Form 990 for tax year 2023
Filed by THE GREATER WASHINGTON SOCIETY OF CPAS.
Totals
- Total revenue
- $350,346
- Total expenses
- $276,558
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $348,045
- Investment income
- $0
- Other revenue
- $2,301
- Total assets, end of year
- $742,796
- Total liabilities, end of year
- $147,094
- Net assets or fund balances, end of year
- $595,702
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: Membership dues
total $339,489 · related or exempt $339,489
-
2b · Program service revenue: Ed. progs./sponsor fee
total $6,420 · related or exempt $6,420
-
2c · Program service revenue: Shared revenue program
total $2,136 · related or exempt $2,136
-
11a · Other revenue: Website Job Posting
total $1,900 · unrelated business $1,900
-
11b · Other revenue: Other revenue
total $260 · excluded $260
-
11c · Other revenue: Commission revenue
total $141 · excluded $141
-
11e · Other revenue, total
$2,301
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $83,782
-
7 · Other salaries and wages
total $68,746
-
8 · Pension plan contributions
total $3,475
-
9 · Other employee benefits
total $12,357
-
10 · Payroll taxes
total $10,365
-
11c · Fees: accounting
total $24,193
-
11g · Fees: other
total $4,163
-
13 · Office expenses
total $8,163
-
14 · Information technology
total $19,459
-
16 · Occupancy
total $782
-
17 · Travel
total $11,671
-
19 · Conferences, conventions and meetings
total $19,687
-
22 · Depreciation, depletion and amortization
total $2,072
-
23 · Insurance
total $1,419
-
24a · Other expenses: Dues and subscriptions
total $6,224
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $425,277 · end of year $275,828
-
4 · Accounts receivable
beginning of year $3,825 · end of year $398
-
9 · Prepaid expenses and deferred charges
beginning of year $16,554 · end of year $24,564
-
10a · Land, buildings and equipment: cost or other basis
$27,709
-
10b · Land, buildings and equipment: accumulated depreciation
$13,644
-
10c · Land, buildings and equipment, net
beginning of year $23,066 · end of year $14,065
-
15 · Other assets
beginning of year $231,488 · end of year $427,941
-
17 · Accounts payable and accrued expenses
beginning of year $134,399 · end of year $106,756
-
19 · Deferred revenue
beginning of year $43,897 · end of year $40,338
-
27 · Net assets without donor restrictions
beginning of year $521,914 · end of year $595,702
Mission and programs · 2023
Mission
A strong accounting profession plays a critical role in a thriving economy and nation. We know there is strength in numbers: we achieve more together, propelling career success for finance and accounting professionals. The Greater Washington Society of CPAs executes this mission with integrity through community, collaboration, learning and professional opportunties.
Activities or mission (Part I)
To promote and support members and the CPA profession through education, advocacy and community.
-
Community: GWSCPA provides a supportive professional community for our membership and the wider accounting and finance profession. We offer live and online educational and networking events and specialty resources for niche groups within the profession.
-
Leadership: GWSCPA members lead the accounting and finance profession within and around our nation's Capital. We provide training and support to develop future leaders and to ensure the profession is prepared for the changing finance and accounting landscape.
-
Advocacy: The GWSCPA advocates for the profession and the protection of the public interest with our Board of Accountancy, as well as other local and national regulator bodies.
-
Partnership: The GWSCPA works in partnership with local, state and national accounting and finance groups, as well as regulators, to enhance and promote the profession and to educate the public on the profession. We promote the profession to students, businesses and the public.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Amisha Patel
Immediate Past-President
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Carolyn Mollen
President
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Chris Mannina
Vice-President
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Julia Lafferty
Treasurer
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Paul Preziotti
Secretary
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Sheila Bedford
Governor
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Bob Storz
Governor
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Trevor Williams
Governor
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Sarah Tucker
Governor
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Brittney Gordon
Governor
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Jonathon Miller
Governor
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Angela Juvelis
Governor
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Laurie DeArmond
Governor
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Carl Hairston
Governor
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Mike Sorrells
Governor Emeritus
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Derek Thomas
Governor
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Kathy O'Connor
Governor
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Jessica McClain
Governor
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Jen Matteo
Governor
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Amy Horner
Governor
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Michael Harris
Governor
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Venus Tuazon
Governor
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Alex Galeano
Governor Emeritus
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Kari Bedell
Executive Director
- Total calculated
- $283,630
- From this org
- $58,435
- From related orgs
- $184,165
- Other
- $41,030
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $51,358 + $151,642 related
- Bonus
- $7,077 + $32,523 related
- Other
- $0
- Deferred
- $2,922 + $9,208 related
- Nontaxable benefits
- $7,326 + $21,574 related
- Filer's total
- $68,683 + $214,947 related
-
Meghan Jenkins
Senior Director, Engagement
- Total calculated
- $159,619
- From this org
- $37,802
- From related orgs
- $88,073
- Other
- $33,744
- Hours/week
- 12 + 28 related
Schedule J breakdown matched by us
- Base
- $37,759 + $87,116 related
- Bonus
- $43 + $957 related
- Other
- $0
- Deferred
- $1,936 + $4,308 related
- Nontaxable benefits
- $8,519 + $18,981 related
- Filer's total
- $48,257 + $111,362 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
Greater Washington Society of CPAs Educational Foundation
501(c)(3) · To promote and educate CPAs · DC · controlled entity
Directly controlled by Greater Washington Society of CPAs
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 1 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202530919349300323
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.