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Society Of Financial Service Professionals

  • Houston, TX
  • Tax-exempt since Aug. 1966
  • EIN: 74-6072736

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Organization summary might be incomplete or out of date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.

Summary charts: organization finances over time

Revenue
$10.2k (2022)

Expenses
$13.4k (2022)

Total Assets
$0 (2022)

Total Liabilities
$0 (2022)

Source: Form 990 tax filings from 2012 to 2022

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. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$10,160
Expenses
$13,427
Net Income
-$3,267
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $366
3.6%
Program Services $9,794
96.4%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
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
Jeff E Riley (President) $0 $0
Anna Kavanaugh (Past Preside) $0 $0
Axel Lindholm (Director) $0 $0
Irando Darvish (Secretary/Tr) $0 $0
Dagon L Garris Jr (Membershiip) $0 $0
Chris Buford (Director) $0 $0
Matt Mccleary (Programs) $0 $0
George Reynolds (Director) $0 $0
Reagan Porter (Executive Di) $0 $0
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Document Links

990-EZ
Filed on June 27, 2022

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

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$8,126
Expenses
$11,258
Net Income
-$3,132
Net Assets
$3,267
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,126
100%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $3,267
Total Liabilities $0
Net Assets $3,267
Compensation
Key Employees and Officers Compensation Other
Jeff E Riley (President) $0 $0
Anna Kavanaugh (Past Preside) $0 $0
Axel Lindholm (Director) $0 $0
Irando Darvish (Secretary/Tr) $0 $0
Dagon L Garris Jr (Membershiip) $0 $0
Matt Mccleary (Programs) $0 $0
George Reynolds (Director) $0 $0
Reagan Porter (Executive Di) $0 $0
+ View more people

Document Links

990-EZ
Filed on Dec. 13, 2021

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

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$37,020
Expenses
$37,389
Net Income
-$369
Net Assets
$6,405
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,455
28.2%
Program Services $26,565
71.8%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $6,405
Total Liabilities $0
Net Assets $6,405
Compensation
Key Employees and Officers Compensation Other
Jeff E Riley (President) $0 $0
Anna Kavanaugh (Past Preside) $0 $0
Axel Lindholm (Director) $0 $0
Irando Darvish (Secretary/Tr) $0 $0
Dagon L Garris Jr (Membershiip) $0 $0
Matt Mccleary (Programs) $0 $0
George Reynolds (Director) $0 $0
Reagan Porter (Executive Di) $0 $0
+ View more people

Document Links

990-EZ
Filed on Dec. 13, 2021

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

View Filing
XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$41,933
Expenses
$41,144
Net Income
$789
Net Assets
$6,768
Notable Sources of Revenue Percent of Total Revenue
Contributions $11,180
26.7%
Program Services $30,753
73.3%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $6,768
Total Liabilities $0
Net Assets $6,768
Compensation
Key Employees and Officers Compensation Other
Jeff E Riley (President) $0 $0
Anna Kavanaugh (Past Preside) $0 $0
Axel Lindholm (Director) $0 $0
Irando Darvish (Secretary/Tr) $0 $0
Dagon L Garris Jr (Membershiip) $0 $0
Chris Buford (Director) $0 $0
Matt Mccleary (Programs) $0 $0
George Reynolds (Director) $0 $0
Reagan Porter (Executive Di) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 14, 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
$49,285
Expenses
$56,334
Net Income
-$7,049
Net Assets
$5,979
Notable Sources of Revenue Percent of Total Revenue
Contributions $12,976
26.3%
Program Services $36,309
73.7%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $5,979
Total Liabilities $0
Net Assets $5,979
Compensation
Key Employees and Officers Compensation Other
Gene Peeples Clu (President) $0 $0
Anna Kavanaugh (President El) $0 $0
Jeff E Riley (Secretary/Tr) $0 $0
Russell Hall Jd Llm (Past Preside) $0 $0
Irando Darvish Mba (Director) $0 $0
Alex Howard Srr Incorporated (Director) $0 $0
E George Reynolds Aig (Director) $0 $0
Ann Baker Ronn Clu Chfc Lutcf (Director) $0 $0
Axel Lindholm Jd Knighton Stone (Director) $0 $0
Dagon L Garris Jr Mba Lutcf Cltc (Director) $0 $0
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Document Links

