Civic Intelligence

Society of Financial Service Professionals Hartford Chapter Inc

EIN 06-6082276 • 501(c)6 • Rocky Hill, CT

Profile

Providing credentialed professionals with industry best practices and legislative updates.

Fsp Connecticut 95 West StreetRocky Hill, CT 06067

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

4th percentile

-335%

Higher net margin than 4% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

8th percentile

-100%

Faster asset growth than 8% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-57%

Faster revenue growth than 10% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $26,965 (-100%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $26,965 (-100%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin4th percentile

Revenue

Down

$8,045

Down $10,617 (-57%) from 2023

Expenses

Up

$35,010

Up $5,003 (+17%) from 2023

Net Income

Down

-$26,965

Down $15,620 (-138%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth8th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2012: $24,410Liabilities 2012: $0Net Assets 2012: $24,4102012Assets 2013: $34,554Liabilities 2013: $02013Assets 2014: $43,996Liabilities 2014: $0Net Assets 2014: $43,9962014Assets 2015: $50,574Liabilities 2015: $0Net Assets 2015: $50,5742015Assets 2017: $50,508Liabilities 2017: $0Net Assets 2017: $50,5082017Assets 2018: $53,589Liabilities 2018: $0Net Assets 2018: $53,5892018Assets 2019: $56,682Liabilities 2019: $0Net Assets 2019: $56,6822019Assets 2020: $50,910Liabilities 2020: $0Net Assets 2020: $50,9102020Assets 2021: $53,802Liabilities 2021: $0Net Assets 2021: $53,8022021Assets 2022: $35,381Liabilities 2022: $0Net Assets 2022: $35,3812022Assets 2023: $26,965Net Assets 2023: $26,9652023Assets 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities-
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2012: $27,542Expenses 2012: $33,000Net Income 2012: -$5,4582012Revenue 2013: $39,111Expenses 2013: $31,360Net Income 2013: $7,7512013Revenue 2014: $40,561Expenses 2014: $34,089Net Income 2014: $6,4722014Revenue 2015: $56,963Expenses 2015: $52,040Net Income 2015: $4,9232015Revenue 2017: $52,765Expenses 2017: $48,639Net Income 2017: $4,1262017Revenue 2018: $34,846Expenses 2018: $31,765Net Income 2018: $3,0812018Revenue 2019: $33,760Expenses 2019: $30,657Net Income 2019: $3,1032019Revenue 2020: $25,545Expenses 2020: $31,317Net Income 2020: -$5,7722020Revenue 2021: $16,728Expenses 2021: $22,550Net Income 2021: -$5,8222021Revenue 2022: $18,976Expenses 2022: $32,151Net Income 2022: -$13,1752022Revenue 2023: $18,662Expenses 2023: $30,007Net Income 2023: -$11,3452023Revenue 2024: $8,045Expenses 2024: $35,010Net Income 2024: -$26,9652024

Highlighted filing

2024

Revenue$8,045
Expenses$35,010
Net Income-$26,965
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$8,045
Expenses
$35,010
Net income
-$26,965
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$8.05$35.0$27.0
2023Detailed filing. Detailed filing data is available for this year.$27.0$27.0$18.7$30.0$11.3
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.4$0.00$35.4$19.0$32.2$13.2
2021Detailed filing. Detailed filing data is available for this year.$53.8$0.00$53.8$16.7$22.6$5.82
2020Detailed filing. Detailed filing data is available for this year.$50.9$0.00$50.9$25.5$31.3$5.77
2019Detailed filing. Detailed filing data is available for this year.$56.7$0.00$56.7$33.8$30.7$3.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.6$0.00$53.6$34.8$31.8$3.08
2017Detailed filing. Detailed filing data is available for this year.$50.5$0.00$50.5$52.8$48.6$4.13
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.6$0.00$50.6$57.0$52.0$4.92
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$44.0$0.00$44.0$40.6$34.1$6.47
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.6$0.00$39.1$31.4$7.75
2012Summary only. Only limited summary data is available for this year.$24.4$0.00$24.4$27.5$33.0$5.46
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Aug 19, 2024
Return Version
2023v5.0
Gross Receipts
$35,395
Mission and Program Overview

Mission

Providing credentialed professionals with industry best practices and legislative updates.

