Educational Foundation of Mscpa's

Public charity · Grantmaker Boston, MA EIN: 04-6139571

The mission of the mscpa's educational foundation is to inspire and support the next generation of cpas in Massachusetts.

Key facts about Educational Foundation of Mscpa's

EIN
04-6139571
Latest 990 filing
Form 990, 2025
Total assets
$1,251,817

Data from IRS Form 990, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$1.3M

-21.0% YoY

Revenue

$2.5M

-5.2% YoY

Net Investment Income

$18K

-15.2% YoY

Expenses

$2.6M

+1.6% YoY

About Educational Foundation of Mscpa's

Based on IRS filings

Educational Foundation of Mscpa's is a public charity, based in Boston, MA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.3M in total assets. Net investment income was $18K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Cities

Fall RiverLowell

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K0 grants2019 0 grants2020 0 grants2021 1 grant2022 2 grants2023 0 grants2024 0 grants2025

From 2022 to 2023, annual grant giving ranged from $25K (2022) to $37K (2023). In 2023 it made 2 grants totaling $37K.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

3 grants across all recorded years

3<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 3 grants of 3 (100%).

Giving History

Grant recipients and amounts by year

No grants recorded for 2025.

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$1M$2M$3M2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,251,817$1,584,488$1,503,211
Revenue$2,477,819$2,614,154$2,334,844
Expenses$2,643,898$2,601,985$2,091,467
Net Investment Income$17,674$20,841$8,642

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

Educational Foundation of Mscpa's is led by Robert S. Miller, Chairperson since 2024 (on filings since 2019); none of the 15 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Robert S. Miller

    Chairperson

    Director → Chairperson, 2024

    On filings since 2019

    0.5 hrs/week

    No compensation reported

  • Amy A. Pitter

    Director

    President, CEO & Secretary → Treasurer & Secretary, 2024

    Treasurer & Secretary → Director, 2025

    On filings since 2019

    No compensation reported

  • Amy K. Phelan

    Director

    Secretary → Director, 2022

    On filings since 2019

    0.5 hrs/week

    No compensation reported

  • John M. Micalizzi

    Director

    Director → Chairman, 2022

    Chairman → Director, 2024

    On filings since 2019

    0.5 hrs/week

    No compensation reported

  • Kerry A. Stakem

    Director

    On filings since 2019

    0.5 hrs/week

    No compensation reported

  • Mary-Joan P. Potvin

    Director

    On filings since 2019

    0.5 hrs/week

    No compensation reported

  • Santiago A. Fernandez-Suarez

    Director

    On filings since 2019

    0.5 hrs/week

    No compensation reported

  • William D. Mahoney

    Director

    Chairman → Director, 2022

    On filings since 2019

    0.5 hrs/week

    No compensation reported

  • Shanikwa D. Davis

    Director

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Marquis D. Cooper

    Director

    On filings since 2022

    0.5 hrs/week

    No compensation reported

  • Melissa J. Sawyer

    Director

    On filings since 2022

    0.5 hrs/week

    No compensation reported

  • Gabriel Fernandez

    Director

    On filings since 2024

    0.5 hrs/week

    No compensation reported

  • James Christenson

    Director

    On filings since 2024

    0.5 hrs/week

    No compensation reported

  • Sophia R. Elton

    Director

    On filings since 2024

    0.5 hrs/week

    No compensation reported

  • Zachary M. Donah

    Treasurer & Secretary

    On filings since 2024

    2 hrs/week

    No compensation reported

Former officers (11)
  • Former: Yarice Hidalgo (2019–2023) — Director
  • Former: Mindy Eichler (2022–2023) — Director
  • Former: Julia Ekelund (2022) — Vice President & Learning
  • Former: David M. Desmarais (2019–2021) — Director
  • Former: George R. Neble (2019–2021) — Director
  • Former: Ike Okonkwo (2019–2021) — Director
  • Former: Julia Bowker-Ekelund (2019–2021) — Vice President & Learning
  • Former: Kathryn A. Polak (2019–2021) — Director
  • Former: Mark W. Nichols (2019–2021) — Director
  • Former: Michael J. Poirier (2019–2021) — Director
  • Former: David J. Clarkson (2019) — Director

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Educational Foundation of Mscpa's

How large is Educational Foundation of Mscpa's?

Educational Foundation of Mscpa's reported $1.3M in total assets on its 2025 IRS Form 990. Its revenue that year was $2.5M.

Where does Educational Foundation of Mscpa's operate?

Educational Foundation of Mscpa's has awarded grants in Massachusetts.

What is Educational Foundation of Mscpa's's EIN?

Educational Foundation of Mscpa's's EIN (Employer Identification Number) is 04-6139571. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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