2026-02-23T14:12:28-06:00 2025-06-30 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2024-07-01 521469031 GWSCPA Educational Foundation Inc GWSC 2023473050 1015 15th St NW 600 Washington DC 20005 Kari Bedell Executive Director 2023473050 2026-02-23 1 1 Jie Chen CPA P01049760 7038930300 2024 2025-03-06 01:10:19Z Carolyn Mollen 1015 15th St NW 600 Washington DC 20005 1217247 0 X www.gwscpa.org X 1986 DC To provide continuing technical and professional development programs for CPAs. 23 23 4 50 0 0 20726 15718 947857 1086105 29890 15314 333 0 998806 1117137 34000 20000 0 0 554461 597614 0 0 0 506467 598854 1094928 1216468 -96122 -99331 842865 800182 492073 499370 350792 300812 X The GWSCPA Educational Foundation provides continuing technical and professional development programs for accounting and financial professionals. We support development of the profession through student scholarships for DC area accounting students. We support nonprofit staff and volunteers through a wide range of industry specific education and programs which support accountability and effectiveness of the nonprofit sector. 0 0 524786 454583 Nonprofit Symposium: The Nonprofit Symposium is one of the largest and most respected conferences of its kind in the country, offering a multi-day event for nonprofit finance and accounting professionals. The conference spans tax, accounting, auditing, managenent and technology topics and brings together hundreds of nonprofit industry professionals and service providers dedicated to the sector. 302440 248884 Learning: The Foundation offers continuing education seminars, webinars and conferences throughout the year in order to keep DC area finance and accounting professionals at the forefront of the profession. Topics range from technical standards to leadership development, diversity and inclusion, and we have a special emphasis on programming related to the nonprofit sector. 140398 Membership & Community: The Foundation expands on our technical education via leadership development courses and industry specific development and networking opportunities for young professionals in various sectors of the accounting and finance community. 24069 20000 Scholarship Program: The Foundation offers scholarships annually to outstanding accounting students and future CPAs studying at DC area universities. 11360 The Nonprofit Accounting Basics project is a free website with resources aimed at smaller nonprofits. We offer guidance in prudent financial management and accounting, tax and audit practies. 35429 20000 1003053 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 4 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Paul Preziotti 2023473050 1015 15th St NW 600 Washington DC 20005 Carolyn Mollen Immediate Past-President 2.00 2.00 X X 0 0 0 Chris Mannina President 2.00 2.00 X X 0 0 0 Julia Lafferty Vice-President 2.00 2.00 X X 0 0 0 Paul Preziotti Treasurer 2.00 2.00 X X 0 0 0 Sheila Bedford Secretary 2.00 2.00 X X 0 0 0 Kathy O'Connor Governor 1.00 1.00 X 0 0 0 Bob Storz Governor 1.00 1.00 X 0 0 0 Carl Hairston Governor 1.00 1.00 X 0 0 0 Sarah Tucker Governor 1.00 1.00 X 0 0 0 Brittney Gordon Governor 1.00 1.00 X 0 0 0 Derek Thomas Governor 1.00 1.00 X 0 0 0 Jessica McClain Governor 1.00 1.00 X 0 0 0 Jen Matteo Governor 1.00 1.00 X 0 0 0 Michael Harris Governor 1.00 1.00 X 0 0 0 Mike Sorrells Governor Emeritus 1.00 1.00 X 0 0 0 Venus Tuazon Governor 1.00 1.00 X 0 0 0 Alex Galeano Governor Emeritus 1.00 1.00 X 0 0 0 Omid Mohebbi Governor 1.00 1.00 X 0 0 0 Evan Seward Governor 1.00 1.00 X 0 0 0 Contina Djouga Governor 1.00 1.00 X 0 0 0 Jess Roper Governor 1.00 1.00 X 0 0 0 Christine Cardinal Governor 1.00 1.00 X 0 0 0 Laurie DeArmond Governor 1.00 1.00 X 0 0 0 Kari Bedell Executive Director 29.00 11.00 X 183048 69677 46924 Meghan Jenkins Senior Director, Engagemen 24.00 16.00 X 82498 52877 38806 265546 122554 85730 1 0 1 0 0 15718 15718 Educational prog. fees 900099 1086105 703565 382540 1086105 11841 11841 103583 100110 3473 3473 3473 1117137 703565 0 397854 20000 20000 221417 159890 61527 282689 204136 78553 14021 10125 3896 43092 31117 11975 36395 26282 10113 24227 24227 5591 5591 83567 79555 4012 68520 66378 2142 81855 73338 8517 2882 2404 478 3599 3599 317106 317106 6751 5432 1319 4756 3691 1065 1216468 1003053 213415 0 294318 190309 1186 1022 7931 9497 539430 599354 842865 800182 64132 48312 427941 451058 492073 499370 X 343486 300812 7306 0 350792 300812 842865 800182 -99331 49351 0 X X 0 1 X 1 0 X 4727 11461 12385 20726 15718 65017 552567 466466 543285 617598 703565 2883481 188721 167050 271783 330259 382540 1340353 746015 644977 827453 968583 1101823 4288851 2646 1450 1700 8425 3072 17293 51055 86105 28079 81864 61483 308586 53701 87555 29779 90289 64555 325879 3962972 7363 8160 9463 11181 11841 48008 7363 8160 9463 11181 11841 48008 57516 17468 1424 333 76741 810894 670605 838340 980097 1113664 4413600 0.89790 0.90000 0.01090 0.01000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 Due to related party 451058 451058 X Part X, Line 2: Management has evaluated the Foundation's tax positions and concluded that the consolidated financial statements do not include any uncertain tax positions. 1 Scholarships 6 20000 Part I, Line 2: The Foundation monitors the distribution of the scholarship funds to students by verifying their current enrollment in one of its eligible institutions. The checks are made out to the individual student to use for current or future educational expenses. X X X 0 0 0 0 0 0 0 0 0 Kari Bedell Executive Director 151481 59644 31567 10033 0 0 9152 3484 24344 9944 216544 83105 0 0 Meghan Jenkins Senior Director, Engagemen 78191 51184 4307 1693 0 0 4125 2644 19217 12820 105840 68341 0 0 Form 990, Part VI, Section B, line 11b A draft of the Form 990 is reviewed by the Audit Committee and management and a copy provided to the entire Board of Directors prior to filing. Form 990, Part VI, Section B, line 12c Members of the Board of Governors are asked to review and sign the conflict of interest policy indicating any potential conflicts at the commencement of their terms. These records are kept on file in the Foundation offices and reviewed by management for conflicts. Form 990, Part VI, Section B, line 15 The Board surveys salaries of other state CPA executives as well as comparables based on nonprofit organizations of similar nature, size and geographic location. They perform both a written and oral performance evaluation of the Executive Director, annually, after soliciting input from the Board, staff, members and partners, and then they vote on a recommended compensation adjustment at the Executive Commttee meeting. Form 990, Part VI, Section C, line 19 The Foundation makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Form 990, Part XII, Line 2c: The Foundation's Audit Committee is responsible for oversight of the audit, including selection of the independent accountant. The process is consistent with previous years. Greater Washington Society of CPAs 1015 15th St NW Suite 600 Washington DC 20005 530214273 Provide support to CPAs and other professionals DC 501(c)(6) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 Greater Washington Society of CPAs O 597085 Level of effort Greater Washington Society of CPAs P 600000 Actual