2025-02-07T07:23:04-08:00 2024-04-30 262227576 CALIRI MANCINI & BARBIERI PC 1 Worthington Rd Cranston RI 02920 990 2023-05-01 056013364 RI SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS RISO 4014654060 2155 DIAMOND HILL ROAD CUMBERLAND RI 02864 MICHELE FORCINO BOARD CHAIR 4014654060 2025-02-07 true true NANCY L MANCINI P01207473 4012683926 2025-02-07 2023 2025-03-06 01:10:19Z X MICHELE FORCINO 40 SHARPE DRIVE 5 CRANSTON RI 02920 732535 false X www.riscpa.org X 1905 RI EMPOWERING INDIVIDUALS AND BUSINESSES, TODAY AND TOMORROW, THROUGH FINANCIAL EDUCATION, COLLABORATIVE INNOVATION, AND INCLUSIVE ADVOCACY FOR A PROSPEROUS RHODE ISLAND. 11 11 5 196 700 0 34512 114664 580752 544002 2765 3264 80527 38563 698556 700493 5458 3105 0 344142 311192 0 0 489705 479159 839305 793456 -140749 -92963 421719 534854 163824 369922 257895 164932 X EMPOWERING INDIVIDUALS AND BUSINESSES, TODAY AND TOMORROW, THROUGH FINANCIAL EDUCATION, COLLABORATIVE INNOVATION, AND INCLUSIVE ADVOCACY FOR A PROSPEROUS RHODE ISLAND. false false CONTINUING PROFESSIONAL AND BUSINESS EDUCATION: OFFERED 160 LIVE STREAM COURSES AND 120 WEBINARS TO 1,650 MEMBERS / NON-MEMBERS. MEMBERSHIP DEVELOPMENT: PROVIDED SERVICES TO APPROXIMATELY 1,650 MEMBERS. ADVOCACY & COMMUNICATIONS: CONDUCTED ADVOCACY AND COMMUNICATION ACTIVITIES ON BEHALF OF MEMBERS. TECHNICAL ASSISTANCE COLLABORATIVES: STARTING IN FISCAL YEAR 2021 THE SOCIETY WAS CONTRACTED BY CERTAIN STATE OF RHODE ISLAND AGENCIES TO PROVIDE SERVICES UNDER TECHNICAL ASSISTANCE COLLABORATIVES. IN FISCAL YEAR 2024, THE SOCIETY RECEIVED FEDERAL FUNDING TO LAUNCH RI TECHNOLOGY INNOVATION CENTER, COVERING THE PERIOD OCTOBER 1, 2023 TO SEPTEMBER 30, 2024. false true false true false false false false true true false false true true true false false false false false false false false true false false false false true false false false false false false false false false false false true true false false true 4 0 true 5 true true true false false false true true false X 11 11 false false false false true true false true true false false true true true true true true true true false X CHRISTINE THOMPSON VICE PRES 4013315720 2155 DIAMOND HILL RD CUMBERLAND RI 02864 MELISSA D TRAVIS PRESIDENT 40.00 X 145845 0 16327 BRIAN E BARBER DIRECTOR 2.00 X 0 0 0 JEFFREY CASCIONE DIRECTOR 2.00 X 0 0 0 BOYD E FOSTER DIRECTOR 2.00 X 0 0 0 ALEJANDRO HAZERA DIRECTOR 2.00 X 0 0 0 NORMAN LEBLANC DIRECTOR 2.00 X 0 0 0 STACEY NAKASIAN DIRECTOR 2.00 X 0 0 0 MICHELLE L FORCINO CHAIR 2.00 X X 0 0 0 EDWARD YAZBAK IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 JASON DAPONTE CHAIR-ELECT 2.00 X X 0 0 0 