2024-11-12T14:49:09-06:00 2023-12-31 200066099 FULLER LOWENBERG & CO CPAS PC 200 MOTOR PKWY D-24 HAUPPAUGE NY 11788 990EZ 2023-01-01 113544100 FINANCIAL PLANNING ASSOCIATION OF LI INC FINA 5165422004 749 COLONADE ROAD WEST HEMPSTEAD NY 11552 DONNA E LASCALA RFC CDFA PRESIDENT 5165422004 2024-11-07 1 0 CHRISTOPHER LOWENBERG CPA P01869737 6314997900 2023 2024-10-15 13:58:12Z 3687 X X FPALI.ORG X X 78605 X 55980 14038 67 8520 4482 4038 74123 44925 36859 81784 -7661 72332 0 64671 X 74332 64636 0 35 74332 64671 2000 0 72332 64671 X THE FPA OF LONG ISLAND CHAPTER, THROUGH ITS PROGRAM MEETINGS AND ANNUAL SYMPOSIUM PROVIDES AN EDUCATIONAL AND NETWORKING FORUM FOR PROFESSIONAL FINANCIAL PLANNERS SO THEY MAY PROVIDE THE HIGHEST LEVEL OF SERVICE TO THEIR CLIENTS.WE PROMOTE ACTIVITIES ON LONG ISLAND TO BENEFIT THE FINANCIAL PLANNING PROFESSION, OUR MEMBERS AND THE GENERAL PUBLIC.THE LONG ISLAND CHAPTER WILL CONTINUE TO BUILD AND RETAIN A GROWING MEMBERSHIP WITH ASHARED VISION. SYMPOSIUM EXPENDITURES TO PROMOTE INDUSTRY AND TO EDUCATE MEMBERS 0 9907 MONTHLY PROGRAM EXPENDITURES TO PROMOTE INDUSTRY AND TO EDUCATE MEMBERS 0 4564 GOLF OUTING EXPENDITURES FOR NETWORKING EVENT FOR MEMBERS TO PROMOTE FINANCIAL PLANNING 4482 0 OTHER CONFERENCES AND MEETINS TO PROMOTE INDUSTRY AND TO EDUCATE MEMBERS 0 1114 15585 MARK A BADAMI CHAIRMAN OF THE BOARD 10.00 0 0 0 DONNA E LASCALA CHAPTER PRESIDENT 10.00 0 0 0 PAMELA DIAMOND CO-TREASURER 5.00 0 0 0 SCOTT SANDERS CO-TREASURER 5.00 0 0 0 KIMBERLY BRANCH SECRETARY 2.00 0 0 0 STEPHEN CONROY DIRECTOR OF MEMBERSHIP 5.00 0 0 0 PETER CRAIG CO-DIRECTOR 2.00 0 0 0 MATTHEW KWELLER CO-DIRECTOR 2.00 0 0 0 MITCHELL GOLDBERG DIRECTOR OF SOCIAL MEDIA 2.00 0 0 0 SUSAN QUIGLEY DIRECTOR OF ADVOCACY 4.00 0 0 0 LAWRENCE SANGIRARDI DIRECTOR PROGRAMS 2.00 0 0 0 ROBERT TOLLIN DIRECTOR OF PRO BONO 3.00 0 0 0 X 0 0 0 0 0 0 0 0 PAMELA DIAMOND CPA 749 COLONADE ROAD WEST HEMPSTEAD NY 11552 5165387604 0 0 0 0 0 0 0 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST INCOME. AMOUNT: 67. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: GIFTS. AMOUNT: 52. DESCRIPTION: BOARD & COMMITTEE EXPENSES. AMOUNT: 1,063. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 925. DESCRIPTION: PAYROLL EXPENSES. AMOUNT: 4,586. DESCRIPTION: PROFESSIONAL FEES. AMOUNT: 765. DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 2,463. DESCRIPTION: ADVERTISING & MARKETING. AMOUNT: 11,441. DESCRIPTION: INSURANCE. AMOUNT: 1,094. DESCRIPTION: CONFERENCES, CONVENTIONS & MEETINGS. AMOUNT: 14,470. TOTAL TO FORM 990-EZ, LINE 16: 36,859. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: PREPAID UNEMPLOYMENT INSURANCE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 35. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: PAYROLL LIABILITIES. BEG. OF YEAR AMOUNT: 2,000. END OF YEAR AMOUNT: 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.