Form 990 for tax year 2024
Filed by FOUNDATION FOR FINANCIAL SERVICE PROFESSIONALS.
Totals
- Total revenue
- $239,589
- Total expenses
- $75,919
- Contributions and grants received
- $235,208
- Grants paid
- $14,750
- Program service revenue
- $0
- Investment income
- $4,381
- Other revenue
- $0
- Total assets, end of year
- $371,748
- Total liabilities, end of year
- $7,158
- Net assets or fund balances, end of year
- $364,590
- Program services expenses (Part IX)
- $14,750
- Management and general expenses
- $61,169
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $14,750
Program services were 19.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$235,208
-
3 · Investment income
total $4,381 · excluded $4,381
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $14,750 · program services $14,750
-
11a · Fees: management
total $60,000 · management and general $60,000
-
11f · Fees: investment management
total $1,169 · management and general $1,169
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $0 · end of year $186,490
-
11 · Investments: publicly traded securities
beginning of year $243,000 · end of year $185,258
-
17 · Accounts payable and accrued expenses
beginning of year $49,000 · end of year $4,000
-
25 · Other liabilities
beginning of year $44,108 · end of year $3,158
-
27 · Net assets without donor restrictions
beginning of year $149,892 · end of year $364,590
Mission and programs · 2024
Mission
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 SERVICEPROFESSIONALS, WITH A MISSION TO IMPACT THE LIVES OF INDIVIDUALS WITH SCHOLARSHIPS AND FINANCIALEDUCATION
Activities or mission (Part I)
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 $14,750 · Grants $14,750
-
JOURNAL AUTHOR AWARD: ADVANCE SCHOLARLY RESEARCH AND WRITING TO BUILD THE LIBRARY OF KNOWLEDGE IN FINANCIAL SERVICES.
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Kevin MayeuxKEVIN MAYEUX
CEO
- Total calculated
- $0
- Hours/week
- 1
-
Troy D BranchTROY D BRANCH
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
James M ChristianJAMES M CHRISTIAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kirk SadilekKIRK SADILEK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Tom FridrichTOM FRIDRICH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ernie GuerrieroERNIE GUERRIERO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jacquelin BaldwinJACQUELIN BALDWIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kelly DancyKELLY DANCY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jesse DogilloJESSE DOGILLO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Andrew RinnANDREW RINN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
David MaolaDAVID MAOLA
CEO (UNTIL 12/24)
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, 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. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 6 August 2025
- IRS schema version
- 2024v5.2
- Source object
- 202512249349300026
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