SOCIETY OF FINANCIAL SERVICE
Data sourced from IRS 990 public filings
SOCIETY OF FINANCIAL SERVICE PROMOTE PROFESSIONALISM AMONG MEMBERS TO HELP THEM DELIVER THE HIGHEST LEVEL OF CLIENT SERVICE.
Local (City/County Level)
Education & Awareness
Adults (Ages 26-64)
Free Market/Pro-Business
Community & Economic Development
Human Services
Annual Revenue
$632,886
Known Funders
0
Grants Received
0
Financial History
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2023 | $632,886 | $928,787 | $0 |
| 2022 | $2,191,875 | $2,181,898 | $698,485 |
| 2021 | $2,394,194 | $2,342,647 | $1,520,001 |
| 2020 | $2,343,618 | $2,453,218 | $1,943,499 |
| 2019 | $2,427,200 | $2,735,162 | $1,742,820 |
| 2018 | $2,682,078 | $2,880,001 | $2,043,462 |
| 2017 | $2,970,636 | $3,077,923 | $2,273,837 |
| 2016 | $3,096,172 | $3,283,650 | $2,472,152 |
Top Funders
No funder data available yet for this nonprofit.
Key Personnel
From 2023 IRS 990 filing
J
JOSHUA DLUHOS MS
DIRECTOR
J
JACQUELINE BALDWIN CLTC
DIRECTOR
T
TABITHA L ATWELL JD
DIRECTOR
J
JOHN ROUSOS
DIRECTOR
T
THOMAS FRIDICH JD CLU CHFC
DIRECTOR
K
KIRK A SADILEK AIF CHFC CLU
DIRECTOR
M
MARK D MASTERS JD AEP
DIRECTOR
N
NICK ELBERT
DIRECTOR
S
SARAH CORNEY JD
DIRECTOR
E
ERNESTO J GUERRIERO CLU CHFC
IMMEDIATE PAST PRESIDENT PRESIDENT
Officer
Showing 10 of 16 key personnel.
Frequently Asked Questions
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