Florida Institute of Certified Public Accountants Inc
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.
Key facts about Florida Institute of Certified Public Accountants Inc
In short: Florida Institute of Certified Public Accountants Inc gave $289K across 1 grant in 2025 (avg $289K), mostly in Florida. Source: 2025 IRS Form 990.
- EIN
- 59-0578470
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $288,579
- Grants made (2025)
- 1
- Average grant
- $288,579
- Median grant
- $288,579
- Total assets
- $27,230,084
- Primary geography
- Florida (100% of itemized 2025 grant dollars)
Data from IRS Form 990, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$27.2M
+7.2% YoY
Annual Giving
$289K
+4.4% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$289K
+4.4% YoY
How Florida Institute of Certified Public Accountants Inc gives
- Giving grew 36% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
About Florida Institute of Certified Public Accountants Inc
Based on IRS filings
Florida Institute of Certified Public Accountants Inc is a public charity, based in Orlando, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $27.2M in total assets. In 2025, it awarded 1 grant totaling $289K. Net investment income was $1.1M.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $211K (2022) to $317K (2020). In 2025 it made 1 grant totaling $289K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Ficpa Scholarship Foundation Inc ($289K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 3 grants of 5 (60%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Ficpa Scholarship Foundation Inc Orlando, FL | In-Kind Contribution | $288,579 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $27,230,084 | $25,401,120 | $22,838,644 |
| Revenue | $9,233,794 | $8,729,829 | $7,758,143 |
| Expenses | $8,027,866 | $7,869,372 | $7,682,366 |
| Net Investment Income | $1,105,469 | $700,769 | $485,680 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2024 (received by the IRS May 13, 2025)
- Updated Form 990 for fiscal year 2025 (received by the IRS May 7, 2026)
- Added Form 990 for fiscal year 2019 (received by the IRS May 21, 2020)
- Updated Form 990 for fiscal year 2020 (received by the IRS March 31, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 13, 2024)
Leadership & Key People
Officers and directors from IRS filings
Florida Institute of Certified Public Accountants Inc is led by Shelly Weir, President & CEO on every filing since 2021; 9 of 40 officers listed in 2025 are compensated.
Officers on the 2025 filing
Shelly Weir
President & CEO
On filings since 2021
40 hrs/week
$206K (2022) → $402K (2025)
Eduardo Duarte
Chair
Director → Chair-Elect, 2024
Chair-Elect → Chair, 2025
On filings since 2019
4 hrs/week
No compensation reported
Karen Dow
Regional Director
New on the 2025 filing
40 hrs/week
$103K (2025)
Maggie Dunn
Director of Marketing Strategy
New on the 2025 filing
40 hrs/week
$100K (2025)
Robert J. Maya
Director
Member-At-Large → Director, 2025
On filings since 2020
3 hrs/week
No compensation reported
Kathryn Horton
Director
On filings since 2021
3 hrs/week
No compensation reported
Brion Sharpe
Director
On filings since 2022
3 hrs/week
No compensation reported
Chris Oatis
Director
Member-At-Large → Director, 2024
On filings since 2022
3 hrs/week
No compensation reported
Jennifer Keller
Director
On filings since 2023
3 hrs/week
No compensation reported
