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CERTIFIED FINANCIAL PLANNER BOARD OF

WASHINGTON, DC EIN 74-2385850 Community DevelopmentS41 501C3 CHARITY
$8.4M
Revenue
15
Filings
$667K
Total Grants
16
Grant Records
Latest Financial Summary
Fiscal Year Revenue Expenses Net Assets Contributions
FY 2024 $8.4M $9.8M $32.6M $3.7M
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Key Officers
M
MATT BOERSEN CFP CFA
BOARD CHAIR
L
LOUIS BARAJAS CFP MBA
BOARD MEMBER
M
MARGUERITA CHENG CFP
BOARD MEMBER
Executive Compensation
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Top Grant Recipients (Teaser)
16 total grants · $667K total giving
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Filing History
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