FOUNDATION FOR FINANCIAL SERVICE PROFESSIONALS (EIN 232336013) - Form 990 Financial Analysis & Trantor Score

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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

1982

Legal Domicile

Principal Officer

KEVIN MAYEUX

Phone

7037708100

Tax Period

2024-10-01 to 2024-12-31

FOUNDATION FOR FINANCIAL SERVICE PROFESSIONALS, founded in 1982, is a small nonprofit that reported $240K in total revenue in fiscal year 2024. Revenue surged 4498% from the prior year, signaling strong growth momentum. The organization ran a surplus of $164K, a strong 68% operating margin.

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 SERVICE PROFESSIONALS, WITH A MISSION TO IMPACT THE LIVES OF INDIVIDUALS WITH SCHOLARSHIPS AND FINANCIAL EDUCATION.

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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 (2024)

Revenue Breakdown

Contributions & Grants $235,208

Program Service Revenue $0

Investment Income $4,381

Other Revenue $0

TOTAL REVENUE $239,589

Expense Breakdown

Grants Paid $14,750

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $14,750

Other Expenses $61,169

TOTAL EXPENSES $75,919

Year-over-Year Comparison

	2024	2023	Change
Revenue	$239,589	$5,211	+45.0%
Expenses	$75,919	$71,701	+0.1%
Net Income	$163,670	$-66,490	-3.5%

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

100

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
KEVIN MAYEUX	CEO	1.00	Officer Director	$0	$0	$0
TROY D BRANCH	SECRETARY	1.00	Officer Director	$0	$0	$0
JAMES M CHRISTIAN	TRUSTEE	1.00	Director	$0	$0	$0
KIRK SADILEK	TRUSTEE	1.00	Director	$0	$0	$0
TOM FRIDRICH	TRUSTEE	1.00	Director	$0	$0	$0
ERNIE GUERRIERO	TRUSTEE	1.00	Director	$0	$0	$0
JACQUELIN BALDWIN	TRUSTEE	1.00	Director	$0	$0	$0
KELLY DANCY	TRUSTEE	1.00	Director	$0	$0	$0
JESSE DOGILLO	TRUSTEE	1.00	Director	$0	$0	$0
ANDREW RINN	TRUSTEE	1.00	Director	$0	$0	$0
DAVID MAOLA	CEO (UNTIL 12/24)	1.00	Officer Director	$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
2024	$239,589	$75,919	$371,748	$163,670
2021	$240,422	$235,118	$290,505	$5,304
2020	$45,265	$60,728	$286,465	$-15,463
2019	$57,892	$60,447	$332,208	$-2,555

FOUNDATION FOR FINANCIAL SERVICE PROFESSIONALS