Civic Intelligence

Financial Planning Standards Board Ltd

990 • Fiscal year 2021 • EIN 61-1448490

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 28, 2022

Organization ProfileWWW.FPSB.ORG

View Organization Page

707 17th Street 2925Denver, CO 80202

(720) 407-1907

Siviq Scores

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

Liabilities / Assets

71st percentile

0.29x

Higher debt load relative to assets than 71% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

62nd percentile

0.30x

Higher debt load relative to revenue than 62% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Net Margin

21st percentile

-0.2%

Higher net margin than 21% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

97th percentile

$464,577

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 9.8% of source-year revenue.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Asset Growth

38th percentile

7.6%

Faster asset growth than 38% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

37th percentile

2.5%

Faster revenue growth than 37% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$4,793,779

Up $339,224 (+7.6%) from 2020

Net Assets

Down

$3,387,644

Down $9,248 (-0.3%) from 2020

Liabilities

Up

$1,406,135

Up $348,472 (+33%) from 2020

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin21st percentile

Revenue

Up

$4,746,660

Up $117,128 (+2.5%) from 2020

Expenses

Up

$4,755,908

Up $381,975 (+8.7%) from 2020

Net Income

Down

-$9,248

Down $264,847 (-104%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2021

Assets$4,793,779
Liabilities$1,406,135
Net Assets$3,387,644
Open 2021 Filing

Operations Trend

Revenue Growth37th 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

2021

Revenue$4,746,660
Expenses$4,755,908
Net Income-$9,248
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 28, 2022
Return Version
2021v4.2
Gross Receipts
$4,746,660
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$2,939,310$3,417,808▲ $478,498
Intangible Assets$673,451$631,351▼ $42,100
Land, Buildings, and Equipment, Net$325,420$235,571▼ $89,849
Prepaid Expenses and Deferred Charges$129,768$48,574▼ $81,194
Accounts Receivable$60,685$339▼ $60,346
Total Assets$4,454,555$4,793,779▲ $339,224
Other Assets Total$325,921$460,136▲ $134,215
Liabilities
Accounts Payable and Accrued Expenses$330,672$557,225▲ $226,553
Other Liabilities$419,678$497,920▲ $78,242
Deferred Revenue$307,313$350,990▲ $43,677
Total Liabilities$1,057,663$1,406,135▲ $348,472
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,396,892$3,387,644▼ $9,248
Total Net Assets Fund Balance$3,396,892$3,387,644▼ $9,248
Total Liabilities and Net Assets / Fund Balance$4,454,555$4,793,779▲ $339,224

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$77,170$146,797$223,967
Equipment$74,011$127,268$201,279
Leasehold Improvements$84,390$99,734$184,124
Other Assets Org$35,458--
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Noel MayeChief Executive OfficerFT$310,222$161,028$471,250
Eric CaubleChief Operating OfficerFT$196,561$81,173$277,734
Christine SearlsChief Legal OfficerFT$204,080$64,094$268,174
Jd MccartneyChief Communications OfficFT$184,863$20,808$205,671
Dalia El PrinceDirector, New Program DevelopmentFT$113,076$34,585$147,661
Tanya DahlenParalegalFT$113,238$13,511$126,749
Carrie CritchlowExecutive Assistant to CEOFT$100,648$23,883$124,531

Board Members and Trustees

NameTitle
Garry MuriwaiChairperson
Ana Claudia UtumiChairperson-elect
Adam SamuelMember
Andrea MiddelMember
Darren McshaneMember
Jeff FarrarMember
Kaja KrollMember
Sankie MorataMember

Highest Paid Contractors

ContractorServicesLocationCompensation
Adsero IpProfessional Services Ip8210 SOUTHPARK TERRACE, Littleton, CO 80120$447,970
Brookfield PropertiesOffice Lease/services250 VESEY ST 15TH FLOOR, New York, NY 10281$151,859
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,714,611
Investment Income
$32,049
Other Revenue
$0
Change in Net Assets
$-9,248

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,746,660
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,746,660
Total Revenue per Form 990
$4,746,660
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,623,873
Other Expenses$2,132,035
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---$1,222,828
Fees for Services Other---$1,181,173
Other Salaries and Wages---$1,164,877
Depreciation Depletion---$154,749
Information Technology---$141,704
Fees for Services Legal---$137,586
Occupancy---$126,968
Payroll Taxes---$122,901
Fees for Services Accounting---$108,850
All Other Expenses---$76,338
Pension Plan Contributions---$71,636
Insurance---$51,664
Other Employee Benefits---$41,631
Travel---$10,643
Office Expenses---$9,786
Other Expenses---$4,716
Total Functional Expenses$0$0$0$4,755,908

