Society of Financial Professionals Cny
Nonprofit profile at a glance
- EIN
- 222505301
- IRS 990-EZ coverage
- 2011–2019
- Forms available
- Form 990-EZ 2019, Form 990-N 2009
- Location
- Syracuse, NY, USA
- Phone
- 3154746775
- Rating confidence
- Limited
Reported finances
- Revenue
- $7,322
- Expenses
- $8,114
- Assets
- $679
Source: IRS Form 990-EZ. Selected filing: tax year 2019. Amounts in USD.
Leadership & pay
9 people listed
Executive titles in this filing
- THOMAS BEZIGIAN JR (PRESIDENT)
- GARY CAPON (PRESIDENT-ELECT)
People named in this filing
- CAROLYN LAWLESS (DIRECTOR)
- JOHN KING (IMMEDIATE PAST PRES.)
- THOMAS BEZIGIAN JR (PRESIDENT)
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 2019. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Support for certified life underwriters
What it reported doing in 2019
Support certified life underwriters working in the insuranceindustry
Operating model
- Revenue model
- Membership-supported. 100% of the money available for current operations came from membership dues.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
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: NotEnoughData
- Transparency & Controls: 82
- Sustainability: 23
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -10.8%; rating input score 30; 30th percentile among comparable filings
- Total-asset coverage ratio: 0.08; rating input score 9; 9th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 5.6% per year; rating input score 100; 69th percentile among comparable filings
- Revenue growth: -4.1% per year; rating input score 0; 41st percentile among comparable filings
- Asset growth: -13.2% per year; rating input score 0; 15th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 9 people listed
- Consistency: 5 of 5 current checks pass
- Schedules: 1 filed schedules
- Filing history: 9 filing years from 2011 to 2019
- Contacts: How to reach this organization
- 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 — Growth: Revenue growth scored 0/100.
- Moderate — Sustainability: Operating margin scored 30/100.
- High — Sustainability: Total-asset coverage ratio scored 9/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.