Mindy Rankin
Director
On filings since 2023
3 hrs/week
No compensation reported
Alexander Sueiro
Director
Member-At-Large → Director, 2025
On filings since 2024
3 hrs/week
No compensation reported
Amy Kistka
Director
On filings since 2024
3 hrs/week
No compensation reported
Jesus Socorro
Director
On filings since 2024
3 hrs/week
No compensation reported
Paul Brown
Vice President of Prof & Tech Standards
Director of Technical Review → Director of Technical Services, 2022
Director of Technical Services → Vice President of Prof & Tech Standards, 2024
On filings since 2019
40 hrs/week
$124K (2019) → $158K (2025)
Kristin High
Chief Financial Officer
On filings since 2022
40 hrs/week
$29K (2022) → $166K (2025)
Carrie Summerlin
Chief Growth & Innovat Officer
On filings since 2023
40 hrs/week
$122K (2023) → $151K (2025)
Ivey Rose Smith
Vice President of Membership
On filings since 2023
40 hrs/week
$113K (2023) → $124K (2025)
Jason Harrell
Chief External Affairs Officer
On filings since 2024
40 hrs/week
$75K (2024) → $174K (2025)
Jim Gurowka
Chief Growth Officer
New on the 2025 filing
40 hrs/week
$54K (2025)
Anne Marie Hicks
Member-At-Large
On filings since 2019
1 hr/week
No compensation reported
Cheri Swain
Member-At-Large
Member-At-Large → Director, 2023
Director → Member-At-Large, 2024
On filings since 2019
1 hr/week
No compensation reported
Karen A. Lake
Chair-Elect
Member-At-Large → Director, 2024
Director → Chair-Elect, 2025
On filings since 2019
4 hrs/week
No compensation reported
Key G. O'Keefe
Past Chair - Current
Chair-Elect → Chair, 2024
Chair → Past Chair - Current, 2025
On filings since 2019
4 hrs/week
No compensation reported
Kristin A. Bivona
Member-At-Large
Chair → Past Chair - Current, 2023
Past Chair - Current → Member-At-Large, 2025
On filings since 2019
1 hr/week
No compensation reported
Tarsha R. Jacobs
Member-At-Large
Director → Member-At-Large, 2024
On filings since 2019
1 hr/week
No compensation reported
Christopher Stemley
Member-At-Large
On filings since 2021
1 hr/week
No compensation reported
Adam Daniels
Member-At-Large
On filings since 2023
1 hr/week
No compensation reported
Alex Welsh
Member-At-Large
Bod Liaison → Member-At-Large, 2024
On filings since 2023
1 hr/week
No compensation reported
Ashley Fagan
Member-At-Large
On filings since 2023
1 hr/week
No compensation reported
Aharon Yoki
Member-At-Large
On filings since 2024
1 hr/week
No compensation reported
Carlos Grosmann
Member-At-Large
On filings since 2024
1 hr/week
No compensation reported
Dana Zukierski
Member-At-Large
On filings since 2024
1 hr/week
No compensation reported
Graeme Mellet
Member-At-Large
On filings since 2024
1 hr/week
No compensation reported
Heber Rojas
Member-At-Large
On filings since 2024
1 hr/week
No compensation reported
Jessica Bormey
Member-At-Large
On filings since 2024
1 hr/week
No compensation reported
Carshena Allison
Member-At-Large
New on the 2025 filing
1 hr/week
No compensation reported
Evaristo Palmer
Member-At-Large
New on the 2025 filing
1 hr/week
No compensation reported
Genevieve Hancock
Member-At-Large
New on the 2025 filing
1 hr/week
No compensation reported
Guy Strum
Member-At-Large
New on the 2025 filing
1 hr/week
No compensation reported
Yvonne Clayborne
Member-At-Large
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (157)
- Former: Justin Thames (2021–2024) — Chief External Affairs Officer
