Form 990-EZ for tax year 2022
Filed by FOUNDATION FOR FINANCIAL SERVICE PROFESSIONALS.
Totals
- Total revenue
- $72,508
- Total expenses
- $43,181
- Contributions and grants received
- $55,350
- Grants paid
- $15,000
- Program service revenue
- not reported
- Membership dues (line 3)
- not reported
- Investment income (line 4)
- $5,466
- Gain or loss on sale of assets (line 5c)
- $11,692
- Gaming and fundraising events, net (line 6d)
- not reported
- Gross profit on inventory sales (line 7c)
- not reported
- Other revenue (line 8)
- not reported
- Total assets, end of year
- $223,670
- Total liabilities, end of year
- $25,532
- Net assets or fund balances, end of year
- $198,138
- Program service expenses (Part III)
- $31,747
Program services were 73.5% of total expenses calculated — Part III's total program service expenses over total expenses, both as filed.
Mission and programs · 2022
Primary exempt purpose
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 TO IMPACT THE LIVES OF INDIVIDUALS WITH SCHOLARSHIPS AND FINANCIAL EDUCATION.
-
PAUL S. MILLS SCHOLARSHIP: SCHOLARSHIPS PROVIDE NEED-BASED FINANCIAL SUPPORT TO STUDENTS PURSUING UNDERGRADUATE DEGREE IN FINANCIAL SERVICE-RELATED FIELDS.
Expenses $25,653 · Grants $12,000
-
JOURNAL AUTHOR AWARD: ADVANCE SCHOLARLY RESEARCH AND WRITING TO BUILD THE LIBRARY OF KNOWLEDGE IN FINANCIAL SERVICES.
Expenses $5,906 · Grants $3,000
-
OTHER PROGRAMS
Expenses $188
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part IV
-
David M Maola JD MBADAVID M MAOLA JD MBA
CEO
- Total calculated
- $0
- Hours/week
- 1
-
Ernesto J Guerriero Clu ChfcERNESTO J GUERRIERO CLU CHFC
PRESIDENT SEPT 2023, TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Andrew J Rinn JD CFP CluANDREW J RINN JD CFP CLU
SECRETARY SEPT 2023, TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jacqueline Baldwin CltcJACQUELINE BALDWIN CLTC
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Troy D Branch JD CluTROY D BRANCH JD CLU
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
James M Christian Clu Chfc RicpJAMES M CHRISTIAN CLU CHFC RICP
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kelly Dancy JDKELLY DANCY JD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Joshua Dluhos MsJOSHUA DLUHOS MS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jesse G Dogillo CFP CluJESSE G DOGILLO CFP CLU
TRUSTEE, SECRETARY TO AUG 2023
- Total calculated
- $0
- Hours/week
- 1
-
Tom Fridrich JD Clu ChfcTOM FRIDRICH JD CLU CHFC
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kirk Sadilek Aif Chfc Clu RicpKIRK SADILEK AIF CHFC CLU RICP
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kathleen W Bilderback JD LlmKATHLEEN W BILDERBACK JD LLM
PRESIDENT TO AUG 2023
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part IV of the Form 990-EZ: compensation, contributions to benefit plans, expense account, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990_ez
- Tax year
- 2022
- Filed
- 11 July 2024
- IRS schema version
- 2022v5.0
- Source object
- 202401949349201015
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