TY 2018 Form 990EZ

Form990EZ

Department of the Treasury
Internal Revenue Service

Short Form
Return of Organization Exempt From Income Tax

Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)

Do not enter social security numbers on this form as it may be made public.

Go to www.irs.gov/Form990EZ for instructions and the latest information.

OMB No. 1545-1150

2018

Open to Public
Inspection

Check if applicable:

Address change

Name change

Initial return

Final return/terminated

Amended return

Application pending

C Name of organization
NATIONAL CAPITAL CHAPTER OF THE SOCIETY
OF FINANCIAL SERVICE PROFESSIONALS

Number and street (or P. O. box, if mail is not delivered to street address)PO BOX 5153
Room/suite

City or town, state or province, country, and ZIP or foreign postal code ARLINGTON, VA22205

D Employer identification number

52-6072927

E Telephone number

(703) 532-8778

F Group Exemption
Number bullet

Part ⅢStatement of Program Service Accomplishments (see the instructions for Part III) Check if the organization used Schedule O to respond to any question in this Part III . .	Expenses (Required for section 501(c)(3) and 501(c)(4) organizations; optional for others.)
What is the organization's primary exempt purpose? The National Capital Chapter of the Society of Financial Service Professionals (FSP) is a local network of credentialed professionals working in diverse financial disciplines. It is a chapter of the National Society of Financial Service Professionals.The Society's core values are "Relationships, Ethics and Education". Its mission is to promote professionalism among its members by delivering top-quality continuing education programming, by establishing and rewarding the highest standards of ethical conduct, and by cultivating mutually beneficial relationships among credentialed financial service professionals. At the local level, this is undertaken through providing members with cutting edge continuing education, professional ethics training, professional networking events.
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. In a clear and concise manner, describe the services provided, the number of persons benefited, and other relevant information for each program title.
28 The Society provides meetings, Continuing Education seminars and various publications designed to educate members and advance the field of financial service professionals. (Grants $ ) If this amount includes foreign grants, check here ...		28a
29 (Grants $ ) If this amount includes foreign grants, check here ...		29a
30 (Grants $ ) If this amount includes foreign grants, check here ...		30a
31 Other program services (describe in Schedule O) ................ (Grants $ ) If this amount includes foreign grants, check here...	31a
32 Total program service expenses (add lines 28a through 31a)..........	32

(a) Name and title	(b) Average hours per week devoted to position	(c) Reportable compensation (Forms W-2/1099-MISC) (if not paid, enter -0-)	(d) Health benefits, contributions to employee benefit plans, and deferred compensation	(e) Estimated amount of other compensation
Pamela Morand President	1.00	0
Jason Dall'Acqua Secretary Treas	1.00	0
Christoper Rieley Director	1.00	0
Jyotsna Gautam Director	1.00	0
Bill Keen Director	1.00	0
Sara Mikulsky Director	1.00	0
Carolyn Rogers Director	1.00	0
Christopher Thomas Vice President	1.00	0

Yes

Did the organization engage in lobbying activities or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II .......................

Is the organization a school as described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E ..

49a

Did the organization make any transfers to an exempt non-charitable related organization?......

49a

If "Yes," was the related organization a section 527 organization?................

49b

Complete this table for the organization's five highest compensated employees (other than officers, directors, trustees and key employees) who each received more than $100,000 of compensation from the organization. If there is none, enter "None."

(a) Name and title of each employee	(b) Average hours per week devoted to position	(c) Reportable compensation (Forms W-2/1099-MISC)	(d) Health benefits, contributions to employee benefit plans, and deferred compensation	(e) Estimated amount of other compensation
NONE

Total number of other employees paid over $100,000 ............. bullet

Complete this table for the organization's five highest compensated independent contractors who each received more than $100,000 of compensation from the organization. If there is none, enter "None."

(a) Name and business address of each independent contractor	(b) Type of service	(c) Compensation
NONE

Return Reference	Explanation
Other Expenses.1002	Office Expenses $11
Other Expenses.1007	Conferences, Conventions, and Meetings $7973
Other Expenses.1	Professional Night expense $74728
Other Expenses.2	Community Outreach Event $1845
Other Expenses.3	Continuing Education $854
Other Expenses.4	Membership Development $725
Other Expenses.5	Telephone and Fax $398
Other Expenses.6	Corporate filings $334
Other Expenses.7	Board Leadership $312
Other Expenses.9	Miscellaneou $92
Total Liabilities.1001	Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $670

Return Reference

Explanation

Other Expenses.1002

Office Expenses $11

Other Expenses.1007

Conferences, Conventions, and Meetings $7973

Other Expenses.1

Professional Night expense $74728

Other Expenses.2

Community Outreach Event $1845

Other Expenses.3

Continuing Education $854

Other Expenses.4

Membership Development $725

Other Expenses.5

Telephone and Fax $398

Other Expenses.6

Corporate filings $334

Other Expenses.7

Board Leadership $312

Other Expenses.9

Miscellaneou $92

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $670

1	Contributions, gifts, grants, and similar amounts received ....................	1
2	Program service revenue including government fees and contracts ...............	2	77,042
3	Membership dues and assessments ...........................	3	18,632
4	Investment income ...........................	4	1,875
5a	Gross amount from sale of assets other than inventory .....	5a
b	Less: cost or other basis and sales expenses .......	5b	0
c	Gain or (loss) from sale of assets other than inventory (Subtract line 5b from line 5a) ......	5c
6	Gaming and fundraising events
a	Gross income from gaming (attach Schedule G if greater than $15,000)	6a
b	Gross income from fundraising events (not including $ of contributions from fundraising events reported on line 1) (attach Schedule G if the			sum of such gross income and contributions exceeds $15,000) ..	6b	0
c	Less: direct expenses from gaming and fundraising events ...	6c	0
d	Net income or (loss) from gaming and fundraising events (add lines 6a and 6b and subtract line 6c)	6d
7a	Gross sales of inventory, less returns and allowances ......	7a
b	Less: cost of goods sold .............	7b	0
c	Gross profit or (loss) from sales of inventory (Subtract line 7b from line 7a) .........	7c
8	Other revenue (describe in Schedule O) ..........	8
9	Total revenue. Add lines 1, 2, 3, 4, 5c, 6d, 7c, and 8 ..............	9	97,549

10	Grants and similar amounts paid (list in Schedule O) ............	10
11	Benefits paid to or for members ................	11
12	Salaries, other compensation, and employee benefits ................	12
13	Professional fees and other payments to independent contractors ............	13	24,050
14	Occupancy, rent, utilities, and maintenance ...................	14
15	Printing, publications, postage, and shipping ..............	15	332
16	Other expenses (describe in Schedule O) ..............	16	87,272
17	Total expenses. Add lines 10 through 16 ..............	17	111,654

18	Excess or (deficit) for the year (Subtract line 17 from line 9) ............	18	-14,105
19	Net assets or fund balances at beginning of year (from line 27, column (A)) (must agree with
	end-of-year figure reported on prior year’s return) ............	19	110,384
20	Other changes in net assets or fund balances (explain in Schedule O) ..........	20	3,288
21	Net assets or fund balances at end of year. Combine lines 18 through 20 .......	21	99,567

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Software Version:	2018v3.1