Society Of Financial Service Professionals Orange County Chapt in San Clemente, California (CA)
| Society Of Financial Service Professionals Orange County Chapt |
| Employer Identification Number (EIN) | 956153436 |
| Name of Organization | Society Of Financial Service Professionals Orange County Chapt |
| In Care of Name | Louis Gardner |
| Address | 203 Trafalgar Lane, San Clemente, CA 92672 |
| Website | http://sfsp.net/orangecounty |
| Activities | Other school related activities, Professional association |
| Subsection | Business League |
| Ruling Date | 05/1967 |
| Deductibility | Contributions are not deductible |
| Foundation | All organizations except 501(c)(3) |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 2013 |
| Assets | $0 |
| Income | $0 |
| Filing Requirement | 990 - Required to file Form 990-N - Income less than $25,000 per year |
| Asset Amount | $38,449 |
| Amount of Income | $14,583 |
| Form 990 Revenue Amount | $14,583 |
| National Taxonomy of Exempt Entities (NTEE) | Mutual/Membership Benefit Organizations, Other: Insurance Providers, Services |
Amount of income in 2013: $14,583 (it was $10,584 in 2012)
| This organization: | $14,583 |
| Other organizations performing similar types of work: | $53,995 |
Assets in 2013: $38,449 (it was $39,694 in 2012)
| Society Of Financial Service Professionals Orange County Chapt: | $38,449 |
| Other organizations performing similar types of work: | $53,187 |
Expenses in 2013: $5,049
| This organization: | $5,049 |
| Other organizations performing similar types of work: | $49,902 |
Income to expenses ratio in 2013: 2.9
| This organization: | 2.9 |
| Other organizations performing similar types of work: | 1.1 |
| Revenue, Expenses, and Changes in Net Assets or Fund Balances |
| 2011 | 2012 | 2013 |
|---|
| Total revenue | $14,583 | $10,584 | $9,681 |
| Contributions, gifts, grants, and similar amounts received | $0 | $0 | $0 |
| Program service revenue including government fees and contracts | $0 | $0 | $0 |
| Membership dues and assessments | $14,583 | $10,584 | $9,681 |
| Investment income | $0 | $0 | $0 |
| Gain/Loss from sale of assets other than inventory | $0 | $0 | $0 |
| Net income/loss from gaming and fundraising events | $0 | $0 | $0 |
| Gross profit/loss from sales of inventory | $0 | $0 | $0 |
| Other revenue | $0 | $0 | $0 |
| Total expenses | $7,182 | $9,339 | $5,049 |
| Total net assets | $38,449 | $39,694 | $44,326 |
| Excess/Deficit for the year | $7,401 | $1,245 | $4,632 |
| Net assets or fund balances at beginning of year | $26,739 | $38,449 | $39,694 |
| Other changes in net assets or fund balances | $4,309 | $0 | $0 |
| Net assets or fund balances at end of year | | $39,694 | $44,326 |
| Balance Sheets |
| 2011 | 2012 | 2013 |
|---|
| Total assets | $38,449 | $39,694 | $44,326 |
| Total liabilities | $0 | $0 | $0 |
| Net assets or fund balances | $38,449 | $39,694 | $44,326 |
| Reason for Public Charity Status (for 2013) |
| The organization is not a private foundation because it is: | Not provided |
| Number of organizations supported | 0 |
| Sum of amounts of support | $0 |
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| Organizations performing similar types of work |
| Id | Name | Address | State | Established | Total Income |
|---|
| 1 | International Insurance Society Inc | 8000 Utopia Pkwy, Queens, NY 11439-9000 | NY | 1969-07 | $2,431,370 |
| 2 | Naifa-Idaho Inc | 2361 E Van Oker St, Meridian, ID 83646-3694 | ID | 1966-04 | $62,170 |
| 3 | Charlotte Association Of Life Underwriters, Naifa Charlotte | 4600 Park Road Suite 303, Charlotte, NC 28209 | NC | 1966-11 | $53,995 |
| 4 | Buffalo Association Of Insurance And Financial Advisors Inc | 6500 Sheridan Dr Ste 300, Williamsville, NY 14221-4824 | NY | 1942-12 | $39,379 |
| 5 | Southwestern Connecticut Life Underwriters Association | 56 Partridge Dr, Waterbury, CT 06708-3327 | CT | 1973-09 | $36,512 |
| 6 | Society Of Financial Service Professionals Orange County Chapt | 203 Trafalgar Lane, San Clemente, CA 92672 | CA | 1967-05 | $14,583 |
| 7 | Central Valley Life Underwriters Association Incorporated | 15 S Rose St, Lodi, CA 95240-1927 | CA | 1991-11 | $0 |
| 8 | Prince Georges Life Underwriters Association Inc, Naifa Prince Georges | P O Box 1233, Bowie, MD 20718 | MD | 1977-11 | $0 |
| 9 | Spokane Life Underwriters Association | PO BOX 11212, Spokane, WA 99211-1212 | WA | 1934-01 | $0 |
| Number of organizations performing similar types of work |
| California | 2 |
| Connecticut | 1 |
| Idaho | 1 |
| Maryland | 1 |
| | North Carolina | 1 |
| New York | 2 |
| Washington | 1 |
|
| Total | 9 |
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