MASSACHUSETTS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS INC
EIN 04-2055313 BOSTON, MA
- Revenue 2024
- $4,141,416
- Expenses 2024
- $3,979,663
As filed
- Subsection
- 06
- Classification
- 1000
- Street
- 105 CHAUNCY STREET
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Mission and programs · 2024
Mission
TO PROTECT, ENHANCE, AND PROMOTE THE VALUE OF BEING A CPA IN MASSACHUSETTS
Activities or mission (Part I)
TO PROTECT, ENHANCE, AND PROMOTE THE VALUE OF BEING A CPA IN MASSACHUSETTS.
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GENERAL MEMBERSHIP & MEMBER ENGAGEMENT: THE MASSACHUSETTS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS, INC. ("MASSCPAS") IS THE LEADING PROFESSIONAL ASSOCIATION FOR MORE THAN 11,500 CERTIFIED PUBLIC ACCOUNTANTS, ACCOUNTING AND FINANCE PROFESSIONALS ACROSS MASSACHUSETTS. THE SOCIETY PROVIDES MEMBERS WITH TIMELY RESOURCES, A PROFESSIONAL COMMUNITY AND OPPORTUNITIES FOR GROWTH THROUGH ITS WEBSITE, BI-MONTHLY MAGAZINE, E-NEWSLETTER AND A VARIETY OF NETWORKING, LEARNING AND ROUNDTABLE PROGRAMS. IN FY25, MASSCPAS SUPPORTED 18 COMMUNITIES WITH OVER 1,100 VOLUNTEERS, FACILITATED PEER-TO-PEER CONNECTIONS THROUGH MENTOR CIRCLES AND REGIONAL GROUPS AND HOSTED A MIX OF VIRTUAL AND IN-PERSON EVENTS TO KEEP MEMBERS INFORMED ON EMERGING ISSUES AND PROFESSIONAL STANDARDS.
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PUBLIC AWARENESS, IMAGE CAMPAIGN & PIPELINE DEVELOPMENT: MASSCPAS PROMOTES THE VALUE OF THE CPA CREDENTIAL AND INCREASES AWARENESS OF THE PROFESSION AMONG STUDENTS, EDUCATORS AND THE PUBLIC. THE SOCIETY'S PUBLIC AWARENESS INITIATIVES HIGHLIGHT THE EXPERTISE AND TRUST CPAS BRING TO BUSINESSES AND COMMUNITIES WHILE ADVANCING ACCOUNTING AS A CAREER OF CHOICE. CAMPAIGNS INCLUDE OUTREACH TO MEDIA, SPONSORSHIPS AND PARTNERSHIPS WITH BUSINESS ORGANIZATIONS. THE ACADEMIC & CAREER DEVELOPMENT (ACD) TEAM ENGAGES THOUSANDS OF STUDENTS ANNUALLY THROUGH CLASSROOM VISITS, INTERNSHIPS AND CAREER FAIRS ENSURING A STRONG PIPELINE OF FUTURE CPAS.
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ADVOCACY & GOVERNMENT AFFAIRS: MASSCPAS IS THE VOICE OF THE PROFESSION ON BEACON HILL. THE SOCIETY MONITORS LEGISLATION AND REGULATORY ISSUES AFFECTING CPAS AND THEIR CLIENTS, TESTIFIES BEFORE POLICYMAKERS AND MOBILIZES MEMBERS ON KEY ADVOCACY PRIORITIES. THROUGH DIRECT LOBBYING, GRASSROOTS ENGAGEMENT AND COALITION BUILDING, MASSCPAS ADVANCES POLICIES THAT STRENGTHEN THE ACCOUNTING PROFESSION AND PROTECT THE PUBLIC INTEREST. IN FY25, THE SOCIETY WORKED ON ISSUES INCLUDING CPA LICENSURE, TAXATION, WORKFORCE DEVELOPMENT AND PROFESSIONAL REGULATION.
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OTHER PROGRAMS COMPRISE THE LEGISLATION AND GOVERNMENT AFFAIRS PROGRAM.
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
LAURA L FELICE
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
DECLAN E LEE
CHAIR-ELECT
- Total calculated
- $0
- Hours/week
- 1
-
MARK A AUDI
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
CAROL L RUIZ
AUDIT CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
RONALD R TULL
FINANCE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
LAURA P O'BRIEN
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
CHARLOTTE L CATHRO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JULIE CHASSE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MARQUIS D COOPER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 0.5 related
-
MATTHEW J DYMENT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MOLLY GRIFFITHS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JOSHUA P LAPAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LEEANN MANNING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CHRISTOPHER R MARTIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KATHY L PARKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
AMY K PHELAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 0.5 related
-
LINDA M SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KATIE SOULE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ZACHARY DONAH
PRES/CEO/SEC/TREAS
- Total calculated
- $294,329
- From this org
- $260,671
- From related orgs
- $0
- Other
- $33,658
- Hours/week
- 38 + 2 related
Schedule J breakdown matched by us
- Base
- $239,388
- Bonus
- $19,297
- Other
- $1,986
- Deferred
- $21,246
- Nontaxable benefits
- $12,412
- Filer's total
- $294,329
-
KARA KIERAN
COO
- Total calculated
- $227,760
- From this org
- $181,389
- From related orgs
- $0
- Other
- $46,371
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $170,056
- Bonus
- $10,797
- Other
- $536
- Deferred
- $13,593
- Nontaxable benefits
- $32,778
- Filer's total
- $227,760
-
JULIA BOWKER-EKELUND
VICE PRESIDENT, LEARNING & DEVELOP.
