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Nonprofit · EIN 04-2709997

MASSACHUSETTS ASSOCIATION OF ASSESSING OFFICERS INC

Tax-exempt · SHREWSBURY, MA 01545

Financials

$439K$424K2023$416K$529K2024
Revenue Expenses · by fiscal year end
Financials of MASSACHUSETTS ASSOCIATION OF ASSESSING OFFICERS INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$415,740$529,489-$113,749$359,894$25,212$334,682
June 30, 2024990$438,743$423,908$14,835$503,117$64,093$439,024
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$101,629
Membership dues
$79,504
Program service revenue
$280,035
Investment income
$16,576
Net rental income
$10,400
Other revenue
$17,500

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$72,298
Other salaries and wages
$54,647
Salaries, compensation and benefits (total)
$135,681
Professional fundraising fees
$0
Accounting fees
$3,181
Occupancy
$29,335
Depreciation
$1,037
Program services (functional)
$358,816
Management and general (functional)
$170,673

Balance sheet and other

Total assets, start of year
$503,117
Total assets, end of year
$359,894
Total liabilities, end of year
$25,212
Net assets, end of year
$334,682
Land, buildings and equipment
$1,571
Publicly traded securities
$330,014
Net assets without donor restrictions
$302,223
Net assets with donor restrictions
$32,459
Gross receipts
$415,740
Employees
5
Volunteers
60
Year formed
1980
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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
KATHLEEN COSTELLOEXECUTIVE DIRECTOR
Officer
40$58,500
RUTH ANDERSONTREASURER
Trustee or director, Officer
5$14,420
ASHLIE BROWNIMMEDIATE PAST PRESIDENT
Trustee or director, Officer
1$0
WILLIAM MITCHELLPRESIDENT
Trustee or director, Officer
1$0
ERIC JOSEPHSONPRESIDENT-ELECT
Trustee or director, Officer
1$0
STEPHEN DUNNE-BOARD MEMBER
Trustee or director
1$0
JESSICA GUERRAE-BOARD MEMBER
Trustee or director
1$0
ELLEN BRIDEAUSECRETARY
Trustee or director, Officer
1$0
TARA MONROEE-BOARD MEMBER
Trustee or director
1$0
SARAH MCLELLANE-BOARD MEMBER
Trustee or director
1$0
JOSEPH ROCHEE-BOARD MEMBER
Trustee or director
1$0
KATHLEEN STANLEYE-BOARD MEMBER
Trustee or director
1$0
990 for the year ended June 30, 2024: 12 people
NameTitleHours / weekCompensation
KATHLEEN COSTELLOEXECUTIVE DIRECTOR
Officer
40$30,500
RUTH ANDERSONTREASURER
Trustee or director, Officer
5$18,333
ELLEN BRIDEAUIMMEDIATE PAST-PRESIDENT
Trustee or director
1$0
R LANE PARTRIDGEPRESIDENT
Trustee or director, Officer
1$0
KAREN TONELLIE-BOARD MEMBER
Trustee or director
1$0
ASHLIE BROWNPRESIDENT-ELECT
Trustee or director
1$0
ROBERT L ALFORD IIE-BOARD MEMBER
Trustee or director
1$0
RICHARD J CONTIE-BOARD MEMBER
Trustee or director
1$0
WILLIAM MITCHELLSECRETARY
Trustee or director
1$0
ERIC JOSEPHSONE-BOARD MEMBER
Trustee or director
1$0
STEPHEN DUNNE-BOARD MEMBER
Trustee or director
1$0
JESSICA GUERRAE-BOARD MEMBER
Trustee or director
1$0

Address and contacts

Address (IRS master file)
PO BOX 647, SHREWSBURY, MA 01545-8647
Principal officer (990 for 2024)
RUTH ANDERSON, PO BOX 647, SHREWSBURY, MA 01545
Signed the 990
RUTH ANDERSON, TREASURER
Phone
(774) 249-8625
Return prepared by
ALARIO & ASSOCIATES CPA PC

Mission

TO EDUCATE ASSESSORS AND THEIR ASSISTANTS IN THE FIELD OF ASSESSING AND THE UNIFORM ADMINISTRATION OF LOCAL TAX LAWS.

990 for the year ended June 30, 2025

Program accomplishments

  • EDUCATIONAL MEETINGS AND CONFERENCES FOR MEMBERS.
    Expenses $164,576 · revenue $105,935
  • PROVIDING EDUCATIONAL COURSES FOR CLERKS, NEWLY HIRED ASSESSORS AND OTHER MEMBERS.
    Expenses $192,678 · revenue $161,075
  • NEWSLETTERS AND OTHER PROGRAMS.
    Expenses $1,562

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
04-2709997
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1980
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$359,894
Income (IRS master file)
$415,740

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$415,740$529,489$359,894XML
990June 2024$438,743$423,908$503,117XML
990June 2023$448,569$375,476$503,661IRS
990June 2022$350,667$275,192$359,130IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 04-2709997).

Questions about MASSACHUSETTS ASSOCIATION OF ASSESSING OFFICERS INC

What is the EIN of MASSACHUSETTS ASSOCIATION OF ASSESSING OFFICERS INC?
The employer identification number (EIN) of MASSACHUSETTS ASSOCIATION OF ASSESSING OFFICERS INC is 04-2709997.
Is MASSACHUSETTS ASSOCIATION OF ASSESSING OFFICERS INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
Are donations to MASSACHUSETTS ASSOCIATION OF ASSESSING OFFICERS INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does MASSACHUSETTS ASSOCIATION OF ASSESSING OFFICERS 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 ASSOCIATION OF ASSESSING OFFICERS INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MASSACHUSETTS ASSOCIATION OF ASSESSING OFFICERS INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of MASSACHUSETTS ASSOCIATION OF ASSESSING OFFICERS INC?
The 990 for the year ended June 30, 2025 names RUTH ANDERSON.
Who are the officers and directors of MASSACHUSETTS ASSOCIATION OF ASSESSING OFFICERS INC?
The 990 for the year ended June 30, 2025 lists 12 people; 2 received compensation from the organization, the highest $58,500 (KATHLEEN COSTELLO, EXECUTIVE DIRECTOR).
How much revenue does MASSACHUSETTS ASSOCIATION OF ASSESSING OFFICERS INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $415,740, expenses of $529,489 and total assets of $359,894 at year end.

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