SOCIETY OF FINANCIAL SERVICE PROFESSIONALS
3803 WEST CHESTER PIKE NO 225, NEWTOWN SQUARE, PA 190733230 www.financialpro.org

Total Revenue
$2,682,078
Total Expenses
$2,880,001
Net Assets
$602,418

Organizations Filed Purposes: TO ADVANCE THE PROFESSIONALISM OF CREDENTIALLED MEMBERS IN DIVERSE DISCIPLINES SO THAT THEY MAY BETTER SERVE THEIR CLIENTS' FINANCIAL NEEDS. THE SOCIETY OF FINANCIAL SERVICE PROFESSIONALS 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.

PROMOTE PROFESSIONALISM AMONG MEMBERS TO HELP THEM DELIVER THE HIGHEST LEVEL OF CLIENT SERVICE

CONTINUING EDUCATION: EDUCATION PROGRAMMING PROVIDED TO OUR 7,000 MEMBERS AND NON MEMBERS DESIGNED TO KEEP THEM CURRENT AND PROFICIENT IN THEIR ROLES WITHIN THE FINANCIAL SERVICES INDUSTRY.

JOURNAL: SCHOLARLY PUBLICATION PROVIDED TO OUR OVER 7,000 MEMBERS AND SOLD TO NON-MEMBERS. THE CONTENT CONTRIBUTES TO THE CONTINUING EDUCATION OF THE MEMBERS, TO THE ADVANCEMENT OF PROFESSIONALISM IN THE INDUSTRY AND TO THE ULTIMATE BENEFIT OF THE PUBLIC.

SECTIONS: SECTIONS ARE OUR OVER 6,600 MEMBERS LINK TO TARGETED INFORMATION FROM SOCIETY AND NETWORKING OPPORTUNITIES WITH OTHER SOCIETY MEMBERS.

Executives Listed on Filing

Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing

NameTitleHours Per WeekTotal Salary
Joseph E Frack Cpa CgmaFORMER CEO, DIRECTOR39$218,000
Brian HornCIO40$156,000
Anne RigneyGENERAL COUNSEL39$124,015
Donna ConradCFO40$123,000
Jill Von CzoernigMG DIRECTOR40$107,825
Angela K Lust MbachfccexpDIRECTOR1$0
Xavier J Angel ChfccltcDIRECTOR1$0
David M Maolo JdCEO, DIRECTOR40$0
Michael J McglothlincluchfccfpDIRECTOR1$0
Robert B Wellendorf IicluaepcapDIRECTOR1$0
James S Aussem Jd AepDIRECTOR1$0
Elvin D Turner Jd MbaPRESIDENT1$0
Jane Higgins Marx Jd Cfp AifDIRECTOR1$0
Allison A Hoyt Jd Clu TepDIRECTOR1$0
Thomas D Wyatt Jd Cfp Aif CltcDIRECTOR1$0
Julie M Ladimer JdDIRECTOR1$0
Melissa L Dornan MbaDIRECTOR1$0
Kevin E Baldwin Clu Chfc CapDIRECTOR1$0
Mary J Schneekloth Mba Cpm CluDIRECTOR1$0
Gregory W Schlaudecker Clu ChfcDIRECTOR1$0
Robert J Keorkunian Ficf LutcfclfDIRECTOR1$0
Sandra E Henderson RhuDIRECTOR1$0
Kathleen W Bilderback JdllmaepDIRECTOR1$0

Data for this page was sourced from XML published by IRS (public 990 form dataset) from: https://s3.amazonaws.com/irs-form-990/202041759349300344_public.xml