Civic Intelligence

Foundation for Financial Service Professionals

990 • Fiscal year 2019 • EIN 23-2336013

Oct 01, 2018 to Sep 30, 2019 • Filed on Jun 16, 2020

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

88th percentile

0.39x

Higher debt load relative to assets than 88% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

98th percentile

2.21x

Higher debt load relative to revenue than 98% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

31st percentile

-4.4%

Higher net margin than 31% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

99th percentile

$230,104

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 397.5% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

27th percentile

-12%

Faster asset growth than 27% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

85th percentile

47%

Faster revenue growth than 85% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$332,208

Down $45,757 (-12%) from 2018

Net Assets

Down

$204,143

Down $19,429 (-8.7%) from 2018

Liabilities

Down

$128,065

Down $26,328 (-17%) from 2018

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin31st percentile

Revenue

Up

$57,892

Up $18,447 (+47%) from 2018

Expenses

Up

$60,447

Up $8,049 (+15%) from 2018

Net Income

Up

-$2,555

Up $10,398 (+80%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2019

Assets$332,208
Liabilities$128,065
Net Assets$204,143
Open 2019 Filing

Operations Trend

Revenue Growth85th 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

2019

Revenue$57,892
Expenses$60,447
Net Income-$2,555
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Jun 16, 2020
Return Version
2018v3.1
Gross Receipts
$204,307
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.

Foster research, education and ethical practices among financial service professionals in order to benefit the public

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$357,930$320,511▼ $37,419
Cash and Non-Interest-Bearing Accounts$6,178$6,234▲ $56
Pledges and Grants Receivable$12,725$4,670▼ $8,055
Accounts Receivable$1,132$793▼ $339
Total Assets$377,965$332,208▼ $45,757
Liabilities
Accounts Payable and Accrued Expenses$154,393$128,065▼ $26,328
Total Liabilities$154,393$128,065▼ $26,328
Net Assets / Fund Balance
Unrestricted Net Assets$223,572$204,143▼ $19,429
Total Net Assets Fund Balance$223,572$204,143▼ $19,429
Total Liabilities and Net Assets / Fund Balance$377,965$332,208▼ $45,757
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleOtherTotal
Anne RigneyGeneral Counsel$127,191$127,191

Board Members and Trustees

NameTitle
James S AussemPresident
Joseph E FrackExecutive Director
Elvin D TurnerTrustee
Jane Higgins MarxTrustee
Kevin D LindblomTrustee
Melissa DornanTrustee
Michael J McglothlinTrustee
Richard a BellTrustee
Robert J KeorkunianTrustee
Robert B Wellendorf IiSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$28,215
Program Service Revenue
$0
Investment Income
$29,100
Other Revenue
$577
All Other Contributions
$28,215
Change in Net Assets
$-2,555
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$37,447
Grants and Similar Amounts Paid$23,000
Total Fundraising Expense$2,783
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$17,429$12,843$2,690$32,962
Grants to Domestic Individuals$23,000--$23,000
Fees for Services Accounting$1,117$483-$1,600
Other Expenses$750--$750
All Other Expenses$240$15-$255
Office Expenses$18$19$93$130
Total Functional Expenses$44,304$13,360$2,783$60,447
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
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 B, Line 11B

“A copy of the form 990 is provided to the entire governing body prior to filing. The ceo, cfo, cio and the independent auditor thoroughly reviewed the return prior to providing it to the board.”

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

“Conflict of interest disclosure forms are required to be completed annually by the staff and board of directors. The forms are reviewed and maintained by the general counsel. In the event the board is to decide upon an issue about which a covered person has a conflict of interest, that board member must recuse him/herself from deliberations and from any vote on the issue.”

Form 990, Part VI, Section C, Line 19

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

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
David M Maola
Title
CEO
Phone
6105262500
Signed
2020-06-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David M Maola
Formed
1982
Legal Domicile
Pa
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
100

Preparer

Firm
Cliftonlarsonallen Llp
Address
610 W GERMANTOWN PIKE SUITE 400, PLYMOUTH MEETING, PA 19462
Preparer
Connie M Lira
Phone
2156433900
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Administrative services: program service expenses 16,679. Management and general expenses 12,843. Fundraising expenses 2,690. Total expenses 32,212. Consulting: program service expenses 750. Management and general expenses 0. Fundraising expenses 0. Total expenses 750.”

