Liabilities / Assets
89th percentile
Higher debt load relative to assets than 89% of similar nonprofits.
Foundation for Financial Service Professionals
990EZ • Fiscal year 2017 • EIN 23-2336013
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.44x
Liabilities / Revenue
97th percentile
Higher debt load relative to revenue than 97% of similar nonprofits.
Net Margin
60th percentile
Higher net margin than 60% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
31st percentile
Faster asset growth than 31% of similar nonprofits.
Revenue Growth
93rd percentile
Faster revenue growth than 93% of similar nonprofits.
Balance Sheet
Assets
Down$406,850
Down $36,601 (-8.3%) from 2016
Net Assets
Up$225,970
Up $20,260 (+9.8%) from 2016
Liabilities
Down$180,880
Down $56,861 (-24%) from 2016
Revenue And Expenses
Revenue
Up$86,875
Up $44,010 (+103%) from 2016
Expenses
Down$80,018
Down $7,643 (-8.7%) from 2016
Net Income
Up$6,857
Up $51,653 (+115%) from 2016
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Oct 1, 2016 to Sep 30, 2017
- Signed
- Aug 2, 2018
- Return Version
- 2016v3.0
- Gross Receipts
- $143,328
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
| Description | Grants | Expenses |
|---|---|---|
| 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 | $25,003 |
| 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 | $23,900 |
| JOURNAL AUTHORAWARD: ADVANCE SCHOLARLY RESEARCH AND WRITING TO BUILD THE LIBRARY OF KNOWLEDGE IN FINANCIAL SERVICES. | $3,000 | $4,998 |
| 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 | $1,835 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JAMES M CHRISTIAN | Chair | - | $0 | - | - |
| MICHAEL P DOW | President | - | $0 | - | - |
| JAMES S AUSSEM | Secretary | - | $0 | - | - |
| ANTHONY R BARTLETT | Director | - | $0 | - | - |
| RICHARD A BELL | Director | - | $0 | - | - |
| JOSHUA CHASE | Director | - | $0 | - | - |
| SANDRA E HENDERSON | Director | - | $0 | - | - |
| JAMES O DELL JUDD | Director | - | $0 | - | - |
| LYNN F STEBBINS | Director | - | $0 | - | - |
| ELVIN D TURNER | Director | - | $0 | - | - |
| JOSEPH E FRACK | Chief Executive Officer | - | $0 | - | - |
| ANNE RIGNEY | General 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
- 2018-08-02
- 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: 11,612.”
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: 11,000. Total included on form 990-ez, line 10: 14,000.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: chapter rebates. Amount: 1,500. Description: industry issues. Amount: 16,273. Description: travel. Amount: 3,357. Description: bad debt expense. Amount: 2,100. Description: miscellaneous. Amount: 696. Total to form 990-ez, line 16: 23,926.”
Form 990-ez, Part I, Line 20 - Other Changes in Net Assets
“Description: unrealized gain/loss on investment. Amount: 13,403.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: accounts receivable. Beg. Of year amount: 1,457. End of year amount: 6,457. Description: pledges receivable. Beg. Of year amount: 49,417. End of year amount: 26,630.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: accounts payable. Beg. Of year amount: 233,741. End of year amount: 180,880. Description: deferred revenue. Beg. Of year amount: 4,000. End of year amount: 0.”