- Total calculated
- $217,949
- From this org
- $173,756
- From related orgs
- $0
- Other
- $44,193
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $159,423
- Bonus
- $10,797
- Other
- $3,536
- Deferred
- $14,943
- Nontaxable benefits
- $29,250
- Filer's total
- $217,949
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ELIZABETH EMANUELSON
VICE PRESIDENT, COMMMUNICATIONS
- Total calculated
- $185,012
- From this org
- $164,346
- From related orgs
- $0
- Other
- $20,666
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $143,674
- Bonus
- $10,797
- Other
- $9,875
- Deferred
- $8,889
- Nontaxable benefits
- $11,777
- Filer's total
- $185,012
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MOLLY DONNELLY
PVP ADVOCACY
- Total calculated
- $180,476
- From this org
- $140,343
- From related orgs
- $0
- Other
- $40,133
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $126,307
- Bonus
- $10,797
- Other
- $3,239
- Deferred
- $11,467
- Nontaxable benefits
- $28,666
- Filer's total
- $180,476
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KRISTEN WELLS
SR. DIRECTOR OF BUSINESS DEVELOPMENT
- Total calculated
- $171,080
- From this org
- $128,430
- From related orgs
- $0
- Other
- $42,650
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $117,300
- Bonus
- $10,797
- Other
- $333
- Deferred
- $10,375
- Nontaxable benefits
- $32,275
- Filer's total
- $171,080
-
ALLIE ORLANDO
DIRECTOR OF ACADEMIC AND CAREER DEV.
- Total calculated
- $129,516
- From this org
- $107,483
- From related orgs
- $0
- Other
- $22,033
- Hours/week
- 40
The first 25 listed. 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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $4,141,416
- Expenses
- $3,979,663
- Contributions
- $0
- Grants paid
- $31,500
-
2023
- Revenue
- $4,317,476
- Expenses
- $4,264,319
- Contributions
- $0
- Grants paid
- $26,250
-
2022
- Revenue
- $4,107,303
- Expenses
- $4,322,509
- Contributions
- $0
- Grants paid
- $26,000
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $4,333,223
- Expenses
- $3,788,382
- Assets (EOY)
- $5,581,764
-
2020 · 990
- Revenue
- $3,940,997
- Expenses
- $3,771,683
- Assets (EOY)
- $5,249,565
-
2019 · 990
- Revenue
- $3,821,834
- Expenses
- $3,485,990
- Assets (EOY)
- $4,356,385
-
2018 · 990
- Revenue
- $3,637,435
- Expenses
- $3,572,064
- Assets (EOY)
- $4,353,175
-
2017 · 990
- Revenue
- $3,510,114
- Expenses
- $3,424,777
- Assets (EOY)
- $4,210,251
-
2016 · 990
- Revenue
- $3,489,065
- Expenses
- $3,504,650
- Assets (EOY)
- $3,617,936
-
2015 · 990
- Revenue
- $3,431,009
- Expenses
- $3,226,551
- Assets (EOY)
- $3,801,238
-
2014 · 990
- Revenue
- $3,413,185
- Expenses
- $2,955,376
- Assets (EOY)
- $4,231,006
-
2013 · 990
- Revenue
- $3,347,904
- Expenses
- $3,219,776
- Assets (EOY)
- $3,712,836
-
2012 · 990
- Revenue
- not reported
- Expenses
- $3,048,594
- Assets (EOY)
- $3,588,650
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
-
2024 SUPPORT THE CONTINUING PROFESSIONAL EDUCATION OF MEMBERS
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2022 SUPPORT THE CONTINUING PROFESSIONAL EDUCATION OF MEMBERS
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2023 SUPPORT THE CONTINUING PROFESSIONAL EDUCATION OF MEMBERS
Grants received
No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2024 return
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EDUCATIONAL FOUNDATION OF THE MSCPA
501(C)(3) · PROFESSIONAL EDUCATION AND SCHOLARSHIPS, GRANTS AND OTHER PROGRAMS · MA · controlled entity
Declared as related by
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EDUCATIONAL FOUNDATION OF THE MASSACHUSETTS SOCIETY OF CERTIFIED
On its 2024 return
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Not present in the most recent drop.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 26 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.