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Nonprofit · EIN 23-6297544

INVESTMENT TRADERS ASSOCIATION OF PHILADELPHIA

Tax-exempt · CONSHOHOCKEN, PA 19428

Financials

$87K$87K2023$91K$110K2024$95K$73K2025
Revenue Expenses · by fiscal year end
Financials of INVESTMENT TRADERS ASSOCIATION OF PHILADELPHIA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$94,896$73,427$21,469$105,030$0$105,030
December 31, 2024990-EZ$91,070$109,643-$18,573$83,561$0$83,561
December 31, 2023990-EZ$86,876$86,575$301$102,134$0$102,134
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Membership dues
$10,765
Net income from fundraising events
$84,131

Expenses

Grants and similar amounts paid
$6,150
Compensation of officers, directors and key employees
$0
Other expenses
$67,277

Balance sheet and other

Total assets, start of year
$83,561
Total assets, end of year
$105,030
Total liabilities, end of year
$0
Net assets, end of year
$105,030
Cash, savings and investments
$105,030
Gross receipts
$94,896

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-EZ for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
RYAN FITZPATRICKSECRETARY0.5$0
DAVID FLOODSPONSOR RELATIONS0.5$0
CHRISTINA KOWALSKIOFFICER0.5$0
RAYMOND HALLYPRESIDENT0.5$0
WINGATE GRIMTREASURER0.5$0
JUDGE HUGOFFICER0.5$0
DYLAN THOMPSONOFFICER0.5$0
MICHAEL MCGOWANOFFICER0.5$0
JACK KIMMELOFFICER0$0
BRIAN PEARSOFFICER0$0
990-EZ for the year ended December 31, 2024: 8 people
NameTitleHours / weekCompensation
CARLOS JIMENEZOFFICER0.5$0
JOHN DUNFEEPRESIDENT0.5$0
CHRISTINA KOWALSKIOFFICER0.5$0
RAYMOND HALLYVICE PRESIDENT0.5$0
WINGATE GRIMTREASURER0.5$0
SCOTT RICHARDSECRETARY0.5$0
JOSEPH WITTHOHNOFFICER0.5$0
ERIC GREENOFFICER0.5$0
990-EZ for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensation
CARLOS JIMENEZOFFICER0$0
JOHN DUNFEEVICE PRESIDENT0$0
GEORGE PSITOSSECRETARYTREASURER0$0
MICHAEL KINSELLAOFFICER0$0
CHRISTINA KOWALSKIPRESIDENT0$0
JAMES NOLENOFFICER0$0
RAYMOND HALLYOFFICER0$0
WINGATE GRIMOFFICER0$0

Address and contacts

Address (IRS master file)
1950 BUTLER PIKE STE 123, CONSHOHOCKEN, PA 19428-1202
In care of
% WINGATE GRIM
Signed the 990-EZ
WINGATE GRIM, TREASURER
Phone
(610) 862-5330
Return prepared by
MARTY BERRY LLC

Mission

TO APPRISE THE MEMBERS OF UPCOMING PRAC

990-EZ for the year ended December 31, 2025

Program accomplishments

  • ORGANIZATION IS A PROFESSIONAL ASSOCIATION OF INVESTMENT TRADERS IN THE PHILADELPHIA AREA. THE PURPOSE IS TO APPRISE THE MEMBERS OF UPCOMING PRACTICES IN THE INVESTMENT INDUSTRY A

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-EZ on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

File the 2026 990-EZ for INVESTMENT TRADERS ASSOCIATION OF PHILADELPHIA

Due May 17, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
23-6297544
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1945
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$105,030
Income (IRS master file)
$94,896

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$94,896$73,427$105,030XML
990-EZDecember 2024$91,070$109,643$83,561XML
990-EZDecember 2023$86,876$86,575$102,134XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2019–––IRS
990-EZDecember 2018–––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 23-6297544).

Questions about INVESTMENT TRADERS ASSOCIATION OF PHILADELPHIA

What is the EIN of INVESTMENT TRADERS ASSOCIATION OF PHILADELPHIA?
The employer identification number (EIN) of INVESTMENT TRADERS ASSOCIATION OF PHILADELPHIA is 23-6297544.
Is INVESTMENT TRADERS ASSOCIATION OF PHILADELPHIA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1945.
Are donations to INVESTMENT TRADERS ASSOCIATION OF PHILADELPHIA tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does INVESTMENT TRADERS ASSOCIATION OF PHILADELPHIA 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 INVESTMENT TRADERS ASSOCIATION OF PHILADELPHIA due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did INVESTMENT TRADERS ASSOCIATION OF PHILADELPHIA last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
Who are the officers and directors of INVESTMENT TRADERS ASSOCIATION OF PHILADELPHIA?
The 990-EZ for the year ended December 31, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does INVESTMENT TRADERS ASSOCIATION OF PHILADELPHIA have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $94,896, expenses of $73,427 and total assets of $105,030 at year end.

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