2025-11-06T09:25:04-06:00 2024-12-31 200066099 FULLER LOWENBERG & CO CPAS PC 200 MOTOR PKWY D-24 HAUPPAUGE NY 11788 990EZ 2024-01-01 113544100 FINANCIAL PLANNING ASSOCIATION OF LI INC FINA 5165422004 749 COLONADE ROAD WEST HEMPSTEAD NY 11552 DONNA E LASCALA RFC CDFA CHAIRMAN OF THE BOARD 5165422004 2025-11-04 1 0 CHRISTOPHER LOWENBERG CPA P01869737 6314997900 2024 2025-03-06 01:10:19Z 3687 X X FPALI.ORG X X 71958 X 49919 12137 32 9870 5482 4388 66476 50000 33276 83276 -16800 64671 0 47871 X 64636 47850 35 21 64671 47871 0 0 64671 47871 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 8997 MONTHLY PROGRAM EXPENDITURES TO PROMOTE INDUSTRY AND TO EDUCATE MEMBERS 0 2062 GOLF OUTING EXPENDITURES FOR NETWORKING EVENT FOR MEMBERS TO PROMOTE FINANCIAL PLANNING 0 5482 OTHER CONFERENCES AND MEETINGS TO PROMOTE INDUSTRY AND TO EDUCATE MEMBERS 0 1438 17979 MARK A BADAMI CHAPTER PRESIDENT 10.00 0 0 0 DONNA LASCALA CHAIRMAN OF THE BOARD 10.00 0 0 0 PAMELA DIAMOND CO-TREASURER 5.00 0 0 0 STEPHEN CONROY DIRECTOR OF MEMBERSHIP 5.00 0 0 0 PETER CRAIG DIRECTOR OF NEXGEN 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 OF PROGRAMS 2.00 0 0 0 ROBERT TOLLIN SECRETARY 3.00 0 0 0 ELISSA WEICK CHAPTER EXECUTIVE 2.00 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: 32. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: GIFTS. AMOUNT: 164. DESCRIPTION: BOARD & COMMITTEE EXPENSES. AMOUNT: 1,274. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 292. DESCRIPTION: PAYROLL EXPENSES. AMOUNT: 4,820. DESCRIPTION: PROFESSIONAL FEES. AMOUNT: 1,000. DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 2,057. DESCRIPTION: ADVERTISING & MARKETING. AMOUNT: 11,725. DESCRIPTION: INSURANCE. AMOUNT: 885. DESCRIPTION: CONFERENCES, CONVENTIONS & MEETINGS. AMOUNT: 11,059. TOTAL TO FORM 990-EZ, LINE 16: 33,276. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: PREPAID UNEMPLOYMENT INSURANCE. BEG. OF YEAR AMOUNT: 35. END OF YEAR AMOUNT: 21. 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.