Civic Intelligence

Association for Financial Professionals of Western New York Inc

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.

PO Box 10713Rochester, NY 14610

www.afpwny.org

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 2025

Liabilities / Revenue

50th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

28th percentile

-12%

Higher net margin than 28% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2023

Asset Growth

30th percentile

-14%

Faster asset growth than 30% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

39th percentile

-4.7%

Faster revenue growth than 39% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

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

Trend Graphs

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2011: $36,908Liabilities 2011: $0Net Assets 2011: $36,9082011Assets 2012: $35,538Liabilities 2012: $725Net Assets 2012: $34,8132012Assets 2013: $34,983Liabilities 2013: $0Net Assets 2013: $34,9832013Assets 2014: $34,543Liabilities 2014: $0Net Assets 2014: $34,5432014Assets 2015: $38,303Liabilities 2015: $0Net Assets 2015: $38,3032015Assets 2016: $23,886Liabilities 2016: $02016Assets 2017: $21,356Liabilities 2017: $02017Assets 2018: $27,141Liabilities 2018: $0Net Assets 2018: $27,1412018Assets 2019: $27,005Liabilities 2019: $02019Assets 2020: $29,572Liabilities 2020: $0Net Assets 2020: $29,5722020Assets 2021: $35,508Liabilities 2021: $02021Assets 2022: $35,924Liabilities 2022: $0Net Assets 2022: $35,9242022Assets 2023: $25,822Liabilities 2023: $0Net Assets 2023: $25,8222023Assets 2024: $29,288Liabilities 2024: $02024Assets 2025: $25,166Liabilities 2025: $0Net Assets 2025: $25,1662025

Highlighted filing

2025

Assets$25,166
Liabilities$0
Net Assets$25,166

Operations Trend

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

$40K$20K$0-$20KExpenses 2011: $16,2292011Expenses 2012: $23,2612012Expenses 2013: $22,5262013Revenue 2014: $22,462Expenses 2014: $22,902Net Income 2014: -$4402014Revenue 2015: $27,263Expenses 2015: $23,503Net Income 2015: $3,7602015Revenue 2016: $24,542Expenses 2016: $38,959Net Income 2016: -$14,4172016Revenue 2017: $21,729Expenses 2017: $24,259Net Income 2017: -$2,5302017Revenue 2018: $31,452Expenses 2018: $25,667Net Income 2018: $5,7852018Revenue 2019: $33,305Expenses 2019: $33,441Net Income 2019: -$1362019Revenue 2020: $22,708Expenses 2020: $20,141Net Income 2020: $2,5672020Revenue 2021: $20,511Expenses 2021: $14,575Net Income 2021: $5,9362021Revenue 2022: $24,694Expenses 2022: $24,278Net Income 2022: $4162022Revenue 2023: $21,867Expenses 2023: $31,969Net Income 2023: -$10,1022023Revenue 2024: $34,791Expenses 2024: $31,325Net Income 2024: $3,4662024Revenue 2025: $33,170Expenses 2025: $37,292Net Income 2025: -$4,1222025

Highlighted filing

2025

Revenue$33,170
Expenses$37,292
Net Income-$4,122

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.2$0.00$25.2$33.2$37.3$4.12
2024Summary only. Only limited summary data is available for this year.$29.3$0.00$34.8$31.3$3.47
2023Detailed filing. Detailed filing data is available for this year.$25.8$0.00$25.8$21.9$32.0$10.1
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.9$0.00$35.9$24.7$24.3$0.42
2021Summary only. Only limited summary data is available for this year.$35.5$0.00$20.5$14.6$5.94
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.6$0.00$29.6$22.7$20.1$2.57
2019Summary only. Only limited summary data is available for this year.$27.0$0.00$33.3$33.4$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.1$0.00$27.1$31.5$25.7$5.79
2017Summary only. Only limited summary data is available for this year.$21.4$0.00$21.7$24.3$2.53
2016Summary only. Only limited summary data is available for this year.$23.9$0.00$24.5$39.0$14.4
2015Detailed filing. Detailed filing data is available for this year.$38.3$0.00$38.3$27.3$23.5$3.76
2014Summary only. Only limited summary data is available for this year.$34.5$0.00$34.5$22.5$22.9$0.44
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.0$0.00$35.0$22.5
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.5$0.73$34.8$23.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.9$0.00$36.9$16.2
Latest Detailed Filing

