Skip to main content

Nonprofit · EIN 23-7447914

WASHINGTON CPA FOUNDATION

Tax-exempt · BELLEVUE, WA 98005

Financials

$173K$270K2023$173K$312K2024
Revenue Expenses · by fiscal year end
Financials of WASHINGTON CPA FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2025990$173,438$311,727-$138,289$5,680,263$2,458,638$3,221,625
May 31, 2024990$172,629$270,292-$97,663$5,422,524$2,297,630$3,124,894
Financial details: 990 for the year ended May 31, 2025

Revenue

Contributions, gifts and grants
$68,733
Program service revenue
$30,000
Investment income
$74,705
Other revenue
$0

Expenses

Grants and similar amounts paid
$249,766
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$4,950
Program services (functional)
$249,766
Management and general (functional)
$61,961

Balance sheet and other

Total assets, start of year
$5,422,524
Total assets, end of year
$5,680,263
Total liabilities, end of year
$2,458,638
Net assets, end of year
$3,221,625
Publicly traded securities
$3,337,297
Net assets without donor restrictions
$536,552
Net assets with donor restrictions
$2,685,073
Gross receipts
$173,438
Employees
0
Volunteers
0
Year formed
1974
State of legal domicile
WA

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.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
JANELLE M ANDERSONEXECUTIVE DIRECTOR
Officer
40$0$99,018$21,717
ALLISON BENABENTEPRESIDENT
Trustee or director, Officer
0.5$0$0$0
TREY TAKARAVICE PRESIDENT
Trustee or director, Officer
0.5$0$0$0
JOSEPH SMITHPAST PRESIDENT
Trustee or director
0.5$0$0$0
PING LUTREASURER/SECRETARY
Trustee or director, Officer
0.5$0$0$0
CANADA BASMEHTRUSTEE
Trustee or director
0.5$0$0$0
GILBERT PLASCENCIATRUSTEE
Trustee or director
0.5$0$0$0
JENNY CRAVENSTRUSTEE
Trustee or director
0.5$0$0$0
MARTHA RAMIREZTRUSTEE
Trustee or director
0.5$0$0$0
SHEILA LOZANTRUSTEE
Trustee or director
0.5$0$0$0
STACY SHORTTRUSTEE
Trustee or director
0.5$0$0$0
TARA LAMBERTTRUSTEE
Trustee or director
0.5$0$0$0
990 for the year ended May 31, 2024: 12 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
JANELLE M ANDERSONEXECUTIVE DIRECTOR
Officer
40$0$97,602$14,889
MARTHA RAMIREZPAST PRESIDENT
Trustee or director
0.5$0$0$0
JOSEPH SMITHPRESIDENT
Trustee or director, Officer
0.5$0$0$0
JENNY CRAVENSTRUSTEE
Trustee or director
0.5$0$0$0
TARA LAMBERTTRUSTEE
Trustee or director
0.5$0$0$0
ALLISON BENABENTEVICE PRESIDENT
Trustee or director, Officer
0.5$0$0$0
TREY TAKARATRUSTEE
Trustee or director
0.5$0$0$0
SHEILA LOZANTRUSTEE
Trustee or director
0.5$0$0$0
CANADA BASMEHTRUSTEE
Trustee or director
0.5$0$0$0
LUCY LUTREASURER/SECRETARY
Trustee or director, Officer
0.5$0$0$0
STACY SHORTTRUSTEE
Trustee or director
0.5$0$0$0
GILBERT PLASCENCIATRUSTEE
Trustee or director
0.5$0$0$0

Address and contacts

Address (IRS master file)
170 120TH AVE NE E-101, BELLEVUE, WA 98005-3059
Principal officer (990 for 2024)
JANELLE M ANDERSON, 170 120TH AVE NE E-101, BELLEVUE, WA 98005
Signed the 990
JANELLE M ANDERSON, EXECUTIVE DIRECTOR
Phone
(425) 644-4800
Return prepared by
JOHNSON STONE & PAGANO PS

Mission

THE PURPOSE OF THE WASHINGTON CPA FOUNDATION IS TO STRENGTHEN AND EXPAND THE PROFESSION BY ADVANCING AND INVESTING IN THE ACCOUNTING PROFESSION.

990 for the year ended May 31, 2025

Program accomplishments

  • THE WASHINGTON CPA FOUNDATION PROVIDED 54 SCHOLARSHIPS FOR COLLEGE-LEVEL ACCOUNTING STUDENTS AND PHD CANDIDATES, TO ENHANCE THE KNOWLEDGE WITHIN THE ACCOUNTING PROFESSION. IN ADDITION, THE FOUNDATION PROVIDES GRANTS TO ORGANIZATIONS WITH PROGRAMS OR EVENTS DESIGNED TO IMPROVE THE DIVERSITY OF THE CPA PIPELINE IN WASHINGTON.
    Expenses $249,766 · grants $249,766
  • THE FOUNDATION ADMINISTERS THE WASHINGTON STATE CERTIFIED PUBLIC ACCOUNTANT SCHOLARSHIP PROGRAM UNDER AN AGREEMENT WITH THE WASHINGTON STATE BOARD OF ACCOUNTANCY.
    revenue $30,000

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.

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026Not on file
2024May 31, 2025October 15, 2025990 on file
2023May 31, 2024October 15, 2024990 on file

IRS record

EIN
23-7447914
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1975
Accounting year ends
May
Files
Form 990 or 990-EZ
Assets (IRS master file)
$5,680,263
Income (IRS master file)
$173,438

Filing history

FormYear endedRevenueExpensesAssetsReturn
990May 2025$173,438$311,727$5,680,263XML
990May 2024$172,629$270,292$5,422,524XML
990May 2023$160,694$234,018$5,142,410IRS
990May 2022$308,026$211,798$5,633,058IRS
990May 2021–––IRS
990May 2020–––IRS
990May 2019–––IRS
990May 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 23-7447914).

Questions about WASHINGTON CPA FOUNDATION

What is the EIN of WASHINGTON CPA FOUNDATION?
The employer identification number (EIN) of WASHINGTON CPA FOUNDATION is 23-7447914.
Is WASHINGTON CPA FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
Are donations to WASHINGTON CPA FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does WASHINGTON CPA FOUNDATION 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 WASHINGTON CPA FOUNDATION 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 WASHINGTON CPA FOUNDATION 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 WASHINGTON CPA FOUNDATION?
The 990 for the year ended May 31, 2025 names JANELLE M ANDERSON.
Who are the officers and directors of WASHINGTON CPA FOUNDATION?
The 990 for the year ended May 31, 2025 lists 12 people; 0 received compensation from the organization.
How much revenue does WASHINGTON CPA FOUNDATION have?
On its 990 for the year ended May 31, 2025 it reported revenue of $173,438, expenses of $311,727 and total assets of $5,680,263 at year end.

Other nonprofits in BELLEVUE

All nonprofits in BELLEVUE · Washington