Nonprofit · EIN 59-0578470
FLORIDA INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS
Tax-exempt · ORLANDO, FL 32801
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $9,233,794 | $8,027,866 | $1,205,928 | $27,230,084 | $5,724,575 | $21,505,509 |
| June 30, 2024 | 990 | $8,729,829 | $7,869,372 | $860,457 | $25,401,120 | $6,224,252 | $19,176,868 |
| June 30, 2023 | 990 | $7,758,143 | $7,682,366 | $75,777 | $22,838,644 | $6,070,258 | $16,768,386 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $8,035,930
- Investment income
- $1,105,469
- Net gain from sales of assets
- $620,610
- Other revenue
- $92,395
Expenses
- Grants and similar amounts paid
- $288,579
- Compensation of officers, directors and key employees
- $1,321,325
- Other salaries and wages
- $2,303,743
- Salaries, compensation and benefits (total)
- $4,387,244
- Professional fundraising fees
- $0
- Legal fees
- $9,905
- Accounting fees
- $29,640
- Occupancy
- $659,865
- Travel
- $205,188
- Depreciation
- $205,784
Balance sheet and other
- Total assets, start of year
- $25,401,120
- Total assets, end of year
- $27,230,084
- Total liabilities, end of year
- $5,724,575
- Net assets, end of year
- $21,505,509
- Land, buildings and equipment
- $2,020,795
- Publicly traded securities
- $19,372,490
- Net assets without donor restrictions
- $21,447,888
- Net assets with donor restrictions
- $57,621
- Gross unrelated business income
- $127,845
- Gross receipts
- $9,674,484
- Employees
- 40
- Volunteers
- 412
- Year formed
- 1905
- State of legal domicile
- FL
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 | Other / benefits |
|---|---|---|---|---|
| Shelly Weir | President/CEO Officer | 40 | $402,163 | $51,689 |
| Kristin High | Chief Financial Officer Officer | 40 | $165,663 | $33,158 |
| Paul Brown | VP of Prof & Tech Standards Key employee | 40 | $157,692 | $33,661 |
| Jason Harrell | Chief External Affairs Officer Officer | 40 | $173,851 | $9,587 |
| Carrie Summerlin | CHIEF GROWTH & INNOVAT OFFICER Officer | 40 | $151,083 | $18,119 |
| Ivey Rose Smith | VP of Membership Highest-paid employee | 40 | $123,660 | $39,940 |
| Karen Dow | Regional Director Highest-paid employee | 40 | $103,418 | $24,207 |
| Maggie Dunn | Director of Marketing Strategy Highest-paid employee | 40 | $100,111 | $19,292 |
| Jim Gurowka | Chief Growth Officer Officer | 40 | $53,965 | $2,871 |
| Eduardo Duarte | Chair Trustee or director, Officer | 4 | $0 | $0 |
| Karen Lake | Chair-Elect Trustee or director, Officer | 4 | $0 | $0 |
| Key O'Keefe | Past Chair - Current Trustee or director, Officer | 4 | $0 | $0 |
| Kathryn Horton | Director Trustee or director | 3 | $0 | $0 |
| Jennifer Keller | DIRECTOR Trustee or director | 3 | $0 | $0 |
| Amy Kistka | DIRECTOR Trustee or director | 3 | $0 | $0 |
25 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Robert Maya | DIRECTOR Trustee or director | 3 | $0 |
| Chris Oatis | DIRECTOR Trustee or director | 3 | $0 |
| Mindy Rankin | DIRECTOR Trustee or director | 3 | $0 |
| Brion Sharpe | DIRECTOR Trustee or director | 3 | $0 |
| Alexander Sueiro | Director Trustee or director | 3 | $0 |
| Carshena Allison | Member-at-Large (eff. 12/4/24) Trustee or director | 1 | $0 |
| Kristin Bivona | Member-at-Large Trustee or director | 1 | $0 |
| Yvonne Clayborne | Member-at-Large (eff. 7/1/24) Trustee or director | 1 | $0 |
| Adam Daniels | Member-at-Large Trustee or director | 1 | $0 |
| Ashley Fagan | Member-at-Large Trustee or director | 1 | $0 |
| Carlos Grosmann | Member-at-Large Trustee or director | 1 | $0 |
| Genevieve Hancock | Member-at-Large (eff. 7/1/24) Trustee or director | 1 | $0 |
| Anne Marie Hicks | Member-at-Large Trustee or director | 1 | $0 |
| Tarsha Jacobs | Member-at-Large Trustee or director | 1 | $0 |
| Graeme Mellet | Member-at-Large Trustee or director | 1 | $0 |
| Evaristo Palmer | Member-at-Large (eff. 7/1/24) Trustee or director | 1 | $0 |
| Heber Rojas | Member-at-Large Trustee or director | 1 | $0 |
| Christopher Stemley | Member-at-Large Trustee or director | 1 | $0 |
| Guy Strum | Member-at-Large (eff. 7/1/24) Trustee or director | 1 | $0 |
| Cheri Swain | Member-at-Large Trustee or director | 1 | $0 |
| Alex Welsh | Member-at-Large Trustee or director | 1 | $0 |
| Aharon Yoki | Member-at-Large Trustee or director | 1 | $0 |
