Skip to content

New York · Nonprofit

FPA of Metro New York Inc

FPA of Metro New York Inc (New York) receives grants from 1 organization whose IRS filings report $122,616 to it, the largest being FINANCIAL PLANNING ASSOCIATION ($122,616). 0 of them have funded it in more than one year.

Revenue FY2024
$83k
Funders on record
1
Grants received
$123k
Net assets
$105k
0/1 repeat funderspeak grant-dependency 55%
01What it does

What FPA of Metro New York Inc does

Mission

The purpose of the Chapter is to support the Financial Planning Association's purpose and policies.

As stated on its FY2024 Form 990-EZ.

Programs

  1. 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.

  2. 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.

  3. 6/18/2024: Hosted a social chapter networking event at Five Iron in NYC.

  4. 11/6/2024: Hosted an educational event at Harbor Capital, giving our members an opportunity to network with this group of allied professionals.

The 4 programs described on its FY2024 Form 990-EZ. Program spending in total: $0.

02The organization over time

The organization over time

Each line starts at 100 in 2022, so what you read is the shape rather than the size: 150 means half as much again as 2022, 50 means half. The number beside each label in the key is where it ended.

100 = 20222022 Revenue 100 ($221k) Expenses 100 ($100k) Net assets 100 ($121k)2023 Revenue 43 ($95k) Expenses 97 ($97k) Net assets 99 ($119k)2024 Revenue 37 ($83k) Expenses 94 ($94k) Net assets 87 ($105k)
202220232024
Revenue (37)Expenses (94)Net assets (87)

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2023 to 2024, from $119k to $105k (−12%).

$121k
$119k
$105k
202220232024
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2022
2023
2024
ContributionsProgram revenueInvestmentOther

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 2 of the last 3 reported years ran a deficit.

$121k
’22
−$2k
’23
−$11k
’24
15
months of
reserve
03Who funds it

Who funds it, year by year

Grant support over time, funder by funder — shade shows the grant size each year.

Funder
'22
total
funders
1

From the IRS filings of FPA of Metro New York Inc’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

FPA of Metro New York Inc draws 100% of its grant income from funders outside New York, across 1 state in all.

CO

Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Organizations like FPA of Metro New York Inc

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In New York

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Screen this organization

A dated, signed PDF of the compliance screen for FPA of Metro New York Inc: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

A paid feature, included from the $75 plan up. Sign in to download.

Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds FPA of Metro New York Inc?
FPA of Metro New York Inc (New York) receives grants from 1 organization whose IRS filings report $122,616 to it, the largest being FINANCIAL PLANNING ASSOCIATION ($122,616). 0 of them have funded it in more than one year.
How many funders does FPA of Metro New York Inc have?
IRS filings report 1 organization giving $122,616 in grants to FPA of Metro New York Inc.
Who is the largest funder of FPA of Metro New York Inc?
FINANCIAL PLANNING ASSOCIATION is the largest funder on record, with $122,616 in grants. The full list of funders is on this page.
How can an organization like FPA of Metro New York Inc find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in New York. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds FPA of Metro New York →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2022–2024), and the filings of 1 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing