Liabilities / Assets
52nd percentile
Tied with the lowest-debt nonprofits in its peer group.
990EZ • Fiscal year 2020 • EIN 14-1826848
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
52nd percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
51st percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
79th percentile
Higher net margin than 79% of similar nonprofits.
Top Officer Pay
79th percentile
Higher top officer pay than 79% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
85th percentile
Faster asset growth than 85% of similar nonprofits.
Revenue Growth
39th percentile
Faster revenue growth than 39% of similar nonprofits.
Assets
Flat$38,802
Flat from 2020
Net Assets
$38,802
No earlier filing loaded for comparison.
Liabilities
Flat$0
Flat from 2020
Revenue
Flat$42,011
Flat from 2020
Expenses
Flat$28,968
Flat from 2020
Net Income
Flat$13,043
Flat from 2020
To serve the educational needs of it's members and to establish the value of financial planning for the public.
| Description | Grants | Expenses |
|---|---|---|
| PROVIDED EDUCATIONAL SEMINARS FOR MEMBERSHIP AND INFORMATION TO THE PUBLIC REGARDING FINANCIAL PLANNING | $0 | $0 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| ADAM D MCNEILL | President | - | $0 | - | - |
| MICHAEL J BRUNELL | Treasurer | - | $0 | - | - |
| THOMAS MCGRATH | Secretary | - | $0 | - | - |
| DEREK GRAY | Director | - | $0 | - | - |
| RENE FARRINGTON | Director | - | $0 | - | - |
| SASA MIRKOVIC | Director | - | $0 | - | - |
| ROSS FABREGAS | Director | - | $0 | - | - |
| HOWARD KIBRICK | Director | - | $0 | - | - |
| MARIA NATARELLI | Director | - | $0 | - | - |
“Description: interest income. Amount: 3.”
“Description: bank charges. Amount: 133. Description: copies. Amount: 15. Description: mileage reimbursement. Amount: 20. Description: office expense. Amount: 638. Description: outside services. Amount: 13,000. Description: p.o. Box annual rental. Amount: 118. Description: paypal charges. Amount: 680. Description: program expenses. Amount: 8,091. Description: telephone. Amount: 133. Description: travel. Amount: 10. Description: website. Amount: 3,075. Description: ethics seminar. Amount: 2,500. Total to form 990-ez, line 16: 28,413.”
“Description: deposit on symposium. Beg. Of year amount: 500. End of year amount: 500.”
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/PersonNm | 0 | MICHAEL J BRUNELL CPA |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5187850134 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 11 BRITISH AMERICAN BLVD |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | LATHAM |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 12110 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 25259 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 38302 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 13043 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 500 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 25759 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 38802 |
| IRS990EZ/GrossReceiptsAmt | 0 | 42011 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 3 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 8763 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 25759 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 38802 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 25759 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 38802 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 2.00 |
| 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/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/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/PersonNm | 0 | ADAM D MCNEILL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | MICHAEL J BRUNELL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | THOMAS MCGRATH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | DEREK GRAY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | RENE FARRINGTON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | SASA MIRKOVIC |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | ROSS FABREGAS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | HOWARD KIBRICK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | MARIA NATARELLI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 500 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 500 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 28413 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO SERVE THE EDUCATIONAL NEEDS OF IT'S MEMBERS AND TO ESTABLISH THE VALUE OF FINANCIAL PLANNING FOR THE PUBLIC. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 55 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 33245 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDED EDUCATIONAL SEMINARS FOR MEMBERSHIP AND INFORMATION TO THE PUBLIC REGARDING FINANCIAL PLANNING |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | NY |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 28968 |
| IRS990EZ/TotalRevenueAmt | 0 | 42011 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.FPA.NENY.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST INCOME. AMOUNT: 3. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: BANK CHARGES. AMOUNT: 133. DESCRIPTION: COPIES. AMOUNT: 15. DESCRIPTION: MILEAGE REIMBURSEMENT. AMOUNT: 20. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 638. DESCRIPTION: OUTSIDE SERVICES. AMOUNT: 13,000. DESCRIPTION: P.O. BOX ANNUAL RENTAL. AMOUNT: 118. DESCRIPTION: PAYPAL CHARGES. AMOUNT: 680. DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 8,091. DESCRIPTION: TELEPHONE. AMOUNT: 133. DESCRIPTION: TRAVEL. AMOUNT: 10. DESCRIPTION: WEBSITE. AMOUNT: 3,075. DESCRIPTION: ETHICS SEMINAR. AMOUNT: 2,500. TOTAL TO FORM 990-EZ, LINE 16: 28,413. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: DEPOSIT ON SYMPOSIUM. BEG. OF YEAR AMOUNT: 500. END OF YEAR AMOUNT: 500. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| 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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 2 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ADAM MCNEILL |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5184587774 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-02-07 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | THE FINANCIAL PLANNING ASSOCIATION |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | OF NORTHEASTERN NEW YORK INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FINA |
| ReturnHeader/Filer/EIN | 0 | 141826848 |
| ReturnHeader/Filer/PhoneNum | 0 | 5184587774 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 11565 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | LOUDONVILLE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 12211 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 141567343 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | MARVIN AND COMPANY PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 11 BRITISH AMERICAN BLVD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | LATHAM |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 121101405 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5187850134 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2021-02-07 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | MICHAEL J BRUNELL CPA |
| ReturnHeader/ReturnTs | 0 | 2021-03-17T10:51:55-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | ADAM |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | MCNEILL |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-12-31 |
| ReturnHeader/TaxYr | 0 | 2020 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.