Program areas at Society of Financial Service Professionals
Continuing education: education programming provided to our over 3,900 members and over 400 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 fy23, 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
| Name | Title | Compensation | Date of data |
|---|
| David M. Maola | Chief Executive Officer | $327,476 | 2023-10-06 |
| Brian D. Horn | Chief Operating and Information Officer | $158,500 | 2023-10-06 |
| Donna Conrad | Chief Financial Officer To Apr | $115,736 | 2022-09-30 |
| Patricia P. Mcfadden, MBA | Managing Director, Professional Development | | 2023-10-06 |
| Anne Rigney | General Counsel and Managing Director , Marketing and Communications / General Counsel and Managing Director, Marketing and Communications | $123,354 | 2023-07-10 |
| ...and 17 more key personnel |
Financials for Society of Financial Service Professionals
| Revenues | FYE 09/2023 | FYE 09/2022 | % Change |
|---|
| Total grants, contributions, etc. | $115,092 | $0 | 999% |
| Program services | $1,710,509 | $1,803,183 | -5.1% |
| Investment income and dividends | $22,452 | $32,947 | -31.9% |
| Tax-exempt bond proceeds | $0 | $0 | - |
| Royalty revenue | $133,734 | $126,615 | 5.6% |
| Net rental income | $0 | $0 | - |
| Net gain from sale of non-inventory assets | $203,759 | $55,782 | 265.3% |
| Net income from fundraising events | $0 | $0 | - |
| Net income from gaming activities | $0 | $0 | - |
| Net income from sales of inventory | $0 | $0 | - |
| Miscellaneous revenues | $6,329 | $375,667 | -98.3% |
| Total revenues | $2,191,875 | $2,394,194 | -8.5% |
Organizations like Society of Financial Service Professionals
| Organization | Type | Location | Revenue |
|---|
| Ohio State Bar Association | 501(c)(6) | Columbus, OH | $8,733,121 |
| Society of Industrial and Office Realtors | 501(c)(6) | Chicago, IL | $8,723,880 |
| Multnomah Bar Association | 501(c)(6) | Portland, OR | $947,390 |
| Society of Fire Protection Engineers (SFPE) | 501(c)(6) | Gaithersburg, MD | $2,799,980 |
| State Bar of New Mexico (SBNM) | 501(c)(6) | Albuquerque, NM | $3,987,221 |
| Maryland Association of Certified Public Accountants | 501(c)(6) | Towson, MD | $4,043,471 |
| New Jersey Society of Certified Public Accountants (NJSCPA) | 501(c)(6) | Roseland, NJ | $5,096,111 |
| The Society of American Archivists | 501(c)(6) | Chicago, IL | $2,339,630 |
| California Pharmacists Association | 501(c)(6) | Sacramento, CA | $2,574,557 |
| American Society of Interior Designers (ASID) | 501(c)(6) | Washington, DC | $7,799,644 |
Data update history
October 7, 2023
Updated personnel
Identified 1 new personnel
August 11, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 20, 2023
Posted financials
Added Form 990 for fiscal year 2022
July 3, 2023
Updated personnel
Identified 4 new personnel
May 19, 2023
Updated personnel
Identified 5 new personnel
Nonprofit Types
Professional associationsBusiness and community development organizationsHeadquarter / parent organizations
Issues
EducationHuman servicesBusiness and industry
Characteristics
Receives government fundingCommunity engagement / volunteering
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