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Employer Identification Number 23-1379056

SOCIETY OF FINANCIAL SERVICE PROFESSIONALS is a USA domiciled entity or foreign entity operating in the USA. The EIN ihas been issued by the IRS

Company Name:SOCIETY OF FINANCIAL SERVICE PROFESSIONALS
Employer identification number (EIN):23-1379056
EIN Issuing AuthorityBrookhaven, NY
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations
401k Pension/Benefits registration SOCIETY OF FINANCIAL SERVICE PROFESSIONALS 401k plan information
Federal tax statusExempt from federal income tax. Registered as a non-profit under 501(c)(3) Title 26 of the United States Code

Organization Overview

Mission StatementTO ADVANCE THE PROFESSIONALISM OF CREDENTIALLED MEMBERS IN DIVERSE DISCIPLINES SO THAT THEY MAY BETTER SERVE THEIR CLIENTS' FINANCIAL NEEDS. THE SOCIETY OF FSP IS COMMITTED TO: EMPOWERING NETWORKS THAT CREATE A PROFESSIONAL HOME IDENTIFIED BY A SET OF CORE VALUES, BELIEFS AND THE OPPORTUNITY FOR LEARNING AND GROWTH. PROVIDING CONTINUING EDUCATION THAT IS COMPREHENSIVE, CURRENT AND PRACTICAL AND WHICH EXTENDS THE WISDOM WITHIN OUR MEMBERSHIP. RECOGNIZING AS MEMBERS THOSE WHO ABIDE BY OUR CODE OF PROFESSIONAL RESPONSIBILITY.
Number of Employees24
Number of Volunteers650
Year Formed1928

Organization Governance

Legal DomicilePA
Voting Members - Governing Body19
Voting Members - Independent19

