Civic Intelligence

Financial Planning Standards Board Ltd

990 • Fiscal year 2018 • EIN 61-1448490

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 23, 2019

Organization ProfileWWW.FPSB.ORG

View Organization Page

707 17th Street No 2925Denver, CO 80202

(720) 407-1907

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

48th percentile

0.16x

Higher debt load relative to assets than 48% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

49th percentile

0.16x

Higher debt load relative to revenue than 49% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Net Margin

72nd percentile

9.9%

Higher net margin than 72% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

97th percentile

$447,979

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 12.0% of source-year revenue.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Asset Growth

78th percentile

14%

Faster asset growth than 78% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

31st percentile

-1.6%

Faster revenue growth than 31% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$3,783,945

Up $455,713 (+14%) from 2017

Net Assets

Up

$3,169,489

Up $369,650 (+13%) from 2017

Liabilities

Up

$614,456

Up $86,063 (+16%) from 2017

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin72nd percentile

Revenue

Down

$3,733,934

Down $59,166 (-1.6%) from 2017

Expenses

Up

$3,364,284

Up $40,263 (+1.2%) from 2017

Net Income

Down

$369,650

Down $99,429 (-21%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2010: $1,977,603Liabilities 2010: $496,835Net Assets 2010: $1,480,7682010Assets 2011: $2,484,547Liabilities 2011: $537,800Net Assets 2011: $1,946,7472011Assets 2012: $2,483,550Liabilities 2012: $350,052Net Assets 2012: $2,133,4982012Assets 2013: $2,512,038Liabilities 2013: $427,420Net Assets 2013: $2,084,6182013Assets 2014: $2,676,513Liabilities 2014: $436,542Net Assets 2014: $2,239,9712014Assets 2015: $2,651,576Liabilities 2015: $448,501Net Assets 2015: $2,203,0752015Assets 2016: $2,774,884Liabilities 2016: $444,124Net Assets 2016: $2,330,7602016Assets 2017: $3,328,232Liabilities 2017: $528,393Net Assets 2017: $2,799,8392017Assets 2018: $3,783,945Liabilities 2018: $614,456Net Assets 2018: $3,169,4892018Assets 2019: $4,129,828Liabilities 2019: $1,008,636Net Assets 2019: $3,121,1922019Assets 2020: $4,454,555Liabilities 2020: $1,057,663Net Assets 2020: $3,396,8922020Assets 2021: $4,793,779Liabilities 2021: $1,406,135Net Assets 2021: $3,387,6442021Assets 2022: $4,677,513Liabilities 2022: $1,500,732Net Assets 2022: $3,176,7812022Assets 2023: $4,618,060Liabilities 2023: $1,463,991Net Assets 2023: $3,154,0692023

Highlighted filing

2018

Assets$3,783,945
Liabilities$614,456
Net Assets$3,169,489
Open 2018 Filing

Operations Trend

Revenue Growth31st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,198,4602010Expenses 2011: $2,397,7722011Expenses 2012: $2,718,2552012Revenue 2013: $3,274,650Expenses 2013: $3,323,530Net Income 2013: -$48,8802013Revenue 2014: $3,531,987Expenses 2014: $3,376,634Net Income 2014: $155,3532014Revenue 2015: $3,775,014Expenses 2015: $3,811,910Net Income 2015: -$36,8962015Revenue 2016: $3,534,542Expenses 2016: $3,406,857Net Income 2016: $127,6852016Revenue 2017: $3,793,100Expenses 2017: $3,324,021Net Income 2017: $469,0792017Revenue 2018: $3,733,934Expenses 2018: $3,364,284Net Income 2018: $369,6502018Revenue 2019: $4,135,010Expenses 2019: $4,215,151Net Income 2019: -$80,1412019Revenue 2020: $4,629,532Expenses 2020: $4,373,933Net Income 2020: $255,5992020Revenue 2021: $4,746,660Expenses 2021: $4,755,908Net Income 2021: -$9,2482021Revenue 2022: $5,146,339Expenses 2022: $5,307,386Net Income 2022: -$161,0472022Revenue 2023: $5,392,595Expenses 2023: $5,419,612Net Income 2023: -$27,0172023

Highlighted filing

2018

Revenue$3,733,934
Expenses$3,364,284
Net Income$369,650
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 23, 2019
Return Version
2018v3.1
Gross Receipts
$3,739,141
Mission and Program Overview

Mission

Financial planning standards board ltd. (fpsb) benefits the global community by establishing, upholding and promoting worldwide professional standards in financial planning. Fpsb's committment to excellence is represented by the marks of professional distinction - cfp, certified financial planner.

