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CENTER FOR FINANCIAL TRAINING, UPSTATE NEW YORK, INC.

Company Details

Name: CENTER FOR FINANCIAL TRAINING, UPSTATE NEW YORK, INC.
Jurisdiction: New York
Legal type: DOMESTIC NOT-FOR-PROFIT CORPORATION
Status: Active
Date of registration: 18 Jun 1975 (50 years ago)
Entity Number: 372826
ZIP code: 13202
County: Monroe
Place of Formation: New York
Address: 360 S WARREN STREET T1, SYRACUSE, NY, United States, 13202

Agent

Name Role Address
N/A % FULREADER, ROSENTHAL Agent & TOMANOVICH, 36 WEST MAIN ST., ROCHESTER, NY, 14614

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 360 S WARREN STREET T1, SYRACUSE, NY, United States, 13202

History

Start date End date Type Value
1998-05-20 2001-09-07 Name AMERICAN INSTITUTE OF BANKING, UPSTATE LAKES REGION, INC.
1998-05-20 2001-09-07 Address C/O EXECUTIVE DIRECTOR, 36 WEST MAIN STREET, SUITE 404, ROCHESTER, NY, 14614, USA (Type of address: Service of Process)
1990-05-02 1998-05-20 Name GREATER ROCHESTER AMERICAN INSTITUTE OF BANKING, INC.
1990-05-02 1998-05-20 Address 1350 MIDTOWN TOWER, ROCHESTER, NY, 14604, USA (Type of address: Service of Process)
1975-06-18 1990-05-02 Name ROCHESTER CHAPTER OF THE AMERICAN INSTITUTE OF BANKING, INC.

Filings

Filing Number Date Filed Type Effective Date
20080509074 2008-05-09 ASSUMED NAME CORP INITIAL FILING 2008-05-09
010907000127 2001-09-07 CERTIFICATE OF AMENDMENT 2001-09-07
980520000529 1998-05-20 CERTIFICATE OF AMENDMENT 1998-05-20
C136465-10 1990-05-02 CERTIFICATE OF AMENDMENT 1990-05-02
A655613-4 1980-03-28 CERTIFICATE OF AMENDMENT 1980-03-28
A241508-8 1975-06-18 CERTIFICATE OF INCORPORATION 1975-06-18

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
16-6031488 Corporation Unconditional Exemption PO BOX 32, SYRACUSE, NY, 13214-0032 1981-11
In Care of Name % DAWN PHELPS
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Educational Organization, Local Association of Employees, Horticultural Organization, Business League, Voluntary Employees' Beneficiary Association (Govt. Emps.), Mutual Ditch or Irrigation Co., Cemetery Company, Other Mutual Corp. or Assoc.
Deductibility Contributions are deductible.
Foundation Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes 509(a)(2)
Tax Period 2024-05
Asset 0
Income 0
Filing Requirement 990 - Required to file Form 990-N - Income less than $50,000 per year
PF Filing Requirement No 990-PF return
Accounting Period May
Asset Amount 0
Income Amount 0
Form 990 Revenue Amount 0
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Form 990-N (e-Postcard)

Organization Name CENTER FOR FINANCIAL TRAINING UPSTATE NEW YORK INC
EIN 16-6031488
Tax Year 2023
Beginning of tax period 2023-06-01
End of tax period 2024-05-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address PO Box 32, Syracuse, NY, 13214, US
Principal Officer's Name Dawn Phelps
Principal Officer's Address PO Box 32, Syracuse, NY, 13214, US
Website URL CFTUNY
Organization Name CENTER FOR FINANCIAL TRAINING UPSTATE NEW YORK INC
EIN 16-6031488
Tax Year 2022
Beginning of tax period 2022-06-01
End of tax period 2023-05-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address PO Box 32, Syracuse, NY, 13214, US
Principal Officer's Name Dawn M Phelps
Principal Officer's Address 7268 Oil Mill Rd, DeRuyter, NY, 13052, US
Organization Name CENTER FOR FINANCIAL TRAINING UPSTATE NEW YORK INC
EIN 16-6031488
Tax Year 2021
Beginning of tax period 2021-06-01
End of tax period 2022-05-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address PO Box 32, Syracuse, NY, 13214, US
Principal Officer's Name Melissa Daniels
Principal Officer's Address PO Box 32, Syracuse, NY, 13214, US
Organization Name CENTER FOR FINANCIAL TRAINING UPSTATE NEW YORK INC
EIN 16-6031488
Tax Year 2020
Beginning of tax period 2020-06-01
End of tax period 2021-05-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address PO Box 32, Syracuse, NY, 13214, US
Principal Officer's Name Melissa Daniels
Principal Officer's Address PO Box 32, Syracuse, NY, 13214, US
Organization Name CENTER FOR FINANCIAL TRAINING UPSTATE NEW YORK INC
EIN 16-6031488
Tax Year 2019
Beginning of tax period 2019-06-01
End of tax period 2020-05-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address PO Box 32, Syracuse, NY, 13214, US
Principal Officer's Name Melissa Daniels
Principal Officer's Address PO Box 32, Syracuse, NY, 13214, US
Organization Name CENTER FOR FINANCIAL TRAINING UPSTATE NEW YORK INC
EIN 16-6031488
Tax Year 2018
Beginning of tax period 2018-06-01
End of tax period 2019-05-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address PO Box 32, Syracuse, NY, 13210, US
Principal Officer's Name Dawn Phelps
Principal Officer's Address PO Box 32, Syracuse, NY, 13210, US
Organization Name CENTER FOR FINANCIAL TRAINING UPSTATE NEW YORK INC
EIN 16-6031488
Tax Year 2017
Beginning of tax period 2017-06-01
End of tax period 2018-05-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address 7268 Oil Mill Rd, DeRuyter, NY, 13052, US
Principal Officer's Name Dawn Phelps
Principal Officer's Address 7268 Oil Mill Rd, DeRuyter, NY, 13052, US
Website URL www.cftuny.com
Organization Name CENTER FOR FINANCIAL TRAINING UPSTATE NEW YORK INC
EIN 16-6031488
Tax Year 2016
Beginning of tax period 2016-06-01
End of tax period 2017-05-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address PO Box 32, Syracuse, NY, 13214, US
Principal Officer's Name Melissa Daniels
Principal Officer's Address PO Box 32, Syracuse, NY, 13214, US
Website URL cftuny.com

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name CENTER FOR FINANCIAL TRAINING UPSTATE NEW YORK INC
EIN 16-6031488
Tax Period 201605
Filing Type E
Return Type 990
File View File

Date of last update: 18 Mar 2025

Sources: New York Secretary of State