Nonprofit · EIN 11-3544100
FINANCIAL PLANNING ASSOCIATION
Also known as FPA OF LONG ISLAND
Tax-exempt · HAUPPAUGE, NY 11788
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ | $66,476 | $83,276 | -$16,800 | $47,871 | $0 | $47,871 |
| December 31, 2023 | 990-EZ | $74,123 | $81,784 | -$7,661 | $64,671 | $0 | $64,671 |
| December 31, 2021 | 990-EZ | $91,442 | $55,352 | $36,090 | $86,674 | $0 | $86,674 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Membership dues
- $12,137
- Program service revenue
- $49,919
- Investment income
- $32
- Net income from fundraising events
- $4,388
Expenses
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $50,000
- Other expenses
- $33,276
- Program services (functional)
- $17,979
Balance sheet and other
- Total assets, start of year
- $64,671
- Total assets, end of year
- $47,871
- Total liabilities, end of year
- $0
- Net assets, end of year
- $47,871
- Cash, savings and investments
- $47,850
- Gross receipts
- $71,958
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK A BADAMI | CHAPTER PRESIDENT | 10 | $0 |
| DONNA LASCALA | CHAIRMAN OF THE BOARD | 10 | $0 |
| PAMELA DIAMOND | CO-TREASURER | 5 | $0 |
| STEPHEN CONROY | DIRECTOR OF MEMBERSHIP | 5 | $0 |
| PETER CRAIG | DIRECTOR OF NEXGEN | 2 | $0 |
| MITCHELL GOLDBERG | DIRECTOR OF SOCIAL MEDIA | 2 | $0 |
| SUSAN QUIGLEY | DIRECTOR OF ADVOCACY | 4 | $0 |
| LAWRENCE SANGIRARDI | DIRECTOR OF PROGRAMS | 2 | $0 |
| ROBERT TOLLIN | SECRETARY | 3 | $0 |
| ELISSA WEICK | CHAPTER EXECUTIVE | 2 | $0 |
990-EZ for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK A BADAMI | CHAIRMAN OF THE BOARD | 10 | $0 |
| DONNA E LASCALA | CHAPTER PRESIDENT | 10 | $0 |
| PAMELA DIAMOND | CO-TREASURER | 5 | $0 |
| SCOTT SANDERS | CO-TREASURER | 5 | $0 |
| KIMBERLY BRANCH | SECRETARY | 2 | $0 |
| STEPHEN CONROY | DIRECTOR OF MEMBERSHIP | 5 | $0 |
| PETER CRAIG | CO-DIRECTOR | 2 | $0 |
| MATTHEW KWELLER | CO-DIRECTOR | 2 | $0 |
| MITCHELL GOLDBERG | DIRECTOR OF SOCIAL MEDIA | 2 | $0 |
| SUSAN QUIGLEY | DIRECTOR OF ADVOCACY | 4 | $0 |
| LAWRENCE SANGIRARDI | DIRECTOR PROGRAMS | 2 | $0 |
| ROBERT TOLLIN | DIRECTOR OF PRO BONO | 3 | $0 |
990-EZ for the year ended December 31, 2021: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT SANDERS | TREASURER | 5 | $0 |
| CRAIG FERRANTINO | CHAIRPERSON OF THE BOARD | 2 | $0 |
| LAWRENCE SANGIRARDI | DIRECTOR | 5 | $0 |
| MICHELLE K BLAIR | SECRETARY | 2 | $0 |
| STEPHEN CONROY | DIRECTOR | 2 | $0 |
| MARK BADAMI | PRESIDENT | 10 | $0 |
Address and contacts
- Address (IRS master file)
- OF LONG ISLAND INC 200 MOTOR PARKWA, HAUPPAUGE, NY 11788-0000
- In care of
- % MARK BADAMI
- Signed the 990-EZ
- DONNA E LASCALA RFC CDFA, CHAIRMAN OF THE BOARD
- Phone
- (516) 542-2004
- Website
- FPALI.ORG
- Return prepared by
- FULLER LOWENBERG & CO CPAS PC
Mission
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.
Program accomplishments
- SYMPOSIUM EXPENDITURES TO PROMOTE INDUSTRY AND TO EDUCATE MEMBERSExpenses $8,997
- MONTHLY PROGRAM EXPENDITURES TO PROMOTE INDUSTRY AND TO EDUCATE MEMBERSExpenses $2,062
- GOLF OUTING EXPENDITURES FOR NETWORKING EVENT FOR MEMBERS TO PROMOTE FINANCIAL PLANNINGExpenses $5,482
- OTHER CONFERENCES AND MEETINGS TO PROMOTE INDUSTRY AND TO EDUCATE MEMBERSExpenses $1,438
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 11-3544100
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Group exemption
- 3687: FINANCIAL PLANNING ASSOCIATION
- Assets (IRS master file)
- $47,871
- Income (IRS master file)
- $71,958
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2024 | $66,476 | $83,276 | $47,871 | XML |
| 990-EZ | December 2023 | $74,123 | $81,784 | $64,671 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | $91,442 | $55,352 | $86,674 | XML |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 11-3544100).
Questions about FINANCIAL PLANNING ASSOCIATION
- What is the EIN of FINANCIAL PLANNING ASSOCIATION?
- The employer identification number (EIN) of FINANCIAL PLANNING ASSOCIATION is 11-3544100.
- Is FINANCIAL PLANNING ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2000.
- Are donations to FINANCIAL PLANNING ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does FINANCIAL PLANNING ASSOCIATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FINANCIAL PLANNING ASSOCIATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FINANCIAL PLANNING ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
- Who are the officers and directors of FINANCIAL PLANNING ASSOCIATION?
- The 990-EZ for the year ended December 31, 2024 lists 10 people; 0 received compensation from the organization.
- How much revenue does FINANCIAL PLANNING ASSOCIATION have?
- On its 990-EZ for the year ended December 31, 2024 it reported revenue of $66,476, expenses of $83,276 and total assets of $47,871 at year end.
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