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Financial Planning Association

Fpa Of The Greater Hudson Valley
  • White Plains, NY
  • Tax-exempt since Sept. 2000
  • EIN: 13-3527414

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$13.6k (2024)

Expenses
$13.4k (2024)

Total Assets
$23.8k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$13,626
Expenses
$13,438
Net Income
$188
Net Assets
$23,848
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $883
6.5%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $23,848
Total Liabilities $0
Net Assets $23,848
Compensation
Key Employees and Officers Compensation Other
Bill Brancaccio Cfp (Past President) $0 $0
Byke Sestok Cfp (Director) $0 $0
David Lasco Cfp (Director) $0 $0
Alfie Schloss (Director) $0 $0
Nicholas I Quartarano Cfp (Director) $0 $0
Neil Lubarsky Esq (Director) $0 $0
Joe A Manno (Director) $0 $0
Thomas Ausfahl Cfp (Secretary) $0 $0
Andrew Horowitz Cfp (Treasurer) $0 $0
Laura Medigovich Cfp (President) $0 $0
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Document Links

990-EZ
Filed on Aug. 11, 2025

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$19,693
Expenses
$21,714
Net Income
-$2,021
Net Assets
$23,660
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,015
25.5%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $23,660
Total Liabilities $0
Net Assets $23,660
Compensation
Key Employees and Officers Compensation Other
Byke Sestok Cfp (Past President) $0 $0
David Lasco Cfp (Director) $0 $0
Laura Medigovich Cfp (Director) $0 $0
Alfie Schloss (Director) $0 $0
Nicholas I Quartarano Cfp (Director) $0 $0
Neil Lubarsky Esq (Allied Professional) $0 $0
Bill Brancaccio Cfp (President) $0 $0
Thomas Ausfahl Cfp (Secretary) $0 $0
Andrew Horowitz Cfp (Treasurer) $0 $0
+ View more people

Document Links

990-EZ
Filed on March 4, 2024

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$19,853
Expenses
$21,708
Net Income
-$1,855
Net Assets
$25,681
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,277
26.6%
Investment Income $3
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $25,681
Total Liabilities $0
Net Assets $25,681
Compensation
Key Employees and Officers Compensation Other
Byrke Sestok (Chairman) $0 $0
Thomas W Ausfahl (Secretary) $0 $0
Andrew Horowitz (Treasurer) $0 $0
Bill Brancaccio (President) $0 $0
Laura Medigovich (Director Adv) $0 $0
Alfie Schloss (Dir. Pro Bon) $0 $0
Neil Lubarsky Esq (Allied Profe) $0 $0
David Lasco (Dir Nexgen) $0 $0
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990-EZ
Filed on Aug. 31, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$20,986
Expenses
$17,593
Net Income
$3,393
Net Assets
$27,536
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $457
2.2%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,735
13.0%
Assets/Debt
Total Assets $27,536
Total Liabilities $0
Net Assets $27,536
Compensation
Key Employees and Officers Compensation Other
Byrke Sestok (Past Preside) $0 $0
Thomas W Ausfahl (Secretary) $0 $0
Andrew Horowitz (Treasurer) $0 $0
Bill Brancaccio (President) $0 $0
Laura Medigovich (Director Adv) $0 $0
Alfie Schloss (Dir. Pro Bon) $0 $0
Neil Lubarsky Esq (Allied Profe) $0 $0
David Lasco (Dir Nexgen) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 16, 2022

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$22,165
Expenses
$18,240
Net Income
$3,925
Net Assets
$24,134
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,285
5.8%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,385
10.8%
Assets/Debt
Total Assets $24,134
Total Liabilities $0
Net Assets $24,134
Compensation
Key Employees and Officers Compensation Other
Byrke Sestok (President) $0 $0
Thomas W Ausfahl (Secretary) $0 $0
Thomas W Ausfahl (Chairperson) $0 $0
Andrew Horowitz (Treasurer) $0 $0
Byrke Sestok (Director Prg) $0 $0
Laura Medigovich (Director Adv) $0 $0
Marcia Kaplan (Allied Prof.) $0 $0
Adam Kozak (Dir. Pro Bon) $0 $0
David Lasco (Dir. Nextgen) $0 $0
Ron Latz (Director Mem) $0 $0
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990-EZ
Filed on May 17, 2021

