Society Of Financial Professionals Cny

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 222505301 ✦ Liverpool, NY ✦ Designated as a 501(c)(6)

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Overview

What is Society Of Financial Professionals Cny?

The Society of Financial Professionals Cny is a nonprofit organization dedicated to providing support to certified life underwriters and financial service professionals within the insurance industry. This organization's mission encompasses fostering the growth and development of charted life underwriters and financial professionals, ultimately contributing to the strength of the industry as a whole. The Society offers various forms of assistance, including resources and networking opportunities, to help these professionals excel in their careers.

Is Society Of Financial Professionals Cny legitimate?

Society Of Financial Professionals Cny is a legitimate nonprofit organization registered as a 501(c)(6) entity. Society Of Financial Professionals Cny submitted a form 990EZ, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.

What is the mission statement of Society Of Financial Professionals Cny?

The Society of Financial Professionals CNY is committed to supporting individuals working in the insurance industry, specifically certified life underwriters and charted life underwriters. Their mission encompasses providing assistance to the wider financial professional sector as well. In essence, their goal is to bolster the careers and expertise of these professionals, thereby strengthening the overall financial services industry.

Who is the CEO of Society Of Financial Professionals Cny?

Ronald Pratt Jr is the President of Society Of Financial Professionals Cny.

What is the revenue of Society Of Financial Professionals Cny?

Society Of Financial Professionals Cny's revenue in 2022 was $3,703.

Who are the executives of Society Of Financial Professionals Cny and what are their salaries?


Here are 8 key members and their salaries:


Carolyn Lawless (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
J Ted Kowalczyk (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Terri Krueger (Secretary Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jon Law (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Cameron Bernard (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
David Mirabito (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Ronald Pratt Jr (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Gary Capon (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Where can I find the form 990EZ for Society Of Financial Professionals Cny?

Society Of Financial Professionals Cny's most recent form 990EZ was submitted in 2022 and can be accessed here.

Mission Statement of Society Of Financial Professionals Cny

The Society of Financial Professionals CNY, in essence, is committed to fostering the success of certified life underwriters and financial professionals working within the insurance industry. This nonprofit organization offers its support to individuals holding the titles of certified life underwriters, charted life underwriters, and financial professionals as a whole. By providing assistance to these professionals, the Society of Financial Professionals CNY contributes to the overall growth and prosperity of the financial service sector.

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Impact




October, 2024

The Society of Financial Professionals CNY plays a vital role in enhancing the professionalism and effectiveness of certified life underwriters and financial professionals in the insurance industry. By providing targeted support and resources, the organization fosters a collaborative environment where members can share knowledge, best practices, and industry insights. This support helps elevate the standards of practice within the financial services sector, ensuring that professionals are well-equipped to serve their clients effectively.

Through workshops, networking events, and ongoing education, the Society helps its members stay current with industry trends and regulatory changes. This not only benefits individual professionals but also strengthens the overall integrity and trustworthiness of the financial services industry in Central New York. By focusing on the development and recognition of life underwriters and financial professionals, the Society contributes to a more informed and capable workforce, ultimately leading to better outcomes for clients and the community at large.




This information is meant to be a general summary of Society Of Financial Professionals Cny. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$3,703 (2022)
20112012201320142015201620172018201920202022$0$3,500$7,000$10,500$14,000
Expenses
$1,088 (2022)
20112012201320142015201620172018201920202022$0$3,500$7,000$10,500$14,000
Efficiency
201120122013201420152016201720182019202020220%0.2%0.4%0.6%0.8%1%

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Gross Receipts: $3,703

Assets and Liabilities:

  • Total Assets: $7,200
  • Total Liabilities: $0
  • Net Assets: $7,200

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Organization Details

Principal Officer

Ronald Pratt Jr

Main Address

8135 SOULE ROAD, LIVERPOOL, NY, 13090

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