Nonprofit · EIN 23-7388274
WALL STREET TAX ASSOCIATION INC
Tax-exempt · NEW YORK, NY 10018
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $53,955 | $6,699 | $47,256 | $234,765 | $0 | $234,765 |
| June 30, 2024 | 990-EZ | $40,059 | $13,106 | $26,953 | $177,509 | $0 | $177,509 |
| June 30, 2023 | 990-EZ | $52,350 | $19,879 | $32,471 | $173,849 | $0 | $173,849 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $44,245
- Membership dues
- $44,245
- Program service revenue
- $0
- Investment income
- $25
- Net income from fundraising events
- $9,685
- Other revenue
- $9,685
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $4,200
- Occupancy
- $810
- Travel
- $1,085
- Program services (functional)
- $2,499
- Management and general (functional)
- $4,200
Balance sheet and other
- Total assets, start of year
- $177,509
- Total assets, end of year
- $234,765
- Total liabilities, end of year
- $0
- Net assets, end of year
- $234,765
- Net assets without donor restrictions
- $234,765
- Gross receipts
- $56,770
- Employees
- 0
- Volunteers
- 20
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES NOLAN | PRESIDENT Trustee or director, Officer | 2 | $0 |
| KEVIN SALINGER | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| RISA DORSKY | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| NATAN HECHT | TREASURER Trustee or director, Officer | 2 | $0 |
| DANIEL IACOVITTI | SECRETARY Trustee or director, Officer | 2 | $0 |
| Maria Russo | DIRECTOR Trustee or director | 1 | $0 |
| Michael Witmer | DIRECTOR Trustee or director | 1 | $0 |
| Amanda Ryles | DIRECTOR Trustee or director | 1 | $0 |
| Ari Cohen | DIRECTOR Trustee or director | 1 | $0 |
| Reza Sarmasti | DIRECTOR Trustee or director | 1 | $0 |
| Nick Machen | DIRECTOR Trustee or director | 1 | $0 |
| Rebecca Reeb | DIRECTOR Trustee or director | 1 | $0 |
| Shimon Berger | DIRECTOR Trustee or director | 1 | $0 |
| JoAnn Mercurio | DIRECTOR Trustee or director | 1 | $0 |
| Yehuda Biber | DIRECTOR Trustee or director | 1 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dan Frenkel | DIRECTOR Trustee or director | 1 | $0 |
| JJ Klein | DIRECTOR Trustee or director | 1 | $0 |
| Susan Ludwigson | DIRECTOR Trustee or director | 1 | $0 |
| Jonathan Silver | DIRECTOR Trustee or director | 1 | $0 |
990-EZ for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN FORSCHINO | DIRECTOR | 1 | $0 |
| CHRIS PINHO | DIRECTOR | 1 | $0 |
| DAVID ARROYO | DIRECTOR | 1 | $0 |
| JOANN MERCURIO | DIRECTOR | 1 | $0 |
| JOHN SHANAHAN | DIRECTOR | 1 | $0 |
| JONATHAN SILVER | DIRECTOR | 1 | $0 |
| KARAN MOSLEY | DIRECTOR | 1 | $0 |
| MARIA RUSSO | DIRECTOR | 1 | $0 |
| MICHAEL WITMER | DIRECTOR | 1 | $0 |
| NICK MACHEN | DIRECTOR | 1 | $0 |
| SHIMON BERGER | DIRECTOR | 1 | $0 |
| SUSAN LUDWIGSON | DIRECTOR | 1 | $0 |
990-EZ for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN FORSCHINO | DIRECTOR | 1 | $0 |
| CHRIS PINHO | DIRECTOR | 1 | $0 |
| DANIEL IACOVITTI | SECRETARY | 2 | $0 |
| DAVID ARROYO | DIRECTOR | 1 | $0 |
| JOANN MERCURIO | DIRECTOR | 1 | $0 |
| JOHN SHANAHAN | DIRECTOR | 1 | $0 |
| JONATHAN SILVER | DIRECTOR | 1 | $0 |
| KARAN MOSLEY | DIRECTOR | 1 | $0 |
| MARIA RUSSO | DIRECTOR | 1 | $0 |
| MICHAEL WITMER | DIRECTOR | 1 | $0 |
| NICK MACHEN | DIRECTOR | 1 | $0 |
| SHIMON BERGER | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- C/O WSB 1411 BROADWAY 9TH FLOOR, NEW YORK, NY 10018-0000
- In care of
- % JAMES NOLAN
- Principal officer (990 for 2024)
- JAMES NOLAN, C/O WSB 1411 BROADWAY 9TH FLOOR, New York, NY 10018
- Signed the 990
- JAMES NOLAN, PRESIDENT
- Phone
- (973) 228-3500
- Website
- WWW.WALLSTREETTAXASSOC.ORG
- Return prepared by
- WithumSmithBrown PC
Mission
PROVIDE A FORUM FOR NETWORKING AND EDUCATIONAL OPPORTUNITIES.
Program accomplishments
- FORUM FOR NETWORKING AND EDUCATIONAL OPPORTUNITIES FOR WALL STREET PROFESSIONALS.
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 23-7388274
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1975
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Public and societal benefit (W22Z)
- Assets (IRS master file)
- $234,765
- Income (IRS master file)
- $56,770
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $53,955 | $6,699 | $234,765 | IRS |
| 990-EZ | June 2024 | $40,059 | $13,106 | $177,509 | IRS |
| 990-EZ | June 2023 | $52,350 | $19,879 | $173,849 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 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 23-7388274).
Questions about WALL STREET TAX ASSOCIATION INC
- What is the EIN of WALL STREET TAX ASSOCIATION INC?
- The employer identification number (EIN) of WALL STREET TAX ASSOCIATION INC is 23-7388274.
- Is WALL STREET TAX ASSOCIATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1975.
- Are donations to WALL STREET TAX ASSOCIATION INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does WALL STREET TAX ASSOCIATION INC 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 WALL STREET TAX ASSOCIATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WALL STREET TAX ASSOCIATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WALL STREET TAX ASSOCIATION INC?
- The 990 for the year ended June 30, 2025 names JAMES NOLAN.
- Who are the officers and directors of WALL STREET TAX ASSOCIATION INC?
- The 990 for the year ended June 30, 2025 lists 19 people; 0 received compensation from the organization.
- How much revenue does WALL STREET TAX ASSOCIATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $53,955, expenses of $6,699 and total assets of $234,765 at year end.
Other nonprofits in NEW YORK
- FUND FOR POLICY REFORM INC EIN 26-4351242 · last filed 990 for 2024
- NEO PHILANTHROPY INC EIN 13-3191113 · last filed 990 for 2024
- INCLUSIV INC EIN 11-2421972 · last filed 990 for 2025
- AMERICAN NATIONAL STANDARDS INSTITUTE EIN 13-1635253 · last filed 990 for 2025
- HEALTHIX INC EIN 45-0553664 · last filed 990 for 2024
- MANHATTAN INSTITUTE FOR POLICY RESEARCH INC EIN 13-2912529 · last filed 990 for 2025
- FORUM OF FIRMS EIN 14-1858441 · last filed 990 for 2024
- INSTITUTE FOR TRANSPORTATION AND DEVELOPMENT POLICY EIN 52-1399520 · last filed 990 for 2024
All nonprofits in NEW YORK · New York · Public and societal benefit