Raw XML Appendix238 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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | THE ORGANIZATION |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6105262500 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 3803 WEST CHESTER PIKE SUITE 225 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | NEWTOWN SQUARE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | PA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 19073 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 392577 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 373763 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 59404 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 56453 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 6857 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 2250 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 443451 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 406850 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 15859 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 14000 |
| IRS990EZ/GrossReceiptsAmt | 0 | 143328 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 11612 |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 205710 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 225970 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 205710 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 225970 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 11 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JAMES M CHRISTIAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | MICHAEL P DOW |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JAMES S AUSSEM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | ANTHONY R BARTLETT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | RICHARD A BELL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | JOSHUA CHASE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | SANDRA E HENDERSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | JAMES O DELL JUDD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | LYNN F STEBBINS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | ELVIN D TURNER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | JOSEPH E FRACK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | ANNE RIGNEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | CHAIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | CHIEF EXECUTIVE OFFICER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | GENERAL COUNSEL |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 50874 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 33087 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 13403 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 23926 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 229 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | ABEA: 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/DescriptionProgramSrvcAccomTxt | 1 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 3 | JOURNAL AUTHORAWARD: ADVANCE SCHOLARLY RESEARCH AND WRITING TO BUILD THE LIBRARY OF KNOWLEDGE IN FINANCIAL SERVICES. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd | 0 | X |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 2 | 6000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 3 | 3000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 1835 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 25003 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 23900 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 3 | 4998 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 39613 |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 72312 |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | PA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 237741 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 180880 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 80018 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 55736 |
| IRS990EZ/TotalRevenueAmt | 0 | 86875 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.FINANCIALPRO.ORG/FOUNDATION |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 59504 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 33768 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 33227 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 75719 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 92812 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 295030 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 11612 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 11881 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 9334 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 14932 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 14031 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 61790 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.65900 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.61950 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 235140 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 59890 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 59504 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 33768 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 33227 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 75719 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 92812 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 295030 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 356820 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: . AMOUNT: 11,612. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: JOURNAL AUTHOR CASH AWARDS. AMOUNT GIVEN: 3,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: PAUL S. MILLS SCHOLARSHIP. AMOUNT GIVEN: 11,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 14,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: CHAPTER REBATES. AMOUNT: 1,500. DESCRIPTION: INDUSTRY ISSUES. AMOUNT: 16,273. DESCRIPTION: TRAVEL. AMOUNT: 3,357. DESCRIPTION: BAD DEBT EXPENSE. AMOUNT: 2,100. DESCRIPTION: MISCELLANEOUS. AMOUNT: 696. TOTAL TO FORM 990-EZ, LINE 16: 23,926. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DESCRIPTION: UNREALIZED GAIN/LOSS ON INVESTMENT. AMOUNT: 13,403. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 1,457. END OF YEAR AMOUNT: 6,457. DESCRIPTION: PLEDGES RECEIVABLE. BEG. OF YEAR AMOUNT: 49,417. END OF YEAR AMOUNT: 26,630. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 233,741. END OF YEAR AMOUNT: 180,880. DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 4,000. END OF YEAR AMOUNT: 0. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE 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/BuildTS | 0 | 2018-06-14 16:35:46Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JOSEPH E FRACK |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | CEO |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6105262500 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-08-02 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | FOUNDATION FOR FINANCIAL SERVICE |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | PROFESSIONALS |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FOUN |
| ReturnHeader/Filer/EIN | 0 | 232336013 |
| ReturnHeader/Filer/PhoneNum | 0 | 6105262500 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 3803 WEST CHESTER PIKE NO 225 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | NEWTOWN SQUARE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | PA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 19073 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 2EC5314FF877FA636FC3B1CA17572615BBCA3A37 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | E11378079502C2A879B891A5CA42BC42C95D3925 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 67.137.57.251 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2018-08-02 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | ED |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 10:06:41 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 410746749 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | CLIFTONLARSONALLEN LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 610 W GERMANTOWN PIKE STE 400 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | PLYMOUTH MEETING |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 19462 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2156433900 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | PAUL J KELLY III CPA |
| ReturnHeader/ReturnTs | 0 | 2018-08-07T15:06:29-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-10-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-09-30 |
| ReturnHeader/TaxYr | 0 | 2016 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $406,850
- Liabilities
- $180,880
- Net assets
- $225,970
- Revenue
- $86,875
- Expenses
- $80,018
- Net income
- $6,857