Nonprofit · EIN 04-2055313
MASSACHUSETTS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS INC
Tax-exempt · BOSTON, MA 02111
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990 | $4,141,416 | $3,979,663 | $161,753 | $5,647,083 | $1,211,651 | $4,435,432 |
| April 30, 2024 | 990 | $4,317,476 | $4,264,319 | $53,157 | $5,940,309 | $1,911,837 | $4,028,472 |
| April 30, 2023 | 990 | $4,107,303 | $4,322,509 | -$215,206 | $5,435,333 | $1,748,192 | $3,687,141 |
Financial details: 990 for the year ended April 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $3,939,864
- Investment income
- $201,552
- Net gain from sales of assets
- $25,578
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $31,500
- Compensation of officers, directors and key employees
- $551,888
- Other salaries and wages
- $2,096,979
- Salaries, compensation and benefits (total)
- $3,403,481
- Professional fundraising fees
- $0
- Legal fees
- $11,107
- Accounting fees
- $221,746
- Occupancy
- $114,568
- Travel
- $62,641
- Depreciation
- $148,049
Balance sheet and other
- Total assets, start of year
- $5,940,309
- Total assets, end of year
- $5,647,083
- Total liabilities, end of year
- $1,211,651
- Net assets, end of year
- $4,435,432
- Land, buildings and equipment
- $282,629
- Net assets without donor restrictions
- $4,435,432
- Gross unrelated business income
- $176,492
- Gross receipts
- $5,484,705
- Employees
- 28
- Volunteers
- 1,310
- Year formed
- 1911
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ZACHARY DONAH | PRES/CEO/SEC/TREAS Trustee or director, Officer | 38 | $260,671 | $33,658 |
| KARA KIERAN | COO Officer | 40 | $181,389 | $46,371 |
| JULIA BOWKER-EKELUND | VICE PRESIDENT, LEARNING & DEVELOP. Highest-paid employee | 40 | $173,756 | $44,193 |
| ELIZABETH EMANUELSON | VICE PRESIDENT, COMMMUNICATIONS Highest-paid employee | 40 | $164,346 | $20,666 |
| MOLLY DONNELLY | PVP ADVOCACY Highest-paid employee | 40 | $140,343 | $40,133 |
| KRISTEN WELLS | SR. DIRECTOR OF BUSINESS DEVELOPMENT Highest-paid employee | 40 | $128,430 | $42,650 |
| AMY PITTER | FORMER PRES/CEO/SEC/TREAS Former | 0 | $146,676 | $0 |
| ALLIE ORLANDO | DIRECTOR OF ACADEMIC AND CAREER DEV. Highest-paid employee | 40 | $107,483 | $22,033 |
| LAURA L FELICE | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DECLAN E LEE | CHAIR-ELECT Trustee or director, Officer | 1 | $0 | $0 |
| MARK A AUDI | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| CAROL L RUIZ | AUDIT CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| RONALD R TULL | FINANCE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| LAURA P O'BRIEN | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| CHARLOTTE L CATHRO | DIRECTOR Trustee or director | 1 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE CHASSE | DIRECTOR Trustee or director | 1 | $0 |
| MARQUIS D COOPER | DIRECTOR Trustee or director | 1 | $0 |
| MATTHEW J DYMENT | DIRECTOR Trustee or director | 1 | $0 |
| MOLLY GRIFFITHS | DIRECTOR Trustee or director | 1 | $0 |
| JOSHUA P LAPAN | DIRECTOR Trustee or director | 1 | $0 |
| LEEANN MANNING | DIRECTOR Trustee or director | 1 | $0 |
| CHRISTOPHER R MARTIN | DIRECTOR Trustee or director | 1 | $0 |
| KATHY L PARKER | DIRECTOR Trustee or director | 1 | $0 |
| AMY K PHELAN | DIRECTOR Trustee or director | 1 | $0 |
| LINDA M SMITH | DIRECTOR Trustee or director | 1 | $0 |
| KATIE SOULE | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended April 30, 2024: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| AMY A PITTER | PRES/CEO/SEC/TREAS THROUGH 12/23 Officer | 38 | $399,773 | $57,339 |
| ZACHARY DONAH | PRES/CEO/SEC/TREAS EFF. 1/24 Trustee or director, Officer | 38 | $200,552 | $26,353 |
| JULIA BOWKER-EKELUND | VICE PRESIDENT, LEARNING Highest-paid employee | 40 | $176,359 | $42,918 |
| KARA KIERAN | COO Officer | 40 | $172,211 | $43,817 |
| ELIZABETH EMANUELSON | VICE PRESIDENT, COMMMUNICATIONS Highest-paid employee | 40 | $156,564 | $10,352 |
| KRISTEN WELLS | SR. DIRECTOR OF BUSINESS DEVELOPMENT Highest-paid employee | 40 | $121,025 | $39,555 |
| LINDSEY BAKER | DIRECTOR OF COMMUNICATIONS Highest-paid employee | 40 | $103,099 | $36,504 |
| ALLIE ORLANDO | DIRECTOR OF ACADEMIC AND CAREER DEVELOPMENT Highest-paid employee | 40 | $103,030 | $19,278 |
