The New York State Society of Certified Public Accountants
The New York State Society of Certified Public Accountants (NYCPA) is one of the largest state accounting organizations in the nation with approximately 19,000 members. It was incorporated in 1897 for the following purposes: to cultivate, promote, and disseminate knowledge and information concerning certified public accountants, to establish and maintain high standards of integrity, honor, and character among certified public accountants, to furnish information regarding accountancy and the practice and methods thereof to its members and the general public to protect the interest of its members and the general public with respect to the practice of accountancy. The society fulfills its mission through its 14 chapters, approximately 60 technical and administrative committees, and a 37-voting-member board of directors. The administrative operations are under the direction of the ceo, assisted by professional staff.
The New York State Society of Certified Public Accountants at a glance
In short: The New York State Society of Certified Public Accountants gave $1.3M across 1 grant in 2025 (avg $1.3M), mostly in New York. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $1,341,559
- +5.4% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $1,341,559
- +5.4% vs 2024
- Median grant
- $1,341,559
- Total assets
- $23,493,671
- +50.2% vs 2024
- Primary geography
- New York (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who The New York State Society of Certified Public Accountants funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Foundation for Accounting Education Inc ($1.3M).
Grant Size Distribution
8 grants across all recorded years
The most common grant size was in the $250–500K range: 3 grants of 8 (38%).
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 The New York State Society of Certified Public Accountants gives
- Giving grew 55% from 2022 to 2025. 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 2020 to 2025, annual grant giving ranged from $868K (2022) to $2.0M (2020). In 2025 it made 1 grant totaling $1.3M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Foundation for Accounting Education Inc New York, NY | An unrestricted grant to further the donee's exempt purpose. | $1,341,559 |
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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 | $23,493,671 | $9,338,356 | $10,031,612 | $1,341,559 | 1 | $881,847 |
| 2024 | $15,645,749 | $8,761,746 | $9,333,395 | $1,272,965 | 1 | $421,920 |
| 2023 | $15,783,714 | $8,871,116 | $9,486,569 | $1,622,172 | 2 | $133,576 |
| 2022 | $15,747,345 | $10,100,943 | $8,184,951 | $868,081 | 2 | $256,906 |
| 2021 | $14,712,929 | $9,369,216 | $8,071,117 | $1,162,916 | 2 | $297,693 |
| 2020 | $12,667,996 | $10,101,297 | $10,167,726 | $1,974,950 | 2 | $185,306 |
About The New York State Society of Certified Public Accountants
Based on IRS filings
The New York State Society of Certified Public Accountants is a public charity focused on Community and economic development, based in New York, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $23.5M in total assets. In 2025, it awarded 1 grant totaling $1.3M. Net investment income was $882K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
The New York State Society of Certified Public Accountants is led by Calvin Harris CPA, Chief Executive Officer on every filing since 2023; 8 of 45 officers listed in 2025 are compensated.
Officers on the 2025 filing
Calvin Harris CPA
Chief Executive Officer
On filings since 2023
28.5 hrs/week
$157K (2023) → $351K (2025)
Emily Frizzell
Chief Marketing & Communications Director
On filings since 2020
24.4 hrs/week
$78K (2020) → $115K (2025)
Antoine Julian Fletcher
Director-Human Resources
On filings since 2021
28.1 hrs/week
$97K (2021) → $136K (2025)
Anthony Chan CPA
Director-At-Large
Director at Large → Vice President, 2024
Vice President → Director-At-Large, 2025
On filings since 2020
1 hr/week
No compensation reported
David G. Young CPA
Director-At-Large
Director at Large → Vice President, 2022
Vice President → Director-At-Large, 2025
On filings since 2020
1.5 hrs/week
No compensation reported
Mark Farber CPA
Director-At-Large
Director at Large → Director-At-Large, 2023
On filings since 2020
1 hr/week
No compensation reported
Mark M. Ulrich CPA
Director
Director at Large → Director, 2023
On filings since 2020
2 hrs/week
No compensation reported
Steven M. Morse CPA
Director-At-Large
Director at Large → Vice President, 2023
Vice President → Director-At-Large, 2024
On filings since 2020
1 hr/week
No compensation reported
Orume A. Hays CPA
Director-At-Large
Director at Large → Vice President, 2023
