Nonprofit · EIN 04-6139571
EDUCATIONAL FOUNDATION OF THE MASSACHUSETTS SOCIETY OF CERTIFIED
Tax-exempt · BOSTON, MA 02111
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990 | $2,477,819 | $2,643,898 | -$166,079 | $1,251,817 | $238,421 | $1,013,396 |
| April 30, 2024 | 990 | $2,614,154 | $2,601,985 | $12,169 | $1,584,488 | $418,000 | $1,166,488 |
| April 30, 2023 | 990 | $2,334,844 | $2,091,467 | $243,377 | $1,503,211 | $351,842 | $1,151,369 |
Financial details: 990 for the year ended April 30, 2025
Revenue
- Contributions, gifts and grants
- $247,367
- Program service revenue
- $2,215,258
- Investment income
- $17,674
- Net income from fundraising events
- -$2,480
- Other revenue
- -$2,480
Expenses
- Grants and similar amounts paid
- $183,500
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Travel
- $14,516
- Program services (functional)
- $2,309,706
- Management and general (functional)
- $291,035
- Fundraising (functional)
- $43,157
Balance sheet and other
- Total assets, start of year
- $1,584,488
- Total assets, end of year
- $1,251,817
- Total liabilities, end of year
- $238,421
- Net assets, end of year
- $1,013,396
- Net assets without donor restrictions
- $960,503
- Net assets with donor restrictions
- $52,893
- Gross receipts
- $2,498,964
- Employees
- 0
- Volunteers
- 14
- Year formed
- 1965
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ZACHARY M DONAH | TREASURER/SECRETARY Trustee or director, Officer | 2 | $0 | $260,671 | $33,658 |
| AMY A PITTER | DIRECTOR Former | 0 | $0 | $146,676 | $0 |
| ROBERT S MILLER | CHAIRPERSON Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| JAMES CHRISTENSON | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| MARQUIS D COOPER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| SHANIKWA D DAVIS | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| SOPHIA R ELTON | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| GABRIEL FERNANDEZ | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| SANTIAGO A FERNANDEZ-SUAREZ | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| WILLIAM D MAHONEY | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| JOHN M MICALIZZI | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| AMY K PHELAN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| MARY-JOAN P POTVIN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| MELISSA J SAWYER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| KERRY A STAKEM | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended April 30, 2024: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| AMY A PITTER | TREASURER/SECRETARY THROUGH 12/23 Trustee or director, Officer | 2 | $0 | $399,773 | $57,339 |
| ZACHARY M DONAH | TREASURER/SECRETARY EFFECTIVE 1/24 Trustee or director, Officer | 2 | $0 | $200,552 | $26,353 |
| ROBERT S MILLER | CHAIRPERSON Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| JAMES CHRISTENSON | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| MARQUIS D COOPER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| SHANIKWA D DAVIS | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| SOPHIA R ELTON | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| GABRIEL FERNANDEZ | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| SANTIAGO A FERNANDEZ-SUAREZ | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| WILLIAM D MAHONEY | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| JOHN M MICALIZZI | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| AMY K PHELAN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| MARY-JOAN P POTVIN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| MELISSA J SAWYER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| KERRY A STAKEM | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended April 30, 2023: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| AMY A PITTER | PRES/CEO/SECRETARY Trustee or director, Officer | 2 | $0 | $342,040 | $55,297 |
| JOHN M MICALIZZI | CHAIRMAN Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| MARQUIS COOPER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| SHANIKWA D DAVIS | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| MINDY EICHLER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| SANTIAGO A FERNANDEZ-SUAREZ | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| YARICE HIDALGO | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| WILLIAM D MAHONEY | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| ROBERT S MILLER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| AMY K PHELAN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| MARY-JOAN POTVIN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| MELISSA SAWYER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| KERRY A STAKEM | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 105 CHAUNCY STREET 10TH FLR, BOSTON, MA 02111-1726
- Principal officer (990 for 2024)
- ZACHARY DONAH, 105 CHAUNCY STREET 10TH FLR, BOSTON, MA 021111726
- Signed the 990
- ZACHARY DONAH, CEO
- Phone
- (617) 556-4000
- Website
- MASSCPAS.ORG
- Return prepared by
- PKF JND PC
Mission
THE MISSION OF THE MSCPA'S EDUCATIONAL FOUNDATION IS TO INSPIRE AND SUPPORT THE NEXT GENERATION OF CPAS IN MASSACHUSETTS.
