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Organizations Community Improvement & Capacity Building Financial Planning Standards Board Ltd.

Financial Planning Standards Board Ltd.

Fiscal year ending 2023. Filed on May 8, 2024.

707 17th Street 2925
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 2023 IRS Form 990 filing, Financial Planning Standards Board Ltd., a 501(c)(6) business league, reported compensation for 10 out of 13 total employees. Among the employees shown here, the average compensation is $225,611. The highest compensated employee at Financial Planning Standards Board Ltd. is Eric Cauble with fiscal year 2023 compensation of $354,266.

Revenue, expenses, and employee compensation

Revenue

$5,392,595

Expenses

$5,419,612

Employee compensation

$3,032,675
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Eric Cauble
Chief Operating Officer
$354,266
$270,820 No related comp$83,446
Dante Degori
Chief Executive Officer
$325,001
$286,358 No related comp$38,643
Christie Searls
Chief Legal Officer
$308,208
$231,787 No related comp$76,421
Paul Grimes
Chief Professionalism Officer
$271,918
$271,918 No related compNo other comp
Amy Wisniewski
Director of Business Development-Ops
$194,759
$164,811 No related comp$29,948
Dalia El-Prince
Director Business Development-Tech
$178,190
$164,278 No related comp$13,912
Noel Maye
Chief Executive Officer (Thru 12/22)
$171,224
$171,224 No related compNo other comp
Tanya Dahlen
Director Legal Services
$163,173
$143,173 No related comp$20,000
Sara White
Director of Network Engagement
$151,930
$141,695 No related comp$10,235
Norah Duffy
SR Manager of Standards and Certification
$137,441
$128,200 No related comp$9,241

Benchmark Employee Compensation

Non-Employee Board Members

Ana Claudia Utumi
Chairperson Elect / Chairperson
Andrea Middel
Member/Chairperson Elect
Brett Millard
Member
Caroline Dabu
Member
Darren McShane
Member
Garry Muriwai
Chairperson (Thru 3/23)
Jeff Farrar
Member
Kaja Kroll
Member
Sankie Morata
Member

Contractors

Eligon
Legal
$320,207
Refined Research
Consulting on New Territory Development
$211,423

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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