Society Of Financial Service Professionals

Hartford Chapter
  • Rocky Hill, CT
  • Tax exemption issued: Feb. 1967
  • EIN: 06-6082276

Organization summary

Organization summary might be incomplete or out of date

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$8,045
Expenses
$35,010
Net Income
-$26,965
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $821
10.2%
Investment Income $0
Net Fundraising $0
Sales of Assets $1,007
12.5%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Compensation
Key Employees and Officers Compensation Other
Jacqueline Baldwin (President) $0 $0
Brenden Healy (Secretary/tr) $0 $0
Kevin Baldwin (At Large) $0 $0
Susan Lampros (Marketing) $0 $0
Mark Lee (Sponsorships) $0 $0
Richard L Olewnik (Program Co-c) $0 $0
Gary Ruchin (At Large) $0 $0
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Document Links

990-EZ
Filed on Sept. 5, 2024

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$18,662
Expenses
$30,007
Net Income
-$11,345
Net Assets
$26,965
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,875
47.6%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $26,965
Total Liabilities $0
Net Assets $26,965
Compensation
Key Employees and Officers Compensation Other
Jacqueline Baldwin (President) $0 $0
Brenden Healy (Secretary/tr) $0 $0
Kevin Baldwin (At Large) $0 $0
Susan Lampros (Marketing) $0 $0
Mark Lee (Sponsorships) $0 $0
Richard L Olewnik (Program Co-c) $0 $0
Gary Ruchin (At Large) $0 $0
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Document Links

990-EZ
Filed on Feb. 1, 2024

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$18,976
Expenses
$32,151
Net Income
-$13,175
Net Assets
$35,381
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,291
43.7%
Investment Income $38
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $35,381
Total Liabilities $0
Net Assets $35,381
Compensation
Key Employees and Officers Compensation Other
Jacqueline Baldwin (President) $0 $0
Robert Davey (At Large) $0 $0
Elena Dixon (Program Co-c) $0 $0
Brenden Healy (Secretary/tr) $0 $0
Mark Lee (Sponsorships) $0 $0
Susan Lampros (Marketing) $0 $0
Richard L Olewnik (Program Co-c) $0 $0
Gary Ruchin (At Large) $0 $0
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990-EZ
Filed on May 11, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$16,728
Expenses
$22,550
Net Income
-$5,822
Net Assets
$53,802
Notable Sources of Revenue Percent of Total Revenue
Contributions $333
2.0%
Program Services $4,515
27.0%
Investment Income $1,204
7.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $53,802
Total Liabilities $0
Net Assets $53,802
Compensation
Key Employees and Officers Compensation Other
Jacqueline Baldwin (President) $0 $0
Elena Dixon (Program Co-c) $0 $0
Richard Olewnik (Program Co-c) $0 $0
Brenden Healy (Treasurer) $0 $0
Mark Lee (Sponsorships) $0 $0
Darlene Bailey (Marketing) $0 $0
Robert Davey (At Large) $0 $0
Gary Ruchin (At Large) $0 $0
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Document Links

990-EZ
Filed on Jan. 20, 2022

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$0
Expenses
$0
Net Income
$0
Net Assets
$56,682
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $56,682
Total Liabilities $0
Net Assets $56,682
Compensation
Key Employees and Officers Compensation Other
Bruce A Guillemette (President) $0 $0
Elena Dixon (President El) $0 $0
Robert D Davey (Immediate Pa) $0 $0
Brenden Healy (Treasurer) $0 $0
Mark Lee (Board Member) $0 $0
Richard T Mullaney (Board Member) $0 $0
Richard L Olewnik (Board Member) $0 $0
Gary Ruchin (Board Member) $0 $0
Hunter White (Board Member) $0 $0
Brett Wentzell (Vice Pres-pr) $0 $0
Jacqueline Ellisor Wiggins (Vice Pres-pr) $0 $0
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Document Links

990-EZ
Filed on July 9, 2021

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
View Filing (2 of 2)

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$33,760
Expenses
$30,657
Net Income
$3,103
Net Assets
$56,682
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,481
31.0%
Investment Income $2,060
6.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,750
11.1%
Assets/Debt
Total Assets $56,682
Total Liabilities $0
Net Assets $56,682
Compensation
Key Employees and Officers Compensation Other
Bruce A Guillemette (President) $0 $0
Elena Dixon (President El) $0 $0
Robert D Davey (Immediate Pa) $0 $0
Brenden Healy (Treasurer) $0 $0
Mark Lee (Board Member) $0 $0
Richard T Mullaney (Board Member) $0 $0
Richard L Olewnik (Board Member) $0 $0
Gary Ruchin (Board Member) $0 $0
Hunter White (Board Member) $0 $0
Brett Wentzell (Vice Pres-pr) $0 $0
Jacqueline Ellisor Wiggins (Vice Pres-pr) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 25, 2019

