Massachusetts Society of Cpa's Inc
To protect, enhance, and promote the value of being a cpa in Massachusetts
Massachusetts Society of Cpa's Inc at a glance
In short: Massachusetts Society of Cpa's Inc gave $25K across 1 grant in 2025 (avg $25K), mostly in Massachusetts. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $25,000
- +0.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $25,000
- +0.0% vs 2024
- Median grant
- $25,000
- Total assets
- $5,647,083
- -4.9% vs 2024
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Massachusetts Society of Cpa's Inc funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Educational Foundation of Mscpa's ($25K).
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 4 grants of 4 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Massachusetts Society of Cpa's Inc gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2025, annual grant giving ranged from $25K (2022) to $25K (2025). In 2025 it made 1 grant totaling $25K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Educational Foundation of Mscpa's Boston, MA | Support the Continuing Professional Education of Members | $25,000 |
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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 | $5,647,083 | $4,141,416 | $3,979,663 | $25,000 | 1 | $201,552 |
| 2024 | $5,940,309 | $4,317,476 | $4,264,319 | $25,000 | 1 | $158,428 |
| 2023 | $5,435,333 | $4,107,303 | $4,322,509 | $25,000 | 1 | $73,327 |
| 2022 | $5,581,764 | $4,333,223 | $3,788,382 | $25,000 | 1 | $75,340 |
| 2021 | $5,249,565 | $3,940,997 | $3,771,683 | — | — | $198,193 |
| 2020 | $4,356,385 | $3,821,834 | $3,485,990 | — | — | $123,776 |
| 2019 | $4,353,175 | $3,637,435 | $3,572,064 | — | — | $88,937 |
About Massachusetts Society of Cpa's Inc
Based on IRS filings
Massachusetts Society of Cpa's Inc is a public charity focused on Community and economic development, based in Boston, MA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $5.6M in total assets. In 2025, it awarded 1 grant totaling $25K. Net investment income was $202K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Massachusetts Society of Cpa's Inc is led by Amy A. Pitter, Former President, CEO, Secretary & Treasurer since 2025 (on filings since 2019); 8 of 26 officers listed in 2025 are compensated.
Officers on the 2025 filing
Amy A. Pitter
Former President, CEO, Secretary & Treasurer
President, CEO, Secretary & Treasurer → Former President, CEO, Secretary & Treasurer, 2025
On filings since 2019
$280K (2019) → $147K (2025)
Zachary Donah
President, CEO, Secretary & Treasurer
Senior Director of Advocac → Deputy CEO, 2023
Deputy CEO → President, CEO, Secretary & Treasurer, 2024
On filings since 2019
38 hrs/week
$104K (2019) → $261K (2025)
Laura L. Felice
Chair
Vice Chair - Finance → Chair Elect, 2024
Chair Elect → Chair, 2025
On filings since 2019
1 hr/week
No compensation reported
Ronald R. Tull
Finance Chair
Director → Finance Chair, 2025
On filings since 2019
1 hr/week
No compensation reported
Carol L. Ruiz
Audit Chair
Vice Chair → Vice Chair Audit, 2024
Vice Chair Audit → Audit Chair, 2025
On filings since 2020
1 hr/week
No compensation reported
Kristen Wells
Senior Director of Business Development
Business Developer Manager → Senior Director of Business Development & Events, 2023
Senior Director of Business Development & Events → Senior Director of Business Development, 2024
On filings since 2021
40 hrs/week
$105K (2021) → $128K (2025)
Allie Orlando
Director of Academic & Career Development
On filings since 2024
40 hrs/week
$103K (2024) → $107K (2025)
Amy K. Phelan
Director
On filings since 2023
1 hr/week
No compensation reported
Charlotte L. Cathro
Director
On filings since 2023
1 hr/week
No compensation reported
Marquis D. Cooper
Director
On filings since 2023
1 hr/week
No compensation reported
Matthew J. Dyment
Director
On filings since 2023
1 hr/week
No compensation reported
Joshua P. Lapan
Director
On filings since 2024
1 hr/week
No compensation reported
Katie Soule
Director
On filings since 2024
1 hr/week
No compensation reported
Linda M. Smith
Director
On filings since 2024
1 hr/week
No compensation reported
Molly Griffiths
Director
On filings since 2024
1 hr/week
No compensation reported
Christopher R. Martin
Director
New on the 2025 filing
1 hr/week
No compensation reported
Julie Chasse
Director
New on the 2025 filing
1 hr/week
No compensation reported
Kathy L. Parker
Director
New on the 2025 filing
1 hr/week
No compensation reported
Leeann Manning
Director
New on the 2025 filing
1 hr/week
No compensation reported
Elizabeth Emanuelson
Vice President & Commmunications
Senior Director of Communications → Vice President & Commmunications, 2023
On filings since 2019
40 hrs/week
$104K (2019) → $164K (2025)
Julia Bowker-Ekelund
Vice President, Learning & Development
Vice President & Learning → Vice President, Learning & Development, 2025
On filings since 2019
40 hrs/week
$130K (2019) → $174K (2025)
Kara Kieran
COO
Sen. Director of Member & COO → Sen. Director of Member & COO E, 2022
Sen. Director of Member & COO E → COO, 2023
On filings since 2019
40 hrs/week
$101K (2019) → $181K (2025)
Molly Donnelly
Pvp Advocacy
New on the 2025 filing
40 hrs/week
$140K (2025)
Laura P. O'Brien
Immediate Past Chair
Chair-Elect → Chair, 2024
Chair → Immediate Past Chair, 2025
On filings since 2019
1 hr/week
No compensation reported
Declan E. Lee
Chair-Elect
Director → Vice Chair - Finance, 2024
Vice Chair - Finance → Chair-Elect, 2025
On filings since 2021
1 hr/week
No compensation reported
Mark A. Audi
Vice Chair
Director → Vice Chair, 2025
On filings since 2022
1 hr/week
No compensation reported
Former officers (29)
- Former: Karen B. McElroy (2019–2024) — Immediate Past Chair
- Former: Sandra Richtermeyer (2021–2024) — Vice Chair
- Former: Adnani M. Johari (2022–2024) — Director
- Former: Arthur R. Marshall (2022–2024) — Director
- Former: Rosa Jardim (2022–2024) — Director
- Former: Lindsey Baker (2024) — Director of Communications
- Former: Robert S. Miller (2019–2023) — Immediate Past Chair
- Former: John D. Geraci (2021–2023) — Vice Chair Audit
- Former: Julie M. Quink (2021–2023) — Director
- Former: Lauren Davides (2021–2023) — Director
- Former: Lawrence Liuzzo (2022–2023) — Senior Director Government
- Former: Beth Lyons (2019–2022) — Former Executive Vice President
- Former: John D. Colucci (2019–2022) — Immediate Past Chair
- Former: Shay M. Blanchette (2019–2022) — Director
- Former: Brian Renstrom (2020–2022) — Director
- Former: James Wegmann (2020–2022) — Director
- Former: Elise R. Caputi (2019–2021) — Director
- Former: John M. Micalizzi (2019–2021) — Immediate Past Chair
- Former: Douglas P. Fiebelkorn (2019–2020) — Vice Chair Audit
- Former: James E. Powers (2019–2020) — Director
- Former: Kathryn N. Seekell (2019–2020) — Director
- Former: Mark W. Nichols (2019–2020) — Immediate Past Chair
- Former: Francisco F. Oliveira (2020) — Director
- Former: Francisco F. Oliveria (2019) — Director
- Former: George R. Neble (2019) — Immediate Past Chair
- Former: Jacob Kordun (2019) — CIO
- Former: Laurie J. Austin (2019) — Director
- Former: Richard Bixby (2019) — CFO
- Former: Richard K. O'Connor (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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $261K, to Zachary Donah (Pres/CEO/Sec/Treas). 8 officers or directors reported compensation on that filing.
Frequently asked questions about Massachusetts Society of Cpa's Inc
How much does Massachusetts Society of Cpa's Inc give each year?
Massachusetts Society of Cpa's Inc gave $25K across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $25K across 1 grant.
How large is Massachusetts Society of Cpa's Inc?
Massachusetts Society of Cpa's Inc reported $5.6M in total assets on its 2025 IRS Form 990. Its revenue that year was $4.1M.
What is Massachusetts Society of Cpa's Inc?
Massachusetts Society of Cpa's Inc is a public charity focused on Community and economic development, based in Boston, MA. It holds $5.6M in total assets as of 2025.
Where does Massachusetts Society of Cpa's Inc operate?
Massachusetts Society of Cpa's Inc has awarded grants in Massachusetts.
What is Massachusetts Society of Cpa's Inc's EIN?
Massachusetts Society of Cpa's Inc's EIN (Employer Identification Number) is 04-2055313. 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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