Civic Intelligence

Financial Planning Association of LI Inc

EIN 11-3544100 • 501(c)6 • West Hempstead, NY

Profile

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.

749 Colonade RoadWest Hempstead, NY 11552
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

19th percentile

-25%

Higher net margin than 19% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

23rd percentile

-26%

Faster asset growth than 23% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

35th percentile

-10%

Faster revenue growth than 35% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$47,871

Down $16,800 (-26%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$47,871

Down $16,800 (-26%) from 2023

Revenue

Down

$66,476

Down $7,647 (-10%) from 2023

Expenses

Up

$83,276

Up $1,492 (+1.8%) from 2023

Net Income

Down

-$16,800

Down $9,139 (-119%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2010: $103,030Liabilities 2010: $0Net Assets 2010: $103,0302010Assets 2011: $74,703Liabilities 2011: $0Net Assets 2011: $74,7032011Assets 2012: $57,656Liabilities 2012: $0Net Assets 2012: $57,6562012Assets 2013: $51,689Liabilities 2013: $0Net Assets 2013: $51,6892013Assets 2014: $54,303Liabilities 2014: $0Net Assets 2014: $54,3032014Assets 2015: $40,422Liabilities 2015: $0Net Assets 2015: $40,4222015Assets 2016: $62,188Liabilities 2016: $0Net Assets 2016: $62,1882016Assets 2017: $63,614Liabilities 2017: $0Net Assets 2017: $63,6142017Assets 2018: $79,847Liabilities 2018: $0Net Assets 2018: $79,8472018Assets 2020: $50,584Liabilities 2020: $0Net Assets 2020: $50,5842020Assets 2021: $86,674Liabilities 2021: $0Net Assets 2021: $86,6742021Assets 2022: $74,320Liabilities 2022: $2,000Net Assets 2022: $72,3202022Assets 2023: $64,671Liabilities 2023: $0Net Assets 2023: $64,6712023Assets 2024: $47,871Liabilities 2024: $0Net Assets 2024: $47,8712024

Highlighted filing

2024

Assets$47,871
Liabilities$0
Net Assets$47,871

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2010: $191,187Expenses 2010: $183,173Net Income 2010: $8,0142010Revenue 2011: $170,907Expenses 2011: $199,234Net Income 2011: -$28,3272011Revenue 2012: $156,492Expenses 2012: $173,539Net Income 2012: -$17,0472012Revenue 2013: $145,671Expenses 2013: $151,638Net Income 2013: -$5,9672013Revenue 2014: $155,697Expenses 2014: $153,083Net Income 2014: $2,6142014Revenue 2015: $135,994Expenses 2015: $149,875Net Income 2015: -$13,8812015Revenue 2016: $167,297Expenses 2016: $145,531Net Income 2016: $21,7662016Revenue 2017: $164,003Expenses 2017: $162,577Net Income 2017: $1,4262017Revenue 2018: $142,587Expenses 2018: $126,354Net Income 2018: $16,2332018Revenue 2020: $57,036Expenses 2020: $84,104Net Income 2020: -$27,0682020Revenue 2021: $91,442Expenses 2021: $55,352Net Income 2021: $36,0902021Revenue 2022: $76,176Expenses 2022: $90,530Net Income 2022: -$14,3542022Revenue 2023: $74,123Expenses 2023: $81,784Net Income 2023: -$7,6612023Revenue 2024: $66,476Expenses 2024: $83,276Net Income 2024: -$16,8002024

Highlighted filing

2024

Revenue$66,476
Expenses$83,276
Net Income-$16,800

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.00$0.48$0.66$0.83$0.17
2023Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.74$0.82$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.02$0.72$0.76$0.91$0.14
2021Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.91$0.55$0.36
2020Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.57$0.84$0.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.00$0.80$1.43$1.26$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.00$0.64$1.64$1.63$0.01
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.62$0.00$0.62$1.67$1.46$0.22
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.00$0.40$1.36$1.50$0.14
2014Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$1.56$1.53$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$1.46$1.52$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.00$0.58$1.56$1.74$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.00$0.75$1.71$1.99$0.28
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.00$1.03$1.91$1.83$0.08
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 7, 2024
Return Version
2023v5.1
Gross Receipts
$78,605
Mission and Program Overview

Mission

To promote the financial planning industry and to educate its members.

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.

Program Services

DescriptionGrantsExpenses
SYMPOSIUM EXPENDITURES TO PROMOTE INDUSTRY AND TO EDUCATE MEMBERS$0$9,907
MONTHLY PROGRAM EXPENDITURES TO PROMOTE INDUSTRY AND TO EDUCATE MEMBERS$0$4,564
GOLF OUTING EXPENDITURES FOR NETWORKING EVENT FOR MEMBERS TO PROMOTE FINANCIAL PLANNING$4,482$0
OTHER CONFERENCES AND MEETINS TO PROMOTE INDUSTRY AND TO EDUCATE MEMBERS$0$1,114
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK A BADAMIChairman Of The BoardPT$0--
DONNA E LASCALAChapter PresidentPT$0--
PAMELA DIAMONDCo-TreasurerPT$0--
SCOTT SANDERSCo-TreasurerPT$0--
KIMBERLY BRANCHSecretary-$0--
STEPHEN CONROYDirector Of MembershipPT$0--
PETER CRAIGCo-Director-$0--
MATTHEW KWELLERCo-Director-$0--
MITCHELL GOLDBERGDirector Of Social Media-$0--
SUSAN QUIGLEYDirector Of Advocacy-$0--
LAWRENCE SANGIRARDIDirector Programs-$0--
ROBERT TOLLINDirector Of Pro Bono-$0--
Filing and Contact Details

