Nonprofit · EIN 52-1469031
GWSCPA EDUCATIONAL FOUNDATION INC
Tax-exempt · WASHINGTON, DC 20005
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,117,137 | $1,216,468 | -$99,331 | $800,182 | $499,370 | $300,812 |
| June 30, 2024 | 990 | $998,806 | $1,094,928 | -$96,122 | $842,865 | $492,073 | $350,792 |
| June 30, 2023 | 990 | $840,144 | $1,203,816 | -$363,672 | $690,045 | $290,838 | $399,207 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $15,718
- Program service revenue
- $1,086,105
- Investment income
- $15,314
- Net gain from sales of assets
- $3,473
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $20,000
- Compensation of officers, directors and key employees
- $221,417
- Other salaries and wages
- $282,689
- Salaries, compensation and benefits (total)
- $597,614
- Professional fundraising fees
- $0
- Accounting fees
- $24,227
- Occupancy
- $2,882
- Travel
- $3,599
- Depreciation
- $6,751
- Program services (functional)
- $1,003,053
- Management and general (functional)
- $213,415
Balance sheet and other
- Total assets, start of year
- $842,865
- Total assets, end of year
- $800,182
- Total liabilities, end of year
- $499,370
- Net assets, end of year
- $300,812
- Publicly traded securities
- $599,354
- Net assets without donor restrictions
- $300,812
- Gross receipts
- $1,217,247
- Employees
- 4
- Volunteers
- 50
- Year formed
- 1986
- State of legal domicile
- DC
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.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Kari Bedell | Executive Director Officer | 29 | $183,048 | $69,677 | $46,924 |
| Meghan Jenkins | Senior Director, Engagemen Highest-paid employee | 24 | $82,498 | $52,877 | $38,806 |
| Carolyn Mollen | Immediate Past-President Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Chris Mannina | President Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Julia Lafferty | Vice-President Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Paul Preziotti | Treasurer Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Sheila Bedford | Secretary Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Kathy O'Connor | Governor Trustee or director | 1 | $0 | $0 | $0 |
| Bob Storz | Governor Trustee or director | 1 | $0 | $0 | $0 |
| Carl Hairston | Governor Trustee or director | 1 | $0 | $0 | $0 |
| Sarah Tucker | Governor Trustee or director | 1 | $0 | $0 | $0 |
| Brittney Gordon | Governor Trustee or director | 1 | $0 | $0 | $0 |
| Derek Thomas | Governor Trustee or director | 1 | $0 | $0 | $0 |
| Jessica McClain | Governor Trustee or director | 1 | $0 | $0 | $0 |
| Jen Matteo | Governor Trustee or director | 1 | $0 | $0 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Michael Harris | Governor Trustee or director | 1 | $0 |
| Mike Sorrells | Governor Emeritus Trustee or director | 1 | $0 |
| Venus Tuazon | Governor Trustee or director | 1 | $0 |
| Alex Galeano | Governor Emeritus Trustee or director | 1 | $0 |
| Omid Mohebbi | Governor Trustee or director | 1 | $0 |
| Evan Seward | Governor Trustee or director | 1 | $0 |
| Contina Djouga | Governor Trustee or director | 1 | $0 |
| Jess Roper | Governor Trustee or director | 1 | $0 |
| Christine Cardinal | Governor Trustee or director | 1 | $0 |
| Laurie DeArmond | Governor Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 25 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Kari Bedell | Executive Director Officer | 30 | $184,165 | $58,435 | $41,030 |
| Meghan Jenkins | Senior Director, Engagement Highest-paid employee | 28 | $88,073 | $37,802 | $33,744 |
| Amisha Patel | Immediate Past-President Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Carolyn Mollen | President Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Chris Mannina | Vice-President Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Julia Lafferty | Treasurer Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Paul Preziotti | Secretary Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Sheila Bedford | Governor Trustee or director | 1 | $0 | $0 | $0 |
| Bob Storz | Governor Trustee or director | 1 | $0 | $0 | $0 |
| Trevor Williams | Governor Trustee or director | 1 | $0 | $0 | $0 |
| Sarah Tucker | Governor Trustee or director | 1 | $0 | $0 | $0 |
| Brittney Gordon | Governor Trustee or director | 1 | $0 | $0 | $0 |
| Jonathon Miller | Governor Trustee or director | 1 | $0 | $0 | $0 |
| Angela Juvelis | Governor Trustee or director | 1 | $0 | $0 | $0 |
| Laurie DeArmond | Governor Trustee or director | 1 | $0 | $0 | $0 |
| Carl Hairston | Governor Trustee or director | 1 | $0 | $0 | $0 |
| Mike Sorrells | Governor Emeritus Trustee or director | 1 | $0 | $0 | $0 |
| Derek Thomas | Governor Trustee or director | 1 | $0 | $0 | $0 |
| Kathy O'Connor | Governor Trustee or director | 1 | $0 | $0 | $0 |
| Jessica McClain | Governor Trustee or director | 1 | $0 | $0 | $0 |
| Jen Matteo | Governor Trustee or director | 1 | $0 | $0 | $0 |
| Amy Horner | Governor Trustee or director | 1 | $0 | $0 | $0 |
| Michael Harris | Governor Trustee or director | 1 | $0 | $0 | $0 |
| Venus Tuazon | Governor Trustee or director | 1 | $0 | $0 | $0 |
| Alex Galeano | Governor Emeritus Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 26 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Kari Bedell | Executive Director Officer | 31 | $172,000 | $48,500 | $38,210 |
| Meghan Jenkins | Senior Director, Engagemen Highest-paid employee | 30 | $87,627 | $29,753 | $32,011 |
