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Nonprofit · EIN 59-6152454

FICPA SCHOLARSHIP FOUNDATION INC

Tax-exempt · ORLANDO, FL 32801

Financials

$779K$226K2022$298K$241K2023$663K$276K2024
Revenue Expenses · by fiscal year end
Financials of FICPA SCHOLARSHIP FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$663,250$275,533$387,717$4,060,121$254,793$3,805,328
June 30, 2024990$297,648$241,174$56,474$3,521,690$233,279$3,288,411
June 30, 2023990$778,643$226,348$552,295$3,218,198$219,022$2,999,176
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$364,757
Program service revenue
$0
Investment income
$213,341
Net gain from sales of assets
$57,544
Net income from fundraising events
$83,479
Other revenue
$85,152

Expenses

Grants and similar amounts paid
$200,624
Compensation of officers, directors and key employees
$0
Other salaries and wages
$23,842
Salaries, compensation and benefits (total)
$23,842
Professional fundraising fees
$0
Accounting fees
$21,892
Travel
$3,892
Program services (functional)
$200,624
Management and general (functional)
$51,067
Fundraising (functional)
$23,842

Balance sheet and other

Total assets, start of year
$3,521,690
Total assets, end of year
$4,060,121
Total liabilities, end of year
$254,793
Net assets, end of year
$3,805,328
Publicly traded securities
$3,518,205
Net assets without donor restrictions
$1,085,116
Net assets with donor restrictions
$2,720,212
Gross receipts
$776,704
Employees
0
Volunteers
35
Year formed
1959
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.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
Shelly WeirPresident/CEO
Officer
1$0$402,163$51,689
Kristin HighChief Financial Officer
Officer
1$0$165,663$33,158
Paul BrownVP of Prof & Tech Standards
Key employee
1$0$157,692$33,661
Jason HarrellChief External Affairs Officer
Officer
1$0$173,851$9,587
Carrie SummerlinCHIEF GROWTH & INNOVAT OFFICER
Officer
1$0$151,083$18,119
Ivey Rose SmithVP of Membership
Highest-paid employee
1$0$123,660$39,940
Karen DowRegional Director
Highest-paid employee
1$0$103,418$24,207
Maggie DunnDirector of Marketing Strategy
Highest-paid employee
1$0$100,111$19,292
Jim GurowkaChief Growth Officer
Officer
1$0$53,965$2,871
Silvana CapaldiExecutive Chair
Trustee or director, Officer
1$0$0$0
JENNIFER KELLERFUNDRAISING COMMITTEE CHAIR
Trustee or director, Officer
1$0$0$0
JASON KLEINFINANCE COMMITTEE CHAIR
Trustee or director, Officer
1$0$0$0
BINITA MEHTAPROGRAMS COMMITTEE CHAIR
Trustee or director, Officer
1$0$0$0
STEVE MORRISONNOMINATING COMMITTEE CHAIR
Trustee or director, Officer
1$0$0$0
Rummesa AbrarTrustee (eff. 7/1/2024)
Trustee or director
1$0$0$0
11 more people on this return
NameTitleHours / weekCompensation
CARSHENA ALLISONTrustee
Trustee or director
1$0
Chris BagwellTrustee (eff. 7/1/2024)
Trustee or director
1$0
Ana Del Cerro-FalsTrustee (eff. 7/1/2024)
Trustee or director
1$0
LORIE GLEIMTRUSTEE
Trustee or director
1$0
NANCY JURONTrustee
Trustee or director
1$0
Steve KennedyTrustee (eff. 7/1/2024)
Trustee or director
1$0
Richard LavinaTrustee (eff. 7/1/2024)
Trustee or director
1$0
Amanda PorupskiTrustee
Trustee or director
1$0
PAOLA SUAREZTrustee
Trustee or director
1$0
Ashlyn VanDenDriesscheTrustee (eff. 7/1/2024)
Trustee or director
1$0
Alan WestTrustee
Trustee or director
1$0
990 for the year ended June 30, 2024: 32 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Shelly WeirPresident/CEO
Officer
1$0$384,383$39,738
Carrie SummerlinCHIEF GROWTH & INNOVAT OFFICER
Officer
1$0$211,736$17,410
Paul BrownVP of Prof & Tech Standards
Highest-paid employee
1$0$149,111$33,152
Kristin HighChief Financial Officer
Officer
1$0$151,998$25,395
Ivey Rose SmithVP of Membership
Highest-paid employee
1$0$119,212$36,155
Jason HarrellChief External Affairs Officer
Officer