- Former: Adam Gay (2024) — Member-At-Large
- Former: Elizabeth Jackson (2024) — Bod Liaison
- Former: Peter Golotko (2024) — Member-At-Large
- Former: Delia F. Finnerty (2019–2023) — Member-At-Large
- Former: Donna Son (2019–2023) — Chief Operating Officer
- Former: Julian D. Dozier (2019–2023) — Chair
- Former: Kristian N. Nenov (2019–2023) — Region V Representative
- Former: Leslie A. Welsh (2019–2023) — Region II Representative
- Former: Michael G. Dupree (2019–2023) — Member-At-Large
- Former: Randall T. Coleman (2019–2023) — Region IV Representative
- Former: Wg Spoor II (2019–2023) — Past Chair - Current
- Former: William M. Kaser (2019–2023) — Region III Representative
- Former: Jennifer Gunter (2020–2023) — Director
- Former: Kathleen E. Brothers (2020–2023) — Region I Representative
- Former: Andrew Gay (2021–2023) — Member-At-Large
- Former: Valrie Chambers (2021–2023) — Director
- Former: Hector Aguililla (2022–2023) — Director
- Former: Mia Thomas (2022–2023) — Senior Director of Learning
- Former: Michael Jerman (2022–2023) — Member-At-Large
- Former: Abigail F. Dupree (2019–2022) — Past Chair - Current
- Former: Keith A. Jowers II (2019–2022) — Director
- Former: Lydia C. Desnoyers (2020–2022) — Director
- Former: Jeff Conway (2021–2022) — Chief Financial Officer
- Former: Carrie Summerlin Start On (2022) — Chief Growth & Innovation of
- Former: Daniel Henn (2019–2021) — Member-At-Large
- Former: Deborah L. Curry (2019–2021) — President & CEO - Former
- Former: Gary A. Fracassi (2019–2021) — Past Chair - Current
- Former: Kathlyn C. Jordan (2019–2021) — Region II Reprresentative
- Former: Nancy L. Juron (2019–2021) — Member-At-Large
- Former: Jason L. Watkins (2020–2021) — Director
- Former: Johanna M. Eddy (2020–2021) — Member-At-Large
- Former: Michael M. Kaser (2020–2021) — Region III Reprresentative
- Former: Sharon L. Roma (2020–2021) — Member-At-Large
- Former: Alan M. West (2019–2020) — Past Chair
- Former: Caridad Vasallo (2019–2020) — Director
- Former: Jan M. Dobson (2019–2020) — Senior Director Scholarship Foundation
- Former: Jason H. Klein (2019–2020) — Region Vi Reprresentative
- Former: Andrea Niemann (2020) — Member-At-Large
- Former: Alexandra B. Demosthenes (2019) — Atlantic Chair
- Former: Alfredo Ruiz (2019) — Volusia Chair
- Former: Allyse Carter (2019) — Palm Beach Secretary
- Former: Ana A. Goodman (2019) — Emerald Coast Secretary
- Former: Ana Kairis (2019) — Broward County Chair - Elect
- Former: Andrea J. Riesen (2019) — Member-At-Large
- Former: Andrew S. Fierman (2019) — Miami-Dade Chair
- Former: Andrew S. Hetzel (2019) — Jacksonville Cpe Chapt Liason
- Former: Anne B. Sullivan (2019) — Sailfish Secretary
- Former: April L. Epperson (2019) — West Fl Chair-Elect
- Former: Austin L. Barimo (2019) — Brevard County Treasurer
- Former: Barbara B. Strasdas (2019) — Palm Beach Treasurer
- Former: Barth Satuloff (2019) — Sailfish Cpe Chapter Liason
- Former: Betty G. Gonzalez (2019) — Brvard County Secretary
- Former: Brad R. Gould (2019) — Director
- Former: Brooke T. Boswell (2019) — Emerald Coast Chair-Elect
- Former: Bruce I. Davidson (2019) — West Fl Secretary
- Former: Candy L. Kessel (2019) — Member-At-Large
- Former: Cecil Patterson Jr. (2019) — Member-At-Large
- Former: Chad F. Branson (2019) — Emerald Cpe Chapter Liason
- Former: Chandra K. Clines (2019) — West Coast Secretary
- Former: Chris G. Bourdeau (2019) — Sailfish Chair-Elect
