Mission
OUR MISSION IS TO HELP PEOPLE IN NEED IMPROVE THEIR FINANCIAL LIVES BY EXPANDING ACCESS TO PRO BONO FINANCIAL PLANNING.
Public Charity
FOUNDATION FOR FINANCIAL PLANNING INC
FOUNDATION FOR FINANCIAL PLANNING INC, of WASHINGTON, DC, is a Public Charity tracked in Imperigo's IRS 990 database. The 2024 filing shows $3.4M in revenue, $2.3M in expenses, $32.2M in total assets. 56 publicly reported grants to this organization, totaling roughly $2.3M, appear in IRS filings.
EIN: 581446336
WASHINGTON, DC
Latest filing: 2024
Total Revenue$3.4M
Total Expenses$2.3M
Total Assets$32.2M
Grant Records56
Funding Total$2.3M
Filing Years2019–2024
Sample Grants Received
GENERAL SUPPORT
$244,709
HUMAN SERVICES
$173,250
For grant recipient's exempt purposes
$123,250
UNRESTRICTED
$100,000
GENERAL SUPPORT
$50,000
Showing up to 5 of 56 total records — full history available with membership.
Officers & Directors
TRUSTEE
Alexandra Armstrong Cfp
VICE CHAIR
Anthony Tony Svach Cima
IMMEDIATE PA
Ben Harrison
TRUSTEE
Bernie Clark
CHAIR
Dr Dave Yeske Dba Cfp
TRUSTEE
Ed Walters
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $3.4M | $2.3M | $32.2M |
| 2023 | $2.5M | $2.0M | $29.4M |
| 2022 | $2.1M | $1.8M | $26.2M |
| 2020 | $1.1M | $1.5M | $26.0M |
| 2019 | $2.0M | $1.5M | $24.6M |
Between 2019 and 2024, reported annual revenue grew from $2.0M to $3.4M (+67%), with total assets most recently reported at $32.2M.
Interactive year-over-year charts and full filing details available with membership.