The latest 2025 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
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$21,867
Mission and Program Overview

Mission

To provide a forum for the active and open exchange of concepts and techniques related to the practice of financial management.

Program Services

DescriptionGrantsExpenses
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSH KAPLANPresident-$0--
JOE PEREIRACo-VP/Treasurer-$0--
APRIL ANDERSONCo-VP/Treasurer-$0--
ROSS GRANEYConference Co-Chair-$0--
FRANK CIPRIANOMeeting/Venue Chair-$0--
ANDREW ZEMRACConference Co-Chair-$0--
BETHANY ARNOLDWebsite Chair-$0--
KATHRYN FINUCANESecretary-$0--
BRETT RAWLINGSNominating Chair-$0--
CASEY DEMARCOMembership Chair-$0--
Filing and Contact Details

Filer

Filer Name
Association for Financial Professionals
EIN
16-1374545
Phone
5853385834
Address
PO BOX 10713, ROCHESTER, NY 14610

Signing Officer

Name
Josh Kaplan
Title
President
Phone
5853366973
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
CONLON & COMPANY CPA'S PLLC
Address
1635 BROOKS AVENUE WEST, ROCHESTER, NY 14624
Preparer
Kevin G Conlon CPA
Phone
5853284990
Supplemental Narrative

Additional Explanations

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

Description: interest income. Amount: 2.

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

Description: program service expenses. Amount: 24,590. Description: other management and general. Amount: 6,404. Total to form 990-ez, line 16: 30,994.

Raw XML Appendix154 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JOE PEREIRA
IRS990EZ/BooksInCareOfDetail/PhoneNum05853546973
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0C/O AFPWNY PO BOX 10713
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCHESTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd014610
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035924
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025822
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-10102
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0975
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035924
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025822
IRS990EZ/GrossReceiptsAmt021867
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt02175
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035924
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025822
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035924
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025822
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90.50
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/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/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/PersonNm0JOSH KAPLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOE PEREIRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2APRIL ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROSS GRANEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4FRANK CIPRIANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANDREW ZEMRAC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BETHANY ARNOLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KATHRYN FINUCANE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BRETT RAWLINGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9CASEY DEMARCO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-VP/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-VP/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CONFERENCE CO-CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEETING/VENUE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CONFERENCE CO-CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6WEBSITE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8NOMINATING CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9MEMBERSHIP CHAIR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt030994
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE A FORUM FOR THE ACTIVE AND OPEN EXCHANGE OF CONCEPTS AND TECHNIQUES RELATED TO THE PRACTICE OF FINANCIAL MANAGEMENT.
IRS990EZ/ProgramServiceRevenueAmt019690
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL 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/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt031969
IRS990EZ/TotalRevenueAmt021867
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.AFPWNY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 2.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: 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/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSH KAPLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05853366973
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASSOCIATION FOR FINANCIAL PROFESSIONALS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF WESTERN NEW YORK INC
ReturnHeader/Filer/BusinessNameControlTxt0ASSO
ReturnHeader/Filer/EIN0161374545
ReturnHeader/Filer/PhoneNum05853385834
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 10713
ReturnHeader/Filer/USAddress/CityNm0ROCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014610
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223871984
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CONLON & COMPANY CPA'S PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01635 BROOKS AVENUE WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014624
ReturnHeader/PreparerPersonGrp/PhoneNum05853284990
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN G CONLON CPA
ReturnHeader/ReturnTs02023-11-16T15:54:45-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOSH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KAPLAN
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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