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 530214273 Greater Washington Society of CPAs GREA 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 361727 0 X www.gwscpa.org X 1923 DC The GWSCPA is the professional membership society for CPAs and other financial professionals in the metropolitan DC area. 23 23 4 50 1800 0 0 0 348045 359924 0 0 2301 1803 350346 361727 0 0 0 0 178725 206795 0 0 0 97833 93910 276558 300705 73788 61022 742796 799826 147094 143102 595702 656724 X The GWSCPA is the professional membership society for CPAs and other financial professionals in the metropolitan DC area. 0 0 Community: GWSCPA provides a supportive professional community for our membership and the wider accounting and finance profession. We offer live and online educational and networking events and specialty resources for niche groups within the profession. Leadership: GWSCPA members lead the accounting and finance profession within and around our nation's Capital. We provide training and support to develop future leaders and to ensure the profession is prepared for the changing finance and accounting landscape. Advocacy: The GWSCPA advocates for the profession and the protection of the public interest with our Board of Accountancy, as well as other local and national regulator bodies. Partnership: The GWSCPA works in partnership with local, state and national accounting and finance groups, as well as regulators, to enhance and promote the profession and to educate the public on the profession. We promote the profession to students, businesses and the public. 0 0 0 1 0 0 0 0 0 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 4 0 1 4 1 1 1 0 0 0 1 1 0 0 0 X 23 23 0 0 0 0 1 1 1 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 11.00 29.00 X 69677 183048 46924 Meghan Jenkins Senior Director, Engagemen 16.00 24.00 X 52877 82498 38806 122554 265546 85730 0 0 1 0 0 Membership dues 900099 352312 352312 Ed. progs./sponsor fee 900099 4455 4455 Shared revenue program 900099 3157 3157 359924 Website Job Posting 900099 1800 1800 Other revenue 900099 3 3 1803 361727 359924 1800 3 91364 82530 4088 16228 12585 24824 4677 11814 18537 793 6010 16706 2132 1313 Dues and subscriptions 7104 300705 275828 304640 398 0 24564 38946 27709 22527 14065 5182 427941 451058 742796 799826 106756 109548 40338 33554 147094 143102 X 595702 656724 595702 656724 742796 799826 61022 0 X X 0 1 X 1 0 0 1 0 1059 1059 0 26650 21468 5182 5182 Due from related party 451058 451058 X Part X, Line 2: Management has evaluated the Society's tax positions and concluded that the consolidated financial statements do not include any uncertain tax positions. X X X 0 0 0 Kari Bedell Executive Director 59644 151481 10033 31567 0 0 3484 9152 9944 24344 83105 216544 0 0 Meghan Jenkins Senior Director, Engagemen 51184 78191 1693 4307 0 0 2644 4125 12820 19217 68341 105840 0 0 Form 990, Part VI, Section A, line 6 Membership in the GWSPCA is open to all accountants in the greater Washington metropolitan area holding valid CPA certificates from any U.S. state or territory, as well as non-CPA accounting and financial professionals from government, not for profit associations, academia and other eligible categories. Additionally, any CPA in the country or living abroad may join. Form 990, Part VI, Section A, line 7a Bylaws allow for voting members of the Society to elect Board of Governors members at the annual meeting. A Governor holds office for a term of two years from the first day after which they are elected, and shall be eligible for re-election to a second two year term if recommended by the Nominating Committee. Form 990, Part VI, Section A, line 7b All minutes are public and accessible to members. Members affirm Board member and officer elections annually. 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 Society 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 Society makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Form 990, Part XII, Line 2c: The Society's Audit Committee is responsible for oversight of the audit, including the selection of the independent accountant. The process is consistent with previous years. Greater Washington Society of CPAs Educational Foundation 1015 15th St NW Suite 600 Washington DC 20005 521469031 To promote and educate CPAs DC 501(c)(3) 9 Greater Washington Society of CPAs 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 GWSCPA Educational Foundation O 597085 Level of effort GWSCPA Educational Foundation Q 600000 Actual