Association For Financial Professionals Of Western New York Inc

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 161374545 ✦ Rochester, NY ✦ Designated as a 501(c)(6)

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Overview

What is Association For Financial Professionals Of Western New York Inc?

The Association for Financial Professionals of Western New York Inc is a nonprofit organization that serves as a platform for financial management professionals. Their primary mission is to facilitate an active and open exchange of ideas and strategies in the field of financial management. They accomplish this through educational meetings and conferences, providing a valuable space for professionals to share and learn from one another. These events offer a wealth of concepts and techniques related to financial management, fostering a continuous learning environment.


Official website here: www.afpwny.org

Is Association For Financial Professionals Of Western New York Inc legitimate?

Association For Financial Professionals Of Western New York Inc is a legitimate nonprofit organization registered as a 501(c)(6) entity. Association For Financial Professionals Of Western New York Inc submitted a form 990EZ, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Official website here: www.afpwny.org

What is the mission statement of Association For Financial Professionals Of Western New York Inc?

The Association For Financial Professionals Of Western New York Inc's mission is centered around facilitating educational meetings and conferences. These platforms serve as a venue for the active and open exchange of financial management concepts and techniques. The primary goal is to provide a space where professionals can share their insights and experiences, thereby enhancing their knowledge and skills in the field. The organization conducts educational seminars to further promote this objective.


Official website here: www.afpwny.org

Who is the CEO of Association For Financial Professionals Of Western New York Inc?

Josh Kaplan is the President of Association For Financial Professionals Of Western New York Inc.


Official website here: www.afpwny.org

What is the revenue of Association For Financial Professionals Of Western New York Inc?

Association For Financial Professionals Of Western New York Inc's revenue in 2023 was $21,867.


Official website here: www.afpwny.org

Who are the executives of Association For Financial Professionals Of Western New York Inc and what are their salaries?


Here are 10 key members and their salaries:


Josh Kaplan (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Joe Pereira (Co-Vp/Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
April Anderson (Co-Vp/Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Ross Graney (Conference Co-Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0
Frank Cipriano (Meeting/Venue Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0
Andrew Zemrac (Conference Co-Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0
Bethany Arnold (Website Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kathryn Finucane (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Brett Rawlings (Nominating Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0
Casey Demarco (Membership Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.afpwny.org

Where can I find the form 990EZ for Association For Financial Professionals Of Western New York Inc?

Association For Financial Professionals Of Western New York Inc's most recent form 990EZ was submitted in 2023 and can be accessed here.


Official website here: www.afpwny.org

Learn more at the official website: www.afpwny.org

Mission Statement of Association For Financial Professionals Of Western New York Inc

The Association for Financial Professionals of Western New York Inc is committed to facilitating educational meetings and conferences. Its primary goal is to serve as a platform for active and open discussions on financial management concepts and techniques. The organization strives to provide a space where professionals can share and exchange ideas, contributing to the enhancement of their financial management practices. The Association for Financial Professionals of Western New York Inc organizes educational seminars, offering an opportunity for financial management practitioners to expand their knowledge and skills in this field.

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Impact




October, 2024

The Association for Financial Professionals of Western New York Inc. significantly enhances the landscape of financial management practices within the region. Through educational meetings and conferences, the organization creates a vital platform for professionals to engage in active dialogue and exchange innovative concepts and techniques.

These events facilitate networking and collaboration among finance professionals, ultimately fostering a community focused on continuous learning and improvement. By offering educational seminars, the Association equips individuals with essential knowledge and skills, empowering them to navigate the complexities of financial management effectively.

The impact of this organization is evident in its commitment to community improvement, as it not only elevates the expertise of financial professionals but also contributes to the overall advancement of the financial sector in the Rochester area and beyond.




This information is meant to be a general summary of Association For Financial Professionals Of Western New York Inc. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$21,867 (2023)
Expenses
$31,969 (2023)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2023.

  • Investment Income: $2
  • Program Service Revenue: $19,690
  • Gross Receipts: $21,867

Assets and Liabilities:

  • Total Assets: $25,822
  • Total Liabilities: $0
  • Net Assets: $25,822

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Organization Details

Principal Officer

Josh Kaplan

Main Address

PO BOX 10713, ROCHESTER, NY, 14610

NTEE Category

Code: S41 - Community improvement

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