The Society Of Financial Service Professionals Fresno Chapter

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

EIN: 946100072 ✦ Fresno, CA ✦ Designated as a 501(c)(6)

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Overview

What is The Society Of Financial Service Professionals Fresno Chapter?

Is The Society Of Financial Service Professionals Fresno Chapter legitimate?

The Society Of Financial Service Professionals Fresno Chapter is a legitimate nonprofit organization registered as a 501(c)(6) entity. The Society Of Financial Service Professionals Fresno Chapter 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 The Society Of Financial Service Professionals Fresno Chapter?

This mission statement is temporarily unavailable

Who is the CEO of The Society Of Financial Service Professionals Fresno Chapter?

Brian Traverso is the President of The Society Of Financial Service Professionals Fresno Chapter.

What is the revenue of The Society Of Financial Service Professionals Fresno Chapter?

The Society Of Financial Service Professionals Fresno Chapter's revenue in 2022 was $3,299.

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


Here are 4 key members and their salaries:


Brian Traverso (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Wiliam Coleman (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Richard Ransom (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Michelle Gutierrez (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Where can I find the form 990EZ for The Society Of Financial Service Professionals Fresno Chapter?

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

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Impact




October, 2024

The Society of Financial Service Professionals Fresno Chapter has a significant impact on the local community by empowering its members to provide exceptional ethical service to clients. Through promoting mutually beneficial multidisciplinary relationships, the chapter fosters collaboration among financial professionals, enhancing the overall quality of service delivered in the region.

The chapter's commitment to high-level educational opportunities ensures that members are well-informed and equipped with the latest industry insights and best practices. By collaborating with industry experts and thought leaders, the Fresno Chapter enhances the knowledge base of its members, allowing them to stay ahead in a rapidly evolving financial landscape.

Moreover, by facilitating professional networking, the Society contributes to not only individual member growth but also to the collective advancement of the finance community in Fresno. The resources and knowledge provided by the chapter stimulate the professional development necessary for members to expand their practices, ultimately leading to better service for clients and a stronger financial services sector in the area. Through these efforts, the Society of Financial Service Professionals Fresno Chapter plays a crucial role in community improvement and the ethical delivery of financial services.




This information is meant to be a general summary of The Society Of Financial Service Professionals Fresno Chapter. 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
$3,299 (2022)
Expenses
$4,455 (2022)
Efficiency

Other financial information:

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

  • Investment Income: $1
  • Gross Receipts: $3,299

Assets and Liabilities:

  • Total Assets: $9,147
  • Total Liabilities: $0
  • Net Assets: $9,147

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Organization Details

Principal Officer

Brian Traverso

Main Address

2350 W Shaw Avenue 101, Fresno, CA, 93711

NTEE Category

Code: S41 - Community improvement

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