Society Of Financial Service Professionals Orange County Chapt in San Clemente, California (CA)

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Society Of Financial Service Professionals Orange County Chapt
Employer Identification Number (EIN)956153436
Name of OrganizationSociety Of Financial Service Professionals Orange County Chapt
In Care of NameLouis Gardner
Address203 Trafalgar Lane, San Clemente, CA 92672
Websitehttp://sfsp.net/orangecounty
ActivitiesOther school related activities, Professional association
SubsectionBusiness League
Ruling Date05/1967
DeductibilityContributions are not deductible
FoundationAll organizations except 501(c)(3)
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period2013
Assets$0
Income$0
Filing Requirement990 - 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


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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

Financial snapshot ($)

Revenue, Expenses, and Changes in Net Assets or Fund Balances
201120122013
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
201120122013
Total assets$38,449$39,694$44,326
Total liabilities$0$0$0
Net assets or fund balances$38,449$39,694$44,326
Other Information
201120122013
Did the organization engage in any significant activity not previously reported to the IRS?NoNo
Were any significant changes made to the organizing or governing documents?NoNo
Did the organization have unrelated business gross income of $1,000 or more during the year from business activitiesNoNoNo
Has the organization filed a Form 990-T for the year?NoNo
Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year?NoNo
Amount of political expenditures, direct or indirect$0$0
Did the organization file Form 1120-POL for this year?NoNo
Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return?NoNo
Total amount involved$0$0
Initiation fees and capital contributions$0$0$0
Gross receipts for public use of club facilities$0$0$0
Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ?NoNo
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?NoNo
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:Not provided
Number of organizations supported0
Sum of amounts of support$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1International Insurance Society Inc8000 Utopia Pkwy, Queens, NY 11439-9000NY1969-07$2,431,370
2Naifa-Idaho Inc2361 E Van Oker St, Meridian, ID 83646-3694ID1966-04$62,170
3Charlotte Association Of Life Underwriters, Naifa Charlotte4600 Park Road Suite 303, Charlotte, NC 28209NC1966-11$53,995
4Buffalo Association Of Insurance And Financial Advisors Inc6500 Sheridan Dr Ste 300, Williamsville, NY 14221-4824NY1942-12$39,379
5Southwestern Connecticut Life Underwriters Association56 Partridge Dr, Waterbury, CT 06708-3327CT1973-09$36,512
6Society Of Financial Service Professionals Orange County Chapt203 Trafalgar Lane, San Clemente, CA 92672CA1967-05$14,583
7Central Valley Life Underwriters Association Incorporated15 S Rose St, Lodi, CA 95240-1927CA1991-11$0
8Prince Georges Life Underwriters Association Inc, Naifa Prince GeorgesP O Box 1233, Bowie, MD 20718MD1977-11$0
9Spokane Life Underwriters AssociationPO BOX 11212, Spokane, WA 99211-1212WA1934-01$0
Number of organizations performing similar types of work
California2
Connecticut1
Idaho1
Maryland1
North Carolina1
New York2
Washington1
Total9

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