Liabilities / Assets
46th percentile
Tied with the lowest-debt nonprofits in its peer group.
990EZ • Fiscal year 2016 • EIN 13-3527414
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
46th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
46th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
45th percentile
Higher net margin than 45% of similar nonprofits.
Top Officer Pay
69th percentile
Higher top officer pay than 69% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
49th percentile
Faster asset growth than 49% of similar nonprofits.
Revenue Growth
83rd percentile
Faster revenue growth than 83% of similar nonprofits.
Assets
Up$20,130
Up $356 (+1.8%) from 2015
Net Assets
Up$20,130
Up $356 (+1.8%) from 2015
Liabilities
Flat$0
Flat from 2015
Revenue
Up$36,751
Up $7,136 (+24%) from 2015
Expenses
Up$36,395
Up $2,644 (+7.8%) from 2015
Net Income
Up$356
Up $4,492 (+109%) from 2015
To provide an educational framework through meetings and forums by which current and aspiring financial planners may learn all aspects of financial planning.
To provide an educational framework through meetings and forums by which current and aspiring financial planners may learn all aspects of financial planning
| Description | Grants | Expenses |
|---|---|---|
| THE ORGANIZATION OF APPROXIMATELY 200 MEMBERS MAINTAINS8 TO 10 MONTHLY MEETINGS EACH YEAR COVERNING INFORMATIVETOPICS FOR MEMBER USE IN PROVIDING FINANCIAL SERVICESTO THE PUBLIC | $0 | $0 |
| IN ADDITION TO THE ABOVE THE ORGANIZATION COMMUNICATES THROUGH A WEBSITE AND ITS NEWLETTER TO WHICH ALL MEMBERSAND THE PUBLIC MAY ACCESS IN DRAWING UPON FINANCIAL PLANNERS AND OTHER SOURCE REFERENCES | $0 | $0 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| THOMAS AUSFAHL | President | PT | $0 | - | - |
| DAVID PARKER | Past President | - | $0 | - | - |
| DAVID PARKER | Secretary | - | $0 | - | - |
| MARK BROWNSTEIN | Chairperson | PT | $0 | - | - |
| ANDREW HOWOWITZ | Treasurer | PT | $0 | - | - |
| LARRY LUXENBERG | Sponsorship Director | - | $0 | - | - |
| STEVE LUONGO | Programs Chairperson | - | $0 | - | - |
| LAURA MEDIGOVICH | Government Relations Direc | - | $0 | - | - |
| RANDOLPH FREESE | Membership Director | PT | $0 | - | - |
| MARCIA KAPLAN | Allied Professional Direct | - | $0 | - | - |
| ALFIE SCHLOSS | Programs Committee | - | $0 | - | - |
| NEIL LUBARSKY | Programs Committee | - | $0 | - | - |
“Description: SPONSORSHIP REVENUES. Amount: 3,750.”
“Description: BANK FEES. Amount: 36. Description: REGULAR MEETINGS. Amount: 14,833. Description: SUBCONTRACT ADMINISTRATION. Amount: 19,199. Description: OFFICE CONNECTION. Amount: 295. Description: WEB HOST. Amount: 203. Description: BOARD EXPENSES. Amount: 970. Description: INSURANCE. Amount: 145. Description: MISCELLANEOUS. Amount: 264. Total to Form 990-EZ, line 16: 35,945.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | ANDREW HOROWITZ |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8453699422 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 36 NICHOLS RD |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | ARMONK |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 10502 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 19774 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 20130 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 356 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 450 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 19774 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 20130 |
| IRS990EZ/GrossReceiptsAmt | 0 | 36751 |
| IRS990EZ/GroupExemptionNum | 0 | 3687 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIVInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 24792 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 19774 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 20130 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 19774 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 20130 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 6.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 8.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 11 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | THOMAS AUSFAHL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | DAVID PARKER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | DAVID PARKER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | MARK BROWNSTEIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | ANDREW HOWOWITZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | LARRY LUXENBERG |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | STEVE LUONGO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | LAURA MEDIGOVICH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | RANDOLPH FREESE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | MARCIA KAPLAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | ALFIE SCHLOSS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | NEIL LUBARSKY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PAST PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | CHAIRPERSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | SPONSORSHIP DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | PROGRAMS CHAIRPERSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | GOVERNMENT RELATIONS DIREC |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | MEMBERSHIP DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | ALLIED PROFESSIONAL DIRECT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | PROGRAMS COMMITTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | PROGRAMS COMMITTEE |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 35945 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 3750 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO PROVIDE AN EDUCATIONAL FRAMEWORK THROUGH MEETINGS AND FORUMS BY WHICH CURRENT AND ASPIRING FINANCIAL PLANNERS MAY LEARN ALL ASPECTS OF FINANCIAL PLANNING |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 8209 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | THE ORGANIZATION OF APPROXIMATELY 200 MEMBERS MAINTAINS8 TO 10 MONTHLY MEETINGS EACH YEAR COVERNING INFORMATIVETOPICS FOR MEMBER USE IN PROVIDING FINANCIAL SERVICESTO THE PUBLIC |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | IN ADDITION TO THE ABOVE THE ORGANIZATION COMMUNICATES THROUGH A WEBSITE AND ITS NEWLETTER TO WHICH ALL MEMBERSAND THE PUBLIC MAY ACCESS IN DRAWING UPON FINANCIAL PLANNERS AND OTHER SOURCE REFERENCES |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 36395 |
| IRS990EZ/TotalRevenueAmt | 0 | 36751 |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.FPAGHV.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description: SPONSORSHIP REVENUES. Amount: 3,750. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description: BANK FEES. Amount: 36. Description: REGULAR MEETINGS. Amount: 14,833. Description: SUBCONTRACT ADMINISTRATION. Amount: 19,199. Description: OFFICE CONNECTION. Amount: 295. Description: WEB HOST. Amount: 203. Description: BOARD EXPENSES. Amount: 970. Description: INSURANCE. Amount: 145. Description: MISCELLANEOUS. Amount: 264. Total to Form 990-EZ, line 16: 35,945. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 8 - Other Revenue |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Line 16 - Other Expenses |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | The 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/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ANDREW HOROWITZ |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8453699422 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-03-18 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | FINANCIAL PLANNING ASSOCIATION OF |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | GREATER HUDSON VALLEY |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FINA |
| ReturnHeader/Filer/EIN | 0 | 133527414 |
| ReturnHeader/Filer/PhoneNum | 0 | 8453699422 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | A HOROWITZ 427 BEDFORD ROAD No 330 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | PLEASANTVILLE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 10570 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 22B91888EAC330F3A443C16C00335715476FB6D2 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 4142A026A4CA503405434EBB0FDF608710071771 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 71.183.79.22 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2017-03-18 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | ED |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 16:05:01 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 134010352 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | KRISTIN KRAUSKOPF CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 153 STEVENS AVENUE 7 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | MT VERNON |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 10550 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9146994500 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Kristin Krauskopf CPA |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2017-04-04T13:13:27-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-12-31 |
| ReturnHeader/TaxYr | 0 | 2016 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.