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,755,908
Total Expenses per Audited Statements$4,755,908
Total Expenses per Form 990$4,755,908
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
1
Employees
8
Spending
$933,558

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
South AsiaProgram ServicesManagement of Local Certification Program18$874,438
Europe (including Iceland & Greenland)Program ServicesMembership - Global Securities Regulators Association00$40,465
Europe (including Iceland & Greenland) - Albania, Andorra, Austria, BelgiumProgram ServicesDevelopment and Management of Education Delivery Platform00$9,900
Sub-saharan AfricaProgram ServicesFinancial Markets Research00$6,450
South AsiaProgram ServicesConsulting to Draft Educational Content00$1,705
East Asia and the PacificProgram ServicesConsulting to Draft Educational Content00$600
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$411,938
Lease Liability$59,575
Deferred Rent$26,407
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 35% controlled entity
No
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.”

Filing and Contact Details

Filer

Filer Name
Financial Planning Standards Board Ltd
EIN
61-1448490
Phone
7204071907
Address
707 17TH STREET 2925, DENVER, CO 80202

Signing Officer

Name
Noel Maye
Title
Chief Executive Officer
Phone
7204071907
Signed
2022-04-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Noel Maye
Formed
2003
Legal Domicile
De
Voting Board Members
8
Independent Board Members
8
Employees
14
Volunteers
11

Preparer

Firm
Eide Bailly Llp
Address
2950 E HARMONY RD STE 290, FORT COLLINS, CO 80528-3429
Preparer
Kyle Fritch CPA
Phone
9702238825
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Brand management services 140,480. Certification standards and other related services 996,153. Board development/publications/governance etc. 44,540.”

