2025-11-15T12:39:26-05:00 2024-12-31 521753100 RYAN & WETMORE PC 3 BETHESDA METRO CENTER RD STE 320 BETHESDA MD 20814 990 2024-01-01 522116419 SOCIETY FOR FINANCIAL EDUCATION & PROFESSIONAL DEVELOPMENT SOCI 7039203807 1800 DIAGONAL ROAD ALEXANDRIA VA 22314 THEODORE DANIELS PRESIDENT 7039203807 2025-11-13 true true TRACI L GETZ CPA P00347444 3015850506 2025-11-14 2024 2025-03-06 01:10:19Z THEODORE DANIELS 700 LOCH NESS CIR FORT WASHINGTON MD 20744 1491687 false X HTTPS://SFEPD.ORG/ X 1998 TO ENHANCE THE FINANCIAL AND ECONOMIC LITERACY OF INDIVIDUALS AND AMERICAN HOUSEHOLDS 16 16 6 17 0 926218 1349800 74588 130249 3231 7701 74588 3937 1078625 1491687 0 0 316365 502091 0 54438 719502 1017497 1035867 1519588 42758 -27901 564088 540856 18580 23249 545508 517607 X TO ENHANCE THE FINANCIAL AND ECONOMIC LITERACY OF INDIVIDUALS AND AMERICAN HOUSEHOLDS false false 1177746 180249 IN 2024, THE SOCIETY FOR FINANCIAL EDUCATION & PROFESSIONAL DEVELOPMENT (SFEPD) SIGNIFICANTLY ADVANCED ITS MISSION TO ENHANCE FINANCIAL AND ECONOMIC LITERACY ACROSS THE UNITED STATES. THE ORGANIZATION EXPANDED ITS STUDENT AMBASSADOR PROGRAM TO 42 HISTORICALLY BLACK COLLEGES AND UNIVERSITIES (HBCUS), ENGAGING 230 AMBASSADORS WHO FACILITATED PEER-LED FINANCIAL EDUCATION INITIATIVES ON THEIR CAMPUSES. SFEPD ALSO LAUNCHED THE "MIND OVER MONEY SKILLS" CERTIFICATION PROGRAM IN COLLABORATION WITH HAMPTON UNIVERSITY, OFFERING AN EIGHT-MODULE CURRICULUM COVERING ESSENTIAL FINANCIAL TOPICS SUCH AS BUDGETING, CREDIT MANAGEMENT, INVESTING, AND GENERATIONAL WEALTH BUILDING. ADDITIONALLY, SFEPD CONDUCTED A SERIES OF SEMINARS AND WORKSHOPS AIMED AT INDIVIDUALS AND FAMILIES, FOCUSING ON PRACTICAL FINANCIAL SKILLS TO EMPOWER PARTICIPANTS TO MAKE INFORMED ECONOMIC DECISIONS. 1177746 true true false false false false false false false false false false false false true false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 227 0 true 6 true false false false false false false false false X 16 16 true false false false false false false true true false false true false false false false false false X X THEODORE DANIELS 7039203807 1800 DIAGONAL ROAD ALEXANDRIA VA 22314 X THEODORE DANIELS PRESIDENT 32.00 X 157693 0 6307 LEN FOXWELL BOARD MEMBER 5.00 X 0 0 0 DR GHIRMAY GHEBREYESUS BOARD MEMBER 5.00 X 0 0 0 DR BARBARA C HOWARD BOARD MEMBER 5.00 X 0 0 0 DR BARBARA JONES BOARD MEMBER 5.00 X 0 0 0 JANICE RATTLEY BOARD MEMBER 5.00 X 0 0 0 DR MOHAMMAD ROBBANI BOARD MEMBER 5.00 X 0 0 0 BONNIE WALLACE BOARD MEMBER 5.00 X 0 0 0 ROBERT WESLEY BOARD MEMBER 5.00 X 0 0 0 DR MARY WHITE BOARD MEMBER 5.00 X 0 0 0 REV KEISHA PATRICK WILSON BOARD MEMBER 5.00 X 0 0 0 SCOTT BINDER TREASURER 5.00 X 0 0 0 JACKELYN HOWARD SECRETARY 5.00 X 0 0 0 MICHAEL PUGH CEO 5.00 X 0 0 0 157693 6307 2 false true false 150000 1199800 1349800 SPONSORSHIP 541800 108000 108000 CONFERENCE REVENUE 999999 22249 22249 130249 7701 7701 OTHER REVENUE 