DORYANNE HAMEL TREASURER 2.00 X X 0 0 0 JONATHAN UCRAN SECRETARY 2.00 X X 0 0 0 145845 0 16327 1 false true false 5850 108814 114664 MEMBERSHIP REVENUE 900099 324361 0 0 CONTINUING PROFESSIONAL EDUCATION 611710 145772 0 0 MEMBERSHIP MEETINGS 900099 73869 0 0 544002 3264 0 3264 26986 5850 32042 -5056 0 -5056 SPONSORSHIPS 900099 41578 0 0 41578 ADVERTISING INCOME 541800 700 0 700 0 MISCELLANEOUS 900099 1341 1341 0 0 43619 700493 545343 700 39786 3105 0 167767 0 0 0 117109 0 0 0 606 0 0 0 3263 0 0 0 22447 0 0 0 7755 0 0 0 183551 0 0 0 3729 0 0 0 19335 0 0 0 56896 0 0 0 69472 0 0 0 18372 0 0 0 70900 0 0 0 445 0 0 0 4173 0 0 0 4841 0 0 0 CREDIT CARD & BANK FEES 16247 0 0 0 POSTAGE & MAIL SERVICES 3096 0 0 0 MISCELLANEOUS 16109 0 0 0 EQUIPMENT COSTS 3960 0 0 0 278 0 0 0 793456 0 0 0 119738 283537 138589 141770 16301 45449 16686 14618 178834 176119 6068 2715 29737 29818 2464 1642 92136 15305 421719 534854 46409 68767 25643 287999 91772 13156 163824 369922 X 213600 120555 44295 44377 257895 164932 421719 534854 -92963 X true X false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false true 324361 14399 -127270 -112871 0 29730 82 29812 29692 38 29730 29598 94 29692 29521 77 29598 29513 8 29521 0.00000 0.83860 0.16140 true false 0 0 107784 105069 2715 71050 71050 0 2715 SECURITY DEPOSITS 2500 RIGHT-OF-USE ASSET - FACILITY 12805 15305 LIABILITY FOR UNCERTAIN TAX POSITIONS 0 FACILITY OPERATING LEASE PAYABLE 13156 13156 X Pt X, Line 2 THE SOCIETY EVALUATES ALL SIGNIFICANT TAX POSITIONS AS REQUIRED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES. AS OF YEAR-END, THE SOCIETY DOES NOT BELIEVE IT HAS TAKEN ANY TAX POSITIONS THAT WOULD REQUIRE THE RECOGNITION OF A TAX LIABILITY OR ANY UNREALIZED TAX BENEFIT THAT WOULD EITHER INCREASE OR DECREASE WITHIN THE NEXT TWELVE MONTHS. TAX YEARS THAT ARE OPEN FOR EXAMINIATION BY TAXING AUTHORITIES ARE GENERALLY THE LAST THREE TAX YEAR-ENDS AFTER THE FILING OF THE RETURNS. GOLF TOURN. 32837 5850 26987 15030 14835 2178 32837 5850 26987 15030 14835 2178 32043 -5056 false false false MELISSA D TRAVIS 145845 0 0 0 0 0 4535 0 11792 0 162172 0 0 0 Pt VI, Line 6 THE SOCIETY HASA SEVEN CLASSES OF MEMBERS: (1) FELLOWS; (2) HONORY MEMBERS; (3) LIFE MEMBERS; (4) NON-RESIDENT MEMBERS; (5) ASSOCIATE MEMBERS; (6) STUDENT MEMBERS; AND (7) PROFESSIONAL AFFILIATE MEMBERS. MEMBERS IN CLASSES (1) AND (3) ARE ELIGIBLE TO VOTE, BUT ARE NOT ELIGIBLE FOR ELECTION AS AN OFFICER OR DIRECTOR. PROFESSIONAL AFFILIATE MEMBERS ARE NOT ELIGIBLE TO VOTE UNLESS THEY HOLD THE POSITION OF A NON-CPA MEMBER OF THE BOARD. Pt VI, Line 7a SEE PT VI, LINE 6 ABOVE; THE COMMITTEE ON NOMINATIONS