Promote worldwide professional standards in financial planning.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,425,475$2,559,599▲ $134,124
Intangible Assets$532,291$532,291→ $0
Land, Buildings, and Equipment, Net$92,233$345,962▲ $253,729
Prepaid Expenses and Deferred Charges$68,663$92,085▲ $23,422
Accounts Receivable$8,502$41,892▲ $33,390
Total Assets$3,328,232$3,783,945▲ $455,713
Other Assets Total$201,068$212,116▲ $11,048
Liabilities
Other Liabilities$203,628$354,462▲ $150,834
Accounts Payable and Accrued Expenses$269,233$259,994▼ $9,239
Deferred Revenue$55,532$0▼ $55,532
Total Liabilities$528,393$614,456▲ $86,063
Net Assets / Fund Balance
Unrestricted Net Assets$2,799,839$3,169,489▲ $369,650
Total Net Assets Fund Balance$2,799,839$3,169,489▲ $369,650
Total Liabilities and Net Assets / Fund Balance$3,328,232$3,783,945▲ $455,713

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$176,453$7,672$184,125
Equipment$121,467$46,972$168,439
Other Land Buildings$48,042$58,131$106,173
Other Assets Org$12,740--
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Noel MayeChief Executive OfficerFT$305,939$151,276$457,215
Eric CaubleChief Operating OfficerFT$204,053$62,530$266,583
Kate HolmesDirector of Stakeholder EngagementFT$178,760$37,745$216,505
Christine SearlsChief Legal OfficerFT$135,692$7,061$142,753
Carrie CritchlowExecutive Assistant to CEO/global Event PlannerFT$114,396$16,773$131,169
Denesha TellisDirector of CommunicationsFT$102,427$11,219$113,646
Tamara MonroeChief Legal Officer (thru 6/18)FT$95,088$8,916$104,004

Board Members and Trustees

NameTitle
Barry HornerChairperson (from 4/18)
Pamela PackardChairperson (thru 3/18)
Gerhardt MeyerChairperson-elect (from 4/18)
Barry HornerChairperson-elect (thru 3/18)
Ana Claudia UtumiMember
Garry MuriwaiMember
Kimmis PunMember
Malcom RodgersMember
Nancy KistnerMember
Jennifer HuangMember (thru 3/18)
Mari EmmanouilidesMember (thru 3/18)
Nadeem ShaikhMember (thru 6/18)
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,737,667
Investment Income
$-3,733
Other Revenue
$0
Change in Net Assets
$369,650

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,733,934
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$5,207
Total Revenue per Audited Statements
$3,739,141
Total Revenue per Form 990
$3,733,934
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,803,829
Other Expenses$1,560,455
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$970,974
Other Salaries and Wages---$662,768
Fees for Services Legal---$487,693
Fees for Services Other---$329,719
Travel---$317,017
Occupancy---$98,856
Payroll Taxes---$95,764
Fees for Services Accounting---$81,495
Office Expenses---$54,750
Other Employee Benefits---$48,740
Depreciation Depletion---$47,877
Insurance---$35,615
All Other Expenses---$34,912
Information Technology---$25,739
Pension Plan Contributions---$25,583
Other Expenses---$706
Advertising---$568
Total Functional Expenses$0$0$0$3,364,284

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,369,491
Expenses per Audited Statements$3,364,284
Total Expenses per Form 990$3,364,284
Expenses Not Reported on Form 990$5,207
Expenses Not Reported on Financial Statements$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$643,194