FORM 990, PART XII, LINE 2C:

“The audit committee selects and approves the independent accountants to perform the annual audit. The audit committee is also responsible for reviewing and approving the issuance of the financial statements.”

Financial Statement Notes

PART X, LINE 2:

“The organization follows the income tax standard for uncertain tax positions. The application of the standard had no effect on the net assets of the organizations as they are not aware of any uncertain tax positions.”

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IRS990/PYInvestmentIncomeAmt016470
IRS990/PYOtherExpensesAmt036398
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-12953
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt052398
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt039445
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-2555
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0357930
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0320511
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt028215
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt022975
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt059504
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt033768
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt033227
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0177689
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08733
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt011095
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt011612
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt011881
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt09334
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt052655
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.47310
IRS990ScheduleA/PublicSupportPY170Pct00.62890
IRS990ScheduleA/PublicSupportTotal170Amt0108966
IRS990ScheduleA/SubstantialContributorsTotAmt068723
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt028215
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt022975
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt059504
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt033768
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt033227
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0177689
IRS990ScheduleA/TotalSupportAmt0230344
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/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THE APPLICATION OF THE STANDARD HAD NO EFFECT ON THE NET ASSETS OF THE ORGANIZATIONS AS THEY ARE NOT AWARE OF ANY UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt020000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt13000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0PAUL S. MILLS SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1JOURNAL AUTHOR CASH AWARDS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt020
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt13
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0EACH GRANT IS APPROVED BY THE BOARD OF TRUSTEEES ON AN INDIVIDUAL BASIS. THE ORGANIZATION'S MANAGEMENT, THEN, IS AUTHORIZED TO DISTRIBUTE THE FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0206000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt012104
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt012000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOSEPH E FRACK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0230104
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0NO COMPENSATION IS PAID BY THE FILING ORGANIZATION. ALL COMPENSATION DISCLOSED ON SCHEDULE J, PART II IS PAID BY A SOCIETY OF FINANCIAL SERVICE PROFESSIONALS, A 501(C)(6) RELATED PARTY, FOR SERVICES RENDERED TO THAT RELATED PARTY. THE RELATED PARTY UTILIZES THE FOLLOWING WHEN DETERMINING COMPENSATION: FORM 990S OF OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACTS, COMPENSATION SURVEY/STUDY AND APPROVAL BY ITS EXECUTIVE COMMITTEE.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS PROVIDED TO THE ENTIRE GOVERNING BODY PRIOR TO FILING. THE CEO, CFO, CIO AND THE INDEPENDENT AUDITOR THOROUGHLY REVIEWED THE RETURN PRIOR TO PROVIDING IT TO THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICT OF INTEREST DISCLOSURE FORMS ARE REQUIRED TO BE COMPLETED ANNUALLY BY THE STAFF AND BOARD OF DIRECTORS. THE FORMS ARE REVIEWED AND MAINTAINED BY THE GENERAL COUNSEL. IN THE EVENT THE BOARD IS TO DECIDE UPON AN ISSUE ABOUT WHICH A COVERED PERSON HAS A CONFLICT OF INTEREST, THAT BOARD MEMBER MUST RECUSE HIM/HERSELF FROM DELIBERATIONS AND FROM ANY VOTE ON THE ISSUE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILIABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADMINISTRATIVE SERVICES: PROGRAM SERVICE EXPENSES 16,679. MANAGEMENT AND GENERAL EXPENSES 12,843. FUNDRAISING EXPENSES 2,690. TOTAL EXPENSES 32,212. CONSULTING: PROGRAM SERVICE EXPENSES 750. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE AUDIT COMMITTEE SELECTS AND APPROVES THE INDEPENDENT ACCOUNTANTS TO PERFORM THE ANNUAL AUDIT. THE AUDIT COMMITTEE IS ALSO RESPONSIBLE FOR REVIEWING AND APPROVING THE ISSUANCE OF THE FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SOCIETY OF FINANCIAL SERVICE PROFESSIONALS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0231379056
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO ADVANCE THE PROFESSIONALISM OF CREDENTIALLED MEMBERS.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03803 WEST CHESTER PIKE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NEWTOWN SQUARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd019073
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$332,208
Liabilities
$128,065
Net assets
$204,143
Revenue
$57,892
Expenses
$60,447
Net income
-$2,555
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