1$0$74,916$697
Justin ThamesChief External Affairs Officer
Officer
1$0$24,357$1,017
Carshena AllisonNominating Committee Chair
Trustee or director, Officer
1$0$0$0
Silvana CapaldiFundraising Committee Chair
Trustee or director, Officer
1$0$0$0
Elizabeth CarlsonTrustee
Trustee or director
1$0$0$0
Jason ChorlinsTrustee
Trustee or director
1$0$0$0
Lorie GleimTrustee
Trustee or director
1$0$0$0
Michael HalfastTrustee
Trustee or director
1$0$0$0
Paul HaysTrustee
Trustee or director
1$0$0$0
Celina JozsiTrustee
Trustee or director
1$0$0$0
Nancy JuronTrustee
Trustee or director
1$0$0$0
Jennifer KellerPROGRAMS COMMITTEE CHAIR
Trustee or director, Officer
1$0$0$0
Jason KleinTrustee
Trustee or director
1$0$0$0
Kylan McNemarTrustee
Trustee or director
1$0$0$0
Binita MehtaTrustee
Trustee or director
1$0$0$0
Steve MorrisonChair
Trustee or director, Officer
1$0$0$0
Joseph MurrayTrustee
Trustee or director
1$0$0$0
Amanda PorupskiTrustee
Trustee or director
1$0$0$0
Will QuilliamTrustee
Trustee or director
1$0$0$0
Stuart RohatinerTrustee
Trustee or director
1$0$0$0
Marie RosierTrustee
Trustee or director
1$0$0$0
Maria RustTrustee
Trustee or director
1$0$0$0
Amy SantosTrustee
Trustee or director
1$0$0$0
Rick SmithTrustee
Trustee or director
1$0$0$0
Paola SuarezTrustee
Trustee or director
1$0$0$0
Carey VasalloTrustee
Trustee or director
1$0$0$0
Alan WestFINANCE COMMITTEE CHAIR
Trustee or director, Officer
1$0$0$0
990 for the year ended June 30, 2023: 38 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Shelly WeirPresident/CEO
Officer
1$0$352,458$39,067
Donna SonChief Operating Officer
Officer
1$0$208,927$20,091
Paul BrownDirector of Technical Services
Highest-paid employee
0$0$141,064$32,600
Kristin HIghChief Financial officer
Officer
1$0$137,296$24,023
Ivey Rose SmithVP of Membership
Highest-paid employee
0$0$113,121$34,726
Justin ThamesChief External Affairs Officer
Officer
1$0$126,070$5,580
Carrie SummerlinChief Growth & Innov. Officer
Officer
1$0$121,717$8,805
Mia ThomasSR Director of Learning
Highest-paid employee
1$0$108,888$8,578
Carshena AllisonChair
Trustee or director, Officer
1$0$0$0
Silvana CapaldiPrograms Committee Chair
Trustee or director, Officer
1$0$0$0
Gary MargolisFinance Committee Chair
Trustee or director, Officer
1$0$0$0
Steve MorrisonFundraising Committee Chair
Trustee or director, Officer
1$0$0$0
Will QuilliamGovernance Committee Chair
Trustee or director, Officer
1$0$0$0
Elizabeth CarlsonTrustee
Trustee or director
1$0$0$0
Jason ChorlinsTrustee
Trustee or director
1$0$0$0
David CumberlandTrustee
Trustee or director
1$0$0$0
Lorie GleimTrustee
Trustee or director
1$0$0$0
Michael HalfastTrustee
Trustee or director
1$0$0$0
Paul HaysTrustee
Trustee or director
1$0$0$0
Celina JozsiTrustee
Trustee or director
1$0$0$0
Nancy JuronTrustee
Trustee or director
1$0$0$0
Jennifer KellerTrustee
Trustee or director
1$0$0$0
Jason KleinTrustee
Trustee or director
1$0$0$0
Kylan McNemarTrustee
Trustee or director
1$0$0$0
Binita MehtaTrustee
Trustee or director
1$0$0$0
Frank MoreraTrustee
Trustee or director
1$0$0$0
Joseph MurrayTrustee
Trustee or director
1$0$0$0
Brandon PerryTrustee
Trustee or director
1$0$0$0
Amanda PorupskiTrustee
Trustee or director
1$0$0$0
Sean RobinsonTrustee
Trustee or director
1$0$0$0
Marie RosierTrustee
Trustee or director
1$0$0$0
Maria RustTrustee
Trustee or director
1$0$0$0
Amy SantosTrustee
Trustee or director
1$0$0$0
RIck ShapiroTrustee
Trustee or director
1$0$0$0
Rick SmithTrustee
Trustee or director
1$0$0$0
Paola SuarezTrustee
Trustee or director
1$0$0$0
Carey VasalloTrustee
Trustee or director
1$0$0$0
Alan WestTrustee
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
250 S ORANGE AVE SUITE 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
(800) 342-3197
Return prepared by
WITHUMSMITHBROWNPC