Program Services

DescriptionGrantsExpenses
CONTINUING EDUCATION - CLASSES AND SEMINARS PROVIDED FOR PROFESSIONAL DEVELOPMENT--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACQUELINE BALDWINPresident-$0--
BRENDEN HEALYSecretary/Tr-$0--
KEVIN BALDWINAt Large-$0--
SUSAN LAMPROSMarketing-$0--
MARK LEESponsorships-$0--
RICHARD L OLEWNIKProgram Co-C-$0--
GARY RUCHINAt Large-$0--
Filing and Contact Details

Filer

Filer Name
Society of Financial Service
EIN
06-6082276
Phone
8607217400
Address
FSP CONNECTICUT 95 WEST STREET, ROCKY HILL, CT 06067

Signing Officer

Name
Brenden Healy
Title
Secretary/treasurer
Phone
8607217400
Signed
2024-08-19
Discuss with paid preparer
Yes

Preparer

Firm
Snyder & Company Cpas Pc
Address
33 PENDLETON DRIVE, HEBRON, CT 06248-1512
Preparer
Jeffrey D Snyder CPA
Phone
8602288100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 172 information technology 891 travel 79 meetings 3,943 continuing ed 305 public forum 14,907 total 20,297”

Form 990-ez, Part III

“Providing credentialed professionals with industry best practices and legislative updates.”

Raw XML Appendix121 raw XML fields

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

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JACLYN FARNHAM CAP
IRS990EZ/BooksInCareOfDetail/PhoneNum08607217400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt095 WEST STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCKY HILL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006067
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026965
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt027350
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-26965
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt014574
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026965
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt01007
IRS990EZ/GrossReceiptsAmt035395
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06217
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026965
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026965
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OccupancyRentUtltsAndMaintAmt0120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JACQUELINE BALDWIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRENDEN HEALY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KEVIN BALDWIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUSAN LAMPROS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARK LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RICHARD L OLEWNIK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GARY RUCHIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY/TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MARKETING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SPONSORSHIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PROGRAM CO-C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6AT LARGE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt020297
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDING CREDENTIALED PROFESSIONALS WITH INDUSTRY BEST PRACTICES AND LEGISLATIVE UPDATES.
IRS990EZ/PrintingPublicationsPostageAmt019
IRS990EZ/ProgramServiceRevenueAmt0821
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONTINUING EDUCATION - CLASSES AND SEMINARS PROVIDED FOR PROFESSIONAL DEVELOPMENT
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt028357
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035010
IRS990EZ/TotalRevenueAmt08045
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0false
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 172 INFORMATION TECHNOLOGY 891 TRAVEL 79 MEETINGS 3,943 CONTINUING ED 305 PUBLIC FORUM 14,907 TOTAL 20,297
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROVIDING CREDENTIALED PROFESSIONALS WITH INDUSTRY BEST PRACTICES AND LEGISLATIVE UPDATES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRENDEN HEALY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08607217400
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOCIETY OF FINANCIAL SERVICE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PROFESSIONALS CONNECTICUT CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0SOCI
ReturnHeader/Filer/EIN0066082276
ReturnHeader/Filer/PhoneNum08607217400
ReturnHeader/Filer/USAddress/AddressLine1Txt0FSP CONNECTICUT 95 WEST STREET
ReturnHeader/Filer/USAddress/CityNm0ROCKY HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006067
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475235610
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SNYDER & COMPANY CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt033 PENDLETON DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HEBRON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0062481512
ReturnHeader/PreparerPersonGrp/PhoneNum08602288100
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY D SNYDER CPA
ReturnHeader/ReturnTs02024-09-05T15:27:55-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)6 • <$500k nonprofits