Civic Intelligence

Foundation for Financial Service

EIN 23-2336013 • 501(c)3 • Arlington, VA

Profile

The foundation for financial service professionals, a charitable organization created in 1982 under irc section 501(c)(3), was established by the leadership of the society of financial service professionals, with a mission to impact the lives of individuals with scholarships and financial education.

1000 Wilson Blvd 1890Arlington, VA 22209

www.financialprofoundation.org

Siviq Scores

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

Liabilities / Assets

69th percentile

0.02x

Higher debt load relative to assets than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

75th percentile

0.03x

Higher debt load relative to revenue than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

94th percentile

68%

Higher net margin than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

90th percentile

66%

Faster asset growth than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

230%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$371,748

Up $148,078 (+66%) from 2023

Liabilities

Down

$7,158

Down $18,374 (-72%) from 2023

Net Assets

Up

$364,590

Up $166,452 (+84%) from 2023

Operations
Liabilities / Revenue75th percentileNet Margin94th percentile

Revenue

Up

$239,589

Up $167,081 (+230%) from 2023

Expenses

Up

$75,919

Up $32,738 (+76%) from 2023

Net Income

Up

$163,670

Up $134,343 (+458%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth90th percentile

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

$600K$400K$200K$0Assets 2011: $478,226Liabilities 2011: $155,063Net Assets 2011: $323,1632011Assets 2012: $479,472Liabilities 2012: $199,704Net Assets 2012: $279,7682012Assets 2013: $488,700Liabilities 2013: $181,169Net Assets 2013: $307,5312013Assets 2014: $479,680Liabilities 2014: $182,086Net Assets 2014: $297,5942014Assets 2015: $423,502Liabilities 2015: $201,006Net Assets 2015: $222,4962015Assets 2016: $443,451Liabilities 2016: $237,741Net Assets 2016: $205,7102016Assets 2017: $406,850Liabilities 2017: $180,880Net Assets 2017: $225,9702017Assets 2018: $377,965Liabilities 2018: $154,393Net Assets 2018: $223,5722018Assets 2019: $332,208Liabilities 2019: $128,065Net Assets 2019: $204,1432019Assets 2020: $286,465Liabilities 2020: $102,207Net Assets 2020: $184,2582020Assets 2021: $290,505Liabilities 2021: $70,412Net Assets 2021: $220,0932021Assets 2022: $218,248Liabilities 2022: $62,673Net Assets 2022: $155,5752022Assets 2023: $223,670Liabilities 2023: $25,532Net Assets 2023: $198,1382023Assets 2024: $371,748Liabilities 2024: $7,158Net Assets 2024: $364,5902024

Highlighted filing

2024

Assets$371,748
Liabilities$7,158
Net Assets$364,590
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $89,541Expenses 2011: $135,765Net Income 2011: -$46,2242011Revenue 2012: $111,623Expenses 2012: $135,281Net Income 2012: -$23,6582012Revenue 2013: $127,631Expenses 2013: $114,909Net Income 2013: $12,7222013Revenue 2014: $114,569Expenses 2014: $115,160Net Income 2014: -$5912014Revenue 2015: $53,011Expenses 2015: $92,975Net Income 2015: -$39,9642015Revenue 2016: $42,865Expenses 2016: $87,661Net Income 2016: -$44,7962016Revenue 2017: $86,875Expenses 2017: $80,018Net Income 2017: $6,8572017Revenue 2018: $39,445Expenses 2018: $52,398Net Income 2018: -$12,9532018Revenue 2019: $57,892Expenses 2019: $60,447Net Income 2019: -$2,5552019Revenue 2020: $45,265Expenses 2020: $60,728Net Income 2020: -$15,4632020Revenue 2021: $240,422Expenses 2021: $235,118Net Income 2021: $5,3042021Revenue 2022: $32,614Expenses 2022: $53,881Net Income 2022: -$21,2672022Revenue 2023: $72,508Expenses 2023: $43,181Net Income 2023: $29,3272023Revenue 2024: $239,589Expenses 2024: $75,919Net Income 2024: $163,6702024

Highlighted filing

2024

Revenue$239,589
Expenses$75,919
Net Income$163,670
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$371,748
Liabilities
$7,158
Net assets
$364,590
Revenue
$239,589
Expenses
$75,919
Net income
$163,670
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.72$0.07$3.65$2.40$0.76$1.64
2023Detailed filing. Detailed filing data is available for this year.$2.24$0.26$1.98$0.73$0.43$0.29
2022Detailed filing. Detailed filing data is available for this year.$2.18$0.63$1.56$0.33$0.54$0.21
2021Detailed filing. Detailed filing data is available for this year.$2.91$0.70$2.20$2.40$2.35$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.86$1.02$1.84$0.45$0.61$0.15
2019Detailed filing. Detailed filing data is available for this year.$3.32$1.28$2.04$0.58$0.60$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.78$1.54$2.24$0.39$0.52$0.13
2017Detailed filing. Detailed filing data is available for this year.$4.07$1.81$2.26$0.87$0.80$0.07
2016Detailed filing. Detailed filing data is available for this year.$4.43$2.38$2.06$0.43$0.88$0.45
2015Summary only. Only limited summary data is available for this year.$4.24$2.01$2.22$0.53$0.93$0.40
2014Detailed filing. Detailed filing data is available for this year.$4.80$1.82$2.98$1.15$1.15$0.01
2013Detailed filing. Detailed filing data is available for this year.$4.89$1.81$3.08$1.28$1.15$0.13
2012Summary only. Only limited summary data is available for this year.$4.79$2.00$2.80$1.12$1.35$0.24
2011Summary only. Only limited summary data is available for this year.$4.78$1.55$3.23$0.90$1.36$0.46
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Dec 31, 2024
Signed
Aug 6, 2025
Return Version
2024v5.2
Gross Receipts
$239,589
Mission and Program Overview

