Nonprofit · EIN 23-7447914
WASHINGTON CPA FOUNDATION
Tax-exempt · BELLEVUE, WA 98005
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $173,438 | $311,727 | -$138,289 | $5,680,263 | $2,458,638 | $3,221,625 |
| May 31, 2024 | 990 | $172,629 | $270,292 | -$97,663 | $5,422,524 | $2,297,630 | $3,124,894 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $68,733
- Program service revenue
- $30,000
- Investment income
- $74,705
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $249,766
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $4,950
- Program services (functional)
- $249,766
- Management and general (functional)
- $61,961
Balance sheet and other
- Total assets, start of year
- $5,422,524
- Total assets, end of year
- $5,680,263
- Total liabilities, end of year
- $2,458,638
- Net assets, end of year
- $3,221,625
- Publicly traded securities
- $3,337,297
- Net assets without donor restrictions
- $536,552
- Net assets with donor restrictions
- $2,685,073
- Gross receipts
- $173,438
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1974
- State of legal domicile
- WA
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JANELLE M ANDERSON | EXECUTIVE DIRECTOR Officer | 40 | $0 | $99,018 | $21,717 |
| ALLISON BENABENTE | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| TREY TAKARA | VICE PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| JOSEPH SMITH | PAST PRESIDENT Trustee or director | 0.5 | $0 | $0 | $0 |
| PING LU | TREASURER/SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| CANADA BASMEH | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| GILBERT PLASCENCIA | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| JENNY CRAVENS | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| MARTHA RAMIREZ | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| SHEILA LOZAN | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| STACY SHORT | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| TARA LAMBERT | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended May 31, 2024: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JANELLE M ANDERSON | EXECUTIVE DIRECTOR Officer | 40 | $0 | $97,602 | $14,889 |
| MARTHA RAMIREZ | PAST PRESIDENT Trustee or director | 0.5 | $0 | $0 | $0 |
| JOSEPH SMITH | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| JENNY CRAVENS | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| TARA LAMBERT | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| ALLISON BENABENTE | VICE PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| TREY TAKARA | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| SHEILA LOZAN | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| CANADA BASMEH | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| LUCY LU | TREASURER/SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| STACY SHORT | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| GILBERT PLASCENCIA | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 170 120TH AVE NE E-101, BELLEVUE, WA 98005-3059
- Principal officer (990 for 2024)
- JANELLE M ANDERSON, 170 120TH AVE NE E-101, BELLEVUE, WA 98005
- Signed the 990
- JANELLE M ANDERSON, EXECUTIVE DIRECTOR
- Phone
- (425) 644-4800
- Website
- WWW.WSCPA.ORG/FOUNDATION
- Return prepared by
- JOHNSON STONE & PAGANO PS
Mission
THE PURPOSE OF THE WASHINGTON CPA FOUNDATION IS TO STRENGTHEN AND EXPAND THE PROFESSION BY ADVANCING AND INVESTING IN THE ACCOUNTING PROFESSION.
Program accomplishments
- THE WASHINGTON CPA FOUNDATION PROVIDED 54 SCHOLARSHIPS FOR COLLEGE-LEVEL ACCOUNTING STUDENTS AND PHD CANDIDATES, TO ENHANCE THE KNOWLEDGE WITHIN THE ACCOUNTING PROFESSION. IN ADDITION, THE FOUNDATION PROVIDES GRANTS TO ORGANIZATIONS WITH PROGRAMS OR EVENTS DESIGNED TO IMPROVE THE DIVERSITY OF THE CPA PIPELINE IN WASHINGTON.Expenses $249,766 · grants $249,766
- THE FOUNDATION ADMINISTERS THE WASHINGTON STATE CERTIFIED PUBLIC ACCOUNTANT SCHOLARSHIP PROGRAM UNDER AN AGREEMENT WITH THE WASHINGTON STATE BOARD OF ACCOUNTANCY.revenue $30,000
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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7447914
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1975
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $5,680,263
- Income (IRS master file)
- $173,438
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $173,438 | $311,727 | $5,680,263 | XML |
| 990 | May 2024 | $172,629 | $270,292 | $5,422,524 | XML |
| 990 | May 2023 | $160,694 | $234,018 | $5,142,410 | IRS |
| 990 | May 2022 | $308,026 | $211,798 | $5,633,058 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
| 990 | May 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 23-7447914).
Questions about WASHINGTON CPA FOUNDATION
- What is the EIN of WASHINGTON CPA FOUNDATION?
- The employer identification number (EIN) of WASHINGTON CPA FOUNDATION is 23-7447914.
- Is WASHINGTON CPA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
- Are donations to WASHINGTON CPA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WASHINGTON CPA FOUNDATION 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 WASHINGTON CPA FOUNDATION due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WASHINGTON CPA FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of WASHINGTON CPA FOUNDATION?
- The 990 for the year ended May 31, 2025 names JANELLE M ANDERSON.
- Who are the officers and directors of WASHINGTON CPA FOUNDATION?
- The 990 for the year ended May 31, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does WASHINGTON CPA FOUNDATION have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $173,438, expenses of $311,727 and total assets of $5,680,263 at year end.
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