Washington, D.C. · Nonprofit
FOUNDATION FOR FINANCIAL PLANNING INC
FOUNDATION FOR FINANCIAL PLANNING INC (Washington, D.C.) receives grants from 29 organizations whose IRS filings report $2,394,765 to it, the largest being DONOR ADVISED CHARITABLE GIVING INC ($806,248). 16 of them have funded it in more than one year, and 79% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- Revenue FY2024
- $3.4M
- Funders on record
- 29
- Grants received
- $2.4M
- Net assets
- $32M
What Foundation for Financial Planning Inc does
Mission
Our mission is to help people in need improve their financial lives by expanding access to pro bono financial planning.
As stated on its FY2024 Form 990.
Program
Foundation for financial planning (ffp) is the nation's leading charity dedicated to advancing pro bono financial planning for at-risk populations, including active military members and wounded veterans, people with cancer and other serious illness, seniors and family caregivers, low-income individuals and families, domestic violence survivors and many more. Over its 30 years, ffp has provided over 10.4 million in grants to national and community-based pro bono programs; worked with partners to activate more than 30,000 financial planners to volunteer their time and talents; reached over 776,000 people in crisis or need; and acted as a leader and catalyst to foster a rich tradition of pro bono service across the financial planning profession.
$1,732,127 spentof which $472,860 as grants100% of program spending
The program described on its FY2024 Form 990. Program spending in total: $1,732,127.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $26M to $30M (+16%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
75% of FOUNDATION FOR FINANCIAL PLANNING INC’s revenue is contributions — about as donation-reliant as the typical peer (81% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 1 of the last 8 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Jonathan Dauphineesq
CEO
Board chair
Dr Dave Yeske Dba Cfp
Chair
As listed on its FY2024 Form 990.
The chief executive listed changed between the FY2019 and FY2020 filings.
Who funds it, year by year
2017 → 2023: the base narrowed from 11 funders to 9 funders, grant income rose $143k → $182k.
18 of 29 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 79% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
Left out of every figure on this page: $80k from one payer (the payer shares this organization's board, largest Certified Financial Planner Board of Standards Center for Financial Planning). These are real filings, and they are not money FOUNDATION FOR FINANCIAL PLANNING INC raised.
From the IRS filings of FOUNDATION FOR FINANCIAL PLANNING INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
FOUNDATION FOR FINANCIAL PLANNING INC leans on a few funders — its largest provides 34% of grant income and the top three 62%; half comes from just 2 funders.
the vertical line marks half of all grant income — 2 funders to its left
89% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund FOUNDATION FOR FINANCIAL PLANNING INC.
Largest funder’s share by year: 2017 20% · 2018 32% · 2019 38% · 2020 36% · 2021 38% · 2022 48% · 2023 31% — growing more concentrated.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
42% of FOUNDATION FOR FINANCIAL PLANNING INC's funders are still giving 3 years after their first grant; 55% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
79% of FOUNDATION FOR FINANCIAL PLANNING INC's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $511k that is directly attributable, 100% of it comes from funders outside Washington, D.C., across 10 states.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $1.9M arriving through sponsors registered in 16 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
FOUNDATION FOR FINANCIAL PLANNING INC runs a healthier operating margin than three-quarters of the 11,263 human services nonprofits its size.
this organization peer median middle 50% of peers· 11,263 human services nonprofits $1M–$10M, FY2024
Organizations like FOUNDATION FOR FINANCIAL PLANNING INC
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Washington, D.C.
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
76% of spending goes to programs.
Governance
Public support
68%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Screen this organization
A dated, signed PDF of the compliance screen for FOUNDATION FOR FINANCIAL PLANNING INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds FOUNDATION FOR FINANCIAL PLANNING INC?
- FOUNDATION FOR FINANCIAL PLANNING INC (Washington, D.C.) receives grants from 29 organizations whose IRS filings report $2,394,765 to it, the largest being DONOR ADVISED CHARITABLE GIVING INC ($806,248). 16 of them have funded it in more than one year, and 79% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- How many funders does FOUNDATION FOR FINANCIAL PLANNING INC have?
- IRS filings report 29 organizations giving $2,394,765 in grants to FOUNDATION FOR FINANCIAL PLANNING INC, 16 of which have funded it in more than one year.
- Who is the largest funder of FOUNDATION FOR FINANCIAL PLANNING INC?
- DONOR ADVISED CHARITABLE GIVING INC is the largest funder on record, with $806,248 in grants. The full list of funders is on this page.
- How can an organization like FOUNDATION FOR FINANCIAL PLANNING INC find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Washington, D.C.. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 29 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing