Liabilities / Assets
49th percentile
Tied with the lowest-debt nonprofits in its peer group.
EIN 16-1374545 • 501(c)6 • Rochester, NY
Profile
To provide a forum for the active and open exchange of concepts and techniques related to the practice of financial management.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
49th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
50th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
28th percentile
Higher net margin than 28% of similar nonprofits.
Top Officer Pay
80th percentile
Higher top officer pay than 80% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
30th percentile
Faster asset growth than 30% of similar nonprofits.
Revenue Growth
39th percentile
Faster revenue growth than 39% of similar nonprofits.
Assets
Down$25,166
Down $4,122 (-14%) from 2024
Liabilities
Flat$0
Flat from 2024
Net Assets
$25,166
No earlier filing loaded for comparison.
Revenue
Down$33,170
Down $1,621 (-4.7%) from 2024
Expenses
Up$37,292
Up $5,967 (+19%) from 2024
Net Income
Down-$4,122
Down $7,588 (-219%) from 2024
Most recent year
2025 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.
The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.
To provide a forum for the active and open exchange of concepts and techniques related to the practice of financial management.
| Description | Grants | Expenses |
|---|---|---|
| EDUCATIONAL MEETINGS AND CONFERENCES WHICH PROVIDE A FORUM FOR THE ACTIVE AND OPEN EXCHANGE OF CONCEPTS AND TECHNIQUES RELATED TO THE PRACTICE OF FINANCIAL MANAGEMENT. | $0 | $0 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JOSH KAPLAN | President | - | $0 | - | - |
| JOE PEREIRA | Co-VP/Treasurer | - | $0 | - | - |
| APRIL ANDERSON | Co-VP/Treasurer | - | $0 | - | - |
| ROSS GRANEY | Conference Co-Chair | - | $0 | - | - |
| FRANK CIPRIANO | Meeting/Venue Chair | - | $0 | - | - |
| ANDREW ZEMRAC | Conference Co-Chair | - | $0 | - | - |
| BETHANY ARNOLD | Website Chair | - | $0 | - | - |
| KATHRYN FINUCANE | Secretary | - | $0 | - | - |
| BRETT RAWLINGS | Nominating Chair | - | $0 | - | - |
| CASEY DEMARCO | Membership Chair | - | $0 | - | - |
“Description: interest income. Amount: 2.”
“Description: program service expenses. Amount: 24,590. Description: other management and general. Amount: 6,404. Total to form 990-ez, line 16: 30,994.”
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 | JOE PEREIRA |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5853546973 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | C/O AFPWNY PO BOX 10713 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | ROCHESTER |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 14610 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 35924 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 25822 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -10102 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 975 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 35924 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 25822 |
| IRS990EZ/GrossReceiptsAmt | 0 | 21867 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 2 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 2175 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 35924 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 25822 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 35924 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 25822 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 0.50 |
| 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/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/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/PersonNm | 0 | JOSH KAPLAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JOE PEREIRA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | APRIL ANDERSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | ROSS GRANEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | FRANK CIPRIANO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | ANDREW ZEMRAC |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | BETHANY ARNOLD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | KATHRYN FINUCANE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | BRETT RAWLINGS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | CASEY DEMARCO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | CO-VP/TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | CO-VP/TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | CONFERENCE CO-CHAIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | MEETING/VENUE CHAIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | CONFERENCE CO-CHAIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | WEBSITE CHAIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | NOMINATING CHAIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | MEMBERSHIP CHAIR |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 30994 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO PROVIDE A FORUM FOR THE ACTIVE AND OPEN EXCHANGE OF CONCEPTS AND TECHNIQUES RELATED TO THE PRACTICE OF FINANCIAL MANAGEMENT. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 19690 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | EDUCATIONAL MEETINGS AND CONFERENCES WHICH PROVIDE A FORUM FOR THE ACTIVE AND OPEN EXCHANGE OF CONCEPTS AND TECHNIQUES RELATED TO THE PRACTICE OF FINANCIAL MANAGEMENT. |
| 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 | 31969 |
| IRS990EZ/TotalRevenueAmt | 0 | 21867 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.AFPWNY.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST INCOME. AMOUNT: 2. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: PROGRAM SERVICE EXPENSES. AMOUNT: 24,590. DESCRIPTION: OTHER MANAGEMENT AND GENERAL. AMOUNT: 6,404. TOTAL TO FORM 990-EZ, LINE 16: 30,994. |
| 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 |
| 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 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JOSH KAPLAN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5853366973 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-11-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ASSOCIATION FOR FINANCIAL PROFESSIONALS |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | OF WESTERN NEW YORK INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ASSO |
| ReturnHeader/Filer/EIN | 0 | 161374545 |
| ReturnHeader/Filer/PhoneNum | 0 | 5853385834 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 10713 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | ROCHESTER |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 14610 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 223871984 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | CONLON & COMPANY CPA'S PLLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1635 BROOKS AVENUE WEST |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | ROCHESTER |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 14624 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5853284990 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2023-11-15 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | KEVIN G CONLON CPA |
| ReturnHeader/ReturnTs | 0 | 2023-11-16T15:54:45-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | JOSH |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | KAPLAN |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-06-30 |
| ReturnHeader/TaxYr | 0 | 2022 |
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