Association For Financial Professionals On W Ny
- Assets
- $25.8k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Rochester, NY
- Founding
- 03/1992
- Data as of
- 06/2023
- EIN
- 16-1374545
Organization Overview
Association For Financial Professionals On W Ny is located in Rochester, NY. The organization was established in 1992. According to its NTEE Classification (S03) the organization is classified as: Professional Societies & Associations, under the broad grouping of Community Improvement & Capacity Building and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Association For Financial Professionals On W NY is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 06/2023, Association For Financial Professionals On W NY generated $21.9k in total revenue. The organization has seen a slow decline revenue. Over the past 8 years, revenues have fallen by an average of (1.4%) each year. All expenses for the organization totaled $32.0k during the year ending 06/2023. As we would expect to see with falling revenues, expenses have declined by (2.4%) per year over the past 8 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3
EDUCATIONAL MEETINGS AND CONFERENCES WHICH PROVIDE A FORUM FOR THE ACTIVE AND OPEN EXCHANGE OF CONCEPTS AND TECHNIQUES RELATED TO THE PRACTICE OF FINANCIAL MANAGEMENT.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Josh Kaplan President | 1 | $0 | |
Joe Pereira Co-Vp/treasurer | 1 | $0 | |
April Anderson Co-Vp/treasurer | 0.5 | $0 | |
Ross Graney Conference Co-Chair | 1 | $0 | |
Frank Cipriano Meeting/venue Chair | 1 | $0 | |
Andrew Zemrac Conference Co-Chair | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $19,690 |
| Membership dues | $2,175 |
| Investment income | $2 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $21,867 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $0 |
| Professional fees and other payments to independent contractors | $975 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $30,994 |
| Total expenses | $31,969 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $25,822 |
| Other assets | $0 |
| Total assets | $25,822 |
| Total liabilities | $0 |
| Net assets or fund balances | $25,822 |