| Catherine Pennington | Immediate Past-President Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Amisha Patel | President Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Carolyn Mollen | Vice-President Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Chris Mannina | Treasurer Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Julia Lafferty | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Samantha Luxenberg | Governor Trustee or director | 1 | $0 | $0 | $0 |
| Trevor Williams | Governor Trustee or director | 1 | $0 | $0 | $0 |
| Sheila Bedford | Governor Trustee or director | 1 | $0 | $0 | $0 |
| Brittney Gordon | Governor Trustee or director | 1 | $0 | $0 | $0 |
| Jonathan Miller | Governor Trustee or director | 1 | $0 | $0 | $0 |
| Tea Gennaro | Governor Trustee or director | 1 | $0 | $0 | $0 |
| Angela Juvelis | Governor Trustee or director | 1 | $0 | $0 | $0 |
| Laurie DeArmond | Governor Trustee or director | 1 | $0 | $0 | $0 |
| Carl Hairston | Governor Trustee or director | 1 | $0 | $0 | $0 |
| Mike Sorrells | Governor Emeritus Trustee or director | 1 | $0 | $0 | $0 |
| Derek Thomas | Governor Trustee or director | 1 | $0 | $0 | $0 |
| Paul Preziotti | Governor Trustee or director | 1 | $0 | $0 | $0 |
| Kathy O'Connor | Governor Trustee or director | 1 | $0 | $0 | $0 |
| Jessica McClain | Governor Trustee or director | 1 | $0 | $0 | $0 |
| John Langan | Governor Trustee or director | 1 | $0 | $0 | $0 |
| Amy Horner | Governor Trustee or director | 1 | $0 | $0 | $0 |
| Michael Harris | Governor Trustee or director | 1 | $0 | $0 | $0 |
| Venus Tuazon | Governor Trustee or director | 1 | $0 | $0 | $0 |
| Alex Galeano | Governor Emeritus Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1015 15TH ST NW STE 600, WASHINGTON, DC 20005-2605
- Principal officer (990 for 2024)
- Carolyn Mollen, 1015 15th St NW 600, Washington, DC 20005
- Signed the 990
- Kari Bedell, Executive Director
- Phone
- (202) 347-3050
- Website
- www.gwscpa.org
- Return prepared by
- Rogers & Company PLLC
Mission
The GWSCPA Educational Foundation provides continuing technical and professional development programs for accounting and financial professionals. We support development of the profession through student scholarships for DC area accounting students. We support nonprofit staff and volunteers through a wide range of industry specific education and programs which support accountability and effectiveness of the nonprofit sector.
Program accomplishments
- Nonprofit Symposium: The Nonprofit Symposium is one of the largest and most respected conferences of its kind in the country, offering a multi-day event for nonprofit finance and accounting professionals. The conference spans tax, accounting, auditing, managenent and technology topics and brings together hundreds of nonprofit industry professionals and service providers dedicated to the sector.Expenses $524,786 · revenue $454,583
- Learning: The Foundation offers continuing education seminars, webinars and conferences throughout the year in order to keep DC area finance and accounting professionals at the forefront of the profession. Topics range from technical standards to leadership development, diversity and inclusion, and we have a special emphasis on programming related to the nonprofit sector.Expenses $302,440 · revenue $248,884
- Membership & Community: The Foundation expands on our technical education via leadership development courses and industry specific development and networking opportunities for young professionals in various sectors of the accounting and finance community.Expenses $140,398
- Scholarship Program: The Foundation offers scholarships annually to outstanding accounting students and future CPAs studying at DC area universities.Expenses $24,069 · grants $20,000
- The Nonprofit Accounting Basics project is a free website with resources aimed at smaller nonprofits. We offer guidance in prudent financial management and accounting, tax and audit practies.Expenses $11,360
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 52-1469031
- 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
- 1986
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $800,182
- Income (IRS master file)
- $1,217,247
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,117,137 | $1,216,468 | $800,182 | XML |
| 990 | June 2024 | $998,806 | $1,094,928 | $842,865 | XML |
| 990 | June 2023 | $840,144 | $1,203,816 | $690,045 | XML |
| 990 | June 2022 | $670,605 | $864,368 | $995,196 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 52-1469031).
Questions about GWSCPA EDUCATIONAL FOUNDATION INC
- What is the EIN of GWSCPA EDUCATIONAL FOUNDATION INC?
- The employer identification number (EIN) of GWSCPA EDUCATIONAL FOUNDATION INC is 52-1469031.
- Is GWSCPA EDUCATIONAL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to GWSCPA EDUCATIONAL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does GWSCPA EDUCATIONAL FOUNDATION 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 GWSCPA EDUCATIONAL FOUNDATION 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 GWSCPA EDUCATIONAL FOUNDATION 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 GWSCPA EDUCATIONAL FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names Carolyn Mollen.
- Who are the officers and directors of GWSCPA EDUCATIONAL FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 25 people; 2 received compensation from the organization, the highest $183,048 (Kari Bedell, Executive Director).
- How much revenue does GWSCPA EDUCATIONAL FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,117,137, expenses of $1,216,468 and total assets of $800,182 at year end.
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