Investment Traders Association Of Philadelphia is located in Conshohocken, PA. The organization was established in 1945. According to its NTEE Classification (S41) the organization is classified as: Chambers of Commerce & Business Leagues, 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. Investment Traders Association Of Philadelphia 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 12/2023, Investment Traders Association Of Philadelphia generated $86.9k in total revenue. This organization has experienced exceptional growth, as over the past 9 years, it has increased revenue by an average of 15.5% each year . All expenses for the organization totaled $86.6k during the year ending 12/2023. While expenses have increased by 12.6% per year over the past 9 years. They've been increasing with an increasing level of total revenue. 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
ORGANIZATION IS A PROFESSIONAL ASSOCIATION OF INVESTMENT TRADERS IN THE PHILADELPHIA AREA. THE PURPOSE IS TO APPRISE THE MEMBERS OF UPCOMING PRACTICES IN THE INVESTMENT INDUSTRY A
| Name (title) | Role | Hours | Compensation | 
|---|---|---|---|
| Carlos Jimenez Officer | 0 | $0 | |
| John Dunfee Vice President | 0 | $0 | |
| George Psitos Secretarytreasurer | 0 | $0 | |
| Michael Kinsella Officer | 0 | $0 | |
| Christina Kowalski President | 0 | $0 | |
| James Nolen Officer | 0 | $0 | 
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 | 
| Total Program Service Revenue | $0 | 
| Membership dues | $12,750 | 
| Investment income | $0 | 
| Gain or Loss | $0 | 
| Net Income from Gaming & Fundraising | $74,126 | 
| Other Revenue | $0 | 
| Total Revenue | $86,876 | 
| 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 | $0 | 
| Occupancy, rent, utilities, and maintenance | $0 | 
| Printing, publications, postage, and shipping | $0 | 
| Other expenses | $86,575 | 
| Total expenses | $86,575 | 
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $102,134 | 
| Other assets | $0 | 
| Total assets | $102,134 | 
| Total liabilities | $0 | 
| Net assets or fund balances | $102,134 |