Foundation For Financial Planning Inc

Organization Overview

Foundation For Financial Planning Inc is located in Washington, DC. The organization was established in 1983. According to its NTEE Classification (P12) the organization is classified as: Fund Raising & Fund Distribution, under the broad grouping of Human Services and related organizations. As of 12/2021, Foundation For Financial Planning Inc employed 6 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Foundation For Financial Planning Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.

For the year ending 12/2021, Foundation For Financial Planning Inc generated $3.7m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 12.5% each year . All expenses for the organization totaled $1.6m during the year ending 12/2021. While expenses have increased by 6.4% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.

Since 2015, Foundation For Financial Planning Inc has awarded 80 individual grants totaling $2,402,784. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.

Mission & Program ActivityExcerpts From the 990 Filing

TAX YEAR

2021

Describe the Organization's Mission:

Part 3 - Line 1

SEE PAGE 2, PART III

Describe the Organization's Program Activity:

Part 3 - Line 4a

FOUNDATION FOR FINANCIAL PLANNING (FFP) IS THE NATION'S LEADING CHARITY DEDICATED TO ADVANCING PRO BONO FINANCIAL PLANNING FOR AT-RISK POPULATIONS, INCLUDING ACTIVE MILITARY MEMBERS AND WOUNDED VETERANS, PEOPLE WITH CANCER AND OTHER SERIOUS MEDICAL DIAGNOSES, SENIORS AND FAMILY CAREGIVERS, LOW- INCOME INDIVIDUALS AND THEIR FAMILIES, DOMESTIC VIOLENCE SURVIVORS AND MANY MORE. OVER ITS MORE THAN 25 YEARS, FFP HAS PROVIDED MORE THAN 8.3 MILLION IN GRANTS TO NATIONAL AND COMMUNITY-BASED PRO BONO PROGRAMS; WORKED WITH PARTNERS TO ACTIVATE MORE THAN 24,000 FINANCIAL PLANNERS TO VOLUNTEER THEIR TIME AND TALENTS; REACHED OVER 600,000 PEOPLE IN CRISIS OR NEED; AND ACTED AS A LEADER AND CATALYST TO FOSTER A RICH TRADITION OF PRO BONO SERVICE ACROSS THE FINANCIAL PLANNING PROFESSION.


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Board, Officers & Key Employees

Name (title)Compensation
Jonathan Dauphineesq
CEO
$371,204
Katherine Egan
Senior Direc
$147,618
Rachel Roth
Director
$132,029
Scott Kahan CFP
Immed Past C
$0
Ben Harrison
Vice Chairma
$0
Kate Healy
Chairman
$0

Financial Statements

Statement of Revenue
Federated campaigns$0
Membership dues$0
Fundraising events$0
Related organizations$0
Government grants $0
All other contributions, gifts, grants, and similar amounts not included above$2,249,620
Noncash contributions included in lines 1a–1f $0
Total Revenue from Contributions, Gifts, Grants & Similar$2,249,620
Total Program Service Revenue$0
Investment income $1,402,505
Tax Exempt Bond Proceeds $0
Royalties $0
Net Rental Income $0
Net Gain/Loss on Asset Sales $0
Net Income from Fundraising Events $0
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $0
Miscellaneous Revenue$0
Total Revenue $3,652,624

Grants Awarded

Over the last fiscal year, Foundation For Financial Planning Inc has awarded $330,830 in support to 14 organizations.

Grant RecipientAmount

FINANCIAL PLANNING ASSOCIATION

Org PageRecipient Profile

Denver, CO

PURPOSE: OUTREACH

$75,000

Boston, MA

PURPOSE: OUTREACH

$60,000

Fairfax, VA

PURPOSE: OUTREACH

$35,000

DEBTWAVE CREDIT COUNSELING

Org PageRecipient Profile

Escondido, CA

PURPOSE: OUTRECH

$25,000

CASH CAMPAIGN FOR MARYLAND

Org PageRecipient Profile

Baltimore, MD

PURPOSE: OUTREACH

$20,000

NCEF NAPFA CONSUMER ED FDN

Org PageRecipient Profile

Chicago, IL

PURPOSE: OUTREACH

$20,000
View Grant Profile

Grants Recieved

Over the last fiscal year, we have identified 6 grants that Foundation For Financial Planning Inc has recieved totaling $188,479.

Awarding OrganizationAmount
Schwab Charitable Fund

San Francisco, CA

PURPOSE: HUMAN SERVICES

$127,150
Deena Jo Heide-Diesslin Foundation

Fort Worth, TX

PURPOSE: GENERAL SUPPORT

$26,025
Commonwealth Cares Fund Inc

Waltham, MA

PURPOSE: UNRESTRICTED

$25,000
T Rowe Price Program For Charitable Giving Inc

Baltimore, MD

PURPOSE: GENERAL OPERATING

$10,000
Land O L Foundation

St Paul, MN

PURPOSE: DOLLARS FOR DOERS

$250
Amazonsmile Foundation

Seattle, WA

PURPOSE: GENERAL SUPPORT

$54
View Grant Recipient Profile

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