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Nonprofit · EIN 53-0219755

NATIONAL SOCIETY OF ACCOUNTANTS

Tax-exempt · ALEXANDRIA, VA 22314

Financials

$1.4M$2.2M2022$1.6M$2.1M2023$1.3M$1.6M2024
Revenue Expenses · by fiscal year end
Financials of NATIONAL SOCIETY OF ACCOUNTANTS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990$1,291,994$1,574,061-$282,067$1,032,122$560,286$471,836
August 31, 2024990$1,629,413$2,069,281-$439,868$1,638,655$835,065$803,590
August 31, 2023990$1,360,609$2,207,599-$846,990$2,233,403$1,070,556$1,162,847
Financial details: 990 for the year ended August 31, 2025

Revenue

Contributions, gifts and grants
$1,510
Program service revenue
$856,972
Investment income
$156,968
Royalties
$119,456
Net gain from sales of assets
$135,665
Other revenue
$276,544

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$691,108
Salaries, compensation and benefits (total)
$866,360
Professional fundraising fees
$0
Accounting fees
$40,885
Occupancy
$129,856
Travel
$28,036
Depreciation
$16,581

Balance sheet and other

Total assets, start of year
$1,638,655
Total assets, end of year
$1,032,122
Total liabilities, end of year
$560,286
Net assets, end of year
$471,836
Land, buildings and equipment
$6,693
Publicly traded securities
$767,775
Net assets without donor restrictions
$460,150
Net assets with donor restrictions
$11,686
Gross receipts
$1,477,257
Employees
9
Year formed
1945
State of legal domicile
DE

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 August 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOSHUA CAULFIELDSUPPORTING E
Highest-paid employee
40$165,000
LAUREN NILSSENDEPUTY EXC.
Highest-paid employee
40$106,733
JOHN OVERINGTONEXECUTIVE DI
Officer
40$101,533
EVAN LEMOINEDIR INDUS/ R
Highest-paid employee
40$101,533
JENSE HAYNES CREIGHTON EAPRESIDENT
Trustee or director, Officer
1$0
RANDY BRANDT CPAVICE PRESIDE
Trustee or director, Officer
1$0
DEBORAH WATSON EASECRETARY/TR
Trustee or director, Officer
1$0
STEPHEN T HILL CPAIMMEDIATE PA
Trustee or director
1$0
WILLIAM SCHRETTER ATA CFP CLUCENTRAL REGI
Trustee or director
1$0
JAN HELGREEN ALLISONSOUTHERN REG
Trustee or director
1$0
MARIA KREY CPADIRECTOR AT-
Trustee or director
1$0
ROGER LUBIENS LPA PA RTRPDIRECTOR AT-
Trustee or director
1$0
KELLY H MYERS EADIRECTOR AT-
Trustee or director
1$0
PAMELA C STAMPS CPADIRECTOR AT
Trustee or director
1$0
990 for the year ended August 31, 2024: 15 people
NameTitleHours / weekCompensation
JOSHUA CAULFIELD IOMCEO
Officer
40$155,000
LAUREN NILSSENDEPUTY EXC.
Highest-paid employee
40$108,083
JOHN OVERINGTONDIR. OF MEMB
Highest-paid employee
40$100,500
STEPHEN HILL PC CPAPRESIDENT
Trustee or director, Officer
1$0
JENSE HAYNES CREIGHTON EAVICE PRESIDE
Trustee or director, Officer
1$0
MELISSA LONGMUIR EA ATA ATPSECRETARY/TR
Trustee or director, Officer
1$0
DEBRA COPE CPA ATA ATPIMMEDIATE PA
Trustee or director
1$0
WILLIAM SCHRETTER ATA CFP CLUCENTRAL REGI
Trustee or director
1$0
JR DAILEY EAWESTERN REGI
Trustee or director
1$0
SHIRLEY BUCHANAN ATP RTRPNORTHEAST RE
Trustee or director
1$0
KELLY H MYERS EADIRECTOR AT
Trustee or director
1$0
RANDY BRANDT CPADIRECTOR AT-
Trustee or director
1$0
MARIA KREY CPADIRECTOR AT-
Trustee or director
1$0
ROGER LUBIENS LPA PA RTRPDIRECTOR AT-
Trustee or director
1$0
PAMELA C STAMPS CPADIRECTOR AT
Trustee or director
1$0
990 for the year ended August 31, 2023: 14 people
NameTitleHours / weekCompensation
JOSHUA CAULFIELD IOMCEO
Officer
40$155,606
STEPHEN HILL PC CPAPRESIDENT
Institutional trustee
1$0
JENSE HAYNES CREIGHTON EAVICE PRESIDE
Trustee or director, Officer
1$0
MELISSA LONGMUIR EA ATA ATPSECRETARY/TR
Trustee or director, Officer
1$0
DEBRA COPE CPA ATA ATPIMMEDIATE PA
Trustee or director
1$0
WILLIAM SCHRETTER ATA CFP CLUCENTRAL REGI
Trustee or director
1$0
JR DAILEY EAWESTERN REGI
Trustee or director
1$0
SHIRLEY BUCHANAN ATP RTRPNORTHEAST RE
Trustee or director
1$0
KAYA KLOTZEK ATPSOUTHERN REG
Trustee or director
1$0
KELLY H MYERS EADIRECTOR AT
Trustee or director
1$0
RANDY BRANDT CPADIRECTOR AT-
Trustee or director
1$0
MARIA KREY CPADIRECTOR AT-
Trustee or director
1$0
ROGER LUBIENS LPA PA RTRPDIRECTOR AT-
Trustee or director
1$0
PAMELA C STAMPS CPADIRECTOR AT
Trustee or director
1$0