3937 3937 3937 1491687 141887 399617 210990 144992 43635 50412 44692 5720 17202 17202 34860 34860 16687 16687 91550 73536 9007 9007 36462 13424 23038 46866 46866 705 705 91510 90803 707 2403 2403 185 185 PROGRAMS 503868 503868 ANNUAL CONFERENCE 141446 141446 PROFESSIONAL FEES 62946 52121 9029 1796 SOFTWARE EXPENSE 17765 17765 5104 5104 1519588 1177746 287404 54438 360827 375656 203261 160962 4238 564088 540856 18580 23249 18580 23249 X 545508 517607 545508 517607 564088 540856 X -27901 X true X false false false X 481002 742504 725271 926218 1349800 4224795 481002 742504 725271 926218 1349800 4224795 567816 3656979 4224795 141887 0.86560 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED CREDIT CARD PAYABLE 23249 23249 false false false false false false false false false THEODORE DANIELS PRESIDENT 157693 6307 164000 FORM 990 THE AMOUNTS REPORTED ON FORM 990, PART IX, DIFFER FROM THE FINANCIAL STATEMENTS DUE TO THE ORGANIZATION'S USE OF THE CASH BASIS OF ACCOUNTING FOR TAX REPORTING PURPOSES. ACCRUAL-BASED ITEMS SUCH AS ACCRUED PAYROLL, ACCOUNTS PAYABLE, AND ACCOUNTS RECEIVABLE WERE REVERSED IN THE RETURN TO COMPLY WITH IRS CASH BASIS REPORTING RULES. FORM 990, PAGE 2, PART III, LINE 4A IN 2024, THE SOCIETY FOR FINANCIAL EDUCATION & PROFESSIONAL DEVELOPMENT (SFEPD) SIGNIFICANTLY ADVANCED ITS MISSION TO ENHANCE FINANCIAL AND ECONOMIC LITERACY ACROSS THE UNITED STATES. THE ORGANIZATION EXPANDED ITS STUDENT AMBASSADOR PROGRAM TO 42 HISTORICALLY BLACK COLLEGES AND UNIVERSITIES (HBCUS), ENGAGING 230 AMBASSADORS WHO FACILITATED PEER-LED FINANCIAL EDUCATION INITIATIVES ON THEIR CAMPUSES. SFEPD ALSO LAUNCHED THE "MIND OVER MONEY SKILLS" CERTIFICATION PROGRAM IN COLLABORATION WITH HAMPTON UNIVERSITY, OFFERING AN EIGHT-MODULE CURRICULUM COVERING ESSENTIAL FINANCIAL TOPICS SUCH AS BUDGETING, CREDIT MANAGEMENT, INVESTING, AND GENERATIONAL WEALTH BUILDING. ADDITIONALLY, SFEPD CONDUCTED A SERIES OF SEMINARS AND WORKSHOPS AIMED AT INDIVIDUALS AND FAMILIES, FOCUSING ON PRACTICAL FINANCIAL SKILLS TO EMPOWER PARTICIPANTS TO MAKE INFORMED ECONOMIC DECISIONS. FORM 990, PAGE 6, PART VI, LINE 2 UNA DANIELS-EDWARDS THEODORE DANIELS VP PRESIDENT DAUGHTER GLORIA DANIELS THEODORE DANIELS SECRETARY PRESIDENT SPOUSE FORM 990, PAGE 6, PART VI, LINE 11B THE RETURN IS DISTRIBUTED TO ALL BOARD MEMBERS FOR REVIEW. FORM 990, PAGE 6, PART VI, LINE 18 SECTION 6104 REQUIRES AN ORGANIZATION TO MAKE ITS FORM 1023, 990, AND 990- T AVAILABLE FOR PUBLIC INSPECTION. IT IS AVAILABLE UPON REQUEST, SEE 2023 RETURN. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 A PRIOR PERIOD ADJUSTMENT WAS MADE TO CORRECT THE BEGINNING NET ASSETS BALANCE. THE ENDING NET ASSETS REPORTED ON THE PRIOR YEARS FORM 990 DID NOT ACCURATELY REFLECT THE ORGANIZATIONS FINANCIAL POSITION DUE TO AN ERROR. THE ADJUSTMENT ALIGNS BEGINNING NET ASSETS FOR THE CURRENT YEAR WITH CORRECTED BALANCES ON A CASH BASIS.