Totals
- Total revenue
- $82,883
- Total expenses
- $93,966
- Contributions and grants received
- not reported
- Grants paid
- $0
- Program service revenue
- $37,786
- Membership dues (line 3)
- $45,097
- Investment income (line 4)
- not reported
- Gain or loss on sale of assets (line 5c)
- $0
- Gaming and fundraising events, net (line 6d)
- $0
- Gross profit on inventory sales (line 7c)
- $0
- Other revenue (line 8)
- $0
- Total assets, end of year
- $105,180
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $105,180
- Program service expenses (Part III)
- $0
Program services were 0.0% of total expenses calculated — Part III's total program service expenses over total expenses, both as filed.
Mission and programs · 2024
Primary exempt purpose
The purpose of the Chapter is to support the Financial Planning Association's purpose and policies.
-
5/16/2024- Hosted an in-person Media Training event at Investopedia. Attendees learned how to speak with media and how to get involved with media discussions.
-
4/27/2024-4/28/2024: Hosted a virtual forum on Zoom for our members. Members were presented with two half days of education presentations that they could receive continuing education credits for.
-
6/18/2024: Hosted a social chapter networking event at Five Iron in NYC.
-
11/6/2024: Hosted an educational event at Harbor Capital, giving our members an opportunity to network with this group of allied professionals.
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part IV
-
Kristin Gregory
Secretary and Treasurer
- Total calculated
- $0
- Hours/week
- 5
-
Erin Slocum
President (part year)/ Board member
- Total calculated
- $0
- Hours/week
- 5
-
Timothy Hamilton
President Elect (part year)/President
- Total calculated
- $0
- Hours/week
- 5
-
Edward Hadad
Sponsorship Director
- Total calculated
- $0
- Hours/week
- 1
-
Anora Gaudiano
Membership Director
- Total calculated
- $0
- Hours/week
- 2
-
Stephanie Chau
Advocacy Director
- Total calculated
- $0
- Hours/week
- 5
-
Ross Natoli
Programming Director
- Total calculated
- $0
- Hours/week
- 2
-
Eli Baer
NexGen Director
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part IV of the Form 990-EZ: compensation, contributions to benefit plans, expense account, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990_ez
- Tax year
- 2024
- Filed
- 23 July 2025
- IRS schema version
- 2024v5.1
- Source object
- 202532049349200143
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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