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Nonprofit · EIN 22-2793542

MASSACHUSETTS SOCIETY OF ENROLLED AGENTS INC

Tax-exempt · IPSWICH, MA 01938

Financials

$78K$94K2023$11K$69K2024
Revenue Expenses · by fiscal year end
Financials of MASSACHUSETTS SOCIETY OF ENROLLED AGENTS INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$11,080$69,278-$58,198$4,467$0$4,467
June 30, 2024990-EZ$78,056$94,094-$16,038$62,665–$62,665
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Membership dues
$11,045
Investment income
$35

Expenses

Benefits paid to members
$18,510
Compensation of officers, directors and key employees
$11,550
Salaries, compensation and benefits (total)
$15,373
Professional fees and payments to contractors
$12,215
Occupancy
$8,599
Printing, publications and postage
$818
Other expenses
$13,763
Program services (functional)
$69,278

Balance sheet and other

Total assets, start of year
$62,665
Total assets, end of year
$4,467
Total liabilities, end of year
$0
Net assets, end of year
$4,467
Cash, savings and investments
$4,467
Gross receipts
$11,080

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-EZ for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
MARILYN BRODEUR EAIMMEDIATE PAST PRESIDENT/CLERK1$3,650
GREGORY ZAKARIAN EADIRECTOR2$3,050
SCOTT FRANKLIN EAMEMBER1$2,250
PAUL MESSA EAMEMBER1$1,600
AMIT JOHAR EADIRECTOR1$1,000
MARC LACROIX EAPRESIDENT/TREASURER/ASST CLERK2$0
THOMAS FITZPATRICK IV EA CPA1ST VICE PRESIDENT1$0
TRACIE L DROUIN EA MST2ND VICE PRESIDENT1$0
KAREN CAPPETELLI EASECRETARY1$0
JOHN WARREN EADIRECTOR1$0
PATRICIA BOUTILETTE EADIRECTOR1$0
JILL LOCKHEART EAMEMBER1$0
990-EZ for the year ended June 30, 2024: 14 people
NameTitleHours / weekCompensation
President MARILYN BRODEUR EAPresident2$3,250
Paul Massa EAMember2$3,000
Director GREGORY ZAKARIAN EADirector2$2,800
Director AMIT JOHAR EADirector1$2,500
Scott Franklin EAMember1$2,500
Mary Ellen Fillo EAMember1$1,500
Elizabeth LOGAN EAMember1$1,250
1st VP MASON KLINCK EAVice President2$1,000
Jill Lockheart EAMember1$1,000
2nd VP THOMAS FITZPATRICK IV EA CPAVice President1$0
Treasurer JONATHAN GREEN EATreasurer1$0
Secretary KAREN CAPPETELLI EASecretary1$0
Director TRACIE DROUIN EA MSTDirector1$0
Director PATRICIA BOUTILETTE EADirector1$0

Address and contacts

Address (IRS master file)
401 COLONIAL DR UNIT 18, IPSWICH, MA 01938-1667
Signed the 990-EZ
MARC LACROIX, PRESIDENT
Phone
(617) 875-6829
Return prepared by
TRACIE L DROUIN EA MST

Mission

ENHANCING AND ADVANCING THE PROFESSION OF ENROLLED AGENTS.

990-EZ for the year ended June 30, 2025

Program accomplishments

  • SCHOLARSHIPS TO MEMBERS FOR THE PURPOSE OF ENHANCING THEIR EDUCATION
    Expenses $18,510
  • MONTHLY MEETINGS - EDUCATION OFFERED TO ASSIST ENROLLED AGENTS TO MAINTAIN CONTINUING EDUCATION CREDITS REQUIRED BY IRS CIRCULAR 230
    Expenses $37,005
  • SEE SCHEDULE O
    Expenses $13,763

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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-EZ on file
2023June 30, 2024November 15, 2024990-EZ on file

IRS record

EIN
22-2793542
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1987
Accounting year ends
June
Files
Form 990-N (e-Postcard)
Assets (IRS master file)
$4,467
Income (IRS master file)
$11,080

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$11,080$69,278$4,467IRS
990-EZJune 2024$78,056$94,094$62,665XML
990-EZJune 2023–––IRS
990-EZJune 2022–––IRS
990-EZJune 2021–––IRS
990-EZJune 2020–––IRS
990-EZJune 2019–––IRS
990-EZJune 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 22-2793542).

Questions about MASSACHUSETTS SOCIETY OF ENROLLED AGENTS INC

What is the EIN of MASSACHUSETTS SOCIETY OF ENROLLED AGENTS INC?
The employer identification number (EIN) of MASSACHUSETTS SOCIETY OF ENROLLED AGENTS INC is 22-2793542.
Is MASSACHUSETTS SOCIETY OF ENROLLED AGENTS INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1987.
Are donations to MASSACHUSETTS SOCIETY OF ENROLLED AGENTS INC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does MASSACHUSETTS SOCIETY OF ENROLLED AGENTS INC file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of MASSACHUSETTS SOCIETY OF ENROLLED AGENTS 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 SOCIETY OF ENROLLED AGENTS INC last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
Who are the officers and directors of MASSACHUSETTS SOCIETY OF ENROLLED AGENTS INC?
The 990-EZ for the year ended June 30, 2025 lists 12 people; 5 received compensation from the organization, the highest $3,650 (MARILYN BRODEUR EA, IMMEDIATE PAST PRESIDENT/CLERK).
How much revenue does MASSACHUSETTS SOCIETY OF ENROLLED AGENTS INC have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $11,080, expenses of $69,278 and total assets of $4,467 at year end.

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