| Dana Zukierski | Member-at-Large Trustee or director | 1 | $0 |
| JESSICA BORMEY | MEMBER-AT-LARGE (thru 11/1/24) Trustee or director | 1 | $0 |
| JESUS SOCORRO | DIRECTOR (thru 8/2/24) Trustee or director | 3 | $0 |
990 for the year ended June 30, 2024: 36 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Shelly Weir | President/CEO Officer | 40 | $384,383 | $39,738 |
| Carrie Summerlin | CHIEF GROWTH & INNOVAT OFFICER Officer | 40 | $211,736 | $17,410 |
| Paul Brown | VP of Prof & Tech Standards Highest-paid employee | 40 | $149,111 | $33,152 |
| Kristin High | Chief Financial Officer Officer | 40 | $151,998 | $25,395 |
| Ivey Rose Smith | VP of Membership Highest-paid employee | 40 | $119,212 | $36,155 |
| Jason Harrell | Chief External Affairs Officer Officer | 40 | $74,916 | $697 |
| Justin Thames | Chief External Affairs Officer Officer | 40 | $24,357 | $1,017 |
| Key O'Keefe | Chair Trustee or director, Officer | 4 | $0 | $0 |
| Eduardo Duarte | Chair-Elect Trustee or director, Officer | 4 | $0 | $0 |
| Kristin Bivona | Past Chair - Current Trustee or director, Officer | 4 | $0 | $0 |
| Jessica Bormey | Member-at-Large Trustee or director | 1 | $0 | $0 |
| Adam Daniels | Member-at-Large Trustee or director | 1 | $0 | $0 |
| Ashley Fagan | Member-at-Large Trustee or director | 1 | $0 | $0 |
| Adam Gay | Member-at-Large Trustee or director | 1 | $0 | $0 |
| Peter Golotko | Member-at-Large Trustee or director | 1 | $0 | $0 |
| Carlos Grosmann | Member-at-Large Trustee or director | 1 | $0 | $0 |
| Anne Marie Hicks | Member-at-Large Trustee or director | 1 | $0 | $0 |
| Kathryn Horton | Director Trustee or director | 3 | $0 | $0 |
| Elizabeth Jackson | BOD Liaison Trustee or director | 1 | $0 | $0 |
| Tarsha Jacobs | Member-at-Large Trustee or director | 1 | $0 | $0 |
| Jennifer Keller | Director Trustee or director | 3 | $0 | $0 |
| Amy Kistka | Director Trustee or director | 3 | $0 | $0 |
| Karen Lake | Director Trustee or director | 3 | $0 | $0 |
| Robert Maya | Member-at-Large Trustee or director | 1 | $0 | $0 |
| Graeme Mellet | Member-at-Large Trustee or director | 1 | $0 | $0 |
| Chris Oatis | Director Trustee or director | 3 | $0 | $0 |
| Mindy Rankin | Director Trustee or director | 3 | $0 | $0 |
| Heber Rojas | Member-at-Large Trustee or director | 1 | $0 | $0 |
| Brion Sharpe | Director Trustee or director | 3 | $0 | $0 |
| Jesus Socorro | Director Trustee or director | 3 | $0 | $0 |
| Christopher Stemley | Member-at-Large Trustee or director | 1 | $0 | $0 |
| Alexander Sueiro | Member-at-Large Trustee or director | 1 | $0 | $0 |
| Cheri Swain | Member-at-Large Trustee or director | 1 | $0 | $0 |
| Alex Welsh | Member-at-Large Trustee or director | 1 | $0 | $0 |
| Aharon Yoki | Member-at-Large Trustee or director | 1 | $0 | $0 |
| Dana Zukierski | Member-at-Large Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 37 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Shelly Weir | President/CEO Officer | 40 | $352,458 | $39,067 |
| Donna Son | Chief Operating Officer Officer | 40 | $208,927 | $20,091 |
| Paul Brown | Director of Technical Services Highest-paid employee | 40 | $141,064 | $32,600 |
| Kristin High | Chief Financial Officer Officer | 40 | $137,296 | $24,023 |
| Ivey Rose Smith | VP of Membership Highest-paid employee | 40 | $113,121 | $34,726 |
| Justin Thames | Chief External Affairs Officer Officer | 40 | $126,070 | $5,580 |
| Carrie Summerlin | Chief Growth & innovat officer Officer | 40 | $121,717 | $8,805 |
| Mia Thomas | Sr Director of Learning Highest-paid employee | 40 | $108,888 | $8,578 |
| Julian Dozier | Chair Trustee or director, Officer | 4 | $0 | $0 |
| Key O'Keefe | Chair-Elect Trustee or director, Officer | 4 | $0 | $0 |
| Kristin Bivona | Past Chair - Current Trustee or director, Officer | 4 | $0 | $0 |
| WG Spoor | Past Chair - Current Trustee or director, Officer | 4 | $0 | $0 |
| Mindy Rankin | Director Trustee or director | 4 | $0 | $0 |
| Hector Aguililla | Director Trustee or director | 3 | $0 | $0 |
| Valrie Chambers | Director Trustee or director | 3 | $0 | $0 |
| Eduardo Duarte | Director Trustee or director | 3 | $0 | $0 |
| Jennifer Gunter | Director Trustee or director | 3 | $0 | $0 |
| Kathryn Horton | Director Trustee or director | 3 | $0 | $0 |