990-EZ
Filed on Nov. 8, 2018

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
$43,657
Expenses
$40,194
Net Income
$3,463
Net Assets
$13,027
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,596
24.3%
Program Services $33,060
75.7%
Investment Income $1
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $13,027
Total Liabilities $0
Net Assets $13,027
Compensation
Key Employees and Officers Compensation Other
Gene Peeples Clu (President) $0 $0
Anna Kavanaugh (President El) $0 $0
Jeff E Riley (Secretary/Tr) $0 $0
Russell Hall Jd Llm (Past Preside) $0 $0
John T Mccabe (Director) $0 $0
Irando Darvish Mba (Director) $0 $0
Alex Howard Srr Incorporated (Director) $0 $0
E George Reynolds Aig (Director) $0 $0
Ann Baker Ronn Clu Chfc Lutcf (Director) $0 $0
Axel Lindholm Jd Knighton Stone (Director) $0 $0
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Document Links

990-EZ
Filed on Nov. 13, 2017

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

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$52,022
Expenses
$48,829
Net Income
$3,193
Net Assets
$11,166
Notable Sources of Revenue Percent of Total Revenue
Contributions $16,215
31.2%
Program Services $35,806
68.8%
Investment Income $1
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $11,150
Total Liabilities -$16
Net Assets $11,166

Document Links

990-EZ

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

PDF
PDF (2 of 2)

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$57,564
Expenses
$61,981
Net Income
-$4,417
Net Assets
$7,973
Notable Sources of Revenue Percent of Total Revenue
Contributions $15,609
27.1%
Program Services $41,954
72.9%
Investment Income $1
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $7,973
Total Liabilities $0
Net Assets $7,973

Document Links

990-EZ

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

PDF

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$47,899
Expenses
$51,601
Net Income
-$3,702
Net Assets
$12,390
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $33,432
69.8%
Investment Income $2
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $12,390
Total Liabilities $0
Net Assets $12,390
Compensation
Key Employees and Officers Compensation Other
Larry Smith (President) $0 $0
Jo Casady (Past President) $0 $0
Brian Cororve (President Elect) $0 $0
Russ Hall (Secretary/Treasurer) $0 $0
Patrick Dickson (Director) $0 $0
Steve Guerra (Director) $0 $0
Alyson Guest (Director) $0 $0
Rosanne Kaufmann (Director) $0 $0
Anna Kavanaugh (Director) $0 $0
George Reynolds (Director) $0 $0
Cindi Schorr (Executive Director) $0 $0
Chad Kuriger (National Advisor) $0 $0
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Document Links

990-EZ
Filed on Nov. 12, 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
$48,336
Expenses
$50,558
Net Income
-$2,222
Net Assets
$16,092
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $31,370
64.9%
Investment Income $2
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $16,092
Total Liabilities $0
Net Assets $16,092

Document Links

990-EZ
Filed on Dec. 27, 2013

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 990-EZ
Revenue
$51,396
Expenses
$48,036
Net Income
$3,360
Net Assets
$18,314
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $32,835
63.9%
Investment Income $2
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $18,314
Total Liabilities $0
Net Assets $18,314

Document Links

990-EZ

Short form 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-EZ

Short form 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-EZ

Short form 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-EZ

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

PDF

Fiscal Year Ending June
2008

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-EZ

Short form 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-EZ

Short form 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-EZ

Short form 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-EZ

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

PDF

About 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 information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include 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 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?

Every organization that has been recognized as tax exempt by the IRS has to file 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 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."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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 EINs 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. Bulk PDF downloads since 2017 are available from the IRS.
  • 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 »

Byline

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.

Updated