Society of Financial Service Professionals - South Jersey Chapt is a 501(c)(6) organization based in Carmel, Indiana, registered in 1993, with $14,454 in FY2022 revenue. CharityIndex grades it C+.
Revenue (FY2022)
$14K
▲ 1.0% vs prior year
Expenses (FY2022)
$15K
Net assets
$16K
Employees
—
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Society of Financial Service Professionals - South Jersey Chapt— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Society of Financial Service Professionals - South Jersey Chapt: 13 mo reserves · -1% margin earns a A on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Society of Financial Service Professionals - South Jersey Chapt— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Society of Financial Service Professionals - South Jersey Chapt: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $31K (FY2011) to $14K (FY2022) across 12 reported years.
Financial snapshot
Operating margin
-0.8%
Spent more than it raised in the latest fiscal year.
Total assets
$16K
Total liabilities
$0
Net assets
$16K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2022 | $14,454▲1.0% | $14,566▲43.1% | $15,573▼0.7% | $15,573▼0.7% | 990EZ |
| 2021 | $14,306▲14.7% | $10,179▼22.6% | $15,685▲45.7% | $15,685▲33.7% | 990EZ |
| 2020 | $12,470▼45.5% | $13,147▲52.1% | $10,765▲0.3% | $11,728▼13.2% | 990EZ |
| 2019 | $22,875▲30.4% | $8,644▼60.7% | $10,730▲406% | $13,517▲351% | 990EZ |
| 2018 | $17,547▼18.6% | $21,982▲43.0% | -$3,501▼386% | $2,999▲23.4% | 990EZ |
| 2017 | $21,566▼19.1% | $15,368▼54.2% | $1,224▲125% | $2,430▼47.9% | 990EZ |
| 2016 | $26,642▲2.6% | $33,525▲32.1% | -$4,974▼224% | $4,660▲15.9% | 990EZ |
| 2015 | $25,978▼2.7% | $25,387▼16.3% | $4,022▲17.3% | $4,022▲17.3% | 990EZ |
| 2014 | $26,711▼23.7% | $30,330▼10.3% | $3,430▼51.3% | $3,430▼51.3% | 990EZ |
| 2013 | $35,029▲9.8% | $33,803▲11.4% | $7,050▲21.1% | $7,050▲21.1% | 990EZ |
| 2012 | $31,895▲3.2% | $30,344▼11.1% | $5,824▲36.3% | $5,824▲10.4% | 990EZ |
| 2011 | $30,894 | $34,124 | $4,273 | $5,273 | 990EZ |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Society of Financial Service Professionals - South Jersey Chapt (EIN 52-1811294) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.