| Jennifer Keller | Director Trustee or director | 3 | $0 | $0 |
| Brion Sharpe | Director Trustee or director | 3 | $0 | $0 |
| Cheri Swain | Director Trustee or director | 3 | $0 | $0 |
| Kathleen Brothers | Region I Representative Trustee or director | 2 | $0 | $0 |
| Leslie Welsh | Region II Representative Trustee or director | 2 | $0 | $0 |
| William Kaser | Region III Representative Trustee or director | 2 | $0 | $0 |
| Randall Coleman | Region IV Representative Trustee or director | 2 | $0 | $0 |
| Kristian Nenov | Region V Representative Trustee or director | 2 | $0 | $0 |
| Alex Welsh | BOD Liaison Trustee or director | 2 | $0 | $0 |
| Adam Daniels | Member-at-Large Trustee or director | 1 | $0 | $0 |
| Michael Dupree | Member-at-Large Trustee or director | 1 | $0 | $0 |
| Ashley Fagan | Member-at-Large Trustee or director | 1 | $0 | $0 |
| Delia Finnerty | Member-at-Large Trustee or director | 1 | $0 | $0 |
| Andrew Gay | Member-at-Large Trustee or director | 1 | $0 | $0 |
| Michael Jerman | Member-at-Large Trustee or director | 1 | $0 | $0 |
| Karen Lake | Member-at-Large Trustee or director | 1 | $0 | $0 |
| Robert Maya | Member-at-Large Trustee or director | 1 | $0 | $0 |
| Chris Oatis | Member-at-Large Trustee or director | 1 | $0 | $0 |
| Christoper Stemley | Member-at-Large Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 250 S ORANGE AVE STE 300P, ORLANDO, FL 32801-3441
- In care of
- % SHELLY WEIR
- Principal officer (990 for 2024)
- SHELLY WEIR, 250 S ORANGE AVE SUITE 300P, ORLANDO, FL 32801
- Signed the 990
- SHELLY WEIR, PRESIDENT/CEO
- Phone
- (850) 224-2727
- Website
- WWW.FICPA.ORG
- Return prepared by
- WITHUMSMITHBROWNPC
Mission
TO PROTECT THE VALUE OF THE CPA LICENSE, PROMOTE THE ACCOUNTING PROFESSION, EDUCATE & ENRICH THE PROFESSIONAL EXCELLENCE OF THE MEMBERS WE SERVE, AND INNOVATE THROUGH FORWARD-THINKING LEADERSHIP.
Program accomplishments
- CPE CLASSES HELD THROUGHOUT THE STATE FOR BOTH MEMBERS AND NON-MEMBERS.
- The Institute advocates for Florida CPAs. The Institute plays a key role in protecting the interests of all CPAs throughout the state of Florida.
- THE INSTITUTE PROVIDES A QUALITY REVIEW SERVICE IN CONJUNCTION WITH REQUIREMENTS SET FORTH BY THE AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS, INC. FOR ONGOING QUALITY REVIEWS OF CPA FIRMS.
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
- 59-0578470
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1943
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $27,230,084
- Income (IRS master file)
- $9,674,484
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $9,233,794 | $8,027,866 | $27,230,084 | IRS |
| 990 | June 2024 | $8,729,829 | $7,869,372 | $25,401,120 | IRS |
| 990 | June 2023 | $7,758,143 | $7,682,366 | $22,838,644 | XML |
| 990 | June 2022 | $7,489,719 | $7,745,227 | $18,346,520 | 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 59-0578470).
Questions about FLORIDA INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS
- What is the EIN of FLORIDA INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS?
- The employer identification number (EIN) of FLORIDA INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS is 59-0578470.
- Is FLORIDA INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1943.
- Are donations to FLORIDA INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does FLORIDA INSTITUTE 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 FLORIDA INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 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 FLORIDA INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS 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 FLORIDA INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS?
- The 990 for the year ended June 30, 2025 names SHELLY WEIR.
- Who are the officers and directors of FLORIDA INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS?
- The 990 for the year ended June 30, 2025 lists 40 people; 9 received compensation from the organization, the highest $402,163 (Shelly Weir, President/CEO).
- How much revenue does FLORIDA INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $9,233,794, expenses of $8,027,866 and total assets of $27,230,084 at year end.
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