PROPUBLICA Fearless Reporting for an Informed Society — Join Us.
DONATE
Skip to content
ProPublica Donate
ProPublica Donate

Association For Financial Professionals On W Ny

  • Rochester, NY
  • Tax-exempt since March 1992
  • EIN: 16-1374545

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
$34.8k (2024)

Expenses
$31.3k (2024)

Total Assets
$29.3k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2012 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 June
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$34,791
Expenses
$31,325
Net Income
$3,466
Net Assets
$29,288
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $31,519
90.6%
Investment Income $2
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $29,288
Total Liabilities $0
Net Assets $29,288
Compensation
Key Employees and Officers Compensation Other
Josh Kaplan (President) $0 $0
Joe Pereira (Co Vp/Treasurer) $0 $0
April Anderson (Co Vp/Treasurer) $0 $0
Ross Graney (Conference Co Chair) $0 $0
Frank Cipriano (Meeting/Venue Chair) $0 $0
Andrew Zemrac (Conference Co Chair) $0 $0
Bethany Arnold (Website Chair) $0 $0
Kathryn Finucane (Secretary) $0 $0
Brett Rawlings (Nominating Chair) $0 $0
Casey Demarco (Membership Chair) $0 $0
Tiana Carman (Membership Co Chair) $0 $0
Catherine Mattis (Social Media Chair) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 15, 2024

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

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$21,867
Expenses
$31,969
Net Income
-$10,102
Net Assets
$25,822
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $19,690
90.0%
Investment Income $2
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $25,822
Total Liabilities $0
Net Assets $25,822
Compensation
Key Employees and Officers Compensation Other
Josh Kaplan (President) $0 $0
Joe Pereira (Co Vp/Treasurer) $0 $0
April Anderson (Co Vp/Treasurer) $0 $0
Ross Graney (Conference Co Chair) $0 $0
Frank Cipriano (Meeting/Venue Chair) $0 $0
Andrew Zemrac (Conference Co Chair) $0 $0
Bethany Arnold (Website Chair) $0 $0
Kathryn Finucane (Secretary) $0 $0
Brett Rawlings (Nominating Chair) $0 $0
Casey Demarco (Membership Chair) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 16, 2023

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

View Filing
PDF XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$24,694
Expenses
$24,278
Net Income
$416
Net Assets
$35,924
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $22,407
90.7%
Investment Income $2
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $35,924
Total Liabilities $0
Net Assets $35,924
Compensation
Key Employees and Officers Compensation Other
Josh Kaplan (President) $0 $0
Joe Pereira (Co Vp/Treasurer) $0 $0
April Anderson (Co Vp/Treasurer) $0 $0
Brandon Pensgen (Conference Co Chair) $0 $0
Frank Cipriano (Meeting/Venue Chair) $0 $0
Tim Yetter (Conference Co Chair) $0 $0
Bethany Arnold (Website Chair) $0 $0
Kathryn Finucane (Secretary) $0 $0
Brett Rawlings (Nominating Chair) $0 $0
Casey Demarco (Membership Chair) $0 $0
+ View more people

Document Links

990-EZ
Filed on June 28, 2023

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

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$20,511
Expenses
$14,575
Net Income
$5,936
Net Assets
$35,508
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $18,299
89.2%
Investment Income $37
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $35,508
Total Liabilities $0
Net Assets $35,508
Compensation
Key Employees and Officers Compensation Other
Josh Kaplan (President) $0 $0
Joe Pereira (Co Vp/Treasurer) $0 $0
April Anderson (Co Vp/Treasurer) $0 $0
Brandon Pensgen (Conference Co Chair) $0 $0
Frank Cipriano (Meeting/Venue Chair) $0 $0
Tim Yetter (Conference Co Chair) $0 $0
Sean Mckay (Website Chair) $0 $0
Kathryn Finucane (Secretary) $0 $0
Brett Rawlings (Nominating Chair) $0 $0
Casey Demarco (Membership Chair) $0 $0
+ View more people

Document Links

990-EZ
Filed on Dec. 10, 2021

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

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$22,708
Expenses
$20,141
Net Income
$2,567
Net Assets
$29,572
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $19,690
86.7%
Investment Income $243
1.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $29,572
Total Liabilities $0
Net Assets $29,572
Compensation
Key Employees and Officers Compensation Other
Josh Kaplan (President) $0 $0
Joe Pereira (Vp/Treasurer) $0 $0
Brandon Pensgen (Conference / Program Chairperson) $0 $0
Sean Mckay (Membership Chairperson) $0 $0
Frank Cipriano (Meeting/Venue Chairperson) $0 $0
Kathryn Finucane (Website Chairperson) $0 $0
Brett Rawlings (Nominating Chairperson) $0 $0
Darlene Hookstra (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on April 9, 2021

