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, 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.
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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
No grants recorded for .
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 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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