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 06/2021, Society Of Financial Service Professionals generated $16.7k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (18.5%) each year. All expenses for the organization totaled $22.6k during the year ending 06/2021. As we would expect to see with falling revenues, expenses have declined by (13.0%) per year over the past 6 years. 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
2021
Describe the Organization's Program Activity:
Part 3
CONTINUING EDUCATION - CLASSES AND SEMINARS PROVIDED FOR PROFESSIONAL DEVELOPMENT
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Mark Lee Sponsorships | 1 | $0 | |
Jacqueline Baldwin President | 2 | $0 | |
Elena Dixon Program Co-C | 1 | $0 | |
Brenden Healy Treasurer | 1 | $0 | |
Darlene Bailey Marketing | 1 | $0 | |
Richard Olewnik Program Co-C | 1 | $0 |
Statement of Revenue | |
---|---|
Total Revenue from Contributions, Gifts, Grants & Similar | $333 |
Total Program Service Revenue | $4,515 |
Membership dues | $10,676 |
Investment income | $1,204 |
Gain or Loss | $0 |
Net Income from Gaming & Fundraising | $0 |
Other Revenue | $0 |
Total Revenue | $16,728 |
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 | $22,550 |
Occupancy, rent, utilities, and maintenance | $0 |
Printing, publications, postage, and shipping | $0 |
Other expenses | $0 |
Total expenses | $22,550 |
Balance Sheet | |
---|---|
Cash, savings, and investments | $53,802 |
Other assets | $0 |
Total assets | $53,802 |
Total liabilities | $0 |
Net assets or fund balances | $53,802 |
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