Society Of Financial Service Professionals
- Assets
- $0.0
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Rocky Hill, CT
- Founding
- 02/1967
- Data as of
- 06/2024
- EIN
- 06-6082276
Organization Overview
Society Of Financial Service Professionals is located in Rocky Hill, CT. The organization was established in 1967. According to its NTEE Classification (B99) the organization is classified as: Education N.E.C., under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Society Of Financial Service Professionals is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 06/2024, Society Of Financial Service Professionals generated $8.0k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (21.0%) each year. All expenses for the organization totaled $35.0k during the year ending 06/2024. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2024
Describe the Organization's Program Activity:
Part 3
CONTINUING EDUCATION - CLASSES AND SEMINARS PROVIDED FOR PROFESSIONAL DEVELOPMENT
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jacqueline Baldwin President | 2 | $0 | |
Brenden Healy Secretary/tr | 1 | $0 | |
Kevin Baldwin At Large | 1 | $0 | |
Susan Lampros Marketing | 1 | $0 | |
Mark Lee Sponsorships | 1 | $0 | |
Richard L Olewnik Program Co-C | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $821 |
| Membership dues | $6,217 |
| Investment income | $0 |
| Gain or Loss | $1,007 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $8,045 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $0 |
| Professional fees and other payments to independent contractors | $14,574 |
| Occupancy, rent, utilities, and maintenance | $120 |
| Printing, publications, postage, and shipping | $19 |
| Other expenses | $20,297 |
| Total expenses | $35,010 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $0 |
| Other assets | $0 |
| Total assets | $0 |
| Total liabilities | $0 |
| Net assets or fund balances | $0 |