Educational Foundation of Mscpa's
The mission of the mscpa's educational foundation is to inspire and support the next generation of cpas in Massachusetts.
Educational Foundation of Mscpa's at a glance
- Total assets
- $1,251,817
- -21.0% vs 2024
- Revenue (2025)
- $2,477,819
- -5.2% vs 2024
- Net investment income (2025)
- $17,674
- -15.2% vs 2024
- Expenses (2025)
- $2,643,898
- +1.6% vs 2024
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Educational Foundation of Mscpa's funds
How this funder distributes its grants
Grant Size Distribution
3 grants across all recorded years
The most common grant size was under $50K: 3 grants of 3 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2023, annual grant giving ranged from $25K (2022) to $37K (2023). In 2023 it made 2 grants totaling $37K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Bristol Community College Foundation Inc Fall River, MA | College Awareness Program Grant | $30,000 |
| Middlesex Community College Lowell, MA | College Awareness Program Grant | $7,344 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $1,251,817 | $2,477,819 | $2,643,898 | — | — | $17,674 |
| 2024 | $1,584,488 | $2,614,154 | $2,601,985 | — | — | $20,841 |
| 2023 | $1,503,211 | $2,334,844 | $2,091,467 | $37,344 | 2 | $8,642 |
| 2022 | $1,277,822 | $2,006,323 | $1,587,416 | $25,000 | 1 | $87 |
| 2021 | $804,960 | $1,452,303 | $1,297,497 | — | — | $173 |
| 2020 | $658,592 | $2,046,558 | $1,965,862 | — | — | $475 |
| 2019 | $741,445 | $2,145,015 | $2,005,835 | — | — | $1,442 |
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.
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.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2019–2025
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