EIN 23-1379056

Society of Financial Service Professionals

IRS 501(c) type
501(c)(6)
Num. employees
18
Year formed
1928
Most recent tax filings
2022-09-01
NTEE code, primary
Description
Society of Financial Service Professionals advances the professionalism of its members from diverse disciplines to better serve their clients' financial needs. It promotes professionalism among members to deliver the highest level of client service. SFSP offers continuing education programming for over 3,900 members and non-members to keep them proficient in their roles within the financial services industry. The society provides a scholarly publication that contributes to the continuing education of members and the industry's professionalism, benefiting the public.
Total revenues
$2,394,194
2022
Total expenses
$2,342,647
2022
Total assets
$1,520,001
2022
Num. employees
18
2022

Program areas at Society of Financial Service Professionals

Continuing education: education programming provided to our over 3,900 members and over 500 non-members designed to keep them current and proficient in their roles within the Financial services industry.during fy20, the world health organization declared the spread of coronavirus disease a worldwide pandemic. In fy22, education programming participation and Financial results have not recovered, and, therefore, continue to be negatively impacted.
Sections: sections are our over 3,900 members link to targeted information from Society and networking opportunities with other Society members.
Journal: scholarly publication provided to our over 3,900 members and sold to non-members. The content contributes to the continuing education of the members, to the advancement of professionalism in the industry and to the ultimate benefit of the public.

Personnel at Society of Financial Service Professionals

NameTitleCompensation
David M. MaolaChief Executive Officer$327,476
Brian D. HornChief Operating and Information Officer$158,500
Donna ConradChief Financial Officer To Apr$115,736
Anne RigneyGeneral Counsel and Managing Director , Marketing and Communications / General Counsel and Managing Director, Marketing and Communications$123,354
Donna D. GiacobelloDirector, Marketing and Communications
...and 16 more key personnel

Financials for Society of Financial Service Professionals

RevenuesFYE 09/2022
Total grants, contributions, etc.$0
Program services$1,803,183
Investment income and dividends$32,947
Tax-exempt bond proceeds$0
Royalty revenue$126,615
Net rental income$0
Net gain from sale of non-inventory assets$55,782
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$375,667
Total revenues$2,394,194

Form 990s for Society of Financial Service Professionals

Fiscal year endingDate received by IRSFormPDF link
2022-092023-04-24990View PDF
2020-092021-04-20990View PDF
2019-092020-10-22990View PDF
2018-092019-10-12990View PDF
2017-092018-10-16990View PDF
...and 7 more Form 990s

Organizations like Society of Financial Service Professionals

OrganizationLocationRevenue
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California Lawyers AssociationSacramento, CA$8,532,100
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New HAMPSHIRE Bar Association (NHBA)Concord, NH$3,770,687
The Chicago Bar AssociationChicago, IL$5,014,967
New Jersey State Golf Association (NJSGA)Kenilworth, NJ$2,408,333
Multnomah Bar AssociationPortland, OR$837,543
North Carolina Bar AssociationCary, NC$8,815,547
Illinois Council of Health System PharmacistsLoves Park, IL$1,287,348
Data update history
July 3, 2023
Updated personnel
Identified 4 new personnel
May 19, 2023
Updated personnel
Identified 5 new personnel
August 11, 2022
Posted financials
Added Form 990 for fiscal year 2020
August 2, 2022
Updated personnel
Identified 6 new personnel
August 22, 2021
Posted financials
Added Form 990 for fiscal year 2019
Nonprofit Types
Professional associationsBusiness and community development organizationsHeadquarter / parent organizations
Issues
EducationHuman servicesBusiness and industry
Characteristics
Community engagement / volunteering
General information
Address
10 E Athens Ave 224
Ardmore, PA 19003
Metro area
Philadelphia-Camden-Wilmington, PA-NJ-DE-MD
Website URL
national.societyoffsp.org/default.aspx 
Phone
(610) 526-2500
Facebook page
society-of-financial-service-professionals-northeast-fl-chapter 
Twitter profile
@societyoffsp 
IRS details
EIN
23-1379056
Fiscal year end
September
Taxreturn type
Form 990
Year formed
1928
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
813920: Professional Associations
Parent/child status
Central organization
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