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 fpsb's tax exempt purpose is subject to taxation as unrelated business income. We did not have taxable income or income tax expense during the years ended december 31, 2021 and 2020.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0433222
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1204080
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2196561
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3184863
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4113076
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5113238
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6100648
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
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/TitleTxt0CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHIEF LEGAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHIEF COMMUNICATIONS OFFIC
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR, NEW PROGRAM DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5PARALEGAL
IRS990/Form990PartVIISectionAGrp/TitleTxt6EXECUTIVE ASSISTANT TO CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHAIRPERSON-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04746660
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt07
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0141704
IRS990/InsuranceGrp/TotalAmt051664
IRS990/IntangibleAssetsGrp/BOYAmt0673451
IRS990/IntangibleAssetsGrp/EOYAmt0631351
IRS990/InvestmentIncomeGrp/ExclusionAmt032049
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt032049
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt019
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0373799
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0325420
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0235571
IRS990/LandBldgEquipCostOrOtherBssAmt0609370
IRS990/LegalDomicileStateCd0DE
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. (CONTINUED ON SCHEDULE O)FPSB LTD.'S COMMITTMENT TO EXCELLENCE IS REPRESENTED BY THE MARKS OF PROFESSIONAL DISTINCTION CFP, CERTIFIED FINANCIAL PLANNER.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03396892
IRS990/NetAssetsOrFundBalancesEOYAmt03387644
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03396892
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03387644
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0126968
IRS990/OfficeExpensesGrp/TotalAmt09786
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0325921
IRS990/OtherAssetsTotalGrp/EOYAmt0460136
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt041631
IRS990/OtherExpensesGrp/Desc0DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1DIRECT CERTIFICATION PR
IRS990/OtherExpensesGrp/Desc2TELECOMMUNICATIONS
IRS990/OtherExpensesGrp/Desc3SHIPPING AND PRINTING
IRS990/OtherExpensesGrp/TotalAmt055900
IRS990/OtherExpensesGrp/TotalAmt151810
IRS990/OtherExpensesGrp/TotalAmt220148
IRS990/OtherExpensesGrp/TotalAmt34716
IRS990/OtherLiabilitiesGrp/BOYAmt0419678
IRS990/OtherLiabilitiesGrp/EOYAmt0497920
IRS990/OtherSalariesAndWagesGrp/TotalAmt01164877
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0122901
IRS990/PensionPlanContributionsGrp/TotalAmt071636
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0129768
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt048574
IRS990/PrincipalOfficerNm0NOEL MAYE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0813920
IRS990/ProgramServiceRevenueGrp/BusinessCd1813920
IRS990/ProgramServiceRevenueGrp/BusinessCd2813920
IRS990/ProgramServiceRevenueGrp/BusinessCd3813920
IRS990/ProgramServiceRevenueGrp/Desc0AFFILIATE DUES-CFP CER
IRS990/ProgramServiceRevenueGrp/Desc1DIRECT CERTIFICATION R
IRS990/ProgramServiceRevenueGrp/Desc2AFFILIATE DUES-OTHER C
IRS990/ProgramServiceRevenueGrp/Desc3RESEARCH PARTICIPATION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03193860
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1806334
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2674550
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt339867
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03193860
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1806334
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2674550
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt339867
IRS990/ProgSrvcAccomActy2Grp/Desc0FPSB LTD. REGULARLY CONVENES CALLS AND MEETINGS, INCLUDING AN ANNUAL GLOBAL MEETING, AT WHICH AFFILIATE ORGANIZATIONS 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/Desc0FPSB LTD. OFFERS FINANCIAL PLANNING EDUCATION AND CERTIFICATION PROGRAMS DIRECTLY IN CERTAIN TERRITORIES TO BUILD THE GLOBAL FINANCIAL PLANNING PROFESSION. FPSB WILL DELIVER THESE PROGRAMS TO INCREASE FINANCIAL LITERACY, EDUCATE PROFESSIONALS ON THE COMPONENTS OF COMPREHENSIVE FINANCIAL PLANNING AND ESTABLISH A PATHWAY OPPORTUNITY FOR THOSE PROFESSIONALS TO ACHIEVE CFP CERTIFICATION AND PRACTICE COMPREHENSIVE FINANCIAL PLANNING.
IRS990/ProgSrvcAccomActyOtherGrp/Desc0A 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 CONSUMERS WHO ARE IN NEED OF ADVICE FROM COMPETENT AND ETHICAL FINANCIAL PLANNERS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt011295
IRS990/PYOtherExpensesAmt02130946
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04618237
IRS990/PYRevenuesLessExpensesAmt0255599
IRS990/PYSalariesCompEmpBnftPaidAmt02242987
IRS990/PYTotalExpensesAmt04373933
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04629532
IRS990/ReconcilationRevenueExpnssAmt0-9248
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02939310
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03417808
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt074011
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0127268
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0201279
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04755908
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt084390
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt099734
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0184124
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0411938
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt112740
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt235458
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEFERRED COMPENSATION INVESTMENTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1SECURITY DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2FUNDS HELD ON BEHALF OF FPSB
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt077170
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0146797
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0223967
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0411938
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt159575
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt226407
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED COMPENSATION LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1LEASE LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DEFERRED RENT
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04746660
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 FPSB'S TAX EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. WE DID NOT HAVE TAXABLE INCOME OR INCOME TAX EXPENSE DURING THE YEARS ENDED DECEMBER 31, 2021 AND 2020.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0235571
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0460136
IRS990ScheduleD/TotalExpensesPerForm990Amt04755908
IRS990ScheduleD/TotalLiabilityAmt0497920
IRS990ScheduleD/TotalRevenuePerForm990Amt04746660
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04746660
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04755908
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt08
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt20
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt30
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt40
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt50
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt01
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt20
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt30
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt40
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt50
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt0874438
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt11705
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt29900
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt3600
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt46450
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt540465
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0SOUTH ASIA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1SOUTH ASIA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt2EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt3EAST ASIA AND THE PACIFIC
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt4SUB-SAHARAN AFRICA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt5EUROPE (INCLUDING ICELAND & GREENLAND)
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0MANAGEMENT OF LOCAL CERTIFICATION PROGRAM
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt1CONSULTING TO DRAFT EDUCATIONAL CONTENT
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt2DEVELOPMENT AND MANAGEMENT OF EDUCATION DELIVERY PLATFORM
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt3CONSULTING TO DRAFT EDUCATIONAL CONTENT
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt4FINANCIAL MARKETS RESEARCH
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt5MEMBERSHIP - GLOBAL SECURITIES REGULATORS ASSOCIATION
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0PROGRAM SERVICES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1PROGRAM SERVICES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt2PROGRAM SERVICES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt3PROGRAM SERVICES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt4PROGRAM SERVICES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt5PROGRAM SERVICES
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt08
IRS990ScheduleF/SubtotalOfficesCnt01

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,793,779
Liabilities
$1,406,135
Net assets
$3,387,644
Revenue
$4,746,660
Expenses
$4,755,908
Net income
-$9,248
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
2021Detailed filing. Detailed filing data is available for this year.$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
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$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