Organization Financials

2024-09-30
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 1,710,509
Program Service Revenue from current yearUSD $ 567,517
Investment Income from prior yearUSD $ 226,211
Investment Income from current yearUSD $ 2,658
Other Revenue from prior yearUSD $ 140,063
Other Revenue from current yearUSD $ 62,711
Gross receipts from all sourcesUSD $ 632,886
Net assets / fund balances at end of fiscal yearUSD $ 0
Net assets / fund balances at beginning of fiscal yearUSD $ 94,131
Total liabilities at end of fiscal yearUSD $ 0
Total liabilities at beginning of fiscal yearUSD $ 604,354
Total assets at end of fiscal yearUSD $ 0
Total assets at beginning of fiscal yearUSD $ 698,485
Revenues less expenses for current yearUSD $ -295,901
Revenues less expenses for previous yearUSD $ 9,977
Total expenses for current yearUSD $ 928,787
Total expenses for previous yearUSD $ 2,181,898
Other expenses in current yearUSD $ 407,937
Other expenses in previous yearUSD $ 560,882
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 520,850
Employee salary and benefits paid in previous yearUSD $ 1,621,016
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 632,886
Total revenue in previous fiscal yearUSD $ 2,191,875
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 115,092
Total of other revenueUSD $ 18,241
2023-09-30
Total unrelated business incomeUSD $ 3,500
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 1,803,183
Program Service Revenue from current yearUSD $ 1,710,509
Investment Income from prior yearUSD $ 88,729
Investment Income from current yearUSD $ 226,211
Other Revenue from prior yearUSD $ 502,282
Other Revenue from current yearUSD $ 140,063
Gross receipts from all sourcesUSD $ 3,211,799
Net assets / fund balances at end of fiscal yearUSD $ 94,131
Net assets / fund balances at beginning of fiscal yearUSD $ 177,770
Total liabilities at end of fiscal yearUSD $ 604,354
Total liabilities at beginning of fiscal yearUSD $ 1,342,231
Total assets at end of fiscal yearUSD $ 698,485
Total assets at beginning of fiscal yearUSD $ 1,520,001
Revenues less expenses for current yearUSD $ 9,977
Revenues less expenses for previous yearUSD $ 51,547
Total expenses for current yearUSD $ 2,181,898
Total expenses for previous yearUSD $ 2,342,647
Other expenses in current yearUSD $ 560,882
Other expenses in previous yearUSD $ 559,930
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 1,621,016
Employee salary and benefits paid in previous yearUSD $ 1,782,717
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 2,191,875
Total revenue in previous fiscal yearUSD $ 2,394,194
Contributions and grants from current yearUSD $ 115,092
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 6,329
2022-09-30
Total unrelated business incomeUSD $ 8,000
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 2,053,697
Program Service Revenue from current yearUSD $ 1,803,183
Investment Income from prior yearUSD $ 88,750
Investment Income from current yearUSD $ 88,729
Other Revenue from prior yearUSD $ 200,491
Other Revenue from current yearUSD $ 502,282
Gross receipts from all sourcesUSD $ 2,751,703
Net assets / fund balances at end of fiscal yearUSD $ 177,770
Net assets / fund balances at beginning of fiscal yearUSD $ 394,694
Total liabilities at end of fiscal yearUSD $ 1,342,231
Total liabilities at beginning of fiscal yearUSD $ 1,548,805
Total assets at end of fiscal yearUSD $ 1,520,001
Total assets at beginning of fiscal yearUSD $ 1,943,499
Revenues less expenses for current yearUSD $ 51,547
Revenues less expenses for previous yearUSD $ -109,600
Total expenses for current yearUSD $ 2,342,647
Total expenses for previous yearUSD $ 2,453,218
Other expenses in current yearUSD $ 559,930
Other expenses in previous yearUSD $ 625,390
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 1,782,717
Employee salary and benefits paid in previous yearUSD $ 1,827,828
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 2,394,194
Total revenue in previous fiscal yearUSD $ 2,343,618
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 680
Total of other revenueUSD $ 375,667
2021-09-30
Total unrelated business incomeUSD $ 31,780
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 2,232,736
Program Service Revenue from current yearUSD $ 2,053,697
Investment Income from prior yearUSD $ 24,121
Investment Income from current yearUSD $ 88,750
Other Revenue from prior yearUSD $ 170,343
Other Revenue from current yearUSD $ 200,491
Gross receipts from all sourcesUSD $ 2,457,689
Net assets / fund balances at end of fiscal yearUSD $ 394,694
Net assets / fund balances at beginning of fiscal yearUSD $ 325,254
Total liabilities at end of fiscal yearUSD $ 1,548,805
Total liabilities at beginning of fiscal yearUSD $ 1,417,566
Total assets at end of fiscal yearUSD $ 1,943,499
Total assets at beginning of fiscal yearUSD $ 1,742,820
Revenues less expenses for current yearUSD $ -109,600
Revenues less expenses for previous yearUSD $ -307,962
Total expenses for current yearUSD $ 2,453,218
Total expenses for previous yearUSD $ 2,735,162
Other expenses in current yearUSD $ 625,390
Other expenses in previous yearUSD $ 797,226
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 1,827,828
Employee salary and benefits paid in previous yearUSD $ 1,937,936
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 2,343,618
Total revenue in previous fiscal yearUSD $ 2,427,200
Contributions and grants from current yearUSD $ 680
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 75,025
2020-09-30
Total unrelated business incomeUSD $ 25,456
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 2,480,370
Program Service Revenue from current yearUSD $ 2,232,736
Investment Income from prior yearUSD $ 92,330
Investment Income from current yearUSD $ 24,121
Other Revenue from prior yearUSD $ 109,378
Other Revenue from current yearUSD $ 170,343
Gross receipts from all sourcesUSD $ 2,874,786
Net assets / fund balances at end of fiscal yearUSD $ 325,254
Net assets / fund balances at beginning of fiscal yearUSD $ 602,418
Total liabilities at end of fiscal yearUSD $ 1,417,566
Total liabilities at beginning of fiscal yearUSD $ 1,441,044
Total assets at end of fiscal yearUSD $ 1,742,820
Total assets at beginning of fiscal yearUSD $ 2,043,462
Revenues less expenses for current yearUSD $ -307,962
Revenues less expenses for previous yearUSD $ -197,923
Total expenses for current yearUSD $ 2,735,162
Total expenses for previous yearUSD $ 2,880,001
Other expenses in current yearUSD $ 797,226
Other expenses in previous yearUSD $ 897,020
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 1,937,936
Employee salary and benefits paid in previous yearUSD $ 1,982,981
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 2,427,200
Total revenue in previous fiscal yearUSD $ 2,682,078
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 36,995
