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Nonprofit · EIN 32-0584486

GREATER INSTITUTE OF FINANCIAL PROFESSIONALS

Tax-exempt · NEW YORK, NY 10018

Financials

$248K$183K2022$40K$31K2023$26K$12K2024
Revenue Expenses · by fiscal year end
Financials of GREATER INSTITUTE OF FINANCIAL PROFESSIONALS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$26,257$11,517$14,740$94,939$6,498$88,441
September 30, 2024990$39,766$31,104$8,662$81,801$8,100$73,701
September 30, 2023990$248,067$182,644$65,423$79,599$14,560$65,039
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$26,257
Investment income
$0
Other revenue
$0

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
Legal fees
$7,500
Accounting fees
$1,465
Program services (functional)
$2,396
Management and general (functional)
$9,121

Balance sheet and other

Total assets, start of year
$81,801
Total assets, end of year
$94,939
Total liabilities, end of year
$6,498
Net assets, end of year
$88,441
Gross receipts
$26,257
Employees
0
Year formed
2018
State of legal domicile
CA

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Chenxuan ZhangPresident
Trustee or director
40$0
Yang XiaoCFO
Trustee or director
40$0
990 for the year ended September 30, 2024: 2 people
NameTitleHours / weekCompensation
Chenxuan ZhangPresident
Trustee or director
40$0
Yang XiaoCFO
Trustee or director
40$0
990 for the year ended September 30, 2023: 2 people
NameTitleHours / weekCompensation
Chenxuan ZhangPresident
Trustee or director
40$0
Yang XiaoCFO
Trustee or director
40$0

Address and contacts

Address (IRS master file)
500 FASHION AVE FLOOR 8, NEW YORK, NY 10018-4502
In care of
% KENNETH CHAN
Mailing address (990-N for 2018)
1267 WILLIS ST STE 200, REDDING CA 96001
Principal officer (990 for 2024)
Chenxuan Zhang, 500 Fashion Ave UNIT 9B122, New York, NY 10018
Principal officer (990-N for 2018)
WENSHI TANG, 1267 WILLIS ST STE 200, REDDING CA 96001
Signed the 990
Chenxuan Zhang, President
Phone
(212) 601-2784
Return prepared by
Kenneth K Chan CPA PC

Mission

Committed to providing qualifications, education, and state-of-the-art techniques to her members, in order to establish professional, outstanding, and systematic standards in the financial industry.

990 for the year ended September 30, 2025

Program accomplishments

  • Accreditation to provide qualifications, education, and state-of-the-art techniques to members, in

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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990 on file
2023September 30, 2024February 18, 2025990 on file

IRS record

EIN
32-0584486
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
2019
Accounting year ends
September
Files
Form 990-N (e-Postcard)
Category (NTEE)
Education (B90)
Assets (IRS master file)
$94,939
Income (IRS master file)
$26,257

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$26,257$11,517$94,939XML
990September 2024$39,766$31,104$81,801XML
990September 2023$248,067$182,644$79,599XML
990September 2022$592,694$624,472$14,423IRS
990-N for 2018
Officer: WENSHI TANG
September 30, 2019≤ $50,000 receipts––e-Postcard

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 32-0584486).

Questions about GREATER INSTITUTE OF FINANCIAL PROFESSIONALS

What is the EIN of GREATER INSTITUTE OF FINANCIAL PROFESSIONALS?
The employer identification number (EIN) of GREATER INSTITUTE OF FINANCIAL PROFESSIONALS is 32-0584486.
Is GREATER INSTITUTE OF FINANCIAL PROFESSIONALS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to GREATER INSTITUTE OF FINANCIAL PROFESSIONALS tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does GREATER INSTITUTE OF FINANCIAL PROFESSIONALS file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of GREATER INSTITUTE OF FINANCIAL PROFESSIONALS due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did GREATER INSTITUTE OF FINANCIAL PROFESSIONALS last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who is the principal officer of GREATER INSTITUTE OF FINANCIAL PROFESSIONALS?
The 990 for the year ended September 30, 2025 names Chenxuan Zhang.
Who are the officers and directors of GREATER INSTITUTE OF FINANCIAL PROFESSIONALS?
The 990 for the year ended September 30, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does GREATER INSTITUTE OF FINANCIAL PROFESSIONALS have?
On its 990 for the year ended September 30, 2025 it reported revenue of $26,257, expenses of $11,517 and total assets of $94,939 at year end.

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