Civic Intelligence

Society of Financial Service Professionals Sj Chapter

EIN 52-1811294 • 501(c)6 • Carmel, IN

Profile

To provide financial education for the organization's members.

1217 E 116 St Ste 1104Carmel, IN 46032-3672

www.sfsp.net/SOUTHJERSEY

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2023

Net Margin

46th percentile

-0.8%

Higher net margin than 46% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2023

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 2023

Asset Growth

51st percentile

-0.7%

Faster asset growth than 51% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

53rd percentile

1.0%

Faster revenue growth than 53% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$15,573

Down $112 (-0.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$15,573

Down $112 (-0.7%) from 2022

Operations
Liabilities / Revenue51st percentileNet Margin46th percentile

Revenue

Up

$14,454

Up $148 (+1.0%) from 2022

Expenses

Up

$14,566

Up $4,387 (+43%) from 2022

Net Income

Down

-$112

Down $4,239 (-103%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$20K$10K$0-$10KAssets 2012: $5,273Liabilities 2012: $1,000Net Assets 2012: $4,2732012Assets 2013: $5,824Net Assets 2013: $5,8242013Assets 2014: $7,050Net Assets 2014: $7,0502014Assets 2015: $3,430Net Assets 2015: $3,4302015Assets 2016: $4,022Net Assets 2016: $4,0222016Assets 2017: $4,660Liabilities 2017: $9,634Net Assets 2017: -$4,9742017Assets 2018: $2,430Liabilities 2018: $1,206Net Assets 2018: $1,2242018Assets 2019: $2,999Liabilities 2019: $6,500Net Assets 2019: -$3,5012019Assets 2020: $13,517Liabilities 2020: $2,787Net Assets 2020: $10,7302020Assets 2021: $11,728Liabilities 2021: $963Net Assets 2021: $10,7652021Assets 2022: $15,685Liabilities 2022: $0Net Assets 2022: $15,6852022Assets 2023: $15,573Liabilities 2023: $0Net Assets 2023: $15,5732023

Highlighted filing

2023

Assets$15,573
Liabilities$0
Net Assets$15,573
Open 2023 Filing

Operations Trend

Revenue Growth53rd percentile

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

$40K$20K$0-$20KRevenue 2012: $30,894Expenses 2012: $34,124Net Income 2012: -$3,2302012Revenue 2013: $31,895Expenses 2013: $30,344Net Income 2013: $1,5512013Revenue 2014: $35,029Expenses 2014: $33,803Net Income 2014: $1,2262014Revenue 2015: $26,711Expenses 2015: $30,330Net Income 2015: -$3,6192015Revenue 2016: $25,978Expenses 2016: $25,387Net Income 2016: $5912016Revenue 2017: $26,642Expenses 2017: $33,525Net Income 2017: -$6,8832017Revenue 2018: $21,566Expenses 2018: $15,368Net Income 2018: $6,1982018Revenue 2019: $17,547Expenses 2019: $21,982Net Income 2019: -$4,4352019Revenue 2020: $22,875Expenses 2020: $8,644Net Income 2020: $14,2312020Revenue 2021: $12,470Expenses 2021: $13,147Net Income 2021: -$6772021Revenue 2022: $14,306Expenses 2022: $10,179Net Income 2022: $4,1272022Revenue 2023: $14,454Expenses 2023: $14,566Net Income 2023: -$1122023

Highlighted filing

2023

Revenue$14,454
Expenses$14,566
Net Income-$112
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,573
Liabilities
$0
Net assets
$15,573
Revenue
$14,454
Expenses
$14,566
Net income
-$112
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$15.6$0.00$15.6$14.5$14.6$0.11
2022Detailed filing. Detailed filing data is available for this year.$15.7$0.00$15.7$14.3$10.2$4.13
2021Detailed filing. Detailed filing data is available for this year.$11.7$0.96$10.8$12.5$13.1$0.68
2020Detailed filing. Detailed filing data is available for this year.$13.5$2.79$10.7$22.9$8.64$14.2
2019Detailed filing. Detailed filing data is available for this year.$3.00$6.50$3.50$17.5$22.0$4.44
2018Detailed filing. Detailed filing data is available for this year.$2.43$1.21$1.22$21.6$15.4$6.20
2017Detailed filing. Detailed filing data is available for this year.$4.66$9.63$4.97$26.6$33.5$6.88
2016Detailed filing. Detailed filing data is available for this year.$4.02$4.02$26.0$25.4$0.59
2015Detailed filing. Detailed filing data is available for this year.$3.43$3.43$26.7$30.3$3.62
2014Detailed filing. Detailed filing data is available for this year.$7.05$7.05$35.0$33.8$1.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.82$5.82$31.9$30.3$1.55
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.27$1.00$4.27$30.9$34.1$3.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 1, 2023
Return Version
2022v5.0
Gross Receipts
$14,454
Mission and Program Overview

Mission

Provide education to members

Program Services

DescriptionGrantsExpenses
THE PURPOSE OF THIS ORGANIZATION IS TO PROVIDE CONTINUING PROFESSIONAL EDUCATION TO MEMBERS OF THE SOCIETY.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRISHA HANCOCKVice President-$0--
ALLAN TUROFFTreasurer-$0--
AL SORUCHETTIPresident-$0--
TRISHA HANCOCKImmed Past President-$0--
NATHAN BROWNINGDirector-$0--
JOSEPH KEMPTERDirector-$0--
VIRGINIA HARRIETTDirector-$0--
JOSEPH KEMPTERDirector-$0--
WILL MERIKENDirector-$0--
THOMAS PIERSANTIDirector-$0--
SANDY GRAYChapter Executive-$0--
Filing and Contact Details

Filer

Filer Name
Society of Financial Service Professionals
EIN
52-1811294
Address
1217 E 116 ST STE 1104, Carmel, IN 46032-3672

Signing Officer

Name
Allan Turoff Cfp
Title
Treasurer
Phone
8569387414
Signed
2023-10-01
Discuss with paid preparer
No

Preparer

Firm
Allan Turoff Pa
Address
1604 ROGERS WALK, Mount Laurel, NJ 08054-3443
Preparer
Allan Turoff
Phone
8569387414
Raw XML Appendix150 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/TitleTxt10CHAPTER EXECUTIVE
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ReturnHeader/TaxPeriodBeginDt02022-07-01
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ReturnHeader/TaxYr02022

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