Brooklyn, NY
4 risk indicators measuring financial stability and operational resilience
Sign in with your work email to view Tuckman-Chang indicators
Sign In — Free (10 views/day)FPA of Metro New York Inc, founded in 2021, is a small nonprofit that reported $221K in total revenue in fiscal year 2022. The organization ran a surplus of $121K, a strong 55% operating margin.
The purpose of the Chapter is to support Financial Planning Association's purpose and policies.
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...
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...
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...
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.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
Sign in to view Trantor Score and financial metrics
Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2022 | 2021 | Change | |
|---|---|---|---|
| Revenue | $221,033 | N/A | N/A |
| Expenses | $100,108 | N/A | N/A |
| Net Income | $120,925 | N/A | N/A |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
Sign in to view all financial metrics
Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| Stephanie Carmel | President | 5.00 |
Officer
Director
|
$0 | $0 | $0 |
| Erin Slocum | President Elect | 5.00 |
Officer
Director
|
$0 | $0 | $0 |
| Viktoria Kamin | Secretary and Treasurer | 5.00 |
Officer
Director
|
$0 | $0 | $0 |
| Robert Hernandez | Past President/Chair | 5.00 |
Officer
Director
|
$0 | $0 | $0 |
| Timothy Hamilton | Advocacy Director | 5.00 |
Director
|
$0 | $0 | $0 |
| Edward Hadad | Education Director | 5.00 |
Director
|
$0 | $0 | $0 |
| Olivia LeBlan | Membership Director | 2.00 |
Director
|
$0 | $0 | $0 |
| Mallon Fitzpatrick | Sponsorship Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Rhoundy Jones | Pro Bono Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Matthew Ricks | NexGen Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Letian Dong | DE&I Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2022 | $221,033 | $100,108 | $120,925 | $120,925 |
Compare FPA of Metro New York Inc with other nonprofits in New York and across the country.