PRESENTS TO THE SECRETARY NOMINATIONS FOR OFFICERS AND DIRECTORS. THE LISTING IS EMAILED TO ALL VOTING MEMBERS. Pt VI, Line 7b THE SOCIETYS FELLOW AND LIFE MEMBERS MUST APPROVE ALL CHANGES TO THE SOCIETYS BY-LAWS. Pt VI, Line 11b A DRAFT OF THE FORM 990 (AND 990-T, IF APPLICABLE) IS PROVIDED TO THE MEMBERS OF THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING IN FINAL FORM. Pt VI, Line 12c AT THE BEGINNING OF EACH FISCAL YEAR (MAY), THE PRESIDENT DISTRIBUTES THE CONFLICT OF INTEREST POLICY AND DISCLOSURES TO ALL EMPLOYEES, BOARD MEMBERS, AND COMMITTEE CHAIRS FOR THEIR COMPLETION. THE PRESIDENT COLLECTS THE COMPLETED DOCUMENTS AND SUMMARIZES THE DISCLOSED CONFLICTS, IF ANY, AND PRESENTS THE SUMMARY TO THE BOARD OF DIRECTORS FOR ACTION/OR RESOLUTION. THE BOARDS EXECUTIVE COMMITTEE MONITORS THE PROCESS OF ISSUING, COLLECTING, AND SUMMARIZING THE STATEMENTS. THE BOARD ENSURES COMPLIANCE BY REQUIRING THAT THIS PROCESS BE A PART OF THE MONTHLY MEETING AGENDA EACH YEAR DURING THE MONTH OF MAY, AND BY OBTAINING A FULL LIST OF ALL PARTIES REQUIRED TO COMPLETE THE DISCLOSURE. ANY INDIVIDUALS THAT DO NOT COMPLETE THE DISCLOSURE ARE CONTACTED TIMELY BY THE CHAIR OF THE SOCIETY. Pt VI, Line 15a THE ANNUAL SALARY AND BENEFITS OF THE SOCIETYS PRESIDENT WAS ORIGINALLY ESTABLISHED BASED UPON A NATIONAL EMPLOYMENT SEARCH AT THE TIME OF HIRING, AS WELL AS BUDGETARY CONSTRAINTS OF THE SOCIETY. ANNUAL INCREASES, IF ANY, TO THE COMPENSATION AND BENEFITS ARE GENERALLY BASED UPON A COST OF LIVING ADJUSTMENT AND THE ABILITY OF THE SOCIETY TO FUND SUCH INCREASES. Pt VI, Line 15b THERE ARE NO COMPENSATED OFFICERS OR KEY EMPLOYEES; THEREFORE, THIS IS NOT APPLICABLE. Pt VI, Line 15b THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. ADDITIONALLY, THE BY-LAWS ARE AVAILABLE FOR REVIEW ON THE SOCIETYS WEBSITE. Form 990, Part III, Line 4d TECHNICAL ASSISTANCE COLLABORATIVES: Form 990, Part IX, Line 11g CPE INSTRUCTOR 10472. Form 990, Part IX, Line 11g CPE WEBINAR FEES 41170. Form 990, Part IX, Line 11g CPE PARTICIPANT FEES 1855. Form 990, Part IX, Line 11g CPE COSTS 4745. Form 990, Part IX, Line 11g ADVOCACY RESERVE 12613. Form 990, Part IX, Line 11g PROFESSIONAL FEES - OTHER 112680. Form 990, Part IX, Line 11g PUBLIC INFO FEES 16. RISCPA POLITICAL ACTION COMMITTEE 2155 DIAMOND HILL ROAD CUMBERLAND RI 02864 271185960 ADVOCACY RI SECTION 527 NA false RISCPA FOUNDATION 2155 DIAMOND HILL ROAD CUMBERLAND RI 02864 828447019 CONTINUING EDUC. RI 501(c)(3) RISCPA true ICONIA SOLUTIONS LLC 2155 DIAMOND HILL ROAD CUMBERLAND RI 02864 934071819 Referrals-CAP Prog. 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