Society Of Financial Service Professionals

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

EIN: 231379056 ✦ Ardmore, PA ✦ Designated as a 501(c)(6)

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Overview

What is Society Of Financial Service Professionals?

The Society of Financial Service Professionals (SFSP) is a nonprofit organization situated in Ardmore, Pennsylvania. With a dedicated workforce of 18 individuals, its primary mission is to uphold professionalism among its over 3,900 members and over 500 non-members in the financial services industry. SFSP aims to help these professionals deliver exceptional client service. The organization provides continuous education programming designed to keep its members updated and proficient in their roles. Despite the impact of the worldwide COVID-19 pandemic, SFSP remains committed to fostering professional networks, offering comprehensive and practical continuing education, and recognizing members who adhere to its code of professional responsibility.


Official website here: www.societyoffsp.org

Is Society Of Financial Service Professionals legitimate?

Society Of Financial Service Professionals is a legitimate nonprofit organization registered as a 501(c)(6) entity. Society Of Financial Service Professionals submitted a form 990, 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.


Heare are some key statistics you may want to consider:

Executive Compensation: $429,306
Professional Fundraising Fees: $0
Other Salaries and Wages: $1,129,043

For more financial information, click here


Official website here: www.societyoffsp.org

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

The Society of Financial Service Professionals (SFSP) aims to enhance the professionalism of its credentialed members across various disciplines. By doing so, they aim to equip these professionals with the necessary skills to deliver superior client service in the financial sector. The society is dedicated to fostering professional networks, adhering to a set of core values and beliefs, and providing opportunities for learning and growth. Furthermore, SFSP offers comprehensive and practical continuing education to extend the wisdom within its membership. Lastly, they recognize members who abide by their code of professional responsibility.


Official website here: www.societyoffsp.org

Who is the CEO of Society Of Financial Service Professionals?

David M Maola Jd Mba is the Ceo of Society Of Financial Service Professionals. The CEO's salary of Society Of Financial Service Professionals is $327,476 and their total compensation is $350,666.


Official website here: www.societyoffsp.org

What is the revenue of Society Of Financial Service Professionals?

Society Of Financial Service Professionals's revenue in 2022 was $2,394,194.


Official website here: www.societyoffsp.org

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

The average compensation at Society Of Financial Service Professionals during 2022 was $86,575. There are 18 employees and 200 volunteers at Society Of Financial Service Professionals.


Here are 21 key members and their salaries (Society Of Financial Service Professionals's CEO's salary is $327,476 and their total compensation is $350,666):


David M Maola Jd Mba (Ceo)
  • Compensation: $327,476
  • Related: $0
  • Other: $23,190
Brian Horn (Cio)
  • Compensation: $158,500
  • Related: $0
  • Other: $5,814
Anne Rigney (General Counsel)
  • Compensation: $123,354
  • Related: $0
  • Other: $10,852
Donna Conrad (Cfo To Apr 2022)
  • Compensation: $115,736
  • Related: $0
  • Other: $13,742
Ernesto J Guerriero Clu Chfc (President; President-Elect)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jesse G Dogillo Cfp Clu Chfc Aep Ch (President-Elect; Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kathleen W Bilderback Jd Llm (Immediate Past President; President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Andrew J Rinn Jd Cfp Clu Chfc (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Tabitha L Atwell Jd (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Troy D Branch Jd Clu Chfc (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Michele B Collins Jd (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Sarah Corney Jd (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kelly Dancy Jd (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Joshua Dluhos Ms (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Thomas Fridich Jd Clu Chfc (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Mark D Masters Jd Aep (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kirk A Sadilek Aif Chfc Clu (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Michael J Mcglothlin Clu (Immediate Past President To Aug 2022)
  • Compensation: $0
  • Related: $0
  • Other: $0
Xavier J Angel Chfc Cltc (Director To Aug 2022)
  • Compensation: $0
  • Related: $0
  • Other: $0
Angela K Lust Mba Chfc Cexp (Director To Aug 2022)
  • Compensation: $0
  • Related: $0
  • Other: $0
Drew R Waldron Cfp (Director To Aug 2022)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.societyoffsp.org

Where can I find the form 990 for Society Of Financial Service Professionals?

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


Official website here: www.societyoffsp.org

Learn more at the official website: www.societyoffsp.org

Mission Statement of Society Of Financial Service Professionals

The Society of Financial Service Professionals (SFSP) is committed to advancing the professionalism of its credentialed members in various disciplines. Their mission is to create a professional home for these members, fostering a setting identified by a set of core values, beliefs, and opportunities for learning and growth. The organization strives to provide its members with continuous education that is comprehensive, current, and practical, extending the collective wisdom within its membership. Furthermore, SFSP recognizes its members who adhere to its Code of Professional Responsibility. By doing so, the Society of Financial Service Professionals aims to empower its members to deliver the highest level of client service, thereby contributing to the betterment of their clients' financial needs.

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Impact




October, 2024

The Society of Financial Service Professionals significantly enhances the quality of client service in the financial services industry by promoting professionalism among its members. With a commitment to continuing education, it offers programming designed to keep over 3,900 members and more than 500 non-members informed and proficient in their respective roles. This emphasis on education helps professionals adapt to industry changes and emerging challenges.

The organization plays a vital role in empowering networks that create a supportive environment characterized by core values, beliefs, and continuous learning opportunities. By encouraging collaboration and knowledge sharing, it fosters personal and professional growth, ensuring that members are well-equipped to meet their clients' financial needs.

Despite challenges presented by the COVID-19 pandemic, which negatively impacted education programming participation and financial results, SFSP continues to uphold its mission. By recognizing members who adhere to a strict code of professional responsibility, the organization reinforces the importance of ethical practices in financial services. Overall, the Society of Financial Service Professionals contributes to the enhancement of industry standards, ultimately leading to improved outcomes for clients and the broader community.




This information is meant to be a general summary of Society Of Financial Service Professionals. 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
$2,394,194 (2022)
Expenses
$2,342,647 (2022)
Efficiency

Other financial information:

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

  • Investment Income: $88,729
  • Program Service Revenue: $1,803,183
  • Gross Receipts: $2,751,703

Assets and Liabilities:

  • Total Assets: $1,520,001
  • Total Liabilities: $1,342,231
  • Net Assets: $177,770

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Programs

Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

DUES

Revenue

$1,529,201

CONTINUING EDUCATION

Revenue

$151,631

SPONSORED PROGRAMS

Revenue

$114,351

JOURNAL ADVERTISING

Revenue

$8,000

Organization Details

Founding Year

1928

Principal Officer

David M Maola Jd Mba

Main Address

10 E ATHENS AVENUE 224, ARDMORE, PA, 19003

NTEE Category

Code: S41 - Community improvement

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