NonprofitsFinancial Planning Association

Financial Planning Association

HAUPPAUGE, NY

Total revenue

$66K

Total expenses

$83K

Net assets

$48K

Grants received

EIN

113544100

Tax year

2024

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.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$50K
Investment income$32
Other revenue
Total revenue$66K

Expenses

Grants paid
Salaries & benefits$50K
Fundraising
Other expenses$33K
Total expenses$83K
Total assets$48K
Net assets$48K

People

10 listed

NameRoleCompensation

MARK A BADAMI

CHAPTER PRESIDENT

Board

10 hrs/wk

DONNA LASCALA

CHAIRMAN OF THE BOARD

Board

10 hrs/wk

PAMELA DIAMOND

CO-TREASURER

Board

5 hrs/wk

STEPHEN CONROY

DIRECTOR OF MEMBERSHIP

Board

5 hrs/wk

PETER CRAIG

DIRECTOR OF NEXGEN

Board

2 hrs/wk

MITCHELL GOLDBERG

DIRECTOR OF SOCIAL MEDIA

Board

2 hrs/wk

SUSAN QUIGLEY

DIRECTOR OF ADVOCACY

Board

4 hrs/wk

LAWRENCE SANGIRARDI

DIRECTOR OF PROGRAMS

Board

2 hrs/wk

ROBERT TOLLIN

SECRETARY

Board

3 hrs/wk

ELISSA WEICK

CHAPTER EXECUTIVE

Board

2 hrs/wk

Details

EIN113544100
Subsection06
Ruling date2000-09
FINANCIAL PLANNING ASSOCIATION — Mission, Financials & Grants Received | Grantivo