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

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$33,305
Expenses
$33,441
Net Income
-$136
Net Assets
$27,005
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $29,725
89.3%
Investment Income $280
0.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $27,005
Total Liabilities $0
Net Assets $27,005
Compensation
Key Employees and Officers Compensation Other
Joe Pereira (President) $0 $0
Matt Pavia (Vp/Treasurer) $0 $0
Laura Metzger (Membership Co Chair) $0 $0
Richard Serpa (Program Chair) $0 $0
Frank Cipriano (Meeting Chair) $0 $0
Jerome Fleming (Website/Publicity Chair) $0 $0
Josh Kaplan (Nominating Chair) $0 $0
Darlene Hookstra (Secretary) $0 $0
Amanda Hanes (Membership Co Chair) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 10, 2019

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

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$31,452
Expenses
$25,667
Net Income
$5,785
Net Assets
$27,141
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $26,550
84.4%
Investment Income $127
0.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $27,141
Total Liabilities $0
Net Assets $27,141
Compensation
Key Employees and Officers Compensation Other
Josh Kaplan (President) $0 $0
Joe Pereira (Vp/Treasurer) $0 $0
Darlene Hookstra (Membership Chair) $0 $0
Richard Serpa (Program Chair) $0 $0
Frank Cipriano (Meeting Chair) $0 $0
April Anderson (Website/Publicity Chair) $0 $0
Betty Tudisco (Nominating Chair) $0 $0
Jerome Fleming (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 14, 2018

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

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$21,729
Expenses
$24,259
Net Income
-$2,530
Net Assets
$21,356
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $19,280
88.7%
Investment Income $199
0.9%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $21,356
Total Liabilities $0
Net Assets $21,356
Compensation
Key Employees and Officers Compensation Other
Josh Kaplan (President) $0 $0
Betty Tudisco (Vp/Treasurer) $0 $0
Darlene Hookstra (Membership Chair) $0 $0
Joe Pereira (Program Chair) $0 $0
Frank Cipriano (Meeting Chair) $0 $0
April L Anderson (Publicity/Communications) $0 $0
Nancy Pool (Nominating Chair) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 15, 2017

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

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$24,542
Expenses
$38,959
Net Income
-$14,417
Net Assets
$23,886
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $21,301
86.8%
Investment Income $241
1.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $23,886
Total Liabilities $0
Net Assets $23,886
Compensation
Key Employees and Officers Compensation Other
Nancy Pool (President) $0 $0
Josh Kaplan (Vp/Treasurer) $0 $0
Jane Mickles (Membership Chair) $0 $0
Joe Pereira (Program Chair) $0 $0
Sarah Fox (Meeting Chair) $0 $0
April L Anderson (Publicity/Communications) $0 $0
Phyllis Cologgi (Nominating Chair) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 11, 2016

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

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$27,263
Expenses
$23,503
Net Income
$3,760
Net Assets
$38,303
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $24,075
88.3%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $263
1.0%
Assets/Debt
Total Assets $38,303
Total Liabilities $0
Net Assets $38,303
Compensation
Key Employees and Officers Compensation Other
Phyllis Cologgi (President) $0 $0
Nancy Pool (Vp/Treasurer) $0 $0
Jane Mickles (Membership Chair) $0 $0
Josh Kaplan (Program Chair) $0 $0
Sarah Fox (Meeting Chair) $0 $0
Amy Bartek (Publicity/Communications) $0 $0
Brian Mosher (Nominating Chair) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 12, 2015

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

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$22,462
Expenses
$22,902
Net Income
-$440
Net Assets
$34,543
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $22,300
99.3%
Investment Income $162
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $34,543
Total Liabilities $0
Net Assets $34,543
Compensation
Key Employees and Officers Compensation Related Other
Brian Mosher Ctp (President) $0 $0 $0
Phyllis Cologgi (Vp/Treasurer) $0 $0 $0
Allana Lazeroff (Secretary) $0 $0 $0
Cynthia Maine (Membership Chairperson) $0 $0 $0
Elizabeth Tudisco (Nominating Chairperson) $0 $0 $0
Nancy Pool (Meeting Chairperson) $0 $0 $0
Josh Kaplan (Conference Chair) $0 $0 $0
Doug Baxter (Website/Government Relatio) $0 $0 $0
Kristy Trombley (Program Chairperson) $0 $0 $0
+ View more people

Document Links

990
Filed on July 28, 2014

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

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$22,326
Expenses
$22,526
Net Income
-$200
Net Assets
$34,983
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,465
15.5%
Program Services $18,800
84.2%
Investment Income $61
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $34,983
Total Liabilities $0
Net Assets $34,983

Document Links

990
Filed on March 27, 2014

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

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$21,167
Expenses
$23,261
Net Income
-$2,094
Net Assets
$34,813
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,090
14.6%
Program Services $18,024
85.2%
Investment Income $53
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $35,538
Total Liabilities $725
Net Assets $34,813

Document Links

990

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

PDF

Fiscal Year Ending June
2011

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

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

PDF

Fiscal Year Ending June
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

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

PDF

Fiscal Year Ending June
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

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

PDF

Fiscal Year Ending June
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

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

PDF

Fiscal Year Ending June
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

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

PDF

Fiscal Year Ending June
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

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

PDF

Fiscal Year Ending June
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

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

PDF

About 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 »

Byline

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

Updated