2025-07-23T15:38:40+00:00 2024-12-31 332621854 CRI Capin Crouse Advisors LLC 345 Massachusetts Ave Suite 300 Indianapolis IN 46204 990EZ 2024-01-01 874017417 FPA of Metro New York Inc FPAO 6037326852 527 Court Street Apt5B Brooklyn NY 11231 Timothy Hamilton President 9173343085 2025-07-23 true Shannon Maynard P01585823 5055022746 2024 2025-03-06 01:10:19Z 3687 X X www.financialplanningassociation.org/chapter/fpa-metro-new-york X X 82883 X 37786 45097 0 0 0 0 82883 0 78925 15041 93966 -11083 119123 -2860 105180 119123 105180 0 0 0 0 119123 105180 0 0 119123 105180 X The purpose of the Chapter is to support the Financial Planning Association's purpose and policies. 5/16/2024- Hosted an in-person Media Training event at Investopedia. Attendees learned how to speak with media and how to get involved with media discussions. 4/27/2024-4/28/2024: Hosted a virtual forum on Zoom for our members. Members were presented with two half days of education presentations that they could receive continuing education credits for. 6/18/2024: Hosted a social chapter networking event at Five Iron in NYC. 11/6/2024: Hosted an educational event at Harbor Capital, giving our members an opportunity to network with this group of allied professionals. 0 Kristin Gregory Secretary and Treasurer 5.000 0 0 0 Erin Slocum President (part year)/ Board member 5.000 0 0 0 Timothy Hamilton President Elect (part year)/President 5.000 0 0 0 Edward Hadad Sponsorship Director 1.000 0 0 0 Anora Gaudiano Membership Director 2.000 0 0 0 Stephanie Chau Advocacy Director 5.000 0 0 0 Ross Natoli Programming Director 2.000 0 0 0 Eli Baer NexGen Director 1.000 0 0 0 false false false false false 0 false false 0 false false Kristin Gregory 527 Court St Apt 5B Brooklyn NY 11231 9173343085 false false false false false false false false Form 990-EZ, Part I, Line 16 Other Expenses Technology Expense - 1488; Miscellaneous Expense - 1135; Conference and Meeting Expenses - 12418; Form 990-EZ, Part I, Line 20 Net Assets Change Loss due to Fraud - -2860; Form 990-EZ, Part III, Exempt Purpose PRIMARY EXEMPT PURPOSE The purpose of the Chapter is to support the Financial Planning Association's purpose and policies. Form 990EZ, Part III, Line 31 Description of other program services (EXPENSES $ INCLUDING GRANTS OF $ ) 11/6/2024: Hosted an educational event at Harbor Capital, giving our members an opportunity to network with this group of allied professionals.