- Former: Christopher P. Corneroli (2019) — Gulf Coast Secretary
- Former: Christopher T. Wailand (2019) — Gulf Coast Chair-Elect
- Former: Cong C. Nguyen (2019) — Sailfish Treasurer
- Former: Daniel I. Rodriguez (2019) — Tallahassee Chair
- Former: Daniel K. Raymond (2019) — Gulf Coast Treasurer
- Former: Daryl A. Johnson (2019) — Polk County Secretary
- Former: David A. Dorsey (2019) — N Suncoast Chair
- Former: David R. Ramos (2019) — Polk County Chair-Elect
- Former: Deborah C. Budaj (2019) — West Coast Chair-Elect
- Former: Devin Archer (2019) — Gulf Coast Treasurer
- Former: Eileen L. Mouly (2019) — S Dade Cpe Chapter Liason
- Former: Elaine D. Sutter (2019) — Tallahassee Cpe Chapter Liason
- Former: Elgin F. Polo (2019) — Miami-Downtown Chair
- Former: Ellen C. Holoway (2019) — Sailfish Treasurer
- Former: Emily A. Higgins (2019) — Volusia Secretary
- Former: Eric W. Filkins (2019) — Atlantic Treasurer
- Former: Erin M. Perdue (2019) — Member-At-Large
- Former: Frederick D. Peters (2019) — N Suncoast Treasurer
- Former: George S. Fender (2019) — Central Fl Cpe Chapter Liason
- Former: Gretl S. Siler (2019) — Mriacle Strip Secretary
- Former: Gwynne M. Lewis (2019) — Mid-Florida Cpe Chapter Liason
- Former: Heather S. Anstaett (2019) — Palm Beach Chair
- Former: Hoa N. Burrows (2019) — S Dade Treasurer
- Former: Jaime G. Medlicott (2019) — Atlantic Chair-Elect
- Former: James D. Humphries (2019) — N Central Fl Secretary
- Former: Jason R. Loeffler (2019) — West Fl Cpe Chapter Liason
- Former: Jay T. Vitarelli (2019) — Broward County Treasurer
- Former: Jennifer R. Mostert (2019) — West Fl Chair
- Former: Jeremy C. Hill (2019) — Sailfish Chair-Elect
- Former: Jesse J. Kohler (2019) — Gulf Coast Chair
- Former: Jillian C. McSpadden (2019) — West Coast Cpe Chapter Liason
- Former: Jimmy R. Miller Payne (2019) — Miami-Dade Chair-Elect
- Former: John K. Kirk (2019) — Tallahassee Secretary
- Former: John M. Morris (2019) — Sandspur Secretary
- Former: John S. Gibboney (2019) — Mid-Florida Secretary
- Former: Joseph A. Epstein (2019) — Past Chair - Current
- Former: Justyna M. Mueller (2019) — Volusia Cpe Chapter Liason
- Former: Karen L. Bahn (2019) — Atlantic Cpe Chapter Liason
- Former: Kevin M. Madok (2019) — Florida Keys Chair
- Former: Kimberly A. Fox (2019) — Miracle Strip Chair
- Former: Kristina L. Tinkler (2019) — N Dade & S Broward Secretary
- Former: Lahteefah M. Parramore (2019) — Member-At-Large
- Former: Larry J. Herring (2019) — Central Florida Chair
- Former: Laura J. Violante (2019) — N Suncoast Cpe Chapter Liason
- Former: Lillian M. Conrad (2019) — Volusia Chair-Elect
- Former: Linda K. Johnson (2019) — Florida Keys Treasurer
- Former: Lisa A. Russo Solary (2019) — Polk County Chair
- Former: Lisa A. Yanes (2019) — Mid-Florida Chair-Elect
- Former: Logan J. Thompson (2019) — Jacksonville Treasurer
- Former: Louis L. Feldman (2019) — S Dade Secretary
- Former: Louisa C. Moscow (2019) — Sailfish Cpe Chapter Liason
- Former: Mahesh Mirpuri (2019) — S Dade Chair-Elect
- Former: Maida L. Calvert (2019) — Central Florida Secretary
- Former: Mari E. Huff (2019) — Sailfish Chair
- Former: Maria V. Larriva (2019) — Southwest Fl Treasurer
- Former: Marie M. Rosier (2019) — N Dade & S Broward Treasurer
- Former: Mark E. Brechbill (2019) — Sailfish Chair-Elect
- Former: Matthew S. Beeman (2019) — Polk County Treasurer
