Cent Fl Society of Fin'l Svc Prof Adams

Nonprofit profile at a glance

EIN
592530031
IRS 990-EZ coverage
2010–2015
Forms available
Form 990-EZ 2015
Location
Longwood, FL, USA
Phone
4077670200
Rating confidence
Limited
Sector
Business and Industry

Official website

Reported finances

Expenses
$10,025
Assets
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2015. Amounts in USD.

Leadership & pay

6 people listed

Executive titles in this filing

  • SAMUEL ETZE (PRESIDENT)

People named in this filing

  • EARL R ADAMS (EXECUTIVE DI)
  • LARRY ROTHENBERGER (DIRECTOR)
  • KIRK BARR YOUNG (SECRETARY/TR)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2015. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To advance the professionalism of credentialized members with state of the art resources to serve their clients' needs in affiliation with our national office and network of local chapters.

What it reported doing in 2015

Consulting & education programs providing assistance to members not required of 501(c)6

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: 8
  • Transparency & Controls: 82
  • Sustainability: 10
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: 21.9%; rating input score 22

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: Limited
  • Total-asset coverage ratio: 0; rating input score 12; 12th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 52; 52nd percentile among comparable filings

Growth

  • Program expense growth: -9.2% per year; rating input score 0; 61st percentile among comparable filings
  • Revenue growth: -15.2% per year; rating input score 0; 57th percentile among comparable filings
  • Asset growth: 3.2% per year; rating input score 100; 84th percentile among comparable filings

Details

  • Where the money goes: 21.9% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $2K in reported program spending
  • Leadership: top reported pay $0 · 6 people listed
  • Consistency: 2 of 2 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 6 filing years from 2010 to 2015
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Program expense ratio scored 22/100.
  • High — Sustainability: Total-asset coverage ratio scored 12/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 52/100.