RHODE ISLAND SOCIETY OF FINANCIAL … - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1981

Legal Domicile

Principal Officer

MARK A MALE

Phone

4017398490

Tax Period

2022-07-01 to 2023-06-30

RHODE ISLAND SOCIETY OF FINANCIAL SERVICE PROFESSIONALS, founded in 1981, is a micro nonprofit that reported $3K in total revenue in fiscal year 2022. The organization ran a surplus of $451, a strong 18% operating margin.

Mission

THE ORGANIZATION'S MISSION IS TO PROVIDE THE ADVANCEMENT OF PROFESSIONALISM AND ETHICS IN FINANCIAL SERVICES AND THE RECOGNITION OF CREDENTIALED PROFESSIONALS IN THIS FIELD.

Program Service Accomplishments

Program 1

PROVIDING PROFESSIONALS WITH CONTINUING EDUCATION SERVICES

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,561

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,561

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,110

TOTAL EXPENSES $2,110

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,561	$2,462	+0.0%
Expenses	$2,110	$1,998	+0.1%
Net Income	$451	$464	0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN P MATRULLO	PRESIDENT	2.00	Officer	$0	$0	$0
TRAVIS MCDERMOTT ESQ	SECRETARY	2.00	Officer	$0	$0	$0
KIMBERLY WYMAN	TREASURER	2.00	Officer	$0	$0	$0
ANTHONY R BARTLETT	DIRECTOR	2.00	Officer	$0	$0	$0
JACK HUTSON	DIRECTOR	2.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$2,561	$2,110	$7,571	$451
2022	$2,462	$1,998	$7,120	$464
2021	$2,539	$2,624	$6,656	$-85
2020	$4,890	$8,238	$6,741	$-3,348
2019	$4,531	$10,244	$10,966	$-5,713

RHODE ISLAND SOCIETY OF FINANCIAL SERVICE PROFESSIONALS