Civic Intelligence

American Planning Association - New York

EIN 52-1296748 • 501(c)3 • New York, NY

Profile

The american planning associations new york metro chapter (apa-nym)supports our members, local communities, schools, and practicingprofessionals through advocating for good planning practice, hostingdiverse events and facilitating professional developmentopportunities in the new york metro area.

450 Lexington Avenue 1802New York, NY 10163

www.nyplanning.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

80th percentile

0.03x

Higher debt load relative to assets than 80% of similar nonprofits.

NTEE W99 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.08x

Higher debt load relative to revenue than 85% of similar nonprofits.

NTEE W99 • <$500k nonprofits • Source year 2024

Net Margin

74th percentile

36%

Higher net margin than 74% of similar nonprofits.

NTEE W99 • <$500k nonprofits • Source year 2024

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

NTEE W99 • <$500k nonprofits • Source year 2024

Asset Growth

57th percentile

8.9%

Faster asset growth than 57% of similar nonprofits.

NTEE W99 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

31%

Faster revenue growth than 66% of similar nonprofits.

NTEE W99 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$315,147

Up $25,664 (+8.9%) from 2023

Liabilities

Down

$9,745

Down $16,940 (-63%) from 2023

Net Assets

Up

$305,402

Up $42,604 (+16%) from 2023

Revenue

Up

$117,580

Up $28,054 (+31%) from 2023

Expenses

Down

$74,976

Down $17,210 (-19%) from 2023

Net Income

Up

$42,604

Up $45,264 (+1702%) from 2023

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2023: $289,483Liabilities 2023: $26,685Net Assets 2023: $262,7982023Assets 2024: $315,147Liabilities 2024: $9,745Net Assets 2024: $305,4022024

Highlighted filing

2024

Assets$315,147
Liabilities$9,745
Net Assets$305,402

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2023: $89,526Expenses 2023: $92,186Net Income 2023: -$2,6602023Revenue 2024: $117,580Expenses 2024: $74,976Net Income 2024: $42,6042024

Highlighted filing

2024

Revenue$117,580
Expenses$74,976
Net Income$42,604

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$117,580
Mission and Program Overview

Mission

The american planning associations new york metro chapter (apa-nym)supports our members, local communities, schools, and practicingprofessionals through advocating for good planning practice, hostingdiverse events and facilitating professional developmentopportunities in the new york metro area.

Program Services

DescriptionGrantsExpenses
PROVIDES NETWORKING OPPORTUNITIES FOR PLANNERS AND THOSEINTERESTED IN PLANNING. HELD EVENTS LIKE ITS ANNUAL CONFERENCE ANDOTHERS AND CO-HOST/PARTNERSHIP WITH OTHER RELATED PROFESSIONALASSOCIATIONS.PROVIDE EDUCATION TO ITS MEMBERS TO EARN CERTIFICATION MAINTENANCECREDITS TO SUPPORT OUR MEMBERSHIP IN THEIR PROFESSIONALDEVELOPMENT. MEMBERS ARE ENGAGED IN PLANNING ISSUES THROUGH PARTICIPATION INCOMMITTEES THAT INCLUDE ECONCOMIC DEVELOPMENT, HOUSING &NEIGHBORHOOD REVITALIZATION, ENVIRONMENTAL, URBAN DESIGN, ANDZONING & LEGISLATION. THROUGH THESE COMMITTEES, POSITION PAPERSARE PREPARED, DISCUSSION GROUPS HELD AND SPONSOR SPECIAL EVENTS-$26,162
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL LOZITOPresident-$0--
JAMES RIGERTSecretary-$0--
JOSEF SZENDEChapter Treasur-$0--
ALEX WALLACHVP Prof Develop-$0--
DAVID BURGYVP Committees-$0--
SHACHI PANDEYAffais-$0--
JOCELYN DUPREVP Communicatio-$0--
DAVID TEPPERLll Re-$0--
GREG CUTLERLower Huds East-$0--
MAISHA TYLERLower Huds West-$0--
SCOTT D TURNERApa Board Di-$0--
SARAH MARCHANTAicp Commissi-$0--
EMILY PADILLA-CHICASStudent Represe-$0--
HOLLY CHASEImmed Past Pres-$0--
Filing and Contact Details

Filer

Filer Name
American Planning Association - New York
EIN
52-1296748
Phone
6465449579
Address
450 Lexington Avenue 1802, New York, NY 10163

Signing Officer

Name
Paul Lozito
Title
President
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Morey Nee Buck & Oswald LLC
Address
2571 Baglyos Cir Ste B20, Bethlehem, PA 18020
Preparer
William C Oswald
Phone
6108821000
Supplemental Narrative

Additional Explanations

Other Expenses.1003

Information Technology $2552

Other Expenses.1

Chapter Programs $15875

Other Expenses.2

Travel and conference reimburs $4305

Other Expenses.3

Sections/Committees $3763

Other Expenses.4

development and training $1404

Other Expenses.5

Meetings $815

Other Assets.1005

Accounts Receivable - Beginning $4125 Accounts Receivable - Ending $0

Other Assets.1

SECURITY DEPOSIT - Beginning $1000 SECURITY DEPOSIT - Ending $1000

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $4688 Accounts Payable and Accrued Expenses - Ending $9745

Total Liabilities.1

Credit Cards - Beginning $21997 Credit Cards - Ending $0

Personal Benefit Contract Information

The chapter is an all volunteer organization whose records for based onthe best information as compiled for this tax filing. The organizationhas hired an experienced bookkeeper during 2023 to provide the chapterwith a complete accounting of activities on a going forward basis.

Personal Benefit Contract Cont.

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.

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IRS990EZ/PrimaryExemptPurposeTxt0THE AMERICAN PLANNING ASSOCIATIONS NEW YORK METRO CHAPTER (APA-NYM)SUPPORTS OUR MEMBERS, LOCAL COMMUNITIES, SCHOOLS, AND PRACTICINGPROFESSIONALS THROUGH ADVOCATING FOR GOOD PLANNING PRACTICE, HOSTINGDIVERSE EVENTS AND FACILITATING PROFESSIONAL DEVELOPMENTOPPORTUNITIES IN THE NEW YORK METRO AREA.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Information Technology $2552
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Chapter Programs $15875
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel and conference reimburs $4305
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Sections/Committees $3763
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4development and training $1404
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10THE CHAPTER IS AN ALL VOLUNTEER ORGANIZATION WHOSE RECORDS FOR BASED ONTHE BEST INFORMATION AS COMPILED FOR THIS TAX FILING. THE ORGANIZATIONHAS HIRED AN EXPERIENCED BOOKKEEPER DURING 2023 TO PROVIDE THE CHAPTERWITH A COMPLETE ACCOUNTING OF ACTIVITIES ON A GOING FORWARD BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11THE 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.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10PERSONAL BENEFIT CONTRACT INFORMATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11PERSONAL BENEFIT CONTRACT CONT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
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ReturnHeader/PreparerPersonGrp/PhoneNum06108821000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM C OSWALD
ReturnHeader/ReturnTs02025-11-17T12:54:51-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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