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← FINANCIAL PLANNING ASSOCIATION

Form 990-EZ for tax year 2024

Filed by FINANCIAL PLANNING ASSOCIATION.

Totals

Total revenue
$66,476
Total expenses
$83,276
Contributions and grants received
not reported
Grants paid
not reported
Program service revenue
$49,919
Membership dues (line 3)
$12,137
Investment income (line 4)
$32
Gain or loss on sale of assets (line 5c)
not reported
Gaming and fundraising events, net (line 6d)
$4,388
Gross profit on inventory sales (line 7c)
not reported
Other revenue (line 8)
not reported
Total assets, end of year
$47,871
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$47,871
Program service expenses (Part III)
$17,979

Program services were 21.6% 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 FPA OF LONG ISLAND CHAPTER, THROUGH ITS PROGRAM MEETINGS AND ANNUAL SYMPOSIUM PROVIDES AN EDUCATIONAL AND NETWORKING FORUM FOR PROFESSIONAL FINANCIAL PLANNERS SO THEY MAY PROVIDE THE HIGHEST LEVEL OF SERVICE TO THEIR CLIENTS.WE PROMOTE ACTIVITIES ON LONG ISLAND TO BENEFIT THE FINANCIAL PLANNING PROFESSION, OUR MEMBERS AND THE GENERAL PUBLIC.THE LONG ISLAND CHAPTER WILL CONTINUE TO BUILD AND RETAIN A GROWING MEMBERSHIP WITH ASHARED VISION.

  • SYMPOSIUM EXPENDITURES TO PROMOTE INDUSTRY AND TO EDUCATE MEMBERS

    Expenses $8,997

  • MONTHLY PROGRAM EXPENDITURES TO PROMOTE INDUSTRY AND TO EDUCATE MEMBERS

    Expenses $2,062

  • GOLF OUTING EXPENDITURES FOR NETWORKING EVENT FOR MEMBERS TO PROMOTE FINANCIAL PLANNING

    Expenses $5,482

  • OTHER CONFERENCES AND MEETINGS TO PROMOTE INDUSTRY AND TO EDUCATE MEMBERS

    Expenses $1,438

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part IV

  • Mark A Badami

    CHAPTER PRESIDENT

    Total calculated
    $0
    Hours/week
    10

  • Donna Lascala

    CHAIRMAN OF THE BOARD

    Total calculated
    $0
    Hours/week
    10

  • Pamela Diamond

    CO-TREASURER

    Total calculated
    $0
    Hours/week
    5

  • Stephen Conroy

    DIRECTOR OF MEMBERSHIP

    Total calculated
    $0
    Hours/week
    5

  • Peter Craig

    DIRECTOR OF NEXGEN

    Total calculated
    $0
    Hours/week
    2

  • Mitchell Goldberg

    DIRECTOR OF SOCIAL MEDIA

    Total calculated
    $0
    Hours/week
    2

  • Susan Quigley

    DIRECTOR OF ADVOCACY

    Total calculated
    $0
    Hours/week
    4

  • Lawrence Sangirardi

    DIRECTOR OF PROGRAMS

    Total calculated
    $0
    Hours/week
    2

  • Robert Tollin

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • Elissa Weick

    CHAPTER EXECUTIVE

    Total calculated
    $0
    Hours/week
    2

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
4 November 2025
IRS schema version
2024v5.2
Source object
202513109349201101

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