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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 Human Services Foundation for Financial Planning Inc.

Foundation for Financial Planning Inc.

Fiscal year ending 2024. Filed on October 23, 2025.

1425 K Street NW Ste 602
Washington, District of Columbia 20005

Foundation for Financial Planning Inc. (EIN: 58-1446336) has filed an IRS Form 990 since fiscal year 2017. In its fiscal year 2024 IRS Form 990 filing, Foundation for Financial Planning Inc., a 501(c)(3) charitable organization, reported compensation for 4 out of 7 total employees. Among the employees shown here, the average compensation is $267,304. The highest compensated employee at Foundation for Financial Planning Inc. is Jonathan Dauphineesq with fiscal year 2024 compensation of $555,130.

Revenue, expenses, and employee compensation

Revenue

$3,395,599

Expenses

$2,283,914

Employee compensation

$1,413,903
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Jonathan Dauphineesq
Chief Executive Officer
$555,130
$529,053 No related comp$26,077
Katherine Egan
Vice President of DEV and
$212,417
$202,574 No related comp$9,843
Rachel Roth
Senior Director
$170,086
$162,373 No related comp$7,713
Jamie Grantham
Operations Director
$131,582
$115,550 No related comp$16,032

Benchmark Employee Compensation

Non-Employee Board Members

Alexandra Armstrong, Cfp
Trustee
Anthony Tony Svach Cima
Vice Chair
Ben Harrison
Immediate Past
Bernie Clark
Trustee
Dr Dave Yeske Dba, Cfp
Chair
Ed Walters
Trustee
Eric Grey
Trustee
Erica James
Trustee
Gabrial Garcia
Trustee
Hussain Zaidi
Trustee
Jeffrey Jeff Concepcion
Trustee
Jocelyn Wright
Trustee

Mission Statement

OUR MISSION IS TO HELP PEOPLE IN NEED IMPROVE THEIR FINANCIAL LIVES BY EXPANDING ACCESS TO PRO BONO FINANCIAL PLANNING.

Revisions to this organization profile

October 23, 2025:
2024 Foundation for Financial Planning Inc. 990 filed
November 7, 2024:
2023 Foundation for Financial Planning Inc. 990 filed
October 31, 2023:
2022 Foundation for Financial Planning Inc. 990 filed

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