Mission

The foundation for financial service professionals, a charitable organization created in 1982 under irc section 501(c)(3), was established by the leadership of the society of financial service professionals, with a mission of fostering research, education and ethical practices among financial service professionals in order to benefit the public.

The foundation for financial service professionals, a charitable organization created in 1982 under irc section 501(c)(3), was established by the leadership of the society of financial service professionals, with a mission to impact the lives of individuals with scholarships and financial education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$0$186,490▲ $186,490
Investments in Publicly Traded Securities$243,000$185,258▼ $57,742
Total Assets$243,000$371,748▲ $128,748
Liabilities
Accounts Payable and Accrued Expenses$49,000$4,000▼ $45,000
Other Liabilities$44,108$3,158▼ $40,950
Total Liabilities$93,108$7,158▼ $85,950
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$149,892$364,590▲ $214,698
Total Net Assets Fund Balance$149,892$364,590▲ $214,698
Total Liabilities and Net Assets / Fund Balance$243,000$371,748▲ $128,748
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Andrew RinnTrustee
Ernie GuerrieroTrustee
Jacquelin BaldwinTrustee
James M ChristianTrustee
Jesse DogilloTrustee
Kelly DancyTrustee
Kirk SadilekTrustee
Tom FridrichTrustee
Kevin MayeuxCEO
David MaolaCEO (until 12/24)
Troy D BranchSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$235,208
Program Service Revenue
$0
Investment Income
$4,381
Other Revenue
$0
All Other Contributions
$235,208
Change in Net Assets
$163,670

Audited Revenue Reconciliation

Revenue per Audited Statements
$238,420
Revenue Not Reported on Financial Statements
$1,169
Revenue Not Reported on Form 990
$3,441
Total Revenue per Audited Statements
$241,861
Total Revenue per Form 990
$239,589
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$61,169
Grants and Similar Amounts Paid$14,750
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$60,000-$60,000
Grants to Domestic Individuals$14,750--$14,750
Fees for Service Investment Mgmnt Fees-$1,169-$1,169
Total Functional Expenses$14,750$61,169$0$75,919

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$75,919
Expenses per Audited Statements$74,750
Total Expenses per Audited Statements$74,750
Expenses Not Reported on Financial Statements$1,169
Expenses Not Reported on Form 990$0
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Intercompany Loan$3,158
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

“Effective october 17, 2024, fsp foundation amended its bylaws to give naifa the power to appoint its board.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is prepared by an independent accounting firm. A copy is provided to the entire governing body prior to filing with the internal revenue service”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy applies to all directors. Potential conflicts are reported to the board; this body will decide if an actual conflict exists. While the board is deciding, the interested director shall not participate in the deliberation or the vote. Annual disclosure of conflicts is required.”

Form 990, Part VI, Section B, Line 15

“The organization does not compensate any person who meets the internal revenue service definition of officer or key employee.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy, and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Foundation for Financial Service
EIN
23-2336013
Phone
7037708100
Address
1000 WILSON BLVD 1890, ARLINGTON, VA 22209

Signing Officer

Name
Kevin Mayeux
Title
CEO
Phone
7037708100
Signed
2025-08-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Mayeux
Formed
1982
Legal Domicile
Pa
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
100

Preparer

Firm
Cbiz Advisors LLC
Address
1899 L STREET NW 850, WASHINGTON, DC 20036
Preparer
Aaron M Fox
Phone
2022274000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in accounting period 47,587.”

FORM 990, PART XII, LINE 2C:

“This process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The foundation is exempt from federal taxation under section 501(c)(3) of the internal revenue code. The foundation follows the income tax standard for uncertain tax positions. The application of the standard had no effect on the net assets of the foundation as it was not aware of any uncertain tax positions.”

Raw XML Appendix394 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
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IRS990/ProgSrvcAccomActy2Grp/Desc0JOURNAL AUTHOR AWARD: ADVANCE SCHOLARLY RESEARCH AND WRITING TO BUILD THE LIBRARY OF KNOWLEDGE IN FINANCIAL SERVICES.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0588
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt012000
IRS990/PYInvestmentIncomeAmt04623
IRS990/PYOtherExpensesAmt01168
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-66490
IRS990/PYSalariesCompEmpBnftPaidAmt013533
IRS990/PYTotalExpensesAmt071701
IRS990/PYTotalProfFndrsngExpnsAmt045000
IRS990/PYTotalRevenueAmt05211
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0163670
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION'S CURRENT FYE OF 12/31/24 HAD THE PRIOR FISCAL YEAR ENDS OF 9/30/21, 9/30/22, 9/30/23, AND 9/30/24. COLUMN E REFLECTS SHORT YEAR 10/1/24 TO 12/31/24.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A PART II
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0235208
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0588
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt055350
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt018691
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0211708
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0521545
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04381
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04623
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05466
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05477
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt07199
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt027146
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.48480
IRS990ScheduleA/PublicSupportPY170Pct00.90990
IRS990ScheduleA/PublicSupportTotal170Amt0265999
IRS990ScheduleA/SubstantialContributorsTotAmt0255546
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0235208
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0588
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt055350
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt018691
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0211708
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0521545
IRS990ScheduleA/TotalSupportAmt0548691
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01169
IRS990ScheduleD/ExpensesSubtotalAmt074750
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt01169
IRS990ScheduleD/InvestmentExpensesNotIncldAmt01169
IRS990ScheduleD/NetUnrealizedGainsInvstAmt03441
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03158
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INTERCOMPANY LOAN
IRS990ScheduleD/RevenueNotReportedAmt03441
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01169
IRS990ScheduleD/RevenueSubtotalAmt0238420
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS EXEMPT FROM FEDERAL TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THE APPLICATION OF THE STANDARD HAD NO EFFECT ON THE NET ASSETS OF THE FOUNDATION AS IT WAS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt075919
IRS990ScheduleD/TotalLiabilityAmt03158
IRS990ScheduleD/TotalRevenuePerForm990Amt0239589
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0241861
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt074750
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0PAULS. MILLS SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1JOURNAL AUTHOR CASH AWARDS
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0EACH SCHOLARSHIP AND AWARD IS APPROVED BY THE BOARD OF TRUSTEES ON AN INDIVIDUAL BASIS. THE FOUNDATION'S MANAGEMENT IS THEN AUTHORIZED TO DISTRIBUTE THE FUNDS. CHECKS FOR THE PAULS. MILLS SCHOLARSHIP PROGRAM ARE MADE PAYABLE TO THE DESIGNATED COLLEGE OR UNIVERSITY. CHECKS FOR THE JOURNAL AUTHOR AWARDS ARE PAID DIRECTLY TO EACH AWARD RECIPIENT AS CHOSEN BY AN INDEPENDENT PANEL OF JUDGES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EFFECTIVE OCTOBER 17, 2024, FSP FOUNDATION AMENDED ITS BYLAWS TO GIVE NAIFA THE POWER TO APPOINT ITS BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. A COPY IS PROVIDED TO THE ENTIRE GOVERNING BODY PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY APPLIES TO ALL DIRECTORS. POTENTIAL CONFLICTS ARE REPORTED TO THE BOARD; THIS BODY WILL DECIDE IF AN ACTUAL CONFLICT EXISTS. WHILE THE BOARD IS DECIDING, THE INTERESTED DIRECTOR SHALL NOT PARTICIPATE IN THE DELIBERATION OR THE VOTE. ANNUAL DISCLOSURE OF CONFLICTS IS REQUIRED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DOES NOT COMPENSATE ANY PERSON WHO MEETS THE INTERNAL REVENUE SERVICE DEFINITION OF OFFICER OR KEY EMPLOYEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CHANGE IN ACCOUNTING PERIOD 47,587.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0243000
IRS990/TotalAssetsEOYAmt0371748
IRS990/TotalAssetsGrp/BOYAmt0243000
IRS990/TotalAssetsGrp/EOYAmt0371748
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0235208
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt061169
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt014750
IRS990/TotalFunctionalExpensesGrp/TotalAmt075919
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt093108
IRS990/TotalLiabilitiesEOYAmt07158
IRS990/TotalLiabilitiesGrp/BOYAmt093108
IRS990/TotalLiabilitiesGrp/EOYAmt07158
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0149892
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0364590
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt014750
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt04381
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0239589
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0243000
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0371748
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01000 WILSON BLVD 1890
IRS990/USAddress/CityNm0ARLINGTON
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd022209
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0HTTPS://FOUNDATION.NAIFA.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN MAYEUX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum07037708100
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOUNDATION FOR FINANCIAL SERVICE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PROFESSIONALS
ReturnHeader/Filer/BusinessNameControlTxt0FOUN
ReturnHeader/Filer/EIN0232336013
ReturnHeader/Filer/PhoneNum07037708100
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 WILSON BLVD 1890
ReturnHeader/Filer/USAddress/CityNm0ARLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022209
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0881478669
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01899 L STREET NW 850
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WASHINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0DC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020036
ReturnHeader/PreparerPersonGrp/PhoneNum02022274000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AARON M FOX
ReturnHeader/ReturnTs02025-08-12T09:08:00-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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