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Nonprofit · EIN 05-6013364

R I SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS

Tax-exempt · CUMBERLAND, RI 02864

Financials

$699K$839K2022$700K$793K2023$607K$676K2024
Revenue Expenses · by fiscal year end
Financials of R I SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2025990$606,652$676,025-$69,373$315,824$220,390$95,434
April 30, 2024990$700,493$793,456-$92,963$534,854$369,922$164,932
April 30, 2023990$698,556$839,305-$140,749$421,719$163,824$257,895
Financial details: 990 for the year ended April 30, 2025

Revenue

Contributions, gifts and grants
$173,720
of which government grants
$158,770
Program service revenue
$403,430
Investment income
$3,993
Net income from fundraising events
-$2,938
Other revenue
$25,509

Expenses

Grants and similar amounts paid
$111,960
Compensation of officers, directors and key employees
$163,542
Other salaries and wages
$79,482
Salaries, compensation and benefits (total)
$264,441
Professional fundraising fees
$0
Legal fees
$3,582
Accounting fees
$7,675
Occupancy
$46,244
Travel
$15,044
Depreciation
$3,537

Balance sheet and other

Total assets, start of year
$534,854
Total assets, end of year
$315,824
Total liabilities, end of year
$220,390
Net assets, end of year
$95,434
Publicly traded securities
$30,867
Net assets without donor restrictions
$64,546
Net assets with donor restrictions
$30,888
Gross receipts
$639,663
Employees
3
Volunteers
115
Year formed
1905
State of legal domicile
RI

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.

NameTitleHours / weekCompensationOther / benefits
Melissa D TravisPresident
Officer
40$145,845$17,697
April ArrudaDirector
Trustee or director
2$0$0
Michael AzzolliniDirector
Trustee or director
2$0$0
Brian BarberDirector
Trustee or director
2$0$0
Jeffrey CascioneDirector
Trustee or director
2$0$0
Jason DaPonteChairman
Trustee or director, Officer
2$0$0
Michele ForcinoChairman
Trustee or director, Officer
2$0$0
Boyd FosterDirector
Trustee or director
2$0$0
Doryanne HamelTreasurer
Trustee or director, Officer
2$0$0
Alejandro HazeraDirector
Trustee or director
2$0$0
Norman LeBlancDirector
Trustee or director
2$0$0
Jaclyn MorroccoDirector
Trustee or director
2$0$0
Stacey NakasianDirector
Trustee or director
2$0$0
Erica OlibriDirector
Trustee or director
2$0$0
990 for the year ended April 30, 2024: 12 people
NameTitleHours / weekCompensationOther / benefits
MELISSA D TRAVISPRESIDENT
Officer
40$145,845$16,327
BRIAN E BARBERDIRECTOR
Trustee or director
2$0$0
JEFFREY CASCIONEDIRECTOR
Trustee or director
2$0$0
BOYD E FOSTERDIRECTOR
Trustee or director
2$0$0
ALEJANDRO HAZERADIRECTOR
Trustee or director
2$0$0
NORMAN LEBLANCDIRECTOR
Trustee or director
2$0$0
STACEY NAKASIANDIRECTOR
Trustee or director
2$0$0
MICHELLE L FORCINOCHAIR
Trustee or director, Officer
2$0$0
EDWARD YAZBAKIMMEDIATE PAST CHAIR
Trustee or director, Officer
2$0$0
JASON DAPONTECHAIR-ELECT
Trustee or director, Officer
2$0$0
DORYANNE HAMELTREASURER
Trustee or director, Officer
2$0$0
JONATHAN UCRANSECRETARY
Trustee or director, Officer
2$0$0
990 for the year ended April 30, 2023: 15 people
NameTitleHours / weekCompensationOther / benefits
MELISSA D TRAVISPRESIDENT
Officer
40$175,658$20,455
BRIAN E BARBERDIRECTOR
Trustee or director
2$0$0
TIM HEBERTDIRECTOR
Trustee or director
2$0$0
STUART R BENTONDIRECTOR
Trustee or director
2$0$0
CHRISTINE A CANNATADIRECTOR
Trustee or director
2$0$0
MARIANNE E CASERTADIRECTOR
Trustee or director
2$0$0
JASON DAPONTEDIRECTOR
Trustee or director
2$0$0
KAREN G DELPONTE ESQDIRECTOR
Trustee or director
2$0$0
DAVID A FONTAINEDIRECTOR
Trustee or director
2$0$0
BOYD E FOSTERDIRECTOR
Trustee or director
2$0$0
ROBERT GRYTADIRECTOR
Trustee or director
2$0$0
BRENDAN MCCORRYDIRECTOR
Trustee or director
2$0$0
DANIEL R BONNETTECHAIR
Trustee or director, Officer
2$0$0
EDWARD F YAZBAKVICE CHAIR
Trustee or director, Officer
2$0$0
MICHELLE L FORCINOTREASURER & SECRETARY
Trustee or director, Officer
2$0$0

Address and contacts

Address (IRS master file)
2155 DIAMOND HILL RD, CUMBERLAND, RI 02864-5102
Principal officer (990 for 2024)
Michele Forcino, 2155 Diamond Hill Road, Cumberland, RI 02864
Signed the 990
Boyd E Foster, Treasurer
Phone
(401) 331-5720
Return prepared by
David J Shepherd CPA

Mission

EMPOWERING INDIVIDUALS AND BUSINESSES, TODAY AND TOMORROW, THROUGH FINANCIAL EDUCATION, COLLABORATIVE INNOVATION, AND INCLUSIVE ADVOCACY FOR A PROSPEROUS RHODE ISLAND.

990 for the year ended April 30, 2025

Program accomplishments

  • 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.

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 yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026Not on file
2024April 30, 2025September 15, 2025990 on file
2023April 30, 2024September 16, 2024990 on file

IRS record

EIN
05-6013364
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1945
Accounting year ends
April
Files
Form 990 or 990-EZ
Assets (IRS master file)
$315,824
Income (IRS master file)
$639,663

Filing history

FormYear endedRevenueExpensesAssetsReturn
990April 2025$606,652$676,025$315,824XML
990April 2024$700,493$793,456$534,854XML
990April 2023$698,556$839,305$421,719XML
990April 2022–––IRS
990April 2021–––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 05-6013364).

Questions about R I SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS

What is the EIN of R I SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS?
The employer identification number (EIN) of R I SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS is 05-6013364.
Is R I SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1945.
Are donations to R I SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does R I SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 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 R I SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 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 R I SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 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 R I SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS?
The 990 for the year ended April 30, 2025 names Michele Forcino.
Who are the officers and directors of R I SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS?
The 990 for the year ended April 30, 2025 lists 14 people; 1 received compensation from the organization, the highest $145,845 (Melissa D Travis, President).
How much revenue does R I SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS have?
On its 990 for the year ended April 30, 2025 it reported revenue of $606,652, expenses of $676,025 and total assets of $315,824 at year end.

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