2026-05-29T08:09:07-07:00 2025-04-30 851190437 David J Shepherd CPA 2180 Mendon Road Suite 47 Cumberland RI 02864 990 2024-05-01 056013364 RI Society of Certified Public Accountants RISO 4013315720 2155 Diamond Hill Road Cumberland RI 02864 Boyd E Foster Treasurer 2026-05-29 true true David Shepherd P01382046 4013355517 X 2024 2025-03-06 01:10:19Z Michele Forcino 2155 Diamond Hill Road Cumberland RI 02864 639663 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. 14 14 3 115 0 114664 173720 544002 403430 3264 3993 38563 25509 700493 606652 3105 111960 0 311192 264441 0 0 479159 299624 793456 676025 -92963 -69373 534854 315824 369922 220390 164932 95434 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 120 LIVE STREAM COURSES AND 8,000 WEBINARS TO 1,650 MEMBERS / NON-MEMBERS. MEMBERSHIP DEVELOPMENT: PROVIDED SERVICES TO APPROXIMATELY 1,650 MEMBERS. ADVOCACY AND COMMUNICATIONS: CONDUCTED ADVOCACY AND COMMUNICATION ACTIVITIES ON BEHALF OF MEMBERS. 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 true true false false false false false false false false false false true true true false false true 6 0 true 3 true false false false false true true false false false X 14 14 false false false false true true false true true false false true true true true true true true true false X Christine Thompson VP 4013315720 2155 Diamond Hill Road Cumberland RI 02864 Melissa D Travis President 40.00 0.00 X 145845 0 17697 April Arruda Director 2.00 0.00 X 0 0 0 Michael Azzollini Director 2.00 0.00 X 0 0 0 Brian Barber Director 2.00 0.00 X 0 0 0 Jeffrey Cascione Director 2.00 0.00 X 0 0 0 Jason DaPonte Chairman 2.00 0.00 X X 0 0 0 Michele Forcino Chairman 2.00 0.00 X X 0 0 0 Boyd Foster Director 2.00 0.00 X 0 0 0 Doryanne Hamel Treasurer 2.00 0.00 X X 0 0 0 Alejandro Hazera Director 2.00 0.00 X 0 0 0 Norman LeBlanc Director 2.00 0.00 X 0 0 0 Jaclyn Morrocco Director 2.00 0.00 X 0 0 0 Stacey Nakasian Director 2.00 0.00 X 0 0 0 Erica Olibri Director 2.00 0.00 X 0 0 0 145845 17697 1 false true false 0 14950 158770 173720 CPE 96253 96253 Membership Dues 290147 290147 Membership Meetings 17030 17030 403430 3993 3993 0 0 0 0 30073 14950 33011 -2938 -2938 0 0 Miscellaneous Revenue 1947 1947 Sponsorship 26500 26500 28447 606652 435870 -2938 0 111960 0 0 163542 0 79482 0 72 21345 0 3582 7675 0 0 0 61039 9291 19309 29318 0 46244 15044 0 45183 3522 0 3537 5542 Credit Card and Bank Fees 18986 Miscellaneous 13220 Contributions 9000 Equipment Expenses 8368 764 676025 0 0 0 283537 67598 141770 94716 0 45449 10055 0 0 0 0 14618 13188 111743 111743 2715 0 29818 30867 0 0 1642 821 15305 98579 534854 315824 68767 90578 287999 33523 13156 96289 369922 220390 X 120555 64546 44377 30888 164932 95434 534854 315824 X -69373 -125 X true X false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false true 290147 5850 -112871 -107021 Part II-B, Line 1i - Other Activities Description Lobbying of legislature Part IV - Additional Information 29812 1055 30867 29730 82 29812 29692 38 29730 29598 94 29692 29521 77 29598 0.81000 0.19000 true false false 111743 111743 RIGHT-OF-USE ASSET - FACILITY 94928 Rounding 1 SECURITY DEPOSIT 3650 98579 FACILITY OPERATING LEASE PAYABLE 96289 96289 X Part X : FIN48 Footnote There are no liabilities for uncertain tax positions. false GOLF TOURN. 45023 14950 30073 16198 13532 3281 45023 14950 30073 16198 13532 3281 33011 -2938 true 0 0 Scholarships for acct. students 7 14537 Innovative Technology Grants 5 97423 false false false Melissa D Travis President 145845 4500 13197 163542 Form 990, Part VI, Section B, Line 11b 990 provided to governing body for review prior to filing. Form 990, Part VI, Section C, Line 19 Governing documents and financial statements available upon request. Form 990, Part XI, Line 9 Immaterial adjustment to reconcile opening balances = -$125 Pt III, Line 4d TECHNICAL ASSISTANCE COLLABORATIVES: STARTING IN FISCAL 2021, THE SOCIETY WAS CONTRACTED BY CERTAIN STATE OF RHODE ISLAND AGENCIES TO PROVIDE SERVICES UNDER TECHNICAL ASSISTANCE COLLABORATIVES. IN FISCAL 2024, THE SOCIETY RECEIVED FEDERAL FUNDING TO LAUNCH RI TECHNOLOGY INNOVATION CENTER, COVERING THE PERIOD OCTOBER 1, 2023 TO SEPTEMBER 30, 2024. GRANT FUNDS WERE FULLY EXPENDED BY FISCAL YEAR 2025. Pt VI, Line 12c AT THE BEGINNING OF THE 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 BOARD'S 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 SOCIETY'S 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 ABIITY OF THE SOCIETY TO FUND SUCH INCREASES. 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 SOCIETY'S WEBSITE. Pt VI, Line 15b THERE ARE NO COMPENSATED OFFICERS OR KEY EMPLOYEES; THEREFORE THIS IS NOT APPLICABLE. Pt VI, Line 6 THE SOCIETY HAS SEVEN CLASSES OF MEMBERS: (1) FELLOW; (2) HONORARY; (3) LIFE MEMBERS; (4) NON-RESIDENT MEMBERS; (5) ASSOCIATE MEMBERS; (6) STUDENT MEMBERS; (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 SOCIETY FELLOW AND LIFE MEMBERS MUST APPROVE ALL CHANGES TO THE SOCIETY'S BY-LAWS. Pt VI, Line11b 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. ICONIA SOLUTIONS LLC 2155 DIAMOND HILL ROAD CUMBERLAND RI 02864 934071819 Referrals - CAP Prog. RI N/A 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 false false false false false false false false false false false true false true true false true false false Part V 2 (1) No transaction exceeding the reporting threshold