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CPA FIRM MANAGEMENT ASSOCIATION INC

EIN 52-1330327 LEXINGTON, KY

Browse the largest nonprofits in Kentucky

Revenue 2025
$368,063
Expenses 2025
$354,159

Program services were 47.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
06
Classification
1000
Street
201 E MAIN ST STE 810

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).

Other organizations at this address

29 other organizations in the IRS Business Master File list the same street address. matched by us

This address is a suite or unit (STE 810). Organizations that share one are often clients of the same office-services firm, accountant or registered agent rather than related to each other.

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

Mission and programs · 2025

Mission

CPAFMA WILL BE A STRATEGIC ENABLER OF RELATIONSHIPS AND PROVIDER OF VALUABLE CONNECTIONS, RESOURCES AND EDUCATION TO SUPPORT HOLISTIC CPA FIRM PRACTICE MANAGEMENT IN AREAS SUCH AS STRATEGY/PARTNER ISSUES, HUMAN RESOURCES, TECHNOLOGY, FINANCE, MARKETING AND BUSINESS DEVELOPMENT, IN-FIRM COMMUNICATIONS, CLIENT SERVICE, OPERATIONS AND FACILITIES.

Activities or mission (Part I)

OUR MISSION IS TO BE A RECOGNIZED LEADER IN CPA FIRM PRACTICE MANAGEMENT DELIVERING VALUABLE EDUCATION & COLLABORATION OPPORTUNITIES FOR THOSE INTERESTED IN ELEVATING THEIR PRACTICE AND STRATEGICALLY GROWING THEIR FIRMS.

  • MEMBERSHIP: MEMBERS RECEIVE ACCESS TO (1) EDUCATIONAL PROGRAMS - INCLUDES SEVERAL LOCAL AND REGIONAL EVENTS, THE NATIONAL PRACTICE MANAGEMENT CONFERENCE, AND MAPCASTS FOCUSING ON SPECIFIC TOPICS OF INTEREST, (2) CONNECT, AN ONLINE COMMUNITY THAT PROVIDES MEMBERS WITH A PLACE TO INTERACT AND ENGAGE WHILE KEEPING RESOURCES ORGANIZED AND EASILY ACCESSIBLE TO MEMBERS, (3) RESOURCES AND BEST PRACTICES - MEMBERS STAY INFORMED WITH RESOURCES PROVIDING KEY DEVELOPMENTS, INFORMATION ON THE LATEST TRENDS AND TOP ISSUES, NEW RULES AND HOT TOPICS IN THE CPA PROFESSION AND THE EVER-CHANGING ACCOUNTING WORLD, AND (4) JOB MARKET - THE CPAFMA JOB MARKET IS UPDATED FREQUENTLY AND HOSTS POSITIONS AND RESUMES FROM ALL ACCOUNTING PROFESSION POSITIONS WITHIN CPA FIRMS OF ALL SIZES.

    Expenses $77,787 · Revenue $285,315

  • ANNUAL MEETING: CPAFMA HOSTS A NATIONAL PRACTICE MANAGEMENT CONFERENCE EACH YEAR (EVERY OTHER YEAR IN PARTNERSHIP WITH AICPA ENGAGE). THE TWO-AND-A-HALF-DAY CONFERENCE COVERS A WIDE RANGE OF MANAGEMENT, HUMAN RESOURCES, MARKETING, LEADERSHIP, AND TECHNOLOGY ISSUES.

    Expenses $54,247 · Revenue $67,423

  • OTHER PROGRAMS: CPAFMA'S PUBLIC ACCOUNTING FIRM MANAGER (PAFM) PROGRAM PROVIDES THE OPPORTUNITY TO DEMONSTRATE THAT FIRMS HAVE EXPERIENCE WITH THE KNOWLEDGE, LEADERSHIP, SKILLS, AND ABILITIES TO OPERATE AT A HIGH LEVEL OF EXPERTISE IN THE FIELD OF ACCOUNTING FIRM MANAGEMENT.

    Expenses $36,915 · Revenue $13,765

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2025

As listed in Part VII of the 2025 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Kristine Latchaw

    CHAIR

    Total calculated
    $0
    Hours/week
    0.75

  • Daniel Gregory

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • Kim Fitzgerald

    SECRETARY-TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • Jana Cinnamon

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • Kim Russo

    AT-LARGE BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • Sarah Snell

    AT-LARGE BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • Margot Sunter

    AT-LARGE BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • Tammy Goodwin

    AT-LARGE BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • Karen Debora

    AT-LARGE BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • Jon Tonkowich

    AT-LARGE BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • Bill Reeb

    BOARD ADVISOR

    Total calculated
    $0
    Hours/week
    0.25

  • Roman Kepczyk

    BOARD ADVISOR

    Total calculated
    $0
    Hours/week
    0.25

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. Earlier years are each on their own filing page.

Filings

  • 2025
    Revenue
    $368,063
    Expenses
    $354,159
    Contributions
    $0
    Grants paid
    $0
  • 2024
    Revenue
    $513,490
    Expenses
    $574,620
    Contributions
    $226,203
    Grants paid
    $0
  • 2023
    Revenue
    $294,583
    Expenses
    $340,841
    Contributions
    $207,225
    Grants paid
    $0
  • 2022
    Revenue
    $444,816
    Expenses
    $558,834
    Contributions
    $219,817
    Grants paid
    $0

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
    $302,889
    Expenses
    $238,557
    Assets (EOY)
    $609,707

  • 2020 · 990

    Revenue
    $312,458
    Expenses
    $320,505
    Assets (EOY)
    $452,916

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.

Form 990-N e-Postcard, tax year 2014

Tax period
1 January 2014 to 31 December 2014
Principal officer
Kim Fitzgerald
Mailing address
111 Rockville Pike Suite 475Rockville MD 20850

As filed, from the IRS e-Postcard file of 2 November 2026. The IRS publishes only each organization's most recent postcard, so earlier years are not shown. A 990-N carries no financial detail. The postcard also gives the principal officer's address, which is not shown here.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

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.

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 1 November 2026, for every organization at once. Returns through tax year 2025, the newest we have parsed for this organization.