Totals
- Total revenue
- $94,955
- Total expenses
- $96,757
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $48,873
- Membership dues (line 3)
- $46,082
- Investment income (line 4)
- $0
- 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
- $119,123
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $119,123
- 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 · 2023
Primary exempt purpose
The purpose of the Chapter is to support the Financial Planning Assocation's purpose and policies.
-
Conference 7/19/2023 - Hosted a full day RIA Investment Management education conference for our members. Members were able to partake in a number of in person education presentations for continuing education credits.
-
4/27/2023-4/28/2023: Hosted a 2 day virtual forum on Zoom for our members. Members were presented with two half days of education presentations that they could receive continuing education credits.
-
6/18/2023: Hosted a social chapter networking event at Live Axe in NYC where members could network with an engaging axe throwing activity.
-
11/15/2023: Hosted a joint event with the NY STEP (Society of Trust & Estate Planners) chapter, giving our members an opportunity to network with this group of allied professionals.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part IV
-
Erin Slocum
President
- Total calculated
- $0
- Hours/week
- 5
-
Kristin Gregory
Secretary and Treasurer
- Total calculated
- $0
- Hours/week
- 5
-
Timothy Hamilton
President Elect
- 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
- 2023
- Filed
- 24 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202432989349200533
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