Liabilities / Assets
47th percentile
Tied with the lowest-debt nonprofits in its peer group.
990EZ • Fiscal year 2013 • EIN 13-3527414
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
47th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
48th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
15th percentile
Higher net margin than 15% of similar nonprofits.
Top Officer Pay
67th percentile
Higher top officer pay than 67% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
14th percentile
Faster asset growth than 14% of similar nonprofits.
Revenue Growth
40th percentile
Faster revenue growth than 40% of similar nonprofits.
Assets
Down$18,230
Down $5,422 (-23%) from 2012
Net Assets
Down$18,230
Down $5,422 (-23%) from 2012
Liabilities
$0
No earlier filing loaded for comparison.
Revenue
Down$34,246
Down $884 (-2.5%) from 2012
Expenses
Up$39,668
Up $851 (+2.2%) from 2012
Net Income
Down-$5,422
Down $1,735 (-47%) from 2012
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 |
|---|---|---|---|---|---|
| DAVID PARKER | President | PT | $0 | - | - |
| MARK BROWNSTEIN | Past President | - | $0 | - | - |
| ADAM KALENDER | Secretary | - | $0 | - | - |
| ANTHONY LEOPIZZI | Chairperson | PT | $0 | - | - |
| RODD BERRO | Treasurer | - | $0 | - | - |
| SANFORD WOLLMAN | Public Awareness Director | - | $0 | - | - |
| MICHEL GARDNER | Sponsorship Director | - | $0 | - | - |
| LARRY LUXENBERG | Public Relations Director | - | $0 | - | - |
| JOHN A POLITI | Programs Co-Director | - | $0 | - | - |
| GEORGE KOELTL | Programs Co-Director | - | $0 | - | - |
| LAURA MEDIGOVICH | Government Relations Director | - | $0 | - | - |
| THOMS W AUSFAHL | Membership Director | PT | $0 | - | - |
“Description: SPONSORSHIP REVENUES. Amount: 2,650. Description: INTEREST. Amount: 4. Total to Form 990-EZ, line 8: 2,654.”
“Description: BANK FEES. Amount: 66. Description: REGULAR MEETINGS. Amount: 14,870. Description: SUBCONTRACT ADMINISTRATION. Amount: 17,709. Description: OFFICE CONNECTION. Amount: 403. Description: WEB HOST. Amount: 1,188. Description: BOARD EXPENSES. Amount: 740. Description: LEADERSHIP CONFERENCE. Amount: 2,482. Description: LEGISLATIVE DAY. Amount: 610. Description: MARKETING. Amount: 500. Description: PACE FINANCIAL EDUCATION DAY. Amount: 38. Description: MISCELLANEOUS. Amount: 612. Total to Form 990-EZ, line 16: 39,218.”
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/BusinessNameLine1 | 0 | RODD BERRO |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8453699422 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 36 NICHOLS RD |
| IRS990EZ/BooksInCareOfDetail/USAddress/City | 0 | ARMONK |
| IRS990EZ/BooksInCareOfDetail/USAddress/State | 0 | NY |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 10502 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 23652 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 18230 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -5422 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 450 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 23652 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 18230 |
| IRS990EZ/GrossReceiptsAmt | 0 | 34246 |
| 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 | 22710 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 23652 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 18230 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 23652 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 18230 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 8.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 11 | 5.00 |
| 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 | DAVID PARKER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | MARK BROWNSTEIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | ADAM KALENDER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | ANTHONY LEOPIZZI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | RODD BERRO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | SANFORD WOLLMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | MICHEL GARDNER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | LARRY LUXENBERG |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | JOHN A POLITI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | GEORGE KOELTL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | LAURA MEDIGOVICH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | THOMS W AUSFAHL |
| 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 | PUBLIC AWARENESS DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | SPONSORSHIP DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | PUBLIC RELATIONS DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | PROGRAMS CO-DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | PROGRAMS CO-DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | GOVERNMENT RELATIONS DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | MEMBERSHIP DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 39218 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 2654 |
| 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 | 8882 |
| 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 | 39668 |
| IRS990EZ/TotalRevenueAmt | 0 | 34246 |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.FPAGHV.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description: SPONSORSHIP REVENUES. Amount: 2,650. Description: INTEREST. Amount: 4. Total to Form 990-EZ, line 8: 2,654. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description: BANK FEES. Amount: 66. Description: REGULAR MEETINGS. Amount: 14,870. Description: SUBCONTRACT ADMINISTRATION. Amount: 17,709. Description: OFFICE CONNECTION. Amount: 403. Description: WEB HOST. Amount: 1,188. Description: BOARD EXPENSES. Amount: 740. Description: LEADERSHIP CONFERENCE. Amount: 2,482. Description: LEGISLATIVE DAY. Amount: 610. Description: MARKETING. Amount: 500. Description: PACE FINANCIAL EDUCATION DAY. Amount: 38. Description: MISCELLANEOUS. Amount: 612. Total to Form 990-EZ, line 16: 39,218. |
| 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 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | RODD BERRO |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8453699422 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-02-13 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | FINANCIAL PLANNING ASSOCIATION OF |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2 | 0 | GREATER HUDSON VALLEY |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FINA |
| ReturnHeader/Filer/EIN | 0 | 133527414 |
| ReturnHeader/Filer/PhoneNum | 0 | 8453699422 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | C/O RODD BERRO TREAS 36 NICHOLS RD |
| ReturnHeader/Filer/USAddress/City | 0 | ARMONK |
| ReturnHeader/Filer/USAddress/State | 0 | NY |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 10504 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 134010352 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | KRISTIN KRAUSKOPF CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 153 STEVENS AVENUE 7 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | MT VERNON |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | NY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 10550 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9146994500 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Kristin Krauskopf CPA |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2014-03-02T13:55:12-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2013-12-31 |
| ReturnHeader/TaxYr | 0 | 2013 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.
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