Interesting data from their 2020 990 filing

The non-profit's mission, as described in the filing, is “The foundation for financial planning helps people take control of their financial lives by connecting the financial planning community with people in need. we achieve this by supporting pro bono advice and outreach activities.”.

When describing its duties, they were characterized as: “See page 2, part iii”.

• The non-profit has complied with legal regulations by reporting their state of operation as GA.
• The filing shows that the non-profit's address as of 2020 is 1425 K STREET NW STE 750, WASHINGTON, DC, 20005.
• As of 2020, the non-profit has reported a total of 0 employees on their form.
• Does not operate a hospital.
• Does not operate a school.
• Does not collect art.
• Does not provide credit counseling.
• Does not have foreign activities.
• Is not a donor advised fund.
• Is not a private foundation.
• Expenses are greater than $1,000,000.
• Revenue is greater than $1,000,000.
• Revenue less expenses is $364,782.
• The compensation of the CEO of the organization is subject to review and approval by an independent body.
• The organization has a written policy that describes how long it will retain documents.
• The organization has 17 independent voting members.
• The organization was formed in 1981.
• The organization has a written policy that addresses conflicts of interest.
• The organization is required to file Schedule B.
• The organization is required to file Schedule J.
• The organization is required to file Schedule O.
• The organization pays $723,171 in salary, compensation, and benefits to its employees.
• The organization pays $105,642 in fundraising expenses.
• The organization provides Form 990 to its governing body.
• The organization has minutes of its meetings.
• The organization has a written whistleblower policy.
• The organization has grants to organizations.
• The organization's financial statements were reviewed by an accountant.