Nonprofit · EIN 23-2336013
FOUNDATION FOR FINANCIAL SERVICE PROFESSIONALS
Tax-exempt · ARLINGTON, VA 22209
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $239,589 | $75,919 | $163,670 | $371,748 | $7,158 | $364,590 |
| September 30, 2024 | 990-EZ | $5,211 | $71,701 | -$66,490 | $243,000 | $93,108 | $149,892 |
| September 30, 2023 | 990-EZ | $72,508 | $43,181 | $29,327 | $223,670 | $25,532 | $198,138 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $235,208
- Program service revenue
- $0
- Investment income
- $4,381
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $14,750
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $14,750
- Management and general (functional)
- $61,169
Balance sheet and other
- Total assets, start of year
- $243,000
- Total assets, end of year
- $371,748
- Total liabilities, end of year
- $7,158
- Net assets, end of year
- $364,590
- Publicly traded securities
- $185,258
- Net assets without donor restrictions
- $364,590
- Gross receipts
- $239,589
- Employees
- 0
- Volunteers
- 100
- Year formed
- 1982
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEVIN MAYEUX | CEO Trustee or director, Officer | 1 | $0 |
| TROY D BRANCH | SECRETARY Trustee or director, Officer | 1 | $0 |
| JAMES M CHRISTIAN | TRUSTEE Trustee or director | 1 | $0 |
| KIRK SADILEK | TRUSTEE Trustee or director | 1 | $0 |
| TOM FRIDRICH | TRUSTEE Trustee or director | 1 | $0 |
| ERNIE GUERRIERO | TRUSTEE Trustee or director | 1 | $0 |
| JACQUELIN BALDWIN | TRUSTEE Trustee or director | 1 | $0 |
| KELLY DANCY | TRUSTEE Trustee or director | 1 | $0 |
| JESSE DOGILLO | TRUSTEE Trustee or director | 1 | $0 |
| ANDREW RINN | TRUSTEE Trustee or director | 1 | $0 |
| DAVID MAOLA | CEO (UNTIL 12/24) Trustee or director, Officer | 1 | $0 |
990-EZ for the year ended September 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES M CHRISTIAN CLU CHFC RICP | DIRECTOR | 1 | $0 |
| KELLY DANCY JD | DIRECTOR | 1 | $0 |
| JESSE DOGILLO | DIRECTOR | 1 | $0 |
| TOM FRIDRICH JD CLU CHFC | DIRECTOR | 1 | $0 |
| KIRK SADILEK AIF CHFC CLU RICP | DIRECTOR | 1 | $0 |
| ANDREW RINN | DIRECTOR | 1 | $0 |
| ERNIE GUERRIERO | PRESIDENT | 1 | $0 |
| JACQUELINE BALDWIN CLTC | SECRETARY | 1 | $0 |
| TROY D BRANCH JD CLU | SECRETARY | 1 | $0 |
| DAVID MAOLA | CEO | 1 | $0 |
990-EZ for the year ended September 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID M MAOLA JD MBA | CEO | 1 | $0 |
| ERNESTO J GUERRIERO CLU CHFC | PRESIDENT SEPT 2023, TRUSTEE | 1 | $0 |
| ANDREW J RINN JD CFP CLU | SECRETARY SEPT 2023, TRUSTEE | 1 | $0 |
| JACQUELINE BALDWIN CLTC | TRUSTEE | 1 | $0 |
| TROY D BRANCH JD CLU | TRUSTEE | 1 | $0 |
| JAMES M CHRISTIAN CLU CHFC RICP | TRUSTEE | 1 | $0 |
| KELLY DANCY JD | TRUSTEE | 1 | $0 |
| JOSHUA DLUHOS MS | TRUSTEE | 1 | $0 |
| JESSE G DOGILLO CFP CLU | TRUSTEE, SECRETARY TO AUG 2023 | 1 | $0 |
| TOM FRIDRICH JD CLU CHFC | TRUSTEE | 1 | $0 |
| KIRK SADILEK AIF CHFC CLU RICP | TRUSTEE | 1 | $0 |
| KATHLEEN W BILDERBACK JD LLM | PRESIDENT TO AUG 2023 | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1000 WILSON BLVD STE 1890, ARLINGTON, VA 22209-3924
- Principal officer (990 for 2024)
- KEVIN MAYEUX, 1000 WILSON BLVD 1890, ARLINGTON, VA 22209
- Signed the 990
- KEVIN MAYEUX, CEO
- Phone
- (703) 770-8100
- Website
- HTTPS://FOUNDATION.NAIFA.ORG
- Return prepared by
- CBIZ ADVISORS LLC
Mission
THE FOUNDATION FOR FINANCIAL SERVICE PROFESSIONALS, A CHARITABLE ORGANIZATION CREATED IN 1982 UNDER IRC SECTION 501(C)(3), WAS ESTABLISHED BY THE LEADERSHIP OF THE SOCIETY OF FINANCIAL SERVICEPROFESSIONALS, WITH A MISSION TO IMPACT THE LIVES OF INDIVIDUALS WITH SCHOLARSHIPS AND FINANCIALEDUCATION
Program accomplishments
- PAUL S. MILLS SCHOLARSHIP: SCHOLARSHIPS PROVIDE NEED-BASED FINANCIAL SUPPORT TO STUDENTS PURSUING UNDERGRADUATE DEGREE IN FINANCIAL SERVICE-RELATED FIELDS.Expenses $14,750 · grants $14,750
- JOURNAL AUTHOR AWARD: ADVANCE SCHOLARLY RESEARCH AND WRITING TO BUILD THE LIBRARY OF KNOWLEDGE IN FINANCIAL SERVICES.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 23-2336013
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1985
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $371,748
- Income (IRS master file)
- $239,589
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $239,589 | $75,919 | $371,748 | XML |
| 990-EZ | September 2024 | $5,211 | $71,701 | $243,000 | XML |
| 990-EZ | September 2023 | $72,508 | $43,181 | $223,670 | XML |
| 990-EZ | September 2022 | – | – | – | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990-EZ | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-2336013).
Questions about FOUNDATION FOR FINANCIAL SERVICE PROFESSIONALS
- What is the EIN of FOUNDATION FOR FINANCIAL SERVICE PROFESSIONALS?
- The employer identification number (EIN) of FOUNDATION FOR FINANCIAL SERVICE PROFESSIONALS is 23-2336013.
- Is FOUNDATION FOR FINANCIAL SERVICE PROFESSIONALS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to FOUNDATION FOR FINANCIAL SERVICE PROFESSIONALS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FOUNDATION FOR FINANCIAL SERVICE PROFESSIONALS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FOUNDATION FOR FINANCIAL SERVICE PROFESSIONALS due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FOUNDATION FOR FINANCIAL SERVICE PROFESSIONALS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of FOUNDATION FOR FINANCIAL SERVICE PROFESSIONALS?
- The 990 for the year ended December 31, 2024 names KEVIN MAYEUX.
- Who are the officers and directors of FOUNDATION FOR FINANCIAL SERVICE PROFESSIONALS?
- The 990 for the year ended December 31, 2024 lists 11 people; 0 received compensation from the organization.
- How much revenue does FOUNDATION FOR FINANCIAL SERVICE PROFESSIONALS have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $239,589, expenses of $75,919 and total assets of $371,748 at year end.
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