NEW YORK STATE SOCIETY OF CPAS

Financials

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 May 31, 2025, highest compensation first.

Address and contacts

Address (IRS master file)

200 MADISON AVE 11TH FL, NEW YORK, NY 10016-4049

Principal officer (990 for 2024)

CALVIN HARRIS JR, 200 MADISON AVENUE 11TH FLOOR, NEW YORK, NY 10016

Signed the 990

CALVIN HARRIS JR, CHIEF EXECUTIVE OFFICER

Phone

(212) 719-8300

Website

WWW.NYSSCPA.ORG

Return prepared by

COHNREZNICK ADVISORY LLC

Mission

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.

Program accomplishments

• MEMBERSHIPTHE MEMBERSHIP DEPARTMENT HOSTED A VARIETY OF PROGRAMS AND EVENTS THROUGHOUT THE YEAR DESIGNED TO STRENGTHEN MEMBER ENGAGEMENT, SUPPORT PROFESSIONAL DEVELOPMENT, AND FOSTER LEADERSHIP WITHIN THE PROFESSION.THE LEADERSHIP CONFERENCE AT SCHROON LAKE BROUGHT TOGETHER SOCIETY LEADERSHIP AND MEMBERS SERVING IN VOLUNTEER LEADERSHIP ROLES TO PARTICIPATE IN PROGRAMMING FOCUSED ON LEADERSHIP DEVELOPMENT, VOLUNTEER ENGAGEMENT, STRATEGIC COLLABORATION, AND PEER NETWORKING. TO MARK THE OPENING OF NYCPA'S NEW HEADQUARTERS, THE SOCIETY HOSTED AN OPEN HOUSE EVENT THAT WELCOMED ALL MEMBERS, PAST NYCPA PRESIDENTS, STAFF, AND GOVERNMENT OFFICIALS WHO HAVE COLLABORATED WITH THE ORGANIZATION ON KEY INITIATIVES. THE EVENT PROVIDED AN OPPORTUNITY TO CELEBRATE THE SOCIETY'S CONTINUED GROWTH WHILE RECONNECTING WITH LONG-STANDING PARTNERS AND SUPPORTERS. THE SOCIETY ALSO HOSTED MEMBER APPRECIATION WEEK, RECOGNIZING MEMBERS FOLLOWING THE BUSY SEASON WITH A SERIES OF PROFESSIONAL AND SOCIAL ENGAGEMENT OPPORTUNITIES. PROGRAMMING INCLUDED AN IN-PERSON PELOTON CLASS, AN EARLY SCREENING OF THE ACCOUNTANT 2, NETWORKING HAPPY HOURS IN MANHATTAN AND SYRACUSE, AND ADDITIONAL PROFESSIONAL DEVELOPMENT OPPORTUNITIES OFFERED THROUGHOUT THE WEEK. NYCPA ALSO HOSTED A COMMUNITY NETWORKING NIGHT DESIGNED TO INTRODUCE MEMBERS AND NON-MEMBERS TO THE SOCIETY'S VARIOUS PROFESSIONAL COMMUNITIES AND COMMITTEE LEADERSHIP. TO SUPPORT THE PROFESSION'S TALENT PIPELINE AND EXPAND AWARENESS OF THE SOCIETY, NYCPA STAFF AND MEMBERS PARTICIPATED IN MORE THAN 20 COLLEGE FAIRS, CAREER FAIRS, CAMPUS VISITS, AND CONFERENCES THROUGHOUT THE YEAR. ADDITIONALLY, THE SOCIETY PARTNERED WITH TOASTMASTERS TO PROVIDE MEMBERS WITH STRUCTURED PROGRAMMING FOCUSED ON STRENGTHENING PUBLIC SPEAKING, LEADERSHIP, AND COMMUNICATION SKILLS.NYCPA COMMITTEES PROVIDE A FORUM FOR HIGH-LEVEL TECHNICAL DISCUSSION AND PROFESSIONAL RESOURCES, SKILL DEVELOPMENT AND NETWORKING OPPORTUNITIES FOR THE MEMBERSHIP AS WELL AS FOR EXTERNAL AUDIENCES. THESE APPROXIMATELY 60 COMMITTEES MET, COLLECTIVELY, MORE THAN 400 TIMES IN THE 2024-2025 FISCAL YEAR AND PRODUCED 16 FULL-DAY CONFERENCES AS PART OF THEIR ANNUAL ACTIVITIES. THROUGH THE WORK OF ITS COMMITTEES, NYCPA PRODUCED 19 COMMENT LETTERS DURING THE 2024-2025 FISCAL YEAR THAT WERE SENT TO REGULATORS SUCH AS THE FEDERAL RESERVE, THE INTERNATIONAL FINANCIAL REPORTING STANDARDS (IFRS) FOUNDATION, THE PUBLIC COMPANY ACCOUNTING OVERSIGHT BOARD (PCAOB), THE AMERICAN INSTITUTE OF CPAS (AICPA), NATIONAL ASSOCIATION OF STATE BOARDS OF ACCOUNTANCY (NASBA), THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB), INTERNATIONAL PUBLIC SECTOR ACCOUNTING STANDARDS BOARD (IPSASB), AND THE INTERNAL REVENUE SERVICE (IRS).
• NYCPA CHAPTERSNYCPA STRENGTHENED MEMBER ENGAGEMENT AND CHAPTER LEADERSHIP ACROSS THE STATE THROUGH A SERIES OF COORDINATED INITIATIVES DESIGNED TO SUPPORT RECRUITMENT, RETENTION, AND PROFESSIONAL DEVELOPMENT. THE SOCIETY HOSTED ANNUAL CHAPTER LEADERSHIP MEETINGS, WHERE THE CEO AND SOCIETY STAFF MET WITH CHAPTER OFFICERS TO SHARE ORGANIZATIONAL UPDATES, DISCUSS STRATEGIC PRIORITIES, AND GATHER FEEDBACK FROM MEMBERS ACROSS NEW YORK STATE.AS PART OF THIS EFFORT, NYCPA ALSO HOSTED A SPECIAL TWO-DAY LEADERSHIP MEETING FOCUSED ON DEVELOPING THE NEXT GENERATION OF SOCIETY LEADERS, BRINGING TOGETHER EMERGING PROFESSIONALS AND CHAPTER LEADERS TO PREPARE THEM FOR FUTURE LEADERSHIP ROLES WITHIN NYCPA.TO ENSURE ONGOING COLLABORATION AND SUPPORT, MONTHLY MEETINGS ARE HELD WITH CHAPTER LEADERSHIP TO