2019-09-30
Total unrelated business incomeUSD $ 15,750
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 2,793,135
Program Service Revenue from current yearUSD $ 2,480,370
Investment Income from prior yearUSD $ 102,495
Investment Income from current yearUSD $ 92,330
Other Revenue from prior yearUSD $ 75,006
Other Revenue from current yearUSD $ 109,378
Gross receipts from all sourcesUSD $ 3,417,093
Net assets / fund balances at end of fiscal yearUSD $ 602,418
Net assets / fund balances at beginning of fiscal yearUSD $ 830,267
Total liabilities at end of fiscal yearUSD $ 1,441,044
Total liabilities at beginning of fiscal yearUSD $ 1,443,570
Total assets at end of fiscal yearUSD $ 2,043,462
Total assets at beginning of fiscal yearUSD $ 2,273,837
Revenues less expenses for current yearUSD $ -197,923
Revenues less expenses for previous yearUSD $ -107,287
Total expenses for current yearUSD $ 2,880,001
Total expenses for previous yearUSD $ 3,077,923
Other expenses in current yearUSD $ 897,020
Other expenses in previous yearUSD $ 1,010,936
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 1,982,981
Employee salary and benefits paid in previous yearUSD $ 2,066,987
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 2,682,078
Total revenue in previous fiscal yearUSD $ 2,970,636
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 28,738
2018-09-30
Total unrelated business incomeUSD $ 28,213
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 2,884,103
Program Service Revenue from current yearUSD $ 2,793,135
Investment Income from prior yearUSD $ 130,259
Investment Income from current yearUSD $ 102,495
Other Revenue from prior yearUSD $ 81,810
Other Revenue from current yearUSD $ 75,006
Gross receipts from all sourcesUSD $ 3,560,545
Net assets / fund balances at end of fiscal yearUSD $ 830,267
Net assets / fund balances at beginning of fiscal yearUSD $ 930,116
Total liabilities at end of fiscal yearUSD $ 1,443,570
Total liabilities at beginning of fiscal yearUSD $ 1,542,036
Total assets at end of fiscal yearUSD $ 2,273,837
Total assets at beginning of fiscal yearUSD $ 2,472,152
Revenues less expenses for current yearUSD $ -107,287
Revenues less expenses for previous yearUSD $ -187,478
Total expenses for current yearUSD $ 3,077,923
Total expenses for previous yearUSD $ 3,283,650
Other expenses in current yearUSD $ 1,010,936
Other expenses in previous yearUSD $ 1,248,170
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 2,066,987
Employee salary and benefits paid in previous yearUSD $ 2,035,480
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 2,970,636
Total revenue in previous fiscal yearUSD $ 3,096,172
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 32,745
2017-09-30
Total unrelated business incomeUSD $ 20,960
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 3,189,663
Program Service Revenue from current yearUSD $ 2,884,103
Investment Income from prior yearUSD $ 42,154
Investment Income from current yearUSD $ 130,259
Other Revenue from prior yearUSD $ 167,744
Other Revenue from current yearUSD $ 81,810
Gross receipts from all sourcesUSD $ 3,348,845
Net assets / fund balances at end of fiscal yearUSD $ 930,116
Net assets / fund balances at beginning of fiscal yearUSD $ 1,065,533
Total liabilities at end of fiscal yearUSD $ 1,542,036
Total liabilities at beginning of fiscal yearUSD $ 1,581,333
Total assets at end of fiscal yearUSD $ 2,472,152
Total assets at beginning of fiscal yearUSD $ 2,646,866
Revenues less expenses for current yearUSD $ -187,478
Revenues less expenses for previous yearUSD $ -377,972
Total expenses for current yearUSD $ 3,283,650
Total expenses for previous yearUSD $ 3,777,533
Other expenses in current yearUSD $ 1,248,170
Other expenses in previous yearUSD $ 1,349,850
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 2,035,480
Employee salary and benefits paid in previous yearUSD $ 2,427,683
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 3,096,172
Total revenue in previous fiscal yearUSD $ 3,399,561
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 33,257
2016-09-30
Total unrelated business incomeUSD $ 39,819
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 3,738,208
Program Service Revenue from current yearUSD $ 3,189,663
Investment Income from prior yearUSD $ 217,494
Investment Income from current yearUSD $ 42,154
Other Revenue from prior yearUSD $ 59,767
Other Revenue from current yearUSD $ 167,744
Gross receipts from all sourcesUSD $ 3,891,649
Net assets / fund balances at end of fiscal yearUSD $ 1,065,533
Net assets / fund balances at beginning of fiscal yearUSD $ 1,325,185
Total liabilities at end of fiscal yearUSD $ 1,581,333
Total liabilities at beginning of fiscal yearUSD $ 1,743,360
Total assets at end of fiscal yearUSD $ 2,646,866
Total assets at beginning of fiscal yearUSD $ 3,068,545
Revenues less expenses for current yearUSD $ -377,972
Revenues less expenses for previous yearUSD $ -426,238
Total expenses for current yearUSD $ 3,777,533
Total expenses for previous yearUSD $ 4,441,707
Other expenses in current yearUSD $ 1,349,850
Other expenses in previous yearUSD $ 1,689,273
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 2,427,683
Employee salary and benefits paid in previous yearUSD $ 2,752,434
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 3,399,561
Total revenue in previous fiscal yearUSD $ 4,015,469
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 57,112
2015-09-30
Total unrelated business incomeUSD $ 59,901
Net unrelated business incomeUSD $ -16,886
Program Service Revenue from prior yearUSD $ 3,762,646
Program Service Revenue from current yearUSD $ 3,738,208
Investment Income from prior yearUSD $ 226,124
Investment Income from current yearUSD $ 217,494
Other Revenue from prior yearUSD $ 64,400
Other Revenue from current yearUSD $ 59,767
Gross receipts from all sourcesUSD $ 5,111,209
Net assets / fund balances at end of fiscal yearUSD $ 1,325,185
Net assets / fund balances at beginning of fiscal yearUSD $ 1,976,882
Total liabilities at end of fiscal yearUSD $ 1,743,360
Total liabilities at beginning of fiscal yearUSD $ 1,948,849
Total assets at end of fiscal yearUSD $ 3,068,545
Total assets at beginning of fiscal yearUSD $ 3,925,731
Revenues less expenses for current yearUSD $ -426,238
Revenues less expenses for previous yearUSD $ -419,055
Total expenses for current yearUSD $ 4,441,707
Total expenses for previous yearUSD $ 4,472,225
Other expenses in current yearUSD $ 1,689,273
Other expenses in previous yearUSD $ 1,725,768
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 2,752,434
Employee salary and benefits paid in previous yearUSD $ 2,746,457
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 4,015,469
Total revenue in previous fiscal yearUSD $ 4,053,170
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 1,119

