Massachusetts Society of Cpa's Inc
TO PROTECT, ENHANCE, AND PROMOTE THE VALUE OF BEING A CPA IN MASSACHUSETTS
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.9M
+9.3% YoY
Annual Giving
$25K
+0.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$25K
+0.0% YoY
About Massachusetts Society of Cpa's Inc
Based on IRS filings
Massachusetts Society of Cpa's Inc is a nonprofit organization focused on Community and economic development, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.9M in total assets. In 2024, it awarded 1 grants totaling $25K. Net investment income was $158K.
Ready to take the next step with Massachusetts Society of Cpa's Inc?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,940,309 | $5,435,333 | $5,581,764 |
| Revenue | $4,317,476 | $4,107,303 | $4,333,223 |
| Expenses | $4,264,319 | $4,322,509 | $3,788,382 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $158,428 | $73,327 | $75,340 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
3 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Educational Foundation of Mscpa's ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| EDUCATIONAL FOUNDATION OF MSCPA'S BOSTON, MA | SUPPORT THE CONTINUING PROFESSIONAL EDUCATION OF MEMBERS | $25,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LAURA P O'BRIEN | CHAIR | 1 | — |
| LAURA L FELICE | CHAIR ELECT | 1 | — |
| SANDRA RICHTERMEYER | VICE CHAIR | 1 | — |
| CAROL L RUIZ | VICE-CHAIR AUDIT | 1 | — |
| DECLAN E LEE | VICE CHAIR - FINANCE | 1 | — |
| KAREN B MCELROY | IMMEDIATE PAST CHAIR | 1 | — |
| MARK A AUDI | DIRECTOR | 1 | — |
| CHARLOTTE L CATHRO | DIRECTOR | 1 | — |
| MARQUIS D COOPER | DIRECTOR | 1 | — |
| MATTHEW J DYMENT | DIRECTOR | 1 | — |
| MOLLY GRIFFITHS | DIRECTOR | 1 | — |
| ROSA JARDIM | DIRECTOR | 1 | — |
| ADNANI M JOHARI | DIRECTOR | 1 | — |
| JOSHUA P LAPAN | DIRECTOR | 1 | — |
| ARTHUR R MARSHALL | DIRECTOR | 1 | — |
| AMY K PHELAN | DIRECTOR | 1 | — |
| LINDA M SMITH | DIRECTOR | 1 | — |
| KATIE SOULE | DIRECTOR | 1 | — |
| AMY A PITTER | PRES/CEO/SEC/TREAS THROUGH 12/23 | 38 | $399,773 |
| ZACHARY DONAH | PRES/CEO/SEC/TREAS EFF. 1/24 | 38 | $200,552 |
| KARA KIERAN | COO | 40 | $172,211 |
| JULIA BOWKER-EKELUND | VICE PRESIDENT, LEARNING | 40 | $176,359 |
| ELIZABETH EMANUELSON | VICE PRESIDENT, COMMMUNICATIONS | 40 | $156,564 |
| KRISTEN WELLS | SR. DIRECTOR OF BUSINESS DEVELOPMENT | 40 | $121,025 |
| LINDSEY BAKER | DIRECTOR OF COMMUNICATIONS | 40 | $103,099 |
| ALLIE ORLANDO | DIRECTOR OF ACADEMIC AND CAREER DEVELOPMENT | 40 | $103,030 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Massachusetts Society of Cpa's Inc?
Massachusetts Society of Cpa's Inc is a nonprofit organization focused on Community and economic development, based in BOSTON, MA. It holds $5.9M in total assets as of 2024.
How large is Massachusetts Society of Cpa's Inc?
As of 2024, Massachusetts Society of Cpa's Inc holds $5.9M in total assets with $4.3M in annual revenue. It awarded 1 grants totaling $25K in 2024.
Where does Massachusetts Society of Cpa's Inc operate?
Massachusetts Society of Cpa's Inc has awarded grants in Massachusetts.
What size grants does Massachusetts Society of Cpa's Inc award?
In 2024, Massachusetts Society of Cpa's Inc awarded 1 grants totaling $25K — an average of about $25K per grant, based on its IRS Form 990 filings.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Massachusetts Society of Cpa's Inc's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Us Charitable Gift Trust
BOSTON, MA
Assets
$2.2B
Grants
6,518
Total Given
$231.4M
Fidelity Foundation
BOSTON, MA
Assets
$5.0B
Grants
4,430
Total Given
$156.2M
Boston Foundation Inc
BOSTON, MA
Assets
$1.9B
Grants
2,046
Total Given
$169.9M
Bny Mellon Charitable Gift Fund
BOSTON, MA
Assets
$2.0M
Grants
1,503
Total Given
$720.2M
Analog Devices Foundation
BOSTON, MA
Assets
$35.8M
Grants
1,158
Total Given
$2.0M
Combined Jewish Philanthropies of Greater Boston Inc
BOSTON, MA
Assets
$2.3B
Grants
1,105
Total Given
$322.3M
Barr Foundation
BOSTON, MA
Assets
$1.9B
Grants
903
Total Given
$123.2M
Liberty Mutual Foundation Inc
BOSTON, MA
Assets
$46.1M
Grants
706
Total Given
$50.6M
Cummings Foundation Grants Inc (fka Oneworld Boston Inc)
WOBURN, MA
Assets
$258.2M
Grants
658
Total Given
$38.2M
American Tower Corporation Foundation
BOSTON, MA
Assets
$15.4M
Grants
632
Total Given
$1.7M
The Stephen Phillips Memorial
BOSTON, MA
Assets
$41.6M
Grants
520
Total Given
$5.1M
Berkshire Bank Foundation Inc
PITTSFIELD, MA
Assets
$17.1M
Grants
478
Total Given
$2.0M
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Massachusetts Society of Cpa's Inc on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities