Civic Intelligence

Foundation for Financial Service Professionals

990EZ • Fiscal year 2016 • EIN 23-2336013

Oct 01, 2015 to Sep 30, 2016 • Filed on May 10, 2017

Organization ProfileWWW.FINANCIALPRO.ORG/FOUNDATION
3803 West Chester Pike No 225Newtown Square, PA 19073

(610) 526-2500

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

90th percentile

0.54x

Higher debt load relative to assets than 90% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

99th percentile

5.55x

Higher debt load relative to revenue than 99% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

5th percentile

-105%

Higher net margin than 5% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

55th percentile

4.7%

Faster asset growth than 55% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

25th percentile

-19%

Faster revenue growth than 25% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$443,451

Up $19,949 (+4.7%) from 2015

Net Assets

Down

$205,710

Down $16,786 (-7.5%) from 2015

Liabilities

Up

$237,741

Up $36,735 (+18%) from 2015

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin5th percentile

Revenue

Down

$42,865

Down $10,146 (-19%) from 2015

Expenses

Down

$87,661

Down $5,314 (-5.7%) from 2015

Net Income

Down

-$44,796

Down $4,832 (-12%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2016

Assets$443,451
Liabilities$237,741
Net Assets$205,710
Open 2016 Filing

Operations Trend

Revenue Growth25th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$42,865
Expenses$87,661
Net Income-$44,796
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
May 10, 2017
Return Version
2015v3.0
Gross Receipts
$158,231
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.

Program Services

DescriptionGrantsExpenses
INDUSTRY ISSUES COMPETITION: THE INDUSTRY ISSUES COMPETITION BRINGS TOGETHER TEAMS OF STUDENTS FROM COLLEGES AND UNIVERSITIES THROUGHOUT THE UNITED STATES TO PRESENT PAPERS ON A CURRENT FINANCIAL SERVICE INDUSTRY TOPIC.$0$25,283
PAUL S. MILLS SCHOLARSHIP: SCHOLARSHIPS PROVIDE NEED-BASED FINANCIAL SUPPORT TO STUDENTS PURSUING UNDERGRADUATE DEGREES IN FINANCIAL SERVICE-RELATED FIELDS. IN 2016, $6,000 IN SCHOLARSHIPS WERE AWARDED.$6,000$22,442
ABEA: FOUNDED IN 1994, THE AMERICAN BUSINESS ETHICS AWARD HAS BEEN RECOGNIZING AND ENCOURAGING ETHICAL PRACTICES IN THE AMERICAN BUSINESS MARKETPLACE FOR 20 YEARS.$0$6,794
JOURNAL AUTHORAWARD: ADVANCE SCHOLARLY RESEARCH AND WRITING TO BUILD THE LIBRARY OF KNOWLEDGE IN FINANCIAL SERVICES.$3,000$5,745
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES B LAMMERSChair-$0--
JAMES CHRISTIANPresident-$0--
ANTHONY R BARTLETTSecretary-$0--
JAMES S AUSSEMDirector-$0--
RICHARD A BELLDirector-$0--
JOSHUA CHASEDirector-$0--
MICHAEL DOWDirector-$0--
BRUCE A GUILLEMETTEDirector-$0--
ROBERT B WELLENDORF IIDirector-$0--
LYNN F STEBBINSDirector-$0--
JOSEPH E FRACKExecutive Director-$0--
ANNE RIGNEYGeneral Counsel-$0--
Filing and Contact Details

Filer

Filer Name
Foundation for Financial Service
EIN
23-2336013
Phone
6105262500
Address
3803 WEST CHESTER PIKE NO 225, NEWTOWN SQUARE, PA 19073

Signing Officer

Name
Joseph E Frack
Title
CEO
Phone
6105262500
Signed
2017-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
610 W GERMANTOWN PIKE STE 400, PLYMOUTH MEETING, PA 19462
Preparer
Paul J Kelly Iii CPA
Phone
2156433900
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: . Amount: 11,881.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: . Grantee name: journal author cash awards. Amount given: 3,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: . Grantee name: paul s. Mills scholarship. Amount given: 6,000. Total included on form 990-ez, line 10: 9,000.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: chapter rebates. Amount: 3,500. Description: industry issues. Amount: 16,442. Description: travel. Amount: 1,164. Description: bad debt expense. Amount: 6,000. Description: miscellaneous. Amount: 4,021. Total to form 990-ez, line 16: 31,127.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized gain/loss on investment. Amount: 28,010.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: accounts receivable. Beg. Of year amount: 1,439. End of year amount: 1,457. Description: pledges receivable. Beg. Of year amount: 62,595. End of year amount: 49,417.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: accounts payable. Beg. Of year amount: 201,006. End of year amount: 233,741. Description: deferred revenue. Beg. Of year amount: 0. End of year amount: 4,000.”