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$34,846
Expenses
$31,765
Net Income
$3,081
Net Assets
$53,589
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $15,324
44.0%
Investment Income $742
2.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,475
4.2%
Assets/Debt
Total Assets $53,589
Total Liabilities $0
Net Assets $53,589
Compensation
Key Employees and Officers Compensation Other
Robert D Davey (President) $0 $0
Bruce A Guillemette (President-el) $0 $0
Brenden Healy (Treasurer) $0 $0
Richard T Mullaney (Board Member) $0 $0
Richard L Olewnik (Board Member) $0 $0
Gary Ruchin (Board Member) $0 $0
Jacqueline Ellisor Wiggins (Board Member) $0 $0
Mark Lee (Board Member) $0 $0
Hunter White (Board Member) $0 $0
William Hugh Ward (Board Member) $0 $0
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Document Links

990-EZ
Filed on June 27, 2019

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$52,765
Expenses
$48,639
Net Income
$4,126
Net Assets
$50,508
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $29,109
55.2%
Investment Income $3,976
7.5%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,000
1.9%
Assets/Debt
Total Assets $50,508
Total Liabilities $0
Net Assets $50,508
Compensation
Key Employees and Officers Compensation Other
Kevin E Baldwin (President) $0 $0
Robert D Davey (President-el) $0 $0
Bruce A Guillemette (Region Nat'l) $0 $0
Timothy L Hickerson (Treasurer) $0 $0
Richard T Mullaney (Board Member) $0 $0
Richard L Olewnik (Board Member) $0 $0
Gary Ruchin (Board Member) $0 $0
Lei Wang (Board Member) $0 $0
Jacqueline Ellisor (Board Member) $0 $0
Mark Lee (Board Member) $0 $0
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Document Links

990-EZ
Filed on Oct. 15, 2018

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$56,963
Expenses
$52,040
Net Income
$4,923
Net Assets
$50,574
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $33,313
58.5%
Investment Income $1,599
2.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $50,574
Total Liabilities $0
Net Assets $50,574
Compensation
Key Employees and Officers Compensation Other
Richard Mullaney (President) $0 $0
Kevin Baldwin (Im. Past President) $0 $0
Timothy Hickerson (Treasurer) $0 $0
Bruce A Guillemette (Region Natl Advisor) $0 $0
Theodore E Affleck (Board Member) $0 $0
David A Mangs (Sponsorship Chair) $0 $0
Robert Davey (Board Member) $0 $0
Gary Ruchin (Board Member) $0 $0
John Jacobs (Membership Chair) $0 $0
Richard Olewnik (Prof. Dev. Cmte Chair) $0 $0
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990-EZ
Filed on Sept. 18, 2015

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$40,561
Expenses
$34,089
Net Income
$6,472
Net Assets
$43,996
Notable Sources of Revenue Percent of Total Revenue
Contributions $300
0.7%
Program Services $16,003
39.5%
Investment Income $1,189
2.9%
Net Fundraising $0
Sales of Assets $35
0.1%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $43,996
Total Liabilities $0
Net Assets $43,996
Compensation
Key Employees and Officers Compensation Other
Richard Mullaney (President) $0 $0
Kevin Baldwin (Im. Past President) $0 $0
Timothy Hickerson (Treasurer) $0 $0
Bruce A Guillemette (Region Natl Advisor) $0 $0
Theodore E Affleck (Director) $0 $0
David A Mangs (Sponsorship Chair) $0 $0
Robert Davey (Director) $0 $0
Gary Ruchin (Director) $0 $0
John Jacobs (Membership Chair) $0 $0
Richard Olewnik (Prof. Dev. Cmte Chair) $0 $0
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990-EZ
Filed on Sept. 16, 2014

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$39,111
Expenses
$31,360
Net Income
$7,751
Net Assets
$34,554
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $17,238
44.1%
Investment Income $789
2.0%
Net Fundraising $0
Sales of Assets $191
0.5%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $34,554
Total Liabilities $0
Net Assets $34,554

Document Links

990-EZ
Filed on Jan. 15, 2014

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$27,542
Expenses
$33,000
Net Income
-$5,458
Net Assets
$24,410
Notable Sources of Revenue Percent of Total Revenue
Contributions $13,620
49.5%
Program Services $14,950
54.3%
Investment Income $309
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,337
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $24,410
Total Liabilities $0
Net Assets $24,410

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains financial information from tax returns processed by the IRS since the 2012 calendar years, as well as data extracted from digital filings. IRS summary data also includes limited older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Most organizations that have been recognized as tax exempt by the IRS have to file the Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file the Form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard," which does not contain financial details. Churches are not required to file Form 990.

Nonprofit Explorer has organizations that are claiming tax exemption in any of the 27 subsections of the 501(c) section of the tax code. Taxable trusts and private foundations that are required to file a form 990PF are also included.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes Employer Identification Numbers and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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