2023-12-19T14:26:17-06:00 2022-12-31 363990892 Capin Crouse LLP 1330 Avenue of the Americas Suite 23A New York NY 10019 990 2022-01-01 874017417 FPA of Metro New York Inc FPAO 6037326852 527 Court Street Apt 5B Brooklyn NY 11231 Erin Slocum President 6037326852 2023-12-19 1 Erin Slocum 999009999 1 Shannon Maynard P01585823 5055022746 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X Erin Slocum 527 Court Street Apt 5B Brooklyn NY 11231 221033 0 3687 X See Schedule O X 2021 NY The purpose of the Chapter is to support FPA's purpose and policies. 11 11 0 11 0 0 122879 98154 0 0 221033 0 0 0 0 0 100108 100108 120925 120925 0 120925 The purpose of the Chapter is to support Financial Planning Association's purpose and policies. 0 0 Conference 7/19/2022 - Hosted a full day RIA Investment Management education conference for our members. Members were able to partake in a number of in person education presentations for continuing education credits. Annual Forum 5/2-5/3/2022 - Hosted a 2 day virtual forum for our members via the conference application Whova. Members were presented with two half days of education presentations that they could receive continuing education credits from. Career Day 11/4/2022 - Hosted a 1 day Career Day Conference in person to beneifit our members. Potential employers and our members got together to explore various career opportunities. Members also had the opportunity to join education presentations to help guide them with their career growth. 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X Viktoria Kamin 9173343085 527 Court St Apt 5B Brooklyn NY 11231 X Stephanie Carmel President 5.00 X X 0 0 0 Erin Slocum President Elect 5.00 X X 0 0 0 Viktoria Kamin Secretary and Treasurer 5.00 X X 0 0 0 Robert Hernandez Past President/Chair 5.00 X X 0 0 0 Timothy Hamilton Advocacy Director 5.00 X 0 0 0 Edward Hadad Education Director 5.00 X 0 0 0 Olivia LeBlan Membership Director 2.00 X 0 0 0 Mallon Fitzpatrick Sponsorship Director 1.00 X 0 0 0 Rhoundy Jones Pro Bono Director 1.00 X 0 0 0 Matthew Ricks NexGen Director 1.00 X 0 0 0 Letian Dong DE&I Director 1.00 X 0 0 0 0 0 0 0 0 0 0 0 122879 122879 Membership Dues 900099 43432 43432 Sponsorship 900099 42000 42000 Registration 900099 12722 12722 98154 221033 98154 0 0 139 1240 61810 1747 1668 205 9212 22713 150 1224 100108 120925 0 120925 0 0 X 0 0 0 0 0 120925 0 120925 0 120925 120925 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 43432 Form 990, Schedule C, Part III-B: The organization did not engage in any lobbying activities in 2022. Form 990, Part I, Line J: Organization's website: https://www.financialplanningassociation.org/chapter/fpa-metro-new-york Form 990, Part II, Signing Officer: Stephanie Carmel, President, was replaced by Erin Slocum, President Elect, after the end of this tax period, 12/31/22. Accordingly Erin Slocum is signing the return as President for this tax period. Form 990, Part VI, Section A, line 6 Any individual demonstrating a professional interest in financial planning and willing to embrace the purposes of FPA and abide by the bylaws is eligible for membership in the Association. Each member in good standing will be entitled to one vote on each matter required to be submitted to a vote of the members by law, the Articles of Incorporation, or these Bylaws. During 2022, there were no items voted on by members. Form 990, Part VI, Section B, line 11b Form 990 is prepared by an independent CPA firm and reviewed in detail by the organization's top management. The reviewed Form 990 is then provided to the board of directors prior to filing with the IRS. Form 990, Part VI, Section B, line 12c The organization requires all officers and board members to annually complete and sign a conflict of interest questionnaire. The President is responsible for reviewing the signed statements and ensuring that interested persons are in compliance with the conflict of interest policy. The Past President/Chair is responsible for reviewing the President's signed statement and ensuring that the President is in compliance with the conflict of interest policy. Should any potential conflicts of interest be disclosed, the board member or officer would be asked to refrain from participation in any deliberation or decision with regard to matters affected by the relationship. Form 990, Part VI, Section B, line 15 The organization does not compensate any officers or key employees. Therefore, these lines were answered no in accordance with the instructions. Form 990, Part VI, Section C, line 19 The organization's governing documents, conflict of interest policy, and financial statements are not available to the public.