| LAURA P O'BRIEN | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| LAURA L FELICE | CHAIR ELECT Trustee or director, Officer | 1 | $0 | $0 |
| SANDRA RICHTERMEYER | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| CAROL L RUIZ | VICE-CHAIR AUDIT Trustee or director, Officer | 1 | $0 | $0 |
| DECLAN E LEE | VICE CHAIR - FINANCE Trustee or director, Officer | 1 | $0 | $0 |
| KAREN B MCELROY | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MARK A AUDI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHARLOTTE L CATHRO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARQUIS D COOPER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MATTHEW J DYMENT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MOLLY GRIFFITHS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROSA JARDIM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ADNANI M JOHARI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOSHUA P LAPAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ARTHUR R MARSHALL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AMY K PHELAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LINDA M SMITH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATIE SOULE | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended April 30, 2023: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| AMY A PITTER | PRESIDENT/CEO/SEC/TREAS Officer | 38 | $342,040 | $55,297 |
| JULIA BOWKER-EKELUND | VICE PRESIDENT, LEARNING Highest-paid employee | 2 | $158,135 | $41,205 |
| KARA KIERAN | COO Officer | 40 | $159,014 | $36,115 |
| ZACHARY DONAH | DEPUTY CEO Highest-paid employee | 40 | $160,587 | $23,034 |
| ELIZABETH EMANUELSON | VICE PRESIDENT, COMMMUNICATIONS Highest-paid employee | 40 | $148,451 | $11,476 |
| KRISTEN WELLS | SENIOR DIRECTOR OF BUSINESS DEVELOPMENT AND EVENTS Highest-paid employee | 40 | $113,187 | $33,953 |
| LAWRENCE LIUZZO | SENIOR DIRECTOR GOVERNMENT Highest-paid employee | 40 | $112,740 | $6,907 |
| KAREN B MCELROY | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| LAURA P O'BRIEN | CHAIR-ELECT Trustee or director, Officer | 1 | $0 | $0 |
| CAROL RUIZ | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JOHN D GERACI | VICE-CHAIR AUDIT Trustee or director, Officer | 1 | $0 | $0 |
| LAURA L FELICE | VICE CHAIR - FINANCE Trustee or director, Officer | 1 | $0 | $0 |
| ROBERT S MILLER | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MARK A AUDI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHARLOTTE L CATHRO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARQUIS D COOPER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LAUREN DAVIDES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MATTHEW J DYMENT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROSA JARDIM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ADNANI M JOHARI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DECLAN E LEE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ARTHUR R MARSHALL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AMY K PHELAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JULIE M QUINK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SANDRA RICHTERMEYER | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 105 CHAUNCY STREET, BOSTON, MA 02111-1726
- Principal officer (990 for 2024)
- ZACHARY DONAH, 105 CHAUNCY STREET 10TH FLR, BOSTON, MA 021111726
- Signed the 990
- ZACHARY DONAH, CEO
- Phone
- (617) 556-4000
- Website
- WWW.MASSCPAS.ORG
- Return prepared by
- PKF JND PC
Mission
TO PROTECT, ENHANCE, AND PROMOTE THE VALUE OF BEING A CPA IN MASSACHUSETTS
Program accomplishments
- GENERAL MEMBERSHIP & MEMBER ENGAGEMENT: THE MASSACHUSETTS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS, INC. ("MASSCPAS") IS THE LEADING PROFESSIONAL ASSOCIATION FOR MORE THAN 11,500 CERTIFIED PUBLIC ACCOUNTANTS, ACCOUNTING AND FINANCE PROFESSIONALS ACROSS MASSACHUSETTS. THE SOCIETY PROVIDES MEMBERS WITH TIMELY RESOURCES, A PROFESSIONAL COMMUNITY AND OPPORTUNITIES FOR GROWTH THROUGH ITS WEBSITE, BI-MONTHLY MAGAZINE, E-NEWSLETTER AND A VARIETY OF NETWORKING, LEARNING AND ROUNDTABLE PROGRAMS. IN FY25, MASSCPAS SUPPORTED 18 COMMUNITIES WITH OVER 1,100 VOLUNTEERS, FACILITATED PEER-TO-PEER CONNECTIONS THROUGH MENTOR CIRCLES AND REGIONAL GROUPS AND HOSTED A MIX OF VIRTUAL AND IN-PERSON EVENTS TO KEEP MEMBERS INFORMED ON EMERGING ISSUES AND PROFESSIONAL STANDARDS.