Program accomplishments
- THE CPE PROGRAM PROVIDES A BROAD RANGE OF HIGH-QUALITY, COST EFFECTIVE CONTINUING EDUCATION THAT ASSISTS CPAS IN MEETING STATE LICENSING REQUIREMENTS AND IMPROVING THEIR PROFESSIONAL SKILLS. THE PROGRAM ACCOMPLISHES THIS THROUGH OUR SEMINARS, CONFERENCES, IN-HOUSE CPE, SELF STUDY AND WEBINARS. THE CPE PROGRAM OFFERS OVER 175 SEMINARS, 10 CONFERENCES, 4 INFOSHARES AND OVER 5,000 WEBINARS DONE IN BOTH LIVE AND VIRTUAL FORMATS. IN ADDITION, THE SOCIETY OFFERS 20 FREE CPE PROGRAMS, SO THEIR MEMBERS CAN EARN UP TO 20 CPE CREDITS AT NO ADDITIONAL COST.Expenses $1,891,846 · revenue $2,203,418
- THE EDUCATIONAL FOUNDATION GRANTS PROGRAM AWARDED 48 SCHOLARSHIPS TOTALING $183,500 TO ASSIST STUDENTS IN THE PURSUIT OF AN ACCOUNTING DEGREE.Expenses $417,860 · grants $183,500 · revenue $11,840
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990 on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990 on file |
IRS record
- EIN
- 04-6139571
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1966
- Accounting year ends
- April
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,251,817
- Income (IRS master file)
- $2,498,964
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | April 2025 | $2,477,819 | $2,643,898 | $1,251,817 | XML |
| 990 | April 2024 | $2,614,154 | $2,601,985 | $1,584,488 | XML |
| 990 | April 2023 | $2,334,844 | $2,091,467 | $1,503,211 | XML |
| 990 | April 2022 | $2,006,323 | $1,587,416 | $1,277,822 | IRS |
| 990 | April 2021 | – | – | – | IRS |
| 990 | April 2020 | – | – | – | IRS |
| 990 | April 2019 | – | – | – | IRS |
| 990 | April 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6139571).
Questions about EDUCATIONAL FOUNDATION OF THE MASSACHUSETTS SOCIETY OF CERTIFIED
- What is the EIN of EDUCATIONAL FOUNDATION OF THE MASSACHUSETTS SOCIETY OF CERTIFIED?
- The employer identification number (EIN) of EDUCATIONAL FOUNDATION OF THE MASSACHUSETTS SOCIETY OF CERTIFIED is 04-6139571.
- Is EDUCATIONAL FOUNDATION OF THE MASSACHUSETTS SOCIETY OF CERTIFIED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
- Are donations to EDUCATIONAL FOUNDATION OF THE MASSACHUSETTS SOCIETY OF CERTIFIED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does EDUCATIONAL FOUNDATION OF THE MASSACHUSETTS SOCIETY OF CERTIFIED file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of EDUCATIONAL FOUNDATION OF THE MASSACHUSETTS SOCIETY OF CERTIFIED due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EDUCATIONAL FOUNDATION OF THE MASSACHUSETTS SOCIETY OF CERTIFIED last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended April 2025.
- Who is the principal officer of EDUCATIONAL FOUNDATION OF THE MASSACHUSETTS SOCIETY OF CERTIFIED?
- The 990 for the year ended April 30, 2025 names ZACHARY DONAH.
- Who are the officers and directors of EDUCATIONAL FOUNDATION OF THE MASSACHUSETTS SOCIETY OF CERTIFIED?
- The 990 for the year ended April 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does EDUCATIONAL FOUNDATION OF THE MASSACHUSETTS SOCIETY OF CERTIFIED have?
- On its 990 for the year ended April 30, 2025 it reported revenue of $2,477,819, expenses of $2,643,898 and total assets of $1,251,817 at year end.
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