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$35,997
Expenses
$35,541
Net Income
$456
Net Assets
$20,210
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,471
12.4%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $8,282
23.0%
Assets/Debt
Total Assets $20,210
Total Liabilities $0
Net Assets $20,210
Compensation
Key Employees and Officers Compensation Other
Byrke Sestok (President) $0 $0
Thomas W Ausfahl (Secretary) $0 $0
Thomas W Ausfahl (Chairperson) $0 $0
Andrew Horowitz (Treasurer) $0 $0
Byrke Sestok (Director Prg) $0 $0
Laura Medigovich (Director Adv) $0 $0
Marcia Kaplan (Allied Prof.) $0 $0
Adam Kozak (Dir. Pro Bon) $0 $0
David Lasco (Dir. Nextgen) $0 $0
Randolph Freese (Director Mem) $0 $0
+ View more people

Document Links

990-EZ
Filed on Feb. 25, 2020

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$40,983
Expenses
$43,163
Net Income
-$2,180
Net Assets
$19,754
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,593
25.8%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,228
12.8%
Assets/Debt
Total Assets $19,754
Total Liabilities $0
Net Assets $19,754
Compensation
Key Employees and Officers Compensation Other
Byrke Sestok (President) $0 $0
Thomas W Ausfahl (Secretary) $0 $0
Thomas W Ausfahl (Chairperson) $0 $0
Andrew Howowitz (Treasurer) $0 $0
Byrke Sestok (Director Programs/Sponsorship) $0 $0
Laura Medigovich (Director Advocacy) $0 $0
Marcia Kaplan (Allied Professional Direct) $0 $0
Adam Kozak (Director Pro Bono Public Awareness) $0 $0
David Lasco (Director Nextgen/Social Media) $0 $0
Randolph Freese (Director Membership) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 10, 2019

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$32,783
Expenses
$30,979
Net Income
$1,804
Net Assets
$21,934
Notable Sources of Revenue Percent of Total Revenue
Contributions $120
0.4%
Program Services $2,612
8.0%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,552
20.0%
Assets/Debt
Total Assets $21,934
Total Liabilities $0
Net Assets $21,934
Compensation
Key Employees and Officers Compensation Other
Thomas Ausfahl (President) $0 $0
David Parker (Past President) $0 $0
David Parker (Secretary) $0 $0
Mark Brownstein (Chairperson) $0 $0
Andrew Howowitz (Treasurer) $0 $0
Larry Luxenberg (Sponsorship Director) $0 $0
Steve Luongo (Programs Chairperson) $0 $0
Laura Medigovich (Government Relations Direc) $0 $0
Randolph Freese (Membership Director) $0 $0
Marcia Kaplan (Allied Professional Direct) $0 $0
Alfie Schloss (Programs Committee) $0 $0
Neil Lubarsky (Programs Committee) $0 $0
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990-EZ
Filed on May 15, 2018

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$36,751
Expenses
$36,395
Net Income
$356
Net Assets
$20,130
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,209
22.3%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,750
10.2%
Assets/Debt
Total Assets $20,130
Total Liabilities $0
Net Assets $20,130
Compensation
Key Employees and Officers Compensation Other
Thomas Ausfahl (President) $0 $0
David Parker (Past President) $0 $0
David Parker (Secretary) $0 $0
Mark Brownstein (Chairperson) $0 $0
Andrew Howowitz (Treasurer) $0 $0
Larry Luxenberg (Sponsorship Director) $0 $0
Steve Luongo (Programs Chairperson) $0 $0
Laura Medigovich (Government Relations Direc) $0 $0
Randolph Freese (Membership Director) $0 $0
Marcia Kaplan (Allied Professional Direct) $0 $0
Alfie Schloss (Programs Committee) $0 $0
Neil Lubarsky (Programs Committee) $0 $0
+ View more people

