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Nonprofit · EIN 04-2753415

NEW ENGLAND ASSOCIATION FOR FINANCIAL PROFESSIONALS INC

Tax-exempt · SALEM, MA 01970

Financials

$212K$287K2023$186K$187K2024$192K$173K2025
Revenue Expenses · by fiscal year end
Financials of NEW ENGLAND ASSOCIATION FOR FINANCIAL PROFESSIONALS INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2026990$191,803$172,915$18,888$40,678$68,195-$27,517
June 30, 2025990$186,282$186,519-$237$23,905$70,310-$46,405
June 30, 2024990$212,447$287,223-$74,776$25,901$72,069-$46,168
Financial details: 990 for the year ended June 30, 2026

Revenue

Contributions, gifts and grants
$12,175
Membership dues
$12,175
Program service revenue
$179,625
Investment income
$3
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$36,083
Salaries, compensation and benefits (total)
$41,415
Professional fundraising fees
$0
Accounting fees
$8,550
Depreciation
$20
Program services (functional)
$88,705
Management and general (functional)
$84,210

Balance sheet and other

Total assets, start of year
$23,905
Total assets, end of year
$40,678
Total liabilities, end of year
$68,195
Net assets, end of year
-$27,517
Gross receipts
$191,803
Employees
1
Volunteers
23
Year formed
1982
State of legal domicile
MA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
John ParisPresident
Trustee or director, Officer
4$0
Samira BenchikhiVice President
Trustee or director, Officer
4$0
Narda ShuttTreasurer
Trustee or director, Officer
4$0
Kristen MillsSecretary
Trustee or director, Officer
4$0
Joseph ApauDirector
Trustee or director
2$0
Tim BuzanoskiDirector
Trustee or director
2$0
John DownesDirector
Trustee or director
2$0
Kevin DrewDirector
Trustee or director
2$0
Rich FlorezDirector
Trustee or director
2$0
Stephanie FontesDirector
Trustee or director
2$0
Nancy GarrityDirector
Trustee or director
2$0
Stevie GoidaDirector
Trustee or director
2$0
Lauren IntinarelliDirector
Trustee or director
2$0
Ann KleinDirector
Trustee or director
2$0
Scott McGrathDirector
Trustee or director
2$0
6 more people on this return
NameTitleHours / weekCompensation
Katya QuerzeDirector
Trustee or director
2$0
Cila SaydDirector
Trustee or director
2$0
Jeff ScribnerDirector
Trustee or director
2$0
Peter ThompsonDirector
Trustee or director
2$0
Tyler ThurgoodDirector
Trustee or director
2$0
Colin WilliamsDirector
Trustee or director
2$0
990 for the year ended June 30, 2025: 21 people
NameTitleHours / weekCompensation
Peter ThompsonPresident
Trustee or director, Officer
4$0
John ParisVice President
Trustee or director, Officer
4$0
Narda ShuttTreasurer
Trustee or director, Officer
4$0
Kristen MillsSecretary
Trustee or director, Officer
4$0
Rich FlorezDirector
Trustee or director
2$0
John DownesDirector
Trustee or director
2$0
Jeffrey ScribnerDirector
Trustee or director
2$0
Joseph ApauDirector
Trustee or director
2$0
Tim BuzanoskiDirector
Trustee or director
2$0
Stephanie FontesDirector
Trustee or director
2$0
Kevin DrewDirector
Trustee or director
2$0
Anne KleinDirector
Trustee or director
2$0
Scott McGrathDirector
Trustee or director
2$0
Samira BenchikiDirector
Trustee or director
2$0
Tyler ThurgoodDirector
Trustee or director
2$0
Nancy GarrityDirector
Trustee or director
2$0
Lauren IntinarlliDirector
Trustee or director
2$0
Colin WilliamsDirector
Trustee or director
2$0
Stevie Marie GoidaDirector
Trustee or director
2$0
Tim CoakleyDirector
Trustee or director
2$0
Jay ParkDirector
Trustee or director
2$0
990 for the year ended June 30, 2024: 18 people
NameTitleHours / weekCompensation
Peter ThompsonPresident
Trustee or director, Officer
4$0
John ParisVice-President
Trustee or director, Officer
4$0
Narda ShuttTreasurer
Trustee or director, Officer
4$0
Kristen MillsClerk
Trustee or director, Officer
4$0
Maureen RubelAssistant Clerk
Trustee or director, Officer
40$0
Jay ParkDirector
Trustee or director
2$0
Rich FlorezDirector
Trustee or director
2$0
John DownesDirector
Trustee or director
2$0
Jeffrey ScribnerDirector
Trustee or director
2$0
Joseph ApauDirector
Trustee or director
2$0
Tim CoakleyDirector
Trustee or director
2$0
Tim BuzanoskiDirector
Trustee or director
2$0
Stephanie FontesDirector
Trustee or director
2$0
Kevin DrewDirector
Trustee or director
2$0
Ann KleinDirector
Trustee or director
2$0
Scott McGrathDirector
Trustee or director
2$0
Samira BenchikiDirector
Trustee or director
2$0
Stevie Marie GoidaDirector
Trustee or director
2$0