Filer

Filer Name
Financial Planning Association
EIN
11-3544100
Phone
5165422004
Address
749 COLONADE ROAD, WEST HEMPSTEAD, NY 11552

Signing Officer

Name
Donna E Lascala Rfc Cdfa
Title
President
Phone
5165422004
Signed
2024-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Fuller Lowenberg & Co Cpas Pc
Address
200 MOTOR PKWY D-24, HAUPPAUGE, NY 11788
Preparer
Christopher Lowenberg CPA
Phone
6314997900
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 67.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: gifts. Amount: 52. Description: board & committee expenses. Amount: 1,063. Description: office expenses. Amount: 925. Description: payroll expenses. Amount: 4,586. Description: professional fees. Amount: 765. Description: administrative expenses. Amount: 2,463. Description: advertising & marketing. Amount: 11,441. Description: insurance. Amount: 1,094. Description: conferences, conventions & meetings. Amount: 14,470. Total to form 990-ez, line 16: 36,859.

Form 990-ez, Part II, Line 24 - Other Assets

Description: prepaid unemployment insurance. Beg. Of year amount: 0. End of year amount: 35.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: payroll liabilities. Beg. Of year amount: 2,000. End of year amount: 0.

Raw XML Appendix180 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0PAMELA DIAMOND CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum05165387604
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0749 COLONADE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WEST HEMPSTEAD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd011552
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt074332
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt064636
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-7661
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt074332
IRS990EZ/Form990TotalAssetsGrp/EOYAmt064671
IRS990EZ/FundraisingGrossIncomeAmt08520
IRS990EZ/GrossReceiptsAmt078605
IRS990EZ/GroupExemptionNum03687
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt067
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt014038
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt072332
IRS990EZ/NetAssetsOrFundBalancesEOYAmt064671
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt072332
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt064671
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt94.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt102.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt113.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARK A BADAMI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DONNA E LASCALA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PAMELA DIAMOND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SCOTT SANDERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KIMBERLY BRANCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5STEPHEN CONROY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PETER CRAIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MATTHEW KWELLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MITCHELL GOLDBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9SUSAN QUIGLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10LAWRENCE SANGIRARDI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11ROBERT TOLLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN OF THE BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAPTER PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR OF MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CO-DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CO-DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR OF SOCIAL MEDIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR OF ADVOCACY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR OF PRO BONO
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt035
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt036859
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE 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.
IRS990EZ/ProgramServiceRevenueAmt055980
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SYMPOSIUM EXPENDITURES TO PROMOTE INDUSTRY AND TO EDUCATE MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MONTHLY PROGRAM EXPENDITURES TO PROMOTE INDUSTRY AND TO EDUCATE MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2GOLF OUTING EXPENDITURES FOR NETWORKING EVENT FOR MEMBERS TO PROMOTE FINANCIAL PLANNING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3OTHER CONFERENCES AND MEETINS TO PROMOTE INDUSTRY AND TO EDUCATE MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt24482
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09907
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14564
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt31114
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt044925
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt04482
IRS990EZ/SpecialEventsNetIncomeLossAmt04038
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt081784
IRS990EZ/TotalProgramServiceExpensesAmt015585
IRS990EZ/TotalRevenueAmt074123
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0FPALI.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 67.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: GIFTS. AMOUNT: 52. DESCRIPTION: BOARD & COMMITTEE EXPENSES. AMOUNT: 1,063. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 925. DESCRIPTION: PAYROLL EXPENSES. AMOUNT: 4,586. DESCRIPTION: PROFESSIONAL FEES. AMOUNT: 765. DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 2,463. DESCRIPTION: ADVERTISING & MARKETING. AMOUNT: 11,441. DESCRIPTION: INSURANCE. AMOUNT: 1,094. DESCRIPTION: CONFERENCES, CONVENTIONS & MEETINGS. AMOUNT: 14,470. TOTAL TO FORM 990-EZ, LINE 16: 36,859.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PREPAID UNEMPLOYMENT INSURANCE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 35.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: PAYROLL LIABILITIES. BEG. OF YEAR AMOUNT: 2,000. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNA E LASCALA RFC CDFA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05165422004
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL PLANNING ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF LI INC
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0113544100
ReturnHeader/Filer/PhoneNum05165422004
ReturnHeader/Filer/USAddress/AddressLine1Txt0749 COLONADE ROAD
ReturnHeader/Filer/USAddress/CityNm0WEST HEMPSTEAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011552
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200066099
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FULLER LOWENBERG & CO CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 MOTOR PKWY D-24
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAUPPAUGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011788
ReturnHeader/PreparerPersonGrp/PhoneNum06314997900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER LOWENBERG CPA
ReturnHeader/ReturnTs02024-11-12T14:49:09-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)6 • <$500k nonprofits