DISCUSS CHAPTER OPERATIONS, MEMBERSHIP RECRUITMENT, ENGAGEMENT STRATEGIES, AND RETENTION EFFORTS. THESE MEETINGS PROVIDE CHAPTER LEADERS WITH RESOURCES, GUIDANCE, AND A FORUM TO SHARE BEST PRACTICES.NYCPA ALSO HOSTED MEMBER APPRECIATION WEEK, WHICH PROVIDED CHAPTERS WITH OPPORTUNITIES TO ENGAGE MEMBERS LOCALLY THROUGH NETWORKING EVENTS, EDUCATIONAL PROGRAMMING, AND PROFESSIONAL DEVELOPMENT ACTIVITIES AIMED AT STRENGTHENING MEMBER CONNECTION TO THE SOCIETY.IN ADDITION, NYCPA WORKED DIRECTLY WITH CHAPTERS TO OFFER SPECIAL DISCOUNTS TO ENGAGED NEXTGEN MEMBERS INTERESTED IN ATTENDING THE NYCPA NEXTGEN LEADERS INSTITUTE, HELPING TO ENCOURAGE PARTICIPATION FROM EMERGING PROFESSIONALS AND STRENGTHEN THE PIPELINE OF FUTURE LEADERS WITHIN THE ORGANIZATION.ADDITIONALLY, NYCPA FACILITATED TOWN HALLS, PROFESSIONAL ISSUES UPDATES (PIUS), AND CPA ETHICS UPDATE PROGRAMS TO KEEP MEMBERS INFORMED ABOUT INDUSTRY DEVELOPMENTS, REGULATORY CHANGES, AND EMERGING ISSUES AFFECTING THE ACCOUNTING PROFESSION. THESE INITIATIVES HELP ENSURE MEMBERS REMAIN INFORMED, CONNECTED, AND SUPPORTED THROUGHOUT THEIR CAREERS.
• THE CPA JOURNALTHE CPA JOURNAL, THE VOICE OF THE PROFESSION, IS NYCPA'S FLAGSHIP PUBLICATION. IT IS PUBLISHED BIMONTHLY, AND TECHNICAL ARTICLES GO THROUGH A DOUBLE-BLIND PEER REVIEW PROCESS. THE CPA JOURNAL PROVIDES INSIGHT AND ANALYSIS ON A WIDE ARRAY OF TOPICS RELEVANT TO CPAS AND OTHER ACCOUNTING AND FINANCE PROFESSIONALS. THIS YEAR MARKED THE 95TH YEAR OF CONTINUOUS PUBLICATION. OVER THE PAST YEAR, THE JOURNAL HAS COVERED HOW THE GOVERNMENT TRANSITION HAS IMPACTED FEDERAL REGULATION AND ENFORCEMENT, AS WELL AS HOW CHANGING STATE LICENSURE REQUIREMENTS AND EVOLVING EDUCATIONAL MODELS HAVE AFFECTED THE PIPELINE TO THE PROFESSION. OUR ANNUAL EDUCATION ISSUE AGAIN FEATURED AUTHORS DEBATING WHETHER THE 150-HOUR REQUIREMENT HAS BECOME A BARRIER TO ENTRY, HOW THE PIPELINE TO THE PROFESSION COULD BE EXPANDED, AND WHETHER ACHIEVING THE STEM DESIGNATION COULD BOOST INTEREST IN ACCOUNTING. WHILE THE DISCUSSION CONTINUED IN THE PAGES OF THE JOURNAL, REAL CHANGE HAPPENED IN STATE LEGISLATURES ACROSS THE COUNTRY INCLUDING NEW YORK, WHICH ULTIMATELY ENACTED ALTERNATIVE PATHWAY LEGISLATION IN NOVEMBER 2025 (IN NO SMALL PART DUE TO THE NYCPA'S ADVOCACY EFFORTS). EMERGING TECHNOLOGIES CONTINUE TO SHAPE THE BUSINESS ENVIRONMENT AND PRACTICE OF ACCOUNTING: SEC DISCLOSURE REQUIREMENTS AND PROFESSIONAL GUIDANCE REGARDING THE ACCOUNTING FOR AND AUDITING OF CYBER ASSETS (SUCH AS CRYPTOCURRENCIES AND NONFUNGIBLE TOKENS) WERE THE SUBJECT OF SEVERAL ARTICLES IN THE PAST YEAR. THE USE OF ARTIFICIAL INTELLIGENCE (AI) IN DATA ANALYTICS, FINANCIAL REPORTING, AND ANALYSIS NOT TO MENTION CUSTOMER SERVICE, MARKETING, AND TRAINING WERE TACKLED BY SEVERAL JOURNAL AUTHORS. CPA FIRMS ARE PERENNIALLY LOOKING FOR NEW WAYS TO ATTRACT AND RETAIN TALENT, AND THE JOURNAL SPOTLIGHTED ALTERNATIVE APPROACHES TO THESE CHALLENGES, SUCH AS RECRUITING FROM TRADITIONALLY UNDERREPRESENTED GROUPS AND RECRUITING INTERNATIONAL CANDIDATES. A FEW AUTHORS ALSO PUT FORTH THE IDEA OF IMPLEMENTING VALUE PRICING OR PAYING OVERTIME TO STAFF AS MEANS OF PROMOTING SERVICES TO CLIENTS AND REDUCING STAFF TURNOVER. OTHER FEATURED ARTICLES THROUGHOUT THE YEAR COVERED CURRENT TOPICS IN MANAGEMENT ACCOUNTING, NOT-FOR-PROFIT MANAGEMENT, INTERNAL CONTROLS, AND ESG ENGAGEMENTS. IN THE MAY/JUNE 2025 ISSUE, THE JOURNAL INTRODUCED A NEW COLUMN, CORPORATE GOVERNANCE CORNER, AUTHORED BY A GROUP OF EXPERTS IN THE FIELD. IT ALSO CONTINUED TO INCLUDE REGULAR COLUMNS COVERING TAX PRACTICE, RETIREMENT PLANNING, SUSTAINABILITY, CYBERSECURITY, AND OTHER TOPICS, AS WELL AS OCCASIONAL OPINION ARTICLES AND PERSONAL VIEWPOINTS. IN ADDITION TO THE PRINT EDITION DELIVERED TO MEMBERS AND SUBSCRIBERS, THE CPA JOURNAL IS AVAILABLE ONLINE AT CPAJOURNAL.COM. WITH NEW ARTICLES POSTED EVERY WEEKDAY, THE WEBSITE DREW MORE THAN 1.1 MILLION VISITORS OVER THE COURSE OF THE FISCAL YEAR AND NEARLY 100,000 VIEWS PER MONTH, MAKING IT A LEADING DESTINATION FOR ACCOUNTING PROFESSIONALS, FINANCIAL LEADERS, ACADEMIC RESEARCHERS, AND STUDENTS AROUND THE GLOBE.

