Charity profile · Historical source record

Foundation for Financial Planning

EIN 58-1446336Community Development District of Columbia Small

Historical collection: May 2019 · Rating details mostly from 2017. Source & context

The mission

What this organization describes

Helping people take control of their financial lives.

The Foundation for Financial Planning works to help 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.

Mission and tagline reproduced from the source record.

Historical scorecard

Three perspectives. One record.

93.78Overall score
out of 100

91.21Financial score
out of 100

100.00Accountability & transparency
out of 100

These are the dataset’s historical numeric fields, not a current rating or a new DonorAPI.com assessment. Read the score context ↗

Financial context

Revenue, expenses, and composition

Total revenue · USD$1,562,200

Total expenses · USD$1,517,085

Program expenses

$1,221,253.43 recorded amount

80.5%

Fundraising expenses

$239,699.43 recorded amount

15.8%

Administrative expenses

$54,615.06 recorded amount

3.6%

Fundraising efficiency: $0.14 spent per $1 raised in donations, as defined in the source.

Expense shares are displayed as percentages. Component amounts in this collection match total expenses multiplied by the source ratios; rounding can leave a small difference from the total. The source does not supply a row-specific fiscal year. Field definitions ↗

Historical leadership record

The leadership information supplied

Recorded leader: Jonathan Dauphine
Recorded compensation: $312,170.00
Recorded compensation percentage: 20.57%

These fields do not establish the current officeholder or current compensation. The metadata does not specify the denominator of the leader compensation percentage. Read with context ↗

Inspect all 23 original source fields

Exact source strings are retained below, including numeric precision. A blank value is marked as not reported; zero remains zero.

All 23 original fields for Foundation for Financial Planning
Source field	Original source value
`ascore` Accountability & transparency score	100.0
`category` Category	Community Development
`description` Mission & description	The Foundation for Financial Planning works to help 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.
`ein` EIN	58-1446336
`tot_exp` Total expenses	1517085.0
`admin_exp_p` Administrative expense fraction	0.036000000000000004
`fund_eff` Fundraising efficiency ($ per $1 raised)	0.14
`fund_exp_p` Fundraising expense fraction	0.158
`program_exp_p` Program expense fraction	0.805
`fscore` Financial score	91.21
`leader` Recorded leader	Jonathan Dauphine
`leader_comp` Recorded leader compensation	312170.0
`leader_comp_p` Recorded leader compensation fraction	0.2057
`motto` Tagline	Helping people take control of their financial lives.
`name` Charity name	Foundation for Financial Planning
`tot_rev` Total revenue	1562200.0
`score` Overall score	93.78
`state` State code	DC
`subcategory` Subcategory	Housing and Neighborhood Development
`size` Source size label	small
`program_exp` Program expenses	1221253.425
`fund_exp` Fundraising expenses	239699.43
`admin_exp` Administrative expenses	54615.060000000005

Identity & classification

At a glance

EIN: 58-1446336
Source category: Community Development
Source subcategory: Housing and Neighborhood Development
Recorded location: District of Columbia (DC)
Expense-based size: Small
Under $3.5M in total expenses · source label: small

Explore alongside

Related source records

Linked by source subcategory, prioritizing the same recorded state. Not a recommendation or ranking.

A useful next step

Keep the context.

Check current organizational information separately before making a giving decision. This record does not include an official website, donation URL, or current eligibility field.

Giving research guide ↗

Source: Charity Navigator Scores Expenses Dataset, version 1, attributed to katyjqian on Kaggle. Collection: May 2019; rating details mostly from 2017. Read attribution, scope, and reuse notes.