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Nonprofit · EIN 06-0762300

CONNECTICUT SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS

Tax-exempt · ROCKY HILL, CT 06067

Financials

$2.8M$2.4M2022$2.4M$2.4M2023$2.4M$2.4M2024
Revenue Expenses · by fiscal year end
Financials of CONNECTICUT SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2025990$2,433,376$2,421,858$11,518$2,648,441$395,888$2,252,553
March 31, 2024990$2,444,253$2,427,853$16,400$2,725,344$498,102$2,227,242
March 31, 2023990$2,775,889$2,449,270$326,619$2,670,383$568,106$2,102,277
Financial details: 990 for the year ended March 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$2,312,201
Investment income
$102,517
Royalties
$8,095
Other revenue
$18,658

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$298,401
Other salaries and wages
$600,503
Salaries, compensation and benefits (total)
$1,022,553
Professional fundraising fees
$0
Legal fees
$280
Accounting fees
$24,946
Occupancy
$242,074
Travel
$64,546
Depreciation
$23,718

Balance sheet and other

Total assets, start of year
$2,725,344
Total assets, end of year
$2,648,441
Total liabilities, end of year
$395,888
Net assets, end of year
$2,252,553
Land, buildings and equipment
$16,004
Publicly traded securities
$2,425,660
Net assets without donor restrictions
$2,252,553
Gross unrelated business income
$51,459
Gross receipts
$2,433,376
Employees
11
Volunteers
1,090
Year formed
1908
State of legal domicile
CT

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 March 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
Bonnie StewartCEO/Executive Director
Officer
37.5$240,295$29,504
Lisa BugrynCPE Director
Highest-paid employee
37.5$102,786$5,986
Kevin LawlorChair
Trustee or director, Officer
1$0$0
Mary ManfrediChair-elect
Trustee or director, Officer
1$0$0
Muhammad MalloyTreasurer
Trustee or director, Officer
1$0$0
Amber MooreSecretary
Trustee or director, Officer
1$0$0
Eliot BassinAdvisory Council Chair
Trustee or director
1$0$0
Karen ZeilnhoferMember-at-Large
Trustee or director
1$0$0
Rachel TressyMember-at-Large
Trustee or director
1$0$0
Kariann McDougallMember-at-Large
Trustee or director
1$0$0
Christopher KingMember-at-Large
Trustee or director
1$0$0
990 for the year ended March 31, 2024: 11 people
NameTitleHours / weekCompensationOther / benefits
Bonnie StewartCEO/Exec Director
Officer
37.5$229,758$28,622
Lisa BugrynCPE Director
Highest-paid employee
37.5$102,399$6,153
Timothy HedleyChair
Trustee or director, Officer
1$0$0
Kevin LawlorChair-elect
Trustee or director, Officer
1$0$0
Mary ManfrediTreasurer
Trustee or director, Officer
1$0$0
Muhammad MalloySecretary
Trustee or director, Officer
1$0$0
Amber MooreAdvisory Council Chair
Trustee or director
1$0$0
Christopher KingMember-at-Large
Trustee or director
1$0$0
Kariann McDougallMember-at-Large
Trustee or director
1$0$0
Rachel TressyMember-at-Large
Trustee or director
1$0$0
Karen ZeilnhoferMember-at-Large
Trustee or director
1$0$0
990 for the year ended March 31, 2023: 11 people
NameTitleHours / weekCompensationOther / benefits
Bonnie StewartCEO/Exec Director
Officer
37.5$221,732$26,962
Lisa BugrynCPE Director
Highest-paid employee
37.5$100,987$5,984
Michael MaksymiwChair
Trustee or director, Officer
1$0$0
Timothy HedleyChair-Elect
Trustee or director, Officer
1$0$0
Kevin LawlorTreasurer
Trustee or director, Officer
1$0$0
Mary ManfrediSecretary
Trustee or director, Officer
1$0$0
Muhammed MalloyMember-At-Large
Trustee or director
1$0$0
Karen ZeilnhoferMember-At-Large
Trustee or director
1$0$0
Carrie ZimyeskiMember-At-Large
Trustee or director
1$0$0
Christopher KingMember-At-Large
Trustee or director
1$0$0
James NortonAdvisory Council Chair
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
716 BROOK ST STE 100, ROCKY HILL, CT 06067-3433
Principal officer (990 for 2024)
Bonnie Stewart, 716 Brook Street 100, Rocky Hill, CT 060673433
Signed the 990
Bonnie Stewart, Executive Director
Phone
(860) 258-4800
Return prepared by
Rogers & Company PLLC

Mission

To promote, advance and help preserve professional standards of conduct within the field of public accounting in the state of Connecticut.

990 for the year ended March 31, 2025

Program accomplishments

  • Advocacy - to protect the certified public accounting profession from adverse legislation and regulation and to uphold the public interest in transparent financial reporting. The CTCPA interacts with such groups as the Connecticut General Assembly, Connecticut Department of Revenue Services, Connecticut Department of Banking, Internal Revenue Service, Department of Labor, State Board of Accountancy, Department of Consumer Protection, Financial Accounting Standards Board and Governmental Accounting Standards Board. Serving 4,938 members.
  • Member Services and Communications - to provide a home for CPAs in public accounting, private industry, education, and government to meet, discuss, and address enhancing professional quality in a changing environment. The CTCPA provides opportunities for social interaction between CPAs, with associated professions, and with relevant regulatory agencies. Serving 4,938 members.
  • Professional Development - licensed CPAs are required by law to obtain 40 hours of continuing professional education (CPE) each year. As professional standards, tax laws, and business practices change, the CPA must continually work to stay current. The CTCPA provides in-person and on-line continuing professional education and administers the Connecticut Peer Review 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 March, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026Not on file
2024March 31, 2025August 15, 2025990 on file
2023March 31, 2024August 15, 2024990 on file

IRS record

EIN
06-0762300
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1943
Accounting year ends
March
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,648,441
Income (IRS master file)
$2,433,376

Filing history

FormYear endedRevenueExpensesAssetsReturn
990March 2025$2,433,376$2,421,858$2,648,441XML
990March 2024$2,444,253$2,427,853$2,725,344XML
990March 2023$2,775,889$2,449,270$2,670,383XML
990March 2022$2,630,132$2,407,433$2,522,074IRS
990March 2021–––IRS
990March 2020–––IRS
990March 2019–––IRS
990March 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 06-0762300).

Questions about CONNECTICUT SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS

What is the EIN of CONNECTICUT SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS?
The employer identification number (EIN) of CONNECTICUT SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS is 06-0762300.
Is CONNECTICUT SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1943.
Are donations to CONNECTICUT SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does CONNECTICUT 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 CONNECTICUT SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS due?
The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CONNECTICUT 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 March 2025.
Who is the principal officer of CONNECTICUT SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS?
The 990 for the year ended March 31, 2025 names Bonnie Stewart.
Who are the officers and directors of CONNECTICUT SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS?
The 990 for the year ended March 31, 2025 lists 11 people; 2 received compensation from the organization, the highest $240,295 (Bonnie Stewart, CEO/Executive Director).
How much revenue does CONNECTICUT SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS have?
On its 990 for the year ended March 31, 2025 it reported revenue of $2,433,376, expenses of $2,421,858 and total assets of $2,648,441 at year end.

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