUSD $ 3,396,892
Total liabilities at end of fiscal yearUSD $ 1,406,135
Total liabilities at beginning of fiscal yearUSD $ 1,057,663
Total assets at end of fiscal yearUSD $ 4,793,779
Total assets at beginning of fiscal yearUSD $ 4,454,555
Revenues less expenses for current yearUSD $ -9,248
Revenues less expenses for previous yearUSD $ 255,599
Total expenses for current yearUSD $ 4,755,908
Total expenses for previous yearUSD $ 4,373,933
Other expenses in current yearUSD $ 2,132,035
Other expenses in previous yearUSD $ 2,130,946
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 2,623,873
Employee salary and benefits paid in previous yearUSD $ 2,242,987
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 4,746,660
Total revenue in previous fiscal yearUSD $ 4,629,532
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
2020-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 4,123,130
Program Service Revenue from current yearUSD $ 4,618,237
Investment Income from prior yearUSD $ 11,880
Investment Income from current yearUSD $ 11,295
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 4,647,485
Net assets / fund balances at end of fiscal yearUSD $ 3,396,892
Net assets / fund balances at beginning of fiscal yearUSD $ 3,121,192
Total liabilities at end of fiscal yearUSD $ 1,057,663
Total liabilities at beginning of fiscal yearUSD $ 1,008,636
Total assets at end of fiscal yearUSD $ 4,454,555
Total assets at beginning of fiscal yearUSD $ 4,129,828
Revenues less expenses for current yearUSD $ 255,599
Revenues less expenses for previous yearUSD $ -80,141
Total expenses for current yearUSD $ 4,373,933
Total expenses for previous yearUSD $ 4,215,151
Other expenses in current yearUSD $ 2,130,946
Other expenses in previous yearUSD $ 2,193,685
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 2,242,987
Employee salary and benefits paid in previous yearUSD $ 2,021,466
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 4,629,532
Total revenue in previous fiscal yearUSD $ 4,135,010
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
2019-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 3,737,667
Program Service Revenue from current yearUSD $ 4,123,130
Investment Income from prior yearUSD $ -3,733
Investment Income from current yearUSD $ 11,880
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 4,135,010
Net assets / fund balances at end of fiscal yearUSD $ 3,121,192
Net assets / fund balances at beginning of fiscal yearUSD $ 3,169,489
Total liabilities at end of fiscal yearUSD $ 1,008,636
Total liabilities at beginning of fiscal yearUSD $ 614,456
Total assets at end of fiscal yearUSD $ 4,129,828
Total assets at beginning of fiscal yearUSD $ 3,783,945
Revenues less expenses for current yearUSD $ -80,141
Revenues less expenses for previous yearUSD $ 369,650
Total expenses for current yearUSD $ 4,215,151
Total expenses for previous yearUSD $ 3,364,284
Other expenses in current yearUSD $ 2,193,685
Other expenses in previous yearUSD $ 1,560,455
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 2,021,466
Employee salary and benefits paid in previous yearUSD $ 1,803,829
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 4,135,010
Total revenue in previous fiscal yearUSD $ 3,733,934
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
2018-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 3,788
Program Service Revenue from prior yearUSD $ 3,791,653
Program Service Revenue from current yearUSD $ 3,737,667
Investment Income from prior yearUSD $ 1,447
Investment Income from current yearUSD $ -3,733
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 3,739,141
Net assets / fund balances at end of fiscal yearUSD $ 3,169,489
Net assets / fund balances at beginning of fiscal yearUSD $ 2,799,839
Total liabilities at end of fiscal yearUSD $ 614,456
Total liabilities at beginning of fiscal yearUSD $ 528,393
Total assets at end of fiscal yearUSD $ 3,783,945
Total assets at beginning of fiscal yearUSD $ 3,328,232
Revenues less expenses for current yearUSD $ 369,650
Revenues less expenses for previous yearUSD $ 469,079
Total expenses for current yearUSD $ 3,364,284
Total expenses for previous yearUSD $ 3,324,021
Other expenses in current yearUSD $ 1,560,455
Other expenses in previous yearUSD $ 1,474,894
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 1,803,829
Employee salary and benefits paid in previous yearUSD $ 1,849,127
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 3,733,934
Total revenue in previous fiscal yearUSD $ 3,793,100
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