Vice President → Director-At-Large, 2024
On filings since 2021
1 hr/week
No compensation reported
Philip J. London CPA
Director-At-Large
Director-At-Large → Vice President, 2024
Vice President → Director-At-Large, 2025
On filings since 2021
1 hr/week
No compensation reported
William C. Huether CPA
Director-At-Large
Director → Vice President, 2023
Vice President → Director-At-Large, 2024
On filings since 2021
1 hr/week
No compensation reported
Ronald F. Ries CPA
Director
On filings since 2022
1 hr/week
No compensation reported
Lenore Sanchez CPA
Director
Rockland Chapter Representative → Director, 2024
On filings since 2023
5 hrs/week
No compensation reported
Michael R. Durant CPA
Director-At-Large
On filings since 2023
1 hr/week
No compensation reported
Natalie Verbanac CPA
Director
On filings since 2023
1 hr/week
No compensation reported
Philip Marciano CPA
Director
On filings since 2023
1 hr/week
No compensation reported
Stephanie Gigliotti CPA
Director
On filings since 2023
1 hr/week
No compensation reported
Timothy J. Doyle CPA
Director
On filings since 2023
1 hr/week
No compensation reported
William F. Schwenk CPA
Director-At-Large
On filings since 2023
1 hr/week
No compensation reported
Frank J. Decandido CPA
Director
On filings since 2024
1 hr/week
No compensation reported
Kelly Mandell-Klumpp CPA
Director
On filings since 2024
1 hr/week
No compensation reported
Kurt J. Button CPA
Director
On filings since 2024
1 hr/week
No compensation reported
Nicholas P. Eells CPA
Director
On filings since 2024
1 hr/week
No compensation reported
Robert J. Huether CPA
Director-At-Large
On filings since 2024
1 hr/week
No compensation reported
Andrea M. Pagano CPA
Director
New on the 2025 filing
1 hr/week
No compensation reported
Andrew M. Mintzer CPA
Director-At-Large
New on the 2025 filing
1 hr/week
No compensation reported
Elysa K. Dauerman CPA
Director
New on the 2025 filing
1 hr/week
No compensation reported
Jamie L. Atkinson CPA
Director
New on the 2025 filing
1 hr/week
No compensation reported
Mathieu Aimlon CPA
Director-At-Large
New on the 2025 filing
1 hr/week
No compensation reported
Minhui Koren Chen CPA
Director-At-Large
New on the 2025 filing
1 hr/week
No compensation reported
Nadia Matthie CPA
Director-At-Large
New on the 2025 filing
1 hr/week
No compensation reported
Patrick Payano CPA
Chief Financial Officer
On filings since 2020
22.5 hrs/week
$89K (2020) → $174K (2025)
Timothy Twofoot Boulette Esq.
General Counsel
On filings since 2022
22.5 hrs/week
$71K (2022) → $148K (2025)
Xiomara Fox
Manager-Member Services
On filings since 2022
33.8 hrs/week
$104K (2022) → $126K (2025)
Amy Williams
Chief Operating Officer
On filings since 2024
32.3 hrs/week
$84K (2024) → $214K (2025)
Onyi Atanmo
Marketing & Communications Manager
New on the 2025 filing
3.8 hrs/week
$12K (2025)
Kevin Matz CPA Esq.
President - Elect
Vice President → Director-At-Large, 2023
Director-At-Large → President - Elect, 2025
On filings since 2020
10 hrs/week
No compensation reported
Liren Wei CPA
Immediate Past President
President-Elect → President, 2024
President → Immediate Past President, 2025
On filings since 2020
1 hr/week
No compensation reported
William H. Dresnack CPA
Secretary & Treasurer
Director at Large → Director-At-Large, 2023
Director-At-Large → Secretary & Treasurer, 2025
On filings since 2020
5 hrs/week
No compensation reported
A'isha Torrence CPA
Vice President
Director → Vice President, 2025
On filings since 2022
1 hr/week
No compensation reported
Katelyn Kogan CPA
Vice President
Director at Large → Director-At-Large, 2023
Director-At-Large → Vice President, 2025
On filings since 2022
1 hr/week
No compensation reported
Shmueli Milecki CPA
Vice President
Director at Large → Director-At-Large, 2023
Director-At-Large → Vice President, 2025
On filings since 2022
1 hr/week
No compensation reported
John M. Spatola CPA
Vice President
Director-At-Large → Vice President, 2025
On filings since 2023
1 hr/week
No compensation reported
William D. Ryan CPA
Vice President
Director → Vice President, 2025
On filings since 2023
1 hr/week
No compensation reported
Kevin O'Leary CPA
President - Elect
President-Elect → President - Elect, 2025
On filings since 2024
2 hrs/week
No compensation reported
Former officers (53)
- Former: Lynne M. Fuentes (2020–2024) — Immediate Past President
- Former: Revira Brennan (2020–2024) — Outgoing Chief Operating Officer
- Former: Richard Kravitz (2020–2024) — Editor-In-Chief & CPA Journal
- Former: Timothy J. Hammond (2020–2024) — Secretary & Treasurer
- Former: Craig A. Zellar (2021–2024) — Director
- Former: Edward N. Lee (2021–2024) — Vice President
- Former: John A. Mourer (2021–2024) — Vice President
