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Compensation 990 is an independent service that uses public IRS Form 990 filings as its source data. We clean and standardize this information, but the original filings may contain errors or omissions. Years on this site refer to the organization’s fiscal year end date on the filing.

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

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 No related comp$37,187
Eric Cauble
Chief Operating Officer
$360,093
$291,989 No related comp$68,104
Christie Searls
Chief Legal Officer
$350,529
$283,925 No related comp$66,604
Paul Grimes
Chief Professionalism OFFI
$309,733
$282,233 No related comp$27,500
Amy Wisniewski
Director of Business Development-Ops
$202,681
$171,849 No related comp$30,832
Dalia El Prince
Director of Business Development-Tech
$192,551
$180,576 No related comp$11,975
Elle Manton
Director of Marketing and Communications
$181,967
$163,162 No related comp$18,805
Tanya Dahlen
Legal Services Director
$180,517
$163,877 No related comp$16,640
Noel Maye
Chief Executive Officer
$178,379
$178,379 No related compNo other comp
Sara White
Director of Network Engagement
$176,750
$166,540 No related comp$10,210

Benchmark Employee Compensation

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

Contractors

Eligon
Legal
$303,867
Areca Advisors LLC
Consulting
$105,000

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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