Nonprofit · EIN 30-0474015
NEW ENGLAND FINANCIAL MARKETING ASSOCIATION INC
Tax-exempt · WESTFORD, MA 01886
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $213,095 | $196,980 | $16,115 | $125,758 | $600 | $125,158 |
| December 31, 2023 | 990 | $228,685 | $235,135 | -$6,450 | $124,441 | $15,398 | $109,043 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $14,320
- Program service revenue
- $198,775
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $6,200
- Travel
- $2,600
- Program services (functional)
- $112,390
- Management and general (functional)
- $84,590
Balance sheet and other
- Total assets, start of year
- $124,441
- Total assets, end of year
- $125,758
- Total liabilities, end of year
- $600
- Net assets, end of year
- $125,158
- Net assets without donor restrictions
- $125,158
- Gross receipts
- $213,095
- Employees
- 0
- Volunteers
- 25
- Year formed
- 2008
- State of legal domicile
- MA
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMIE CONAGHAN | PRESIDENT Trustee or director, Officer | 1 | $0 |
| SHELLY REGIN | PAST PRESIDE Trustee or director, Officer | 1 | $0 |
| KERRI MADNICK | VICE PRESIDE Trustee or director, Officer | 1 | $0 |
| JEFFREY WARD | TREASURER Trustee or director, Officer | 1 | $0 |
| VICKIE ROUTHIER | SECRETARY Trustee or director, Officer | 1 | $0 |
| KAREN MARRYAT | CLERK Trustee or director, Officer | 1 | $0 |
| ALLISON BRIGHAM | DIRECTOR Trustee or director | 1 | $0 |
| KAREN BENEDETTI | DIRECTOR Trustee or director | 1 | $0 |
| CARA CROCHIER | DIRECTOR Trustee or director | 1 | $0 |
| STEPHANIE DENNEHY | DIRECTOR Trustee or director | 1 | $0 |
| SONIA MAHNOT | DIRECTOR Trustee or director | 1 | $0 |
| LOUISE NESTOR | DIRECTOR Trustee or director | 1 | $0 |
| MOLLY PASTORE | DIRECTOR Trustee or director | 1 | $0 |
| PETE STACKPOLE | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMIE CONAGHAN | PRESIDENT Trustee or director, Officer | 1 | $0 |
| SHELLEY REGIN | PAST PRESIDENT Trustee or director | 1 | $0 |
| KERRI MADNICK | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| JEFFRY WARD | TREASURER Trustee or director, Officer | 1 | $0 |
| VICKIE ROUTHIER | SECRETARY Trustee or director, Officer | 1 | $0 |
| KAREN MARRYAT | CLERK Trustee or director, Officer | 1 | $0 |
| ALISON BRIGHAM | DIRECTOR Officer | 1 | $0 |
| KAREN BENEDETTI | DIRECTOR Officer | 1 | $0 |
| CARA CROCHIER | DIRECTOR Officer | 1 | $0 |
| STEPHANIE DENNEHY | DIRECTOR Officer | 1 | $0 |
| SONIA MAHNOT | DIRECTOR Officer | 1 | $0 |
| LOUISE NESTOR | DIRECTOR Officer | 1 | $0 |
| MOLLY PASTORE | DIRECTOR Officer | 1 | $0 |
| PETE STACKPOLE | DIRECTOR Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4 LAN DR STE 100, WESTFORD, MA 01886-3576
- Principal officer (990 for 2024)
- JAMIE CONAGHAN, 4 LAN DRIVE SUITE 100, WESTFORD, MA 01886
- Signed the 990
- JEFFREY WARD, TREASURER
- Phone
- (978) 250-9847
- Website
- NEFMA.ORG
- Return prepared by
- ANSTISS & CO PC
Mission
TO PROVIDE OPPORTUNITIES FOR PERSONAL AND PROFESSIONAL DEVELOPMENT OF MEMBERS THROUGH EDUCATIONAL MEETINGS AND NETWORKING OPPORTUNITIES.
Program accomplishments
- TO PROVIDE OPPORTUNITIES FOR THE PERSONAL AND PROFESSIONAL DEVELOPMENT OF MEMBERS THROUGH EDUCATIONAL MEETINGS AND NETWORKING OPPORTUNITIES; EDUCATE AND INFORM INDIVIDUALS INVOLVED IN FINANCIAL SERVICES MARKETING ON TOPICS CRITICAL TO THEIR SUCCESS; OFFER A PRACTICAL FORUM FOR MEANINGFUL EXCHANGE OF INFORMATION; PROVIDE AMPLE OPPORTUNITY FOR THE PROFESSIONAL GROWTH OF THE MEMBERSHIP AND ASSIST FINANCIAL INSTITUTIONS IN ACHIEVING POSITIVE BOTTOM-LINE IMPACT VIA SOUND MARKETING PRACTICES.Expenses $112,390 · revenue $198,775
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 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 30-0474015
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $125,758
- Income (IRS master file)
- $213,095
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $213,095 | $196,980 | $125,758 | XML |
| 990 | December 2023 | $228,685 | $235,135 | $124,441 | XML |
| 990 | December 2022 | $214,531 | $165,297 | $136,711 | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2019 | – | – | – | IRS |
| 990 | August 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 30-0474015).
Questions about NEW ENGLAND FINANCIAL MARKETING ASSOCIATION INC
- What is the EIN of NEW ENGLAND FINANCIAL MARKETING ASSOCIATION INC?
- The employer identification number (EIN) of NEW ENGLAND FINANCIAL MARKETING ASSOCIATION INC is 30-0474015.
- Is NEW ENGLAND FINANCIAL MARKETING ASSOCIATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to NEW ENGLAND FINANCIAL MARKETING ASSOCIATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NEW ENGLAND FINANCIAL MARKETING 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 NEW ENGLAND FINANCIAL MARKETING ASSOCIATION INC 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 NEW ENGLAND FINANCIAL MARKETING ASSOCIATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of NEW ENGLAND FINANCIAL MARKETING ASSOCIATION INC?
- The 990 for the year ended December 31, 2024 names JAMIE CONAGHAN.
- Who are the officers and directors of NEW ENGLAND FINANCIAL MARKETING ASSOCIATION INC?
- The 990 for the year ended December 31, 2024 lists 14 people; 0 received compensation from the organization.
- How much revenue does NEW ENGLAND FINANCIAL MARKETING ASSOCIATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $213,095, expenses of $196,980 and total assets of $125,758 at year end.
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