NY-NJ Chapter of the Financial Managers Society
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
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- Added Form 990 for fiscal year 2019 (received by the IRS January 13, 2020)
- Updated Form 990 for fiscal year 2020 (received by the IRS February 23, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS January 25, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS February 11, 2025)
- 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.
Here's the math on researching NY-NJ Chapter of the Financial Managers Society by hand.
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