Civic Intelligence

Certified Financial Planner Board Of

EIN 35-2787547 • 501(c)6 • Washington, DC

Profile

The mission of cfp board of standards, inc is to credential competent and ethical financial planners, uphold cfp certification as the recognized standard and advance the financial planning profession.

1425 K Street NW 800Washington, DC 20005

cfpboard.net

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

93rd percentile

0.86x

Higher debt load relative to assets than 93% of similar nonprofits.

501(c)6 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

70th percentile

0.71x

Higher debt load relative to revenue than 70% of similar nonprofits.

501(c)6 • $50M-$100M nonprofits • Source year 2024

Net Margin

47th percentile

3.4%

Higher net margin than 47% of similar nonprofits.

501(c)6 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

75th percentile

$1,291,553

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

501(c)6 • $50M-$100M nonprofits • Source year 2024

Asset Growth

44th percentile

3.9%

Faster asset growth than 44% of similar nonprofits.

501(c)6 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

57th percentile

11%

Faster revenue growth than 57% of similar nonprofits.

501(c)6 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Assets

Up

$53,533,548

Up $2,018,493 (+3.9%) from 2023

Liabilities

Down

$46,041,057

Down $1,092,215 (-2.3%) from 2023

Net Assets

Up

$7,492,491

Up $3,110,708 (+71%) from 2023

Revenue

Up

$65,247,205

Up $6,504,513 (+11%) from 2023

Expenses

Up

$63,048,100

Up $7,315,286 (+13%) from 2023

Net Income

Down

$2,199,105

Down $810,773 (-27%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2023: $51,515,055Liabilities 2023: $47,133,272Net Assets 2023: $4,381,7832023Assets 2024: $53,533,548Liabilities 2024: $46,041,057Net Assets 2024: $7,492,4912024

Highlighted filing

2024

Assets$53,533,548
Liabilities$46,041,057
Net Assets$7,492,491

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80M$60M$40M$20M$0Revenue 2023: $58,742,692Expenses 2023: $55,732,814Net Income 2023: $3,009,8782023Revenue 2024: $65,247,205Expenses 2024: $63,048,100Net Income 2024: $2,199,1052024

Highlighted filing

2024

Revenue$65,247,205
Expenses$63,048,100
Net Income$2,199,105

Filings