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990-EZ
Filed on April 4, 2017

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$29,615
Expenses
$33,751
Net Income
-$4,136
Net Assets
$19,774
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,471
11.7%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,000
20.3%
Assets/Debt
Total Assets $19,774
Total Liabilities $0
Net Assets $19,774
Compensation
Key Employees and Officers Compensation Other
David Parker (President) $0 $0
Mark Brownstein (Past President) $0 $0
Adam Kalender (Secretary) $0 $0
Anthony Leopizzi (Chairperson) $0 $0
Rodd Berro (Treasurer) $0 $0
Sanford Wollman (Public Awareness Director) $0 $0
Michel Gardner (Sponsorship Director) $0 $0
Larry Luxenberg (Public Relations Director) $0 $0
John A Politi (Programs Co Director) $0 $0
George Koeltl (Programs Co Director) $0 $0
Laura Medigovich (Government Relations Direc) $0 $0
Thoms W Ausfahl (Membership Director) $0 $0
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990-EZ
Filed on May 6, 2016

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$38,125
Expenses
$32,445
Net Income
$5,680
Net Assets
$23,910
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,601
19.9%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $7,954
20.9%
Assets/Debt
Total Assets $23,910
Total Liabilities $0
Net Assets $23,910
Compensation
Key Employees and Officers Compensation Other
David Parker (President) $0 $0
Mark Brownstein (Past President) $0 $0
Adam Kalender (Secretary) $0 $0
Anthony Leopizzi (Chairperson) $0 $0
Rodd Berro (Treasurer) $0 $0
Sanford Wollman (Public Awareness Director) $0 $0
Michel Gardner (Sponsorship Director) $0 $0
Larry Luxenberg (Public Relations Director) $0 $0
John A Politi (Programs Co Director) $0 $0
George Koeltl (Programs Co Director) $0 $0
Laura Medigovich (Government Relations Direc) $0 $0
Thoms W Ausfahl (Membership Director) $0 $0
+ View more people

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990-EZ
Filed on May 5, 2015

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$34,246
Expenses
$39,668
Net Income
-$5,422
Net Assets
$18,230
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,882
25.9%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,654
7.7%
Assets/Debt
Total Assets $18,230
Total Liabilities $0
Net Assets $18,230
Compensation
Key Employees and Officers Compensation Other
David Parker (President) $0 $0
Mark Brownstein (Past President) $0 $0
Adam Kalender (Secretary) $0 $0
Anthony Leopizzi (Chairperson) $0 $0
Rodd Berro (Treasurer) $0 $0
Sanford Wollman (Public Awareness Director) $0 $0
Michel Gardner (Sponsorship Director) $0 $0
Larry Luxenberg (Public Relations Director) $0 $0
John A Politi (Programs Co Director) $0 $0
George Koeltl (Programs Co Director) $0 $0
Laura Medigovich (Government Relations Director) $0 $0
Thoms W Ausfahl (Membership Director) $0 $0
+ View more people

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990-EZ
Filed on March 2, 2014

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$35,130
Expenses
$38,817
Net Income
-$3,687
Net Assets
$23,652
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,651
21.8%
Investment Income $2
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,100
3.1%
Assets/Debt
Total Assets $23,652
Total Liabilities $0
Net Assets $23,652

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$46,796
Expenses
$44,820
Net Income
$1,976
Net Assets
$27,339
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $12,786
27.3%
Investment Income $2
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $7,050
15.1%
Assets/Debt
Total Assets $27,339
Total Liabilities $0
Net Assets $27,339

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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