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 May, so each return is due on the 15th day of the 5th month after that.

IRS record

EIN

13-1101547

Tax-exempt status

501(c)(6): Business league or chamber of commerce

Donations deductible

No

Exempt since

1935

Accounting year ends

May

Files

Form 990 or 990-EZ

Assets (IRS master file)

$23,493,671

Income (IRS master file)

$13,086,861

Filing history

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 13-1101547).

Questions about NEW YORK STATE SOCIETY OF CPAS

What is the EIN of NEW YORK STATE SOCIETY OF CPAS?

The employer identification number (EIN) of NEW YORK STATE SOCIETY OF CPAS is 13-1101547.

Is NEW YORK STATE SOCIETY OF CPAS tax-exempt?

Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1935.

Are donations to NEW YORK STATE SOCIETY OF CPAS tax-deductible?

No. The IRS master file says contributions to it are not deductible.

Which annual return does NEW YORK STATE SOCIETY OF CPAS 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 NEW YORK STATE SOCIETY OF CPAS due?

The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.

When did NEW YORK STATE SOCIETY OF CPAS last file with the IRS?

The latest return in the IRS public files is the 990 for the year ended May 2025.

Who is the principal officer of NEW YORK STATE SOCIETY OF CPAS?

The 990 for the year ended May 31, 2025 names CALVIN HARRIS JR.

Who are the officers and directors of NEW YORK STATE SOCIETY OF CPAS?

The 990 for the year ended May 31, 2025 lists 45 people; 8 received compensation from the organization, the highest $350,602 (CALVIN HARRIS CPA, CHIEF EXECUTIVE OFFICER).

How much revenue does NEW YORK STATE SOCIETY OF CPAS have?

On its 990 for the year ended May 31, 2025 it reported revenue of $9,338,356, expenses of $10,031,612 and total assets of $23,493,671 at year end.

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