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
East Asia and the PacificProgram ServicesTrademark Registration and Protection00$170,832
East Asia and the PacificProgram ServicesFpsb Meeting and Conferences00$168,033
South AsiaProgram ServicesFpsb Affiliate Program Development00$93,834
EuropeProgram ServicesFpsb Ltd. Stakeholder Engagement00$61,434
South AmericaProgram ServicesTrademark Registration and Protection00$26,963
EuropeProgram ServicesFpsb Affiliate Program Development00$22,710
EuropeProgram ServicesTrademark Registration and Protection00$22,225
South AsiaProgram ServicesTrademark Registration and Protection00$18,262
East Asia and the PacificProgram ServicesBusiness Development00$14,224
East Asia and the PacificProgram ServicesFpsb Affiliate Program Development00$14,224
Middle East and North AfricaProgram ServicesFpsb Affiliate Program Development00$7,693
North AmericaProgram ServicesTrademark Registration and Protection00$4,035
Central America and the CaribbeanProgram ServicesTrademark Registration and Protection00$3,953
South AmericaProgram ServicesBusiness Development00$2,909
Russia and the Newly Independent StatesProgram ServicesBusiness Development00$2,883
South AmericaProgram ServicesFpsb Ltd. Stakeholder Engagement00$2,543
Sub-saharan AfricaProgram ServicesTrademark Registration and Protection00$2,261
EuropeProgram ServicesBusiness Development00$1,618
Russia and the Newly Independent StatesProgram ServicesTrademark Registration and Protection00$1,542
North AmericaProgram ServicesFpsb Affiliate Program Development00$1,016
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Compensation Liability$199,376
Lease Liability$124,566
Deferred Rent$30,520
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Class a members - all persons serving as voting members of the fpsb ltd. Board of directors shall be class a members. Class b members - all fpsb ltd. Affiliates and the united states marks owner shall be class b members. Class b members shall serve in an organizational capacity. Each class b member shall notify fpsb ltd. As to its appointment or change of a member representative.”

Form 990, Part VI, Section A, Line 7B

“Class a members - class a members shall each have one vote on all matters submitted to the fpsb ltd. Board of directors for a vote. No class a member may authorize another person or persons to act for such member by proxy. Class b members - as provided in the certificate of incorporation, the fpsb council, through the class b members, shall have the power to vote on the following matters: 1) class b members may vote to remove all voting members of the board of directors and reconstitute the board as set forth in article 5 of the certificate of incorporation. 2) as provided in the certificate of incorporation, class b members may vote to ratify or reject decisions of the board of directors on matters set forth in article 4.19 of the bylaws as follows: (a) a material amendment to fpsb ltd.'s certificate of incorporation or the bylaws; (b) a material change in the mission statement or collective focus of fpsb ltd., as set forth in fpsb ltd.'s governance process and management limitations policies, policy 1.0 - key objectives; (c) a material change in the cfp certification requirements; (d) a material change in the ownership of the cfp trademarks; or (e) the creation of a new global certification. In these matters, each class b member shall be entitled to a number of votes equal to one vote per us $1,000.00 paid in affiliation or membership fees for the current year pursuant to fpsb ltd.'s current fee schedule ("fee contribution-weighted voting power"). The vote of a majority in fee contribution-weighted voting power of the class b members and a majority of the total number of class b members shall be required in these matters. For all purposes herein, a "majority" shall mean 50 percent plus one. Only class b members that are current with their fee obligations and substantially in compliance with fpsb ltd.'s global standards to fpsb ltd. At the time of voting are eligible to vote.”

Form 990, Part VI, Section A, Line 8B

“The organization does not have any committees with the authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by fpsb ltd.'s ceo. Once the ceo has completed his review, the form 990 is submitted to fpsb's audit committee and board of directors for review. Upon the completion of the audit committee and board of director's review, the return is approved and filed.”

Form 990, Part VI, Section B, Line 12C

“Incoming and existing board members and officers are required to disclose interests that could give rise to conflicts, which is reviewed by fpsb ltd.'s chief legal officer and ceo annually. The organization has policies and procedures in place that impose restrictions on people with conflicts. Prior to each board meeting, members are required to verbally disclose interests based on agenda that could give rise to conflicts, which are recorded in the board minutes of the meeting. If conflicts are determined, the person with the conflict may be excluded from the meeting/decision based on the conflict.”

