NY-NJ Chapter of the Financial Managers Society logo

NY-NJ Chapter of the Financial Managers Society

501(c)(6) organization Princeton, NJ EIN: 11-2541084 Website

Education and professional networking opportunity for members.

Key facts about NY-NJ Chapter of the Financial Managers Society

EIN
11-2541084
Latest 990 filing
Form 990-EZ, 2025
Total assets
$58,016

Data from IRS Form 990-EZ, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990-EZ · View filing

Total Assets

$58K

-25.3% YoY

Revenue

$129K

+94.6% YoY

Expenses

$148K

+64.4% YoY

About NY-NJ Chapter of the Financial Managers Society

Based on IRS filings

NY-NJ Chapter of the Financial Managers Society is a public charity, based in Princeton, NJ. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $58K in total assets.

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Geographic Focus

Where this funder awards grants

Cities

BridgewaterNew York

Giving Over Time

Total grant dollars and number of grants per year

$0$2.5K$5K$7.5K$10K2 grants2019 Total only2020 Total only2021 Total only2022 Total only2023 Total only2024 0 grants2025

From 2019 to 2024, annual grant giving ranged from $350 (2020) to $10K (2019). In 2024 it reported $1K in grants paid, as a total without an itemized list.

Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$50K$100K$150K$200K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$58,016$77,647$101,732
Revenue$128,825$66,214$96,836
Expenses$148,456$90,299$86,729
Net Investment Income—$1,954$1,276

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990 for fiscal year 2019 (received by the IRS January 13, 2020)
  2. Updated Form 990 for fiscal year 2020 (received by the IRS February 23, 2021)
  3. Updated Form 990 for fiscal year 2021 (received by the IRS May 13, 2022)
  4. Updated Form 990 for fiscal year 2022 (received by the IRS May 11, 2023)
  5. Updated Form 990 for fiscal year 2023 (received by the IRS January 25, 2024)
  6. Updated Form 990 for fiscal year 2024 (received by the IRS February 11, 2025)
  7. Added Form 990-EZ for fiscal year 2025 (received by the IRS May 15, 2026)

Leadership & Key People

Officers and directors from IRS filings

NY-NJ Chapter of the Financial Managers Society is led by Andrey Dragun, President since 2025 (on filings since 2023); none of the 5 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Andrey Dragun

    President

    Secretary → Treasurer, 2024

    Treasurer → President, 2025

    On filings since 2023

    4 hrs/week

    No compensation reported

  • Joe Murphy

    Immediate Past President

    New on the 2025 filing

    1 hr/week

    No compensation reported

  • Margaux Howard

    Treasurer

    New on the 2025 filing

    4 hrs/week

    No compensation reported

  • Nick Motisi

    Vice President

    New on the 2025 filing

    4 hrs/week

    No compensation reported

  • Thomas Rogers

    Secretary

    New on the 2025 filing

    4 hrs/week

    No compensation reported

Former officers (12)
  • Former: Francesca Sgambellone (2021–2024) — President
  • Former: Joesph Murphy (2023–2024) — Vice President
  • Former: Nicholas Motisi (2023–2024) — Secretary
  • Former: David J. Lauwe (2024) — Officer
  • Former: Angleo Dicaro (2023) — President
  • Former: Amy Wheatley (2019–2022) — Immediate Past President
  • Former: Suny Mellawa (2019–2022) — President
  • Former: Angelo Dicaro (2020–2022) — Vice President
  • Former: Joseph Murphy (2022) — Secretary
  • Former: Adriano Duarte (2019–2021) — Immediate Past President
  • Former: Salvatore Zerilli (2019–2020) — Immediate Past President
  • Former: Stephen Feehan (2019) — Immediate Past President

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about NY-NJ Chapter of the Financial Managers Society

How large is NY-NJ Chapter of the Financial Managers Society?

NY-NJ Chapter of the Financial Managers Society reported $58K in total assets on its 2025 IRS Form 990-EZ. Its revenue that year was $129K.

Where does NY-NJ Chapter of the Financial Managers Society operate?

NY-NJ Chapter of the Financial Managers Society has awarded grants in New Jersey, New York.

What is NY-NJ Chapter of the Financial Managers Society's EIN?

NY-NJ Chapter of the Financial Managers Society's EIN (Employer Identification Number) is 11-2541084. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated October 2026. Sourced from IRS Form 990 filings.

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