- Former: Jennifer Stone (2022–2024) — Director
- Former: Lisa A. Mrkall (2022–2024) — Vice President
- Former: Michael R. Koeppel (2022–2024) — Director-At-Large
- Former: Zachary Gordon (2022–2024) — Director-At-Large
- Former: Michael Aimlon (2024) — Director-At-Large
- Former: Denise M. Stefano (2020–2023) — Director-At-Large
- Former: Ernest Markezin (2020–2023) — Director of Quality Enhancement
- Former: Joanne S. Barry (2020–2023) — Outgoing Chief Executive Officer
- Former: Alexander Resnick (2021–2023) — Vice President
- Former: John B. Huttlinger Jr. (2021–2023) — Director
- Former: Sharon Sica-Costanzo (2021–2023) — Director
- Former: Ramona Cedeno (2022–2023) — Director-At-Large
- Former: Barbara A. Marino (2023) — Vice President
- Former: Rumbi Bwerinofa-Petrozzello (2023) — Immediate Past President
- Former: Charles J. Weintraub (2020–2022) — Director at Large
- Former: Edward Arcara (2020–2022) — Immediate Past President
- Former: Elliot L. Hendler (2020–2022) — Director at Large
- Former: Jennifer Pickett (2020–2022) — Director
- Former: Kelly Capron (2020–2022) — Vice President
- Former: Kimberly Johnson (2020–2022) — Vice President
- Former: Maria E. Suppa (2020–2022) — Director
- Former: Maria L. Petrollese (2020–2022) — Director
- Former: Michael E. Milisits (2020–2022) — Director
- Former: Patricia McGrath (2020–2022) — Vice President
- Former: Rumbidzai Bwerinofa Petrozzello (2020–2022) — President
- Former: Thomas Pirro (2020–2022) — Secretary & Treasurer
- Former: Margaret Chen (2022) — Director at Large
- Former: Steven Baierlein (2022) — Director at Large
- Former: Carnet Brown (2020–2021) — Director As Chapter Representative
- Former: Catherine Censullo (2020–2021) — Director As Chapter Representative
- Former: Darcy Aldous (2020–2021) — Director As Chapter Representative
- Former: Darryl Adam Jackson (2020–2021) — Director-Member Acquisitio
- Former: Gerard Loverde (2020–2021) — Director at Large
- Former: Ita Rahilly (2020–2021) — Immediate Past President
- Former: Jennifer Kartychak (2020–2021) — Director at Large
- Former: Mitchell J. Mertz (2020–2021) — Director at Large
- Former: Christopher G. Cahill (2021) — Director-At-Large
- Former: Robert M. Rollman (2021) — Vice President
- Former: Barbara Bel (2020) — Vice President
- Former: Candice Meth (2020) — Director at Large
- Former: Dennis Annarumma (2020) — Director As Chapter Representative
- Former: Douglas Hoffman (2020) — Director As Chapter Representative
- Former: Jan Herringer (2020) — Immediate Past President
- Former: Janeen Schrann (2020) — Vice President
- Former: Joseph Maffia (2020) — Vice President
- Former: Renee Rampulla (2020) — Vice President
Data from IRS Form 990 filings, 2020–2025. "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 $351K, to Calvin Harris CPA (Chief Executive Officer). 8 officers or directors reported compensation on that filing.
Frequently asked questions about The New York State Society of Certified Public Accountants
How much does The New York State Society of Certified Public Accountants give each year?
The New York State Society of Certified Public Accountants gave $1.3M across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $1.3M across 1 grant.
How large is The New York State Society of Certified Public Accountants?
The New York State Society of Certified Public Accountants reported $23.5M in total assets on its 2025 IRS Form 990. Its revenue that year was $9.3M.
What is The New York State Society of Certified Public Accountants?
The New York State Society of Certified Public Accountants is a public charity focused on Community and economic development, based in New York, NY. It holds $23.5M in total assets as of 2025.
Where does The New York State Society of Certified Public Accountants operate?
The New York State Society of Certified Public Accountants has awarded grants in New York.
What is The New York State Society of Certified Public Accountants's EIN?
The New York State Society of Certified Public Accountants's EIN (Employer Identification Number) is 13-1101547. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS April 8, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS March 30, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS April 12, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS April 3, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS April 9, 2025)
- Updated Form 990 for fiscal year 2025 (received by the IRS April 7, 2026)
- IRS filings on file for fiscal years 2020–2025
Explore Open Grants
Browse active grant opportunities in The New York State Society of Certified Public Accountants's focus areas in our free grants database
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