Compensation 990

Financial Planning Standards Board Ltd.

Fiscal year ending 2024. Filed on May 12, 2025.

1600 Stout Street 900
Denver, Colorado 80202

Financial Planning Standards Board Ltd. (EIN: 61-1448490) has filed an IRS Form 990 since at least fiscal year 2016. In its fiscal year 2024 IRS Form 990 filing, Financial Planning Standards Board Ltd., a 501(c)(6) business league, reported compensation for 10 out of 14 total employees. Among the employees shown here, the average compensation is $252,081. The highest compensated employee at Financial Planning Standards Board Ltd. is Dante Degori with fiscal year 2024 compensation of $387,611.

Revenue, expenses, and employee compensation

Revenue

$5,318,292

Expenses

$5,136,214

Employee compensation

$3,031,417
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Dante Degori
Chief Executive Officer
$387,611
$350,424 from orgNo related comp$37,187 other
Eric Cauble
Chief Operating Officer
$360,093
$291,989 from orgNo related comp$68,104 other
Christie Searls
Chief Legal Officer
$350,529
$283,925 from orgNo related comp$66,604 other
Paul Grimes
Chief Professionalism OFFI
$309,733
$282,233 from orgNo related comp$27,500 other
Amy Wisniewski
Director of Business Development-Ops
$202,681
$171,849 from orgNo related comp$30,832 other
Dalia El Prince
Director of Business Development-Tech
$192,551
$180,576 from orgNo related comp$11,975 other
Elle Manton
Director of Marketing and Communications
$181,967
$163,162 from orgNo related comp$18,805 other
Tanya Dahlen
Legal Services Director
$180,517
$163,877 from orgNo related comp$16,640 other
Noel Maye
Chief Executive Officer
$178,379
$178,379 from orgNo related compNo other comp
Sara White
Director of Network Engagement
$176,750
$166,540 from orgNo related comp$10,210 other

Non-Employee Board Members

Ana Claudia Utumi
Chair
Andrea Middel
Chair Person Elect
Caroline Dabu
Member
Chun Hei Chan
Member
Colin Slabach
Member
Darren McShane
Member
Jeff Farrar
Member (Thru 03/24)
Kaja Kroll
Member
Sankie Morata
Member (Thru 03/24)
Yu Gao
Member

Mission Statement

FINANCIAL PLANNING STANDARDS BOARD LTD. (FPSB LTD.) BENEFITS THE GLOBAL COMMUNITY BY ESTABLISHING, UPHOLDING, AND PROMOTING WORLDWIDE PROFESSIONAL STANDARDS IN FINANCIAL PLANNING.(CONTINUED ON SCHEDULE O)FPSB LTD.'S COMMITTMENT TO EXCELLENCE IS REPRESENTED BY THE MARKS OF PROFESSIONAL DISTINCTION CFP, CERTIFIED FINANCIAL PLANNER.

Revisions to this organization profile

May 12, 2025:
2024 Financial Planning Standards Board Ltd. 990 filed
May 8, 2024:
2023 Financial Planning Standards Board Ltd. 990 filed
May 11, 2023:
2022 Financial Planning Standards Board Ltd. 990 filed

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