Raw XML Appendix231 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES B LAMMERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMES CHRISTIAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ROBERT B WELLENDORF II
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9LYNN F STEBBINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JOSEPH E FRACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11ANNE RIGNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11GENERAL COUNSEL
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
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IRS990EZ/PrimaryExemptPurposeTxt0THE 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.
IRS990EZ/PrintingPublicationsPostageAmt0924
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ABEA: FOUNDED IN 1994, THE AMERICAN BUSINESS ETHICS AWARD HAS BEEN RECOGNIZING AND ENCOURAGING ETHICAL PRACTICES IN THE AMERICAN BUSINESS MARKETPLACE FOR 20 YEARS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1INDUSTRY ISSUES COMPETITION: THE INDUSTRY ISSUES COMPETITION BRINGS TOGETHER TEAMS OF STUDENTS FROM COLLEGES AND UNIVERSITIES THROUGHOUT THE UNITED STATES TO PRESENT PAPERS ON A CURRENT FINANCIAL SERVICE INDUSTRY TOPIC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PAUL S. MILLS SCHOLARSHIP: SCHOLARSHIPS PROVIDE NEED-BASED FINANCIAL SUPPORT TO STUDENTS PURSUING UNDERGRADUATE DEGREES IN FINANCIAL SERVICE-RELATED FIELDS. IN 2016, $6,000 IN SCHOLARSHIPS WERE AWARDED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3JOURNAL AUTHORAWARD: ADVANCE SCHOLARLY RESEARCH AND WRITING TO BUILD THE LIBRARY OF KNOWLEDGE IN FINANCIAL SERVICES.
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: . AMOUNT: 11,881.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: JOURNAL AUTHOR CASH AWARDS. AMOUNT GIVEN: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: PAUL S. MILLS SCHOLARSHIP. AMOUNT GIVEN: 6,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 9,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: CHAPTER REBATES. AMOUNT: 3,500. DESCRIPTION: INDUSTRY ISSUES. AMOUNT: 16,442. DESCRIPTION: TRAVEL. AMOUNT: 1,164. DESCRIPTION: BAD DEBT EXPENSE. AMOUNT: 6,000. DESCRIPTION: MISCELLANEOUS. AMOUNT: 4,021. TOTAL TO FORM 990-EZ, LINE 16: 31,127.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: UNREALIZED GAIN/LOSS ON INVESTMENT. AMOUNT: 28,010.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 1,439. END OF YEAR AMOUNT: 1,457. DESCRIPTION: PLEDGES RECEIVABLE. BEG. OF YEAR AMOUNT: 62,595. END OF YEAR AMOUNT: 49,417.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 201,006. END OF YEAR AMOUNT: 233,741. DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 4,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH E FRACK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum06105262500
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOUNDATION FOR FINANCIAL SERVICE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PROFESSIONALS
ReturnHeader/Filer/BusinessNameControlTxt0FOUN
ReturnHeader/Filer/EIN0232336013
ReturnHeader/Filer/PhoneNum06105262500
ReturnHeader/Filer/USAddress/AddressLine1Txt03803 WEST CHESTER PIKE NO 225
ReturnHeader/Filer/USAddress/CityNm0NEWTOWN SQUARE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019073
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0610 W GERMANTOWN PIKE STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLYMOUTH MEETING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019462
ReturnHeader/PreparerPersonGrp/PhoneNum02156433900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL J KELLY III CPA
ReturnHeader/ReturnTs02017-05-15T09:43:24-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$443,451
Liabilities
$237,741
Net assets
$205,710
Revenue
$42,865
Expenses
$87,661
Net income
-$44,796
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