- PUBLIC AWARENESS, IMAGE CAMPAIGN & PIPELINE DEVELOPMENT: MASSCPAS PROMOTES THE VALUE OF THE CPA CREDENTIAL AND INCREASES AWARENESS OF THE PROFESSION AMONG STUDENTS, EDUCATORS AND THE PUBLIC. THE SOCIETY'S PUBLIC AWARENESS INITIATIVES HIGHLIGHT THE EXPERTISE AND TRUST CPAS BRING TO BUSINESSES AND COMMUNITIES WHILE ADVANCING ACCOUNTING AS A CAREER OF CHOICE. CAMPAIGNS INCLUDE OUTREACH TO MEDIA, SPONSORSHIPS AND PARTNERSHIPS WITH BUSINESS ORGANIZATIONS. THE ACADEMIC & CAREER DEVELOPMENT (ACD) TEAM ENGAGES THOUSANDS OF STUDENTS ANNUALLY THROUGH CLASSROOM VISITS, INTERNSHIPS AND CAREER FAIRS ENSURING A STRONG PIPELINE OF FUTURE CPAS.
- ADVOCACY & GOVERNMENT AFFAIRS: MASSCPAS IS THE VOICE OF THE PROFESSION ON BEACON HILL. THE SOCIETY MONITORS LEGISLATION AND REGULATORY ISSUES AFFECTING CPAS AND THEIR CLIENTS, TESTIFIES BEFORE POLICYMAKERS AND MOBILIZES MEMBERS ON KEY ADVOCACY PRIORITIES. THROUGH DIRECT LOBBYING, GRASSROOTS ENGAGEMENT AND COALITION BUILDING, MASSCPAS ADVANCES POLICIES THAT STRENGTHEN THE ACCOUNTING PROFESSION AND PROTECT THE PUBLIC INTEREST. IN FY25, THE SOCIETY WORKED ON ISSUES INCLUDING CPA LICENSURE, TAXATION, WORKFORCE DEVELOPMENT AND PROFESSIONAL REGULATION.
- OTHER PROGRAMS COMPRISE THE LEGISLATION AND GOVERNMENT AFFAIRS PROGRAM.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990 on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990 on file |
IRS record
- EIN
- 04-2055313
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1947
- Accounting year ends
- April
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $5,647,083
- Income (IRS master file)
- $5,484,705
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | April 2025 | $4,141,416 | $3,979,663 | $5,647,083 | XML |
| 990 | April 2024 | $4,317,476 | $4,264,319 | $5,940,309 | XML |
| 990 | April 2023 | $4,107,303 | $4,322,509 | $5,435,333 | XML |
| 990 | April 2022 | $4,333,223 | $3,788,382 | $5,581,764 | IRS |
| 990 | April 2021 | – | – | – | IRS |
| 990 | April 2020 | – | – | – | IRS |
| 990 | April 2019 | – | – | – | IRS |
| 990 | April 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2055313).
Questions about MASSACHUSETTS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS INC
- What is the EIN of MASSACHUSETTS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS INC?
- The employer identification number (EIN) of MASSACHUSETTS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS INC is 04-2055313.
- Is MASSACHUSETTS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1947.
- Are donations to MASSACHUSETTS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MASSACHUSETTS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MASSACHUSETTS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS INC due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MASSACHUSETTS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended April 2025.
- Who is the principal officer of MASSACHUSETTS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS INC?
- The 990 for the year ended April 30, 2025 names ZACHARY DONAH.
- Who are the officers and directors of MASSACHUSETTS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS INC?
- The 990 for the year ended April 30, 2025 lists 26 people; 8 received compensation from the organization, the highest $260,671 (ZACHARY DONAH, PRES/CEO/SEC/TREAS).
- How much revenue does MASSACHUSETTS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS INC have?
- On its 990 for the year ended April 30, 2025 it reported revenue of $4,141,416, expenses of $3,979,663 and total assets of $5,647,083 at year end.
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