Form 990, Part VI, Section B, Line 15A

“Annually, fpsb ltd.'s compensation and succession planning committee obtains third-party research on nonprofit ceo compensation and benefits to evaluate the organization's ceo compensation and bonus. In addition, the committee evaluates the ceo's performance against pre-defined metrics, approved by the fpsb ltd. Board of directors, and with the audit committee chairperson, reviews the ceo's performance with regard to organizational, financial and risk management.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and conflict of interest policy available upon request. The organization presents a summary of its financial results at its global meeting and posts on fpsb ltd.'s website for member review.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Barry horner - paradigm house, macrae road, ham green, bristol, united kingdom bs20 0dd. Gerhardt meyer - old mutual, jan smuts ave, pinelands, cape town, south africa. Nancy kistner - 114 west 47th street, 4th fl, new york, ny 10036. Malcom rodgers - 32 renwick st, marrickville, australia nsw 2204. Kimmis pun - marina bay financial centre tower 1, 8 marina blvd., level straits view, singapore 018981. Garry muriwai - 861816 north hampton club way, fernandina beach, fl 32034. Ana claudia utumi - rua surubim 504 , sao paulo, brazil 04571-050.”

Filing and Contact Details

Filer

Filer Name
Financial Planning Standards Board Ltd
EIN
61-1448490
Phone
7204071907
Address
707 17TH STREET NO 2925, DENVER, CO 80202

Signing Officer

Name
Noel Maye
Title
Chief Executive Officer
Phone
7204071907
Signed
2019-04-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Noel Maye
Formed
2003
Legal Domicile
De
Voting Board Members
7
Independent Board Members
7
Employees
12
Volunteers
15

Preparer

Firm
Eide Bailly Llp
Address
7001 E BELLEVIEW AVE STE 700, DENVER, CO 80237
Preparer
Kyle Fritch CPA
Phone
3037705700
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Financial planning standards board ltd. Is exempt from federal income tax under section 501(c)(6) of the internal revenue code. However, income from activities not directly related to the organization's tax-exempt purpose and expenses related to qualified transportation benefits are subject to taxation as unrelated business income. Financial planning standards board ltd. Files an exempt organization business income tax return (form 990-t) with the irs to report its taxable transportation benefits.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Loss on disposal of equipment 5,207.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Loss on disposal of equipment 5,207.”