Other Company Names associated with EIN

SOCIETY OF FINANCIAL SERVICE

Organization Addresses

The following addresses have been detected as associated with Tax Indentification Number 231379056

USA Location Address
3803 WEST CHESTER PIKE
SUITE 225
NEWTOWN SQUARE
PA
190732334
Date first seen: 2016-11-10
Date last seen: 2020-11-02
USA Location Address
19 CAMPUS BLVD. SUITE 100
NEWTOWN SQUARE
PA
19073
Date first seen: 2007-01-01
Date last seen: 2025-08-31
USA Mailing Address
19 CAMPUS BLVD NO 100
NEWTOWN SQUARE
PA
190733230
Date first seen: 2015-02-16
Date last seen: 2020-06-23
USA Mailing Address
10 E ATHENS AVENUE NO 224
ARDMORE
PA
19003
Date first seen: 2007-01-01
Date last seen: 2025-08-31
USA Location Address
10 E ATHENS AVENUE
SUITE 224
ARDMORE
PA
19003
Date first seen: 2007-01-01
Date last seen: 2025-08-31
USA Mailing Address
1000 WILSON BLVD 1890
ARLINGTON
VA
22209
Date first seen: 2007-01-01
Date last seen: 2025-09-30
401k Sponsor USA Address
10 E ATHENS AVENUE
SUITE 224
ARDMORE
PA
19003
Date first seen: 2007-01-01
Date last seen: 2024-07-01

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The following companies are located in the same ZIP code areas:

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