Address and contacts

Address (IRS master file)
277 S WASHINGTON STREET, ALEXANDRIA, VA 22314-3646
Principal officer (990 for 2024)
JOHN OVERINGTON, 1330 BRADDOCK PL STE 540, ALEXANDRIA, VA 22314
Signed the 990
JOHN OVERINGTON, EXECUTIVE DIRECTOR
Phone
(703) 549-6400
Return prepared by
DELEON & STANG CPAS AND ADVISORS

Mission

HELPING MEMBERS ACHIEVE SUCCESS IN THE PROFESSION OF ACCOUNTANCY AND TAXATION.

990 for the year ended August 31, 2025

Program accomplishments

  • THE SOCIETY PROVIDES EDUCATIONAL FUNCTIONS AND PUBLICATIONS DESIGNED TO ENHANCE THE MEMBERS' SKILLS IN THE AREA OF PUBLIC ACCOUNTING AND TAXATION.

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

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990 on file
2023August 31, 2024January 15, 2025990 on file

IRS record

EIN
53-0219755
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1953
Accounting year ends
August
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,032,122
Income (IRS master file)
$1,477,257

Filing history

FormYear endedRevenueExpensesAssetsReturn
990August 2025$1,291,994$1,574,061$1,032,122XML
990August 2024$1,629,413$2,069,281$1,638,655IRS
990August 2023$1,360,609$2,207,599$2,233,403XML
990August 2022$1,604,079$1,861,023$2,915,763IRS
990August 2021–––IRS
990August 2020–––IRS
990August 2019–––IRS
990August 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 53-0219755).

Questions about NATIONAL SOCIETY OF ACCOUNTANTS

What is the EIN of NATIONAL SOCIETY OF ACCOUNTANTS?
The employer identification number (EIN) of NATIONAL SOCIETY OF ACCOUNTANTS is 53-0219755.
Is NATIONAL SOCIETY OF ACCOUNTANTS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1953.
Are donations to NATIONAL SOCIETY OF ACCOUNTANTS tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does NATIONAL SOCIETY OF ACCOUNTANTS 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 NATIONAL SOCIETY OF ACCOUNTANTS due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did NATIONAL SOCIETY OF ACCOUNTANTS last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended August 2025.
Who is the principal officer of NATIONAL SOCIETY OF ACCOUNTANTS?
The 990 for the year ended August 31, 2025 names JOHN OVERINGTON.
Who are the officers and directors of NATIONAL SOCIETY OF ACCOUNTANTS?
The 990 for the year ended August 31, 2025 lists 14 people; 4 received compensation from the organization, the highest $165,000 (JOSHUA CAULFIELD, SUPPORTING E).
How much revenue does NATIONAL SOCIETY OF ACCOUNTANTS have?
On its 990 for the year ended August 31, 2025 it reported revenue of $1,291,994, expenses of $1,574,061 and total assets of $1,032,122 at year end.

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