Civic Intelligence

Association for Financial Professionals on W Ny

990EZ • Fiscal year 2015 • EIN 16-1374545

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 06, 2015

Organization ProfileWWW.AFPWNY.ORG
PO Box 10713Rochester, NY 14610

(585) 338-5834

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

47th percentile

0.00x

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

47th percentile

0.00x

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Net Margin

76th percentile

14%

Higher net margin than 76% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

66th percentile

11%

Faster asset growth than 66% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

81st percentile

21%

Faster revenue growth than 81% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$38,303

Up $3,760 (+11%) from 2014

Net Assets

Up

$38,303

Up $3,760 (+11%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin76th percentile

Revenue

Up

$27,263

Up $4,801 (+21%) from 2014

Expenses

Up

$23,503

Up $601 (+2.6%) from 2014

Net Income

Up

$3,760

Up $4,200 (+955%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2015

Assets$38,303
Liabilities$0
Net Assets$38,303
Open 2015 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$27,263
Expenses$23,503
Net Income$3,760
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 6, 2015
Return Version
2014v5.0
Gross Receipts
$27,263
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
TO PROVIDE A FORUM FOR THE ACTIVE AND OPEN EXCHANGE OF CONCEPTS AND TECHNIQUES RELATED TO THE PRACTICE OF FINANCIAL MANAGEMENT.$0$0
TO 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
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHYLLIS COLOGGIPresident-$0--
NANCY POOLVP/Treasurer-$0--
JANE MICKLESMembership Chair-$0--
JOSH KAPLANProgram Chair-$0--
SARAH FOXMeeting Chair-$0--
AMY BARTEKPublicity/Communications-$0--
BRIAN MOSHERNominating 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
Phyllis Cologgi
Title
President
Phone
5859577458
Signed
2015-11-06
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 8 - Other Revenue

“Description: interest income. Amount: 263.”

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

“Description: program service expenses. Amount: 18,472. Description: other management and general. Amount: 4,245. Total to form 990-ez, line 16: 22,717.”

Raw XML Appendix134 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/BusinessNameLine1Txt0TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum05853385834
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0C/O AFPWNY PO BOX 10713
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCHESTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd014610
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034543
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt038303
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd01
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt03760
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0775
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034543
IRS990EZ/Form990TotalAssetsGrp/EOYAmt038303
IRS990EZ/GrossReceiptsAmt027263
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt02925
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034543
IRS990EZ/NetAssetsOrFundBalancesEOYAmt038303
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034543
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt038303
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PHYLLIS COLOGGI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NANCY POOL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JANE MICKLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOSH KAPLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SARAH FOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5AMY BARTEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BRIAN MOSHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2MEMBERSHIP CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PROGRAM CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEETING CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PUBLICITY/COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6NOMINATING CHAIR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt022717
IRS990EZ/OtherRevenueTotalAmt0263
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/PrintingPublicationsPostageAmt011
IRS990EZ/ProgramServiceRevenueAmt024075
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE A FORUM FOR THE ACTIVE AND OPEN EXCHANGE OF CONCEPTS AND TECHNIQUES RELATED TO THE PRACTICE OF FINANCIAL MANAGEMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO 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/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt023503
IRS990EZ/TotalRevenueAmt027263
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.AFPWNY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 263.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PROGRAM SERVICE EXPENSES. AMOUNT: 18,472. DESCRIPTION: OTHER MANAGEMENT AND GENERAL. AMOUNT: 4,245. TOTAL TO FORM 990-EZ, LINE 16: 22,717.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
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/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PHYLLIS COLOGGI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05859577458
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-06
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/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/PreparationDt02015-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN G CONLON CPA
ReturnHeader/ReturnTs02015-11-12T13:23:39-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,303
Liabilities
$0
Net assets
$38,303
Revenue
$27,263
Expenses
$23,503
Net income
$3,760
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)6 • <$500k nonprofits