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Rhode Island Society of Financial Service Professionals

Company Details

Name: Rhode Island Society of Financial Service Professionals
Jurisdiction: Rhode Island
Entity type: Domestic Non-Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 14 Jul 1981 (44 years ago)
Identification Number: 000029614
ZIP code: 02886
County: Kent County
Principal Address: 2400 POST ROAD, WARWICK, RI, 02886, USA
Purpose: ASSOCIATION OF FINANCIAL SERVICE PROFESSIONALS.
Historical names: THE RHODE ISLAND CHAPTER OF THE AMERICAN SOCIETY OF CLU
Rhode Island Chapter of The American Society of CLU & ChFC

Industry & Business Activity

NAICS

813920 Professional Organizations

This industry comprises establishments primarily engaged in promoting the professional interests of their members and the profession as a whole. These establishments may conduct research; develop statistics; sponsor quality and certification standards; lobby public officials; or publish newsletters, books, or periodicals for distribution to their members. Learn more at the U.S. Census Bureau

Agent

Name Role Address
MARK A. MALE Agent 2400 POST ROAD, WARWICK, RI, 02886, USA

PRESIDENT

Name Role Address
JOHNATHAN MATTRULLO PRESIDENT 501 WAMPANOAG TRAIL SUITE 200 EAST PROVIDENCE, RI 02915 USA

SECRETARY

Name Role Address
TRAVIS MCDERMOTT ESQ SECRETARY 40 WESTMINSTER STREET PROVIDENCE, RI 02903 USA

TREASURER

Name Role Address
KIMBERLY WYMAN CPA TREASURER 300 CENTERVILLE ROAD, THE SUMMIT WEST, SUITE 350 WARWICK, RI 02886 USA

DIRECTOR

Name Role Address
JACK HUTSON DIRECTOR 2400 POST ROAD WARWICK, RI 02886 USA
ANTHONY BARTLETT DIRECTOR ONE BOYLSTON STREET WORCESTER, MA 01605 USA

Events

Type Date Old Value New Value
Name Change 1999-12-13 Rhode Island Chapter of The American Society of CLU & ChFC Rhode Island Society of Financial Service Professionals
Name Change 1987-07-08 THE RHODE ISLAND CHAPTER OF THE AMERICAN SOCIETY OF CLU Rhode Island Chapter of The American Society of CLU & ChFC

Filings

Number Name File Date
202453593030 Annual Report 2024-05-01
202339358630 Annual Report 2023-07-11
202338438450 Revocation Notice For Failure to File An Annual Report 2023-06-20
202221374470 Annual Report 2022-07-18
202220489850 Revocation Notice For Failure to File An Annual Report 2022-06-28
202198535450 Annual Report 2021-06-22
202042404910 Annual Report 2020-06-17
201995555690 Annual Report 2019-06-06
201870525910 Statement of Change of Registered/Resident Agent 2018-06-25
201870524300 Annual Report 2018-06-25

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
05-0308300 Corporation Unconditional Exemption CO 2400 POST ROAD, WARWICK, RI, 02886-0000 1965-09
In Care of Name -
Group Exemption Number 0000
Subsection Board of Trade, Business League, Chamber of Commerce, Real Estate Board
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Educational Organization, Local Association of Employees, Horticultural Organization, Business League, Voluntary Employees' Beneficiary Association (Govt. Emps.), Mutual Ditch or Irrigation Co., Cemetery Company, Other Mutual Corp. or Assoc.
Deductibility Contributions are not deductible.
Foundation All organizations except 501(c)(3)
Tax Period 2023-06
Asset 1 to 9,999
Income 1 to 9,999
Filing Requirement 990 - Required to file Form 990-N - Income less than $50,000 per year
PF Filing Requirement No 990-PF return
Accounting Period Jun
Asset Amount 7571
Income Amount 2561
Form 990 Revenue Amount 2561
National Taxonomy of Exempt Entities -
Sort Name -

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name RHODE ISLAND SOCIETY OF FINANCIAL SERVICE PROFESSIONALS
EIN 05-0308300
Tax Period 202206
Filing Type E
Return Type 990O
File View File
Organization Name RHODE ISLAND SOCIETY OF FINANCIAL SERVICE PROFESSIONALS
EIN 05-0308300
Tax Period 201906
Filing Type E
Return Type 990O
File View File
Organization Name RHODE ISLAND SOCIETY OF FINANCIAL SERVICE PROFESSIONALS
EIN 05-0308300
Tax Period 201806
Filing Type E
Return Type 990O
File View File
Organization Name RHODE ISLAND SOCIETY OF FINANCIAL SERVICE PROFESSIONALS
EIN 05-0308300
Tax Period 201706
Filing Type E
Return Type 990O
File View File
Organization Name RHODE ISLAND SOCIETY OF FINANCIAL SERVICE PROFESSIONALS
EIN 05-0308300
Tax Period 201606
Filing Type E
Return Type 990O
File View File

Date of last update: 06 Apr 2025

Sources: Rhode Island Department of State