Nonprofit · EIN 13-3527414
FINANCIAL PLANNING ASSOCIATION
Also known as FPA OF THE GREATER HUDSON VALLEY
Tax-exempt · WHITE PLAINS, NY 10607
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ | $13,626 | $13,438 | $188 | $23,848 | $0 | $23,848 |
| December 31, 2023 | 990-EZ | $19,693 | $21,714 | -$2,021 | $23,660 | $0 | $23,660 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Membership dues
- $12,743
- Program service revenue
- $883
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $500
- Other expenses
- $12,938
Balance sheet and other
- Total assets, start of year
- $23,660
- Total assets, end of year
- $23,848
- Total liabilities, end of year
- $0
- Net assets, end of year
- $23,848
- Cash, savings and investments
- $23,848
- Gross receipts
- $13,626
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 |
|---|---|---|---|
| BILL BRANCACCIO CFP | PAST PRESIDENT | 1 | $0 |
| BYKE SESTOK CFP | DIRECTOR | 1 | $0 |
| DAVID LASCO CFP | DIRECTOR | 1 | $0 |
| ALFIE SCHLOSS | DIRECTOR | 1 | $0 |
| NICHOLAS I QUARTARANO CFP | DIRECTOR | 1 | $0 |
| NEIL LUBARSKY ESQ | DIRECTOR | 1 | $0 |
| JOE A MANNO | DIRECTOR | 1 | $0 |
| THOMAS AUSFAHL CFP | SECRETARY | 1 | $0 |
| ANDREW HOROWITZ CFP | TREASURER | 1 | $0 |
| LAURA MEDIGOVICH CFP | PRESIDENT | 3 | $0 |
990-EZ for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BYKE SESTOK CFP | PAST PRESIDENT | 5 | $0 |
| DAVID LASCO CFP | DIRECTOR | 3 | $0 |
| LAURA MEDIGOVICH CFP | DIRECTOR | 3 | $0 |
| ALFIE SCHLOSS | DIRECTOR | 3 | $0 |
| NICHOLAS I QUARTARANO CFP | DIRECTOR | 3 | $0 |
| NEIL LUBARSKY ESQ | ALLIED PROFESSIONAL | 7 | $0 |
| BILL BRANCACCIO CFP | PRESIDENT | 5 | $0 |
| THOMAS AUSFAHL CFP | SECRETARY | 9 | $0 |
| ANDREW HOROWITZ CFP | TREASURER | 8 | $0 |
Address and contacts
- Address (IRS master file)
- A HOROWITZ 287 WOODLANDS AVENUE, WHITE PLAINS, NY 10607-0000
- In care of
- % LORI L SOMERVILLE
- Mailing address (990-N for 2025)
- A HOROWITZ 287 WOODLANDS AVENUE, WHITE PLAINS NY 10607
- Principal officer (990-N for 2025)
- ANDREW HOROWITZ, 287 WOODLANDS AVENUE, WHITE PLAINS NY 10607
- Signed the 990-EZ
- ANDREW HOROWITZ, TREASURER
- Phone
- (845) 369-9422
- Website
- WWW.FPAGHV.ORG
- Return prepared by
- PERETZ RESNICK KRAUSKOPF & CO INC
Mission
TO PROVIDE AN EDUCATIONAL FRAMEWORK THROUGH MEETINGS AND FORUMS BY WHICHCURRENT AND ASPIRING FINANCIAL PLANNERS MAY LEARN ALL ASPECTS OF FINANCIALPLANNING.
Program accomplishments
- THE ORGANIZATION OF APPROXIMATELY 100 MEMBERS MAINTAINS 8 TO 10 MEETINGS EACH YEAR COVERING INFORMATIVE TOPICS FOR MEMBER USE IN PROVIDING FINANCIAL SERVICES.
- IN ADDITION TO THE ABOVE, THE ORGANIZATION COMMUNICATES THROUGH A WEBSITE AND ITS NEWSLETTER WHICH ALL MEMBERS AND THE PUBLIC MAY ACCESS IN DRAWING UPON FINANCIAL PLANNERS AND OTHER SOURCE REFERENCES.
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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 | 990-N 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
- 13-3527414
- 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-N (e-Postcard)
- Group exemption
- 3687: FINANCIAL PLANNING ASSOCIATION
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-N for 2025 Officer: ANDREW HOROWITZ | December 31, 2025 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | December 2024 | $13,626 | $13,438 | $23,848 | XML |
| 990-EZ | December 2023 | $19,693 | $21,714 | $23,660 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about FINANCIAL PLANNING ASSOCIATION
- What is the EIN of FINANCIAL PLANNING ASSOCIATION?
- The employer identification number (EIN) of FINANCIAL PLANNING ASSOCIATION is 13-3527414.
- 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-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of FINANCIAL PLANNING ASSOCIATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. 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-N for 2025 for the year ended December 31, 2025.
- Who is the principal officer of FINANCIAL PLANNING ASSOCIATION?
- The 990-N for 2025 names ANDREW HOROWITZ.
- 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 $13,626, expenses of $13,438 and total assets of $23,848 at year end.
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