Address and contacts

Address (IRS master file)
CO RYAN COSCIA PC 256 ESSEX ST, SALEM, MA 01970-0000
In care of
% RYAN & COSCIA PC
Principal officer (990 for 2025)
John Paris, c/o RYAN COSCIA PC 256 ESSEX ST, SALEM, MA 01970
Signed the 990
John Paris, President
Phone
(978) 744-1760
Return prepared by
Ryan & Coscia PC

Mission

Education for Treasury Managers and others.

990 for the year ended June 30, 2026

Program accomplishments

  • Annual Regional Treasury Managers Conference to acquaint Treasury Managers & others with new trends, equip, laws, regs, procedures. Quantity = 1 Attendees = 232
    Expenses $88,705 · revenue $179,625
  • Bi-Monthly member meetings to provide education to Treasury Managers & others on selected topics of current relevance. Quantity = 4 Attendees = 146
  • Intermediate Treasury management Meeting. Quantity = 2 Attendees = 8

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026990 on file
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
04-2753415
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1982
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$40,678
Income (IRS master file)
$191,803

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2026$191,803$172,915$40,678XML
990June 2025$186,282$186,519$23,905XML
990June 2024$212,447$287,223$25,901XML
990June 2023$198,415$250,130$100,570IRS
990June 2022$145,695$120,676$154,156IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2753415).

Questions about NEW ENGLAND ASSOCIATION FOR FINANCIAL PROFESSIONALS INC

What is the EIN of NEW ENGLAND ASSOCIATION FOR FINANCIAL PROFESSIONALS INC?
The employer identification number (EIN) of NEW ENGLAND ASSOCIATION FOR FINANCIAL PROFESSIONALS INC is 04-2753415.
Is NEW ENGLAND ASSOCIATION FOR FINANCIAL PROFESSIONALS INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
Are donations to NEW ENGLAND ASSOCIATION FOR FINANCIAL PROFESSIONALS INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does NEW ENGLAND ASSOCIATION FOR FINANCIAL PROFESSIONALS INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of NEW ENGLAND ASSOCIATION FOR FINANCIAL PROFESSIONALS INC due?
The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did NEW ENGLAND ASSOCIATION FOR FINANCIAL PROFESSIONALS INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2026.
Who is the principal officer of NEW ENGLAND ASSOCIATION FOR FINANCIAL PROFESSIONALS INC?
The 990 for the year ended June 30, 2026 names John Paris.
Who are the officers and directors of NEW ENGLAND ASSOCIATION FOR FINANCIAL PROFESSIONALS INC?
The 990 for the year ended June 30, 2026 lists 21 people; 0 received compensation from the organization.
How much revenue does NEW ENGLAND ASSOCIATION FOR FINANCIAL PROFESSIONALS INC have?
On its 990 for the year ended June 30, 2026 it reported revenue of $191,803, expenses of $172,915 and total assets of $40,678 at year end.

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