SOCIETY OF FINANCIAL SERVICE PROFESSIONALS

As filed

Subsection

06

Street

1000 WILSON BLVD 1890

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2023

• CONTINUING EDUCATION: EDUCATION PROGRAMMING PROVIDED TO OUR OVER 3,900 MEMBERS AND OVER 400 NONMEMBERS 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. EDUCATION PROGRAMMING PARTICIPATION AND FINANCIAL RESULTS HAVE NOT RECOVERED, AND, THEREFORE, CONTINUE TO BE NEGATIVELY IMPACTED.

• JOURNAL: SCHOLARLY PUBLICATION PROVIDED TO OUR OVER 3,900 MEMBERS AND SOLD TO NONMEMBERS.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.

• SECTIONS: SECTIONS ARE OUR OVER 3,900 MEMBERS LINK TO TARGETED INFORMATION FROM SOCIETY AND NETWORKING OPPORTUNITIES WITH OTHER SOCIETY MEMBERS.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2023

As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

• 2023

  Revenue

  $632,886

  Expenses

  $928,787

  Contributions

  $0

  Grants paid

  $0

• 2022

  Revenue

  $2,191,875

  Expenses

  $2,181,898

  Contributions

  $115,092

  Grants paid

  $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $2,394,194

  Expenses

  $2,342,647

  Assets (EOY)

  $1,520,001

• 2020 · 990

  Revenue

  $2,343,618

  Expenses

  $2,453,218

  Assets (EOY)

  $1,943,499

• 2019 · 990

  Revenue

  $2,427,200

  Expenses

  $2,735,162

  Assets (EOY)

  $1,742,820

• 2018 · 990

  Revenue

  $2,682,078

  Expenses

  $2,880,001

  Assets (EOY)

  $2,043,462

• 2017 · 990

  Revenue

  $2,970,636

  Expenses

  $3,077,923

  Assets (EOY)

  $2,273,837

• 2016 · 990

  Revenue

  $3,096,172

  Expenses

  $3,283,650

  Assets (EOY)

  $2,472,152

• 2015 · 990

  Revenue

  $3,399,561

  Expenses

  $3,777,533

  Assets (EOY)

  $2,646,866

• 2014 · 990

  Revenue

  $4,015,469

  Expenses

  $4,441,707

  Assets (EOY)

  $3,068,545

• 2013 · 990

  Revenue

  $4,053,170

  Expenses

  $4,472,225

  Assets (EOY)

  $3,925,731

• 2012 · 990

  Revenue

  — not reported

  Expenses

  $4,251,603

  Assets (EOY)

  $4,406,765

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Other IRS files