2025-08-12T09:08:00-05:00 2024-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-10-01 232336013 FOUNDATION FOR FINANCIAL SERVICE PROFESSIONALS FOUN 7037708100 1000 WILSON BLVD 1890 ARLINGTON VA 22209 KEVIN MAYEUX CEO 7037708100 2025-08-06 1 1 AARON M FOX P01365820 2022274000 2025-08-06 2024 2025-03-06 01:10:19Z KEVIN MAYEUX 1000 WILSON BLVD 1890 ARLINGTON VA 22209 239589 0 X HTTPS://FOUNDATION.NAIFA.ORG X 1982 PA THE FOUNDATION FOR FINANCIAL SERVICE PROFESSIONALS, A CHARITABLE ORGANIZATION CREATED IN 1982 UNDER IRC SECTION 501(C)(3), WAS ESTABLISHED BY THE LEADERSHIP OF THE SOCIETY OF FINANCIAL SERVICE PROFESSIONALS, WITH A MISSION TO IMPACT THE LIVES OF INDIVIDUALS WITH SCHOLARSHIPS AND FINANCIAL EDUCATION. 11 11 0 100 0 0 588 235208 0 0 4623 4381 0 0 5211 239589 12000 14750 0 0 13533 0 45000 0 0 1168 61169 71701 75919 -66490 163670 243000 371748 93108 7158 149892 364590 X THE FOUNDATION FOR FINANCIAL SERVICE PROFESSIONALS, A CHARITABLE ORGANIZATION CREATED IN 1982 UNDER IRC SECTION 501(C)(3), WAS ESTABLISHED BY THE LEADERSHIP OF THE SOCIETY OF FINANCIAL SERVICEPROFESSIONALS, WITH A MISSION TO IMPACT THE LIVES OF INDIVIDUALS WITH SCHOLARSHIPS AND FINANCIALEDUCATION 0 0 14750 14750 PAUL S. MILLS SCHOLARSHIP: SCHOLARSHIPS PROVIDE NEED-BASED FINANCIAL SUPPORT TO STUDENTS PURSUING UNDERGRADUATE DEGREE IN FINANCIAL SERVICE-RELATED FIELDS. JOURNAL AUTHOR AWARD: ADVANCE SCHOLARLY RESEARCH AND WRITING TO BUILD THE LIBRARY OF KNOWLEDGE IN FINANCIAL SERVICES. 14750 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X ERNESTINE DAVIS 7037708100 1000 WILSON BLVD 1890 ARLINGTON VA 22209 X KEVIN MAYEUX CEO 1.00 X X 0 0 0 TROY D BRANCH SECRETARY 1.00 X X 0 0 0 JAMES M CHRISTIAN TRUSTEE 1.00 X 0 0 0 KIRK SADILEK TRUSTEE 1.00 X 0 0 0 TOM FRIDRICH TRUSTEE 1.00 X 0 0 0 ERNIE GUERRIERO TRUSTEE 1.00 X 0 0 0 JACQUELIN BALDWIN TRUSTEE 1.00 X 0 0 0 KELLY DANCY TRUSTEE 1.00 X 0 0 0 JESSE DOGILLO TRUSTEE 1.00 X 0 0 0 ANDREW RINN TRUSTEE 1.00 X 0 0 0 DAVID MAOLA CEO (UNTIL 12/24) 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 235208 235208 4381 4381 239589 0 0 4381 14750 14750 60000 60000 1169 1169 75919 14750 61169 0 0 186490 243000 185258 243000 371748 49000 4000 44108 3158 93108 7158 X 149892 364590 149892 364590 243000 371748 X 163670 3441 47587 X X 0 1 X 1 0 X 211708 18691 55350 588 235208 521545 211708 18691 55350 588 235208 521545 255546 265999 7199 5477 5466 4623 4381 27146 548691 0.48480 0.90990 X SCHEDULE A PART II THE ORGANIZATION'S CURRENT FYE OF 12/31/24 HAD THE PRIOR FISCAL YEAR ENDS OF 9/30/21, 9/30/22, 9/30/23, AND 9/30/24. COLUMN E REFLECTS SHORT YEAR 10/1/24 TO 12/31/24. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 INTERCOMPANY LOAN 3158 3158 X 241861 3441 3441 238420 1169 1169 239589 74750 0 74750 1169 1169 75919 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THE APPLICATION OF THE STANDARD HAD NO EFFECT ON THE NET ASSETS OF THE FOUNDATION AS IT WAS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS. 1 PAULS. MILLS SCHOLARSHIPS JOURNAL AUTHOR CASH AWARDS PART I, LINE 2: EACH SCHOLARSHIP AND AWARD IS APPROVED BY THE BOARD OF TRUSTEES ON AN INDIVIDUAL BASIS. THE FOUNDATION'S MANAGEMENT IS THEN AUTHORIZED TO DISTRIBUTE THE FUNDS. CHECKS FOR THE PAULS. MILLS SCHOLARSHIP PROGRAM ARE MADE PAYABLE TO THE DESIGNATED COLLEGE OR UNIVERSITY. CHECKS FOR THE JOURNAL AUTHOR AWARDS ARE PAID DIRECTLY TO EACH AWARD RECIPIENT AS CHOSEN BY AN INDEPENDENT PANEL OF JUDGES. FORM 990, PART VI, SECTION A, LINE 4 EFFECTIVE OCTOBER 17, 2024, FSP FOUNDATION AMENDED ITS BYLAWS TO GIVE NAIFA THE POWER TO APPOINT ITS BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. A COPY IS PROVIDED TO THE ENTIRE GOVERNING BODY PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO ALL DIRECTORS. POTENTIAL CONFLICTS ARE REPORTED TO THE BOARD; THIS BODY WILL DECIDE IF AN ACTUAL CONFLICT EXISTS. WHILE THE BOARD IS DECIDING, THE INTERESTED DIRECTOR SHALL NOT PARTICIPATE IN THE DELIBERATION OR THE VOTE. ANNUAL DISCLOSURE OF CONFLICTS IS REQUIRED. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT COMPENSATE ANY PERSON WHO MEETS THE INTERNAL REVENUE SERVICE DEFINITION OF OFFICER OR KEY EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN ACCOUNTING PERIOD 47,587. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.