- Former: Matthew T. Muller (2019) — Southwest Fl Cpe Chapt Liason
- Former: Michael G. Barnett (2019) — N Dade & S Broward Chair
- Former: Michael G. Holland (2019) — Senior Director of Member Services
- Former: Michael W. Roode (2019) — Sailfish Secretary
- Former: Michele L. Gurto (2019) — Palm Beach Cpe Chapter Liason
- Former: Myra J. Blasquez (2019) — Sandspur Chair-Elect
- Former: Pamela K. Levenstone (2019) — West Coast Treasurer
- Former: Paola C. Blackburn (2019) — Tallahassee Treasurer
- Former: Patricia E. McQuade (2019) — Sandspur Chair
- Former: Patrick M. Kmieciak (2019) — Jacksonville Secretary
- Former: Paul M. Utter (2019) — Polk County Cpe Chapter Liason
- Former: Poornima Srinivasan (2019) — N Central Fl Chair-Elect
- Former: Racquel C. McIntosh (2019) — Atlantic Secretary
- Former: Rafael J. Schuck (2019) — Miami-Dade Secretary
- Former: Ramona D. Jackson (2019) — Region I Representative
- Former: Richard E. Blankenship (2019) — Jacksonville Chair-Elect
- Former: Rijab A. Omar (2019) — Palm Beach Chair-Elect
- Former: Robert A. Shaw (2019) — Sandspur Treasurer
- Former: Robert D. Matt (2019) — Miami-Dade Treasurer
- Former: Ruth G. Houser (2019) — Volusia Treasurer
- Former: Ruth J. Popp (2019) — N Central Fl Chair
- Former: Sandra Vallejo (2019) — Central Florida Treasurer
- Former: Sarah K. Funk (2019) — Director
- Former: Sheila A. Bartczak (2019) — Mid-Florida Chair
- Former: Skye B. Hensley (2019) — West Fl Treasurer
- Former: Stacy A. Carlson (2019) — Southwest Fl Secretary
- Former: Stacy L. Lerman (2019) — Broward County Secretary
- Former: Stephen C. Roeder (2019) — Tallahassee Chair-Elect
- Former: Steven P. Janssen (2019) — West Coast Chair
- Former: Summer K. Weinhardt (2019) — N Central Fl Treasurer
- Former: Susan M. Rimsa (2019) — Emerald Coast Treasurer
- Former: Thomas K. Ford (2019) — Suncoast Chair
- Former: Timmi A. Barker (2019) — N Suncoast Secretary
- Former: Washti S. Bajnath (2019) — N Dade & S Broward Chair-Elect
- Former: William D. Jones (2019) — Emerald Coast Chair
- Former: William E. Bane (2019) — Miracle Strip Cpe Chapt Liason
- Former: Zachary F. Myatt (2019) — Jacksonville Treasurer
- Former: Zhara Boroomandi (2019) — S Dade Chair
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $402K, to Shelly Weir (President/CEO). 9 officers or directors reported compensation on that filing.
Frequently asked questions about Florida Institute of Certified Public Accountants Inc
How much does Florida Institute of Certified Public Accountants Inc give each year?
Florida Institute of Certified Public Accountants Inc gave $289K across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $277K across 1 grant.
How large is Florida Institute of Certified Public Accountants Inc?
Florida Institute of Certified Public Accountants Inc reported $27.2M in total assets on its 2025 IRS Form 990. Its revenue that year was $9.2M.
Where does Florida Institute of Certified Public Accountants Inc operate?
Florida Institute of Certified Public Accountants Inc has awarded grants in Florida.
What is Florida Institute of Certified Public Accountants Inc's EIN?
Florida Institute of Certified Public Accountants Inc's EIN (Employer Identification Number) is 59-0578470. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Florida Institute of Certified Public Accountants Inc by hand.
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