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IRS990/Form990PartVIISectionAGrp/PersonNm0BARRY HORNER
IRS990/Form990PartVIISectionAGrp/PersonNm1PAMELA PACKARD
IRS990/Form990PartVIISectionAGrp/PersonNm2GERHARDT MEYER
IRS990/Form990PartVIISectionAGrp/PersonNm3BARRY HORNER
IRS990/Form990PartVIISectionAGrp/PersonNm4NANCY KISTNER
IRS990/Form990PartVIISectionAGrp/PersonNm5MALCOM RODGERS
IRS990/Form990PartVIISectionAGrp/PersonNm6KIMMIS PUN
IRS990/Form990PartVIISectionAGrp/PersonNm7GARRY MURIWAI
IRS990/Form990PartVIISectionAGrp/PersonNm8ANA CLAUDIA UTUMI
IRS990/Form990PartVIISectionAGrp/PersonNm9MARI EMMANOUILIDES
IRS990/Form990PartVIISectionAGrp/PersonNm10JENNIFER HUANG
IRS990/Form990PartVIISectionAGrp/PersonNm11NADEEM SHAIKH
IRS990/Form990PartVIISectionAGrp/PersonNm12NOEL MAYE
IRS990/Form990PartVIISectionAGrp/PersonNm13ERIC CAUBLE
IRS990/Form990PartVIISectionAGrp/PersonNm14TAMARA MONROE
IRS990/Form990PartVIISectionAGrp/PersonNm15CHRISTINE SEARLS
IRS990/Form990PartVIISectionAGrp/PersonNm16KATE HOLMES
IRS990/Form990PartVIISectionAGrp/PersonNm17CARRIE CRITCHLOW
IRS990/Form990PartVIISectionAGrp/PersonNm18DENESHA TELLIS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12425430
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13240569
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1495088
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15135692
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16200135
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17114396
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18102427
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRPERSON (FROM 4/18)
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRPERSON (THRU 3/18)
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRPERSON-ELECT (FROM 4/18)
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRPERSON-ELECT (THRU 3/18)
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER (THRU 3/18)
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER (THRU 3/18)
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER (THRU 6/18)
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHIEF LEGAL OFFICER (THRU 6/18)
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHIEF LEGAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR OF STAKEHOLDER ENGAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt17EXECUTIVE ASSISTANT TO CEO/GLOBAL EVENT PLANNER
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR OF COMMUNICATIONS
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-5207
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03739141
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt06
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt025739
IRS990/InsuranceGrp/TotalAmt035615
IRS990/IntangibleAssetsGrp/BOYAmt0532291
IRS990/IntangibleAssetsGrp/EOYAmt0532291
IRS990/InvestmentIncomeGrp/ExclusionAmt01474
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01474
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt017
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0112775
IRS990/LandBldgEquipBasisNetGrp/BOYAmt092233
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0345962
IRS990/LandBldgEquipCostOrOtherBssAmt0458737
IRS990/LegalDomicileStateCd0DE
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt05207
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0FINANCIAL PLANNING STANDARDS BOARD LTD. (FPSB LTD.) BENEFITS THE GLOBAL COMMUNITY BY ESTABLISHING, UPHOLDING AND PROMOTING WORLDWIDE PROFESSIONAL STANDARDS IN FINANCIAL PLANNING. FPSB LTD.'S COMMITTMENT TO EXCELLENCE IS REPRESENTED BY THE MARKS OF PROFESSIONAL DISTINCTION CFP, CERTIFIED FINANCIAL PLANNER.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02799839
IRS990/NetAssetsOrFundBalancesEOYAmt03169489
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-5207
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-5207
IRS990/NetUnrelatedBusTxblIncmAmt03788
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt098856
IRS990/OfficeExpensesGrp/TotalAmt054750
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0201068
IRS990/OtherAssetsTotalGrp/EOYAmt0212116
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt048740
IRS990/OtherExpensesGrp/Desc0DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1PROPERTY TAXES
IRS990/OtherExpensesGrp/TotalAmt045508
IRS990/OtherExpensesGrp/TotalAmt1706
IRS990/OtherLiabilitiesGrp/BOYAmt0203628
IRS990/OtherLiabilitiesGrp/EOYAmt0354462
IRS990/OtherSalariesAndWagesGrp/TotalAmt0662768
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt095764
IRS990/PensionPlanContributionsGrp/TotalAmt025583
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt068663
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt092085
IRS990/PrincipalOfficerNm0NOEL MAYE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0813920
IRS990/ProgramServiceRevenueGrp/BusinessCd1813920
IRS990/ProgramServiceRevenueGrp/BusinessCd2813920
IRS990/ProgramServiceRevenueGrp/Desc0AFFILIATE DUES-CFP CER
IRS990/ProgramServiceRevenueGrp/Desc1AFFILIATE DUES-OTHER C
IRS990/ProgramServiceRevenueGrp/Desc2GLOBAL MEETINGS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03036662
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1536880
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2124300
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03036662
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1536880
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2124300
IRS990/ProgSrvcAccomActy2Grp/Desc0FPSB LTD. CONVENES AN ANNUAL MEETING AT WHICH AFFILIATE ORGANIZATIONS MEET TO CONDUCT THE BUSINESS OF FPSB LTD. LEADERS MEET TO DISCUSS STRATEGIES FOR ESTABLISHING THE FINANCIAL PLANNING PROFESSION INCLUDING SETTING WORLDWIDE PROFESSIONAL STANDARDS AND DEVELOPING THE BODY OF KNOWLEDGE IN FINANCIAL PLANNING. AFFILIATE ORGANIZATIONS ARE ALSO ABLE TO BUILD THE PROFESSION WITHIN THEIR TERRITORIES BY NETWORKING AND LEARNING FROM EACH OTHER.
IRS990/ProgSrvcAccomActy3Grp/Desc0ALTHOUGH IT DOES NOT GENERATE REVENUE, A CRITICAL ACTIVITY OF FPSB LTD. INCLUDES ENGAGING REGULATORS AROUND THE WORLD IN DISCUSSIONS ON HOW A GLOBAL FINANCIAL PLANNING PROFESSION CAN IMPACT AND BENEFIT THE LIVES OF MILLIONS OF CONSUMERS WHO ARE IN NEED OF ADVICE FROM COMPETENT AND ETHICAL FINANCIAL PLANNERS.