Mission

OUR MISSION IS TO PROVIDE SUPPORT AND FOSTER SUCCESS FOR CURRENT AND FUTURE CPAS.

990 for the year ended June 30, 2025

Program accomplishments

  • SCHOLARSHIPS: 1. FICPA SCHOLARSHIPS FOUNDATION TO 4TH & 5TH YEAR ACCOUNTING STUDENTS IN FLORIDA COLLEGES AND UNIVERSITIES WHO PLAN TO BECOME CPAS AND PRACTICE IN THE STATE OF FLORIDA. (ONE SEMESTER) 2. BRIDGE TO CPA SCHOLARSHIPS TO QUALIFIED CPA CANDIDATES SEEKING TO COMPLETE CREDIT HOURS NEEDED TO SATISFY COURSE REQUIREMENTS FOR CPA EXAM ELIGIBILITY.
    Expenses $200,624 · grants $200,624

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
59-6152454
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
1960
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$4,060,121
Income (IRS master file)
$776,704

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$663,250$275,533$4,060,121IRS
990June 2024$297,648$241,174$3,521,690IRS
990June 2023$778,643$226,348$3,218,198XML
990June 2022$317,584$265,268$3,024,093IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 59-6152454).

Questions about FICPA SCHOLARSHIP FOUNDATION INC

What is the EIN of FICPA SCHOLARSHIP FOUNDATION INC?
The employer identification number (EIN) of FICPA SCHOLARSHIP FOUNDATION INC is 59-6152454.
Is FICPA SCHOLARSHIP FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1960.
Are donations to FICPA SCHOLARSHIP FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does FICPA SCHOLARSHIP 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 FICPA SCHOLARSHIP 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 FICPA SCHOLARSHIP 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 FICPA SCHOLARSHIP FOUNDATION INC?
The 990 for the year ended June 30, 2025 names SHELLY WEIR.
Who are the officers and directors of FICPA SCHOLARSHIP FOUNDATION INC?
The 990 for the year ended June 30, 2025 lists 26 people; 0 received compensation from the organization.
How much revenue does FICPA SCHOLARSHIP FOUNDATION INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $663,250, expenses of $275,533 and total assets of $4,060,121 at year end.

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