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← FINANCIAL PLANNING ASSOCIATION

Form 990-EZ for tax year 2023

Filed by FINANCIAL PLANNING ASSOCIATION.

Totals

Total revenue
$74,123
Total expenses
$81,784
Contributions and grants received
not reported
Grants paid
not reported
Program service revenue
$55,980
Membership dues (line 3)
$14,038
Investment income (line 4)
$67
Gain or loss on sale of assets (line 5c)
not reported
Gaming and fundraising events, net (line 6d)
$4,038
Gross profit on inventory sales (line 7c)
not reported
Other revenue (line 8)
not reported
Total assets, end of year
$64,671
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$64,671
Program service expenses (Part III)
$15,585

Program services were 19.1% of total expenses calculated — Part III's total program service expenses over total expenses, both as filed.

Mission and programs · 2023

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 $9,907

  • MONTHLY PROGRAM EXPENDITURES TO PROMOTE INDUSTRY AND TO EDUCATE MEMBERS

    Expenses $4,564

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

    Grants $4,482

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

    Expenses $1,114

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part IV

  • Mark A Badami

    CHAIRMAN OF THE BOARD

    Total calculated
    $0
    Hours/week
    10

  • Donna E Lascala

    CHAPTER PRESIDENT

    Total calculated
    $0
    Hours/week
    10

  • Pamela Diamond

    CO-TREASURER

    Total calculated
    $0
    Hours/week
    5

  • Scott Sanders

    CO-TREASURER

    Total calculated
    $0
    Hours/week
    5

  • Kimberly Branch

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Stephen Conroy

    DIRECTOR OF MEMBERSHIP

    Total calculated
    $0
    Hours/week
    5

  • Peter Craig

    CO-DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Matthew Kweller

    CO-DIRECTOR

    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 PROGRAMS

    Total calculated
    $0
    Hours/week
    2

  • Robert Tollin

    DIRECTOR OF PRO BONO

    Total calculated
    $0
    Hours/week
    3

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
2023
Filed
7 November 2024
IRS schema version
2023v5.1
Source object
202433179349204053

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