2017-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 3,533,880
Program Service Revenue from current yearUSD $ 3,791,653
Investment Income from prior yearUSD $ 662
Investment Income from current yearUSD $ 1,447
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 3,793,100
Net assets / fund balances at end of fiscal yearUSD $ 2,799,839
Net assets / fund balances at beginning of fiscal yearUSD $ 2,330,760
Total liabilities at end of fiscal yearUSD $ 528,393
Total liabilities at beginning of fiscal yearUSD $ 444,124
Total assets at end of fiscal yearUSD $ 3,328,232
Total assets at beginning of fiscal yearUSD $ 2,774,884
Revenues less expenses for current yearUSD $ 469,079
Revenues less expenses for previous yearUSD $ 127,685
Total expenses for current yearUSD $ 3,324,021
Total expenses for previous yearUSD $ 3,406,857
Other expenses in current yearUSD $ 1,474,894
Other expenses in previous yearUSD $ 1,422,335
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 1,849,127
Employee salary and benefits paid in previous yearUSD $ 1,984,522
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 3,793,100
Total revenue in previous fiscal yearUSD $ 3,534,542
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
2016-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 3,772,695
Program Service Revenue from current yearUSD $ 3,533,880
Investment Income from prior yearUSD $ 2,319
Investment Income from current yearUSD $ 662
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 3,535,088
Net assets / fund balances at end of fiscal yearUSD $ 2,330,760
Net assets / fund balances at beginning of fiscal yearUSD $ 2,203,075
Total liabilities at end of fiscal yearUSD $ 444,124
Total liabilities at beginning of fiscal yearUSD $ 448,501
Total assets at end of fiscal yearUSD $ 2,774,884
Total assets at beginning of fiscal yearUSD $ 2,651,576
Revenues less expenses for current yearUSD $ 127,685
Revenues less expenses for previous yearUSD $ -36,896
Total expenses for current yearUSD $ 3,406,857
Total expenses for previous yearUSD $ 3,811,910
Other expenses in current yearUSD $ 1,422,335
Other expenses in previous yearUSD $ 1,787,073
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 1,984,522
Employee salary and benefits paid in previous yearUSD $ 2,024,837
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 3,534,542
Total revenue in previous fiscal yearUSD $ 3,775,014
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
2015-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 3,529,879
Program Service Revenue from current yearUSD $ 3,772,695
Investment Income from prior yearUSD $ 2,108
Investment Income from current yearUSD $ 2,319
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 3,775,014
Net assets / fund balances at end of fiscal yearUSD $ 2,203,075
Net assets / fund balances at beginning of fiscal yearUSD $ 2,239,971
Total liabilities at end of fiscal yearUSD $ 448,501
Total liabilities at beginning of fiscal yearUSD $ 436,542
Total assets at end of fiscal yearUSD $ 2,651,576
Total assets at beginning of fiscal yearUSD $ 2,676,513
Revenues less expenses for current yearUSD $ -36,896
Revenues less expenses for previous yearUSD $ 155,353
Total expenses for current yearUSD $ 3,811,910
Total expenses for previous yearUSD $ 3,376,634
Other expenses in current yearUSD $ 1,787,073
Other expenses in previous yearUSD $ 1,699,071
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 2,024,837
Employee salary and benefits paid in previous yearUSD $ 1,677,563
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 3,775,014
Total revenue in previous fiscal yearUSD $ 3,531,987
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0

Other Company Names associated with EIN

FINANCIAL PLANNING STANDARDS BOARD LTD

Organization Addresses

The following addresses have been detected as associated with Tax Indentification Number 611448490

USA Location Address
C/O RETIREMENT PLANNING SERVICES
7100 E. BELLEVIEW AVE., SUITE 300
GREENWOOD VILLAGE
CO
80111
Date first seen: 2007-01-01
Date last seen: 2025-12-31
USA Location Address
707 17TH STREET
SUITE 2925
DENVER
CO
80202
Date first seen: 2007-01-01
Date last seen: 2025-12-31
USA Mailing Address
1700 BROADWAY
SUITE 700
DENVER
CO
80290
Date first seen: 2009-01-01
Date last seen: 2023-12-31
401k Sponsor USA Address
707 17TH STREET
SUITE 2925
DENVER
CO
80202
Date first seen: 2007-01-01
Date last seen: 2025-12-31

Nearby companies/organizations

The following companies are located in the same ZIP code areas:

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