IRS990/ProgSrvcAccomActyOtherGrp/Desc0FPSB LTD. IS GROWING THE GLOBAL PROFESSION BY OPERATING EDUCATION AND RELATED PROGRAMS IN TERRITORIES INTO WHICH WE ARE INTRODUCING THE CONCEPT OF FINANCIAL PLANNING. FPSB WILL LAUNCH EDUCATION AND RELATED PROGRAMS THAT COVER VARIOUS COMPONENTS OF FINANCIAL PLANNING, ESTABLISHING A PATHWAY OPPORTUNITY FOR THOSE LOOKING TO OBTAIN CFP CERTIFICATION AND PRACTICE COMPREHENSIVE FINANCIAL PLANNING.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01447
IRS990/PYOtherExpensesAmt01474894
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt03791653
IRS990/PYRevenuesLessExpensesAmt0469079
IRS990/PYSalariesCompEmpBnftPaidAmt01849127
IRS990/PYTotalExpensesAmt03324021
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03793100
IRS990/ReconcilationRevenueExpnssAmt0369650
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02425475
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02559599
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0121467
IRS990ScheduleD/EquipmentGrp/DepreciationAmt046972
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0168439
IRS990ScheduleD/ExpensesNotReportedAmt05207
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03364284
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0176453
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt07672
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0184125
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0199376
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt112740
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0PENSION PLAN
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1SECURITY DEPOSITS
IRS990ScheduleD/OtherExpensesIncludedAmt05207
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt048042
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt058131
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0106173
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0199376
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1124566
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt230520
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED COMPENSATION LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1LEASE LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DEFERRED RENT
IRS990ScheduleD/OtherRevenueAmt05207
IRS990ScheduleD/RevenueNotReportedAmt05207
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03733934
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FINANCIAL PLANNING STANDARDS BOARD LTD. IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE AND EXPENSES RELATED TO QUALIFIED TRANSPORTATION BENEFITS ARE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. FINANCIAL PLANNING STANDARDS BOARD LTD. FILES AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS TO REPORT ITS TAXABLE TRANSPORTATION BENEFITS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1LOSS ON DISPOSAL OF EQUIPMENT 5,207.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2LOSS ON DISPOSAL OF EQUIPMENT 5,207.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0345962
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0212116
IRS990ScheduleD/TotalExpensesPerForm990Amt03364284
IRS990ScheduleD/TotalLiabilityAmt0354462
IRS990ScheduleD/TotalRevenuePerForm990Amt03733934
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03739141
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03369491
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt20
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt30
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt40
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt50
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt60
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt70
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt80
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt90
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt100
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt110
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt120
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt130
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt140
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt150
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt160
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt170
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt180
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt190
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt20
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt30
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt40
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt50
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt60
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt70
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt80
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt90
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt100
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt110
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt120

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,783,945
Liabilities
$614,456
Net assets
$3,169,489
Revenue
$3,733,934
Expenses
$3,364,284
Net income
$369,650
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$4.62$1.46$3.15$5.39$5.42$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.68$1.50$3.18$5.15$5.31$0.16
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.79$1.41$3.39$4.75$4.76$0.01
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.45$1.06$3.40$4.63$4.37$0.26
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.13$1.01$3.12$4.14$4.22$0.08
2018Detailed filing. Detailed filing data is available for this year.$3.78$0.61$3.17$3.73$3.36$0.37
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.33$0.53$2.80$3.79$3.32$0.47
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.77$0.44$2.33$3.53$3.41$0.13
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.65$0.45$2.20$3.78$3.81$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.68$0.44$2.24$3.53$3.38$0.16
2013Detailed filing. Detailed filing data is available for this year.$2.51$0.43$2.08$3.27$3.32$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.48$0.35$2.13$2.72
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.48$0.54$1.95$2.40
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.98$0.50$1.48$2.20